Civic Intelligence

St. Huberts Foundation Charitable Tr

990PF • Fiscal year 2013 • EIN 06-6442590

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
54 Huntingtown RoadNewtown, CT 06470

(203) 426-8966

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

5th percentile

-147%

Higher net margin than 5% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

27th percentile

-9.5%

Faster asset growth than 27% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

236%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$194,079

Down $20,374 (-9.5%) from 2012

Net Assets

$194,079

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$13,845

Up $9,726 (+236%) from 2012

Expenses

Up

$34,219

Up $6,037 (+21%) from 2012

Net Income

Up

-$20,374

Up $3,689 (+15%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$300K$200K$100K$0Assets 2011: $238,516Liabilities 2011: $02011Assets 2012: $214,453Liabilities 2012: $02012Assets 2013: $194,079Liabilities 2013: $0Net Assets 2013: $194,0792013Assets 2014: $223,370Liabilities 2014: $0Net Assets 2014: $223,3702014Assets 2015: $214,930Liabilities 2015: $0Net Assets 2015: $214,9302015Assets 2016: $204,411Liabilities 2016: $0Net Assets 2016: $204,4112016Assets 2019: $166,904Liabilities 2019: $02019Assets 2020: $162,831Liabilities 2020: $0Net Assets 2020: $162,8312020Assets 2021: $149,464Liabilities 2021: $0Net Assets 2021: $149,4642021Assets 2022: $143,393Liabilities 2022: $0Net Assets 2022: $143,3932022Assets 2023: $120,936Liabilities 2023: $0Net Assets 2023: $120,9362023Assets 2024: $196,149Liabilities 2024: $0Net Assets 2024: $196,1492024

Highlighted filing

2013

Assets$194,079
Liabilities$0
Net Assets$194,079
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50KRevenue 2011: -$8,445Expenses 2011: $34,705Net Income 2011: -$43,1502011Revenue 2012: $4,119Expenses 2012: $28,182Net Income 2012: -$24,0632012Revenue 2013: $13,845Expenses 2013: $34,219Net Income 2013: -$20,3742013Revenue 2014: $57,530Expenses 2014: $28,239Net Income 2014: $29,2912014Revenue 2015: $17,999Expenses 2015: $26,439Net Income 2015: -$8,4402015Revenue 2016: $10,915Expenses 2016: $21,434Net Income 2016: -$10,5192016Revenue 2019: $9,956Expenses 2019: $19,732Net Income 2019: -$9,7762019Revenue 2020: $12,623Expenses 2020: $16,696Net Income 2020: -$4,0732020Revenue 2021: $9,805Expenses 2021: $23,172Net Income 2021: -$13,3672021Revenue 2022: $10,258Expenses 2022: $16,329Net Income 2022: -$6,0712022Revenue 2023: -$5,704Expenses 2023: $16,753Net Income 2023: -$22,4572023Revenue 2024: $65,485Expenses 2024: $18,254Net Income 2024: $47,2312024

Highlighted filing

2013

Revenue$13,845
Expenses$34,219
Net Income-$20,374
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T MORLEYCo-Trustee-$0--
MARCIA J MORLEYCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
06-6442590
Phone
2034268966

Signing Officer

Name
James Morley
Title
President
Phone
2034268966
Signed
2014-05-13

Preparer

Preparer
Janet L Walker CPA
Phone
2032643131
Raw XML Appendix310 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01013
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DIVERSIFIED FINANCIAL SOLUTIONS PC ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02001-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12008-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0500 SHS CITIGROUP CAP VIII 6.95%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1500 SHS GENERAL ELEC CAP CP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt012505
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt110851
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt012500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt112500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-5
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11649
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt024756
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt059463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0124041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt093003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VARIOUS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0100321
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt012142
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01013
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt012142
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01644
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032725
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012142
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012142
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012142
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20374
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01644
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013364
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0334
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0147
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt012142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt032725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0500 SHS CITIGROUP CAP VIII 6.95%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500 SHS GENERAL ELEC CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-04-16
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01644
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20374
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0194079
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0214453
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0194079
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013932
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013932
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013932
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014066
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/DistributableAmountGrp/TotalTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0265936
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0214453
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0194079
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010223
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016857
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt048112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt024756
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt063115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt059463
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0124041
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt093003
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt093003
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0100321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0214453
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0265936
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0214453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0194079
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0214453
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0194079
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0285606
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022203
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0263403
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04284
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014066
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0281322
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0285606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES T MORLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARCIA J MORLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1054 HUNTINGTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1154 HUNTINGTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0NEWTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1NEWTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode006470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode106470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt033441
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt033474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.108862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.093672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.113594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.116536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.119165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.101345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0134
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0286852
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0295221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0252758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0330299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.544312
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032591
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032725
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032725
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES MORLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1054 HUNTINGTOWN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0NEWTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode006470
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02034268966
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt032725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1054 HUNTINGTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEWTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode006470
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032725
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013932
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017367
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088295
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017778
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018793
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0105662
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086869
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0US TREASURY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1KINDER MORGAN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0253
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt181
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINDER MORGAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt059
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt059
TaxesSchedule/TaxesDetail/Amt0147
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0147
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MORLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02034268966
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10STHUBERTS FOUNDATION CHARITABLE TRUST UA DTD 22897
ReturnHeader/Filer/BusinessNameControlTxt0STHU
ReturnHeader/Filer/EIN0066442590
ReturnHeader/Filer/PhoneNum02034268966
ReturnHeader/Filer/USAddress/AddressLine1054 HUNTINGTOWN ROAD
ReturnHeader/Filer/USAddress/City0NEWTOWN
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIVERSIFIED FINANCIAL SOLUTIONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10100 MAIN STREET NORTH SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOUTHBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006488
ReturnHeader/PreparerPersonGrp/PhoneNum02032643131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L WALKER CPA
ReturnHeader/ReturnTs02014-05-14T13:33:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,079
Liabilities
$0
Net assets
$194,079
Revenue
$13,845
Expenses
$34,219
Net income
-$20,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.65$0.18$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.17$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.23$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.13$0.17$0.04
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$0.10$0.20$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.11$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.18$0.26$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.58$0.28$0.29
2013Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.14$0.34$0.20
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$0.04$0.28$0.24
2011Summary only. Only limited summary data is available for this year.$2.39$0.00$0.08$0.35$0.43