2022-05-11T08:31:52-07:00 2021-12-31 232907845 MERCADANTE & COMPANY 2200 GEORGETOWN DR STE 202 SEWICKLEY PA 15143 990PF 2021-01-01 266320501 LAPOSTA-BANKETAS FAMILY FOUNDATION LAPO 7242256600 C/O MARRINER JONES FITCH 6 SOUTH MA WASHINGTON PA 15301 GERALDINE BANKETAS TRUSTEE 7242256600 2022-04-18 true GERALDINE BANKETAS XXX-XX-XXXX JONATHAN C KRATSAS CPA P00436675 7248693007 2022-05-11 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 2344812 X 255115 46188 46188 46188 103845 2466499 103875 96564 0 0 405148 150063 142752 0 0 0 2740 2740 2740 0 12083 12083 12083 14823 14823 14823 0 218512 218512 233335 14823 14823 218512 171813 135240 127929 72016 337469 337469 0 0 2008476 1132366 1480311 0 540999 527032 0 0 0 0 2080492 2010834 2344812 0 0 0 0 0 X 2080492 2010834 2080492 2010834 2080492 2010834 2080492 171813 2252305 241471 2010834 EXETER TRUST - SHORT TERM (EQUITIES) P 2021-01-01 2021-12-31 49197 0 0 49197 0 0 0 49197 EXETER TRUST - LONG TERM (EQUITIES) P 2020-01-01 2021-12-31 16815 0 0 16815 0 0 0 16815 AVANTAX - SHORT TERM (CAPITAL GAIN DISTRIBUTION) P 2021-01-01 2021-12-31 9 0 0 9 0 0 0 9 AVANTAX - SHORT TERM (CAPITAL GAIN DISTRIBUTION) P 2021-01-01 2021-12-31 21 0 0 21 0 0 0 21 AVANTAX - SHORT TERM (EQUITIES) P 2021-01-01 2021-12-31 1993621 0 1946284 47337 0 0 0 47337 AVANTAX - LONG TERM (EQUITIES) P 2020-01-01 2021-12-31 406866 0 416370 -9504 0 0 0 -9504 103875 96564 1880 0 1880 0 1880 2400 2400 -2400 520 520 false false false false false false false true true true false false false false true N/A STEPHEN D MARRINER JR ESQUIRE 7242256600 6 SOUTH MAIN STREET SUITE 600 WASHINGTON PA 153014792 false false false false false false false false false false false false false false false false false false false false false 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 NONE 0 NONE 0 1928184 41935 0 1970119 0 1970119 29552 1940567 97028 97028 1880 1880 95148 95148 95148 218512 218512 95148 0 0 572382 9798 36004 618184 218512 0 95148 123364 741548 0 0 0 0 0 741548 0 572382 9798 36004 123364 GERALDINE AND THOMAS BANKETAS 6 SOUTH MAIN STREET SUITE 600 WASHINGTON PA 15301 7242256600 LETTER N/A N/A WEIRTON CHIRSTIAN CENTER PO BOX 2045 WEIRTON WV 26062 N/A CHILDRENS' MINISTRY 138313 DUNBAR RECREATION CENTER 300 KESSEL ST WEIRTON WV 26062 N/A SERVING THE COMMMUNITY 7862 NATIONAL MS SOCIETY 1501 REEDSDALE ST PITTSBURGH PA 15223 N/A RESEARCH 1500 AARON DAVIES MEMORIAL FUND 307 BELL BLVD WEIRTON WV 26062 N/A SCHOLARSHIPS 600 FIRST CHRISTIAN CHURCH 3252 MAIN ST WEIRTON WV 26062 N/A MINISTRY 3000 CANINE ANGELS 2873 LOBLOLLY AVE LITTLE RIVER SC 295669332 N/A TRAINING SERVICE DOGS 4500 CHESTER-NEWELL FISH FOUND 1472 LOCUST HILL ROAD CHESTER WV 26034 N/A SERVING THE COMMUNITY (FOOD) 3500 COLUMBIANA DOG POUND 8455 COUNTY HOME ROAD LIBSON OH 44432 N/A ANIMAL CARE 1000 HIGH ROCKS EDUCATION CORP HC 64 BOX 438 HILLSBORO WV 24946 N/A SERVING WV YOUNG WOMEN 5000 HOUNDS HAVEN INC 22 TWP ROAD 150 DILLONVILLE OH 43917 N/A ANIMAL CARE 2000 HOUSE OF THE CARPENTER INC 200 S FRONT STREET WHEELING WV 26003 N/A SERVING THE COMMUNITY 2000 TUNNELL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A MINISTRY 1000 SW BUTLER FOOD CUPBOARD 557 PERRY HWY HARMONY PA 16037 N/A SERVING THE COMMUNITY (FOOD) 4000 SOVEREIGN GRACE FAMILY CHURCH 13773 N MAIN STREET JACKSONVILLE FL 32218 N/A MINISTRY 2500 URBAN MISSION MINISTRIES 301 N 5TH STEUBENVILLE OH 43952 N/A SERVING THE COMMUNITY 5000 APOLLO FREE METH CHURCH 1027 STREET RTE 56 E APOLLO PA 15613 N/A MINISTRY 3000 OLD FRIENDS CABIN CREEK 483 SAND HILL ROAD GREENFIELD NY 12833 N/A SAVING RACEHORSES 2000 LOGGERHEAD MARINELIFE CENTER 14200 US HWY 1 JUNO BEACH FL 33408 N/A SAVING LOGGERHEAD TURTLES 2000 ELEVATE WORSHIP CENTER 1329 MAIN STREET WELLSVILLE OH 43968 N/A MINISTRY 2000 PLEASANT VALLEY METHODIST CHURCH 3612 HANLIN WAY WEIRTON WV 26062 N/A MINISTRY 6000 HANCOCK COUNTY HUMANE FOUNDATION 241 OHIO RIVER BLVD NEW CUMBERLAND WV 26047 N/A SAVING ANIMALS 3000 FRITZ WILLIAMS SCHOLARSHIP FUND PO BOX 72 WEIRTON WV 26062 N/A STUDENT SCHOLARSHIP 300 DISABILITY ACTION CENTER 102 BENONI AVE FAIRMONT WV 26554 N/A HELPING DISABLED PERSONNEL 2500 ALL SAINTS GREEK ORTHODOX CHURCH 3528 WEST STREET WEIRTON WV 26062 N/A MINISTRY 15937 218512 46188 103845 150033 150033 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 false false false false false false false false false false X X 1 THOMAS GERALDINE BANKETAS 1431 OVERLOOK DRIVE WEIRTON WV 26062 255115 X EXETER TRUST SECURITIES Purchased 2021-12 66012 0 66012 NATIONAL FINANCIAL SERVICES Purchased 2021-12 1993621 1946284 47337 NATIONAL FINANCIAL SERVICES Purchased 2021-12 406866 416370 -9504 AVANTAX #055085 1132366 1480311 AVANTAX #055085 540999 527032 CHANGE IN FMV 241471 INVESTMENT FEE 12083 12083 12083 EXCISE TAX 2447 2447 2447 FOREIGN TAX 293 293 293