LAPOSTA-BANKETAS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAPOSTA-BANKETAS FAMILY FOUNDATION (EIN 26-6320501)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349101235
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T07:58:05-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232907845 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADANTE & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GEORGETOWN DR STE 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266320501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPOSTA-BANKETAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAPO | BusinessNameControlTxt |
| Phone | 7242256600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARRINER JONES FITCH 6 SOUTH MA | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALDINE BANKETAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7242256600 | PhoneNum |
| Signature | 2024-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERALDINE | PersonFirstNm |
| Person Last | BANKETAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN C KRATSAS CPA | PreparerPersonNm |
| PTIN | P00436675 | PTIN |
| Phone | 7248693007 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,249,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $85,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,665 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $87,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,682 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,682 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $34,491 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,491 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $34,491 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,302 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,302 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,326 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $21,326 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $58,119 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,507 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,507 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $58,119 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,563 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,311 | CashBOYAmt |
| Cash EOY | $35,557 | CashEOYAmt |
| Cash EOYFMV | $35,557 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,213,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,373,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,544,780 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $796,824 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $715,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $669,386 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,055,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,124,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,249,723 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,055,925 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,124,593 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,055,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,124,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,055,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,124,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,055,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $258,196 | OtherIncreasesAmt |
| Subtotal | $2,124,593 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,124,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AVANTAX - SHORT TERM (CAPITAL GAIN DISTRIBUTION) | P | 2023-01-01 | 2023-12-31 | $106 | $0 | $0 | $106 | $0 | $0 | $0 | $106 |
| AVANTAX - SHORT TERM (EQUITIES) | P | 2023-01-01 | 2023-12-31 | $6,590 | $0 | $7,888 | -$1,298 | $0 | $0 | $0 | -$1,298 |
| AVANTAX - LONG TERM (EQUITIES) | P | 2022-01-01 | 2023-12-31 | $153,889 | $0 | $213,540 | -$59,651 | $0 | $0 | $0 | -$59,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$60,843 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,192 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,626 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,626 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,626 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,576 | OverpaymentAmt |
| Applied To ES Tax | $1,576 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN D MARRINER JR ESQUIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7242256600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SOUTH MAIN STREET SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 153014792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GERALDINE BANKETAS | ||||||||
| 1431 OVERLOOK DRIVE | WEIRTON | WV | 26062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS BANKETAS | ||||||||
| 1431 OVERLOOK DRIVE | WEIRTON | WV | 26062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,166,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,197,176 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,197,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,164,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50 | TotalTaxAmt |
| Distributable Before Adj | $108,161 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $108,161 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $108,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,507 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $218,507 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,161 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $572,382 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,417 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $824,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,507 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $218,507 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,043,472 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $108,161 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $572,382 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $471,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,798 | ExcessFromYear4Amt |
| Excess From Year3 | $36,004 | ExcessFromYear3Amt |
| Excess From Year2 | $123,364 | ExcessFromYear2Amt |
| Excess From Year1 | $83,417 | ExcessFromYear1Amt |
| Excess From Current Year | $218,507 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERALDINE AND THOMAS BANKETAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 SOUTH MAIN STREET SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7242256600 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WEIRTON CHIRSTIAN CENTER | ||||||
| PO BOX 2045 | WEIRTON | WV | 26062 | N/A | CHILDRENS' MINISTRY | $36,051 |
| DUNBAR RECREATION CENTER | ||||||
| 300 KESSEL ST | WEIRTON | WV | 26062 | N/A | SERVING THE COMMMUNITY | $3,000 |
| NATIONAL MS SOCIETY | ||||||
| 1501 REEDSDALE ST | PITTSBURGH | PA | 15223 | N/A | RESEARCH | $1,000 |
| AARON DAVIES MEMORIAL FUND | ||||||
| 307 BELL BLVD | WEIRTON | WV | 26062 | N/A | SCHOLARSHIPS | $800 |
| CANINE ANGELS | ||||||
| 2873 LOBLOLLY AVE | LITTLE RIVER | SC | 295669332 | N/A | TRAINING SERVICE DOGS | $5,000 |
| CHESTER-NEWELL FISH FOUND | ||||||
| 1472 LOCUST HILL ROAD | CHESTER | WV | 26034 | N/A | SERVING THE COMMUNITY (FOOD) | $4,500 |
| COLUMBIANA DOG POUND | ||||||
| 8455 COUNTY HOME ROAD | LIBSON | OH | 44432 | N/A | ANIMAL CARE | $1,000 |
| HOUNDS HAVEN INC | ||||||
| 22 TWP ROAD 150 | DILLONVILLE | OH | 43917 | N/A | ANIMAL CARE | $3,000 |
| HOUSE OF THE CARPENTER INC | ||||||
| 200 S FRONT STREET | WHEELING | WV | 26003 | N/A | SERVING THE COMMUNITY | $2,000 |
| TUNNELL TO TOWERS | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | MINISTRY | $2,000 |
| SW BUTLER FOOD CUPBOARD | ||||||
| 557 PERRY HWY | HARMONY | PA | 16037 | N/A | SERVING THE COMMUNITY (FOOD) | $2,000 |
| SOVEREIGN GRACE FAMILY CHURCH | ||||||
| 13773 N MAIN STREET | JACKSONVILLE | FL | 32218 | N/A | MINISTRY | $2,000 |
| URBAN MISSION MINISTRIES | ||||||
| 301 N 5TH | STEUBENVILLE | OH | 43952 | N/A | SERVING THE COMMUNITY | $2,000 |
| APOLLO FREE METH CHURCH | ||||||
| 1027 STREET RTE 56 E | APOLLO | PA | 15613 | N/A | MINISTRY | $4,500 |
| OLD FRIENDS CABIN CREEK | ||||||
| 483 SAND HILL ROAD | GREENFIELD | NY | 12833 | N/A | SAVING RACEHORSES | $2,000 |
| LOGGERHEAD MARINELIFE CENTER | ||||||
| 14200 US HWY 1 | JUNO BEACH | FL | 33408 | N/A | SAVING LOGGERHEAD TURTLES | $1,000 |
| ELEVATE WORSHIP CENTER | ||||||
| 1329 MAIN STREET | WELLSVILLE | OH | 43968 | N/A | MINISTRY | $3,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | N/A | SAVING ANIMALS | $1,500 |
| FRITZ WILLIAMS SCHOLARSHIP FUND | ||||||
| PO BOX 72 | WEIRTON | WV | 26062 | N/A | STUDENT SCHOLARSHIP | $600 |
| DISABILITY ACTION CENTER | ||||||
| 102 BENONI AVE | FAIRMONT | WV | 26554 | N/A | HELPING DISABLED PERSONNEL | $3,500 |
| ALL SAINTS GREEK ORTHODOX CHURCH | ||||||
| 3528 WEST STREET | WEIRTON | WV | 26062 | N/A | MINISTRY | $2,850 |
| HOPE PROJECT FUMC | ||||||
| 3301 WEST STREET | WEIRTON | WV | 26062 | N/A | MINISTRY | $123,206 |
| KEY ANIMAL CARE FUND | ||||||
| 855 WARDEN RUN RD | WHEELING | WV | 26003 | N/A | ANIMAL CARE | $2,000 |
| OLD FRIENDS INC | ||||||
| 18421 PAYNES DEPOT RD | GEORGETOWN | KY | 40324 | N/A | SAVING RACEHORSES | $1,000 |
| SALVATION ARMY OF GRAYSON COUNTY | ||||||
| 5700 TEXOMA PARKWAY | SHERMAN | TX | 75090 | N/A | MINISTRY | $8,000 |
| WIERTON PARK BOARD | ||||||
| 3420 MAIN ST | WEIRTON | WV | 26062 | N/A | SERVING THE COMMUNITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,507 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,530 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$60,949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,581 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,581 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE DIVIDENDS EARNED WERE FROM THE LAPOSTA-BANKETAS FAMILY FOUNDATION INVESTMENT ACCOUNT WHICH EXISTS FOR CHARITABLE PURPOSES |
| 8 | THE CAPITAL GAINS REALIZED WERE FROM THE SALE OF SECURITIES IN THE LAPOSTA-BANKETAS FAMILY FOUNDATION INVESTMENT ACCOUNT WHICH EXISTS FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS GERALDINE BANKETAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 OVERLOOK DRIVE | AddressLine1Txt |
| City | Weirton | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $85,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | Purchased | 2023-12 | $6,590 | $7,888 | -$1,298 |
| NATIONAL FINANCIAL SERVICES | Purchased | 2023-12 | $153,889 | $213,540 | -$59,651 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AVANTAX #055085 | StockNm |
| EOY Book Value | $1,373,048 | EOYBookValueAmt |
| EOYFMV | $1,544,780 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AVANTAX #055085 | CategoryOrItemTxt |
| Book Value | $715,988 | BookValueAmt |
| EOYFMV | $669,386 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $21,326 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,326 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV | Desc |
| Amt | $258,196 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $1,626 | $1,626 | $1,626 |
| FOREIGN TAX | $676 | $676 | $676 |
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