Lakeside Foundation

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

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At-A-Glance

Type: Non-profit, 501(c)(3), Private Foundation
Location: Lafayette, CA View on map
Tax ID: 94-6066229
Most Recent Filing: 2024
Budget (2024): Assets: $60,138,046 Revenue: $2,407,515 Expenses: $2,933,083

Contents

    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. 2 He is an investor based in Dallas, Texas. 3 Pilar Davies is a vice president and director of the organization. 2

    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. 2

    The foundation is also transferring many of its assets to the Bellevue Foundation. 2

    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. 2

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $60,138,046 $2,407,515 $2,933,083 View
    2023 $55,748,098 $1,822,646 $2,824,402 View
    2022 $51,069,621 $1,710,578 $3,013,448 View
    2021 $64,897,782 $3,214,576 $2,805,243 View
    2020 $60,119,792 $2,143,159 $2,473,312 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $121,362,738
    • Number of Grants: 1,688
    • Number of Recipients: 398

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $275,0002020 Zoological Society of San Diego DBA San Diego Zoo Wildlife AllianceANNUAL / CHILDREN'S ZOO / ELEPHANT VALLEY
    $250,0002024 PROVIDENCE HOUSE INCGIVING HOPE FOR THE PHUTURE CAMPAIGN
    $170,0002022 Fraternal Order of PoliceGENERAL FUND
    $150,0002022 Injured Marine Semper FiGENERAL FUND
    $150,0002020 California Academy of SciencesLAKESIDE FELLOWS PROGRAM
    $100,0002024 Boston Children's Hospital TrustGENERAL FUND
    $100,0002024 Navy-Marine Corps Relief SocietyGENERAL FUND
    $100,0002023 Injured Marine Semper FiGENERAL FUND
    $100,0002023 Navy-Marine Corps Relief SocietyGENERAL FUND
    $100,0002022 Navy-Marine Corps Relief SocietyGENERAL FUND
    $100,0002022 SPIRIT OF AMERICA WORLDWIDEGENERAL FUND
    $100,0002021 Navy-Marine Corps Relief SocietyGENERAL FUND
    $100,0002021 SPIRIT OF AMERICA WORLDWIDEAFGHANISTAN EMERGENCY FUND
    $100,0002020 CENTER FOR DISASTER PHILANTHROPY INCCORONAVIRUS RELIEF FUND
    $100,0002020 JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA, INC.CONTRIBUTION IN HONOR OF ANDY ZEISLER
    $100,0002020 Navy-Marine Corps Relief SocietyGENERAL FUND
    $87,5002023 Samuel Merritt UniversityGENERAL FUND
    $85,0002023 Zoological Society of San Diego DBA San Diego Zoo Wildlife AllianceELEPHANT VALLEY AND GENERAL FUND
    $85,0002022 Zoological Society of San Diego DBA San Diego Zoo Wildlife AllianceELEPHANT VALLEY AND GENERAL FUND
    $60,0002023 PROVIDENCE HOUSE INCGENERAL FUND
    $60,0002023 SPIRIT OF AMERICA WORLDWIDEGENERAL FUND
    $60,0002022 MetroHealth Medical CenterTRANSFORMATION CAMPAIGN AND GENERAL FUND
    $55,0002022 Memorial Sloan Kettering Cancer CenterGENERAL FUND
    $50,0002024 BROWARD HEALTH FOUNDATIONGENERAL FUND
    $50,0002024 Daughters of Charity FoundationGENERAL FUND

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    Financials, employee compensation, and grant information provided by Candid.

    Mentioned in this Article

    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. “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.