Fitzhugh Trust

990PF • Fiscal year 2022 • EIN 77-0151723

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 07, 2022

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.

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

2.0%

Higher net margin than 47% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

0.1%

Faster asset growth than 52% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

17%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

$186,466

Up $217 (+0.1%) from 2021

Net Assets

$186,466

Up $217 (+0.1%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin47th percentile

Revenue

$10,925

Up $1,575 (+17%) from 2021

Expenses

$10,708

Up $1,967 (+23%) from 2021

Net Income

Down

$217

Down $392 (-64%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2022

Assets$186,466

Liabilities$0

Net Assets$186,466

Open 2022 Filing

Operations Trend

Revenue Growth59th percentile

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

Highlighted filing

2022

Revenue$10,925

Expenses$10,708

Net Income$217

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2021 to Jul 31, 2022
Signed: Dec 7, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RAYMOND E DODD JR	Trustee	-	$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: 2022-12-07
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 Appendix246 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/Amt	0	1410
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1410
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1410
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IRS990PF/FMVAssetsEOYAmt	0	755358
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	53895
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	230003
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	176108
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt	0	745000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	186466
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	186466
IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	11119
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	167
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	548
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	10952
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	11119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RAYMOND E DODD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 1751
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	93447
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	10708
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	10708
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt	0	1987-03-25
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt	0	10708
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	46478
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt	0	8741
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt	0	16589
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt	0	10440
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	10708
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	46478
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt	0	8741
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt	0	16589
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt	0	10440
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt	0	365
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	2096
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt	0	372
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt	0	422
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt	0	937
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	246 - 12TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	PASO ROBLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	93446
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	STEVEN L CARTER CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8052381262
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	DEVELOP AND MAINTAIN FACILITIES FOR CAMPING. DUE TO THE COVID SITUATION AND DROUGHT CAMPFIRE RESTRICTIONS, 15 ADULTS AND 30 CHILDREN USED THE PROPERTY DURING THIS FISCAL YEAR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	10708
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	DESCRIPTION OF LOCAL YOUTH ORGANIZATIONS AND DATES THE FACILITIES ARE DESIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DEE FITZHUGH TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8052387347
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 1751
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	PASO ROBLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	93447
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	MUST BE 501(c)(3) YOUTH ORGANIZATIONS SERVING SAN LUIS OBISPO COUNTY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	BRUCE SUE CINQUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1310 CYPRESS MOUNTAIN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	PASO ROBLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	93446
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	10575
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	850
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	1874
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	6218
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	3	44953
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	62
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	189
LandEtcSchedule2/LandEtcGrp/BookValueAmt	2	857
LandEtcSchedule2/LandEtcGrp/BookValueAmt	3	175000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	4	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	850
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	1936
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	6407
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	45810
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	4	175000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	745000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MAINTENANCE & REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	650
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	3464
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	817
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	586
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	1377
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	1815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	3464
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	817
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	1377
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	1815
TaxesSchedule/TaxesDetail/Amt	0	139
TaxesSchedule/TaxesDetail/CategoryTxt	0	SLO CO REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	139
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RAYMOND E DODD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FITZHUGH TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	FITZ
ReturnHeader/Filer/EIN	0	770151723
ReturnHeader/Filer/PhoneNum	0	8052387347
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1751
ReturnHeader/Filer/USAddress/CityNm	0	PASO ROBLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93447
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	870727699
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Carter Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	823 13th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Paso Robles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	93446
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8052381262
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STEVEN L CARTER
ReturnHeader/ReturnTs	0	2022-12-07T12:37:31-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	RAYMOND E DODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	JR
ReturnHeader/TaxPeriodBeginDt	0	2021-08-01
ReturnHeader/TaxPeriodEndDt	0	2022-07-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $186,466
Liabilities: $0
Net assets: $186,466
Revenue: $10,925
Expenses: $10,708
Net income: $217

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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