Sophie Russell Testamentary Tr
Sophie Russell Testamentary Tr is a private foundation, based in Honolulu, HI. IRS filing data is available from 2022 through 2026. As of 2026, the organization holds $2.1M in total assets. In 2026, it awarded 3 grants totaling $90K. Net investment income was $222K.
Sophie Russell Testamentary Tr at a glance
In short: Sophie Russell Testamentary Tr gave $90K across 3 grants in 2026 (avg $30K), mostly in Hawaii. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $90,000
- +0.0% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $30,000
- +0.0% vs 2025
- Median grant
- $30,000
- Total assets
- $2,067,819
- +5.7% vs 2025
- Primary geography
- Hawaii (67% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Sophie Russell Testamentary Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was The Nature Conservancy ($30K). Together the top 3 received $90K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
Cities
How Sophie Russell Testamentary Tr gives
- Giving held roughly steady from 2023 to 2026 (−10%). Method
- In 2026 it paid out 71% 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 2022 to 2026, annual grant giving ranged from $90K (2024) to $120K (2022). In 2026 it made 3 grants totaling $90K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Nature Conservancy Arlington, VA | Ka'u Perserve Agroforestry | $30,000 |
| Girl Scouts of Hawaii Honolulu, HI | Girl Scout Leadership | $30,000 |
| Aloha Harvest Honolulu, HI | Harvest Oahu Food Rescue | $30,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,067,819 | $249,727 | $139,072 | $90,000 | 3 | $106,042 | $222,270 | $148,752 |
| 2025 | $1,957,170 | $277,685 | $130,854 | $90,000 | 3 | $104,711 | $252,458 | $129,916 |
| 2024 | $1,810,332 | $126,484 | $126,705 | $90,000 | 3 | $104,331 | $104,110 | $117,636 |
| 2023 | $1,810,353 | $54,688 | $138,814 | $100,000 | 4 | $114,307 | $32,912 | $115,813 |
| 2022 | $1,894,489 | $199,324 | $162,471 | $120,000 | 4 | $136,228 | $175,073 | $136,263 |
Under IRS private-foundation payout rules, Sophie Russell Testamentary Tr reported a distributable amount of $149K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sophie Russell Testamentary Tr's only listed officer is Bank Of Hawaii, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of Hawaii
Trustee
On filings since 2022
1 hr/week
$38K (2022) → $29K (2026)
Data from IRS Form 990 filings, 2022–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $29K, to Bank of Hawaii (Trustee).
Frequently asked questions about Sophie Russell Testamentary Tr
How much does Sophie Russell Testamentary Tr give each year?
Sophie Russell Testamentary Tr gave $90K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $90K across 3 grants.
What is Sophie Russell Testamentary Tr's typical grant size?
Sophie Russell Testamentary Tr's median grant in 2026 was $30,000, and its average grant was $30,000, across 3 grants on its 2026 IRS Form 990-PF.
Where does Sophie Russell Testamentary Tr give grants?
Sophie Russell Testamentary Tr gives mostly in Hawaii: 67% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Virginia (33%). The most frequent recipient cities were Honolulu, HI (2 grants).
Does Sophie Russell Testamentary Tr give general operating support?
Not in 2026: none of the 3 grants with a stated purpose on Sophie Russell Testamentary Tr's 2026 IRS Form 990-PF were described as general or operating support.
How large is Sophie Russell Testamentary Tr?
Sophie Russell Testamentary Tr reported $2.1M in total assets on its 2026 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $149K (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.
What is Sophie Russell Testamentary Tr's EIN?
Sophie Russell Testamentary Tr's EIN (Employer Identification Number) is 99-6002398. IRS Form 990 filing data is available on this page for 2022–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 23, 2026)
- IRS filings on file for fiscal years 2022–2025
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