HAROLD K L CASTLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD K L CASTLE FOUNDATION (EIN 99-6005445)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-17
- IRS object ID
- 202412919349101021
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-17T19:04:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990292355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKDLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 FORT ST STE 2100 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996005445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD KL CASTLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 8082637073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1197 AULOA ROAD | AddressLine1Txt |
| City | KAILUA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96734 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRENCE R GEORGE | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 8082637073 | PhoneNum |
| Signature | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON M YASUDA | PreparerPersonNm |
| PTIN | P00167025 | PTIN |
| Phone | 8085213962 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $191,041,286 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $698,542 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $698,542 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,257,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,257,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,334,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,496,193 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,203,192 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $217,598 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,327,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,376,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,105,398 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $212,833 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $892,565 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $135,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $135,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $239,379 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $43,238 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $196,141 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,407 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,613 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,227 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,178 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,198,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $783,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $454,151 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $412,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78,361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $66,496 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $47,083 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,656 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,656 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,312 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,114 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,198 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130,733 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $298,428 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,547,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,271,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,167,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,332,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,332,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,879,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,271,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,500,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $447,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,105,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,489,857 | CashBOYAmt |
| Cash EOY | $534,893 | CashEOYAmt |
| Cash EOYFMV | $534,893 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,085,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,845,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,845,147 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $86,917 | AcctRcvblAmt |
| Acct Rcvbl BOY | $102,554 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $86,917 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $86,917 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $28,855 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $88,390 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $88,390 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $105,407,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,762,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $128,505,013 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,726,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,091,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,898,956 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,770,788 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $688,818 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,125,535 | LandBOYAmt |
| Land EOY | $1,081,970 | LandEOYAmt |
| Land EOYFMV | $1,081,970 | LandEOYFMVAmt |
| Other Assets BOY | $78,002 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $173,044,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,491,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $191,041,286 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,095 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,174 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $65,963 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $172,977 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $109,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,151 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $172,935,206 | CapitalStockBOYAmt |
| Capital Stock EOY | $173,310,297 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $172,935,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,310,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,044,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,491,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $172,935,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $447,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,004,539 | OtherIncreasesAmt |
| Subtotal | $182,387,618 | SubtotalAmt |
| Other Decreases | $9,077,321 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $173,310,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| J.P. MORGAN A17113001 - SEE NOTE 17 | P | $334,358 | $398,410 | -$64,052 | -$64,052 |
| J.P. MORGAN A17113001 - SEE NOTE 17 | P | $1,008,207 | $755,609 | $252,598 | $252,598 |
| J.P. MORGAN A17115006 - SEE NOTE 17 | P | $250,000 | $236,951 | $13,049 | $13,049 |
| J.P. MORGAN A17115006 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17121004 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17121004 - SEE NOTE 17 | P | $250,000 | $408,839 | -$158,839 | -$158,839 |
| J.P. MORGAN A17123000 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17123000 - SEE NOTE 17 | P | $1,461,453 | $1,598,385 | -$136,932 | -$136,932 |
| J.P. MORGAN A17124008 - SEE NOTE 17 | P | $250,000 | $250,442 | -$442 | -$442 |
| J.P. MORGAN A17124008 - SEE NOTE 17 | P | $1,800,000 | $1,361,438 | $438,562 | $438,562 |
| J.P. MORGAN A17126003 - SEE NOTE 17 | P | $1,580,644 | $1,500,000 | $80,644 | $80,644 |
| J.P. MORGAN A17126003 - SEE NOTE 17 | P | $719,356 | $411,247 | $308,109 | $308,109 |
| J.P. MORGAN A17127001 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17127001 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17128009 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17128009 - SEE NOTE 17 | P | $1,491,564 | $1,837,977 | -$346,413 | -$346,413 |
| J.P. MORGAN A17129007 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17129007 - SEE NOTE 17 | P | $5,252,316 | $5,645,175 | -$392,859 | -$392,859 |
| J.P. MORGAN A17131003 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A17131003 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A23625006 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A23625006 - SEE NOTE 17 | P | $3,811,229 | $3,811,229 | $3,811,229 | |
| J.P. MORGAN A31866006 - SEE NOTE 17 | P | $9,021,440 | $8,600,000 | $421,440 | $421,440 |
| J.P. MORGAN A31866006 - SEE NOTE 17 | P | $3,588,548 | $3,411,623 | $176,925 | $176,925 |
| J.P. MORGAN A51324001 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A51324001 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A73745001 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A73745001 - SEE NOTE 17 | P | $7,441,445 | $7,994,697 | -$553,252 | -$553,252 |
| J.P. MORGAN A89846009 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN A89846009 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B60086000 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B60086000 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B60087008 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B60087008 - SEE NOTE 17 | P | $60,806 | $60,806 | $60,806 | |
| J.P. MORGAN B60088006 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B60088006 - SEE NOTE 17 | P | $84,006 | $84,006 | $84,006 | |
| J.P. MORGAN B64814001 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64814001 - SEE NOTE 17 | P | $64,841 | $64,841 | $64,841 | |
| J.P. MORGAN B64815008 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64815008 - SEE NOTE 17 | P | $225,699 | $225,699 | $225,699 | |
| J.P. MORGAN B64816006 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64816006 - SEE NOTE 17 | P | $197,287 | $197,287 | $197,287 | |
| J.P. MORGAN B64817004 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64817004 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64818002 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64818002 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64819000 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64819000 - SEE NOTE 17 | P | $499,709 | $499,709 | $499,709 | |
| J.P. MORGAN B64821006 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64821006 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64823002 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64823002 - SEE NOTE 17 | P | $78,445 | $78,445 | $78,445 | |
| J.P. MORGAN B64824000 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64824000 - SEE NOTE 17 | P | $146,270 | $146,270 | $146,270 | |
| J.P. MORGAN B64827003 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64827003 - SEE NOTE 17 | P | $122,196 | $122,196 | $122,196 | |
| J.P. MORGAN B64829009 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64829009 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64830007 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64830007 - SEE NOTE 17 | P | $6,267 | $6,267 | $6,267 | |
| J.P. MORGAN E09420002 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN E09420002 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN N96259002 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN N96259002 - SEE NOTE 17 | P | $1,500,000 | $1,751,065 | -$251,065 | -$251,065 |
| J.P. MORGAN Q84817008 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN Q84817008 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN E43868000 - SEE NOTE 17 | P | $1,571 | $1,571 | $1,571 | |
| J.P. MORGAN RETURN OF CAPITAL | P | $1,947,947 | $1,947,947 | $1,947,947 | |
| J.P. MORGAN CAPITAL GAIN DISTRIBUTIONS | P | $262,005 | $262,005 | $262,005 | |
| FROM K-1 JLL PARTNERS FUND VIII, LP | P | $48,401 | -$48,401 | -$48,401 | |
| FROM K-1 JLL PARTNERS FUND VIII, LP | P | $82,742 | -$82,742 | -$82,742 | |
| J.P. MORGAN B64831005 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B64831005 - SEE NOTE 17 | P | $21,916 | $21,916 | $21,916 | |
| J.P. MORGAN E51362003 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN E51362003 - SEE NOTE 17 | P | $1,311 | $1,311 | $1,311 | |
| J.P. MORGAN B95019000 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN B95019000 - SEE NOTE 17 | P | $14,971 | $14,971 | $14,971 | |
| J.P. MORGAN E31684005 - SEE NOTE 17 | P | $0 | $0 | ||
| J.P. MORGAN E31684005 - SEE NOTE 17 | P | $386 | $386 | $386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,203,192 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $140,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $140,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $270,066 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $270,066 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $129,604 | OverpaymentAmt |
| Applied To ES Tax | $129,604 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CASTLEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRENCE R GEORGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8082637073 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1197 AULOA ROAD | AddressLine1Txt |
| City | KAILUA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES H MCINTOSH | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HENRY M D'OLIER | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR/CHAIRMAN | 2.00 | $0 | $0 | $0 |
| DR CLAIRE L ASAM | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR KITTREDGE A BALDWIN | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CORBETT AK KALAMA | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DEE JAY A MAILER | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ERIC K YEAMAN | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CARLTON KC AU | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | VICE PRESIDENT OF FINANCE | 8.00 | $114,245 | $16,728 | $0 |
| SUSAN L SUMIDA | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | SECRETARY | 5.00 | $57,487 | $9,077 | $0 |
| TERRENCE R GEORGE | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | PRESIDENT/CEO | 40.00 | $391,141 | $68,613 | $0 |
| ALEXANDER HARRIS | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | VICE PRESIDENT OF PROGRAMS | 40.00 | $230,826 | $37,821 | $0 |
| DENNIS ERIC CO | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | VICE PRESIDENT OF RESILIENCY | 40.00 | $213,857 | $52,534 | $0 |
| ANN S MATSUKADO | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | TREASURER | 20.00 | $97,842 | $33,940 | $0 |
| JENNIFER G SABAS | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| T AULANI WILHELM | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA QUIDEZ | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | PROGRAM ASSOCIATE | 40.00 | $91,657 | $7,838 | $0 |
| LINDA MEKARU | ||||||||
| 1197 AULOA ROAD | KAILUA | HI | 96734 | ACCOUNTANT | 20.00 | $44,187 | $12,340 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $222,294 |
| LEARNING FOR ACTION | |||||
| 170 CAPP STREET SUITE C | SAN FRANCISCO | CA | 94110 | CONSULTING | $136,425 |
| TRAILHEAD STRATEGIES INC | |||||
| 1996 FALMOUTH DRIVE | EL CAJON | CA | 96020 | CONSULTING | $60,000 |
| KY N VU | |||||
| 45-550 KIANI STREET | KANEOHE | HI | 96744 | CONSULTING | $51,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $176,590,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,371,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,362 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,972,532 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $183,972,532 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,759,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $181,212,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,060,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,060,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140,462 | TotalTaxAmt |
| Distributable Before Adj | $8,920,185 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,920,185 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,920,185 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,500,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,518 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,503,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,920,185 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,205,149 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,503,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,205,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,621,453 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN MATSUKADO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1197 AULOA ROAD | AddressLine1Txt |
| City | KAILUA | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8082638920 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 16 - ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 16 - ATTACHMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 16 - ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 50CAN | ||||||
| 1380 MONROE ST NW 413 | WASHINGTON | DC | 20010 | GENERAL OPERATING SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5581; PC] | $50,000 | |
| 50CAN | ||||||
| 1380 MONROE ST NW 413 | WASHINGTON | DC | 20010 | CORE ORGANIZATIONAL SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5898; PC] | $150,000 | |
| ADULT FRIENDS FOR YOUTH | ||||||
| 3375 KOAPAKA STREET | HONOLULU | HI | 96819 | REDIRECTING STUDENTS BACK TO SCHOOL THROUGH INTENSIVE COUNSELING [5600; PC] | $25,000 | |
| AFTER-SCHOOL ALL-STARS HAWAII | ||||||
| 1523 KALAKAUA AVENUE SUITE 204 | HONOLULU | HI | 96826 | TO MATCH AN EMPLOYEE CONTRIBUTION [5931; PC] | $500 | |
| ARMED SERVICES YMCA OF THE USA - HONOLULU | ||||||
| 100 MCCORD STREET BLDG 1859 | PEARL HARBOR | HI | 96853 | TO MATCH AN EMPLOYEE CONTRIBUTION [5942; PC] | $150 | |
| ASSOCIATED BUILDERS & CONTRACTORS INC | ||||||
| 1375 DILLINGHAM BLVD | HONOLULU | HI | 96817 | "BUILDING HAWAII TOGETHER" SKILLED TRADES PROJECT TO INCREASE PARTICIPATION IN CARPENTRY, PLUMBING, ELECTRICAL, PAINTING AND ROOFING [5984; PC] | $60,000 | |
| BISHOP MUSEUM | ||||||
| 1525 BERNICE STREET | HONOLULU | HI | 96817 | PLANNING SUPPORT TO EXPLORE OPTIONS FOR A BISHOP MUSEUM ACADEMY SO THAT THE MUSEUM CAN MAKE ITS COLLECTIONS AND STAFF EXPERTISE MORE AVAILABLE TO STUDENTS AND TEACHERS [5899; PC] | $24,998 | |
| BOYS & GIRLS CLUB OF HAWAII | ||||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | OWN YOUR OWN FUTURE INITIATIVE: WHAT'S NEXT INITIATIVE PARENT ENGAGEMENT [5728; PC] | $30,000 | |
| BOYS TO MEN MENTORING NETWORK OF HAWAII INCORPORATED | ||||||
| PO BOX 44316 | KAMUELA | HI | 96743 | TO SUPPORT EXPANSION OF BOYS TO MEN HAWAII (BTMH) PROGRAMS ON HAWAI'I ISLAND, MAUI AND KAUAI [5938; PC] | $20,000 | |
| CALIFORNIA FIRE FOUNDATION | ||||||
| 1780 CREEKSIDE OAKS DR | SACRAMENTO | CA | 95833 | UNSOLICITED GRANT TO THE CALIFORNIA FIRE FOUNDATION TO SUPPORT THE MAUI WILDFIRE RELIEF FUND [5938; PC] | $50,000 | |
| CASTLE MEDICAL CENTER | ||||||
| 640 ULUKAHIKI STREET | KAILUA | HI | 96734 | STARTUP 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] | $140,000 | |
| CENTER FOR DISASTER PHILANTHROPY INC | ||||||
| ONE THOMAS CIRCLE NW 700 | WASHINGTON | DC | 20005 | UNSOLICITED GRANT TO CENTER FOR DISASTER PHILANTHROPY TO SUPPORT THE HAWAII WILDFIRES RECOVERY FUND [5946; PC] | $50,000 | |
| CITY AND COUNTY OF HONOLULU OFFICE OF CLIMATE CHANGE SUSTAINABILITY AND RES | ||||||
| 650 S KING ST | HONOLULU | HI | 96813 | TO HELP THE HONOLULU CITY & COUNTY OPTIMIZE ITS CLIMATE ADAPTATION WORK ALIGNED WITH THE FOUNDATION'S NEW CLIMATE STRATEGY [5860; GOV] | $100,000 | |
| COLLEGE SUMMIT INC DBA PEERFORWARD | ||||||
| 1140 3RD ST NE | WASHINGTON | DC | 20002 | PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] | $80,000 | |
| CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER | ||||||
| 2150 SHATTUCK AVENUE STE 750 | BERKELEY | CA | 94704 | PROVIDE 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] | $75,000 | |
| CONSERVATION INTERNATIONAL FOUNDATION | ||||||
| 7192 KALANIANAOLE HWY SUITE G230 | HONOLULU | HI | 96825 | PU'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] | $95,000 | |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | ||||||
| 33 SOUTH KING STREET SUITE 513 | HONOLULU | HI | 96813 | UNSOLICITED GRANT TO COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT TO SUPPORT OUTREACH IN THE KO'OLAU REGION TO HELP HOUSEHOLDS AT RISK OF EVICTION TO SECURE RENT, UTILITY, AND OTHER SUPPORT TO REMAIN HOUSED [5897; PC] | $25,000 | |
| DEPARTMENT OF EDUCATION LEEWARD DISTRICT | ||||||
| 601 KAMOKILA BOULEVARD ROOM 588 | KAPOLEI | HI | 96707 | HOLOMUA SEARIDERS TRANSITIONS PROGRAM (FOR WAI'ANAE HIGH SCHOOL STUDENTS WITH DISABILITIES) [5635; GOV] | $21,600 | |
| DEPARTMENT OF EDUCATION WINDWARD DISTRICT | ||||||
| 46-169 KAMEHAMEHA HIGHWAY | KANEOHE | HI | 96744 | OWN YOUR OWN FUTURE INITIATIVE: THE WAYFINDER PROJECT - WAIMANALO AND KAILUA HIGH FAMILIES SUCCESSFULLY NAVIGATING COLLEGE AND CAREER PATHWAYS [5786; GOV] | $20,000 | |
| ELEMENTAL EXCELERATOR | ||||||
| 1099 ALAKEA STREET SUITE 1250 | HONOLULU | HI | 96813 | COMMUNITY-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] | $70,000 | |
| FAMILY PROGRAMS OF HAWAII | ||||||
| 801 S KING STREET | HONOLULU | HI | 96813 | TO MATCH AN EMPLOYEE CONTRIBUTION [5939; PC] | $150 | |
| FRIENDS AND FAMILIES OF CASTLE (CLASS OF 2023 PROJECT GRAD) | ||||||
| 45-386 KANEOHE BAY DR | KANEOHE | HI | 96744 | WYLF YOUTH GRANT: SENIOR KNIGHTS MALAMA WAIKALUA LOKO I'A FISHPOND [5838; PC] | $4,490 | |
| FRIENDS OF KAILUA HIGH SCHOOL | ||||||
| 56-046 KAMEHAMEHA HIGHWAY | HAUULA | HI | 96717 | WYLF YOUTH GRANT: KAILUA HIGH SCHOOL SENIOR COMMUNITY CONTRIBUTION [5645; PC] | $850 | |
| HAU'ULA ELEMENTARY | ||||||
| 56-046 KAMEHAMEHA HIGHWAY | HAUULA | HI | 96717 | WYLF YOUTH GRANT: MALAMA E MAUNAWILA [5630; GOV] | $5,000 | |
| HAWAII AFTERSCHOOL ALLIANCE | ||||||
| 1776 UNIVERSITY AVENUE | HONOLULU | HI | 96822 | TO SUPPORT A DEVELOPMENTAL EVALUATION OF THE COMMUNITY SCHOOLS MODEL IN TWELVE PARTICIPATING PUBLIC SCHOOLS [5870; PC] | $25,000 | |
| HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS | ||||||
| 1020 SOUTH BERETANIA STREET 2ND | HONOLULU | HI | 96814 | COMMUNITY SPONSORSHIP TO REDUCE THE COSTS OF HOLDING THE ANNUAL HANOCON 2023 CONFERENCE: PEOPLE PILINA AND PURPOSE, NOW BROKEN UP INTO A SERIES OF VIRTUAL AND IN-PERSON CONVENINGS STATEWIDE [5929; PC] | $15,000 | FLOOR |
| HAWAII COMMUNITY FOUNDATION (HCF) | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PILINA FUND 2.0 [5618; PC] | $300,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | 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] | $50,000 | |
| HAWAII COMMUNITY FOUNDATION (HCF) | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | 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] | $500,000 | |
| HAWAII DEPARTMENT OF EDUCATION KAILUA KALAHEO COMPLEX AREA | ||||||
| 46-169 KAMEHAMEHA HIGHWAY | KANEOHE | HI | 96744 | TO SUPPORT THE KAILUA-KALAHEO COMPLEX AREA IN STAFFING A COUNSELING AND CAREER TECHNICAL EDUCATION WORKGROUP TO PLAN AND PILOT COORDINATED COLLEGE, CAREER AND COMMUNITY READINESS EFFORTS ACROSS K-12 SCHOOLS [5867; GOV] | $12,030 | |
| HAWAII ELECTRICIANS TRAINING FUND | ||||||
| 1935 HAU STREET STE 400 | HONOLULU | HI | 96819 | INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM & RECRUITMENT EXPANSION [6065; NC] | $60,000 | |
| HAWAII EXECUTIVE COLLABORATE | ||||||
| 1000 BISHOP STREET SUITE 302 | HONOLULU | HI | 96813 | SUPPORT FOR HEC'S CLIMATE COALITION, A SET OF CORPORATE, LOCAL GOVERNMENT, AND NONPROFIT SECTOR ORGANIZATIONS COMMITTED TO CLIMATE ACTION IN AND FOR HAWAII [5910; PC] | $10,000 | |
| HAWAII EXECUTIVE COLLABORATE | ||||||
| 1000 BISHOP STREET SUITE 302 | HONOLULU | HI | 96813 | SUPPORT FOR THE REDISCOVERING HAWAI'I'S SOUL INITIATIVE TO CREATE SPACES WHERE LEADERS FROM ALL SECTORS COULD HAVE CANDID, DIFFICULT DISCUSSIONS TO WORK TOGETHER TO TAKE ACTION THAT WILL CREATE A BETTER FUTURE FOR HAWAI'I [5914; PC] | $50,000 | |
| HAWAII PEOPLE'S FUND | ||||||
| PO BOX 4163 | HONOLULU | HI | 96812 | UNSOLICITED FLEXIBLE GRANT TO HAWAII PEOPLE'S FUND TO BUILD THEIR CAPACITY TO HELP PROVIDE RELIEF TO THOSE DIRECTLY IMPACTED BY THE WILDFIRES ON MAUI AND TO AMPLIFY THEIR VOICE IN DECISION MAKING THROUGH THE "MAUI ALOHA: THE PEOPLE'S RESPONSE" INITIATIVE [5947; PC] | $50,000 | |
| HAWAII SYMPHONY ORCHESTRA | ||||||
| 3610 WAIALAE AVENUE | HONOLULU | HI | 96816 | TO SUPPORT THE HAWAI'I SYMPHONY ORCHESTRA EXECUTIVE DIRECTOR SEARCH [5947; PC] | $20,000 | |
| HEALTHY CLIMATE COMMUNITIES | ||||||
| 1006 MOKULUA DRIVE | KAILUA | HI | 96734 | TO CONTINUE EFFORTS TO RESTORE HAMAKUA MARSH WITH NATIVE FLORA SO THAT NATIVE WATERFOWL USE OF THE AREA INCREASES. FUNDS WILL HELP THE ORGANIZATION GROW PROGRAMMATIC OFFERINGS, VOLUNTEER AND DONOR BASES, AND SCHOOL PARTNERSHIPS TOWARD LONG-TERM PROGRAM SUSTAINABILITY [5837; PC] | $30,000 | |
| HI FUSIONED (ISIS HAWAII) | ||||||
| PO BOX 10653 | HONOLULU | HI | 96816 | TO MOVE KEY ELEMENTS OF CODING EDUCATION AND CAREER PIPELINES FORWARD, INCLUDING TEACHER TRAINING AND CAREER EXPOSURE/MENTORSHIP, SPECIFICALLY TARGETING ELEMENTARY AND MIDDLE SCHOOLS [5744; PC] | $40,000 | |
| HISTORIC HAWAII FOUNDATION | ||||||
| 680 IWILEI ROAD DOLE OFFICE | HONOLULU | HI | 96817 | SUPPORT 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] | $175,000 | BUILDING TOWER SUITE 690 |
| HO'ALA 'AINA KUPONO | ||||||
| P O BOX 300304 | KAAAWA | HI | 96730 | TO HELP THIS KAHANA VALLEY COMMUNITY ORGANIZATION MAKE WATERFLOW IMPROVEMENTS IN THE NEWLY RESTORED HUILUA FISHPOND, THEREBY REOPENING AND RENEWING RELATIONSHIPS WITHIN AHUPUA'A O KAHANA [5585; PC] | $25,000 | |
| HONOLULU SERTOMA CLUB | ||||||
| 2735-A HENRY STREET | HONOLULU | HI | 96817 | TO MATCH AN EMPLOYEE CONTRIBUTION [5961; PC] | $500 | |
| HOOKUAAINA | ||||||
| PO BOX 342146 | KAILUA | HI | 96734 | TO 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] | $200,000 | |
| HO'OLA NA PUA | ||||||
| PO BOX 22251 | HONOLULU | HI | 96823 | TO MATCH AN EMPLOYEE CONTRIBUTION [5943; PC] | $150 | |
| HUI O WAA KAULUA | ||||||
| PO BOX 330258 | KAHULUI | HI | 96733 | UNSOLICITED 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] | $50,000 | |
| INSPIRE INTERNATIONAL | ||||||
| 94-877 LUMIAINA ST BLDG 12 | WAIPAHU | HI | 96797 | TO MATCH AN EMPLOYEE CONTRIBUTION [5710; PC] | $2,500 | |
| IOLANI SCHOOL KA'I PROGRAM | ||||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | OWN YOUR OWN FUTURE INITIATIVE: 'IOLANI SCHOOL KA'I PROGRAM: FAMILY ENGAGEMENT & VOCATIONAL LEARNING OPPORTUNITIES [5736; PC] | $30,000 | |
| JAMES B CASTLE HIGH SCHOOL | ||||||
| 45-386 KANEOHE BAY DRIVE | KANEOHE | HI | 96744 | OWN YOUR OWN FUTURE INITIATIVE: DIFFERENTIATING THE CHS WORK-BASED LEARNING CONTINUUM TO MEET THE ASPIRATIONS OF ALL STUDENTS [5734; GOV] | $20,000 | |
| KAHALUU ELEMENTARY SCHOOL | ||||||
| 47-280 WAIHEE ROAD | KANEOHE | HI | 96744 | UNSOLICITED GRANT TO KAHALUU ELEMENTARY SCHOOL UKULELE ENSEMBLE FOR FUNDS TO PERFORM IN ANAHEIM CALIFORNIA IN FEBRUARY 2023 [5679; GOV] | $5,000 | |
| KALAHEO HIGH SCHOOL | ||||||
| 730 ILIAINA STREET | KAILUA | HI | 96734 | WYLF YOUTH GRANT: KALAHEO HIGH SCHOOL SENIOR WORK DAY [5826; GOV] | $5,000 | |
| KALAHEO HIGH SCHOOL | ||||||
| 730 ILIAINA STREET | KAILUA | HI | 96734 | TO STRENGTHEN THE QUALITY OF THEIR NATURAL RESOURCE PATHWAY [6093; GOV] | $15,000 | |
| KANU HAWAII | ||||||
| 1050 QUEEN STREET SUITE 100 | HONOLULU | HI | 96814 | PLEDGE TO OUR KEIKI: A TIE-OFF GRANT TO HELP KANU HAWAI'I BUILD ON THE PLEDGE TO OUR KEIKI PLATFORM TO CEMENT ITS DEPARTMENT OF EDUCATION COLLABORATION, STRENGTHEN ITS ENGAGEMENT WITH CORPORATE SPONSORS, AND GROW SERVICE PROJECT PARTICIPATION ALONGSIDE ENVIRONMENTAL NON-PROFITS BY RESIDENTS AND VISITOR [5748; PC] | $25,000 | |
| KAUAI ECONOMIC DEVELOPMENT BOARD | ||||||
| PO BOX 3921 | LIHUE | HI | 96766 | TO DEVELOP HIGH-QUALITY ISLAND-WIDE ADVISORY BOARDS THAT SUPPORT AREA HIGH SCHOOLS AND THE RELATED CAREER ACADEMIES [6084; PC] | $15,000 | |
| KHM INTERNATIONAL | ||||||
| PO BOX 482188 | KAUNAKAKAI | HI | 96748 | MALAMA E LUA LOKO I'A: SUPPORT FOR KA HONUA MOMONA TO RESTORE THEIR TWO ADJACENT FISHPONDS ON MOLOKA'I WITH PRIORITY ON THE MAKAHA OF ALI'I FISHPOND [5667; PC] | $25,000 | |
| KOHALA HIGH SCHOOL | ||||||
| 54-3611 AKONI PULE HWY | KAPAAU | HI | 96755 | OWN YOUR OWN FUTURE INITIATIVE: IT TAKES A VILLAGE PROJECT [5813; GOV] | $15,000 | |
| KOOLAU FOUNDATION | ||||||
| PO BOX 4749 | KANEOHE | HI | 96744 | CATALYST FUNDING TO DEVELOP THE HAIKU VALLEY CULTURAL PRESERVE [5907; PC] | $75,000 | |
| KUAAINA ULU AUAMO (KUA) | ||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAII. [5598; PC] | $100,000 | |
| KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY) | ||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | 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] | $115,000 | |
| KULIA EDUCATION FOUNDATION | ||||||
| 640 PUUHALE RD 1502 | HONOLULU | HI | 96819 | SUPPORT 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] | $50,000 | |
| LANAKILA PACIFIC | ||||||
| 1809 BACHELOT STREET | HONOLULU | HI | 96817 | LANAKILA PACIFIC CAREER PATH PROGRAM, A NEW FORM OF WORK-BASED LEARNING SUPPORT FOR YOUNG PEOPLE WITH MILD TO MODERATE AUTISM [5677; PC] | $133,083 | |
| LEADERSHIP INSTITUUE HAWAII DEPARTMENT OF EDUCATION | ||||||
| 99-370 MOANALUA ROAD I-29 | AIEA | HI | 96701 | LAYING THE FOUNDATION FOR MIDDLE LEVEL EDUCATION MAGIC: STRENGTHENING PUBLIC MIDDLE SCHOOLS IN HAWAII [5920; PC] | $80,000 | |
| MAKAHA CULTURAL LEARNING CENTER | ||||||
| 84-1170 FARRINGTON HWY BLDG C2 | WAIANAE | HI | 96792 | TO EXPAND PV INSTALLATION TRAINING THROUGH STRIVE (SUSTAINABILITY THROUGH RENEWABLE IMPACT-DRIVEN VOCATIONAL EDUCATION) [5968; PC] | $60,000 | |
| MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION | ||||||
| 41-054 EHUKAI STREET | WAIMANALO | HI | 967950331 | SUPPORT 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] | $50,000 | |
| MALAMA MAUNALUA | ||||||
| 7195 KALANIANAOLE HWY | HONOLULU | HI | 96824 | TO MATCH AN EMPLOYEE CONTRIBUTION [6117; PC] | $150 | |
| MAUI UNITED WAY | ||||||
| 95 MAHALANI STREET SUITE 24 | WAILUKU | HI | 96793 | UNSOLICITED 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] | $100,000 | |
| MENTAL HEALTH AMERICA OF HAWAII | ||||||
| 1124 FORT STREET MALL SUITE 205 | HONOLULU | HI | 96813 | TO MATCH AN EMPLOYEE CONTRIBUTION [5965; PC] | $150 | |
| NA MAKA ONAONA | ||||||
| PO BOX 947 | KILAUEA | HI | 96754 | SUPPORT TO TRAIN UP TO 20 COMMUNITIES ACROSS THE STATE IN RIGOROUS TRADITIONAL OBSERVATIONS OF SEASONAL OCEAN RESOURCE CHANGES (KILO) TO EMPOWER AND INFORM IMPROVED MANAGEMENT IN PARTNERSHIP WITH THE STATE. [5570; PC] | $35,000 | |
| NEW TEACHER CENTER | ||||||
| 1205 PACIFIC AVENUE SUITE 301 | SANTA CRUZ | CA | 95060 | SUPPORTING NEW TEACHERS IN HAWAI'I MORE EFFECTIVELY TEACH PUBLIC SCHOOL STUDENTS THAT ARE STILL LEARNING THE ENGLISH LANGUAGE. [5632; PC] | $25,000 | |
| NURTURE CULTIVATE INC | ||||||
| 200 N VINEYARD BLVD STE A325-282 | HONOLULU | HI | 96817 | FOR SUPPORT OF A NEW KO'OLAULOA 'AINA-BASED EDUCATION PROGRAM IN HAU'ULA, OAHU [5831; PC] | $10,000 | |
| PAEPAE O HEEIA | ||||||
| PO BOX 6355 | KANEOHE | HI | 96744 | STRENGTHENING THE KO'OLAU 'AINA ALOHA NETWORK THROUGH SHARED VISION AND EFFORTS [5517; PC] | $75,000 | |
| PALAMA SETTLEMENT | ||||||
| 810 N VINEYARD BLVD | HONOLULU | HI | 96817 | CENTER FOR INNOVATION DIGITAL ARTS ACADEMY AT PALAMA SETTLEMENT [5434; PC] | $15,000 | |
| PARTS PER TRILLION FOUNDATION | ||||||
| 67-331 KIAPOKO PLACE | WAIALUA | HI | 96791 | TO MATCH AN EMPLOYEE CONTRIBUTION [5955; PC] | $150 | |
| PBL WORKS | ||||||
| 3 HAMILTON LANDING SUITE 220 | NOVATO | CA | 94949 | SCALING HIGH QUALITY PBL IN HAWAII - EXPANDING AND DEEPENING LEADERSHIP TRAINING IN COHORTS 4 AND 5 [5294; PC] | $57,000 | |
| PILINA EDUCATION ALLIANCE | ||||||
| 928 17TH AVE | HONOLULU | HI | 96816 | SUPPORT OF PATHWAY TO PURPOSE, A CAREER-BASED HIGH SCHOOL PROGRAM THAT PROVIDES GUIDANCE, MENTORSHIP AND WORK-BASED LEARNING OPPORTUNITIES FOR STUDENTS. [5658; NC] | $125,000 | |
| POLYNESIAN VOYAGING SOCIETY | ||||||
| 10 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | TO MATCH AN EMPLOYEE CONTRIBUTION [5711; PC] | $521 | |
| POLYNESIAN VOYAGING SOCIETY | ||||||
| 10 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | CHALLENGE 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] | $160,000 | |
| PROJECT VISION HAWAII | ||||||
| PO BOX 23212 | HONOLULU | HI | 96823 | TO PROVIDE FREE HEARING SCREENINGS FOR YOUTH AS A COMPLEMENT TO PROJECT VISION HAWAII'S ALREADY SUCCESSFUL VISION SCREENING PROGRAM, SUPPORT THE TRANSITION FROM PRIVATE FUNDING TO PUBLIC REIMBURSEMENT FOR THE PROJECT, AND SUPPORT PARTNER ORGANIZATIONS IN LEARNING HOW TO IMPLEMENT A SIMILAR MODEL FOR DENTAL AND BEHAVIORAL HEALTH SCREENINGS [5737; PC] | $40,000 | |
| PURPLE MAIA | ||||||
| 10 SAND ISLAND PARKWAY | HONOLULU | HI | 96819 | TO 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] | $110,968 | |
| RESIDENTIAL YOUTH SERVICES & EMPOWERMENT | ||||||
| 42-470 KALANIANAOLE HIGHWAY | KAILUA | HI | 96734 | TO SUPPORT THEIR DROP-IN SHELTER AND SERVICES FOR YOUTH AGES 14-24 [5637; PC] | $55,000 | |
| RESOURCES LEGACY FUND | ||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | ADVANCING A HAWAI'I VISITOR GREEN FEE [5634; PC] | $60,000 | |
| RESOURCES LEGACY FUND | ||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | TO BETTER UNDERSTAND AND RESPOND TO OPPOSITION BY SPECIFIC STAKEHOLDERS TO THE HOLOMUA INITIATIVE [5856; PC] | $50,000 | |
| RESOURCES LEGACY FUND | ||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | SUPPLEMENTAL CORE ORGANIZATIONAL SUPPORT FOR RESOURCES LEGACY FUND TO HELP REFINE AND IMPROVE A STRATEGY TO ESTABLISH A GREEN FEE IN HAWAI'I [5926; PC] | $12,000 | |
| RESOURCES LEGACY FUND | ||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | STRENGTHENING HOLOMUA: MARINE 30X30 [5521; PC] | $75,000 | |
| SAVE THE WAVES COALITION | ||||||
| 849 ALMAR AVENUE SUITE C 163 | SANTA CRUZ | CA | 95060 | TO MATCH AN EMPLOYEE CONTRIBUTION [5712; PC] | $519 | |
| SOCIAL FINANCE INC | ||||||
| 2 ATLANTIC AVE 5TH FLOOR | BOSTON | MA | 02110 | PROPOSAL TO SERVE AS HAWAI'I RENEWABLE LEARNING FUND MANAGER [6086; PC] | $150,000 | |
| SPECIAL OLYMPICS HAWAII INC | ||||||
| 91-610 MAUNAKAPU STREET | EWA BEACH | HI | 96706 | TO MATCH AN EMPLOYEE CONTRIBUTION [5940; PC] | $150 | |
| ST MARKS LUTHERAN CHURCH AND SCHOOL | ||||||
| 45-725 KAMEHAMEHA HIGHWAY | KANEOHE | HI | 96744 | WYLF YOUTH GRANT: MALAMA LOKO I'A: PRESERVING TRADITIONAL METHODS OF CLIMATE CHANGE RESILIENCY [5662; PC] | $5,000 | |
| TEACH FOR AMERICA (TFA) | ||||||
| 500 ALA MOANA BLVD SUITE 3-580 | HONOLULU | HI | 96813 | UNSOLICITED GRANT TO TEACH FOR AMERICA - HAWAII TO HONOR THE LIFE AND MEMORY OF HAWAII ISLAND COMPLEX AREA SUPERINTENDENT ART SOUZA [5834; PC] | $10,000 | |
| TEACH FOR AMERICA (TFA) | ||||||
| 500 ALA MOANA BLVD SUITE 3-580 | HONOLULU | HI | 96813 | SUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC] | $50,000 | |
| THE CHAMBER OF COMMERCE OF HAWAII | ||||||
| 1132 BISHOP STREET SUITE 2105 | HONOLULU | HI | 96813 | TO SUPPORT CAMPBELL COMPLEX MIDDLE SCHOOL TO CAREER ALIGNMENT THROUGH SECTOR PARTNERSHIPS [6091; PC] | $15,000 | |
| THE NATURE CONSERVANCY OF HAWAII | ||||||
| 923 NUUANU AVENUE | HONOLULU | HI | 96817 | ADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] | $280,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||
| 1164 BISHOP STREET SUITE 1512 | HONOLULU | HI | 96813 | TO 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] | $100,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | UNSOLICITED 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] | $50,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | HONOLULU COMMUNITY COLLEGE (HONCC) SUMMER CTE ACADEMY (2024, 2025) [6021; PC] | $60,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | INTRODUCING HIGH SCHOOL STUDENTS TO POPULATION-BASED CANCER RESEARCH IN HAWAI'I [5673; PC] | $25,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | TO PROVIDE FINANCIAL SUPPORT THAT INCREASES MATRICULATION TO WINDWARD COMMUNITY COLLEGE BY DESERVING PUBLIC HIGH SCHOOL STUDENTS IN WINDWARD OAHU [5196; PC] | $100,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | HAWAII P-20 - HELPING YOUNG PEOPLE BUILD & STRENGTHEN THEIR SOCIAL NETWORKS [5461; PC] | $154,667 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | UH SYSTEM STUDENT BASIC NEEDS OUTREACH & EDUCATION PROGRAM [5544; PC] | $63,592 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | OWN YOUR OWN FUTURE INITIATIVE: KUPU O KE KO'OLAU - KAIKUA'ANA/KAIKAINA MENTORSHIP PROGRAM [5811; PC] | $30,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | CORE OPERATING SUPPORT THAT ALLOWS THE UH ECONOMIC RESEARCH ORGANIZATION TO MORE EFFECTIVELY ENGAGE WITH DECISIONMAKERS ON IMPORTANT POLICY DECISIONS FACING OUR COMMUNITY [5847; PC] | $25,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | SUPPORT 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] | $65,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | SUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KO'OLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] | $273,579 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | TO SUPPORT A STUDY OF CLIMATE CHANGE ADAPTATION STRATEGIES OF THREE CITIES AND TO USE THAT STUDY TO IMPROVE HAWAII'S ABILITY TO ADAPT TO SEA LEVEL RISE AND OTHER CLIMATE CHANGE ISSUES [4697; PC] | -$5,249 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | $529,240 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | HAWAII P-20 CORE SUPPORT 2022-2025 [5465; PC] | $150,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | TO 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] | $498,950 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | A FINAL BRIDGE GRANT TO SUPPORT WINDWARD COMMUNITY COLLEGE UK FOOTHOLDS SHAKESPEARE STUDY ABROAD PROGRAM [5832; PC] | $25,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | HAWAII P-20 PATHWAYS INITIATIVE - BUILDING CLEAR AND COHERENT PATHWAYS FOR STUDENT SUCCESS [4635; PC] | -$148,107 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | FISH PONO: PUBLIC EDUCATION CAMPAIGN FOR CONSERVING CORAL REEF HERBIVORES [5493; PC] | $6,500 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | DEVELOP A MALAMA 'AINA PLAN FOR MOKU O LO'E THAT GROUNDS IT IN ITS CULTURAL HERITAGE AND GUIDES IT THROUGH THE CHANGING CLIMATE AHEAD [5586; PC] | $50,000 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | O'IO TAGGING PROJECT PHASE II, AIMED AT IMPROVING THE MANAGEMENT OF O'IO AND AT ENCOURAGING MEANINGFUL COLLABORATION AMONG FISHERMEN AND SCIENTISTS [3746; PC] | -$116 | |
| UNIVERSITY OF VIRGINIA | ||||||
| 405 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22901 | PROVIDE 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] | $111,814 | |
| WAIMANALO CANOE CLUB | ||||||
| PO BOX 259 | WAIMANALO | HI | 96795 | WAIMANALO CANOE CLUB "KE ALAULA" [4816; PC] | $20,000 | |
| WASTEWATER ALTERNATIVES AND INNOVATIONS | ||||||
| 2927 HIBISCUS PLACE | HONOLULU | HI | 96815 | TO LEAD STATE AND NON-PROFIT PARTNERS IN IMPROVING THE WAY WE MANAGE WATER QUALITY IN HAWAI'I AS PART OF THE HOLOMUA INITIATIVE [5854; PC] | $50,000 | |
| WINDWARD DOG PARK HUI | ||||||
| 45-035 KA HANAHOU PLACE | KANEOHE | HI | 96744 | SUPPORT TO ESTABLISH THE FIRST CITY-APPROVED PUBLIC DOG PARK IN WINDWARD OAHU [5903; PC] | $10,000 | |
| WINDWARD SCHOOL DISTRICT | ||||||
| 46-169 KAMEHAMEHA HWY | KANEOHE | HI | 96744 | PROJECT BASED LEARNING (PBL) FOR WINDWARD DISTRICT AND ORGANIZATIONS [5426; GOV] | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,332,479 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 50CAN | |||||
| 1380 MONROE ST NW 413 | WASHINGTON | DC | 20010 | CORE ORGANIZATIONAL SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5898; PC] | $135,000 |
| BOTTLES4COLLEGE | |||||
| 53127 KAMEHAMEHA HWY | HAUULA | HI | 96717 | WYLF YOUTH GRANT: BOTTLES4COLLEGE [5956; PC] | $5,000 |
| BOYS & GIRLS CLUB OF HAWAII | |||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | OWN YOUR OWN FUTURE INITIATIVE: WHAT'S NEXT INITIATIVE PARENT ENGAGEMENT [5728; PC] | $20,000 |
| BOYS & GIRLS CLUB OF HAWAII | |||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | FOR AN UNSOLICITED GRANT AWARD TO WINDWARD BOYS AND GIRLS CLUBHOUSE [6130; PC] | $5,000 |
| BOYS TO MEN MENTORING NETWORK OF HAWAII INCORPORATED | |||||
| PO BOX 44316 | KAMUELA | HI | 96743 | TO SUPPORT EXPANSION OF BOYS TO MEN HAWAII (BTMH) PROGRAMS ON HAWAI'I ISLAND, MAUI AND KAUAI [5938; PC] | $5,000 |
| CITY AND COUNTY OF HONOLULU OFFICE OF CLIMATE CHANGE SUSTAINABILITY AND RES | |||||
| 650 S KING ST | HONOLULU | HI | 96813 | TO HELP THE HONOLULU CITY & COUNTY OPTIMIZE ITS CLIMATE ADAPTATION WORK ALIGNED WITH THE FOUNDATION'S NEW CLIMATE STRATEGY [5860; GOV] | $100,000 |
| COLLABORATIVE SUPPORT SERVICES (CSS) | |||||
| 700 BISHOP STREET SUITE 1701 | HONOLULU | HI | 96813 | BUILDING A COMMUNITY-BASED EARLY CHILDHOOD CONTINUUM IN THE WAIMANALO COMMUNITY OF OAHU [5605; PC] | $50,000 |
| COLLEGE SUMMIT INC DBA PEERFORWARD | |||||
| 1140 3RD ST NE | WASHINGTON | DC | 20002 | PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] | $70,000 |
| CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER | |||||
| 2150 SHATTUCK AVENUE STE 750 | BERKELEY | CA | 94704 | PROVIDE 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] | $20,000 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||
| 7192 KALANIANAOLE HWY SUITE G230 | HONOLULU | HI | 96825 | PU'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] | $95,000 |
| DEPARTMENT OF EDUCATION WINDWARD DISTRICT | |||||
| 46-169 KAMEHAMEHA HIGHWAY | KANEOHE | HI | 96744 | OWN YOUR OWN FUTURE INITIATIVE: THE WAYFINDER PROJECT - WAIMANALO AND KAILUA HIGH FAMILIES SUCCESSFULLY NAVIGATING COLLEGE AND CAREER PATHWAYS [5786; GOV] | $10,000 |
| HAWAII AFTERSCHOOL ALLIANCE | |||||
| 1776 UNIVERSITY AVENUE | HONOLULU | HI | 96822 | TO SUPPORT A DEVELOPMENTAL EVALUATION OF THE COMMUNITY SCHOOLS MODEL IN TWELVE PARTICIPATING PUBLIC SCHOOLS [5870; PC] | $50,000 |
| HAWAII CHAMBER OF COMMERCE FOUNDATION | |||||
| 733 BISHOP STREET STE 1200 | HONOLULU | HI | 96813 | UNSOLICITED CHALLENGE GRANT TO HAWAII CHAMBER OF COMMERCE FOUNDATION TO SUPPORT BUSINESS RELIEF FUND TO HELP BUSINESSES AFFECTED BY THE MAUI WILDFIRES [5953; PC] | $50,000 |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PILINA FUND 2.0 [5618; PC] | $500,000 |
| HAWAII COMMUNITY FOUNDATION (HCF) | |||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | 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] | $1,000,000 |
| HAWAII ELECTRICIANS TRAINING FUND | |||||
| 1935 HAU STREET STE 400 | HONOLULU | HI | 96819 | INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM & RECRUITMENT EXPANSION [6065; NC] | $40,000 |
| HAWAII EXECUTIVE COLLABORATE | |||||
| 1000 BISHOP STREET SUITE 302 | HONOLULU | HI | 96813 | SUPPORT FOR THE REDISCOVERING HAWAI'I'S SOUL INITIATIVE TO CREATE SPACES WHERE LEADERS FROM ALL SECTORS COULD HAVE CANDID, DIFFICULT DISCUSSIONS TO WORK TOGETHER TO TAKE ACTION THAT WILL CREATE A BETTER FUTURE FOR HAWAI'I [5914; PC] | $100,000 |
| HEALTHY CLIMATE COMMUNITIES | |||||
| 1006 MOKULUA DRIVE | KAILUA | HI | 96734 | TO CONTINUE EFFORTS TO RESTORE HAMAKUA MARSH WITH NATIVE FLORA SO THAT NATIVE WATERFOWL USE OF THE AREA INCREASES. FUNDS WILL HELP THE ORGANIZATION GROW PROGRAMMATIC OFFERINGS, VOLUNTEER AND DONOR BASES, AND SCHOOL PARTNERSHIPS TOWARD LONG-TERM PROGRAM SUSTAINABILITY [5837; PC] | $20,000 |
| HI FUSIONED (ISIS HAWAII) | |||||
| PO BOX 10653 | HONOLULU | HI | 96816 | TO MOVE KEY ELEMENTS OF CODING EDUCATION AND CAREER PIPELINES FORWARD, INCLUDING TEACHER TRAINING AND CAREER EXPOSURE/MENTORSHIP, SPECIFICALLY TARGETING ELEMENTARY AND MIDDLE SCHOOLS [5744; PC] | $40,000 |
| HUI MALAMA O KE KAI FOUNDATION | |||||
| 41-477 HIHIMANU STREET | WAIMANALO | HI | 96795 | E HOAKOAKOA: A COMMUNITY & EDUCATIONAL SPACE [5166; PC] | $50,000 |
| IOLANI SCHOOL KA'I PROGRAM | |||||
| 563 KAMOKU STREET | HONOLULU | HI | 96826 | OWN YOUR OWN FUTURE INITIATIVE: 'IOLANI SCHOOL KA'I PROGRAM: FAMILY ENGAGEMENT & VOCATIONAL LEARNING OPPORTUNITIES [5736; PC] | $20,000 |
| JAMES B CASTLE HIGH SCHOOL FOR CASTLE PERFORMING ARTS CENTER | |||||
| 45-386 KANEOHE BAY DRIVE | KANEOHE | HI | 96744 | WYLF YOUTH GRANT: CASTLE KIDS STORY TIME [6087; GOV] | $5,000 |
| JAMES B CASTLE HIGH SCHOOL | |||||
| 45-386 KANEOHE BAY DRIVE | KANEOHE | HI | 96744 | OWN YOUR OWN FUTURE INITIATIVE: DIFFERENTIATING THE CHS WORK-BASED LEARNING CONTINUUM TO MEET THE ASPIRATIONS OF ALL STUDENTS [5734; GOV] | $17,932 |
| KAILUA HISTORICAL SOCIETY | |||||
| PO BOX 574 | KAILUA | HI | 96734 | UNSOLICITED GRANT TO KAILUA HISTORICAL SOCIETY IN RECOGNITION OF OUR LONGSTANDING COMMITMENT TO KAILUA AND TO HONOR THE MEMORY OF DR. PAUL BRENNAN [6121; NC] | $5,000 |
| KALAHEO HIGH SCHOOL | |||||
| 730 ILIAINA STREET | KAILUA | HI | 96734 | TO STRENGTHEN THE QUALITY OF THEIR NATURAL RESOURCE PATHWAY [6093; GOV] | $5,000 |
| KANU HAWAII | |||||
| 1050 QUEEN STREET SUITE 100 | HONOLULU | HI | 96814 | PLEDGE TO OUR KEIKI: A TIE-OFF GRANT TO HELP KANU HAWAI'I BUILD ON THE PLEDGE TO OUR KEIKI PLATFORM TO CEMENT ITS DEPARTMENT OF EDUCATION COLLABORATION, STRENGTHEN ITS ENGAGEMENT WITH CORPORATE SPONSORS, AND GROW SERVICE PROJECT PARTICIPATION ALONGSIDE ENVIRONMENTAL NON-PROFITS BY RESIDENTS AND VISITOR [5748; PC] | $25,000 |
| KAUAI ECONOMIC DEVELOPMENT BOARD | |||||
| PO BOX 3921 | LIHUE | HI | 96766 | TO DEVELOP HIGH-QUALITY ISLAND-WIDE ADVISORY BOARDS THAT SUPPORT AREA HIGH SCHOOLS AND THE RELATED CAREER ACADEMIES [6084; PC] | $5,000 |
| KE KULA NUI O WAIMANALO | |||||
| PO BOX 723 | WAIMANALO | HI | 96795 | WYLF YOUTH GRANT: MALA HO'AKA'AKA [5269; PC] | $5,000 |
| KHM INTERNATIONAL | |||||
| PO BOX 482188 | KAUNAKAKAI | HI | 96748 | MALAMA E LUA LOKO I'A: SUPPORT FOR KA HONUA MOMONA TO RESTORE THEIR TWO ADJACENT FISHPONDS ON MOLOKA'I WITH PRIORITY ON THE MAKAHA OF ALI'I FISHPOND [5667; PC] | $25,000 |
| KOHALA HIGH SCHOOL | |||||
| 54-3611 AKONI PULE HWY | KAPAAU | HI | 96755 | OWN YOUR OWN FUTURE INITIATIVE: IT TAKES A VILLAGE PROJECT [5813; GOV] | $10,000 |
| KOOLAU FOUNDATION | |||||
| PO BOX 4749 | KANEOHE | HI | 96744 | CATALYST FUNDING TO DEVELOP THE HAIKU VALLEY CULTURAL PRESERVE [5907; PC] | $75,000 |
| KUAAINA ULU AUAMO (KUA) | |||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAII. [5598; PC] | $1,000,000 |
| LEADERSHIP INSTITUUE HAWAII DEPARTMENT OF EDUCATION | |||||
| 99-370 MOANALUA ROAD I-29 | AIEA | HI | 96701 | LAYING THE FOUNDATION FOR MIDDLE LEVEL EDUCATION MAGIC: STRENGTHENING PUBLIC MIDDLE SCHOOLS IN HAWAII [5920; PC] | $50,000 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||
| 45-725 KAMEHAMEHA HIGHWAY | KANEOHE | HI | 96744 | WYLF YOUTH GRANT: MALAMA 'AINA - SUPPORTING OUR KUPUNA [6108; PC] | $1,800 |
| MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION | |||||
| 41-054 EHUKAI STREET | WAIMANALO | HI | 967950331 | WYLF YOUTH GRANT: KO KAKOU KULEANA [6011; PC] | $5,000 |
| MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION | |||||
| 41-054 EHUKAI STREET | WAIMANALO | HI | 967950331 | WYLF YOUTH GRANT: MALAMA HONUA PCS PAPA HULA - MALAMA 'AINA [6124; PC] | $5,000 |
| MANOA HERITAGE CENTER | |||||
| 2859 MANOA ROAD | HONOLULU | HI | 96822 | SAM COOKE ENDOWED FUND [4463; PC] | $450,000 |
| NURTURE CULTIVATE INC | |||||
| 200 N VINEYARD BLVD STE A325-282 | HONOLULU | HI | 96817 | FOR SUPPORT OF A NEW KO'OLAULOA 'AINA-BASED EDUCATION PROGRAM IN HAU'ULA, OAHU [5831; PC] | $10,000 |
| PROJECT GRADUATION - KALAHEO HIGH SCHOOL | |||||
| 730 ILIAINA ST | KAILUA | HI | 96734 | KALAHEO CLASS OF 2024 PROJECT GRAD [6164; PC] | $5,000 |
| PROJECT VISION HAWAII | |||||
| PO BOX 23212 | HONOLULU | HI | 96823 | TO PROVIDE FREE HEARING SCREENINGS FOR YOUTH AS A COMPLEMENT TO PROJECT VISION HAWAII'S ALREADY SUCCESSFUL VISION SCREENING PROGRAM, SUPPORT THE TRANSITION FROM PRIVATE FUNDING TO PUBLIC REIMBURSEMENT FOR THE PROJECT, AND SUPPORT PARTNER ORGANIZATIONS IN LEARNING HOW TO IMPLEMENT A SIMILAR MODEL FOR DENTAL AND BEHAVIORAL HEALTH SCREENINGS [5737; PC] | $80,000 |
| RESIDENTIAL YOUTH SERVICES & EMPOWERMENT | |||||
| 42-470 KALANIANAOLE HIGHWAY | KAILUA | HI | 96734 | TO SUPPORT THEIR DROP-IN SHELTER AND SERVICES FOR YOUTH AGES 14-24 [5637; PC] | $25,000 |
| SOCIAL FINANCE INC | |||||
| 2 ATLANTIC AVE 5TH FLOOR | BOSTON | MA | 02110 | PROPOSAL TO SERVE AS HAWAI'I RENEWABLE LEARNING FUND MANAGER [6086; PC] | $1,100,000 |
| THE CHAMBER OF COMMERCE OF HAWAII | |||||
| 1132 BISHOP STREET SUITE 2105 | HONOLULU | HI | 96813 | TO SUPPORT CAMPBELL COMPLEX MIDDLE SCHOOL TO CAREER ALIGNMENT THROUGH SECTOR PARTNERSHIPS [6091; PC] | $5,000 |
| THE NATURE CONSERVANCY OF HAWAII | |||||
| 923 NUUANU AVENUE | HONOLULU | HI | 96817 | ADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] | $280,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | HONOLULU COMMUNITY COLLEGE (HONCC) SUMMER CTE ACADEMY (2024, 2025) [6021; PC] | $40,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | OWN YOUR OWN FUTURE INITIATIVE: KUPU O KE KO'OLAU - KAIKUA'ANA/KAIKAINA MENTORSHIP PROGRAM [5811; PC] | $20,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | CORE OPERATING SUPPORT THAT ALLOWS THE UH ECONOMIC RESEARCH ORGANIZATION TO MORE EFFECTIVELY ENGAGE WITH DECISIONMAKERS ON IMPORTANT POLICY DECISIONS FACING OUR COMMUNITY [5847; PC] | $50,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | SUPPORT 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] | $23,740 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] | $793,860 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | HAWAII P-20 CORE SUPPORT 2022-2025 [5465; PC] | $150,000 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | TO 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] | $298,950 |
| UNIVERSITY OF HAWAII FOUNDATION | |||||
| P O BOX 11270 | HONOLULU | HI | 968280270 | DEVELOP A MALAMA 'AINA PLAN FOR MOKU O LO'E THAT GROUNDS IT IN ITS CULTURAL HERITAGE AND GUIDES IT THROUGH THE CHANGING CLIMATE AHEAD [5586; PC] | $49,335 |
| UNIVERSITY OF VIRGINIA | |||||
| 405 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22901 | PROVIDE 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] | $191,186 |
| WASTEWATER ALTERNATIVES AND INNOVATIONS | |||||
| 2927 HIBISCUS PLACE | HONOLULU | HI | 96815 | TO LEAD STATE AND NON-PROFIT PARTNERS IN IMPROVING THE WAY WE MANAGE WATER QUALITY IN HAWAI'I AS PART OF THE HOLOMUA INITIATIVE [5854; PC] | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,246,803 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $698,542 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,257,588 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,334,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,327,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,327,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,665 | Amt |
| Net Investment Income | $7,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,178 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING IMPROVEMENTS (BEGINNING BALANCE) | 2010-01-01 | $1,531,354 | $510,449 | SL | 39.000000000000 | $39,265 | $0 |
| MASON ARCHITECT - A&E SVCS TO 1/31/10 | 2010-01-01 | $5,905 | $1,967 | SL | 39.000000000000 | $151 | $0 |
| AA ELECTRIC - TEL CABLING | 2010-01-01 | $63 | $22 | SL | 39.000000000000 | $2 | $0 |
| HEATH CONSTRUCTION - CM SVCS TO 2/28/10 | 2010-01-01 | $1,069 | $355 | SL | 39.000000000000 | $27 | $0 |
| MASON ARCHITECT - EXTRA A&E SVCS | 2010-01-01 | $2,343 | $781 | SL | 39.000000000000 | $60 | $0 |
| RECLASS FOUNDATION OFFICE | 2010-01-01 | $16,573 | $5,524 | SL | 39.000000000000 | $425 | $0 |
| MASON ARCHITECT - EXTRA A&E SVCS | 2010-01-01 | $1,049 | $350 | SL | 39.000000000000 | $27 | $0 |
| CONSTRUCTORS HAWAII - PAY APP NO. 9 | 2010-01-01 | $105,924 | $35,308 | SL | 39.000000000000 | $2,716 | $0 |
| CONSTRUCTORS HAWAII - FINAL PAY APP | 2010-01-01 | $5,000 | $1,666 | SL | 39.000000000000 | $128 | $0 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | 2020-12-01 | $4,837 | $2,015 | SL | 5.000000000000 | $968 | $0 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | 2020-12-01 | $2,070 | $863 | SL | 5.000000000000 | $414 | $0 |
| FILE CABINETS (ARCHIVE ROOM) | 1995-01-01 | $416 | $416 | SL | 10.000000000000 | $0 | $0 |
| FND MGR'S FURNITURE (SCAN LINE) | 1999-09-01 | $6,389 | $6,389 | SL | 10.000000000000 | $0 | $0 |
| CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION | 1999-10-01 | $1,711 | $1,711 | SL | 10.000000000000 | $0 | $0 |
| FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE | 1999-11-01 | $1,123 | $1,123 | SL | 10.000000000000 | $0 | $0 |
| BOSE RADIO RECEPTION | 1999-12-01 | $519 | $519 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4) | 2010-02-01 | $1,013 | $1,013 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14) | 2010-02-01 | $4,275 | $4,275 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - RECTANGLE TABLES (QTY 4) | 2010-02-01 | $4,686 | $4,686 | SL | 5.000000000000 | $0 | $0 |
| OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE) | 2010-02-01 | $9,113 | $9,113 | SL | 10.000000000000 | $0 | $0 |
| OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN) | 2010-02-01 | $10,854 | $10,854 | SL | 10.000000000000 | $0 | $0 |
| OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE | 2011-11-01 | $6,390 | $6,390 | SL | 10.000000000000 | $0 | $0 |
| OFFICE PAVILLION - 2ND PAYMENT | 2011-11-01 | $6,390 | $6,390 | SL | 10.000000000000 | $0 | $0 |
| XEROX W7845PT SER #MX4-344262 | 2014-04-01 | $10,330 | $10,330 | SL | 5.000000000000 | $0 | $0 |
| DELL SERVER | 2015-08-01 | $7,720 | $7,720 | SL | 5.000000000000 | $0 | $0 |
| SURFACE PRO (QTY1)/MONITORS | 2015-08-01 | $1,038 | $1,038 | SL | 5.000000000000 | $0 | $0 |
| SAMSUNG 82" SMART 4K ULTRA HD TV | 2017-10-01 | $5,654 | $5,654 | SL | 5.000000000000 | $0 | $0 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | 2019-10-01 | $3,202 | $2,082 | SL | 5.000000000000 | $640 | $0 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | 2019-10-01 | $3,202 | $2,082 | SL | 5.000000000000 | $640 | $0 |
| SURFACE PRO 7 (QTY1) TRG | 2020-11-01 | $1,837 | $800 | SL | 5.000000000000 | $368 | $0 |
| MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY | 2022-01-03 | $2,617 | $524 | SL | 5.000000000000 | $524 | $0 |
| MICROSOFT SURFACE PRO 8 W/WARRANTY (AH) | 2022-07-01 | $1,821 | $182 | SL | 5.000000000000 | $364 | $0 |
| MICROSOFT SURFACE PRO 8 W/WARRANTY (MG) | 2022-07-01 | $1,821 | $182 | SL | 5.000000000000 | $364 | $0 |
| DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (AM) | 2023-12-31 | $1,759 | NC | 5.000000000000 | $0 | $0 | |
| DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (SM) | 2023-12-31 | $1,759 | NC | 5.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PILINA EDUCATION ALLIANCE | |||||||||||
| 928 17TH AVENUE | HONOLULU | HI | 96816 | 2021-07-01 | $200,000 | PURPOSE OF GRANT: OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM. | $200,000 | TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND | GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON FEBRUARY 1, 2022. | 2022-10-29 | TO 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. |
| KULIA EDUCATION FOUNDATION | |||||||||||
| 640 PUUHALE ROAD 1502 | HONOLULU | HI | 968193304 | 2022-09-01 | $50,000 | SUPPORT 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. | $50,000 | TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND | NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE. | 2024-05-16 | TO 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. |
| PILINA EDUCATION ALLIANCE | |||||||||||
| 928 17TH AVENUE | HONOLULU | HI | 96816 | 2022-12-01 | $250,000 | SUPPORT OF PATHWAY TO PURPOSE, A CAREER-BASED HIGH SCHOOL PROGRAM THAT PROVIDES GUIDANCE, MENTORSHIP AND WORK-BASED LEARNING OPPORTUNITIES FOR STUDENTS. | $250,000 | TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND | GRANTEE PROGRESS REPORTS WERE SUBMITTED ON 7/8/23 AND 12/14/23. | 2024-07-02 | TO 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. |
| HAWAII ELECTRICIANS TRAINING FUND | |||||||||||
| 1935 HAU STREET SUITE 400 | HONOLULU | HI | 96819 | 2023-11-01 | $100,000 | INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM AND RECRUITMENT EXPANSION. | $40,000 | TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND | NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE. | 2024-06-04 | TO 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. |
| KAILUA HISTORICAL SOCIETY | |||||||||||
| PO BOX 574 | KAILUA | HI | 96734 | 2023-12-07 | $5,000 | UNSOLICITED GRANT TO KAILUA HISTORICAL SOCIETY IN RECOGNITION OF OUR LONGSTANDING COMMITMENT TO KAILUA AND TO HONOR THE MEMORY OF DR. PAUL BRENNAN. | $0 | TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND | NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE. | 2024-06-11 | TO 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. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| GRANT APPLICATION SUBMISSION INFO | FORM 990-PF, PART XV, LINES 2A - 2D | LINE 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. |
| NOTE ON DATES ACQUIRED/SOLD AND DETAILS | FORM 990-PF, PART IV | THE 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $112,762,977 | EOYBookValueAmt |
| EOYFMV | $128,505,013 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $10,362 | $10,362 |
| HEDGE FUNDS | FMV | $3,556,675 | $3,873,692 |
| PRIVATE EQUITY | FMV | $46,524,117 | $48,014,902 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING IMPROVEMENTS (BEGINNING BALANCE) | $1,531,354 | $549,714 | $981,640 |
| MASON ARCHITECT - A&E SVCS TO 1/31/10 | $5,905 | $2,118 | $3,787 |
| AA ELECTRIC - TEL CABLING | $63 | $24 | $39 |
| HEATH CONSTRUCTION - CM SVCS TO 2/28/10 | $1,069 | $382 | $687 |
| MASON ARCHITECT - EXTRA A&E SVCS | $2,343 | $841 | $1,502 |
| RECLASS FOUNDATION OFFICE | $16,573 | $5,949 | $10,624 |
| MASON ARCHITECT - EXTRA A&E SVCS | $1,049 | $377 | $672 |
| CONSTRUCTORS HAWAII - PAY APP NO. 9 | $105,924 | $38,024 | $67,900 |
| CONSTRUCTORS HAWAII - FINAL PAY APP | $5,000 | $1,794 | $3,206 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | $4,837 | $2,983 | $1,854 |
| AMV HAWAII - COIL CONDENSER REPLACEMENT | $2,070 | $1,277 | $793 |
| FILE CABINETS (ARCHIVE ROOM) | $416 | $416 | $0 |
| FND MGR'S FURNITURE (SCAN LINE) | $6,389 | $6,389 | $0 |
| CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION | $1,711 | $1,711 | $0 |
| FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE | $1,123 | $1,123 | $0 |
| BOSE RADIO RECEPTION | $519 | $519 | $0 |
| OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4) | $1,013 | $1,013 | $0 |
| OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14) | $4,275 | $4,275 | $0 |
| OFFICE PAVILLION - RECTANGLE TABLES (QTY 4) | $4,686 | $4,686 | $0 |
| OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE) | $9,113 | $9,113 | $0 |
| OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN) | $10,854 | $10,854 | $0 |
| OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE | $6,390 | $6,390 | $0 |
| OFFICE PAVILLION - 2ND PAYMENT | $6,390 | $6,390 | $0 |
| XEROX W7845PT SER #MX4-344262 | $10,330 | $10,330 | $0 |
| DELL SERVER | $7,720 | $7,720 | $0 |
| SAMSUNG 82" SMART 4K ULTRA HD TV | $5,654 | $5,654 | $0 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | $3,202 | $2,722 | $480 |
| SURFACE BOOK 2 WITH DOCKING JG/AM | $3,202 | $2,722 | $480 |
| SURFACE PRO 7 (QTY1) TRG | $1,837 | $1,168 | $669 |
| MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY | $2,617 | $1,048 | $1,569 |
| MICROSOFT SURFACE PRO 8 W/WARRANTY (AH) | $1,821 | $546 | $1,275 |
| MICROSOFT SURFACE PRO 8 W/WARRANTY (MG) | $1,821 | $546 | $1,275 |
| DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (AM) | $1,759 | $0 | $1,759 |
| DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (SM) | $1,759 | $0 | $1,759 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,407 | LegalFeesAmt |
| Net Investment Income | $1,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,227 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX RECEIVABLE | $71,498 | ||
| OTHER RECEIVABLES | $6,504 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV ADJUSTMENT | Desc |
| Amt | $9,077,321 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - FIRE | $6,115 | $0 | $8,239 |
| INSURANCE - LIABILITY | $82,053 | $14,069 | $124,502 |
| MEALS & ENTERTAINMENT | $21,710 | $3,722 | $17,987 |
| SUPPLIES | $27,162 | $0 | $27,162 |
| AUTO & TRUCK | $2,281 | $0 | $2,281 |
| DUES & SUBSCRIPTIONS | $44,878 | $0 | $44,878 |
| REPAIRS & MAINTENANCE | $69,897 | $0 | $69,897 |
| SERVICE FEES | $4,277 | $733 | $3,543 |
| OTHER EXPENSES (FROM K-1 CORE SENIOR LENDING OFFSHORE FUND, LP) | $0 | $1,856 | $0 |
| OTHER EXPENSES (FROM K-1 CRESTVIEW IV PRIVATE INVESTORS, LLC) | $0 | $8,098 | $0 |
| OFFICE | -$61 | $0 | -$61 |
| OTHER EXPENSES (FROM K-1 SCULPTOR REAL ESTATE IV PRIVATE INVESTORS OS, LP) | $0 | $35,185 | $0 |
| OTHER EXPENSES (FROM K-1 JLL PARTNERS FUND VIII (CAYMAN), LP) | $0 | $115 | $0 |
| OTHER EXPENSES (FROM K-1 JLL PARTNERS FUND VIII, LP) | $0 | $66,955 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INVESTMENT INCOME | $37,152 | $37,152 | $37,152 |
| OTHER INCOME (FROM K-1 CORE SENIOR LENDING OFFSHORE FUND (PB), LP) | $127,142 | ||
| OTHER INCOME (FROM K-1 CRESTVIEW IV PRIVATE INVESTORS, LLC) | $1,034 | ||
| OTHER INCOME (FROM K-1 SCULPTOR REAL ESTATE IV PRIVATE INVESTORS OS, LP) | $52,270 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $9,004,539 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER LIABILITIES | $65,963 | $67,562 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $105,415 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $414,853 | $0 | $454,151 |
| MANAGEMENT FEES - INVESTMENTS | $783,337 | $783,337 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX (CURRENT AND DEFERRED) | $267,162 | $0 | $0 |
| HAWAII GENERAL EXCISE TAX | $13 | $13 | $0 |
| FOREIGN TAXES | $63,394 | $63,394 | $0 |
| PAYROLL TAXES | $81,450 | $14,954 | $66,496 |