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Lakeside Chautauqua Foundation

Tax-deductible

Lakeside, OH501(c)(3)Foundations & Grantmakers EIN 20-4072755Revenue $1.3M in FY2025

On file with the IRSlakesideohio.com236 Walnut Ave, 43440-1400 · Lakeside, OHTax-exempt since Jun 2007Supporting organization — 509(a)(3)

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To carry out the purposes of and benefit of the Lakeside association.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 6 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $536K a year · 60% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Named funders
8
named funders · $153K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$13K
0.1% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-19% vs prior year
Spent
$432K
To programs
100%
Net assets
$11.7M
By yearFY2020–FY2025
Revenue
$1.3M
FY2025▼ -19%
Tap a bar for its year
Revenue by fiscal year
FY2020$795K
FY2021$386K
FY2022$638K
FY2023$708K
FY2024$1.6M
FY2025$1.3M
Expenses
$432K
FY2025▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$297K
FY2021$304K
FY2022$345K
FY2023$379K
FY2024$410K
FY2025$432K
Net assets
$11.7M
FY2025▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.6M
FY2021$9.5M
FY2022$9.9M
FY2023$9.0M
FY2024$10.8M
FY2025$11.7M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $432K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Paul Hubbard
Board Chairperson
$0Pt VII · Sec A
David Workman
Board Vice Chairperson
$0Pt VII · Sec A
Meridith Egan
Board Nominating Chair
$0Pt VII · Sec A
David Blank
Board Treasurer
$0Pt VII · Sec A
Doug Talbott
Board Member
$0Pt VII · Sec A
Nancy Bundy
Board Member
$0Pt VII · Sec A
Jeannie Chaney
Board Member
$0Pt VII · Sec A
Jane Greene
Board Member
$0Pt VII · Sec A
See Lakeside Chautauqua Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports the Lakeside Association's goals and benefits.

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Provided by the organization

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1 program · $432K · in their own filed words · FY2024
01

The lakeside chautauqua foundation raises funds for the lakeside association and manages long-term endowment funds and annuity accounts for the lakeside association. The lakeside chautauqua foundation transferred $385,832 of contributions and earnings to the lakeside association during the year ended march 31, 2025.

$432Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$51K
Ehh Foundation MagFY2024$25K
Wayne County Community FoundationFY2024$19K
Fidelity Investments Charitable Gift FundFY2024$17K
Stark Community Foundation INCFY2024$12K
Farmers Charitable Foundation Xxx-Xx-XxxxFY2024$11K
Columbus FoundationFY2024$10K
Foundation for Appalachian OhioFY2024$8K
Total grants receivedfrom 8 funders$153K
See all 8 funders →
Grants paid · 2 grants · $755K · 2023–2024
The Lakeside AssociationOH · FY2024$385,832
The Lakeside AssociationOH · FY2023$369,288

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$864K
Investment incomeLn 3$418K
Money outPt IX
$432K
Ln 25
Programscol B$432K
Owns and owesPt X
$11.7M
net assets · Ln 32
Total assetsLn 16$11.7M
LiabilitiesLn 26$13K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$864K
Investment incomeLn 3$418K
Gains on assetsLn 7$184K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
InvestmentsLn 11–13$11.7M
Total assetsLn 16$11.7M
LiabilitiesLn 26$13K
Net assetsLn 32$11.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
InvestmentsLn 11–13$10.8M$11.7M
Total assetsLn 16$10.8M$11.7M
LiabilitiesLn 26$16K$13K
Net assetsLn 32$10.8M$11.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$386K$386K
Other expenses (24a–d)Ln 24$47K$47K
Total functional expensesLn 25$432K$432K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$432K$850K$11.7M 990 PDF
FY2024 $1.6M$410K$1.2M$10.8M 990 PDF
FY2023 $708K$379K$329K$9.0M 990 PDF
FY2022 $638K$345K$294K$9.9M 990 PDF
FY2021 $386K$304K$82K$9.5M 990 PDF
FY2020 $795K$297K$498K$6.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,281,942 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $365,035$863,533
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,210,256$418,409
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,575,291$1,281,942
I-13 Grants and similar amounts paidPrior year $369,288$385,832
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $41,021$46,552
I-18 Total expensesPrior year $410,309$432,384
I-19 Revenue less expensesPrior year $1,164,982$849,558
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,281,942 across 5 lines filed
VIII-1f All other contributions, gifts and grants$863,533
VIII-1h Total contributions, gifts and grants$863,533
VIII-3 Investment incomeExcluded from tax $234,361$234,361
VIII-7 Net gain or loss on sales of assetsExcluded from tax $184,048$184,048
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $418,409$1,281,942
Part IX · Statement of functional expenses $432,384 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $385,832$385,832
IX-24 Other expenses (24a–d)Programs $46,552$46,552
IX-25 Total functional expensesPrograms $432,384 · Management $0 · Fundraising $0$432,384
Part X · Balance sheet $11,699,187 assets, 8 lines filed
X-11 Publicly traded securitiesStart of year $10,768,693$11,699,187
X-16 Total assetsStart of year $10,768,693$11,699,187
X-25 Other liabilitiesStart of year $15,858$12,945
X-26 Total liabilitiesStart of year $15,858$12,945
X-27 Net assets without donor restrictionsStart of year $2,873,953$2,888,379
X-28 Net assets with donor restrictionsStart of year $7,878,882$8,797,863
X-32 Total net assets or fund balancesStart of year $10,752,835$11,686,242
X-33 Total liabilities and net assetsStart of year $10,768,693$11,699,187
Part XI · Reconciliation of net assets $11,686,242 net assets at year end
XI-1 Total revenue$1,281,942
XI-2 Total expenses$432,384
XI-3 Revenue less expenses$849,558
XI-4 Net assets at start of year$10,752,835
XI-5 Net unrealized gains (losses) on investments$83,849
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,686,242

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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