Nonprofit · EIN 99-6002398
SOPHIE RUSSELL TEST TRUST
Tax-exempt · HONOLULU, HI 96802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $249,727 | $139,072 | $110,655 | $2,067,819 | $0 | $2,067,819 |
| March 31, 2025 | 990-PF | $277,685 | $130,854 | $146,831 | $1,957,170 | $0 | $1,957,170 |
| March 31, 2024 | 990-PF | $126,484 | $126,705 | -$221 | $1,810,332 | $0 | $1,810,332 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $69,946
- Net gain from sales of assets
- $179,778
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $28,883
- Disbursements for charitable purposes
- $106,042
- Excise tax on investment income
- $3,090
Balance sheet and other
- Total assets, start of year
- $1,957,170
- Total assets, end of year
- $2,067,819
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,067,819
- Fair market value of assets
- $3,085,959
- Qualifying distributions
- $106,042
- Net investment income
- $249,727
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF HAWAII PO BOX 3170 DEPT 715, HONOLULU, HI 968023170 | TRUSTEE | 1 | $28,883 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF HAWAII PO BOX 3170 DEPT 715, HONOLULU, HI 968023170 | TRUSTEE | 1 | $26,222 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF HAWAII PO BOX 3170 DEPT 715, HONOLULU, HI 968023170 | TRUSTEE | 1 | $23,663 |
Address and contacts
- Address (IRS master file)
- PO BOX 3170, HONOLULU, HI 96802-3170
- In care of
- % BISHOP TRUST COMPANY LIMITED
- Signed the 990-PF
- MARCO ABBRUZZESE, TRUSTEE
- Phone
- (808) 694-4399
- Return prepared by
- KPMG 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-6002398
- Exempt since
- 1971
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,067,819
- Income (IRS master file)
- $788,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $249,727 | $139,072 | $2,067,819 | XML |
| 990-PF | March 2025 | $277,685 | $130,854 | $1,957,170 | XML |
| 990-PF | March 2024 | $126,484 | $126,705 | $1,810,332 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | 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 99-6002398).
Questions about SOPHIE RUSSELL TEST TRUST
- What is the EIN of SOPHIE RUSSELL TEST TRUST?
- The employer identification number (EIN) of SOPHIE RUSSELL TEST TRUST is 99-6002398.
- Is SOPHIE RUSSELL TEST TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1971.
- Which annual return does SOPHIE RUSSELL TEST TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOPHIE RUSSELL TEST TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOPHIE RUSSELL TEST TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of SOPHIE RUSSELL TEST TRUST?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $28,883 (BANK OF HAWAII, TRUSTEE).
- How much revenue does SOPHIE RUSSELL TEST TRUST have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $249,727, expenses of $139,072 and total assets of $2,067,819 at year end.
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