Nonprofit · EIN 47-6235028
UD LAKEFIELD FAMILY FDN
Tax-exempt · NEW YORK, NY 10055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $810,912 | $385,677 | $425,235 | $3,272,860 | $0 | $3,272,860 |
| December 31, 2023 | 990-PF | $699,932 | $328,315 | $371,617 | $3,221,603 | $0 | $3,221,603 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $397,312
- Dividends
- $132,295
- Net gain from sales of assets
- $281,305
Expenses
- Grants and similar amounts paid
- $329,449
- Compensation of officers, directors and key employees
- $43,859
- Disbursements for charitable purposes
- $346,993
- Excise tax on investment income
- $5,310
Balance sheet and other
- Total assets, start of year
- $3,221,603
- Total assets, end of year
- $3,272,860
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,272,860
- Fair market value of assets
- $8,633,828
- Qualifying distributions
- $346,993
- Net investment income
- $409,896
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVERCORE TRUST COMPANY 55 EAST 52ND STREET, NEW YORK, NY 10055 | CO-TRUSTEE | 1 | $43,859 |
| BRUCE R LAKEFIELD 253 CHESHIRE WAY, NAPLES, FL 341104410 | CO-TRUSTEE | 1 | $0 |
| BERNADINE J LAKEFIELD 253 CHESHIRE WAY, NAPLES, FL 341104410 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVERCORE TRUST COMPANY 55 EAST 52ND STREET, NEW YORK, NY 10055 | CO-TRUSTEE | 1 | $35,077 |
| BRUCE R LAKEFIELD 253 CHESHIRE WAY, NAPLES, FL 341104410 | CO-TRUSTEE | 1 | $0 |
| BERNADINE J LAKEFIELD 253 CHESHIRE WAY, NAPLES, FL 341104410 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 55 EAST 52ND STREET, NEW YORK, NY 10055-0002
- In care of
- % EVERCORE TRUST COMPANY NA
- Signed the 990-PF
- RICHARD DILEO, TRUSTEE
- Phone
- (212) 822-7647
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6235028
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,272,860
- Income (IRS master file)
- $1,035,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $810,912 | $385,677 | $3,272,860 | IRS |
| 990-PF | December 2023 | $699,932 | $328,315 | $3,221,603 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6235028).
Questions about UD LAKEFIELD FAMILY FDN
- What is the EIN of UD LAKEFIELD FAMILY FDN?
- The employer identification number (EIN) of UD LAKEFIELD FAMILY FDN is 47-6235028.
- Is UD LAKEFIELD FAMILY FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to UD LAKEFIELD FAMILY FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UD LAKEFIELD FAMILY FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UD LAKEFIELD FAMILY FDN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UD LAKEFIELD FAMILY FDN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of UD LAKEFIELD FAMILY FDN?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $43,859 (EVERCORE TRUST COMPANY, CO-TRUSTEE).
- How much revenue does UD LAKEFIELD FAMILY FDN have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $810,912, expenses of $385,677 and total assets of $3,272,860 at year end.
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