Civic Intelligence

Harold Kl Castle Foundation

EIN 99-6005445 • Kailua, HI

View Organization Page

1197 Auloa RoadKailua, HI 96734
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

9th percentile

-28%

Higher net margin than 9% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$485,383

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

20th percentile

-1.3%

Faster asset growth than 20% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-27%

Faster revenue growth than 8% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$171,295,453

Down $2,195,995 (-1.3%) from 2023

Liabilities

Up

$328,909

Up $147,758 (+82%) from 2023

Net Assets

Down

$170,966,544

Down $2,343,753 (-1.4%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin9th percentile

Revenue

Down

$8,283,293

Down $3,044,324 (-27%) from 2023

Expenses

Down

$10,627,064

Down $252,680 (-2.3%) from 2023

Net Income

Down

-$2,343,771

Down $2,791,644 (-623%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2011: $108,886,011Liabilities 2011: $1,271,7102011Assets 2012: $106,899,656Liabilities 2012: $1,621,9162012Assets 2013: $185,395,829Liabilities 2013: $628,4402013Assets 2014: $190,226,666Liabilities 2014: $185,6202014Assets 2015: $181,524,734Liabilities 2015: $110,0442015Assets 2019: $172,556,380Liabilities 2019: $318,3992019Assets 2020: $169,285,564Liabilities 2020: $511,952Net Assets 2020: $168,773,6122020Assets 2021: $177,025,059Liabilities 2021: $694,090Net Assets 2021: $176,330,9692021Assets 2022: $173,044,264Liabilities 2022: $109,058Net Assets 2022: $172,935,2062022Assets 2023: $173,491,448Liabilities 2023: $181,151Net Assets 2023: $173,310,2972023Assets 2024: $171,295,453Liabilities 2024: $328,909Net Assets 2024: $170,966,5442024

Highlighted filing

2024

Assets$171,295,453
Liabilities$328,909
Net Assets$170,966,544
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $10,227,002Expenses 2011: $10,803,326Net Income 2011: -$576,3242011Revenue 2012: $9,611,230Expenses 2012: $11,980,744Net Income 2012: -$2,369,5142012Revenue 2013: $41,690,335Expenses 2013: $13,890,764Net Income 2013: $27,799,5712013Revenue 2014: $11,773,691Expenses 2014: $6,499,855Net Income 2014: $5,273,8362014Revenue 2015: $1,667,718Expenses 2015: $10,131,229Net Income 2015: -$8,463,5112015Revenue 2019: $16,983,739Expenses 2019: $10,445,474Net Income 2019: $6,538,2652019Revenue 2020: $7,463,574Expenses 2020: $10,925,699Net Income 2020: -$3,462,1252020Revenue 2021: $18,251,388Expenses 2021: $10,723,568Net Income 2021: $7,527,8202021Revenue 2022: $8,125,647Expenses 2022: $11,246,442Net Income 2022: -$3,120,7952022Revenue 2023: $11,327,617Expenses 2023: $10,879,744Net Income 2023: $447,8732023Revenue 2024: $8,283,293Expenses 2024: $10,627,064Net Income 2024: -$2,343,7712024

Highlighted filing

2024

Revenue$8,283,293
Expenses$10,627,064
Net Income-$2,343,771
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$171,295,453
Liabilities
$328,909
Net assets
$170,966,544
Revenue
$8,283,293
Expenses
$10,627,064
Net income
-$2,343,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$171$0.33$171$8.28$10.6$2.34
2023Detailed filing. Detailed filing data is available for this year.$173$0.18$173$11.3$10.9$0.45
2022Detailed filing. Detailed filing data is available for this year.$173$0.11$173$8.13$11.2$3.12
2021Detailed filing. Detailed filing data is available for this year.$177$0.69$176$18.3$10.7$7.53
2020Detailed filing. Detailed filing data is available for this year.$169$0.51$169$7.46$10.9$3.46
2019Summary only. Only limited summary data is available for this year.$173$0.32$17.0$10.4$6.54
2015Summary only. Only limited summary data is available for this year.$182$0.11$1.67$10.1$8.46
2014Summary only. Only limited summary data is available for this year.$190$0.19$11.8$6.50$5.27
2013Summary only. Only limited summary data is available for this year.$185$0.63$41.7$13.9$27.8
2012Summary only. Only limited summary data is available for this year.$107$1.62$9.61$12.0$2.37
2011Summary only. Only limited summary data is available for this year.$109$1.27$10.2$10.8$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRENCE R GEORGEPresident/CEOFT$414,566$70,817$485,383
DENNIS ERIC COVice President Of ResiliencyFT$222,888$54,828$277,716
ALEXANDER HARRISVice President Of ProgramsFT$221,541$35,889$257,430
ANN S MATSUKADOTreasurerFT$189,023$49,600$238,623
CARLTON KC AUVice President Of FinancePT$55,473$8,568$64,041
SUSAN L SUMIDASecretaryPT$27,799$4,524$32,323
HENRY M D'OLIERDirector/Chairman-$0--
DR CLAIRE L ASAMDirector-$0--
DR KITTREDGE A BALDWINDirector-$0--
CORBETT AK KALAMADirector-$0--
DEE JAY A MAILERDirector-$0--
JAMES H MCINTOSHDirector-$0--
JENNIFER G SABASDirector-$0--
T AULANI WILHELMDirector-$0--
ERIC K YEAMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harold Kl Castle Foundation
EIN
99-6005445
Phone
8082637073
Address
1197 AULOA ROAD, KAILUA, HI 96734

Signing Officer

Name
Ann Matsukado
Title
Treasurer
Phone
8082637073
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kkdly LLC
Address
745 FORT ST STE 2100, HONOLULU, HI 96813
Preparer
Jon M Yasuda
Phone
8085213962
Raw XML AppendixShowing 400 of 2,631 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt291048
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt30546
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31546
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDING IMPROVEMENTS (BEGINNING BALANCE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1MASON ARCHITECT - A&E SVCS TO 1/31/10
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2AA ELECTRIC - TEL CABLING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3HEATH CONSTRUCTION - CM SVCS TO 2/28/10
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4MASON ARCHITECT - EXTRA A&E SVCS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5RECLASS FOUNDATION OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6MASON ARCHITECT - EXTRA A&E SVCS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7CONSTRUCTORS HAWAII - PAY APP NO. 9
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8CONSTRUCTORS HAWAII - FINAL PAY APP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9AMV HAWAII - COIL CONDENSER REPLACEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10AMV HAWAII - COIL CONDENSER REPLACEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11FILE CABINETS (ARCHIVE ROOM)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12FND MGR'S FURNITURE (SCAN LINE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15BOSE RADIO RECEPTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18OFFICE PAVILLION - RECTANGLE TABLES (QTY 4)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22OFFICE PAVILLION - 2ND PAYMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23XEROX W7845PT SER #MX4-344262
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24DELL SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25SAMSUNG 82" SMART 4K ULTRA HD TV
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26SURFACE BOOK 2 WITH DOCKING AM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27SURFACE BOOK 2 WITH DOCKING BM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28SURFACE PRO 7 (QTY1) TRG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30MICROSOFT SURFACE PRO 8 W/WARRANTY (AH)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31MICROSOFT SURFACE PRO 8 W/WARRANTY (MG)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (AM)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (SM)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34MICROSOFT SURFACE PRO 9 W/ WARRANTY (TG)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35XEROX W7845PT SER #MX4-344262
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0PILINA EDUCATION ALLIANCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1KULIA EDUCATION FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2PILINA EDUCATION ALLIANCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3HAWAII ELECTRICIANS TRAINING FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4KAILUA HISTORICAL SOCIETY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON 6/16/22 AND 8/26/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON 12/8/24 AND 4/1/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt2GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED 7/8/23, 12/14/23, 9/3/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt3GRANTEE PROGRESS WERE SUBMITTED ON 12/11/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt4GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON 12/9/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt2250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt3100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt45000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt3100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt45000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02021-07-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12022-09-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22022-12-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32023-11-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42023-12-07
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0PURPOSE OF GRANT: OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1SUPPORT 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2SUPPORT OF PATHWAY TO PURPOSE, A CAREER-BASED HIGH SCHOOL PROGRAM THAT PROVIDES GUIDANCE, MENTORSHIP AND WORK-BASED LEARNING OPPORTUNITIES FOR STUDENTS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM AND RECRUITMENT EXPANSION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4UNSOLICITED GRANT TO KAILUA HISTORICAL SOCIETY IN RECOGNITION OF OUR LONGSTANDING COMMITMENT TO KAILUA AND TO HONOR THE MEMORY OF DR. PAUL BRENNAN.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, MARIA QUIDEZ (PROGRAM OFFICER) OR ALEX HARRIS (VICE PRESIDENT OF PROGRAMS) MET WITH MARY WENSTROM AND JIMMY HARRIS ON THREE OCCASSIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON EIGHT OCCASSIONS AS FOLLOWS: 6/7/21, 6/18/21, 9/29/21, 8/10/22, 9/16/22, 10/6/22, 10/29/22, 8/26/24.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1TO MONITOR THE PROGRESS OF THE PROJECT, MARIA QUIDEZ (PROGRAM OFFICER) CORRESPONDED WITH ANDREW GOKCE TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON ELEVEN OCCASIONS AS FOLLOWS: 10/3/22, 10/13/22, 12/13/22, 2/15/23, 6/7/23, 8/14/23, 11/8/23, 4/4/24, 5/16/24, 9/19/24 AND 12/12/24.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, MARIA QUIDEZ (PROGRAM OFFICER) MET WITH MARY WENSTROM, JIMMIE HARRIS OR JESSICA STACK ON SEVEN OCCASIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON TWENTY-THREE OCCASIONS AS FOLLOWS:2022 - 10/31, 12/5, 12/9, 12/14.2023 - 1/30, 2/2, 2/23, 2/24, 3/8, 3/15, 4/13, 5/23, 6/6, 6/27, 6/29, 7/6, 7/7, 9/5, 9/28, 11/15, 11/17, 12/4, 12/8, 12/22. 2024 - 2/2, 2/12, 6/28, 7/1, 7/2, 9/3.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, ALEX HARRIS (VICE PRESIDENT OF PROGRAMS) MET WITH EXECUTIVE DIRECTOR MIMI SROUT AND LEAD TRAINER ROBERT AQUINO ON FOUR OCCASIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA PHONE CALL OR IN PERSON WITH THE GRANTEE ON SIX OCCASIONS AS FOLLOWS: 12/19/23, 3/22/24, 4/15/24, 6/4/24, 12/10/24 AND 1/23/25.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, TERRENCE GEORGE (PRESIDENT AND CEO) MET WITH ROBERT CLANCEY ON FEBRUARY 13, 2024 TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OF PHONE CALLS WITH THE GRANTEE ON ELEVEN OCCASIONS AS FOLLOWS:2023 CALLS: 12/8, 12/12, 12/19.2023 EMAILS: 12/12.2023 MEETINGS: 10/7.2024 MEETINGS: 2/13.2024 EMAILS: 1/16, 2/16, 4/22, 5/2, 6/11.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0928 17TH AVENUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1640 PUUHALE ROAD 1502
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2928 17TH AVENUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt31935 HAU STREET SUITE 400
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4PO BOX 574
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0HONOLULU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1HONOLULU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2HONOLULU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3HONOLULU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4KAILUA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0HI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1HI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2HI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3HI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4HI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd096816
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1968193304
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd296816
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd396819
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd496734
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02024-08-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12025-04-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22024-09-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32024-12-11
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42024-12-09
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XV, LINES 2A - 2D
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART IV
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0GRANT APPLICATION SUBMISSION INFO
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1NOTE ON DATES ACQUIRED/SOLD AND DETAILS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LINE 2A) NAME AND ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED:ELIZABETH MURPH, GRANTS MANAGER 1197 AULOA ROAD KAILUA, HI 96734808-263-7073LINE 2B)FORM AND CONTENT OF APPLICATIONS:A WRITTEN PROPOSAL WITH COVER LETTER SHOULD BE SUBMITTED. THE COVER LETTER SHOULD INCLUDE A CONTACT PERSON WITH A DAYTIME PHONE NUMBER AND EMAIL ADDRESS AND SHOULD BE SIGNED BY THE ORGANIZATION'S BOARD CHAIRMAN AND EXECUTIVE DIRECTOR. THE PROPOSAL SHOULD INCLUDE A BRIEF STATEMENT OF THE ORGANIZATION'S MISSION AND GOALS; A DESCRIPTION OF THE PROJECT OR PROGRAM GOALS AND THE SPECIFIC, QUANTIFIABLE OUTCOMES THAT WOULD BE ACHIEVED IF THIS GRANT IS AWARDED; AN EXPLANATION OF HOW THE ORGANIZATION IS QUALIFIED TO ACHIEVE THESES GOALS; AN EVALUATION PLAN; AND AN INDICATION OF OTHER SOURCES OF EXPECTED FUNDING. THE OUTCOMES FROM THE PROPOSAL ARE INCLUDED IN THE GRANT AGREEMENT, AND THE GRANTEE WILL BE EXPECTED TO REPORT ON ITS PROGRESS AGAINST THESE OUTCOMES AT THE CONCLUSION OF THE GRANT. ADDITIONAL REQUIRED INFORMATION INCLUDES THE ORGANIZATION'S BUDGET FOR THE CURRENT FISCAL YEAR, THE PROPOSED PROJECT OR PROGRAM BUDGET INCLUDING DETAILS ON SOURCES AND USES OF FUNDS, THE PREVIOUS YEAR'S AUDITED FINANCIAL STATEMENTS, THE MOST RECENT IRS FORM 990 AND IRS DETERMINATION LETTER, A LIST OF THE ORGANIZATION'S CURRENT OFFICERS AND DIRECTORS, AND SUBMISSION OF EVIDENCE THAT THE BOARD HAS ADOPTED A CONFLICT OF INTEREST POLICY. THE FOUNDATION'S STAFF INDEPENDENTLY CONFIRM THAT THE APPLICANT (IF NOT A PUBLIC SCHOOL) RETAINS ITS CURRENT STATUS UNDER IRS SECTION 501(C)(3).LINE 2C)ANY SUBMISSION DEADLINES:GRANT INQUIRIES MAY BE SUBMITTED AT ANY TIME ONLINE THROUGH THE FOUNDATION'S WEBSITE, WWW.CASTLEFOUNDATION.ORG. PROPOSALS ARE REVIEWED WHEN SUBMITTED AT THE NEXT MEETING OF THE DIRECTORS. THE FOUNDATION'S DIRECTORS TYPICALLY MEET FOUR TIMES EACH YEAR.LINE 2D)RESTRICTIONS AND LIMITATIONS ON AWARDS:GRANTS WILL BE MADE ONLY TO IRC SECTION 501(C)(3) DESIGNATED CHARITABLE ORGANIZATIONS WITH PUBLIC CHARITY STATUS WORKING FOR THE BENEFIT OF THE PEOPLE OF THE STATE OF HAWAII OR TO GOVERNMENT AGENCIES SUCH AS PUBLIC SCHOOLS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE TAXPAYER FIRST ACT, ENACTED JULY 2019, REQUIRES TAX-EXEMPT ORGANIZATIONS TO ELECTRONICALLY FILE INFORMATION RETURNS AND RELATED FORMS, INCLUDING FORM 990-PF, RETURN OF PRIVATE FOUNDATION FOR YEARS ENDING JULY 31, 2020 AND LATER.THE ORGANIZATIONS CURRENT YEAR TAX RETURNS HAVE BEEN ELECTRONICALLY FILED USING SOFTWARE VENDOR WOLTERS KLUWER PRODUCT CCH AXCESS TAX. THE FOLLOWING SOFTWARE LIMITATIONS RELATING TO FORM 990-PF, PART IV ARE LISTED BELOW: #46589 PROHIBITS "VARIOUS" FROM PRINTING UNDER THE DATE ACQUIRED/SOLD COLUMNS PER FORM 990-PF, PART IV. AS SUCH, THESE COLUMNS HAVE BEEN LEFT BLANK ON FORM 990-PF, PART IV TO ENABLE ELECTRONIC FILING. #49993 PROHIBITS OPTIONAL PDF ATTACHMENTS. AS SUCH, 1099 TAX STATEMENTS PROVIDING DETAILS ON CAPITAL GAINS AND LOSSES HAVE BEEN OMITTED FROM THE RETURNS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0110428435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0138626985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK AND MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1275863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250741762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LIMITED PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRIVATE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1304982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250677622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03799632
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03791221
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0683914
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt08526
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08283293
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08283293
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt037917
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07737
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt045654
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03791221
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0912261
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0219029
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01131290
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06685968
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06685968
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt048215
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03799632
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03799632
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2343771

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