THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202401369349103540
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-05-15T14:49:15-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474997298PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MVA TAX & ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 CALIFORNIA RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256819784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MARY FLACK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2155381371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT W FLACK IIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2155381371PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastFLACKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL ARCIERIPreparerPersonNm
PTINP00917490PTIN
Phone2155381371PhoneNum
Preparation2024-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$101,351FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,974DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,974DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$326NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,046GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,329TotalRevAndExpnssAmt
Total Net Invst Incm$3,031TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$143OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$30TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$173TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,673TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,344ExcessRevenueOverExpensesAmt
Net Investment Income$3,031NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,085SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$87,001CorporateStockBOYAmt
Corporate Stock EOY$85,615CorporateStockEOYAmt
Corporate Stock EOYFMV$101,224CorporateStockEOYFMVAmt
Total Assets BOY$88,086TotalAssetsBOYAmt
Total Assets EOY$85,742TotalAssetsEOYAmt
Total Assets EOYFMV$101,351TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$88,086RetainedEarningBOYAmt
Retained Earning EOY$85,742RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,086TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,742TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,086TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,086TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,344ExcessRevenueOverExpensesAmt
Subtotal$85,742SubtotalAmt
Tot Net Ast Or Fund Balances EOY$85,742TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$28CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Subtotal$42SubtotalAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Tax Due$42TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT W FLACKIndividualWithBooksNm
Phone2155381371PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
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
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistributed Income PY22019UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT W FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE000.00$0$0$0
JOYCE E FLACK
2649 GROVE STSLATINGTONPA18080TRUSTEE000.00$0$0$0
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE000.00$0$0$0
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE000.00$0$0$0
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE000.00$0$0$0
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE000.00$0$0$0
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$98,571AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,606AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$100,177TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$100,177AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$98,674NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Total Tax$42TotalTaxAmt
Distributable Before Adj$4,892DistributableBeforeAdjAmt
Distributable Before Ded$4,892DistributableBeforeDedAmt
Distributable As Adjusted$4,892DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,500ExpensesAndContributionsAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,892DistributableAsAdjustedAmt
Undistributed Income PY$4,710UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Total For Prior Years$7,010TotalForPriorYearsAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Applied To Year1$4,710AppliedToYear1Amt
Applied To Current Year$790AppliedToCurrentYearAmt
Prior Year Undistributed Incm$7,010PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$7,010PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$4,102UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST ISIDORE CHURCH
2545 PUMPING STATION RDQUAKERTOWNPA18951UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$3,500
ST ISIDORE SCHOOL
603 WEST BROAD STQUAKERTOWNPA18951UNRELATEDSCHOOLUNRESTRICTED OPERATING FUNDS$500
ST JOSEPH'S INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD57326UNRELATEDSCHOOLUNRESTRICTED OPERATING FUNDS$500
HIGH PLAINS COMMUITY CHURCH
3101 W LAKEWAY RDGILLETTEWY82718UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$500
UBBER BUCKS SERTOMA CLUB
310 W BROAD STREETQUAKERTOWNPA18951UNRELATEDCOMM. SERVICTO SPONSOR COMMUNITY SERVICE PROGRAM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,974ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28ExclusionAmt
Related Or Exempt Function Incm$298RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,031ExclusionAmt
Related Or Exempt Function Incm$298RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,329TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MERRILL GROUP SALE ST (A)2023-01PURCHASE2023-12$23,680$25,173-$1,493
MERRILL GROUP SALE LT (D)2022-01PURCHASE2023-12$31,338$29,547$1,791

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$85,615EOYBookValueAmt
EOYFMV$101,224EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$143Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN INCOME TAXCategoryTxt
Amt$30Amt

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