2025-10-15T23:46:41-05:00 2024-12-31 Deloitte Tax LLP 999 BISHOP STREET SUITE 2700 Honolulu HI 968134454 990PF 2024-01-01 990266163 CONSUELO ZOBEL ALGER FOUNDATION % CONSUELO ZOBEL ALGER FDN CONS 8085323939 110 NORTH HOTEL STREET HONOLULU HI 96817 CHRISTINA KLEMME CFO 8085323939 2025-10-15 true true JESSICA KARANTONIS P00969387 8085430700 2025-10-15 2024 2025-03-06 01:10:19Z X 217308940 X 280000 3429187 4372527 3429187 151314 151314 151314 114555 9529984 69653538 11449393 153898 6304 272073 1543590 42843 13662558 17516824 3783546 701817 701817 1147305 42462 42462 1104843 489529 8293 8293 460090 24912 0 0 24169 402680 0 0 398863 1113616 658750 658750 406051 389663 100960 341 259607 242008 28084 242008 4579 5724 504417 524215 2761 2761 3423835 515743 5810 2970950 8447122 1354292 957664 6859090 84296 84296 8531418 1354292 957664 6943386 5131140 16162532 2825882 3266180 2707826 2707826 327002 350162 327002 327002 74866 84622 84622 12466265 12779996 12779996 107333752 106490274 106490274 11510986 13556273 13556273 1085406 988288 134104 97118 4279633 51324332 67047963 67047963 7508622 4244218 3516524 3264404 9938292 151170 97059 97059 190128341 206452537 217308940 1036725 1078208 249168 398168 1285893 1476376 X 188740070 204913065 102378 63096 188842448 204976161 190128341 206452537 188842448 5131140 11002573 204976161 204976161 INVESTMENTS - PUBLICLY TRADED SECURITIES P 61646921 55099116 6547805 6547805 OTHER PI INVESTMENTS - PUBLICLY TRADED SECURITIES P 2546447 2546447 INVESTMENTS - AYALA STOCK P 3715915 558582 3157333 3157333 CAPITAL GAINS FROM PARTNERSHIPS P 1744255 1744255 1744255 11449393 153898 224659 224659 224659 140903 0 194000 334903 X 0 110244 110244 false false false false false false false true true HI true true false false false true WWW.CONSUELO.ORG CONSUELO ZOBEL ALGER FDN 8085323939 110 NORTH HOTEL STREET HONOLULU HI 96817 true RP false false true true false false false false false false false false false false false true false false true false false false false CONSTANCE H LAU 110 NORTH HOTEL STREET HONOLULU HI 96817 CHAIRMAN 5.0 21000 0 0 PATTI J LYONS 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 5.0 18000 18923 0 JEFFREY N WATANABE 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 4.0 21000 0 0 I PATRICK GRIGGS 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 5.0 18000 0 0 ALEJANDRO Z PADILLA 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 3.0 18000 0 0 ROBERT S TSUSHIMA 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 1.0 0 0 0 DONALD W LAYDEN 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 5.0 21000 0 0 HOYT H ZIA 110 NORTH HOTEL STREET HONOLULU HI 96817 SECRETARY 3.0 21000 0 0 TIMOTHY E JOHNS 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 3.0 18000 0 0 RACHAEL WONG 110 NORTH HOTEL STREET HONOLULU HI 96817 DIRECTOR 3.0 18000 0 0 GREGORY AUBERRY 110 NORTH HOTEL STREET HONOLULU HI 96817 PRESIDENT & CEO 40.0 339619 47892 0 CHRISTINA KLEMME 110 NORTH HOTEL STREET HONOLULU HI 96817 TREASURER & CFO 40.0 188198 31602 0 AMOSA OTT 110 N HOTEL STREET HONOLULU HI 96817 DIRECTOR OF OPS 40.0 81393 3532 0 DR MARIELLA CASTILLO 110 N HOTEL STREET HONOLULU HI 96817 MANAGING DIRECTOR 40.0 111109 3716 0 REYNELLE SHIM 110 N HOTEL STREET HONOLULU HI 96817 SENIOR ACCOUNTANT 40.0 81486 18754 0 DAWN MAHI 110 N HOTEL STREET HONOLULU HI 96817 SR PROGRAM OFFICER 40.0 94500 20342 0 CASSANDRA NICHOLS 4062 KOKO DRIVE HONOLULU HI 96816 PROGRAM OFFICER 40.0 73500 17707 0 3 DELOITTE & TOUCHE LLP 999 BISHOP STREET SUITE 2700 HONOLULU HI 96813 AUDIT/TAX CONSULTING 233841 HUI MALAMA I KE ALA ULILI (huiMAU) PO BOX 6 PAAUILO HI 96776 PROGRAM CONSULTING 165134 MOLOKAI CHILD ABUSE PREVENTION PATHWAYS PO 1049 KAUNAKAKAI HI 96748 PROGRAM CONSULTING 120210 CAMBRIDGE ASSOCIATES LLC PO BOX 412015 BOSTON MA 02241 INVEST. CONSULTING 369277 RESOURCES CONNECTION LLC 17101 ARMSTRONG AVENUE IRVINE CA 92614 ACCOUNTING SERVICES 96267 CONSUELO FOUNDATION: COMMUNICATIONS AND PUBLICATIONS KNOWLEDGE MANAGEMENT. 242936 CHILD AND FAMILY SERVICE PHILIPPINES PROJECT: RECOVERY PROGRAM, ADVOCACY, AND ADMIN SUPPORT. 299740 CONSUELO FOUNDATION: PARTNER CAPACITY BUILDING, TRAININGS, WORSKHOPS, TECHNICAL SUPPORT TO CONSUELO PARTNERS. 505677 CONSUELO FOUNDATION: ADVOCACY; SUPPORT FOR ADVOCACY ACTIVITIES FOR THE PROTECTION OF CHILDREN. 599157 SWEAT EQUITY ADVANCES: PROVIDE FUNDS TO RESIDENTS OF SELF-HELP HOUSING PROJECT FOR IMPROVEMENTS AND OTHER COSTS RELATED TO THEIR HOMES. 5700 5700 124747262 5087466 71616651 201451379 0 201451379 3021771 198429608 9921480 X 6943386 5700 89570 0 0 7038656 1989-06-12 X 2825882 3050592 4080840 4037959 13995273 2402000 2593003 3468714 3432265 11895982 7038656 6746086 7384248 7504027 28673017 84296 135123 213070 37420 469909 6954360 6610963 7171178 7466607 28203108 6614320 5929261 6090031 6740135 25373747 NONE NONE X CHILD & FAMILY SERVICE 91-1841 Fort Weaver Road EWA BEACH HI 96706 NONE PC FOURTH AND FINAL PAYMENT ANNUAL PLEDGE 15000 CHILD AND FAMILY SERVICE PHILIPPINES INC 11 MANZANILLO SUBD EASTER RD BAGUIO CITY RP 2500 NONE NC PROCEEDS FOR HAWAII FUNDRAISER SUPPORT 42051 HUI MALAMA I KE ALA ULILI PO BOX 6 PAAUILO HI 96776 PC VAN PURCHASE ASSISTANCE 5000 MAULIOLA KE'EHI 94-115 PUANANE LP MILILANI HI 96789 PC RENOVATION OF TWO CONTAINERS AS WELL AS REPAIR OF CANOES AND PURCHASING CANOE COVERS 11800 CHILD PROTECTION NETWORK FOUNDATION INC 1630 Luis Ma Guerrero St Malate Manila RP 1004 PC SUPPORT FOR THE 16TH AKO PARA SA BATA CONFERENCE 2352 IDEA PHILIPPINES 0821 JA Clarin St Tagbilaran City Bohol RP 6300 PC SUPPORT FOR THE IMPLEMENTATION OF THE SPECIALIZED VOCATIONAL TRAINING PROGRAM FOR SENIOR HIGH SCHOOL STUDENTS 8093 84296 14 3429187 16 114555 18 9529984 GAIN ON SALE OF SELF-HELP HOUSING 18 169387 MISCELLANEOUS INCOME FROM INVESTMENTS 01 43047 OTHER MISCELLANEOUS INCOME 01 59639 13345799 13345799 false false false false false false false false false false X X 1 PATTI LYONS 3057 PAPALI STREET HONOLULU HI 96819 25000 X 2 ROBERT JEANNE TSUSHIMA 4389 MALIA STREET 109 HONOLULU HI 96821 25000 X 3 DIRECT RELIEF 6100 WALLACE BECKNELL RD SANTA BARBARA CA 93117 225000 X 4 KELLEN KASHIWA 801 SOUTH ST 2414 HONOLULU HI 96813 5000 X ACCOUNTING EXPENSE 402680 0 0 398863 CONSTANCE H LAU OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. PATTI J LYONS PATTI LYONS' COMPENSATION INCLUDES THE FOLLOWING: 1) BOARD MEETING FEES AND HONORARIUM. TIME DEVOTED TO PATTI'S ROLE AS A BOARD MEMBER IS APPROXIMATELY 5 HOURS PER WEEK. 2) CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS. OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. JEFFREY N WATANABE OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. I PATRICK GRIGGS OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. ALEJANDRO Z PADILLA OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. ROBERT S TSUSHIMA OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. DONALD W LAYDEN OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. HOYT H ZIA OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. TIMOTHY E JOHNS OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. RACHAEL WONG OVER THE YEARS, BESIDES ATTENDING QUARTERLY DAY-LONG MEETINGS, BOARD MEMBERS HAVE BEEN REQUIRED TO SPEND AT LEAST 10 DAYS PER YEAR TRAVELING THROUGHOUT THE PHILIPPINES AND HAWAII TO VISIT THE FOUNDATION'S PROGRAM PARTNERS AND BENEFICIARIES, WHICH EXCEED THE NORMAL TIME AND COMMITMENT REQUIREMENTS OF MOST NON-PROFITS. HI - LAND - HOTEL 2003-01-01 1376219 0 L HI - BLDG - HOTEL 2003-01-01 3316992 2328670 132150 HI - EQUIPMENT 2003-01-01 58603 56016 757 HI - COMPUTERS 2003-01-01 50160 31826 7592 HI - FF&E 2003-01-01 295485 293751 1180 HI - SOFTWARE 2003-01-01 67303 8534 12411 HI - ARTWORK 2012-01-01 11193 0 BLDG-CITI(NONC) 2003-01-01 905715 785092 27625 PI - BLDG-CITI (C) 2003-01-01 1129605 978029 34401 PI - CONDO (NONC) 2003-01-01 179691 169956 5615 PI - EQUIPMENT 2003-01-01 79848 61508 6027 PI - COMPUTERS 2006-01-01 105762 59497 10531 PI - FF&E 2003-01-01 203744 195772 933 PI - VEHICLES 2006-01-01 24633 21847 2786 PI - OIL PAINTINGS 2003-01-01 14424 0 HI - PIP - LAND 2003-01-01 548232 0 L HI - PIP - INFRA 2003-01-01 163113 0 HI - CIP 2003-01-01 63306 0 CHILD PROTECTION NETWORK FOUNDATION INC 1630 LUIS MARIA GUERRERO ST MANILA RP 1004 2024-10-04 2352 SUPPORT FOR THE 16TH AKO PARA SA BATA CONFERENCE 2352 NO 10/04/2024 2024-10-04 THE GRANTOR ENSURED THAT THE GRANT WAS USED FOR ITS INTENDED PURPOSE BY DEPOSITING FUNDS DIRECTLY INTO GRANTEE'S ACCOUNT AND INSTRUCTING GRANTEE OF THE PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THAT THE GRANT WAS USED FOR ANY OTHER PURPOSE. IDEA PHILIPPINES 0821 JA CLARIN ST TAGBILARAN CITY BOHOL RP 6300 2024-11-05 8093 SUPPORT FOR IMPLEMENTATION OF SPECIALIZED VOCATIONAL TRAINING PROGRAM FOR HIGH SCHOOL STUDENTS 8093 NO 11/04/2024 2024-11-04 THE GRANTOR ENSURED THAT THE GRANT WAS USED FOR ITS INTENDED PURPOSE BY DEPOSITING FUNDS DIRECTLY INTO GRANTEE'S ACCOUNT AND INSTRUCTING GRANTEE OF THE PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THAT THE GRANT WAS USED FOR ANY OTHER PURPOSE. CHILD AND FAMILY SERVICE PHILIPPINES INC 11 MANZANILLO SUBD EASTER RD BAGUIO CITY RP 2600 2024-12-20 42051 SUPPORT FOR PROGRAM FOR CHILDREN 42051 NO 12/20/2024 2024-12-20 THE GRANTOR ENSURED THAT THE GRANT WAS USED FOR ITS INTENDED PURPOSE BY DEPOSITING FUNDS DIRECTLY INTO GRANTEE'S ACCOUNT AND INSTRUCTING GRANTEE OF THE PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THAT THE GRANT WAS USED FOR ANY OTHER PURPOSE. PAYDEN & RYGEL 13556273 13556273 PAYDEN & RYGEL 3171630 3171630 DREYFUS INST'L RES MM FUND 182765 182765 LADDERED BONDS 59428 59428 CONSUELO COMMINGLED FUNDS 95079 95079 FIDUCIARY MANAGEMENT 6651950 6651950 BANK OF THE PHILIPPINE ISLANDS 4065963 4065963 BNY MUTUAL FUNDS GROUP 92261069 92261069 SCULPTOR OVERSEAS FUND, LTD. 2390 2390 CASH HELD AT FUND (NIB) 0 0 12779996 12779996 BLDG-CITI(NONC) 905715 812717 92998 PI - CONDO (NONC) 179691 175571 4120 ACADIAN INT'L SMALL CAP FUND 2262581 2262581 ARROWSTREET CAPITAL GLB EQ 9443883 9443883 DAVIDSON KEMPNER INST'L PTRS 4606684 4606684 DOVER STREET XI 616287 616287 DW HEALTHCARE PTRS SMALL CAP 489180 489180 EVANSTON CAPITAL ALPHA 6029512 6029512 FIRST EAGLE US SMALL CAP 2332807 2332807 GLOBAL RESEARCH EQ EXT FUND 8327588 8327588 ISAM 5381545 5381545 RENAISSANCE INST'L EQ PTRS 5119447 5119447 TWO SIGMA EXT U.S. ALL CAP EQ 10431956 10431956 SILCHESTER INT'L INV INT'L VAL 7854275 7854275 PRIME FINANCE 286452 286452 FORTRESS CREDIT OPPORTUNITIES 835712 835712 TIVERTON AGRIFINANCE III 432814 432814 ENCAP CAPITAL FUND XII 1039855 1039855 ACCOLADE PARTNERS-VENTURE FEED 1180394 1180394 ACCOLADE PARTNERS-SEED FEED 375000 375000 OZ OVERSEAS FUND 1991 1991 HI - LAND - HOTEL 1376219 0 1376219 HI - BLDG - HOTEL 3316992 2460820 856172 HI - EQUIPMENT 58603 56773 1830 HI - COMPUTERS 50160 39418 10742 HI - FF&E 295485 294931 554 HI - SOFTWARE 67303 20945 46358 HI - ARTWORK 11193 0 11193 PI - BLDG-CITI (C) 1129605 1012430 117175 PI - EQUIPMENT 79848 67535 12313 PI - COMPUTERS 105762 70028 35734 PI - FF&E 203744 196705 7039 PI - VEHICLES 24633 24633 PI - OIL PAINTINGS 14424 0 14424 HI - PIP - LAND 548232 0 548232 HI - PIP - INFRA 163113 0 163113 HI - CIP 63306 0 63306 LEGAL EXPENSE 24912 0 0 24169 OTHER ASSETS 151170 97059 97059 INSURANCE 73832 681 681 78270 LICENSES & FEES 4186 -56109 STAFF DEVELOPMENT 9100 9100 UTILITIES 33249 32922 MAINTENANCE 136067 130087 SUPPLIES 112468 117075 TELEPHONE 57733 57697 MISCELLANEOUS 66919 66581 COMMUNITY RELATIONS 64960 59939 EMPLOYEE RELATIONS 34811 34504 SECURITY 5120 4573 POSTAGE 4297 5444 LOSS ON SALE OF EQUIPMENT 105 105 DUES & SUBSCRIPTIONS 80769 5129 5129 86817 OTHER PROGRAM EXPENDITURES 2229313 2223309 CABLE/INTERNET -1688 COMPUTER EXPENSE 132221 122324 OTHER EXPENSES FROM P'SHIPS 509933 FOREIGN EXCHANGE LOSS 378685 GAIN ON SALE OF SELF-HELP HOUSING 169387 MISCELLANEOUS INCOME 59843 MISCELLANEOUS INCOME FROM INVESTMENTS 42843 42843 42843 MISCELLANEOUS INCOME FROM P'SHIPS 1500747 UNREALIZED GAIN 10970032 OTHER COMPREHENSIVE INCOME 32541 DEFERRED FEDERAL TAXES 249168 398168 PROFESSIONAL SERVICES 1113616 658750 658750 406051 CURRENT NET INVESTMENT INCOME 218757 238757 DEFERRED NET INVESTMENT INCOME 149194 PHILIPPINE INCOME TAX 21060 20539 REAL PROPERTY TAXES 652 341 341 311 FOREIGN TAXES FROM P'SHIPS 100619