Civic Intelligence

Harold K L Castle Foundation

990PF • Fiscal year 2023 • EIN 99-6005445

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 04, 2024

Organization Profile

View Organization Page

1197 Auloa RoadKailua, HI 96734

(808) 263-7073

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.02x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

53rd percentile

4.0%

Higher net margin than 53% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$459,754

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

29th percentile

0.3%

Faster asset growth than 29% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

39%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$173,491,448

Up $447,184 (+0.3%) from 2022

Net Assets

Up

$173,310,297

Up $375,091 (+0.2%) from 2022

Liabilities

Up

$181,151

Up $72,093 (+66%) from 2022

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin53rd percentile

Revenue

Up

$11,327,617

Up $3,201,970 (+39%) from 2022

Expenses

Down

$10,879,744

Down $366,698 (-3.3%) from 2022

Net Income

Up

$447,873

Up $3,568,668 (+114%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$173,491,448
Liabilities$181,151
Net Assets$173,310,297
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$11,327,617
Expenses$10,879,744
Net Income$447,873
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRENCE R GEORGEPresident/CEOFT$391,141$68,613$459,754
ALEXANDER HARRISVice President Of ProgramsFT$230,826$37,821$268,647
DENNIS ERIC COVice President Of ResiliencyFT$213,857$52,534$266,391
ANN S MATSUKADOTreasurerPT$97,842$33,940$131,782
CARLTON KC AUVice President Of FinancePT$114,245$16,728$130,973
SUSAN L SUMIDASecretaryPT$57,487$9,077$66,564
JAMES H MCINTOSHDirector-$0--
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--
ERIC K YEAMANDirector-$0--
JENNIFER G SABASDirector-$0--
T AULANI WILHELMDirector-$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
Terrence R George
Title
President and CEO
Phone
8082637073
Signed
2024-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Kkdly LLC
Address
745 FORT ST STE 2100, HONOLULU, HI 96813
Preparer
Jon M Yasuda
Phone
8085213962
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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/PropertyDesc25SURFACE PRO (QTY1)/MONITORS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26SAMSUNG 82" SMART 4K ULTRA HD TV
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27SURFACE BOOK 2 WITH DOCKING JG/AM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28SURFACE BOOK 2 WITH DOCKING JG/AM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29SURFACE PRO 7 (QTY1) TRG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31MICROSOFT SURFACE PRO 8 W/WARRANTY (AH)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32MICROSOFT SURFACE PRO 8 W/WARRANTY (MG)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (AM)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (SM)
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 FEBRUARY 1, 2022.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt2GRANTEE PROGRESS REPORTS WERE SUBMITTED ON 7/8/23 AND 12/14/23.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt3NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt4NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt2250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt340000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt40
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 FOUR OCCASIONS AS FOLLOWS: 6/7/21, 6/18/21, 9/29/21, 8/10/22, 9/16/22, 10/6/22, 10/29/22.
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 NINE 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, AND 5/16/24.
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-TWO 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.
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 FOUR OCCASIONS AS FOLLOWS: 12/19/23, 3/22/24, 4/15/24 AND 6/4/24.
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/VerificationDt02022-10-29
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt12024-05-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt22024-07-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt32024-06-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt42024-06-11
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:ANN MATSUKADO, TREASURER/GRANTS MANAGER 1197 AULOA ROAD KAILUA, HI 96734808-263-8920LINE 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/EOYBookValueAmt0112762977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0128505013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK AND MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13556675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt246524117
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LIMITED PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PRIVATE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13873692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt248014902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03257588
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07334335
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0698542
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt037152
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011327617
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011327617
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt036178
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt07487
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt043665
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07203192
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0892565
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0212833
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01105398
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07332479
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07332479
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt047083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03257588
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03257588
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0447873
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt043496193
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0698542
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0698542
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04227
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01613
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt09407

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,491,448
Liabilities
$181,151
Net assets
$173,310,297
Revenue
$11,327,617
Expenses
$10,879,744
Net income
$447,873
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