Civic Intelligence

David C AI Charitable Trust

990 • Fiscal year 2022 • EIN 99-6078252

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 23, 2023

Organization ProfileNA
PO Box 1559Honolulu, HI 96806

(808) 529-5834

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

2nd percentile

-226%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

96th percentile

117%

Faster asset growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,123,580

Up $4,917,888 (+117%) from 2021

Net Assets

Up

$9,123,580

Up $4,917,888 (+117%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin2nd percentile

Revenue

Down

$96,996

Down $343,424 (-78%) from 2021

Expenses

Up

$316,582

Up $166,842 (+111%) from 2021

Net Income

Down

-$219,586

Down $510,266 (-176%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

Highlighted filing

2022

Assets$9,123,580
Liabilities$0
Net Assets$9,123,580
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2022

Revenue$96,996
Expenses$316,582
Net Income-$219,586
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$322,771
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."

To support programs of a local ymca branch and other charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,205,692$9,123,580▲ $4,917,888
Investments Other Securities$2,708,426$8,066,749▲ $5,358,323
Investments in Publicly Traded Securities$1,153,871$920,766▼ $233,105
Land, Buildings, and Equipment, Net$79,500$79,500→ $0
Savings and Temporary Cash Investments$141,203$39,198▼ $102,005
Cash and Non-Interest-Bearing Accounts$122,692$17,367▼ $105,325
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,205,692$9,123,580▲ $4,917,888
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,205,692$9,123,580▲ $4,917,888
Total Liabilities and Net Assets / Fund Balance$4,205,692$9,123,580▲ $4,917,888

Asset Categories

AssetBook ValueDepreciationBasis
Land$79,500--
Closely Held Equity Interests$8,066,749--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Carol Ai MayTrustee
Jim YatesTrustee
Steven C AiTrustee
Val IwashitaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,509
Other Revenue
$74,487
Change in Net Assets
$-219,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,582
Grants and Similar Amounts Paid$79,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,000--$79,000
Fees for Services Legal-$10,971-$10,971
Fees for Service Investment Mgmnt Fees-$6,348-$6,348
Fees for Services Accounting-$4,528-$4,528
Other Expenses-$624-$624
All Other Expenses-$357-$357
Total Functional Expenses$79,000$237,582$0$316,582
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YmcaHonolulu, HI501(c)(3)Teen Fitness Programs$43,000
Iolani SchoolHonolulu, HI501(c)(3)Education$31,000
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two of the four trustees are blood relatives. The two related trustees are officers of city mill company ltd., a closely held retail hardware and home improvement business in which the trust owns shares. The above trustee structure became effective may 17, 2013. Prior to that time the trust had six trustees, four of whom were blood relatives, and two who were independent.”

Form 990, Part VI, Section B, Line 11B

“The trustee designated to oversee tax matters reviews form 990 before signing and filing.”

Form 990, Part VI, Section C, Line 19

“The charitable trust will make pertinent extracts of its governing documents available to the public upon request.”

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
2023-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven C Ai
Formed
1996
Legal Domicile
Hi
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Cw Associates Cpas
Address
700 BISHOP STREET SUITE 1040, HONOLULU, HI 96813
Preparer
Melanie a King
Phone
8085311040
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“City mill ltd 3780 share 5,358,323.”

Raw XML AppendixShowing 400 of 408 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
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IRS990/AllOtherExpensesGrp/TotalAmt0357
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IRS990/BooksInCareOfDetail/PhoneNum08085295834
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0660 NORTH NIMITZ HIGHWAY-ADMIN
IRS990/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
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IRS990/IndependentVotingMemberCnt02
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt079500
IRS990/LandBldgEquipCostOrOtherBssAmt079500
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0225775
IRS990/LoanOutstandingInd00
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IRS990/MissionDesc0"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."
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TWO OF THE ORGANIZATION'S TRUSTEES SERVE ON THE GOVERNING BODY OF TWO SUPPORTED ORGANIZATIONS. THESE TWO TRUSTEES REPRESENT 50% OF THE ORGANIZATION'S BOARD, AND PARTICIPATE IN THE BOARD DECISIONS. AS SUCH, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FUNDS WERE PROVIDED TO THE FOLLOWING SUPPORTED ORGANIZATIONS, TO ASSIST THE SUPPORTED ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSES: GOODWILL INDUSTRIES; IOLANI SCHOOL; JAPAN AMERICAN NATIONAL MUSEUM; PALAMA SETTLEMENT; PALOLO CHINESE HOME; TENDAI MISSION; AND YMCA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D , LINE3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0990073533
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt043000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA - NUUANU BRANCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt043000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt08066749
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt079500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt079500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt079500
IRS990ScheduleD/TotalBookValueSecuritiesAmt08066749
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt031000
IRS990ScheduleI/RecipientTable/CashGrantAmt143000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TEEN FITNESS PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IOLANI SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0990073502
IRS990ScheduleI/RecipientTable/RecipientEIN1990073533
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0563 KAMOKU ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11441 PALI HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096826
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196813
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUSTEES MAINTAIN CLOSE CONTACT WITH DIRECTORS AND OFFICERS OF SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. ONE SUCH DIRECTOR AND ONE SUCH OFFICER SERVE AS TRUSTEES OF THIS TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE FOUR TRUSTEES ARE BLOOD RELATIVES. THE TWO RELATED TRUSTEES ARE OFFICERS OF CITY MILL COMPANY LTD., A CLOSELY HELD RETAIL HARDWARE AND HOME IMPROVEMENT BUSINESS IN WHICH THE TRUST OWNS SHARES. THE ABOVE TRUSTEE STRUCTURE BECAME EFFECTIVE MAY 17, 2013. PRIOR TO THAT TIME THE TRUST HAD SIX TRUSTEES, FOUR OF WHOM WERE BLOOD RELATIVES, AND TWO WHO WERE INDEPENDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE DESIGNATED TO OVERSEE TAX MATTERS REVIEWS FORM 990 BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHARITABLE TRUST WILL MAKE PERTINENT EXTRACTS OF ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CITY MILL LTD 3780 SHARE 5,358,323.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0YMCA OF HONOLULU - NUUANU BRANCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0990073533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0YOUTH FITNESS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01441 PALI HAWAII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096813
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04205692
IRS990/TotalAssetsEOYAmt09123580
IRS990/TotalAssetsGrp/BOYAmt04205692
IRS990/TotalAssetsGrp/EOYAmt09123580
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0237582
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt079000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0316582
IRS990/TotalGrossUBIAmt074487
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04205692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09123580
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt079000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022509
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt074487
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04205692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09123580
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0660 NORTH NIMITZ HIGHWAY
IRS990/USAddress/CityNm0HONOLULU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096817
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C AI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08085295834
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID C AI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AI
ReturnHeader/Filer/EIN0996078252
ReturnHeader/Filer/PhoneNum08085295834
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1559
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096806
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261659234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CW ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 BISHOP STREET SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096813
ReturnHeader/PreparerPersonGrp/PhoneNum08085311040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-12

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,123,580
Liabilities
$0
Net assets
$9,123,580
Revenue
$96,996
Expenses
$316,582
Net income
-$219,586
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
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