2021-05-13T15:51:36-05:00 2020-06-30 ERNST & YOUNG US LLP 4365 EXECUTIVE DR STE 1600 SAN DIEGO CA 92121 990 2019-07-01 990073480 TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP % LOUIS K ANDERSON TRUS 8085236200 567 S KING STREET SUITE 200 HONOLULU HI 96813 LIVINGSTON SM WONG CEO 8085236200 2021-05-12 JOCELYNE MILLER P00634378 8585357200 2019 2022-09-23 18:48:47Z KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG 567 S KING STREET SUITE 200 HONOLULU HI 96813 8200689024 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 5 3753 4462 12218215 0 166339 528068 41798470 41417045 412448252 401390848 112977927 104808756 567390988 548144717 109302764 109614729 0 0 230075101 231029615 0 0 0 204813437 192632391 544191302 533276735 23199686 14867982 9532300507 9328113656 644554137 599024361 8887746370 8729089295 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 386520685 109614729 45734953 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). 386520685 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 975 0 true 3753 true true true true false false false false false false false false true false X 5 5 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 (AS OF 10/2019) 50.0 1.0 X 2513763 0 4151 ELIZABETH HOKADA CIO (THRU 10/2019) 50.0 1.0 X 1484645 0 66374 BURTON YUEN FORMER KEY EMPLOYEE 50.0 0.0 X 1171356 0 66286 L JACK WONG CEO 50.0 1.0 X 826822 0 72644 TIMOTHY SLOTTOW EVP - FINANCE & CFO 50.0 1.0 X 722019 0 66135 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 716800 0 48390 CARA NAKAMURA DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 468639 0 71627 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 50.0 1.0 X 444878 0 61622 JON IWATANI DIRECTOR - FINANCIAL ASSETS 50.0 1.0 X 455618 0 48813 JEFF HEIDSIECK DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 403925 0 39446 DARREL HOKE EVP - ADMINISTRATION 50.0 1.0 X 365302 0 69382 LAUREN NAHME VP - STRATEGY & TRANSFORMATION 50.0 0.0 X 286659 0 58383 BENJAMIN SALAZAR FORMER INTERIM EVP - FIN & CFO 50.0 1.0 X 278922 0 59319 WINONA WHITE FORMER VP - HUMAN RESOURCES 50.0 0.0 X 296805 0 30745 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 50.0 0.0 X 266994 0 49928 M KAHEALANI NAEOLE-WONG HEAD OF SCHOOL - BIG ISLAND 50.0 0.0 X 256480 0 29991 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 50.0 1.0 X 234043 0 44676 ERIC SONNENBERG VP-LEGAL, GC (THRU 9/2019) 50.0 1.0 X 224643 0 42185 SHERYL NICHOLSON INTERIM VP-LEGAL,GC(9/19-2/20) 50.0 1.0 X 224349 0 31256 M WAI'ALE'ALE SARSONA VP - HI'IALO (AS OF 8/2019) 50.0 0.0 X 205580 0 48020 SCOTT PARKER HEAD OF SCHOOL - MAUI 50.0 0.0 X 215474 0 28912 KEVIN COCKETT VP - COMMUNICATIONS/CCO 50.0 0.0 X 198903 0 40690 JOY KONO FORMER INTERIM VP - ADMIN. 50.0 0.0 X 166382 0 42253 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 50.0 0.0 X 168925 0 36092 SHELLI KIM INT. HEAD-PRESCH. (thru 8/19) 50.0 0.0 X 177886 0 26149 MICAH KANE TRUSTEE 10.0 2.0 X 189304 0 0 LANCE WILHELM TRUSTEE 10.0 2.0 X 182197 0 0 ELLIOT MILLS TRUSTEE 10.0 2.0 X 0 0 174156 ROBERT NOBRIGA TRUSTEE 10.0 2.0 X 164427 0 0 CORBETT KALAMA FORMER TRUSTEE 0.0 0.0 X 89042 0 0 CRYSTAL ROSE TRUSTEE (AS OF 7/2019) 10.0 2.0 X 82885 0 0 JOHN KOMEIJI GEN. COUNSEL & VP(AS OF 02/20) 50.0 1.0 X 0 0 0 12775812 0 1183469 391 true true false UWORKCOM INC 200 WALKER ST SW STE B ATLANTA GA 303131200 WORKFORCE SOLUTIONS 7044988 KIEWIT BUILDING GROUP INC 707 RICHARDS ST STE 750 HONOLULU HI 968134613 CONSTRUCTION SERVICE 6063038 RAM CORPORATION 1717 AKAHI ST 2ND FLR HONOLULU HI 968194265 CONSTRUCTION SERVICE 5448277 S M SAKAMOTO INC 1928 HAU ST HONOLULU HI 968193255 CONSTRUCTION SERVICE 4178066 LAYTON CONSTRUCTION COMPANY LLC 9090 SANDY PKWY SANDY UT 840706409 CONSTRUCTION SERVICE 3746298 171 472320 55748 528068 TUITION 611600 34783683 34783683 STUDENT FEES 611600 6216691 6216691 BOOKSTORE 611600 279855 279855 FOOD SERVICES 611600 79444 79444 INTEREST INCOME 611600 40722 40722 16650 16650 41417045 69945799 10131040 59814759 0 1241146 1241146 246439927 150223000 96216927 0 96216927 96216927 7822150588 11336705 7501424836 617408 320725752 10719297 331445049 331445049 761761 279063 482698 482698 0 0 0 0 0 0 NET PREMIUMS EARNED 524126 3200434 3190040 10394 PARKING 812930 2044011 2044011 STUDENT ACTIVITIES 611600 1127868 1127868 495672 32770 462902 6867985 548144717 45734953 12218215 489663481 38512073 38512073 71102656 71102656 0 0 11464026 1167041 10296985 2264074 2264074 167356105 129590901 37765204 0 13862624 11279273 2583351 22684317 16557225 6127092 13398469 9751494 3646975 435980 105331 330649 4034767 4034767 331541 331541 51592 51592 0 32923665 32923665 29175525 14979257 14196268 508664 45233 463431 6892282 3994857 2897425 9232719 483614 8749105 0 11864208 9524210 2339998 2657414 1888013 769401 0 1097781 809441 288340 10188929 7074410 3114519 0 41777315 37604032 4173283 3460565 2821059 639506 REPAIRS & MAINTENANCE 13025290 11023787 2001503 SUPPLIES 10623844 9616494 1007350 STUDENT EXPENSES 4524699 3055484 1469215 BUSINESS DEVELOPMENT 3526412 1631449 1894963 6299199 3903351 2395848 533276735 386520685 146756050 0 18817 18017 95213887 36703968 0 0 12488294 17062244 0 0 0 0 15971 0 0 0 130284993 130015115 1665153076 835464989 833526582 829688087 1145427737 766763089 7228255001 7456398277 0 0 0 0 87069225 91464859 9532300507 9328113656 67620008 67301176 0 0 159946906 150637523 0 0 0 0 0 0 319119047 287483333 0 0 97868176 93602329 644554137 599024361 X 8887746370 8729089295 0 0 8887746370 8729089295 9532300507 9328113656 X 14867982 -179084021 5558964 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2589 66209 68798 500284272 500353070 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 73517 91969 73741 68798 308025 250000 250000 250000 250000 1000000 1500000 121 0 1551 2589 4261 583000 X X X X false 22350117 2038767 -709601 468373 23210910 20862234 1117421 675351 304889 22350117 19798716 784015 709125 429622 20862234 17322078 1095315 1800604 419281 19798716 17787939 786810 -486997 765674 17322078 0.04000 0.96000 false true true 106475957 106475957 1391866854 769827121 622039733 98774507 65527519 33246988 68035758 110349 67925409 829688087 EQUITY 4667661000 F ABSOLUTE RETURN 2025857000 F REAL ASSETS 443225000 F OTHER 319655277 F 7456398277 0 ACCRUED POST RETIREMENT 67666883 DEFERRED COMPENSATION PLAN 7610801 CAPITAL LEASE 17214469 OTHER LIABILITIES 1110176 93602329 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, 2020 AND 2019, 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 Investments N/A 2780311892 North America Investments N/A 20862683 Sub-Saharan Africa Investments N/A 61309934 East Asia and the Pacific 1 Investments N/A 90094510 Europe (Including Iceland and Greenland) Investments N/A 349739964 Middle East and North Africa Investments N/A 1409793 Russia and the Newly Independent States Investments N/A 2731338 South America Investments N/A 8845784 South Asia 1 Investments N/A 1335088 2 2 3316640986 3316640986 true false true true true true STUDENT ACTIVTY 761761 761761 800 80 5774 46057 226352 0 761761 761761 800 80 5774 46057 226352 279063 482698 true AFTER-SCHOOL ALL-STARS HAWAII 4747 KILAUEA AVENUE HONOLULU HI 96816 274604870 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT AHA PUNANA LEO INC 96 PUUHONU PLACE HILO HI 96720 990226111 501(C)(3) 2304290 N/A N/A EDUCATIONAL SUPPORT AINA MOMONA PO BOX 376 HOOLEHUA HI 96729 821366588 501(C)(3) 20000 N/A N/A EDUCATIONAL SUPPORT AKAULA PRIVATE SCHOOL PO BOX 2098 KAUNAKAKAI HI 96748 562393609 501(C)(3) 131400 N/A N/A EDUCATIONAL SUPPORT ALAKAINA 1600 KAPIOLANI BLVD NO 530 HONOLULU HI 96814 461958390 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT ALU LIKE INC 2969 MAPUNAPUNA PLACE HONOLULU HI 96819 510151095 501(C)(3) 1194263 N/A N/A EDUCATIONAL SUPPORT ASSETS SCHOOL ONE OHANA NUI WAY HONOLULU HI 96818 996001152 501(C)(3) 247841 N/A N/A EDUCATIONAL SUPPORT BASIC IMAGE INC PO BOX 6988 HILO HI 96720 205235008 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT BIG ISLAND SUBSTANCE ABUSE COUNCIL 16-179 MELEKAHIWA ST KEAAU HI 96749 990118043 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT BISHOP MUSEUM 1525 BERNICE ST HONOLULU HI 968172704 996048707 501(c)(3) 100000 N/A N/A EDUCATIONAL SUPPORT BOYS & GIRLS CLUB OF THE BIG ISLAND 100 KAMAKAHONU STREET HILO HI 96720 810575345 501(C)(3) 225000 N/A N/A EDUCATIONAL SUPPORT BOYS & GIRLS CLUB OF HAWAII 345 QUEEN STREET HONOLULU HI 96813 996005407 501(C)(3) 260000 N/A N/A EDUCATIONAL SUPPORT BOYS & GIRLS CLUBS OF MAUI INC 100 KANALOA AVENUE KAHULUI HI 96732 990272347 501(C)(3) 187497 N/A N/A EDUCATIONAL SUPPORT CARING FOR HAWAII NEONATES PO BOX 37182 HONOLULU HI 96837 813745026 501(C)(3) 20000 N/A N/A EDUCATIONAL SUPPORT CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVENUE HONOLULU HI 96816 990272261 501(C)(3) 2456947 N/A N/A EDUCATIONAL SUPPORT CONSORTIUM FOR HAWAII ECO ENGINEERING EDU 2040 BACHELOT ST HONOLULU HI 96817 990353084 501(C)(3) 300000 N/A N/A EDUCATIONAL SUPPORT COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT 2149 KAUWILIWILI ST STE 200 KAPOLEI HI 96707 910313383 501(C)(3) 90000 N/A N/A EDUCATIONAL SUPPORT DEPARTMENT OF EDUCATION PO BOX 2360 HONOLULU HI 96804 990266482 GOVT ENTITY 1240800 N/A N/A EDUCATIONAL SUPPORT FRIENDS OF THE FUTURE PO BOX 2655 KAMUELA HI 96743 990296604 501(C)(3) 125000 N/A N/A EDUCATIONAL SUPPORT FRIENDS OF THE LEEWARD COAST PCS 92-1480 ALIINUI DRIVE KAPOLEI HI 96707 200090779 501(C)(3) 1072500 N/A N/A EDUCATIONAL SUPPORT HAWAII FARMERS UNION FOUNDATION PO BOX 443 MAKAWAO HI 96768 475653259 501(C)(3) 127500 N/A N/A EDUCATIONAL SUPPORT HAWAII FOREST INDUSTRY ASSOCIATION PO BOX 66 OOKALA HI 96774 990279337 501(C)(6) 291500 N/A N/A EDUCATIONAL SUPPORT HAWAII MAOLI PO BOX 3866 HONOLULU HI 96812 943274865 501(C)(3) 7240 N/A N/A EDUCATIONAL SUPPORT HAWAII PUBLIC TELEVISION FOUNDATION 315 SAND ISLAND ACCESS ROAD HONOLULU HI 96819 990334518 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT HAWAII RISE FOUNDATION 11 SILVA STREET HILO HI 96720 821596718 501(C)(3) 486141 N/A N/A EDUCATIONAL SUPPORT HOAAINA O MAKAHA 84-766 LAHAINA ST WAIANAE HI 96792 990292820 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT HOOKAKOO CORPORATION 1360 S BERETANIA ST SUITE 202 HONOLULU HI 96814 760717301 501(C)(3) 1730400 N/A N/A EDUCATIONAL SUPPORT HOOKUAAINA PO BOX 342146 KAILUA HI 96734 452517616 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT HOOULU LAHUI 14-5322 KAIMU KAPOHO RD PAHOA HI 96778 990323345 501(C)(3) 446700 N/A N/A EDUCATIONAL SUPPORT HUI MAKAAINANA O MAKANA PO BOX 1225 HANALEI HI 96714 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501(C)(3) 542500 N/A N/A EDUCATIONAL SUPPORT KA HULI O HALOA PO BOX 1159 KANEOHE HI 96744 753115246 501(C)(3) 232500 N/A N/A EDUCATIONAL SUPPORT KAALA FARM INC PO BOX 630 WAIANAE HI 96792 990242181 501(C)(3) 75000 N/A N/A EDUCATIONAL SUPPORT KAI LOA INC 46-500 KUNEKI STREET KANEOHE HI 96744 201362545 501(C)(3) 249350 N/A N/A EDUCATIONAL SUPPORT KAKOO OIWI 46-005 KAWA ST STE 104 KANEOHE HI 96744 571236490 501(C)(3) 113170 N/A N/A EDUCATIONAL SUPPORT KANAKA AUPUNI A NIIHAU ALOHA PO BOX 74 KEKAHA HI 96752 203044246 501(C)(3) 157500 N/A N/A EDUCATIONAL SUPPORT KANU I KA PONO INC 4333 KUKUIHALE ROAD PO BOX 12 ANAHOLA HI 96703 990347359 501(C)(3) 437250 N/A N/A EDUCATIONAL SUPPORT KANU O KA AINA LEARNING OHANA PO BOX 6511 KAMUELA HI 96743 990352665 501(C)(3) 1055825 N/A N/A EDUCATIONAL SUPPORT KAUAHEA INC PO BOX 966 WAILUKU HI 96793 990314456 501(C)(3) 60000 N/A N/A EDUCATIONAL SUPPORT KAUAI PLANNING & ACTION ALLIANCE 2959 UMI ST STE 201 LIHUE HI 96766 201579949 501(C)(3) 140000 N/A N/A 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150000 N/A N/A EDUCATIONAL SUPPORT MALAMA HONUA PUBLIC CHARTER SCHOOL FDN 41-054 EHUKAI STREET WAIMANALO HI 96795 465734248 501(C)(3) 340675 N/A N/A EDUCATIONAL SUPPORT MALAMA HULEIA PO BOX 662092 LIHUE HI 96766 471610214 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT MALAMA LEARNING CENTER PO BOX 1662 HONOLULU HI 96806 200442056 501(C)(3) 380000 N/A N/A EDUCATIONAL SUPPORT MALAMA LOKO EA FOUNDATION 62-540B KAMEHAMEHA HWY HALEIWA HI 96712 271307663 501(C)(3) 301500 N/A N/A EDUCATIONAL SUPPORT MAUI ECONOMIC DEVELOPMENT BOARD 1305 N HOLOPONO ST 1 KIHEI HI 96753 990226377 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT MAUI FAMILY SUPPORT SERVICES INC 1844 WILI PA LOOP WAILUKU HI 96793 990208152 501(C)(3) 60000 N/A N/A EDUCATIONAL SUPPORT MOLOKAI COMMUNITY SERVICE COUNCIL PO BOX 2047 KAUNAKAKAI HI 96748 237426312 501(C)(3) 30000 N/A N/A EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT NA KALAI WAA PO BOX 748 KAMUELA HI 967439705 990304846 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT NALUKAI FOUNDATION 65-1158 MAMALAHOA HWY STE 8A KAMUELA HI 96743 461377090 501(C)(3) 65000 N/A N/A EDUCATIONAL SUPPORT NATIONAL PACIFIC AMERICAN LEADERSHIP 8701 MADRONA LN EDMONDS WA 98026 272053447 501(C)(3) 25000 N/A N/A EDUCATIONAL SUPPORT NATIVE NATIONS EDUCATION FOUNDATION PO BOX 4278 HILO HI 96720 481307077 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT PAEPAE O HEEIA PO BOX 6355 46-077 IPUKA ST KANEOHE HI 96744 710903791 501(C)(3) 381500 N/A N/A EDUCATIONAL SUPPORT PAPA KU MANA 2101 MAKIKI HEIGHTS DR HONOLULU HI 96822 472189065 501(C)(3) 233600 N/A N/A EDUCATIONAL SUPPORT PAPAHANA KUAOLA 46-403 HAIKU ROAD KANEOHE HI 96744 202565007 501(C)(3) 503500 N/A N/A EDUCATIONAL SUPPORT PAPAKOLEA COMMUNITY DEVELOPMENT CORPORATION 2150 TANTALUS DR HONOLULU HI 96813 912074211 501(C)(3) 169844 N/A N/A EDUCATIONAL SUPPORT PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 943271325 501(C)(3) 2236178 N/A N/A EDUCATIONAL SUPPORT POLYNESIAN VOYAGING SOCIETY 10 SAND ISLAND PARKWAY HONOLULU HI 96819 237302232 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT PROJECT VISION HAWAII PO BOX 23212 HONOLULU HI 96823 272831637 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT PURPLE MAIA FOUNDATION 98-1277 KAAHUMANU ST AIEA HI 96701 464326249 501(C)(3) 120000 N/A N/A EDUCATIONAL SUPPORT ST ANDREWS SCHOOL 224 QUEEN EMMA SQUARE HONOLULU HI 96813 990073525 501(C)(3) 761000 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 ST MARK LUTHERAN CHURCH & SCHOOL 45-725 KAMEHAMEHA HWY KANEOHE HI 96744 990090474 501(C)(3) 160000 N/A N/A EDUCATIONAL SUPPORT SUPPORTING THE LANGUAGE OF KAUAI 3-1821J KAUMUALII HWY LIHUE HI 96766 204088998 501(C)(3) 338025 N/A N/A EDUCATIONAL SUPPORT SURFRIDER FOUNDATION PO BOX 73550 SAN CLEMENTE CA 92673 953941826 501(C)(3) 25000 N/A N/A EDUCATIONAL SUPPORT THE KOHALA CENTER PO BOX 437462 KAMUELA HI 96743 990354676 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT THREE MOUNTAIN ALLIANCE FOUNDATION PO BOX 906 VOLCANO HI 96785 472233528 501(C)(3) 301500 N/A N/A EDUCATIONAL SUPPORT ULU AE LEARNING CENTER 1120 KAKALA ST 503 KAPOLEI HI 96707 465123215 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT ULU MAU PUANUI PO BOX 685 KAMUELA HI 96743 272218803 501(C)(3) 133500 N/A N/A EDUCATIONAL SUPPORT ULUHAO O HUALALAI PO BOX 130 HOLUALOA HI 96725 462014974 501(C)(3) 41819 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII 2440 CAMPUS ROAD HONOLULU HI 96822 996000354 GOVT ENTITY 2525568 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII FOUNDATION 2444 DOLE STREET 105 HONOLULU HI 96822 990085260 501(C)(3) 1358920 N/A N/A EDUCATIONAL SUPPORT VARIETY SCHOOL OF HAWAII 710 PALEKAUA ST HONOLULU HI 96816 990105604 501(C)(3) 35000 N/A N/A EDUCATIONAL SUPPORT WAIANAE COMMUNITY RE-DEVELOPMENT CORP PO BOX 441 WAIANAE HI 96792 990350803 501(C)(3) 400000 N/A N/A EDUCATIONAL SUPPORT WAIKIKI HEALTH 277 OHUA AVE HONOLULU HI 96815 990159253 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT WAIPA FOUNDATION PO BOX 1189 HANALEI HI 96714 990313224 501(C)(3) 447500 N/A N/A EDUCATIONAL SUPPORT WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99251 910473310 501(C)(3) 564300 N/A N/A EDUCATIONAL SUPPORT WILCOX MEMORIAL HOSPITAL 3-3420 KUHIO HIGHWAY LIHUE HI 96766 990074365 501(c)(3) 10000 N/A N/A EDUCATIONAL SUPPORT KE ALII PAUAHI FOUNDATION 567 SOUTH KING STREET SUITE 1 HONOLULU HI 96813 943263044 501(C)(3) 1020000 N/A N/A EDUCATIONAL SUPPORT HI SHARE 3571 MANOA RD HONOLULU HI 96822 832046210 501(C)(3) 25000 N/A N/A GENERAL SUPPORT COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT 2149 LAUWILIWILI ST 200 KAPOLEI HI 96707 910313383 501(C)(3) 20000 N/A N/A GENERAL SUPPORT ASSOCIATION OF HAWAIIAN CIVIC CLUBS PO BOX 1135 HONOLULU HI 96807 990242276 501(C)(4) 20000 N/A N/A GENERAL SUPPORT PAI FOUNDATION PO BOX 17483 HONOLULU HI 96817 990354949 501(C)(3) 9000 N/A N/A GENERAL SUPPORT ASIAN & PACIFIC ISLANDER AM HEALTH FORUM 1 KAISER PLAZA STE 850 OAKLAND CA 94612 943030866 501(C)(3) 6000 N/A N/A GENERAL SUPPORT 107 2 SCHOLARSHIPS - PRESCHOOL 2541 17727801 N/A N/A SCHOLARSHIPS - K-12 837 5873826 N/A N/A SCHOLARSHIPS - POST-HIGH 2260 14592035 N/A N/A STIPENDS - POST-HIGH 76 227640 N/A N/A FIN AID - KS STUDENTS PK-12 & SUMMER SCHOOL 8602 32681354 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. THE POST-HIGH SCHOLARSHIP RECIPIENTS ARE ALSO ASSIGNED A COUNSELOR DEDICATED TO SUPPORT THEM TOWARDS A BACHELOR'S DEGREE. (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 X X X false false false false false false false true false TIMOTHY DONOHUE CIO (AS OF 10/2019) 146439 0 2152034 0 215290 0 0 0 4151 0 2517914 0 0 0 ELIZABETH HOKADA CIO (THRU 10/2019) 758340 0 722016 0 4289 0 46300 0 20074 0 1551019 0 27677 0 BURTON YUEN FORMER KEY EMPLOYEE 621738 0 547159 0 2459 0 45633 0 20653 0 1237642 0 27249 0 L JACK WONG CEO 658835 0 165178 0 2809 0 46300 0 26344 0 899466 0 0 0 TIMOTHY SLOTTOW EVP - FINANCE & CFO 618520 0 100000 0 3499 0 46300 0 19835 0 788154 0 0 0 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 408936 0 303221 0 4643 0 46300 0 2090 0 765190 0 0 0 CARA NAKAMURA DIRECTOR - FINANCIAL ASSETS 334719 0 133390 0 530 0 40752 0 30875 0 540266 0 0 0 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 316644 0 127287 0 947 0 37719 0 23903 0 506500 0 0 0 JON IWATANI DIRECTOR - FINANCIAL ASSETS 324690 0 128523 0 2405 0 37332 0 11481 0 504431 0 0 0 JEFF HEIDSIECK DIRECTOR - FINANCIAL ASSETS 286582 0 114312 0 3031 0 38205 0 1241 0 443371 0 0 0 DARREL HOKE EVP - ADMINISTRATION 364078 0 0 0 1224 0 42715 0 26667 0 434684 0 0 0 LAUREN NAHME VP - STRATEGY & TRANSFORMATION 285082 0 0 0 1577 0 35204 0 23179 0 345042 0 0 0 BENJAMIN SALAZAR FORMER INTERIM EVP - FIN & CFO 277714 0 0 0 1208 0 29795 0 29524 0 338241 0 0 0 WINONA WHITE FORMER VP - HUMAN RESOURCES 288081 0 5000 0 3724 0 29223 0 1522 0 327550 0 0 0 TARAN CHUN HEAD OF SCHOOL - KAPALAMA 266034 0 0 0 960 0 27725 0 22203 0 316922 0 0 0 M KAHEALANI NAEOLE-WONG HEAD OF SCHOOL - BIG ISLAND 252695 0 0 0 3785 0 28659 0 1332 0 286471 0 0 0 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 232965 0 0 0 1078 0 23615 0 21061 0 278719 0 0 0 ERIC SONNENBERG VP-LEGAL, GC (THRU 9/2019) 209547 0 0 0 15096 0 26670 0 15515 0 266828 0 0 0 SHERYL NICHOLSON INTERIM VP-LEGAL,GC(9/19-2/20) 221687 0 0 0 2662 0 20077 0 11179 0 255605 0 0 0 M WAI'ALE'ALE SARSONA VP - HI'IALO (AS OF 8/2019) 204555 0 0 0 1025 0 21095 0 26925 0 253600 0 0 0 SCOTT PARKER HEAD OF SCHOOL - MAUI 214282 0 0 0 1192 0 20984 0 7928 0 244386 0 0 0 KEVIN COCKETT VP - COMMUNICATIONS/CCO 198373 0 0 0 530 0 16525 0 24165 0 239593 0 0 0 JOY KONO FORMER INTERIM VP - ADMIN. 157647 0 7000 0 1735 0 16955 0 25298 0 208635 0 0 0 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 167328 0 0 0 1597 0 17107 0 18985 0 205017 0 0 0 SHELLI KIM INT. HEAD-PRESCH. (thru 8/19) 177038 0 0 0 848 0 15568 0 10581 0 204035 0 0 0 MICAH KANE TRUSTEE 189304 0 0 0 0 0 0 0 0 0 189304 0 0 0 LANCE WILHELM TRUSTEE 182197 0 0 0 0 0 0 0 0 0 182197 0 0 0 ELLIOT MILLS TRUSTEE 0 0 0 0 0 0 174156 0 0 0 174156 0 0 0 ROBERT NOBRIGA TRUSTEE 164427 0 0 0 0 0 0 0 0 0 164427 0 0 0 CORBETT KALAMA FORMER TRUSTEE 89042 0 0 0 0 0 0 0 0 0 89042 0 0 0 SCHEDULE J, PART I, LINE 1A AND LINE 1B THREE TRUSTEES WERE PROVIDED FIRST CLASS TRAVEL TO CALIFORNIA IN ORDER TO ATTEND AN INVESTMENT ADVISORY COMMITEE MEETING. THIS WAS NOT TREATED AS TAXABLE COMPENSATION TO THESE INDIVIDUALS. 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, COLUMNS (B)(II) AND (B)(III) IN ACCORDANCE WITH STANDARD INDUSTRY PRACTICE, TIMOTHY DONOHUE RECEIVED A ONE-TIME LUMP SUM SIGNING BONUS ON DATE OF HIRE WHICH REFLECTED THE UNPAID DEFERRED BONUS PAYMENTS THAT HE WOULD HAVE RECEIVED FROM HIS PRIOR EMPLOYER BUT RELINQUISHED BY ACCEPTING EMPLOYMENT AS CIO WITH KS. THE AMOUNT REPORTED IN COLUMN (B)(II) SOLELY REFLECTS THIS PAYMENT. TIMOTHY DONOHUE RECEIVED A ONE-TIME LUMP SUM AMOUNT OF $215,000, AS AN ALLOWANCE FOR TRANSITIONAL ASSISTANCE IN RELOCATING FROM CONNECTICUT TO HAWAII. JAMIE FONG SEE PART V 93254 SEE PART V false NELSON WONG SEE PART V 76968 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 = $93,254 (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 = $76,968 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO FORM 990, PART III, LINE 4A: IN THE FIFTH AND FINAL YEAR OF OUR 2015-2020 STRATEGIC PLAN (SP2020), KAMEHAMEHA SCHOOLS (KS) CONTINUED TO BUILD A STRONG FOUNDATION FOR LONG-TERM IMPACT WHILE ALSO RAPIDLY ADAPTING TO THE UNEXPECTED IMPACT OF COVID-19. FOR THE FISCAL YEAR ENDING JUNE 30, 2020, KS HAD A TOTAL EDUCATIONAL SPEND OF $456 MILLION. EDUCATIONAL SPEND CONSISTS OF $224 MILLION FOR CAMPUS-BASED PROGRAMS, $125 MILLION FOR SCHOLARSHIPS AND COMMUNITY-FOCUSED PROGRAMS, AND $107 MILLION FOR OTHER EDUCATIONAL COSTS - PRIMARILY CAPITAL, DEBT FINANCING, AND SUPPORT SERVICES. EDUCATIONAL SPEND AND LEARNERS SERVED FOR THIS FISCAL YEAR INCLUDE: *CAMPUSES: $224.2 MILLION SERVING 7,049 LEARNERS -PRESCHOOLS: $36.5 MILLION SERVING 1,618 LEARNERS AT 29 PRESCHOOL SITES. -K-12: $187.7 MILLION SERVING 5,431 LEARNERS INCLUDING 683 GRADUATES; KS HAWAI'I (1,147 ENROLLED, 139 GRADUATED), KS MAUI (1,074 ENROLLED, 108 GRADUATED) AND KS KAPALAMA (3,210 ENROLLED, 436 GRADUATED). *FINANCIAL AID: $32.4 MILLION SERVING 5,695 LEARNERS AT KS PRESCHOOLS AND K-12 CAMPUSES. *SCHOLARSHIPS: $38.7 MILLION DISBURSED TO SERVE 5,714 LEARNERS, INCLUDING $17.7 MILLION IN PAUAHI KEIKI SCHOLARSHIPS TO 2,541 LEARNERS, $5.6 MILLION IN KIPONA SCHOLARSHIPS TO 760 LEARNERS, AND $14.9 MILLION IN POST-HIGH SCHOLARSHIPS TO 2,413 LEARNERS. *COMMUNITY EDUCATION: $47.3 MILLION TO SERVE 12,750 LEARNERS. *COMMUNITY INVESTING: $36.8 MILLION DISBURSED TO 103 EDUCATIONAL AND COMMUNITY ORGANIZATONS THROUGH OUR EFFORTS SERVING 44,161 PROGRAM PARTICIPANTS. *INNOVATION: $2.1 MILLION DISBURSED TO 15 ORGANIZATIONS. FOR MORE INFORMATION, INCLUDING A COPY OF KAMEHAMEHA SCHOOLS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR FISCAL YEAR 2020, VISIT KSBE.EDU/ANNUALREPORTS. 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 TAIWAN 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) 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. 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 VII LINE 1A, VP - HI'IALO: WAI'ALE'ALE SARSONA BECAME THE NEWEST VICE PRESIDENT WHEN A NEW DIVISION, HI'IALO, WAS CREATED IN AUGUST 2019. THE NA KULA KAMALI'I (KS PRESCHOOLS) AND KEALAIWIKUAMO'O GROUPS NOW COMPRISE THE HI'IALO DIVISION. SHELLI KIM ACCEPTED THE REGULAR (NO LONGER INTERIM) HEAD OF PRESCHOOLS POSITION IN AUGUST 2019 AND NOW REPORTS TO THE VP - HI'IALO. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARIES (4,897,669) CUM. EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES 10,456,633 ------------ TOTAL OTHER CHANGES IN NET ASSETS 5,558,964 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 3473363 13296706 KS KALOKO'ELI PROPERTIES LLC 567 S KING ST 200 HONOLULU HI 96813 475464058 REAL ESTATE HI 1643161 23953440 KS KE ALI'I PAUAHI FOUNDATION 567 S KING ST 160 HONOLULU HI 96813 943263044 FUNDRAISING HI 501(C)(3) 12 I KS true CHARLES REED BISHOP TRUST PO BOX 3466 HONOLULU HI 96801 996005262 SUPPORT ORG. 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