2025-06-04T10:05:00-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990PF 2024-01-01 822443232 THE FITZPATRICK FOUNDATION INC FITZ 3303240576 4334 MUNSON ST NW STE 202 CANTON OH 44718 SCOTT FITZPATRICK PRESIDENT 3303240576 2025-06-02 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-06-02 2024 2025-03-06 01:10:19Z X 2300526 X 322780 26167 26167 121364 226477 121656 470311 147823 0 0 0 3287 2465 822 13999 13999 0 200 0 0 17486 16464 822 252779 252779 270265 16464 253601 200046 131359 3681 23395 23395 105910 159306 159306 920806 1052555 2117825 1030397 1235256 2300526 0 0 X 0 0 0 0 1030397 1235256 1030397 1235256 1030397 1235256 1030397 200046 4813 1235256 0 1235256 PUBLICLY TRADED SECURITIES 2023-12-31 2024-12-31 152935 54471 98464 98464 PUBLICLY TRADED SECURITIES 2023-12-31 2024-12-31 72437 50350 22087 22087 CAPITAL GAINS DIVIDENDS P 1105 1105 1105 121656 1826 0 1826 0 1826 3546 0 0 0 3546 0 1720 1720 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A SCOTT FITZPATRICK 3303240576 4334 MUNSON ST NW STE 202 CANTON OH 44718 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT FITZPATRICK 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 PRESIDENT/VICE PRESIDENT 0.10 0 0 0 KAREN FITZPATRICK 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 SECRETARY/TREASURER 0.10 0 0 0 SCOTT WARBURTON 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 DIRECTOR 0.10 0 0 0 DAVID JAMAL 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 DIRECTOR 0.10 0 0 0 EVAN LOVEJOY 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 1987105 122036 0 2109141 0 0 2109141 31637 2077504 103875 103875 1826 1826 102049 0 102049 0 102049 253601 0 253601 102049 0 0 149714 102281 73509 68885 394389 253601 0 0 0 102049 151552 0 0 545941 0 0 0 0 0 0 149714 396227 102281 73509 68885 151552 SCOTT FITZPATRICK KAREN FITZPATRICK SCOTT J FITZPATRICK 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 3303240576 NO STANDARD FORM REQUIRED NONE NONE AMERICAN HEART ASSOCIATION PO BOX 4002907 DES MOINES IA 50340 N/A PC GENERAL SUPPORT 5000 ARTS IN STARK 900 CLEVELAND AVE NW CANTON OH 44702 N/A PC GENERAL SUPPORT 5000 BAY COLONY DOLLARS FOR SCHOLARS 8700 BAY COLONY DR NAPLES FL 34108 N/A PC GENERAL SUPPORT 1000 BROOKSIDE SCHOLARSHIP FUND INC 1800 CANTON AVE NW CANTON OH 44708 N/A PC ENDOWMENT FUND 2000 CANTON CENTRAL CATHOLIC HIGH SCHOOL 4824 TUSCARAWAS ST W CANTON OH 44708 N/A PC LOCKER ROOM RENOVATION 10000 CONGREGATION OF THE DIVINE SPIRIT 2700 HARVARD AVE NW CANTON OH 44709 N/A PC MEMORIAL - PHILIP LEE SIMMONS 500 MERCY MEDICAL CENTER 1320 MERCY DRIVE NW CANTON OH 44708 N/A PC CANCER CENTER EXPANSION & RENO FUND 205779 MERCY SERVICE LEAGUE 1320 MERCY DRIVE NW CANTON OH 44708 N/A PC WINE WOMEN & SHOES 2500 PROVIDENCE COLLEGE SCHOOL OF BUSINESS 1 CUNNINGHAM SQ PROVIDENCE RI 02908 N/A PC MEMORIAL - EDWARD L SCANLON 1000 UNITED WAY OF GREATER STARK COUNTY 401 MARKET AVENUE N 300 CANTON OH 44702 N/A PC GENERAL SUPPORT 20000 252779 0 14 26167 18 121364 0 147531 0 147531 0 0 0 0 0 0 0 0 0 0 X X 1 SCOTT FITZPATRICK 4334 MUNSON ST NW SUITE 202 CANTON OH 44718 322780 X X 1 2000 SHARES WALMART STOCK 322580 2024-01-10 ACCOUNTING FEES 3287 2465 822 ALLSTATE CORP - 58 SHARES 11051 11182 ALPHABET INC - 240 SHARES 13994 45432 AMAZON COM INC - 780 SHARES 120276 171124 AMERICAN EXPRESS CO - 42 SHARES 10929 12465 AMPHENOL CORP - 376 SHARES 8396 26113 APPLE - 728 SHARES 111965 182306 ARISTA NETWORKS INC - 188 SHARES 2395 20780 BANK OF AMERICA CORP - 417 SHARES 12155 18327 BROADCOM INC - 65 SHARES 10465 15070 CAMECO CORP - 922 SHARES 10962 47382 CMS ENERGY CORP - 116 SHARES 5551 7731 COCA COLA CO - 197 SHARES 9552 12265 COSTCO WHOLESALE CORP - 31 SHARES 7192 28404 DANAHER CORP - 106 SHARES 10202 24332 FREEPORT - MCMORAN COPPER & GOLD - 200 SHARES 2562 7616 GE HEALTHCARE TECHNOLOGIES INC - 125 SHARES 10752 9773 HESS CORP - 84 SHARES 10850 11173 HOME DEPOT INC - 56 SHARES 10511 21783 ILLUMINA INC - 84 SHARES 10796 11225 INTUITIVE SURGICAL INC - 72 SHARES 13221 37581 INVESCO S&P 500 EQUAL WEIGHT - 254 SHARES 28119 44508 ISHARES CORE MSCI EAFE ETF - 258 SHARES 16615 18132 ISHARES CORE S&P 500 ETF - 365 SHARES 100122 214868 ISHARES CORE S&P MID - CAP ETF - 1490 SHARES 55940 92842 ISHARES CORE S&P SMALL - CAP ETF - 1040 SHARES 75675 119829 JPMORGAN CHASE - 541 SHARES 48755 129683 MASTERCARD INC - 69 SHARES 14710 36333 MICROSOFT CORP - 222 SHARES 25094 93573 NEXTERA ENERGY INC - 168 SHARES 7506 12044 NVIDIA CORP - 1642 SHARES 20138 220504 PARAMETRIC VOL RSK PREM-DEFENS-FD - 2714.6290 SHARES 30337 41860 PARKER HANNIFIN CORP - 44 SHARES 9456 27985 PEPSICO INC - 61 SHARES 10789 9276 PRINCIPAL MIDCAP FUND OPEN-END - 711.7870 SHARES 19753 31767 PROCTER & GAMBLE CO - 111 SHARES 10012 18609 PROLOGIS INC - 74 SHARES 5036 7822 REPUBLIC SERVICES INC - 132 SHARES 9986 26556 ROPER TECHNOLOGIES - 38 SHARES 11369 19754 RTX CORP - 79 SHARES 5834 9142 SEAGATE TECHNOLOGY HOLDINGS PLC - 53 SHARES 5381 4574 SHERWIN WILLIAMS CO - 36 SHARES 5216 12237 THERMO FISHER SCIENTIFIC - 58 SHARES 14514 30173 TRADE DESK INC - 51 SHARES 5403 5994 TRANSOCEAN LTD FGN COM - 5261 SHARES 22728 19729 VERALTO CORP - 35 SHARES 1334 3565 WALMART INC - 1413 SHARES 75971 127665 WHEATON PRECIOUS METALS - 114 SHARES 5929 6411 XYLEM INC - 89 SHARES 7056 10326 OHIO FILING FEES 200 0 0 DONATED STOCK GIFT BASIS ADJUSTMENT 4813 ADVISORY FEES 13999 13999 0