2025-05-13T08:24:38-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 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 2025-05-01 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 16528225 X 983731 205738 205738 37738 37738 -263509 1894267 218639 963698 462115 0 1593 0 0 1593 105774 105774 5547 1787 1787 54850 54850 169551 105774 0 58230 604454 604454 774005 105774 0 662684 189693 356341 3140509 4289899 4289899 7927475 6967778 12238326 11067984 11257677 16528225 0 0 X 11067984 11257677 11067984 11257677 11067984 11257677 11067984 189693 11257677 11257677 Publicly-traded Securities 1894267 1675628 218639 218639 218639 4953 4953 4953 5000 0 5000 X 0 47 47 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 Ste 106 PITTSBURGH PA 15228 Investment MGT 87210 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 54809 10706350 4150001 0 14856351 0 14856351 222845 14633506 731675 731675 4953 4953 726722 726722 726722 662684 0 0 0 0 662684 726722 527694 662684 527694 134990 0 0 591732 0 0 Jennifer J Banks Robert J Banks X AMERICAN HEART ASSOCIATION INC PO BOX 840692 DALLAS TX 75284 N/A PC General & Unrestricted 1000 BRIDGEVILLE AREA HISTORICAL SOCIETY PO BOX 652 BRIDGEVILLE PA 15017 N/A PC General & Unrestricted 10000 CLEARWATER FREE CLINIC INC 1218 COURT ST CLEARWATER FL 33756 N/A PC General & Unrestricted 5000 CLEARWATER SALVATION ARMY TRUST PO BOX 8070 CLEARWATER FL 33758 N/A PC General & Unrestricted 2500 GROSSE POINTE WOODS FOUNDATION PO BOX 361068 GROSSE PT FRM MI 48236 N/A PC General & Unrestricted 1000 LEVEEN-ROACH SCHOLARSHIP FUND OF SECESSION GOLF CL 100 ISLANDS CAUSEWAY BEAUFORT SC 29907 N/A PC General & Unrestricted 200 MARINE CORPS SCHOLARSHIP FOUNDATION INC 909 N WASHINGTON ST STE 400 ALEXANDRIA VA 22314 N/A PC The Basic School (TBS) 4-67 Scholarship Fund 2500 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 SPRING LAKE RANCH INC 1169 SPRING LAKE RD SHREWSBURY VT 05738 N/A PC Banks' Project 114228 SPRING LAKE RANCH INC 1169 SPRING LAKE RD SHREWSBURY VT 05738 N/A PC Banks' Expansion Project 418026 604454 14 205738 14 37738 18 -263509 -20033 -20033 false false false false false false false false false false X X 1 Banks Jennifer J 9912 Windtree Blvd Seminole FL 33772 496334 X 2 Banks Robert J 516 Lakeview Road Villa III Clearwater FL 33756 487396 X 1 UBER UBER, 1350 sh. 88580 2024-12-09 1 NETFLIX INC NFLX, 260 sh. 238276 2024-12-09 1 META PLATFORMS INC META, 275 sh. 169478 2024-12-09 2 UBER UBER, 2400 sh. 157476 2024-12-09 2 NETFLIX INC NFLX, 360 sh. 329920 2024-12-09 ALPHABET INC CL A 317676 473250 ALPHABET INC CL C 1224365 2285281 AMAZON COM 1042815 1645425 BRP GROUP INC 726611 1077528 JP MORGAN CHASE 245054 569311 META PLATFORMS INC 728382 1332035 N V R INC 401854 817890 NETFLIX INC 822779 1800466 UBER 752728 1131000 VISA INC 705514 1106140 General Consultations 1593 1593 Administrative Fees 54809 54809 Office Supplies 41 41 Investment Management Services 105774 105774 990-PF Estimated Tax for 2024 5000 990-PF Excise Tax for 2023 547