Civic Intelligence

Fitzhugh Trust

990PF • Fiscal year 2020 • EIN 77-0151723

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 15, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-283%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

31st percentile

-6.4%

Faster asset growth than 31% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

171%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$185,640

Down $12,688 (-6.4%) from 2019

Net Assets

Down

$185,640

Down $12,688 (-6.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Up

$4,489

Up $2,830 (+171%) from 2019

Expenses

Up

$17,177

Up $5,219 (+44%) from 2019

Net Income

Down

-$12,688

Down $2,389 (-23%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2020

Assets$185,640
Liabilities$0
Net Assets$185,640
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$4,489
Expenses$17,177
Net Income-$12,688
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 15, 2021
Return Version
2019v5.0
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
2021-06-15
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 Appendix277 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/AdjustedNetIncomeAmt0100
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0STEVEN L. CARTER, CPA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0550
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0100
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0294
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0294
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0550
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0294
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12688
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0129
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0294
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017177
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12688
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0185640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0198328
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0185640
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0754532
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0362211
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0362211
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01807
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09532
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09532
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt053895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0230003
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0745000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020413
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-163883
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-176571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0198328
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0185640
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0198328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0185640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0198328
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0185640
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012859
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02501
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010358
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0193
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012666
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012859
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/CurrentYearAmt016589
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt042074
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt010440
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt09215
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt05830
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt016589
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt09215
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt05830
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0422
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt03984
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0937
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01209
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01416
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.193840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.37135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.25397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.13722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.10572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.10094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt028114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt036284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt042486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt045328
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.969198
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016589
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016589
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016589
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
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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/BusinessNameLine1Txt0STEVEN L CARTER 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. DUE TO THE COVID SITUATION AND DROUGHT CAMPFIRE RESTRICTIONS, NO ADULTS OR CHILDREN USED THE PROPERTY DURING THIS FISCAL YEAR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt016589
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
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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/EOYFMVAmt0745000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0129
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FRANK M. KOCS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01053
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01311
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TREE MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03950
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11393
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31258
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51258
TaxesSchedule/TaxesDetail/Amt0385
TaxesSchedule/TaxesDetail/CategoryTxt0SLO CO REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0385
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND E DODD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
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/PreparerFirmEIN0870727699
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/ReturnTs02021-06-15T08:59:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,640
Liabilities
$0
Net assets
$185,640
Revenue
$4,489
Expenses
$17,177
Net income
-$12,688
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