Atherton Family Foundation
The Atherton Family Foundation is a private foundation based in Honolulu, Hawaii, established in 1975. The foundation traces its origins to the Juliette M. Atherton Trust, created by Juliette M. Atherton, widow of Joseph B. Atherton, to support charitable work benefiting the people of Hawaii.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$82.9M
-8.6% YoY
Annual Giving
$5.6M
-7.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5.6M
-7.2% YoY
Under IRS private-foundation payout rules, Atherton Family Foundation reported a distributable amount of $6.3M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's charitable purposes, as established in the original trust deed, include grants, loans, and other forms of support for:
- Religious, charitable, educational, benevolent, and scientific purposes
- Schools, colleges, hospitals, asylums, homes, and similar institutions
- Support and education of individuals attending educational institutions
- Public benefit works and enterprises
The foundation maintains a particular commitment to supporting Protestant religious education and ministry through its scholarship program.
Grantmaking
The Juliette M. Atherton Scholarship supports three categories of individuals:
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Geographic Focus
Where this funder awards grants
Hawaii, with particular emphasis on serving residents of the state.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total Assets: $82,931,905
- Total Revenues: $9,413,880
- Total Expenses: $7,823,434
- Annual Grants: $5,046,045
Revenue Composition (FY 2024):
- Investment income and dividends: $1,441,540
- Net rental income: $366,988
- Net gain from sale of non-inventory assets: $5,799,583
- Miscellaneous revenues: $1,554,991
Employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $82,931,905 | $90,744,784 | $92,514,055 |
| Revenue | $9,413,880 | $5,196,559 | $163,553 |
| Expenses | $7,823,434 | $6,933,913 | $6,287,019 |
| Qualifying Distributions | $5,843,074 | $6,246,285 | $5,509,380 |
| Net Investment Income | $13,461,047 | $4,607,224 | $1,367,164 |
| Distributable Amount | $6,268,087 | $5,100,436 | $5,254,644 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
103 grants across all recorded years
Open Grants
1 open opportunity from Atherton Family Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Statement ($5,560,194).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED STATEMENT HONOLULU, HI | UNRESTRICTED GIFT | $5,560,194 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA R GILES | PRESIDENT/DIRECTOR | 1 | — |
| FREDERICK W ROHLFING | VP/DIRECTOR | 1 | — |
| PAUL F MORGAN | VP/SECRETARY/DIRECTOR | 1 | — |
| MARY MIDKIFF | VP/DIRECTOR | 1 | — |
| JULIETTE K SHEEHAN | VP/DIRECTOR | — | — |
| HERBERT RICHARDS III | VP/TREASURER/DIRECTOR | — | — |
Frequently Asked Questions
What does Atherton Family Foundation fund?
The foundation's charitable purposes, as established in the original trust deed, include grants, loans, and other forms of support for: • Religious, charitable, educational, benevolent, and scientific purposes • Schools, colleges, hospitals, asylums, homes, and similar institutions • Support and education of individuals attending educational institutions • Public benefit works and enterprises The foundation maintains a particular commitment to supporting Protestant religious education and minis…
How do I apply for a grant from Atherton Family Foundation?
**Scholarship Program:** The Juliette M. Atherton Scholarship supports three categories of individuals: 1. Dependent sons or daughters of ordained, active Protestant ministers in Hawaii pursuing undergraduate studies 2. Individuals from Hawaii pursuing graduate theological studies at a Protestant seminary with the goal of ordination 3. Active, ordained Protestant ministers residing in Hawaii wishing to continue their education Scholarship recipients are selected based on financial need and acad…
Where does Atherton Family Foundation make grants?
Hawaii, with particular emphasis on serving residents of the state.
What size grants does Atherton Family Foundation award?
In 2024, Atherton Family Foundation awarded 1 grants totaling $5.6M — an average of about $5.6M per grant, based on its IRS Form 990 filings.
How much is Atherton Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Atherton Family Foundation reported a distributable amount of $6.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Atherton Family Foundation's EIN?
Atherton Family Foundation's EIN (Employer Identification Number) is 51-0175971. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Atherton Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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