HONOLULU, HI
Consuelo Zobel Alger Foundation
Quick Facts
- EIN
- 990266163
- Location
- HONOLULU, HI
- Category
- Philanthropy & Grantmaking
- Total Assets
- $206.5M
- Annual Income
- $73.8M
- IRS Ruling Year
- 1989
About This Foundation
Consuelo Zobel Alger Foundation is a private foundation based in HONOLULU, HI. The foundation received its IRS ruling in 1989. It holds total assets of $206.5M. Annual income is reported at $73.8M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$7.8M
2023-14%
Total Assets
$190.1M
2023+9%
Fair Market Value
$201.2M
2023
Net Worth
$188.8M
2023
Grants Paid
$135K
2023
Contributions
$275K
2023
Net Investment Income
$11.4M
2023
Distribution Amount
$0
2023
Total Giving by Year
$6.4M
11$7M
12$7.2M
13$7.2M
14$7.4M
15$6.1M
18$7.8M
19$7.3M
20$9M
21$9M
22$7.8M
23Asset Growth
$137.1M
11$150.8M
12$165.9M
13$172.4M
14$163.3M
15$166M
18$185M
19$196.9M
20$210.9M
21$175M
22$190.1M
23Investment Portfolio (2023)
Total: $131.3M
Corporate Stock: $107.3M
Corporate Bonds: $11.5M
Government Obligations: $12.5M
Other Investments: $51.3M
Corporate Stock (59%)
Corporate Bonds (6%)
Government Obligations (7%)
Other Investments (28%)
Expense Breakdown (2023)
Officer Compensation$701K
Travel & Conferences$690K
Pension & Benefits$458K
Accounting Fees$247K
Depreciation$199K
Grants Paid$135K
Legal Fees$22K
Printing & Publications$10K
Occupancy$6K
Revenue Sources (2023)
- Capital Gains (Net)
- $6.8M
- Dividends
- $3.7M
- Contributions
- $275K
- Gross Rents
- $162K
- Other Income
- $139K
Financial Details (2023)
- Total Revenue
- $11.1M
- Total Expenses
- $7.8M
- Exempt Purpose Expenses
- $6.7M
- Required Distribution
- $0
- Undistributed Income
- $0
- Total Liabilities
- $1.3M
- Excise Tax
- $158K
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
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