Nonprofit · EIN 99-0266163
CONSUELO ZOBEL ALGER FOUNDATION
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,662,558 | $8,531,418 | $5,131,140 | $206,452,537 | $1,476,376 | $204,976,161 |
| December 31, 2023 | 990-PF | $11,108,217 | $7,763,467 | $3,344,750 | $190,128,341 | $1,285,893 | $188,842,448 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $280,000
- Dividends
- $3,429,187
- Net rental income
- $114,555
- Net gain from sales of assets
- $9,529,984
- Other income
- $272,073
Expenses
- Grants and similar amounts paid
- $84,296
- Compensation of officers, directors and key employees
- $701,817
- Salaries, compensation and benefits (total)
- $1,147,305
- Disbursements for charitable purposes
- $6,943,386
- Excise tax on investment income
- $224,659
Balance sheet and other
- Total assets, start of year
- $190,128,341
- Total assets, end of year
- $206,452,537
- Total liabilities, end of year
- $1,476,376
- Net assets, end of year
- $204,976,161
- Fair market value of assets
- $217,308,940
- Qualifying distributions
- $7,038,656
- Net investment income
- $17,516,824
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREGORY AUBERRY 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | PRESIDENT & CEO | 40 | $339,619 | $47,892 |
| CHRISTINA KLEMME 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | TREASURER & CFO | 40 | $188,198 | $31,602 |
| DR MARIELLA CASTILLO 110 N HOTEL STREET, HONOLULU, HI 96817 | MANAGING DIRECTOR Highest-paid employee | 40 | $111,109 | $3,716 |
| DAWN MAHI 110 N HOTEL STREET, HONOLULU, HI 96817 | SR PROGRAM OFFICER Highest-paid employee | 40 | $94,500 | $20,342 |
| REYNELLE SHIM 110 N HOTEL STREET, HONOLULU, HI 96817 | SENIOR ACCOUNTANT Highest-paid employee | 40 | $81,486 | $18,754 |
| AMOSA OTT 110 N HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR OF OPS Highest-paid employee | 40 | $81,393 | $3,532 |
| CASSANDRA NICHOLS 4062 KOKO DRIVE, HONOLULU, HI 96816 | PROGRAM OFFICER Highest-paid employee | 40 | $73,500 | $17,707 |
| CONSTANCE H LAU 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | CHAIRMAN | 5 | $21,000 | $0 |
| JEFFREY N WATANABE 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 4 | $21,000 | $0 |
| DONALD W LAYDEN 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 5 | $21,000 | $0 |
| HOYT H ZIA 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | SECRETARY | 3 | $21,000 | $0 |
| PATTI J LYONS 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 5 | $18,000 | $18,923 |
| I PATRICK GRIGGS 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 5 | $18,000 | $0 |
| ALEJANDRO Z PADILLA 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 3 | $18,000 | $0 |
| TIMOTHY E JOHNS 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 3 | $18,000 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHAEL WONG 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 3 | $18,000 |
| ROBERT S TSUSHIMA 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GREGORY AUBERRY 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | PRESIDENT & CEO | 40 | $329,729 | $46,475 |
| CHRISTINA KLEMME 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | TREASURER & CFO | 40 | $184,236 | $30,694 |
| LAUREN PELASCINI 110 N HOTEL STREET, HONOLULU, HI 96817 | QA DIRECTOR Highest-paid employee | 40 | $122,896 | $22,764 |
| DR MARIELLA CASTILLO 110 N HOTEL STREET, HONOLULU, HI 96817 | MANAGING DIRECTOR Highest-paid employee | 40 | $111,109 | $3,633 |
| DAWN MAHI 110 N HOTEL STREET, HONOLULU, HI 96817 | PROGRAM OFFICER Highest-paid employee | 40 | $90,000 | $18,860 |
| AMOSA OTT 110 N HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR OF OPS Highest-paid employee | 40 | $84,978 | $3,536 |
| REYNELLE SHIM 110 N HOTEL STREET, HONOLULU, HI 96817 | SENIOR ACCOUNTANT Highest-paid employee | 40 | $77,719 | $17,729 |
| CONSTANCE H LAU 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | CHAIRMAN | 4 | $21,000 | $0 |
| JEFFREY N WATANABE 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 4 | $21,000 | $0 |
| DONALD W LAYDEN 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 2 | $21,000 | $0 |
| HOYT H ZIA 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | SECRETARY | 4 | $21,000 | $0 |
| PATTI J LYONS 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 8 | $18,000 | $17,965 |
| I PATRICK GRIGGS 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 5 | $18,000 | $0 |
| ALEJANDRO Z PADILLA 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 3 | $18,000 | $0 |
| TIMOTHY E JOHNS 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 3 | $18,000 | $0 |
| RACHAEL WONG 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 4 | $18,000 | $0 |
| ROBERT S TSUSHIMA 110 NORTH HOTEL STREET, HONOLULU, HI 96817 | DIRECTOR | 4 | $13,500 | $0 |
Address and contacts
- Address (IRS master file)
- 110 N HOTEL ST, HONOLULU, HI 96817-5002
- In care of
- % CONSUELO ZOBEL ALGER FDN
- Signed the 990-PF
- CHRISTINA KLEMME, CFO
- Phone
- (808) 532-3939
- Website
- WWW.CONSUELO.ORG
- Return prepared by
- Deloitte Tax 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-0266163
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $206,452,537
- Income (IRS master file)
- $73,786,112
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,662,558 | $8,531,418 | $206,452,537 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $11,108,217 | $7,763,467 | $190,128,341 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 99-0266163).
Questions about CONSUELO ZOBEL ALGER FOUNDATION
- What is the EIN of CONSUELO ZOBEL ALGER FOUNDATION?
- The employer identification number (EIN) of CONSUELO ZOBEL ALGER FOUNDATION is 99-0266163.
- Is CONSUELO ZOBEL ALGER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to CONSUELO ZOBEL ALGER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CONSUELO ZOBEL ALGER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CONSUELO ZOBEL ALGER 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 CONSUELO ZOBEL ALGER 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 CONSUELO ZOBEL ALGER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 17 people; 16 received compensation from the organization, the highest $339,619 (GREGORY AUBERRY, PRESIDENT & CEO).
- How much revenue does CONSUELO ZOBEL ALGER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,662,558, expenses of $8,531,418 and total assets of $206,452,537 at year end.
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