THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-25
IRS object ID
201632079349100113
Schema version
2015v2.1
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)
Return2016-07-25T14:00:23-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line1415 W BROAD STREETAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-07-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG W GILLAHAN II CPAPreparerPersonNm
PTINP00251624PTIN
Phone2155381371PhoneNum
Preparation2016-07-25PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$79,684FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,307DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,307DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$664NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$664GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$664CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,973TotalRevAndExpnssAmt
Total Net Invst Incm$3,973TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$30OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$82TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$112TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,975ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,975ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,087TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$114ExcessRevenueOverExpensesAmt
Net Investment Income$3,973NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,114SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,162SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,162SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$73,893CorporateStockBOYAmt
Corporate Stock EOY$75,731CorporateStockEOYAmt
Corporate Stock EOYFMV$66,522CorporateStockEOYFMVAmt
Total Assets BOY$89,007TotalAssetsBOYAmt
Total Assets EOY$88,893TotalAssetsEOYAmt
Total Assets EOYFMV$79,684TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$89,007RetainedEarningBOYAmt
Retained Earning EOY$88,893RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$89,007TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$88,893TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$89,007TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$88,893TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$89,007TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$114ExcessRevenueOverExpensesAmt
Subtotal$88,893SubtotalAmt
Tot Net Ast Or Fund Balances EOY$88,893TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$664CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,138AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$92,493NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.087985DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,316AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$93,345NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056950DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$89,965NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041127DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,400AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$91,516NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.026225DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$87,457NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046880DistributionYr5Rt
Total Distribution0.259167TotalDistributionRt
Average Distribution0.051833AverageDistributionRt
Net Vl Noncharitable Assets$84,822NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,397AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$40NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,437AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,975QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$79InvestmentIncomeExciseTaxAmt
Subtotal$79SubtotalAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Tax Due$79TaxDueAmt

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
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 PYfalseUndistributedIncomePYInd
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

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 RDQUAKERTOWNPA18951TRUSTEE0.25$0$0$0
MARY E FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.25$0$0$0
JOYCE E FLACK
2649 GROVE STSLATINGTONPA18080TRUSTEE0.10$0$0$0
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE0.10$0$0$0
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE0.10$0$0$0
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE0.10$0$0$0
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE0.10$0$0$0
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE0.10$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$71,976AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,114TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$86,114AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,241MinimumInvestmentReturnAmt
Tax Based On Investment Income$79TaxBasedOnInvestmentIncomeAmt
Total Tax$79TotalTaxAmt
Distributable Before Adj$4,162DistributableBeforeAdjAmt
Distributable Before Ded$4,162DistributableBeforeDedAmt
Distributable As Adjusted$4,162DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,975ExpensesAndContributionsAmt
Qualifying Distributions$3,975QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,975AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,162DistributableAsAdjustedAmt
Undistributed Income PY$12UndistributedIncomePYAmt
Qualifying Distributions$3,975QualifyingDistributionsAmt
Applied To Year1$12AppliedToYear1Amt
Applied To Current Year$3,963AppliedToCurrentYearAmt
Undistributed Income CY$199UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLENTOWN RESCUE
355 HAMILTON STALLENTOWNPA18101UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$250
AMWELL VALLEY FIRE CO
22 COUNTY RD 579RINGOESNJ08551UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$250
DESALES UNIVERSITY
2755 STATION AVENUECENTER VALLEYPA18034UNRELATEDUNIVERSITYUNRESTRICTED OPERATING FUNDS$200
LISA'S ARMY
8939-45 RIDGE AVE UNITPHILADELPHIAPA19128UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$350
LOVING GRACE MINISTRIES
106 SO 28TH STTACOMAWA98402UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$250
SALVATION ARMY
477 N WEST END BLVDQUAKERTOWNPA18951UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$25
SELLERSVILLE VOL FIRE CO
2 NORTH MAIN STSELLERSVILLEPA18960UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
SHEPARDS CHAPEL
P O BOX 416GRAVETTEAR72736UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$250
SLATINGTON VOLUNTEER FIRE CO
524 W CHURCH STSLATINGTONPA18080UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$150PO BOX 161
ST ISIDORES CHURCH
2545 W PUMPING STATION RQUAKERTOWNPA18951UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$1,000
TRUMBAUERSVILLE LIONS CLUB
2555 TOLLGATE ROADTRUMBAUERSVILLEPA18907UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$300
UPPER MILFORD MENNONITE CHURCH
6450 KINGS HWY SZIONSVILLEPA18092UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$500
UPPER SAUCON FIRE CO
4445 W HOPEWELL ROADCENTER VALLEYPA18034UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,975TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,110ExclusionAmt
Related Or Exempt Function Incm$1,197RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$664ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,774ExclusionAmt
Related Or Exempt Function Incm$1,199RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,973TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$75,731EOYBookValueAmt
EOYFMV$66,522EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRANSFER FEECategoryTxt
Amt$30Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$82Amt

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