Harold KL Castle Foundation logo

Harold KL Castle Foundation

Private foundation · Grantmaker Kailua, HI EIN: 99-6005445 Website

The Harold K.L. Castle Foundation is a private foundation based in Kailua, Hawaii. Founded in 1962, it works to build resources for Hawaii’s future through grantmaking, convening, and sharing ideas and approaches. Its stated priorities include public education, nearshore marine conservation, climate resiliency, and strengthening Windward Oahu communities.

Harold KL Castle Foundation at a glance

In short: Harold KL Castle Foundation gave $6.9M across 106 grants in 2024 (avg $65K), mostly in Hawaii. 36% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$6,886,001
-8.0% vs 2023
Grants made (2024)
106
-4.5% vs 2023
Average grant
$64,962
-3.7% vs 2023
Median grant
$25,000
Total assets
$171,295,453
-1.3% vs 2023
New grantees (estimate)
36% first-time grantees (29 of 80, 2024)
Primary geography
Hawaii (83% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Harold KL Castle Foundation

Contact

Application contact: Elizabeth Murph
Mailing address: 1197 Auloa Road, Kailua, HI 96734
Phone: (808) 263-7073
Website: https://castlefoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Harold KL Castle Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

University of Hawaii Foundation: $1.1M across 11 grantsUniversity of HawaiiFoundation$1.1M · 11 grantsHawaii Community Foundation (HCF): $960K across 4 grantsHawaii Community Foundation(HCF)$960K · 4 grantsSocial Finance Inc: $550KSocial Finance Inc$550KKuaaina Ulu Auamo (Kua): $500KKuaaina Ulu Auamo (Kua)$500KThe Nature Conservancy of Hawaii: $330K across 2 grantsThe Nature Conservancy ofHawaii$330K · 2 grantsCollege Summit Inc DBA Peerforward: $173K across 2 grantsCollege Summit Inc DBAPeerforward$173K · 2 grantsHawaii Hospital Education and Research Foundation (Hherf): $150KHawaii Hospital Education andResearch Foundation (Hherf)$150KWindward School District: $150KWindward School District$150KHawaii Conservation Alliance Foundation: $133KHawaii Conservation AllianceFoundation$133KResources Legacy Fund: $120KResources Legacy Fund$120K

The largest 2024 recipient was University of Hawaii Foundation ($1.1M across 11 grants). Together the top 10 received $4.2M.

Organizations only. It also paid 4 grants to individuals ($233,272), which are not listed by name.

Grant Size Distribution

500 grants across all recorded years

263<$50K118$50–100K87$100–250K22$250–500K10$500K–1M$1–5M$5M+

The most common grant size was under $50K: 263 grants of 500 (53%).

Geographic Focus

Where this funder awards grants

The foundation says it funds organizations serving people in Hawaii and does not support organizations based outside Hawaii or projects outside the state that do not benefit Hawaii. Its stated priorities include Windward Oahu and nearshore waters around the main Hawaiian Islands. In 2024, 83% of reported grant dollars went to recipients in Hawaii, 14% to California, and 4% to the District of Columbia; percentages are rounded.

Grant Distribution by State

9states

Share of 2024 grant dollars across all 106 itemized grants.

Cities

HonoluluKaneoheKailuaWaimanaloWashingtonSacramentoHauulaWaipahuNovatoSanta CruzHiloKahuluiKapoleiKaunakakaiWaianaeAieaArlingtonKailua KonaKapaauLihue

Is Harold KL Castle Foundation open to new grantees?

36%

first-time grantees, 2024

In 2024, 29 of 80 grantees (36%) were first-time recipients. First grants averaged $38K; repeat grants $113K. How we count

Medians: $25K first-time, $40K repeat.

  • 50% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−6%). Method
  • In 2024 it paid out 92% 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 (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5M$5M$7.5M$10M106 grants2020 100 grants2021 77 grants2022 111 grants2023 106 grants2024

From 2020 to 2024, annual grant giving ranged from $6.9M (2024) to $8.0M (2022). In 2024 it made 106 grants totaling $6.9M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Social Finance Inc Boston, CAProposal to serve as Hawaii renewable learning fund manager [6086; pc]$550,000
University of Hawaii Foundation Honolulu, HISoar higher - support for windward oahu schools to participate as a gear up 6-16 model [5173; pc]$529,240
Hawaii Community Foundation (HCF) Honolulu, HISupport for a second round of contributions to the holomua pooled fund whose goal is to improve marine resources management in Hawaii through a suite of efforts built on four pillars: place-based planning, pono practices, monitoring, and protection & restoration [5905; pc]$500,000
Kuaaina Ulu Auamo (Kua) Kaneohe, HITo support and strengthen this critically important backbone organization and its three community-driven networks for ocean management in Hawaii. [5598; pc]$500,000
Hawaii Community Foundation (HCF) Honolulu, HIPilina Fund 2.0 [5618; PC]$400,000
The Nature Conservancy of Hawaii Honolulu, HIAdvancing community-based marine management to reach 30x30 goals [5660; pc]$280,000
University of Hawaii Foundation Honolulu, HITo extend windward community college's groundbreaking hoolei scholarship that ensures all public school graduates in the koolau region can afford to attend community college [6140; pc]$214,286
Hawaii Hospital Education and Research Foundation (Hherf) Honolulu, HITo retrofit doe classrooms for healthcare pathways in partnership with Hawaii 3r's, g70 and Hawaii pacific health [6363; pc]$150,000
University of Hawaii Foundation Honolulu, HIHawaii P-20 Core Support 2022-2025 [5465; PC]$150,000
Windward School District Kaneohe, HITo internally drive windward doe schools towards aina aloha mindset achievement through teacher professional development (PD) days and closer engagement between schools and aina-based education organizations. [6371; gov]$150,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$171,295,453$8,283,293$10,627,064$6,886,001106$8,758,237$7,046,551$9,515,391
2023$173,491,448$11,327,617$10,879,744$7,485,951111$9,503,881$10,105,204$8,920,185
2022$173,044,264$8,125,647$11,246,442$8,009,54177$9,746,584$6,568,148$9,315,597
2021$177,025,059$18,251,388$10,723,568$7,346,190100$9,137,911$17,439,780$9,941,270
2020$169,285,564$7,463,574$10,925,699$7,224,372106—$6,076,823$8,964,584

Under IRS private-foundation payout rules, Harold KL Castle Foundation reported a distributable amount of $9.5M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The foundation’s 2025 mission includes improving access to high-quality education from prekindergarten through college; restoring nearshore ocean areas; supporting the cultural legacy, people, and natural resources of Ko’olau Oahu communities; and strengthening communities’ ability to adapt to climate change. It also describes support for a limited number of other compelling opportunities in Hawaii.

Its stated grant priorities are public education redesign and enhancement (pre-K–12), nearshore marine resource conservation around the main Hawaiian Islands, climate resiliency, and strengthening the communities of Windward Oahu. The foundation says it occasionally funds outside these areas at its discretion, but such grants are increasingly rare and initiated by the foundation.

Eligible applicants include Hawaii-serving 501(c)(3) public charities and public schools. The foundation says it primarily funds specific projects, not ongoing general expenses, with limited exceptions for organizations it considers critical to its strategies. It does not consider proposals from individuals or businesses, or for items such as endowments, annual fund drives, sponsorships, special events, vehicles, or computers. Capital needs are considered less frequently and should be discussed with program staff before an application is prepared.

Examples among its grantees include the University of Hawaii Foundation, whose stated mission is to connect donors’ passions with University of Hawaii aspirations through fundraising and investment management for the university and people of Hawaii. The Hawaii Conservation Alliance Foundation says it supports the capacity-building and native ecosystem and biocultural conservation work of the Hawaii Conservation Alliance. Center for Tomorrow’s Leaders describes its mission as engaging, equipping, and empowering Hawaii’s future leaders through high school-level training and resources.

Grantmaking

In filing year 2024, the foundation reported 106 grants totaling $6,886,001. Grant amounts ranged from $500 to $550,000, with a median of $25,000.

Among the larger 2024 grants were $550,000 to Social Finance Inc. for a proposal to serve as Hawaii Renewable Learning Fund manager; $529,240 to the University of Hawaii Foundation for support for Windward Oahu schools participating in a GEAR UP 6-16 model; $500,000 to Hawaii Community Foundation for a second round of contributions to the Holomua Pooled Fund; and $500,000 to Kuaaina Ulu Auamo to support its ocean-management backbone organization and community-driven networks. Other reported awards included $400,000 to Hawaii Community Foundation for Pilina Fund 2.0, $280,000 to The Nature Conservancy of Hawaii for community-based marine management, and $214,286 to the University of Hawaii Foundation to extend the Hoolei Scholarship.

The foundation’s website says prospective applicants begin with an online inquiry. New applicants are asked to contact Beth Murph first; returning grantees are directed to discuss their idea with their program officer before starting a new application. New prospective applicants need their organization’s 501(c)(3) tax ID number. Staff review inquiries on a rolling basis and say they will contact applicants within one month to request more information or explain that support cannot be considered because of limited resources or a mismatch with priorities. The filing lists the application materials, deadlines, and award restrictions as being in an attachment, but those details are not provided here.

The foundation also lists a Windward Youth Leadership Grant program with awards of $500–$5,000 for youth-driven service projects benefiting a group, organization, or place in Windward Oahu. Its program description advises allowing at least six weeks for grant processing, not including the project period.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Henry M. D’Olier as director and chairman, and Dr. Claire L. Asam, Dr. Kittredge A. Baldwin, Corbett A.K. Kalama, Dee Jay A. Mailer, James H. McIntosh, Jennifer G. Sabas, T. Aulani Wilhelm, and Eric K. Yeaman as directors. Carlton K.C. Au is listed as vice president of finance.

Harold KL Castle Foundation is led by Terrence R. George, President & CEO on every filing since 2020; 6 of 15 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Terrence R. George

    President & CEO

    On filings since 2020

    40 hrs/week

    $372K (2020) → $415K (2024)

  • Henry M. D'olier

    Director & Chairman

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Claire L. Asam

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Corbett Ak Kalama

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Dee Jay A. Mailer

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Eric K. Yeaman

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • James H. McIntosh

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Kittredge A. Baldwin

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Jennifer G. Sabas

    Director

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • T. Aulani Wilhelm

    Director

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Alexander Harris

    Vice President of Programs

    On filings since 2020

    40 hrs/week

    $228K (2020) → $222K (2024)

  • Carlton Kc Au

    Vice President of Finance

    Vice President, Treasurer & CFO → Vice President of Finance, 2023

    On filings since 2020

    8 hrs/week

    $104K (2020) → $55K (2024)

  • Susan L. Sumida

    Secretary

    On filings since 2020

    5 hrs/week

    $21K (2020) → $28K (2024)

  • Dennis Eric Co

    Vice President of Resiliency

    On filings since 2022

    40 hrs/week

    $203K (2022) → $223K (2024)

  • Ann S. Matsukado

    Treasurer

    On filings since 2023

    40 hrs/week

    $98K (2023) → $189K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Terrence R George — President/CEO: $415KTerrence R GeorgePresident/CEO$415KDennis Eric CO — Vice President of Resiliency: $223KDennis Eric COVice President of Resiliency$223KAlexander Harris — Vice President of Programs: $222KAlexander HarrisVice President of Programs$222KAnn S Matsukado — Treasurer: $189KAnn S MatsukadoTreasurer$189KCarlton KC Au — Vice President of Finance: $55KCarlton KC AuVice President of Finance$55KSusan L Sumida — Secretary: $28KSusan L SumidaSecretary$28K

The highest reported compensation on the 2024 filing was $415K, to Terrence R George (President/CEO). 6 officers or directors reported compensation on that filing.

Frequently asked questions about Harold KL Castle Foundation

How much does Harold KL Castle Foundation give each year?

Harold KL Castle Foundation gave $6.9M across 106 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $7.5M across 111 grants.

What is Harold KL Castle Foundation's typical grant size?

Harold KL Castle Foundation's median grant in 2024 was $25,000, and its average grant was $64,962, across 106 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Harold KL Castle Foundation that year got $38K on average.

Where does Harold KL Castle Foundation give grants?

Harold KL Castle Foundation gives mostly in Hawaii: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was California (14%). The most frequent recipient cities were Honolulu, HI (54 grants), Kaneohe, HI (10 grants), Kailua, HI (8 grants) and Washington, DC (4 grants).

Does Harold KL Castle Foundation give general operating support?

Occasionally: 2% of Harold KL Castle Foundation's 2024 grants with a stated purpose (2 of 106) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Harold KL Castle Foundation's largest grantees?

Harold KL Castle Foundation's largest 2024 grantees include University of Hawaii Foundation ($1,115,551 across 11 grants), Hawaii Community Foundation (HCF) ($960,000 across 4 grants) and Social Finance Inc ($550,000), according to its 2024 IRS Form 990-PF. It also paid 4 grants to individuals ($233,272), which are not listed by name. Together they received 38% of its itemized 2024 grant dollars.

How large is Harold KL Castle Foundation?

Harold KL Castle Foundation reported $171.3M in total assets on its 2024 IRS Form 990-PF. It paid out $8.8M in qualifying distributions that year, against a required minimum of $9.5M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Harold KL Castle Foundation fund?

The foundation’s 2025 mission includes improving access to high-quality education from prekindergarten through college; restoring nearshore ocean areas; supporting the cultural legacy, people, and natural resources of Ko’olau Oahu communities; and strengthening communities’ ability to adapt to climate change. See mission & focus areas ↑

How do I apply for a grant from Harold KL Castle Foundation?

Harold KL Castle Foundation has no public application process in the sources Grantable reviewed. Check castlefoundation.org for current guidelines, or contact the foundation directly before submitting a request.

What is Harold KL Castle Foundation's EIN?

Harold KL Castle Foundation's EIN (Employer Identification Number) is 99-6005445. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Harold KL Castle Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/harold-kl-castle-foundation-morg_34ca0a403e9c4d138510829a11827b99

BibTeX
@misc{grantable_996005445_2026,
  author       = {{Grantable}},
  title        = {{Harold KL Castle Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/harold-kl-castle-foundation-morg_34ca0a403e9c4d138510829a11827b99},
  note         = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Harold KL Castle Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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