Civic Intelligence

Fitzpatrick Foundation Bryan Fitzpatrick

990PF • Fiscal year 2025 • EIN 54-1851895

Jan 01, 2025 to Dec 31, 2025

Organization Profile
1100 Poydras Street Suite 1350New Orleans, LA 70163

(504) 207-8544

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $391,635Liabilities 2011: $02011Assets 2012: $414,560Liabilities 2012: $02012Assets 2013: $445,140Liabilities 2013: $02013Assets 2014: $901,829Liabilities 2014: $02014Assets 2015: $865,048Liabilities 2015: $02015Assets 2019: $944,133Liabilities 2019: $0Net Assets 2019: $944,1332019Assets 2020: $864,759Liabilities 2020: $0Net Assets 2020: $864,7592020Assets 2021: $946,692Liabilities 2021: $0Net Assets 2021: $946,6922021Assets 2022: $909,662Liabilities 2022: $0Net Assets 2022: $909,6622022Assets 2023: $843,556Liabilities 2023: $0Net Assets 2023: $843,5562023Assets 2024: $807,849Liabilities 2024: $0Net Assets 2024: $807,8492024

Latest loaded filing

2024

Assets$807,849
Liabilities$0
Net Assets$807,849
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $338,106Expenses 2011: $22,824Net Income 2011: $315,2822011Revenue 2012: $15,956Expenses 2012: $26,026Net Income 2012: -$10,0702012Revenue 2013: $26,808Expenses 2013: $35,089Net Income 2013: -$8,2812013Revenue 2014: $543,911Expenses 2014: $46,880Net Income 2014: $497,0312014Revenue 2015: $28,417Expenses 2015: $63,991Net Income 2015: -$35,5742015Revenue 2019: $152,869Expenses 2019: $75,917Net Income 2019: $76,9522019Revenue 2020: $9,212Expenses 2020: $86,217Net Income 2020: -$77,0052020Revenue 2021: $174,445Expenses 2021: $91,687Net Income 2021: $82,7582021Revenue 2022: $66,900Expenses 2022: $103,930Net Income 2022: -$37,0302022Revenue 2023: $26,442Expenses 2023: $92,548Net Income 2023: -$66,1062023Revenue 2024: $43,003Expenses 2024: $78,710Net Income 2024: -$35,7072024

Latest loaded filing

2024

Revenue$43,003
Expenses$78,710
Net Income-$35,707
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
May 13, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES G FITZPATRICKSecretary-$0--
BRYAN W FITZPATRICKPres/Treasur-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL SUPPORT-WOODBERRY FOREST, VA, US$12,500
Paid Grant-GENERAL SUPPORT-MOUNTAIN HOME, NC, US$2,000
Paid Grant-GENERAL SUPPORT-HENDERSONVILLE, NC, US$2,000
Paid Grant-GENERAL SUPPORT-METAIRIE, LA, US$1,000
Filing and Contact Details

Filer

Filer Name
Fitzpatrick Foundation
EIN
54-1851895
Phone
5042078544
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163

Signing Officer

Name
Bryan W Fitzpatrick
Title
Pres/treasurer
Phone
5042078544
Signed
2026-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners LLC
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163
Preparer
Mariska W Roney
Phone
5042078555
Raw XML Appendix268 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02250
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1981894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01010028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS (VARIOUS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OTHER INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt034979
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0192337
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BOOK/TAX DIFFERENCE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0543
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0227866
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0227866
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0192337
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034979
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034979
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0193247
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01325714
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0192337
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0215704
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010362
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0227323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0227866
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0192337
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015779
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0193247
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0550
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01001096
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0807849
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01000546
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt045429
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt045429
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt045429
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048427
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02998
IRS990PF/DistributableAmountGrp/TotalTaxAmt02998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02947
IRS990PF/FMVAssetsEOYAmt01028677
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011792
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018649
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018649
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0796057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0981897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01010028
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0807849
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01000546
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0807849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01000546
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01028677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0807849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01000546
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0807849
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01000546
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0983295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014738
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0968557
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014749
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048427
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0968546
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0983295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES G FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRYAN W FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRES/TREASUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0224 THOMPSON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11100 POYDRAS STREET SUITE 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HENDERSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd170163
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt019900
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt019900
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRYAN W FITZPATRICK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070163
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05042078544
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MOUNTAIN HOME FIRE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PARDEE HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WOODBERRY FOREST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3AL COPELAND FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 264
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1561 FLEMING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2898 WOODBERRY FOREST RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32601 SEVERN AVE 17TH FLR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOUNTAIN HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HENDERSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOODBERRY FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3METAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028758
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222989
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd370002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019900
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021345
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025529
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020685
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019900
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118232
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0143761
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0550
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOOK/TAX DIFFERENCE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0543
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010362
TaxesSchedule/TaxesDetail/Amt01257
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/Amt23100
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1VA SOS
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01257
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN W FITZPATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05042078544
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FITZPATRICK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FITZ
ReturnHeader/Filer/EIN0541851895
ReturnHeader/Filer/PhoneNum05042078544
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070163
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260058143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070163
ReturnHeader/PreparerPersonGrp/PhoneNum05042078555
ReturnHeader/PreparerPersonGrp/PreparationDt02026-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARISKA W RONEY
ReturnHeader/ReturnTs02026-05-13T17:03:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.43$0.79$0.36
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.26$0.93$0.66
2022Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.67$1.04$0.37
2021Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$1.74$0.92$0.83
2020Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.09$0.86$0.77
2019Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$1.53$0.76$0.77
2015Summary only. Only limited summary data is available for this year.$8.65$0.00$0.28$0.64$0.36
2014Summary only. Only limited summary data is available for this year.$9.02$0.00$5.44$0.47$4.97
2013Summary only. Only limited summary data is available for this year.$4.45$0.00$0.27$0.35$0.08
2012Summary only. Only limited summary data is available for this year.$4.15$0.00$0.16$0.26$0.10
2011Summary only. Only limited summary data is available for this year.$3.92$0.00$3.38$0.23$3.15