2022-08-30T12:38:56-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 206296856 Robert J and Jennifer J Banks Charitable Tr ust % Foundation Source ROBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ROBERT J BANKS TRUSTEE 8008391754 2022-08-23 true ROBERT J BANKS 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X X 14088810 X 0 X 281 281 48455 48455 2202910 7247173 2762697 2251646 2811433 0 3052 0 0 3052 98224 98224 35586 383 747 747 53627 25 53602 191236 98632 0 57401 481500 481500 672736 98632 0 538901 1578910 2712801 420383 463647 463647 8698146 10234792 13625163 9118529 10698439 14088810 0 0 X 9118529 10698439 9118529 10698439 9118529 10698439 9118529 1578910 1000 10698439 10698439 Publicly-traded Securities 7247173 4484476 2762697 2762697 2762697 37708 37708 37708 30400 0 7400 37800 X 0 92 92 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 Synovus Trust Company PO Box 120 COLUMBUS GA 31902 Investment MGMT 98224 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 53502 13142565 797592 0 13940157 0 13940157 209102 13731055 686553 686553 37708 37708 648845 1000 649845 649845 538901 0 0 0 0 538901 649845 532961 2019 2018 2017 538901 532961 5940 0 0 643905 0 0 Jennifer J Banks Robert J Banks X ADMIRAL FARRAGUT ACADEMY INC 501 PARK ST N ST PETERSBURG FL 33710 N/A PC General & Unrestricted 5000 BERKELEY PREPARATORY SCHOOL INC 4811 KELLY RD TAMPA FL 33615 N/A PC General & Unrestricted 5000 BRIDGEVILLE AREA HISTORICAL SOCIETY PO BOX 652 BRIDGEVILLE PA 15017 N/A PC General & Unrestricted 15000 CHARGERS SOCCER CLUB INC PO BOX 47026 TAMPA FL 33646 N/A PC General & Unrestricted 2000 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 Charitable Event 500 CLEARWATER SALVATION ARMY TRUST PO BOX 8070 CLEARWATER FL 33758 N/A PC Kettle Klassic Sponsor 6000 EAST JORDAN FAMILY HEALTH CENTER 601 BRIDGE ST EAST JORDAN MI 49727 N/A PC General & Unrestricted 15000 GREAT LAKES CENTER FOR THE ARTS 800 BAY HARBOR DR BAY HARBOR MI 49770 N/A PC General & Unrestricted 5000 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 10000 METROPOLITAN MINISTRIES INC 2002 N FLORIDA AVE TAMPA FL 33602 N/A PC Christmas Match 5000 METROPOLITAN MINISTRIES INC 2002 N FLORIDA AVE TAMPA FL 33602 N/A PC Culinary School 20000 MORTON PLANT MEASE HEALTH CARE FOUNDATION INC 1200 DRUID ROAD S CLEARWATER FL 33756 N/A SO I Morgan Heart Hospital Division 20000 MORTON PLANT MEASE HEALTH CARE FOUNDATION INC 1200 DRUID ROAD S CLEARWATER FL 33756 N/A SO I "The Pathway to Recovery Resource Center" (Resource Center), housed within the Behavioral Health Department at the Hospitals of Morton Plant Mease Program 200000 MUNSON MEDICAL CENTER 1105 6TH ST TRAVERSE CITY MI 49684 N/A PC General & Unrestricted 10000 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 STATE COLLEGE PA 16801 N/A GOV Eric and Molly Barron Renaissance Scholarship Fund 1000 PENNSYLVANIA STATE UNIVERSITY 2583 GATEWAY DR STE 130 STATE COLLEGE PA 16801 N/A GOV Robert J . and Jennifer J . 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CLASS 430275 687700 BOSTON BEER CO INC 81609 88393 BROOKFIELD RESIDENTIAL PROPERT 1116143 1480510 FRONTIER COMMUNICATIONS PARENT 377080 339135 IAC INTERACTIVE CORP 700318 705834 JP MORGAN CHASE 236869 395875 LIBERTY BROADBAND CORPORATION 577139 820590 LIBERTY BROADBAND CORPORATION 776180 821610 META PLATFORMS INC 1161004 1816290 N V R INC 315717 531798 ORGANON & CO 509470 517650 T-MOBILE US INC 611774 545106 UBER 1312821 1551410 VISA INC 581348 628459 ZILLOW GROUP, INC (CL C) 38843 79813 General Consultations 3052 3052 Administrative Fees 53502 53502 Bank Charges 25 25 Office Supplies 100 100 RETURNED GRANTS 1000 Investment Management Services 98224 98224 990-PF Estimated Tax for 2021 30400 990-PF Excise Tax for 2020 4803 Foreign Tax Paid 383 383