Lakeside Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in AUSTIN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 5 grants totaling $182K. Net investment income was $378K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
+8.5% YoY
Annual Giving
$182K
+41.6% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$36K
+13.3% YoY
About Lakeside Charitable Trust
Based on IRS filings
Lakeside Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in AUSTIN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 5 grants totaling $182K. Net investment income was $378K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,390,418 | $2,203,441 | $2,292,065 |
| Revenue | $427,840 | $48,533 | $778 |
| Expenses | $240,863 | $148,975 | $206,328 |
| Qualifying Distributions | $183,940 | $128,730 | $203,700 |
| Net Investment Income | $378,170 | $43,462 | — |
| Distributable Amount | $271,905 | $229,770 | $27,741 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW SHEA | TRUSTEE | 0.1 | — |
| MELISSA SHEA | TRUSTEE | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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