Nonprofit · EIN 77-0151723
FITZHUGH TRUST
Tax-exempt · PASO ROBLES, CA 93447
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $15,207 | $13,260 | $1,947 | $190,821 | $0 | $190,821 |
| July 31, 2024 | 990-PF | $11,121 | $8,130 | $2,991 | $188,873 | $0 | $188,873 |
| July 31, 2023 | 990-PF | $6,220 | $4,929 | $1,291 | $185,882 | $0 | $185,882 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $13,420
- Other income
- $1,787
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $13,260
Balance sheet and other
- Total assets, start of year
- $188,873
- Total assets, end of year
- $190,821
- Total liabilities, end of year
- $0
- Net assets, end of year
- $190,821
- Fair market value of assets
- $760,821
- Qualifying distributions
- $13,260
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Chase PO BOX 2234, Paso Robles, CA 93447 | Trustee | 25 | $0 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CHASE PO BOX 4422, Paso Robles, CA 93447 | TRUSTEE AND MANAGER | 20 | $0 |
990-PF for the year ended July 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CHASE PO BOX 4422, Paso Robles, CA 93447 | TRUSTEE | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4422, PASO ROBLES, CA 93447-4422
- In care of
- % DAN CHASE
- Signed the 990-PF
- Dan Chase, Trustee and Manager
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0151723 or by the name FITZHUGH TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0151723
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1987
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $176,316
- Income (IRS master file)
- $12,966
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $15,207 | $13,260 | $190,821 | XML |
| 990-PF | July 2024 | $11,121 | $8,130 | $188,873 | XML |
| 990-PF | July 2023 | $6,220 | $4,929 | $185,882 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0151723).
Questions about FITZHUGH TRUST
- What is the EIN of FITZHUGH TRUST?
- The employer identification number (EIN) of FITZHUGH TRUST is 77-0151723.
- Is FITZHUGH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to FITZHUGH TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does FITZHUGH TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FITZHUGH TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FITZHUGH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of FITZHUGH TRUST?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does FITZHUGH TRUST have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $15,207, expenses of $13,260 and total assets of $190,821 at year end.
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