Lake City Bank Foundation Inc

WARSAW, IN EIN: 82-0991793

Lake City Bank Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WARSAW, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 12 grants totaling $200K. Net investment income was $167K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

-0.3% YoY

Annual Giving

$200K

+15.6% YoY

Grant Count

12

-36.8% YoY

Avg Grant Size

$17K

+83.0% YoY

Under IRS private-foundation payout rules, Lake City Bank Foundation Inc reported a distributable amount of $226K for 2024 — the minimum it must pay out in qualifying distributions.

About Lake City Bank Foundation Inc

Based on IRS filings

Lake City Bank Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WARSAW, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 12 grants totaling $200K. Net investment income was $167K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ElkhartFort WayneGoshenHuntingtonIndianapolisMishawakaNoblesvilleNorth ManchesterNorth WebsterPlymouthSouth BendSouth BethWarsawWinona Lake

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$327K$654K$981K$1M20202021202220232024
Metric202420232022
Total Assets$3,855,391$3,868,357$3,934,737
Revenue$216,974$137,662$1,189,384
Expenses$229,940$203,489$194,034
Qualifying Distributions$202,870$178,033$168,345
Net Investment Income$167,207$100,294$39,013
Distributable Amount$225,543$204,779$175,964

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K10 grants202013 grants202115 grants202219 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HUMANE FORT WAYNE INC$50KHABITAT FOR HUMANITY KOS…$25KARTS UNITED OF GREATER F…$25KFLANNER HOUSE OF INDIANA…$25KGOSHEN COLLEGE$25KQUESTA EDUCATION FOUNDAT…$20KALIVE COMMUNITY OUTREACH$10KLACASA OF GOSHEN INC$5KJUNIOR ACHIEVEMENT OF NO…$5KMICHIANA PUBLIC BROADCAS…$5K

Grant Size Distribution

69 grants across all recorded years

67<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Humane Fort Wayne Inc ($50,000), Habitat for Humanity Kosciusko County ($25,000), Arts United of Greater Fort Wayne ($25,000).

RecipientPurposeAmount
CASA OF KOSCIUSKO COUNTY INC WARSAW, INGENERAL OPERATING SUPPORT$3,000
HABITAT FOR HUMANITY KOSCIUSKO COUNTY WARSAW, INGENERAL OPERATING SUPPORT$25,000
LACASA OF GOSHEN INC GOSHEN, INGENERAL OPERATING SUPPORT$5,000
QUESTA EDUCATION FOUNDATION INC FORT WAYNE, INGENERAL OPERATING SUPPORT$20,000
ALIVE COMMUNITY OUTREACH FORT WAYNE, INGENERAL OPERATING SUPPORT$10,000
ARTS UNITED OF GREATER FORT WAYNE FORT WAYNE, INGENERAL OPERATING SUPPORT$25,000
FLANNER HOUSE OF INDIANAPOLIS INDIANAPOLIS, INGENERAL OPERATING SUPPORT$25,000
GOSHEN COLLEGE GOSHEN, INGENERAL OPERATING SUPPORT$25,000
HUMANE FORT WAYNE INC FORT WAYNE, INGENERAL OPERATING SUPPORT$50,000
JUNIOR ACHIEVEMENT OF NORTHERN IN INC FORT WAYNE, INGENERAL OPERATING SUPPORT$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JONATHAN P STEINERVICE PRESIDENT0.2
KRISTIN L PRUITTPRESIDENT0.2
LISA M O'NEILLSECRETARY/TREASURER0.2
SAMANTHA DUCEYASSISTANT SECRETARY0.3

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lake City Bank Foundation Inc?

Lake City Bank Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WARSAW, IN. It holds $3.9M in total assets as of 2024.

How large is Lake City Bank Foundation Inc?

As of 2024, Lake City Bank Foundation Inc holds $3.9M in total assets with $217K in annual revenue. It awarded 12 grants totaling $200K in 2024.

Where does Lake City Bank Foundation Inc operate?

Lake City Bank Foundation Inc has awarded grants in Indiana.

What size grants does Lake City Bank Foundation Inc award?

In 2024, Lake City Bank Foundation Inc awarded 12 grants totaling $200K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Lake City Bank Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lake City Bank Foundation Inc reported a distributable amount of $226K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lake City Bank Foundation Inc's EIN?

Lake City Bank Foundation Inc's EIN (Employer Identification Number) is 82-0991793. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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