Consuelo Zobel Alger Foundation
- Assets
- $185.0m
- Revenue
- $7.7m
- Investments
- $178.8m
- Employees
- 0
- Location
- Honolulu, HI
- Founding
- 05/1989
- Data as of
- 12/2019
- EIN
- 99-0266163
Organization Overview
Consuelo Zobel Alger Foundation is located in Honolulu, HI. The organization was established in 1989. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Consuelo Zobel Alger Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2019, Consuelo Zobel Alger Foundation has awarded 91 individual grants totaling $637,450. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2019
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONSUELO FOUNDATION: CONSUELO ON WHEELS; LIFE SKILLS PLUS PROGRAM
CHILD AND FAMILY SERVICE PHILIPPINES PROJECT: RECOVERY PROGRAM, ADVOCACY, AND ADMIN SUPPORT.
CONSUELO FOUNDATION: PARTNER CAPACITY BUILDING TRAININGS, WORSKHOPS, TECHNICAL SUPPORT TO CONSUELO PARTNERS
CONSUELO FOUNDATION: ADVOCACY; SUPPORT FOR ADVOCACY ACTIVITIES FOR THE PROTECTION OF CHILDREN
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gregory Auberry President & CEO | 40 | $296,764 | |
Christina Klemme Treasurer & CFO | 40 | $165,000 | |
Lauren Pelascini Qa Director | 40 | $121,800 | |
Amosa Ott Director Of Ops | 40 | $82,333 | |
Reynelle Shim Senior Accountant | 40.38 | $72,991 | |
Dawn Mahi Program Officer | 40 | $69,111 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Morgan Stanley Smith Barney | 12/30/21 | $306,842 |
Hui Malama I Ke Ala Ulili (Huimau) | 12/30/21 | $125,000 |
Molokai Child Abuse Prevention Pathways | 12/30/21 | $105,000 |
Deloitte & Touche Llp | 12/30/21 | $179,419 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $25,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,693,714 |
| Net Rental Income | $174,833 |
| Net Gain on Sale of Assets | $3,439,065 |
| Capital Gain Net Income | $3,439,065 |
| Net ST Capital Gain | $0 |
| Income Modifications | $28,350 |
| Profit on Inventory Sales | $0 |
| Other Income | $319,435 |
| Total Revenue | $7,678,598 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $635,444 |
| Other employee salaries and wages | $422,486 |
| Pension plans, employee benefits | $670,548 |
| Interest | $0 |
| Taxes | $588,366 |
| Depreciation | $206,475 |
| Occupancy | $24,047 |
| Travel, conferences, and meetings | $232,033 |
| Printing and publications | $21,451 |
| Other expenses | $3,679,467 |
| Total operating and administrative expenses | $7,745,100 |
| Contributions, gifts, grants paid | $92,733 |
| Total expenses and disbursements | $7,837,833 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,100,749 |
| Net Accounts receivable | $415,941 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $106,176 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $83,167 |
| Net Investments - land, buildings, equipment | $244,033 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $3,779,419 |
| Other assets | $471,192 |
| Total assets | $184,964,136 |
| Accounts payable and accrued expenses | $1,498,585 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $677,168 |
| Total liabilities | $2,175,753 |
Grants Awarded
Over the last fiscal year, Consuelo Zobel Alger Foundation has awarded $37,420 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
CHILD AND FAMILY SREVICE PURPOSE: FIRST PAYMENT ANNUAL PLEDGE FOR NEXT 4 YRS | $15,000 |
HO'IWAI FUND PURPOSE: FUNDER HUI MEMBERSHIP FEE | $10,000 |
Honolulu, HI PURPOSE: COVID-19 FUNDING - KEIKI SUMMER FUN PROGRAM AT KAHAUIKI VILLAGE | $10,000 |
COMMUNITY AND FAMILY SERVICES INTERNATIONAL PURPOSE: SUPPORT FOR THE EDUCATION PROGRAM FOR CHILDREN | $2,420 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Consuelo Zobel Alger Foundation has recieved totaling $250,000.
| Awarding Organization | Amount |
|---|---|
Direct Relief Santa Barbara, CA PURPOSE: FUND FOR HEALTH EQUITY | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |
Kenneth T And Eileen L Norris Foundation Long Beach, CA | $111,335,469 | $18,433,080 |
Ebay Foundation San Jose, CA | $60,566,868 | $33,616,987 |