Fitzhugh Trust

Paso Robles, CA
Tax-exempt since March 1987
EIN: 77-0151723

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$15.2k (2025)

Expenses

$13.3k (2025)

Total Assets

$191k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Revenue

$15,207

Expenses

$13,260

Net Income

$1,947

Net Assets

$190,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,420	88.2%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$1,787	11.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,260	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$190,821
Total Liabilities	$0
Net Assets	$190,821

Compensation

Key Employees and Officers	Compensation	Other
Dan Chase (Trustee)	$0	$0

990-PF

Filed on Nov. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2024

Revenue

$11,121

Expenses

$8,130

Net Income

$2,991

Net Assets

$188,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,121	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,130	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$188,873
Total Liabilities	$0
Net Assets	$188,873

Compensation

Key Employees and Officers	Compensation	Other
Dan Chase (Trustee And Manager)	$0	$0

990-PF

Filed on Nov. 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2023

Revenue

$6,220

Expenses

$4,929

Net Income

$1,291

Net Assets

$185,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,220	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,821	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,882
Total Liabilities	$0
Net Assets	$185,882

Compensation

Key Employees and Officers	Compensation	Other
Dan Chase (Trustee)	$0	$0

990-PF

Filed on Nov. 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$10,925

Expenses

$10,708

Net Income

$217

Net Assets

$186,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,925	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,708	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$186,466
Total Liabilities	$0
Net Assets	$186,466

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on Dec. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2021

Revenue

$9,350

Expenses

$8,741

Net Income

$609

Net Assets

$186,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,350	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,741	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$186,249
Total Liabilities	$1
Net Assets	$186,248

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on Sept. 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2020

Revenue

$4,489

Expenses

$17,177

Net Income

-$12,688

Net Assets

$185,639

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,195	93.5%
Interest Revenue	$0
Dividends	$294	6.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,589	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,640
Total Liabilities	$1
Net Assets	$185,639

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on June 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2019

Revenue

$1,659

Expenses

$11,958

Net Income

-$10,299

Net Assets

$198,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$900	54.2%
Interest Revenue	$0
Dividends	$759	45.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,440	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$198,328
Total Liabilities	$1
Net Assets	$198,327

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on June 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2018

Revenue

$1,204

Expenses

$11,323

Net Income

-$10,119

Net Assets

$208,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150	12.5%
Interest Revenue	$0
Dividends	$1,054	87.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,215	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$208,627
Total Liabilities	$0
Net Assets	$208,627

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on June 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2017

Revenue

$2,696

Expenses

$8,226

Net Income

-$5,530

Net Assets

$218,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500	55.6%
Interest Revenue	$0
Dividends	$1,196	44.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,830	70.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$218,746
Total Liabilities	$0
Net Assets	$218,746

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on June 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

$3,999

Expenses

$7,190

Net Income

-$3,191

Net Assets

$224,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,800	70.0%
Interest Revenue	$0
Dividends	$1,199	30.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,792	66.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,256
Total Liabilities	$0
Net Assets	$224,256

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on June 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2015

Revenue

$4,146

Expenses

$7,539

Net Income

-$3,393

Net Assets

$227,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,688	64.8%
Interest Revenue	$0
Dividends	$1,458	35.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,123	68.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,447
Total Liabilities	$0
Net Assets	$227,447

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on May 24, 2016

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Fiscal Year Ending July
2014

Revenue

$8,368

Expenses

$8,797

Net Income

-$429

Net Assets

$230,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,817	81.5%
Interest Revenue	$0
Dividends	$1,551	18.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,695	64.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,840
Total Liabilities	$0
Net Assets	$230,840

Compensation

Key Employees and Officers	Compensation	Other
Raymond E Dodd Jr (Trustee)	$0	$0

990-PF

Filed on Dec. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2013

Revenue

$5,664

Expenses

$7,127

Net Income

-$1,463

Net Assets

$231,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,113	72.6%
Interest Revenue	$0
Dividends	$1,551	27.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,025	56.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$231,269
Total Liabilities	$1
Net Assets	$231,268

990-PF

Filed on July 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2012

Revenue

$4,218

Expenses

$8,704

Net Income

-$4,486

Net Assets

$232,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,445	58.0%
Interest Revenue	$0
Dividends	$1,773	42.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,158	59.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,732
Total Liabilities	$0
Net Assets	$232,732

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Revenue

$5,705

Expenses

$6,200

Net Income

-$495

Net Assets

$237,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,863	67.7%
Interest Revenue	$0
Dividends	$1,842	32.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,516	40.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,719
Total Liabilities	$2,500
Net Assets	$237,219

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Fitzhugh Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $15.2k (2025)

Expenses $13.3k (2025)

Total Assets $191k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$15.2k (2025)

Expenses

$13.3k (2025)

Total Assets

$191k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2001