Sophie Russell Test Trust

  • Honolulu, HI
  • Tax-exempt since Sept. 1971
  • EIN: 99-6002398

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 March
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$277,685
Expenses
$130,854
Net Income
$146,831
Net Assets
$1,957,170
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $64,606
23.3%
Sales of Assets $213,079
76.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,711
80.0%
Compensation of Officers* $26,222
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,957,170
Total Liabilities $0
Net Assets $1,957,170
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $26,222 $0

Document Links

990-PF
Filed on Aug. 8, 2025

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

View Filing
XML

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,484
Expenses
$126,705
Net Income
-$221
Net Assets
$1,810,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,855
45.0%
Sales of Assets $69,629
55.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,331
82.3%
Compensation of Officers* $23,663
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,810,332
Total Liabilities $0
Net Assets $1,810,332
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $23,663 $0

Document Links

990-PF
Filed on Aug. 13, 2024

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

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,688
Expenses
$138,814
Net Income
-$84,126
Net Assets
$1,810,353
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,635
88.9%
Sales of Assets $6,053
11.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,307
82.3%
Compensation of Officers* $32,817
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,810,353
Total Liabilities $0
Net Assets $1,810,353
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $32,817 $0

Document Links

990-PF
Filed on Aug. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$199,324
Expenses
$162,471
Net Income
$36,853
Net Assets
$1,894,489
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50,703
25.4%
Sales of Assets $148,621
74.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,228
83.8%
Compensation of Officers* $37,717
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 $1,894,489
Total Liabilities $0
Net Assets $1,894,489
Compensation
Key Employees and Officers Compensation Other
Bank Of Hawaii (Trustee) $37,717 $0

Document Links

990-PF
Filed on Aug. 9, 2022

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

View Filing
PDF XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,069
Expenses
$132,074
Net Income
-$21,005
Net Assets
$1,834,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $879
0.8%
Dividends $52,927
47.7%
Sales of Assets $57,263
51.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,942
84.0%
Compensation of Officers* $32,232
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,834,825
Total Liabilities $0
Net Assets $1,834,825

Document Links

990-PF

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

PDF

Fiscal Year Ending March
2019

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 March
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 March
2017

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 March
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,488
Expenses
$143,053
Net Income
-$43,565
Net Assets
$1,989,476
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $48
0.0%
Dividends $47,422
47.7%
Sales of Assets $52,018
52.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $118,314
82.7%
Compensation of Officers* $30,484
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,989,476
Total Liabilities $0
Net Assets $1,989,476

Document Links

990-PF

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

PDF

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$210,631
Expenses
$138,315
Net Income
$72,316
Net Assets
$2,032,964
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
0.0%
Dividends $52,701
25.0%
Sales of Assets $157,911
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,387
81.3%
Compensation of Officers* $32,046
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 $2,032,964
Total Liabilities $0
Net Assets $2,032,964

Document Links

990-PF

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

PDF

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,982
Expenses
$135,091
Net Income
-$29,109
Net Assets
$1,961,128
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.0%
Dividends $65,291
61.6%
Sales of Assets $40,670
38.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,530
79.6%
Compensation of Officers* $31,520
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,961,128
Total Liabilities $0
Net Assets $1,961,128

Document Links

990-PF

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

PDF

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,952
Expenses
$130,176
Net Income
-$7,224
Net Assets
$1,990,237
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $35
0.0%
Dividends $56,472
45.9%
Sales of Assets $66,445
54.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,772
81.3%
Compensation of Officers* $31,029
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,990,237
Total Liabilities $0
Net Assets $1,990,237

Document Links

990-PF

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

PDF

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,527
Expenses
$157,142
Net Income
-$46,615
Net Assets
$1,997,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $57,267
51.8%
Sales of Assets $53,243
48.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,575
83.1%
Compensation of Officers* $31,460
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,997,461
Total Liabilities $0
Net Assets $1,997,461

Document Links

990-PF

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

PDF

Fiscal Year Ending March
2011

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 March
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 March
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 March
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 March
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-PF

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

PDF

Fiscal Year Ending March
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-PF

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

PDF

Fiscal Year Ending March
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-PF

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

PDF

Fiscal Year Ending March
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-PF

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

PDF

Fiscal Year Ending March
2003

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 March
2002

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

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.

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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.

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