Civic Intelligence

Fitzhugh Trust

990PF • Fiscal year 2017 • EIN 77-0151723

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 07, 2018

Organization Profile
PO Box 1751Paso Robles, CA 93447

(805) 238-7347

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-205%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$218,746

Down $5,510 (-2.5%) from 2016

Net Assets

Down

$218,746

Down $5,510 (-2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$2,696

Down $1,303 (-33%) from 2016

Expenses

Up

$8,226

Up $1,036 (+14%) from 2016

Net Income

Down

-$5,530

Down $2,339 (-73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2017

Assets$218,746
Liabilities$0
Net Assets$218,746
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

2017

Revenue$2,696
Expenses$8,226
Net Income-$5,530
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 7, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

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
2018-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Carter Accountancy Corporation
Address
823 13th Street, Paso Robles, CA 93446
Preparer
Steven L Carter
Phone
8052381262
Raw XML Appendix305 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt0131
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WILLIAM H. DAILLAK, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt040420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SYMETRA ADVANTAGE II ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01196
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0131
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01196
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5530
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0309
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05830
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08226
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5530
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0218746
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0224256
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IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0667638
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0362211
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0362211
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07747
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02218
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02218
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt053895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0230003
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0625000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040401
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-137955
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-143465
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0224256
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0224256
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0224256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0218746
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043133
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02713
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040420
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0647
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02124
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042486
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043133
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/CurrentYearAmt05830
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt021440
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt04792
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt05123
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt05695
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt01416
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt06387
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt01511
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01692
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04011
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05123
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.094402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.10572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.10094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.10732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.07249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt042486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt045328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt050751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt053065
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.472010
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05830
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05830
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05830
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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093446
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DEVELOP AND MAINTAIN FACILITIES FOR CAMPING. DURING THE FISCAL YEAR, 58 CHILDREN AND 39 ADULT SUPERVISORS FROM CHURCH GROUPS,SCOUTS,SCHOOLS AND FAMILY GROUPS USED THE PROPERTY FOR CAMPING AND MEETINGS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05830
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
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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
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0309
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LYLE STEVENS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0617
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0308
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2310
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt415
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5121
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt6152
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3P.O. BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03141
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt271
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31059
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41396
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2310
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt415
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5121
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23761
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt390
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51301
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61700
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT TO INVESTMENT ACCOUNT BALANCE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0124
TaxesSchedule/TaxesDetail/Amt0371
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0123
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND E DODD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-07
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/BusinessNameLine1Txt0Carter Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0823 13th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Paso Robles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093446
ReturnHeader/PreparerPersonGrp/PhoneNum08052381262
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN L CARTER
ReturnHeader/ReturnTs02018-06-07T10:09:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$218,746
Liabilities
$0
Net assets
$218,746
Revenue
$2,696
Expenses
$8,226
Net income
-$5,530
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