AUMdb

Lakeside Charitable Tr

EIN 836368560 · 501(c)(3) · Private foundation · Austin, TX · recognized 2019

Assets
$6.0M
Revenue
$428K
Expenses
$241K
Investment income
$378K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Andrew Shea Trustee $0 $0
Melissa Shea Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $6.0M $428K $241K 990 990PF · obj 202501269349103250 IRS ↗
12/31/2023 $5.2M $48.5K $149K 990 990PF · obj 202413589349100356 IRS ↗