Civic Intelligence

Lakeside Charitable Trust

990PF • Fiscal year 2019 • EIN 83-6368560

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

Organization Profile
4108 Avenue GAustin, TX 78751

(631) 777-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-268%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$474,670

No earlier filing loaded for comparison.

Net Assets

$474,670

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

$8,721

No earlier filing loaded for comparison.

Expenses

$32,070

No earlier filing loaded for comparison.

Net Income

-$23,349

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2019: $474,670Liabilities 2019: $0Net Assets 2019: $474,6702019Assets 2020: $563,813Liabilities 2020: $0Net Assets 2020: $563,8132020Assets 2021: $532,527Liabilities 2021: $0Net Assets 2021: $532,5272021Assets 2022: $2,292,065Liabilities 2022: $0Net Assets 2022: $2,292,0652022Assets 2023: $2,203,441Liabilities 2023: $0Net Assets 2023: $2,203,4412023Assets 2024: $2,390,418Liabilities 2024: $0Net Assets 2024: $2,390,4182024

Highlighted filing

2019

Assets$474,670
Liabilities$0
Net Assets$474,670
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2019: $8,721Expenses 2019: $32,070Net Income 2019: -$23,3492019Revenue 2020: $8,147Expenses 2020: $29,753Net Income 2020: -$21,6062020Revenue 2021: $707Expenses 2021: $31,993Net Income 2021: -$31,2862021Revenue 2022: $778Expenses 2022: $206,328Net Income 2022: -$205,5502022Revenue 2023: $48,533Expenses 2023: $148,975Net Income 2023: -$100,4422023Revenue 2024: $427,840Expenses 2024: $240,863Net Income 2024: $186,9772024

Highlighted filing

2019

Revenue$8,721
Expenses$32,070
Net Income-$23,349
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW SHEATrustee-$0--
MELISSA SHEATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lakeside Charitable Trust
EIN
83-6368560
Phone
6317771000
Address
4108 AVENUE G, AUSTIN, TX 78751

Signing Officer

Name
Andrew Shea
Title
President
Signed
2020-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Wagner & Zwerman LLP
Address
201 Old Country Road Ste 202, Melville, NY 11747-2731
Preparer
Vincent J Preto CPA
Phone
6317771000
Raw XML Appendix248 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0725
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07870
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0851
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08721
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08721
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0725
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08721
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07870
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07870
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07870
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23349
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03573
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03573
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01804
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02019
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06917
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0199149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200,000 US TREASU NT 1.625%08XXX**MATURED**
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0851
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0851
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23349
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0474670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0498019
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0474670
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024148
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024148
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024148
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024184
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036
IRS990PF/DistributableAmountGrp/TotalTaxAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt036
IRS990PF/FMVAssetsEOYAmt0475106
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0498019
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0474670
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0103398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024863
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0498019
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0474670
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0475106
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0498019
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0474670
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0498019
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0474670
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0394621
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0449807
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0450243
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0491052
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt049536
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0441516
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07366
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024184
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0483686
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0491052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0KLINGENSTEIN FIELDS WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt02019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0125 PARK AVENUE STE 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW SHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELISSA SHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04108 AVENUE G
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14108 AVENUE G
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178751
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt025153
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025153
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt025153
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0201 OLD COUNTRY RD STE 202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WAGNER & ZWERMAN LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum06317771000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LAKESIDE CHARITABLE TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06317771000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0201 OLD COUNTRY RD STE 202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MELVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011747
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011783
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024148
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01104
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01005
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt099
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025153
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01005
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01104
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt099
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03573
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03573
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02019
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02019
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0600
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESIDE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0836368560
ReturnHeader/Filer/PhoneNum06317771000
ReturnHeader/Filer/USAddress/AddressLine1Txt04108 AVENUE G
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078751
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112836481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wagner & Zwerman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Old Country Road Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Melville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117472731
ReturnHeader/PreparerPersonGrp/PhoneNum06317771000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vincent J Preto CPA
ReturnHeader/ReturnTs02020-05-11T07:16:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,670
Liabilities
$0
Net assets
$474,670
Revenue
$8,721
Expenses
$32,070
Net income
-$23,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.43$0.24$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.00$0.21$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.01$0.03$0.02