Sophie Russell Testamentary Tr

HONOLULU, HI EIN: 99-6002398

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $340K (85%)

Virginia $60K (15%)

States

Hawaii Virginia

Cities

ArlingtonHonolulu

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.