Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
RONEY-FITZPATRICK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

59-6147880
B Telephone number (see instructions)

(212) 922-8189
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$912,325J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,727 14,636  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,720
b Gross sales price for all assets on line 6a 158,435
7 Capital gain net income (from Part IV, line 2)... 12,720
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 27,447 27,356  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,578 2,320   258
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 440 267   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,018 2,587 0 258
25 Contributions, gifts, grants paid....... 52,010 52,010
26 Total expenses and disbursements. Add lines 24 and 25 55,028 2,587 0 52,268
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,581
b Net investment income (if negative, enter -0-) 24,769
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 64,504 47,287 47,287
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 558,189 Click to see attachment547,697 865,038
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 622,693 594,984 912,325
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 622,693 594,984
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 622,693 594,984
30 Total liabilities and net assets/fund balances (see instructions). 622,693 594,984
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
622,693
2
Enter amount from Part I, line 27a .....................
2
-27,581
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
595,112
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
128
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
594,984
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a .7 TRUIST FINL CORP   2019-11-06 2020-01-02
b 20. CISCO SYS INC   2018-11-06 2020-01-09
c 50. MARVELL TECHNOLOGY GROUP LTD 0.002     2020-01-09
d 23. DUPONT DE NEMOURS INC     2020-01-10
e 20. DOLLAR TREE INC     2020-01-13
10. TAIWAN SEMICONDUCTOR ADR   2019-10-21 2020-01-15
7. ALIGN TECHNOLOGY INC     2020-01-23
10. CVS CORP   2018-09-18 2020-01-23
20. TAIWAN SEMICONDUCTOR ADR   2019-04-29 2020-01-23
3. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
10. DOLLAR TREE INC     2020-01-24
10. CVS CORP   2018-10-19 2020-01-31
10. EXELON CORP   2018-10-30 2020-01-31
30. EXELON CORP     2020-01-31
3. VERTEX PHARMACEUTICALS INC   2019-06-19 2020-01-31
70. AT&T INC   2019-09-11 2020-02-03
20. COMCAST CORP NEW CL A   2018-10-15 2020-02-03
50. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-09-20 2020-02-03
9. DOLLAR TREE INC     2020-02-10
20. AT&T INC   2019-09-11 2020-02-12
5. AMGEN INC   2019-08-16 2020-02-14
40. CISCO SYS INC     2020-02-19
1. KLA TENCOR CORP   2019-10-28 2020-02-24
10. ABBOTT LABORATORIES   2020-01-23 2020-02-28
12. NXP SEMICONDUCTORS N V   2019-09-11 2020-02-28
20. COMCAST CORP NEW CL A     2020-03-03
40. MGM MIRAGE   2018-04-23 2020-03-04
.2376 INGERSOLL RAND INC   2012-02-17 2020-03-09
3. S & P GLOBAL INC   2019-09-17 2020-03-09
5. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
2. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
2. KLA TENCOR CORP   2019-10-28 2020-03-12
30. NIKE INC CL B     2020-03-13
14. EXACT SCIENCES CORP     2020-03-17
20. MGM MIRAGE   2019-11-06 2020-03-19
90. MGM MIRAGE     2020-03-19
20. PHILIP MORRIS INTERNATIONAL     2020-03-19
8. HOME DEPOT INC USD 0.05     2020-03-20
10. SYNCHRONY FINANCIAL   2019-11-08 2020-03-24
30. SYNCHRONY FINANCIAL   2016-10-05 2020-03-24
19. VISA INC     2020-03-24
9.6667 DOW INC.   2019-04-12 2020-03-25
23.3333 DOW INC.     2020-03-25
10. DISNEY (WALT) COMPANY HOLDING CO.     2020-03-30
20. EXXON MOBIL CORP   2019-05-09 2020-03-30
30. AT&T INC   2019-08-27 2020-04-03
7. CONSTELLATION BRANDS INC     2020-04-03
1293.876 VIRTUS EMERGING MKTS OPPOR-I     2020-04-07
20. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
43. INGERSOLL RAND INC   2012-02-17 2020-04-08
20. EXELON CORP     2020-04-15
3. NEXTERA ENERGY INC   2018-06-27 2020-04-15
3. SEMPRA ENERGY   2020-01-31 2020-04-15
613.893 BNY MELLON INTL EQUITY INCOME FUND   2016-09-27 2020-04-23
627.214 BNY MELLON INTL EQTY-Y   2012-11-20 2020-04-23
1. AMAZON COM INC   2020-03-13 2020-04-29
30. MERCK & CO INC     2020-05-04
2. THERMO ELECTRON CORP   2019-03-21 2020-05-06
5. SALESFORCE COM INC   2010-06-22 2020-05-14
20. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-05-19
20. TAIWAN SEMICONDUCTOR ADR     2020-05-26
5. JOHNSON & JOHNSON COM     2020-06-03
3. VERTEX PHARMACEUTICALS INC     2020-06-03
1. ADOBE SYS INC COM   2020-02-28 2020-06-04
8. MICROSOFT CORP COM     2020-06-04
5. ATLASSIAN CORP PLC-CLASS A   2018-03-02 2020-06-04
1. AMGEN INC   2019-08-16 2020-06-10
2. JOHNSON & JOHNSON COM   2017-08-10 2020-06-10
10. MERCK & CO INC   2014-01-30 2020-06-10
10. SQUARE INC - A   2019-04-11 2020-06-11
20. TRUIST FINL CORP   2019-11-06 2020-06-11
2. BIOGEN IDEC INC   2020-03-17 2020-06-16
20. CVS CORP   2019-08-07 2020-06-23
20. MERCK & CO INC   2014-01-30 2020-06-23
2. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
16. JOHNSON & JOHNSON COM   2017-08-10 2020-06-25
20. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
20. AT&T INC   2019-08-27 2020-07-06
3. SQUARE INC - A   2019-04-11 2020-07-13
5. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
5. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
1. TRADE DESK INC/THE   2020-03-09 2020-07-15
2. ADOBE SYS INC COM   2013-02-05 2020-07-16
5. SALESFORCE COM INC   2010-06-22 2020-07-16
2. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
1. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
8. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
10. ADVANCED MICRO DEVICES INC   2019-01-31 2020-08-03
10. EXELON CORP   2015-08-20 2020-08-03
2. NEXTERA ENERGY INC   2018-06-27 2020-08-03
9. PAYPAL HOLDINGS INC     2020-08-03
2. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
1. S & P GLOBAL INC   2019-09-17 2020-08-07
3. S & P GLOBAL INC   2019-06-19 2020-08-07
13. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
10. ADVANCED MICRO DEVICES INC   2019-01-31 2020-09-01
12. CELANESE CORP DEL   2010-04-20 2020-09-01
1. KLA TENCOR CORP   2019-10-28 2020-09-01
1. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
1. SQUARE INC - A   2019-04-11 2020-09-01
9. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
3. NVIDIA CORP   2020-01-23 2020-09-04
1. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
905.641 BNYM DYN TTL RTRN-Y   2012-04-16 2020-09-11
427.481 GATEWAY TR   2019-02-14 2020-09-11
2. COSTCO WHSL CORP NEW     2020-09-17
3. NIKE INC CL B   2018-02-14 2020-09-17
4. YUM BRANDS INC   2020-02-10 2020-09-29
6. YUM BRANDS INC   2009-10-08 2020-09-29
40. EXXON MOBIL CORP   2019-05-09 2020-10-07
1. EATON CORP PLC   2012-11-30 2020-10-07
7. ELI LILLY & CO COM   2020-06-23 2020-10-28
6. VERTEX PHARMACEUTICALS INC     2020-10-30
6. DISNEY (WALT) COMPANY HOLDING CO.     2020-11-02
2. AMGEN INC   2020-06-25 2020-11-11
7. AMGEN INC   2019-08-16 2020-11-11
3. COSTCO WHSL CORP NEW     2020-11-11
5. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
8.6855 VIATRIS INC     2020-11-20
4.3145 VIATRIS INC     2020-11-20
.6487 VIATRIS INC   2017-10-30 2020-11-25
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 39   38 1
b 944   928 16
c 1,302   996 306
d 1,382   1,680 -298
e 1,815   2,054 -239
583   501 82
1,898   1,031 867
729   788 -59
1,140   876 264
895   822 73
884   993 -109
679   755 -76
474   441 33
1,422   1,387 35
674   541 133
2,592   2,698 -106
858   709 149
1,211   941 270
783   863 -80
764   771 -7
1,115   1,021 94
1,840   1,841 -1
155   174 -19
760   906 -146
1,348   1,320 28
845   704 141
917   1,447 -530
5   2 3
736   767 -31
824   866 -42
328   347 -19
265   349 -84
2,241   2,282 -41
595   704 -109
159   608 -449
717   2,841 -2,124
1,299   1,813 -514
1,296   1,865 -569
145   369 -224
436   840 -404
2,870   1,546 1,324
290   560 -270
700   1,117 -417
974   1,046 -72
752   1,529 -777
825   1,044 -219
919   979 -60
11,710   12,764 -1,054
280   474 -194
1,072   355 717
741   783 -42
712   504 208
364   480 -116
5,992   7,600 -1,608
10,738   10,470 268
2,359   1,712 647
2,298   1,714 584
673   542 131
831   116 715
1,023   841 182
1,025   808 217
739   687 52
831   527 304
385   337 48
1,471   1,163 308
861   288 573
226   204 22
294   267 27
812   525 287
868   756 112
756   1,098 -342
566   612 -46
1,292   1,157 135
1,545   1,050 495
596   548 48
2,232   2,136 96
3     3
607   696 -89
376   227 149
506   395 111
851   560 291
427   222 205
844   77 767
916   116 800
616   548 68
293   174 119
1,012   922 90
780   245 535
380   341 39
556   336 220
1,770   988 782
393   216 177
345   256 89
1,034   688 346
950   1,607 -657
909   245 664
1,234   403 831
206   174 32
208   108 100
168   76 92
1,686   1,147 539
1,464   755 709
127   79 48
14,979   11,000 3,979
14,769   14,000 769
676   310 366
350   204 146
363   409 -46
545   149 396
1,335   3,059 -1,724
106   37 69
927   1,124 -197
1,247   1,036 211
724   449 275
482   468 14
1,687   1,429 258
1,117   272 845
1,072   739 333
150   136 14
74   65 9
11   10 1
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      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
      1,444
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1
b       16
c       306
d       -298
e       -239
      82
      867
      -59
      264
      73
      -109
      -76
      33
      35
      133
      -106
      149
      270
      -80
      -7
      94
      -1
      -19
      -146
      28
      141
      -530
      3
      -31
      -42
      -19
      -84
      -41
      -109
      -449
      -2,124
      -514
      -569
      -224
      -404
      1,324
      -270
      -417
      -72
      -777
      -219
      -60
      -1,054
      -194
      717
      -42
      208
      -116
      -1,608
      268
      647
      584
      131
      715
      182
      217
      52
      304
      48
      308
      573
      22
      27
      287
      112
      -342
      -46
      135
      495
      48
      96
      3
      -89
      149
      111
      291
      205
      767
      800
      68
      119
      90
      535
      39
      220
      782
      177
      89
      346
      -657
      664
      831
      32
      100
      92
      539
      709
      48
      3,979
      769
      366
      146
      -46
      396
      -1,724
      69
      -197
      211
      275
      14
      258
      845
      333
      14
      9
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 12,720
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 344
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 344
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 344
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 724
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 724
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 380
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet344 RefundedBullet 11 36
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (212) 922-8189

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDWIN J FITZPATRICK TRUSTEE 5-10
    0     		0    
    43 SWAN ROAD
    WINCHESTER,MA01890
    DR ANNE FITZPATRICK TRUSTEE 5-10
    0     		0    
    537 CORRAL DE TIERRA RD
    SALINAS,CA939088950
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    749,986
    b
    Average of monthly cash balances.......................
    1b
    80,455
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    830,441
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    830,441
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,457
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    817,984
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    40,899
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    40,899
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    344
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    344
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    40,555
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    40,555
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    40,555
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    52,268
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    52,268
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,268
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 40,555
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 46,510
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 52,268
    a Applied to 2019, but not more than line 2a 46,510
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 5,758
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		34,797
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EDWIN FITZPATRICK
    43 SWAN ROAD
    WINCHESTER,MA01890
    (212) 922-8189
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIMARY EDUCATIIONAL ORGANIZATIONS & CENTRAL NEW JERSEY ORGANIZATIONS
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WINCHESTER FOUNDATION FOR EDUCATIONAL
    ESCE
    PO BOX 1005
    WINCHESTER,MA01890     		NONE PC GENERAL OPERATING 250
    GOLDEN OLDIES CAT RESCUE
    PO BOX 683
    MONTEREY,CA93942     		NONE PC GENERAL OPERATING 500
    LOAVES FISHES AND COMPUTERS
    938 S MAIN ST
    SALINAS,CA93901     		NONE PC GENERAL OPERATING 500
    GIRLS INC OF THE CENTRAL COAST
    318 CAYUGA ST 209
    SALINAS,CA93901     		NONE PC GENERAL OPERATING 1,005
    HOPES HORSES & KIDS
    22400 INDIAN SPRINGS RD
    SALINAS,CA93908     		NONE PC GENERAL OPERATING 750
    NFS CHARITABLE GIFT FUND
    500 STANTON CHRISTIANA RD
    NEWARK,DE19713     		NONE PC GENERAL OPERATING 7,505
    WINCHESTER PUBLIC LIBRARY
    80 WASHINGTON STREET
    WINCHESTER,MA01890     		NONE PC GENERAL OPERATING PURPOSES 500
    THE MADEIRA SCHOOL
    8328 GEORGETOWN PIKE
    MCLEAN,VA22102     		NONE PC GENERAL OPERATING PURPOSES 3,000
    GOOD SHEPHERD SERVICES
    305 7TH AVE
    NEW YORK,NY10001     		NONE PC GENERAL OPERATING PURPOSES 500
    UNIVERSITY OF MIAMI DEVELOPMENT OFFICE
    OF BUSINESS ADMINISTRATION
    PO BOX 248027
    CORAL GABLES,FL331246520     		NONE PC GENERAL OPERATING PURPOSES 15,000
    BOSTON UNIVERSITY
    SCHOOL OF ENGINEERING
    1 SILBER WAY
    BOSTON,MA02215     		NONE PC GENERAL OPERATING PURPOSES 1,000
    MOUNT HOLYOKE COLLEGE
    THE ALUMNAE FUND
    50 COLLEGE STREET
    SOUTH HADLEY,MA01075     		NONE PC GENERAL OPERATING PURPOSES 1,050
    RANCHO CIELO YOUTH CAMPS
    CFMC/CM GIVES
    PO BOX 6948
    SALINAS,CA93912     		NONE PC GENERAL OPERATING PURPOSES 300
    CARMEL BACH FESTIVAL
    CFMC/MC GIVES
    PO BOX 575
    CARMEL,CA93921     		NONE PC GENERAL OPERATING PURPOSES 1,000
    MEALS ON WHEELS
    CFMC/MC GIVES
    40 CLARK STREET SUITE C
    SALINAS,CA93901     		NONE PC GENERAL OPERATING PURPOSES 500
    BIG SUR LAND TRUST
    CFMC/MC GIVES
    509 HARTNELL STREET
    MONTEREY,CA93940     		NONE PC GENERAL OPERATING PURPOSES 1,000
    MONTEREY COUNTY SYMPHONY
    CFM/MC GIVES
    2560 GARDEN ROAD SUITE 101
    MONTEREY,CA93940     		NONE PC GENERAL OPERATING PURPOSES 500
    COLLEGE OF GENERAL STUDIES
    871 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PC GENERAL OPERATING PURPOSES 1,000
    FRIENDS OF THE HIGHLINE
    820 WASHINGTON STREET
    NEW YORK,NY10014     		NONE PC GENERAL OPERATING PURPOSES 500
    YEAR UP
    45 MILK STREET
    BOSTON,MA02109     		NONE PC GENERAL OPERATING PURPOSES 500
    ANIMAL RESCUE LEGAUE OF BOSTON
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE PC GENERAL OPERATING PURPOSES 250
    NORTH MOUNT HERMON
    DEVELOPMENT OFFICE
    ONE LAMPLIGHTER WAY
    WINCHESTER,MA01890     		NONE PC GENERAL OPERATING PURPOSES 1,500
    WINCHESTER HOSPITAL FOUNDATION
    41 HIGHLAND AVENUE
    WINCHESTER,MA01890     		NONE PC GENERAL OPERATING PURPOSES 1,000
    CAMBRIDGE SCHOOL WESTON
    45 GEORGIAN RD
    BOSTON,MA02493     		NONE PC GENERAL OPERATING PURPOSES 500
    UNIVERSITY OF MIAMI LAW SCHOOL
    OFFICE OF ALUMNI DEVELOPMENT
    PO BOX 248087
    CORAL GABLES,FL33124     		NONE PC GENERAL OPERATING PURPOSES 1,000
    KAZU PUBLIC RADIO
    100 CAMPUS CENTER
    SEASIDE,CA93955     		NONE PC GENERAL OPERATING PURPOSES 2,000
    MONTAGE HEALTH DEVELOPMENT
    40 RYAN RANCH COURT SUITE 200
    MONTEREY,CA93940     		NONE PC GENERAL OPERATING PURPOSES 3,000
    KQED PUBLIC TELEVISION
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		NONE PC GENERAL OPERATING PURPOSES 2,000
    YWCA
    236 MONTEREY STREET
    SALINAS,CA93901     		NONE PC GENERAL OPERATING PURPOSES 400
    SALINAS VALLEY MEMORIAL HOSPITAL
    FOUNDATION
    PO BOX 4760
    SALINAS,CA93912     		NONE PC GENERAL OPERATING PURPOSES 500
    ARVERNECHURCH OFGOD
    1318 CENTRAL AVENUE
    FAR ROCKAWAY,NY11691     		NONE PC GENERAL OPERATING PURPOSES 2,000
    WINCHESTER ABC
    PO BOX 94
    WINCHESTER,MA01890     		NONE PC GENERAL OPERATING PURPOSES 1,000
    Total .................................bullet 3a 52,010
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 14,727  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 12,720  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   27,447  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    27,447
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    RONEY-FITZPATRICK FOUNDATION
    EIN:
    59-6147880
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287507 ISHARES TR S&P MIDCA AT COST 27,688 85,037
    654106103 NIKE INC CL B AT COST 2,278 6,083
    718172109 PHILIP MORRIS INTERN AT COST 4,262 4,719
    79466L302 SALESFORCE COM INC AT COST 208 2,003
    91324P102 UNITED HEALTH GROUP AT COST 3,957 7,364
    G5960L103 MEDTRONIC PLC AT COST 3,953 4,803
    037833100 APPLE COMPUTER INC C AT COST 5,850 24,946
    244199105 DEERE & COMPANY AT COST 3,625 7,533
    92826C839 VISA INC AT COST 4,673 10,718
    988498101 YUM BRANDS INC AT COST 546 2,388
    016255101 ALIGN TECHNOLOGY INC      
    464287804 ISHARES TR S & P SMA AT COST 35,261 67,547
    G47791101 INGERSOLL-RAND PLC      
    00724F101 ADOBE SYS INC COM AT COST 346 4,501
    02079K305 ALPHABET INC/CA AT COST 4,349 12,268
    30161N101 EXELON CORP AT COST 1,626 2,111
    452308109 ILLINOIS TOOL WORKS AT COST 2,517 5,913
    464287465 ISHARES MSCI EAFE IN AT COST 54,566 60,192
    595112103 MICRON TECHNOLOGY AT COST 4,504 8,270
    65339F101 NEXTERA ENERGY INC AT COST 2,071 4,012
    872590104 T -MOBILE US INC AT COST 1,314 2,697
    05569M368 BNY MELLON CORP BOND AT COST 24,000 26,312
    126650100 CVS CORP AT COST 1,736 2,049
    150870103 CELANESE CORP DEL AT COST 1,444 5,587
    29444U700 EQUINIX INC AT COST 2,750 4,285
    64110L106 NETFLIX COM INC AT COST 1,942 2,704
    808513105 SCHWAB CHARLES CORP AT COST 1,914 3,182
    G06242104 ATLASSIAN CORP PLC-C AT COST 581 2,573
    G29183103 EATON CORP PLC AT COST 1,622 5,286
    G5876H105 MARVELL TECHNOLOGY G      
    05569M814 BNY MELLON INTERMEDI AT COST 36,000 37,227
    101137107 BOSTON SCIENTIFIC CO AT COST 4,051 3,955
    166764100 CHEVRONTEXACO CORP AT COST 4,763 4,391
    929089100 VOYA FINANCIAL INC AT COST 2,570 4,705
    002824100 ABBOTT LABORATORIES AT COST 2,059 4,380
    05569M384 BNY MELLON INTL EQUI      
    46625H100 J P MORGAN CHASE & C AT COST 6,769 8,387
    594918104 MICROSOFT CORP COM AT COST 10,005 23,577
    026874784 AMERICAN INTERNATION AT COST 6,144 5,679
    03027X100 AMERICAN TOWER CORP- AT COST 1,370 2,694
    05569M830 BNY MELLON BOND FD C AT COST 36,000 36,957
    17275R102 CISCO SYS INC      
    20030N101 COMCAST CORP NEW CL AT COST 1,032 3,668
    438516106 HONEYWELL INTL INC AT COST 1,911 7,019
    478160104 JOHNSON & JOHNSON CO      
    609207105 MONDELEZ INTERNATION AT COST 3,456 4,678
    742718109 PROCTER & GAMBLE CO AT COST 3,959 5,705
    87165B103 SYNCHRONY FINANCIAL AT COST 4,073 5,554
    882508104 TEXAS INSTRUMENTS IN AT COST 4,525 6,401
    060505104 BANK AMER CORP AT COST 2,639 4,850
    126408103 CSX CORP COM AT COST 2,707 6,353
    21036P108 CONSTELLATION BRANDS      
    254687106 DISNEY (WALT) COMPAN AT COST 549 4,167
    30063P105 EXACT SCIENCES CORP      
    30303M102 FACEBOOK INC AT COST 4,307 11,746
    437076102 HOME DEPOT INC USD 0 AT COST 681 4,781
    552953101 MGM MIRAGE      
    58933Y105 MERCK & CO INC      
    717081103 PFIZER INC COM AT COST 3,828 4,049
    723787107 PIONEER NAT RES CO AT COST 2,372 1,822
    91913Y100 VALERO ENERGY CORP N AT COST 475 1,697
    92828W361 VIRTUS EMERGING MKTS      
    023135106 AMAZON COM INC AT COST 1,169 19,542
    110122108 BRISTOL MYERS SQUIBB AT COST 2,837 3,722
    22160K105 COSTCO WHSL CORP NEW AT COST 482 3,014
    464287234 ISHARES MSCI EMERGIN AT COST 21,540 28,160
    461202103 INTUIT INC COM AT COST 1,101 1,519
    852234103 SQUARE INC - A AT COST 1,879 5,659
    00206R102 AT&T INC      
    007903107 ADVANCED MICRO DEVIC AT COST 1,155 4,586
    05588E850 BNY MELLON HIGH YIEL AT COST 13,500 12,676
    256746108 DOLLAR TREE INC      
    367829884 GATEWAY TR      
    482480100 KLA TENCOR CORP AT COST 1,852 2,848
    92532F100 VERTEX PHARMACEUTICA      
    N6596X109 NXP SEMICONDUCTORS N      
    09661F701 BNYM INTL SMALL CAP- AT COST 7,200 6,700
    05588D753 BNY MELLON INTL EQTY      
    260557103 DOW INC.      
    70450Y103 PAYPAL HOLDINGS INC AT COST 3,430 7,494
    883556102 THERMO ELECTRON CORP AT COST 2,349 4,192
    05587K857 BNYM INTL STCK-Y AT COST 23,047 34,150
    05589K400 BNYM FLTNG RT INC-Y AT COST 13,000 11,851
    78409V104 S & P GLOBAL INC AT COST 2,631 3,945
    89832Q109 TRUIST FINL CORP AT COST 4,487 4,649
    913017109 UNITED TECHNOLOGIES      
    031162100 AMGEN INC      
    05587N794 BNYM GLBL RL RTRN -Y AT COST 15,000 16,502
    05588F709 BNYM GLBL RL EST SEC AT COST 10,778 12,133
    26614N102 DUPONT DE NEMOURS IN      
    G1151C101 ACCENTURE PLC IRELAN      
    00287Y109 ABBVIE INC AT COST 4,101 5,358
    05587N505 BNYM DYN TTL RTRN-Y      
    191216100 COCA-COLA CO USD AT COST 5,890 6,032
    30231G102 EXXON MOBIL CORP      
    874039100 TAIWAN SEMICONDUCTOR      
    12572Q105 CME GROUP INC AT COST 4,716 4,733
    816851109 SEMPRA ENERGY AT COST 2,722 2,166
    00771X419 G Q G PART EMERG MKT AT COST 11,639 18,704
    302491303 F M C CORP COM NEW AT COST 1,822 1,954
    75513E101 RAYTHEON TECHNOLOGIE AT COST 1,582 1,430
    16119P108 CHARTER COMMUNICATIO AT COST 3,177 3,969
    83088M102 SKYWORKS SOLUTIONS I AT COST 1,709 1,987
    67066G104 NVIDIA CORP AT COST 4,127 8,877
    67103H107 O'REILLY AUTOMOTIVE AT COST 2,816 3,168
    532457108 ELI LILLY & CO COM AT COST 3,008 3,208
    55024U109 LUMENTUM HOLDINGS IN AT COST 2,294 2,844
    68902V107 OTIS WORLDWIDE CORP AT COST 2,009 2,702
    G8994E103 TRANE TECHNOLOGIES P AT COST 1,222 7,113
    87234N765 TCW EMERGING MARKETS AT COST 9,000 9,340
    88339J105 TRADE DESK INC/THE AT COST 863 3,204
    009158106 AIR PRODUCTS AND CHE AT COST 2,797 3,552
    256677105 DOLLAR GENERAL CORP AT COST 1,261 1,893
    22788C105 CROWDSTRIKE HOLDINGS AT COST 1,086 2,965
    15135B101 CENTENE CORP DEL AT COST 1,347 1,201
    G46188101 HORIZON THERAPEUTICS AT COST 2,253 2,195
    517834107 LAS VEGAS SANDS CORP AT COST 2,991 3,576

    TY 2020 OtherDecreasesSchedule
    Name:
    RONEY-FITZPATRICK FOUNDATION
    EIN:
    59-6147880
    Description Amount
    PY RETURN OF CAPITAL ADJ 128


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RONEY-FITZPATRICK FOUNDATION
    EIN:
    59-6147880
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 2,578 2,320   258


    TY 2020 TaxesSchedule
    Name:
    RONEY-FITZPATRICK FOUNDATION
    EIN:
    59-6147880
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 242 242   0
    FEDERAL ESTIMATES - INCOME 173 0   0
    FOREIGN TAXES ON NONQUALIFIED 25 25   0