LAPOSTA-BANKETAS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAPOSTA-BANKETAS FAMILY FOUNDATION (EIN 26-6320501)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202541839349100504
- Schema version
- 2024v5.2
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T06:55:53-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,229,257 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $58,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,190 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54,190 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $425,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $148 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $44,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,190 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,338 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $44,901 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $44,901 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $44,901 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,317 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,317 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $22,616 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $69,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $69,834 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $69,834 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$349,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,557 | CashBOYAmt |
| Cash EOY | $208,462 | CashEOYAmt |
| Cash EOYFMV | $208,462 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,373,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,217,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,679,183 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $715,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $350,794 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $341,612 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,124,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,776,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,229,257 | 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 | $2,124,593 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,776,891 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,124,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,124,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,776,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,124,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$349,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,064 | OtherIncreasesAmt |
| Subtotal | $1,776,891 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,776,891 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2024-01-01 | 2024-12-31 | $39 | $0 | $0 | $39 | $0 | $0 | $0 | $39 |
| AVANTAX - SHORT TERM (EQUITIES) | P | 2024-01-01 | 2024-12-31 | $4,931 | $0 | $4,822 | $109 | $0 | $0 | $0 | $109 |
| AVANTAX - LONG TERM (EQUITIES) | P | 2023-01-01 | 2024-12-31 | $398,671 | $0 | $434,281 | -$35,610 | $0 | $0 | $0 | -$35,610 |
| AVANTAX - LONG TERM (EQUITIES) | P | 2023-01-01 | 2024-12-31 | $21,541 | $0 | $24,997 | -$3,456 | $0 | $0 | $0 | -$3,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,918 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $148 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,576 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,576 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,576 | 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 | $2,277,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,343,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,343,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,308,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $115,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,407 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,017 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $324,017 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,407 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,004 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,417 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,017 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $324,017 | RemainingDistriFromCorpusAmt |
| Total Corpus | $795,107 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $115,407 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $785,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,004 | ExcessFromYear4Amt |
| Excess From Year3 | $123,364 | ExcessFromYear3Amt |
| Excess From Year2 | $83,417 | ExcessFromYear2Amt |
| Excess From Year1 | $218,507 | ExcessFromYear1Amt |
| Excess From Current Year | $324,017 | 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 (10 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 | $59,853 |
| DUNBAR RECREATION CENTER | ||||||
| 300 KESSEL ST | WEIRTON | WV | 26062 | N/A | SERVING THE COMMMUNITY | $1,000 |
| BEST BUDDIES | ||||||
| 10590 MEADOW MIST LANE | LAS VEGAS | NV | 89135 | N/A | DISABLED INDIVIDUALS | $1,000 |
| AARON DAVIES MEMORIAL FUND | ||||||
| 307 BELL BLVD | WEIRTON | WV | 26062 | N/A | SCHOLARSHIPS | $900 |
| FURRY FRIENDS | ||||||
| 100 CAPITAL STREET | JUPITER | FL | 33458 | N/A | ANIMAL CARE | $1,000 |
| OLD FRIENDS CABIN CREEK | ||||||
| 483 SAND HILL ROAD | GREENFIELD | NY | 12833 | N/A | SAVING RACEHORSES | $1,000 |
| HANCOCK COUNTY HUMANE FOUNDATION | ||||||
| 241 OHIO RIVER BLVD | NEW CUMBERLAND | WV | 26047 | N/A | SAVING ANIMALS | $500 |
| FRITZ WILLIAMS SCHOLARSHIP FUND | ||||||
| PO BOX 72 | WEIRTON | WV | 26062 | N/A | STUDENT SCHOLARSHIP | $700 |
| HOPE PROJECT FUMC | ||||||
| 3301 WEST STREET | WEIRTON | WV | 26062 | N/A | MINISTRY | $253,064 |
| WEIRTON HEIGHTS MEMORIAL BAPTIST CHURCH | ||||||
| 125 IVY ST | WEIRTON | WV | 26062 | N/A | MINISTRY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,017 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,042 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$38,957 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,085 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,085 | 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 | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | Purchased | 2024-12 | $4,931 | $4,822 | $109 |
| NATIONAL FINANCIAL SERVICES | Purchased | 2024-12 | $398,671 | $434,281 | -$35,610 |
| NATIONAL FINANCIAL SERVICES | Purchased | 2024-12 | $21,541 | $24,997 | -$3,456 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AVANTAX #055085 | StockNm |
| EOY Book Value | $1,217,635 | EOYBookValueAmt |
| EOYFMV | $1,679,183 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AVANTAX #055085 | CategoryOrItemTxt |
| Book Value | $350,794 | BookValueAmt |
| EOYFMV | $341,612 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $22,616 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,616 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV | Desc |
| Amt | $2,064 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $1,576 | $1,576 | $1,576 |
| FOREIGN TAX | $741 | $741 | $741 |
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