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Ud Lakefield Family Foundation is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 2002. The principal officer is Evercore Trust Company Na. It holds total assets of $3.3M. Annual income is reported at $1M. Total assets have grown from $2M in 2011 to $3.2M in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 5 states, including New York, Florida, Virginia. According to available records, Ud Lakefield Family Foundation has made 81 grants totaling $1.1M, with a median grant of $8K. Annual giving has grown from $220K in 2020 to $646K in 2022. Individual grants have ranged from $1K to $82K, with an average award of $14K. The foundation has supported 32 unique organizations. The foundation primarily supports organizations in Florida, Maryland, New Jersey, which account for 52% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$5K
Average Grant
$12K
Largest Grant
$55K
Based on 19 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ud Lakefield Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 81 grants. Its grantmaking reaches organizations primarily in FL, MD, NJ.
Ud Lakefield Family Foundation has distributed a total of $1.1M across 81 grants. The median grant size is $8K, with an average of $14K. Individual grants have ranged from $1K to $82K.
Ud Lakefield Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Ud Lakefield Family Foundation is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Evercore Trust Company | CO-TRUSTEE | $36K | $0 | $36K |
| Bernadine J Lakefield | CO-TRUSTEE | $0 | $0 | N/A |
| Bruce R Lakefield | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$328K
Total Assets
$3.2M
Fair Market Value
$7M
Net Worth
$3.2M
Grants Paid
$290K
Contributions
$204K
Net Investment Income
$468K
Distribution Amount
$319K
Total: $3.1M
Total Grants
81
Total Giving
$1.1M
Average Grant
$14K
Median Grant
$8K
Unique Recipients
32
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Us Naval Academy Foundation IncUNRESTRICTED GIFT | Annapolis, MD | $82K | 2022 |
| Guadalupe Center IncUNRESTRICTED GIFT | Immokalee, FL | $50K | 2022 |
| Monmouth Conservation FoundationUNRESTRICTED GIFTS | Middletown, NJ | $30K | 2022 |
| Wounded Warriors Of Collier CountyGENERAL | Naples, FL | $25K | 2022 |
| Mayo ClinicUNRESTRICTED GIFT | Rochester, MN | $20K | 2022 |
| Nature ConservancyUNRESTRICTED GIFT | Arlington, VA | $10K | 2022 |
| Memorial Sloane Kettering Cancer CtrUNRESTRICTED GIFT | New York, NY | $10K | 2022 |
| Fiver Children'S FoundationUNRESTRICTED GIFT | New York, NY | $10K | 2022 |
| John HopkinsUNRESTRICTED GIFTS | Baltimore, MD | $10K | 2022 |
| Naples Yacht Club-Blue Gavel Sch FdSCHOLARSHIPS | Naples, FL | $10K | 2022 |
| St Matthews House IncUNRESTRICTED GIFT | Naples, FL | $10K | 2022 |
| The Patriot Fund IncUNRESTRICTED GIFTS | Mt Laurel, NJ | $8K | 2022 |
| Coast Guard FoundationUNRESTRICTED GIFT | Stonington, CT | $8K | 2022 |
| Lehigh UniversityUNRESTRICTED GIFT | Bethlehem, PA | $5K | 2022 |
| Meals Of HopeGENERAL | Naples, FL | $5K | 2022 |
| Harry Chapin Food BankGENERAL | Fort Myers, FL | $5K | 2022 |
| Garguilo Education CenterUNRESTRICTED GIFT | Naples, FL | $5K | 2022 |
| Ballet VirginiaUNRESTRICTED GIFTS | Norfolk, VA | $5K | 2022 |
| St Jude Children'S Research HospUNRESTRICTED GIFT | Memphis, TN | $5K | 2022 |
| Neighborhood Health ClinicUNRESTRICTED GIFT | Naples, FL | $5K | 2022 |
| Marine Corps Scholarship FoundationSCHOLARSHIPS | Alexandria, VA | $5K | 2022 |
| The Y Of Greater Monmouth CountyANNUAL SUPPORT CAMPAIGN; | Shrewsbury, NJ | $25K | 2021 |
| St Bonaventure UniversityGENERAL | St Bonaventure, NY | $20K | 2021 |