Ud Lakefield Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 26 grants totaling $329K. Net investment income was $382K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.3M
+1.6% YoY
Annual Giving
$329K
+13.8% YoY
Grant Count
26
+4.0% YoY
Avg Grant Size
$13K
+9.4% YoY
Under IRS private-foundation payout rules, Ud Lakefield Family Foundation reported a distributable amount of $395K for 2024 — the minimum it must pay out in qualifying distributions.
About Ud Lakefield Family Foundation
Based on IRS filings
Ud Lakefield Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 26 grants totaling $329K. Net investment income was $382K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,272,860 | $3,221,603 | $3,034,376 |
| Revenue | $810,912 | $699,932 | $244,337 |
| Expenses | $385,677 | $328,315 | $366,623 |
| Qualifying Distributions | $346,993 | $303,531 | $337,336 |
| Net Investment Income | $382,024 | $468,162 | $214,702 |
| Distributable Amount | $395,094 | $319,349 | $323,157 |
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 2024
Grant Size Distribution
111 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Community Ymca Inc ($65,000), Us Naval Academy Foundation Inc ($50,000), Guadalupe Center Inc ($38,449).
| Recipient | Purpose | Amount |
|---|---|---|
| INTANDEM CYCLING INC NEW YORK, NY | GENERAL | $2,500 |
| HARRY CHAPIN FOOD BANK FORT MYERS, FL | GENERAL | $5,000 |
| RIVER PLAZA PARENT FACULTY RED BANK, NJ | GENERAL | $5,000 |
| NAPLES COMMUNITY HOSPITAL NAPLES, FL | GENERAL | $15,000 |
| NATIONAL GYMNASTICS FOUNDATION INC INDIANAPOLIS, IL | GENERAL | $5,000 |
| COAST GUARD FOUNDATION STONINGTON, CT | UNRESTRICTED GIFT | $8,000 |
| THE COMMUNITY YMCA INC SHREWSBURY, NJ | GENERAL | $65,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION ALEXANDRIA, VA | SCHOLARSHIPS | $5,000 |
| US NAVAL ACADEMY FOUNDATION INC ANNAPOLIS, MD | UNRESTRICTED GIFT | $50,000 |
| LEHIGH UNIVERSITY BETHLEHEM, PA | UNRESTRICTED GIFT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EVERCORE TRUST COMPANY | CO-TRUSTEE | 1 | $43,859 |
| BRUCE R LAKEFIELD | CO-TRUSTEE | 1 | — |
| BERNADINE J LAKEFIELD | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ud Lakefield Family Foundation?
Ud Lakefield Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $3.3M in total assets as of 2024.
How large is Ud Lakefield Family Foundation?
As of 2024, Ud Lakefield Family Foundation holds $3.3M in total assets with $811K in annual revenue. It awarded 26 grants totaling $329K in 2024.
Where does Ud Lakefield Family Foundation operate?
Ud Lakefield Family Foundation has awarded grants in Connecticut, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does Ud Lakefield Family Foundation award?
In 2024, Ud Lakefield Family Foundation awarded 26 grants totaling $329K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Ud Lakefield Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ud Lakefield Family Foundation reported a distributable amount of $395K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ud Lakefield Family Foundation's EIN?
Ud Lakefield Family Foundation's EIN (Employer Identification Number) is 47-6235028. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ud Lakefield Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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