Nonprofit · EIN 99-0230079
ANNA PERRY-FISKE CHARITABLE TRUST
Also known as HASTINGS II ROBERT W TTEE
Tax-exempt · KAMUELA, HI 96743
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $211,002 | $191,815 | $19,187 | $4,038,791 | $15,749 | $4,023,042 |
| December 31, 2023 | 990-PF | $222,928 | $217,981 | $4,947 | $4,006,211 | $2,356 | $4,003,855 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $645
- Dividends
- $17,055
- Net rental income
- $169,582
- Net gain from sales of assets
- $12,987
- Other income
- $10,569
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $13,750
- Salaries, compensation and benefits (total)
- $45,674
- Disbursements for charitable purposes
- $110,141
- Excise tax on investment income
- $1,918
Balance sheet and other
- Total assets, start of year
- $4,006,211
- Total assets, end of year
- $4,038,791
- Total liabilities, end of year
- $15,749
- Net assets, end of year
- $4,023,042
- Fair market value of assets
- $3,996,044
- Qualifying distributions
- $110,141
- Net investment income
- $199,624
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN G BESS PO BOX 998, KAMUELA, HI 96743 | TRUSTEE | 25 | $11,000 |
| ROBERT W HASTINGS 65-1230 MAMALAHOA HWY STE B-20, KAMUELA, HI 96743 | TRUSTEE | 1 | $2,750 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN G BESS PO BOX 998, KAMUELA, HI 96743 | TRUSTEE | 25 | $13,000 |
| ROBERT W HASTINGS 65-1230 MAMALAHOA HWY STE B-20, KAMUELA, HI 96743 | TRUSTEE | 1 | $2,750 |
Address and contacts
- Address (IRS master file)
- 65-1230 MAMALAHOA HWY B-20, KAMUELA, HI 96743-7308
- Signed the 990-PF
- ROBERT HASTINGS, TRUSTEE
- Phone
- (808) 885-4554
- Return prepared by
- TAKETA IWATA HARA & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-0230079
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,038,791
- Income (IRS master file)
- $236,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $211,002 | $191,815 | $4,038,791 | IRS |
| 990-PF | December 2023 | $222,928 | $217,981 | $4,006,211 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-0230079).
Questions about ANNA PERRY-FISKE CHARITABLE TRUST
- What is the EIN of ANNA PERRY-FISKE CHARITABLE TRUST?
- The employer identification number (EIN) of ANNA PERRY-FISKE CHARITABLE TRUST is 99-0230079.
- Is ANNA PERRY-FISKE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ANNA PERRY-FISKE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA PERRY-FISKE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA PERRY-FISKE CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA PERRY-FISKE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANNA PERRY-FISKE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $11,000 (STEPHEN G BESS, TRUSTEE).
- How much revenue does ANNA PERRY-FISKE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $211,002, expenses of $191,815 and total assets of $4,038,791 at year end.
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