Civic Intelligence

Al & Trini Kilgo Charitable Trust

EIN 36-6996611 • 501(c)3 • Honolulu, HI

Profile

Primary exempt purpose - provide support for the charitable & educational purposes and programs of the hawaii community foundation.

PO Box 3170 Dept 715Honolulu, HI 96802-3170

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$180

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

100th percentile

28252%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

282242%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,972,558

Up $10,933,857 (+28252%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,972,558

Up $10,933,857 (+28252%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin99th percentile

Revenue

Up

$11,968,477

Up $11,964,238 (+282242%) from 2023

Expenses

Up

$4,505

Up $1,328 (+42%) from 2023

Net Income

Up

$11,963,972

Up $11,962,910 (+1126451%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2020: $39,950Liabilities 2020: $0Net Assets 2020: $39,9502020Assets 2021: $41,124Liabilities 2021: $0Net Assets 2021: $41,1242021Assets 2022: $37,637Liabilities 2022: $0Net Assets 2022: $37,6372022Assets 2023: $38,701Liabilities 2023: $0Net Assets 2023: $38,7012023Assets 2024: $10,972,558Liabilities 2024: $0Net Assets 2024: $10,972,5582024

Highlighted filing

2024

Assets$10,972,558
Liabilities$0
Net Assets$10,972,558
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2020: $2,808Expenses 2020: $3,549Net Income 2020: -$7412020Revenue 2021: $4,352Expenses 2021: $3,174Net Income 2021: $1,1782021Revenue 2022: $7Expenses 2022: $3,497Net Income 2022: -$3,4902022Revenue 2023: $4,239Expenses 2023: $3,177Net Income 2023: $1,0622023Revenue 2024: $11,968,477Expenses 2024: $4,505Net Income 2024: $11,963,9722024

Highlighted filing

2024

Revenue$11,968,477
Expenses$4,505
Net Income$11,963,972
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,972,558
Liabilities
$0
Net assets
$10,972,558
Revenue
$11,968,477
Expenses
$4,505
Net income
$11,963,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$12.0$0.00$12.0
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$16,125,285
Mission and Program Overview

Mission

Primary exempt purpose - provide support for the charitable & educational purposes and programs of the hawaii community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$37,023$6,136,061▲ $6,099,038
Land, Buildings, and Equipment, Net-$3,900,000-
Savings and Temporary Cash Investments$1,637$932,599▲ $930,962
Cash and Non-Interest-Bearing Accounts$41$3,898▲ $3,857
Total Assets$38,701$10,972,558▲ $10,933,857
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,701$10,972,558▲ $10,933,857
Total Net Assets Fund Balance$38,701$10,972,558▲ $10,933,857
Total Liabilities and Net Assets / Fund Balance$38,701$10,972,558▲ $10,933,857

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,900,000--
Other Securities$6,136,061--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleBaseTotal
-Co-trustee$180$180

Board Members and Trustees

NameTitle
Kalei Cadinha-puaaCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$10,885,421
Program Service Revenue
$0
Investment Income
$1,096,330
Other Revenue
$-13,274
All Other Contributions
$10,885,421
Change in Net Assets
$11,963,972

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Miscellaneous1$5,159,747Fair Market Value
Real Estate Residential1$3,900,000Book Value
Total Noncash Contributions2$9,059,747-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,025
Grants and Similar Amounts Paid$1,300
Salaries, Compensation, and Employee Benefits$180
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,600-$1,600
All Other Expenses-$1,355-$1,355
Grants to Domestic Orgs$1,300--$1,300
Current Officers, Directors, Trustees, and Key Employees-$180-$180
Fees for Service Investment Mgmnt Fees-$70-$70
Total Functional Expenses$1,300$3,205$0$4,505
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is prepared by the tax department of bank of hawaii as corporate trustee. Before it is filed, the tax return is reviewed by an administrative officer of the corporate trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Bank of hawaii, the corporate trustee, has a conflict of interest policy that applies to all employees, including the tax officers, tax consultants and administrative officers. Bank of hawaii requires all employees to participate in regularly scheduled training related to compliance with conflict of interest and other related policies.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The trust does not have a ceo, officers or employees. Under the terms of the trust document, bank of hawaii as trustee is entitled to reasonable compensation for its services. Bank of hawaii's published fee schedule for charitable trusts applies to this trust. In establishing the trustee's fee schedule, consideration was given to the duties, liabilities and expertise of the corporate trustee, as well as to comparable fees for similar services provided by similar organizations. The process of establising an appropriate fee as "reasonable" was also presented to the hawaii attorney general, whose office is responsible for oversight of hawaii's charitable trusts.”

Form 990, Page 6, Part VI, Line 19

“The trust document and account statments are provided to the beneficiary organizations identified in the trust document. Bank of hawaii, corporate trustee, has a conflict of interest policy, which is available to the beneficiary organizations upon request. Audited financial statements are not prepared for the trust.”

Filing and Contact Details

Filer

Filer Name
Al & Trini Kilgo Charitable Trust
EIN
36-6996611
Phone
8086944543
Address
PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name
Marco Abbruzzese
Title
Trustee
Phone
8086944543
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Hi
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
6892065200
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost to mv adjustment for gifted assets ($1,040,853), adj of rents to form 1099misc $10,741.56, return of capital ($6.25), rounding $2”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION(S) BY PROVIDING PERIODIC PERFORMANCE REPORTS ON THE INVESTMENT PORTFOLIO, PROVIDING STATEMENTS DETAILING ALL ACTIVITIES IN THE ACCOUNT, MEETING EITHER FACE TO FACE OR BY CONFERENCE CALL WITH THE DECISION MAKERS OF THE SUPPORTED ORGANIZATION TO DISCUSS THE INVESTMENTS AND GRANTS MADE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDED PERIODIC PERFORMANCE REPORTS ON THE INVESTMENT PORTFOLIO AND MET WITH THE SUPPORTED ORGANIZATION(S) EITHER FACE TO FACE OR BY CONFERENCE CALL TO DISCUSS THE INVESTMENT PERFORMANCE. IN ADDITION, THE SUPPORTED ORGANIZATION(S) WERE GIVEN DISCRETION AS TO THE TIMING OF THE GRANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL DISTRIBUTIONS ARE PAID TO HAWAII COMMUNITY TRUST
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART V, SECTION D, LINE 8
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt050182
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0830
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt049352
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0753
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt049429
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01730
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt050182
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06136061
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED STMT
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt03900000
IRS990ScheduleD/TotalBookValueSecuritiesAmt06136061
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF BANK OF HAWAII AS CORPORATE TRUSTEE. BEFORE IT IS FILED, THE TAX RETURN IS REVIEWED BY AN ADMINISTRATIVE OFFICER OF THE CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK OF HAWAII, THE CORPORATE TRUSTEE, HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL EMPLOYEES, INCLUDING THE TAX OFFICERS, TAX CONSULTANTS AND ADMINISTRATIVE OFFICERS. BANK OF HAWAII REQUIRES ALL EMPLOYEES TO PARTICIPATE IN REGULARLY SCHEDULED TRAINING RELATED TO COMPLIANCE WITH CONFLICT OF INTEREST AND OTHER RELATED POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOES NOT HAVE A CEO, OFFICERS OR EMPLOYEES. UNDER THE TERMS OF THE TRUST DOCUMENT, BANK OF HAWAII AS TRUSTEE IS ENTITLED TO REASONABLE COMPENSATION FOR ITS SERVICES. BANK OF HAWAII'S PUBLISHED FEE SCHEDULE FOR CHARITABLE TRUSTS APPLIES TO THIS TRUST. IN ESTABLISHING THE TRUSTEE'S FEE SCHEDULE, CONSIDERATION WAS GIVEN TO THE DUTIES, LIABILITIES AND EXPERTISE OF THE CORPORATE TRUSTEE, AS WELL AS TO COMPARABLE FEES FOR SIMILAR SERVICES PROVIDED BY SIMILAR ORGANIZATIONS. THE PROCESS OF ESTABLISING AN APPROPRIATE FEE AS "REASONABLE" WAS ALSO PRESENTED TO THE HAWAII ATTORNEY GENERAL, WHOSE OFFICE IS RESPONSIBLE FOR OVERSIGHT OF HAWAII'S CHARITABLE TRUSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DOCUMENT AND ACCOUNT STATMENTS ARE PROVIDED TO THE BENEFICIARY ORGANIZATIONS IDENTIFIED IN THE TRUST DOCUMENT. BANK OF HAWAII, CORPORATE TRUSTEE, HAS A CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE BENEFICIARY ORGANIZATIONS UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE NOT PREPARED FOR THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST TO MV ADJUSTMENT FOR GIFTED ASSETS ($1,040,853), ADJ OF RENTS TO FORM 1099MISC $10,741.56, RETURN OF CAPITAL ($6.25), ROUNDING $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt010972558
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01300
IRS990/TotalFunctionalExpensesGrp/TotalAmt04505
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt01300
IRS990/TotalReportableCompFromOrgAmt0180
IRS990/TotalRevenueGrp/ExclusionAmt01083056
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011968477
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010972558
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3170 DEPT 715
IRS990/USAddress/CityNm0HONOLULU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd0968023170
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCO ABBRUZZESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08086944543
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AL & TRINI KILGO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AL&T
ReturnHeader/Filer/EIN0366996611
ReturnHeader/Filer/PhoneNum08086944543
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3170 DEPT 715
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-15T10:01:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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