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Nonprofit · EIN 51-0175971

ATHERTON FAMILY FOUNDATION

Tax-exempt · HONOLULU, HI 96802

Financials

$5.2M$6.9M2023$9.4M$7.8M2024
Revenue Expenses · by fiscal year end
Financials of ATHERTON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,413,880$7,823,434$1,590,446$82,931,905$0$82,931,905
December 31, 2023990-PF$5,196,559$6,933,913-$1,737,354$90,744,784$0$90,744,784
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,432,276
Interest
$9,264
Net rental income
$366,988
Net gain from sales of assets
$5,799,583
Other income
$1,554,991

Expenses

Grants and similar amounts paid
$5,560,194
Disbursements for charitable purposes
$5,843,074
Excise tax on investment income
$187,109

Balance sheet and other

Total assets, start of year
$90,744,784
Total assets, end of year
$82,931,905
Total liabilities, end of year
$0
Net assets, end of year
$82,931,905
Fair market value of assets
$129,316,397
Qualifying distributions
$5,843,074
Net investment income
$15,000,949

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.

NameTitleHours / weekCompensation
PATRICIA R GILES
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
PRESIDENT/DIRECTOR1$0
FREDERICK W ROHLFING
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/DIRECTOR1$0
PAUL F MORGAN
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/SECRETARY/DIRECTOR1$0
MARY MIDKIFF
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/DIRECTOR1$0
JULIETTE K SHEEHAN
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/DIRECTOR0$0
HERBERT RICHARDS III
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/TREASURER/DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PATRICIA R GILES
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
PRESIDENT/DIRECTOR1$0
FREDERICK W ROHLFING
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/DIRECTOR1$0
PAUL F MORGAN
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/SECRETARY/DIRECTOR1$0
MARY MIDKIFF
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/DIRECTOR1$0
JULIETTE K SHEEHAN
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/DIRECTOR0$0
HERBERT RICHARDS III
PO BOX 3170 DEPT 715, HONOLULU, HI 968023170
VP/TREASURER/DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 3170, HONOLULU, HI 96802-3170
In care of
% BANK OF HAWAII
Signed the 990-PF
FREDERICK W ROHLFING, DIRECTOR
Phone
(808) 694-4393
Return prepared by
KPMG LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
51-0175971
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
1975
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$82,931,905
Income (IRS master file)
$19,815,416

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,413,880$7,823,434$82,931,905IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$5,196,559$6,933,913$90,744,784XML
990-TDecember 2023–––IRS
990-PFDecember 2022$163,553$6,287,019$92,514,055IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––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 51-0175971).

Questions about ATHERTON FAMILY FOUNDATION

What is the EIN of ATHERTON FAMILY FOUNDATION?
The employer identification number (EIN) of ATHERTON FAMILY FOUNDATION is 51-0175971.
Is ATHERTON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to ATHERTON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ATHERTON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ATHERTON FAMILY FOUNDATION 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 ATHERTON FAMILY FOUNDATION 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 ATHERTON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does ATHERTON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,413,880, expenses of $7,823,434 and total assets of $82,931,905 at year end.

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