Nonprofit · EIN 20-3869234
ALICE E DAVIS TRUST
Tax-exempt · HONOLULU, HI 96811
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $408,416 | $160,220 | $248,196 | $2,176,198 | $0 | $2,176,198 |
| December 31, 2024 | 990-PF | $103,422 | $149,119 | -$45,697 | $1,933,506 | $0 | $1,933,506 |
| December 31, 2023 | 990-PF | $89,332 | $131,382 | -$42,050 | $1,979,141 | $0 | $1,979,141 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $104,969
- Net gain from sales of assets
- $303,447
Expenses
- Grants and similar amounts paid
- $119,000
- Compensation of officers, directors and key employees
- $37,016
- Disbursements for charitable purposes
- $129,904
- Excise tax on investment income
- $5,249
Balance sheet and other
- Total assets, start of year
- $1,933,506
- Total assets, end of year
- $2,176,198
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,176,198
- Fair market value of assets
- $2,700,112
- Qualifying distributions
- $129,904
- Net investment income
- $406,801
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HAWAIIAN BANK PO BOX 3708, HONOLULU, HI 96811 | TRUSTEE | 4 | $37,016 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HAWAIIAN BANK PO BOX 3708, HONOLULU, HI 96811 | TRUSTEE | 4 | $35,216 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST HAWAIIAN BANK PO BOX 3708, HONOLULU, HI 96811 | TRUSTEE | 4 | $32,366 |
Address and contacts
- Address (IRS master file)
- PO BOX 3708, HONOLULU, HI 96811-3708
- In care of
- % FIRST HAWAIIAN BANK
- Signed the 990-PF
- JOHNNEL NAKAMURA, Vice President
- Phone
- (808) 525-8119
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3869234
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,176,198
- Income (IRS master file)
- $1,260,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $408,416 | $160,220 | $2,176,198 | IRS |
| 990-PF | December 2024 | $103,422 | $149,119 | $1,933,506 | IRS |
| 990-PF | December 2023 | $89,332 | $131,382 | $1,979,141 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3869234).
Questions about ALICE E DAVIS TRUST
- What is the EIN of ALICE E DAVIS TRUST?
- The employer identification number (EIN) of ALICE E DAVIS TRUST is 20-3869234.
- Is ALICE E DAVIS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ALICE E DAVIS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE E DAVIS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE E DAVIS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALICE E DAVIS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ALICE E DAVIS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $37,016 (FIRST HAWAIIAN BANK, TRUSTEE).
- How much revenue does ALICE E DAVIS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $408,416, expenses of $160,220 and total assets of $2,176,198 at year end.
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