STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BLAKE FAMILY FOUNDATION (EIN 20-2052913)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-10
IRS object ID
202021929349100017
Schema version
2019v5.0
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)
Return2020-07-10T10:39:17-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-07-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarla S Lipscomb CPAPreparerPersonNm
PTINP00388404PTIN
Phone2608244107PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$440,428FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,493DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,493DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,678NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$154,806GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,678CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,679NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$116,171TotalRevAndExpnssAmt
Total Net Invst Incm$16,171TotalNetInvstIncmAmt
Total Adj Net Incm$3,679TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,425AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,219OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,219OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,219OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$347TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,991TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,219TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,644TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,219TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,644TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,180ExcessRevenueOverExpensesAmt
Net Investment Income$11,952NetInvestmentIncomeAmt
Adjusted Net Income$3,679AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,000CashBOYAmt
Sav And Temp Cash Invst BOY$6,999SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$116,421SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$116,421SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$231,008OtherInvestmentsBOYAmt
Other Investments EOY$270,766OtherInvestmentsEOYAmt
Other Investments EOYFMV$324,007OtherInvestmentsEOYFMVAmt
Total Assets BOY$338,007TotalAssetsBOYAmt
Total Assets EOY$387,187TotalAssetsEOYAmt
Total Assets EOYFMV$440,428TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$338,007RetainedEarningBOYAmt
Retained Earning EOY$387,187RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$338,007TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$387,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$338,007TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$387,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$338,007TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,180ExcessRevenueOverExpensesAmt
Subtotal$387,187SubtotalAmt
Tot Net Ast Or Fund Balances EOY$387,187TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2019-01-012019-12-31$108,881$105,202$3,679$3,679
PUBLICLY TRADED SECURITIESP2019-01-012019-12-31$3$3
PUBLICLY TRADED SECURITIESP2018-01-012019-12-31$45,922$45,923-$1-$1
FieldValueIRS element (for citing)
Capital Gain Net Income$3,678CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,679NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$239InvestmentIncomeExciseTaxAmt
Subtotal$239SubtotalAmt
Tax Based On Investment Income$239TaxBasedOnInvestmentIncomeAmt
Tax Due$239TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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$276,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$338,325TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$338,325AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,075CashDeemedCharitableAmt
Net Vl Noncharitable Assets$333,250NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,663MinimumInvestmentReturnAmt
Tax Based On Investment Income$239TaxBasedOnInvestmentIncomeAmt
Total Tax$239TotalTaxAmt
Distributable Before Adj$16,424DistributableBeforeAdjAmt
Distributable Before Ded$16,424DistributableBeforeDedAmt
Distributable As Adjusted$16,424DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,644ExpensesAndContributionsAmt
Qualifying Distributions$66,644QualifyingDistributionsAmt
Adjusted Qualifying Distri$66,644AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,424DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$201,546ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,523ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,617ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,779ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$420,509TotalExcessDistributionCyovAmt
Qualifying Distributions$66,644QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,424AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,220RemainingDistriFromCorpusAmt
Total Corpus$470,729TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$201,546ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$269,183ExcessDistriCyovToNextYrAmt
Excess From Year4$60,523ExcessFromYear4Amt
Excess From Year3$37,617ExcessFromYear3Amt
Excess From Year2$63,779ExcessFromYear2Amt
Excess From Year1$57,044ExcessFromYear1Amt
Excess From Current Year$50,220ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
DEFIANCE COLLEGE
701 N CLINTON STDEFINANCEOH43512NONEPCWRESTLING TEAM$10,000
AFRICAN DREAM INITIATIVE
NONEPCCOMPLETION OF SCHOOL FACILITY$25,000PO BOX 23984KAMPALAUG
DEFIANCE COUNTY COMMISSIONERS
500 COURT STDEFIANCEOH43512NONENCTO HELP REFURNISH FOSTER HOME USED BY THE PROBATE COURT.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,493ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,678RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,493ExclusionAmt
Related Or Exempt Function Incm$3,678RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,171TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (true)TrnsfrOfCashToNonchrtblEOInd
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

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$25,000InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1DEFIANCE COUNTY COMMISSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmREFURNISH FOSTER HOME USED BY THE PROBATE COURTTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,425Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,425DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMIN FEESCategoryTxt
Amt$4,219Amt
Net Investment Income$4,219NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,219DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS P BLAKEPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$186
FOREIGN TAXES$161