Lili P Berndt Trust Emil a and Lili P Berndt

HONOLULU, HI EIN: 99-6002663

Lili P Berndt Trust Emil a and Lili P Berndt is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $246K in total assets. In 2024, it awarded 1 grants totaling $13K. Net investment income was $27K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$246K

+4.5% YoY

Annual Giving

$13K

-3.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$13K

-3.8% YoY

Under IRS private-foundation payout rules, Lili P Berndt Trust Emil a and Lili P Berndt reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Lili P Berndt Trust Emil a and Lili P Berndt

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $66K (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	$246,428	$235,861	$231,211
Revenue	$30,265	$23,954	$4,727
Expenses	$19,695	$19,302	$22,202
Qualifying Distributions	$15,841	$16,361	$18,011
Net Investment Income	$26,955	$20,692	$2,217
Distributable Amount	$16,177	$14,600	$15,210

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 ($12,500).

Recipient	Purpose	Amount
UNIVERSITY OF HAWAII FOUNDATION HONOLULU, HI	GENERAL PURPOSE	$12,500

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 Lili P Berndt Trust Emil a and Lili P Berndt?

As of 2024, Lili P Berndt Trust Emil a and Lili P Berndt holds $246K in total assets with $30K in annual revenue. It awarded 1 grants totaling $13K in 2024.

Where does Lili P Berndt Trust Emil a and Lili P Berndt operate?

Lili P Berndt Trust Emil a and Lili P Berndt has awarded grants in Hawaii.

What size grants does Lili P Berndt Trust Emil a and Lili P Berndt award?

In 2024, Lili P Berndt Trust Emil a and Lili P Berndt awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Lili P Berndt Trust Emil a and Lili P Berndt required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lili P Berndt Trust Emil a and Lili P Berndt reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lili P Berndt Trust Emil a and Lili P Berndt's EIN?

Lili P Berndt Trust Emil a and Lili P Berndt's EIN (Employer Identification Number) is 99-6002663. IRS Form 990 filing data is available on this page for 2020–2024.