BETA

LSF FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LSF FOUNDATION (EIN 76-0506645)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-07-19
IRS object ID
201932039349100253
Schema version
2018v3.1
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)
Return2019-07-19T07:35:19-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2019-07-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarol Cantrell CPA JDPreparerPersonNm
PTINP00047256PTIN
Phone7133330555PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,932,510FMVAssetsEOYAmt
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$15,768InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,768InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,225DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,225DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,237NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$62,237CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$112,230TotalRevAndExpnssAmt
Total Net Invst Incm$112,230TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,230AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,230AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,332OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,332OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$557TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,119TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,562TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,119TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,562TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,111ExcessRevenueOverExpensesAmt
Net Investment Income$101,668NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,337SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,678SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,678SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$823,493CorporateStockBOYAmt
Corporate Stock EOY$1,119,296CorporateStockEOYAmt
Corporate Stock EOYFMV$1,363,817CorporateStockEOYFMVAmt
Corporate Bonds BOY$707,966CorporateBondsBOYAmt
Corporate Bonds EOY$459,665CorporateBondsEOYAmt
Corporate Bonds EOYFMV$480,015CorporateBondsEOYFMVAmt
Total Assets BOY$1,570,796TotalAssetsBOYAmt
Total Assets EOY$1,667,639TotalAssetsEOYAmt
Total Assets EOYFMV$1,932,510TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,570,796CapitalStockBOYAmt
Capital Stock EOY$1,667,639CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,570,796TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,667,639TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,570,796TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,667,639TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,570,796TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,111ExcessRevenueOverExpensesAmt
Subtotal$1,671,907SubtotalAmt
Other Decreases$4,268OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,667,639TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$62,237CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$201,276AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,826,420NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11020DistributionYr1Rt
Adjusted Qlfy Distri Yr2$186,344AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,818,835NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.10245DistributionYr2Rt
Adjusted Qlfy Distri Yr3$263,707AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,981,320NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.13310DistributionYr3Rt
Adjusted Qlfy Distri Yr4$175,279AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,178,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08045DistributionYr4Rt
Adjusted Qlfy Distri Yr5$249,583AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,260,093NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.11043DistributionYr5Rt
Total Distribution0.536635TotalDistributionRt
Average Distribution0.107327AverageDistributionRt
Net Vl Noncharitable Assets$1,824,711NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$195,841AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,017NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$196,858AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,033InvestmentIncomeExciseTaxAmt
Subtotal$2,033SubtotalAmt
Tax Based On Investment Income$2,033TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Tax Due$1,273TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$1,780,860AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$71,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,852,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,852,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,787CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,824,711NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,033TaxBasedOnInvestmentIncomeAmt
Total Tax$2,033TotalTaxAmt
Distributable Before Adj$89,203DistributableBeforeAdjAmt
Distributable Before Ded$89,203DistributableBeforeDedAmt
Distributable As Adjusted$89,203DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,203DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$139,912ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,289ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$165,493ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$97,250ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$111,469ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$583,413TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$89,203ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$89,203ExcessDistributionCyovAppCYAmt
Total Corpus$494,210TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$50,709ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$443,501ExcessDistriCyovToNextYrAmt
Excess From Year4$69,289ExcessFromYear4Amt
Excess From Year3$165,493ExcessFromYear3Amt
Excess From Year2$97,250ExcessFromYear2Amt
Excess From Year1$111,469ExcessFromYear1Amt

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$15,768ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,225ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,237ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$112,230ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$112,230TotalIncomeProducingActyAmt

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$4,230Amt
Net Investment Income$4,230NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBook/Tax DifferenceDesc
Amt$4,268Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,332Amt
Net Investment Income$6,332NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxesCategoryTxt
Amt$557Amt

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