Jessie Ann Chalmers Charitable Trust

Private foundation · Grantmaker Honolulu, HI EIN: 99-6002224

Jessie Ann Chalmers Charitable Trust is a private foundation, based in Honolulu, HI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $627K in total assets. In 2025, it awarded 1 grant totaling $32K. Net investment income was $51K.

Key facts about Jessie Ann Chalmers Charitable Trust

In short: Jessie Ann Chalmers Charitable Trust gave $32K across 1 grant in 2025 (avg $32K), mostly in Hawaii. Source: 2025 IRS Form 990-PF.

EIN
99-6002224
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$32,000
Grants made (2025)
1
Average grant
$32,000
Median grant
$32,000
Total assets
$626,823
Primary geography
Hawaii (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$627K

+1.9% YoY

Annual Giving

$32K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$32K

+0.0% YoY

Under IRS private-foundation payout rules, Jessie Ann Chalmers Charitable Trust reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.

How Jessie Ann Chalmers Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Lanai CityHonolulu

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $32K (2021) to $32K (2025). In 2025 it made 1 grant totaling $32K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

American Cancer Society: $32KAmerican Cancer Society$32K

The largest 2025 recipient was American Cancer Society ($32K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American Cancer Society Honolulu, HIUnrestricted Gift$32,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$626,823$614,935$590,334
Revenue$59,939$69,173$33,959
Expenses$48,049$44,568$46,808
Qualifying Distributions$38,167$36,778$37,615
Net Investment Income$51,137$61,383$26,429
Distributable Amount$42,779$39,059$37,471

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Jessie Ann Chalmers Charitable Trust's only listed officer is Bank Of Hawaii, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of Hawaii

    Trustee

    On filings since 2021

    1 hr/week

    $12K (2021) → $9K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of Hawaii — Trustee: $9KBank of HawaiiTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Bank of Hawaii (Trustee).

Frequently asked questions about Jessie Ann Chalmers Charitable Trust

How much does Jessie Ann Chalmers Charitable Trust give each year?

Jessie Ann Chalmers Charitable Trust gave $32K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 1 grant.

How large is Jessie Ann Chalmers Charitable Trust?

Jessie Ann Chalmers Charitable Trust reported $627K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Jessie Ann Chalmers Charitable Trust operate?

Jessie Ann Chalmers Charitable Trust has awarded grants in Hawaii.

What is Jessie Ann Chalmers Charitable Trust's EIN?

Jessie Ann Chalmers Charitable Trust's EIN (Employer Identification Number) is 99-6002224. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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