Alice P Trimble Foundation Trust

990EZ • Fiscal year 2023 • EIN 99-6033578

Nov 01, 2022 to Oct 31, 2023 • Filed on Feb 26, 2024

Organization Profile N/A

PO Box 3170 Dept 715Honolulu, HI 96802-3170

(808) 694-4399

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-202%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

$2,156

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-31%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

-19%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$35,874

Down $16,475 (-31%) from 2022

Net Assets

Down

$35,874

Down $16,475 (-31%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin4th percentile

Revenue

Down

$8,164

Down $1,867 (-19%) from 2022

Expenses

Down

$24,639

Down $1,105 (-4.3%) from 2022

Net Income

Down

-$16,475

Down $762 (-4.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$35,874

Liabilities$0

Net Assets$35,874

Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$8,164

Expenses$24,639

Net Income-$16,475

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2022 to Oct 31, 2023
Signed: Feb 26, 2024
Return Version: 2022v5.0
Gross Receipts: $49,506

Mission and Program Overview

Mission

Grants to charitable organizations in the state of hawaii

Program Services

Description	Grants	Expenses
UNIVERSITY OF HAWAII AT MANOA -SCHOLARSHIPS	$10,000	$10,000
UNITED CHURCH OF CHRIST-TRANSITION HOUSE FOR PAVING OF DRIVEWAY AND WALKWAY	$5,000	$5,000
HALE MAKUA HEALTH SERVICES FOR PURCHASE OF SPECIAL FLAME RETARDANT TABLECLOTHES	$3,000	$3,000

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$2,156	-	$2,156

Filing and Contact Details

Filer

Filer Name: Alice P Trimble Foundation
EIN: 99-6033578
Phone: 8086944399
Address: PO BOX 3170 DEPT 715, HONOLULU, HI 96802-3170

Signing Officer

Name: Marco Abbruzzese
Title: Trustee
Phone: 8086944399
Signed: 2024-02-26
Discuss with paid preparer: Yes

Preparer

Firm: Kpmg Llp
Address: ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer: Bradley N Sprong
Phone: 8662974127

Supplemental Narrative

Additional Explanations

FOR 990-EZ, PART II, LINE 24, OTHER ASSETS:

“See attached asset detail”

Form 990-ez, Part III, Line 31 - Other Program Services Description

“Hawaii association for family & community education for project to scan historical materials”

Form 990-EZ, Part I, Line 8

“MEMBER DONATION 5”

Form 990-EZ, Part I, Line 10

“United church of christ 467 n judd street honolulu hi 96817 5000 0 0 0 0 transition house for paving of driveway 0 0 none hale makua health services 45-181 waikaua road kahului hi 96744-2765 3000 0 0 0 0 flame-retardant tablecloths 0 0 none university of hawaii at manoa 2528 the mall webster hall, 301 honolulu hi 96822-2243 10000 0 0 0 0 scholarship for 2023-2024 academic year 0 0 none hawaii association for family and po box 173 anahola hi 96703 2000 0 0 0 0 project to scan historical materials 0 0 none alice p trimble foundation po box 3170 honolulu hi 96802 0 0 0 0 0 0 0 0 0”

Form 990-EZ, Part I, Line 16

“Tax Preparation Fee (non-allocable) 1600 Investmnt Mngmnt Fees (non-deductib 844 Foreign Taxes on Qualified Foreign 35 Foreign Taxes on Nonqualified Forei 4”

Form 990-EZ, Part II, Line 24

“OTHER ASSETS 35736”

Raw XML Appendix152 raw XML fields

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

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	BANK OF HAWAII
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8086944399
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO BOX 3170 DEPT 715
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	HONOLULU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	968023170
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	622
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	41342
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-16475
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	2156
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	52349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	35874
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	6738
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	20000
IRS990EZ/GrossReceiptsAmt	0	49506
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	1421
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	52349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	35874
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	52349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	35874
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	BANK OF HAWAII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	2156
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	51727
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	35736
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	2483
IRS990EZ/OtherRevenueTotalAmt	0	5
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	GRANTS TO CHARITABLE ORGANIZATIONS IN THE STATE OF HAWAII
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	UNIVERSITY OF HAWAII AT MANOA -SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	UNITED CHURCH OF CHRIST-TRANSITION HOUSE FOR PAVING OF DRIVEWAY AND WALKWAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	HALE MAKUA HEALTH SERVICES FOR PURCHASE OF SPECIAL FLAME RETARDANT TABLECLOTHES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	10000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	5000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	3000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	10000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	5000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	3000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	48080
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	HI
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	24639
IRS990EZ/TotalProgramServiceExpensesAmt	0	20000
IRS990EZ/TotalRevenueAmt	0	8164
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt	0	0
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	5
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	1792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	4826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	2279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	8902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	1421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	1626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	1626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	1944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	1893
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	8510
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.51130
IRS990ScheduleA/PublicSupportPY170Pct	0	0.62560
IRS990ScheduleA/PublicSupportTotal170Amt	0	8902
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	5
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	1792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	4826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	2279
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	8902
IRS990ScheduleA/TotalSupportAmt	0	17412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	SEE ATTACHED ASSET DETAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	HAWAII ASSOCIATION FOR FAMILY & COMMUNITY EDUCATION FOR PROJECT TO SCAN HISTORICAL MATERIALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	MEMBER DONATION 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	UNITED CHURCH OF CHRIST 467 N JUDD STREET HONOLULU HI 96817 5000 0 0 0 0 TRANSITION HOUSE FOR PAVING OF DRIVEWAY 0 0 NONE HALE MAKUA HEALTH SERVICES 45-181 WAIKAUA ROAD KAHULUI HI 96744-2765 3000 0 0 0 0 FLAME-RETARDANT TABLECLOTHS 0 0 NONE UNIVERSITY OF HAWAII AT MANOA 2528 THE MALL WEBSTER HALL, 301 HONOLULU HI 96822-2243 10000 0 0 0 0 SCHOLARSHIP FOR 2023-2024 ACADEMIC YEAR 0 0 NONE HAWAII ASSOCIATION FOR FAMILY AND PO BOX 173 ANAHOLA HI 96703 2000 0 0 0 0 PROJECT TO SCAN HISTORICAL MATERIALS 0 0 NONE ALICE P TRIMBLE FOUNDATION PO BOX 3170 HONOLULU HI 96802 0 0 0 0 0 0 0 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Tax Preparation Fee (non-allocable) 1600 Investmnt Mngmnt Fees (non-deductib 844 Foreign Taxes on Qualified Foreign 35 Foreign Taxes on Nonqualified Forei 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	OTHER ASSETS 35736
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FOR 990-EZ, PART II, LINE 24, OTHER ASSETS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III, LINE 31 - OTHER PROGRAM SERVICES DESCRIPTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARCO ABBRUZZESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8086944399
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ALICE P TRIMBLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ALIC
ReturnHeader/Filer/EIN	0	996033578
ReturnHeader/Filer/PhoneNum	0	8086944399
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 3170 DEPT 715
ReturnHeader/Filer/USAddress/CityNm	0	HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	HI
ReturnHeader/Filer/USAddress/ZIPCd	0	968023170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	029032485
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8662974127
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRADLEY N SPRONG
ReturnHeader/ReturnTs	0	2024-02-27T10:00:18-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2022-11-01
ReturnHeader/TaxPeriodEndDt	0	2023-10-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $35,874
Liabilities: $0
Net assets: $35,874
Revenue: $8,164
Expenses: $24,639
Net income: -$16,475

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$23.1	$0.00	$23.1	$6.32	$9.53	$3.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$26.3	$0.00	$26.3	$9.03	$18.6	$9.60
2023Detailed filing. Detailed filing data is available for this year.	$35.9	$0.00	$35.9	$8.16	$24.6	$16.5
2022Detailed filing. Detailed filing data is available for this year.	$52.3	$0.00	$52.3	$10.0	$25.7	$15.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$67.9	$0.00	$67.9	$7.70	$11.8	$4.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$72.0	$0.00	$72.0	$10.2	$11.6	$1.45
2019Summary only. Only limited summary data is available for this year.	$73.5	$0.00		$6.52	$7.23	$0.71
2018Summary only. Only limited summary data is available for this year.	$74.2	$0.00		$10.0	$6.50	$3.53
2017Summary only. Only limited summary data is available for this year.	$70.6	$0.00		$9.72	$5.50	$4.22
2016Summary only. Only limited summary data is available for this year.	$66.4	$0.00		$6.67	$5.72	$0.95
2015Summary only. Only limited summary data is available for this year.	$65.5	$0.00		$5.63	$5.85	$0.22
2014Summary only. Only limited summary data is available for this year.	$65.7	$0.00		$11.2	$6.85	$4.37
2013Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$6.73	$8.35	$1.62
2012Summary only. Only limited summary data is available for this year.	$61.7	$0.00		$6.81	$6.53	$0.28
2011Summary only. Only limited summary data is available for this year.	$61.5	$0.00		$8.54	$9.94	$1.40