Julia a Humiston Trust

990EZ • Fiscal year 2021 • EIN 06-6032028

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 24, 2022

Organization Profile N/A

637 Ashley CtCheshire, CT 06410

(203) 506-1457

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

84%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

10%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets56th percentile

Assets

$145,797

Up $13,738 (+10%) from 2020

Net Assets

$145,797

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin96th percentile

Revenue

Down

$6,414

Down $5,405 (-46%) from 2020

Expenses

$1,000

Up $250 (+33%) from 2020

Net Income

Down

$5,414

Down $5,655 (-51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$145,797

Liabilities$0

Net Assets$145,797

Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$6,414

Expenses$1,000

Net Income$5,414

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Feb 24, 2022
Return Version: 2021v4.1
Gross Receipts: $11,487

Mission and Program Overview

Mission

Town clock maintenance and winding and town beautification

Town beautification and maintencance & winding of the town clock

Program Services

Description	Grants	Expenses
Weekly maintenace and winding of the clock	$0	$1,000

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Owen C Waggoner Jr	Trustee	-	$0	-	-
Andrew M Napolitano	Trustee	-	$0	-	-
Timothy P Slocum	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Julia A Humiston Trust
EIN: 06-6032028
Phone: 2035061457
Address: 637 Ashley Ct, Cheshire, CT 06410

Signing Officer

Name: Owen C Waggoner Jr
Title: Trustee
Phone: 2035061457
Signed: 2022-02-24

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Ordinary Dividends. Amount: 1,994. Description: Qualified Dividends. Amount: 1,175. Description: Capital Gain Distributions. Amount: 1,818. Total Included on Form 990-EZ, line 4: 4,987.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Weekly clock maintenance & clock winding. Amount: 1,000.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Market appreciation. Amount: 8,324.”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Owen C Waggoner Jr
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2035061457
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	637 Ashley Ct
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Cheshire
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	06410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	132059
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	145797
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	5073
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	5414
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	132059
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	145797
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	1427
IRS990EZ/GrossReceiptsAmt	0	11487
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	4987
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	132059
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	145797
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	132059
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	145797
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Owen C Waggoner Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Andrew M Napolitano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Timothy P Slocum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Trustee
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	8324
IRS990EZ/OtherExpensesTotalAmt	0	1000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Town beautification and maintencance & winding of the town clock
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Weekly maintenace and winding of the clock
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	1000
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	6500
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	1000
IRS990EZ/TotalProgramServiceExpensesAmt	0	1000
IRS990EZ/TotalRevenueAmt	0	6414
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	0
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd	0	0
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd	0	0
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd	0	X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	0
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	0
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	The only expense for the trust in 2021was $1,000 for weekly clock maintenace & clock winding as listed in the trust document. The trust document does not indicate any supported organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	1	No organizations were supported last year
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	1	Schedule A, Page 4, Section A, Line 1
IRS990ScheduleA/IRSWrittenDeterminationInd	0	X
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	066009896
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	St Peter's Church
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3FuncIntInd	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description: Ordinary Dividends. Amount: 1,994. Description: Qualified Dividends. Amount: 1,175. Description: Capital Gain Distributions. Amount: 1,818. Total Included on Form 990-EZ, line 4: 4,987.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description: Weekly clock maintenance & clock winding. Amount: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Description: Market appreciation. Amount: 8,324.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Owen C Waggoner Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2035061457
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Julia A Humiston Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	JULI
ReturnHeader/Filer/EIN	0	066032028
ReturnHeader/Filer/PhoneNum	0	2035061457
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	637 Ashley Ct
ReturnHeader/Filer/USAddress/CityNm	0	Cheshire
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06410
ReturnHeader/ReturnTs	0	2022-02-24T11:11:20-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Owen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Waggoner Jr
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $145,797
Liabilities: $0
Net assets: $145,797
Revenue: $6,414
Expenses: $1,000
Net income: $5,414

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.69		$1.69	$0.07	$0.08	$0.01
2024Detailed filing. Detailed filing data is available for this year.	$1.56	$0.00	$1.56	$0.07	$0.01	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.04	$0.01	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.22	$0.00	$1.22	$0.03	$0.01	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$1.46	$0.00	$1.46	$0.06	$0.01	$0.05
2020Summary only. Only limited summary data is available for this year.	$1.32	$0.00		$0.12	$0.01	$0.11
2019Summary only. Only limited summary data is available for this year.	$1.09	$0.00		$0.04	$0.01	$0.04
2018Summary only. Only limited summary data is available for this year.	$0.83	$0.00		$0.05	$0.01	$0.04
2017Summary only. Only limited summary data is available for this year.	$0.98	$0.00		$0.05	$0.01	$0.04
2016Summary only. Only limited summary data is available for this year.	$1.02	$0.00		$0.03	$0.10	$0.07
2015Summary only. Only limited summary data is available for this year.	$1.06	$0.00		$0.04	$0.01	$0.03
2014Summary only. Only limited summary data is available for this year.	$0.96	$0.00		$0.05	$0.06	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.00	$0.00		$0.01	$0.01	$0.00
2012Summary only. Only limited summary data is available for this year.	$0.83	$0.00		$0.01	$0.01	$0.00
2011Summary only. Only limited summary data is available for this year.	$0.74	$0.00		$0.01	$0.01	$0.00