CONSUELO ZOBEL ALGER FOUNDATION Charity Report

Public IRS 990 nonprofit record

CONSUELO ZOBEL ALGER FOUNDATION

EIN 99-0266163 · Private Grantmaking Foundations (T20)

What they do

CONSUELO ZOBEL ALGER FOUNDATION UBI LIMITED PARTNERSHIP INTEREST

Before you give

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Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$62.44spent for every $100 of revenueRevenue covered expenses this year.

$24.20in assets for every $1 spent this yearSome assets cannot be spent right away.

2.0%of its money came from giftsOther money may come from services or investments.

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Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $339,619 for GREGORY AUBERRY (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$13,662,558

Expenses$8,531,418

Annual surplus $5,131,140 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$13,662,558

Expenses$8,531,418

Assets$206,452,537

Income$73,786,112

Contributions$280,000

Grants given$1,069,939

Average grant$9,468

Executive compensation (total)$661,622

Stocks and bonds$132,826,543

Accounting fees$402,680

Investing fees$658,750

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

GREGORY AUBERRYPRESIDENT & CEO · 40 hrs/week $339,619

CHRISTINA KLEMMETREASURER & CFO · 40 hrs/week $188,198

DR MARIELLA CASTILLOMANAGING DIRECTOR · 40 hrs/week $111,109

DAWN MAHISR PROGRAM OFFICER · 40 hrs/week $94,500

REYNELLE SHIMSENIOR ACCOUNTANT · 40 hrs/week $81,486

AMOSA OTTDIRECTOR OF OPS · 40 hrs/week $81,393

CASSANDRA NICHOLSPROGRAM OFFICER · 40 hrs/week $73,500

DONALD W LAYDENDIRECTOR · 5 hrs/week $21,000

CONSTANCE H LAUCHAIRMAN · 5 hrs/week $21,000

HOYT H ZIASECRETARY · 3 hrs/week $21,000

JEFFREY N WATANABEDIRECTOR · 4 hrs/week $21,000

I PATRICK GRIGGSDIRECTOR · 5 hrs/week $18,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

GREGORY AUBERRYPRESIDENT & CEO

CHRISTINA KLEMMETREASURER & CFO

DR MARIELLA CASTILLOMANAGING DIRECTOR

DAWN MAHISR PROGRAM OFFICER

REYNELLE SHIMSENIOR ACCOUNTANT

AMOSA OTTDIRECTOR OF OPS

CASSANDRA NICHOLSPROGRAM OFFICER

DONALD W LAYDENDIRECTOR

CONSTANCE H LAUCHAIRMAN

HOYT H ZIASECRETARY

JEFFREY N WATANABEDIRECTOR

I PATRICK GRIGGSDIRECTOR

PATTI J LYONSDIRECTOR

RACHAEL WONGDIRECTOR

ALEJANDRO Z PADILLADIRECTOR

TIMOTHY E JOHNSDIRECTOR

ROBERT S TSUSHIMADIRECTOR

About this charity

Recognized since: January 1989
Location: 110 N HOTEL ST, HONOLULU, HI 96817-5002
County: Honolulu
In care of: % CONSUELO ZOBEL ALGER FDN
Primary officer: CHRISTINA KLEMME, CFO

How to reach them

WebsiteVisit the charity’s website EmailPhilippinesask@consuelo.org Phone(808) 532-3939

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990PF
Tax preparer: DELOITTE TAX LLP
NTEE classification: Private Grantmaking Foundations (T20)
IRS tax category: Private Grantmaking Foundations
Grant-giving organization: Yes