Margaret B Shipman Foundation

Foundation · Grantmaker KEAAU, HI EIN: 99-0231195

Margaret B Shipman Foundation is a private foundation, based in KEAAU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $113K in total assets. In 2024, it awarded 5 grants totaling $5K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$113K

+4.6% YoY

Annual Giving

$5K

+8.1% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$1K

+8.1% YoY

Under IRS private-foundation payout rules, Margaret B Shipman Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Margaret B Shipman Foundation

Based on IRS filings

Margaret B Shipman Foundation is a private foundation, based in KEAAU, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $113K in total assets. In 2024, it awarded 5 grants totaling $5K. Net investment income was $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

HiloKamuelaKeaau

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$7K$10K$13K20202021202220232024
Metric202420232022
Total Assets$112,884$107,869$107,959
Revenue$9,742$5,816$5,477
Expenses$5,102$4,896$6,172
Qualifying Distributions$5,025$4,650$6,172
Net Investment Income$9,665$5,570$5,477
Distributable Amount$5,491$5,135$5,396

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$3K$4K$5K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Paniolo Preservation Soc…$1KKeaau Elementary School …$1KKeaau Middle School$1KKeaau High School$1KHOPE Services Hawaii$1K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Paniolo Preservation Society ($1,025), Keaau Elementary School PTSA ($1,000), Keaau Middle School ($1,000).

RecipientPurposeAmount
Keaau Elementary School PTSA Keaau, HIOperating Funds$1,000
Keaau Middle School Keaau, HIOperating Funds$1,000
Keaau High School Keaau, HIOperating Funds$1,000
HOPE Services Hawaii Hilo, HIOperating Funds$1,000
Paniolo Preservation Society Kamuela, HIOperating Funds$1,025

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Thomas T EnglishPres2
Margaret E M FariasVice Pres
Daria L JoaquinSec Treas

Frequently Asked Questions

How large is Margaret B Shipman Foundation?

As of 2024, Margaret B Shipman Foundation holds $113K in total assets with $10K in annual revenue. It awarded 5 grants totaling $5K in 2024.

Where does Margaret B Shipman Foundation operate?

Margaret B Shipman Foundation has awarded grants in Hawaii.

What size grants does Margaret B Shipman Foundation award?

In 2024, Margaret B Shipman Foundation awarded 5 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Margaret B Shipman Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret B Shipman Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margaret B Shipman Foundation's EIN?

Margaret B Shipman Foundation's EIN (Employer Identification Number) is 99-0231195. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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