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Nonprofit · EIN 48-6391313

LAKEWAY FOUNDATION TR

Also known as HANSEN DAVID N TTEE

Tax-exempt · BELLINGHAM, WA 98225

Financials

$5K$3K2023$5K$8K2024
Revenue Expenses · by fiscal year end
Financials of LAKEWAY FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,000$8,226-$3,226$5,772$0$5,772
December 31, 2023990-PF$5,000$3,166$1,834$8,998$0$8,998
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,000

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$6,976

Balance sheet and other

Total assets, start of year
$8,998
Total assets, end of year
$5,772
Total liabilities, end of year
$0
Net assets, end of year
$5,772
Fair market value of assets
$5,772
Qualifying distributions
$6,976

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID HANSEN
3237 NORTHSHORE ROAD, BELLINGHAM, WA 98226
Director1$0
JON HANSEN
3199 NORTHSHORE ROAD, BELLINGHAM, WA 98226
Director1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DAVID HANSEN
3237 NORTHSHORE ROAD, BELLINGHAM, WA 98226
Director1$0
JON HANSEN
3199 NORTHSHORE ROAD, BELLINGHAM, WA 98226
Director1$0

Address and contacts

Address (IRS master file)
1001 E MAPLE ST, BELLINGHAM, WA 98225-5228
Signed the 990-PF
DAVID HANSEN, Director
Phone
(360) 756-1010
Return prepared by
ARCHER HALLIDAY PS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
48-6391313
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,772
Income (IRS master file)
$5,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,000$8,226$5,772XML
990-PFDecember 2023$5,000$3,166$8,998XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 48-6391313).

Questions about LAKEWAY FOUNDATION TR

What is the EIN of LAKEWAY FOUNDATION TR?
The employer identification number (EIN) of LAKEWAY FOUNDATION TR is 48-6391313.
Is LAKEWAY FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to LAKEWAY FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does LAKEWAY FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LAKEWAY FOUNDATION TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKEWAY FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LAKEWAY FOUNDATION TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does LAKEWAY FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,000, expenses of $8,226 and total assets of $5,772 at year end.

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