Nonprofit · EIN 99-6003321
SAMUEL N & MARY CASTLE FOUNDATION
Tax-exempt · HONOLULU, HI 96802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,748,569 | $2,717,846 | $1,030,723 | $38,577,746 | $0 | $38,577,746 |
| December 31, 2023 | 990-PF | $1,344,463 | $2,581,008 | -$1,236,545 | $37,534,270 | $0 | $37,534,270 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,289,483
- Net gain from sales of assets
- $2,453,034
- Other income
- $6,052
Expenses
- Grants and similar amounts paid
- $1,936,030
- Compensation of officers, directors and key employees
- $236,747
- Salaries, compensation and benefits (total)
- $27,631
- Disbursements for charitable purposes
- $2,352,726
- Excise tax on investment income
- $47,171
Balance sheet and other
- Total assets, start of year
- $37,534,270
- Total assets, end of year
- $38,577,746
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,577,746
- Fair market value of assets
- $52,204,340
- Qualifying distributions
- $2,352,726
- Net investment income
- $3,728,083
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 |
|---|---|---|---|---|
| ALFRED L CASTLE C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | PRESIDENT/TRUSTEE | 40 | $236,747 | $19,773 |
| CYNTHIA QUISENBERRY C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | SECRETARY/TRUSTEE | 0 | $0 | – |
| DR KITTREDGE BALDWIN C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | VICE PRESIDENT/TRUSTEE | 0 | $0 | – |
| DR ROBERT PETERS C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | TRUSTEE | 0 | $0 | – |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALFRED L CASTLE C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | PRESIDENT/TRUSTEE | 40 | $219,420 | $57,199 |
| CYNTHIA QUISENBERRY C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | SECRETARY/TRUSTEE | 0 | $0 | – |
| DR KITTREDGE BALDWIN C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | VICE PRESIDENT/TRUSTEE | 0 | $0 | – |
| DR ROBERT PETERS C/O BANK OF HAWAII PO BOX 3170, HONOLULU, HI 96802 | TRUSTEE | 0 | $0 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 3170, HONOLULU, HI 96802-3170
- In care of
- % BANK OF HAWAII
- Signed the 990-PF
- ALFRED L CASTLE, PRESIDENT
- Phone
- (808) 694-4399
- Return prepared by
- KPMG LLP
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
- 99-6003321
- 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
- 1938
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $38,577,746
- Income (IRS master file)
- $9,310,048
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,748,569 | $2,717,846 | $38,577,746 | XML |
| 990-PF | December 2023 | $1,344,463 | $2,581,008 | $37,534,270 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 99-6003321).
Questions about SAMUEL N & MARY CASTLE FOUNDATION
- What is the EIN of SAMUEL N & MARY CASTLE FOUNDATION?
- The employer identification number (EIN) of SAMUEL N & MARY CASTLE FOUNDATION is 99-6003321.
- Is SAMUEL N & MARY CASTLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to SAMUEL N & MARY CASTLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL N & MARY CASTLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL N & MARY 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 SAMUEL N & MARY 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 SAMUEL N & MARY CASTLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $236,747 (ALFRED L CASTLE, PRESIDENT/TRUSTEE).
- How much revenue does SAMUEL N & MARY CASTLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,748,569, expenses of $2,717,846 and total assets of $38,577,746 at year end.
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