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Hawaii · Private foundation

Samuel N & Mary Castle Fdn

Its FY2024 filing reports that it accepted unsolicited grant applications.

$1.9M
Granted FY2023
42
Itemized grants FY2023
39
Organizations funded FY2023
82%
First-time grantees FY2023
Read the full brief
Itemized, FY2023
$1.8M
The rest is grants the schedule does not break out
Median grant, FY2023
$44,000
Largest grant, FY2023
$134,167
Organizations funded a year
39 to 48
FY2020 to FY2023
Total assets, FY2023
$39M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 82% of the organizations Samuel N & Mary Castle Fdn funded were first-time grantees, receiving 88% of its grant dollars.

New vs renewed · share of each year

In FY2023, 12% of grant dollars renewed an existing relationship; $1.6M went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
EducationHealthCommunity ImprovementFood & NutritionArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202339$1.8M82%
FY202248$2.1M29%
FY202141$2.0M24%
FY202045$2.0Mn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$4.0MHuman Services$2.1MPhilanthropy$429kHealth$376kCommunity Improvement$210kReligion$207kArts & Culture$164kSocial Science$147kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2023, and the share of each one’s budget the grants supplied at peak.

Show all 48 grantees
All grantees of Samuel N & Mary Castle Fdn by total granted
GranteeTotal grantedYearsShare of their budget
University of Hawaii Foundation$526,22430%
Hawaii Children's Action Network$300,00039%
Erikson Institute$278,28821%
Catholic Charities Hawaii$270,00030%
Child and Family Service$225,00030%
Chaminade University of Honolulu$200,00030%
Imua Family Services$200,00032%
Maui Family Support Services Inc$195,00032%
Institute for Native Pacific Education and Culture$180,00031%
Collaborative Support Services Inc$175,00034%
YWCA of Hawaii Island$170,00033%
Parents and Children Together$161,00830%
Partners in Development Foundation$160,00030%
Rainbow School$120,00032%
Kcaa Preschools of Hawaii$119,00031%
Punahou School$100,00010%
Department of Education$100,0001n/a
Seagull Schools Inc$90,00031%
Waikiki Community Center$90,00033%
National Louis University$87,84010%
Hanahauoli School$82,09021%
St Andrew's Schools$75,00011%
Hanalani Schools$75,00030%
Family Hui Hawaii$75,00026%
Hawaii Foodbank Inc$65,00020%
Friends of the Future$61,50021%
Na Kamalii Hoaloha$61,48037%
Kokua Kalihi Valley Comprehensive Family Services$60,00010%
Hui No'Eau$51,00032%
Kapi'olani Health Foundation$50,00010%
Young Men's Christian Association of Honolulu$50,00010%
Kauai Christian Academy$50,00013%
Good Shepherd Lutheran Church$50,0003n/a
Montessori of Maui Inc$50,00011%
Aloha School Early Learning Center Inc$45,000211%
Montessori Community School$39,00030%
Third Sector New England Inc$30,00010%
Honolulu Theatre for Youth$30,00031%
Keiki O Ka 'Aina Preschool Inc$25,80010%
First United Methodist Preschool$25,00015%
Saint Mark Lutheran Church$25,0001n/a
Maui Preparatory Academy$25,00010%
Kawaiahao Church$25,0001n/a
Hawaii Alliance of Nonprofit Organizations$20,11413%
Makua Lani Christian Academy$18,00011%
Hawaii Association of Independent Schools$6,00020%
Manoa Heritage Center Fka Manoa Valley Cultural Heritage Found$5,00011%
Candid$5,00010%

What it could do for these grantees

Plus 53 recipients with no EIN on record ($3.0M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Samuel N & Mary Castle Fdn supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUniversity of Hawaii Foundation: $526,224 over 3y, 0.3% of budgetHawaii Children's Action Network: $300,000 over 3y, 9.3% of budgetErikson Institute: $278,288 over 2y, 0.5% of budgetCatholic Charities Hawaii: $270,000 over 3y, 0.4% of budgetChild and Family Service: $225,000 over 3y, 0.3% of budgetChaminade University of Honolulu: $200,000 over 3y, 0.1% of budgetImua Family Services: $200,000 over 3y, 1.6% of budgetMaui Family Support Services Inc: $195,000 over 3y, 1.5% of budgetInstitute for Native Pacific Education and Culture: $180,000 over 3y, 1.5% of budgetCollaborative Support Services Inc: $175,000 over 3y, 3.8% of budgetYWCA of Hawaii Island: $170,000 over 3y, 3.5% of budgetParents and Children Together: $161,008 over 3y, 0.2% of budgetPartners in Development Foundation: $160,000 over 3y, 0.3% of budgetRainbow School: $120,000 over 3y, 2.0% of budgetKcaa Preschools of Hawaii: $119,000 over 3y, 1.0% of budgetPunahou School: $100,000 over 1y, 0.1% of budgetSeagull Schools Inc: $90,000 over 3y, 0.7% of budgetWaikiki Community Center: $90,000 over 3y, 2.7% of budgetNational Louis University: $87,840 over 1y, 0.1% of budgetHanahauoli School: $82,090 over 2y, 0.6% of budgetSt Andrew's Schools: $75,000 over 1y, 0.7% of budgetHanalani Schools: $75,000 over 3y, 0.3% of budgetFamily Hui Hawaii: $75,000 over 2y, 6.5% of budgetHawaii Foodbank Inc: $65,000 over 2y, 0.1% of budgetFriends of the Future: $61,500 over 2y, 1.2% of budgetNa Kamalii Hoaloha: $61,480 over 3y, 6.9% of budgetKokua Kalihi Valley Comprehensive Family Services: $60,000 over 1y, 0.2% of budgetHui No'Eau: $51,000 over 3y, 1.7% of budgetKapi'olani Health Foundation: $50,000 over 1y, 0.4% of budgetYoung Men's Christian Association of Honolulu: $50,000 over 1y, 0.2% of budgetKauai Christian Academy: $50,000 over 1y, 2.9% of budgetMontessori of Maui Inc: $50,000 over 1y, 1.0% of budgetAloha School Early Learning Center Inc: $45,000 over 2y, 11% of budgetMontessori Community School: $39,000 over 3y, 0.4% of budgetThird Sector New England Inc: $30,000 over 1y, 0.0% of budgetHonolulu Theatre for Youth: $30,000 over 3y, 0.7% of budgetKeiki O Ka 'Aina Preschool Inc: $25,800 over 1y, 0.2% of budgetFirst United Methodist Preschool: $25,000 over 1y, 5.1% of budgetMaui Preparatory Academy: $25,000 over 1y, 0.3% of budgetHawaii Alliance of Nonprofit Organizations: $20,114 over 1y, 2.7% of budgetMakua Lani Christian Academy: $18,000 over 1y, 0.7% of budgetHawaii Association of Independent Schools: $6,000 over 2y, 0.2% of budgetManoa Heritage Center Fka Manoa Valley Cultural Heritage Found: $5,000 over 1y, 0.7% of budgetCandid: $5,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 44.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Atherton Family FoundationHI50× affinity22 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Atherton Family Foundation · McInerny Foundation-- · Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools · Bank of Hawaii Charitable Fdn · Tradewind Group Foundation · George N Wilcox General Trust · Aloha United Way Inc · J Watumull Fund · Central Pacific Bank Foundation · Kosasa Foundation · First Hawaiian Bank Foundation · The Harry and Jeanette Weinberg Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Samuel N & Mary Castle Fdn with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Samuel N & Mary Castle Fdn?

Find your warmest path to Samuel N & Mary Castle Fdn through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Samuel N & Mary Castle Fdn

How much does Samuel N & Mary Castle Fdn give?
Samuel N & Mary Castle Fdn reported 42 itemized grants totaling $1,808,412, out of $1,853,412 in total grant expense reported on the return in its FY2023 IRS filing. It funded between 39 and 48 organizations a year over FY2020 to FY2023.
What does Samuel N & Mary Castle Fdn fund?
By grant dollars over FY2020 to FY2023, its largest causes are Education (40%), Human Services (21%), Philanthropy (4%).
Who are Samuel N & Mary Castle Fdn's largest grantees?
By total granted over FY2020 to FY2023: University of Hawaii Foundation ($526k), Hawaii Children's Action Network ($300k), Erikson Institute ($278k).
Does Samuel N & Mary Castle Fdn fund new organizations?
In FY2023, 82% of the organizations it funded were first-time grantees.
Does Samuel N & Mary Castle Fdn accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Samuel N & Mary Castle Fdn?
Its strongest co-funders, measured against what their size predicts, include Atherton Family Foundation, McInerny Foundation--, Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools.
Where is Samuel N & Mary Castle Fdn based?
Samuel N & Mary Castle Fdn is based in HI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 102 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports $1.9M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2023, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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