Caroline Shipman Foundation
Caroline Shipman Foundation is a private foundation focused on Health, based in Keaau, HI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $262K in total assets. In 2025, it awarded 15 grants totaling $23K. Net investment income was $21K.
Key facts about Caroline Shipman Foundation
In short: Caroline Shipman Foundation gave $23K across 15 grants in 2025 (avg $2K), mostly in Hawaii. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 99-0231196
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $22,700
- Grants made (2025)
- 15
- Average grant
- $1,513
- Median grant
- $1,000
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025)
- Total assets
- $261,844
- Primary geography
- Hawaii (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$262K
+0.3% YoY
Annual Giving
$23K
+5.6% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$2K
+12.6% YoY
Under IRS private-foundation payout rules, Caroline Shipman Foundation reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.
Is Caroline Shipman Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving grew 46% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hawaii Science and Technology Museum Hilo, HI | Operating Funds | $5,000 |
| Volcano Community Foundation Volcano, HI | Operating Funds | $3,000 |
| The Food Basket Hilo, HI | Operating Funds | $2,000 |
| Salvation Army Hilo, HI | Operating Funds | $1,500 |
| Christian Liberty School Keaau, HI | Operating Funds | $1,100 |
| Ke Kula Nawahiokalaniopuu Keaau, HI | Operating Funds | $1,100 |
| Kona Historical Society Captain Cook, HI | Operating Funds | $1,000 |
| Boys and Girls CLub of the Big Island Hilo, HI | Operating Funds | $1,000 |
| Lyman Museum Hilo, HI | Operating Funds | $1,000 |
| Puna Hongwanji Mission Keaau, HI | Operating Funds | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $261,844 | $261,053 | $258,495 |
| Revenue | $21,215 | $18,630 | $14,165 |
| Expenses | $23,123 | $21,692 | $14,749 |
| Qualifying Distributions | $22,700 | $21,500 | $14,380 |
| Net Investment Income | $20,792 | $18,438 | $13,796 |
| Distributable Amount | $23,241 | $22,863 | $21,285 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 26, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Caroline Shipman Foundation is led by Thomas T English, President since 2021 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas T English
President
President Trustee → President, 2021
On filings since 2020
2 hrs/week
No compensation reported
Daria L Joquin
Secretary Treasurer
Secretary Treasurer Trustee → Secretary Treasurer, 2021
On filings since 2020
No compensation reported
Margaret E M Farias
Vice President
Vpres Trustee → Vice President, 2021
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Caroline Shipman Foundation
How much does Caroline Shipman Foundation give each year?
Caroline Shipman Foundation gave $23K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 16 grants.
What is Caroline Shipman Foundation's typical grant size?
Caroline Shipman Foundation's median grant in 2025 was $1,000, and its average grant was $1,513, across 15 grants on its 2025 IRS Form 990-PF.
Where does Caroline Shipman Foundation give grants?
Caroline Shipman Foundation gives mostly in Hawaii: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hilo, HI (8 grants) and Keaau, HI (4 grants).
Does Caroline Shipman Foundation give general operating support?
Yes: 100% of Caroline Shipman Foundation's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Caroline Shipman Foundation's largest grantees?
Caroline Shipman Foundation's largest 2025 grantees include Hawaii Science and Technology Museum ($5,000), Volcano Community Foundation ($3,000) and The Food Basket ($2,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Caroline Shipman Foundation?
Caroline Shipman Foundation reported $262K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets).
What is Caroline Shipman Foundation?
Caroline Shipman Foundation is a private foundation focused on Health, based in Keaau, HI. It holds $262K in total assets as of 2025.
What is Caroline Shipman Foundation's EIN?
Caroline Shipman Foundation's EIN (Employer Identification Number) is 99-0231196. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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