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· Private foundation

Louise & Yt Lum Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$120k
Granted FY2025still arriving
23
Grants FY2025still arriving
8
States reached
$15k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$286kArts & Culture$97kHealth$72kHousing & Shelter$41kFood & Nutrition$27kPublic Safety & Disaster$25kCrime & Legal$21kEnvironment$20kOther$0
02FY2025 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k16 grants · $34k
  • $10k–50k7 grants · $86k
$5,000
Median grant
8
States reached
$2.4M
Total assets
Largest grants
RecipientAmount
APPRAISAL INST ED TRUST$15,350
HAWAII YOUTH SYMPHONY$15,000
UNIVERSITY OF HAWAII FOUNDATION$14,737
ST FRANCIS HEALTHCARE FOUND OF HI$10,600
MANOA HERITAGE CENTER$10,000
PALAMA SETTLEMENT$10,000
ALL ROADS$10,000
NATURE CONSERVANCY$5,000
CENTRAL UNION CHURCH$5,000
PUNAHOU SCHOOL$5,000
HAWAII FOOD BANK$5,000
Individual grant recipient$5,000
PUNAHOU SCHOOL$5,000
THE TCHEREPNIN SOCIETY$1,000
YMCA OF HONOLULU$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–25, $30k) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%AMERICAN RED CROSS OF HAWAII: $13k → 9%AMERICAN RED CROSS OF HAWAII: $13k → 9%YMCA OF HONOLULU: $1k → 9%YMCA OF HONOLULU: $1k → 9%YMCA OF HONOLULU: $1k → 9%YMCA OF HONOLULU: $1k → 9%YMCA OF HONOLULU: $1k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
IL
NY
PA
CA
CO
VA
HI
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 10% of Louise & Yt Lum Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 61% of the giving stays in HI; by stated purpose, 57%.

Louise & Yt Lum Foundationlessmore of its giving
Placed by recipient address · 6.3% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

94%of every dollar goes to organizations it has funded before.
$537k · 21 repeat orgs$32k to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against -53% for those funded once.

21 repeat relationships: 17 still active in FY2025, 4 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
2

Total granted

$537k
$22k

Median revenue growth · since first grant

+46%
-53%

Still filing today

67%
50%

New vs renewed · share of each year

In FY2025, 91% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24’25
EducationArts & CultureHuman ServicesHealthCommunity ImprovementHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • PS
    PUNAHOU SCHOOL
    6× · 2020–2025 · $96k · revenue +40%
  • HY
    HAWAII YOUTH SYMPHONY ASSOCIATION
    5× · 2021–2025 · $55k · revenue +52%
  • MH
    MANOA HERITAGE CENTER FKA MANOA VALLEY CULTURAL HERITAGE FOUND
    5× · 2021–2025 · $35k · revenue +41%

Funded once

  • UO
    UNIVERSITY OF HAWAII
    one grant, 2021 · $22k
  • SF
    Straub Foundation
    one grant, 2022 · $100 · revenue -53%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Hawaii Medical Association

Hawaii medical association is dedicated to serving physicians, their patients and community through representation, advocacy, and public service. core activities: advocacy, education

—
2
Hawaii Preparatory Academy

To provide exceptional learning opportunities in a diverse community honoring the traditions of hawaii. see schedule o.

Education
3
Kapi'olani Medical Specialists

Kapi'olani medical specialists (dba hawai'i pacific health medical group) is a multispecialty provider group dedicated to providing world-class care for adults and children across hawai'i and the pacific region working in partnership with…

Health
4
Kaua'i Medical Clinic

Kaua'i medical clinic, an affliate of hawai'i pacific health, is a multi-specialty clinic dedicated to providing world-class care for adults and children across hawai'i and the pacific region in partnership with kapi'olani medical center…

Health
5
Hawaii Pacific University

Hawaii pacific university is an international learning community set in the rich cultural context of hawaii. students from around the world join us for an american education built on a liberal arts foundation. our innovative undergraduate…

Education
6
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
7
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
8
Chaminade University of Honolulu

Chaminade university offers its students an education in a collaborative learning environment that prepares them for life, work and service. guided by its catholic, marianist and liberal arts educational traditions, chaminade encourages…

Education
9
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
10
Hawaii Public Television Foundation Dba Pbs Hawaii

The mission of pbs hawai'i is to advance learning and discovery by sharing stories that profoundly touch lives. we bring the world to hawai'i and hawai'i to the world.

Arts & Culture
11
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
12
Seton Hall University

Seton hall university is a catholic institution of higher education

—
How this is measured
The grantee most central to the portfolio’s shape is Hawaii Community Foundation; the most unlike its peers is Bamboo Ridge Press. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

21 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 21 of the 30 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
21/21
Grantees still filing
18/21
Grew since first funded

Where the money sits, by cause and then by grantee

APPRAISAL INST ED TRUST: $97,250 · OtherAPPRAISAL INST ED TRUSTST FRANCIS HEALTHCARE FOUND OF HI: $61,600 · OtherST FRANCIS HEALTHCARE FOUND OF HITHE TCHEREPNIN SOCIETY: $22,500 · OtherTHE TCHEREPNIN SOCIETYUNIVERSITY OF HAWAII: $21,500 · OtherUNIVERSITY OF HAWAIITHE NATURE CONSERVANCY: $20,000 · OtherTHE NATURE CONSERVANCYCENTRAL UNION CHURCH: $16,000 · OtherCENTRAL UNION CHURCH+9 more: $18,950 · Other+9 morePUNAHOU SCHOOL: $95,700 · EducationPUNAHOU SCHOOLLOMA LINDA UNIVERSITY: $35,000 · EducationLOMA LINDA UNIVERSITYUNIVERSITY OF HAWAII FOUNDATION: $29,474 · EducationUNIVERSITY OF HAWAII FOUNDATIONWASHINGTON & JEFFERSON COLLEGE: $28,000 · EducationWASHINGTON & JEFFERSON COLLEGE+3 more: $6,750 · EducationHAWAII YOUTH SYMPHONY ASSOCIATION: $55,000 · Arts & CultureHAWAII YOUTH SYM…MANOA HERITAGE CENTER FKA MANOA VALLEY CULTURAL HERITAGE FOUND: $35,000 · Arts & CultureMANOA HERITAGE C…+1 more: $1,550 · Arts & CultureBOULDER SHELTER FOR THE HOMELESS INC: $31,000 · Housing & ShelterAmerican National Red Cross & Its Constituent Chapters and Branches: $25,000 · Human ServicesYOUNG MEN'S CHRISTIAN ASSOCIATION OF HONOLULU: $5,000 · Human ServicesPALAMA SETTLEMENT: $21,000 · Crime & LegalHAWAII COMMUNITY FOUNDATION: $10,000 · Philanthropy
Other$257,800Education$194,924Arts & Culture$91,550Housing & Shelter$31,000Human Services$30,000Crime & Legal$21,000Philanthropy$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPUNAHOU SCHOOL: $95,700 over 6y, 0.0% of budgetHAWAII YOUTH SYMPHONY ASSOCIATION: $55,000 over 5y, 1.0% of budgetLOMA LINDA UNIVERSITY: $35,000 over 2y, 0.0% of budgetMANOA HERITAGE CENTER FKA MANOA VALLEY CULTURAL HERITAGE FOUND: $35,000 over 5y, 1.0% of budgetBOULDER SHELTER FOR THE HOMELESS INC: $31,000 over 4y, 0.1% of budgetUNIVERSITY OF HAWAII FOUNDATION: $29,474 over 2y, 0.0% of budgetWASHINGTON & JEFFERSON COLLEGE: $28,000 over 2y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $25,000 over 2y, 0.0% of budgetPALAMA SETTLEMENT: $21,000 over 3y, 0.2% of budgetTHE NATURE CONSERVANCY: $20,000 over 4y, 0.0% of budgetHAWAII COMMUNITY FOUNDATION: $10,000 over 1y, 0.0% of budgetHAWAII FOODBANK INC: $5,000 over 1y, 0.0% of budgetYOUNG MEN'S CHRISTIAN ASSOCIATION OF HONOLULU: $5,000 over 5y, 0.0% of budget'IOLANI SCHOOL: $3,750 over 4y, 0.0% of budgetSUI WAH SCHOOL: $1,950 over 6y, 0.6% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $1,750 over 3y, 0.0% of budgetBAMBOO RIDGE PRESS: $1,550 over 6y, 0.4% of budgetCOUNSELORS OF REAL ESTATE: $1,350 over 6y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,250 over 3y, 0.0% of budgetRehabilitation Hospital of the Pacific Foundation: $600 over 2y, 0.0% of budgetStraub Foundation: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds PUNAHOU SCHOOL ↗
  • Who funds HAWAII YOUTH SYMPHONY ASSOCIATION ↗
  • Who funds LOMA LINDA UNIVERSITY ↗
  • Who funds MANOA HERITAGE CENTER FKA MANOA VALLEY CULTURAL HERITAGE FOUND ↗
  • Who funds BOULDER SHELTER FOR THE HOMELESS INC ↗
  • Who funds UNIVERSITY OF HAWAII FOUNDATION ↗
  • Who funds WASHINGTON & JEFFERSON COLLEGE ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds PALAMA SETTLEMENT ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds HAWAII COMMUNITY FOUNDATION ↗
  • Who funds HAWAII FOODBANK INC ↗
  • Who funds YOUNG MEN'S CHRISTIAN ASSOCIATION OF HONOLULU ↗
  • Who funds 'IOLANI SCHOOL ↗
  • Who funds SUI WAH SCHOOL ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds BAMBOO RIDGE PRESS ↗
  • Who funds COUNSELORS OF REAL ESTATE ↗
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
  • Who funds Rehabilitation Hospital of the Pacific Foundation ↗
  • Who funds Straub Foundation ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

J Watumull FundHI22× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: J Watumull Fund · Tradewind Group Foundation · Atherton Family Foundation · Castiglione A Casauria Foundation · McInerny Foundation-- · First Hawaiian Bank Foundation · Bank of Hawaii Charitable Fdn · Kosasa Foundation · Hung Wo and Elizabeth Lau Ching Foundation · Patrick and Kris Kobayashi Foundation · C Q Yee Hop Foundation · The Dods Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Louise & Yt Lum Foundation funds: left to right is the share of its income from government, bottom to top the share from Louise & Yt Lum Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Louise & Yt Lum Foundation?

    Find your warmest path to Louise & Yt Lum Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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