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
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 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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