BETA

LSF FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LSF FOUNDATION (EIN 76-0506645)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-08-10
IRS object ID
201522229349100707
Schema version
2014v5.0
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)
Return2015-08-10T14:23:54-07:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 520AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770983709ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-08-10SignatureDt
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)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,182,144FMVAssetsEOYAmt
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$36,654InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36,654InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,356DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,356DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,928NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$84,928CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$154,938TotalRevAndExpnssAmt
Total Net Invst Incm$154,938TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,354OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,354OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,854TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,854TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,854TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,854TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$176,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,916ExcessRevenueOverExpensesAmt
Net Investment Income$147,084NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,848CashBOYAmt
Sav And Temp Cash Invst BOY$24,391SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$93,878SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$93,878SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$840,624CorporateStockBOYAmt
Corporate Stock EOY$1,220,659CorporateStockEOYAmt
Corporate Stock EOYFMV$1,433,836CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,065,333CorporateBondsBOYAmt
Corporate Bonds EOY$639,891CorporateBondsEOYAmt
Corporate Bonds EOYFMV$654,430CorporateBondsEOYFMVAmt
Total Assets BOY$1,962,196TotalAssetsBOYAmt
Total Assets EOY$1,954,428TotalAssetsEOYAmt
Total Assets EOYFMV$2,182,144TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,962,196CapitalStockBOYAmt
Capital Stock EOY$1,954,428CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,962,196TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,954,428TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,962,196TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,954,428TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,962,196TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,916ExcessRevenueOverExpensesAmt
Other Increases$20,148OtherIncreasesAmt
Subtotal$1,954,428SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,954,428TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$84,928CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$249,583AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,260,093NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11043DistributionYr1Rt
Adjusted Qlfy Distri Yr2$151,491AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,084,229NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07268DistributionYr2Rt
Adjusted Qlfy Distri Yr3$152,409AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,052,616NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07425DistributionYr3Rt
Adjusted Qlfy Distri Yr4$73,725AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,052,498NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03592DistributionYr4Rt
Adjusted Qlfy Distri Yr5$94,934AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,883,792NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05040DistributionYr5Rt
Total Distribution0.34368TotalDistributionRt
Average Distribution0.06874AverageDistributionRt
Net Vl Noncharitable Assets$2,178,630NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$149,750AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,471NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$151,221AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$176,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,471InvestmentIncomeExciseTaxAmt
Subtotal$1,471SubtotalAmt
Tax Based On Investment Income$1,471TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,680TotalPaymentsAndCreditsAmt
Overpayment$209OverpaymentAmt
Applied To ES Tax$209AppliedToESTaxAmt

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 Line1Jennifer AlbitzBusinessNameLine1Txt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Lisa M Frantz
11303 Williamsburg DrHoustonTX77024President2.00$0
Jonda Watson
3217 Seafoam DrCorpus ChristiTX78418Director2.00$0
Carol A Cantrell
3700 Buffalo Speedway 520HoustonTX77098Treasurer1.00$0
Jennifer Albitz
11303 Williamsburg DrHoustonTX77024Secretary1.00$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$2,150,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,211,807TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,211,807AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,177CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,178,630NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,932MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,932MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,471TaxBasedOnInvestmentIncomeAmt
Total Tax$1,471TotalTaxAmt
Distributable Before Adj$107,461DistributableBeforeAdjAmt
Distributable Before Ded$107,461DistributableBeforeDedAmt
Distributable As Adjusted$107,461DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$176,750ExpensesAndContributionsAmt
Qualifying Distributions$176,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,471PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$175,279AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,461DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$26,797ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$139,912ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$166,709TotalExcessDistributionCyovAmt
Qualifying Distributions$176,750QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$107,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$69,289RemainingDistriFromCorpusAmt
Total Corpus$235,998TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$235,998ExcessDistriCyovToNextYrAmt
Excess From Year2$26,797ExcessFromYear2Amt
Excess From Year1$139,912ExcessFromYear1Amt
Excess From Current Year$69,289ExcessFromCurrentYearAmt

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 Status501(c)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeEducationGrantOrContributionPurposeTxt
Amt$175,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,654ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,356ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$84,928ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$154,938ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$154,938TotalIncomeProducingActyAmt

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$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPrior Period AdjustmentDesc
Amt$20,148Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$4,354Amt
Net Investment Income$4,354NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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