LISA FRANK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202233189349103313
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)
Return2022-11-14T12:40:55-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN860639718PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHAFFER & DANKER CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13130 N DODGE BLVDAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP857161726ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205795280EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LISA FRANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone5205471535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 N CAMINO ESPANOLAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP857164940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRANKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5205471535PhoneNum
Signature2022-11-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastFRANKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA M DANKERPreparerPersonNm
PTINP01252112PTIN
Phone5202968100PhoneNum
Preparation2022-11-09PreparationDt
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$732,204FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,162DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,162DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,162DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,761GrossSalesPriceAmt
Total Rev And Expnss$599,186TotalRevAndExpnssAmt
Total Net Invst Incm$3,164TotalNetInvstIncmAmt
Total Adj Net Incm$3,164TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$888OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,004ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,004ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,642TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,004TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$590,544ExcessRevenueOverExpensesAmt
Net Investment Income$3,164NetInvestmentIncomeAmt
Adjusted Net Income$3,164AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$180CashBOYAmt
Cash EOY$200,205CashEOYAmt
Cash EOYFMV$200,205CashEOYFMVAmt
Sav And Temp Cash Invst EOY$423,758SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$423,758SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$118,472CorporateStockBOYAmt
Corporate Stock EOY$108,241CorporateStockEOYAmt
Corporate Stock EOYFMV$108,241CorporateStockEOYFMVAmt
Total Assets BOY$118,652TotalAssetsBOYAmt
Total Assets EOY$732,204TotalAssetsEOYAmt
Total Assets EOYFMV$732,204TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$118,652NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$732,204NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$118,652TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$732,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$118,652TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$732,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$118,652TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$590,544ExcessRevenueOverExpensesAmt
Other Increases$23,008OtherIncreasesAmt
Subtotal$732,204SubtotalAmt
Tot Net Ast Or Fund Balances EOY$732,204TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44InvestmentIncomeExciseTaxAmt
Subtotal$44SubtotalAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Tax Due$44TaxDueAmt

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
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 BooksLISA FRANKIndividualWithBooksNm
Phone5205471535PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line165 N CAMINO ESPANOLAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85716ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLISA FRANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 N CAMINO ESPANOLAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85716ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$109,939AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,085AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$173,024TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$173,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,595CashDeemedCharitableAmt
Net Vl Noncharitable Assets$170,429NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,521MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,521MinimumInvestmentReturnAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Total Tax$44TotalTaxAmt
Distributable Before Adj$8,477DistributableBeforeAdjAmt
Distributable Before Ded$8,477DistributableBeforeDedAmt
Distributable As Adjusted$8,477DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,004ExpensesAndContributionsAmt
Qualifying Distributions$7,004QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,477DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$743ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$555ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$6,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,298TotalExcessDistributionCyovAmt
Qualifying Distributions$7,004QualifyingDistributionsAmt
Applied To Current Year$7,004AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,473ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,473ExcessDistributionCyovAppCYAmt
Total Corpus$5,825TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,825ExcessDistriCyovToNextYrAmt
Excess From Year1$5,825ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY FOOD BANK
3003 S COUNTRY CLUB RDTUCSONAZ85713DONATION$500
TU NIDITO
3922 N MOUNTAIN AVETUCSONAZ85719DONATION$500
CRANBROOK
39221 WOODWARD AVEBLOOMFIELD HILLSMI48303DONATION$4,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
635 W ROGER ROADTUCSONAZ85705DONATION$100
GIRL SCOUTS
4300 E BROADWAY BLVDTUCSONAZ85711DONATION$500
TUCSON GIRLS CHORUS
4020 E RIVER ROADTUCSONAZ85718DONATION$500
CASA DE LOS NINOS
1120 N 5TH AVENUETUCSONAZ85705DONATION$250
JEWISH FAMILY & CHILDREN'S SERVICES
4301 E 5TH STREETTUCSONAZ85711DONATION$200
BEN'S BELLS PROJECT
40 W BROADWAY BLVDTUCSONAZ85701DONATION$150
NATIVE SEED COMPANY
3584 E RIVER RDTUCSONAZ85718DONATION$104
THE LOFT CINEMA
3233 E SPEEDWAY BLVDTUCSONAZ85716DONATION$100
WORLD WILDLIFE FUND
125024TH STREET NWWASHINGTONDC200371193DONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,004TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,162RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,978RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$814RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$814TotalIncomeProducingActyAmt

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 PersonLISA FRANKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line165 N CAMINO ESPANOLAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85716ZIPCd
FieldValueIRS element (for citing)
Total Contributions$600,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$750Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AT&T2020-05PURCHASE2021-01$7,030$7,385-$355
DOCUSIGN INC2021-01PURCHASE2021-02$13,583$15,404-$1,821
ZOOM VIDEO COMMUNICATIONS INC2021-01PURCHASE2021-06$13,148$14,950-$1,802

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRBC WEALTH MGMTStockNm
EOY Book Value$108,241EOYBookValueAmt
EOYFMV$108,241EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$23,008Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$888Amt

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