Marguerite G Wood Fdn INV Mgmtetf
Marguerite G Wood Fdn INV Mgmtetf is a private foundation, based in Honolulu, HI. IRS filing data is available for 2020. In 2020, it awarded 1 grant totaling $2.3M. Net investment income was $25K.
Marguerite G Wood Fdn INV Mgmtetf at a glance
In short: Marguerite G Wood Fdn INV Mgmtetf gave $2.3M across 1 grant in 2020 (avg $2.3M), mostly in Hawaii. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $2,252,985
- Grants made (2020)
- 1
- Average grant
- $2,252,985
- Median grant
- $2,252,985
- Primary geography
- Hawaii (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Marguerite G Wood Fdn INV Mgmtetf funds
How this funder distributes its grants
Top Recipients
Top recipient in 2020
The largest 2020 recipient was The Marguerite Gambo Wood Charitable Tr ($2.3M).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $1–5M range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2020 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 1 grant totaling $2.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Marguerite Gambo Wood Charitable Tr Honolulu, HI | Dissolution of Foundation | $2,252,985 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2020 | $53,658 | $2,311,587 | $2,252,985 | 1 | $24,575 | $81,158 |
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.
Leadership & Key People
Officers and directors from IRS filings
Marguerite G Wood Fdn INV Mgmtetf is led by Suzi Davis, President & Director on the 2020 filing — the only officer listed, and uncompensated.
Officers on the 2020 filing
Suzi Davis
President & Director
New on the 2020 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marguerite G Wood Fdn INV Mgmtetf
How much does Marguerite G Wood Fdn INV Mgmtetf give each year?
Marguerite G Wood Fdn INV Mgmtetf gave $2.3M across 1 grant in 2020, according to its 2020 IRS Form 990-PF.
Where does Marguerite G Wood Fdn INV Mgmtetf operate?
Marguerite G Wood Fdn INV Mgmtetf has awarded grants in Hawaii.
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.
What is Marguerite G Wood Fdn INV Mgmtetf's EIN?
Marguerite G Wood Fdn INV Mgmtetf's EIN (Employer Identification Number) is 99-0283794. IRS Form 990 filing data is available on this page for 2020.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Live grants for the work Marguerite G Wood Fdn INV Mgmtetf funds
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