BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BLAKE FAMILY FOUNDATION (EIN 20-2052913)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-24
- IRS object ID
- 201522059349100607
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-24T09:26:51-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Honegger Ringger & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 N Main Street | AddressLine1Txt |
| City | Bluffton | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202052913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAK | BusinessNameControlTxt |
| Phone | 4197825435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 06621 EVANSPORT ROAD | AddressLine1Txt |
| City | DEFIANCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P BLAKE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2015-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karla S Lipscomb CPA | PreparerPersonNm |
| PTIN | P00388404 | PTIN |
| Phone | 2608244107 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,657 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,853 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,666 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,269 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,269 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,250 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$212,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,239 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $182,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,418 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $308,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $308,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $95,220 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $308,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $95,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $308,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $308,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$212,868 | ExcessRevenueOverExpensesAmt |
| Subtotal | $95,220 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $95,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2014-01-01 | 2014-12-31 | $297,431 | $298,000 | -$569 | -$569 |
| PUBLICLY TRADED SECURITIES | P | 2013-01-01 | 2014-12-31 | $2,422 | $2,368 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$294 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$348 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $237 | TotalPaymentsAndCreditsAmt |
| Overpayment | $237 | OverpaymentAmt |
| Applied To ES Tax | $237 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS P BLAKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4197825435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 06621 EVANSPORT ROAD | AddressLine1Txt |
| City | DEFIANCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS P BLAKE | ||||||
| 06621 EVANSPORT ROAD | DEFIANCE | OH | 43512 | Director | 1.00 | $0 |
| CINDY BLAKE | ||||||
| 06621 EVANSPORT ROAD | DEFIANCE | OH | 43512 | Director | 1.00 | $0 |
| TED PENNER | ||||||
| 101 CLINTON ST STE 1500 | DEFIANCE | OH | 43512 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $131,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $197,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $197,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $194,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,723 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $9,723 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,723 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,723 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,269 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,269 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $211,269 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,723 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $94,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,041 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,269 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,546 | RemainingDistriFromCorpusAmt |
| Total Corpus | $494,768 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $494,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,238 | ExcessFromYear4Amt |
| Excess From Year3 | $1,658 | ExcessFromYear3Amt |
| Excess From Year2 | $110,041 | ExcessFromYear2Amt |
| Excess From Year1 | $87,285 | ExcessFromYear1Amt |
| Excess From Current Year | $201,546 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS P BLAKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEFIANCE COLLEGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 N CLINTON ST | AddressLine1Txt |
| City | DEFINANCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $210,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$515 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,666 | ExclusionAmt |
| Related Or Exempt Function Incm | -$515 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,151 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,269 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,269 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $6,250 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $463 |
| FOREIGN TAXES | $37 |