Harold Lloyd Lyon Trust Uw

HONOLULU, HI EIN: 99-0261240

Harold Lloyd Lyon Trust Uw is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $936K in total assets. In 2024, it awarded 1 grants totaling $54K. Net investment income was $101K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$936K

+4.4% YoY

Annual Giving

$54K

-5.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$54K

-5.3% YoY

Under IRS private-foundation payout rules, Harold Lloyd Lyon Trust Uw reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold Lloyd Lyon Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $281K (100%)

States

Hawaii

Cities

Honolulu

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$936,114	$896,954	$934,487
Revenue	$113,978	$40,156	$77,739
Expenses	$74,863	$77,685	$87,230
Qualifying Distributions	$62,388	$58,837	$70,340
Net Investment Income	$101,089	$22,317	$61,372
Distributable Amount	$62,117	$57,977	$62,271

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Hawaii Foundation ($54,000).

Recipient	Purpose	Amount
UNIVERSITY OF HAWAII FOUNDATION HONOLULU, HI	UNRESTRICTED GIFT	$54,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Harold Lloyd Lyon Trust Uw?

As of 2024, Harold Lloyd Lyon Trust Uw holds $936K in total assets with $114K in annual revenue. It awarded 1 grants totaling $54K in 2024.

Where does Harold Lloyd Lyon Trust Uw operate?

Harold Lloyd Lyon Trust Uw has awarded grants in Hawaii.

What size grants does Harold Lloyd Lyon Trust Uw award?

In 2024, Harold Lloyd Lyon Trust Uw awarded 1 grants totaling $54K — an average of about $54K per grant, based on its IRS Form 990 filings.

How much is Harold Lloyd Lyon Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold Lloyd Lyon Trust Uw reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.