Sophie Overend Trust
Sophie Overend Trust is a private foundation, based in Honolulu, HI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $144K in total assets. In 2025, it awarded 1 grant totaling $7K. Net investment income was $10K.
Sophie Overend Trust at a glance
In short: Sophie Overend Trust gave $7K across 1 grant in 2025 (avg $7K), mostly in Hawaii. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,000
- +7.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,000
- +7.7% vs 2024
- Median grant
- $7,000
- Total assets
- $144,072
- +0.5% vs 2024
- Primary geography
- Hawaii (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Sophie Overend Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Kapiolani Medical Center for Women & Children ($7K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Sophie Overend Trust gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 97% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $7K (2024) to $8K (2022). In 2025 it made 1 grant totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kapiolani Medical Center for Women & Children Honolulu, HI | For the Willie Overend Bed | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $144,072 | $14,007 | $13,259 | $7,000 | 1 | $10,724 | $10,408 | $11,066 |
| 2024 | $143,324 | $14,569 | $12,402 | $6,500 | 1 | $10,152 | $12,490 | $10,246 |
| 2023 | $141,158 | $9,396 | $12,863 | $7,000 | 1 | $10,828 | $6,269 | $9,207 |
| 2022 | $144,627 | $3,710 | $16,282 | $8,000 | 1 | $9,949 | — | $9,572 |
| 2021 | $157,200 | $23,611 | $13,019 | $7,000 | 1 | $8,964 | $19,555 | $11,041 |
| 2020 | $146,609 | $4,757 | $12,550 | $7,000 | 1 | — | $1,716 | $9,303 |
Under IRS private-foundation payout rules, Sophie Overend Trust reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sophie Overend Trust's only listed officer is Bank Of Hawaii, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of Hawaii
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $2K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $2K, to Bank of Hawaii (Trustee).
Frequently asked questions about Sophie Overend Trust
How much does Sophie Overend Trust give each year?
Sophie Overend Trust gave $7K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 1 grant.
How large is Sophie Overend Trust?
Sophie Overend Trust reported $144K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (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 Sophie Overend Trust operate?
Sophie Overend Trust has awarded grants in Hawaii.
What is Sophie Overend Trust's EIN?
Sophie Overend Trust's EIN (Employer Identification Number) is 99-6002371. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
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