BLAKE FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BLAKE FAMILY FOUNDATION (EIN 20-2052913)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201212269349100021
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T12:23:42-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Honegger Ringger & Co Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 N Main Street | AddressLine1 |
| City | Bluffton | City |
| State | IN | State |
| ZIP Code | 46714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202052913 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLAKE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLAK | NameControl |
| Phone | 4197825435 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 06621 EVANSPORT ROAD | AddressLine1 |
| City | DEFIANCE | City |
| State | OH | State |
| ZIP Code | 43512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS P BLAKE | Name |
| Title | Director | Title |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karla S Lipscomb CPA | Name |
| Phone | 2608244107 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 273636 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1847 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1847 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1847 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 4 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9995 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 201851 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1851 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1847 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 784 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 784 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 3 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 787 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 787 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10787 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10787 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 191064 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1851 | NetInvestmentIncome |
| Adjusted Net Income | 1847 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 862 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 200073 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 200073 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 89430 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 81283 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 73563 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 90292 | TotalAssetsBOY |
| Total Assets EOY | 281356 | TotalAssetsEOY |
| Total Assets EOYFMV | 273636 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 90292 | RetainedEarningsBOY |
| Retained Earnings EOY | 281356 | RetainedEarningsEOY |
| Total Net Assets BOY | 90292 | TotalNetAssetsBOY |
| Total Net Assets EOY | 281356 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 90292 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 281356 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 90292 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 191064 | ExcessOfRevenueOverExpenses |
| Subtotal | 281356 | Subtotal |
| Total Net Assets Fund Balances EOY | 281356 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 962.464 SH PIMCO LOW DURATION | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-20 | DateAcquired |
| Date Sold | 2011-08-24 | DateSold |
| Gross Sales Price | 9995 | GrossSalesPrice |
| Cost Or Other Basis | 9991 | CostOrOtherBasis |
| Gain Or Loss | 4 | GainOrLoss |
| Gains Minus Excess Or Losses | 4 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 37 | InvestmentIncomeExciseTax |
| Subtotal | 37 | Subtotal |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Tax Due | 37 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS P BLAKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4197825435 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 06621 EVANSPORT ROAD | AddressLine1 |
| City | DEFIANCE | City |
| State | OH | State |
| ZIP Code | 43512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| TED PENNER | ||||||
| 101 CLINTON ST STE 1500 | DEFIANCE | OH | 43512 | Director | 0.00 | 0 |
| CINDY BLAKE | ||||||
| 06621 EVANSPORT ROAD | DEFIANCE | OH | 43512 | Director | 0.00 | 0 |
| THOMAS P BLAKE | ||||||
| 06621 EVANSPORT ROAD | DEFIANCE | OH | 43512 | Director | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 85650 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 100468 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 186118 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 186118 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2792 | CashDeemedCharitable |
| Net Noncharitable Assets | 183326 | NetNoncharitableAssets |
| Minimum Investment Return | 9166 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9166 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Total Tax | 37 | TotalTax |
| Distributable Amount Before Adj | 9129 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9129 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9129 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10787 | ExpensesAndContributions |
| Qualifying Distributions | 10787 | QualifyingDistributions |
| Adj Qualifying Distributions | 10787 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9129 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 57226 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 41803 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 67978 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 94238 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 261245 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10787 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9129 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1658 | RemainingDistriFromCorpus |
| Total Corpus | 262903 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 57226 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 205677 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 41803 | ExcessFromYear4 |
| Excess From Year3 | 67978 | ExcessFromYear3 |
| Excess From Year1 | 94238 | ExcessFromYear1 |
| Excess From Current Year | 1658 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS P BLAKE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | NORTHEASTERN INDIANA SUSTAINABILITY | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GRABILL | AddressLine1 |
| City | GRABILL | City |
| State | IN | State |
| ZIP Code | 46741 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | COMMUNITY DEVELOPMENT | PurposeOfGrantOrContribution |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,847 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,847 | ExclusionAmount |
| Related Or Exempt Function Income | 4 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1851 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THOMAS P BLAKE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 06621 EVANSPORT ROAD | AddressLine1 |
| City | DEFIANCE | City |
| State | OH | State |
| ZIP Code | 43512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 200000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $784 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 784 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | THOMAS P BLAKE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 06621 EVANSPORT ROAD | AddressLine1 |
| City | DEFIANCE | City |
| State | OH | State |
| ZIP Code | 43512 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $3 | Amount |
| Disbursements Charitable Prps | 3 | DisbursementsCharitablePrps |