THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-15
IRS object ID
201442279349100109
Schema version
2013v3.1
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)
Return2014-08-15T09:54:18-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232939378PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON GILLAHAN & FREEH PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 W BROAD STREETAddressLine1
CityQUAKERTOWNCity
StatePAState
ZIP Code18951ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256819784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MARY FLACK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1
CityQUAKERTOWNCity
StatePAState
ZIP Code18951ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT W FLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2014-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG W GILLAHAN II CPAPreparerPersonNm
PTINP00251624PTIN
Phone2155381371PhoneNum
Preparation2014-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$95,258FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,791DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,791DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,857GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,060CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,090TotalRevAndExpnssAmt
Total Net Invst Incm$5,851TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$715ExcessRevenueOverExpensesAmt
Net Investment Income$5,851NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,465SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,363SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$86,275CorporateStockBOYAmt
Corporate Stock EOY$82,092CorporateStockEOYAmt
Corporate Stock EOYFMV$84,895CorporateStockEOYFMVAmt
Total Assets BOY$91,740TotalAssetsBOYAmt
Total Assets EOY$92,455TotalAssetsEOYAmt
Total Assets EOYFMV$95,258TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$91,740RetainedEarningBOYAmt
Retained Earning EOY$92,455RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$91,740TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,455TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$91,740TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$92,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$91,740TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$715ExcessRevenueOverExpensesAmt
Subtotal$92,455SubtotalAmt
Tot Net Ast Or Fund Balances EOY$92,455TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,060CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$89,965NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041127DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$91,516NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026225DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$87,457NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046880DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,927AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$75,248NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052187DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,055AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$87,125NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.069498DistributionYr5Rt
Total Distribution0.235917TotalDistributionRt
Average Distribution0.047183AverageDistributionRt
Net Vl Noncharitable Assets$93,345NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,404AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$59NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,463AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$59InvestmentIncomeExciseTaxAmt
Subtotal$59SubtotalAmt
Tax Based On Investment Income$59TaxBasedOnInvestmentIncomeAmt
Tax Due$59TaxDueAmt

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 RDAddressLine1
CityQUAKERTOWNCity
StatePAState
ZIP Code18951ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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 STSLATINGTONPA18080TRUSTEE0.25$0$0$0
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE0.25$0$0$0
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE0.25$0$0$0
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE0.25$0$0$0
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE0.25$0$0$0
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE0.25$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$86,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$94,766TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$94,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,421CashDeemedCharitableAmt
Net Vl Noncharitable Assets$93,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,667MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,667MinimumInvestmentReturnAmt
Tax Based On Investment Income$59TaxBasedOnInvestmentIncomeAmt
Total Tax$59TotalTaxAmt
Distributable Before Adj$4,608DistributableBeforeAdjAmt
Distributable Before Ded$4,608DistributableBeforeDedAmt
Distributable As Adjusted$4,608DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,375ExpensesAndContributionsAmt
Qualifying Distributions$5,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$59PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,316AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,608DistributableAsAdjustedAmt
Undistributed Income PY$4,416UndistributedIncomePYAmt
Qualifying Distributions$5,375QualifyingDistributionsAmt
Applied To Year1$4,416AppliedToYear1Amt
Applied To Current Year$959AppliedToCurrentYearAmt
Undistributed Income CY$3,649UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TURNING POINT OF LEHIGH V
444 E SUSQUEHANNA STALLENTOWNPA18103UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
N LEHIGH FOOD BANK
7884 CENTER STSLATINGTONPA18080UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
LOVING GRACE MINISTRIES
PO BOX 500LAFAYETTENJ07848UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
MEN-O-LAN
1415 DOERR RDQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
OPERATION HOME FRONT
8930 FOURWINDS DR STE 3SAN ANTONIOTX78239UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
UPPER MILFORD MENNONITE CHURCH
6450 KINGS HWY SOUTHZIONSVILLEPA18092UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
ST ISIDORES CHURCH
2545 W PUMPING STATION RQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$2,575
MILFORD TOWNSHIP FIRE CO
2185 MILFORD SQUARE PIKEQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
TABBY'S PLACE
1100 US HIGHWAY 202RINGOESNJ08551UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
TRUMBAUERSVILLE FIRE CO
PO BOX 142TRUMBAUERSVILLEPA18970UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
LIONS CLUB OF TRUMBAUERSVILLE
2555 TOLGATE RDTRUMBAUERSVILLEPA18907UNRELATED501(C)(4)UNRESTRICTED OPERATING FUNDS$400
AUTISM SPEAKS
1 EAST 33RD ST 4TH FLOORNEW YORKNY10016UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
MAKE A WISH FOUNDATIONS
4742 N 24TH ST SUITEPHOENIZAZ85016UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
SALVATION ARMY
477 NW END BLVDQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
LAKEVILLE FIRE COMPANY
10 DANIELS RDLAKEVILLEPA18438UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
ST LUKES VISITING NURSE
1021 PARK AVEQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,375TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,791ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,060ExclusionAmt
Related Or Exempt Function Incm$239RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,851ExclusionAmt
Related Or Exempt Function Incm$239RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,090TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (8 entries)

ROBERT W FLACK
MARY E FLACK
JOYCE E FLACK
ALISON R SCHAFFER
BRIAN W FLACK
MICHAEL P FLACK
PATRICIA M PARSONS
ROBERT W FLACK II

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
INVESCO DEVELOPING MARKETS2007-09PURCHASE2013-04$4,933$5,000-$67
CALAMOS INVESTMENT TRUST2005-05PURCHASE2013-04$12,572$10,913$1,659
OPPENHEIMER CORE FUND2012-08PURCHASE2013-08$8,742$8,580$162
EATON VANCE SENIOR FLOATING2013-04PURCHASE2013-11$7,550$9,065-$1,515

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$82,092EOYBookValueAmt
EOYFMV$84,895EOYFMVAmt

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