THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-08
IRS object ID
202012829349100806
Schema version
2019v5.0
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)
Return2020-10-08T10:47:09-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232939378PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON GILLAHAN & FREEH PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 CALIFORNIA ROADAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP189512483ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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

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 FLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2155381371PhoneNum
Signature2020-10-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERI H FREEH CPACGMAPreparerPersonNm
PTINP00207833PTIN
Phone2155381371PhoneNum
Preparation2020-10-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.11.135.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-08IPDt
IP Tm10:47:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0F252513A272167997171BEC4636341EA3515510AtSubmissionCreationDeviceId
At Submission Filing Device Id0F252513A272167997171BEC4636341EA3515510AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$94,590FMVAssetsEOYAmt
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$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,815DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,815DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,435NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,270TotalRevAndExpnssAmt
Total Net Invst Incm$2,850TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$665OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$84TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$749TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$749TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,521ExcessRevenueOverExpensesAmt
Net Investment Income$2,850NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,432SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,432SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$73,382CorporateStockBOYAmt
Corporate Stock EOY$78,251CorporateStockEOYAmt
Corporate Stock EOYFMV$87,158CorporateStockEOYFMVAmt
Total Assets BOY$80,162TotalAssetsBOYAmt
Total Assets EOY$85,683TotalAssetsEOYAmt
Total Assets EOYFMV$94,590TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$80,162RetainedEarningBOYAmt
Retained Earning EOY$85,683RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$80,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,683TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,683TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,521ExcessRevenueOverExpensesAmt
Subtotal$85,683SubtotalAmt
Tot Net Ast Or Fund Balances EOY$85,683TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$15CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$80,735NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024772DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$82,926NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.018088DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,912AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$80,217NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.098632DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,975AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$84,822NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046863DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,138AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$92,493NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.087985DistributionYr5Rt
Total Distribution0.276340TotalDistributionRt
Average Distribution0.055268AverageDistributionRt
Net Vl Noncharitable Assets$85,366NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,718AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$29NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,747AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$57InvestmentIncomeExciseTaxAmt
Subtotal$57SubtotalAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Tax Due$57TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT W FLACKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155382354PhoneNum

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 PY12018UndistributedIncomePY1Yr
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 (8 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
MARY E 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$79,560AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,666TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$86,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,300CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Total Tax$57TotalTaxAmt
Distributable Before Adj$4,211DistributableBeforeAdjAmt
Distributable Before Ded$4,211DistributableBeforeDedAmt
Distributable As Adjusted$4,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,211DistributableAsAdjustedAmt
Undistributed Income PY$800UndistributedIncomePYAmt
Taxable2$800Taxable2Amt
Undistributed Income CY$4,211UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT MARY FLACKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,815ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15ExclusionAmt
Related Or Exempt Function Incm$3,420RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,850ExclusionAmt
Related Or Exempt Function Incm$3,420RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,270TotalIncomeProducingActyAmt

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
THRU MERRILL LYNCH2019-01PURCHASE2019-12$21,773$22,070-$297
THRU MERRILL LYNCH2017-03PURCHASE2019-12$28,279$24,562$3,717

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$78,251EOYBookValueAmt
EOYFMV$87,158EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRANSACTION FEESCategoryTxt
Amt$665Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL EXCISE TAX$57
FOREIGN INCOME TAX$27

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