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 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.
Key facts about Lakeside Charitable Trust
- EIN
- 83-6368560
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $182,200
- Grants made (2024)
- 5
- Average grant
- $36,440
- Median grant
- $1,000
- Total assets
- $2,390,418
- Primary geography
- California (66% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lakeside Charitable Trust funds
By grant dollars, the top recipient states for Lakeside Charitable Trust's 5 itemized 2024 grants were California (66%) and Texas (33%). The most frequent recipient cities were Austin, TX (2 grants). None of its 5 grants with a stated purpose were described as general or operating support.
How Lakeside Charitable Trust gives
- Giving grew 532% from 2021 to 2024. Method
- In 2024 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Lakeside Charitable Trust
- How to evaluate Lakeside Charitable Trust as a funder
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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
Under IRS private-foundation payout rules, Lakeside Charitable Trust reported a distributable amount of $272K for 2024 — the minimum it must pay out in qualifying distributions.
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
Share of all 5 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include The Film Collaborative ($120,000), Austin Film Festival ($60,000), Interlochen Center for the Arts ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE FILM COLLABORATIVE Los Angeles, CA | TO SUPPORT THE ORGANIZATIONS WORK WITH THE DISTRIBUTION OF CREATIVE WORKS. | $120,000 |
| AUSTIN FILM FESTIVAL Austin, TX | TO SUPPORT THE ORGANIZATION'S EFFORTS TO CHAMPION THE WORK OF WRITERS AND FILMMAKERS. | $60,000 |
| INTERLOCHEN CENTER FOR THE ARTS Interlochen, MI | TO SUPPORT THE INSTITUTIONS ART EDUCATION PROGRAMS AND PERFORMANCE VENUES | $1,000 |
| THE LEE STRASBERG CREATIVE CENTER New York, NY | TO CONTRIBUTE TO THE CENTER'S WORK ON ARTISTIC DEVELOPMENT | $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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Andrew Shea | Trustee | 0.1 | — |
| Melissa Shea | Trustee | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lakeside Charitable Trust?
Lakeside Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in Austin, TX. It holds $2.4M in total assets as of 2024.
How large is Lakeside Charitable Trust?
As of 2024, Lakeside Charitable Trust holds $2.4M in total assets with $428K in annual revenue. It awarded 5 grants totaling $182K in 2024.
Where does Lakeside Charitable Trust operate?
Lakeside Charitable Trust has awarded grants in California, Illinois, Massachusetts, Michigan, New York, Texas.
What size grants does Lakeside Charitable Trust award?
In 2024, Lakeside Charitable Trust awarded 5 grants totaling $182K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Lakeside Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lakeside Charitable Trust reported a distributable amount of $272K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.