Civic Intelligence

St. Huberts Foundation Charitable Tr

990PF • Fiscal year 2020 • EIN 06-6442590

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

19th percentile

-32%

Higher net margin than 19% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-2.4%

Faster asset growth than 39% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$162,831

Down $4,073 (-2.4%) from 2019

Net Assets

$162,831

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin19th percentile

Revenue

Up

$12,623

Up $2,667 (+27%) from 2019

Expenses

Down

$16,696

Down $3,036 (-15%) from 2019

Net Income

Up

-$4,073

Up $5,703 (+58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$162,831
Liabilities$0
Net Assets$162,831
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$12,623
Expenses$16,696
Net Income-$4,073
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th 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
2021-06-08

Preparer

Firm
Diversified Financial Solutions Pc
Address
100 MAIN ST N SUITE 204, SOUTHBURY, CT 06488-3842
Preparer
Janet L Walker
Phone
2037236649
Raw XML Appendix233 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/Amt01194
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DIVERSIFIED FINANCIAL SOLUTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt01998-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0US WEST COMMUNICATIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt020766
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt021082
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt064781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt072157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt076260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VARIOUS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt086355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt05093
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt07530
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt012623
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012623
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01194
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015425
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015425
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4073
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028296
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07530
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012230
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016696
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07214
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4073
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0162831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0166904
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0162831
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08207
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08207
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08207
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0170
IRS990PF/DistributableAmountGrp/TotalTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0170
IRS990PF/FMVAssetsEOYAmt0180302
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0166904
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0162831
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02454
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021790
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021790
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt066018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt064781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt072157
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt077655
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt076260
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt086355
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0166904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0162831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0180302
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0166904
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0162831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0166904
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0162831
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0170097
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022385
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0147712
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02551
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0167546
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0170097
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015425
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015425
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015425
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Amt015425
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/TotalGrantOrContriPdDurYrAmt015425
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/AppliedToCurrentYearAmt08207
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012589
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012589
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040426
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08272
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08351
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07218
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045797
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt077
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T MORLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02034268966
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-08
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/PhoneNum02037236649
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L WALKER
ReturnHeader/ReturnTs02021-06-09T14:05:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORLEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,831
Liabilities
$0
Net assets
$162,831
Revenue
$12,623
Expenses
$16,696
Net income
-$4,073
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