Louise & Yt Lum Foundation

HONOLULU, HI EIN: 23-7115682

Louise & Yt Lum Foundation is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 22 grants totaling $110K. Net investment income was $73K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

-3.0% YoY

Annual Giving

$110K

+0.9% YoY

Grant Count

-4.3% YoY

Avg Grant Size

$5K

+5.5% YoY

Under IRS private-foundation payout rules, Louise & Yt Lum Foundation reported a distributable amount of $119K for 2024 — the minimum it must pay out in qualifying distributions.

About Louise & Yt Lum Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $309K (60%)

Illinois $84K (16%)

California $37K (7%)

Pennsylvania $29K (6%)

New York $22K (4%)

Colorado $21K (4%)

Virginia $15K (3%)

States

California Colorado Hawaii Illinois New York Pennsylvania Virginia

Cities

ArlingtonBoulderChicagoGardenaHonoluluLoma LindaNew YorkPhiladelphiaStanfordWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,385,097	$2,458,121	$2,452,779
Revenue	$60,081	$139,579	$416,820
Expenses	$133,105	$134,237	$131,071
Qualifying Distributions	$112,274	$111,185	$110,085
Net Investment Income	$73,145	$66,399	$193,576
Distributable Amount	$118,915	$102,377	$101,411

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

103 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hawaii Youth Symphony ($15,000), University of Hawaii Foundation ($14,737), Manoa Heritage Center ($10,000).

Recipient	Purpose	Amount
APPRAISAL INST ED TRUST CHICAGO, IL	GENERAL FUND & SECURITY UPGRADES	$9,000
BAMBOO RIDGE PRESS HONOLULU, HI	GIFT FOR GENERAL USE	$100
CENTRAL UNION CHURCH HONOLULU, HI	GIFT FOR GENERAL USE	$5,000
COUNSELORS OF REAL ESTATE CHICAGO, IL	GIFT FOR GENERAL USE	$600
HAWAII CHINESE HISTORY CENTER HONOLULU, HI	GIFT FOR GENERAL USE	$500
HAWAII YOUTH SYMPHONY HONOLULU, HI	MUSIC FOR CLUBHOUSE PROGRAM	$15,000
INSTIT OF REAL ESTATE MGMT CHICAGO, IL	GIFT FOR GENERAL USE	$600
IOLANI SCHOOL HONOLULU, HI	GIFT FOR GENERAL USE	$1,250
MANOA HERITAGE CENTER HONOLULU, HI	ORAL HISTORY PROGRAM	$10,000
NATURE CONSERVANCY ARLINGTON, VA	GIFT FOR GENERAL USE	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TAN TEK LUM	CHAIRMAN	—	—
JON TEK LUM	VICE-CHMN	—	—
WING TEK LUM	SECRETARY	—	—

Frequently Asked Questions

How large is Louise & Yt Lum Foundation?

As of 2024, Louise & Yt Lum Foundation holds $2.4M in total assets with $60K in annual revenue. It awarded 22 grants totaling $110K in 2024.

Where does Louise & Yt Lum Foundation operate?

Louise & Yt Lum Foundation has awarded grants in California, Colorado, Hawaii, Illinois, New York, Pennsylvania, Virginia.

What size grants does Louise & Yt Lum Foundation award?

In 2024, Louise & Yt Lum Foundation awarded 22 grants totaling $110K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Louise & Yt Lum Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Louise & Yt Lum Foundation reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.