Ud Lakefield Family Foundation
UD Lakefield Family Foundation is a private foundation based in New York, New York. Its 2024 filing lists grants to charitable organizations in several states, including organizations working in education, health, community services, and support for military families.
Ud Lakefield Family Foundation at a glance
In short: Ud Lakefield Family Foundation gave $329K across 26 grants in 2024 (avg $13K), top state Florida. 15% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $329,449
- +13.8% vs 2023
- Grants made (2024)
- 26
- +4.0% vs 2023
- Average grant
- $12,671
- +9.4% vs 2023
- Median grant
- $6,250
- Total assets
- $3,272,860
- +1.6% vs 2023
- New grantees (estimate)
- 15% first-time grantees (4 of 26, 2024)
- Primary geography
- Florida (38% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ud Lakefield Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 55 East 52Nd Street, New York, NY 10055
Phone: (212) 822-7647
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ud Lakefield Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Community YMCA Inc ($65K). Together the top 10 received $248K.
Grant Size Distribution
111 grants across all recorded years
The most common grant size was under $50K: 104 grants of 111 (94%).
Geographic Focus
Where this funder awards grants
In 2024, Florida received 38% of grant dollars, New Jersey 24%, Maryland 16%, Virginia 6%, and Illinois 5%. Listed recipients also included organizations in Minnesota, Tennessee, Connecticut, Pennsylvania, and other states.
Grant Distribution by State
Share of 2024 grant dollars across all 26 itemized grants.
States
Cities
Is Ud Lakefield Family Foundation open to new grantees?
15%
first-time grantees, 2024
In 2024, 4 of 26 grantees (15%) were first-time recipients. First grants averaged $11K; repeat grants $13K. How we count
Medians: $10K first-time, $6K repeat.
- 85% of 2024 grantees were also funded in 2023. Method
- Giving grew 35% from 2021 to 2024. Method
- In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $220K (2020) to $329K (2024). In 2024 it made 26 grants totaling $329K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Community YMCA Inc Shrewsbury, NJ | General | $65,000 |
| US Naval Academy Foundation Inc Annapolis, MD | Unrestricted Gift | $50,000 |
| Guadalupe Center Inc Immokalee, FL | Unrestricted Gift | $38,449 |
| Warrior Homes of Collier Naples, FL | General | $20,000 |
| St Matthews House Inc Naples, FL | Unrestricted Gift | $20,000 |
| Naples Community Hospital Naples, FL | General | $15,000 |
| International Fellowship of Chicago, IL | General | $10,000 |
| Mayo Clinic Rochester, MN | Unrestricted Gift | $10,000 |
| Nature Conservancy Arlington, VA | Unrestricted Gift | $10,000 |
| Naples Yacht Club-Blue Gavel Sch FD Naples, FL | Scholarships | $10,000 |
Ready to take the next step with Ud Lakefield Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,272,860 | $810,912 | $385,677 | $329,449 | 26 | $346,993 | $382,024 | $395,094 |
| 2023 | $3,221,603 | $699,932 | $328,315 | $289,500 | 25 | $303,531 | $468,162 | $319,349 |
| 2022 | $3,034,376 | $244,337 | $366,623 | $323,000 | 21 | $337,336 | $214,702 | $323,157 |
| 2021 | $3,147,709 | $415,341 | $283,980 | $244,500 | 20 | $259,019 | $386,624 | $335,966 |
| 2020 | $3,028,669 | $419,120 | $255,829 | $220,100 | 19 | — | $197,279 | $257,102 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose own missions include education for children in Immokalee (Guadalupe Center), services for people experiencing hunger, homelessness, or addiction in Southwest Florida (St. Matthew’s House), and medical and dental care for low-income, uninsured Collier County residents (Neighborhood Health Clinic).
Other 2024 recipients describe missions involving health and well-being (Naples Community Hospital and Mayo Clinic), humanitarian aid for Christians and Jews (International Fellowship of Christians and Jews), and support for Coast Guard members, spouses, and children (Coast Guard Foundation). These are the grantees’ stated missions, not a stated mission of the foundation.
Grantmaking
In 2024, the foundation reported 26 grants totaling $329,449. Grants ranged from $1,000 to $65,000, with a median grant of $6,250.
The largest listed grants were $65,000 to The Community YMCA Inc. in Shrewsbury, New Jersey; $50,000 to US Naval Academy Foundation Inc. in Annapolis, Maryland; and $38,449 to Guadalupe Center Inc. in Immokalee, Florida. Other listed grants included $20,000 each to Warrior Homes of Collier and St. Matthew’s House, both in Naples, Florida, and $15,000 to Naples Community Hospital.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Evercore Trust Company, Bruce R. Lakefield, and Bernadine J. Lakefield as co-trustees.
Ud Lakefield Family Foundation's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Evercore Trust Company
Co-Trustee
On filings since 2020
1 hr/week
$27K (2020) → $44K (2024)
Bernadine J. Lakefield
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Bruce R. Lakefield
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $44K, to Evercore Trust Company (Co-Trustee).
Frequently asked questions about Ud Lakefield Family Foundation
How much does Ud Lakefield Family Foundation give each year?
Ud Lakefield Family Foundation gave $329K across 26 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $290K across 25 grants.
What is Ud Lakefield Family Foundation's typical grant size?
Ud Lakefield Family Foundation's median grant in 2024 was $6,250, and its average grant was $12,671, across 26 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Ud Lakefield Family Foundation that year got $11K on average.
Where does Ud Lakefield Family Foundation give grants?
Ud Lakefield Family Foundation's top state is Florida, with 38% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New Jersey (24%) and Maryland (16%). The most frequent recipient cities were Naples, FL (7 grants) and Fort Myers, FL (2 grants).
Does Ud Lakefield Family Foundation give general operating support?
Yes: 92% of Ud Lakefield Family Foundation's 2024 grants with a stated purpose (24 of 26) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Ud Lakefield Family Foundation's largest grantees?
Ud Lakefield Family Foundation's largest 2024 grantees include The Community YMCA Inc ($65,000), US Naval Academy Foundation Inc ($50,000) and Guadalupe Center Inc ($38,449), according to its 2024 IRS Form 990-PF. Together they received 47% of its itemized 2024 grant dollars.
How large is Ud Lakefield Family Foundation?
Ud Lakefield Family Foundation reported $3.3M in total assets on its 2024 IRS Form 990-PF. It paid out $347K in qualifying distributions that year, against a required minimum of $395K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Ud Lakefield Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations whose own missions include education for children in Immokalee (Guadalupe Center), services for people experiencing hunger, homelessness, or addiction in Southwest Florida (St. See mission & focus areas ↑
How do I apply for a grant from Ud Lakefield Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Ud Lakefield Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Ud Lakefield Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Ud Lakefield Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Ud Lakefield Family Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/ud-lakefield-family-foundation-morg_e8cf5e0b8bb041b985d6753d44ca88e2
BibTeX
@misc{grantable_476235028_2026,
author = {{Grantable}},
title = {{Ud Lakefield Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ud-lakefield-family-foundation-morg_e8cf5e0b8bb041b985d6753d44ca88e2},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ud Lakefield Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ud Lakefield Family Foundation down — hundreds of funders to go?