2024-05-15T12:27:56-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 206296856 Robert J and Jennifer J Banks Charitable Trust % Foundation Source ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 robert j banks trustee 8008391754 2024-05-14 true robert j banks 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 13000335 X 1004636 76110 76110 45827 45827 232243 3549655 232243 1358816 354180 0 8972 0 0 8972 80494 80494 9407 2057 3560 3560 45574 2057 45574 148007 84608 0 58106 456000 456000 604007 84608 0 514106 754809 269572 262394 3140509 3140509 10050781 7927475 9859826 10313175 11067984 13000335 0 0 X 10313175 11067984 10313175 11067984 10313175 11067984 10313175 754809 11067984 11067984 Publicly-traded Securities 3549655 3317412 232243 232243 232243 3747 3747 3747 3200 0 3200 X 0 547 false false false false false false false true true FL true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Jennifer J Banks Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Robert J Banks Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Kimberly Banks Ritter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Joseph Ritter Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Venator Management 615 Washington Road Suite 106 PITTSBURGH PA 15228 Investment Mgmt 65972 9122990 1804409 0 10927399 0 10927399 163911 10763488 538174 538174 3747 3747 534427 534427 534427 514106 0 0 0 0 514106 534427 507373 2021 2020 2019 514106 507373 6733 0 0 527694 0 0 Jennifer J Banks Robert J Banks X AMERICAN STAGE CO INC PO BOX 1560 ST PETERSBURG FL 33731 N/A PC General & Unrestricted 5000 BERKELEY PREPARATORY SCHOOL INC 4811 KELLY RD TAMPA FL 33615 N/A PC Scholarship Fund 25000 BRIDGEVILLE AREA HISTORICAL SOCIETY PO BOX 652 BRIDGEVILLE PA 15017 N/A PC Capital Improvements 30000 CLEARWATER FREE CLINIC INC 1218 COURT ST CLEARWATER FL 33756 N/A PC General & Unrestricted 10000 HERNANDO-PASCO HOSPICE INC 12470 TELECOM DR STE 301 TEMPLE TERR FL 33637 N/A PC For HPH Hospice 1000 HUMANE SOCIETY OF PINELLAS INC 3040 STATE RD 590 CLEARWATER FL 33759 N/A PC General & Unrestricted 10000 MCLAREN NORTHERN MICHIGAN FOUNDATION 360 CONNABLE AVE PETOSKEY MI 49770 N/A SO I General & Unrestricted 5000 METROPOLITAN MINISTRIES INC 2002 N FLORIDA AVE TAMPA FL 33602 N/A PC Charitable Event 10000 METROPOLITAN MINISTRIES INC 2002 N FLORIDA AVE TAMPA FL 33602 N/A PC Culinary Arts Program 10000 OAKHURST METHODIST CHURCH 13400 PARK BLVD SEMINOLE FL 33776 N/A PC Charitable Event 9000 OAKHURST METHODIST CHURCH 13400 PARK BLVD SEMINOLE FL 33776 N/A PC Baby Basics of Pinellas County 5000 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 BRISTOL PL STATE COLLEGE PA 16801 N/A GOV Robert J . and Jennifer J . Banks Scholarship Fund 50000 QUANTUM LEAP FARM INC 10401 WOODSTOCK RD ODESSA FL 33556 N/A PC General & Unrestricted 10000 READY FOR LIFE INC 2300 TALL PINES DR STE 100 LARGO FL 33771 N/A PC General & Unrestricted 15000 SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS T 9099 130TH AVE LARGO FL 33773 N/A PC General & Unrestricted 10000 SPRING LAKE RANCH INC 1169 SPRING LAKE RD SHREWSBURY VT 05738 N/A PC Banks' Project 225000 SUNCOAST ANIMAL LEAGUE 1030 PENNSYLVANIA AVE PALM HARBOR FL 34683 N/A PC General & Unrestricted 10000 SUNCOAST VOICES FOR CHILDREN FOUNDATION INC 8550 ULMERTON RD STE 255 LARGO FL 33771 N/A PC General & Unrestricted 10000 THE HORSES FOR HANDICAPPED FOUNDATION OF PINELLAS 9610 125TH ST SEMINOLE FL 33772 N/A PC General & Unrestricted 5000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 1000 456000 14 76110 14 45827 18 232243 354180 354180 false false false false false false false false false false X X 1 Banks Jennifer J 9912 Windtree Blvd Seminole FL 33772 202989 X 2 Banks Robert J 516 Lakeview Road Villa III Clearwater FL 33756 801647 X 1 ALPHABET INC CL C GOOG, 325 sh. 45904 2023-12-20 1 UBER UBER, 650 sh. 39943 2023-12-20 1 JP MORGAN CHASE JPM, 275 sh. 46181 2023-12-20 1 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 198 sh. 70961 2023-12-20 2 ALPHABET INC CL C GOOG, 1300 sh. 183617 2023-12-20 2 UBER UBER, 5000 sh. 307250 2023-12-20 2 T-MOBILE US INC TMUS, 2000 sh. 310780 2023-12-20 ALPHABET INC CL A 317676 349225 ALPHABET INC CL C 1312641 1779240 AMAZON COM 1042815 1139550 BERKSHIRE HATHAWAY INC. CLASS 70961 70619 BRP GROUP INC 812190 737414 CHARTER COMMUNICATIONS, INC 165580 194340 JP MORGAN CHASE 245054 403988 LIBERTY BROADBAND CORPORATION 356019 201600 META PLATFORMS INC 558904 707920 N V R INC 401854 700045 NETFLIX INC 254584 681632 PNC FINANCIAL GROUP INC 252290 247760 PORSCHE AUTOMOBILE PFD 266749 143187 T-MOBILE US INC 310780 320660 UBER 853864 1271421 VISA INC 705514 911225 General Consultations 8972 8972 Administrative Fees 45536 45536 Office Supplies 38 38 Investment Management Services 80494 80494 990-PF Estimated Tax for 2023 3200 990-PF Excise Tax for 2022 4150 FOREIGN TAXES 2057