Civic Intelligence

David C AI Charitable Trust

990 • Fiscal year 2023 • EIN 99-6078252

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

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

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

5853%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$15,046,086

Up $5,922,506 (+65%) from 2022

Net Assets

Up

$15,046,086

Up $5,922,506 (+65%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$5,774,205

Up $5,677,209 (+5853%) from 2022

Expenses

Up

$945,925

Up $629,343 (+199%) from 2022

Net Income

Up

$4,828,280

Up $5,047,866 (+2299%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2023

Assets$15,046,086
Liabilities$0
Net Assets$15,046,086
Open 2023 Filing

Operations Trend

Revenue Growth100th 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

2023

Revenue$5,774,205
Expenses$945,925
Net Income$4,828,280
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$18,797,786
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$9,123,580$15,046,086▲ $5,922,506
Investments in Publicly Traded Securities$920,766$14,455,472▲ $13,534,706
Investments Other Securities$8,066,749$0▼ $8,066,749
Savings and Temporary Cash Investments$39,198$431,432▲ $392,234
Cash and Non-Interest-Bearing Accounts$17,367$79,682▲ $62,315
Land, Buildings, and Equipment, Net$79,500$79,500→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$9,123,580$15,046,086▲ $5,922,506
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,123,580$15,046,086▲ $5,922,506
Total Liabilities and Net Assets / Fund Balance$9,123,580$15,046,086▲ $5,922,506

Asset Categories

AssetBook ValueDepreciationBasis
Land$79,500--
Compensation and Service Providers
Top Officer Pay14th 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
$5,546,381
Other Revenue
$227,824
Change in Net Assets
$4,828,280
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$576,750
Other Expenses$369,175
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$576,750--$576,750
Fees for Service Investment Mgmnt Fees-$31,350-$31,350
Fees for Services Legal-$9,193-$9,193
Fees for Services Accounting-$6,501-$6,501
Other Expenses-$13-$13
Total Functional Expenses$576,750$369,175$0$945,925
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Iolani SchoolHonolulu, HI501(c)(3)Education$420,000
YmcaHonolulu, HI501(c)(3)Teen Fitness Programs$84,750
Palama SettlementHonolulu, HI501(c)(3)Partner With Those Who Have the Greatest Needs in Our Community, Empowering Them to Enhance Their Well-being Through Education, Health and Recreation.$40,000
Goodwill Industries of HonoluluHonolulu, HI501(c)(3)Help People With Employment Barriers to Reach Their Full Potential and Become Self-sufficient.$25,000
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
2024-11-06
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:

“Distributions from david ai marital trust 156,000.”

Raw XML AppendixShowing 400 of 418 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/BooksInCareOfDetail/PhoneNum08085295834
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013023581
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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
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0990073533
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt084750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA - NUUANU BRANCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt084750
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt079500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt079500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt079500
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0420000
IRS990ScheduleI/RecipientTable/CashGrantAmt184750
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TEEN FITNESS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HELP PEOPLE WITH EMPLOYMENT BARRIERS TO REACH THEIR FULL POTENTIAL AND BECOME SELF-SUFFICIENT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PARTNER WITH THOSE WHO HAVE THE GREATEST NEEDS IN OUR COMMUNITY, EMPOWERING THEM TO ENHANCE THEIR WELL-BEING THROUGH EDUCATION, HEALTH AND RECREATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IOLANI SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOODWILL INDUSTRIES OF HONOLULU
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PALAMA SETTLEMENT
IRS990ScheduleI/RecipientTable/RecipientEIN0990073502
IRS990ScheduleI/RecipientTable/RecipientEIN1990073533
IRS990ScheduleI/RecipientTable/RecipientEIN2996001264
IRS990ScheduleI/RecipientTable/RecipientEIN3990074140
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0563 KAMOKU ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11441 PALI HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22610 KILIHOU STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3810 N VINEYARD BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096826
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd196813
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd296819
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd396817
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/Total501c3OrgCnt04
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/ExplanationTxt3DISTRIBUTIONS FROM DAVID AI MARITAL TRUST 156,000.
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/TotalAssetsBOYAmt09123580
IRS990/TotalAssetsEOYAmt015046086
IRS990/TotalAssetsGrp/BOYAmt09123580
IRS990/TotalAssetsGrp/EOYAmt015046086
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0369175
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0576750
IRS990/TotalFunctionalExpensesGrp/TotalAmt0945925
IRS990/TotalGrossUBIAmt0227824
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09123580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015046086
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0576750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05546381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05774205
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0227824
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09123580
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015046086
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C AI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08085295834
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID C AI CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AI
ReturnHeader/Filer/EIN0996078252
ReturnHeader/Filer/PhoneNum08085295834
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1559

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,046,086
Liabilities
$0
Net assets
$15,046,086
Revenue
$5,774,205
Expenses
$945,925
Net income
$4,828,280
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