Civic Intelligence

The Hubert Charitable Foundation

990PF • Fiscal year 2017 • EIN 72-1462516

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 28, 2020

Organization Profile
18831 Crosswind AvenueN Fort Myers, FL 33917

(304) 392-1025

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

89%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,195,017

Down $9,849 (-0.8%) from 2016

Net Assets

Up

$1,195,017

Up $2,535 (+0.2%) from 2016

Liabilities

Down

$0

Down $12,384 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin50th percentile

Revenue

Up

$76,674

Up $36,169 (+89%) from 2016

Expenses

Down

$74,139

Down $2,854 (-3.7%) from 2016

Net Income

Up

$2,535

Up $39,023 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,249,952Liabilities 2010: $02010Assets 2011: $1,185,590Liabilities 2011: $02011Assets 2012: $1,149,122Liabilities 2012: $0Net Assets 2012: $1,149,1222012Assets 2013: $1,142,667Liabilities 2013: $0Net Assets 2013: $1,142,6672013Assets 2014: $1,178,759Liabilities 2014: $0Net Assets 2014: $1,178,7592014Assets 2015: $1,233,322Liabilities 2015: $4,352Net Assets 2015: $1,228,9702015Assets 2016: $1,204,866Liabilities 2016: $12,384Net Assets 2016: $1,192,4822016Assets 2017: $1,195,017Liabilities 2017: $0Net Assets 2017: $1,195,0172017Assets 2018: $1,225,070Liabilities 2018: $10,000Net Assets 2018: $1,215,0702018Assets 2019: $1,252,323Liabilities 2019: $53,766Net Assets 2019: $1,198,5572019Assets 2020: $1,102,682Liabilities 2020: $50,540Net Assets 2020: $1,052,1422020Assets 2021: $1,204,944Liabilities 2021: $50,364Net Assets 2021: $1,154,5802021Assets 2022: $1,181,888Liabilities 2022: $51,011Net Assets 2022: $1,130,8772022Assets 2023: $1,139,369Liabilities 2023: $25,459Net Assets 2023: $1,113,9102023Assets 2024: $1,137,480Liabilities 2024: $24,561Net Assets 2024: $1,112,9192024

Highlighted filing

2017

Assets$1,195,017
Liabilities$0
Net Assets$1,195,017
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2010: -$153,557Expenses 2010: $56,767Net Income 2010: -$210,3242010Revenue 2011: -$5,923Expenses 2011: $58,439Net Income 2011: -$64,3622011Expenses 2012: $54,8302012Revenue 2013: $51,620Expenses 2013: $58,075Net Income 2013: -$6,4552013Revenue 2014: $103,873Expenses 2014: $67,781Net Income 2014: $36,0922014Revenue 2015: $127,843Expenses 2015: $77,632Net Income 2015: $50,2112015Revenue 2016: $40,505Expenses 2016: $76,993Net Income 2016: -$36,4882016Revenue 2017: $76,674Expenses 2017: $74,139Net Income 2017: $2,5352017Revenue 2018: $105,888Expenses 2018: $85,835Net Income 2018: $20,0532018Revenue 2019: $61,374Expenses 2019: $77,887Net Income 2019: -$16,5132019Revenue 2020: -$57,734Expenses 2020: $88,681Net Income 2020: -$146,4152020Revenue 2021: $170,904Expenses 2021: $68,466Net Income 2021: $102,4382021Revenue 2022: $73,888Expenses 2022: $97,591Net Income 2022: -$23,7032022Revenue 2023: $66,220Expenses 2023: $83,187Net Income 2023: -$16,9672023Revenue 2024: $103,429Expenses 2024: $104,420Net Income 2024: -$9912024

Highlighted filing

2017

Revenue$76,674
Expenses$74,139
Net Income$2,535
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 28, 2020
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE HUBERT FOXDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hubert Charitable Foundation
EIN
72-1462516
Phone
3043921025
Address
18831 CROSSWIND AVENUE, N FORT MYERS, FL 33917

Signing Officer

Name
Catherine Hubert Fox
Title
Director
Phone
3043921025
Signed
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Woomer Nistendirk & Assoc Pllc
Address
231 CAPITOL STREET SUITE 400, CHARLESTON, WV 25301
Preparer
Rl Nistendirk CPA
Phone
3043422006
Raw XML Appendix367 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/Amt01175
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0THE TAXPAYER ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO APPLY ALL THE REMAINING QUALIFIEDDISTRIBUTIONS TO UNDISTRIBUTED INCOME TO YEARS PRIOR TO 2007. THIS DISTRIBUTION IS MADE FROM INCOME.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0174271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt187152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt279750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt368373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt480596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt576030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt642607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt722088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt849936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt949957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1050163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1150349
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1249953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1349920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1456369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MASS INVESTORS TRUST FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HARTFORD CAPITAL APPRECIATION FUND CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESCO VAN KAMPEN EQUITY & INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DELAWARE DIVIDEND INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FRANKLIN INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5THORNBURG INVESTMENT INCOME BUILDER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ALGER SPECTRA C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CLEARBRIDGE SMALL CAP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ALPS SECTOR DIVIDENDS DOGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FIRST TR VALU.LN DIV IDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES SELECT DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11OPPENHEIMER ULTRA DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PACER TRENDPILOT 750 EFT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13POWERSHARES S&P 500 HIGH DIV L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0331946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt485440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt657347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt730963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt858807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt959159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1056672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1153970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1265906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1357111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1462994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt034693
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt041981
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt076674
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076674
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01175
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt041981
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt063269
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt063269
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034693
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034693
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02535
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt041981
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041981
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt066979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09371
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09371
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0324
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt063269
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09695
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt074139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt076674
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt041981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041981
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02535
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01195017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01192482
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01195017
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt069263
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt069263
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt069263
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt070603
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01340
IRS990PF/DistributableAmountGrp/TotalTaxAmt01340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0360
IRS990PF/FMVAssetsEOYAmt01494081
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt012384
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0982064
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0987514
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01286578
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01192482
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01195017
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0222802
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0207501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0207501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01204866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01195017
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01494081
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012384
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01204866
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01195017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01192482
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01195017
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01433572
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0183161
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01250411
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021504
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt070603
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01412068
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01433572
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CATHERINE HUBERT FOX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt018831 CROSSWIND AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0N FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033917
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt069520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt070190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt067060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt071846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt065461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt057474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01412068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01327961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01373196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01377577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01248784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01099095
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt063269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246166
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt063269
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt063269
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt063269
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018831 CROSSWIND AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0N FORT MYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033917
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CATHERINE HUBERT FOX
IRS990PF/StatementsRegardingActyGrp/PhoneNum03049067026
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt141040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ESTABLISH THE ROBERT L. BERGER SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BECKLEY AREA FOUNDATION - RODNEY F MOODY SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LSU FOUNDATION - VERTEBRATE PALEONTOLOGY RESEARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF PENNSYLVANIA SCHOOL OF VETERINARY MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0129 MAIN STREET SUITE 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13838 WEST LAKESHORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BECKLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BATON ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2191046205
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063269
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063269
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02805
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063269
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02805
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03189
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09371
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09371
TaxesSchedule/TaxesDetail/Amt0324
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0324
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE HUBERT FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03043921025
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HUBERT CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HUBE
ReturnHeader/Filer/EIN0721462516
ReturnHeader/Filer/PhoneNum03043921025
ReturnHeader/Filer/USAddress/AddressLine1Txt018831 CROSSWIND AVENUE
ReturnHeader/Filer/USAddress/CityNm0N FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033917
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0407F63A4174DBB4B0A9338759D2722481A497A4A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId081C90326158B26B2ACD653E985DE9D239304549C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:30:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550778381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOMER NISTENDIRK & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 CAPITOL STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043422006
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RL NISTENDIRK CPA
ReturnHeader/ReturnTs02020-10-28T10:30:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,195,017
Liabilities
$0
Net assets
$1,195,017
Revenue
$76,674
Expenses
$74,139
Net income
$2,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.02$1.11$0.10$0.10$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.03$1.11$0.07$0.08$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.05$1.13$0.07$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.05$1.15$0.17$0.07$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.05$1.05$0.06$0.09$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.05$1.20$0.06$0.08$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.01$1.22$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.01$1.19$0.04$0.08$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.13$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.01$0.06$0.06
2010Summary only. Only limited summary data is available for this year.$1.25$0.00$0.15$0.06$0.21