HONOLULU, HI
Maurice And Joanna Sullivan Family Foundation
Quick Facts
- EIN
- 481259090
- Location
- HONOLULU, HI
- Category
- Philanthropy & Grantmaking
- Total Assets
- $36.3M
- Annual Income
- $5M
- IRS Ruling Year
- 2004
About This Foundation
Maurice And Joanna Sullivan Family Foundation is a private foundation based in HONOLULU, HI. The foundation received its IRS ruling in 2004. It holds total assets of $36.3M. Annual income is reported at $5M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$3.2M
2023+9%
Total Assets
$36.5M
2023+37%
Fair Market Value
$69.7M
2023
Net Worth
$36.5M
2023
Grants Paid
$2.9M
2023
Contributions
$0
2023
Net Investment Income
$12.9M
2023
Distribution Amount
$3.1M
2023
Total Giving by Year
$2.4M
19$2.6M
20$2.7M
21$2.9M
22$3.2M
23Asset Growth
$30.2M
19$28.9M
20$27.6M
21$26.7M
22$36.5M
23Investment Portfolio (2023)
Total: $28.8M
Corporate Stock: $21.4M
Corporate Bonds: $3.9M
Government Obligations: $3.5M
Other Investments: $7.4M
Cash: $121K
Corporate Stock (59%)
Corporate Bonds (11%)
Government Obligations (10%)
Other Investments (20%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$2.9M
Legal Fees$71K
Occupancy$47K
Accounting Fees$12K
Revenue Sources (2023)
- Capital Gains (Net)
- $11.4M
- Dividends
- $1.5M
- Gross Rents
- $101K
- Interest
- $12K
- Other Income
- $30
Financial Details (2023)
- Total Revenue
- $12.9M
- Total Expenses
- $3.2M
- Exempt Purpose Expenses
- $3.1M
- Required Distribution
- $3.1M
- Undistributed Income
- $3M
- Total Liabilities
- $1
- Excise Tax
- $179K
- Tax Due
- $150K
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
See Similar Foundations
Philanthropy & Grantmaking
Gates Foundation
SEATTLE, WA
$78.7BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Gates Foundation Trust
KIRKLAND, WA
$77.6BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Ford Foundation
NEW YORK, NY
$17.5BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
William & Flora Hewlett Foundation
MENLO PARK, CA
$14.2BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Robert Wood Johnson Foundation
PRINCETON, NJ
$13.4BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
J Paul Getty Trust
LOS ANGELES, CA
$13BPhilanthropy & Grantmaking
More Foundations in Hawaii
Philanthropy & Grantmaking
Consuelo Zobel Alger Foundation
HONOLULU, HI
$206.5MPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Na Aina Kai Botanical Gardens
KILAUEA, HI
$154.6MPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Victoria S And Bradley L Geist Foundation
HONOLULU, HI
$37MPhilanthropy & Grantmaking