STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BLAKE FAMILY FOUNDATION (EIN 20-2052913)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-24
IRS object ID
201902059349100205
Schema version
2018v3.1
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)
Return2019-07-24T09:51:02-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Phone4197825435PhoneNum

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
Signature2019-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarla S Lipscomb CPAPreparerPersonNm
PTINP00388404PTIN
Phone2608244107PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$336,222FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,559DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,559DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,397NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$136,722GrossSalesPriceAmt
Total Rev And Expnss$106,162TotalRevAndExpnssAmt
Total Net Invst Incm$10,559TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,820AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,820AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,992OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,992OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,992OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$385TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,812TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,812TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,965ExcessRevenueOverExpensesAmt
Net Investment Income$6,567NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$100,000CashEOYAmt
Cash EOYFMV$100,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$98,888SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,999SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,999SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$204,154OtherInvestmentsBOYAmt
Other Investments EOY$231,008OtherInvestmentsEOYAmt
Other Investments EOYFMV$229,223OtherInvestmentsEOYFMVAmt
Total Assets BOY$303,042TotalAssetsBOYAmt
Total Assets EOY$338,007TotalAssetsEOYAmt
Total Assets EOYFMV$336,222TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$303,042RetainedEarningBOYAmt
Retained Earning EOY$338,007RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$303,042TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$338,007TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$303,042TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$338,007TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$303,042TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,965ExcessRevenueOverExpensesAmt
Subtotal$338,007SubtotalAmt
Tot Net Ast Or Fund Balances EOY$338,007TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2018-01-012018-12-31$92,724$96,440-$3,716-$3,716
PUBLICLY TRADED SECURITIESP2018-01-012018-12-31$10,130$9,995$135$135
PUBLICLY TRADED SECURITIESP2017-01-012018-12-31$33,868$34,684-$816-$816
Wash Sale$626
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,771CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,955NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$131InvestmentIncomeExciseTaxAmt
Subtotal$131SubtotalAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$131ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$131TotalPaymentsAndCreditsAmt

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
Form990 T FiledfalseForm990TFiledInd
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)
Phone4197825435PhoneNum

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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
101 CLINTON ST STE 1500DEFIANCEOH43512DIRECTOR1.00$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$229,260AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,944AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$282,204TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$282,204AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,233CashDeemedCharitableAmt
Net Vl Noncharitable Assets$277,971NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,899MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,899MinimumInvestmentReturnAmt
Tax Based On Investment Income$131TaxBasedOnInvestmentIncomeAmt
Total Tax$131TotalTaxAmt
Distributable Before Adj$13,768DistributableBeforeAdjAmt
Distributable Before Ded$13,768DistributableBeforeDedAmt
Distributable As Adjusted$13,768DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,812ExpensesAndContributionsAmt
Qualifying Distributions$70,812QualifyingDistributionsAmt
Adjusted Qualifying Distri$70,812AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,768DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$87,285ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$201,546ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,523ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,617ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,779ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$450,750TotalExcessDistributionCyovAmt
Qualifying Distributions$70,812QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,768AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,044RemainingDistriFromCorpusAmt
Total Corpus$507,794TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$87,285ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$420,509ExcessDistriCyovToNextYrAmt
Excess From Year4$201,546ExcessFromYear4Amt
Excess From Year3$60,523ExcessFromYear3Amt
Excess From Year2$37,617ExcessFromYear2Amt
Excess From Year1$63,779ExcessFromYear1Amt
Excess From Current Year$57,044ExcessFromCurrentYearAmt

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, DRILL AND COMPLETE WELL FOR FRESH WATER SUPPLY, FUNDS TO RUN THE SCHOOL$15,000
PLMC - LIV IT UP
NONEPCTo support families of children battling cancer and other life threatening illnesses.$50,000142 S OLD US HIGHWAY 27PLEASANT LAKEIN46779
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,559ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$4,397RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,559ExclusionAmt
Related Or Exempt Function Incm-$4,397RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,162TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS P BLAKEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line106621 EVANSPORT ROADAddressLine1Txt
CityDEFIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43512ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Payroll ContributionYes (X)PayrollContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,820Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,820DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMIN FEESCategoryTxt
Amt$3,992Amt
Net Investment Income$3,992NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,992DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS P BLAKEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line106621 EVANSPORT ROADAddressLine1Txt
CityDEFIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43512ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$250
FOREIGN TAXES$135