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
- Form 990-PF
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T09:54:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 W BROAD STREET | AddressLine1 |
| City | QUAKERTOWN | City |
| State | PA | State |
| ZIP Code | 18951 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2265 MILL HILL RD | AddressLine1 |
| City | QUAKERTOWN | City |
| State | PA | State |
| ZIP Code | 18951 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W FLACK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG W GILLAHAN II CPA | PreparerPersonNm |
| PTIN | P00251624 | PTIN |
| Phone | 2155381371 | PhoneNum |
| Preparation | 2014-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,258 | 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 |
| Dividends Rev And Expnss | $4,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,060 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,851 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $86,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,895 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $91,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $91,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $715 | ExcessRevenueOverExpensesAmt |
| Subtotal | $92,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $92,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $89,965 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026225 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $87,457 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046880 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,927 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $75,248 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,055 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069498 | DistributionYr5Rt |
| Total Distribution | 0.235917 | TotalDistributionRt |
| Average Distribution | 0.047183 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $93,345 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,463 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $59 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59 | SubtotalAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $59 | 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 | 2155382354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2265 MILL HILL RD | AddressLine1 |
| City | QUAKERTOWN | City |
| State | PA | State |
| ZIP Code | 18951 | ZIPCode |
| 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 | false | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.25 | $0 | $0 | $0 |
| MARY E FLACK | ||||||||
| 2265 MILL HILL RD | QUAKERTOWN | PA | 18951 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JOYCE E FLACK | ||||||||
| 2649 GROVE ST | SLATINGTON | PA | 18080 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ALISON R SCHAFFER | ||||||||
| 1285 CATCH BASIN RD | QUAKERTOWN | PA | 18951 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| BRIAN W FLACK | ||||||||
| 1231 PASSER RD | COOPERSBURG | PA | 18036 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MICHAEL P FLACK | ||||||||
| 2317 TAYLOR DR | CENTER VALLEY | PA | 18034 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| PATRICIA M PARSONS | ||||||||
| 50 SNYDERTOWN RD | HOPEWELL | NJ | 08525 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ROBERT W FLACK II | ||||||||
| 371 CAMP ROCK HILL ROAD | QUAKERTOWN | PA | 18951 | TRUSTEE | 0.25 | $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 | $86,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,766 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $94,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59 | TotalTaxAmt |
| Distributable Before Adj | $4,608 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,608 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,316 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,416 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,416 | AppliedToYear1Amt |
| Applied To Current Year | $959 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,649 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TURNING POINT OF LEHIGH V | |||||||
| 444 E SUSQUEHANNA ST | ALLENTOWN | PA | 18103 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| N LEHIGH FOOD BANK | |||||||
| 7884 CENTER ST | SLATINGTON | PA | 18080 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| LOVING GRACE MINISTRIES | |||||||
| PO BOX 500 | LAFAYETTE | NJ | 07848 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| MEN-O-LAN | |||||||
| 1415 DOERR RD | QUAKERTOWN | PA | 18951 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| OPERATION HOME FRONT | |||||||
| 8930 FOURWINDS DR STE 3 | SAN ANTONIO | TX | 78239 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| UPPER MILFORD MENNONITE CHURCH | |||||||
| 6450 KINGS HWY SOUTH | ZIONSVILLE | PA | 18092 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| ST ISIDORES CHURCH | |||||||
| 2545 W PUMPING STATION R | QUAKERTOWN | PA | 18951 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $2,575 |
| MILFORD TOWNSHIP FIRE CO | |||||||
| 2185 MILFORD SQUARE PIKE | QUAKERTOWN | PA | 18951 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $100 |
| TABBY'S PLACE | |||||||
| 1100 US HIGHWAY 202 | RINGOES | NJ | 08551 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| TRUMBAUERSVILLE FIRE CO | |||||||
| PO BOX 142 | TRUMBAUERSVILLE | PA | 18970 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $100 |
| LIONS CLUB OF TRUMBAUERSVILLE | |||||||
| 2555 TOLGATE RD | TRUMBAUERSVILLE | PA | 18907 | UNRELATED | 501(C)(4) | UNRESTRICTED OPERATING FUNDS | $400 |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD ST 4TH FLOOR | NEW YORK | NY | 10016 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| MAKE A WISH FOUNDATIONS | |||||||
| 4742 N 24TH ST SUITE | PHOENIZ | AZ | 85016 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| SALVATION ARMY | |||||||
| 477 NW END BLVD | QUAKERTOWN | PA | 18951 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $200 |
| LAKEVILLE FIRE COMPANY | |||||||
| 10 DANIELS RD | LAKEVILLE | PA | 18438 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $100 |
| ST LUKES VISITING NURSE | |||||||
| 1021 PARK AVE | QUAKERTOWN | PA | 18951 | UNRELATED | 501(C)(3) | UNRESTRICTED OPERATING FUNDS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,375 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $239 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $239 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,090 | 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 |
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)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| INVESCO DEVELOPING MARKETS | 2007-09 | PURCHASE | 2013-04 | $4,933 | $5,000 | -$67 |
| CALAMOS INVESTMENT TRUST | 2005-05 | PURCHASE | 2013-04 | $12,572 | $10,913 | $1,659 |
| OPPENHEIMER CORE FUND | 2012-08 | PURCHASE | 2013-08 | $8,742 | $8,580 | $162 |
| EATON VANCE SENIOR FLOATING | 2013-04 | PURCHASE | 2013-11 | $7,550 | $9,065 | -$1,515 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $82,092 | EOYBookValueAmt |
| EOYFMV | $84,895 | EOYFMVAmt |
Comments