FITZPATRICK FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FITZPATRICK FOUNDATION INC (EIN 82-2443232)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-14
- IRS object ID
- 201911049349100306
- Schema version
- 2018v3.1
- 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
- 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 | 2019-04-14T15:22:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-16 | 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 | 2019-03-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-16 | IPDt |
| IP Tm | 07:24:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08DA00D0E1A1DB2A638748965ED43C4379D5EC68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 357AE6C0FD0EA8FFB81A6260A488DEA7FDA04B84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,040,432 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $701,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,759 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,999 | 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 | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $462 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,595 | 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 | $4,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $495,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $4,994 | CashEOYAmt |
| Cash EOYFMV | $4,994 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,987 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,009,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,054,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $995,451 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,015,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,099,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,040,432 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,015,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,099,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,015,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,099,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,015,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,099,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,015,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,099,702 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,099,702 | 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 | 2018-12-31 | $690,924 | $217,958 | $472,966 | $472,966 | |
| PUBLICLY TRADED SECURITIES | 2018-01-01 | 2018-12-31 | $6,822 | $7,503 | -$681 | -$681 | |
| CAPITAL GAINS DIVIDENDS | $3,474 | $3,474 | $3,474 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,759 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $429,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058201 | DistributionYr1Rt |
| Total Distribution | 0.058201 | TotalDistributionRt |
| Average Distribution | 0.058201 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,146,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,669 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,662 | 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 | $4,956 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,956 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,756 | 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 | $1,056,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,163,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,163,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,146,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,956 | TotalTaxAmt |
| Distributable Before Adj | $52,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,956 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,305 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,753 | 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 | $37,753 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,448 | ExcessFromYear1Amt |
| Excess From Current Year | $30,305 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REFUGE OF HOPE MINISTRIES | |||||||
| PO BOX 9361 | CANTON | OH | 44711 | N/A | PC | BUILDING CAMPAIGN | $25,000 |
| MERCY MEDICAL CENTER | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | ORTHOPEDIC UNIT | $20,000 |
| UNITED WAY OF GREATER STARK COUNTY | |||||||
| 401 MARKET AVENUE N 300 | CANTON | OH | 44702 | N/A | PC | GENERAL SUPPORT | $15,000 |
| FIRST LADIES' LIBRARY | |||||||
| 205 MARKET AVE S | CANTON | OH | 44702 | N/A | PC | MARY REGULA SCHOLARSHIP FUND | $2,000 |
| MERCY MEDICAL CENTER | |||||||
| 1320 MERCY DRIVE NW | CANTON | OH | 44708 | N/A | PC | WOMEN'S CANCER SERVICES | $5,000 |
| FLASHES OF HOPE | |||||||
| 36 SOUTH FRANKLIN STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | CHILDREN'S CANCER SERVICES | $5,000 |
| FLASHES OF HOPE | |||||||
| 36 SOUTH FRANKLIN STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | CHILDREN'S CANCER SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,000 | 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 | $22,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,265 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $462 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE - 1,747 SHARES | $282,874 | $275,572 |
| JPMORGAN CHASE - 2,020 SHARES | $182,028 | $197,192 |
| 3M CO - 43 SHARES | $9,037 | $8,193 |
| ABBOTT LABS - 131 SHARES | $9,674 | $9,475 |
| ALPHABET INC - 12 SHARES | $13,984 | $12,540 |
| AMAZON COM INC - 7 SHARES | $13,155 | $10,514 |
| AMERICAN TOWER CORP - 67 SHARES | $10,556 | $10,599 |
| AMERIPRISE FINANCIAL - 36 SHARES | $4,887 | $3,757 |
| AMPHENOL CORP - 94 SHARES | $8,396 | $7,616 |
| BANK OF AMERICA CORP - 417 SHARES | $12,155 | $10,275 |
| BOOKING HOLIDNGS INC - 4 SHARES | $7,792 | $6,890 |
| CAMECO CORP - 922 SHARES | $10,962 | $10,465 |
| CMS ENERGY CORP - 116 SHARES | $5,922 | $5,759 |
| COCA COLA CO - 197 SHARES | $9,552 | $9,328 |
| COMCAST CORP - 163 SHARES | $5,956 | $5,550 |
| COMERICA INC - 110 SHARES | $9,187 | $7,556 |
| COSTCO WHOLESALE CORP - 31 SHARES | $7,192 | $6,315 |
| DANAHER CORP - 106 SHARES | $11,548 | $10,931 |
| DIAMONDBACK ENERGY INC - 52 SHARES | $6,298 | $4,820 |
| DOWDUPONT INC - 75 SHARES | $4,569 | $4,011 |
| FORTIVE CORP - 76 SHARES | $6,121 | $5,142 |
| FREEPORT-MCMORAN COPPER & GOLD - 200 SHARES | $2,562 | $2,062 |
| GOLDMAN SACHS INTL EQUITY INSIGHTS - 1841 SHARES | $24,725 | $20,674 |
| HOME DEPOT INC - 56 SHARES | $10,511 | $9,622 |
| INTEL CORP - 288 SHARES | $14,173 | $13,516 |
| INTUIT COM - 36 SHARES | $7,835 | $7,087 |
| INTUITIVE SURGICAL INC - 24 SHARES | $13,221 | $11,494 |
| ISHARES CORE MSCI EAFE ETF - 258 SHARES | $16,615 | $14,190 |
| JOHCM INTERNATIONAL SELECTION FUND - 660 SHARES | $15,616 | $13,444 |
| MARKETAXESS HOLDINGS INC - 23 SHARES | $4,714 | $4,860 |
| MASTERCARD INC - 69 SHARES | $14,710 | $13,017 |
| MCDONALDS CORP - 46 SHARES | $8,304 | $8,168 |
| MICROSOFT CORP - 222 SHARES | $25,094 | $22,549 |
| MONDELEZ INTERNATIONAL - 126 SHARES | $5,592 | $5,044 |
| NETFLIX.COM - 15 SHARES | $4,822 | $4,015 |
| NEUBERGER BERMAN EMERG MKTS EQTY - 1490 SHARES | $28,012 | $26,224 |
| NEXTERA ENERGY INC - 42 SHARES | $7,506 | $7,300 |
| NORTHERN TR CORP - 69 SHARES | $6,797 | $5,768 |
| PARSLEY ENERGY INC - 287 SHARES | $6,804 | $4,586 |
| PFIZER INC - 289 SHARES | $13,047 | $12,615 |
| PHILIP MORRIS INTERNATIONAL - 52 SHARES | $4,371 | $3,472 |
| PIONEER NATURAL RESOURCES - 43 SHARES | $6,909 | $5,655 |
| PNC FINANCIAL SERVICES GROUP - 70 SHARES | $9,554 | $8,184 |
| PRINCIPAL MIDCAP FUND - 1011.467 SHARES | $28,488 | $22,930 |
| PROCTER & GAMBLE CO - 111 SHARES | $10,012 | $10,203 |
| PROLOGIS INC - 74 SHARES | $5,036 | $4,345 |
| REPUBLIC SERVICES INC - 132 SHARES | $9,986 | $9,516 |
| ROPER TECHNOLOGIES - 38 SHARES | $11,369 | $10,128 |
| SEMPRA ENERGY - 35 SHARES | $4,013 | $3,787 |
| SHERWIN WILLIAMS CO - 12 SHARES | $5,216 | $4,722 |
| SQUARE INC - 69 SHARES | $5,599 | $3,870 |
| THERMO FISHER SCIENTIFIC - 58 SHARES | $14,514 | $12,980 |
| UNDISCOVERED MGRS BEHAVR VALUE - 233.5540 SHARES | $17,087 | $12,488 |
| UNITED TECHNOLOGIES CORP - 79 SHARES | $10,206 | $8,412 |
| VF CORP - 62 SHARES | $5,139 | $4,423 |
| VERIZON COMMUNICATIONS - 116 SHARES | $6,589 | $6,522 |
| WALT DISNEY CO - 101 SHARES | $11,688 | $11,075 |
| ZOETIS INC - 116 SHARES | $10,811 | $9,923 |
| PARAMETRIC VOL RSK PREM-DEFENS-FD - 1349 SHARES | $15,629 | $14,081 |
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 | $995 | Amt |
| Net Investment Income | $995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2017 FEDERAL TAX PAYMENT | $395 | $0 | $0 |
| 2018 FEDERAL TAX ESTIMATE | $1,200 | $0 | $0 |