2021-02-12T09:35:33-06:00 2020-07-31 042530803 SMITH WATSON & CO LLP 7 NORTH ST SUITE 205 PITTSFIELD MA 01201 990PF 2019-08-01 202612696 JANE AND JACK FITZPATRICK TRUST JANE 4132981036 PO BOX 1164 STOCKBRIDGE MA 01262 TAMARA T STEVENS TRUSTEE 4132981036 2020-12-11 true BRYON M SHERMAN P00396128 4134649940 2021-01-29 X 2019 2022-09-23 18:48:47Z X 20818857 X X 26386 26386 26386 414488 414488 414488 67463 3111242 67463 23533 23533 531870 508337 464407 20000 15000 22955 22955 7654 3827 93870 93870 125 11402 7105 2974 166085 93870 41782 885000 885000 1051085 93870 926782 -519215 414467 464407 3434552 1604026 1604026 449268 738003 795868 9129213 9431511 13503477 1873365 1256160 1302796 2188605 3402016 3378953 381006 147269 245139 233737 233737 17320142 16665453 20818857 0 X 17320142 16665453 17320142 16665453 17320142 16665453 17320142 -519215 1114234 17915161 1249708 16665453 PUBLICLY TRADED SECURITIES P 572784 658609 -85825 -85825 PUBLICLY TRADED SECURITIES P 2538458 2385170 153288 153288 67463 false 676482 19314623 0.035024 735486 17841784 0.041223 665095 15139545 0.043931 680000 14130205 0.048124 942068 14106174 0.066784 0.235086 0.047017 19630935 922988 4145 927133 926782 8289 8289 8289 21478 21478 13189 13189 false false false false false false false true true MA true false false false false true WWW.FITZPATRICKTRUST.ORG TAMARA T STEVENS 4132981036 50 MAIN STREET STOCKBRIDGE MA 012629701 false false false false false false false false false false false false false false false false false false false false TAMARA T STEVENS MONUMENT VALLEY ROAD GREAT BARRINGTON MA 01230 TRUSTEE 7.50 20000 0 0 CASEY ROTHSTEIN-FITZPATRICK 864 UNDERMOUNTAIN ROAD SHEFFIELD MA 01257 TRUSTEE 1.00 0 0 0 PETER WILLIAMS PO BOX 1191 STOCKBRIDGE MA 01262 TRUSTEE 4.00 0 0 0 NONE WELLS FARGO 66 WEST STREET 4 PITTSFIELD MA 01201 INVESTMENT MGMT 57166 GRANT TO PEDIATRIC DEVELOPMENT CENTER, INC. FOR BUILDING IMPROVEMENTS. 125000 GRANT TO THE MASSACHUSETTE AUDUBON SOCIETY PLEASANT VALLEY FOR BUILDING IMPROVEMENTS. 100000 GRANT TO COMMUNITY ACCESS FOR THE ARTS, INC. FOR BUILDING IMPROVEMENTS. 100000 GRANT TO THE MOUNT, EDITH WHARTON'S HOME FOR RENOVATIONS. 100000 N/A 17420246 2179373 330264 19929883 19929883 298948 19630935 981547 981547 8289 8289 973258 973258 973258 926782 926782 926782 973258 88817 926782 88817 837965 135293 TAMARA T STEVENS PO BOX 1164 STOCKBRIDGE MA 01262 4132981306 PERSONAL LETTER NONE NONE NORMAN ROCKWELL MUSEUM 9 GLENDALE ROAD STOCKBRIDGE MA 01262 PLANNING GRANT 50000 PEDIATRIC DEVELOPMENT CENTER INC 388 COLUMBUS AVENUE PITTSFIELD MA 01201 BUILDING GRANT 125000 CLINTON CHURCH RESTORATION INC PO BOX 1075 GREAT BARRINGTON MA 01230 RENOVATION GRANT 75000 RIVERBROOK RESIDENCE INC 4 ICE GLEN ROAD STOCKBRIDGE MA 01262 CAPITAL IMPROVEMENT GRANT 10000 SCHUMACHER CENTER FOR NEW ECONOMICS 140 JUG END ROAD GREAT BARRINGTON MA 01230 BUILDING GRANT 60000 MASS AUDUBON PLEASENT VALLEY 472 W MOUNTAIN ROAD LENOX MA 01240 BUILDING GRANT 100000 STOCKBRIDGE SINFONIA INC 1045 WEST STREET PITTSFIELD MA 01201 CAPITAL IMPROVEMENT GRANT 1000 COMMUNITY ACCESS TO THE ARTS INC 420 STOCKBRIDGE ROAD GREAT BARRINGTON MA 01230 BUILDING GRANT 100000 LEVER INC 85 MAIN STREET NORTH ADAMS MA 01247 RENOVATION GRANT 24000 THE MOUNT 2 PLUNKETT STREET LENOX MA 01240 RENOVATION GRANT 100000 IS 183 ART SCHOOL 13 WILLARD HILL ROAD STOCKBRIDGE MA 01262 CAPITAL IMPROVEMENT GRANT 15000 HANCOCK SHAKER VILLAGE 1843 WEST HOUSATONIC ST PITTSFIELD MA 01201 RENOVATION GRANT 100000 VOLUNTEERS IN MEDICINE 777 SOUTH MAIN STREET GREAT BARRINGTON MA 01230 COVID-19 EMERGENCY RELIEF GRANT 25000 BERKSHIRE UNITED WAY 200 SOUTH STREET PITTSFIELD MA 01201 COVID-19 EMERGENCY RELIEF GRANT 50000 CONSTRUCT INC 41 MAHAIWE STREET GREAT BARRINGTON MA 01230 COVID-19 EMERGENCY RELIEF GRANT 50000 885000 26386 414488 67463 REFUNDS 20783 SALES 2750 531870 531870 4 TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS 8 TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS 11A TO BE UTILIZED FOR CHARITABLE CONTRIBUTIONS false false false false false false false false false false ACCOUNTING AND TAX PREPARATION 7654 3827 LEASEHOLD IMPROVEMENTS 2009-01-02 364859 119720 S/L 32.0000 11402 OFFICE EQUIPMENT 2009-01-02 10058 10058 S/L 7.0000 OFFICE EQUIPMENT 2009-09-01 6089 6089 S/L 5.0000 CORPORATE BONDS 1256160 1302796 CORPORATE STOCK 9431511 13503477 CASH & MONEY MARKET FUNDS AT COST 3019981 3019981 FOREIGN BOND AT COST COLLECTABLES AT COST 182035 110035 GOLD AT COST 200000 248937 381006 147269 233737 233737 LEGAL FEES 22955 22955 UNREALIZED PRIOR YEAR BALANCE 1249708 EXPENSES OFFICE EXPENSES 1197 INSURANCE 1713 BOARD EXPENSE 39 BANK FEES 25 REFUNDS 20783 20783 SALES 2750 2750 INDEPENDENT BANK CORP 79912 UNREALIZED GAINS CURRENT YEAR 1034322 INVESTMENT MANAGEMENT 93870 93870 STATE TAXES 125