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Nonprofit · EIN 30-6284987

LAKESHORE FOUNDATION 04052011

Also known as HADLEY GROUSBECK ET AL TTEE

Tax-exempt · REDWOOD CITY, CA 94065

Financials

$17.3M$23.4M2022$16.1M$25.4M2023$12.6M$26.6M2024
Revenue Expenses · by fiscal year end
Financials of LAKESHORE FOUNDATION 04052011 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$12,601,965$26,603,873-$14,001,908$265,756,367$0$265,756,367
November 30, 2024990-PF$16,084,795$25,419,553-$9,334,758$278,136,050$0$278,136,050
November 30, 2023990-PF$17,250,552$23,374,658-$6,124,106$287,222,430$0$287,222,429
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$6,742,275
Interest
$1,694,553
Net gain from sales of assets
$4,019,736
Other income
$145,401

Expenses

Grants and similar amounts paid
$21,655,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$21,732,740
Excise tax on investment income
$111,936

Balance sheet and other

Total assets, start of year
$278,136,050
Total assets, end of year
$265,756,367
Total liabilities, end of year
$0
Net assets, end of year
$265,756,367
Fair market value of assets
$407,547,808
Qualifying distributions
$21,732,740
Net investment income
$12,242,061

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
HADLEY G WILLIAMS
C/O BAKER TILLY 3 LAGOON DRIVE, REDWOOD CITY, CA 94065
TRUSTEE0$0
990-PF for the year ended November 30, 2024: 1 people
NameTitleHours / weekCompensation
HADLEY G WILLIAMS
PO BOX 11064, OAKLAND, CA 94611
TRUSTEE0$0
990-PF for the year ended November 30, 2023: 1 people
NameTitleHours / weekCompensation
HADLEY G WILLIAMS
PO BOX 11064, OAKLAND, CA 94611
TRUSTEE0$0

Address and contacts

Address (IRS master file)
C/O BAKER TILLY 3 LAGOON DR STE 400, REDWOOD CITY, CA 94065-0000
In care of
% BAKER TILLY ADVISORY GROUP
Signed the 990-PF
HADLEY WILLIAMS, TRUSTEE
Phone
(650) 365-4646
Return prepared by
Baker Tilly Advisory Group LP

California records

California keeps its own records of charities and corporations. Search them by EIN 30-6284987 or by the name LAKESHORE FOUNDATION 04052011.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
30-6284987
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2011
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$265,756,367
Income (IRS master file)
$18,219,222

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$12,601,965$26,603,873$265,756,367XML
990-TNovember 2025–––IRS
990-PFNovember 2024$16,084,795$25,419,553$278,136,050XML
990-TNovember 2024–––IRS
990-PFNovember 2023$17,250,552$23,374,658$287,222,430XML
990-TNovember 2023–––IRS
990-PFNovember 2022–––IRS
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-TNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-6284987).

Questions about LAKESHORE FOUNDATION 04052011

What is the EIN of LAKESHORE FOUNDATION 04052011?
The employer identification number (EIN) of LAKESHORE FOUNDATION 04052011 is 30-6284987.
Is LAKESHORE FOUNDATION 04052011 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to LAKESHORE FOUNDATION 04052011 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAKESHORE FOUNDATION 04052011 file?
Form 990-PF. Private foundations file every year.
When is the next return of LAKESHORE FOUNDATION 04052011 due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKESHORE FOUNDATION 04052011 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of LAKESHORE FOUNDATION 04052011?
The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does LAKESHORE FOUNDATION 04052011 have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $12,601,965, expenses of $26,603,873 and total assets of $265,756,367 at year end.

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