Sophie Russell Testamentary Tr | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Sophie Russell Testamentary Tr. Data shown is extracted from Form 990-PF filings.

EIN: 99-6002398

Foundation Overview

Based in Honolulu, HI, Sophie Russell Testamentary Tr has awarded 28 grants totaling $780,000 to organizations in Hawaii and Virginia. Individual grants range from $25,000 to $30,000, with a median award of $30,000.

Latest Tax Year
2024
Total Giving (all years)
$780,000
Total Assets
$2,691,891
Median Grant (all grants)
$30,000

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$30,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Hawaii

86% of all grants are concentrated in Hawaii, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Hawaii, funding concentrates in Honolulu (100%).

Funding Trajectory
-25%

Declining funding trend with 25% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects + 2 others

Diversified giving across multiple program areas with primary emphasis on community projects (45%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Sophie Russell Testamentary Tr's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
The Nature Conservancy $30,000 Arlington, VA, US Ka'u Perserve Agroforestry 2024
Girl Scouts Of Hawaii $30,000 Honolulu, HI, US Girl Scout Leadership 2024
Aloha Harvest $30,000 Honolulu, HI, US Harvest Oahu Food Rescue 2024
The Nature Conservancy $30,000 Arlington, VA, US Ka'u Perserve Agroforestry 2024
Girl Scouts Of Hawaii $30,000 Honolulu, HI, US Girl Scout Leadership 2024
Aloha Harvest $30,000 Honolulu, HI, US Harvest Oahu Food Rescue 2024
The Nature Conservancy $30,000 Arlington, VA, US Ka'u Perserve Agroforestry 2023
Girl Scouts Of Hawaii $30,000 Honolulu, HI, US Girl Scout Leadership 2023
Aloha Harvest $30,000 Honolulu, HI, US Harvest Oahu Food Rescue 2023
The Nature Conservancy $30,000 Arlington, VA, US Ka'u Perserve Agroforestry 2023
Girl Scouts Of Hawaii $30,000 Honolulu, HI, US Girl Scout Leadership 2023
Aloha Harvest $30,000 Honolulu, HI, US Harvest Oahu Food Rescue 2023
Domestic Violence Action Center $25,000 Honolulu, HI, US Crisis Response Program 2022
Boys And Girls Club Hawaii $25,000 Honolulu, HI, US To Build Great Future 2022
American Cancer Society Hawaii $25,000 Honolulu, HI, US Inc. Support For Hope Lodge 2022
Big Brothers Big Sisters Hawaii $25,000 Honolulu, HI, US Program Support For Case 2022
Domestic Violence Action Center $25,000 Honolulu, HI, US Crisis Response Program 2022
Boys And Girls Club Hawaii $25,000 Honolulu, HI, US To Build Great Future 2022
American Cancer Society Hawaii $25,000 Honolulu, HI, US Inc. Support For Hope Lodge 2022
Big Brothers Big Sisters Hawaii $25,000 Honolulu, HI, US Program Support For Case 2022
Domestic Violence Action Center $25,000 Honolulu, HI, US Crisis Response Program 2022
Boys And Girls Club Hawaii $25,000 Honolulu, HI, US To Build Great Future 2022
American Cancer Society Hawaii $25,000 Honolulu, HI, US Inc. Support For Hope Lodge 2022
Big Brothers Big Sisters Hawaii $25,000 Honolulu, HI, US Program Support For Case 2022
Domestic Violence Action Center $30,000 Honolulu, HI, US Crisis Response Program 2021
Boys And Girls Club Hawaii $30,000 Honolulu, HI, US To Build Great Future 2021
American Cancer Society Hawaii $30,000 Honolulu, HI, US Inc. Support For Hope Lodge 2021
Big Brothers Big Sisters Hawaii $30,000 Honolulu, HI, US Program Support For Case 2021

Foundations Similar to Sophie Russell Testamentary Tr

Discover 5 foundations with comparable assets ($2,553,790-$2,783,714), similar grant patterns, and geographic focus in HI that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 91-6571634 | 14 grants awarded
$2,680,914
(≈ Similar)
$56,012.5
median grant
Honolulu, HI
Same state
100%
Excellent match

EIN: 30-0819573 | 16 grants awarded
$2,715,582
(≈ Similar)
$35,000
median grant
Honolulu, HI
Same state
100%
Excellent match

EIN: 99-0092011 | 24 grants awarded
$2,782,342
(≈ Similar)
$33,750
median grant
Honolulu, HI
Same state
98%
Excellent match

EIN: 99-0291928 | 18 grants awarded
$2,783,714
(≈ Similar)
$50,200
median grant
Honolulu, HI
Same state
98%
Excellent match

EIN: 87-3898365 | 23 grants awarded
$2,553,790
(≈ Similar)
$15,000
median grant
Kailua, HI
Same state
97%
Excellent match

Contact Information

Official contact details for Sophie Russell Testamentary Tr as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 99-6002398
Website N/A
Address PO BOX 3170 Honolulu, HI 96802-3170

Key People (1)

Board members, trustees, and key staff who oversee Sophie Russell Testamentary Tr's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Sophie Russell Testamentary Tr is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.