Marguerite G Wood Fdn Inv Mgmtetf

HONOLULU, HI EIN: 99-0283794

Marguerite G Wood Fdn Inv Mgmtetf is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HONOLULU, HI. IRS filing data is available for 2020. In 2020, it awarded 1 grants totaling $2.3M. Net investment income was $25K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$2.3M

Grant Count

Avg Grant Size

$2.3M

Under IRS private-foundation payout rules, Marguerite G Wood Fdn Inv Mgmtetf reported a distributable amount of $81K for 2020 — the minimum it must pay out in qualifying distributions.

About Marguerite G Wood Fdn Inv Mgmtetf

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Hawaii $2.3M (100%)

States

Hawaii

Cities

Honolulu

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$53,658
Expenses	$2,311,587
Qualifying Distributions	—
Net Investment Income	$24,575
Distributable Amount	$81,158

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 2020

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include The Marguerite Gambo Wood Charitable Tr ($2,252,985).

Recipient	Purpose	Amount
The Marguerite Gambo Wood Charitable Tr HONOLULU, HI	DISSOLUTION OF FOUNDATION	$2,252,985

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
SUZI DAVIS	PRESIDENT AND DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marguerite G Wood Fdn Inv Mgmtetf?

Marguerite G Wood Fdn Inv Mgmtetf is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in HONOLULU, HI. It holds — in total assets as of 2020.

Where does Marguerite G Wood Fdn Inv Mgmtetf operate?

Marguerite G Wood Fdn Inv Mgmtetf has awarded grants in Hawaii.

What size grants does Marguerite G Wood Fdn Inv Mgmtetf award?

In 2020, Marguerite G Wood Fdn Inv Mgmtetf awarded 1 grants totaling $2.3M — an average of about $2.3M per grant, based on its IRS Form 990 filings.

How much is Marguerite G Wood Fdn Inv Mgmtetf required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Marguerite G Wood Fdn Inv Mgmtetf reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.