BETA

LSF FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LSF FOUNDATION (EIN 76-0506645)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-07-31
IRS object ID
201732129349100353
Schema version
2016v3.0
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)
Return2017-07-31T07:30:13-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Ste 1000AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770983709ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-07-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarol A Cantrell CPA JDPreparerPersonNm
PTINP00047256PTIN
Phone7133330555PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,898,576FMVAssetsEOYAmt
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$11,857InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,857InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,580DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,580DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,776NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$60,776CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$103,213TotalRevAndExpnssAmt
Total Net Invst Incm$103,213TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,536AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,536AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,268AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,277OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,277OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,813TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,813TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,268TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,813TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,813TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,268TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$92,600ExcessRevenueOverExpensesAmt
Net Investment Income$92,400NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$81,859SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,176SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,176SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$799,983CorporateStockBOYAmt
Corporate Stock EOY$838,372CorporateStockEOYAmt
Corporate Stock EOYFMV$1,025,874CorporateStockEOYFMVAmt
Corporate Bonds BOY$874,209CorporateBondsBOYAmt
Corporate Bonds EOY$745,657CorporateBondsEOYAmt
Corporate Bonds EOYFMV$759,526CorporateBondsEOYFMVAmt
Total Assets BOY$1,756,051TotalAssetsBOYAmt
Total Assets EOY$1,697,205TotalAssetsEOYAmt
Total Assets EOYFMV$1,898,576TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,756,051CapitalStockBOYAmt
Capital Stock EOY$1,697,205CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,756,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,697,205TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,756,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,697,205TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,756,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$92,600ExcessRevenueOverExpensesAmt
Other Increases$33,754OtherIncreasesAmt
Subtotal$1,697,205SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,697,205TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$60,776CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$263,707AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,981,320NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.13310DistributionYr1Rt
Adjusted Qlfy Distri Yr2$175,279AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,178,630NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08045DistributionYr2Rt
Adjusted Qlfy Distri Yr3$249,583AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,260,093NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11043DistributionYr3Rt
Adjusted Qlfy Distri Yr4$151,491AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,084,229NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07268DistributionYr4Rt
Adjusted Qlfy Distri Yr5$152,409AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,052,616NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07425DistributionYr5Rt
Total Distribution0.470916TotalDistributionRt
Average Distribution0.094183AverageDistributionRt
Net Vl Noncharitable Assets$1,818,835NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$171,303AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$924NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$172,227AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$187,268QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$924InvestmentIncomeExciseTaxAmt
Subtotal$924SubtotalAmt
Tax Based On Investment Income$924TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,054EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,054TotalPaymentsAndCreditsAmt
Overpayment$130OverpaymentAmt
Applied To ES Tax$130AppliedToESTaxAmt

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$1,798,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,392AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,846,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,846,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,698CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,818,835NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,942MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,942MinimumInvestmentReturnAmt
Tax Based On Investment Income$924TaxBasedOnInvestmentIncomeAmt
Total Tax$924TotalTaxAmt
Distributable Before Adj$90,018DistributableBeforeAdjAmt
Distributable Before Ded$90,018DistributableBeforeDedAmt
Distributable As Adjusted$90,018DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,268ExpensesAndContributionsAmt
Qualifying Distributions$187,268QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$924PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$186,344AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,018DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$26,797ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$139,912ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,289ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$165,493ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$401,491TotalExcessDistributionCyovAmt
Qualifying Distributions$187,268QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,018AppliedToCurrentYearAmt
Remaining Distri From Corpus$97,250RemainingDistriFromCorpusAmt
Total Corpus$498,741TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$498,741ExcessDistriCyovToNextYrAmt
Excess From Year4$26,797ExcessFromYear4Amt
Excess From Year3$139,912ExcessFromYear3Amt
Excess From Year2$69,289ExcessFromYear2Amt
Excess From Year1$165,493ExcessFromYear1Amt
Excess From Current Year$97,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of Denver
2199 S University BlvdDenverCO80208None501(c)(3)Education$20,000
Landmark School
429 Hale StBeverlyMA01915None501(c)(3)Education$125,000
Child Advocates
3701 Kirby Drive Suite 400HoustonTX77098None501(c)(3)children$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,857ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,580ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,776ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$103,213ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,213TotalIncomeProducingActyAmt

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$4,536Amt
Net Investment Income$4,536NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,268DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,277Amt
Net Investment Income$6,277NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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