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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$191,041,286J 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 698,542 698,542  
4 Dividends and interest from securities... 3,257,588 3,257,588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,334,335
b Gross sales price for all assets on line 6a 43,496,193
7 Capital gain net income (from Part IV, line 2)... 7,203,192
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
37,152 217,598  
12 Total. Add lines 1 through 11........ 11,327,617 11,376,920  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,105,398 212,833   892,565
14 Other employee salaries and wages...... 135,844 0   135,844
15 Pension plans, employee benefits....... 239,379 43,238   196,141
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,407 1,613   4,227
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,665 7,487   36,178
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,198,190 783,337   454,151
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
412,019 78,361   66,496
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
47,083 0  
20 Occupancy.............. 15,656 0   15,656
21 Travel, conferences, and meetings....... 82,312 14,114   68,198
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
258,312 130,733   298,428
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,547,265 1,271,716   2,167,884
25 Contributions, gifts, grants paid....... 7,332,479 7,332,479
26 Total expenses and disbursements. Add lines 24 and 25 10,879,744 1,271,716   9,500,363
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 447,873
b Net investment income (if negative, enter -0-) 10,105,204
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,489,857 534,893 534,893
2 Savings and temporary cash investments......... 2,085,783 8,845,147 8,845,147
3 Accounts receivable right arrow86,917
Less: allowance for doubtful accounts right arrow   102,554 86,917 86,917
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.......... 28,855 88,390 88,390
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 105,407,235 Click to see attachment
List of Attached Documents:
// Content
112,762,977 		128,505,013
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).......... 62,726,443 Click to see attachment
List of Attached Documents:
// Content
50,091,154 		51,898,956
14 Land, buildings, and equipment: basis right arrow1,770,788
Less: accumulated depreciation (attach schedule) right arrow688,818 1,125,535 Click to see attachment
List of Attached Documents:
// Content
1,081,970 		1,081,970
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
78,002 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 173,044,264 173,491,448 191,041,286
Liabilities 17 Accounts payable and accrued expenses.......... 43,095 8,174
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
65,963 		Click to see attachment
List of Attached Documents:
// Content
172,977
23 Total liabilities (add lines 17 through 22)......... 109,058 181,151
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........ 172,935,206 173,310,297
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)..... 172,935,206 173,310,297
30 Total liabilities and net assets/fund balances (see instructions). 173,044,264 173,491,448
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
172,935,206
2
Enter amount from Part I, line 27a .....................
2
447,873
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,004,539
4
Add lines 1, 2, and 3 ..........................
4
182,387,618
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,077,321
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
173,310,297
Form 990-PF (2023)
Form 990-PF (2023)
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 J.P. MORGAN A17113001 - SEE NOTE 17 P    
b J.P. MORGAN A17113001 - SEE NOTE 17 P    
c J.P. MORGAN A17115006 - SEE NOTE 17 P    
d J.P. MORGAN A17115006 - SEE NOTE 17 P    
e 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 E09420002 - SEE NOTE 17 P    
J.P. MORGAN E09420002 - 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 E43868000 - SEE NOTE 17 P    
J.P. MORGAN RETURN OF CAPITAL P    
J.P. MORGAN CAPITAL GAIN DISTRIBUTIONS P    
FROM K-1 JLL PARTNERS FUND VIII, LP P    
FROM K-1 JLL PARTNERS FUND VIII, LP P    
J.P. MORGAN B64831005 - SEE NOTE 17 P    
J.P. MORGAN B64831005 - SEE NOTE 17 P    
J.P. MORGAN E51362003 - SEE NOTE 17 P    
J.P. MORGAN E51362003 - SEE NOTE 17 P    
J.P. MORGAN B95019000 - SEE NOTE 17 P    
J.P. MORGAN B95019000 - SEE NOTE 17 P    
J.P. MORGAN E31684005 - SEE NOTE 17 P    
J.P. MORGAN E31684005 - 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 334,358   398,410 -64,052
b 1,008,207   755,609 252,598
c 250,000   236,951 13,049
d       0
e       0
250,000   408,839 -158,839
      0
1,461,453   1,598,385 -136,932
250,000   250,442 -442
1,800,000   1,361,438 438,562
1,580,644   1,500,000 80,644
719,356   411,247 308,109
      0
      0
      0
1,491,564   1,837,977 -346,413
      0
5,252,316   5,645,175 -392,859
      0
      0
      0
3,811,229     3,811,229
9,021,440   8,600,000 421,440
3,588,548   3,411,623 176,925
      0
      0
      0
7,441,445   7,994,697 -553,252
      0
      0
      0
      0
      0
60,806     60,806
      0
84,006     84,006
      0
64,841     64,841
      0
225,699     225,699
      0
197,287     197,287
      0
      0
      0
      0
      0
499,709     499,709
      0
      0
      0
78,445     78,445
      0
146,270     146,270
      0
122,196     122,196
      0
      0
      0
6,267     6,267
      0
      0
      0
1,500,000   1,751,065 -251,065
      0
      0
1,571     1,571
1,947,947     1,947,947
262,005     262,005
    48,401 -48,401
    82,742 -82,742
      0
21,916     21,916
      0
1,311     1,311
      0
14,971     14,971
      0
386     386
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       -64,052
b       252,598
c       13,049
d       0
e       0
      -158,839
      0
      -136,932
      -442
      438,562
      80,644
      308,109
      0
      0
      0
      -346,413
      0
      -392,859
      0
      0
      0
      3,811,229
      421,440
      176,925
      0
      0
      0
      -553,252
      0
      0
      0
      0
      0
      60,806
      0
      84,006
      0
      64,841
      0
      225,699
      0
      197,287
      0
      0
      0
      0
      0
      499,709
      0
      0
      0
      78,445
      0
      146,270
      0
      122,196
      0
      0
      0
      6,267
      0
      0
      0
      -251,065
      0
      0
      1,571
      1,947,947
      262,005
      -48,401
      -82,742
      0
      21,916
      0
      1,311
      0
      14,971
      0
      386
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 7,203,192
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  
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) 1 140,462
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........................... 3 140,462
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- ..... 5 140,462
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 270,066
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.............. 7 270,066
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 10 129,604
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow129,604 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 arrowTERRENCE R GEORGE Telephone no.right arrow (808) 263-7073

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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 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 VICE PRESIDENT OF FINANCE
8.00 		114,245 16,728 0
1197 AULOA ROAD
KAILUA,HI96734
SUSAN L SUMIDA SECRETARY
5.00 		57,487 9,077 0
1197 AULOA ROAD
KAILUA,HI96734
TERRENCE R GEORGE PRESIDENT/CEO
40.00 		391,141 68,613 0
1197 AULOA ROAD
KAILUA,HI96734
ALEXANDER HARRIS VICE PRESIDENT OF PROGRAMS
40.00 		230,826 37,821 0
1197 AULOA ROAD
KAILUA,HI96734
DENNIS ERIC CO VICE PRESIDENT OF RESILIENCY
40.00 		213,857 52,534 0
1197 AULOA ROAD
KAILUA,HI96734
ANN S MATSUKADO TREASURER
20.00 		97,842 33,940 0
1197 AULOA ROAD
KAILUA,HI96734
JENNIFER G SABAS DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
T AULANI WILHELM DIRECTOR
0.50 		0 0 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
MARIA QUIDEZ PROGRAM ASSOCIATE
40.00 		91,657 7,838 0
1197 AULOA ROAD
KAILUA,HI96734
LINDA MEKARU ACCOUNTANT
20.00 		44,187 12,340 0
1197 AULOA ROAD
KAILUA,HI96734
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 222,294
2029 CENTURY PARK EAST 39TH FLOOR
LOS ANGELES,CA90067
LEARNING FOR ACTION CONSULTING 136,425
170 CAPP STREET SUITE C
SAN FRANCISCO,CA94110
TRAILHEAD STRATEGIES INC CONSULTING 60,000
1996 FALMOUTH DRIVE
EL CAJON,CA96020
KY N VU CONSULTING 51,202
45-550 KIANI STREET
KANEOHE,HI96744
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 (2023)
Form 990-PF (2023)
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
176,590,282
b
Average of monthly cash balances.......................
1b
7,371,888
c
Fair market value of all other assets (see instructions)................
1c
10,362
d
Total (add lines 1a, b, and c).........................
1d
183,972,532
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
183,972,532
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,759,588
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
181,212,944
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,060,647
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
9,060,647
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
140,462
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
140,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,920,185
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,920,185
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
8,920,185
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
9,500,363
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
3,518
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
9,503,881
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 8,920,185
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 9,205,149
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,503,881
a Applied to 2022, but not more than line 2a 9,205,149
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 2023 distributable amount..... 298,732
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		8,621,453
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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, 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,DC20010 		    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,HI96819 		    REDIRECTING STUDENTS BACK TO SCHOOL THROUGH INTENSIVE COUNSELING [5600; PC] 25,000

AFTER-SCHOOL ALL-STARS HAWAII

1523 KALAKAUA AVENUE SUITE 204
HONOLULU,HI96826 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5931; PC] 500

ARMED SERVICES YMCA OF THE USA - HONOLULU

100 MCCORD STREET BLDG 1859
PEARL HARBOR,HI96853 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5942; PC] 150

ASSOCIATED BUILDERS & CONTRACTORS INC

1375 DILLINGHAM BLVD
HONOLULU,HI96817 		    "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,HI96817 		    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,HI96813 		    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,HI96743 		    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,CA95833 		    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,HI96734 		    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,DC20005 		    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,HI96813 		    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,DC20002 		    PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] 80,000

CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER

2150 SHATTUCK AVENUE STE 750
BERKELEY,CA94704 		    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,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] 95,000

COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

33 SOUTH KING STREET SUITE 513
HONOLULU,HI96813 		    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,HI96707 		    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,HI96744 		    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,HI96813 		    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,HI96813 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5939; PC] 150

FRIENDS AND FAMILIES OF CASTLE (CLASS OF 2023 PROJECT GRAD)

45-386 KANEOHE BAY DR
KANEOHE,HI96744 		    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,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 AFTERSCHOOL ALLIANCE

1776 UNIVERSITY AVENUE
HONOLULU,HI96822 		    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
FLOOR
HONOLULU,HI96814 		    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

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    PILINA FUND 2.0 [5618; PC] 300,000

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 		    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,HI96744 		    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,HI96819 		    INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM & RECRUITMENT EXPANSION [6065; NC] 60,000

HAWAII EXECUTIVE COLLABORATE

1000 BISHOP STREET SUITE 302
HONOLULU,HI96813 		    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,HI96813 		    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,HI96812 		    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,HI96816 		    TO SUPPORT THE HAWAI'I SYMPHONY ORCHESTRA EXECUTIVE DIRECTOR SEARCH [5947; PC] 20,000

HEALTHY CLIMATE COMMUNITIES

1006 MOKULUA DRIVE
KAILUA,HI96734 		    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,HI96816 		    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
BUILDING TOWER SUITE 690
HONOLULU,HI96817 		    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

HO'ALA 'AINA KUPONO

P O 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

HONOLULU SERTOMA CLUB

2735-A HENRY STREET
HONOLULU,HI96817 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5961; PC] 500

HOOKUAAINA

PO BOX 342146
KAILUA,HI96734 		    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,HI96823 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5943; PC] 150

HUI O WAA KAULUA

PO BOX 330258
KAHULUI,HI96733 		    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,HI96797 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5710; PC] 2,500

IOLANI SCHOOL KA'I PROGRAM

563 KAMOKU STREET
HONOLULU,HI96826 		    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,HI96744 		    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,HI96744 		    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,HI96734 		    WYLF YOUTH GRANT: KALAHEO HIGH SCHOOL SENIOR WORK DAY [5826; GOV] 5,000

KALAHEO HIGH SCHOOL

730 ILIAINA STREET
KAILUA,HI96734 		    TO STRENGTHEN THE QUALITY OF THEIR NATURAL RESOURCE PATHWAY [6093; GOV] 15,000

KANU HAWAII

1050 QUEEN STREET SUITE 100
HONOLULU,HI96814 		    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,HI96766 		    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,HI96748 		    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,HI96755 		    OWN YOUR OWN FUTURE INITIATIVE: IT TAKES A VILLAGE PROJECT [5813; GOV] 15,000

KOOLAU FOUNDATION

PO BOX 4749
KANEOHE,HI96744 		    CATALYST FUNDING TO DEVELOP THE HAIKU VALLEY CULTURAL PRESERVE [5907; PC] 75,000

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 HAWAII. [5598; PC] 100,000

KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY)

47-200 WAIHEE RD
KANEOHE,HI96744 		    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,HI96819 		    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,HI96817 		    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,HI96701 		    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,HI96792 		    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,HI967950331 		    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,HI96824 		    TO MATCH AN EMPLOYEE CONTRIBUTION [6117; PC] 150

MAUI UNITED WAY

95 MAHALANI STREET SUITE 24
WAILUKU,HI96793 		    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,HI96813 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5965; PC] 150

NA MAKA ONAONA

PO 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

NURTURE CULTIVATE INC

200 N VINEYARD BLVD STE A325-282
HONOLULU,HI96817 		    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,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

PARTS PER TRILLION FOUNDATION

67-331 KIAPOKO PLACE
WAIALUA,HI96791 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5955; PC] 150

PBL WORKS

3 HAMILTON LANDING SUITE 220
NOVATO,CA94949 		    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,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 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5711; PC] 521

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

PROJECT VISION HAWAII

PO BOX 23212
HONOLULU,HI96823 		    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,HI96819 		    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,HI96734 		    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,CA95814 		    ADVANCING A HAWAI'I VISITOR GREEN FEE [5634; PC] 60,000

RESOURCES LEGACY FUND

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

SAVE THE WAVES COALITION

849 ALMAR AVENUE SUITE C 163
SANTA CRUZ,CA95060 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5712; PC] 519

SOCIAL FINANCE INC

2 ATLANTIC AVE 5TH FLOOR
BOSTON,MA02110 		    PROPOSAL TO SERVE AS HAWAI'I RENEWABLE LEARNING FUND MANAGER [6086; PC] 150,000

SPECIAL OLYMPICS HAWAII INC

91-610 MAUNAKAPU STREET
EWA BEACH,HI96706 		    TO MATCH AN EMPLOYEE CONTRIBUTION [5940; PC] 150

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 		    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,HI96813 		    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,HI96813 		    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,HI96817 		    ADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] 280,000

THE TRUST FOR PUBLIC LAND

1164 BISHOP STREET SUITE 1512
HONOLULU,HI96813 		    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,HI968280270 		    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,HI968280270 		    HONOLULU COMMUNITY COLLEGE (HONCC) SUMMER CTE ACADEMY (2024, 2025) [6021; PC] 60,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    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,HI968280270 		    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,HI968280270 		    HAWAII P-20 - HELPING YOUNG PEOPLE BUILD & STRENGTHEN THEIR SOCIAL NETWORKS [5461; PC] 154,667

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    UH SYSTEM STUDENT BASIC NEEDS OUTREACH & EDUCATION PROGRAM [5544; PC] 63,592

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    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,HI968280270 		    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,HI968280270 		    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,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

P O BOX 11270
HONOLULU,HI968280270 		    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,HI968280270 		    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,HI968280270 		    HAWAII P-20 CORE SUPPORT 2022-2025 [5465; PC] 150,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    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,HI968280270 		    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,HI968280270 		    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,HI968280270 		    FISH PONO: PUBLIC EDUCATION CAMPAIGN FOR CONSERVING CORAL REEF HERBIVORES [5493; PC] 6,500

UNIVERSITY OF HAWAII FOUNDATION

P O 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] 50,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    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,VA22901 		    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,HI96795 		    WAIMANALO CANOE CLUB "KE ALAULA" [4816; PC] 20,000

WASTEWATER ALTERNATIVES AND INNOVATIONS

2927 HIBISCUS PLACE
HONOLULU,HI96815 		    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,HI96744 		    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,HI96744 		    PROJECT BASED LEARNING (PBL) FOR WINDWARD DISTRICT AND ORGANIZATIONS [5426; GOV] 40,000
Total .................................right arrow 3a 7,332,479
bApproved for future payment

50CAN
1380 MONROE ST NW 413
WASHINGTON,DC20010 		    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,HI96717 		    WYLF YOUTH GRANT: BOTTLES4COLLEGE [5956; PC] 5,000

BOYS & GIRLS CLUB OF HAWAII
1000 BISHOP STREET SUITE 505
HONOLULU,HI96813 		    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,HI96813 		    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,HI96743 		    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,HI96813 		    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,HI96813 		    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,DC20002 		    PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] 70,000

CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER
2150 SHATTUCK AVENUE STE 750
BERKELEY,CA94704 		    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,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] 95,000

DEPARTMENT OF EDUCATION WINDWARD DISTRICT
46-169 KAMEHAMEHA HIGHWAY
KANEOHE,HI96744 		    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,HI96822 		    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,HI96813 		    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,HI96813 		    PILINA FUND 2.0 [5618; PC] 500,000

HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALL
HONOLULU,HI96813 		    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,HI96819 		    INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM & RECRUITMENT EXPANSION [6065; NC] 40,000

HAWAII EXECUTIVE COLLABORATE
1000 BISHOP STREET SUITE 302
HONOLULU,HI96813 		    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,HI96734 		    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,HI96816 		    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,HI96795 		    E HOAKOAKOA: A COMMUNITY & EDUCATIONAL SPACE [5166; PC] 50,000

IOLANI SCHOOL KA'I PROGRAM
563 KAMOKU STREET
HONOLULU,HI96826 		    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,HI96744 		    WYLF YOUTH GRANT: CASTLE KIDS STORY TIME [6087; GOV] 5,000

JAMES B CASTLE HIGH SCHOOL
45-386 KANEOHE BAY DRIVE
KANEOHE,HI96744 		    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,HI96734 		    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,HI96734 		    TO STRENGTHEN THE QUALITY OF THEIR NATURAL RESOURCE PATHWAY [6093; GOV] 5,000

KANU HAWAII
1050 QUEEN STREET SUITE 100
HONOLULU,HI96814 		    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,HI96766 		    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,HI96795 		    WYLF YOUTH GRANT: MALA HO'AKA'AKA [5269; PC] 5,000

KHM INTERNATIONAL
PO BOX 482188
KAUNAKAKAI,HI96748 		    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,HI96755 		    OWN YOUR OWN FUTURE INITIATIVE: IT TAKES A VILLAGE PROJECT [5813; GOV] 10,000

KOOLAU FOUNDATION
PO BOX 4749
KANEOHE,HI96744 		    CATALYST FUNDING TO DEVELOP THE HAIKU VALLEY CULTURAL PRESERVE [5907; PC] 75,000

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 HAWAII. [5598; PC] 1,000,000

LEADERSHIP INSTITUUE HAWAII DEPARTMENT OF EDUCATION
99-370 MOANALUA ROAD I-29
AIEA,HI96701 		    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,HI96744 		    WYLF YOUTH GRANT: MALAMA 'AINA - SUPPORTING OUR KUPUNA [6108; PC] 1,800

MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION
41-054 EHUKAI STREET
WAIMANALO,HI967950331 		    WYLF YOUTH GRANT: KO KAKOU KULEANA [6011; PC] 5,000

MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION
41-054 EHUKAI STREET
WAIMANALO,HI967950331 		    WYLF YOUTH GRANT: MALAMA HONUA PCS PAPA HULA - MALAMA 'AINA [6124; PC] 5,000

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

NURTURE CULTIVATE INC
200 N VINEYARD BLVD STE A325-282
HONOLULU,HI96817 		    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,HI96734 		    KALAHEO CLASS OF 2024 PROJECT GRAD [6164; PC] 5,000

PROJECT VISION HAWAII
PO BOX 23212
HONOLULU,HI96823 		    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,HI96734 		    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,MA02110 		    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,HI96813 		    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,HI96817 		    ADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] 280,000

UNIVERSITY OF HAWAII FOUNDATION
P O BOX 11270
HONOLULU,HI968280270 		    HONOLULU COMMUNITY COLLEGE (HONCC) SUMMER CTE ACADEMY (2024, 2025) [6021; PC] 40,000

UNIVERSITY OF HAWAII FOUNDATION
P O BOX 11270
HONOLULU,HI968280270 		    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,HI968280270 		    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,HI968280270 		    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,HI968280270 		    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,HI968280270 		    HAWAII P-20 CORE SUPPORT 2022-2025 [5465; PC] 150,000

UNIVERSITY OF HAWAII FOUNDATION
P O BOX 11270
HONOLULU,HI968280270 		    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,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] 49,335

UNIVERSITY OF VIRGINIA
405 EMMET STREET SOUTH
CHARLOTTESVILLE,VA22901 		    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,HI96815 		    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
Total ................................. right arrow 3b 7,246,803
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 698,542  
4 Dividends and interest from securities ....     14 3,257,588  
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 37,152  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,334,335  
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 11,327,617 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,327,617
(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 (2023)
Form 990-PF (2023)
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
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 43,665 7,487   36,178

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TY 2023 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 1,531,354 510,449 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    

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TY 2023 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. 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,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. 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,HI96816 		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,HI96819 		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,HI96734 		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.

TY 2023 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, 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.

TY 2023 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 112,762,977 128,505,013

TY 2023 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 10,362 10,362
HEDGE FUNDS FMV 3,556,675 3,873,692
PRIVATE EQUITY FMV 46,524,117 48,014,902

TY 2023 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) 1,531,354 549,714 981,640  
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  


TY 2023 LegalFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 9,407 1,613   4,227


TY 2023 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
FEDERAL EXCISE TAX RECEIVABLE 71,498    
OTHER RECEIVABLES 6,504 0 0


TY 2023 OtherDecreasesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Amount
CHANGE IN FMV ADJUSTMENT 9,077,321


TY 2023 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 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


TY 2023 OtherIncomeSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
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  


TY 2023 OtherIncreasesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS 9,004,539


TY 2023 OtherLiabilitiesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 65,963 67,562
FEDERAL EXCISE TAX PAYABLE 0 105,415


TY 2023 OtherProfessionalFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 414,853 0   454,151
MANAGEMENT FEES - INVESTMENTS 783,337 783,337   0


TY 2023 TaxesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
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