LISA FRANK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-10-13
IRS object ID: 202122869349100012
Schema version: 2020v4.0
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
Form 990-PF
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-10-13T10:26:12-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	860639718	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SHAFFER & DANKER CPA'S PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3130 N DODGE BLVD	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	857161726	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205795280	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LISA FRANK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LISA	BusinessNameControlTxt
Phone	5205471535	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	65 N CAMINO ESPANOL	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	857164940	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LISA FRANK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5205471535	PhoneNum
Signature	2021-09-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LISA	PersonFirstNm
Person Last	FRANK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA M DANKER	PreparerPersonNm
PTIN	P01252112	PTIN
Phone	5202968100	PhoneNum
Preparation	2021-09-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$180	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
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$2,338	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,338	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,338	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$16,532	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$115,367	GrossSalesPriceAmt
Total Rev And Expnss	-$14,192	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,340	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,340	TotalAdjNetIncmAmt
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	$6,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$20,192	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,340	NetInvestmentIncomeAmt
Adjusted Net Income	$2,340	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,421	CashBOYAmt
Cash EOY	$180	CashEOYAmt
Cash EOYFMV	$180	CashEOYFMVAmt
Corporate Stock BOY	$113,890	CorporateStockBOYAmt
Corporate Stock EOY	$118,472	CorporateStockEOYAmt
Total Assets BOY	$118,311	TotalAssetsBOYAmt
Total Assets EOY	$118,652	TotalAssetsEOYAmt
Total Assets EOYFMV	$180	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$118,311	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$118,652	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$118,311	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$118,652	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$118,311	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$118,652	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$118,311	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$20,192	ExcessRevenueOverExpensesAmt
Other Increases	$20,533	OtherIncreasesAmt
Subtotal	$118,652	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$118,652	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$33	InvestmentIncomeExciseTaxAmt
Subtotal	$33	SubtotalAmt
Tax Based On Investment Income	$33	TaxBasedOnInvestmentIncomeAmt
Tax Due	$33	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
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	LISA FRANK	IndividualWithBooksNm
Phone	5205471535	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	65 N CAMINO ESPANOL	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85716	ZIPCd

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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	LISA FRANK	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	65 N CAMINO ESPANOL	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85716	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.25	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$33	TaxBasedOnInvestmentIncomeAmt
Total Tax	$33	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,000	ExpensesAndContributionsAmt
Qualifying Distributions	$6,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$6,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$743	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$555	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$1,298	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,000	QualifyingDistributionsAmt
Remaining Distri From Corpus	$6,000	RemainingDistriFromCorpusAmt
Total Corpus	$7,298	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$7,298	ExcessDistriCyovToNextYrAmt
Excess From Year3	$743	ExcessFromYear3Amt
Excess From Year2	$555	ExcessFromYear2Amt
Excess From Current Year	$6,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMMUNITY FOOD BANK
3003 S COUNTRY CLUB RD	TUCSON	AZ	85713	DONATION	$350
TU NIDITO
3922 N MOUNTAIN AVE	TUCSON	AZ	85719	DONATION	$500
CRANBROOK
39221 WOODWARD AVE	BLOOMFIELD HILLS	MI	48303	DONATION	$5,000
HUMANE SOCIETY OF SOUTHERN ARIZONA
635 W ROGER ROAD	TUCSON	AZ	85705	DONATION	$150

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,338	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$16,532	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$14,192	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$14,192	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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
ALTRIA GROUP	2020-05	PURCHASE	2020-09	$16,293	$14,441	$1,852
PACE SELECT ADVISORS TR INTL	2019-12	PURCHASE	2020-04	$8,094	$9,644	-$1,550
PACE SELECT ADVISORS TR INT EQUITY	2019-12	PURCHASE	2020-04	$8,347	$9,569	-$1,222
PACE SELECT ADVISORS TR LARGE CO	2019-12	PURCHASE	2020-04	$41,979	$44,511	-$2,532
PACE SELECT ADVISORS TR LARGE CO	2019-12	PURCHASE	2020-04	$32,410	$44,568	-$12,158
PACE SELECT ADVISORS TR SMALL/MED	2019-12	PURCHASE	2020-04	$4,177	$4,598	-$421
PACE SELECT ADVISORS TR SMALL VALUE	2019-12	PURCHASE	2020-04	$4,067	$4,568	-$501

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	RBC WEALTH MGMT	StockNm
EOY Book Value	$118,472	EOYBookValueAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$20,533	Amt

LISA FRANK FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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