STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BLAKE FAMILY FOUNDATION (EIN 20-2052913)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-05
IRS object ID
201831869349100503
Schema version
2017v2.2
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)
Return2018-07-05T09:43:08-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 Line106621 EVANSPORT ROADAddressLine1Txt
CityDEFIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS P BLAKEPersonNm
Person TitleDirectorPersonTitleTxt
Signature2018-07-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarla S Lipscomb CPAPreparerPersonNm
PTINP00388404PTIN
Phone2608244107PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$328,186FMVAssetsEOYAmt
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$10,528DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,528DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,570GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,551CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,901NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$118,079TotalRevAndExpnssAmt
Total Net Invst Incm$18,079TotalNetInvstIncmAmt
Total Adj Net Incm$6,901TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,345AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,345AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,855OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,855OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$84TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,284TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,855TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,345TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,284TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,855TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,345TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,795ExcessRevenueOverExpensesAmt
Net Investment Income$16,224NetInvestmentIncomeAmt
Adjusted Net Income$6,901AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$150,000CashBOYAmt
Sav And Temp Cash Invst BOY$13,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$98,888SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$98,888SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$98,018OtherInvestmentsBOYAmt
Other Investments EOY$204,154OtherInvestmentsEOYAmt
Other Investments EOYFMV$229,298OtherInvestmentsEOYFMVAmt
Total Assets BOY$261,247TotalAssetsBOYAmt
Total Assets EOY$303,042TotalAssetsEOYAmt
Total Assets EOYFMV$328,186TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$261,247RetainedEarningBOYAmt
Retained Earning EOY$303,042RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$261,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$303,042TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$261,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$303,042TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$261,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,795ExcessRevenueOverExpensesAmt
Subtotal$303,042SubtotalAmt
Tot Net Ast Or Fund Balances EOY$303,042TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2017-01-012017-12-31$117,762$110,861$6,901$6,901
PUBLICLY TRADED SECURITIESP2017-01-012017-12-31$7$7
PUBLICLY TRADED SECURITIESP2016-01-012017-12-31$19,801$19,151$650$650
FieldValueIRS element (for citing)
Capital Gain Net Income$7,551CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,901NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$324InvestmentIncomeExciseTaxAmt
Subtotal$324SubtotalAmt
Tax Based On Investment Income$324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$119EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$205ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$324TotalPaymentsAndCreditsAmt

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 Line106621 EVANSPORT ROADAddressLine1Txt
CityDEFIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43512ZIPCd
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

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
06621 EVANSPORT ROADDEFIANCEOH43512DIRECTOR1.00$0
CINDY BLAKE
06621 EVANSPORT ROADDEFIANCEOH43512DIRECTOR1.00$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$165,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$221,115TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$221,115AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$217,798NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$324TaxBasedOnInvestmentIncomeAmt
Total Tax$324TotalTaxAmt
Distributable Before Adj$10,566DistributableBeforeAdjAmt
Distributable Before Ded$10,566DistributableBeforeDedAmt
Distributable As Adjusted$10,566DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,345ExpensesAndContributionsAmt
Qualifying Distributions$74,345QualifyingDistributionsAmt
Adjusted Qualifying Distri$74,345AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,566DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$110,041ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$87,285ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$201,546ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,523ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,617ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$497,012TotalExcessDistributionCyovAmt
Qualifying Distributions$74,345QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,566AppliedToCurrentYearAmt
Remaining Distri From Corpus$63,779RemainingDistriFromCorpusAmt
Total Corpus$560,791TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$110,041ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$450,750ExcessDistriCyovToNextYrAmt
Excess From Year4$87,285ExcessFromYear4Amt
Excess From Year3$201,546ExcessFromYear3Amt
Excess From Year2$60,523ExcessFromYear2Amt
Excess From Year1$37,617ExcessFromYear1Amt
Excess From Current Year$63,779ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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$25,000
NORTHEASTERN LOCAL SCHOOLS
NONEGOVASSISTANCE IN ADVERTISMENT FOR NEW SCHOOL$3,0005921 DOMERSVILLE RDDEFIANCEOH43512
THE CROSSING SCHOOL
NONEGOVEDUCATIONAL OPERATION$20,0002930 S NAPPANEE STELKHARTIN46514
MITCHELL HAMILINE SCHOOL OF LAW
NONEGOVFUNDS TO ASSIST MINORITIES WITH ENTRANCE EXAM$10,000875 SUMMIT AVESAINT PAULMN55105
HAMILTON CHAMBER OF COMMERCE
NONENCHELP FUND DOCKS IN LAKE FOR HANDICAPPED INDIVIDUALS$15,000PO BOX 66HAMILTONIN46742
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,528ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,551RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,528ExclusionAmt
Related Or Exempt Function Incm$7,551RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,079TotalIncomeProducingActyAmt

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$15,000InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON CHAMBER OF COMMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmHELP FUND DOCKS IN LAKE FOR HANDICAPPED INDIVIDUALSTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,345Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,345DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMIN FEESCategoryTxt
Amt$1,855Amt
Net Investment Income$1,855NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$84Amt