LISA FRANK FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201233209349100813
Schema version
2011v1.2
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)
Timestamp2012-11-15T08:45:33-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN205936744EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13320 N CAMPBELL AVE SUITE 200AddressLine1
CityTUCSONCity
StateAZState
ZIP Code85719ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205795280EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LISA FRANK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLISANameControl
Phone5206241903Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameLISA FRANKName
TitleOFFICERTitle
Phone5206241903Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLARYSA GAMBLEName
PTINP01313991PTIN
Phone5203260496Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY90694FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss2731DividendsRevAndExpnss
Dividends Net Invst Incm2731DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss29NetGainSaleAssetsRevAndExpnss
Gross Sales Price1000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm29CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses2760TotalRevenueAndExpenses
Total Net Investment Income2760TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss791OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss791TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss3600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps3600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss4391TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps3600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1631ExcessOfRevenueOverExpenses
Net Investment Income2760NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4013CashBOY
Cash EOY621CashEOY
Cash EOYFMV621CashEOYFMV
Investments Corp Stock BOY92659InvestmentsCorpStockBOY
Investments Corp Stock EOY90073InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV90073InvestmentsCorpStockEOYFMV
Total Assets BOY96672TotalAssetsBOY
Total Assets EOY90694TotalAssetsEOY
Total Assets EOYFMV90694TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Permanently Restricted BOY96672PermanentlyRestrictedBOY
Permanently Restricted EOY90694PermanentlyRestrictedEOY
Total Net Assets BOY96672TotalNetAssetsBOY
Total Net Assets EOY90694TotalNetAssetsEOY
Total Liabilities Net Assets BOY96672TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY90694TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY96672TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1631ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal95041Subtotal
Other Decreases4347OtherDecreases
Total Net Assets Fund Balances EOY90694TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetUSB INVESTMENT ACTIVITIESDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2008-01-24DateAcquired
Date Sold2011-10-14DateSold
Gross Sales Price1000GrossSalesPrice
Cost Or Other Basis971CostOrOtherBasis
Gain Or Loss29GainOrLoss
Gains Minus Excess Or Losses29GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income29CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11315QualifyingDistributionsYear1
Noncharitable Assets Year187885NoncharitableAssetsYear1
Distribution Ratio Year10.014963DistributionRatioYear1
Qualifying Distributions Year21500QualifyingDistributionsYear2
Noncharitable Assets Year271435NoncharitableAssetsYear2
Distribution Ratio Year20.020998DistributionRatioYear2
Qualifying Distributions Year32630QualifyingDistributionsYear3
Noncharitable Assets Year376302NoncharitableAssetsYear3
Distribution Ratio Year30.034468DistributionRatioYear3
Qualifying Distributions Year48100QualifyingDistributionsYear4
Noncharitable Assets Year496151NoncharitableAssetsYear4
Distribution Ratio Year40.084242DistributionRatioYear4
Total Distribution Ratio0.154671TotalDistributionRatio
Average Distribution Ratio0.038668AverageDistributionRatio
Net Noncharitable Assets95186NetNoncharitableAssets
Adjusted Noncharitable Assets3681AdjustedNoncharitableAssets
One Percent Net Investment Income28OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3709AdjNonchrtblAssetsAndOnePct
Qualifying Distributions3600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax55InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal55Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income55TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due55TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithAZStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5206241903BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line16760 S LISA FRANK AVENUEAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85706ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameLISA FRANKPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line16760 SOUTH LISA FRANK AVEAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85706ZIPCode
FieldValueIRS element (for citing)
TitleMANAGERTitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities94043AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2593AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets96636TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets96636AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1450CashDeemedCharitable
Net Noncharitable Assets95186NetNoncharitableAssets
Minimum Investment Return4759MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4759MinimumInvestmentReturn
Tax Based On Investment Income55TaxBasedOnInvestmentIncome
Total Tax55TotalTax
Distributable Amount Before Adj4704DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded4704DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted4704DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3600ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions3600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions3600AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4704DistributableAmountAsAdjusted
Undistributed Income Prior Year1026UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions3600QualifyingDistributions
Applied To Year11026AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year2574AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY2130UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SONORAN GLASS ART ACADEMY
633 W 18TH STREETTUCSONAZ85701EXEMPT ACTIVITIES$2,500
ST MICHAELS SCHOOL
602 N WILMONT ROADTUCSONAZ85711EXEMPT ACTIVITIES$500
JUVENILLE DIABETES RESEARCH FOUNDATION
26 BROADWAYNEW YORKNY10004EXEMPT ACTIVITIES$50
UNIVERSITY OF WISCONSIN CLUB BASEBALL TEAM
1440 MONROE STREETMADISONWI53711EXEMPT ACTIVITIES$50
NOGALES ROADRUNNER CLUB BASEBALL
PO BOX 13274TUCSONAZ85732EXEMPT ACTIVITIES$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year3600TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,731ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$29ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$2,760ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2760TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockUBS FINANCIAL SERVICESNameOfStock
EOY Book Value90073EOYBookValue
EOYFMV90073EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED LOSSESDescription
Amount$4,347Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUBS FEESDescription
Revenue And Expenses Per Books791RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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