LISA FRANK FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201423159349100717
Schema version
2013v3.0
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)
Return2014-11-11T11:50:51-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205936744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETO & COMPANY CPA'S PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13320 N CAMPBELL AVE SUITE 200AddressLine1
CityTUCSONCity
StateAZState
ZIP Code85719ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205795280EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LISA FRANK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone5206241903PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16760 S LISA FRANK AVENUEAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85706ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRANKPersonNm
Person TitleOFFICERPersonTitleTxt
Phone5206241903PhoneNum
Signature2014-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT SEBREEPreparerPersonNm
PTINP00082888PTIN
Phone5203260496PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$110,939FMVAssetsEOYAmt
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$4,508DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,508DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,512NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,979GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,512CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,020TotalRevAndExpnssAmt
Total Net Invst Incm$10,020TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,043OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,043TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,177ExcessRevenueOverExpensesAmt
Net Investment Income$10,020NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50CashBOYAmt
Corporate Stock BOY$99,966CorporateStockBOYAmt
Corporate Stock EOY$110,939CorporateStockEOYAmt
Corporate Stock EOYFMV$110,939CorporateStockEOYFMVAmt
Total Assets BOY$100,016TotalAssetsBOYAmt
Total Assets EOY$110,939TotalAssetsEOYAmt
Total Assets EOYFMV$110,939TotalAssetsEOYFMVAmt
Grants Payable EOY$2,300GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,300TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Permanently Restricted BOY$100,016PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$108,639PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$100,016TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$108,639TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$100,016TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$110,939TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$100,016TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,177ExcessRevenueOverExpensesAmt
Other Increases$4,446OtherIncreasesAmt
Subtotal$108,639SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$108,639TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS INVESTMENT ACTIVITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-01-24AcquiredDt
Sold2013-12-06SoldDt
Gross Sales Price$39,979GrossSalesPriceAmt
Cost Or Other Basis$34,467CostOrOtherBasisAmt
Gain Or Loss$5,512GainOrLossAmt
Gains Minus Excess Or Losses$5,512GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,512CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$96,105NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021851DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$95,186NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037821DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,315AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$87,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.014963DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$71,435NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.020998DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,630AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$76,302NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034468DistributionYr5Rt
Total Distribution0.130101TotalDistributionRt
Average Distribution0.026020AverageDistributionRt
Net Vl Noncharitable Assets$105,444NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,744AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$100NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,844AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$100InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$100SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$100TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone5206241903PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16760 S LISA FRANK AVENUEAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85706ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 SOUTH LISA FRANK AVEAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85706ZIPCode
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
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$106,840AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$210AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$107,050TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$107,050AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$105,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,272MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,272MinimumInvestmentReturnAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Total Tax$100TotalTaxAmt
Distributable Before Adj$5,172DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,172DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,172DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$100PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,172DistributableAsAdjustedAmt
Undistributed Income PY$4,746UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Total For Prior Years$30TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,800QualifyingDistributionsAmt
Applied To Year1$4,746AppliedToYear1Amt
Applied To Prior Years$30AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,148UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVETUCSONAZ85719EXEMPT ACTIVITIES$2,500
ST MICHAELS SCHOOL
602 N WILMOT RDTUCSONAZ85711EXEMPT ACTIVITIES$2,000
TU NIDITO
3922 N MOUNTAIN AVETUCSONAZ85719EXEMPT ACTIVITIES$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,508ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,512ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,020ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,020TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2011 AND IN THE FOLLOWING AMOUNTS: TAX YEAR AMOUNT 2011 $30ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS FINANCIAL SERVICESStockNm
EOY Book Value$110,939EOYBookValueAmt
EOYFMV$110,939EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUBS FEESDesc
Revenue And Expenses Per Books$1,043RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED LOSSESDescription
Amount$4,446Amount

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