Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BLAKE FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)356 SEABREEZE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARCO ISLAND, FL341451827
A Employer identification number

35-2128225
B Telephone number (see instructions)

(239) 642-7372
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,735,918J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 997,922
2 Check right arrow.............
3 Interest on savings and temporary cash investments 20,360 20,360  
4 Dividends and interest from securities... 194,134 189,808  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,372
b Gross sales price for all assets on line 6a 2,189,372
7 Capital gain net income (from Part IV, line 2)... 12,372
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,224,788 222,540  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
306 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
150 150   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 456 150   0
25 Contributions, gifts, grants paid....... 242,075 242,075
26 Total expenses and disbursements. Add lines 24 and 25 242,531 150   242,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 982,257
b Net investment income (if negative, enter -0-) 222,390
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 104,637 1,171,106 1,171,106
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,288 Click to see attachment
List of Attached Documents:
// Content
1,288 		26,355
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,335,484 Click to see attachment
List of Attached Documents:
// Content
3,634,700 		4,538,457
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,238,000 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,679,409 4,807,094 5,735,918
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,033,287 4,807,094
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -353,878 0
29 Total net assets or fund balances (see instructions)..... 4,679,409 4,807,094
30 Total liabilities and net assets/fund balances (see instructions). 4,679,409 4,807,094
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,679,409
2
Enter amount from Part I, line 27a .....................
2
982,257
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,661,666
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
854,572
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,807,094
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MERRILL LYNCH - NONCOVERED SECURITY SALES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,177,000   2,177,000 0
b 12,372     12,372
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       12,372
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 12,372
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,091
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,091
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,091
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 22,821
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,821
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,730
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow19,730 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowKAREN S BLAKE Telephone no.right arrow (239) 642-7372

Located atright arrow356 SEABREEZE DRIVEMARCO ISLANDFL ZIP+4right arrow34145
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NORMAN P BLAKE JR PRESIDENT
1.00 		0 0 0
356 SEABREEZE DRIVE
MARCO ISLAND,FL341451827
KAREN S BLAKE DIRECTOR
1.00 		0 0 0
356 SEABREEZE DRIVE
MARCO ISLAND,FL341451827
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,769,747
b
Average of monthly cash balances.......................
1b
998,926
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,768,673
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,768,673
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,530
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,697,143
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
234,857
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
234,857
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,091
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,091
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
231,766
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
231,766
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
231,766
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
242,075
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
242,075
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 231,766
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 110,634
b From 2020...... 28,957
c From 2021...... 227,566
d From 2022...... 632,038
e From 2023...... 279,958
f Total of lines 3a through e ........ 1,279,153
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 242,075
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 231,766
e Remaining amount distributed out of corpus 10,309
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,289,462
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		110,634
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,178,828
10 Analysis of line 9:
a Excess from 2020.... 28,957
b Excess from 2021.... 227,566
c Excess from 2022.... 632,038
d Excess from 2023.... 279,958
e Excess from 2024.... 10,309
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NORMAN P BLAKE JR
KAREN S BLAKE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NORMAN P AND KAREN S BLAKE
356 SEABREEZE DRIVE
MARCO ISLAND,FL341451827
(239) 642-7372
NORM.BLAKE@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
MAIL WRITTEN REQUESTS TO THE FOUNDATION. NO SPECIFIC FORMAT REQUIRED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS OR LIMITATIONS ON AWARDS
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALLIANCE DEFENDING FREEDOM

15100 N 90TH STREET
SCOTTSDALE,AZ85260 		NONE PC OPERATING PURPOSES 5,000

ALPHA CHI CHAPTER EDUCATIONAL FOUNDATION

607 N RUSSELL ST
WEST LAFAYETTE,IN47906 		NONE PC OPERATING PURPOSES 1,000

ALZHEIMER'S DISEASE RESEARCH

22512 GATEWAY CENTER DRIVE
CLARKSBURG,MD20871 		NONE PC OPERATING PURPOSES 500

AMERICAN BIBLE SOCIETY

101 NORTH INDEPENDENCE MALL EAST
FL8
PHILADELPHIA,PA191062155 		NONE PC OPERATING PURPOSES 375

AMERICAN PARKINSON DISEASE ASSOCIATION

1359 BROADWAY SUITE 1509
NEW YORK,NY10018 		NONE PC OPERATING PURPOSES 2,000

BEHOLD AND BECOME

PO BOX 391
ZIONSVILLE,IN460770391 		NONE PC OPERATING PURPOSES 10,000

CHRISTIAN APPALACHIAN PROJECT

485 PONDEROSA DRIVE
PAINTSVILLE,KY41240 		NONE PC OPERATING PURPOSES 16,000

CONVENTION OF STATES

5850 SAN FELIPE ST SUITE 575
HOUSTON,TX77057 		NONE PC OPERATING PURPOSES 2,000

FOUNTAINS OF HOPE INTERNATIONAL

10409 HOLADAY DRIVE
W CARMEL,IN46032 		NONE PC OPERATING PURPOSES 7,000

HUDSON INSTITUTE INC

1201 PENNSYLVANIA AVE NW NO 400
WASHINGTON,DC20004 		NONE PC OPERATING PURPOSES 12,000

NATIONAL LAW ENFORCEMENT OFFICERS' MEMORIAL FUND

901 E STREET NW SUITE 100
WASHINGTON,DC200042025 		NONE PC OPERATING PURPOSES 1,000

NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION

8001 BRADDOCK ROAD
SPRINGFIELD,VA22160 		NONE PC OPERATING PURPOSES 2,000

NAVY SEAL FOUNDATION

1619 D STREET BLDG 5326
VIRGINIA BEACH,VA23459 		NONE PC OPERATING PURPOSES 500

OUR LADY OF THE SNOWS CHURCH

258-15 80TH AVENUE
QUEENS,NY11004 		NONE PC OPERATING PURPOSES 300

PRISON FELLOWSHIP

PO BOX 1550
MERRIFIELD,VA22116 		NONE PC OPERATING PURPOSES 300

PURDUE RESEARCH FOUNDATION

1281 WIN HENTSCHEL BLVD
WEST LAFAYETTE,IN47906 		NONE PC OPERATING PURPOSES 10,000

PURDUE UNIVERSITY - BOILERMAKER ALLIANCE

4 CARTER GREEN STE 400
CARMEL,IN46032 		NONE PC OPERATING PURPOSES 65,000

RESTORING THE PRIDE EDUCATIONAL FOUNDATION

406 LITTLETON STREET
WEST LAFAYETTE,IN47906 		NONE PC OPERATING PURPOSES 10,000

RIVERSIDE MILITARY ACADEMY

2001 RIVERSIDE DRIVE
GAINESVILLE,GA30501 		NONE PC OPERATING PURPOSES 5,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC OPERATING PURPOSES 7,000

SAN MARCO PARISH

851 SAN MARCO ROAD
MARCO ISLAND,FL34145 		NONE PC OPERATING PURPOSES 1,800

SAT-7

PO BOX 5039
BOONE,IA50950 		NONE PC OPERATING PURPOSES 300

SEAS - ST ELIZABETH SETON PARISH

2631 POCAHONTAS TRAIL
QUINTON,VA23141 		NONE PC OPERATING PURPOSES 5,300

SHELTERING WINGS CENTER FOR WOMEN

PO BOX 92
DANVILLE,IN46122 		NONE PC OPERATING PURPOSES 5,000

SHRINER'S HOSPITALS FOR CHILDREN

2900 ROCKY POINT DR
TAMPA,FL33607 		NONE PC OPERATING PURPOSES 4,000

ST JOSEPH'S INDIAN SCHOOL

PO BOX 776
CHAMBERLAIN,SD573250776 		NONE PC OPERATING PURPOSES 1,000

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL INC

262 DANNY THOMAS PLACE
MEMPHIS,TN381053678 		NONE PC OPERATING PURPOSES 4,000

ST MATTHEW'S HOUSE INC

2001 AIRPORT RD S
NAPLES,FL341124800 		NONE PC OPERATING PURPOSES 5,000

ST RAFKA MISSION OF HOPE AND MERCY

2459 SOUTH CHASE LANE
LAKEWOOD,CO80227 		NONE PC OPERATING PURPOSES 20,000

STUDENTS FOR LIFE

1000 WINCHESTER ST SUITE 301
FREDERICKSBURG,VA22401 		NONE PC OPERATING PURPOSES 6,000

THE AMERICAN ENTERPRISE INSTITUTE

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		NONE PC OPERATING PURPOSES 1,000

THE HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NW
WASHINGTON,DC200024999 		NONE PC OPERATING PURPOSES 12,000

THE NAVIGATORS

3820 N 30TH ST
COLORADO SPRINGS,CO80904 		NONE PC OPERATING PURPOSES 200

THE UNITED STATES DEPUTY SHERIFFS' ASSOCIATION

2909 S SPRUCE
WICHITA,KS67216 		NONE PC OPERATING PURPOSES 1,000

TUNNELS TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC OPERATING PURPOSES 7,000

TURNING POINT FOR GOD

PO BOX 3838
SAN DIEGO,CA92163 		NONE PC OPERATING PURPOSES 500

USO WORLD HEADQUARTERS

2111 WILSON BLVD
ARLINGTON,VA22201 		NONE PC OPERATING PURPOSES 1,000

WHEELER MISSION MINISTRIES

205 EAST NEW YORK STREET
INDIANAPOLIS,IN46204 		NONE PC OPERATING PURPOSES 7,000

WOUNDED WARRIORS FAMILY SUPPORT INC

11218 JOHN GALT BLVD NO 103
OMAHA,NE68137 		NONE PC OPERATING PURPOSES 3,000
Total .................................right arrow 3a 242,075
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 20,360  
4 Dividends and interest from securities ....     14 194,134  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 12,372  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 226,866 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
226,866
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE BLAKE FAMILY CHARITABLE FOUNDATION
 
Employer identification number

35-2128225
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE BLAKE FAMILY CHARITABLE FOUNDATION
  		Employer identification number
35-2128225
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
NORMAN AND KAREN BLAKE
356 SEABREEZE DRIVE
 
MARCO ISLAND, FL341451827

$ 979,311


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
NORMAN AND KAREN BLAKE
356 SEABREEZE DRIVE
 
MARCO ISLAND, FL341451827

$ 18,611


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE BLAKE FAMILY CHARITABLE FOUNDATION
  		Employer identification number

35-2128225
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3,317 SHS - VANGUARD TOTAL STK MKT ETF (VTI) $ 979,311 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 62 SHS - VANGUARD TOTAL STK MKT ETF (VTI) $ 18,611 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE BLAKE FAMILY CHARITABLE FOUNDATION
  		Employer identification number

35-2128225
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Name of Stock End of Year Book Value End of Year Fair Market Value
EOG RESOURCES INC (215 SH) 1,288 26,355

TY 2024 InvestmentsOtherSchedule2
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AB GLOBAL BOND FUND CL A AT COST 147,647 120,160
AMERICAN BALANCED FUND INC CL A AT COST 19,346 20,956
AMERICAN BOND FUND OF AMERICA CL A AT COST 128,960 106,537
AMERICAN FUND GLOBAL BALANCED FUND CL A AT COST 9,209 8,968
AMERICAN GROWTH FUND OF AMERICA CL A AT COST 45,631 58,499
AMERICAN NEW PERSPECTIVE FD INC CL A AT COST 16,048 15,927
BLACKROCK MULTI ASSET INCOME PORTFOLIO C AT COST 17,870 16,772
BLACKROCK STRATEGIC INCOME OPPS PTF C AT COST 111,222 102,858
COHEN & STEER REAL ESTATE SECURITIES FD A AT COST 130,656 134,094
EATON VANCE FLOATING RATE ADVANTAGE FD CL A AT COST 200,466 189,788
EATON VANCE FLOATING RTE ADVANTAGE FUND CL C AT COST 95,467 94,584
GOLDMAN SACHS BOND FUND CLASS C AT COST 133,772 112,084
GOLDMAN SACHS CORE FIXED INCOME FD CL C AT COST 133,103 112,193
GUGGENHEIM FLOATING RATE STRATEGIES FD CL A AT COST 67,902 65,366
GUGGENHEIM LIMITED DURATION FUND CLASS A AT COST 13,099 12,912
GUGGENHEIM MACRO OPPORTUNITIES FUND CL A AT COST 71,541 67,020
GUGGENHEIM MACRO OPPORTUNITIES FUND CL C AT COST 88,513 83,188
GUGGENHEIM TOTAL RETURN BOND FD CL C AT COST 100,549 81,195
HARTFORD BALANCED INCOME FUND CL A AT COST 116,665 114,040
LORD ABBETT BOND DEBENTURE FD CL C AT COST 56,246 49,117
LORD ABBETT BOND DEBENTURE FUND CL A AT COST 129,391 115,393
LORD ABBETT SHORT DURATION INCOME FUND C AT COST 222,853 206,833
LORD ABBETT SHORT DURATION INCOME FUND CL A AT COST 28,366 25,912
NUVEEN HIGH YIELD MUNI BOND FD CLASS C AT COST 100,900 83,488
PARAMETRIC TABS 5 TO 15 YR LADDERED MUNI BD FD CL A AT COST 55,749 54,879
PGIM SHORT DUR HIGH YLD INCOME FD CL C AT COST 196,300 184,350
PGIM SHORT TERM CORPORATE BOND FD CL C AT COST 298,024 279,092
PIMCO INCOME FUND CL A AT COST 136,289 120,918
PIMCO INCOME FUND CL C AT COST 174,623 157,731
PIMCO TOTAL RETURN FD CL C AT COST 84,611 67,220
PRINCIPAL GLOBAL DIVERSIFIED INCOME CL A AT COST 47,632 40,555
PRINCIPAL SPECTRUM PRFRD & CAPTL INC FD CL C AT COST 56,217 50,375
PRINCIPAL SPECTRUM PRFRD & CAPTL SEC INC FD CL A AT COST 33,580 30,918
PUTNAM DIVERSIFIED INCOME TRUST FUND CL C AT COST 44,407 33,752
PUTNAM INCOME FUND CL C AT COST 42,324 31,399
PUTNAM LARGE CAP VALUE FUND CL A AT COST 36,783 54,579
VANGUARD TOTAL STK MKT AT COST 208,587 1,408,187
WESTERN ASSET CORE PLUS BOND FD CL A AT COST 32,940 25,623
NUVEEN HIGH YIELD MUNI BOND FD CLASS A AT COST 1,212 995

TY 2024 LegalFeesSchedule
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CSC - DELAWARE REGISTERED AGENT 306 0   0


TY 2024 OtherAssetsSchedule
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CDS/EQUIVALENTS 1,238,000 0 0


TY 2024 OtherDecreasesSchedule
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Description Amount
OTHER ADJUSTMENTS 854,572


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MERRILL LYNCH 150 150   0


TY 2024 SubstantialContributorsSch
Name:
THE BLAKE FAMILY CHARITABLE FOUNDATION
EIN:
35-2128225
Name Address
NORMAN AND KAREN BLAKE 356 SEABREEZE DRIVE
MARCO ISLAND,FL341451827