Nonprofit · EIN 36-3994549
THE RHODA AND HENRY FRANK FAMILY FOUNDATION
Tax-exempt · RALEIGH, NC 27606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $54,955 | $113,401 | -$58,446 | $979,096 | $0 | $979,096 |
| December 31, 2024 | 990-PF | $104,894 | $107,022 | -$2,128 | $1,038,468 | $0 | $1,038,468 |
| December 31, 2023 | 990-PF | $28,034 | $83,606 | -$55,572 | $1,040,742 | $0 | $1,040,742 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,378
- Interest
- $14,835
- Net gain from sales of assets
- $19,430
- Other income
- $312
Expenses
- Grants and similar amounts paid
- $96,387
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $100,262
- Excise tax on investment income
- $588
Balance sheet and other
- Total assets, start of year
- $1,038,468
- Total assets, end of year
- $979,096
- Total liabilities, end of year
- $0
- Net assets, end of year
- $979,096
- Fair market value of assets
- $1,018,447
- Qualifying distributions
- $100,262
- Net investment income
- $54,955
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODY L FRANK 3720 SPARROW POND LANE, RALEIGH, NC 27606 | PRESIDENT/TREASURER | 1 | $0 |
| BETH ANN WAITE N27W30113 MAPLE AVENUE, PEWAUKEE, WI 53072 | VICE-PRESIDENT | 1 | $0 |
| JOEL A STEIN 300 S WACKER DRIVE SUITE 1500, CHICAGO, IL 60606 | SECRETARY | 0.5 | $0 |
| KAREN A O'HEATH 4908 N HAMILTON AVENUE, CHICAGO, IL 60625 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODY L FRANK 3720 SPARROW POND LANE, RALEIGH, NC 27606 | PRESIDENT/TREASURER | 1 | $0 |
| BETH ANN WAITE N27W30113 MAPLE AVENUE, PEWAUKEE, WI 53072 | VICE-PRESIDENT | 1 | $0 |
| JOEL A STEIN 300 S WACKER DRIVE SUITE 1500, CHICAGO, IL 60606 | SECRETARY | 0.5 | $0 |
| KAREN A O'HEATH 4908 N HAMILTON AVENUE, CHICAGO, IL 60625 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODY L FRANK 3720 SPARROW POND LANE, RALEIGH, NC 27606 | PRESIDENT/TREASURER | 1 | $0 |
| BETH ANN WAITE N27W30113 MAPLE AVENUE, PEWAUKEE, WI 53072 | VICE-PRESIDENT | 1 | $0 |
| JOEL A STEIN 300 S WACKER DRIVE SUITE 1500, CHICAGO, IL 60606 | SECRETARY | 0.5 | $0 |
| KAREN A O'HEATH 4908 N HAMILTON AVENUE, CHICAGO, IL 60625 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO J FRANK 3720 SPARROW POND LAN, RALEIGH, NC 27606-0000
- In care of
- % HENRY FRANK
- Signed the 990-PF
- JODY FRANK, OFFICER
- Phone
- (919) 520-4567
- Return prepared by
- FGMK LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3994549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $979,096
- Income (IRS master file)
- $305,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $54,955 | $113,401 | $979,096 | IRS |
| 990-PF | December 2024 | $104,894 | $107,022 | $1,038,468 | XML |
| 990-PF | December 2023 | $28,034 | $83,606 | $1,040,742 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3994549).
Questions about THE RHODA AND HENRY FRANK FAMILY FOUNDATION
- What is the EIN of THE RHODA AND HENRY FRANK FAMILY FOUNDATION?
- The employer identification number (EIN) of THE RHODA AND HENRY FRANK FAMILY FOUNDATION is 36-3994549.
- Is THE RHODA AND HENRY FRANK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE RHODA AND HENRY FRANK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE RHODA AND HENRY FRANK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE RHODA AND HENRY FRANK FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE RHODA AND HENRY FRANK FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE RHODA AND HENRY FRANK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE RHODA AND HENRY FRANK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,955, expenses of $113,401 and total assets of $979,096 at year end.
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