Caroline Shipman Foundation

Foundation · Grantmaker Keaau, HI EIN: 99-0231196
HealthHuman servicesYouth development

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

1state

Share of all 15 itemized 2025 grant dollars.

States

Cities

HiloKeaauCaptain CookVolcanoHawaii National Park

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K12 grants202011 grants202111 grants202213 grants202316 grants202415 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Hawaii Science and Technology Museum: $5KHawaii Science and TechnologyMuseum$5KVolcano Community Foundation: $3KVolcano Community Foundation$3KThe Food Basket: $2KThe Food Basket$2KSalvation Army: $2KSalvation Army$2KChristian Liberty School: $1KChristian Liberty School$1KKe Kula Nawahiokalaniopuu: $1KKe Kula Nawahiokalaniopuu$1KKona Historical Society: $1KKona Historical Society$1KBoys and Girls CLub of the Big Island: $1KBoys and Girls CLub of the BigIsland$1KLyman Museum: $1KLyman Museum$1KPuna Hongwanji Mission: $1KPuna Hongwanji Mission$1K

Grant Size Distribution

66 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hawaii Science and Technology Museum Hilo, HIOperating Funds$5,000
Volcano Community Foundation Volcano, HIOperating Funds$3,000
The Food Basket Hilo, HIOperating Funds$2,000
Salvation Army Hilo, HIOperating Funds$1,500
Christian Liberty School Keaau, HIOperating Funds$1,100
Ke Kula Nawahiokalaniopuu Keaau, HIOperating Funds$1,100
Kona Historical Society Captain Cook, HIOperating Funds$1,000
Boys and Girls CLub of the Big Island Hilo, HIOperating Funds$1,000
Lyman Museum Hilo, HIOperating Funds$1,000
Puna Hongwanji Mission Keaau, HIOperating Funds$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 26, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 18, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 7, 2026)
  7. 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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