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JAMES H FRANK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JAMES H FRANK FOUNDATION (EIN 33-1185058)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-02
IRS object ID
202233069349100443
Schema version
2021v4.0
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)
Return2022-11-02T11:37:57-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474728406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Cohen Bender & Golden LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112400 Wilshire Blvd Ste 1250AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331185058EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H FRANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3104509178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12678 34TH STREETAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES H FRANKPersonNm
Person Titlepresident & CFOPersonTitleTxt
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES HPersonFirstNm
Person LastFRANKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L GOLDEN CPAPreparerPersonNm
PTINP00227738PTIN
Phone3108201232PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$210,676FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,330ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,589DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,589DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$384NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$384GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$384CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,306TotalRevAndExpnssAmt
Total Net Invst Incm$5,976TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$192TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,075OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,792TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,330ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,330ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,122TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,075TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,330TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,184ExcessRevenueOverExpensesAmt
Net Investment Income$4,901NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,818SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,672SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$40,264CorporateStockBOYAmt
Corporate Stock EOY$50,594CorporateStockEOYAmt
Corporate Stock EOYFMV$59,659CorporateStockEOYFMVAmt
Other Investments BOY$125,649OtherInvestmentsBOYAmt
Other Investments EOY$125,649OtherInvestmentsEOYAmt
Other Investments EOYFMV$130,345OtherInvestmentsEOYFMVAmt
Total Assets BOY$192,731TotalAssetsBOYAmt
Total Assets EOY$196,915TotalAssetsEOYAmt
Total Assets EOYFMV$210,676TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$192,731RetainedEarningBOYAmt
Retained Earning EOY$196,915RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$192,731TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$196,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$192,731TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$196,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$192,731TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,184ExcessRevenueOverExpensesAmt
Subtotal$196,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$196,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCapital Gain DividendsPropertyDesc
Gain Or Loss$384GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$384CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Subtotal$68SubtotalAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Tax Due$68TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHEN BENDER & GOLDEN LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108201232PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112400 WILSHIRE BLVD STE 1250AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES H FRANK
2678 34TH STREETSANTA MONICACA90405president & CFO5.00$0
ROBERT MARCUS
7218 ELMSBURY LANEWEST HILLSCA91307SECRETARY & DIR1.00$0
SAMUEL BLASER
406 S LEMON AVENUE 6WALNUTCA91789Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$173,463AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,114AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$197,577TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$197,577AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$194,613NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable Before Adj$9,663DistributableBeforeAdjAmt
Distributable Before Ded$9,663DistributableBeforeDedAmt
Distributable As Adjusted$9,663DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,330ExpensesAndContributionsAmt
Qualifying Distributions$8,330QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,663DistributableAsAdjustedAmt
Undistributed Income PY$8,331UndistributedIncomePYAmt
Qualifying Distributions$8,330QualifyingDistributionsAmt
Applied To Year1$8,330AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Taxable2$1Taxable2Amt
Undistributed Income CY$9,663UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
petersen auto museum
6060 WILSHIRE BLVDLOS ANGELESCA90036UNRELATEDPCCHARITABLE$6,040
CHP 11-99 FOUNDATION
2244 N STATE COLLEGE BLVDFULLERTONCA92831UNRELATEDPCCHARITABLE$250
LOS ANGELES POLICE RESERVE
515 S Flower Street Suite 1680Los AngelesCA90071UNRELATEDPCCHARITABLE$250
HONORARY DEPUTY SHERIFF'S ASS'N
PO BOX 421260SAN DIEGOCA92124UNRELATEDPCCHARITABLE$1,350
SCLERODERMA RESEARCH FOUNDATION
11704 WILSHIRE BLVDLOS ANGELESCA90025UNRELATEDPCCHARITABLE$100
ca state sheriff's assN FNDTN
1231 I Street Suite 200sacramentoCA95814UNRELATEDPCCHARITABLE$100
CEDARS SINAI
8700 BEVERLY BLVD STE 2416LOS ANGELESCA90048UNRELATEDPCCHARITABLE$200
Beverly Hills High School Alumni As
241 S MORENO DRbeverly hillsCA90212UNRELATEDPCCHARITABLE$40
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,330TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$384ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,976ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,976TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES H FRANKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12678 34TH STREETAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90405ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,330TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property116 SHARES OF RAYTHEON TECHNOLOGIES CORPNoncashPropertyDesc
Fair Market Value$10,330FairMarketValueAmt
Received2021-11-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200 CARRIER GLOBAL CORP$5,571$10,848
100 OTIS WORLDWIDE CORP$7,790$8,707
466 RAYTHEON TECHNOLOGIES CORP$37,233$40,104

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
400 VANGUARD INTLAT COST$25,068$26,868
700 ISHARE COREAT COST$67,490$70,693
150 WISDOMTREE EMERGING MARKETSAT COST$6,526$6,498
300 VANGUARD INTER TERM BONDAT COST$26,565$26,286

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEE$25
MANAGEMENT FEES$1,075$1,075

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
federal EXCISE TAX$56
FOREIGN TAX$136

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