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UD LAKEFIELD FAMILY FOUNDATION

NEW YORK, NY · EIN 476235028 · Form 990PF · FY2024 · NTEE T22 · Philanthropy & Grantmaking · Small ($100K-$1M)
revenue
$811K
expenses
$56K
net assets
$3.3M
employees
profile · synthesized from sources

Private family foundation based in New York that makes grants to a variety of nonprofit organizations across the United States. The foundation supports general operations, unrestricted initiatives, and scholarship programs at recipient institutions. Focus areas include education, healthcare, youth development, and conservation.

named programs · 2 · from sources

What they call their work

General Support Grants
Unrestricted and general-purpose grants to nonprofit organizations including St. Matthew's House, Guadalupe Center, and the Nature Conservancy
Scholarship Support Program
Provides funding for scholarships through organizations such as Naples Yacht Club-Blue Gavel Sch FD
activities · 5 groups

What they do

  • General Operating Support Grants 2 activities
    • Funding community and social service nonprofits
      Supports community-based organizations such as Guadalupe Center Inc with unrestricted gifts aimed at enhancing local services and programs.
    • Funding general support grants to nonprofit organizations
      Provides unrestricted or general support grants to a range of nonprofit organizations, including community service, health, education, and veterans' support entities. Recipients include The Community YMCA Inc, Warrior Homes of Collier, St Matthews House Inc, Naples Community Hospital, and International Fellowship.
  • Environmental Conservation Grantmaking 1 activity
    • Funding environmental conservation efforts
      Supports environmental preservation through unrestricted grants to organizations such as The Nature Conservancy.
  • Hospital and Medical Center Support 1 activity
    • Funding health and medical research institutions
      Provides unrestricted gifts to major health and medical institutions, including St Jude Children's Research Hospital and Mayo Clinic, to support their operations and research initiatives.
  • Veteran Support Grantmaking 1 activity
    • Funding military and maritime service organizations
      Provides unrestricted gifts to support members and programs of service-related foundations, including the US Naval Academy Foundation Inc and the Coast Guard Foundation.
  • Uncategorized 1 activity
    • Funding scholarships through designated funds
      Awards grants to scholarship-focused funds such as the Naples Yacht Club-Blue Gavel Sch Fd to support educational opportunities.
financials · form 990PF · fy2024
revenue
Total revenue$811K
Contributions & grants$397K49%
Program service revenue
Investment income$132K16%
Other revenue$281K
expenses
Total expenses$56K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$44K
Grants paid out$329K
balance sheet
Total assets$3.27M
Cash
Investments
Liabilities
Net assets$3.27M
5 years on record · 2020–2024 · YoY revenue +15.9%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
EVERCORE TRUST COMPANY CO-TRUSTEE 1 $44K
board members · 2
  • BERNADINE J LAKEFIELD — CO-TRUSTEE
  • BRUCE R LAKEFIELD — CO-TRUSTEE
relationships · 12

Who they work with

  • COAST GUARD FOUNDATION Partner — Recipient of an $8,000 unrestricted gift in 2024
  • GUADALUPE CENTER INC Partner — Recipient of a $38,449 unrestricted gift in 2024
  • INTERNATIONAL FELLOWSHIP OF Partner — Recipient of a $10,000 grant for general support in 2024
  • MAYO CLINIC Partner — Recipient of a $10,000 unrestricted gift in 2024
  • NAPLES COMMUNITY HOSPITAL Partner — Recipient of a $15,000 grant for general support in 2024
  • NAPLES YACHT CLUB-BLUE GAVEL SCH FD Partner — Recipient of a $10,000 grant for scholarships in 2024
  • NATURE CONSERVANCY Partner — Recipient of a $10,000 unrestricted gift in 2024
  • ST JUDE CHILDREN'S RESEARCH HOSP Partner — Recipient of a $10,000 unrestricted gift in 2024
  • ST MATTHEWS HOUSE INC Partner — Recipient of a $20,000 unrestricted gift in 2024
  • THE COMMUNITY YMCA INC Partner — Recipient of a $65,000 grant for general support in 2024
  • US NAVAL ACADEMY FOUNDATION INC Partner — Recipient of a $50,000 unrestricted gift in 2024
  • WARRIOR HOMES OF COLLIER Partner — Recipient of a $20,000 grant for general support in 2024