Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

59-6147880
B Telephone number (see instructions)

2129228189
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,031,841J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 20,085 20,085  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,552
b Gross sales price for all assets on line 6a 231,060
7 Capital gain net income (from Part IV, line 2)... 23,552
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........ 43,637 43,637  
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
List of Attached Documents:
// Content
3,451 3,106   345
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,770 352   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.......... 5,221 3,458 0 345
25 Contributions, gifts, grants paid....... 45,615 45,615
26 Total expenses and disbursements. Add lines 24 and 25 ................ 50,836 3,458 0 45,960
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,199
b Net investment income (if negative, enter -0-) 40,179
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 11,718 25,825 25,825
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 666,316 Click to see attachment
List of Attached Documents:
// Content
645,459 		1,006,016
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 678,034 671,284 1,031,841
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 678,034 671,284
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)..... 678,034 671,284
30 Total liabilities and net assets/fund balances (see instructions). 678,034 671,284
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
678,034
2
Enter amount from Part I, line 27a .....................
2
-7,199
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
500
4
Add lines 1, 2, and 3 ..........................
4
671,335
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
51
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
671,284
Form 990-PF (2025)
Form 990-PF (2025)
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 18. ALLSTATE CORP   2022-11-15 2025-01-10
b 13. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 5. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 22. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 20. E Q T CORP   2024-12-13 2025-01-10
10. HUBBELL INC COM     2025-01-10
40. NEWMONT CORPORATION   2023-12-14 2025-01-10
16. PINDUODUO INC-ADR   2024-10-31 2025-01-10
3. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
8. BIO-TECHNE CORP   2024-02-21 2025-01-13
2. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
4. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
10. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
9. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
7. BECTON DICKINSON AND COMPANY     2025-02-06
5. CONSTELLATION ENERGY   2023-09-25 2025-02-21
7. GE VERNOVA LLC   2024-08-08 2025-03-10
6. APPLE INC     2025-03-12
19. CME GROUP INC     2025-03-12
20. CONOCOPHILLIPS   2024-03-20 2025-03-17
60. E Q T CORP     2025-03-17
50. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
1. ALPHABET INC/CA-CL A   2024-03-20 2025-03-20
26. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
13. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
17. ISHARES CORE S&P 500 ETF   2023-07-13 2025-04-04
410. ISHARES MSCI EMERGING MARKETS EX   2022-11-08 2025-04-04
50. US BANCORP DEL   2024-10-24 2025-04-10
1. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
1. HUBSPOT INC   2023-06-30 2025-04-14
30. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
10. SANOFI   2023-12-14 2025-04-15
40. SANOFI     2025-04-16
50. INGERSOLL RAND INC   2024-02-21 2025-04-25
20. CHEWY INC - CLASS A   2023-09-25 2025-04-29
4. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
13. ALPHABET INC/CA-CL A     2025-05-29
18. CONOCOPHILLIPS   2024-08-01 2025-06-04
4. CONOCOPHILLIPS   2024-03-20 2025-06-04
14. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
9. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
19. ALPHABET INC/CA-CL A     2025-06-24
60. GENERAL MOTORS CO   2024-03-20 2025-06-30
18. 3M CO     2025-07-02
13. ALPHABET INC/CA-CL A     2025-07-14
1. AMAZON COM INC   2024-08-28 2025-07-14
10. AMAZON COM INC   2024-03-20 2025-07-14
1. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
2. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
1. HUBSPOT INC   2023-06-30 2025-07-14
1. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
12. NVIDIA CORP   2024-02-21 2025-07-14
7. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
14. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
2. INTUITIVE SURGICAL INC   2024-06-12 2025-07-21
17. ZOETIS INC     2025-07-21
.325 CHEVRON CORPORATION   2025-04-03 2025-07-28
20. METLIFE INC   2024-10-04 2025-07-30
30. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
50. BAXTER INTERNATIONAL INC     2025-07-31
5. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
10. BLOCK INC   2023-06-30 2025-08-06
2. GE VERNOVA LLC   2024-08-08 2025-08-11
46. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
11. DANAHER CORP     2025-08-27
6. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
7. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
20. DOMINION ENERGY INC   2024-04-09 2025-09-04
3. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
2. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
6. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
3. GE VERNOVA LLC   2024-08-08 2025-09-09
50. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
30. DEXCOM INC   2025-01-15 2025-09-26
20. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
1. DANAHER CORP   2025-03-17 2025-10-08
16. DANAHER CORP     2025-10-08
100. AT&T INC     2025-10-21
3. MICROSOFT CORPORATION   2024-02-21 2025-10-22
1. MONGODB INC   2024-11-26 2025-10-22
60. AT&T INC     2025-10-23
94. KENVUE INC     2025-10-24
66. KENVUE INC   2024-03-20 2025-10-27
11. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
1705.913 BNYM INTL STCK-Y     2025-11-11
10. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
2. CUMMINS ENGINE INC   2025-10-08 2025-11-19
2. IDEXX LABS INC   2025-07-21 2025-11-19
10. NEWMONT CORPORATION   2025-02-06 2025-11-19
8. ATLASSIAN CORP   2025-04-25 2025-11-21
13. BIONTECH SE-ADR   2025-04-14 2025-11-21
5. CARLISLE COMPANIES INC     2025-11-21
13. CHEVRON CORPORATION   2025-04-03 2025-11-21
10. CITIGROUP INC   2025-07-31 2025-11-21
8. MONGODB INC   2024-11-26 2025-11-21
20. NEWMONT CORPORATION   2025-02-06 2025-11-21
14. SHOPIFY INC-A W/I     2025-11-21
30. BLOCK INC   2023-06-30 2025-11-21
7. BIONTECH SE-ADR   2025-04-14 2025-11-24
3. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
6. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
2. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
8. LABCORP HOLDINGS INC     2025-12-17
3. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
CAPITAL GAIN DIVIDENDS P    
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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 3,224   2,375 849
b 2,224   2,601 -377
c 856   681 175
d 1,615   1,568 47
e 982   910 72
4,215   4,066 149
1,561   1,652 -91
1,519   1,933 -414
1,512   1,640 -128
603   570 33
1,032   1,093 -61
2,064   2,098 -34
2,470   2,795 -325
2,037   2,107 -70
1,584   1,894 -310
1,423   558 865
1,895   1,231 664
1,300   1,346 -46
4,852   3,768 1,084
1,995   2,432 -437
3,081   2,376 705
3,669   2,465 1,204
163   148 15
1,924   2,978 -1,054
1,857   2,125 -268
8,739   7,659 1,080
21,152   19,716 1,436
1,860   2,421 -561
530   360 170
538   532 6
1,241   1,929 -688
507   486 21
2,042   1,925 117
3,746   4,427 -681
742   364 378
1,081   1,964 -883
2,231   1,846 385
1,552   1,952 -400
345   486 -141
2,403   923 1,480
1,550   593 957
3,183   2,438 745
2,946   2,530 416
2,772   1,876 896
2,355   1,489 866
225   171 54
2,254   1,762 492
477   360 117
367   132 235
542   532 10
519   426 93
1,978   807 1,171
743   730 13
1,487   915 572
1,035   853 182
2,510   3,057 -547
50   48 2
1,494   1,681 -187
679   1,197 -518
1,102   1,678 -576
873   330 543
761   661 100
1,302   352 950
4,773   3,007 1,766
2,253   2,540 -287
814   2,125 -1,311
928   2,479 -1,551
1,171   989 182
734   581 153
483   387 96
1,432   1,161 271
1,812   528 1,284
2,284   2,449 -165
2,011   2,433 -422
3,090   2,035 1,055
205   213 -8
3,279   3,568 -289
2,595   1,825 770
1,568   1,197 371
321   337 -16
1,474   1,076 398
1,407   1,913 -506
989   1,340 -351
1,652   1,861 -209
40,345   30,908 9,437
758   704 54
947   873 74
1,372   1,041 331
888   449 439
1,127   1,842 -715
1,254   1,323 -69
1,553   2,068 -515
1,950   1,905 45
971   950 21
2,539   2,694 -155
1,642   898 744
2,023   1,590 433
1,807   1,983 -176
672   712 -40
778   622 156
1,551   1,243 308
516   422 94
2,055   1,623 432
758   596 162
      709
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      709
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      709
      709
      709
      709
      709
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       849
b       -377
c       175
d       47
e       72
      149
      -91
      -414
      -128
      33
      -61
      -34
      -325
      -70
      -310
      865
      664
      -46
      1,084
      -437
      705
      1,204
      15
      -1,054
      -268
      1,080
      1,436
      -561
      170
      6
      -688
      21
      117
      -681
      378
      -883
      385
      -400
      -141
      1,480
      957
      745
      416
      896
      866
      54
      492
      117
      235
      10
      93
      1,171
      13
      572
      182
      -547
      2
      -187
      -518
      -576
      543
      100
      950
      1,766
      -287
      -1,311
      -1,551
      182
      153
      96
      271
      1,284
      -165
      -422
      1,055
      -8
      -289
      770
      371
      -16
      398
      -506
      -351
      -209
      9,437
      54
      74
      331
      439
      -715
      -69
      -515
      45
      21
      -155
      744
      433
      -176
      -40
      156
      308
      94
      432
      162
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 23,552
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
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 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) 1 558
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 558
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- ..... 5 558
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,040
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 1,040
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 482
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax482 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressN/A
14
The books are in care ofBNY MELLON NA Telephone no. (212) 922-8189

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
973,740
b
Average of monthly cash balances.......................
1b
20,731
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
994,471
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
994,471
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,917
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
979,554
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
48,978
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
48,978
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
558
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
558
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
48,420
4
Recoveries of amounts treated as qualifying distributions................
4
500
5
Add lines 3 and 4............................
5
48,920
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 XII, line 1 ...
7
48,920
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
45,960
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
45,960
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 48,920
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 44,615
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 45,960
a Applied to 2024, but not more than line 2a 44,615
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 2025 distributable amount..... 1,345
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		47,575
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

FAST FRIENDS

PO BOX 10093
SWANZEY,NH034460000 		NONE   GENERAL OPERATING 500

MOUNT HOLYOKE COLLEGE

50 COLLEGE STREET
SOUTH HADLEY,MA01075 		NONE   GENERAL OPERATING 2,000

ANIMAL RESCUE LEAGUE OF BOSTON

10 CHANDLER ST
BOSTON,MA021165221 		NONE   GENERAL OPERATING 1,500

CAMBRIDGE SCHOOL OF WESTON INC

45 GEORGIAN RD
WESTON,MA024932110 		NONE   GENERAL OPERATING 1,000

THE VINCENT CLUB

71 BRIMMER ST
BOSTON,MA021083321 		NONE   GENERAL OPERATING 1,000

NORTHFIELD MOUNT HERMON SCHOOL

1 LAMPLIGHTER WAY
MOUNT HERMON,MA013549637 		NONE   GENERAL OPERATING 1,500

LARS ANDERSON MUSEUM

15 NEWTON ST
BROOKLINE,MA02445 		NONE   GENERAL OPERATING 1,000

ARVERNE CHURCH OF GOD INC

1318 CENTRAL AVE
FAR ROCKAWAY,NY116913909 		NONE   GENERAL OPERATING 1,000

KHAN ACADEMY

PO BOX 1630
MOUNTAIN VIEW,CA94042 		NONE   GENERAL OPERATING 2,500

MINDS MATTER

19360 RINALDI ST BOX 705
PORTER RANCH,CA913261607 		NONE   GENERAL OPERATING 500

HOPE HORSES & KIDS

1218 PADRE DR
SALINAS,CA939012211 		NONE   GENERAL OPERATING 1,158

EASTIE FARM INC

6 CHELSEA TER EAST
BOSTON,MA021281739 		NONE   GENERAL OPERATING 1,057

UNIVERSITY OF MIAMI

PO BOX 248106
CORAL GABLES,FL331248106 		NONE   GENERAL OPERATING 7,500

YWCA

1020 19TH ST NW
WASHINGTON,DC20036 		NONE   GENERAL OPERATING 400

MEALS ON WHEELS OF THE SALINAS VALLEY IN

40 CIARK SKEET SUITE C
SALINAS,CA939010000 		NONE   GENERAL OPERATING 500

NATIVIDAD MEDICAL FOUNDATION INC

PO BOX 4427
SALINAS,CA939124427 		NONE   GENERAL OPERATING 2,000

CARMEL BACH FESTIVAL FOUNDATION INC

PO BOX 575
CARMEL,CA939210575 		NONE   GENERAL OPERATING 1,000

RANCHO CIELO INC

710 OLD STAGE RD
SALINAS,CA939089757 		NONE   GENERAL OPERATING 500

GOLDEN OLDIES CAT RESCUE

PO BOX 683
MONTEREY,CA939420683 		NONE   GENERAL OPERATING 750

MONTEREY COUNTY SYMPHONY ASSN

PO BOX 7130
CARMEL BY THE,CA939217130 		NONE   GENERAL OPERATING 800

BIG SUR LAND TRUST

509 HARTNELL ST
MONTEREY,CA939402825 		NONE   GENERAL OPERATING 500

SALINAS VALLEY HEALTH FOUNDATION

PO BOX 4760
SALINAS,CA939124760 		NONE   GENERAL OPERATING 2,000

COMMUNITY HUMAN SERVICES

2511 GARDEN RD STE A160
MONTEREY,CA939405377 		NONE   GENERAL OPERATING 500

MEALS ON WHEELS

550 WEST HILLSBOROUGH AVENUE
TAMPA,FL33603 		NONE   GENERAL OPERATING 500

WINCHESTER PUBLIC LIBRARY

80 WASHINGTON STREET
WINCHESTER,MA01890 		NONE   GENERAL OPERATING 500

THE MADEIRA SCHOOL

8328 GEORGETOWN PIKE
MCLEAN,VA22102 		NONE   GENERAL OPERATING 1,000

GOOD SHEPHERD SERVICES

305 7TH AVE
NEW YORK,NY10001 		NONE   GENERAL OPERATING 500

COLLEGE OF GENERAL STUDIES

871 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE   GENERAL OPERATING 1,500

WINCHESTER HOSPITAL FOUNDATION

41 HIGHLAND AVENUE
WINCHESTER,MA01890 		NONE   GENERAL OPERATING 1,500

MONTAGE HEALTH DEVELOPMENT

40 RYAN RANCH COURT SUITE 200
MONTEREY,CA93940 		NONE   GENERAL OPERATING 2,000

KQED PUBLIC TELEVISION

2601 MARIPOSA STREET
SAN FRANCISCO,CA94110 		NONE   GENERAL OPERATING 1,450

WINCHESTER ABC

PO BOX 94
WINCHESTER,MA01890 		NONE   GENERAL OPERATING 1,000

BOSTON UNIVERSITY SCHOOL OF ENGINEERING

48 CUMMINGTON MALL RM 207
BOSTON,MA02215 		NONE   GENERAL OPERATING 1,000

KAZU PUBLIC RADIO

100 CAMPUS CENTER BOX 201-ROOM 317
SEASIDE,CA93955 		NONE   GENERAL OPERATING 2,000

UNIVERSITY OF MIAMI SCHOOL OF LAW

1311 MILLER DR
CORAL GABLES,FL33124 		NONE   GENERAL OPERATING 1,500
Total ................................. 3a 45,615
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 20,085  
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 23,552  
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) ..   43,637  
13Total. Add line 12, columns (b), (d), and (e)..................
13
43,637
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 CORE S&P MID AT COST 16,070 102,300
91324P102 UNITED HEALTH GROUP AT COST 1,981 3,301
037833100 APPLE INC AT COST 9,984 26,914
464287804 ISHARES CORE S&P SMA AT COST 30,028 79,439
02079K305 ALPHABET INC/CA-CL A AT COST 5,044 28,483
464287465 ISHARES MSCI EAFE IN AT COST 54,566 79,225
05569M368 BNY MELLON CORP BOND AT COST 39,000 39,651
05569M814 BNY MELLON INTERMEDI AT COST 41,000 39,049
929089100 VOYA FINANCIAL INC AT COST 2,738 3,725
46625H100 J P MORGAN CHASE & C AT COST 2,871 9,344
594918104 MICROSOFT CORPORATIO AT COST 10,093 32,403
026874784 AMERICAN INTERNATION AT COST 758 2,567
05569M830 BNY MELLON BOND FUND AT COST 41,000 34,916
060505104 BANK OF AMERICA CORP AT COST 5,291 7,700
023135106 AMAZON COM INC AT COST 8,703 22,390
05587K857 BNYM INTL STCK-Y      
12572Q105 CME GROUP INC AT COST 1,932 3,004
00771X419 G Q G PART EMERG MKT AT COST 20,639 27,055
G8994E103 TRANE TECHNOLOGIES P AT COST 224 3,503
09260B382 BLACKROCK STRAT INC AT COST 36,659 35,877
46434G764 ISHARES MSCI EMERGIN      
00206R102 AT&T INC AT COST 1,511 2,236
517834107 LAS VEGAS SANDS CORP AT COST 2,480 4,556
020002101 ALLSTATE CORP COM      
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 1,771 3,341
04621X108 ASSURANT INC AT COST 4,265 4,817
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 7,298 10,556
16679L109 CHEWY INC - CLASS A AT COST 1,634 2,975
17275R102 CISCO SYSTEMS INC AT COST 5,774 8,473
21037T109 CONSTELLATION ENERGY AT COST 1,561 4,946
22160N109 COSTAR GROUP INC AT COST 3,333 2,690
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 2,912 3,515
35671D857 FREEPORT-MCMORAN INC AT COST 4,017 4,571
38145N220 GOLDMAN SACHS ABS RE AT COST 14,180 16,365
443573100 HUBSPOT INC AT COST 3,191 2,408
452327109 ILLUMINA INC AT COST 3,241 2,754
46120E602 INTUITIVE SURGICAL I AT COST 1,870 2,832
464287200 ISHARES CORE S&P 500 AT COST 22,526 34,247
56585A102 MARATHON PETROLEUM C AT COST 1,936 2,114
64110L106 NETFLIX COM INC AT COST 1,762 3,750
651639106 NEWMONT CORPORATION AT COST 1,347 2,996
67066G104 NVIDIA CORP AT COST 7,119 44,387
759916109 REPLIGEN CORP AT COST 2,683 2,786
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 3,110 3,592
G25508105 CRH PLC AT COST 2,518 4,992
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 3,898 4,517
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 2,168 2,158
14064D774 FULLTHALER BEH S/C G AT COST 9,320 9,917
20825C104 CONOCOPHILLIPS      
25278X109 DIAMONDBACK ENERGY I AT COST 2,871 3,007
254687106 WALT DISNEY CO/THE AT COST 4,982 5,006
26884L109 E Q T CORP AT COST 2,696 4,288
320517105 FIRST HORIZON NATL C AT COST 1,964 3,107
36828A101 GE VERNOVA LLC AT COST 703 2,614
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 4,174 5,032
38141G104 GOLDMAN SACHS GROUP AT COST 3,476 7,911
443201108 HOWMET AEROSPACE INC AT COST 1,977 6,151
443510607 HUBBELL INC COM AT COST 5,667 6,662
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 2,808 2,363
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 4,539 6,165
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 3,798 3,230
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 2,829 2,323
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
88579Y101 3M CO      
902973304 US BANCORP DEL      
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 2,547 2,823
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 6,821 7,685
H01301128 ALCON INC AT COST 3,658 3,152
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 2,844 2,840
08265T208 BENTLEY SYSTEMS INC AT COST 2,330 1,908
11135F101 BROADCOM INC AT COST 7,905 10,729
126408103 C S X CORP AT COST 2,868 3,263
14040H105 CAPITAL ONE FINANCIA AT COST 2,522 3,393
147528103 CASEYS GENERAL STORE AT COST 2,238 2,211
14949P208 CAUSEWAY INTL VALUE AT COST 7,500 7,170
200340107 COMERICA INC AT COST 2,716 3,477
231021106 CUMMINS ENGINE INC AT COST 2,136 2,552
233203421 DFA EMERG MKTS CORE AT COST 21,344 27,859
247361702 DELTA AIR LINES INC AT COST 1,809 2,082
25659T107 DOLBY LABORATORIES I AT COST 3,132 2,569
260003108 DOVER CORPORATION AT COST 2,977 3,319
291011104 EMERSON ELECTRIC COM AT COST 3,191 3,185
30231G102 EXXON MOBIL CORP AT COST 5,725 6,017
30303M102 META PLATFORMS INC AT COST 9,562 9,241
345370860 FORD MOTOR CO DEL AT COST 2,172 2,624
444859102 HUMANA INC AT COST 4,595 4,354
45168D104 IDEXX LABS INC AT COST 1,562 2,030
46654Q724 JPMORGAN HEDGED EQUI AT COST 9,196 10,629
478160104 JOHNSON & JOHNSON AT COST 7,456 9,313
518439104 ESTEE LAUDER COMPANI AT COST 4,625 5,236
57636Q104 MASTERCARD INC AT COST 2,773 2,854
680223104 OLD REPUBLIC INTERNA AT COST 3,623 3,651
717081103 PFIZER INC AT COST 2,894 2,739
808513105 SCHWAB CHARLES CORP AT COST 1,476 1,998
81762P102 SERVICENOW INC AT COST 4,119 3,064
82509L107 SHOPIFY INC-A W/I AT COST 1,546 2,415
871607107 SYNOPSYS INC AT COST 4,569 5,167
882508104 TEXAS INSTRUMENTS IN AT COST 2,334 2,255
883556102 THERMO FISHER SCIENT AT COST 7,305 8,112
L8681T102 SPOTIFY TECHNOLOGY S AT COST 2,899 2,904

TY 2025 OtherDecreasesSchedule
Name:
RONEY-FITZPATRICK FOUNDATION
EIN:
59-6147880
Description Amount
MUTUAL FUND TIMING ADJ 39
ROUNDING 12


TY 2025 OtherIncreasesSchedule
Name:
RONEY-FITZPATRICK FOUNDATION
EIN:
59-6147880
Description Amount
RECOVERY OF GRANTS PAID 500


TY 2025 OtherProfessionalFeesSchedule
Name:
RONEY-FITZPATRICK FOUNDATION
EIN:
59-6147880
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 3,451 3,106   345


TY 2025 TaxesSchedule
Name:
RONEY-FITZPATRICK FOUNDATION
EIN:
59-6147880
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 232 232   0
FEDERAL TAX PAYMENT - PRIOR YE 378 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,040 0   0
FOREIGN TAXES ON NONQUALIFIED 120 120   0