Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
HAROLD KL CASTLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1197 AULOA ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KAILUA, HI96734
A Employer identification number

99-6005445
B Telephone number (see instructions)

(808) 263-7073
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$181,516,780J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,060,048 1,060,048  
4 Dividends and interest from securities... 2,409,285 2,409,285  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,295,714
b Gross sales price for all assets on line 6a 46,117,346
7 Capital gain net income (from Part IV, line 2)... 4,295,714
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
360,600 216,249  
12 Total. Add lines 1 through 11........ 8,125,647 7,981,296  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 944,425 155,889   788,536
14 Other employee salaries and wages...... 189,249 43,535   145,715
15 Pension plans, employee benefits....... 198,536 39,865   158,671
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,457 256   1,200
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,859 7,363   34,495
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,364,460 1,047,799   311,092
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
137,567 85,450   52,117
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
47,776 0  
20 Occupancy.............. 15,274 0   15,274
21 Travel, conferences, and meetings....... 86,151 15,155   72,064
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
255,649 17,836   197,122
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,282,403 1,413,148   1,776,286
25 Contributions, gifts, grants paid....... 7,964,039 7,964,039
26 Total expenses and disbursements. Add lines 24 and 25 11,246,442 1,413,148   9,740,325
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,120,795
b Net investment income (if negative, enter -0-) 6,568,148
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 374,153 1,489,857 1,489,857
2 Savings and temporary cash investments......... 5,059,733 2,085,783 2,085,783
3 Accounts receivable right arrow102,554
Less: allowance for doubtful accounts right arrow   61,449 102,554 102,554
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 70,485 28,855 28,855
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 113,755,899 Click to see attachment
List of Attached Documents:
// Content
105,407,235 		108,386,725
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 56,535,387 Click to see attachment
List of Attached Documents:
// Content
62,726,443 		68,219,469
14 Land, buildings, and equipment: basis right arrow1,768,307
Less: accumulated depreciation (attach schedule) right arrow642,772 1,167,953 Click to see attachment
List of Attached Documents:
// Content
1,125,535 		1,125,535
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
78,002 		Click to see attachment
List of Attached Documents:
// Content
78,002
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 177,025,059 173,044,264 181,516,780
Liabilities 17 Accounts payable and accrued expenses.......... 40,432 43,095
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
653,658 		Click to see attachment
List of Attached Documents:
// Content
65,963
23 Total liabilities (add lines 17 through 22)......... 694,090 109,058
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 176,330,969 172,935,206
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 176,330,969 172,935,206
30 Total liabilities and net assets/fund balances (see instructions). 177,025,059 173,044,264
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
176,330,969
2
Enter amount from Part I, line 27a .....................
2
-3,120,795
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
31,188,364
4
Add lines 1, 2, and 3 ..........................
4
204,398,538
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
31,463,332
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
172,935,206
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEE STATEMENT 17 FOR NOTE ON DATES ACQUIRED/SOLD AND DETAILS P    
b J.P. MORGAN A17113001 - SEE NOTE 17 P    
c J.P. MORGAN A17113001 - SEE NOTE 17 P    
d J.P. MORGAN A17115006 - SEE NOTE 17 P    
e J.P. MORGAN A17115006 - SEE NOTE 17 P    
J.P. MORGAN A17121004 - SEE NOTE 17 P    
J.P. MORGAN A17121004 - SEE NOTE 17 P    
J.P. MORGAN A17123000 - SEE NOTE 17 P    
J.P. MORGAN A17123000 - SEE NOTE 17 P    
J.P. MORGAN A17124008 - SEE NOTE 17 P    
J.P. MORGAN A17124008 - SEE NOTE 17 P    
J.P. MORGAN A17126003 - SEE NOTE 17 P    
J.P. MORGAN A17126003 - SEE NOTE 17 P    
J.P. MORGAN A17127001 - SEE NOTE 17 P    
J.P. MORGAN A17127001 - SEE NOTE 17 P    
J.P. MORGAN A17128009 - SEE NOTE 17 P    
J.P. MORGAN A17128009 - SEE NOTE 17 P    
J.P. MORGAN A17129007 - SEE NOTE 17 P    
J.P. MORGAN A17129007 - SEE NOTE 17 P    
J.P. MORGAN A17131003 - SEE NOTE 17 P    
J.P. MORGAN A17131003 - SEE NOTE 17 P    
J.P. MORGAN A23625006 - SEE NOTE 17 P    
J.P. MORGAN A23625006 - SEE NOTE 17 P    
J.P. MORGAN A31866006 - SEE NOTE 17 P    
J.P. MORGAN A31866006 - SEE NOTE 17 P    
J.P. MORGAN A51324001 - SEE NOTE 17 P    
J.P. MORGAN A51324001 - SEE NOTE 17 P    
J.P. MORGAN A73745001 - SEE NOTE 17 P    
J.P. MORGAN A73745001 - SEE NOTE 17 P    
J.P. MORGAN A89846009 - SEE NOTE 17 P    
J.P. MORGAN A89846009 - SEE NOTE 17 P    
J.P. MORGAN B60086000 - SEE NOTE 17 P    
J.P. MORGAN B60086000 - SEE NOTE 17 P    
J.P. MORGAN B60087008 - SEE NOTE 17 P    
J.P. MORGAN B60087008 - SEE NOTE 17 P    
J.P. MORGAN B60088006 - SEE NOTE 17 P    
J.P. MORGAN B60088006 - SEE NOTE 17 P    
J.P. MORGAN B64814001 - SEE NOTE 17 P    
J.P. MORGAN B64814001 - SEE NOTE 17 P    
J.P. MORGAN B64815008 - SEE NOTE 17 P    
J.P. MORGAN B64815008 - SEE NOTE 17 P    
J.P. MORGAN B64816006 - SEE NOTE 17 P    
J.P. MORGAN B64816006 - SEE NOTE 17 P    
J.P. MORGAN B64817004 - SEE NOTE 17 P    
J.P. MORGAN B64817004 - SEE NOTE 17 P    
J.P. MORGAN B64818002 - SEE NOTE 17 P    
J.P. MORGAN B64818002 - SEE NOTE 17 P    
J.P. MORGAN B64819000 - SEE NOTE 17 P    
J.P. MORGAN B64819000 - SEE NOTE 17 P    
J.P. MORGAN B64821006 - SEE NOTE 17 P    
J.P. MORGAN B64821006 - SEE NOTE 17 P    
J.P. MORGAN B64823002 - SEE NOTE 17 P    
J.P. MORGAN B64823002 - SEE NOTE 17 P    
J.P. MORGAN B64824000 - SEE NOTE 17 P    
J.P. MORGAN B64824000 - SEE NOTE 17 P    
J.P. MORGAN B64827003 - SEE NOTE 17 P    
J.P. MORGAN B64827003 - SEE NOTE 17 P    
J.P. MORGAN B64829009 - SEE NOTE 17 P    
J.P. MORGAN B64829009 - SEE NOTE 17 P    
J.P. MORGAN B64830007 - SEE NOTE 17 P    
J.P. MORGAN B64830007 - SEE NOTE 17 P    
J.P. MORGAN N96259002 - SEE NOTE 17 P    
J.P. MORGAN N96259002 - SEE NOTE 17 P    
J.P. MORGAN Q84817008 - SEE NOTE 17 P    
J.P. MORGAN Q84817008 - SEE NOTE 17 P    
J.P. MORGAN CAP GAIN DISTRIBUTIONS - SEE NOTE 17 P    
J.P. MORGAN PRIVATE EQUITY - SEE NOTE 17 P    
J.P. MORGAN E0942002 - SEE NOTE 17 P    
J.P. MORGAN E0942002 - SEE NOTE 17 P    
J.P. MORGAN E31684005 - SEE NOTE 17 P    
J.P. MORGAN E31684005 - SEE NOTE 17 P    
J.P. MORGAN E43867002 - SEE NOTE 17 P    
J.P. MORGAN E43867002 - SEE NOTE 17 P    
J.P. MORGAN E43868000 - SEE NOTE 17 P    
J.P. MORGAN E43868000 - SEE NOTE 17 P    
J.P. MORGAN E51362003 - SEE NOTE 17 P    
J.P. MORGAN E51362003 - SEE NOTE 17 P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       0
b 661,285   826,381 -165,096
c 1,888,851   1,050,872 837,979
d 508,107   600,000 -91,893
e 4,232,858   6,000,000 -1,767,142
      0
500,000   678,712 -178,712
1,437,774   1,502,716 -64,942
6,576,226   6,994,237 -418,011
      0
4,980,000   3,649,641 1,330,359
1,279,067   1,395,000 -115,933
970,933   843,159 127,774
      0
      0
1,990,342   2,247,706 -257,364
10,088,558   11,143,591 -1,055,033
      0
      0
      0
      0
1,202,096     1,202,096
890,155   986,180 -96,025
      0
      0
      0
      0
      0
496,770   412,801 83,969
      0
1,512,431   616,725 895,706
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
2,250,000   2,873,911 -623,911
      0
      0
807,718     807,718
3,844,175     3,844,175
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       -165,096
c       837,979
d       -91,893
e       -1,767,142
      0
      -178,712
      -64,942
      -418,011
      0
      1,330,359
      -115,933
      127,774
      0
      0
      -257,364
      -1,055,033
      0
      0
      0
      0
      1,202,096
      -96,025
      0
      0
      0
      0
      0
      83,969
      0
      895,706
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -623,911
      0
      0
      807,718
      3,844,175
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,295,714
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 91,297
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 91,297
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 91,297
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 271,363
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 271,363
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 180,066
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow180,066 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowHI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.CASTLEFOUNDATION.ORG
14
The books are in care ofright arrowCARLTON KC AU Telephone no.right arrow (808) 263-8900

Located atright arrow1197 AULOA ROADKAILUAHI ZIP+4right arrow96734
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES C MCINTOSH DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
JAMES H MCINTOSH DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
HENRY M D'OLIER DIRECTOR/CHAIRMAN
2.00 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
DR CLAIRE L ASAM DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
DR KITTREDGE A BALDWIN DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
CORBETT AK KALAMA DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
DEE JAY A MAILER DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
ERIC K YEAMAN DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
CARLTON KC AU VP/TREASURER/CFO
8.00 		105,867 15,229 0
1197 AULOA ROAD
KAILUA,HI96734
SUSAN L SUMIDA SECRETARY
5.00 		21,486 3,406 0
1197 AULOA ROAD
KAILUA,HI96734
TERRENCE R GEORGE PRESIDENT/CEO
40.00 		382,447 63,921 0
1197 AULOA ROAD
KAILUA,HI96734
ALEXANDER HARRIS VICE PRESIDENT OF PROGRAMS
40.00 		231,859 36,193 0
1197 AULOA ROAD
KAILUA,HI96734
DENNIS ERIC CO VICE PRESIDENT OF RESILIENCY
40.00 		202,766 49,865 0
1197 AULOA ROAD
KAILUA,HI96734
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANN MATSUKADO CONTROLLER & GRANTS
20.00 		87,070 31,318 0
1197 AULOA ROAD
KAILUA,HI96734
LINDA MEKARU ACCOUNTANT
20.00 		58,180 9,404 0
1197 AULOA ROAD
KAILUA,HI96734
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
JP MORGAN CHASE BANK NA INVESTMENT ADVISORY 308,430
2029 CENTURY PARK EAST 39TH FLOOR
LOS ANGELES,CA90067
LEARNING FOR ACTION CONSULTING 96,585
170 CAPP STREET SUITE C
SAN FRANCISCO,CA94110
DELIVERY ASSOCIATES CONSULTING 75,000
815 8TH STREET NE
WASHINGTON,DC20002
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
186,710,653
b
Average of monthly cash balances.......................
1b
4,209,135
c
Fair market value of all other assets (see instructions)................
1c
83,145
d
Total (add lines 1a, b, and c).........................
1d
191,002,933
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
191,002,933
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,865,044
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
188,137,889
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,406,894
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
9,406,894
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
91,297
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
91,297
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,315,597
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,315,597
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,315,597
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
9,740,325
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
6,259
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
9,746,584
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 9,315,597
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 9,636,136
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 9,746,584
a Applied to 2021, but not more than line 2a 9,636,136
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 110,448
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		9,205,149
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANN MATSUKADO
1197 AULOA ROAD
KAILUA,HI96734
(808) 263-8920
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENT 16 - ATTACHMENT
cAny submission deadlines:
SEE STATEMENT 16 - ATTACHMENT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENT 16 - ATTACHMENT
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

50CAN

1380 MONROE ST NW 413
WASHINGTON,DC20010 		    GENERAL OPERATING SUPPORT FOR HAWAIIKIDSCAN [5429; PC] 75,000

50CAN

1380 MONROE ST NW 413
WASHINGTON,DC20010 		    GENERAL OPERATING SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAI'I HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5581; PC] 100,000

ADULT FRIENDS FOR YOUTH

3375 KOAPAKA STREET
HONOLULU,HI96819 		    REDIRECTING STUDENTS BACK TO SCHOOL THROUGH INTENSIVE COUNSELING [5600; PC] 25,000

AKUALA SCHOOL

PO BOX 2098
HONOLULU,HI96748 		    TO MATCH AN EMPLOYEE CONTRIBUTION MADE BY ERIC CO [5573; PC] 250

ASU FOUNDATION

PO BOX 2260
TEMPE,AZ85280 		    DEVELOPING A FISHER-BASED MONITORING OF NEARSHORE FISHERIES IN HAWAI'I FOR THE HOLOMUA 30X30 INITIATIVE [5548; PC] 42,462

BLUE PLANET FOUNDATION

55 MERCHANT ST 17TH FLOOR
HONOLULU,HI96813 		    STORYTELLING TO UNLOCK CLIMATE ACTION [5357; PC] 25,000

BOBBY BENSON CENTER

56-660 KAMEHAMEHA HIGHWAY
KAHUKU,HI96731 		    SUPPORT TO GAP-FUND YOUTH OUTPATIENT SERVICES AND TO STRENGTHEN STAFFING AND DATA COLLECTION ACROSS A 12-MONTH PERIOD [5557; PC] 85,000

BOYS SCOUTS OF AMERICA TROOP 329

42 PUIWA ROAD
HONOLULU,HI96817 		    WYLF YOUTH GRANT: DIGGING A DITCH TO PLANT NATIVE PLANTS [5528; PC] 4,166

CASTLE MEDICAL CENTER

640 ULUKAHIKI STREET
KAILUA,HI96734 		    TO PREVENT HOMELESSNESS AND SECURE HOUSING STABILITY FOR KAILUA HOUSEHOLDS HIT HARDEST BY THE COVID-19 PANDEMIC BY CONNECTING HOUSEHOLDS WITH RENTAL AND UTILITY ASSISTANCE AND OTHER PROGRAMS [5524; PC] 125,000

CENTER FOR TOMORROW'S LEADERS

677 ALA MOANA BLVD SUITE 1100
HONOLULU,HI96813 		    RESILIENT HAWAI'I POWERED BY RESILIENT YOUNG LEADERS. SUPPORT TO EXPAND CTL'S HIGH SCHOOL AND POST-HIGH PROGRAMMING [5197; PC] 160,000

COLLABORATIVE SUPPORT SERVICES (CSS)

700 BISHOP STREET SUITE 1701
HONOLULU,HI96813 		    COMMIT TO KEIKI 2022 [5418; PC] 70,000

COLLABORATIVE SUPPORT SERVICES (CSS)

700 BISHOP STREET SUITE 1701
HONOLULU,HI96813 		    BUILDING A COMMUNITY-BASED EARLY CHILDHOOD CONTINUUM IN THE WAIMANALO COMMUNITY OF O'AHU [5605; PC] 50,000

COLLEGE SUMMIT INC DBA PEERFORWARD

1140 3RD ST NE
WASHINGTON,DC20002 		    PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] 73,500

COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

33 SOUTH KING STREET SUITE 513
HONOLULU,HI93813 		    TO PREVENT HOMELESSNESS AND SECURE HOUSING STABILITY FOR WINDWARD O'AHU FAMILIES HIT HARDEST BY THE COVID-19 PANDEMIC THROUGH RENTAL AND UTILITY RELIEF [5454; PC] 66,667

DEPARTMENT OF LAND AND NATURAL RESOURCES AQUATIC DIVISION

1151 PUNCHBOWL STREET ROOM 330
HONOLULU,HI968133088 		    PRIORITY STRATEGIC COMMUNICATION AND FACILITATION ACTIVITIES TO SOCIALIZE THE ROADMAP TO 30X30 AND MEANINGFULLY ENGAGE STAKEHOLDERS IN THE MARINE 30X30 INITIATIVE [4626; GOV] -427

HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS

1020 SOUTH BERETANIA STREET 2ND
FLOOR
HONOLULU,HI96814 		    GENERAL OPERATING SUPPORT FOR HANO TO STRENGTHEN AND UNITE THE NONPROFIT SECTOR TO IMPROVE THE QUALITY OF LIFE IN HAWAI'I [5471; PC] 150,000

HAWAII APPLESEED CENTER FOR LAW & ECONOMIC JUSTICE

733 BISHOP STREET
HONOLULU,HI96813 		    ADVANCING DATA-DRIVEN TAX AND BUDGET INFORMATION TO INCREASE EQUITY AND HELP HAWAI'I'S LOW-INCOME FAMILIES THRIVE [5463; PC] 50,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    PARTNERING TO ADVANCE HAWAI'I'S MARINE 30X30 INITIATIVE PHASE I: BUILDING A POOLED FIELD OF INTEREST FUND [5046; PC] 700,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    HAWAI'I WORKFORCE DEVELOPMENT FUNDER COLLABORATIVE [5190; PC] 25,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    PILINA FUND [5268; PC] 200,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    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,HI96813 		    PILINA FUND 2.0 [5618; PC] 400,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    HAWAI'I WORKFORCE FUNDERS COLLABORATIVE FIELD WORKFORCE FUND [5625; PC] 250,000

HAWAII DEPARTMENT OF EDUCATION KAILUA KALAHEO COMPLEX AREA

WINDWARD OAHU DISTRICT OFFICE
46-169 KAMEHAMEHA HIGHWAY
KANEOHE,HI96744 		    INSTRUCTIONAL LEADERSHIP TEAMS REBOOT [5607; GOV] 25,000

HAWAII EXECUTIVE COLLABORATE

1000 BISHOP STREET SUITE 302
HONOLULU,HI96813 		    HAWAI'I EXECUTIVE COLLABORATIVE (HEC) CLIMATE COALITION [5584; PC] 10,000

HAWAII LOCAL2030 HUB

735 BISHOP STREET SUITE 424
HONOLULU,HI96813 		    THE ALOHA+ CHALLENGE: ADVANCING AND MEASURING PROGRESS ON HAWAI'I'S STATEWIDE SUSTAINABILITY GOALS [5540; PC] 40,000

HAWAII STATE BOARD OF EDUCATION

1390 MILLER STREET
HONOLULU,HI96813 		    CONTRACTING THE NATIONAL ASSOCIATION OF STATE BOARDS OF EDUCATION TO SUPPORT PUBLIC EDUCATION GOVERNANCE, STRATEGIC DIRECTION, LEADERSHIP DEVELOPMENT, AND EXECUTIVE SEARCH IN HAWAI'I [5442; GOV] 15,000

HAWAII WORKFORCE PIPELINE

726 KALOLINA PLACE
KAILUA,HI96734 		    WINDWARD WORK-BASED LEARNING INITIATIVE [5152; PC] 76,103

HAWAIIAN ISLAND LAND TRUST (HILT)

126 QUEEN STREET SUITE 306
HONOLULU,HI96813 		    WINDWARD O'AHU WAHI PANA INITIATIVE (Y3) [5484; PC] 100,000

HI FUSIONED (ISIS HAWAII)

PO BOX 10653
HONOLULU,HI96816 		    INTRODUCING HAWAI'I'S MIDDLE AND HIGH SCHOOL STUDENTS TO CODING CAREER PATHWAYS [5518; PC] 25,000

HO'ALA 'AINA KUPONO

PO BOX 300304
KAAAWA,HI96730 		    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

HUI MAHIAI AINA

41-902 OLUOLU ST
WAIMANALO,HI96795 		    WINDWARD COMMUNITY NAVIGATOR PROGRAM - WAIMANALO [5474; PC] 63,000

HUI MALAMA O KE KAI FOUNDATION

41-477 HIHIMANU STREET
WAIMANALO,HI96795 		    FLOOD REMEDIATION TO REDUCE THE RISKS OF FLOODING DAMAGE AT THIS IMPORTANT WAIMANALO-BASED CENTER FOR EDUCATION AND YOUTH LEADERSHIP DEVELOPMENT.[5599; PC] 120,000

HUI O HAUULA

PO BOX 264
HAUULA,HI96717 		    KO'OLAULOA WINDWARD O'AHU COMMUNITY ACTION TEAM (CAT) EVICTION PREVENTION & HOUSING PROGRAM [5467; PC] 125,000

IMABRIGHTKID FOUNDATION

PO BOX 4852
KANEOHE,HI96744 		    BRIGHT AND EARLY (BXE) PROGRAM - A COOPERATIVE ENDEAVOR OF THE I'M A BRIGHT KID FOUNDATION (IABK) AND WINDWARD COMMUNITY COLLEGE [5545; PC] 25,000

INSIDE THE MIDDLE EAST INC

7009 WALLS AVENUE
BALTIMORE,MD21215 		    UNSOLICITED GRANT TO INSIDE THE MIDDLE EAST TO SUPPORT THE FEBRUARY 2022 EDUCATIONAL SPEAKING SERIES IN HONOLULU ON MIDDLE EAST TRENDS AND ISSUES AND THEIR RELEVANCE FOR HAWAI'I, CO-SPONSORED BY AIO FOUNDATION AND THE HARRY & JEANETTE WEINBERG FOUNDATION [5485; PC] 10,000

KAI LOA INC

46-500 KUNEKI ST
KANEOHE,HI96744 		    HALE 'AINA BUILD AND PORTABLES RETROFIT [4413; PC] 200,000

KAI LOA INC

46-500 KUNEKI ST
KANEOHE,HI96744 		    UNSOLICITED SUPPLEMENTAL GRANT TO COMPLETE THE HALE 'AINA BUILD AND PORTABLES RETROFIT [5578; PC] 20,000

KALAHEO HIGH SCHOOL PTSA

730 ILIAINA STREET
KAILUA,HI96734 		    WYLF YOUTH GRANT: KALAHEO CLASS OF 2022 COMMUNITY DAY [5511; GOV] 5,000

KAULUAKALANA

PO BOX 833
KAILUA,HI96734 		    SUPPORT FOR HO'OLANA, A PROJECT TO LAUNCH A NEW 'AINA-BASED EDUCATION NONPROFIT ORGANIZATION IN KAILUA [4728; PC] 40,000

KMR COMPLEX AREA

4967 KILAUEA AVENUE
HONOLULU,HI96816 		    KAIMUKI-MCKINLEY-ROOSEVELT (KMR) COMPLEX AREA FRAMEWORK FOR POWERFUL RESULTS REVITALIZATION (INSTRUCTIONAL LEADERSHIP TEAMS) [5553; GOV] 25,000

KUAAINA ULU AUAMO (KUA)

47-200 WAIHEE RD
KANEOHE,HI96744 		    TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAI'I [5598; PC] 403,000

KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY)

47-200 WAIHEE RD
KANEOHE,HI96744 		    WINDWARD EVICTION PREVENTION PROGRAM [5475; PC] 125,000

KUPU

677 ALA MOANA BLVD SUITE 1200
HONOLULU,HI96813 		    KUPU 'AINA CORPS [5503; PC] 120,000

MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION

41-054 EHUKAI STREET
WAIMANALO,HI96795 		    WYLF YOUTH GRANT: MALAMA PAHONU [5480; PC] 5,000

MALAMA LEARNING CENTER CORP

PO BOX 1662
HONOLULU,HI96806 		    MARINE MANAGEMENT MO'OLELO: EXPANDING PUBLIC SUPPORT OF HOLOMUA: MARINE 30X30 THROUGH STORY-TELLING ABOUT THE PEOPLE OF HAWAI'I DLNR-DAR AND DOCARE [5501; PC] 50,000

MANOA HERITAGE CENTER

2859 MANOA ROAD
HONOLULU,HI96822 		    SAM COOKE ENDOWED FUND [4463; PC] 125,000

NA MAKA ONAONA

P O BOX 947
KILAUEA,HI96754 		    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] 40,000

NEW TEACHER CENTER

1205 PACIFIC AVENUE SUITE 301
SANTA CRUZ,CA95060 		    SUPPORTING NEW TEACHERS IN HAWAI'I MORE EFFECTIVELY TEACH PUBLIC SCHOOL STUDENTS THAT ARE STILL LEARNING THE ENGLISH LANGUAGE [5632; PC] 25,000

PAEPAE O HEEIA

PO BOX 6355
KANEOHE,HI96744 		    STRENGTHENING THE KO'OLAU 'AINA ALOHA NETWORK THROUGH SHARED VISION AND EFFORTS [5517; PC] 100,000

PARTNERS IN CARE - OAHU'S CONTINUUM OF CARE

200 NORTH VINEYARD BLVD SUITE A210
HONOLULU,HI96817 		    WINDWARD LANDLORD ENGAGEMENT PROGRAM [5497; PC] 75,000

PBL WORKS

3 HAMILTON LANDING SUITE 220
NOVATO,CA94949 		    SCALING HIGH QUALITY PBL IN HAWAI'I - EXPANDING AND DEEPENING LEADERSHIP TRAINING IN COHORTS 4 AND 5 [5294; PC] 75,000

PILINA EDUCATION ALLIANCE

928 17TH AVE
HONOLULU,HI96816 		    OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM [5398; NC] 100,000

PILINA EDUCATION ALLIANCE

928 17TH AVE
HONOLULU,HI96816 		    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,HI96819 		    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] 65,000

RESOURCES LEGACY FUND

555 CAPITOL MALL SUITE 1095
SACRAMENTO,CA95814 		    STRENGTHENING HOLOMUA PHASE III FUNDING: MARINE 30X30 [5282; PC] 37,000

RESOURCES LEGACY FUND

555 CAPITOL MALL SUITE 1095
SACRAMENTO,CA95814 		    STRENGTHENING HOLOMUA: MARINE 30X30 [5521; PC] 100,000

STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION

3035 CENTER GREEN DRIVE SUITE 100
BOULDER,CO80301 		    SUPPORT FOR PARTICIPATION IN ATTAINMENT ACADEMY 2.0: ACHIEVING EQUITABLE ECONOMIC RECOVERY THROUGH POSTSECONDARY ATTAINMENT OF HAWAI'I'S 55BY25 GOAL [5432; PC] 40,000

TEACH FOR AMERICA (TFA)

500 ALA MOANA BLVD SUITE 3-580
HONOLULU,HI96813 		    SUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC] 100,000

THE CHAMBER OF COMMERCE OF HAWAII

1132 BISHOP STREET SUITE 2105
HONOLULU,HI968132813 		    PHASE 2.0 WORK-BASED LEARNING SYSTEM-BUILDING AND REGIONAL INTERMEDIARY PROJECT [5184; PC] 155,000

THE NATURE CONSERVANCY OF HAWAII

923 NUUANU AVENUE
HONOLULU,HI96817 		    E OLA KE KAI, E OLA KAKOU (AS THE OCEAN THRIVES, SO DO WE): 3-YEAR CORE SUPPORT TO TNC-HAWAI'I MARINE PROGRAM (2020-2022) FOCUSING ON COMMUNITY, STRATEGY AND TECHNICAL EXPERTISE [4861; PC] 400,000

THE SHELTER

47-323 AHUIMANU ROAD
KANEOHE,HI96744 		    UNSOLICITED GRANT TO THE SHELTER TO PROVIDE FAMILIES THE OPPORTUNITY TO TRANSITION INTO PERMANENT HOUSING [5478; PC] 5,000

THE TRUST FOR PUBLIC LAND

1164 BISHOP STREET SUITE 1512
HONOLULU,HI96813 		    TO COVER A PORTION OF THE PURCHASE COSTS FOR THE 45-ACRE "KANE'OHE LO'I" LANDS IN LULUKU VALLEY, KO'OLAUPOKO TO PROTECT THIS PARCEL FOR TRADITIONAL FARMING, 'AINA-BASED EDUCATIONAL PROGRAMS, CULTURAL RESTORATION, AND COMMUNITY STEWARDSHIP [5589; PC] 200,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    SUPPORT TO MODELING IMPACTS OF FUTURE SEA LEVEL RISE ON COASTAL COMMUNITIES AND ECOSYSTEMS ON O'AHU, MAUI, AND KAUA'I [4125; PC] -15,719

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    SUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KO'OLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] 269,861

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    BUILDING DURABILITY FOR THE HAWAI'I ASSOCIATION OF WATERSHED PARTNERSHIPS [5003; PC] 35,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    SUPPORT FOR HANA CAREER PATHWAYS IN HEALTHCARE, THAT WILL INCREASE CREDENTIAL AND DEGREE COMPLETION, JOB PLACEMENT AND SOCIOECONOMIC MOBILITY, PARTICULARLY FOR LEARNERS FROM LOW-INCOME BACKGROUNDS [5167; PC] 50,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    SOAR HIGHER - SUPPORT FOR WINDWARD O'AHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] 529,240

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    TO PROVIDE FINANCIAL SUPPORT THAT INCREASES MATRICULATION TO WINDWARD COMMUNITY COLLEGE BY DESERVING PUBLIC HIGH SCHOOL STUDENTS IN WINDWARD O'AHU [5196; PC] 150,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    HAWAI'I P-20 - HELPING YOUNG PEOPLE BUILD & STRENGTHEN THEIR SOCIAL NETWORKS [5461; PC] 202,333

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    HAWAI'I P-20 CORE SUPPORT 2022-2025 [5465; PC] 150,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    FISH PONO: PUBLIC EDUCATION CAMPAIGN FOR CONSERVING CORAL REEF HERBIVORES [5493; PC] 15,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI968280270 		    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] 125,000

UNIVERSITY OF VIRGINIA

405 EMMET STREET SOUTH
CHARLOTTESVILLE,VA22901 		    LEVERAGING DATA AND BEHAVIORAL SCIENCE STRATEGIES WITH INTERACTIVE TECHNOLOGIES TO IMPROVE COLLEGE ACCESS AND SUCCESS OUTCOMES IN HAWAI'I [4457; PC] -29,356

VISION TO LEARN

11611 SAN VICENTE BLVD SUITE 500
LOS ANGELES,CA90049 		    BETTER VISION FOR KEIKI - STATEWIDE EXPANSION [5245; PC] 50,000

WAIMANALO HEALTH CENTER

41-1347 KALANIANAOLE HWY
WAIMANALO,HI96795 		    WINDWARD O'AHU EVICTION PREVENTION [5538; PC] 54,459

WAIMANALO HEALTH CENTER

41-1347 KALANIANAOLE HWY
WAIMANALO,HI96795 		    SUPPORT FOR PRECONSTRUCTION ACTIVITIES LEADING TO OLA I KA WAI PHASE II, A MAJOR RENOVATION OF ITS AGING ORIGINAL SUITE OF BUILDINGS, RESULTING IN MORE EFFECTIVE HEALTH AND SOCIAL SERVICES FOR KOOLAUPOKO RESIDENTS [5593; PC] 105,000

WASTEWATER ALTERNATIVE AND INNOVATIONS

2927 HIBISCUS PLACE
HONOLULU,HI96815 		    WAI I KE KAI: BUILDING COMMUNITY CONNECTIONS TO REDUCE SEWAGE POLLUTION FROM MAUKA TO MAKAI [5227; PC] 50,000

WINDWARD SCHOOL DISTRICT

46-169 KAMEHAMEHA HWY
HONOLULU,HI96744 		    PROJECT BASED LEARNING (PBL) FOR WINDWARD DISTRICT AND ORGANIZATIONS [5426; GOV] 70,000

WINDWARD SCHOOL DISTRICT

46-169 KAMEHAMEHA HWY
HONOLULU,HI96744 		    AN UNSOLICITED GRANT TO THE HAWAI'I DEPARTMENT OF EDUCATION/WINDWARD DISTRICT TO INCREASE FEDERAL FINANCIAL AID FAFSA FILING BY SENIORS IN FIVE PUBLIC DOE HIGH SCHOOLS IN WINDWARD O'AHU [5672; GOV] 7,500
Total .................................right arrow 3a 7,964,039
bApproved for future payment

50CAN
1380 MONROE ST NW 413
WASHINGTON,DC20010 		    GENERAL OPERATING SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAI'I HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5581; PC] 50,000

ADULT FRIENDS FOR YOUTH
3375 KOAPAKA STREET
HONOLULU,HI96819 		    REDIRECTING STUDENTS BACK TO SCHOOL THROUGH INTENSIVE COUNSELING [5600; PC] 25,000

COLLABORATIVE SUPPORT SERVICES (CSS)
700 BISHOP STREET SUITE 1701
HONOLULU,HI96813 		    BUILDING A COMMUNITY-BASED EARLY CHILDHOOD CONTINUUM IN THE WAIMANALO COMMUNITY OF O'AHU [5605; PC] 50,000

COLLEGE SUMMIT INC DBA PEERFORWARD
1140 3RD ST NE
WASHINGTON,DC20002 		    PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] 150,000

CONSERVATION INTERNATIONAL FOUNDATION
7192 KALANIANAOLE HWY SUITE G230
HONOLULU,HI96825 		    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] 190,000

DEPARTMENT OF EDUCATION LEEWARD DISTRICT
601 KAMOKILA BOULEVARD ROOM 588
KAPOLEI,HI96707 		    HOLOMUA SEARIDERS TRANSITIONS PROGRAM (FOR WAI'ANAE HIGH SCHOOL STUDENTS WITH DISABILITIES) [5635; GOV] 21,600

DEPARTMENT OF LAND AND NATURAL RESOURCES
1151 PUNCHBOWL STREET ROOM 330
HONOLULU,HI968133088 		    TO PROVIDE FUNDS FOR THE STATE OF HAWAI'I TO PURCHASE REAL PROPERTY THAT IS ADJACENT TO THE ULUPO HEIAU STATE HISTORICAL PARK, REFERRED HEREINAFTER AS THE "HEIAU BUFFER PARCEL," FROM THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF HONOLULU [4900; GOV] 250,000

FRIENDS OF KAILUA HIGH SCHOOL
56-046 KAMEHAMEHA HIGHWAY
HAUULA,HI96717 		    WYLF YOUTH GRANT: KAILUA HIGH SCHOOL SENIOR COMMUNITY CONTRIBUTION [5645; PC] 850

HAU'ULA ELEMENTARY
56-046 KAMEHAMEHA HIGHWAY
HAUULA,HI96717 		    WYLF YOUTH GRANT: MALAMA E MAUNAWILA [5630; GOV] 5,000

HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALL
HONOLULU,HI96813 		    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,HI96813 		    PILINA FUND 2.0 [5618; PC] 800,000

HO'ALA 'AINA KUPONO
PO BOX 300304
KAAAWA,HI96730 		    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

HUI MALAMA O KE KAI FOUNDATION
41-477 HIHIMANU STREET
WAIMANALO,HI96795 		    E HO'AKOAKOA: A COMMUNITY & EDUCATIONAL SPACE [5166; PC] 50,000

KAHALUU ELEMENTARY SCHOOL
47-280 WAIHEE ROAD
KANEOHE,HI96744 		    UNSOLICITED GRANT TO KAHALUU ELEMENTARY SCHOOL UKULELE ENSEMBLE FOR FUNDS TO PERFORM IN ANAHEIM CALIFORNIA IN FEBRUARY 2023 [5679; GOV] 5,000

KE KULA NUI O WAIMANALO
PO BOX 723
WAIMANALO,HI96795 		    WYLF YOUTH GRANT: MALA HO'AKA'AKA [5269; PC] 5,000

KUAAINA ULU AUAMO (KUA)
47-200 WAIHEE RD
KANEOHE,HI96744 		    TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAI'I [5598; PC] 1,100,000

KULIA EDUCATION FOUNDATION
640 PUUHALE RD 1502
HONOLULU,HI968193304 		    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

MANOA HERITAGE CENTER
2859 MANOA ROAD
HONOLULU,HI96822 		    SAM COOKE ENDOWED FUND [4463; PC] 450,000

NA MAKA ONAONA
P O BOX 947
KILAUEA,HI96754 		    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,CA95060 		    SUPPORTING NEW TEACHERS IN HAWAI'I MORE EFFECTIVELY TEACH PUBLIC SCHOOL STUDENTS THAT ARE STILL LEARNING THE ENGLISH LANGUAGE [5632; PC] 25,000

PAEPAE O HEEIA
PO BOX 6355
KANEOHE,HI96744 		    STRENGTHENING THE KO'OLAU 'AINA ALOHA NETWORK THROUGH SHARED VISION AND EFFORTS [5517; PC] 75,000

PALAMA SETTLEMENT
810 N VINEYARD BLVD
HONOLULU,HI96817 		    CENTER FOR INNOVATION DIGITAL ARTS ACADEMY AT PALAMA SETTLEMENT [5434; PC] 15,000

PBL WORKS
3 HAMILTON LANDING SUITE 220
NOVATO,CA94949 		    SCALING HIGH QUALITY PBL IN HAWAI'I - EXPANDING AND DEEPENING LEADERSHIP TRAINING IN COHORTS 4 AND 5 [5294; PC] 57,000

PILINA EDUCATION ALLIANCE
928 17TH AVE
HONOLULU,HI96816 		    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,HI96819 		    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

RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095
SACRAMENTO,CA95814 		    STRENGTHENING HOLOMUA: MARINE 30X30 [5521; PC] 75,000

RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095
SACRAMENTO,CA95814 		    ADVANCING A HAWAI'I VISITOR GREEN FEE [5634; PC] 60,000

ST MARKS LUTHERAN CHURCH AND SCHOOL
45-725 KAMEHAMEHA HIGHWAY
KANEOHE,HI96744 		    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,HI96813 		    SUPPORT TO SUSTAIN TEACH FOR AMERICA-HAWAI'I'S WORK TO CLOSE THE ACHIEVEMENT GAP [4585; PC] 50,000

THE NATURE CONSERVANCY OF HAWAII
923 NUUANU AVENUE
HONOLULU,HI96817 		    ADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] 560,000

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    SUPPORT FOR AN EXPANDED AND ENHANCED PAIPAI KO'OLAU 13TH YEAR PROGRAM AT WINDWARD COMMUNITY COLLEGE [4695; PC] 273,579

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    SOAR HIGHER - SUPPORT FOR WINDWARD O'AHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] 1,323,100

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    TO PROVIDE FINANCIAL SUPPORT THAT INCREASES MATRICULATION TO WINDWARD COMMUNITY COLLEGE BY DESERVING PUBLIC HIGH SCHOOL STUDENTS IN WINDWARD O'AHU [5196; PC] 100,000

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    HAWAI'I P-20 - HELPING YOUNG PEOPLE BUILD & STRENGTHEN THEIR SOCIAL NETWORKS [5461; PC] 154,667

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    HAWAI'I P-20 CORE SUPPORT 2022-2025 [5465; PC] 300,000

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    UH SYSTEM STUDENT BASIC NEEDS OUTREACH & EDUCATION PROGRAM [5544; PC] 63,592

UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270
HONOLULU,HI968280270 		    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] 99,335

WAIMANALO CANOE CLUB
PO BOX 259
WAIMANALO,HI96795 		    WAIMANALO CANOE CLUB "KE ALAULA" [4816; PC] 20,000

WINDWARD SCHOOL DISTRICT
46-169 KAMEHAMEHA HWY
HONOLULU,HI96744 		    PROJECT BASED LEARNING (PBL) FOR WINDWARD DISTRICT AND ORGANIZATIONS [5426; GOV] 40,000
Total ................................. right arrow 3b 6,893,723
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,060,048  
4 Dividends and interest from securities ....     14 2,409,285  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 360,600  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,295,714  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,125,647 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,125,647
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
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Form 990-PF (2022)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 41,859 7,363   34,495

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TY 2022 DepreciationSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING IMPROVEMENTS (BEGINNING BALANCE) 2010-01-01 1,531,354 471,184 SL 39.000000000000 39,265 0    
MASON ARCHITECT - A&E SVCS TO 1/31/10 2010-01-01 5,905 1,816 SL 39.000000000000 151 0    
AA ELECTRIC - TEL CABLING 2010-01-01 63 20 SL 39.000000000000 2 0    
HEATH CONSTRUCTION - CM SVCS TO 2/28/10 2010-01-01 1,069 328 SL 39.000000000000 27 0    
MASON ARCHITECT - EXTRA A&E SVCS 2010-01-01 2,343 721 SL 39.000000000000 60 0    
RECLASS FOUNDATION OFFICE 2010-01-01 16,573 5,099 SL 39.000000000000 425 0    
MASON ARCHITECT - EXTRA A&E SVCS 2010-01-01 1,049 323 SL 39.000000000000 27 0    
CONSTRUCTORS HAWAII - PAY APP NO. 9 2010-01-01 105,924 32,592 SL 39.000000000000 2,716 0    
CONSTRUCTORS HAWAII - FINAL PAY APP 2010-01-01 5,000 1,538 SL 39.000000000000 128 0    
AMV HAWAII - COIL CONDENSER REPLACEMENT 2020-12-01 4,837 1,048 SL 5.000000000000 967 0    
AMV HAWAII - COIL CONDENSER REPLACEMENT 2020-12-01 2,070 449 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 4,807 SL 5.000000000000 847 0    
SURFACE PRO 6 (QTY1) AH 2019-09-01 2,079 971 SL 5.000000000000 208 0    
SURFACE BOOK 2 WITH DOCKING JG/AM 2019-10-01 3,202 1,441 SL 5.000000000000 641 0    
SURFACE BOOK 2 WITH DOCKING JG/AM 2019-10-01 3,202 1,441 SL 5.000000000000 641 0    
SURFACE PRO 7 (QTY1) TRG 2020-11-01 1,837 430 SL 5.000000000000 370 0    
MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY 2022-01-03 2,616   SL 5.000000000000 523 0    
MICROSOFT SURFACE PRO 8 W/WARRANTY (AH) 2022-07-01 1,821   SL 5.000000000000 182 0    
MICROSOFT SURFACE PRO 8 W/WARRANTY (MG) 2022-07-01 1,821   SL 5.000000000000 182 0    
SURFACE PRO (QTY 1) 2015-08-01 1,693 1,693 SL 5.000000000000 0 0    

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TY 2022 ExpenditureResponsibilityStmt
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
PILINA EDUCATION ALLIANCE
  		928 17TH AVENUE
HONOLULU,HI96816 		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   TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, ALEX HARRIS (VICE PRESIDENT OF PROGRAMS) MET WITH MARY WENSTROM AND JIMMY HARRIS ON MULTIPLE OCCASSIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON SEVEN 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,HI968193304 		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. 0 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND NO GRANTEE REPORTS HAVE BEEN RECEIVED TO DATE (NO FUNDS EXPENDED).   TO MONITOR THE PROGRESS OF THE PROJECT, MARIA GLIDDEN (PROGRAM ASSOCIATE) CORRESPONDED WITH ANDY GOKCE TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON SIX OCCASIONS AS FOLLOW: 10/3/22, 10/13/22, 12/13/22, 2/15/23, 6/7/23, 8/14/23.

TY 2022 GeneralExplanationAttachment
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Identifier Return Reference Explanation
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, CONTROLLER/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.

TY 2022 InvestmentsCorpStockSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK AND MUTUAL FUNDS 105,407,235 108,386,725

TY 2022 InvestmentsOtherSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIMITED PARTNERSHIPS FMV 83,145 83,145
HEDGE FUNDS FMV 22,703,298 25,757,075
PRIVATE EQUITY FMV 39,940,000 42,379,249

TY 2022 LandEtcSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING IMPROVEMENTS (BEGINNING BALANCE) 1,531,354 510,449 1,020,905  
MASON ARCHITECT - A&E SVCS TO 1/31/10 5,905 1,967 3,938  
AA ELECTRIC - TEL CABLING 63 22 41  
HEATH CONSTRUCTION - CM SVCS TO 2/28/10 1,069 355 714  
MASON ARCHITECT - EXTRA A&E SVCS 2,343 781 1,562  
RECLASS FOUNDATION OFFICE 16,573 5,524 11,049  
MASON ARCHITECT - EXTRA A&E SVCS 1,049 350 699  
CONSTRUCTORS HAWAII - PAY APP NO. 9 105,924 35,308 70,616  
CONSTRUCTORS HAWAII - FINAL PAY APP 5,000 1,666 3,334  
AMV HAWAII - COIL CONDENSER REPLACEMENT 4,837 2,015 2,822  
AMV HAWAII - COIL CONDENSER REPLACEMENT 2,070 863 1,207  
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  
SURFACE PRO (QTY1)/MONITORS 1,038 1,038 0  
SAMSUNG 82" SMART 4K ULTRA HD TV 5,654 5,654 0  
SURFACE BOOK 2 WITH DOCKING JG/AM 3,202 2,082 1,120  
SURFACE BOOK 2 WITH DOCKING JG/AM 3,202 2,082 1,120  
SURFACE PRO 7 (QTY1) TRG 1,837 800 1,037  
MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY 2,616 523 2,093  
MICROSOFT SURFACE PRO 8 W/WARRANTY (AH) 1,821 182 1,639  
MICROSOFT SURFACE PRO 8 W/WARRANTY (MG) 1,821 182 1,639  


TY 2022 LegalFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,457 256   1,200


TY 2022 OtherAssetsSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLES   6,504 6,504
FEDERAL EXCISE TAX RECEIVABLE   71,498 71,498


TY 2022 OtherDecreasesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS 31,463,332


TY 2022 OtherExpensesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE - FIRE 12,818 0   5,407
INSURANCE - LIABILITY 72,193 12,700   25,275
MEALS & ENTERTAINMENT 24,871 4,375   20,803
SUPPLIES 18,324 0   18,324
AUTO & TRUCK 1,508 0   1,508
DUES & SUBSCRIPTIONS 57,343 0   57,343
REPAIRS & MAINTENANCE 63,231 0   64,762
SERVICE FEES 4,329 761   3,567
OFFICE 133 0   133
LOSS ON ABANDONMENT - FIXED ASSETS 899 0   0


TY 2022 OtherIncomeSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INVESTMENT INCOME 13,131 13,131 13,131
NET FROM K-1 CORE SENIOR LENDING OFFSHORE FUND (PB), LP   156,285  
NET FROM K-1 CRESTVIEW IV PRIVATE INVESTORS LLC   100,085  
NET FROM K-1 SCULPTOR REAL ESTATE IV PRIVATE INVESTORS OFFSHORE, LP   -2,855  
NET FROM K-1 JLL PARTNERS FUND VIII, LP   -50,251  
NET FROM K-1 JLL PARTNERS FUND VIII (CAYMAN) LP   -146  
NET CURRENT AND DEFERRED FEDERAL EXCISE TAX 347,469 0 347,469


TY 2022 OtherIncreasesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Amount
CHANGE IN FMV ADJUSTMENT 31,188,364


TY 2022 OtherLiabilitiesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 87,316 65,963
FEDERAL EXCISE TAX PAYABLE 566,342 0


TY 2022 OtherProfessionalFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 316,661 0   311,092
MANAGEMENT FEES - INVESTMENTS 1,047,799 1,047,799   0


TY 2022 TaxesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 0 0   0
HAWAII GENERAL EXCISE TAX 12 12   0
FOREIGN TAXES 72,906 72,906   0
PAYROLL TAXES 64,649 12,532   52,117