Sophie Russell Testamentary Tr
Sophie Russell Testamentary Tr is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 3 grants totaling $90K. Net investment income was $252K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
+8.1% YoY
Annual Giving
$90K
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$30K
+0.0% YoY
Under IRS private-foundation payout rules, Sophie Russell Testamentary Tr reported a distributable amount of $130K for 2025 — the minimum it must pay out in qualifying distributions.
About Sophie Russell Testamentary Tr
Based on IRS filings
Sophie Russell Testamentary Tr is a private foundation, based in HONOLULU, HI. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 3 grants totaling $90K. Net investment income was $252K.
Ready to take the next step with Sophie Russell Testamentary Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,957,170 | $1,810,332 | $1,810,353 |
| Revenue | $277,685 | $126,484 | $54,688 |
| Expenses | $130,854 | $126,705 | $138,814 |
| Qualifying Distributions | $104,711 | $104,331 | $114,307 |
| Net Investment Income | $252,458 | $104,110 | $32,912 |
| Distributable Amount | $129,916 | $117,636 | $115,813 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include The Nature Conservancy ($30,000), Girl Scouts of Hawaii ($30,000), Aloha Harvest ($30,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Frequently Asked Questions
How large is Sophie Russell Testamentary Tr?
As of 2025, Sophie Russell Testamentary Tr holds $2.0M in total assets with $278K in annual revenue. It awarded 3 grants totaling $90K in 2025.
Where does Sophie Russell Testamentary Tr operate?
Sophie Russell Testamentary Tr has awarded grants in Hawaii, Virginia.
What size grants does Sophie Russell Testamentary Tr award?
In 2025, Sophie Russell Testamentary Tr awarded 3 grants totaling $90K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Sophie Russell Testamentary Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Sophie Russell Testamentary Tr reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2022–2025.
Explore Open Grants
Browse active grant opportunities in Sophie Russell Testamentary Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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