STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BLAKE FAMILY FOUNDATION (EIN 20-2052913)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-15
IRS object ID
202132889349100538
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-15T11:58:52-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351445791PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Honegger Ringger & Co IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11905 N Main StreetAddressLine1Txt
CityBlufftonCityNm
State AbbreviationINStateAbbreviationCd
ZIP46714ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202052913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAKE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLAKBusinessNameControlTxt
Phone2604382743PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9AddressLine1Txt
CityHAMILTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS P BLAKEPersonNm
Person TitleDirectorPersonTitleTxt
Signature2021-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS PPersonFirstNm
Person LastBLAKEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarla S Lipscomb CPAPreparerPersonNm
PTINP00388404PTIN
Phone2608244107PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$459,332FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,434DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,434DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,811NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$255,722GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,929CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,245TotalRevAndExpnssAmt
Total Net Invst Incm$18,363TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,745AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,745AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,263OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$5,263OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$304TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,312TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,008TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,812TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,508TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,567ExcessRevenueOverExpensesAmt
Net Investment Income$18,363NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$116,421SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,741SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,741SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$270,766OtherInvestmentsBOYAmt
Other Investments EOY$340,879OtherInvestmentsEOYAmt
Other Investments EOYFMV$444,591OtherInvestmentsEOYFMVAmt
Total Assets BOY$387,187TotalAssetsBOYAmt
Total Assets EOY$355,620TotalAssetsEOYAmt
Total Assets EOYFMV$459,332TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$387,187RetainedEarningBOYAmt
Retained Earning EOY$355,620RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$387,187TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$355,620TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$387,187TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$355,620TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$387,187TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,567ExcessRevenueOverExpensesAmt
Subtotal$355,620SubtotalAmt
Tot Net Ast Or Fund Balances EOY$355,620TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-01-012020-12-31$137,170$141,222-$4,052-$4,052
PUBLICLY TRADED SECURITIESP2020-01-012020-12-31$5,652$4,902$750$750
PUBLICLY TRADED SECURITIESP2019-01-012020-12-31$106,643$100,743$5,900$5,900
PUBLICLY TRADED SECURITIESP2019-01-012020-12-31$6,257$5,044$1,213$1,213
Wash Sale$1,118
FieldValueIRS element (for citing)
Capital Gain Net Income$4,929CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,184NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$255InvestmentIncomeExciseTaxAmt
Subtotal$255SubtotalAmt
Tax Based On Investment Income$255TaxBasedOnInvestmentIncomeAmt
Tax Due$255TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS P BLAKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2604382743PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9AddressLine1Txt
CityHAMILTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46742ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS P BLAKE
PO BOX 9HAMILTONIN46742DIRECTOR1.00$0
CINDY BLAKE
PO BOX 9HAMILTONIN46742DIRECTOR1.00$0
TED PENNER
8115 TRINITY ROADDEFIANCEOH43512DIRECTOR1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,581AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$65,581TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$65,581AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$984CashDeemedCharitableAmt
Net Vl Noncharitable Assets$64,597NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,230MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,230MinimumInvestmentReturnAmt
Tax Based On Investment Income$255TaxBasedOnInvestmentIncomeAmt
Total Tax$255TotalTaxAmt
Distributable Before Adj$2,975DistributableBeforeAdjAmt
Distributable Before Ded$2,975DistributableBeforeDedAmt
Distributable As Adjusted$2,975DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,508ExpensesAndContributionsAmt
Qualifying Distributions$48,508QualifyingDistributionsAmt
Adjusted Qualifying Distri$48,508AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,975DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$60,523ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,617ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$63,779ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$57,044ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,220ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$269,183TotalExcessDistributionCyovAmt
Qualifying Distributions$48,508QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,533RemainingDistriFromCorpusAmt
Total Corpus$314,716TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$60,523ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$254,193ExcessDistriCyovToNextYrAmt
Excess From Year4$37,617ExcessFromYear4Amt
Excess From Year3$63,779ExcessFromYear3Amt
Excess From Year2$57,044ExcessFromYear2Amt
Excess From Year1$50,220ExcessFromYear1Amt
Excess From Current Year$45,533ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS P BLAKEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
AFRICAN DREAM INITIATIVE
PO BOX 23984KAMPALAUGNONEPCCOMPLETION OF SCHOOL FACILITY$28,500
ST JOHN'S LUTHERAN CHURCH
NONEPCDONATION$12,000655 WAYNE AVEDEFIANCEOH43512
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,434ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,811RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,434ExclusionAmt
Related Or Exempt Function Incm$3,811RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,245TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,745Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,745DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMIN FEESCategoryTxt
Amt$5,263Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,263DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$239
FOREIGN TAXES$65