2023-05-15T09:29:58-05:00 2022-06-30 PricewaterhouseCoopers LLP 655 NEW YORK AVE SUITE 1100 WASHINGTON DC 20001 990 2021-07-01 990073480 TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP % LOUIS K ANDERSON TRUS 8085236200 567 S KING STREET SUITE 200 HONOLULU HI 96813 ROBERT NOBRIGA TRUSTEE 8085236200 2023-05-11 ROBERT NOBRIGA 999009999 TRAVIS L PATTON P00369623 2024141000 2023-05-01 2 2021 2023-04-26 12:10:37Z KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG 567 S KING STREET SUITE 200 HONOLULU HI 96813 7066834884 false X WWW.KSBE.EDU X 1885 HI KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY. 5 4 3381 1137 8705881 0 751997 621130 34721332 41593458 1479387587 739781779 112091549 135046611 1626952465 917042978 89868385 99975615 0 0 246728103 256093971 0 0 0 189710011 240728221 526306499 596797807 1100645966 320245171 11860305202 11621172512 580959145 614392931 11279346057 11006779581 X KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY. false false 399636553 99975615 45340827 KAMEHAMEHA SCHOOLS WAS ESTABLISHED UNDER THE WILL AND CODICILS OF BERNICE PAUAHI BISHOP IN 1885 AND OPENED IN 1887 AND IS NOW ONE OF THE LARGEST SCHOOLS IN THE UNITED STATES SERVING KINDERGARTEN THROUGH GRADE 12 AND 30 PRESCHOOLS. FOR OVER ONE-HUNDRED AND THIRTY YEARS, KAMEHAMEHA SCHOOLS HAS CONTINUOUSLY PROVIDED QUALITY EDUCATION GIVING PREFERENCE TO STUDENTS OF HAWAIIAN ANCESTRY TO THE EXTENT PERMITTED BY LAW. (SEE SCHEDULE O FOR ADDITIONAL INFORMATION ON PROGRAM SERVICE ACCOMPLISHMENTS). 399636553 true true false true false false false true false true true true false false true true false true true true true false false false true false false true true true false false false false false false true false false false false false true true true true false false true X 861 0 true 3381 true true true true false false false false false false false false true false X 5 4 true false false false false false false true true false false true true true true true true true true false HI X LOUIS K ANDERSON 8085236200 567 S KING STREET SUITE 200 HONOLULU HI 96813 X TIMOTHY DONOHUE CIO 50.0 1.0 X 2652396 0 71200 BURTON YUEN MANAGING DIR. - FIN'L ASSETS 50.0 1.0 X 1307087 0 65988 JON IWATANI MANAGING DIR. - FIN'L ASSETS 50.0 1.0 X 873008 0 57113 CARA NAKAMURA MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 866993 0 61116 CHRISTOPHER PICCIONE COO FINANCIAL ASSETS 50.0 0.0 X 871849 0 42037 TIMOTHY SLOTTOW EVP-FIN. & CFO (UNTIL 3/2022) 50.0 1.0 X 741194 0 66730 L JACK WONG CEO 50.0 1.0 X 679803 0 73626 THUYEN NGUYEN SR. DIR. FIN'L ASSETS TECH 50.0 0.0 X 582436 0 45269 DARREL HOKE EVP - ADMINISTRATION 50.0 1.0 X 394109 0 64118 JOHN KOMEIJI GENERAL COUNSEL & VP 50.0 1.0 X 401146 0 50014 WALTER THOEMMES MANAGING DIR. - COMMERCIAL RE 50.0 0.0 X 336897 0 62362 LAUREN NAHME VP - STRATEGY & TRANSFORMATION 50.0 0.0 X 310898 0 52414 BENJAMIN SALAZAR MAN DIR OF FIN & CFO (3/2022) 50.0 1.0 X 303856 0 50027 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 50.0 0.0 X 300344 0 47599 M KAHEALANI NAE'OLE-WONG HEAD OF SCHOOL-HAWAI'I ISLAND 50.0 0.0 X 278136 0 29631 T KA'EO DUARTE VP-COMMUNITY & AINA RESILIENCE 50.0 1.0 X 243896 0 42428 M WAI'ALE'ALE SARSONA VP - HI'IALO 50.0 0.0 X 237605 0 47520 SCOTT PARKER HEAD OF SCHOOL - MAUI 50.0 0.0 X 244862 0 31185 SHERYL NICHOLSON FORMER INTERIM VP-LEGAL & GC 50.0 0.0 X 230813 0 33482 ELIZABETH CAWREY DIRECTOR - INTERNAL AUDIT 50.0 0.0 X 225495 0 27818 KEVIN COCKETT VP - COMMUNICATIONS & CCO 50.0 0.0 X 205437 0 45082 SHELLI KIM FORMER INTERIM HEAD-PRESCHOOLS 50.0 0.0 X 210545 0 29717 ELLIOT MILLS TRUSTEE 10.0 2.0 X 0 0 190938 LANCE WILHELM TRUSTEE 10.0 2.0 X 187136 0 0 ROBERT NOBRIGA TRUSTEE 10.0 2.0 X 185139 0 0 CRYSTAL ROSE TRUSTEE 10.0 2.0 X 164759 0 0 MICAH KANE FORMER TRUSTEE 0.0 0.0 X 86542 0 0 JENNIFER GOODYEAR-KA'OPUA TRUSTEE (AS OF 4/2022) 10.0 2.0 X 1150 0 0 12871080 0 1287414 643 true true false UWORKCOM INC 200 WALKER ST SW STE B ATLANTA GA 303131200 WORKFORCE SOLUTIONS 7136600 CONSTRUCTORS HAWAII INC 1728 KAHAI ST HONOLULU HI 96819 CONSTRUCTION SERVICE 5713846 RALPH S INOUYE CO LTD 500 ALAKAWA ST RM 220E HONOLULU HI 96817 CONSTRUCTION SERVICE 4662177 S M SAKAMOTO INC 1928 HAU ST HONOLULU HI 968193255 CONSTRUCTION SERVICE 3503491 CADES SCHUTTE LLP PO BOX 939 HONOLULU HI 968080939 LEGAL SERVICES 2985745 83 586280 34850 621130 TUITION 611600 34811104 34811104 STUDENT FEES 611600 6349501 6349501 BOOKSTORE 611600 352641 352641 OTHER 611600 80212 80212 41593458 50753175 1497574 49255601 0 1233058 1233058 253772183 131782360 121989823 0 121989823 121989823 6695631396 11346379 6017355481 593690 678275915 10752689 689028604 689028604 222694 60375 162319 162319 0 0 0 0 0 0 GOLF REVENUE 713910 5543118 5543118 NET PREMIUMS EARNED 524126 2933366 2927219 6147 PARKING 812930 1858684 1649384 209300 1326243 820150 9658 496435 11661411 917042978 45340827 8705881 862375140 44745716 44745716 55229899 55229899 0 0 9539673 1370774 8168899 0 706660 374605 332055 184958754 127612749 57346005 17462057 11571722 5890335 29135481 19307444 9828037 14291346 9470561 4820785 750979 127217 623762 4521428 4521428 350901 350901 95561 95561 0 23500419 23500419 37451273 17548303 19902970 851706 194457 657249 5620075 3821420 1798655 12006620 269630 11736990 0 16827980 9864660 6963320 1072576 647824 424752 0 1165537 886156 279381 7829472 7829472 0 46742570 40461452 6281118 5497270 54520 5442750 SETTLEMENTS 27621659 27621659 REPAIRS & MAINTENANCE 17320425 9138242 8182183 SUPPLIES 15482654 11950649 3532005 BUSINESS DEVELOPMENT 4607632 794426 3813206 11411484 6572468 4839016 596797807 399636553 197161254 0 14350 14350 122368335 139343129 0 0 8155547 7319041 0 0 0 0 0 113620 0 0 133372414 137694449 1751820169 947878527 810695713 803941642 1047810492 563032561 9641017109 9804293518 0 0 0 0 96871242 165420202 11860305202 11621172512 85221889 94874335 0 0 152255128 145577973 0 0 0 0 0 0 255247618 297136904 0 0 88234510 76803719 580959145 614392931 X 11279346057 11006779581 0 0 11279346057 11006779581 11860305202 11621172512 X 320245171 -595979527 3167880 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 519 119850 120369 565243132 565363501 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 73741 68798 140417 120369 403325 250000 250000 250000 250000 1000000 1500000 1551 2589 934 519 5593 598707 X X X X false 33710689 850496 -4016657 333207 30211321 23210910 5649296 5408822 558339 33710689 22350117 2038767 -709601 468373 23210910 20862234 1117421 675351 304889 22350117 19798716 784015 709125 429622 20862234 0.03000 0.97000 false true true 114446105 114446105 1502563002 881322241 621240761 108308558 66348881 41959677 26502504 207405 26295099 803941642 EQUITY 5964651000 F ABSOLUTE RETURN 2941967000 F REAL ASSETS 635713000 F OTHER 261962518 F 9804293518 0 ACCRUED POST RETIREMENT 48500415 DEFERRED COMPENSATION PLAN 8135200 CAPITAL LEASE 18649048 STUDENT ACCOUNTS 565 OTHER LIABILITIES 1518491 76803719 X SCHEDULE D, PART III, LINE 4 ART COLLECTION THE KAMEHAMEHA SCHOOLS' FINE ARTS COLLECTION ("COLLECTION") INCLUDES OVER 500 ART PIECES THAT HAVE BEEN PURCHASED, COMMISSIONED, OR ACQUIRED THROUGH DONATIONS. THE PIECES RANGE FROM HISTORICAL TO CONTEMPORARY AND ENCOMPASS A BROAD SPECTRUM OF MEDIA INCLUDING SCULPTURE, DRAWING, PAINTING, PRINTING, AND PHOTOGRAPHY. KAMEHAMEHA SCHOOLS HAS IDENTIFIED THE FOLLOWING AS THE ROLE OF ART WITHIN THE INSTITUTION: - TO INSPIRE AND EDUCATE - TO FOSTER AN APPRECIATION AND RESPECT FOR ARTISTIC EXPRESSION - TO EMBODY THE ESSENCE OF NATIVE HAWAIIAN LANGUAGE, CULTURE, HISTORY, TRADITIONS, AND VALUES. THE COLLECTION SERVES AS A VALUABLE EDUCATIONAL RESOURCE FOR TEACHERS AND STUDENTS. THE ADMINISTRATION AND GOVERNANCE OF THE COLLECTION IS THE RESPONSIBILITY OF KAMEHAMEHA SCHOOLS' ENTERPRISE INFORMATION GOVERNANCE (EIG) DEPARTMENT. EIG WILL WORK WITH INTERNAL ADVISORY DEPARTMENTS, SUCH AS VISUAL ARTS, HERITAGE CENTER, AND KA'IWAKILOUMOKU, TO ALIGN THE EDUCATIONAL VALUE, CULTURAL SIGNIFICANCE, AND ARTISTIC MERIT OF THE COLLECTION WITH THE DEVELOPMENT AND ENFORCEMENT OF APPROPRIATE GOVERNANCE STANDARDS OF PRACTICE FOR FINE ART LIFECYCLE MANAGEMENT (FROM ACQUISITION TO DISPOSITION). SCHEDULE D, PART V, LINES 2A AND 2B ENDOWMENT PRESENTATION AND PERCENTAGES: THE PERCENTAGE SHOWN AS BOARD DESIGNATED OR QUASI-ENDOWMENT REPRESENTS ENDOWMENT NET ASSETS WITHOUT DONOR RESTRICTIONS. THE PERCENTAGE SHOWN AS PERMANENT ENDOWMENT REPRESENTS ENDOWMENT NET ASSETS WITH DONOR RESTRICTIONS INCLUDING THOSE WITH TEMPORARY RESTRICTIONS. THIS IS CONSISTENT WITH THE PRESENTATION OF NET ASSETS ON THE AUDITED FINANCIAL STATEMENTS, WHICH ARE CLASSIFIED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE KE ALI'I PAUAHI FOUNDATION, A RELATED SUPPORTING ORGANIZATION TO KAMEHAMEHA SCHOOLS, HOLDS AND ADMINISTERS CERTAIN ENDOWMENT FUNDS FOR THE PURPOSE OF AWARDING VARIOUS SCHOLARSHIPS AND FINANCIAL AID ON BEHALF OF KAMEHAMEHA SCHOOLS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE: THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS UTILIZING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AT JUNE 30, 2022 AND 2021, MANAGEMENT BELIEVES THERE WERE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS REGULARLY PUBLICIZED THROUGH VARIOUS PRINT, BROADCAST, AND ELECTRONIC MEDIA AND IS INCLUDED WITH PROMOTIONAL INFORMATION CONCERNING PROGRAM OFFERINGS. Central America and the Caribbean 0 0 Investments 2997189537 East Asia and the Pacific 0 0 Investments 1356902 Europe (Including Iceland and Greenland) 0 0 Investments 156106321 North America 0 0 Investments 18029662 Sub-Saharan Africa 0 0 Investments 160893677 0 0 0 0 3333576099 3333576099 true false true true true true STUDENT ACTIVTY 222694 222694 60375 0 222694 222694 60375 60375 162319 true 50CAN INC 1625 K STREET NW STE 400 WASHINGTON DC 20006 273069592 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT AFTER-SCHOOL ALL STARS HAWAII 4747 KILAUEA AVE HONOLULU HI 96816 274604870 501(C)(3) 320000 N/A N/A EDUCATIONAL SUPPORT AHA KANE 677 ALA MOANA BLVD STE 1015 HONOLULU HI 96813 270502942 501(C)(3) 219225 N/A N/A EDUCATIONAL SUPPORT AHA PUNANA LEO INC 96 PUUHONU PL HILO HI 96720 990226111 501(C)(3) 1771111 N/A N/A EDUCATIONAL SUPPORT AINA MOMONA PO BOX 376 HOOLEHUA HI 96729 821366588 501(C)(3) 192500 N/A N/A EDUCATIONAL SUPPORT AKAULA SCHOOL PO BOX 2098 KAUNAKAKAI HI 96748 562393609 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UNIVERSITY OF HAWAII FOUNDATION 1314 S KING ST STE B HONOLULU HI 96814 990085260 501(C)(3) 2154120 N/A N/A EDUCATIONAL SUPPORT WAIANAE COMMUNITY RE-DEVELOPMENT CORP PO BOX 441 WAIANAE HI 96792 990350803 501(C)(3) 350000 FMV LOAN GUARANTY EDUCATIONAL AND GENERAL SUPPORT WAIANAE ECONOMIC DEVELOPMENT COUNCIL 870151 LILIANA ST WAIANAE HI 96792 471646700 501(C)(3) 31950 N/A N/A EDUCATIONAL AND GENERAL SUPPORT WAIKIKI HEALTH 277 OHUA AVE HONOLULU HI 96815 990159253 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99251 910473310 501(C)(3) 720000 N/A N/A EDUCATIONAL SUPPORT WILCOX MEMORIAL HOSPITAL 3-3420 KUHIO HWY LIHUE HI 96766 990074365 501(C)(3) 20000 N/A N/A EDUCATIONAL SUPPORT YMCA OF HONOLULU 1441 PALI HWY HONOLULU HI 96813 990073533 501(C)(3) 120000 N/A N/A EDUCATIONAL SUPPORT YWCA OF OAHU 1040 RICHARDS ST HONOLULU HI 96813 990073534 501(C)(3) 80000 N/A N/A EDUCATIONAL SUPPORT 131 5 SCHOLARSHIPS - PRESCHOOL 1168 9418920 N/A N/A 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AID - KS STUDENTS PK-12 & SUMMER SCHOOL 6659 28323855 N/A N/A SCHEDULE I, PART I, LINE 2 GRANTS TO ORGANIZATIONS: THE GRANTS ARE MADE THROUGH A WRITTEN AGREEMENT WITH AT LEAST ANNUAL REPORTING REQUIREMENTS (PROGRAMMATIC AND FINANCIAL) BY THE ORGANIZATION WHO RECEIVES THE GRANT. IN ADDITION, KS CONDUCTS REGULAR CHECK-INS WITH GRANTEES AND MAY PERIODICALLY CHOOSE TO CONDUCT SITE VISITS TO HELP ENSURE THE OBJECTIVES OF THE GRANT ARE ACHIEVED AND ADDRESS ANY CHALLENGES/ISSUES ON A TIMELY BASIS. GRANTS TO INDIVIDUALS: (I) WITH RESPECT TO SCHOLARSHIPS: SCHOLARSHIP AWARDS ARE MADE THROUGH CHECKS IN THE NAME OF THE RECIPIENT SCHOOLS AND SENT TO THE SCHOOLS. FUNDS NOT USED ARE RETURNED TO KS. (II) WITH RESPECT TO STIPENDS: STIPEND AWARDS ARE MADE THROUGH CHECKS IN THE NAME OF THE STUDENT UPON COMPLETION OF A PREAPPROVED INTERNSHIP PROGRAM COORDINATED BY KS. STUDENT INTERNS ARE ASSIGNED A KS COUNSELOR WHO MONITORS THE INTERNSHIP COMPLETION. (III) WITH RESPECT TO FINANCIAL AID: FINANCIAL AID FOR TUITION, MEALS TRANSPORTATION, AND FEES IS PROVIDED TO STUDENTS WITH A DEMONSTRATED FINANCIAL NEED WHO ACTUALLY ENROLL AND ATTEND KS SCHOOLS. X true true X X X false false false false false false false true false TIMOTHY DONOHUE CIO 975034 0 1674500 0 2862 0 48150 0 23050 0 2723596 0 956857 0 BURTON YUEN MANAGING DIR. - FIN'L ASSETS 653237 0 651528 0 2322 0 46953 0 19035 0 1373075 0 0 0 JON IWATANI MANAGING DIR. - FIN'L ASSETS 441011 0 429675 0 2322 0 47375 0 9738 0 930121 0 0 0 CARA NAKAMURA MANAGING DIR. - FIN'L ASSETS 436778 0 429675 0 540 0 39613 0 21503 0 928109 0 0 0 CHRISTOPHER PICCIONE COO FINANCIAL ASSETS 446039 0 425000 0 810 0 18659 0 23378 0 913886 0 0 0 TIMOTHY SLOTTOW EVP-FIN. & CFO (UNTIL 3/2022) 637630 0 100000 0 3564 0 48300 0 18430 0 807924 0 0 0 L JACK WONG CEO 676941 0 0 0 2862 0 48300 0 25326 0 753429 0 0 0 THUYEN NGUYEN SR. DIR. FIN'L ASSETS TECH 397739 0 182375 0 2322 0 23622 0 21647 0 627705 0 0 0 DARREL HOKE EVP - ADMINISTRATION 391782 0 0 0 2327 0 38780 0 25338 0 458227 0 0 0 JOHN KOMEIJI GENERAL COUNSEL & VP 396955 0 0 0 4191 0 30885 0 19129 0 451160 0 0 0 WALTER THOEMMES MANAGING DIR. - COMMERCIAL RE 332035 0 2000 0 2862 0 34238 0 28124 0 399259 0 0 0 LAUREN NAHME VP - STRATEGY & TRANSFORMATION 309246 0 0 0 1652 0 30475 0 21939 0 363312 0 0 0 BENJAMIN SALAZAR MAN DIR OF FIN & CFO (3/2022) 300585 0 2000 0 1271 0 28995 0 21032 0 353883 0 0 0 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 299353 0 0 0 991 0 26865 0 20734 0 347943 0 0 0 M KAHEALANI NAE'OLE-WONG HEAD OF SCHOOL-HAWAI'I ISLAND 274500 0 0 0 3636 0 27709 0 1922 0 307767 0 0 0 T KA'EO DUARTE VP-COMMUNITY & AINA RESILIENCE 242791 0 0 0 1105 0 22660 0 19768 0 286324 0 0 0 M WAI'ALE'ALE SARSONA VP - HI'IALO 236534 0 0 0 1071 0 21884 0 25636 0 285125 0 0 0 SCOTT PARKER HEAD OF SCHOOL - MAUI 243818 0 0 0 1044 0 23508 0 7677 0 276047 0 0 0 SHERYL NICHOLSON FORMER INTERIM VP-LEGAL & GC 225743 0 2000 0 3070 0 22785 0 10697 0 264295 0 0 0 ELIZABETH CAWREY DIRECTOR - INTERNAL AUDIT 189257 0 36000 0 238 0 20153 0 7665 0 253313 0 0 0 KEVIN COCKETT VP - COMMUNICATIONS & CCO 204897 0 0 0 540 0 22059 0 23023 0 250519 0 0 0 SHELLI KIM FORMER INTERIM HEAD-PRESCHOOLS 207573 0 2000 0 972 0 19277 0 10440 0 240262 0 0 0 ELLIOT MILLS TRUSTEE 0 0 0 0 0 0 190938 0 0 0 190938 0 0 0 LANCE WILHELM TRUSTEE 187136 0 0 0 0 0 0 0 0 0 187136 0 0 0 ROBERT NOBRIGA TRUSTEE 185139 0 0 0 0 0 0 0 0 0 185139 0 0 0 CRYSTAL ROSE TRUSTEE 164759 0 0 0 0 0 0 0 0 0 164759 0 0 0 MICAH KANE FORMER TRUSTEE 86542 0 0 0 0 0 0 0 0 0 86542 0 0 0 SCHEDULE J, PART I, LINE 1A THE HEAD OF SCHOOL FOR KAPALAMA CAMPUS IS PROVIDED HOUSING BECAUSE HE IS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF HIS EMPLOYMENT. THE RESIDENCE IS NOT TREATED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 7 THE CEO AND CURRENT OFFICERS' PERFORMANCE AND ACCOMPLISHMENTS ARE REVIEWED AND EVALUATED EACH YEAR BY THE BOARD OF TRUSTEES, WHO, AT THEIR DISCRETION, MAY PROVIDE A BONUS PAYMENT TO THE CEO AND/OR CURRENT OFFICERS COMMENSURATE WITH SUCH PERFORMANCE AND ACCOMPLISHMENTS. THE PERFORMANCE AND ACCOMPLISHMENTS OF OTHER EMPLOYEES ARE REVIEWED AND EVALUATED EACH YEAR BY THE CEO, WHO, AT HIS DISCRETION, MAY PROVIDE A BONUS PAYMENT TO OTHER EMPLOYEES COMMENSURATE WITH SUCH PERFORMANCE AND ACCOMPLISHMENTS. SCHEDULE J, PART II, COLUMNS (B)(II), (C) AND (F) CERTAIN INVESTMENT PROFESSIONALS RESPONSIBLE FOR THE INVESTMENT PORTFOLIO HAVE A PORTION OF THEIR COMPENSATION PLACED 'AT RISKAWARDED ONLY WHEN SPECIFIC INVESTMENT RETURN BENCHMARKS ARE MET OR EXCEEDED. THE 'AT RISK' COMPENSATION PLAN IS ALIGNED WITH ENDOWMENT INDUSTRY STANDARDS. SCHEDULE J, PART II, COLUMN (F) KAMEHAMEHA SCHOOLS PAID A BONUS GUARANTEE THAT HAD BEEN ACCRUED IN THE PRIOR YEAR TO ITS CHIEF INVESTMENT OFFICER, TIMOTHY DONOHUE. THE $956,857 AMOUNT IN COLUMN (F) REPRESENTS THE PORTION OF TIMOTHY DONOHUE'S BONUS IN COLUMN (B)(II) THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEAR'S SCHEDULE J, PART II, COLUMN (C). NELSON WONG SEE PART V 48026 SEE PART V false KAWIKA ROSE SEE PART V 101101 SEE PART V false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: NELSON WONG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: NELSON WONG IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF M. KAHEALANI NAE'OLE-WONG, A KEY EMPLOYEE OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $48,026 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO (A) NAME OF PERSON: KAWIKA ROSE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: KAWIKA ROSE IS AN EMPLOYEE OF THE ORGANIZATION AND FAMILY MEMBER OF CRYSTAL ROSE, A TRUSTEE OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $101,101 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO FORM 990, PART III, LINE 4A: FOR THE FISCAL YEAR ENDING JUNE 30, 2022, KAMEHAMEHA SCHOOLS SPENT $253 MILLION ON PRE-K-12 CAMPUS-BASED PROGRAMS; $105 MILLION FOR SCHOLARSHIPS, COMMUNITY EDUCATION PROGRAMS AND INITIATIVES; AND $132 MILLION FOR OTHER EDUCATIONAL INFRASTRUCTURE AND COSTS, INCLUDING FOR CAPITAL, DEBT FINANCING, SUPPORT SERVICES, AND LEGAL SETTLEMENTS. FOR THIS PAST FISCAL YEAR, MAIN AREAS OF EDUCATIONAL SPENDING AND LEARNERS SERVED INCLUDE: *CAMPUSES: A TOTAL OF $253 MILLION SERVING 7,039 LEARNERS - PRESCHOOLS: $39.0 MILLION SPENT SERVING 1,582 LEARNERS AT 30 PRESCHOOL SITES; - K-12: $213.3 MILLION SPENT SERVING 5,457 LEARNERS INCLUDING 683 GRADUATES AT THREE CAMPUSES - KS HAWAI'I (1,159 LEARNERS); - KS KAPALAMA (3,197 LEARNERS); AND - KS MAUI (1,101 LEARNERS). *SCHOLARSHIPS: $26.9 MILLION SPENT SERVING 4,146 LEARNERS, INCLUDING: - $9.4 MILLION SPENT FOR PAUAHI KEIKI SCHOLARSHIPS (EARLY LEARNING) SERVING 1,168 LEARNERS; - $5.3 MILLION SPENT FOR KIPONA SCHOLARSHIPS (K-12) SERVING 691 LEARNERS; AND - $12.2 MILLION SPENT FOR POST-HIGH SCHOLARSHIPS SERVING 2,287 LEARNERS. *FINANCIAL AID: $28.3 MILLION SPENT SERVING 5,233 LEARNERS AT KAMEHAMEHA SCHOOLS' PRESCHOOLS AND K-12 CAMPUSES. *COMMUNITY INVESTING: $38.0 MILLION SPENT SERVING 49,636 LEARNER EXPERIENCES AND SUPPORTING PARTNERSHIPS WITH 124 COMMUNITY ORGANIZATIONS. FOR MORE, INCLUDING A COPY OF KS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR THE FISCAL YEAR 2022, VISIT KSBE.EDU/ANNUALREPORTS FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES BRAZIL CHILE CHINA COLOMBIA CZECH REPUBLIC DENMARK EGYPT HUNGARY ICELAND INDONESIA IRELAND ISRAEL JAPAN KUWAIT MALAYSIA NIGERIA NORWAY OMAN PERU POLAND PORTUGAL QATAR ROMANIA RUSSIAN FEDERATION SOUTH KOREA SWEDEN TURKEY FORM 990, PART VI, LINE 2: BISHOP HOLDINGS CORPORATION - LANCE WILHELM, ROBERT NOBRIGA, ELLIOT MILLS, JENNIFER GOODYEAR-KA'OPUA, AND CRYSTAL ROSE (BUSINESS RELATIONSHIP - BISHOP HOLDINGS CORPORATION IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) KAMEHAMEHA INVESTMENT CORPORATION - LANCE WILHELM, ROBERT NOBRIGA, ELLIOT MILLS, JENNIFER GOODYEAR-KA'OPUA, AND CRYSTAL ROSE (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) PAUAHI MANAGEMENT CORPORATION - LANCE WILHELM, ROBERT NOBRIGA, ELLIOT MILLS, JENNIFER GOODYEAR-KA'OPUA, AND CRYSTAL ROSE (BUSINESS RELATIONSHIP - PAUAHI MANAGEMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) FORM 990, PART VI, LINE 11B: THE 5-STEP REVIEW PROCESS PRIOR TO THE RETURN BEING FILED CONSISTS OF THE FOLLOWING: (1) THE RETURN IS DRAFTED BY THE THIRD PARTY TAX RETURN PREPARER AND THEN REVIEWED BY THE TAX DEPARTMENT AND CONTROLLER'S DIVISION; (2) THE RETURN IS REVIEWED BY THE VICE PRESIDENT OF LEGAL, THE MANAGING DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER, THE VICE PRESIDENT OF COMMUNICATIONS, AND THE CHIEF INVESTMENT OFFICER; (3) THE RETURN IS PROVIDED TO THE CEO FOR REVIEW; (4) A MEETING IS ARRANGED WITH THE CEO, REPRESENTATIVES FROM THE TAX DEPARTMENT AND THE THIRD PARTY TAX RETURN PREPARER TO REVIEW THE RETURN IN MORE DETAIL WITH THE CEO; (5) THE TAX DEPARTMENT, THE TAX RETURN PREPARER, AND THE CEO REVIEW THE RETURN IN DETAIL WITH THE TRUSTEES FOR FINAL APPROVAL. FORM 990, PART VI, LINE 12C: COMPLIANCE IS ACCOMPLISHED AS FOLLOWS: ACTION REQUIRING APPROVAL BY THE CEO OR TRUSTEES MUST BE SUBMITTED VIA AN INTERNAL FORM, REQUEST FOR ACTION ("RFA"), THAT INCLUDES A SECTION ON CONFLICT OF INTEREST REVIEW, WHICH IS CONDUCTED BY THE LEGAL DEPARTMENT AND ANY CONFLICTS ARE DISCLOSED ON THE RFA. A PERSON WITH A CONFLICT MAY NOT PARTICIPATE IN THE DECISION OR INVOLVEMENT IN THE MATTER. IN ORDER TO DO A CONFLICT CHECK, EACH YEAR THE LEGAL GROUP SENDS OUT A REQUEST TO THE TRUSTEES AND MEMBERS OF EXECUTIVE MANAGEMENT TO COMPLETE AN ANNUAL DISCLOSURE FORM IN WHICH THEY DISCLOSE THEIR FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THEY ARE SHAREHOLDERS (OTHER THAN PUBLICLY TRADED COMPANIES) OR WHERE THEY SERVE AS AN OFFICER OR DIRECTOR. INDIVIDUALS ARE REQUIRED TO REPORT ANY CHANGES TO THEIR ANNUAL DISCLOSURE DURING THE YEAR TO LEGAL. THE LEGAL GROUP THEN MAINTAINS A DATABASE OF THE DISCLOSURES FOR USE IN DETERMINING WHETHER AN INDIVIDUAL HAS A CONFLICT IN A DECISION BEFORE HIM OR HER. FOR DECISIONS DELEGATED TO VICE PRESIDENTS OR STAFF BELOW A VICE PRESIDENT, THE RFA REQUIRES DISCLOSURE OF THIRD PARTIES INVOLVED IN THE MATTER TO BE APPROVED AND THE REQUESTOR MUST THEN CONDUCT A CONFLICT CHECK AND NOTE WHETHER THERE IS ANY CONFLICT. THOSE WHO HAVE A CONFLICT MAY NOT APPROVE THE TRANSACTION. FORM 990, PART VI, LINES 15A & 15B: THE CEO'S COMPENSATION IS APPROVED EACH YEAR BY THE BOARD OF TRUSTEES. AS PART OF THE APPROVAL PROCESS, THE HUMAN RESOURCE DIVISION OF KS PREPARES AN INTERNAL DOCUMENT (A REQUEST FOR APPROVAL, THE "RFA") FOR THE TRUSTEES' APPROVAL. THE RFA INCLUDES A CURRENT COMPENSATION REPORT WITH BENCHMARKS AND COMPARABILITY DATA PREPARED BY AN INDEPENDENT EXPERT, UNLESS THE REQUESTED COMPENSATION IS WITHIN THE COMPARABILITY INFORMATION PROVIDED BY THE EXPERT FROM THE PREVIOUS YEAR. THE RFA ALSO INCLUDES JUSTIFICATION FOR THE RECOMMENDED COMPENSATION. THE TRUSTEES THEN REVIEW THE RFA, DELIBERATE AND MAKE A DECISION. THE MINUTES OF THE TRUSTEES' MEETING AND DECISIONS ARE RETAINED. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED IN THE SAME MANNER AS ABOVE FOR THE CEO. FORM 990, PART VI, LINE 19: EACH YEAR THE TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS MUST SUBMIT THEIR ACCOUNT FOR THE YEAR TO THE PROBATE COURT IN HONOLULU, HAWAII FOR APPROVAL. AS PART OF THAT PROCESS, THE GOVERNING DOCUMENT (THE WILL AND CODICILS) AND THE AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE AND CAN ALSO BE PROVIDED UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII AND SCHEDULE J, PART II EFFECTIVE OCTOBER 2017, KAMEHAMEHA SCHOOLS CREATED A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR TRUSTEE MILLS. TRUSTEE MILLS DID NOT PARTICIPATE IN THE DECISION TO CREATE THE PLAN AND THE PLAN INCLUDES A SUBSTANTIAL RISK OF FORFEITURE REQUIRING TRUSTEE MILLS TO COMPLETE HIS TERM AS TRUSTEE IN ORDER TO BE ELIGIBLE TO RECEIVE A DISTRIBUTION. CONTRIBUTIONS UNDER THE PLAN EQUAL THE CASH COMPENSATION PAYABLE TO A KS TRUSTEE FOR A PLAN YEAR PLUS INCREASES, IF ANY, IN THE CONSUMER PRICE INDEX FOR THE GIVEN PLAN YEAR. AMOUNTS REPORTED AS DEFERRED COMPENSATION IN PART VII REPRESENT CONTRIBUTIONS UNDER THE PLAN FOR THE GIVEN PLAN YEAR. FORM 990, PART VII, LINE 1A, COLUMN B: THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO POSITION RANGES FROM 40 TO 60 HOURS FOR OFFICERS AND KEY EMPLOYEES. THE AVERAGE HOURS THAT THE TRUSTEES SPEND ON KAMEHAMEHA SCHOOLS BUSINESS MATTERS RANGES FROM 10-20 HOURS PER WEEK, WHICH INCLUDES ATTENDANCE AT THEIR REGULAR MEETINGS AND MEETINGS OF THE AUDIT COMMITTEE, AS WELL AS PARTICIPATION AND ATTENDANCE AT OTHER SCHOOL EVENTS SUCH AS GRADUATION, SCHOOL PERFORMANCES, ATHLETIC EVENTS, CULTURAL ENGAGEMENTS, AND ALUMNI EVENTS. IN ADDITION, AS AMBASSADORS OF KAMEHAMEHA SCHOOLS, THE TRUSTEES MAY DEVOTE ADDITIONAL TIME TO VARIOUS COMMUNITY LAHUI EVENTS AND ACTIVITIES. THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS BY ALL PERSONS LISTED IN PART VII RANGE FROM LESS THAN ONE HOUR PER WEEK TO TWO HOURS PER WEEK PER RELATED ORGANIZATION. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARIES (2,957,606) CUM. 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