LSF FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LSF FOUNDATION (EIN 76-0506645)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-04-12
IRS object ID
201321029349100402
Schema version
2011v1.5
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)
Timestamp2013-04-12T07:53:57-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Cantrell & Cowan PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13700 Buffalo Speedway Ste 520AddressLine1
CityHoustonCity
StateTXState
ZIP Code770983709ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN760506645EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LSF FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLSFFNameControl
Phone7134646441Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line111303 Williamsburg DrAddressLine1
CityHoustonCity
StateTXState
ZIP Code77024ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLisa M FrantzName
TitlePresidentTitle
Date Signed2013-04-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCarol A Cantrell CPA JDName
Phone7133330555Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2046733FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss69201DividendsRevAndExpnss
Dividends Net Invst Incm69201DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss5437NetGainSaleAssetsRevAndExpnss
Gross Sales Price1098170GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5437CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses74638TotalRevenueAndExpenses
Total Net Investment Income74638TotalNetInvestmentIncome
Accounting Fees Rev And Expnss6216AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3108AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps3108AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss1562OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm1562OtherProfFeesNetInvstIncm
Taxes Rev And Expnss1751TaxesRevAndExpnss
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm50OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss9579TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4720TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps3108TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss150000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps150000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss159579TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4720TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps153108TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-84941ExcessOfRevenueOverExpenses
Net Investment Income69918NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2032CashBOY
Cash EOY120139CashEOY
Cash EOYFMV120139CashEOYFMV
Savings And Temp Cash Invst BOY85987SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY36614SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV36614SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1380785InvestmentsCorpStockBOY
Investments Corp Stock EOY1189279InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1220629InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY623661InvestmentsCorpBondsBOY
Investments Corp Bonds EOY665697InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV669351InvestmentsCorpBondsEOYFMV
Other Assets BOY4205OtherAssetsBOY
Total Assets BOY2096670TotalAssetsBOY
Total Assets EOY2011729TotalAssetsEOY
Total Assets EOYFMV2046733TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY2096670CapitalStockBOY
Capital Stock EOY2011729CapitalStockEOY
Total Net Assets BOY2096670TotalNetAssetsBOY
Total Net Assets EOY2011729TotalNetAssetsEOY
Total Liabilities Net Assets BOY2096670TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2011729TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2096670TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-84941ExcessOfRevenueOverExpenses
Subtotal2011729Subtotal
Total Net Assets Fund Balances EOY2011729TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
Bank of TexasP2011-01-012012-06-301098170109008580858085
Fidelity InvestmentsP2012-01-012012-06-302648-2648-2648
FieldValueIRS element (for citing)
Capital Gain Net Income5437CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year173725QualifyingDistributionsYear1
Noncharitable Assets Year12052498NoncharitableAssetsYear1
Distribution Ratio Year10.03592DistributionRatioYear1
Qualifying Distributions Year294934QualifyingDistributionsYear2
Noncharitable Assets Year21883792NoncharitableAssetsYear2
Distribution Ratio Year20.05040DistributionRatioYear2
Qualifying Distributions Year3140079QualifyingDistributionsYear3
Noncharitable Assets Year31851153NoncharitableAssetsYear3
Distribution Ratio Year30.07567DistributionRatioYear3
Qualifying Distributions Year4106456QualifyingDistributionsYear4
Noncharitable Assets Year42251159NoncharitableAssetsYear4
Distribution Ratio Year40.04729DistributionRatioYear4
Qualifying Distributions Year595751QualifyingDistributionsYear5
Noncharitable Assets Year52152946NoncharitableAssetsYear5
Distribution Ratio Year50.04447DistributionRatioYear5
Total Distribution Ratio0.25375TotalDistributionRatio
Average Distribution Ratio0.05075AverageDistributionRatio
Net Noncharitable Assets2052616NetNoncharitableAssets
Adjusted Noncharitable Assets104170AdjustedNoncharitableAssets
One Percent Net Investment Income699OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One104869AdjNonchrtblAssetsAndOnePct
Qualifying Distributions153108QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax699InvestmentIncomeExciseTax
Subtotal699Subtotal
Tax Based On Investment Income699TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1751EstTaxPaymentsAndOverpayment
Total Credits And Payments1751TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment1052Overpayment
Amount To Be Refunded1052AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jonda WatsonBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8302651283BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1131 W Bluebriar DrAddressLine1
CityGranite ShoalsCity
StateTXState
ZIP Code78654ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Jennifer Albitz
11303 Williamsburg DrHoustonTX77024Director1.000
Carol A Cantrell
3700 Buffalo Speedway 520HoustonTX77098Treasurer1.000
Jonda Watson
131 W Bluebriar DrGranite ShoalsTX78654Secretary2.000
Lisa M Frantz
11303 Williamsburg DrHoustonTX77024President2.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1961488AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances122386AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2083874TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets2083874AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable31258CashDeemedCharitable
Net Noncharitable Assets2052616NetNoncharitableAssets
Minimum Investment Return102631MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return102631MinimumInvestmentReturn
Tax Based On Investment Income699TaxBasedOnInvestmentIncome
Income Tax For This Year3499IncomeTaxForThisYear
Total Tax4198TotalTax
Distributable Amount Before Adj98433DistributableAmountBeforeAdj
Distributable Amount Before Ded98433DistributableAmountBeforeDed
Distributable Amount As Adjusted98433DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions153108ExpensesAndContributions
Qualifying Distributions153108QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm699OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions152409AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted98433DistributableAmountAsAdjusted
Undistributed Income Prior Year76415UndistributedIncomePriorYear
Qualifying Distributions153108QualifyingDistributions
Applied To Year176415AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year76693AppliedToCurrentYear
Undistributed Income CY21740UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLisa M FrantzContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Hospice Brazos Valley
502 W 26th StBryanTX77803noneNoMedical$24,000
NW Assist Ministries - Meals on Whe
15555 Kuykendahl RdHoustonTX77090noneNoElder care$7,000
Ft Bend Seniors - Meals on Wheels
1330 Band RoadRosenbergTX77471noneNoElder Care$7,000
Interfaith Ministries - Meals on Wh
3217 Montrose BlvdHoustonTX77006noneNoelder care$7,000
Episcopal High School
4650 BissonnettBellaireTX77401noneNoeducation$25,000
Childbuilders
380 Buffalo SpeedwayHoustonTX77098noneNochildren$5,000
Wellsprings
PO Box 311017HoustonTX77231noneNochildren$10,000
BEAR
6300 Chimney RockHoustonTX77027noneNochildren$15,000
Sheltering Arms
3838 Aberdeen WayHoustonTX77025noneNoelder care$15,000
The Amazing Place
3735 DrexelHoustonTX77027noneNoelder care$15,000
SEARCH
2505 FanninHoustonTX77002noneNohomeless$20,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year150000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$69,201ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$5,437ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$74,638ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA74638TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccounting and Tax Prep FeesCategory
Amount$6,216Amount
Net Investment Income3108NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps3108DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
Descriptionbank ChargesDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks
Net Investment Income50NetInvestmentIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryInvestment Advisory feesCategory
Amount$1,562Amount
Net Investment Income1562NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise TaxesCategory
Amount$1,751Amount

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