2026-05-13T21:49:48-04:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 206296856 Robert J and Jennifer J Banks Charitable Trust % Foundation Source ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Robert Banks Trustee 8008391754 2026-05-11 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 14189928 X 992949 175350 175350 34228 34228 1717834 3264367 2141616 2920361 2351194 0 108204 108204 5000 1376 1376 58963 58963 173543 108204 60339 5482039 5482039 5655582 108204 5542378 -2735221 2242990 0 4289899 2108262 2108262 6967778 6414194 12081666 11257677 8522456 14189928 0 0 X 11257677 8522456 11257677 8522456 11257677 8522456 11257677 -2735221 8522456 8522456 Publicly-traded Securities 3264367 1122751 2141616 2141616 2141616 31178 31178 31178 5047 0 5047 X 0 26131 0 false false false false false false true true true FL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Jennifer J Banks Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Robert J Banks Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Kimberly Banks Ritter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Joseph Ritter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Synovus 1605 MAIN STREET STE 107 SARASOTA FL 34236 Investment Mgmt 83713 Foundation Source 55 Walls Drive Ste 302 Fairfield CT 06824 Administrative 58448 10878438 4003217 0 14881655 0 14881655 223225 14658430 732922 732922 31178 31178 701744 701744 701744 5542378 0 0 0 0 5542378 701744 591732 2023 2022 2021 5542378 591732 701744 4248902 4248902 0 4248902 4248902 Jennifer J Banks Robert J Banks X COMMUNITY DENTAL CLINIC INC 1390 S MISSOURI AVE CLEARWATER FL 33756 N/A PC General & Unrestricted 10000 LEVEEN-ROACH SCHOLARSHIP FUND OF SECESSION GOLF CL 100 ISLANDS CAUSEWAY BEAUFORT SC 29907 N/A PC General & Unrestricted 200 MUNSON MEDICAL CENTER 1105 6TH ST TRAVERSE CITY MI 49684 N/A PC General & Unrestricted 20000 OAKHURST UNITED METHODIST CHURCH 13400 PARK BLVD SEMINOLE FL 33776 N/A PC Baby Basics of Pinellas County 5000 OPERATION HEALING FORCES INC 5100 W KENNEDY BLVD STE 100 TAMPA FL 33609 N/A PC General & Unrestricted 1000 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 BRISTOL PL ONE STATE COLLEGE PA 16801 N/A GOV Robert J. and Jennifer J. Banks Scholarship Fund 50000 SPRING LAKE RANCH INC 1169 SPRING LAKE RD SHREWSBURY VT 05738 N/A PC Banks' Expansion Project 861660 SPRING LAKE RANCH INC 1169 SPRING LAKE RD SHREWSBURY VT 05738 N/A PC Banks' Expansion Project 4520025 SPRING LAKE RANCH INC 1169 SPRING LAKE RD SHREWSBURY VT 05738 N/A PC Banks' Expansion Project - Soft Costs 13654 THE SALVATION ARMY 1625 N BELCHER RD CLEARWATER FL 33765 N/A PC Charitable Event 500 5482039 14 175350 14 34228 18 1717834 1927412 1927412 false false false false false false false false false false X X 1 Banks Jennifer J 9912 Windtree Blvd Seminole FL 33772 496091 X 2 Banks Robert J 516 Lakeview Road Villa III Clearwater FL 33756 496858 X 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 700 sh. 349548 2025-12-29 1 JP MORGAN CHASE JPM, 450 sh. 146543 2025-12-29 2 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 995 sh. 496858 2025-12-29 ALPHABET INC CL A 180002 469500 ALPHABET INC CL C 1153742 3608700 AMAZON COM 1042815 1731150 BERKSHIRE HATHAWAY INC. CLASS 846407 851992 BRP GROUP INC 726611 668034 JP MORGAN CHASE 335917 789439 META PLATFORMS INC 506441 1188162 N V R INC 401854 729277 NETFLIX INC 366578 375040 UBER 405333 898810 VISA INC 448494 771562 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $4,890,308. This amount represents 25% or more of the Foundation's net assets of $16,528,225 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 58778 58778 Office Supplies 185 185 Investment Management Services 108204 108204 990-PF Estimated Tax for 2025 5000