THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-11
IRS object ID
201322849349100002
Schema version
2012v2.3
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)
Timestamp2013-10-11T06:06:34-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1415 W BROAD STREETAddressLine1
CityQUAKERTOWNCity
StatePAState
ZIP Code18951ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN256819784EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameROBERT W FLACKName
TitleTRUSTEETitle
Date Signed2013-10-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCRAIG W GILLAHAN II CPAName
Phone2155381371Phone
Date Prepared2013-10-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY94274FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss3491DividendsRevAndExpnss
Dividends Net Invst Incm3491DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-808NetGainSaleAssetsRevAndExpnss
Gross Sales Price9192GrossSalesPrice
Capital Gain Net Incm Net Invst Incm612CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses2683TotalRevenueAndExpenses
Total Net Investment Income4103TotalNetInvestmentIncome
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3700ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3700ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss3700TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3700TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1017ExcessOfRevenueOverExpenses
Net Investment Income4103NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4816SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY5465SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV5465SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY87941InvestmentsCorpStockBOY
Investments Corp Stock EOY86275InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV88809InvestmentsCorpStockEOYFMV
Total Assets BOY92757TotalAssetsBOY
Total Assets EOY91740TotalAssetsEOY
Total Assets EOYFMV94274TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY92757RetainedEarningsBOY
Retained Earnings EOY91740RetainedEarningsEOY
Total Net Assets BOY92757TotalNetAssetsBOY
Total Net Assets EOY91740TotalNetAssetsEOY
Total Liabilities Net Assets BOY92757TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY91740TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY92757TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1017ExcessOfRevenueOverExpenses
Subtotal91740Subtotal
Total Net Assets Fund Balances EOY91740TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income612CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year12400QualifyingDistributionsYear1
Noncharitable Assets Year191516NoncharitableAssetsYear1
Distribution Ratio Year10.026225DistributionRatioYear1
Qualifying Distributions Year24100QualifyingDistributionsYear2
Noncharitable Assets Year287457NoncharitableAssetsYear2
Distribution Ratio Year20.046880DistributionRatioYear2
Qualifying Distributions Year33927QualifyingDistributionsYear3
Noncharitable Assets Year375248NoncharitableAssetsYear3
Distribution Ratio Year30.052187DistributionRatioYear3
Qualifying Distributions Year46055QualifyingDistributionsYear4
Noncharitable Assets Year487125NoncharitableAssetsYear4
Distribution Ratio Year40.069498DistributionRatioYear4
Qualifying Distributions Year55134QualifyingDistributionsYear5
Noncharitable Assets Year5106173NoncharitableAssetsYear5
Distribution Ratio Year50.048355DistributionRatioYear5
Total Distribution Ratio0.243145TotalDistributionRatio
Average Distribution Ratio0.048629AverageDistributionRatio
Net Noncharitable Assets89965NetNoncharitableAssets
Adjusted Noncharitable Assets4375AdjustedNoncharitableAssets
One Percent Net Investment Income41OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4416AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3700QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax82InvestmentIncomeExciseTax
Subtotal82Subtotal
Tax Based On Investment Income82TaxBasedOnInvestmentIncome
Tax Due82TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT W FLACKBooksInCareOfPersonName
Books In Care Of Phone Number2155382354BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearstrueUndistributedIncomePriorYears
Undistributed Income Prior Year12011UndistributedIncomePriorYear1
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT W FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.25000
MARY E FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.25000
JOYCE E FLACK
2649 GROVE STSLATINGTONPA18080TRUSTEE0.25000
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE0.25000
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE0.25000
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE0.25000
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE0.25000
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities86195AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5140AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets91335TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets91335AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1370CashDeemedCharitable
Net Noncharitable Assets89965NetNoncharitableAssets
Minimum Investment Return4498MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4498MinimumInvestmentReturn
Tax Based On Investment Income82TaxBasedOnInvestmentIncome
Total Tax82TotalTax
Distributable Amount Before Adj4416DistributableAmountBeforeAdj
Distributable Amount Before Ded4416DistributableAmountBeforeDed
Distributable Amount As Adjusted4416DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3700ExpensesAndContributions
Qualifying Distributions3700QualifyingDistributions
Adj Qualifying Distributions3700AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4416DistributableAmountAsAdjusted
Undistributed Income Prior Year4489UndistributedIncomePriorYear
Qualifying Distributions3700QualifyingDistributions
Applied To Year13700AppliedToYear1
Taxable Amount2789TaxableAmount2
Undistributed Income CY4416UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT MARY FLACKContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
TURNING POINT OF LEHIGH V
444 E SUSQUEHANNA STALLENTOWNPA18103UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
SELLERSVILLE VOL FIRE CO
2 N MAIN STSELLERSVILLEPA18960UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
MENNONITE DISASTER SERVIC
1018 MAIN STAKRONPA17501UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
N LEHIGH FOOD BANK
7884 CENTER STSLATINGTONPA18080UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
LOVING GRACE MINISTRIES
PO BOX 500LAFAYETTENJ07848UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
MEN-O-LAN
1415 DOERR RDQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
OPERATION HOME FRONT
8930 FOURWINDS DR STE 3SAN ANTONIOTX78239UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$600
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$200
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$100
JOHN RIVERS VETERANS CENTER
41 BELMONT AVEQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$400
LINVALE UNITED METHODIST CHURCH
373 ROUTE 31N RINGOESNJ08551UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
TRUMBAUERSVILLE FIRE CO
PO BOX 142TRUMBAUERSVILLEPA18970UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
CROSSROADS PREGNANCY CENTER
3205 SOUTH BOULEVARDAUBURN HILLSMI48326UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3700TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,491ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$808ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$2,683ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA2683TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation (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 GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NameOPPENHEIMER GOLD & SPECIAL MINERALName
Date Acquired2007-09DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2012-08DateSold
Gross Sales Price8580GrossSalesPrice
Basis10000Basis
Total Net-1420TotalNet

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMUTUAL FUNDSNameOfStock
EOY Book Value86275EOYBookValue
EOYFMV88809EOYFMV

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