HONOLULU, HI
Atherton Family Foundation
Quick Facts
- EIN
- 510175971
- Location
- HONOLULU, HI
- Category
- General
- Total Assets
- $82.9M
- Annual Income
- $19.8M
- IRS Ruling Year
- 1975
About This Foundation
Atherton Family Foundation is a private foundation based in HONOLULU, HI. The foundation received its IRS ruling in 1975. It holds total assets of $82.9M. Annual income is reported at $19.8M.
View 990 FilingsFinancial Overview
Total Giving
$6.9M
2023+10%
Total Assets
$90.7M
2023-2%
Fair Market Value
$104.6M
2023
Net Worth
$90.7M
2023
Grants Paid
$6M
2023
Contributions
$2K
2023
Net Investment Income
$4.6M
2023
Distribution Amount
$5.1M
2023
Total Giving by Year
$5.1M
11$5.1M
12$5.4M
13$5.2M
14$4.9M
15$6.2M
19$6.1M
20$6M
21$6.3M
22$6.9M
23Asset Growth
$81.3M
11$80.7M
12$79.4M
13$78.5M
14$77M
15$92.7M
19$92.1M
20$98.2M
21$92.5M
22$90.7M
23Investment Portfolio (2023)
Total: $0
Other Investments: $89.5M
Cash: $8K
Other Investments (100%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$6M
Accounting Fees$26K
Travel & Conferences$5K
Legal Fees$4K
Revenue Sources (2023)
- Other Income
- $2.7M
- Dividends
- $1.1M
- Capital Gains (Net)
- $853K
- Gross Rents
- $543K
- Contributions
- $2K
Financial Details (2023)
- Total Revenue
- $5.2M
- Total Expenses
- $6.9M
- Exempt Purpose Expenses
- $6.2M
- Required Distribution
- $5.1M
- Undistributed Income
- $236K
- Total Liabilities
- $1
- Excise Tax
- $64K
- Tax Due
- $32K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica