HONOLULU, HI
Liliuokalani Trust
Quick Facts
- EIN
- 990078890
- Location
- HONOLULU, HI
- Category
- General
- Total Assets
- $934.9M
- Annual Income
- $215.1M
- IRS Ruling Year
- 1952
- Organization Type
- Trust
- Principal Officer
- % Queen Liliuokalani Childrens Ctr
- Tax Deductibility
- Contributions are deductible
About This Foundation
Liliuokalani Trust is a private trust based in HONOLULU, HI. The foundation received its IRS ruling in 1952. The principal officer is % Queen Liliuokalani Childrens Ctr. It holds total assets of $934.9M. Annual income is reported at $215.1M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$45.9M
2023+1%
Total Assets
$794.7M
2023+9%
Fair Market Value
$1.3B
2023
Net Worth
$745.3M
2023
Grants Paid
$76K
2023
Contributions
$56K
2023
Net Investment Income
$51.4M
2023
Distribution Amount
$0
2023
Total Giving by Year
$33.1M
11$30.1M
12$31.6M
13$34.7M
14$37.1M
15$48.9M
19$62.1M
20$41.2M
21$45.6M
22$45.9M
23Asset Growth
$193.6M
11$215.1M
12$255.4M
13$271.5M
14$285.3M
15$666.7M
19$725.7M
20$828.6M
21$730M
22$794.7M
23Investment Portfolio (2023)
Total: $549.5M
Corporate Stock: $549.5M
Cash: $299K
Corporate Stock (100%)
Cash (0%)
Expense Breakdown (2023)
Depreciation$4.5M
Pension & Benefits$3.2M
Officer Compensation$2.7M
Legal Fees$674K
Occupancy$588K
Travel & Conferences$403K
Accounting Fees$191K
Grants Paid$76K
Interest$41K
Printing & Publications$25K
Revenue Sources (2023)
- Gross Rents
- $24.9M
- Other Income
- $7.9M
- Capital Gains (Net)
- $5.7M
- Dividends
- $1.7M
- Contributions
- $56K
- Interest
- $1K
Financial Details (2023)
- Total Revenue
- $40.3M
- Total Expenses
- $45.9M
- Exempt Purpose Expenses
- $27.1M
- Required Distribution
- $0
- Undistributed Income
- $0
- Total Liabilities
- $49.4M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
43
Total Giving
$508K
Average Grant
$12K
Median Grant
$3K
Total Giving by Year
$117K (12 grants)
20$363K (22 grants)
21$28K (9 grants)
22Grant Range
Min$550
Max$150K
Median: $3K
Smallest grantLargest grant
Openness to New Grantees (2022)
22%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
HI: $508K (43)
TX
HI$508K (43)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys And Girls Club Of HawaiiDONATION TO SUPPORT ANNUAL WALK IN THE COUNTRY FUNDRAISER EVENT & TO SUPPORT GENERAL ORGANIZATION ACTIVITIES | Honolulu, HI | $7K | 2022 |
| Hawaii Ponoi FoundationSPONSOR HAWAIIAN HISTORY MONTH. TO EDUCATE GENERAL PUBLIC AND CELEBRATE HISTORY OF QUEEN LILI'UOKALANI AND HAWAIIAN HISTORY IN GENERAL | Kailua, HI | $5K | 2022 |
| University Of HawaiiSPONSOR GRANTEE'S FUNDRAISER FOR UNIVERSITY OF HAWAII COLLEGE OF ENGINEERING | Honolulu, HI | $3K | 2022 |
| Adult Friends For YouthSPONSOR GRANTEE'S ANNUAL FUNDRAISER TO RAISE SUPPLEMENTAL FUNDS TO PROVIDE SERVICES FOR AT-RISK YOUTH | Honolulu, HI | $3K | 2022 |
| Partners In DevelopmentSPONSOR ULU HANA: PEWA AWARDS-LT EMPLOYEE WAS INCLUDED AS AN HONOREE | Honolulu, HI | $3K | 2022 |
| Waikiki Community CenterDONATION TO SUPPORT ANNUAL WAIKIKI LIGHTS FUNDRAISER. | Honolulu, HI | $3K | 2022 |
| Hale KipaSPONSOR ANNUAL PAINA FUNDRAISING DINNER | Ewa Beach, HI | $2K | 2022 |
| Friends Of The Children'S Justice Center Of OahuDONATION TO SUPPORT ANNUAL HOPE AND HEALING STORYBOOK GALA. | Honolulu, HI | $2K | 2022 |
| Hawaii Alliance Of NonprofitSPONSOR ANNUAL HANOCON TO SUPPORT NETWORKING OF HAWAII'S NONPROFITS. | Honolulu, HI | $2K | 2022 |
| Kealakai Center For Pacific StringsGRANT AGREEMENT FOR THE CREATION AND DELIVERY OF A DIGITAL MUSIC MUSEUM THAT WILL INCLUDE THE MUSIC OF QUEEN LILIUOKALANI | Kailua, HI | $150K | 2021 |
| Kealakai Center For Pacific StringsGRANT AGREEMENT FOR THE CREATION AND DELIVERY OF A DIGITAL MUSIC MUSEUM THAT WILL INCLUDE THE MUSIC OF QUEEN LILIUOKALANI | Kailua, HI | $150K | 2021 |
| Boys And Girls Club Of HawaiiDONATION TO SUPPORT 25TH ANNUAL WALK IN THE COUNTRY FUNDRAISER EVENT | Honolulu, HI | $6K | 2021 |
| Boys And Girls Club Of HawaiiDONATION TO SUPPORT 25TH ANNUAL WALK IN THE COUNTRY FUNDRAISER EVENT | Honolulu, HI | $6K | 2021 |
| Hawaii Ponoi FoundationSPONSOR HAWAIIAN HISTORY MONTH. TO EDUCATE GENERAL PUBLIC AND CELEBRATE HISTORY OF QUEEN LILI'UOKALANI AND HAWAIIAN HISTORY IN GENERAL | Kailua, HI | $5K | 2021 |
| Hawaii Ponoi FoundationSPONSOR HAWAIIAN HISTORY MONTH. TO EDUCATE GENERAL PUBLIC AND CELEBRATE HISTORY OF QUEEN LILI'UOKALANI AND HAWAIIAN HISTORY IN GENERAL | Kailua, HI | $5K | 2021 |
| RyseSPONSOR ANNUAL FUNDRAISER TO SUPPORT YOUTH ACCESS CENTER AND SHELTER SERVICES | Honolulu, HI | $4K | 2021 |
| RyseSPONSOR ANNUAL FUNDRAISER TO SUPPORT YOUTH ACCESS CENTER AND SHELTER SERVICES | Honolulu, HI | $4K | 2021 |
| Adult Friends For YouthSPONSOR GRANTEE'S ANNUAL FUNDRAISER TO RAISE SUPPLEMENTATL FUNDS TO PROVIDE SERVICES FOR AT-RISK YOUTH | Honolulu, HI | $3K | 2021 |
| Bishop MuseumDONATION TO SUPPORT BISHOP MUSEUM SILENT AUCTION | Honolulu, HI | $3K | 2021 |
| Adult Friends For YouthSPONSOR GRANTEE'S ANNUAL FUNDRAISER TO RAISE SUPPLEMENTATL FUNDS TO PROVIDE SERVICES FOR AT-RISK YOUTH | Honolulu, HI | $3K | 2021 |
| University Of HawaiiSPONSOR GRANTEE'S FUNDRAISER FOR UNIVERSITY OF HAWAII COLLEGE OF ENGINEERING | Honolulu, HI | $3K | 2021 |
| Lunalilo HomeSUPPORT GRANTEE'S ANNUAL FUNDRAISER TO BENEFIT RESIDENTS | Honolulu, HI | $3K | 2021 |
| Bishop MuseumDONATION TO SUPPORT BISHOP MUSEUM SILENT AUCTION | Honolulu, HI | $3K | 2021 |
| Lunalilo HomeSUPPORT GRANTEE'S ANNUAL FUNDRAISER TO BENEFIT RESIDENTS | Honolulu, HI | $3K | 2021 |
| University Of HawaiiSPONSOR GRANTEE'S FUNDRAISER FOR UNIVERSITY OF HAWAII COLLEGE OF ENGINEERING | Honolulu, HI | $3K | 2021 |
| Partners In DevelopmentSPONSOR ULU HANA: PEWA AWARDS-LT EMPLOYEE WAS INCLUDED AS AN HONOREE | Honolulu, HI | $3K | 2021 |
| Partners In DevelopmentSPONSOR ULU HANA: PEWA AWARDS-LT EMPLOYEE WAS INCLUDED AS AN HONOREE | Honolulu, HI | $3K | 2021 |
| Hawaii Alliance Of NonprofitSPONSOR ANNUAL HANOCON TO SUPPORT NETWORKING OF HAWAII'S NONPROFITS. | Honolulu, HI | $2K | 2021 |
| Hawaii Alliance Of NonprofitSPONSOR ANNUAL HANOCON TO SUPPORT NETWORKING OF HAWAII'S NONPROFITS. | Honolulu, HI | $2K | 2021 |
| Hawaii Book & Music FestivelSPONSOR HAWAII BOOK AND MUSIC FESTIVAL WHICH INCLUDED A PANEL ON LT'S NANA I KE KUMU BOOK | Kaneohe, HI | $1K | 2021 |
| Hawaii Book & Music FestivelSPONSOR HAWAII BOOK AND MUSIC FESTIVAL WHICH INCLUDED A PANEL ON LT'S NANA I KE KUMU BOOK | Kaneohe, HI | $1K | 2021 |
| The Food Basket IncMATCHING DONATIONS TO FIGHT HUNGER FOR COVID RELIEF | Hilo, HI | $40K | 2020 |
| Hawaii Foodbank Inc - Kauai BranchMATCHING DONATIONS TO FIGHT HUNGER FOR COVID RELIEF | Lihue, HI | $30K | 2020 |
| Hawaii Foodbank IncMATCHING DONATIONS TO FIGHT HUNGER FOR COVID RELIEF | Honolulu, HI | $15K | 2020 |
| Maui Food Bank IncMATCHING DONATIONS TO FIGHT HUNGER FOR COVID RELIEF | Wailuku, HI | $15K | 2020 |
| Hawaii Ponoi FoundationSPONSOR HAWAIIAN HISTORY MONTH. TO EDUCATE GENERAL PUBLIC AND CELEBRATE HISTORY OF QUEEN LILI'UOKALANI AND HAWAIIAN HISTORY IN GENERAL | Kailua, HI | $5K | 2020 |
| Waikiki Community CenterSUPPORT GRANTEE'S ANNUAL FUNDRAISER TO BENEFIT WAIKIKI COMMUNITY CENTER'S GENERAL OPERATIONS | Honolulu, HI | $3K | 2020 |
| Adult Friends For YouthSPONSOR GRANTEE'S ANNUAL FUNDRAISER TO RAISE SUPPLEMENTAL FUNDS TO PROVIDE SERVICES FOR AT-RISK YOUTH | Honolulu, HI | $3K | 2020 |
| Lunalilo HomeSUPPORT GRANTEE'S ANNUAL FUNDRAISER TO BENEFIT RESIDENTS | Honolulu, HI | $3K | 2020 |
| Rotary Club Of Downtown HonoluluSUPPORT GRANTEE'S FUNDRAISER FOR CENTRAL MIDDLE SCHOOL IN HONOLULU, HI | Honolulu, HI | $1K | 2020 |
| Lhes FoundationEDUCATE STUDENTS ABOUT FACEMASKS, NECESSARY TO PROTECT AGAINST COVID 19 | Lanai City, HI | $1K | 2020 |
| Hawaii Alliance For Arts EducationSUPPORT GRANTEE'S FUNDRAISER FOR GENERAL OPERATIONS | Honolulu, HI | $600 | 2020 |
| Tau Dance TheaterSUPPORT GRANTEE'S BLACK & WHITE ADVERTISEMENT REGARDING INDIGENUITY PROGRAM | Honolulu, HI | $550 | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica