Civic Intelligence

David C AI Charitable Trust

990T • Fiscal year 2021 • EIN 99-6078252

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 12, 2022

PO Box 1559Honolulu, HI 96806

(808) 529-5834

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $3,559,275Liabilities 2010: $0Net Assets 2010: $3,559,2752010Assets 2011: $3,618,413Liabilities 2011: $0Net Assets 2011: $3,618,4132011Assets 2013: $3,550,359Liabilities 2013: $0Net Assets 2013: $3,550,3592013Assets 2014: $3,699,103Liabilities 2014: $0Net Assets 2014: $3,699,1032014Assets 2015: $3,843,893Liabilities 2015: $0Net Assets 2015: $3,843,8932015Assets 2016: $3,801,122Liabilities 2016: $0Net Assets 2016: $3,801,1222016Assets 2017: $3,642,353Liabilities 2017: $0Net Assets 2017: $3,642,3532017Assets 2018: $3,601,438Liabilities 2018: $0Net Assets 2018: $3,601,4382018Assets 2019: $3,756,266Liabilities 2019: $0Net Assets 2019: $3,756,2662019Assets 2020: $3,849,318Liabilities 2020: $0Net Assets 2020: $3,849,3182020Assets 2021: $4,205,692Liabilities 2021: $0Net Assets 2021: $4,205,6922021Assets 2022: $9,123,580Liabilities 2022: $0Net Assets 2022: $9,123,5802022Assets 2023: $15,046,086Liabilities 2023: $0Net Assets 2023: $15,046,0862023Assets 2024: $15,740,860Liabilities 2024: $0Net Assets 2024: $15,740,8602024

Latest loaded filing

2024

Assets$15,740,860
Liabilities$0
Net Assets$15,740,860

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $287,4672010Revenue 2011: $270,795Expenses 2011: $178,566Net Income 2011: $92,2292011Revenue 2013: $61,117Expenses 2013: $99,142Net Income 2013: -$38,0252013Revenue 2014: $267,287Expenses 2014: $74,881Net Income 2014: $192,4062014Revenue 2015: $568,256Expenses 2015: $392,756Net Income 2015: $175,5002015Revenue 2016: $433,007Expenses 2016: $520,712Net Income 2016: -$87,7052016Revenue 2017: $408,440Expenses 2017: $627,501Net Income 2017: -$219,0612017Revenue 2018: $606,990Expenses 2018: $551,494Net Income 2018: $55,4962018Revenue 2019: $161,906Expenses 2019: $138,340Net Income 2019: $23,5662019Revenue 2020: $161,391Expenses 2020: $132,592Net Income 2020: $28,7992020Revenue 2021: $440,420Expenses 2021: $149,740Net Income 2021: $290,6802021Revenue 2022: $96,996Expenses 2022: $316,582Net Income 2022: -$219,5862022Revenue 2023: $5,774,205Expenses 2023: $945,925Net Income 2023: $4,828,2802023Revenue 2024: $797,026Expenses 2024: $1,082,780Net Income 2024: -$285,7542024

Latest loaded filing

2024

Revenue$797,026
Expenses$1,082,780
Net Income-$285,754
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 12, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

"the trustee shall distribute all of the net income of the charitable trust each year and may distribute so much or all of the principal of the charitbale trust as it deems necessary for the charitable trust's purposes, consistent with the long term needs of the beneficiaries." "payment shall be made, first, to the nuuanu ymca, honolulu, hawaii, to fund its teen fitness program...". "any net income remaining and any principal distributions the trustee may deem necessary shall be distributed to such one or more charitable orginizations listed on exhibit iii ... In such amounts, as the trustee shall determine."

Filing and Contact Details

Filer

Filer Name
David C Ai Charitable Trust
EIN
99-6078252
Phone
8085295834
Address
PO BOX 1559, HONOLULU, HI 96806

Signing Officer

Name
Steven C Ai
Title
Trustee
Phone
8085295834
Signed
2022-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Cw Associates Cpas
Address
700 BISHOP STREET SUITE 1040, HONOLULU, HI 96813
Preparer
Melanie a King
Phone
8085311040
Raw XML Appendix177 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.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.80$1.08$0.29
2023Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$5.77$0.95$4.83
2022Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.10$0.32$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.44$0.15$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.16$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.61$0.55$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.41$0.63$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.43$0.52$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.57$0.39$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.27$0.07$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.06$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$0.27$0.18$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.29