Harold K L Castle Foundation
- Assets
- $177.0m
- Revenue
- $18.3m
- Investments
- $170.3m
- Employees
- 0
- Location
- Kailua, HI
- Founding
- 08/1964
- Data as of
- 12/2021
- EIN
- 99-6005445
Organization Overview
Harold K L Castle Foundation is located in Kailua, HI. The organization was established in 1964. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harold K L Castle Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Harold K L Castle Foundation generated $18.3m in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 56.4% each year . All expenses for the organization totaled $10.7m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Harold K L Castle Foundation has awarded 304 individual grants totaling $31,839,022. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Terrence R George President/ceo | 40 | $387,773 | |
Alexander Harris Vice President Of Programs | 40 | $233,231 | |
Dennis Eric Co Sr Pgm Officer For O | 40 | $160,180 | |
Carlton Kc Au Vp/treasurer/cfo | 8 | $106,751 | |
Ann Matsukado Controller & Grants | 20 | $89,606 | |
Linda Mekaru Accountant | 20 | $57,511 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Kalliope Llc | 12/30/21 | $50,000 |
Learning For Action | 12/30/21 | $228,883 |
Jp Morgan Chase Bank Na | 12/30/21 | $274,389 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $810,126 |
| Dividends & Interest | $3,812,049 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $13,570,232 |
| Capital Gain Net Income | $13,570,232 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $58,981 |
| Total Revenue | $18,251,388 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $749,557 |
| Other employee salaries and wages | $307,297 |
| Pension plans, employee benefits | $197,104 |
| Interest | $0 |
| Taxes | $434,841 |
| Depreciation | $49,009 |
| Occupancy | $11,779 |
| Travel, conferences, and meetings | $13,540 |
| Printing and publications | $0 |
| Other expenses | $225,525 |
| Total operating and administrative expenses | $3,379,264 |
| Contributions, gifts, grants paid | $7,344,304 |
| Total expenses and disbursements | $10,723,568 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $374,153 |
| Savings and temporary cash investments | $5,059,733 |
| Net Accounts receivable | $61,449 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $70,485 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $56,535,387 |
| Net Land, buildings, and equipment | $1,167,953 |
| Other assets | $0 |
| Total assets | $177,025,059 |
| Accounts payable and accrued expenses | $40,432 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $653,658 |
| Total liabilities | $694,090 |
Grants Awarded
Over the last fiscal year, Harold K L Castle Foundation has awarded $14,861,854 in support to 146 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | $1,852,340 |
Honolulu, HI PURPOSE: PARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC] | $700,000 |
Honolulu, HI PURPOSE: SAM COOKE ENDOWED FUND [4463; PC] | $575,000 |
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: SUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KOOLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] | $543,440 |
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | $529,240 |
Honolulu, HI PURPOSE: PARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC] | $500,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Stupski Foundation San Francisco, CA | $0 | $134,835,311 |
Wayne & Gladys Valley Charitable Foundation Oakland, CA | $270,742,115 | $3,705,667 |
The Marisla Foundation Laguna Beach, CA | $26,534,095 | $36,043,209 |
Craig H Neilsen Foundation Encino, CA | $489,570,251 | $30,946,732 |
Prostate Cancer Foundation Santa Monica, CA | $62,542,873 | $53,016,750 |
L K Whittier Foundation Pasadena, CA | $0 | $1,423,590 |
Sunlight Giving Palo Alto, CA | $510,624,261 | $22,845,227 |
Ralph M Parsons Foundation Los Angeles, CA | $469,540,445 | $59,827,202 |
Aramont Charitable Foundation Los Angeles, CA | $20,309,665 | $851,850 |
Capital Group Companies Charitable Foundation Irvine, CA | $396,511,503 | $49,953,906 |
Vera R Campbell Foundation Los Angeles, CA | $7,174,886 | $467,590 |
Resnick Foundation Los Angeles, CA | $16,158,618 | $25,090,034 |