2022-05-13T14:00:22-05:00 2021-06-30 PricewaterhouseCoopers LLP 655 NEW YORK AVE SUITE 1100 WASHINGTON DC 20001 990 2020-07-01 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 2022-05-04 ROBERT NOBRIGA 999009999 TRAVIS L PATTON P00369623 2024141000 2022-05-04 3 2020 2022-09-23 18:48:47Z KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG 567 S KING STREET SUITE 200 HONOLULU HI 96813 10172592663 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 3265 732 6473485 528068 751997 41417045 34721332 401390848 1479387587 104808756 112091549 548144717 1626952465 109614729 89868385 0 0 231029615 246728103 0 0 0 192632391 189710011 533276735 526306499 14867982 1100645966 9328113656 11860305202 599024361 580959145 8729089295 11279346057 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 345773705 89868385 38126449 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 29 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). 345773705 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 744 0 true 3265 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 2593000 0 1001689 BURTON YUEN MANAGING DIR. - FIN'L ASSETS 50.0 1.0 X 1178218 0 67156 TIMOTHY SLOTTOW EVP - FINANCE & CFO 50.0 1.0 X 741131 0 63917 M'LISS MOORE UNTIL 12021 MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 744085 0 56791 L JACK WONG CEO 50.0 1.0 X 680838 0 70552 CARA NAKAMURA MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 520916 0 73989 JON IWATANI MANAGING DIR. - FIN'L ASSETS 50.0 1.0 X 505519 0 55754 ELIZABETH HOKADA FORMER CIO 50.0 0.0 X 456988 0 95819 HERLING RYAN LEE UNTIL 1020 DIRECTOR - FIN'L ASSETS 50.0 1.0 X 462802 0 59204 DARREL HOKE EVP - ADMINISTRATION 50.0 1.0 X 377795 0 60724 JOHN KOMEIJI GENERAL COUNSEL & VP 50.0 1.0 X 329897 0 26009 BENJAMIN SALAZAR FORMER INTERIM EVP - FIN & CFO 50.0 1.0 X 295902 0 51101 LAUREN NAHME VP - STRATEGY & TRANSFORMATION 50.0 0.0 X 296396 0 49172 WINONA WHITE FORMER VP - HUMAN RESOURCES 50.0 0.0 X 299171 0 31669 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 50.0 0.0 X 272930 0 47181 M KAHEALANI NAE'OLE-WONG HEAD OF SCHOOL - BIG ISLAND 50.0 0.0 X 262013 0 26704 T KA'EO DUARTE VP-COMMUNITY & AINA RESILIENCE 50.0 1.0 X 237535 0 42780 M WAI'ALE'ALE SARSONA VP - HI'IALO 50.0 0.0 X 220906 0 45385 SHERYL NICHOLSON FORMER INTERIM VP-LEGAL & GC 50.0 0.0 X 228673 0 32468 SCOTT PARKER HEAD OF SCHOOL - MAUI 50.0 0.0 X 220040 0 29108 KEVIN COCKETT VP - COMMUNICATIONS & CCO 50.0 0.0 X 202702 0 41008 ELIZABETH CAWREY DIRECTOR - INTERNAL AUDIT 50.0 0.0 X 214712 0 25410 SHELLI KIM FORMER INTERIM HEAD-PRESCHOOLS 50.0 0.0 X 191616 0 27467 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 50.0 0.0 X 172915 0 35748 LANCE WILHELM TRUSTEE 10.0 2.0 X 202074 0 0 CRYSTAL ROSE TRUSTEE 10.0 2.0 X 164427 0 0 MICAH KANE TRUSTEE (UNTIL 6/2021) 10.0 2.0 X 161927 0 0 ELLIOT MILLS TRUSTEE 10.0 2.0 X 0 0 161392 ROBERT NOBRIGA TRUSTEE 10.0 2.0 X 156927 0 0 11908774 0 2116805 520 true true false UWORKCOM INC 200 WALKER ST SW STE B ATLANTA GA 303131200 WORKFORCE SOLUTIONS 6038808 KIEWIT BUILDING GROUP INC 707 RICHARDS ST STE 750 HONOLULU HI 968134613 CONSTRUCTION SERVICE 3694612 KPRS HAWAII CONSTRUCTION INC 3465 WAIALAE AVE STE 395 HONOLULU HI 96816 CONSTRUCTION SERVICE 3603427 S M SAKAMOTO INC 1928 HAU ST HONOLULU HI 968193255 CONSTRUCTION SERVICE 3479957 CADES SCHUTTE LLP PO BOX 939 HONOLULU HI 968080939 LEGAL SERVICES 3431661 155 727820 24177 751997 TUITION 611600 34351417 34351417 STUDENT FEES 611600 210158 210158 BOOKSTORE 611600 159757 159757 34721332 54176188 2067924 52108264 0 1186161 1186161 238594235 136176879 102417356 0 102417356 102417356 9818812329 15850617 8408961177 490370 1409851152 15360247 1425211399 1425211399 26121 11772 14349 14349 0 0 0 0 0 0 GOLF REVENUE 713910 3099569 3099569 NET PREMIUMS EARNED 524126 2977986 2968816 9170 PARKING 812930 1476208 1286623 189585 919920 436301 10199 473420 8473683 1626952465 38126449 6473485 1581600534 34389048 34389048 55479337 55479337 0 0 9058789 1088596 7970193 0 3213269 434029 2779240 177211185 125248379 51962806 16195603 10835432 5360171 26578908 17782231 8796677 14470349 9681176 4789173 671497 119438 552059 4489645 4489645 340780 340780 110165 110165 0 27263960 27263960 29669431 13345563 16323868 448765 97373 351392 6265426 4059550 2205876 9994302 282197 9712105 0 13738334 7742166 5996168 121007 96977 24030 0 1319468 1137823 181645 8671709 8671709 0 45602404 39726996 5875408 4390695 54813 4335882 REPAIRS & MAINTENANCE 14239237 8876173 5363064 SUPPLIES 11334917 9339243 1995674 BUSINESS DEVELOPMENT 2476928 789945 1686983 STUDENT EXPENSES 2280012 1789879 490133 6281329 3377341 2903988 526306499 345773705 180532794 0 18017 14350 36703968 122368335 0 0 17062244 8155547 0 0 0 0 0 0 0 0 130015115 133372414 1699261996 888566283 829688087 810695713 766763089 1047810492 7456398277 9641017109 0 0 0 0 91464859 96871242 9328113656 11860305202 67301176 85221889 0 0 150637523 152255128 0 0 0 0 0 0 287483333 255247618 0 0 93602329 88234510 599024361 580959145 X 8729089295 11279346057 0 0 8729089295 11279346057 9328113656 11860305202 X 1100645966 1439224744 10386052 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 934 139483 140417 494268869 494409286 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 91969 73741 68798 140417 374925 250000 250000 250000 250000 1000000 1500000 0 1551 2589 934 5074 583000 X X X X false 23210910 5649296 5408822 558339 33710689 22350117 2038767 -709601 468373 23210910 20862234 1117421 675351 304889 22350117 19798716 784015 709125 429622 20862234 17322078 1095315 1800604 419281 19798716 0.03000 0.97000 false true true 106205241 106205241 1443011312 823897443 619113869 101269347 64509963 36759384 48776096 158877 48617219 810695713 EQUITY 5952354000 F ABSOLUTE RETURN 2900690000 F REAL ASSETS 517896000 F OTHER 270077109 F 9641017109 0 ACCRUED POST RETIREMENT 62870392 DEFERRED COMPENSATION PLAN 9415115 CAPITAL LEASE 15054807 OTHER LIABILITIES 894196 88234510 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 TO ALIGN THE EDUCATIONAL VALUE OF THE COLLECTION WITH THE DEVELOPMENT AND ENFORCEMENT OF APPROPRIATE 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, 2021 AND 2020, 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 Investments 2929542022 East Asia and the Pacific 1 Investments 5455761 Europe (Including Iceland and Greenland) 0 Investments 196410047 Middle East and North Africa 0 Investments 0 North America 0 Investments 17249196 Russia and the Newly Independent States 0 Investments 0 South America 0 Investments 0 South Asia 1 Investments 0 Sub-Saharan Africa 0 Investments 118137735 2 2 3266794761 3266794761 true false true true true true STUDENT ACTIVTY 26121 26121 11772 0 26121 26121 11772 11772 14349 true 50CAN INC 1625 K STREET NW STE 400 WASHINGTON DC 20006 273069592 501(c)(3) 16000 N/A N/A EDUCATIONAL SUPPORT AFTER-SCHOOL ALL STARS HAWAII 4747 KILAUEA AVENUE HONOLULU HI 96816 274604870 501(C)(3) 260000 N/A N/A EDUCATIONAL SUPPORT AHA KANE 677 ALA MOANA BLVD STE 1015 HONOLULU HI 96813 270502942 501(c)(3) 114000 N/A N/A EDUCATIONAL SUPPORT AHA PUNANA LEO INC 96 PUUHONU PLACE HILO HI 96720 990226111 501(C)(3) 1726259 N/A N/A EDUCATIONAL SUPPORT AINA MOMONA PO 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HI 96744 710903791 501(C)(3) 486850 N/A N/A EDUCATIONAL SUPPORT PAPA KU MANA 2101 MAKIKI HEIGHTS DR HONOLULU HI 96822 472189065 501(C)(3) 144232 N/A N/A EDUCATIONAL SUPPORT PAPAHANA KUAOLA 46-403 HAIKU ROAD KANEOHE HI 96744 202565007 501(C)(3) 469750 N/A N/A EDUCATIONAL SUPPORT PAPAKOLEA COMMUNITY DEVELOPMENT CORPORATION 2150 TANTALUS DR HONOLULU HI 96813 912074211 501(C)(3) 88000 N/A N/A EDUCATIONAL SUPPORT PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 943271325 501(C)(3) 1866617 N/A N/A EDUCATIONAL SUPPORT PROJECT VISION HAWAII PO BOX 23212 HONOLULU HI 96823 272831637 501(C)(3) 248000 16810 FMV FLU SHOT EDUCATIONAL & GENERAL SUPPORT PURPLE MAIA FOUNDATION 98-1277 KAAHUMANU ST AIEA HI 96701 464326249 501(C)(3) 188207 N/A N/A EDUCATIONAL SUPPORT SAINT LOUIS SCHOOL 3142 WAIALAE AVE HONOLULU HI 96816 990272260 501(C)(3) 1880000 N/A N/A EDUCATIONAL SUPPORT SAINT MARK LUTHERAN SCHOOL 45-725 KAMEHAMEHA HWY KANEOHE HI 96744 990090474 501(C)(3) 160000 N/A N/A EDUCATIONAL SUPPORT ST ANDREW'S PRIORY SCHOOL 224 QUEEN EMMA SQUARE HONOLULU HI 96813 990073525 501(C)(3) 282500 N/A N/A EDUCATIONAL SUPPORT STATE OF HAWAII DEP'T OF EDUCATION PO BOX 2360 HONOLULU HI 93804 990266482 GOVT ENTITY 897229 N/A N/A EDUCATIONAL SUPPORT SUPPORTING THE LANGUAGE OF KAUAI INC 3-1821J KAUMUALII HWY LIHUE HI 96766 204088998 501(C)(3) 234918 N/A N/A EDUCATIONAL SUPPORT SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 953941826 501(c)(3) 75000 N/A N/A EDUCATIONAL SUPPORT THE B E L L FOUNDATION INC ONE UNIVERSITY AVE STE 201A WESTWOOD MA 02090 043182053 501(C)(3) 39188 N/A N/A EDUCATIONAL SUPPORT THE ESTRIA FOUNDATION 404 LAKE PARK AVE 667 OAKLAND CA 94610 273639013 501(c)(3) 70601 N/A N/A EDUCATIONAL SUPPORT THE KOHALA CENTER PO BOX 437462 KAMUELA HI 96743 990354676 501(c)(3) 175000 N/A N/A EDUCATIONAL SUPPORT THREE MOUNTAIN ALLIANCE FOUNDATION PO BOX 906 VOLCANO HI 96785 472233528 501(C)(3) 305750 N/A N/A EDUCATIONAL SUPPORT ULU AE LEARNING CENTER 1120 KAKALA ST 503 KAPOLEI HI 96707 465123215 501(C)(3) 160702 N/A N/A EDUCATIONAL SUPPORT ULU MAU PUANUI PO BOX 685 KAMUELA HI 96743 272218803 501(C)(3) 120910 N/A N/A EDUCATIONAL SUPPORT ULUHAO O HUALALAI PO BOX 130 HOLUALOA HI 96725 462014974 501(C)(3) 43069 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII 2440 CAMPUS ROAD HONOLULU HI 96822 996000354 GOVT ENTITY 2240093 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII FOUNDATION 2444 DOLE ST 105 HONOLULU HI 96822 990085260 501(C)(3) 1154250 N/A N/A EDUCATIONAL SUPPORT WAIANAE COMMUNITY RE-DEVELOPMENT CORP PO BOX 441 WAIANAE HI 96792 990350803 501(C)(3) 350000 130100 FMV LOAN GUARANTY EDUCATIONAL AND GENERAL SUPPORT WAIKIKI HEALTH 277 OHUA AVE HONOLULU HI 96815 990159253 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT WAIPA FOUNDATION PO BOX 1189 HANALEI HI 96714 990313224 501(C)(3) 441250 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 YOUNG WOMENS CHRISTIAN ASSOCIATION OF OAHU 1040 RICHARDS ST HONOLULU HI 96813 990073534 501(C)(3) 80000 N/A N/A EDUCATIONAL SUPPORT ASSOCIATION OF HAWAIIAN CIVIC CLUBS PO BOX 1135 HONOLULU HI 96807 990242276 501(C)(4) 15000 N/A N/A GENERAL SUPPORT 118 2 SCHOLARSHIPS - PRESCHOOL 1323 9597171 0 N/A N/A SCHOLARSHIPS - K-12 760 5218311 N/A N/A SCHOLARSHIPS - POST-HIGH 2264 13155668 N/A N/A STIPENDS - POST-HIGH 59 75500 N/A N/A FIN. AID - KS STUDENTS PK-12 & SUMMER SCHOOL 7250 27432687 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 false true X X X false false false false false false false true false TIMOTHY DONOHUE CIO 955117 0 1635000 0 2883 0 976607 0 25082 0 3594689 0 0 0 BURTON YUEN MANAGING DIR. - FIN'L ASSETS 637145 0 538751 0 2322 0 48396 0 18760 0 1245374 0 644 0 TIMOTHY SLOTTOW EVP - FINANCE & CFO 637567 0 100000 0 3564 0 47300 0 16617 0 805048 0 0 0 M'LISS MOORE UNTIL 12021 MANAGING DIR. - FIN'L ASSETS 414443 0 324699 0 4943 0 47300 0 9491 0 800876 0 0 0 L JACK WONG CEO 677941 0 0 0 2897 0 47300 0 23252 0 751390 0 0 0 CARA NAKAMURA MANAGING DIR. - FIN'L ASSETS 369066 0 151310 0 540 0 47300 0 26689 0 594905 0 0 0 JON IWATANI MANAGING DIR. - FIN'L ASSETS 366965 0 136052 0 2502 0 46595 0 9159 0 561273 0 0 0 ELIZABETH HOKADA FORMER CIO 663 0 320083 0 136242 0 55925 0 39894 0 552807 0 0 0 HERLING RYAN LEE UNTIL 1020 DIRECTOR - FIN'L ASSETS 277581 0 124738 0 60483 0 41980 0 17224 0 522006 0 0 0 DARREL HOKE EVP - ADMINISTRATION 375468 0 0 0 2327 0 37737 0 22987 0 438519 0 0 0 JOHN KOMEIJI GENERAL COUNSEL & VP 326224 0 0 0 3673 0 16889 0 9120 0 355906 0 0 0 BENJAMIN SALAZAR FORMER INTERIM EVP - FIN & CFO 294610 0 0 0 1292 0 29297 0 21804 0 347003 0 0 0 LAUREN NAHME VP - STRATEGY & TRANSFORMATION 294723 0 0 0 1673 0 29562 0 19610 0 345568 0 0 0 WINONA WHITE FORMER VP - HUMAN RESOURCES 294218 0 0 0 4953 0 30082 0 1587 0 330840 0 0 0 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 271918 0 0 0 1012 0 27577 0 19604 0 320111 0 0 0 M KAHEALANI NAE'OLE-WONG HEAD OF SCHOOL - BIG ISLAND 258152 0 0 0 3861 0 25311 0 1393 0 288717 0 0 0 T KA'EO DUARTE VP-COMMUNITY & AINA RESILIENCE 236409 0 0 0 1126 0 24133 0 18647 0 280315 0 0 0 M WAI'ALE'ALE SARSONA VP - HI'IALO 219814 0 0 0 1092 0 21925 0 23460 0 266291 0 0 0 SHERYL NICHOLSON FORMER INTERIM VP-LEGAL & GC 224772 0 0 0 3901 0 22996 0 9472 0 261141 0 0 0 SCOTT PARKER HEAD OF SCHOOL - MAUI 218975 0 0 0 1065 0 21798 0 7310 0 249148 0 0 0 KEVIN COCKETT VP - COMMUNICATIONS & CCO 202141 0 0 0 561 0 20117 0 20891 0 243710 0 0 0 ELIZABETH CAWREY DIRECTOR - INTERNAL AUDIT 178294 0 36000 0 418 0 17540 0 7870 0 240122 0 0 0 SHELLI KIM FORMER INTERIM HEAD-PRESCHOOLS 190623 0 0 0 993 0 18429 0 9038 0 219083 0 0 0 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 170627 0 0 0 2288 0 17643 0 18105 0 208663 0 0 0 LANCE WILHELM TRUSTEE 202074 0 0 0 0 0 0 0 0 202074 0 0 0 CRYSTAL ROSE TRUSTEE 164427 0 0 0 0 0 0 0 0 164427 0 0 0 MICAH KANE TRUSTEE (UNTIL 6/2021) 161927 0 0 0 0 0 0 0 0 161927 0 0 0 ELLIOT MILLS TRUSTEE 0 0 0 0 0 0 161392 0 0 161392 0 0 0 ROBERT NOBRIGA TRUSTEE 156927 0 0 0 0 0 0 0 0 156927 0 0 0 SCHEDULE J, PART I, LINE 1A AND LINE 1B ONE TRUSTEE WAS PROVIDED FIRST CLASS TRAVEL TO ATTEND A NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS CONFERENCE AND TWO SCHOOL SITE VISITS. THIS WAS 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 (C) KAMEHAMEHA SCHOOLS IS ACCRUING A FUTURE BONUS GUARANTEE FOR ITS CHIEF INVESTMENT OFFICER, TIMOTHY DONOHUE, RATABLY OVER THE SERVICE PERIOD. ALTHOUGH THE BONUS IS STILL SUBJECT TO VESTING AND WILL NOT BE PAID UNTIL OCTOBER 2021, IT MUST BE REPORTED AS DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN (C) IN THE CURRENT YEAR. THE COMPENSATION PLAN IS ALIGNED WITH ENDOWMENT INDUSTRY STANDARDS. JAMIE FONG SEE PART V 94377 SEE PART V false NELSON WONG SEE PART V 83113 SEE PART V false KAWIKA ROSE SEE PART V 107395 SEE PART V false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: JAMIE FONG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JAMIE FONG IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF RANDIE FONG, A FORMER OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $94,377 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO (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 = $83,113 (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 (C) AMOUNT OF TRANSACTION = $107,395 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO FORM 990, PART III, LINE 4A: FOR THE FISCAL YEAR ENDING JUNE 30, 2021 KS SPENT $231 MILLION ON CAMPUS-BASED PROGRAMS, $102 MILLION FOR SCHOLARSHIPS AND COMMUNITY-FOCUSED EDUCATIONAL PROGRAMS, AND $105 MILLION FOR OTHER EDUCATIONAL COSTS - PRIMARILY CAPITAL, DEBT FINANCING, AND SUPPORT SERVICES. EDUCATIONAL SPENDING AND LEARNERS SERVED FOR THIS FISCAL YEAR INCLUDE: *CAMPUSES: A TOTAL OF $231.3 MILLION SERVING 6,857 LEARNERS - PRESCHOOLS: $39.4 MILLION SERVING 1,403 LEARNERS AT 29 PRESCHOOL SITES; - K-12 CAMPUSES: $191.9 MILLION SERVING 5,454 LEARNERS INCLUDING 697 GRADUATES; KS HAWAII (1,176 ENROLLED, 133 GRADUATED); KS MAUI (1,097 ENROLLED, 117 GRADUATED); AND KS KAPALAMA (3,181 ENROLLED, 447 GRADUATED). *SCHOLARSHIPS: $28.2 MILLION DISBURSED TO SERVE 4,246 LEARNERS, INCLUDING: - $9.6 MILLION IN PAUAHI KEIKI SCHOLARSHIPS (EARLY LEARNING) SERVING 1,323 LEARNERS; - $5.2 MILLION IN KIPONA SCHOLARSHIPS (K-12) SERVING 676 LEARNERS; AND - $11 MILLION IN NA HO'OKAMA A PAUAHI SCHOLARSHIPS (POST HIGH) SERVING 1,976 LEARNERS. *FINANCIAL AID: $27.4 MILLION DISBURSED TO SERVE 5,731 LEARNERS, INCLUDING PRESCHOOL AND K-12 CAMPUSES ACROSS THE STATE. *COMMUNITY INVESTING: $32.9 MILLION DISBURSED TO SERVE 27,521 PROGRAM PARTICIPANTS. FOR MORE, INCLUDING A COPY OF KS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR THE FISCAL YEAR 2021, VISIT KSBE.EDU/ANNUAL REPORTS. FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES BRAZIL CHILE CHINA COLOMBIA CZECH REPUBLIC DENMARK EGYPT GREECE HUNGARY ICELAND INDIA INDONESIA IRELAND ISRAEL JAPAN KUWAIT MALAYSIA NIGERIA NORWAY OMAN PERU POLAND PORTUGAL QATAR ROMANIA RUSSIAN FEDERATION SOUTH KOREA SWEDEN TURKEY UNITED ARAB EMIRATES UNITED KINGDOM FORM 990, PART VI, LINE 2: BISHOP HOLDINGS CORPORATION - LANCE WILHELM, ROBERT NOBRIGA, ELLIOT MILLS, MICAH KANE, 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, MICAH KANE, 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, MICAH KANE, AND CRYSTAL ROSE (BUSINESS RELATIONSHIP - PAUAHI MANAGEMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) IN ADDITION, TRUSTEE KANE AND TRUSTEE MILLS HAVE A BUSINESS RELATIONSHIP. 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 EXECUTIVE VICE PRESIDENT OF FINANCE, 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. 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 BEGINNING 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 10,922,606 CUM. EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES (536,554) ------------ TOTAL OTHER CHANGES IN NET ASSETS 10,386,052 FORM 990, PART XII, LINE 2B AND PART IV, LINE 12: THE INDEPENDENTLY AUDITED FINANCIAL STATEMENTS OF KAMEHAMEHA SCHOOLS ARE CONSOLIDATED WITH THOSE OF ITS WHOLLY-OWNED SUBSIDIARIES (E.G. BISHOP HOLDINGS CORPORATION, ETC.) AND THEREFORE NOT ISSUED ON A SEPARATE BASIS. P&C INSURANCE COMPANY LLC 745 FORT STREET HONOLULU HI 96813 990315757 INSURANCE HI 4006109 13755466 KS KALOKO'ELI PROPERTIES LLC 567 S KING ST 200 HONOLULU HI 96813 475464058 REAL ESTATE HI 1425277 23727978 KS KE ALI'I PAUAHI FOUNDATION 567 S KING ST 160 HONOLULU HI 96813 943263044 FUNDRAISING HI 501(C)(3) 12A, I KS true CHARLES REED BISHOP TRUST PO BOX 3466 HONOLULU HI 96801 996005262 SUPPORT ORG. 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