THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-09-10
IRS object ID
201222549349100112
Schema version
2011v1.2
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)
Timestamp2012-09-10T15:12:08-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-09-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCRAIG W GILLAHAN II CPAName
Phone2155381371Phone
Date Prepared2012-09-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY88396FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3793DividendsRevAndExpnss
Dividends Net Invst Incm3793DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-14074NetGainSaleAssetsRevAndExpnss
Gross Sales Price10926GrossSalesPrice
Capital Gain Net Incm Net Invst Incm553CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss300OtherIncomeRevAndExpnss
Total Revenue And Expenses-9980TotalRevenueAndExpenses
Total Net Investment Income4347TotalNetInvestmentIncome
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss2400ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps2400ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss2400TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps2400TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-12380ExcessOfRevenueOverExpenses
Net Investment Income4347NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY7077SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY4816SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV4816SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY98060InvestmentsCorpStockBOY
Investments Corp Stock EOY87941InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV83580InvestmentsCorpStockEOYFMV
Total Assets BOY105137TotalAssetsBOY
Total Assets EOY92757TotalAssetsEOY
Total Assets EOYFMV88396TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY105137RetainedEarningsBOY
Retained Earnings EOY92757RetainedEarningsEOY
Total Net Assets BOY105137TotalNetAssetsBOY
Total Net Assets EOY92757TotalNetAssetsEOY
Total Liabilities Net Assets BOY105137TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY92757TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY105137TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-12380ExcessOfRevenueOverExpenses
Subtotal92757Subtotal
Total Net Assets Fund Balances EOY92757TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income553CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year14100QualifyingDistributionsYear1
Noncharitable Assets Year187457NoncharitableAssetsYear1
Distribution Ratio Year10.046880DistributionRatioYear1
Qualifying Distributions Year23927QualifyingDistributionsYear2
Noncharitable Assets Year275248NoncharitableAssetsYear2
Distribution Ratio Year20.052187DistributionRatioYear2
Qualifying Distributions Year36055QualifyingDistributionsYear3
Noncharitable Assets Year387125NoncharitableAssetsYear3
Distribution Ratio Year30.069498DistributionRatioYear3
Qualifying Distributions Year45134QualifyingDistributionsYear4
Noncharitable Assets Year4106173NoncharitableAssetsYear4
Distribution Ratio Year40.048355DistributionRatioYear4
Qualifying Distributions Year53360QualifyingDistributionsYear5
Noncharitable Assets Year5102371NoncharitableAssetsYear5
Distribution Ratio Year50.032822DistributionRatioYear5
Total Distribution Ratio0.249742TotalDistributionRatio
Average Distribution Ratio0.049948AverageDistributionRatio
Net Noncharitable Assets91516NetNoncharitableAssets
Adjusted Noncharitable Assets4571AdjustedNoncharitableAssets
One Percent Net Investment Income43OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4614AdjNonchrtblAssetsAndOnePct
Qualifying Distributions2400QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax87InvestmentIncomeExciseTax
Subtotal87Subtotal
Tax Based On Investment Income87TaxBasedOnInvestmentIncome
Tax Due87TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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

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 YearsfalseUndistributedIncomePriorYears
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

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 STSLATINGTONPA18080TRUSTEE0.00000
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE0.00000
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE0.00000
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE0.00000
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE0.00000
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE0.00000
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 Securities89597AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3313AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets92910TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets92910AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1394CashDeemedCharitable
Net Noncharitable Assets91516NetNoncharitableAssets
Minimum Investment Return4576MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4576MinimumInvestmentReturn
Tax Based On Investment Income87TaxBasedOnInvestmentIncome
Total Tax87TotalTax
Distributable Amount Before Adj4489DistributableAmountBeforeAdj
Distributable Amount Before Ded4489DistributableAmountBeforeDed
Distributable Amount As Adjusted4489DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions2400ExpensesAndContributions
Qualifying Distributions2400QualifyingDistributions
Adj Qualifying Distributions2400AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4489DistributableAmountAsAdjusted
Undistributed Income Prior Year2765UndistributedIncomePriorYear
Qualifying Distributions2400QualifyingDistributions
Applied To Year12400AppliedToYear1
Taxable Amount2365TaxableAmount2
Undistributed Income CY4489UndistributedIncomeCY

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 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$200
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$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
BUCKS COUNTY HOUSING GROUP
2324 SECOND ST PIKEWRIGHTSTOWNPA18940UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
MEN-O-LAN
1415 DOERR RDQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
CALVERY CHAPEL QUAKERTOWN
347 NEW ST STE 100QUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
HI TOPS
21 WIGGINS STPRINCETONNJ08540UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$400
OPERATION HOME FRONT
8930 FOURWINDS DR STE 3SAN ANTONIOTX78239UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$400
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year2400TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,793ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$553ExclusionAmount
Related Or Exempt Function Income-14627RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Related Or Exempt Function Income300RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$4,347ExclusionAmount
Related Or Exempt Function Income-14327RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-9980TotalPartXVIA

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)
NameBLACKROCK CREDIT ALLOCATION TRName
Date Acquired2005-05DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2011-02DateSold
Gross Sales Price10373GrossSalesPrice
Basis25000Basis
Total Net-14627TotalNet

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMUTUAL FUNDSNameOfStock
EOY Book Value87941EOYBookValue
EOYFMV83580EOYFMV

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Revenue And Expenses Per Books300RevenueAndExpensesPerBooks

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