Civic Intelligence

St. Huberts Foundation Charitable Tr

990PF • Fiscal year 2015 • EIN 06-6442590

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
54 Huntington 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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

37th percentile

-3.8%

Faster asset growth than 37% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$214,930

Down $8,440 (-3.8%) from 2014

Net Assets

Down

$214,930

Down $8,440 (-3.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Down

$17,999

Down $39,531 (-69%) from 2014

Expenses

Down

$26,439

Down $1,800 (-6.4%) from 2014

Net Income

Down

-$8,440

Down $37,731 (-129%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2015

Assets$214,930
Liabilities$0
Net Assets$214,930
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$17,999
Expenses$26,439
Net Income-$8,440
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
St Huberts Foundation Charitable
EIN
06-6442590
Phone
2034268966
Address
54 HUNTINGTON ROAD, NEWTOWN, CT 06470

Signing Officer

Name
James T Morley
Title
Co-trustee
Phone
2034268966
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Diversified Financial Solutions Pc
Address
100 MAIN ST N SUITE 204, SOUTHBURY, CT 06488-3842
Preparer
Janet L Walker
Phone
2032643131
Raw XML Appendix261 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DIVERSIFIED FINANCIAL SOLUTIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS CORPORATE BONDS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt092891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0115222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt092706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VARIOUS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt082326
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt017947
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt052
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt017999
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01133
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt017947
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt017947
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017947
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8440
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04031
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01439
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt052
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US WEST COMMUNICATIONS DEBENTURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt052
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8440
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0214930
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0223370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0214930
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012411
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012411
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012411
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012768
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0357
IRS990PF/DistributableAmountGrp/TotalTaxAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0357
IRS990PF/FMVAssetsEOYAmt0226082
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0223370
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012180
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08556
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08556
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt024756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019978
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt093431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt092891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0115222
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt093003
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt092706
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt082326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0223370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0226082
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0223370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0223370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0214930
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0259245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09981
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0249264
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03889
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012768
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0255356
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0259245
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/AddressLine1Txt054 HUNTINGTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt154 HUNTINGTOWN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106470
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt027520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt032725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt033441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.107071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.095225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.116326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.093672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.113594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.116536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0255356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0268048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0281322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0286852
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.535353
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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/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/AddressLine1Txt054 HUNTINGTOWN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006470
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02034268966
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS - SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006488
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt012411
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt076411
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012589
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt096346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt083757
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHECKS & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0176
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T MORLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02034268966
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST HUBERTS FOUNDATION CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST U/A DTD 2/28/97
ReturnHeader/Filer/BusinessNameControlTxt0STHU
ReturnHeader/Filer/EIN0066442590
ReturnHeader/Filer/PhoneNum02034268966
ReturnHeader/Filer/USAddress/AddressLine1Txt054 HUNTINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006470
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061122665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIVERSIFIED FINANCIAL SOLUTIONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MAIN ST N SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064883842
ReturnHeader/PreparerPersonGrp/PhoneNum02032643131
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L WALKER
ReturnHeader/ReturnTs02016-05-11T11:25:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,930
Liabilities
$0
Net assets
$214,930
Revenue
$17,999
Expenses
$26,439
Net income
-$8,440
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