EIN 99-0262794

Csi Trust Company

IRS 501(c) type
501(c)(3)
Num. employees
15
State
Year formed
1989
Most recent tax filings
2023-12-01
Description
Csi Trust Company assists the elderly and infirm with bookkeeping, bank reconciliation, daily money management, and provides fiduciary services. They also act as liaisons with caregivers, case managers, and family members to assist with asset collection, bill paying, and other related services. Their location is in Honolulu, HI.
Also known as...
Csi Inc
Total revenues
$997,536
2023
Total expenses
$990,715
2023
Total assets
$2,810,997
2023
Num. employees
15
2023

Program areas at Csi Trust Company

To assist elderly and infirm with money management and other services such as bank reconciliations, bill paying, asset collection, fiduciary services and act as liaison with care givers, case managers and family members.

Personnel at Csi Trust Company

NameTitleCompensation
Daniel ShelvertonExecutive Director$119,867

Financials for Csi Trust Company

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$894,617
Investment income and dividends$102,606
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$313
Total revenues$997,536

Form 990s for Csi Trust Company

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-12990View PDF
2022-122023-11-08990View PDF
2021-122022-11-10990View PDF
2020-122021-09-23990View PDF
2019-122021-12-09990View PDF
...and 10 more Form 990s

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Data update history
March 7, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 23, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 7, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Human service organizationsSenior centersCharities
Issues
Human services
Characteristics
State / local levelTax deductible donationsAccepts online donations
General information
Address
1001 Bishop ST- Asb Tower Ste 2305
Honolulu, HI 96813
Metro area
Urban Honolulu, HI
County
Honolulu County, HI
Website URL
csitrustcompany.org/ 
Phone
(808) 538-0353
IRS details
EIN
99-0262794
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1989
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P81: Senior Centers and Services
NAICS code, primary
624120: Services for the Elderly and People with Disabilities
Parent/child status
Independent
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