BETA

LSF FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LSF FOUNDATION (EIN 76-0506645)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-08-07
IRS object ID
201812199349100716
Schema version
2017v2.2
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)
Return2018-08-07T10:23:30-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-08-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarol Cantrell CPA JDPreparerPersonNm
PTINP00047256PTIN
Phone7133330555PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,816,771FMVAssetsEOYAmt
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$15,062InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,062InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,630DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,630DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,528NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$39,528CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,220TotalRevAndExpnssAmt
Total Net Invst Incm$86,220TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,065AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,065AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,033AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,416OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,416OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,481TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,481TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,033TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,481TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$202,033TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$124,261ExcessRevenueOverExpensesAmt
Net Investment Income$75,739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$113,176SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,337SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,337SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$838,372CorporateStockBOYAmt
Corporate Stock EOY$823,493CorporateStockEOYAmt
Corporate Stock EOYFMV$1,069,157CorporateStockEOYFMVAmt
Corporate Bonds BOY$745,657CorporateBondsBOYAmt
Corporate Bonds EOY$707,966CorporateBondsEOYAmt
Corporate Bonds EOYFMV$708,277CorporateBondsEOYFMVAmt
Total Assets BOY$1,697,205TotalAssetsBOYAmt
Total Assets EOY$1,570,796TotalAssetsEOYAmt
Total Assets EOYFMV$1,816,771TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,697,205CapitalStockBOYAmt
Capital Stock EOY$1,570,796CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,697,205TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,570,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,697,205TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,570,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,697,205TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$124,261ExcessRevenueOverExpensesAmt
Subtotal$1,572,944SubtotalAmt
Other Decreases$2,148OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,570,796TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$39,528CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$186,344AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,818,835NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.10245DistributionYr1Rt
Adjusted Qlfy Distri Yr2$263,707AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,981,320NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.13310DistributionYr2Rt
Adjusted Qlfy Distri Yr3$175,279AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,178,630NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08045DistributionYr3Rt
Adjusted Qlfy Distri Yr4$249,583AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,260,093NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.11043DistributionYr4Rt
Adjusted Qlfy Distri Yr5$151,491AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,084,229NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07268DistributionYr5Rt
Total Distribution0.499117TotalDistributionRt
Average Distribution0.099823AverageDistributionRt
Net Vl Noncharitable Assets$1,826,420NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$182,319AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$757NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$183,076AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$202,033QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$757InvestmentIncomeExciseTaxAmt
Subtotal$757SubtotalAmt
Tax Based On Investment Income$757TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Overpayment$203OverpaymentAmt
Applied To ES Tax$203AppliedToESTaxAmt

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

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 520HoustonTX77098Treasurer1.00$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$1,822,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,603AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,854,234TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,854,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,826,420NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,321MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,321MinimumInvestmentReturnAmt
Tax Based On Investment Income$757TaxBasedOnInvestmentIncomeAmt
Total Tax$757TotalTaxAmt
Distributable Before Adj$90,564DistributableBeforeAdjAmt
Distributable Before Ded$90,564DistributableBeforeDedAmt
Distributable As Adjusted$90,564DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$202,033ExpensesAndContributionsAmt
Qualifying Distributions$202,033QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$757PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$201,276AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,564DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,797ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$139,912ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,289ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$165,493ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$97,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$498,741TotalExcessDistributionCyovAmt
Qualifying Distributions$202,033QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,469RemainingDistriFromCorpusAmt
Total Corpus$610,210TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,797ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$583,413ExcessDistriCyovToNextYrAmt
Excess From Year4$139,912ExcessFromYear4Amt
Excess From Year3$69,289ExcessFromYear3Amt
Excess From Year2$165,493ExcessFromYear2Amt
Excess From Year1$97,250ExcessFromYear1Amt
Excess From Current Year$111,469ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonLandmark SchoolRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1429 Hale StAddressLine1Txt
CityBeverlyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation Status501c3RecipientFoundationStatusTxt
Grant Or Contribution PurposeEducationGrantOrContributionPurposeTxt
Amt$200,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,062ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,630ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$86,220ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,220TotalIncomeProducingActyAmt

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$4,065Amt
Net Investment Income$4,065NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,033DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,416Amt
Net Investment Income$6,416NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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