Civic Intelligence

Fitzhugh Trust

990PF • Fiscal year 2013 • EIN 77-0151723

Aug 01, 2012 to Jul 31, 2013 • Filed on Jun 10, 2014

PO Box 175193447
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$231,269

Down $1,463 (-0.6%) from 2012

Net Assets

$231,269

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,127

Down $1,577 (-18%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $239,719Liabilities 2011: $2,5002011Assets 2012: $232,732Liabilities 2012: $02012Assets 2013: $231,269Liabilities 2013: $0Net Assets 2013: $231,2692013Assets 2014: $230,840Liabilities 2014: $0Net Assets 2014: $230,8402014Assets 2015: $227,447Liabilities 2015: $0Net Assets 2015: $227,4472015Assets 2016: $224,256Liabilities 2016: $0Net Assets 2016: $224,2562016Assets 2017: $218,746Liabilities 2017: $0Net Assets 2017: $218,7462017Assets 2018: $208,627Liabilities 2018: $0Net Assets 2018: $208,6272018Assets 2019: $198,328Liabilities 2019: $0Net Assets 2019: $198,3282019Assets 2020: $185,640Liabilities 2020: $0Net Assets 2020: $185,6402020Assets 2021: $186,249Liabilities 2021: $0Net Assets 2021: $186,2492021Assets 2022: $186,466Liabilities 2022: $0Net Assets 2022: $186,4662022Assets 2023: $185,882Liabilities 2023: $0Net Assets 2023: $185,8822023Assets 2024: $188,873Liabilities 2024: $0Net Assets 2024: $188,8732024Assets 2025: $190,821Liabilities 2025: $0Net Assets 2025: $190,8212025

Highlighted filing

2013

Assets$231,269
Liabilities$0
Net Assets$231,269

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2011: $5,705Expenses 2011: $6,200Net Income 2011: -$4952011Revenue 2012: $4,218Expenses 2012: $8,704Net Income 2012: -$4,4862012Expenses 2013: $7,1272013Revenue 2014: $8,368Expenses 2014: $8,797Net Income 2014: -$4292014Revenue 2015: $4,146Expenses 2015: $7,539Net Income 2015: -$3,3932015Revenue 2016: $3,999Expenses 2016: $7,190Net Income 2016: -$3,1912016Revenue 2017: $2,696Expenses 2017: $8,226Net Income 2017: -$5,5302017Revenue 2018: $1,204Expenses 2018: $11,323Net Income 2018: -$10,1192018Revenue 2019: $1,659Expenses 2019: $11,958Net Income 2019: -$10,2992019Revenue 2020: $4,489Expenses 2020: $17,177Net Income 2020: -$12,6882020Revenue 2021: $9,350Expenses 2021: $8,741Net Income 2021: $6092021Revenue 2022: $10,925Expenses 2022: $10,708Net Income 2022: $2172022Revenue 2023: $6,220Expenses 2023: $4,929Net Income 2023: $1,2912023Revenue 2024: $11,121Expenses 2024: $8,130Net Income 2024: $2,9912024Revenue 2025: $15,207Expenses 2025: $13,260Net Income 2025: $1,9472025

Highlighted filing

2013

Revenue-
Expenses$7,127
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Jun 10, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND E DODD JRTrustee-$0--
Filing and Contact Details

Filer

EIN
77-0151723
Raw XML Appendix290 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/AccountingFees/AdjustedNetIncome0350
AccountingFeesSchedule/AccountingFees/Amount0700
AccountingFeesSchedule/AccountingFees/Category0WILLIAM H. DAILLAK, CPA
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0350
InvestmentsOtherSchedule2/InvestmentsOther/BookValue052422
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SYMETRA ADVANTAGE II ANNUITY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV052422
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01551
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01551
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01551
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm0350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss04113
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm01551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01551
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-1463
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm01145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps04025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm01145
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06315
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm01551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps04025
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss07127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05664
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm01551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04025
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07127
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip053895
IRS990PF/BalanceSheets/CapitalStockBOY0362211
IRS990PF/BalanceSheets/CapitalStockEOY0362211
IRS990PF/BalanceSheets/CashBOY0263
IRS990PF/BalanceSheets/CashEOY0785
IRS990PF/BalanceSheets/CashEOYFMV0785
IRS990PF/BalanceSheets/InvestmentsOtherBOY052422
IRS990PF/BalanceSheets/InvestmentsOtherEOY052422
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV052422
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis0230003
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY0176108
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY0176108
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV0625000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0-129479
IRS990PF/BalanceSheets/RetainedEarningsEOY0-130942
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03939
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01954
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01954
IRS990PF/BalanceSheets/TotalAssetsBOY0232732
IRS990PF/BalanceSheets/TotalAssetsEOY0231269
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0680161
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0232732
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0231269
IRS990PF/BalanceSheets/TotalNetAssetsBOY0232732
IRS990PF/BalanceSheets/TotalNetAssetsEOY0231269
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1463
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0231269
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0232732
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0231269
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0680161
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets056372
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03948
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities052424
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0846
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02776
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets055526
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets056372
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RAYMOND E DODD JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1751
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PASO ROBLES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093447
IRS990PF/PrivateOperatingFoundations/DateOfRuling01987-03-25
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear04025
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total015456
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year105158
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year202516
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year303757
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear04025
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total015456
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year105158
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year202516
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year303757
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/CurrentYear01850
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total08078
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year102010
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year202124
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year302094
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct03972
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets03972
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.07154
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.08554
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.03948
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.05979
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.08118
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.09170
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets055526
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1060301
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2063725
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3062838
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4065362
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5069442
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions04025
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105158
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202516
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303757
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear405306
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear506368
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.35769
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions04025
IRS990PF/QualifyingDistributions/ExpensesAndContributions04025
IRS990PF/QualifyingDistributions/QualifyingDistributions04025
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WILLIAM H DAILLAK CPA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08052381262
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10823 - 13TH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PASO ROBLES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode093446
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10DEVELOP AND MAINTAIN FACILITIES FOR CAMPING. DURING THE FISCAL YEAR, 156 CHILDREN AND 47 ADULT SUPERVISORS FROM CHURCH GROUPS,SCOUTS,SCHOOLS AND FAMILY GROUPS USED THE PROPERTY FOR CAMPING AND MEETINGS.
IRS990PF/SummaryOfDirectCharitableActy/Expenses104025
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0DESCRIPTION OF LOCAL YOUTH ORGANIZATIONS AND DATES THE FACILITIES ARE DESIRED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DEE FITZHUGH TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08052387347
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 1751
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PASO ROBLES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode093447
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0MUST BE 501(c)(3) YOUTH ORGANIZATIONS SERVING SAN LUIS OBISPO COUNTY.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
LandEtcSchedule2/LandEtc/AccumulatedDepreciation044953
LandEtcSchedule2/LandEtc/AccumulatedDepreciation16218
LandEtcSchedule2/LandEtc/AccumulatedDepreciation21874
LandEtcSchedule2/LandEtc/AccumulatedDepreciation3850
LandEtcSchedule2/LandEtc/BookValue0175000
LandEtcSchedule2/LandEtc/BookValue1857
LandEtcSchedule2/LandEtc/BookValue2189
LandEtcSchedule2/LandEtc/BookValue362
LandEtcSchedule2/LandEtc/CategoryOrItem0Land
LandEtcSchedule2/LandEtc/CategoryOrItem1Improvements
LandEtcSchedule2/LandEtc/CategoryOrItem2Machinery and Equipment
LandEtcSchedule2/LandEtc/CategoryOrItem3Furniture and Fixtures
LandEtcSchedule2/LandEtc/CategoryOrItem4Auto./Transportation Equip.
LandEtcSchedule2/LandEtc/CostOrOtherBasis0175000
LandEtcSchedule2/LandEtc/CostOrOtherBasis145810
LandEtcSchedule2/LandEtc/CostOrOtherBasis26407
LandEtcSchedule2/LandEtc/CostOrOtherBasis31936
LandEtcSchedule2/LandEtc/CostOrOtherBasis4850
LandEtcSchedule2/LandEtc/EOYFMV0625000
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0456
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1177
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome223
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome3456
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome45
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome528
OtherExpensesSchedule/OtherExpenses/Description0UTILITIES
OtherExpensesSchedule/OtherExpenses/Description1TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description3INSURANCE
OtherExpensesSchedule/OtherExpenses/Description4FILING FEES
OtherExpensesSchedule/OtherExpenses/Description5BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps01313
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1178
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps22534
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0457
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1177
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome223
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome3456
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome45
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome527
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02226
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1532
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks246
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks33446
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks410
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks555
TaxesSchedule/Taxes/AdjustedNetIncome056
TaxesSchedule/Taxes/Amount0112
TaxesSchedule/Taxes/Category0REAL ESTATE TAXES
TaxesSchedule/Taxes/NetInvestmentIncome056
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0770151723
ReturnHeader/Filer/Name/BusinessNameLine10FITZHUGH TRUST
ReturnHeader/Filer/NameControl0FITZ
ReturnHeader/Filer/Phone08052387347
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1751
ReturnHeader/Filer/USAddress/City0PASO ROBLES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093447
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-06-10
ReturnHeader/Officer/Name0RAYMOND E DODD JR
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10William H Daillak CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10823 13th Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Paso Robles
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode093446
ReturnHeader/Preparer/Name0WILLIAM H DAILLAK
ReturnHeader/Preparer/Phone08052381262
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-06-10T09:15:57-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.04$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.02$0.12$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.01$0.11$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.03$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.04$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.04$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.08$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.04$0.09$0.04
2011Summary only. Only limited summary data is available for this year.$2.40$0.03$0.06$0.06$0.00