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Non-profit

Lakeside Foundation

Location:

LAFAYETTE, CA
Tax ID:

94-6066229
Tax-Exempt Status:

501(c)(3)-PF

Budget (2015):

Revenue: $6,041,089
Expenses: $7,303,493
Assets: $98,199,468

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The Lakeside Foundation is a California-based private foundation. It was founded in 1956.

The organization contributes mostly to educational and health related non-profits. In addition to those charitable contributions, the organization donates to a handful of center-right advocacy causes.

Leadership

The Lakeside Foundation does not report compensating any of its officers and directors. 1 Laura Mateo is the president and director. 2

Paul L. Davies III is a vice president and director of the organization. 3 He is an investor based in Dallas, Texas. 4 Pilar Davies is a vice president and director of the organization. 5

Grantmaking

The Lakeside Foundation funds many organizations. The majority of these organizations are related to educational, healthcare, and cultural organizations.

But the foundation also supports some center-right activist organizations and think tanks. Among the groups supported are the American Enterprise Institute, Federalist Society, Hoover Institution, Pacific Legal Foundation, and the National Rifle Association Foundation. 6

The foundation is also transferring many of its assets to the Bellevue Foundation. 7

Funding

According to the 2015 Form 990, the foundation spent $7.3 million. It also pledged to donate $47.8 million to the Bellevue Foundation. It had $98.1 million in assets before its pledge to Bellevue. 8

References

  1. Lakeside Foundation, Return of a Private Foundation (Form 990-PF), 2017, Statement 13
  2. Internal Revenue Service. 2016. “2015 Form 990”. Lafayette, CA: Internal Revenue Service.
  3. Internal Revenue Service. 2016. “2015 Form 990”. Lafayette, CA: Internal Revenue Service.
  4. “The Cambria Group – Paul L. (Lew) Davies III”. 2019. The Cambria Group. Accessed September 2. http://www.cambriagroup.com/index.php/team/investment-team/paul-l-lew-davies-iii.
  5. Internal Revenue Service. 2016. “2015 Form 990”. Lafayette, CA: Internal Revenue Service.
  6. Internal Revenue Service. 2016. “2015 Form 990”. Lafayette, CA: Internal Revenue Service.
  7. Internal Revenue Service. 2016. “2015 Form 990”. Lafayette, CA: Internal Revenue Service.
  8. Internal Revenue Service. 2016. “2015 Form 990”. Lafayette, CA: Internal Revenue Service.
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Nonprofit Information

  • Accounting Period: December - November
  • Tax Exemption Received: January 1, 1956

    • Available Filings

    Period Form Type Total revenue Total functional expenses Total assets (EOY) Total liabilities (EOY) Unrelated business income? Total contributions Program service revenue Investment income Comp. of current officers, directors, etc. Form 990
    2015 Dec Form PF $6,041,089 $7,303,493 $98,199,468 $47,821,490 $0 $0 $0 $0 PDF
    2014 Dec Form PF $8,315,245 $5,900,223 $99,738,366 $15,701 $0 $0 $0 $0 PDF
    2013 Dec Form PF $5,806,063 $5,267,599 $97,168,133 $12,446 $0 $0 $0 $0 PDF
    2012 Dec Form PF $4,492,159 $5,220,847 $96,322,866 $0 $0 $0 $0 $0 PDF
    2011 Dec Form PF $3,411,929 $5,495,622 $96,277,483 $0 $0 $0 $0 $0 PDF

    Additional Filings (PDFs)

    Lakeside Foundation

    3697 MT DIABLO BLVD STE 205
    LAFAYETTE, CA 94549-3754