Civic Intelligence

Huckle Family Foundation

990PF • Fiscal year 2014 • EIN 37-6474117

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 01, 2015

Organization Profile
Foundation Source 501 Silverside RdSuite 123Wilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

67%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,651,828

Up $61,245 (+1.3%) from 2013

Net Assets

Up

$4,651,828

Up $61,245 (+1.3%) from 2013

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

Up

$1,621,183

Up $653,050 (+67%) from 2013

Expenses

Down

$160,220

Down $20,670 (-11%) from 2013

Net Income

Up

$1,460,963

Up $673,720 (+86%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,735,527Liabilities 2011: $0Net Assets 2011: $2,735,5272011Assets 2012: $3,056,076Liabilities 2012: $12012Assets 2013: $4,590,583Liabilities 2013: $0Net Assets 2013: $4,590,5832013Assets 2014: $4,651,828Liabilities 2014: $1Net Assets 2014: $4,651,8282014Assets 2015: $5,246,510Liabilities 2015: $0Net Assets 2015: $5,246,5102015Assets 2016: $5,075,434Liabilities 2016: $0Net Assets 2016: $5,075,4342016Assets 2017: $4,766,861Liabilities 2017: $0Net Assets 2017: $4,766,8612017Assets 2018: $4,325,848Liabilities 2018: $0Net Assets 2018: $4,325,8482018Assets 2019: $5,015,036Liabilities 2019: $0Net Assets 2019: $5,015,0362019Assets 2020: $5,674,134Liabilities 2020: $0Net Assets 2020: $5,674,1342020Assets 2021: $7,180,531Liabilities 2021: $0Net Assets 2021: $7,180,5312021Assets 2022: $6,741,367Liabilities 2022: $0Net Assets 2022: $6,741,3672022Assets 2023: $6,072,323Liabilities 2023: $0Net Assets 2023: $6,072,3232023Assets 2024: $5,325,335Liabilities 2024: $0Net Assets 2024: $5,325,3352024

Highlighted filing

2014

Assets$4,651,828
Liabilities$1
Net Assets$4,651,828
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $76,1702011Revenue 2012: $26,024Expenses 2012: $51,181Net Income 2012: -$25,1572012Revenue 2013: $968,133Expenses 2013: $180,890Net Income 2013: $787,2432013Revenue 2014: $1,621,183Expenses 2014: $160,220Net Income 2014: $1,460,9632014Revenue 2015: $839,250Expenses 2015: $244,568Net Income 2015: $594,6822015Revenue 2016: $284,591Expenses 2016: $455,667Net Income 2016: -$171,0762016Revenue 2017: $214,914Expenses 2017: $523,487Net Income 2017: -$308,5732017Revenue 2018: $356,407Expenses 2018: $797,420Net Income 2018: -$441,0132018Revenue 2019: $1,147,662Expenses 2019: $458,474Net Income 2019: $689,1882019Revenue 2020: $1,349,088Expenses 2020: $689,990Net Income 2020: $659,0982020Revenue 2021: $2,029,942Expenses 2021: $523,545Net Income 2021: $1,506,3972021Revenue 2022: $144,502Expenses 2022: $613,666Net Income 2022: -$469,1642022Revenue 2023: $304,394Expenses 2023: $973,438Net Income 2023: -$669,0442023Revenue 2024: $195,781Expenses 2024: $942,769Net Income 2024: -$746,9882024

Highlighted filing

2014

Revenue$1,621,183
Expenses$160,220
Net Income$1,460,963
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana L HuckleTrustee-$0--
Jim HuckleTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jim and Diana Huckle Family Foundation
EIN
37-6474117
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Suite 123, Wilmington, DE 19809-1377

Signing Officer

Name
Jim Huckle
Title
Trustee
Phone
8008391754
Signed
2015-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix362 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/Amt03600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Return Preparation/Review
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0414801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1747301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21766199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3546997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4541599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0589138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11509324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21850508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3763366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4965479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY CONTRA FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIDELITY NASDAQ COMPOSITE INDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIDELITY SMALL CAP DISCOVRY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3SPARTAN EXT MKT INDXFID ADVANT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPARTAN TOTAL MARKET INDEX FUN
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt040070
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0129909
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0272
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0170251
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0170251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0129909
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01450932
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040070
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01460963
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0606506
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0129909
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0169105
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013308
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03437
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04583
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0160220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0170251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01621183
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020345
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0476597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0129909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0129909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0606506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0129909
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01460963
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01399718
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06051546
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04590583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04651828
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0239313
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0239313
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0239313
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0241004
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01691
IRS990PF/DistributableAmountGrp/TotalTaxAmt01691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01691
IRS990PF/FMVAssetsEOYAmt06312746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04016897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05677815
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04282052
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04590583
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04651828
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0308531
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0634931
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0634931
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04590583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04651828
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06312746
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04590583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04651828
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04590583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04651828
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04893487
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0629199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04264288
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073402
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0241004
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04820085
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04893487
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Diana L Huckle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jim Huckle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0116791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0118482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0175079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt047726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt073188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.02423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.016173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.030338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04820085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03473221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02950985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02412439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01974929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0155345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.096919
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0153654
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0155345
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01691
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0155345
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DIANA L HUCKLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JIM E HUCKLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0administrative expenses and loan availability Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1for the benefit of the Cadillac Area Public Schools Alumni Association Scholarship Fund, Class of 1964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2the family suite renovation project at the Goodwill Inn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Glacial Hills Pathway and Natural Area Challenge grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Sleeping Bear Heritage Trail Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AGAPE FINANCIAL OF NORTHWEST MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CADILLAC AREA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GRAND TRAVERSE REGIONAL LAND CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 WESTMINSTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 N MITCHELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22279 S AIRPORT RD W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33860 N LONG LAKE RD STE D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CADILLAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449685
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
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/AppliedToCurrentYearAmt012920
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0142425
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0239313
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155345
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0226393
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0142425
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Huckle Bowman Martha
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Huckle Jim
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Mittelstaedt Renee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06218 Lower Shore Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16291 Peninsula Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt26369 Peninsula Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Harbor Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Traverse City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Traverse City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd049740
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd149686
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd249686
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0247539
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1151051
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt21052342
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0201201
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1151051
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21006005
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0FIDELITY SMALL CAP DISCOVRY FSCRX, 6700 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1FIDELITY SMALL CAP DISCOVRY FSCRX, 5030 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2FIDELITY SMALL CAP DISCOVRY FSCRX, 33500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-12-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22014-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01399718
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TO ADJUST FROM FMV TO BOOK VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Foundation Dues & Memberships
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011708
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011708
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03437
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11146
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Administration of Foundation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03437
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01146
TaxesSchedule/TaxesDetail/Amt01200
TaxesSchedule/TaxesDetail/Amt11049
TaxesSchedule/TaxesDetail/Amt21480
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2014
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2013
TaxesSchedule/TaxesDetail/CategoryTxt2IRS Excise Tax Payment
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Huckle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jim and Diana Huckle Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JIMA
ReturnHeader/Filer/EIN0376474117
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 123
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02015-07-29T12:40:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,651,828
Liabilities
$1
Net assets
$4,651,828
Revenue
$1,621,183
Expenses
$160,220
Net income
$1,460,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.20$0.94$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$0.30$0.97$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.74$0.00$6.74$0.14$0.61$0.47
2021Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$2.03$0.52$1.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$1.35$0.69$0.66
2019Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$1.15$0.46$0.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.36$0.80$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.21$0.52$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$0.28$0.46$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.84$0.24$0.59
2014Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.62$0.16$1.46
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.97$0.18$0.79
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$0.03$0.05$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.08