LISA FRANK FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: LISA FRANK FOUNDATION (EIN 20-5795280)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-04-07
IRS object ID: 202620979349101122
Schema version: 2025v4.0
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
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-07T19:55:34-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	860639718	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SHAFFER & DANKER CPA'S PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3130 N DODGE BLVD	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	857161726	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205795280	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LISA FRANK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LISA	BusinessNameControlTxt
Phone	5205471535	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6759 E CAMINO PRINCIPAL	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	857153905	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LISA FRANK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5205471535	PhoneNum
Signature	2026-04-01	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA M DANKER	PreparerPersonNm
PTIN	P01252112	PTIN
Phone	5202968100	PhoneNum
Preparation	2026-04-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,172,421	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$758	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$758	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$758	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$12,556	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$12,556	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$12,556	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$25,051	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$30,956	GrossSalesPriceAmt
Total Rev And Expnss	$38,365	TotalRevAndExpnssAmt
Total Net Invst Incm	$13,314	TotalNetInvstIncmAmt
Total Adj Net Incm	$13,314	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$825	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$7,653	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$7,653	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$8,478	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,653	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$51,990	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$51,990	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$60,468	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,653	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$51,990	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$22,103	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,661	NetInvestmentIncomeAmt
Adjusted Net Income	$13,314	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$41,940	CashBOYAmt
Cash EOY	$4,709	CashEOYAmt
Cash EOYFMV	$4,790	CashEOYFMVAmt
Corporate Stock BOY	$957,850	CorporateStockBOYAmt
Corporate Stock EOY	$1,167,631	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,167,631	CorporateStockEOYFMVAmt
Total Assets BOY	$999,790	TotalAssetsBOYAmt
Total Assets EOY	$1,172,340	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,172,421	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$999,790	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,172,340	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$999,790	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,172,340	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$999,790	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,172,340	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$999,790	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$22,103	ExcessRevenueOverExpensesAmt
Other Increases	$194,653	OtherIncreasesAmt
Subtotal	$1,172,340	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,172,340	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$79	InvestmentIncomeExciseTaxAmt
Subtotal	$79	SubtotalAmt
Tax Based On Investment Income	$79	TaxBasedOnInvestmentIncomeAmt
Tax Due	$79	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	LISA FRANK	IndividualWithBooksNm
Phone	5205471535	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	65 N CAMINO ESPANOL	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85716	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	LISA FRANK	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	65 N CAMINO ESPANOL	AddressLine1Txt
City	TUCSON	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85716	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	CHARITABLE GIVING	Description1Txt
Expenses1	$51,990	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,086,115	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$24,513	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,110,628	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,110,628	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$16,659	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,093,969	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$54,698	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$54,698	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$79	TaxBasedOnInvestmentIncomeAmt
Total Tax	$79	TotalTaxAmt
Distributable Before Adj	$54,619	DistributableBeforeAdjAmt
Distributable Before Ded	$54,619	DistributableBeforeDedAmt
Distributable As Adjusted	$54,619	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$51,990	ExpensesAndContributionsAmt
Qualifying Distributions	$51,990	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$54,619	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,843	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$2,995	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$4,838	TotalExcessDistributionCyovAmt
Qualifying Distributions	$51,990	QualifyingDistributionsAmt
Applied To Current Year	$51,990	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$2,629	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$2,629	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,209	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$2,209	ExcessDistriCyovToNextYrAmt
Excess From Year3	$2,209	ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SHE READY FOUNDATION
3727 MAGNOLIA BLVD	BURBANK	CA	91505	PC	DONATION	$10,000
BOYS AND GIRLS CLUB
3155 E GRANT RD	TUCSON	AZ	85716	PC	DONATION	$27,000
BENS BELLS
40 W BROADWAY BLVD	TUCSON	AZ	85701	PC	DONATION	$1,000
CRANBROOK SCHOOLS
PO BOX 801	BLOOMFIELD HILLS	MI	48303	PC	DONATION	$5,000
HUMANE SOCIETY
635 W ROGER ROAD	TUCSON	AZ	85705	PC	DONATION	$100
GIRLS SCOUTS
4300 E BROADWAY BLVD	TUCSON	AZ	85711	PC	DONATION	$4,000
THE LOFT
3233 E SPEEDWAY BLVD	TUCSON	AZ	85716	PC	DONATION	$90
TU NIDITO
3922 N MOUNTAIN AVE	TUCSON	AZ	85719	PC	DONATION	$1,300
MUSUEM OF CONTEMPORY ART
265 S CHURCH AVE	TUCSON	AZ	85701	PC	DONATION	$3,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$51,990	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$758	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$12,556	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$25,051	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$38,365	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$38,365	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$825	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
BROADCOM	2020-05	PURCHASE	2025-07	$13,955	$1,330	$12,625
NVDA	2023-09	PURCHASE	2025-07	$17,001	$4,575	$12,426

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	RBC WEALTH MGMT	StockNm
EOY Book Value	$1,167,631	EOYBookValueAmt
EOYFMV	$1,167,631	EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$194,653	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$7,653	Amt
Net Investment Income	$7,653	NetInvestmentIncomeAmt

LISA FRANK FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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