Civic Intelligence

Fitzhugh Trust

990PF • Fiscal year 2016 • EIN 77-0151723

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 01, 2017

Organization Profile
PO Box 1751Paso Robles, CA 93447

(805) 238-7347

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$224,256

Down $3,191 (-1.4%) from 2015

Net Assets

Down

$224,256

Down $3,191 (-1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Down

$3,999

Down $147 (-3.5%) from 2015

Expenses

Down

$7,190

Down $349 (-4.6%) from 2015

Net Income

Up

-$3,191

Up $202 (+6.0%) from 2015

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

2016

Assets$224,256
Liabilities$0
Net Assets$224,256
Open 2016 Filing

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

2016

Revenue$3,999
Expenses$7,190
Net Income-$3,191
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 1, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
Fitzhugh Trust
EIN
77-0151723
Phone
8052387347
Address
PO BOX 1751, PASO ROBLES, CA 93447

Signing Officer

Name
Raymond E Dodd Jr
Title
Trustee
Signed
2017-06-01
Discuss with paid preparer
Yes

Preparer

Firm
William H Daillak CPA
Address
823 13th Street, Paso Robles, CA 93446
Preparer
William H Daillak
Phone
8052381262
Raw XML Appendix288 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/AdjustedNetIncomeAmt0363
AccountingFeesSchedule/AccountingFeesDetail/Amt0725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WILLIAM H. DAILLAK, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt040401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SYMETRA ADVANTAGE II ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01199
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01199
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0362
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3191
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06345
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04792
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01199
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07190
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3191
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0224256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0227447
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0224256
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0673148
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0362211
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0362211
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010136
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07747
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07747
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt053895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0230003
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0625000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt040401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040401
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-134764
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-137955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0802
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0227447
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0224256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0673148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0227447
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0224256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0227447
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0224256
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046018
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040401
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02266
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045328
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAYMOND E DODD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASO ROBLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093447
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01987-03-25
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt04792
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt019635
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt05123
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt05695
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt04025
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt04792
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt019635
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt05123
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt05695
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt04025
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt01511
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt06821
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01692
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01768
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.081155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.10094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.10732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.07249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.08554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt045328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt050751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt053065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt055526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt060301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt063725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.405774
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04792
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04792
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04792
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0823 - 13TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PASO ROBLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093446
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM H DAILLAK CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08052381262
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DEVELOP AND MAINTAIN FACILITIES FOR CAMPING. DURING THE FISCAL YEAR, 28 CHILDREN AND 21 ADULT SUPERVISORS FROM CHURCH GROUPS,SCOUTS,SCHOOLS AND FAMILY GROUPS USED THE PROPERTY FOR CAMPING AND MEETINGS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04792
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0DESCRIPTION OF LOCAL YOUTH ORGANIZATIONS AND DATES THE FACILITIES ARE DESIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEE FITZHUGH TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08052387347
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1751
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PASO ROBLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093447
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE 501(c)(3) YOUTH ORGANIZATIONS SERVING SAN LUIS OBISPO COUNTY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0850
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11874
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt26218
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt344953
LandEtcSchedule2/LandEtcGrp/BookValueAmt062
LandEtcSchedule2/LandEtcGrp/BookValueAmt1189
LandEtcSchedule2/LandEtcGrp/BookValueAmt2857
LandEtcSchedule2/LandEtcGrp/BookValueAmt3175000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0850
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11936
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt26407
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt345810
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt4175000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0625000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2219
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt392
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4185
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5234
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03107
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1852
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2833
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt042
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt391
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23546
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3183
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51301
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt060
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt060
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND E DODD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FITZHUGH TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FITZ
ReturnHeader/Filer/EIN0770151723
ReturnHeader/Filer/PhoneNum08052387347
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1751
ReturnHeader/Filer/USAddress/CityNm0PASO ROBLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William H Daillak CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0823 13th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paso Robles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093446
ReturnHeader/PreparerPersonGrp/PhoneNum08052381262
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H DAILLAK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-01T13:45:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,256
Liabilities
$0
Net assets
$224,256
Revenue
$3,999
Expenses
$7,190
Net income
-$3,191
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