KAILUA, HI
Harold K L Castle Foundation
Quick Facts
- EIN
- 996005445
- Location
- KAILUA, HI
- Category
- General
- Total Assets
- $171.3M
- Annual Income
- $37.3M
- IRS Ruling Year
- 1964
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Harold K L Castle Foundation is a private corporation based in KAILUA, HI. The foundation received its IRS ruling in 1964. It holds total assets of $171.3M. Annual income is reported at $37.3M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$10.9M
2023-3%
Total Assets
$173.5M
2023+0%
Fair Market Value
$191M
2023
Net Worth
$173.3M
2023
Grants Paid
$7.3M
2023
Contributions
$0
2023
Net Investment Income
$10.1M
2023
Distribution Amount
$8.9M
2023
Total Giving by Year
$10.8M
11$12M
12$13.9M
13$6.5M
14$10.1M
15$10.4M
19$10.9M
20$10.7M
21$11.2M
22$10.9M
23Asset Growth
$108.9M
11$106.9M
12$185.4M
13$190.2M
14$181.5M
15$172.6M
19$169.3M
20$177M
21$173M
22$173.5M
23Investment Portfolio (2023)
Total: $112.8M
Corporate Stock: $112.8M
Other Investments: $50.1M
Cash: $535K
Corporate Stock (69%)
Other Investments (31%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$7.3M
Officer Compensation$1.1M
Pension & Benefits$239K
Travel & Conferences$82K
Depreciation$47K
Accounting Fees$44K
Occupancy$16K
Legal Fees$9K
Revenue Sources (2023)
- Capital Gains (Net)
- $7.3M
- Dividends
- $3.3M
- Interest
- $699K
- Other Income
- $37K
Financial Details (2023)
- Total Revenue
- $11.3M
- Total Expenses
- $10.9M
- Exempt Purpose Expenses
- $9.5M
- Required Distribution
- $8.9M
- Undistributed Income
- $8.6M
- Grants Approved (Future)
- $7.2M
- Total Liabilities
- $181K
- Excise Tax
- $140K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$6.4M
Average Grant
$127K
Median Grant
$88K
Grant Range
Min$50K
Max$529K
Median: $88K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
MA: $150K (1)
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
CA: $317K (5)
UT
CO
NE
MO
KY
WV
VA
VA: $112K (1)
MD
DE
DC
DC: $330K (4)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
HI: $5.5M (39)
TX
HI$5.5M (39)
DC$330K (4)
CA$317K (5)
MA$150K (1)
VA$112K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of Hawaii FoundationSOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | Honolulu, HI | $529K | 2023 |
| Hawaii Community Foundation (Hcf)SUPPORT FOR A SECOND ROUND OF CONTRIBUTIONS TO THE HOLOMUA POOLED FUND WHOSE GOAL IS TO IMPROVE MARINE RESOURCES MANAGEMENT IN HAWAI'I THROUGH A SUITE OF EFFORTS BUILT ON FOUR PILLARS: PLACE-BASED PLANNING, PONO PRACTICES, MONITORING, AND PROTECTION & RESTORATION [5905; PC] | Honolulu, HI | $500K | 2023 |
| University Of Hawaii FoundationTO ENSURE EACH DOE DISTRICT HAS A STRONG REGIONAL INTERMEDIARY PARTNER FOR WORK-BASED LEARNING AND TO BUILD A NEW DATA AND ACCOUNTABILITY SYSTEM AROUND THE NEW STATEWIDE EDUCATION ATTAINMENT GOAL ADOPTED BY THE HAWAII P-20 COUNCIL [5820; PC] | Honolulu, HI | $499K | 2023 |
| Hawaii Community Foundation (Hcf)PILINA FUND 2.0 [5618; PC] | Honolulu, HI | $300K | 2023 |
| The Nature Conservancy Of HawaiiADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] | Honolulu, HI | $280K | 2023 |
| University Of Hawaii FoundationSUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KO'OLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] | Honolulu, HI | $274K | 2023 |
| HookuaainaTO PROCEED WITH A FIFTH AHUPUA'A SYSTEMS APPRENTICESHIP COHORT IN PARTNERSHIP WITH WINDWARD COMMUNITY COLLEGE, WHICH WILL ALSO INCLUDE EXPANSION TO THREE OTHER WINDWARD O'AHU 'AINA-BASED EDUCATION SITES [5912; PC] | Kailua, HI | $200K | 2023 |
| Historic Hawaii FoundationSUPPORT TO STABILIZE WALLS OF HISTORIC BUILDINGS THAT BURNED IN LAHAINA, IN PARTNERSHIP WITH THE LAHAINA RESTORATION FOUNDATION, AND SUPPORT FOR PLANNING, ARCHITECTURAL, ENGINEERING, AND PERMITTING FOR REHABILITATION AND RESTORATION OF HISTORIC SITES IN LAHAINA [6090; PC] | Honolulu, HI | $175K | 2023 |
| Polynesian Voyaging SocietyCHALLENGE GRANT TO STRENGTHEN THE POLYNESIAN VOYAGING SOCIETY'S CAPACITY TO LEAD A MOVEMENT OF SUSTAINABILITY BASED ON REVIVED INDIGENOUS WISDOM AND TO SUPPORT THE MOANANUIAKEA VOYAGE THROUGHOUT THE PACIFIC [5535; PC] | Honolulu, HI | $160K | 2023 |
| University Of Hawaii FoundationHAWAII P-20 - HELPING YOUNG PEOPLE BUILD & STRENGTHEN THEIR SOCIAL NETWORKS [5461; PC] | Honolulu, HI | $155K | 2023 |
| University Of Hawaii FoundationHAWAII P-20 CORE SUPPORT 2022-2025 [5465; PC] | Honolulu, HI | $150K | 2023 |
| Social Finance IncPROPOSAL TO SERVE AS HAWAI'I RENEWABLE LEARNING FUND MANAGER [6086; PC] | Boston, MA | $150K | 2023 |
| 50canCORE ORGANIZATIONAL SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5898; PC] | Washington, DC | $150K | 2023 |
| Castle Medical CenterSTARTUP SUPPORT TO ESTABLISH A COMMUNITY-BASED WORKFORCE DEVELOPMENT PROGRAM TO HELP KO'OLAUPOKO AND KO'OLAULOA RESIDENTS DEVELOP THE EMPLOYABILITY AND TECHNICAL SKILLS NECESSARY TO SECURE HIGHER-WAGE JOBS [5843; PC] | Kailua, HI | $140K | 2023 |
| Lanakila PacificLANAKILA PACIFIC CAREER PATH PROGRAM, A NEW FORM OF WORK-BASED LEARNING SUPPORT FOR YOUNG PEOPLE WITH MILD TO MODERATE AUTISM [5677; PC] | Honolulu, HI | $133K | 2023 |
| Pilina Education AllianceSUPPORT OF PATHWAY TO PURPOSE, A CAREER-BASED HIGH SCHOOL PROGRAM THAT PROVIDES GUIDANCE, MENTORSHIP AND WORK-BASED LEARNING OPPORTUNITIES FOR STUDENTS. [5658; NC] | Honolulu, HI | $125K | 2023 |
| Kualoa-Heeia Ecumenical Youth Project (Key)TO ESTABLISH A COMMUNITY-BASED WORKFORCE DEVELOPMENT PROGRAM TO HELP KO'OLAUPOKO AND KO'OLAULOA RESIDENTS DEVELOP THE EMPLOYABILITY AND TECHNICAL SKILLS AND TRAINING NECESSARY TO SECURE HIGHER-WAGE JOBS [5848; PC] | Kaneohe, HI | $115K | 2023 |
| University Of VirginiaPROVIDE THE GOOD JOBS HAWAII PROJECT TEAM WITH A LEARNING AND EVALUATION PARTNER THAT CAN OFFER ACTIONABLE INSIGHTS AND ONGOING ANALYSIS OF HOW THE INITIATIVE IS HELPING TO PREPARE AND PLACE LOCAL RESIDENTS INTO HIGH-DEMAND, WELL-PAYING JOBS [5863; PC] | Charlottesville, VA | $112K | 2023 |
| Purple MaiaTO SUPPORT THE LAUNCH OF WINDWARD COMMUNITY COLLEGE'S HALAU HEKILI, AN ALTERNATE LEARNING SPACE FOR HIGH SCHOOL STUDENTS ATTENDING KAILUA HIGH THAT CONNECTS HIGH SCHOOL, COLLEGE AND COMMUNITY LEARNING EXPERIENCES [5787; PC] | Honolulu, HI | $111K | 2023 |
| City And County Of Honolulu Office Of Climate Change Sustainability And ResTO HELP THE HONOLULU CITY & COUNTY OPTIMIZE ITS CLIMATE ADAPTATION WORK ALIGNED WITH THE FOUNDATION'S NEW CLIMATE STRATEGY [5860; GOV] | Honolulu, HI | $100K | 2023 |
| Kuaaina Ulu Auamo (Kua)TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAII. [5598; PC] | Kaneohe, HI | $100K | 2023 |
| University Of Hawaii FoundationTO PROVIDE FINANCIAL SUPPORT THAT INCREASES MATRICULATION TO WINDWARD COMMUNITY COLLEGE BY DESERVING PUBLIC HIGH SCHOOL STUDENTS IN WINDWARD OAHU [5196; PC] | Honolulu, HI | $100K | 2023 |
| Maui United WayUNSOLICITED FLEXIBLE GRANT TO MAUI UNITED WAY TO BUILD THEIR CAPACITY TO HELP PROVIDE RELIEF TO THOSE DIRECTLY IMPACTED BY THE WILDFIRES ON MAUI, TO SUPPORT COMMUNITY ORGANIZATIONS PROVIDING THAT RELIEF, AND TO HELP IN THE RECOVERY AND REBUILDING PHASES [5951; PC] | Wailuku, HI | $100K | 2023 |
| The Trust For Public LandTO HELP TRUST FOR PUBLIC LAND (TPL) AND ITS PARTNER, THE HAWAI'I LAND TRUST (HILT) CONTINUE THEIR EFFORTS TO SECURE PRIORITY LANDS IN WINDWARD O'AHU FOR COMMUNITY USE AND BENEFIT [5851; PC] | Honolulu, HI | $100K | 2023 |
| Conservation International FoundationPU'ULAU PROJECT: A TWO-YEAR EFFORT TO COMBINE ADDITIONAL KNOWLEDGE BASES FROM FISHERS AND COMMUNITY WITH WESTER-SCIENCE BASED MONITORING DATA TO IMPROVE PARTICIPATION AND DECISION MAKING FOR THE HOLOMUA INITIATIVE. [5588; PC] | Honolulu, HI | $95K | 2023 |
| College Summit Inc Dba PeerforwardPEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] | Washington, DC | $80K | 2023 |
| Leadership Instituue Hawaii Department Of EducationLAYING THE FOUNDATION FOR MIDDLE LEVEL EDUCATION MAGIC: STRENGTHENING PUBLIC MIDDLE SCHOOLS IN HAWAII [5920; PC] | Aiea, HI | $80K | 2023 |
| Connected The National Center For College And CareerPROVIDE SUPPORT TO CONNECTED: THE NATIONAL CENTER FOR COLLEGE AND CAREERS TO DESIGN, TEST AND LAUNCH THE FIRST PHASE OF A COMMUNITY OF PRACTICE FOR SMALL HIGH SCHOOLS IN RURAL AND REMOTE REGIONS OF HAWAII [5927; PC] | Berkeley, CA | $75K | 2023 |
| Paepae O HeeiaSTRENGTHENING THE KO'OLAU 'AINA ALOHA NETWORK THROUGH SHARED VISION AND EFFORTS [5517; PC] | Kaneohe, HI | $75K | 2023 |
| Koolau FoundationCATALYST FUNDING TO DEVELOP THE HAIKU VALLEY CULTURAL PRESERVE [5907; PC] | Kaneohe, HI | $75K | 2023 |
| Resources Legacy FundSTRENGTHENING HOLOMUA: MARINE 30X30 [5521; PC] | Sacramento, CA | $75K | 2023 |
| Elemental ExceleratorCOMMUNITY-DRIVEN CLIMATE TECHNOLOGY DEPLOYMENT IN HAWAII: MORE CLOSELY CONNECTING EMERGING CLIMATE-RESILIENCE TECHNOLOGIES INCUBATED BY ELEMENTAL EXCELERATOR WITH THE ON-THE-GROUND NEEDS OF LOCAL COMMUNITY GROUPS AND ENVIRONMENTAL NONPROFITS [5650; PC] | Honolulu, HI | $70K | 2023 |
| University Of Hawaii FoundationSUPPORT TO INCREASE RETENTION OF STUDENTS AT WINDWARD COMMUNITY COLLEGE AND STRENGTHEN THE RELATIONSHIPS BETWEEN STUDENTS AND FACULTY, ALONG WITH STRENGTHENING THE RELATIONSHIPS BETWEEN INSTRUCTIONAL FACULTY AND COUNSELING SUPPORT STAFF [5937; PC] | Honolulu, HI | $65K | 2023 |
| University Of Hawaii FoundationUH SYSTEM STUDENT BASIC NEEDS OUTREACH & EDUCATION PROGRAM [5544; PC] | Honolulu, HI | $64K | 2023 |
| Hawaii Electricians Training FundINTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM & RECRUITMENT EXPANSION [6065; NC] | Honolulu, HI | $60K | 2023 |
| Makaha Cultural Learning CenterTO EXPAND PV INSTALLATION TRAINING THROUGH STRIVE (SUSTAINABILITY THROUGH RENEWABLE IMPACT-DRIVEN VOCATIONAL EDUCATION) [5968; PC] | Waianae, HI | $60K | 2023 |
| Resources Legacy FundADVANCING A HAWAI'I VISITOR GREEN FEE [5634; PC] | Sacramento, CA | $60K | 2023 |
| Associated Builders & Contractors Inc"BUILDING HAWAII TOGETHER" SKILLED TRADES PROJECT TO INCREASE PARTICIPATION IN CARPENTRY, PLUMBING, ELECTRICAL, PAINTING AND ROOFING [5984; PC] | Honolulu, HI | $60K | 2023 |
| University Of Hawaii FoundationHONOLULU COMMUNITY COLLEGE (HONCC) SUMMER CTE ACADEMY (2024, 2025) [6021; PC] | Honolulu, HI | $60K | 2023 |
| Pbl WorksSCALING HIGH QUALITY PBL IN HAWAII - EXPANDING AND DEEPENING LEADERSHIP TRAINING IN COHORTS 4 AND 5 [5294; PC] | Novato, CA | $57K | 2023 |
| Residential Youth Services & EmpowermentTO SUPPORT THEIR DROP-IN SHELTER AND SERVICES FOR YOUTH AGES 14-24 [5637; PC] | Kailua, HI | $55K | 2023 |
| 50canGENERAL OPERATING SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5581; PC] | Washington, DC | $50K | 2023 |
| Hawaii Community Foundation (Hcf)TO SUPPORT PUBLIC PRESCHOOL EXPANSION THROUGH THE EVERY KEIKI FUND BY LEVERAGING PRIVATE-SECTOR AND PHILANTHROPIC DOLLARS TO HELP THE NEW SCHOOL FACILITIES AUTHORITY QUICKLY USE ITS NEWLY APPROVED $200 MILLION IN STATE FUNDING WELL BEFORE IT EXPIRES IN 2024. [5609; PC] | Honolulu, HI | $50K | 2023 |
| Center For Disaster Philanthropy IncUNSOLICITED GRANT TO CENTER FOR DISASTER PHILANTHROPY TO SUPPORT THE HAWAII WILDFIRES RECOVERY FUND [5946; PC] | Washington, DC | $50K | 2023 |
| University Of Hawaii FoundationUNSOLICITED GRANT TO UNIVERSITY OF HAWAII FOUNDATION TO SUPPORT THE STUPSKI MAUI RELIEF FUND THAT WILL HELP UH STUDENTS AFFECTED BY THE MAUI WILDFIRES TO REMAIN ENROLLED IN COLLEGE [5945; PC] | Honolulu, HI | $50K | 2023 |
| Malama Honua Public Charter School FoundationSUPPORT FOR MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION TO COMPLETE PRE-CONSTRUCTION PREPARATIONS ON ITS 11-ACRE SITE IN WAIMANALO FOR A NEW LEARNING CAMPUS. [5925; PC] | Waimanalo, HI | $50K | 2023 |
| Teach For America (Tfa)SUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC] | Honolulu, HI | $50K | 2023 |
| Hui O Waa KauluaUNSOLICITED FLEXIBLE GRANT TO HUI O WA'A KAULUA TO BUILD CAPACITY TO HELP PROVIDE RELIEF TO THOSE DIRECTLY IMPACTED BY THE WILDFIRES ON MAUI AND ALSO TO HELP REPLACE HUI O WA'A KAULUA'S CANOES LOST IN THE WILDFIRES [5950; PC] | Kahului, HI | $50K | 2023 |
| California Fire FoundationUNSOLICITED GRANT TO THE CALIFORNIA FIRE FOUNDATION TO SUPPORT THE MAUI WILDFIRE RELIEF FUND [5938; PC] | Sacramento, CA | $50K | 2023 |
| Kulia Education FoundationSUPPORT FOR THE MARKETING FOR AND HIRING OF KEY STAFF FOR THE NEWLY AUTHORIZED KULIA ACADEMY PUBLIC CHARTER SCHOOL IN KALIHI FOCUSING ON IT SKILLS AND PROJECT-BASED LEARNING [5602; NC] | Honolulu, HI | $50K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica