Carlos E Wakefield - Beatrice E Wakefield
Carlos E Wakefield - Beatrice E Wakefield is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $755K in total assets. In 2025, it awarded 17 grants totaling $46K. Net investment income was $14K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$755K
-4.2% YoY
Annual Giving
$46K
+86.3% YoY
Grant Count
17
+183.3% YoY
Avg Grant Size
$3K
-34.2% YoY
Under IRS private-foundation payout rules, Carlos E Wakefield - Beatrice E Wakefield reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
About Carlos E Wakefield - Beatrice E Wakefield
Based on IRS filings
Carlos E Wakefield - Beatrice E Wakefield is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $755K in total assets. In 2025, it awarded 17 grants totaling $46K. Net investment income was $14K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $755,458 | $788,759 | $772,721 |
| Revenue | $20,873 | $50,401 | $-3,499 |
| Expenses | $56,607 | $34,365 | $55,099 |
| Qualifying Distributions | $48,923 | $27,704 | $48,845 |
| Net Investment Income | $13,804 | $43,844 | $7,242 |
| Distributable Amount | $41,074 | $35,600 | $34,106 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Husson University ($7,850), University of Vermont ($5,800), University of Maine at Orono ($5,450).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NEW ENGLAND BIDDEFORD, ME | SCHOLARSHIP | $1,600 |
| HUSSON UNIVERSITY BANGOR, ME | SCHOLARSHIP | $7,850 |
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTT CHARLOTTE, NC | SCHOLARSHIP | $1,000 |
| OKLAHOMA STATE UNIVERSITY OKLAHOMA CITY, OK | SCHOLARSHIP | $1,000 |
| SOUTH DAKOTA STATE UNIVERSITY BROOKINGS, SD | SCHOLARSHIP | $1,150 |
| COMMUNITY COLLEGE OF VERMONT MONTPELIER, VT | SCHOLARSHIP | $1,600 |
| UNIVERSITY OF VERMONT BURLINGTON, VT | SCHOLARSHIP | $5,800 |
| KENNEBEC VALLEY COMMUNITY COLLEGE FAIRFIELD, ME | SCHOLARSHIP | $1,150 |
| UNIVERSITY OF MAINE AT PRESQUE ISLE PRESQUE ISLE, ME | SCHOLARSHIP | $2,600 |
| UNIVERSITY OF MAINE FARMINGTON FARMINGTON, ME | SCHOLARSHIP | $4,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE | 1 | $9,425 |
Frequently Asked Questions
How large is Carlos E Wakefield - Beatrice E Wakefield?
As of 2025, Carlos E Wakefield - Beatrice E Wakefield holds $755K in total assets with $21K in annual revenue. It awarded 17 grants totaling $46K in 2025.
Where does Carlos E Wakefield - Beatrice E Wakefield operate?
Carlos E Wakefield - Beatrice E Wakefield has awarded grants in Florida, Iowa, Maine, North Carolina, New Hampshire, New Jersey, New York, Oklahoma, South Dakota, Vermont.
What size grants does Carlos E Wakefield - Beatrice E Wakefield award?
In 2025, Carlos E Wakefield - Beatrice E Wakefield awarded 17 grants totaling $46K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Carlos E Wakefield - Beatrice E Wakefield required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Carlos E Wakefield - Beatrice E Wakefield reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carlos E Wakefield - Beatrice E Wakefield's EIN?
Carlos E Wakefield - Beatrice E Wakefield's EIN (Employer Identification Number) is 22-2929235. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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