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Lakeshore Foundation INC FY2020 filing

Tax-deductible

Nashville, TN501(c)(3)Housing EIN 62-1762831Revenue $433K in FY2020Latest return filed Nov 17, 2025

On file with the IRSlakeshoreseniorliving.orgNashville, TNTax-exempt since Jan 1999Supporting organization — 509(a)(3)

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To provide funds for indigent care and renovation needs at the long term care facilities of lake shore estates.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 62-1762831) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $381K a year · 75% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
60% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
19.3 mo
of spending, in cash
Plus $8.7M in investments, Pt X · Ln 11–13
19.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$24K
0.3% of total assets
Liabilities are 0.3% of assets.
Pt X · Ln 26
Independent board members
3
of 3 voting members
3 of 3 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$433K
Spent
$166K
To programs
60%
Net assets
$9.3M
By yearFY2020–FY2024
Revenue
$433K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$433K
FY2021$795K
FY2022$392K
FY2023$484K
FY2024$452K
Expenses
$166K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$166K
FY2021$120K
FY2022$87K
FY2023$149K
FY2024$127K
Net assets
$9.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$9.3M
FY2021$10.3M
FY2022$9.9M
FY2023$10.3M
FY2024$11.0M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1999.

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

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $100K Management & general 40% · $67K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
John Robinson
President
$0Pt VII · Sec A
John Thweatt
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lakeshore Foundation INC executive salaries →

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 15aNo

Programs and updates

Funds indigent care and facility renovations at Lake Shore Estates.

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1 program · $100K · in their own filed words · FY2020
01

Provides funds for the indigent care at the long-term care facilities of lakeshore estates, inc. In nashville, TN.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 62-1762831) · Dispute this line
$100Kprogram 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 · FY2022
Nashville Christian Towers INCFY2022$25K
Total grants receivedfrom 1 funder$25K
Grants paid · 5 grants · $228K · 2020–2024
Lakeshore Estates INCTN · FY2024$23,296
Lakeshore Estates INCTN · FY2023$54,055
Lakeshore Estates INCTN · FY2022$12,927
Lakeshore Estates INCTN · FY2021$40,014
Lakeshore Estates INCTN · FY2020$97,930

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$433K
Ln 12
Investment incomeLn 3$423K
Gifts and grantsLn 1h$10K
Money outPt IX
$166K
Ln 25
Programscol B$100K
Managementcol C$67K
Owns and owesPt X
$9.3M
net assets · Ln 32
Cash and savingsLn 1–2$267K
Total assetsLn 16$9.3M
LiabilitiesLn 26$24K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Investment incomeLn 3$423K
Gains on assetsLn 7$160K
Total revenueLn 12$433K
Assets in detailPt X, end of year
CashLn 1$267K
Cash and savings togetherLn 1–2$267K
Land, buildings, equipmentLn 10c$217K
InvestmentsLn 11–13$8.7M
Intangible assetsLn 14$78K
Total assetsLn 16$9.3M
LiabilitiesLn 26$24K
Net assetsLn 32$9.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$235K$267K
InvestmentsLn 11–13$8.7M$8.7M
Land, buildings, equipmentLn 10c$0$217K
Total assetsLn 16$9.0M$9.3M
LiabilitiesLn 26$34K$24K
Net assetsLn 32$9.0M$9.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$98K$98K
Accounting feesLn 11c$13K$13K
Investment management feesLn 11f$51K$51K
Other expenses (24a–d)Ln 24$4K$2K$2K
Total functional expensesLn 25$166K$100K$67K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $452K$127K$325K$11.0M 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $484K$149K$336K$10.3M 990 PDF
FY2022Filed with the IRS Sep 6, 2023 $392K$87K$304K$9.9M 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $795K$120K$675K$10.3M 990 PDF
FY2020 ViewingFiled with the IRS Nov 15, 2021 $433K$166K$267K$9.3M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $433,266 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $43,842$10,217
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $426,833$423,049
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $470,675$433,266
I-13 Grants and similar amounts paidPrior year $51,243$97,930
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 $66,872$68,259
I-18 Total expensesPrior year $118,115$166,189
I-19 Revenue less expensesPrior year $352,560$267,077
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $433,266 across 5 lines filed
VIII-1f All other contributions, gifts and grants$10,217
VIII-1h Total contributions, gifts and grants$10,217
VIII-3 Investment incomeExcluded from tax $262,766$262,766
VIII-7 Net gain or loss on sales of assetsExcluded from tax $160,283$160,283
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $423,049$433,266
Part IX · Statement of functional expenses $166,189 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $97,930$97,930
IX-11c Accounting feesManagement $12,900$12,900
IX-11f Investment management feesManagement $51,205$51,205
IX-24 Other expenses (24a–d)Programs $1,654 · Management $2,500$4,154
IX-25 Total functional expensesPrograms $99,584 · Management $66,605 · Fundraising $0$166,189
Part X · Balance sheet $9,282,581 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $235,138$267,155
X-10c Land, buildings and equipment, netStart of year $0$216,869
X-11 Publicly traded securitiesStart of year $8,670,292$8,721,057
X-14 Intangible assetsStart of year $80,000$77,500
X-16 Total assetsStart of year $8,985,430$9,282,581
X-25 Other liabilitiesStart of year $34,430$24,355
X-26 Total liabilitiesStart of year $34,430$24,355
X-27 Net assets without donor restrictionsStart of year $8,951,000$9,258,226
X-32 Total net assets or fund balancesStart of year $8,951,000$9,258,226
X-33 Total liabilities and net assetsStart of year $8,985,430$9,282,581
Part XI · Reconciliation of net assets $9,258,226 net assets at year end
XI-1 Total revenue$433,266
XI-2 Total expenses$166,189
XI-3 Revenue less expenses$267,077
XI-4 Net assets at start of year$8,951,000
XI-5 Net unrealized gains (losses) on investments$40,149
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,258,226

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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