FITZPATRICK FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FITZPATRICK FOUNDATION INC (EIN 82-2443232)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-30
- IRS object ID
- 202001829349100330
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-30T13:29:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4505 STEPHEN CIRCLE NW STE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822443232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FITZPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 3303240576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4942 HIGBEE AVE NW | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT J FITZPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3303240576 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT WARBURTON | PreparerPersonNm |
| PTIN | P00167826 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,336,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $195,818 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $439,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $256,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $257,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,640 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,412 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,309 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,103 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,558 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,994 | CashBOYAmt |
| Cash EOY | $10,046 | CashEOYAmt |
| Cash EOYFMV | $10,046 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,727 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,054,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,106,294 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,303,931 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,099,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,139,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,336,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,099,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,139,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,099,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,139,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,099,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,139,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,099,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,139,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,139,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2017-12-31 | 2019-12-31 | $399,640 | $141,474 | $258,166 | $258,166 | |
| PUBLICLY TRADED SECURITIES | 2018-12-31 | 2019-12-31 | $35,162 | $41,608 | -$6,446 | -$6,446 | |
| CAPITAL GAINS DIVIDENDS | $4,492 | $4,492 | $4,492 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $256,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,146,257 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067791 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $429,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058201 | DistributionYr2Rt |
| Total Distribution | 0.125992 | TotalDistributionRt |
| Average Distribution | 0.062996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,114,742 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,224 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,648 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $202,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $100 | EsPenaltyAmt |
| Tax Due | $2,748 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT FITZPATRICK | IndividualWithBooksNm |
| Phone | 3303240576 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4942 HIGBEE AVE NW | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT FITZPATRICK | ||||||||
| 4942 HIGBEE AVE NW | CANTON | OH | 44718 | PRESIDENT/VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| KAREN FITZPATRICK | ||||||||
| 4942 HIGBEE AVE NW | CANTON | OH | 44718 | SECRETARY/TREASURER | 0.10 | $0 | $0 | $0 |
| TERRY MOORE | ||||||||
| 4775 MUNSON ST NW | CANTON | OH | 44718 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,039,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,131,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,131,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,114,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,648 | TotalTaxAmt |
| Distributable Before Adj | $53,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $202,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,648 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $200,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,753 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,714 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $187,467 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,448 | ExcessFromYear2Amt |
| Excess From Year1 | $30,305 | ExcessFromYear1Amt |
| Excess From Current Year | $149,714 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT FITZPATRICK | ContributingManagerNm |
| Contributing Manager | KAREN FITZPATRICK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCOTT J FITZPATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4942 HIGBEE AVENUE NW | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303240576 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST LADIES' LIBRARY | |||||||
| 205 MARKET AVE S | CANTON | OH | 44702 | N/A | PC | A TASTE OF HISTORY | $2,500 |
| FLASHES OF HOPE | |||||||
| 36 SOUTH FRANKLIN STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | CHILDREN'S CANCER SERVICES | $20,000 |
| FAMILY HOUSE | |||||||
| 669 INDIANA AVE | TOLEDO | OH | 43604 | N/A | PC | CHILDREN'S CANCER SERVICES | $2,500 |
| MERCY MEDICAL CENTER | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | ORTHOPEDIC UNIT | $20,000 |
| MERCY SERVICE LEAGUE | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | WOMEN'S CANCER SERVICES | $2,500 |
| REFUGE OF HOPE MINISTRIES | |||||||
| PO BOX 9361 | CANTON | OH | 44711 | N/A | PC | BUILDING CAMPAIGN | $25,000 |
| UNITED WAY OF GREATER STARK COUNTY | |||||||
| 401 MARKET AVENUE N 300 | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $15,000 |
| ARTEMIS | |||||||
| 310 WEST MONUMENT AVE | DAYTON | OH | 45402 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MERCY DEVELOPMENT FOUNDATION | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | GENERAL SUPPORT | $100,000 |
| MERCY SERVICE LEAGUE | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2301 13TH ST NW | CANTON | OH | 44708 | N/A | PC | BUCKEYE COUNCIL | $1,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002907 | DES MOINES | IA | 50340 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,625 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,053 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SCOTT FITZPATRICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4942 HIGBEE AVE NW | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $195,818 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 700 SHARES APPLE, INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $195,818 | FairMarketValueAmt |
| Received | 2019-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,412 | Amt |
| Net Investment Income | $3,309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,103 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE - 1,071 SHARES | $255,904 | $314,499 |
| JPMORGAN CHASE - 541 SHARES | $48,755 | $75,415 |
| ABBOTT LABS - 131 SHARES | $9,674 | $11,379 |
| ALPHABET INC - 12 SHARES | $13,984 | $16,073 |
| AMAZON COM INC - 7 SHARES | $13,155 | $12,935 |
| AMERICAN TOWER CORP - 67 SHARES | $10,556 | $15,398 |
| AMERIPRISE FINANCIAL - 36 SHARES | $4,887 | $5,997 |
| AMPHENOL CORP - 94 SHARES | $8,396 | $10,174 |
| BANK OF AMERICA CORP - 417 SHARES | $12,155 | $14,687 |
| BOOKING HOLIDNGS INC - 4 SHARES | $7,792 | $8,215 |
| CAMECO CORP - 922 SHARES | $10,962 | $8,206 |
| CMS ENERGY CORP - 116 SHARES | $5,922 | $7,289 |
| COCA COLA CO - 197 SHARES | $9,552 | $10,904 |
| COMCAST CORP - 163 SHARES | $5,956 | $7,330 |
| COSTCO WHOLESALE CORP - 31 SHARES | $7,192 | $9,112 |
| DANAHER CORP - 106 SHARES | $11,548 | $16,269 |
| DIAMONDBACK ENERGY INC - 52 SHARES | $6,298 | $4,829 |
| FREEPORT-MCMORAN COPPER & GOLD - 200 SHARES | $2,562 | $2,624 |
| GOLDMAN SACHS INTL EQUITY INSIGHTS - 1841 SHARES | $24,725 | $23,915 |
| HOME DEPOT INC - 56 SHARES | $10,511 | $12,229 |
| INTEL CORP - 288 SHARES | $14,173 | $17,237 |
| INTUIT COM - 36 SHARES | $7,835 | $9,429 |
| INTUITIVE SURGICAL INC - 24 SHARES | $13,221 | $14,188 |
| ISHARES CORE MSCI EAFE ETF - 258 SHARES | $16,615 | $16,832 |
| ISHARES CORE S&P 500 ETF - 365 SHARES | $100,122 | $117,983 |
| ISHARES CORE S&P MID-CAP ETF - 107 SHARES | $20,079 | $22,023 |
| ISHARES CORE S&P SMALL-CAP ETF - 265 SHARES | $19,851 | $22,220 |
| JOHCM INTERNATIONAL SELECTION FUND - 660 SHARES | $15,616 | $15,853 |
| MARKETAXESS HOLDINGS INC - 23 SHARES | $4,714 | $8,720 |
| MASTERCARD INC - 69 SHARES | $14,710 | $20,603 |
| MCDONALDS CORP - 46 SHARES | $8,304 | $9,090 |
| MICROSOFT CORP - 222 SHARES | $25,094 | $35,009 |
| MONDELEZ INTERNATIONAL - 126 SHARES | $5,592 | $6,940 |
| NEUBERGER BERMAN EMERG MKTS EQTY - 1490 SHARES | $28,012 | $30,634 |
| NEXTERA ENERGY INC - 42 SHARES | $7,506 | $10,171 |
| NORTHERN TR CORP - 69 SHARES | $6,797 | $7,331 |
| PARSLEY ENERGY INC - 287 SHARES | $6,804 | $5,427 |
| PFIZER INC - 289 SHARES | $13,047 | $11,323 |
| PHILIP MORRIS INTERNATIONAL - 52 SHARES | $4,371 | $4,425 |
| PIONEER NATURAL RESOURCES - 43 SHARES | $6,909 | $6,509 |
| PNC FINANCIAL SERVICES GROUP - 70 SHARES | $9,554 | $11,174 |
| PRINCIPAL MIDCAP FUND - 2,054.5970 SHARES | $56,127 | $63,405 |
| PROCTER & GAMBLE CO - 111 SHARES | $10,012 | $13,864 |
| PROLOGIS INC - 74 SHARES | $5,036 | $6,596 |
| REPUBLIC SERVICES INC - 132 SHARES | $9,986 | $11,831 |
| ROPER TECHNOLOGIES - 38 SHARES | $11,369 | $13,461 |
| SEMPRA ENERGY - 35 SHARES | $4,013 | $5,302 |
| SHERWIN WILLIAMS CO - 12 SHARES | $5,216 | $7,002 |
| THERMO FISHER SCIENTIFIC - 58 SHARES | $14,514 | $18,842 |
| UNDISCOVERED MGRS BEHAVR VALUE - 819.5490 SHARES | $53,985 | $51,402 |
| UNITED TECHNOLOGIES CORP - 79 SHARES | $10,206 | $11,831 |
| VF CORP - 62 SHARES | $4,841 | $6,179 |
| VERIZON COMMUNICATIONS - 116 SHARES | $6,589 | $7,122 |
| WALT DISNEY CO - 101 SHARES | $11,688 | $14,608 |
| XYLEM INC - 89 SHARES | $7,056 | $7,012 |
| ZOETIS INC - 116 SHARES | $10,811 | $15,353 |
| PARAMETRIC VOL RSK PREM-DEFENS-FD - 4,985 SHARES | $55,433 | $59,521 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $6 | $6 | $0 |
| OHIO ANNUAL FILING FEE | $200 | $0 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $8,558 | Amt |
| Net Investment Income | $8,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 FEDERAL TAX | CategoryTxt |
| Amt | $3,830 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |