The Lakeview Foundation
- Assets
- $2.3m
- Revenue
- $1.3m
- Investments
- $1.8m
- Employees
- 0
- Location
- Greenbrae, CA
- Founding
- 04/2000
- Data as of
- 12/2020
- EIN
- 95-4791558
Organization Overview
The Lakeview Foundation is located in Greenbrae, CA. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lakeview Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2014, Lakeview Foundation has awarded 214 individual grants totaling $45,230,667. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Farah Leschner Executive Director / Secre | 1 | $10,500 | |
Melanie Schow Director | 1 | $6,500 | |
Roger Schow President / Director | 1 | $6,500 | |
Jack Schow Director | 1 | $6,500 | |
Steven Schow CFO / Director | 1 | $6,500 | |
Sam Schow Director | 1 | $6,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Bpm Llp | 12/30/17 | $85,153 |
Perigon Wealth Management Llc | 12/30/17 | $123,038 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $96,424 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,204,986 |
| Capital Gain Net Income | $1,204,986 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,301,410 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $51,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,235 |
| Depreciation | $7,166 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $73,009 |
| Printing and publications | $0 |
| Other expenses | $814,866 |
| Total operating and administrative expenses | $1,055,346 |
| Contributions, gifts, grants paid | $6,865,333 |
| Total expenses and disbursements | $7,920,679 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | -$11,427 |
| Net Accounts receivable | $540,818 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $603,634 |
| Net Land, buildings, and equipment | $37,865 |
| Other assets | $0 |
| Total assets | $2,321,091 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Lakeview Foundation has awarded $5,104,500 in support to 35 organizations.
| Grant Recipient | Amount |
|---|---|
Point Reyes Station, CA PURPOSE: GENERAL SUPPORT | $1,500,000 |
Pasadena, CA PURPOSE: GENERAL SUPPORT | $1,000,000 |
THE HUNTINGTON PURPOSE: GENERAL SUPPORT | $520,000 |
THE NATURE CONSERVANCY PURPOSE: GENERAL SUPPORT | $500,000 |
Point Reyes Station, CA PURPOSE: GENERAL SUPPORT | $500,000 |
MARIN SF FOOD BANK PURPOSE: GENERAL SUPPORT | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The 1440 Foundation Saratoga, CA | $206,653,487 | $19,808,457 |
Merkin Family Foundation Marina Del Rey, CA | $241,752,328 | $31,870,945 |
Hopper-Dean Foundation Menlo Park, CA | $45,438,431 | $29,723,797 |
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Connie And Bob Lurie Foundation Inc Redwood City, CA | $112,597,495 | $25,457,180 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Meadowview Foundation San Rafael, CA | $189,484,174 | $15,305,967 |
Pwb Foundation San Francisco, CA | $347,304,916 | $12,423,770 |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Villa Park, CA | $0 | $7,778,728 |
Autodesk Foundation San Francisco, CA | $47,337 | $16,300,000 |
Priem Family Foundation Burlingame, CA | $0 | -$4,034,198 |