Sophie Overend Trust

  • Honolulu, HI
  • EIN: 99-6002371

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,569
Expenses
$12,402
Net Income
$2,167
Net Assets
$143,324
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,907
33.7%
Sales of Assets $9,662
66.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,152
81.9%
Compensation of Officers* $2,204
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $143,324
Total Liabilities $0
Net Assets $143,324
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $2,204 $0

Document Links

990-PF
Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,396
Expenses
$12,863
Net Income
-$3,467
Net Assets
$141,158
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,281
45.6%
Sales of Assets $4,019
42.8%
Other Income $1,096
11.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,828
84.2%
Compensation of Officers* $2,156
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,158
Total Liabilities $0
Net Assets $141,158
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $2,156 $0

Document Links

990-PF
Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,710
Expenses
$16,282
Net Income
-$12,572
Net Assets
$144,627
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,581
96.5%
Sales of Assets $6
0.2%
Other Income $123
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,949
61.1%
Compensation of Officers* $3,076
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,627
Total Liabilities $0
Net Assets $144,627
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $3,076 $0

Document Links

990-PF
Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,611
Expenses
$13,019
Net Income
$10,592
Net Assets
$157,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,716
20.0%
Sales of Assets $18,895
80.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,964
68.9%
Compensation of Officers* $3,230
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $157,200
Total Liabilities $0
Net Assets $157,200
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $3,230 $0

Document Links

990-PF
Filed on Nov. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,757
Expenses
$12,550
Net Income
-$7,793
Net Assets
$146,608
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.4%
Dividends $3,386
71.2%
Sales of Assets $1,294
27.2%
Other Income $56
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,465
75.4%
Compensation of Officers* $3,000
23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $146,609
Total Liabilities $1
Net Assets $146,608
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $3,000 $0

Document Links

990-PF
Filed on May 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,526
Expenses
$12,250
Net Income
-$5,724
Net Assets
$154,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $77
1.2%
Dividends $4,221
64.7%
Sales of Assets $1,918
29.4%
Other Income $310
4.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,255
75.6%
Compensation of Officers* $3,000
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,402
Total Liabilities $0
Net Assets $154,402

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,702
Expenses
$15,576
Net Income
-$1,874
Net Assets
$174,036
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $4,203
30.7%
Sales of Assets $9,497
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,385
73.1%
Compensation of Officers* $3,000
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,036
Total Liabilities $0
Net Assets $174,036

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,556
Expenses
$13,387
Net Income
$5,169
Net Assets
$175,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $5,111
27.5%
Sales of Assets $13,444
72.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,687
79.8%
Compensation of Officers* $3,000
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $175,910
Total Liabilities $0
Net Assets $175,910

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,907
Expenses
$13,086
Net Income
-$6,179
Net Assets
$170,741
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $4,068
58.9%
Sales of Assets $2,837
41.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,413
79.6%
Compensation of Officers* $3,000
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $170,741
Total Liabilities $0
Net Assets $170,741

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,221
Expenses
$13,395
Net Income
-$4,174
Net Assets
$176,920
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $4,956
53.7%
Sales of Assets $4,262
46.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,740
80.2%
Compensation of Officers* $3,000
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $176,920
Total Liabilities $0
Net Assets $176,920

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,934
Expenses
$12,950
Net Income
-$2,016
Net Assets
$181,094
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,682
42.8%
Sales of Assets $6,252
57.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,571
73.9%
Compensation of Officers* $3,002
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $181,094
Total Liabilities $0
Net Assets $181,094

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated