Nonprofit · EIN 83-6368560
LAKESIDE CHARITABLE TR
Also known as ANDREW B SHEA TTEE
Tax-exempt · AUSTIN, TX 78751
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $763,965 | $475,840 | $288,125 | $2,678,543 | $0 | $2,678,543 |
| December 31, 2024 | 990-PF | $427,840 | $240,863 | $186,977 | $2,390,418 | $0 | $2,390,418 |
| December 31, 2023 | 990-PF (amended) | $48,533 | $148,975 | -$100,442 | $2,203,441 | $0 | $2,203,441 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,869
- Net gain from sales of assets
- $688,096
Expenses
- Grants and similar amounts paid
- $400,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $403,530
- Excise tax on investment income
- $9,963
Balance sheet and other
- Total assets, start of year
- $2,390,418
- Total assets, end of year
- $2,678,543
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,678,543
- Fair market value of assets
- $6,427,715
- Qualifying distributions
- $403,530
- Net investment income
- $778,169
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW SHEA 4108 AVENUE G, AUSTIN, TX 78751 | TRUSTEE | 0.1 | $0 |
| MELISSA SHEA 4108 AVENUE G, AUSTIN, TX 78751 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW SHEA 4108 AVENUE G, AUSTIN, TX 78751 | TRUSTEE | 0.1 | $0 |
| MELISSA SHEA 4108 AVENUE G, AUSTIN, TX 78751 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW SHEA 4108 AVENUE G, AUSTIN, TX 78751 | TRUSTEE | 0.1 | $0 |
| MELISSA SHEA 4108 AVENUE G, AUSTIN, TX 78751 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 4108 AVENUE G, AUSTIN, TX 78751-4710
- Signed the 990-PF
- ANDREW SHEA, PRESIDENT
- Phone
- (512) 471-5303
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-6368560
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A20)
- Assets (IRS master file)
- $2,678,543
- Income (IRS master file)
- $1,234,287
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $763,965 | $475,840 | $2,678,543 | XML |
| 990-PF | December 2024 | $427,840 | $240,863 | $2,390,418 | IRS |
| 990-PF | December 2023 | $48,533 | $148,975 | $2,203,441 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-6368560).
Questions about LAKESIDE CHARITABLE TR
- What is the EIN of LAKESIDE CHARITABLE TR?
- The employer identification number (EIN) of LAKESIDE CHARITABLE TR is 83-6368560.
- Is LAKESIDE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LAKESIDE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAKESIDE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAKESIDE CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKESIDE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LAKESIDE CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LAKESIDE CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $763,965, expenses of $475,840 and total assets of $2,678,543 at year end.
Other nonprofits in AUSTIN
- GREATER AUSTIN PERFORMING ARTS CENTER EIN 74-2867681 · last filed 990 for 2025
- UBONGO INTERNATIONAL EIN 81-2679300 · last filed 990 for 2024
- CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL EIN 75-7126012 · last filed 990 for 2025
- AUSTIN THEATRE ALLIANCE EIN 74-2975922 · last filed 990 for 2025
- 19TH NEWS EIN 84-2627202 · last filed 990 for 2024
- CICERO RESEARCH EIN 86-1325445 · last filed 990 for 2024
- BALLET AUSTIN INCORPORATED EIN 74-6060386 · last filed 990 for 2025
- ZACHARY SCOTT THEATER CENTER EIN 74-1369410 · last filed 990 for 2025
All nonprofits in AUSTIN · Texas · Arts, culture and humanities