THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-12-29
IRS object ID: 202220079349100267
Schema version: 2020v4.0
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
Form 990-PF
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-12-29T08:33:59-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232939378	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUTCHINSON GILLAHAN & FREEH PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 CALIFORNIA ROAD	AddressLine1Txt
City	QUAKERTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	189512483	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	256819784	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT & MARY FLACK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	2155381371	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2265 MILL HILL RD	AddressLine1Txt
City	QUAKERTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18951	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT W FLACK II	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2155381371	PhoneNum
Signature	2021-12-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	FLACK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHERI H FREEH CPACGMA	PreparerPersonNm
PTIN	P00207833	PTIN
Phone	2155381371	PhoneNum
Preparation	2021-12-29	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$90,230	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$3	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,308	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,308	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$5,136	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$37,904	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$17	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	-$2,825	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,328	TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$591	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$79	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$670	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,520	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,520	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,190	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,520	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$6,015	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,328	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$7,432	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,266	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,266	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$78,251	CorporateStockBOYAmt
Corporate Stock EOY	$75,402	CorporateStockEOYAmt
Corporate Stock EOYFMV	$85,964	CorporateStockEOYFMVAmt
Total Assets BOY	$85,683	TotalAssetsBOYAmt
Total Assets EOY	$79,668	TotalAssetsEOYAmt
Total Assets EOYFMV	$90,230	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$85,683	RetainedEarningBOYAmt
Retained Earning EOY	$79,668	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$85,683	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$79,668	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$85,683	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$79,668	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$85,683	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$6,015	ExcessRevenueOverExpensesAmt
Subtotal	$79,668	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$79,668	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$17	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$32	InvestmentIncomeExciseTaxAmt
Subtotal	$32	SubtotalAmt
Tax Based On Investment Income	$32	TaxBasedOnInvestmentIncomeAmt
Tax Due	$32	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ROBERT W FLACK	IndividualWithBooksNm
Phone	2155381371	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2265 MILL HILL RD	AddressLine1Txt
City	QUAKERTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18951	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	Yes (true)	UndistributedIncomePYInd
Undistributed Income PY1	2019	UndistributedIncomePY1Yr
Undistributed Income PY2	2018	UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not App	Yes (true)	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT W FLACK
2265 MILL HILL RD	QUAKERTOWN	PA	18951	TRUSTEE	0.10	$0	$0	$0
JOYCE E FLACK
2649 GROVE ST	SLATINGTON	PA	18080	TRUSTEE	0.10	$0	$0	$0
ALISON R SCHAFFER
1285 CATCH BASIN RD	QUAKERTOWN	PA	18951	TRUSTEE	0.10	$0	$0	$0
BRIAN W FLACK
1231 PASSER RD	COOPERSBURG	PA	18036	TRUSTEE	0.10	$0	$0	$0
MICHAEL P FLACK
2317 TAYLOR DR	CENTER VALLEY	PA	18034	TRUSTEE	0.10	$0	$0	$0
PATRICIA M PARSONS
50 SNYDERTOWN RD	HOPEWELL	NJ	08525	TRUSTEE	0.10	$0	$0	$0
ROBERT W FLACK II
371 CAMP ROCK HILL ROAD	QUAKERTOWN	PA	18951	TRUSTEE	0.10	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$86,561	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,849	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$92,410	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$92,410	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,386	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$91,024	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,551	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,551	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$32	TaxBasedOnInvestmentIncomeAmt
Total Tax	$32	TotalTaxAmt
Distributable Before Adj	$4,519	DistributableBeforeAdjAmt
Distributable Before Ded	$4,519	DistributableBeforeDedAmt
Distributable As Adjusted	$4,519	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,520	ExpensesAndContributionsAmt
Qualifying Distributions	$2,520	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$2,520	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,519	DistributableAsAdjustedAmt
Undistributed Income PY	$4,211	UndistributedIncomePYAmt
Prior Year1	2015	PriorYear1Yr
Total For Prior Years	$800	TotalForPriorYearsAmt
Qualifying Distributions	$2,520	QualifyingDistributionsAmt
Applied To Year1	$2,520	AppliedToYear1Amt
Prior Year Undistributed Incm	$800	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$800	PriorYearDeficiencyOrTaxAmt
Taxable2	$1,691	Taxable2Amt
Undistributed Income CY	$4,519	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT MARY FLACK	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ST ISIDORE CHURCH
2545 W PUMPING STATION RD	QUAKERTOWN	PA	18951	UNRELATED	CHURCH	UNRESTRICTED OPERATING FUNDS	$2,020
MILFORD VOLUNTEER FIRE COMPANY
2185 MILFORD SQUARE PIKE	QUAKERTOWN	PA	18951	UNRELATED	FIRE COMPANY	UNRESTRICTED OPERATING FUNDS	$200
QUAKERTOWN WEST END FIRE CO
1319 PARK AVE	QUAKERTOWN	PA	18951	UNRELATED	FIRE COMPANY	UNRESTRICTED OPERATING FUNDS	$300

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,520	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,308	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$17	ExclusionAmt
Related Or Exempt Function Incm	-$5,153	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,328	ExclusionAmt
Related Or Exempt Function Incm	-$5,153	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$2,825	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
MERRILL LYNCH ST GROUP SALE	2020-03	PURCHASE	2020-12	$14,146	$17,717	-$3,571
MERRILL LYNCH LT GROUP SALE	2017-10	PURCHASE	2020-12	$23,741	$25,323	-$1,582

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$75,402	EOYBookValueAmt
EOYFMV	$85,964	EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	TRANSACTION FEES	CategoryTxt
Amt	$591	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
FEDERAL EXCISE TAX	$57
FOREIGN INCOME TAX	$22

THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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