STRATEGY STUDIO / PUBLIC DATA EXPLORER

BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BLAKE FAMILY FOUNDATION (EIN 20-2052913)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-06
IRS object ID
201411579349100401
Schema version
2013v3.1
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)
Return2014-06-06T07:39:28-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Honegger Ringger & Co IncBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11905 N Main StreetAddressLine1
CityBlufftonCity
StateINState
ZIP Code46714ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202052913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BLAKE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBLAKBusinessNameControlTxt
Phone4197825435PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line106621 EVANSPORT ROADAddressLine1
CityDEFIANCECity
StateOHState
ZIP Code43512ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS P BLAKEPersonNm
Person TitleDirectorPersonTitleTxt
Signature2014-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarla S Lipscomb CPAPreparerPersonNm
PTINP00388404PTIN
Phone2608244107PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$303,166FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$120,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,719DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,719DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,169NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$277,416GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,489CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,888TotalRevAndExpnssAmt
Total Net Invst Incm$24,208TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,042OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,042OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$131TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,998TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,042TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,042TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,890ExcessRevenueOverExpensesAmt
Net Investment Income$23,166NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$101,745SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,816SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,816SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$164,453OtherInvestmentsBOYAmt
Other Investments EOY$182,272OtherInvestmentsEOYAmt
Other Investments EOYFMV$177,350OtherInvestmentsEOYFMVAmt
Total Assets BOY$266,198TotalAssetsBOYAmt
Total Assets EOY$308,088TotalAssetsEOYAmt
Total Assets EOYFMV$303,166TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$266,198RetainedEarningBOYAmt
Retained Earning EOY$308,088RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$266,198TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$308,088TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$266,198TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$308,088TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$266,198TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,890ExcessRevenueOverExpensesAmt
Subtotal$308,088SubtotalAmt
Tot Net Ast Or Fund Balances EOY$308,088TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP2013-01-012013-12-31$100,735$102,206-$1,471-$1,471
PUBLICLY TRADED SECURITIESP2012-01-012013-12-31$100,220$81,728$18,492$18,492
PUBLICLY TRADED SECURITIESP2012-01-012013-12-31$76,420$76,312$108$108
PUBLICLY TRADED SECURITIESP2012-01-012013-10-31$41$1$40$40
FieldValueIRS element (for citing)
Capital Gain Net Income$17,489CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,151NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$463InvestmentIncomeExciseTaxAmt
Subtotal$463SubtotalAmt
Tax Based On Investment Income$463TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$500AppliedToEsTaxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$37OverpaymentAmt
Applied To ES Tax$37AppliedToESTaxAmt

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 BLAKEBusinessNameLine1
FieldValueIRS element (for citing)
Phone4197825435PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line106621 EVANSPORT ROADAddressLine1
CityDEFIANCECity
StateOHState
ZIP Code43512ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$170,542AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$284,322TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$284,322AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,265CashDeemedCharitableAmt
Net Vl Noncharitable Assets$280,057NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,003MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,003MinimumInvestmentReturnAmt
Tax Based On Investment Income$463TaxBasedOnInvestmentIncomeAmt
Total Tax$463TotalTaxAmt
Distributable Before Adj$13,540DistributableBeforeAdjAmt
Distributable Before Ded$13,540DistributableBeforeDedAmt
Distributable As Adjusted$13,540DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,825ExpensesAndContributionsAmt
Qualifying Distributions$100,825QualifyingDistributionsAmt
Adjusted Qualifying Distri$100,825AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,540DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$67,978ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$94,238ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,658ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$110,041ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$273,915TotalExcessDistributionCyovAmt
Qualifying Distributions$100,825QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,540AppliedToCurrentYearAmt
Remaining Distri From Corpus$87,285RemainingDistriFromCorpusAmt
Total Corpus$361,200TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$67,978ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$293,222ExcessDistriCyovToNextYrAmt
Excess From Year3$94,238ExcessFromYear3Amt
Excess From Year2$1,658ExcessFromYear2Amt
Excess From Year1$110,041ExcessFromYear1Amt
Excess From Current Year$87,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonDEFIANCE COLLEGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1701 N CLINTON STAddressLine1
CityDEFINANCECity
StateOHState
ZIP Code43512ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONGrantOrContributionPurposeTxt
Amt$100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,719ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,169ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,888ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,888TotalIncomeProducingActyAmt

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 ROADAddressLine1
CityDEFIANCECity
StateOHState
ZIP Code43512ZIPCode
FieldValueIRS element (for citing)
Total Contributions$120,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$825DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIFTH THIRD BANKCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$182,272BookValueAmt
EOYFMV$177,350EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$1,042Amt
Net Investment Income$1,042NetInvestmentIncomeAmt
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 ROADAddressLine1
CityDEFIANCECity
StateOHState
ZIP Code43512ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$63
FOREIGN TAXES$68