2025-11-04T12:44:09-05:00 2024-12-31 Cox CPA Services Inc 974 Cambell Rd Ste 106 Houston TX 77023 990 2024-01-01 237291903 Lakewood Forest Fund Inc % Philip Swift LAKE 2813708943 12415 Louetta Road Cypress TX 77429 PHILIP SWIFT Treasurer 7136470007 2025-11-03 false true TERESA COX CPA P00041674 7136470007 2025-11-04 X 2024 2025-03-06 01:10:19Z 1889457 false X X 1972 TX The Organization collects annual maintenance charges and interest from residential property owners in order to provide and fund operations; management, and maintenance of facilities and services; and enforce coventants, restrictions, and liens. 7 7 0 7 0 0 0 1799930 1805730 19848 0 108115 83727 1927893 1889457 0 0 0 0 0 1905216 1606207 1905216 1606207 22677 283250 1524338 1966722 139532 298666 1384806 1668056 The Organization collects annual maintenance charges and interest from residential property owners in order to provide and fund operations; management, and maintenance of facilities and services; and enforce coventants, restrictions, and liens. false false 1515601 The Association maintains all common areas, including but not limited to: parks, entrances, and esplanades. It supplies street lights, lake and irrigation water, insurance, and sanitation services to provide for the safety and welfare of the residents, visitors, and entire community. 1515601 false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false X 7 7 false true false false true true false true false false false true true true true false true false false false X Graham Management 7133348000 2825 Wilcrest Dr Suite 600 Houston TX 77042 X John Harden Secretary 2.00 0.00 X X 0 0 0 Heidi Flores Director 2.00 0.00 X 0 0 0 Jodi A Cole President 2.00 0.00 X X 0 0 0 Benny Anderson Vice President 2.00 0.00 X X 0 0 0 Philip Swift Treasurer 2.00 0.00 X X 0 0 0 Craig Estepp Director 2.00 0.00 X 0 0 0 Mary Davis Director 2.00 0.00 X 0 0 0 0 0 0 0 false false false Assessments 531390 1805730 1805730 1805730 Late fees other income 531390 83727 83727 83727 1889457 1889457 0 0 X 70376 70376 45074 42265 2809 11620 11620 3737 3737 4412 2348 2064 480 480 19689 19689 Common area maintenance 27864 27864 Security 452579 452579 Landscaping 139056 139056 Trash service 763139 763139 68181 68181 1606207 1515601 90606 0 247107 1213080 987819 188549 667835 58821 44245 179338 137776 42042 41562 1524338 1966722 81949 65358 57583 233308 139532 298666 X 987819 396987 1668056 1384806 1668056 1524338 1966722 283250 0 X false false false 37722 37722 141616 137776 3840 41562 Management duties delegation Part VI line 3 Association contracts a management company to provide daily oversight for all activities at the direction of the Board. Members or stockholder classes and rights Part VI line 6 Lakewood Forest Fund, Inc. is a Homeowners Association consisting of the approximately 2,600 property owners of Lakewood Forest. Member election for additional members Part VI line 7a Per the by-laws, each property owner within Lakewood Forest is automatically a member of the Lakewood Forest Fund, Inc. Each owner is entitled to one vote per lot. If a lot is owned by more than one person, the owners must decide amongst themselves how the one vote for that lot should be cast. Members of the governing body are elected by the members at the annual meeting. Committee meeting documentation Part VI line 8b Bylaw revisions must be approved by membership. Form 990 governing body review Part VI line 11 Board officers review the return preparation before signature and filing. Conflict of interest policy compliance Part VI line 12c Annually, all directors and key employees are required to execute a trustee resolution and confidentiality policy statement. This statement includes the agreement to disclose any conflict or potential conflict to the Board of Trustees, who will then address a course of action. Governing documents etc available to public Part VI line 19 Legal documents,governing policies and financials are provided to each owner at the purchase of a lot and upon request of the managing agent. List of other expenses Part IX line 24e Program Community events $ 2813 Pest control 15901 Property taxes 8521 Utilities 29051 Credit loss 11895 --------------------------------- total $68181