LISA FRANK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-15
IRS object ID
202532589349100433
Schema version
2024v5.0
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)
Return2025-09-15T16:15:24-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 Line16759 E CAMINO PRINCIPALAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP857153905ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRANKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5205471535PhoneNum
Signature2025-03-09SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA M DANKERPreparerPersonNm
PTINP01252112PTIN
Phone5202968100PhoneNum
Preparation2025-03-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$999,790FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$159InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$159InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$159InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,675DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,675DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,675DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,022NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$89,163GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,812TotalRevAndExpnssAmt
Total Net Invst Incm$14,842TotalNetInvstIncmAmt
Total Adj Net Incm$14,834TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,478OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,478OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,478TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,478TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,560TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,051ExcessRevenueOverExpensesAmt
Net Investment Income$8,364NetInvestmentIncomeAmt
Adjusted Net Income$14,834AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,605CashBOYAmt
Cash EOY$41,940CashEOYAmt
Cash EOYFMV$41,940CashEOYFMVAmt
Corporate Stock BOY$706,219CorporateStockBOYAmt
Corporate Stock EOY$957,850CorporateStockEOYAmt
Corporate Stock EOYFMV$957,850CorporateStockEOYFMVAmt
Total Assets BOY$745,824TotalAssetsBOYAmt
Total Assets EOY$999,790TotalAssetsEOYAmt
Total Assets EOYFMV$999,790TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$745,824NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$999,790NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$745,824TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$999,790TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$745,824TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$999,790TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$745,824TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,051ExcessRevenueOverExpensesAmt
Other Increases$293,017OtherIncreasesAmt
Subtotal$999,790SubtotalAmt
Tot Net Ast Or Fund Balances EOY$999,790TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$116InvestmentIncomeExciseTaxAmt
Subtotal$116SubtotalAmt
Tax Based On Investment Income$116TaxBasedOnInvestmentIncomeAmt
Tax Due$116TaxDueAmt

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE GIVINGDescription1Txt
Expenses1$38,560Expenses1Amt

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$782,420AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$823,192TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$823,192AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,348CashDeemedCharitableAmt
Net Vl Noncharitable Assets$810,844NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$116TaxBasedOnInvestmentIncomeAmt
Total Tax$116TotalTaxAmt
Distributable Before Adj$40,426DistributableBeforeAdjAmt
Distributable Before Ded$40,426DistributableBeforeDedAmt
Distributable As Adjusted$40,426DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,560ExpensesAndContributionsAmt
Qualifying Distributions$38,560QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,426DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$3,709ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,995ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$6,704TotalExcessDistributionCyovAmt
Qualifying Distributions$38,560QualifyingDistributionsAmt
Applied To Current Year$38,560AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,866ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,866ExcessDistributionCyovAppCYAmt
Total Corpus$4,838TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,838ExcessDistriCyovToNextYrAmt
Excess From Year4$1,843ExcessFromYear4Amt
Excess From Year2$2,995ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHE READY FOUNDATION
3727 MAGNOLIA BLVDBURBANKCA91505DONATION$20,000
BOYS AND GIRLS CLUB
3155 E GRANT TDTUCSONAZ85716DONATION$18,560
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,560TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$159RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,675RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$8,022RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,812RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,812TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$825Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ADVANCED MICRO DEVICES INC2024-06PURCHASE2024-12$37,748$48,684-$10,936
SIMON PROPERTY GROUP INC2022-01PURCHASE2024-06$51,407$48,501$2,906

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRBC WEALTH MGMTStockNm
EOY Book Value$957,850EOYBookValueAmt
EOYFMV$957,850EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$293,017Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$6,478Amt
Net Investment Income$6,478NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.