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Nonprofit · EIN 94-6066229

LAKESIDE FOUNDATION

Tax-exempt · CONSHOHOCKEN, PA 19428

Financials

$1.8M$2.8M2023$2.4M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of LAKESIDE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,407,515$2,933,083-$525,568$47,847,149$0$47,847,149
December 31, 2023990-PF$1,822,646$2,824,402-$1,001,756$48,354,573$461$48,354,112
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$169,093
Dividends
$1,597,239
Interest
$16,804
Net gain from sales of assets
$594,907
Other income
$29,472

Expenses

Grants and similar amounts paid
$2,827,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,827,000
Excise tax on investment income
$30,164

Balance sheet and other

Total assets, start of year
$48,354,573
Total assets, end of year
$47,847,149
Total liabilities, end of year
$0
Net assets, end of year
$47,847,149
Fair market value of assets
$60,138,046
Qualifying distributions
$2,827,000
Net investment income
$2,238,238

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
LAURA D MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
PRESIDENT0$0
WESLEY D MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
DIRECTOR0$0
KENNETH P MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
VICE PRESIDENT0$0
GREGORY W MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
TREASURER/SECRETARY0$0
MEREDITH MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LAURA D MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
PRESIDENT0$0
WESLEY D MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
TREASURER/SECRETARY0$0
KENNETH P MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
DIRECTOR0$0
GREGORY W MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
VICE PRESIDENT0$0
MEREDITH MATEO
161 WASHINGTON STREET SUITE 801, CONSHOHOCKEN, PA 19428
DIRECTOR0$0

Address and contacts

Address (IRS master file)
161 WASHINGTON ST STE 801, CONSHOHOCKEN, PA 19428-2023
In care of
% BESSEMER TR
Signed the 990-PF
LAURA MATEO, PRESIDENT
Phone
(650) 845-8100
Return prepared by
FRANK RIMERMAN CO LLP

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
94-6066229
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
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$47,847,149
Income (IRS master file)
$10,882,903

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,407,515$2,933,083$47,847,149XML
990-PFDecember 2023$1,822,646$2,824,402$48,354,573XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 94-6066229).

Questions about LAKESIDE FOUNDATION

What is the EIN of LAKESIDE FOUNDATION?
The employer identification number (EIN) of LAKESIDE FOUNDATION is 94-6066229.
Is LAKESIDE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to LAKESIDE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAKESIDE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LAKESIDE FOUNDATION 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 LAKESIDE FOUNDATION 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 LAKESIDE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does LAKESIDE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,407,515, expenses of $2,933,083 and total assets of $47,847,149 at year end.

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