2024-05-06T21:55:12-04:00 2023-12-31 852178774 KIMBERLY JONES CPA PO BOX 240819 HONOLULU HI 96824 990PF 2023-01-01 237115682 LOUISE & YT LUM FOUNDATION LOUI 8085315200 80 NORTH KING STREET HONOLULU HI 96817 WING TEK LUM SECRETARY 8085315200 2024-05-06 true WING TEK LUM XXX-XX-XXXX true KIMBERLY JONES P00940140 8084608011 2024-05-06 X 2023 2023-04-26 12:10:37Z X 2274969 X 54450 8 8 85131 85131 -10 12 139579 85139 3665 1832 1833 5102 788 2 16120 16120 24887 18740 1835 109350 109350 134237 18740 111185 5342 66399 42065 9188 9184 45373 29291 29291 159006 159991 205318 2206335 2259651 2031176 2452779 2458121 2274969 0 X 2452779 2458121 2452779 2458121 2452779 2458121 2452779 5342 2458121 2458121 -10 923 923 923 2691 2691 1768 1768 false false false false false false false true true HI true false false false false true N/A WING TEK LUM 8085315200 80 N KING STREET HONOLULU HI 96817 false false false false false false false false false false false false false false false false false false false false TAN TEK LUM C/O 80 NORTH KING STREET HONOLULU HI 96817 CHAIRMAN 000.00 0 0 0 JON TEK LUM C/O 80 NORTH KING STREET HONOLULU HI 96817 VICE-CHMN 000.00 0 0 0 WING TEK LUM C/O 80 NORTH KING STREET HONOLULU HI 96817 SECRETARY 000.00 0 0 0 NONE NONE NONE N/A 2025209 72261 0 2097470 2097470 31462 2066008 103300 103300 923 923 102377 102377 102377 111185 111185 102377 9147 22470 64519 4037 8674 108847 111185 102377 8808 117655 0 9147 108508 22470 64519 4037 8674 8808 TAN TEK LUM JON TEK LUM WING TEK LUM WING TEK LUM 80 N KING STREET HONOLULU HI 96817 8085315200 LETTER FOR SPECIFYING PROPOSAL FOR UTILIZATION OF THE FUNDS NO SUBMISSION DEADLINES AWARDS ARE NOT MADE DIRECTLY TO INDIVIDUALS, INSTEAD ALL AWARDS ARE MADE IN THE FORM OF DONATIONS TO CHARIT. ORG. AMERICAN RED CROSS OF HAWAII 4155 DIAMOND HEAD RD HONOLULU HI 96816 PUBLIC VOLUNTEER RECRUITMENT & TRAINING 12500 APPRAISAL INST ED TRUST 550 W VAN BUREN STREET CHICAGO IL 60607 PUBLIC GIFT FOR GENERAL USE 2600 BAMBOO RIDGE PRESS PO BOX 61781 HONOLULU HI 968391781 PUBLIC GIFT FOR GENERAL USE 100 BOULDER SHELTER FOR THE HOMELESS 4869 BROADWAY BOULDER CO 80304 PUBLIC REFRIGERATOR 6000 CENTRAL UNION CHURCH 1660 S BERETANIA ST HONOLULU HI 96826 PUBLIC GIFT FOR GENERAL USE 4000 COUNSELORS OF REAL ESTATE 430 N MICHIGAN AVENUE CHICAGO IL 60611 PUBLIC GIFT FOR GENERAL USE 100 HAWAII CHINESE HISTORY CENTER 111 NORTH KING STREET ROOM 410 HONOLULU HI 96817 PUBLIC GIFT FOR GENERAL USE 500 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 PUBLIC GIFT FOR GENERAL USE 10000 HAWAII YOUTH SYMPHONY 1110 UNIVERSITY AVE SUITE 200 HONOLULU HI 96826 PUBLIC OUTREACH TO UNDERSERVED COMMUNITIES 10000 INSTIT OF REAL ESTATE MGMT FOUNDATION 430 N MICHIGAN AVENUE CHICAGO IL 606114090 PUBLIC GIFT FOR GENERAL USE 100 IOLANI SCHOOL 563 KAMOKU ST HONOLULU HI 96826 PUBLIC GIFT FOR GENERAL USE 250 MANOA HERITAGE CENTER 2856 OAHU AVE HONOLULU HI 96822 PUBLIC ORAL HISTORY PROGRAM 5000 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 PUBLIC GIFT FOR GENERAL USE 5000 PALAMA SETTLEMENT 810 N VINEYARD BOULEVARD HONOLULU HI 96817 PUBLIC DIGITIZATION OF ARCHIVE PHOTOGRAPHS 5000 PUNAHOU SCHOOL 1301 PUNCHBOWL STREET HONOLULU HI 96822 PUBLIC PEER LEARNING & A.I., JUNIOR SCHOOL 5000 PUNAHOU SCHOOL 1301 PUNCHBOWL STREET HONOLULU HI 96822 PUBLIC OFFICE OF ANALYTICS & PLANNING 10000 RIGHT OF WAY INT'L EDUC FOUND 13650 S GRAMERCY PLACE SUITE 100 GARDENA CA 90249 PUBLIC GIFT FOR GENERAL USE 100 ST FRANCIS HEALTHCARE FOUND OF HI 2230 LILIHA STREET HONOLULU HI 96817 PUBLIC IPADS 10000 SUI WAH SCHOOL 2909 WOODLAWN DRIVE HONOLULU HI 96822 PUBLIC GIFT FOR GENERAL USE 100 THE TCHEREPNIN SOCIETY 61 BROADWAY SUITE 2450 NEW YORK NY 10006 PUBLIC MING TCHEREPNIN SYMPOSIUM AT NYC 5000 WASHINGTON & JEFFERSON COLLEGE 60 S LINCOLN ST WASHINGTON PA 15301 PUBLIC MEN'S SOCCER TEAM 15000 WASHINGTON & JEFFERSON COLLEGE 60 S LINCOLN ST WASHINGTON PA 15301 PUBLIC ATHLETIC TRAINING DEPARTMENT 2000 YMCA OF HONOLULU 1441 PALI HWY HONOLULU HI 96813 PUBLIC GIFT FOR GENERAL USE 1000 109350 14 8 14 85131 14 -10 85129 85129 false false false false false false false false false false X X 1 TAN TEK LUM C/O 80 NORTH KING STREET HONOLULU HI 96817 6200 X 2 WING TEK LUM C/O 80 NORTH KING STREET HONOLULU HI 96817 20000 X 3 JEFFREY LUM C/O 80 NORTH KING STREET HONOLULU HI 96817 6000 X 4 RODNEY JENNIFER TJL LEE C/O 80 NORTH KING STREET HONOLULU HI 96817 20000 X INDIRECT ACCOUNTING FEES 3665 1832 1833 DIVIDEND RECEIVABLE 3804 3804 CARNIVAL CP NEW PAIRED COM 32369 22359 IRON MOUNTAIN INC 61059 130303 UNITED AIRLINES HOLDING INC. 62759 48852 ANGEL OAK MULTI STRAT INC I AT COST 87764 72889 FIRST TR INSTL PFD SECS ETF AT COST 304563 262832 FIRST TR INTERM DUR PRF&INC FD AT COST 73686 51833 ISHARES CORE MSCI EAFE ETF AT COST 202389 192548 ISHARES RUSSELL 1000 VALUE ETF AT COST 294601 314306 ISHARES RUSSELL 2000 VALUE ETF AT COST 139898 148340 MIRAE EMERG MKTS GRT CONSMR I AT COST MSILF GOV. PTF INST (MVRXX) X7976 AT COST 313537 313537 MSILF GOV. PTF INST (MVRXX) X2681 AT COST 49276 49276 NUVEEN NWQ FLEXIBLE INC. I AT COST 226233 193341 PACIFIC FLOATING RATE INC ADV AT COST PIONEER STRATEGIC INCOME Y AT COST 111670 95603 POLEN GROWTH INSTITUTIONAL AT COST 66914 54617 POLEN GROWTH US SMALL COMPANY INST AT COST 104717 69762 GLB X EMRG MRKT GRT CNSUMR AT COST 168052 98375 ARISTOTLE FLOAT RATE INC I 2 AT COST 116351 113917 EXPENSES INVESTMENT 16120 16120 LICENSES & FEES 4 2 2 FEDERAL INCOME TAXES 4312 FOREIGN TAXES 786 786