St Huberts Foundation Charitable Tr, Morley James T Jr Ttee in Newtown, Connecticut (CT)

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St Huberts Foundation Charitable Tr, Morley James T Jr Ttee
Employer Identification Number (EIN)066442590
Name of OrganizationSt Huberts Foundation Charitable Tr
Secondary NameMorley James T Jr Ttee
In Care of NameJames T Morley Jr
Address54 Huntingtown Rd, Newtown, CT 06470-2615
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date02/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$194,079
Amount of Income$37,201
Form 990 Revenue Amount$-8,445
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $37,201 (it was $18,932 in 2012)
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee: 

 $37,201
Other organizations performing similar types of work: 

 $120,160

Assets in 2013: $194,079 (it was $214,453 in 2012)
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee: 

 $194,079
Other organizations performing similar types of work: 

 $450,518

Expenses in 2012: $28,182
This organization: 

 $28,182
Other organizations performing similar types of work: 

 $61,287

Income to expenses ratio in 2012: 1.3
This organization: 

 1.3
Other organizations performing similar types of work: 

 7.3

Grants share in income in 2012: 0.0%
St Huberts Foundation Charitable Tr, Morley James T Jr Ttee: 

 0.0%
Other organizations performing similar types of work: 

 8.9%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$4,119$12,948$12,191
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$12,191
Gross rents$0
Gross profit from sales of goods$0
Other income$757
Total expenses and disbursements$28,182$312$0$26,870
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$1,312$312$0
Contributions, gifts, grants paid$26,870
Excess of revenue over expenses and disbursements$-24,063
Net investment income$12,636
Adjusted net income$12,191
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$214,453$289,040
Cash - non-interest-bearing$10,223
Investments-U.S. and state government obligations$0
Investments-corporate stock$63,115
Investments-corporate bonds$48,112
Investments-mortgage loans$0
Investments-other$93,003
Total liabilities$0
Total liabilities and net assets/fund balances$214,453
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$-8,829
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$253
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$253
Overpayment$0
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$291,220
Net value of noncharitable-use assets$286,860
Minimum investment return$14,343
Distributable Amount (for 2012)
Distributable amount$14,090
Undistributed Income (for 2012)
Distributable amount for 2012$14,090
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Tudor Foundation Inc1275 King St, Greenwich, CT 06831-2936CT1998-01$4,557,000
2The Robert A And Elizabeth R Jeffe Foundation, Jeffe Robert A Et Al Ttee19 Hawkwood Ln, Greenwich, CT 06830-3924CT1998-08$4,383,856
3Vranos Foundation53 Forest Avenue 2nd Floor, Old Greenwich, CT 06870-1526CT1997-10$4,004,205
4Thomston Savings Bank Foundation IncPO BOX 907, Thomaston, CT 06787-0907CT1998-08$1,565,617
5The Octoberhill Foundation C/O Sharon Trulock Esq17 Taunton Ridge Rd, Newtown, CT 06470-1419CT1995-05$1,294,008
6Union Savings Bank Foundation Inc226 Main St, Danbury, CT 06810-6635CT1998-07$1,042,868
7Ward Foundation Inc77 Winfield Ln, New Canaan, CT 06840-3439CT1998-09$966,674
8The Rhoda And David Chase Family Foundation IncChase Enterpgoodwin Sq225 Asylum St, Hartford, CT 06103CT1998-01$641,273
9Shames Family Foundation35 Mollbrook Dr, Wilton, CT 06897-4709CT1998-11$581,572
10Ud Jc & Aj Bowling-Bowling Family Foundation, Bowling James C TteePO BOX 1214, Stamford, CT 06904-1214CT1997-05$433,042
11The@luke Obrien Foundation85 Chestnut Hill Rd, Wilton, CT 06897-4606CT1998-10$244,147
12The Parkinson Family Charitable Foundation Incorporated640 W Putnam Ave Floor 3, Greenwich, CT 06830-6008CT1998-08$241,635
13Stephen & Denise Adams Family Foundation Inc88 Old Roxbury Rd, Roxbury, CT 06783-1809CT1998-03$73,281
14The John Treacy And Darcy F Beyer Foundation IncC/O Andersen Tax 1700 E Putnam Ave, Old Greenwich, CT 06870CT1997-02$68,879
15William And Barbara Family Foundation111 Duncan Dr, Greenwich, CT 06831-3617CT1998-01$55,732
16Steven And Sharon Chrust Foundation107 Saddle Rock Rd, Stamford, CT 06902-8228CT1998-08$41,000
17St Huberts Foundation Charitable Tr, Morley James T Jr Ttee54 Huntingtown Rd, Newtown, CT 06470-2615CT1997-02$37,201
18Vallee Foundation60 Pinney St Apt 1, Ellington, CT 06029-3828CT1998-10$7,457
19Wakely Foundation24 Hemlock Glen Rd, Hampton, CT 06247-1203CT1998-05$3,999
20Treibick Family Foundation IncPO BOX 311028 GLENVILLE STATION, Greenwich, CT 06831CT1996-07$2,639
Number of organizations performing similar types of work
Alaska3
Alabama54
Arkansas18
Arizona59
California546
Colorado120
Connecticut79
District of Columbia27
Delaware43
Florida350
Georgia158
Hawaii18
Iowa57
Idaho23
Illinois317
Indiana81
Kansas53
Kentucky41
Louisiana50
Massachusetts113
Maryland112
Maine18
Michigan202
Minnesota97
Missouri73
Mississippi27
Montana8
North Carolina155
North Dakota2
Nebraska42
New Hampshire19
New Jersey213
New Mexico23
Nevada42
New York524
Ohio206
Oklahoma52
Oregon60
Pennsylvania239
Rhode Island33
South Carolina40
South Dakota12
Tennessee49
Texas377
Utah46
Virginia120
Vermont7
Washington88
Wisconsin89
West Virginia9
Wyoming19
International12
Total5,225

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