LAZY MF TRUST
https://N/ATotal Given 2017–2022
$9.9M
12 grants · $1.6M avg/year
based on 6 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$150K
typical big bets · $40K–$1.0M
grant size
33%
supporter · 3/9 multi-year
repeat
$2.7M
Assets · 2022
9
Distinct recipients
About
THE TRUST HAS CEASED TO EXIST AND WAS TERMINATED EFFECTIVE DECEMBER 31, 2022. A FINAL DISTRIBUTON OF CASH WAS MADE TO THE VANGUARD CHARITABLE ENDOWMENT PROGRAM, LION AND ROSE DONOR ADVISED FUND ON NOVEMBER 16, 2022. A MINOR AMOUNT OF CASH REMAINING AFTER THE PAYMENT OF FINAL EXPENSES WILL BE PAID TO THE SAME DONEE SHORTLY THEREAFTER.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
SANTA BARBARA SYMPHONY
Phone
7143896521
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $360K | $9.1M | $393K | 4 |
| 2019 | $91K | $8.9M | $436K | 3 |
| 2020 | N/A | $8.9M | $206K | N/A |
| 2021 | $400K | $9.6M | $1.4M | 1 |
| 2022 | $6.4M | $2.7M | $392K | 2 |
| 2022 | $2.6M | $0 | $9K | 2 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$1K
25th Pctl
$40K
Median
$150K
Average
$825K
75th Pctl
$1.0M
Maximum
$6.0M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Jeffry Walker | Executive Dir. | $176K |
| Leisa Cosentino | Finance Direct | $58K |
| JAMES KEARNS | TRUSTEE | — |
| EDWARD ROSSI | Trustee | — |
| Dillon Kearns | Trustee | — |
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| AMERICAN PRAIRIE RESERVE | BOZEMAN, MT | $6,000,000 | TO SUPPORT AMERICAN PRAIRIE'S LAND ACQUISITION CAMPAIGN. | 2022 |
| VANGUARD CHARITABLE ENDOWMENT LION & ROSE FUND | WARWICK, RI | $1,648,010 | TO FURTHER ENVIRONMENTAL AND EDUCATIONAL CAUSES. | 2022 |
| RESOURCES LEGACY FUND | SACRAMENTO, CA | $1,000,000 | TO SUPPORT BEARS EARS INTER TRIBAL COALITION PROJECT. | 2022 |
| VANGUARD CHARITABLE ENDOWMENT LION & ROSE FUND | SAN ANTONIO, TX | $400,000 | TO FURTHER ENVIRONMENTAL AND EDUCATIONAL CAUSES. | 2022 |
| VANGUARD CHARITABLE ENDOWMENT LION & ROSE FUND | SAN ANTONIO, TX | $400,000 | TO FURTHER ENVIRONMENTAL AND EDUCATIONAL CAUSES. | 2021 |
| SANTA BARBARA UNIFIED SCHOOL DISTRI | SANTA BARBARA, CA | $250,000 | EDUCATION | 2017 |
| SANTA BARBARA SYMPHONY | SANTA BARBARA, CA | $50,000 | MUSICAL ENRICHMENT AND EDUCATION | 2019 |
| ORANGE COUNTY COMMUNITY FOUNDATION | NEWPORT BEACH, CA | $50,000 | TO FURTHER THEIR CHARITABLE PURPOSE | 2017 |
| ADELANTE CHARTER SCHOOL | SANTA BARBARA, CA | $40,000 | EDUCATION | 2019 |
| ADELANTE CHARTER SCHOOL | SANTA BARBARA, CA | $30,000 | EDUCATION | 2017 |
| SANTA BARBARA SYMPHONY | SANTA BARBARA, CA | $30,000 | MUSICAL ENRICHMENT AND EDUCATION | 2017 |
| WESTERN LANDOWNERS ALLIANCE | SANTA FE, NM | $1,000 | TO FURTHER THEIR CHARITABLE PURPOSE. | 2019 |