2025-12-10T11:00:55-05:00 2025-07-31 042530803 SMITH WATSON & COMPANY LLP 7 NORTH ST SUITE 205 PITTSFIELD MA 01201 990PF 2024-08-01 202612696 JANE AND JACK FITZPATRICK TRUST JANE 4132981036 PO BOX 1164 STOCKBRIDGE MA 01262 TAMARA T STEVENS TRUSTEE 4132981036 2025-12-09 true false BRYON M SHERMAN CPA P00396128 4134649940 2025-12-09 X 2024 2025-03-06 01:10:19Z X 27479392 X X 7633 7633 7633 467508 467508 467508 1960985 5270351 1960985 2436126 2436126 475141 20000 15000 1988 1988 6701 2375 3350 142207 140507 1700 16844 11401 7665 5679 212485 142882 22038 1221000 1221000 1433485 142882 1243038 1002641 2293244 475141 241929 614739 614739 612516 544344 454781 12984411 13417837 23168829 473739 472460 405293 2314118 2310582 2454744 381006 204278 188130 176728 381006 16814843 17536690 27479392 20866 3994 20866 3994 X 16793977 17532696 16793977 17532696 16814843 17536690 16793977 1002641 17796618 263922 17532696 PUBLICLY TRADED SECURITIES P 400739 414970 -14231 -14231 PUBLICLY TRADED SECURITIES P 4856114 2894396 1961718 1961718 1960985 31876 31876 31876 28040 28040 3836 false false false false false false false true true MA true false false false false true WWW.FITZPATRICKTRUST.ORG TAMARA T STEVENS 4132981036 50 MAIN STREET STOCKBRIDGE MA 012629701 false false false false true false false false false false false false false false false false false false false false false TAMARA T STEVENS 50 MAIN STREET PO BOX 1164 STOCKBRIDGE MA 01262 TRUSTEE 7.00 20000 0 0 CASEY ROTHSTEIN-FITZPATRICK 50 MAIN STREET PO BOX 1164 STOCKBRIDGE MA 01262 TRUSTEE 1.00 0 0 0 PETER WILLIAMS 50 MAIN STREET PO BOX 1164 STOCKBRIDGE MA 01262 TRUSTEE 4.00 0 0 0 NONE WELLS FARGO 66 WEST STREET 4 PITTSFIELD MA 01201 INVESTMENT MGMT 83133 WOODSTOCK 27 SCHOOL STREET SUITE 200 BOSTON MA 02108 INVESTMENT MGMT 57324 N/A 25440815 314765 470031 26225611 26225611 393384 25832227 1291611 1291611 31876 31876 1259735 1259735 1259735 1243038 1243038 1259735 91588 1243038 91588 1151450 108285 JANE JACK FITZPATRICK TRUST PO BOX 1164 STOCKBRIDGE MA 01262 4132981036 SEE FITZPATRICKTRUST.ORG NONE GRANTS MADE TO BERKSHIRE COUNTY ORGANIZATIONS BERKSHIRE FAMILY YMCA 292 NORTH STREET PITTSFIELD MA 01201 BUILDING RENOVATION 125000 BERKSHIRE WALDORF SCHOOL 35 WEST PLAIN ROAD GREAT BARRINGTON MA 01230 DISCRETIONARY 5000 NONPROFIT CENTER OF THE BERKSHIRES PO BOX 388 GREAT BARRINGTON MA 01230 SPONSOR OF BERKSHIRE NONPROFIT AWARD 2500 NORMAN ROCKWELL MUSEUM PO BOX 308 9 GLENDALE RD STOCKBRIDGE MA 01262 DISCRECTIONARY GRANT 5000 BARRINGTON STAGE COMPANY 30 UNION ST PITTSFIELD MA 01201 LIGHTING AND AUDIO FIXED EQUIPMENT 60000 BERKSHIRE AGRICULTURAL VENTURES 4 CASTLE STREET GREAT BARRINGTON MA 01230 RESILIENCE GRANT FUND 15000 BERKSHIRE THEATRE GROUP 111 SOUTH ST PITTSFIELD MA 01201 BUILDING RENOVATION GRANT 250000 BERKSHIRE CENTER FOR JUSTICE 284 MAIN STREET GREAT BARRINGTON MA 01230 PLANNING GRANT 8500 CONSTRUCT INC 316A STATE RD GREAT BARRINGTON MA 01230 AFFORDABLE HOUSING GRANT 150000 ELIZABETH FREEMAN CENTER 66 ALLEN STREET PITTSFIELD MA 01201 BUILDING FUND FOR NEW HEADQUARTERS 100000 LITERACY NETWORK 32 PARK STREET LEE MA 01238 NEW WORKPLACE INITIATIVE 5000 MULICULTURAL BRIDGE 17 MAIN STREET LEE MA 01238 BUILDING ACQUISITION GRANT 150000 NONPROFIT CENTER OF THE BERKSHIRES PO BOX 388 GREAT BARRINGTON MA 01230 INSTALL OF GOLD STAR FAMILY MONUMENT 5000 NORMAN ROCKWELL MUSEUM 9 GLENDALE ROAD STOCKBRIDGE MA 01262 CAMPUS PLANNING GRANT 50000 OTIS PRESERVATION TRUST PO BOX 355 OTIS MA 01253 BUILDING RENOVATION GRANT 50000 ROOTS RISING 923 BARKER ROAD PITTSFIELD MA 01201 NEW FARM AND EDUCATION CENTER GRANT 100000 SAINT JAMES PLACE 352 MAIN STREET GREAT BARRINGTON MA 01230 SOUND AND VIDEO FIXED EQUIPMENT 15000 VOLUNTEERS IN MEDICINE BERKSHIRES 205 NORTH PLAIN ROAD GREAT BARRINGTON MA 01230 BUILDING RENOVATION GRANT 75000 WEB DU BOIS CENTER FOR FREEDOM AND DEMOCRACY PO BOX 1075 GREAT BARRINGTON MA 01230 BUILDING RENOVATION GRANT 50000 1221000 7633 467508 25 1947487 13498 1947487 488639 2436126 4 TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS 8 TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS 11A TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS false false false false false false false false false false ACCOUNTING AND TAX PREPARATION 6701 2375 3350 LEASEHOLD IMPROVEMENTS 2009-01-02 364859 176730 S/L 32.0000 11401 OFFICE EQUIPMENT 2009-01-02 10058 10058 S/L 7.0000 OFFICE EQUIPMENT 2009-09-01 6089 6089 S/L 5.0000 CORPORATE BONDS 472460 405293 CORPORATE STOCK 13417837 23168829 544344 454781 CASH & MONEY MARKET FUNDS AT COST 1928547 1928547 FOREIGN BOND AT COST COLLECTIBLES AT COST 182035 110035 GOLD AT COST 200000 416162 381006 204278 176728 381006 LEGAL AND PROFESSIONAL FEES 1988 1988 UNREALIZED GAIN/LOSS 263922 EXPENSES OFFICE EXPENSES 1237 INSURANCE 4028 BOARD EXPENSE 386 BANK FEES 28 TAXES PAYABLE 20866 3994 INVESTMENT MANAGEMENT 140507 140507 OTHER PROFESSIONAL FEE 1700 1700 DIVIDEND FOREIGN WITHHELD 5726 FEDERAL & STATE TAXES 11118