Mary B Lyman Testamentary Trust

HONOLULU, HI EIN: 99-6002325

Mary B Lyman Testamentary Trust is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 9 grants totaling $10K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$560K

+1.7% YoY

Annual Giving

$10K

+75.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

+75.3% YoY

Under IRS private-foundation payout rules, Mary B Lyman Testamentary Trust reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary B Lyman Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $15K (89%)

Hawaii $2K (11%)

States

Florida Hawaii

Cities

HonoluluKaneohePo Box Tampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$560,137	$550,918
Revenue	$34,952	$39,207
Expenses	$25,732	$19,454
Qualifying Distributions	$16,189	$11,659
Net Investment Income	$25,972	$31,412
Distributable Amount	$41,368	$35,587

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospitals for Children ($9,550), The Episcopal Church in Hawaii ($120), Kawaiahao Church ($120).

Recipient	Purpose	Amount
THE EPISCOPAL CHURCH IN HAWAII HONOLULU, HI	UNRESTRICTED GIFT	$120
KAWAIAHAO CHURCH HONOLULU, HI	UNRESTRICTED GIFT	$120
WOMANS BOARD OF MISSION HONOLULU, HI	UNRESTRICTED GIFT	$60
CENTRAL UNION CHURCH OF HONOLULU HONOLULU, HI	UNRESTRICTED GIFT	$120
PARISH OF ST CLEMENTS INC HONOLULU, HI	UNRESTRICTED GIFT	$120
ST ANDREWS CATHEDRAL PARISH HONOLULU, HI	UNRESTRICTED GIFT	$120
HOMELANI CEMETERY KANEOHE, HI	UNRESTRICTED GIFT	$120
ROMAN CATHOLIC CHURCH OF HONOLULU, HI	UNRESTRICTED GIFT	$120
SHRINERS HOSPITALS FOR CHILDREN PO BOX TAMPA, FL	UNRESTRICTED GIFT	$9,550

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 Mary B Lyman Testamentary Trust?

As of 2024, Mary B Lyman Testamentary Trust holds $560K in total assets with $35K in annual revenue. It awarded 9 grants totaling $10K in 2024.

Where does Mary B Lyman Testamentary Trust operate?

Mary B Lyman Testamentary Trust has awarded grants in Florida, Hawaii.

What size grants does Mary B Lyman Testamentary Trust award?

In 2024, Mary B Lyman Testamentary Trust awarded 9 grants totaling $10K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Mary B Lyman Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary B Lyman Testamentary Trust reported a distributable amount of $41K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary B Lyman Testamentary Trust's EIN?

Mary B Lyman Testamentary Trust's EIN (Employer Identification Number) is 99-6002325. IRS Form 990 filing data is available on this page for 2023–2024.