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JAMES H FRANK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JAMES H FRANK FOUNDATION (EIN 33-1185058)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-11
IRS object ID
202540429349100019
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)
Return2025-02-11T10:45:44-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIRENE A MARYOUNG CPAPreparerPersonNm
PTINP00643279PTIN
Phone3108201232PhoneNum
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$220,393FMVAssetsEOYAmt
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$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,329DividendsNetInvstIncmAmt
Total Rev And Expnss$6,350TotalRevAndExpnssAmt
Total Net Invst Incm$6,350TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$71TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,222OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,197OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,293TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,197TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,197TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,443ExcessRevenueOverExpensesAmt
Net Investment Income$5,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,787SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,345SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,345SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$50,428CorporateStockBOYAmt
Corporate Stock EOY$50,428CorporateStockEOYAmt
Corporate Stock EOYFMV$76,607CorporateStockEOYFMVAmt
Other Investments BOY$114,736OtherInvestmentsBOYAmt
Other Investments EOY$114,714OtherInvestmentsEOYAmt
Other Investments EOYFMV$133,441OtherInvestmentsEOYFMVAmt
Total Assets BOY$181,951TotalAssetsBOYAmt
Total Assets EOY$175,487TotalAssetsEOYAmt
Total Assets EOYFMV$220,393TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$181,951RetainedEarningBOYAmt
Retained Earning EOY$175,487RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$181,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$175,487TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$181,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$175,487TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$181,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,443ExcessRevenueOverExpensesAmt
Subtotal$175,508SubtotalAmt
Other Decreases$21OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$175,487TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$72InvestmentIncomeExciseTaxAmt
Subtotal$72SubtotalAmt
Tax Based On Investment Income$72TaxBasedOnInvestmentIncomeAmt
Tax Due$72TaxDueAmt
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 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 (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$207,584AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,463AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$221,047TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$221,047AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$217,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,887MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,887MinimumInvestmentReturnAmt
Tax Based On Investment Income$72TaxBasedOnInvestmentIncomeAmt
Total Tax$72TotalTaxAmt
Distributable Before Adj$10,815DistributableBeforeAdjAmt
Distributable Before Ded$10,815DistributableBeforeDedAmt
Distributable As Adjusted$10,815DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,500ExpensesAndContributionsAmt
Qualifying Distributions$9,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,815DistributableAsAdjustedAmt
Undistributed Income PY$7,368UndistributedIncomePYAmt
Qualifying Distributions$9,500QualifyingDistributionsAmt
Applied To Year1$7,368AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,132AppliedToCurrentYearAmt
Undistributed Income CY$8,683UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PETERSEN AUTOMOTIVE MUSEUM
6060 WILSHIRE BLVDLOS ANGELESCA90036UNRELATEDPCCHARITABLE$3,980
CHP 11-99 FOUNDATION
2244 N STATE COLLEGE BLVDFULLERTONCA92831UNRELATEDPCCHARITABLE$125
SCLERODERMA RESEARCH FOUNDATION
11704 WILSHIRE BLVDLOS ANGELESCA90025UNRELATEDPCCHARITABLE$100
ALZHEIMERS RESEARCH
4221 Wilshire Blvd Suite 400Los AngelesCA90010UNRELATEDPCCHARITABLE$200
CEDARS SINAI
8700 BEVERLY BLVD STE 2416LOS ANGELESCA90048UNRELATEDPCCHARITABLE$1,200
DISABLED AMERICAN VETERANS
11000 WILSHIRE BLVD 5227LOS ANGELESCA90024UNRELATEDPCCHARITABLE$100
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS66675UNRELATEDPCCHARITABLE$200
HUNTINGTON'S DISEASE SOCIETY OF AME
505 EIGTH AVENUE SUITE 902NEW YORKNY10018UNRELATEDPCCHARITABLE$1,250
VETERANS OF FOREIGN WARS
406 W 34TH STREETKANSAS CITYMO64111UNRELATEDPCCHARITABLE$45
RONALD REAGAN FOUNDATION
40 PRESIDENTIAL DRIVESIMI VALLEYCA93065UNRELATEDPCCHARITABLE$200
USO
201 WORLD WAYLOS ANGELESCA90045UNRELATEDPCCHARITABLE$100
ISRAEL PARASPORT CENTER
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093UNRELATEDPCCHARITABLE$1,000
WESTSIDE GERMAN SHEPHERD RESCUE
3016 S HILL STLOS ANGELESCA90007UNRELATEDPCCHARITABLE$400
IRC DONATION RESCUEORG
122 EAST 42ND STREETNEW YORKNY10168UNRELATEDPCCHARITABLE$400
ASHLEY NISSENBURG JOFFE FOUNDATION
10880 WILSHIRE BLVD SUITE 1400LOS ANGELESCA90024UNRELATEDPFCHARITABLE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,329ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,350ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,350TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
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$13,652
100 OTIS WORLDWIDE CORP$7,790$9,261
464 RAYTHEON TECHNOLOGIES CORP$37,067$53,694

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
400 VANGUARD INTLAT COST$25,069$27,152
500 ISHARE COREAT COST$48,207$56,130
150 WISDOMTREE EMERGING MARKETSAT COST$6,526$6,074
350 ENERGY SELECT SECTOR SPDR FUNDAT COST$24,311$29,981
30 SPDR GOLD SHARES ETFAT COST$5,344$7,264
160 VANECK JUNIOR GOLD MINERSAT COST$5,257$6,840

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$21Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEE$25
MANAGEMENT FEES$1,197$1,197

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$71Amt

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