BETA

LSF FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LSF FOUNDATION (EIN 76-0506645)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-07-24
IRS object ID
202042069349100009
Schema version
2019v5.0
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)
Return2020-07-24T13:50:21-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452406032PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Cantrell & Cantrell PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13700 Buffalo Speedway Suite 1000AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760506645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LSF FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLSFFBusinessNameControlTxt
Phone7134646441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111303 Williamsburg DrAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLisa M FrantzPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarol Cantrell CPA JDPreparerPersonNm
PTINP00047256PTIN
Phone7133330555PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,999,426FMVAssetsEOYAmt
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$16,952InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,952InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,675DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,675DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,603NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$17,603CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,230TotalRevAndExpnssAmt
Total Net Invst Incm$73,230TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,158AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,158AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,578OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,578OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,040TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,776TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,736TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,776TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,736TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$61,454ExcessRevenueOverExpensesAmt
Net Investment Income$63,494NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$88,678SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,362SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,362SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,119,296CorporateStockBOYAmt
Corporate Stock EOY$1,216,360CorporateStockEOYAmt
Corporate Stock EOYFMV$1,464,114CorporateStockEOYFMVAmt
Corporate Bonds BOY$459,665CorporateBondsBOYAmt
Corporate Bonds EOY$446,786CorporateBondsEOYAmt
Corporate Bonds EOYFMV$473,950CorporateBondsEOYFMVAmt
Total Assets BOY$1,667,639TotalAssetsBOYAmt
Total Assets EOY$1,724,508TotalAssetsEOYAmt
Total Assets EOYFMV$1,999,426TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,667,639CapitalStockBOYAmt
Capital Stock EOY$1,724,508CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,667,639TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,724,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,667,639TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,724,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,667,639TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$61,454ExcessRevenueOverExpensesAmt
Subtotal$1,729,093SubtotalAmt
Other Decreases$4,585OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,724,508TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$17,603CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$1,824,711NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$201,276AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,826,420NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.11020DistributionYr2Rt
Adjusted Qlfy Distri Yr3$186,344AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,818,835NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.10245DistributionYr3Rt
Adjusted Qlfy Distri Yr4$263,707AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,981,320NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.13310DistributionYr4Rt
Adjusted Qlfy Distri Yr5$175,279AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,178,630NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08045DistributionYr5Rt
Total Distribution0.426205TotalDistributionRt
Average Distribution0.085241AverageDistributionRt
Net Vl Noncharitable Assets$1,915,573NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$163,285AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$635NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$163,920AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,270InvestmentIncomeExciseTaxAmt
Subtotal$1,270SubtotalAmt
Tax Based On Investment Income$1,270TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,040EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,040TotalPaymentsAndCreditsAmt
Overpayment$770OverpaymentAmt
Applied To ES Tax$770AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 Line1Linda HetherwickBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7134646441PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111303 Williamsburg DrAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Lisa M Frantz
11303 Williamsburg DrHoustonTX77024President2.00$0
Carol A Cantrell
3700 Buffalo Speedway 1000HoustonTX77098Treasurer1.00$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$1,919,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,944,744TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,944,744AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,915,573NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,779MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,779MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,270TaxBasedOnInvestmentIncomeAmt
Total Tax$1,270TotalTaxAmt
Distributable Before Adj$94,509DistributableBeforeAdjAmt
Distributable Before Ded$94,509DistributableBeforeDedAmt
Distributable As Adjusted$94,509DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,509DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$69,289ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$165,493ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$97,250ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$111,469ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$443,501TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$94,509ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$94,509ExcessDistributionCyovAppCYAmt
Total Corpus$348,992TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$348,992ExcessDistriCyovToNextYrAmt
Excess From Year4$140,273ExcessFromYear4Amt
Excess From Year3$97,250ExcessFromYear3Amt
Excess From Year2$111,469ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLisa M FrantzContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,952ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,675ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,603ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$73,230ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,230TotalIncomeProducingActyAmt

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)
Categorytax preparationCategoryTxt
Amt$3,158Amt
Net Investment Income$3,158NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBook/Tax DifferenceDesc
Amt$4,585Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,578Amt
Net Investment Income$6,578NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxesCategoryTxt
Amt$2,040Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.