LISA FRANK FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349103346
Schema version
2016v3.0
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)
Return2017-11-15T16:57:46-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463275237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRAVIS HUTCHISON CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 E RIVER RD STE 110AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 Line16760 S LISA FRANK AVAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85706ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRANKPersonNm
Person TitleMANAGERPersonTitleTxt
Phone5205471535PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS HUTCHISONPreparerPersonNm
PTINP00052622PTIN
Phone5207958148PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdDA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DAAtSubmissionCreationDeviceId
At Submission Filing Device Id53D458C82320E5CA4BCA37F288A6CEEB15A0A3C7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$104,632FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,314DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,841NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,291GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,841CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,155TotalRevAndExpnssAmt
Total Net Invst Incm$4,155TotalNetInvstIncmAmt
Taxes Rev And Expnss$283TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,008OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,291TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,741TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,586ExcessRevenueOverExpensesAmt
Net Investment Income$4,155NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,633CashBOYAmt
Cash EOY$2,923CashEOYAmt
Cash EOYFMV$2,923CashEOYFMVAmt
Corporate Stock BOY$99,075CorporateStockBOYAmt
Corporate Stock EOY$101,709CorporateStockEOYAmt
Corporate Stock EOYFMV$101,709CorporateStockEOYFMVAmt
Total Assets BOY$101,708TotalAssetsBOYAmt
Total Assets EOY$104,632TotalAssetsEOYAmt
Total Assets EOYFMV$104,632TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$101,708UnrestrictedBOYAmt
Unrestricted EOY$104,632UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$101,708TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$104,632TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,708TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$104,632TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,708TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,586ExcessRevenueOverExpensesAmt
Other Increases$4,510OtherIncreasesAmt
Subtotal$104,632SubtotalAmt
Tot Net Ast Or Fund Balances EOY$104,632TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PACE INTERNATIONAL EQUITY INVESTMENTP2008-01-242016-12-16$540$657-$117-$117
PACE INTERNATIONAL EMERGING MARKETSP2008-01-242016-12-16$540$977-$437-$437
PACE LARGE CO GROWTH EQUITYP2008-01-242016-12-16$2,160$1,656$504$504
PACE LARGE CO VALUE EQUITYP2008-01-242016-12-16$2,160$1,677$483$483
PACE SMALL/MEDIUM GROWTH EQUITYP2008-01-242016-12-16$240$211$29$29
PACE SMALL/MEDIUM CO VALUE EQUITYP2008-01-242016-12-16$300$200$100$100
PACE GLOBAL REAL ESTATE SECURITIESP2008-01-242016-12-16$60$72-$12-$12
FieldValueIRS element (for citing)
Capital Gain Net Income$2,841CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,263AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$106,757NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049299DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,026AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$109,862NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045748DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$105,444NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044573DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$96,105NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.021851DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$95,186NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037821DistributionYr5Rt
Total Distribution0.199292TotalDistributionRt
Average Distribution0.039858AverageDistributionRt
Net Vl Noncharitable Assets$113,993NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,544AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$42NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,586AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$83InvestmentIncomeExciseTaxAmt
Subtotal$83SubtotalAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Tax Due$83TaxDueAmt

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 BooksTHE FOUNDATIONIndividualWithBooksNm
Phone5206241903PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16760 S LISA FRANK AVEAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85706ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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 Line16760 S LISA FRANK AVEAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85706ZIPCd
FieldValueIRS element (for citing)
TitleMANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$112,950AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,779AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$115,729TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$115,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,736CashDeemedCharitableAmt
Net Vl Noncharitable Assets$113,993NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Total Tax$83TotalTaxAmt
Distributable Before Adj$5,617DistributableBeforeAdjAmt
Distributable Before Ded$5,617DistributableBeforeDedAmt
Distributable As Adjusted$5,617DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,450ExpensesAndContributionsAmt
Qualifying Distributions$4,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,617DistributableAsAdjustedAmt
Undistributed Income PY$5,204UndistributedIncomePYAmt
Qualifying Distributions$4,450QualifyingDistributionsAmt
Applied To Year1$4,450AppliedToYear1Amt
Taxable2$754Taxable2Amt
Undistributed Income CY$5,617UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GIRL SCOUTS OF SOUTHERN ARIZONA
4300 E BROADWAY BLVDTUCSONAZ85711EXEMPT ACTIVITIES$176
TMC FOUNDATION
5301 E GRANT RDTUCSONAZ85712EXEMPT ACTIVITIES$4,075
CREATE A BOOK INC
5160 W PATRICK LANE 100-BLAS VEGASNV89118EXEMPT ACTIVITIES$199
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,314ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,841ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,155ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,155TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS FINANCIAL SERVICESStockNm
EOY Book Value$101,709EOYBookValueAmt
EOYFMV$101,709EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
UBS FEES$1,008

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$4,510Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAXES$32
FEDERAL TAXES$251

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