Civic Intelligence

St. Huberts Foundation Charitable Tr

990PF • Fiscal year 2016 • EIN 06-6442590

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-96%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$204,411

Down $10,519 (-4.9%) from 2015

Net Assets

Down

$204,411

Down $10,519 (-4.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$10,915

Down $7,084 (-39%) from 2015

Expenses

Down

$21,434

Down $5,005 (-19%) from 2015

Net Income

Down

-$10,519

Down $2,079 (-25%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$204,411
Liabilities$0
Net Assets$204,411
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$10,915
Expenses$21,434
Net Income-$10,519
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
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
2017-05-11

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 Appendix260 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/Amt01024
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DIVERSIFIED FINANCIAL SOLUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02005-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0NUVEEN PREFERRED INCOME OPPORTUNITIE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt06090
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt04214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1876
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt020777
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt020182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt092252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0141269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt085920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VARIOUS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt079719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt012791
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1876
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010915
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010915
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01024
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt012791
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt019940
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019940
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012791
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012791
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012791
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10519
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04214
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1876
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012321
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt012791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019940
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01494
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10519
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0204411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0214930
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0204411
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011589
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011589
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011589
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011835
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0246
IRS990PF/DistributableAmountGrp/TotalTaxAmt0246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0246
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0246
IRS990PF/FMVAssetsEOYAmt0246632
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0204411
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08556
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05462
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt020777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt020182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt092891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt092252
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0141269
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt092706
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt085920
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt079719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0204411
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0246632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0204411
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0214930
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0204411
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0240305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0233569
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03605
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011835
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0236700
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0240305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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/AdjNetVlNoncharitableAssetsAmt024462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt033441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.103344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.097903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.095225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.116326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.093672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.113594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0236700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0255356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0268048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0281322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0286852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0294390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt019940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.516720
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019940
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt019940
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt019940
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
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019940
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
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019940
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/AppliedToCurrentYearAmt011589
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065753
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019940
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08351
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt084762
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt076411
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHECKS & SUPPLIES
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/Amt1357
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1357
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T MORLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02034268966
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0F946562DBA3B3E3C6896B358F58BD3327944C7FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F946562DBA3B3E3C6896B358F58BD3327944C7FF
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/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L WALKER
ReturnHeader/ReturnTs02017-05-11T15:06:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,411
Liabilities
$0
Net assets
$204,411
Revenue
$10,915
Expenses
$21,434
Net income
-$10,519
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