Oc Hubert Charitable Trust

990PF • Fiscal year 2020 • EIN 58-6316941

Jun 01, 2019 to May 31, 2020 • Filed on Aug 28, 2020

Organization Profile

PO Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-154%

Higher net margin than 8% of similar nonprofits.

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

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

-8.5%

Faster asset growth than 29% of similar nonprofits.

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

493%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$93,735

Down $8,660 (-8.5%) from 2019

Net Assets

Down

$93,735

Down $8,660 (-8.5%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin8th percentile

Revenue

$5,619

Up $4,672 (+493%) from 2019

Expenses

$14,279

Up $7,508 (+111%) from 2019

Net Income

Down

-$8,660

Down $2,836 (-49%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2020

Assets$93,735

Liabilities$0

Net Assets$93,735

Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

Highlighted filing

2020

Revenue$5,619

Expenses$14,279

Net Income-$8,660

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2019 to May 31, 2020
Signed: Aug 28, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA N A	Trustee	-	$0	-	-
RICHARD HUBERT	Trustee	-	$0	-	-
DR WILLIAM FOEGE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Oc Hubert Charitable Trust
EIN: 58-6316941
Phone: 8888663275
Address: PO BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name: Bank of America N a
Title: Managing Director
Phone: 8888663275
Signed: 2020-08-28

Raw XML Appendix302 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt	0	FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	557
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	62
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	5000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	1
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	557
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-8660
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	5000
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	19024
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RICHARD HUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	DR WILLIAM FOEGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6379
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	19024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	12645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3553109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	281546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2218783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1204444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	12645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1191799
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	6053438
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3553109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	281546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	2218783
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	6379
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	7245237
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	7257882
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES - CHARITABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	6379
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6379
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	NON RENTAL PROPERTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1448
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	5000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	5000
TaxesSchedule/TaxesDetail/Amt	0	6452
TaxesSchedule/TaxesDetail/CategoryTxt	0	NON-RENTAL PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6452
ReturnHeader/BuildTS	0	2022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	OC HUBERT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HUBE
ReturnHeader/Filer/EIN	0	586316941
ReturnHeader/Filer/PhoneNum	0	8888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1802
ReturnHeader/Filer/USAddress/CityNm	0	PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	RI
ReturnHeader/Filer/USAddress/ZIPCd	0	029011802
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	1B6732EC92680A2994D6F2282B32914F8FC697BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D1FC840CEC69794B33F7E03FBDF54F899BD0C268
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	171.159.194.11
ReturnHeader/ReturnTs	0	2020-08-28T11:00:44-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-06-01
ReturnHeader/TaxPeriodEndDt	0	2020-05-31
ReturnHeader/TaxYr	0	2019

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: $93,735
Liabilities: $0
Net assets: $93,735
Revenue: $5,619
Expenses: $14,279
Net income: -$8,660

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.02	$0.02
2024Summary only. Only limited summary data is available for this year.	$0.02	$0.00		$0.00	$0.00	$0.00
2023Summary only. Only limited summary data is available for this year.	$0.02	$0.00		$0.00	$0.14	$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.16	$0.00	$0.16	$0.08	$0.01	$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.09	$0.00	$0.09	$0.00	$0.01	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.09	$0.00	$0.09	$0.01	$0.01	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$0.10	$0.00	$0.10	$0.00	$0.01	$0.01
2016Summary only. Only limited summary data is available for this year.	$3.67	$0.00		$0.28	$2.51	$2.23
2015Summary only. Only limited summary data is available for this year.	$5.93	$0.00		$0.54	$1.64	$1.10
2014Summary only. Only limited summary data is available for this year.	$6.91	$0.00		$1.67	$1.07	$0.60
2013Summary only. Only limited summary data is available for this year.	$6.40	$0.00		$0.24	$0.58	$0.34
2012Summary only. Only limited summary data is available for this year.	$6.74	$0.00		$0.21	$0.66	$0.46
2011Summary only. Only limited summary data is available for this year.	$7.21	$0.00		$0.25	$0.39	$0.14