Ud Lakefield Family Foundation
EIN 476235028Total Given 2016–2023
$1.6M
122 grants · $200K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $5K–$10K
grant size
43%
supporter · 23/53 multi-year
repeat
$7.0M
Assets (2023)
53
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(212) 822-7647
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $166K | $3.6M | $329K | 15 |
| 2017 | $172K | $4.3M | $471K | 8 |
| 2018 | $184K | $4.1M | $435K | 14 |
| 2020 | $220K | $6.1M | $419K | 19 |
| 2021 | $244K | $7.7M | $415K | 20 |
| 2022 | $323K | $5.9M | $244K | 21 |
| 2023 | $290K | $7.0M | $700K | 25 |
Grant Size Distribution
Based on 122 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$5K
Average
$13K
75th Pctl
$10K
Maximum
$100K
Geographic Distribution
Officers & Directors
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
EC
Evercore Trust Company
7+ yrs
Co-Trustee
BL
Bruce R Lakefield
7+ yrs
Co-Trustee
BL
Bernadine J Lakefield
7+ yrs
Co-Trustee
Grants Awarded (122 total)
| Purpose | ||||
|---|---|---|---|---|
| Us Naval Academy Foundation Inc | Annapolis, MD | $100,000 | CENTER FOR CYBER SECURITY | 2016 |
| Us Naval Academy Foundation Inc | Annapolis, MD | $100,000 | UNRESTRICTED GIFT | 2017 |
| Us Naval Academy Foundation Inc | Annapolis, MD | $82,000 | UNRESTRICTED GIFT | 2022 |
| The Community Ymca Inc | Shrewsbury, NJ | $75,000 | GENERAL | 2023 |
| Us Naval Academy Foundation Inc | Annapolis, MD | $60,000 | UNRESTRICTED GIFT | 2018 |
| Us Naval Academy Foundation Inc | Annapolis, MD | $55,000 | UNRESTRICTED GIFT | 2020 |
| Us Naval Academy Foundation Inc | Annapolis, MD | $55,000 | UNRESTRICTED GIFT | 2021 |
| Guadalupe Center Inc | Immokalee, FL | $50,000 | UNRESTRICTED GIFT | 2022 |
| Guadalupe Center Inc | Immokalee, FL | $40,000 | UNRESTRICTED GIFT | 2020 |
| The Community Ymca | Shrewsbury, NJ | $40,000 | ANNUAL SUPPORT CAMPAIGN; | 2018 |
| Guadalupe Center Inc | Immokalee, FL | $30,000 | UNRESTRICTED GIFT | 2021 |
| Monmouth Conservation Foundation | Middletown, NJ | $30,000 | UNRESTRICTED GIFTS | 2022 |
| The Y of Greater Monmouth County | Shrewsbury, NJ | $25,000 | ANNUAL SUPPORT CAMPAIGN; | 2021 |
| Us Naval Academy Foundation Inc | Annapolis, MD | $25,000 | UNRESTRICTED GIFT | 2023 |
| Wounded Warriors of Collier County | Naples, FL | $25,000 | GENERAL | 2023 |
| Wounded Warriors of Collier County | Naples, FL | $25,000 | GENERAL | 2022 |
| The Y of Greater Monmouth County | Shrewsbury, NJ | $22,100 | ANNUAL SUPPORT CAMPAIGN; | 2020 |
| Mayo Clinic | Rochester, MN | $20,000 | UNRESTRICTED GIFT | 2020 |
| Nature Conservancy | Arlington, VA | $20,000 | UNRESTRICTED GIFT | 2020 |
| St Bonaventure University | St Bonaventure, NY | $20,000 | GENERAL | 2021 |
| Mayo Clinic | Rochester, MN | $20,000 | UNRESTRICTED GIFT | 2021 |
| Mayo Clinic | Rochester, MN | $20,000 | UNRESTRICTED GIFT | 2023 |
| St Matthews House Inc | Naples, FL | $20,000 | UNRESTRICTED GIFT | 2023 |
| Mayo Clinic | Rochester, MN | $20,000 | UNRESTRICTED GIFT | 2022 |
| St Matthews House Inc | Naples, FL | $19,000 | UNRESTRICTED GIFT | 2017 |