Civic Intelligence

Alice P Trimble Foundation Trust

990EZ • Fiscal year 2024 • EIN 99-6033578

Nov 01, 2023 to Oct 31, 2024 • Filed on Feb 02, 2025

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.

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-106%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$2,156

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-27%

Faster asset growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$26,276

Down $9,598 (-27%) from 2023

Net Assets

Down

$26,276

Down $9,598 (-27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$9,032

Up $868 (+11%) from 2023

Expenses

Down

$18,630

Down $6,009 (-24%) from 2023

Net Income

Up

-$9,598

Up $6,877 (+42%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $61,463Liabilities 2011: $02011Assets 2012: $61,743Liabilities 2012: $02012Assets 2013: $0Liabilities 2013: $02013Assets 2014: $65,681Liabilities 2014: $02014Assets 2015: $65,461Liabilities 2015: $02015Assets 2016: $66,406Liabilities 2016: $02016Assets 2017: $70,626Liabilities 2017: $02017Assets 2018: $74,156Liabilities 2018: $02018Assets 2019: $73,450Liabilities 2019: $02019Assets 2020: $72,000Liabilities 2020: $0Net Assets 2020: $72,0002020Assets 2021: $67,907Liabilities 2021: $0Net Assets 2021: $67,9072021Assets 2022: $52,349Liabilities 2022: $0Net Assets 2022: $52,3492022Assets 2023: $35,874Liabilities 2023: $0Net Assets 2023: $35,8742023Assets 2024: $26,276Liabilities 2024: $0Net Assets 2024: $26,2762024Assets 2025: $23,063Liabilities 2025: $0Net Assets 2025: $23,0632025

Highlighted filing

2024

Assets$26,276
Liabilities$0
Net Assets$26,276

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $8,538Expenses 2011: $9,941Net Income 2011: -$1,4032011Revenue 2012: $6,805Expenses 2012: $6,525Net Income 2012: $2802012Revenue 2013: $6,734Expenses 2013: $8,350Net Income 2013: -$1,6162013Revenue 2014: $11,220Expenses 2014: $6,850Net Income 2014: $4,3702014Revenue 2015: $5,630Expenses 2015: $5,850Net Income 2015: -$2202015Revenue 2016: $6,665Expenses 2016: $5,720Net Income 2016: $9452016Revenue 2017: $9,720Expenses 2017: $5,500Net Income 2017: $4,2202017Revenue 2018: $10,030Expenses 2018: $6,500Net Income 2018: $3,5302018Revenue 2019: $6,520Expenses 2019: $7,227Net Income 2019: -$7072019Revenue 2020: $10,150Expenses 2020: $11,600Net Income 2020: -$1,4502020Revenue 2021: $7,704Expenses 2021: $11,797Net Income 2021: -$4,0932021Revenue 2022: $10,031Expenses 2022: $25,744Net Income 2022: -$15,7132022Revenue 2023: $8,164Expenses 2023: $24,639Net Income 2023: -$16,4752023Revenue 2024: $9,032Expenses 2024: $18,630Net Income 2024: -$9,5982024Revenue 2025: $6,315Expenses 2025: $9,526Net Income 2025: -$3,2112025

Highlighted filing

2024

Revenue$9,032
Expenses$18,630
Net Income-$9,598
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Feb 2, 2025
Return Version
2023v6.0
Gross Receipts
$24,568
Mission and Program Overview

Mission

Grants to charitable organizations in the state of hawaii

Program Services

DescriptionGrantsExpenses
HAWAII JAPANESE CENTER - ASSISTANCE TO ATTEND SEEDS OF LOCAL EXHIBIT$7,000$7,000
CHAMINADE UNIVERSITY OF HONOLULU$5,000$5,000
HALE MAKUA HEALTH SERVICES FOR ACTIVITIES DEPARTMENT$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-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
2025-02-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

See attached asset detail

Form 990-ez, Part III, Line 31

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

Form 990-EZ, Part I, Line 8

MEMBER DONATION 19

Form 990-EZ, Part I, Line 10

United church of christ 467 n judd street honolulu hi 96817 0 0 0 0 0 transition house for paving of driveway 0 0 none hawaii japanese center 751 kanoelehua ave hilo hi 96720 7000 0 0 0 0 0 0 0 0 chaminade university of hololulu 3140 waialae ave honolulu hi 96816 5000 0 0 0 0 0 0 0 0 hale makua health services 45-181 waikaua road kahului hi 96744-2765 2000 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 0 0 0 0 0 scholarship for 2023-2024 academic year 0 0 none hawaii association for family and po box 173 anahola hi 96703 0 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 25 Foreign Taxes on Nonqualified Forei 5

Form 990-EZ, Part II, Line 24

OTHER ASSETS 26110

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF HAWAII
IRS990EZ/BooksInCareOfDetail/PhoneNum08086944399
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3170 DEPT 715
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0968023170
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0166
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015536
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9598
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026276
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07771
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014000
IRS990EZ/GrossReceiptsAmt024568
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01242
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026276
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0BANK OF HAWAII
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02156
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035736
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026110
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02474
IRS990EZ/OtherRevenueTotalAmt019
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTS TO CHARITABLE ORGANIZATIONS IN THE STATE OF HAWAII
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHAMINADE UNIVERSITY OF HONOLULU
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HAWAII JAPANESE CENTER - ASSISTANCE TO ATTEND SEEDS OF LOCAL EXHIBIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HALE MAKUA HEALTH SERVICES FOR ACTIVITIES DEPARTMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02156
IRS990EZ/SaleOfAssetsGrossAmt023307
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018630
IRS990EZ/TotalProgramServiceExpensesAmt014000
IRS990EZ/TotalRevenueAmt09032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01944
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06617
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50020
IRS990ScheduleA/PublicSupportPY170Pct00.51100
IRS990ScheduleA/PublicSupportTotal170Amt06623
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06623
IRS990ScheduleA/TotalSupportAmt013240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED ASSET DETAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HAWAII ASSOCIATION FOR FAMILY & COMMUNITY EDUCATION FOR PROJECT TO SCAN HISTORICAL MATERIALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER DONATION 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNITED CHURCH OF CHRIST 467 N JUDD STREET HONOLULU HI 96817 0 0 0 0 0 TRANSITION HOUSE FOR PAVING OF DRIVEWAY 0 0 NONE HAWAII JAPANESE CENTER 751 KANOELEHUA AVE HILO HI 96720 7000 0 0 0 0 0 0 0 0 CHAMINADE UNIVERSITY OF HOLOLULU 3140 WAIALAE AVE HONOLULU HI 96816 5000 0 0 0 0 0 0 0 0 HALE MAKUA HEALTH SERVICES 45-181 WAIKAUA ROAD KAHULUI HI 96744-2765 2000 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 0 0 0 0 0 SCHOLARSHIP FOR 2023-2024 ACADEMIC YEAR 0 0 NONE HAWAII ASSOCIATION FOR FAMILY AND PO BOX 173 ANAHOLA HI 96703 0 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/ExplanationTxt4Tax Preparation Fee (non-allocable) 1600 Investmnt Mngmnt Fees (non-deductib 844 Foreign Taxes on Qualified Foreign 25 Foreign Taxes on Nonqualified Forei 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ASSETS 26110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FOR 990-EZ, PART II, LINE 24, OTHER ASSETS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCO ABBRUZZESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08086944399
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE P TRIMBLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0996033578
ReturnHeader/Filer/PhoneNum08086944399
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3170 DEPT 715
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd0968023170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-02-26T14:01:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$6.32$9.53$3.21
2024Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$9.03$18.6$9.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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