Mabel C Ladd Trust Estate

HONOLULU, HI EIN: 99-6003555

Mabel C Ladd Trust Estate is a private foundation focused on Education, based in HONOLULU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $57K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-3.2% YoY

Annual Giving

$57K

-10.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$29K

-10.9% YoY

Under IRS private-foundation payout rules, Mabel C Ladd Trust Estate reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.

About Mabel C Ladd Trust Estate

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $315K (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	$1,171,311	$1,210,626	$1,244,427
Revenue	$42,852	$53,710	$61,275
Expenses	$81,937	$87,325	$92,826
Qualifying Distributions	$64,261	$70,888	$73,452
Net Investment Income	$25,606	$37,793	$43,044
Distributable Amount	$68,742	$63,222	$69,049

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Iolani School ($28,500), The St Andrew's Schools ($28,500).

Recipient	Purpose	Amount
IOLANI SCHOOL HONOLULU, HI	SCHOLARSHIP	$28,500
The St Andrew's Schools Honolulu, HI	SCHOLARSHIP	$28,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Mabel C Ladd Trust Estate?

Mabel C Ladd Trust Estate is a private foundation focused on Education, based in HONOLULU, HI. It holds $1.2M in total assets as of 2024.

How large is Mabel C Ladd Trust Estate?

As of 2024, Mabel C Ladd Trust Estate holds $1.2M in total assets with $43K in annual revenue. It awarded 2 grants totaling $57K in 2024.

Where does Mabel C Ladd Trust Estate operate?

Mabel C Ladd Trust Estate has awarded grants in Hawaii.

What size grants does Mabel C Ladd Trust Estate award?

In 2024, Mabel C Ladd Trust Estate awarded 2 grants totaling $57K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Mabel C Ladd Trust Estate required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mabel C Ladd Trust Estate reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.