Anna Perry-fiske Charitable Trust
Anna Perry-fiske Charitable Trust is a private foundation, based in KAMUELA, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it made $110K in qualifying distributions. Net investment income was $138K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.0M
+0.8% YoY
Revenue
$211K
-5.3% YoY
Qualifying Distributions
$110K
-33.6% YoY
Expenses
$192K
-12.0% YoY
About Anna Perry-fiske Charitable Trust
Based on IRS filings
Anna Perry-fiske Charitable Trust is a private foundation, based in KAMUELA, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it made $110K in qualifying distributions. Net investment income was $138K.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,038,791 | $4,006,211 | $4,001,264 |
| Revenue | $211,002 | $222,928 | $185,405 |
| Expenses | $191,815 | $217,981 | $185,369 |
| Qualifying Distributions | $110,141 | $165,884 | $134,380 |
| Net Investment Income | $137,976 | $176,228 | $137,276 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN G BESS | TRUSTEE | 25 | $11,000 |
| ROBERT W HASTINGS | TRUSTEE | 1 | $2,750 |
Frequently Asked Questions
How large is Anna Perry-fiske Charitable Trust?
As of 2024, Anna Perry-fiske Charitable Trust holds $4.0M in total assets with $211K in annual revenue.
What is Anna Perry-fiske Charitable Trust's EIN?
Anna Perry-fiske Charitable Trust's EIN (Employer Identification Number) is 99-0230079. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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