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.
Anna Perry-Fiske Charitable Trust at a glance
- Total assets
- $4,038,791
- +0.8% vs 2023
- Revenue (2024)
- $211,002
- -5.3% vs 2023
- Qualifying distributions (2024)
- $110,141
- -33.6% vs 2023
- Expenses (2024)
- $191,815
- -12.0% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|
| 2024 | $4,038,791 | $211,002 | $191,815 | $110,141 | $137,976 |
| 2023 | $4,006,211 | $222,928 | $217,981 | $165,884 | $176,228 |
| 2022 | $4,001,264 | $185,405 | $185,369 | $134,380 | $137,276 |
| 2021 | $4,001,228 | $107,091 | $146,121 | $94,068 | $59,274 |
| 2020 | $4,037,902 | $102,827 | $199,351 | — | $39,224 |
Leadership & Key People
Officers and directors from IRS filings
Anna Perry-Fiske Charitable Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Robert W. Hastings
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $3K (2024)
Stephen G. Bess
Trustee
On filings since 2020
25 hrs/week
$21K (2020) → $11K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $11K, to Stephen G Bess (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Anna Perry-Fiske Charitable Trust
How large is Anna Perry-Fiske Charitable Trust?
Anna Perry-Fiske Charitable Trust reported $4.0M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $211K.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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