Civic Intelligence

Oc Hubert Charitable Trust

990PF • Fiscal year 2024 • EIN 58-6316941

Jun 01, 2023 to May 31, 2024 • Filed on Jul 31, 2024

PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

8.1%

Faster asset growth than 64% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-61%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$21,666

Flat from 2024

Net Assets

$21,666

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue

Flat

$1,715

Flat from 2024

Expenses

Flat

$41

Flat from 2024

Net Income

Flat

$1,674

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,205,712Liabilities 2011: $02011Assets 2012: $6,742,506Liabilities 2012: $02012Assets 2013: $6,399,759Liabilities 2013: $02013Assets 2014: $6,907,434Liabilities 2014: $02014Assets 2015: $5,927,667Liabilities 2015: $02015Assets 2016: $3,672,262Liabilities 2016: $02016Assets 2019: $102,395Liabilities 2019: $0Net Assets 2019: $102,3952019Assets 2020: $93,735Liabilities 2020: $0Net Assets 2020: $93,7352020Assets 2021: $86,666Liabilities 2021: $0Net Assets 2021: $86,6662021Assets 2022: $156,889Liabilities 2022: $0Net Assets 2022: $156,8892022Assets 2023: $20,050Liabilities 2023: $12023Assets 2024: $21,666Liabilities 2024: $0Net Assets 2024: $21,6662024Assets 2024: $21,666Liabilities 2024: $12024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2024

Assets$21,666
Liabilities$0
Net Assets$21,666

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $254,466Expenses 2011: $392,082Net Income 2011: -$137,6162011Revenue 2012: $205,305Expenses 2012: $664,733Net Income 2012: -$459,4282012Revenue 2013: $240,418Expenses 2013: $579,387Net Income 2013: -$338,9692013Revenue 2014: $1,669,609Expenses 2014: $1,073,705Net Income 2014: $595,9042014Revenue 2015: $539,525Expenses 2015: $1,636,598Net Income 2015: -$1,097,0732015Revenue 2016: $280,474Expenses 2016: $2,505,688Net Income 2016: -$2,225,2142016Revenue 2019: $947Expenses 2019: $6,771Net Income 2019: -$5,8242019Revenue 2020: $5,619Expenses 2020: $14,279Net Income 2020: -$8,6602020Revenue 2021: $61Expenses 2021: $7,129Net Income 2021: -$7,0682021Revenue 2022: $83,472Expenses 2022: $8,541Net Income 2022: $74,9312022Revenue 2023: $4,411Expenses 2023: $141,250Net Income 2023: -$136,8392023Revenue 2024: $1,715Expenses 2024: $41Net Income 2024: $1,6742024Revenue 2024: $1,715Expenses 2024: $41Net Income 2024: $1,6742024Revenue 2025: $417Expenses 2025: $22,083Net Income 2025: -$21,6662025

Highlighted filing

2024

Revenue$1,715
Expenses$41
Net Income$1,674
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jul 31, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$0--
RICHARD HUBERTTrustee-$0--
DR WILLIAM FOEGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oc Hubert Charitable Trust
EIN
58-6316941
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2024-07-31
Raw XML Appendix265 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BANK OF AMERICA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0SEE ATTACHED
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE 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.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD HUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR WILLIAM FOEGE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1191 PEACHTREE ST NE FL 34
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0129492
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0130505
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt058
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt131
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OC HUBERT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HUBE
ReturnHeader/Filer/EIN0586316941
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-07-31T11:01:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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