Funder DirectoryLOUISE & YT LUM FOUNDATION
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Private foundation (trust)EIN 237115682Est. 1971-06

LOUISE & YT LUM FOUNDATION

HONOLULU, HI 96817

Accepts unsolicited proposals

Total Assets

$2.3M

FY 2023

Annual Giving

$109K

FY 2023

Grants Made

23

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$100–$15K

Typical

Deadlines

No submission deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$140K

Total Expenses

$134K

Qualifying Distributions

$111K

Distributable Amount

$102K

Min. Investment Return

$103K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

23 grants

Grant sizes from minimum $100 through median $5K to maximum $15K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $111K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

81 grants

APPRAISAL INST ED TRUST
$73K
4 grants
PUNAHOU SCHOOL
$71K
10 grants
ST FRANCIS HEALTHCARE FOUND OF HI
$41K
4 grants
LOMA LINDA UNIVERSITY
$35K
2 grants
WASHINGTON & JEFFERSON COLLEGE
$28K
4 grants
AMERICAN RED CROSS OF HAWAII
$25K
2 grants
HAWAII YOUTH SYMPHONY
$25K
3 grants
UNIVERSITY OF HAWAII
$22K
1 grant

Grant Size Distribution

81 grants

<$10K
71
grants
$10–50K
10
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Hawaii
$230K
57% of total
Illinois
$74K
18% of total
California
$36K
9% of total
Pennsylvania
$29K
7% of total
New York
$17K
4% of total
Colorado
$11K
3% of total
Virginia
$10K
2% of total

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