Sophie Overend Trust
Sophie Overend Trust is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $143K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$143K
+1.5% YoY
Annual Giving
$7K
-7.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$7K
-7.1% YoY
About Sophie Overend Trust
Based on IRS filings
Sophie Overend Trust is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $143K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $12K.
Ready to take the next step with Sophie Overend Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $143,324 | $141,158 | $144,627 |
| Revenue | $14,569 | $9,396 | $3,710 |
| Expenses | $12,402 | $12,863 | $16,282 |
| Qualifying Distributions | $10,152 | $10,828 | $9,949 |
| Net Investment Income | $12,490 | $6,269 | — |
| Distributable Amount | $10,246 | $9,207 | $9,572 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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