Lakeside Charitable Trust
Lakeside Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in Austin, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 8 grants totaling $401K. Net investment income was $717K.
Lakeside Charitable Trust at a glance
In short: Lakeside Charitable Trust gave $401K across 8 grants in 2025 (avg $50K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $400,700
- +119.9% vs 2024
- Grants made (2025)
- 8
- +60.0% vs 2024
- Average grant
- $50,088
- +37.5% vs 2024
- Median grant
- $1,000
- Total assets
- $2,678,543
- +12.1% vs 2024
- Primary geography
- California (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lakeside Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was The Film Collaborative ($345K). Together the top 8 received $401K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 21 grants of 28 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Lakeside Charitable Trust gives
- Giving grew 97% from 2022 to 2025. Method
- In 2025 it paid out 138% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2019) to $401K (2025). In 2025 it made 8 grants totaling $401K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Film Collaborative Los Angeles, CA | To support the organizations work with the distribution of creative works. | $345,000 |
| Austin Film Festival Austin, TX | To support the organization's efforts to champion the work of writers and filmmakers. | $50,500 |
| Antenna New Orleans, LA | General Support | $1,000 |
| Interlochen Center for the Arts Interlochen, MI | To support the institutions art education programs and performance venues | $1,000 |
| Soul Steppers Drill Team Michigan City, IA | General Support | $1,000 |
| St Stephens Episcopal School Harrisburg, PA | General Support | $1,000 |
| The Chimaera Project Burbank, CA | General Support | $1,000 |
| Lady Bird Johnson Wildflower Center Austin, TX | To contribute to the center's work on the education and research of native plants. | $200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,678,543 | $763,965 | $475,840 | $400,700 | 8 | $403,530 | $716,750 | $292,524 |
| 2024 | $2,390,418 | $427,840 | $240,863 | $182,200 | 5 | $183,940 | $378,170 | $271,905 |
| 2023 | $2,203,441 | $48,533 | $148,975 | $128,700 | 4 | $128,730 | $43,462 | $229,770 |
| 2022 | $2,292,065 | $778 | $206,328 | $203,700 | 5 | $203,700 | — | $27,741 |
| 2021 | $532,527 | $707 | $31,993 | $28,820 | 6 | $28,820 | — | $27,584 |
| 2020 | $563,813 | $8,147 | $29,753 | $26,200 | 1 | — | $4,594 | $25,197 |
| 2019 | $474,670 | $8,721 | $32,070 | $25,150 | 1 | — | $1,804 | $24,148 |
Under IRS private-foundation payout rules, Lakeside Charitable Trust reported a distributable amount of $293K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lakeside Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrew Shea
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Melissa Shea
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lakeside Charitable Trust
How much does Lakeside Charitable Trust give each year?
Lakeside Charitable Trust gave $401K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $182K across 5 grants.
What is Lakeside Charitable Trust's typical grant size?
Lakeside Charitable Trust's median grant in 2025 was $1,000, and its average grant was $50,088, across 8 grants on its 2025 IRS Form 990-PF.
Where does Lakeside Charitable Trust give grants?
Lakeside Charitable Trust gives mostly in California: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (13%). The most frequent recipient cities were Austin, TX (2 grants).
Does Lakeside Charitable Trust give general operating support?
Yes: 50% of Lakeside Charitable Trust's 2025 grants with a stated purpose (4 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lakeside Charitable Trust's largest grantees?
Lakeside Charitable Trust's largest 2025 grantees include The Film Collaborative ($345,000), Austin Film Festival ($50,500) and Antenna ($1,000), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
How large is Lakeside Charitable Trust?
Lakeside Charitable Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $404K in qualifying distributions that year, against a required minimum of $293K (roughly 5% of its investment assets).
What is Lakeside Charitable Trust?
Lakeside Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in Austin, TX. It holds $2.7M in total assets as of 2025.
What is Lakeside Charitable Trust's EIN?
Lakeside Charitable Trust's EIN (Employer Identification Number) is 83-6368560. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Lakeside Charitable Trust funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Lakeside Charitable Trust's focus areas in our free grants database
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