Nonprofit · EIN 99-6005445
HAROLD K L CASTLE FOUNDATION
Tax-exempt · KAILUA, HI 96734
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,283,293 | $10,627,064 | -$2,343,771 | $171,295,453 | $328,909 | $170,966,544 |
| December 31, 2023 | 990-PF | $11,327,617 | $10,879,744 | $447,873 | $173,491,448 | $181,151 | $173,310,297 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,799,632
- Interest
- $683,914
- Net gain from sales of assets
- $3,791,221
- Other income
- $8,526
Expenses
- Grants and similar amounts paid
- $6,685,968
- Compensation of officers, directors and key employees
- $1,131,290
- Salaries, compensation and benefits (total)
- $161,139
- Disbursements for charitable purposes
- $8,743,490
- Excise tax on investment income
- $97,947
Balance sheet and other
- Total assets, start of year
- $173,491,448
- Total assets, end of year
- $171,295,453
- Total liabilities, end of year
- $328,909
- Net assets, end of year
- $170,966,544
- Fair market value of assets
- $199,458,982
- Qualifying distributions
- $8,758,237
- Net investment income
- $8,747,589
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRENCE R GEORGE 1197 AULOA ROAD, KAILUA, HI 96734 | PRESIDENT/CEO | 40 | $414,566 | $70,817 |
| DENNIS ERIC CO 1197 AULOA ROAD, KAILUA, HI 96734 | VICE PRESIDENT OF RESILIENCY | 40 | $222,888 | $54,828 |
| ALEXANDER HARRIS 1197 AULOA ROAD, KAILUA, HI 96734 | VICE PRESIDENT OF PROGRAMS | 40 | $221,541 | $35,889 |
| ANN S MATSUKADO 1197 AULOA ROAD, KAILUA, HI 96734 | TREASURER | 40 | $189,023 | $49,600 |
| MARIA QUIDEZ 1197 AULOA ROAD, KAILUA, HI 96734 | PROGRAM OFFICER Highest-paid employee | 40 | $96,409 | $14,461 |
| SABRINA MAGDATO 1197 AULOA ROAD, KAILUA, HI 96734 | ACCOUNTING & OPERATI Highest-paid employee | 40 | $64,731 | $6,005 |
| CARLTON KC AU 1197 AULOA ROAD, KAILUA, HI 96734 | VICE PRESIDENT OF FINANCE | 8 | $55,473 | $8,568 |
| SUSAN L SUMIDA 1197 AULOA ROAD, KAILUA, HI 96734 | SECRETARY | 5 | $27,799 | $4,524 |
| HENRY M D'OLIER 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR/CHAIRMAN | 2 | $0 | $0 |
| DR CLAIRE L ASAM 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| DR KITTREDGE A BALDWIN 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| CORBETT AK KALAMA 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| DEE JAY A MAILER 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| JAMES H MCINTOSH 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| JENNIFER G SABAS 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| T AULANI WILHELM 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 |
| ERIC K YEAMAN 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRENCE R GEORGE 1197 AULOA ROAD, KAILUA, HI 96734 | PRESIDENT/CEO | 40 | $391,141 | $68,613 |
| ALEXANDER HARRIS 1197 AULOA ROAD, KAILUA, HI 96734 | VICE PRESIDENT OF PROGRAMS | 40 | $230,826 | $37,821 |
| DENNIS ERIC CO 1197 AULOA ROAD, KAILUA, HI 96734 | VICE PRESIDENT OF RESILIENCY | 40 | $213,857 | $52,534 |
| CARLTON KC AU 1197 AULOA ROAD, KAILUA, HI 96734 | VICE PRESIDENT OF FINANCE | 8 | $114,245 | $16,728 |
| ANN S MATSUKADO 1197 AULOA ROAD, KAILUA, HI 96734 | TREASURER | 20 | $97,842 | $33,940 |
| MARIA QUIDEZ 1197 AULOA ROAD, KAILUA, HI 96734 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $91,657 | $7,838 |
| SUSAN L SUMIDA 1197 AULOA ROAD, KAILUA, HI 96734 | SECRETARY | 5 | $57,487 | $9,077 |
| LINDA MEKARU 1197 AULOA ROAD, KAILUA, HI 96734 | ACCOUNTANT Highest-paid employee | 20 | $44,187 | $12,340 |
| JAMES H MCINTOSH 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| HENRY M D'OLIER 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR/CHAIRMAN | 2 | $0 | $0 |
| DR CLAIRE L ASAM 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| DR KITTREDGE A BALDWIN 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| CORBETT AK KALAMA 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| DEE JAY A MAILER 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| ERIC K YEAMAN 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| JENNIFER G SABAS 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
| T AULANI WILHELM 1197 AULOA ROAD, KAILUA, HI 96734 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1197 AULOA RD, KAILUA, HI 96734-4658
- Signed the 990-PF
- ANN MATSUKADO, TREASURER
- Phone
- (808) 263-7073
- Website
- WWW.CASTLEFOUNDATION.ORG
- Return prepared by
- KKDLY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 99-6005445
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $171,295,453
- Income (IRS master file)
- $37,265,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,283,293 | $10,627,064 | $171,295,453 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $11,327,617 | $10,879,744 | $173,491,448 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-6005445).
Questions about HAROLD K L CASTLE FOUNDATION
- What is the EIN of HAROLD K L CASTLE FOUNDATION?
- The employer identification number (EIN) of HAROLD K L CASTLE FOUNDATION is 99-6005445.
- Is HAROLD K L CASTLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to HAROLD K L CASTLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD K L CASTLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD K L CASTLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD K L CASTLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HAROLD K L CASTLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 17 people; 8 received compensation from the organization, the highest $414,566 (TERRENCE R GEORGE, PRESIDENT/CEO).
- How much revenue does HAROLD K L CASTLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,283,293, expenses of $10,627,064 and total assets of $171,295,453 at year end.
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