LAPOSTA-BANKETAS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAPOSTA-BANKETAS FAMILY FOUNDATION (EIN 26-6320501)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-12-07
- IRS object ID
- 201643429349100504
- Schema version
- 2015v2.1
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-07T09:25:12-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aaron Accounting PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 E Maiden St | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDSAY J AARON CPA | PreparerPersonNm |
| Phone | 7242222870 | PhoneNum |
| Preparation | 2016-12-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,462,540 | 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 | $124,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $834,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $160,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,424 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $140 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $925 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,518 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,392 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,919 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,295 | CashBOYAmt |
| Cash EOY | $42,349 | CashEOYAmt |
| Cash EOYFMV | $42,349 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,448,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,494,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,420,191 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,450,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,536,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,462,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,450,111 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,536,644 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,450,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,450,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,536,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,450,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,533 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,536,644 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Exeter Trust Company - Investment Sale Detail Attached | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $1,002,528 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,029,485 | CostOrOtherBasisAmt |
| Gain Or Loss | -$26,957 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$26,957 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,957 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$26,957 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,523 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,331,964 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046190 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,856 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,270,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,844 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $738,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033660 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,973 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $498,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $260,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045444 | DistributionYr5Rt |
| Total Distribution | 0.180329 | TotalDistributionRt |
| Average Distribution | 0.036066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,398,610 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $565 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,919 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $565 | SubtotalAmt |
| Tax Based On Investment Income | $565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,180 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $325 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,505 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,505 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $934 | OverpaymentAmt |
| Applied To ES Tax | $934 | 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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | STEPHEN D MARRINER JR ESQUIRE | IndividualWithBooksNm |
| 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 | $1,415,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,419,909 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,419,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,398,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $565 | TotalTaxAmt |
| Distributable Before Adj | $69,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,366 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,919 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,919 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $565 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,419 | UndistributedIncomePYAmt |
| Qualifying Distributions | $65,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,419 | AppliedToYear1Amt |
| Applied To Current Year | $500 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $68,866 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
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 | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| First United Methodist Church | ||||||
| 3301 West Street | Weirton | WV | 26062 | N/A | local ministryFor assistance with | $14,519 |
| The House of the Carpenter | ||||||
| 200 South Front Street | Wheeling | WV | 26003 | N/A | ministy and servingFor assistance withthose who are in need | $3,000 |
| First Christian Church | ||||||
| 3252 Main Street | Weirton | WV | 26062 | N/A | local ministryFor assistance with | $3,000 |
| Weirton Christian Center | ||||||
| 3012 Elm Street | Weirton | WV | 26062 | N/A | community serviceFor assistance with | $5,300 |
| Weirton Salvation Army | ||||||
| 794 Cove Road | Weirton | WV | 26062 | N/A | community serviceFor assistance with | $3,000 |
| Urban Mission Ministries Inc | ||||||
| 301 N 5th Street | Steubenville | OH | 43952 | N/A | community serviceFor assistance with | $2,500 |
| Pleasant Valley United Methodist Church | ||||||
| 101 Lisa Court | Weirton | WV | 26062 | N/A | the annual expenses ofFor assistance withoperating the Church | $3,000 |
| Chester-Newell FISH Foundation | ||||||
| 1472 Locust Hill Rd | Chester | WV | 26034 | N/A | utility assistanceTo provide food andto those in need | $2,600 |
| Apollo Free Meth Church | ||||||
| 1027 State Route 56 E | Apollo | PA | 15613 | N/A | local ministryFor assistance with | $1,500 |
| Cornerstone TV | ||||||
| 1 Signal Hill Drive | Wall | PA | 15148 | N/A | the annual expenses ofFor assistance withoperating the organization | $1,000 |
| Hounds Haven Inc | ||||||
| 22 Twp Rd 150 | Dillonvalle | OH | 43917 | N/A | the annual expenses ofFor assistance withoperating the organization | $2,000 |
| Canine Angels | ||||||
| 98 Shadow Moss Place | North Myrtle Beach | SC | 29582 | N/A | the annual expenses ofFor assistance withoperating the organization | $3,000 |
| Weirton Hts Free Meth Church | ||||||
| 300 School Street | Weirton | WV | 26062 | N/A | the annual expenses ofFor assistance withoperating the Church | $1,500 |
| High Rock Educational Corporation | ||||||
| HC 64 Box 438 | Hillsboro | WV | 24946 | N/A | the annual expenses ofFor assistance withoperating the organization | $3,000 |
| Sovereign Grace Family Church | ||||||
| 13773 N Main St | Jacksonville | FL | 32216 | N/A | the annual expenses ofFor assistance withoperating the Church | $1,000 |
| World Help | ||||||
| 1148 Corporate Park Dr | Forest | VA | 24551 | N/A | the annual expenses ofFor assistance withoperating the organization | $1,000 |
| Hancock County Animal Shelter | ||||||
| 715 Gas Valley Rd | New Cumberland | WV | 26047 | N/A | the annual expenses ofFor assistance withoperating the organization | $9,200 |
| All Saints Greek Orthodox Church | ||||||
| West St | Weirton | WV | 26062 | N/A | local ministryFor assistance with | $2,100 |
| AHEPA | ||||||
| 3633 West St | Weirton | WV | 26062 | N/A | community education andFor assistance withministry | $1,000 |
| St Paul School | ||||||
| 140 Walnut St | Weirton | WV | 26062 | N/A | community educationFor assistance with | $100 |
| Leukemia & Lymphoma Society | ||||||
| 6280 S Valley View Blvd Suite 342 | Las Vegas | NV | 89118 | N/A | serving the illTo provide assistance with | $500 |
| St James Methodist Church | ||||||
| PO Box | Pine Grove | WV | 26419 | N/A | with a roof repairTo provide assistance | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,919 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,424 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$26,957 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,467 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,467 | 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 losses incurred were from the sale of securities in the Laposta-Banketas Family Foundation investment acount 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 AND 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 | $124,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (80 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| Manning & Napier Fd. Inc. - Core Bd Ser | 2015-05 | Purchased | 2015-07 | $20,710 | $20,905 | -$195 |
| Manning & Napier Fd. Inc. - Core Bd Ser | 2015-05 | Purchased | 2015-09 | $95,487 | $96,111 | -$624 |
| Manning & Napier Fd Inc. - Core Plus Bd Series I | 2014-10 | Purchased | 2015-05 | $488,561 | $502,330 | -$13,769 |
| Manning & Napier Fd Inc. - Core Plus Bd Series I | 2014-10 | Purchased | 2015-09 | $6,773 | $7,082 | -$309 |
| Manning & Napier Fd Inc. - HY Bond I | 2014-10 | Purchased | 2015-04 | $725 | $767 | -$42 |
| 3M Company | 2014-10 | Purchased | 2015-12 | $316 | $297 | $19 |
| ABB LTD | 2014-10 | Purchased | 2015-12 | $243 | $277 | -$34 |
| Abbvie Inc. | 2014-10 | Purchased | 2015-04 | $3,695 | $3,526 | $169 |
| Accenture PLC | 2014-10 | Purchased | 2015-12 | $322 | $238 | $84 |
| Apple Inc. | 2014-10 | Purchased | 2015-04 | $12,009 | $9,899 | $2,110 |
| Automatic Data Processing Inc. | 2014-10 | Purchased | 2015-12 | $87 | $76 | $11 |
| Bzxalta Inc. | 2015-04 | Purchased | 2015-08 | $1,476 | $1,259 | $217 |
| Baxter Intl Inc. | 2015-04 | Purchased | 2015-09 | $1,446 | $1,477 | -$31 |
| Boeing Co | 2014-10 | Purchased | 2015-12 | $295 | $243 | $52 |
| Canon Inc. | 2014-10 | Purchased | 2015-12 | $60 | $61 | -$1 |
| Caterpillar Inc. | 2014-10 | Purchased | 2015-12 | $286 | $394 | -$108 |
| Chemours Co | 2015-04 | Purchased | 2015-08 | $7 | $11 | -$4 |
| Chemours Co | 2015-04 | Purchased | 2015-09 | $82 | $157 | -$75 |
| Cisco Systems Inc. | 2014-10 | Purchased | 2015-12 | $354 | $309 | $45 |
| CNOOC LTD | 2014-10 | Purchased | 2015-12 | $225 | $316 | -$91 |
| Coca-Cola Co | 2014-10 | Purchased | 2015-04 | $8,215 | $8,264 | -$49 |
| Colgate-Palmolive Co | 2014-10 | Purchased | 2015-12 | $266 | $264 | $2 |
| Conocophillips | 2014-12 | Purchased | 2015-04 | $5,354 | $5,393 | -$39 |
| Diageo PLC | 2014-10 | Purchased | 2015-12 | $116 | $115 | $1 |
| Dow Chemical Co | 2014-10 | Purchased | 2015-12 | $260 | $234 | $26 |
| DuPont EI De Nemours & Co | 2015-04 | Purchased | 2015-12 | $201 | $207 | -$6 |
| Emerson Electric Co | 2014-10 | Purchased | 2015-12 | $251 | $311 | -$60 |
| Ericsson CL B | 2014-10 | Purchased | 2015-12 | $38 | $45 | -$7 |
| Exxon Mobil Corp | 2014-12 | Purchased | 2015-04 | $9,340 | $10,009 | -$669 |
| General Dynamics Corp | 2015-04 | Purchased | 2015-12 | $290 | $268 | $22 |
| General Mills Inc. | 2015-04 | Purchased | 2015-12 | $234 | $226 | $8 |
| Glaxosmithkline PLC | 2014-12 | Purchased | 2015-04 | $5,417 | $5,231 | $186 |
| Halyard Health Inc. | 2014-10 | Purchased | 2015-04 | $97 | $75 | $22 |
| Hewlett Packard Enterprise Company | 2015-09 | Purchased | 2015-12 | $1,838 | $2,172 | -$334 |
| Home Depot Inc. | 2014-10 | Purchased | 2015-12 | $1,754 | $1,241 | $513 |
| HP Inc. | 2015-04 | Purchased | 2015-12 | $215 | $271 | -$56 |
| Illinois Tool Works Inc. | 2014-10 | Purchased | 2015-12 | $373 | $353 | $20 |
| Intel Corp | 2014-10 | Purchased | 2015-04 | $65 | $66 | -$1 |
| International Business Machines Corp | 2015-04 | Purchased | 2015-12 | $276 | $331 | -$55 |
| Johnson & Johnson | 2014-10 | Purchased | 2015-12 | $918 | $935 | -$17 |
| JPMorgan Chase & Co | 2015-04 | Purchased | 2015-12 | $334 | $317 | $17 |
| Kimberly-Clark Corp | 2014-12 | Purchased | 2015-04 | $2,258 | $2,293 | -$35 |
| Lilly Eli & Co | 2014-10 | Purchased | 2015-04 | $3,400 | $3,097 | $303 |
| Lockheed Martin Corp | 2014-10 | Purchased | 2015-12 | $226 | $182 | $44 |
| Lyondellbasell Industries | 2015-04 | Purchased | 2015-12 | $192 | $193 | -$1 |
| M&N Equity Inc Ser Cl I | 2014-10 | Purchased | 2015-04 | $493 | $484 | $9 |
| M&N Equity Inc Ser Cl I | 2014-10 | Purchased | 2015-11 | $24,323 | $24,210 | $113 |
| Manning & Napier - Inflaction Focus Eqty | 2014-12 | Purchased | 2015-04 | $27,398 | $28,746 | -$1,348 |
| Manning & Napier Emg Mkts Cl I | 2015-04 | Purchased | 2015-09 | $34,491 | $47,185 | -$12,694 |
| Manning & Napier Fd Inc Real Estate | 2014-10 | Purchased | 2015-04 | $2,488 | $2,644 | -$156 |
| Manning & Napier Fd Inc Real Estate | 2014-10 | Purchased | 2015-11 | $9,957 | $10,712 | -$755 |
| McDonalds Corp | 2014-10 | Purchased | 2015-12 | $572 | $459 | $113 |
| Merck & Co Inc. | 2014-10 | Purchased | 2015-12 | $429 | $454 | -$25 |
| Microsoft Corp | 2014-10 | Purchased | 2015-12 | $4,744 | $4,033 | $711 |
| Novartis AG Namen | 2014-10 | Purchased | 2015-04 | $9,712 | $8,577 | $1,135 |
| NTT Docomo Inc. | 2014-10 | Purchased | 2015-12 | $173 | $145 | $28 |
| Occidental Petroleum Corp | 2014-12 | Purchased | 2015-04 | $3,704 | $3,828 | -$124 |
| Pepsico Inc. | 2014-10 | Purchased | 2015-12 | $101 | $95 | $6 |
| Pfizer Inc. | 2014-10 | Purchased | 2015-12 | $66 | $58 | $8 |
| Philip Morris Intl Inc. | 2014-12 | Purchased | 2015-04 | $7,198 | $7,525 | -$327 |
| PNC Financial Services Group Inc. | 2015-04 | Purchased | 2015-12 | $95 | $92 | $3 |
| Procter & Gamble Co | 2014-10 | Purchased | 2015-12 | $989 | $1,121 | -$132 |
| Qualcomm Inc. | 2015-04 | Purchased | 2015-12 | $49 | $69 | -$20 |
| Raytheon Company | 2015-04 | Purchased | 2015-12 | $252 | $215 | $37 |
| Royal Dutch Shell Cl A | 2014-12 | Purchased | 2015-04 | $8,663 | $9,711 | -$1,048 |
| Sanofi-Aventis ADR | 2014-10 | Purchased | 2015-12 | $265 | $320 | -$55 |
| Schlumberger LTD | 2015-04 | Purchased | 2015-12 | $233 | $277 | -$44 |
| Siemens AG ADR | 2014-10 | Purchased | 2015-04 | $5,379 | $5,461 | -$82 |
| Statoilgydro ASA | 2014-12 | Purchased | 2015-04 | $4,050 | $4,573 | -$523 |
| Target Corp | 2015-04 | Purchased | 2015-12 | $73 | $81 | -$8 |
| Teva Pharmaceutical Inds LTD | 2014-10 | Purchased | 2015-12 | $504 | $430 | $74 |
| Texas Instruments Inc. | 2014-10 | Purchased | 2015-12 | $287 | $237 | $50 |
| Toyota Motor Corp | 2014-10 | Purchased | 2015-04 | $5,552 | $4,582 | $970 |
| US Bancorp | 2015-04 | Purchased | 2015-12 | $307 | $300 | $7 |
| Unilever PLC | 2014-10 | Purchased | 2015-12 | $480 | $433 | $47 |
| United Parcel Service Inc. | 2014-10 | Purchased | 2015-12 | $104 | $102 | $2 |
| United Technologies Corp | 2015-04 | Purchased | 2015-12 | $195 | $233 | -$38 |
| Verizon Communications | 2014-12 | Purchased | 2015-04 | $5,023 | $5,026 | -$3 |
| Walmart Stores Inc. | 2014-10 | Purchased | 2015-12 | $544 | $692 | -$148 |
| Wells Fargo & Co | 2015-04 | Purchased | 2015-12 | $110 | $109 | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Manning & Napier Fund Inc. Core Plue Bd Ser I | $184,562 | $173,035 |
| Manning & Napier Fund Inc. Core Bd Ser Fd Cl I | $415,149 | $404,201 |
| Manning & Napier Fund Inc HY Bd I | $113,714 | $99,912 |
| CNOOC LTD ADR | $4,359 | $3,131 |
| Schlumberger LTD | $6,685 | $5,371 |
| Dow Chemical Co | $4,536 | $4,891 |
| DuPont Ei De Nemours & Co | $4,557 | $4,729 |
| Lyondellbasell Industries | $3,656 | $3,389 |
| Boeing Co | $6,102 | $6,796 |
| General Dynamics Corp | $3,799 | $3,846 |
| Lockheed Martin Corp | $4,170 | $4,777 |
| Raytheon Company | $3,009 | $3,487 |
| United Technologies Corp | $5,746 | $4,996 |
| 3M Company | $7,933 | $7,984 |
| Emerson Electric Co | $3,948 | $3,348 |
| ABB LTD | $4,325 | $3,741 |
| Catepillar Inc. | $4,288 | $3,262 |
| Illinois Tool Works Inc | $3,004 | $3,151 |
| Union Pacific Corp | $5,493 | $4,066 |
| United Parcel Service Inc. | $6,060 | $5,870 |
| Accenture PLC | $4,275 | $5,225 |
| Automatic Data Processing Inc | $3,347 | $3,643 |
| Diageo PLC | $5,065 | $4,908 |
| Pepsico Inc | $11,572 | $12,190 |
| General Mills Inc. | $3,107 | $3,171 |
| Unilever PLC | $6,843 | $7,330 |
| Procter & Gamble Co | $13,393 | $13,103 |
| Colgate-Palmolive Co | $5,117 | $5,193 |
| Johnson & Johnson | $13,873 | $14,073 |
| Merck & Co Inc. | $12,601 | $11,937 |
| Pfizer Inc. | $11,723 | $12,557 |
| Sanofi-Aventis ADR | $8,138 | $6,739 |
| Teva Pharmaceutial Inds LTD | $3,776 | $4,201 |
| Home Depot Inc. | $9,993 | $12,564 |
| Target Corp | $3,778 | $3,413 |
| Walmart Stores Inc. | $13,299 | $11,218 |
| Thomson Reuters Corp | $3,105 | $2,877 |
| McDonalds Corp | $8,420 | $10,396 |
| M&N Equity Income Ser | $337,939 | $322,100 |
| Manning & Napier Fund Inc Real Estate | $123,819 | $101,352 |
| NTT Docomo Inc | $5,335 | $6,335 |
| JPMorgan Chase & Co | $11,239 | $11,687 |
| PNC Financial Services Group Inc | $3,476 | $3,622 |
| US Bancorp | $5,245 | $5,248 |
| Wells Fargo & Co | $13,075 | $13,101 |
| International Business Machines Corp | $7,443 | $6,331 |
| Microsoft Corp | $11,040 | $13,482 |
| Canon Inc ADR | $3,719 | $3,585 |
| Cisco Systems Inc | $7,924 | $8,500 |
| Ericsson ADR | $3,593 | $3,123 |
| HP Inc | $2,075 | $1,693 |
| Intel Corp | $10,379 | $10,990 |
| Qualcomm Inc | $7,056 | $5,498 |
| Texas Instruments Inc | $4,418 | $4,823 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $5,392 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,392 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $1,518 | $1,518 |
| Supplies | $40 |
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