TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP (EIN 99-0073480)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-13
IRS object ID: 201931339349304273
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-13T12:42:10-05:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4365 EXECUTIVE DR STE 1600	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92121	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	990073480	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE TRUSTEES OF THE ESTATE OF BERNICE PAUAHI	BusinessNameLine1Txt
Business Name Line2	BISHOP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% LOUIS K ANDERSON	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	8085236200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	567 S KING STREET STE 200	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LIVINGSTON SM WONG	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	8085236200	PhoneNum
Signature	2019-05-10	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOCELYNE MILLER	PreparerPersonNm
PTIN	P00634378	PTIN
Phone	8585357200	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	164.57.159.254	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	33577420191335000006	FederalOriginalSubmissionId
Federal Original Submission Id	2019-05-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7D319CAA377E2C39961DD3CE78D69056D3793899	AtSubmissionCreationDeviceId
At Submission Filing Device Id	CBBDC42840D8014E8353DD16D453BA683ED30307	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	KAMEHAMEHA SCHOOLS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	LIVINGSTON SM WONG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	567 S KING STREET STE 200	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,017,629,038	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.KSBE.EDU	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1885	FormationYr
Legal Domicile State	HI	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	3921	TotalEmployeeCnt
Total Volunteers	4749	TotalVolunteersCnt
Total Gross UBI	$6,970,215	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$113,805	PYContributionsGrantsAmt
CY Contributions Grants	$76,762	CYContributionsGrantsAmt
PY Program Service Revenue	$38,532,406	PYProgramServiceRevenueAmt
CY Program Service Revenue	$40,084,862	CYProgramServiceRevenueAmt
PY Investment Income	$446,922,408	PYInvestmentIncomeAmt
CY Investment Income	$253,251,076	CYInvestmentIncomeAmt
PY Other Revenue	$117,641,721	PYOtherRevenueAmt
CY Other Revenue	$115,103,023	CYOtherRevenueAmt
PY Total Revenue	$603,210,340	PYTotalRevenueAmt
CY Total Revenue	$408,515,723	CYTotalRevenueAmt
PY Grants And Similar Paid	$87,549,207	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$95,373,635	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$207,544,502	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$223,158,041	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$191,087,675	PYOtherExpensesAmt
CY Other Expenses	$282,722,756	CYOtherExpensesAmt
PY Total Expenses	$486,181,384	PYTotalExpensesAmt
CY Total Expenses	$601,254,432	CYTotalExpensesAmt
PY Revenues Less Expenses	$117,028,956	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$192,738,709	CYRevenuesLessExpensesAmt
Total Assets BOY	$9,173,817,006	TotalAssetsBOYAmt
Total Assets EOY	$9,460,044,773	TotalAssetsEOYAmt
Total Liabilities BOY	$610,252,347	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$648,452,380	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$8,563,564,659	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$8,811,592,393	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$430,149,005	ExpenseAmt
Grant	$95,373,635	GrantAmt
Revenue	$44,957,836	RevenueAmt
Desc	KAMEHAMEHA SCHOOLS WAS ESTABLISHED UNDER THE WILL AND CODICILS OF BERNICE PAUAHI BISHOP 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).	Desc
Total Program Service Expenses	$430,149,005	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	949	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3921	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	LOUIS K ANDERSON	PersonNm
Phone	8085236200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	567 S KING STREET SUITE 200	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96813	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICAH KANE
TRUSTEE	10.0	2.0	Yes (X)	$181,069	$0	$0
LANCE WILHELM
TRUSTEE	10.0	2.0	Yes (X)	$160,799	$0	$0
ROBERT NOBRIGA
TRUSTEE	10.0	2.0	Yes (X)	$160,799	$0	$0
CORBETT KALAMA
TRUSTEE	10.0	2.0	Yes (X)	$185,299	$0	$0
ELLIOT MILLS
TRUSTEE (EFF. 10/17)	10.0	2.0	Yes (X)	$0	$0	$56,731
L JACK WONG
CEO	50.0	1.0		$764,006	$0	$68,954	Yes (X)
DARREL HOKE
EVP - ADMINISTRATION	50.0	1.0		$349,480	$0	$34,074	Yes (X)
KEVIN COCKETT
VP - COMMUNICATIONS/CCO	50.0	0.0		$199,746	$0	$37,178	Yes (X)
T KA'EO DUARTE
VP-COMM. ENGAGEMNT & RESOURCES	50.0	0.0		$228,596	$0	$39,857	Yes (X)
LAUREN NAHME
VP - STRATEGY & INNOVATION	50.0	0.0		$247,833	$0	$46,714	Yes (X)
BENJAMIN SALAZAR
INT EVP-FIN & CFO (THRU 3/18)	50.0	1.0		$290,454	$0	$56,112	Yes (X)
ERIC SONNENBERG
VP - LEGAL SVS & GEN. COUNSEL	50.0	1.0		$282,638	$0	$49,172	Yes (X)
DR R HOLOUA STENDER
EVP - EDUCATION (THRU 1/18)	50.0	0.0		$345,888	$0	$55,902	Yes (X)
M KAHEALANI NAEOLE-WONG
INTERIM EVP-EDUC (EFF 1-3/18)	50.0	0.0		$236,889	$0	$24,137	Yes (X)
TIMOTHY SLOTTOW
EVP-FINANCE & CFO (EFF 3/18)	50.0	0.0		$0	$0	$0	Yes (X)
DUSTIN CLEVENGER
DIR-INTERNAL AUDIT (THRU 4/18)	50.0	0.0		$215,829	$0	$45,463		Yes (X)
ELIZABETH HOKADA
CHIEF INVESTMENT OFFICER	50.0	1.0		$1,027,731	$0	$119,223		Yes (X)
JON IWATANI
DIRECTOR - FINANCIAL ASSETS	50.0	1.0		$376,153	$0	$47,416			Yes (X)
HERLING RYAN LEE
DIRECTOR - FINANCIAL ASSETS	50.0	1.0		$367,694	$0	$60,574			Yes (X)
M'LISS MOORE
MANAGING DIR. - FIN'L ASSETS	50.0	0.0		$501,230	$0	$46,184			Yes (X)
CARA NAKAMURA
DIRECTOR - FINANCIAL ASSETS	50.0	0.0		$407,597	$0	$49,826			Yes (X)
JEFF HEIDSIECK
DIRECTOR - FINANCIAL ASSETS	50.0	0.0		$307,015	$0	$27,645			Yes (X)
SCOTT TOPPING
FMR EVP-FIN & CFO (THRU 5/17)	0.0	0.0		$176,382	$0	$46,941				Yes (X)
M WAI'ALE'ALE SARSONA
FMR INTERIM VP-STRATEGIC PLNG	50.0	0.0		$179,360	$0	$43,942				Yes (X)
WINONA WHITE
FORMER VP - HUMAN RESOURCES	50.0	0.0		$273,403	$0	$27,513				Yes (X)
JOY KONO
FORMER INTERIM VP - ADMIN.	50.0	0.0		$150,309	$0	$40,323				Yes (X)
RANDIE FONG
FORMER VP-HI CULTURAL AFFAIRS	50.0	0.0		$157,490	$0	$33,910				Yes (X)
BURTON YUEN
FORMER KEY EMPLOYEE	50.0	0.0		$791,342	$0	$117,705				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,565,031	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,175,496	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	282	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
KIEWIT BUILDING GROUP
707 RICHARDS ST STE 750	HONOLULU	HI	968134613	CONSTRUCTION SERVICE	$7,145,478
ISEMOTO CONTRACTING CO LTD
648 PIILANI STREET	HILO	HI	96720	CONSTRUCTION SERVICE	$6,592,991
HAWAIIAN DREDGING CONSTRUCTION COMP
PO BOX 4088	HONOLULU	HI	968124088	CONSTRUCTION SERVICE	$3,312,071
YAMADA PAINT CONTRACTING DBA GW CON
16-212 MELEKAHIWA PL	KEEAU	HI	967498018	CONSTRUCTION SERVICE	$2,970,261
SWINERTON BUILDERS
1003 BISHOP ST PAUAHI TOWER 1340	HONOLULU	HI	96813	CONSTRUCTION SERVICE	$2,810,351

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	163	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$76,762	AllOtherContributionsAmt
Total Contributions	$76,762	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION	611600	$31,808,896	$31,808,896
STUDENT FEES	611600	$7,578,400	$7,578,400
BOOKSTORE	611600	$391,954	$391,954
FOOD SERVICES	611600	$199,849	$199,849
INTEREST INCOME	611600	$89,123	$89,123

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,640	TotalRevenueColumnAmt
Related Or Exempt Func Income	$16,640	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$40,084,862	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$86,854,308	TotalRevenueColumnAmt
Unrelated Business Revenue	$4,756,631	UnrelatedBusinessRevenueAmt
Exclusion	$82,097,677	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$504,232	TotalRevenueColumnAmt
Exclusion	$504,232	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$229,637,926	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$123,554,819	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$106,083,107	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$106,083,107	TotalRevenueColumnAmt
Exclusion	$106,083,107	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,642,434,635	SecuritiesAmt
Other	$9,206,511	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,484,736,768	SecuritiesAmt
Other	$507,610	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$157,697,867	SecuritiesAmt
Other	$8,698,901	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$166,396,768	TotalRevenueColumnAmt
Exclusion	$166,396,768	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$834,854	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$314,118	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$520,736	TotalRevenueColumnAmt
Exclusion	$520,736	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PREMIUMS EARNED	524126	$3,072,680	$3,065,911	$6,769
STUDENT ACTIVITIES	611600	$1,807,063	$1,807,063
PARKING	812930	$2,179,565		$2,179,565

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$935,640	TotalRevenueColumnAmt
Unrelated Business Revenue	$27,250	UnrelatedBusinessRevenueAmt
Exclusion	$908,390	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,994,948	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$408,515,723	TotalRevenueColumnAmt
Related Or Exempt Func Income	$44,957,836	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,970,215	UnrelatedBusinessRevenueAmt
Exclusion	$356,510,910	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$33,511,498	TotalAmt
Program Services	$33,511,498	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$61,862,137	TotalAmt
Program Services	$61,862,137	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,347,189	TotalAmt
Program Services	$566,766	ProgramServicesAmt
Management And General	$3,780,423	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$3,066,448	TotalAmt
Management And General	$3,066,448	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$161,568,306	TotalAmt
Program Services	$117,769,656	ProgramServicesAmt
Management And General	$43,798,650	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$15,559,543	TotalAmt
Program Services	$10,896,198	ProgramServicesAmt
Management And General	$4,663,345	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,577,968	TotalAmt
Program Services	$18,612,294	ProgramServicesAmt
Management And General	$7,965,674	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,038,587	TotalAmt
Program Services	$8,430,506	ProgramServicesAmt
Management And General	$3,608,081	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$429,955	TotalAmt
Program Services	$102,052	ProgramServicesAmt
Management And General	$327,903	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,779,065	TotalAmt
Management And General	$4,779,065	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$337,581	TotalAmt
Management And General	$337,581	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$87,980	TotalAmt
Management And General	$87,980	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$37,715,764	TotalAmt
Management And General	$37,715,764	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$34,711,031	TotalAmt
Program Services	$14,618,831	ProgramServicesAmt
Management And General	$20,092,200	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$467,933	TotalAmt
Program Services	$86,601	ProgramServicesAmt
Management And General	$381,332	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,074,569	TotalAmt
Program Services	$3,329,867	ProgramServicesAmt
Management And General	$4,744,702	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$13,215,284	TotalAmt
Program Services	$629,830	ProgramServicesAmt
Management And General	$12,585,454	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,941,997	TotalAmt
Program Services	$9,163,742	ProgramServicesAmt
Management And General	$2,778,255	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,519,343	TotalAmt
Program Services	$2,762,998	ProgramServicesAmt
Management And General	$1,756,345	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,505,376	TotalAmt
Program Services	$1,088,666	ProgramServicesAmt
Management And General	$416,710	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,092,428	TotalAmt
Program Services	$6,699,238	ProgramServicesAmt
Management And General	$3,393,190	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$41,351,841	TotalAmt
Program Services	$36,715,168	ProgramServicesAmt
Management And General	$4,636,673	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,094,646	TotalAmt
Program Services	$2,252,689	ProgramServicesAmt
Management And General	$841,957	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SETTLEMENTS	$67,650,000	$67,650,000
REPAIRS & MAINTENANCE	$15,939,836	$13,067,178	$2,872,658
SUPPLIES	$11,162,518	$9,655,887	$1,506,631
STUDENT EXPENSES	$5,531,446	$3,395,955	$2,135,491

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,114,163	TotalAmt
Program Services	$7,281,248	ProgramServicesAmt
Management And General	$2,832,915	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$601,254,432	TotalAmt
Program Services	$430,149,005	ProgramServicesAmt
Management And General	$171,105,427	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$18,917	BOYAmt
EOY	$18,817	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$51,406,101	BOYAmt
EOY	$141,551,528	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,083,226	BOYAmt
EOY	$34,343,976	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$97,022	BOYAmt
EOY	$18,734	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$123,852,292	BOYAmt
EOY	$130,627,887	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,581,215,670	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$725,791,257	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$868,600,981	BOYAmt
EOY	$855,424,413	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,736,338,180	BOYAmt
EOY	$1,302,387,951	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$6,276,511,779	BOYAmt
EOY	$6,912,970,633	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$98,908,508	BOYAmt
EOY	$82,700,834	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,173,817,006	BOYAmt
EOY	$9,460,044,773	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$76,573,379	BOYAmt
EOY	$155,604,326	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$174,438,949	BOYAmt
EOY	$162,669,463	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$244,904,762	BOYAmt
EOY	$230,119,047	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$114,335,257	BOYAmt
EOY	$100,059,544	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$610,252,347	BOYAmt
EOY	$648,452,380	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,563,564,659	BOYAmt
EOY	$8,811,592,393	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,563,564,659	BOYAmt
EOY	$8,811,592,393	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,173,817,006	BOYAmt
EOY	$9,460,044,773	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$192,738,709	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$431,923,180	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$8,843,263	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$91,969	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$91,969	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$601,162,736	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$601,254,705	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$46,277	CurrentYearMinus3Amt
Current Year Minus2	$63,727	CurrentYearMinus2Amt
Current Year Minus1	$73,517	CurrentYearMinus1Amt
Current Year	$91,969	CurrentYearAmt
Total	$275,490	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$3,154	CurrentYearMinus3Amt
Current Year Minus2	$13,790	CurrentYearMinus2Amt
Current Year Minus1	$121	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$17,065	TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$583,000	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$19,798,716	BeginningYearBalanceAmt
Contributions	$784,015	ContributionsAmt
Investment Earnings Or Losses	$709,125	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$429,622	GrantsOrScholarshipsAmt
End Year Balance	$20,862,234	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,322,078	BeginningYearBalanceAmt
Contributions	$1,095,315	ContributionsAmt
Investment Earnings Or Losses	$1,800,604	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$419,281	GrantsOrScholarshipsAmt
End Year Balance	$19,798,716	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,787,939	BeginningYearBalanceAmt
Contributions	$786,810	ContributionsAmt
Investment Earnings Or Losses	-$486,997	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$765,674	GrantsOrScholarshipsAmt
End Year Balance	$17,322,078	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,844,609	BeginningYearBalanceAmt
Contributions	$4,426,295	ContributionsAmt
Investment Earnings Or Losses	-$456,231	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,734	GrantsOrScholarshipsAmt
End Year Balance	$17,787,939	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,969,919	BeginningYearBalanceAmt
Contributions	$596,273	ContributionsAmt
Investment Earnings Or Losses	$1,638,222	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$359,805	GrantsOrScholarshipsAmt
End Year Balance	$13,844,609	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.04000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.54000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.42000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$105,055,548	OtherCostOrOtherBasisAmt
Book Value	$105,055,548	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,354,916,659	OtherCostOrOtherBasisAmt
Depreciation	$666,092,951	DepreciationAmt
Book Value	$688,823,708	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$91,189,617	OtherCostOrOtherBasisAmt
Depreciation	$59,466,200	DepreciationAmt
Book Value	$31,723,417	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,053,846	OtherCostOrOtherBasisAmt
Depreciation	$232,106	DepreciationAmt
Book Value	$29,821,740	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$855,424,413	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY	$3,928,092,000	F
ABSOLUTE RETURN	$2,128,387,000	F
REAL ASSETS	$730,968,000	F
OTHER	$125,523,633	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$6,912,970,633	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
ACCRUED PENSION LIABILITY	$2,985,212
ACCRUED POST RETIREMENT	$62,302,909
DEFERRED COMPENSATION PLAN	$7,061,426
CAPITAL LEASE	$17,763,809
A/P - SECURITIES	$2,040,502
OTHER LIABILITIES	$7,770,493
STUDENT ACCOUNTS	$135,193

Field	Value	IRS element (for citing)
Total Liability	$100,059,544	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 CONTENT AND RECORDS MANAGEMENT (ECRM) DEPARTMENT. ECRM 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, 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, 2018 AND 2017, MANAGEMENT BELIEVES THERE WERE NO SIGNIFICANT UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	false	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE E, PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE NONDISCRIMINATION POLICY IS REGULARLY PUBLICIZED THROUGH VARIOUS PRINT, BROADCAST, AND ELECTRONIC MEDIA AND IS INCLUDED WITH PROMOTIONAL INFORMATION CONCERNING PROGRAM OFFERINGS.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
Central America and the Caribbean	Investments	N/A	$2,546,965,434
East Asia and the Pacific	Investments	N/A	$169,931,408	1
Europe (Including Iceland and Greenland)	Investments	N/A	$205,573,881
Middle East and North Africa	Investments	N/A	$10,177,204
North America	Investments	N/A	$112,565,925
South America	Investments	N/A	$48,112,927
South Asia	Investments	N/A	$36,424,380	1
Sub-Saharan Africa	Investments	N/A	$41,880,687

Field	Value	IRS element (for citing)
Subtotal Employees	2	SubtotalEmployeesCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$3,171,631,846	SubtotalSpentAmt
Total Spent	$3,171,631,846	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	STUDENT ACTIVTY	Event1Nm
Gross Receipts Event1	$834,854	GrossReceiptsEvent1Amt
Gross Revenue Event1	$834,854	GrossRevenueEvent1Amt
Cash Prizes Event1	$1,000	CashPrizesEvent1Amt
Rent Facility Costs Event1	$8,093	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$305,025	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$834,854	GrossReceiptsTotalAmt
Gross Revenue Total Events	$834,854	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$1,000	CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$8,093	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$305,025	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$314,118	DirectExpenseSummaryEventsAmt
Net Income Summary	$520,736	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (96 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt
AFTER-SCHOOL ALL-STARS HAWAII
4747 KILAUEA AVENUE	HONOLULU	HI	96816	274604870	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
AHA PUNANA LEO INC
96 PUUHONU PLACE	HILO	HI	96720	990226111	501(C)(3)	$2,511,450	FMV	IT INFRASTRUCTURE	EDUCATIONAL SUPPORT	$236,291
AKAULA SCHOOL
PO BOX 2098	KAUNAKAKAI	HI	96748	562393609	501(C)(3)	$70,000	N/A	N/A	EDUCATIONAL SUPPORT
ALAKAINA
1600 KAPIOLANI BLVD NO 530	HONOLULU	HI	96814	461958390	501(C)(3)	$120,000	N/A	N/A	EDUCATIONAL SUPPORT
ALU LIKE INC
2969 MAPUNAPUNA PLACE	HONOLULU	HI	96819	510151095	501(C)(3)	$1,254,530	N/A	N/A	EDUCATIONAL SUPPORT
Asian Pacific American Institute
1001 Connecticut Ave NW Ste 320	WASHINGTON DC	DC	20036	521917903	501(c)(3)	$30,000	N/A	N/A	GENERAL SUPPORT
ASSETS SCHOOL
ONE OHANA NUI WAY	HONOLULU	HI	96818	996001152	501(C)(3)	$55,900	N/A	N/A	EDUCATIONAL SUPPORT
Association of Hawaiian Civic Clubs
PO Box 1135	HONOLULU	HI	96807	990242276	501(c)(4)	$20,000	N/A	N/A	GENERAL SUPPORT
BIG ISLAND SUBSTANCE ABUSE COUNCIL
16-179 MELEKAHIWA ST	KEAAU	HI	96749	990118043	501(C)(3)	$200,000	N/A	N/A	EDUCATIONAL SUPPORT
BISHOP MUSEUM
1525 BERNICE ST	HONOLULU	HI	968172704	996048707	501(c)(3)		FMV	COMPUTERS	EDUCATIONAL SUPPORT	$20,685
BLUEPRINT FOR CHANGE
677 ALA MOANA BLVD 1005	HONOLULU	HI	96813	311692841	501(C)(3)	$40,000	N/A	N/A	EDUCATIONAL SUPPORT
BOYS & GIRLS CLUB OF THE BIG ISLAND
100 KAMAKAHONU STREET	HILO	HI	96720	810575345	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
BOYS AND GIRLS CLUB OF HAWAII
345 QUEEN STREET	HONOLULU	HI	96813	996005407	501(C)(3)	$200,000	N/A	N/A	EDUCATIONAL SUPPORT
CHAMINADE UNIVERSITY OF HONOLULU
3140 WAIALAE AVENUE	HONOLULU	HI	96816	990272261	501(C)(3)	$1,447,216	N/A	N/A	EDUCATIONAL SUPPORT
CONSORTIUM FOR HAWAII ECO ENGINEERING EDU
2040 BACHELOT ST	HONOLULU	HI	96817	990353084	501(C)(3)	$172,525	N/A	N/A	EDUCATIONAL SUPPORT
DOLLYWOOD FOUNDATION
111 DOLLYWOOD LANE	PIGEON FORGE	TN	37863	621348105	501(C)(3)	$6,119	N/A	N/A	EDUCATIONAL SUPPORT
EDUCATION INCUBATOR
900 FORT STREET MALL STE 1888	HONOLULU	HI	96813	815155325	501(C)(3)	$452,900	N/A	N/A	EDUCATIONAL SUPPORT
FIVE MOUNTAINS HAWAII INC
65-1158 MAMALAHOA HWY RM/STE 2D	KAMUELA	HI	96743	990330168	501(C)(3)	$25,000	N/A	N/A	EDUCATIONAL SUPPORT
FRIENDS OF THE LEEWARD COAST PCS
92-1480 ALIINUI DRIVE	KAPOLEI	HI	96707	200090779	501(C)(3)	$1,073,000	N/A	N/A	EDUCATIONAL SUPPORT
GIRL SCOUTS OF HAWAII
410 ATKINSON DR 2E-1 BOX 3	HONOLULU	HI	96814	990073488	501(C)(3)	$60,000	N/A	N/A	EDUCATIONAL SUPPORT
HALE KIPA INC
615 PIIKOI ST 203	HONOLULU	HI	96814	237061499	501(C)(3)	$250,000	N/A	N/A	EDUCATIONAL SUPPORT
HALELEA ARTS FOUNDATION
47-636 UAKEA PL	KANEOHE	HI	96744	800439325	501(C)(3)	$94,776	N/A	N/A	EDUCATIONAL SUPPORT
Hawaii Academy of Recording Arts
1414 Dillingham Blvd Ste 208	HONOLULU	HI	96817	990210166	501(c)(3)	$10,000	N/A	N/A	GENERAL SUPPORT
HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS
1585 KAPIOLANI BLVD STE 1212	HONOLULU	HI	96814	237067376	501(C)(3)	$65,000	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII CHILDREN'S ACTION NETWORK
850 RICHARDS STREET 201	HONOLULU	HI	96813	943257650	501(C)(3)	$123,200	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	990261283	501(C)(3)	$21,000	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII FARMERS UNION FOUNDATION
PO BOX 443	MAKAWAO	HI	96768	475653259	501(C)(3)	$228,860	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII FOREST INDUSTRY ASSOCIATION
PO BOX 66	OOKALA	HI	96774	990279337	501(C)(6)	$292,700	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII INVESTMENT READY
4545 SIERRA DR APT A	HONOLULU	HI	96816	814611816	501(C)(3)	$38,625	N/A	N/A	EDUCATIONAL SUPPORT
Hawaii Ponoi Foundation
415 Uluniu St Ste C	KAILUA	HI	96734	471389179	501(c)(3)	$20,000	N/A	N/A	GENERAL SUPPORT
HO'OKAKO'O CORPORATION
1360 S BERETANIA ST SUITE 202	HONOLULU	HI	96814	760717301	501(C)(3)	$1,784,600	N/A	N/A	EDUCATIONAL SUPPORT
HO'OULU LAHUI
14-5322 KAIMU KAPOHO RD	PAHOA	HI	96778	990323345	501(C)(3)	$489,775	N/A	N/A	EDUCATIONAL SUPPORT
HUI MALAMA I KE ALA ULILI
PO BOX 6	PAAUILO	HI	96776	371799081	501(C)(3)	$175,920	N/A	N/A	EDUCATIONAL SUPPORT
HUI MALAMA O KE KAI FOUNDATION
41-477 HIHIMANU STREET	WAIMANALO	HI	96795	990356784	501(C)(3)	$175,000	N/A	N/A	EDUCATIONAL SUPPORT
HUI O KUAPA
PO BOX 486	KAUNAKAKAI	HI	96748	990271743	501(C)(3)	$134,500	N/A	N/A	EDUCATIONAL SUPPORT
HULIAUAPAA
350 AOLOA ST C-107	KAILUA	HI	96734	455486637	501(C)(3)	$70,200	N/A	N/A	EDUCATIONAL SUPPORT
INST FOR NATIVE PACIFIC EDU AND CULTURE
1001 KAMOKILA BLVD	KAPOLEI	HI	96707	990315193	501(C)(3)	$592,743	N/A	n/a	EDUCATIONAL SUPPORT
KA HULI O HALOA
PO BOX 1159	KANEOHE	HI	96744	753115246	501(C)(3)	$237,000	N/A	N/A	EDUCATIONAL SUPPORT
KAALA FARM INC
PO BOX 630	WAIANAE	HI	96792	990242181	501(C)(3)	$51,500	N/A	N/A	EDUCATIONAL SUPPORT
KAI LOA INC
46-500 KUNEKI STREET	KANEOHE	HI	96744	201632545	501(C)(3)	$393,825	N/A	N/A	EDUCATIONAL SUPPORT
KAKOO OIWI
46-005 KAWA ST STE 104	KANEOHE	HI	96744	571236490	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
KALIHI PALAMA CULTURE & ARTS SOCIETY INC
357 NORTH KING STREET	HONOLULU	HI	96817	237154899	501(C)(3)	$98,000	N/A	N/A	EDUCATIONAL SUPPORT
KAMA'AHA EDUCATION INITIATIVE
1500 KALANIANAOLE AVENUE	HILO	HI	96720	432029008	501(C)(3)	$637,950	FMV	IT INFRASTRUCTURE	EDUCATIONAL SUPPORT	$236,291
KANAKA AUPUNI A NIIHAU ALOHA
PO BOX 74	KEKAHA	HI	96752	203044246	501(C)(3)	$206,000	N/A	N/A	EDUCATIONAL SUPPORT
KANEHUNAMOKU VOYAGING ACADEMY
47-705 KAMEHAMEHA HWY UNIT A	KANEOHE	HI	96744	465563571	501(C)(3)	$125,000	N/A	N/A	EDUCATIONAL SUPPORT
KANU I KA PONO INC
4333 KUKUIHALE ROAD PO BOX 12	ANAHOLA	HI	96703	990347359	501(C)(3)	$388,775	N/A	N/A	EDUCATIONAL SUPPORT
KANU O KA AINA LEARNING OHANA
PO BOX 6511	KAMUELA	HI	96743	990352665	501(C)(3)	$1,362,875	FMV	IT INFRASTRUCTURE	EDUCATIONAL SUPPORT	$236,291
KAUAHEA INC
PO BOX 966	WAILUKU	HI	96793	990314456	501(C)(3)	$133,800	N/A	N/A	EDUCATIONAL SUPPORT
KAUAI PLANNING & ACTION ALLIANCE INC
2929 UMI STREET 201	LIHUE	HI	96766	201579949	501(C)(3)	$39,978	N/A	N/A	EDUCATIONAL SUPPORT
KE KULA O'PI'ILANI
PO BOX 881176	PUKALANI	HI	96788	812656151	501(C)(3)	$30,000	N/A	N/A	EDUCATIONAL SUPPORT
KEAUKAHA COMMUNITY ASSOCIATION INC
PO BOX 5146	HILO	HI	96720	990344099	501(C)(3)	$161,000	FMV	IT INFRASTRUCTURE	EDUCATIONAL SUPPORT	$236,291
KEAUKAHA ONE YOUTH DEVELOPMENT - RISE
67 KEOKEA LOOP	HILO	HI	96720	205386779	501(C)(3)	$185,255	N/A	N/A	EDUCATIONAL SUPPORT
KOHALA INSTITUTE
PO BOX 344	KAPAAU	HI	96755	811160416	501(C)(3)	$105,000	N/A	N/A	EDUCATIONAL SUPPORT
KOKUA HAWAII FOUNDATION
PO BOX 866	HALEIWA	HI	96712	200315475	501(C)(3)	$16,635	N/A	N/A	EDUCATIONAL SUPPORT
KOKUA KALIHI VALLEY COMPREHENSIVE FAM SVCS
2239 NORTH SCHOOL ST	HONOLULU	HI	96819	990149797	501(C)(3)	$175,000	N/A	N/A	EDUCATIONAL SUPPORT
KUALOA HEEIA ECUMENICAL YOUTH PROJECT
47-200 WAIHEE ROAD	KANEOHE	HI	96744	990118209	501(C)(3)	$50,000	N/A	N/A	EDUCATIONAL SUPPORT
KULA NO NA POE HAWAII
2150 TANTALUS DRIVE	HONOLULU	HI	96813	990305781	501(C)(3)	$65,000	N/A	N/A	EDUCATIONAL SUPPORT
KULANIAKEA
117 N JUDD ST	HONOLULU	HI	96817	475041677	501(C)(3)	$71,159	N/A	N/A	EDUCATIONAL SUPPORT
KUPU
677 ALA MOANA BLVD	HONOLULU	HI	96813	510652665	501(C)(3)	$301,500	N/A	N/A	EDUCATIONAL SUPPORT
LAWAKUA CHARITABLE FUND
737 BISHOP ST STE 1875	HONOLULU	HI	96813	473731349	501(C)(3)	$200,000	N/A	N/A	EDUCATIONAL SUPPORT
LEARNING DISABILITIES ASSOCIATION OF HAWAII
245 N KUKUI STREET	HONOLULU	HI	96817	990119223	501(C)(3)	$315,000	N/A	N/A	EDUCATIONAL SUPPORT
LOILOA
45 KAULUWEHI PL	KULA	HI	96790	320301411	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
MA KA HANA KA IKE BUILDING PROGRAM
PO BOX 968	HANA	HI	96713	020556883	501(C)(3)	$150,000	N/A	N/A	EDUCATIONAL SUPPORT
MAILIKUKAHI AINA MOMONA ACADEMY
45-081 WAIKALUA RD	KANEOHE	HI	96744	475658435	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
MALAMA HONUA PUBLIC CHARTER SCHOOL FDN
41-054 EHUKAI STREET	WAIMANALO	HI	96795	465734248	501(C)(3)	$185,150	N/A	N/A	EDUCATIONAL SUPPORT
MALAMA KAUAI
PO BOX 1414	KILAUEA	HI	96754	205137488	501(C)(3)	$25,000	N/A	N/A	EDUCATIONAL SUPPORT
MALAMA LEARNING CENTER
PO BOX 1662	HONOLULU	HI	96806	200442056	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
MALAMA LOKO'EA FOUNDATION
62-540B KAMEHAMEHA HWY	HALEIWA	HI	96712	271307663	501(C)(3)	$330,250	N/A	N/A	EDUCATIONAL SUPPORT
MAUI FAMILY SUPPORT SERVICES INC
1844 WILI PA LOOP	WAILUKU	HI	96793	990208152	501(C)(3)	$68,754	N/A	N/A	EDUCATIONAL SUPPORT
MOKAUEA FISHERMEN'S ASSOCIATION
4 SAND ISLAND ACCESS ROAD	HONOLULU	HI	96819	510204581	501(C)(3)	$80,000	N/A	N/A	EDUCATIONAL SUPPORT
MOLOKAI COMMUNITY SERVICE COUNCIL INC
PO BOX 2047	KAUNAKAKAI	HI	96748	237426312	501(C)(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT
NA KALAI WAA
PO BOX 748	KAMUELA	HI	967439705	990304846	501(C)(3)	$220,415	N/A	N/A	EDUCATIONAL SUPPORT
NA LEO KA KOO
2528 10TH AVE	HONOLULU	HI	96816	990273990	501(C)(3)	$190,000	N/A	N/A	EDUCATIONAL SUPPORT
NA MAKA O PAPAHANAUMOKUAKEA
PO BOX 1769	KAMUELA	HI	96743	208944350	-	$59,156	N/A	N/A	EDUCATIONAL SUPPORT
OFFICE OF HAWAIIAN AFFAIRS
560 N NIMITZ HWY SUITE 200	HONOLULU	HI	96817	990266580	GOVT ENTITY	$80,000	N/A	N/A	EDUCATIONAL SUPPORT
Pa'i Foundation
PO Box 17483	HONOLULU	HI	96817	990354949	501(c)(3)	$12,500	N/A	N/A	GENERAL SUPPORT
PAEPAE O HEEIA
PO BOX 6355	KANEOHE	HI	96744	710903791	501(C)(3)	$395,280	N/A	N/A	EDUCATIONAL SUPPORT
PAPA KU MANA
2101 MAKIKI HEIGHTS DR	HONOLULU	HI	96822	472189065	501(C)(3)	$221,000	N/A	N/A	EDUCATIONAL SUPPORT
PAPAHANA KUAOLA
46-403 HAIKU ROAD	KANEOHE	HI	96744	202565007	501(C)(3)	$403,500	N/A	N/A	EDUCATIONAL SUPPORT
PARTNERS IN DEVELOPMENT FOUNDATION
2040 BACHELOT STREET	HONOLULU	HI	96817	943271325	501(C)(3)	$1,290,000	N/A	N/A	EDUCATIONAL SUPPORT
POLYNESIAN VOYAGING SOCIETY
10 SAND ISLAND PARKWAY	HONOLULU	HI	96819	237302232	501(C)(3)	$400,000	N/A	N/A	EDUCATIONAL SUPPORT
PURPLE MAIA FOUNDATION
98-1277 KAAHUMANU ST	AIEA	HI	96701	464326249	501(C)(3)	$70,000	N/A	N/A	EDUCATIONAL SUPPORT
SAINT LOUIS SCHOOL
3142 WAIALAE AVE	HONOLULU	HI	96816	990272260	501(C)(3)	$940,000	N/A	N/A	EDUCATIONAL SUPPORT
SMITHSONIAN INSTITUTION
1000 JEFFERSON DR S W	WASHINGTON	DC	20560	530206027	501(C)(3)	$98,500	N/A	N/A	EDUCATIONAL SUPPORT
ST ANDREW'S PRIORY SCHOOL
224 QUEEN EMMA SQUARE	HONOLULU	HI	96813	990073525	501(C)(3)	$264,500	N/A	N/A	EDUCATIONAL SUPPORT
STATE OF HAWAII DEPARTMENT OF EDUCATION
PO BOX 2360	HONOLULU	HI	93804	990266482	GOVT ENTITY	$913,240	N/A	N/A	EDUCATIONAL SUPPORT
SUPPORTING THE LANGUAGE OF KAUAI INC
3-1821J KAUMUALII HWY	LIHUE	HI	96766	204088998	501(C)(3)	$376,184	N/A	N/A	EDUCATIONAL SUPPORT
THE KOHALA CENTER INC
PO BOX 437462	KAMUELA	HI	96743	990354676	501(C)(3)	$260,000	N/A	N/A	EDUCATIONAL SUPPORT
THREE MOUNTAIN ALLIANCE FOUNDATION
PO BOX 906	VOLCANO	HI	96785	472233528	501(C)(3)	$301,500	N/A	N/A	EDUCATIONAL SUPPORT
ULU AE LEARNING CENTER
1120 KAKALA ST 503	KAPOLEI	HI	96707	465123215	501(C)(3)	$124,084	N/A	N/A	EDUCATIONAL SUPPORT
ULU MAU PUANUI INC
PO BOX 685	KAMUELA	HI	96743	272218803	501(C)(3)	$133,500	N/A	N/A	EDUCATIONAL SUPPORT
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET 105	HONOLULU	HI	96822	990085260	501(C)(3)	$1,647,567	N/A	N/A	EDUCATIONAL SUPPORT
UNIVERSITY OF HAWAII
2440 CAMPUS ROAD	HONOLULU	HI	96822	996000354	GOVT ENTITY	$3,672,629	N/A	N/A	EDUCATIONAL SUPPORT
WAI-ANAE COMMUNITY RE-DEVELOPMENT CORP
PO BOX 441	WAIANAE	HI	96792	990350803	501(C)(3)	$700,000	N/A	N/A	EDUCATIONAL SUPPORT
WAIMEA MIDDLE PUBLIC CONV CHARTER SCHOOL
67-1229 MAMALAHOA HWY	KAMUELA	HI	96743	990264482	GOVT ENTITY	$94,000	N/A	N/A	EDUCATIONAL SUPPORT
WAIPA FOUNDATION
PO BOX 1189	HANALEI	HI	96714	990313224	501(C)(3)	$447,500	N/A	N/A	EDUCATIONAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	93	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS - PRESCHOOL	1976	$13,375,205	N/A	N/A
SCHOLARSHIPS - K-12	808	$5,361,876	N/A	N/A
SCHOLARSHIPS - POST-HIGH	2150	$13,352,955	N/A	N/A
STIPENDS - POST-HIGH	47	$92,400	N/A	N/A
FINANCIAL AID - KS STUDENTS PK-12 & SUMMER SCHOOL	5951	$29,679,701	N/A	N/A

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	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 ON-SITE VISITS AND QUARTERLY CHECK-INS 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 WHO MAINTAINS REGULAR CONTACT WITH THE RECIPIENT AND PROVIDES ANY ASSISTANCE AND GUIDANCE TO HELP THEM MATRICULATE. (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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICAH KANE
TRUSTEE	$181,069	$0	$0	$0	$0	$0	$0	$0	$0	$0	$181,069	$0	$0	$0
LANCE WILHELM
TRUSTEE	$160,799	$0	$0	$0	$0	$0	$0	$0	$0	$0	$160,799	$0	$0	$0
ROBERT NOBRIGA
TRUSTEE	$160,799	$0	$0	$0	$0	$0	$0	$0	$0	$0	$160,799	$0	$0	$0
CORBETT KALAMA
TRUSTEE	$185,299	$0	$0	$0	$0	$0	$0	$0	$0	$0	$185,299	$0	$0	$0
L JACK WONG
CEO	$609,692	$0	$153,084	$0	$1,230	$0	$44,800	$0	$24,154	$0	$832,960	$0	$0	$0
DARREL HOKE
EVP - ADMINISTRATION	$346,630	$0	$0	$0	$2,850	$0	$26,686	$0	$7,388	$0	$383,554	$0	$0	$0
KEVIN COCKETT
VP - COMMUNICATIONS/CCO	$199,206	$0	$0	$0	$540	$0	$14,228	$0	$22,950	$0	$236,924	$0	$0	$0
T KA'EO DUARTE
VP-COMM. ENGAGEMNT & RESOURCES	$227,756	$0	$0	$0	$840	$0	$20,067	$0	$19,790	$0	$268,453	$0	$0	$0
LAUREN NAHME
VP - STRATEGY & INNOVATION	$246,843	$0	$0	$0	$990	$0	$24,872	$0	$21,842	$0	$294,547	$0	$0	$0
BENJAMIN SALAZAR
INT EVP-FIN & CFO (THRU 3/18)	$257,179	$0	$0	$0	$33,275	$0	$26,675	$0	$29,437	$0	$346,566	$0	$0	$0
ERIC SONNENBERG
VP - LEGAL SVS & GEN. COUNSEL	$280,808	$0	$0	$0	$1,830	$0	$28,002	$0	$21,170	$0	$331,810	$0	$0	$0
DR R HOLOUA STENDER
EVP - EDUCATION (THRU 1/18)	$343,368	$0	$0	$0	$2,520	$0	$34,300	$0	$21,602	$0	$401,790	$0	$0	$0
SCOTT TOPPING
FMR EVP-FIN & CFO (THRU 5/17)	$175,898	$0	$0	$0	$484	$0	$36,653	$0	$10,288	$0	$223,323	$0	$0	$0
DUSTIN CLEVENGER
DIR-INTERNAL AUDIT (THRU 4/18)	$215,069	$0	$0	$0	$760	$0	$22,111	$0	$23,352	$0	$261,292	$0	$0	$0
ELIZABETH HOKADA
CHIEF INVESTMENT OFFICER	$696,341	$0	$329,410	$0	$1,980	$0	$100,639	$0	$18,584	$0	$1,146,954	$0	$11,832	$0
JON IWATANI
DIRECTOR - FINANCIAL ASSETS	$305,230	$0	$70,233	$0	$690	$0	$36,379	$0	$11,037	$0	$423,569	$0	$0	$0
HERLING RYAN LEE
DIRECTOR - FINANCIAL ASSETS	$295,560	$0	$71,684	$0	$450	$0	$35,644	$0	$24,930	$0	$428,268	$0	$0	$0
M'LISS MOORE
MANAGING DIR. - FIN'L ASSETS	$377,919	$0	$119,657	$0	$3,654	$0	$44,233	$0	$1,951	$0	$547,414	$0	$0	$0
M WAI'ALE'ALE SARSONA
FMR INTERIM VP-STRATEGIC PLNG	$178,552	$0	$0	$0	$808	$0	$18,486	$0	$25,456	$0	$223,302	$0	$0	$0
WINONA WHITE
FORMER VP - HUMAN RESOURCES	$269,809	$0	$0	$0	$3,594	$0	$26,008	$0	$1,505	$0	$300,916	$0	$0	$0
JOY KONO
FORMER INTERIM VP - ADMIN.	$148,823	$0	$0	$0	$1,486	$0	$15,539	$0	$24,784	$0	$190,632	$0	$0	$0
RANDIE FONG
FORMER VP-HI CULTURAL AFFAIRS	$155,978	$0	$0	$0	$1,512	$0	$15,954	$0	$17,956	$0	$191,400	$0	$0	$0
BURTON YUEN
FORMER KEY EMPLOYEE	$594,937	$0	$195,715	$0	$690	$0	$99,957	$0	$17,748	$0	$909,047	$0	$27,715	$0
M KAHEALANI NAEOLE-WONG
INTERIM EVP-EDUC (EFF 1-3/18)	$233,739	$0	$0	$0	$3,150	$0	$22,276	$0	$1,861	$0	$261,026	$0	$0	$0
CARA NAKAMURA
DIRECTOR - FINANCIAL ASSETS	$315,352	$0	$91,975	$0	$270	$0	$21,903	$0	$27,923	$0	$457,423	$0	$0	$0
JEFF HEIDSIECK
DIRECTOR - FINANCIAL ASSETS	$250,182	$0	$54,169	$0	$2,664	$0	$25,892	$0	$1,753	$0	$334,660	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	FIRST CLASS TRAVEL WAS PROVIDED FOR ELIZABETH HOKADA, BURTON YUEN, JON IWATANI, HERLING RYAN LEE, M'LISS MOORE, CARA NAKAMURA, AND JEFF HEIDSIECK. THESE INDIVIDUALS WERE ALLOWED UNDER SPECIFIC BUT LIMITED CIRCUMSTANCES TO TRAVEL FIRST CLASS DUE TO THEIR EXTENSIVE NEED TO TRAVEL.
SCHEDULE J, PART I, LINE 7	THE CEO'S 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 WHICH IS 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 L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$12,000	CashGrantAmt
Type Of Assistance	MERIT BASED SCHOLAR	TypeOfAssistanceTxt
Assistance Purpose	SEE PART V	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JAMIE FONG
SEE PART V	$76,455	SEE PART V	false
KAINOA KEAWE
SEE PART V	$27,790	SEE PART V	false
NELSON WONG
SEE PART V	$69,877	SEE PART V	false

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCH L, PART III, GRANTS TO INTERESTED PERSONS:

(C) AMOUNT OF ASSISTANCE: $12,000. (D) TYPE OF ASSISTANCE: MERIT BASED SCHOLARSHIPS. (E) PURPOSE OF ASSISTANCE: FINANCIAL AID WAS PROVIDED TO INTERESTED PERSONS (1) TO EARN COLLEGE CREDIT AND (2) FOR POST GRADUATE STUDIES.

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 = $76,455 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO (A) NAME OF PERSON: KAINOA KEAWE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: KAINOA KEAWE IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF T. KA'EO DUARTE, AN OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $27,790 (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, AN OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION = $69,877 (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES = NO

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A:	Kamehameha Schools completed the third year of its Strategic Plan (2015-2020) (SP2020) the first in a series of strategic plans outlining how the organization will accomplish its Vision 2040. Vision 2040 states "Within a generation of 25 years, we see a thriving lahui where our learners achieve postsecondary educational success, enabling good life and career choices. We also envision that our learners will be grounded in Christian and Hawaiian values and will be leaders who contribute to their communities, both locally and globally." Moving toward this future, SP2020 contains five goals: deliver world class, culture based education through a network of Native Hawaiian schools; contribute to communities collective efforts to improve education systems for Native Hawaiian learners; cultivate a strong Native Hawaiian identity; execute as a high-performing, mission-driven organization; and optimize the strength, breadth, and strategic alignment of KS resources. For the fiscal year, Kamehameha Schools had a total educational spend of $483 million. Educational spend consists of $214 million on campus-based programs, $113 million on scholarships and community-focused programs, and $156 million on other educational costs primarily capital, debt financing, and support services. Educational spending and students served for this fiscal year include: * Preschools: $35.3 million serving 1,607 learners at 30 preschool sites * Tri-Campus: $178.7 million serving 5,404 learners including 696 graduates at K-12 campuses at KS Hawai'i (1,158 enrolled, 139 graduated), KS Maui (1,055 enrolled, 115 graduated) and KS Kapalama (3,191 enrolled, 442 graduated). * Scholarships: $32.5 million disbursed in serving 4,981 learners, including $13.9 million in Pauahi Keiki Scholarships to 1,976 learners, $5.4 million in Kipona Scholarships to 773 learners, and $13.2 million in post-high scholarships to 2,017 learners. * Community Education: $48.0 million to 13,594 learners * Community Investing: $31.0 million disbursed to 92 organizations through our efforts serving 35,979 learners * Innovation: $1.7 million disbursed to 15 organizations For more, including a copy of Kamehameha Schools audited "Consolidated Financial Statements and Supplemental Schedules" for fiscal year 2018, please visit www.ksbe.edu/annualreports. For more about Kamehamehas vision and strategic plan go to www.ksbe.edu/sp2020.
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
FORM 990, PART VI, LINE 2:	BISHOP HOLDINGS CORPORATION - MICAH KANE, LANCE WILHELM, ROBERT NOBRIGA, CORBETT KALAMA & ELLIOT MILLS (BUSINESS RELATIONSHIP - BISHOP HOLDINGS CORPORATION IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) KAMEHAMEHA INVESTMENT CORPORATION - MICAH KANE, LANCE WILHELM, ROBERT NOBRIGA, CORBETT KALAMA & ELLIOT MILLS (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) PAUAHI MANAGEMENT CORPORATION - MICAH KANE, LANCE WILHELM, ROBERT NOBRIGA, CORBETT KALAMA & ELLIOT MILLS (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; (2) THE RETURN IS REVIEWED BY THE VICE PRESIDENT OF LEGAL, THE EXECUTIVE VICE PRESIDENT OF FINANCE, THE VICE PRESIDENT OF COMMUNICATIONS, THE CHIEF INVESTMENT OFFICER, AND THE CONTROLLER; (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	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 5-10 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 331,473 CUM. EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES 8,511,790 ------------ TOTAL OTHER CHANGES IN NET ASSETS 8,843,263
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.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
P&C INSURANCE COMPANY LLC
745 FORT STREET	HONOLULU	HI	96813	990315757	INSURANCE	HI	$3,482,380	$13,161,938	KS
KALOKO'ELI PROPERTIES LLC
567 SOUTH KING STREET SUITE 200	HONOLULU	HI	96813	475464058	REAL ESTATE	HI	$1,611,463	$28,160,369	KS

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
KE ALI'I PAUAHI FOUNDATION
567 SOUTH KING STREET SUITE 160	HONOLULU	HI	96813	943263044	FUNDRAISING	HI	501(C)(3)	12 I	KS	Yes (true)
CHARLES REED BISHOP TRUST
PO BOX 3466	HONOLULU	HI	96801	996005262	SUPPORT ORG.	HI	501(C)(3)	12 D,III-O	KS	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
SINO FINANCE GROUP
PO BOX 3466	HONOLULU	HI	96801	990324938	INTL BUS IN CHINA	DE	KS	INVESTMENT	$2,219,827	$9,476,832	false	$0	false	0.90480
BISHOP FINANC LTD
PO BOX 3466	HONOLULU	HI	96801	980535589	HOLDING COMPANY		KS	UNRELATED	$113	$1,946,169	false	$0	false	0.99990	CJ
KAYNE KS CRDT FD LP
1800 AVE OF THE STARS	LA	CA	90067	352507517	INVESTMENTS	DE	KS	INVESTMENT	$8,586,924	$107,272,190	false	$0	false	0.99430
CRESCENTKS PTNRSHP
11100 Santa Monica Blvd Ste 2000	Los Angeles	CA	90025	464668874	INVESTMENTS	DE	KS	INVETSMENT	$5,372,068	$83,282,552	false	$0	false	0.99990
KURAMO AFRC OPP FD
500 5TH AVE	NY	NY	10110	452495612	INVESTMENTS	DE	KS	INVESTMENT	$596,450	$17,077,560	false	$11,329	false	0.83660
ORION MINE FIN I-A
1211 Avenue of the Americas Ste 30	New York	NY	10036	465243062	INVESTMENTS	DE	KS	INVESTMENT	$6,412,982	$15,697,439	false	$276,541	false	0.58200
GE HAWAII BK A2 HLD
1477 NW EVERETT ST	PORTLAND	OR	97209	811329814	INVESTMENTS	DE	KS	EXCLUDED	-$3,723,260	$18,569,654	false	$0	false	0.80110
TPH PRIV EN OPP FUND
111 BAGBY ST	HOUSTON	TX	77002	813814990	INVESTMENTS	DE	KS	INVESTMENT	$108,820	$12,999,973	false	-$100,768	false	0.77720

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Foreign PostalForeignAddress/ForeignPostalCd
BISHOP HOLDINGS CORPORATION
567 S King St 150	HONOLULU	HI	96813	990335777	HOLDING COMPANY	HI	KAMEHAMEHA SCH	C CORP	-$739,702	$27,352,984	1.00000	Yes (true)
PAUAHI MANAGEMENT CORPORATION
567 S King St 150	HONOLULU	HI	96813	990335778	PROPERTY MGMT	HI	BISHOP HOLDINGS	C CORP	$0	$0		Yes (true)
KAMEHAMEHA INVESTMENT CORPORATION
567 S King St 150	HONOLULU	HI	96813	990115292	RE DEVLOP/INV	HI	BISHOP HOLDINGS	C CORP	$0	$0		Yes (true)
KBH INC
567 S King St 150	HONOLULU	HI	96813	990334862	RE ASSET MGMT	HI	PAUAHI MGT CORP	C CORP	$0	$0		Yes (true)
KEAUHOU COMMUNITY SERVICE INC
567 S King St 150	HONOLULU	HI	96813	990291186	WASTEWATER TRTMT	HI	KAMEHAMEHA INV	C CORP	$0	$0		Yes (true)
KAUPULEHU FOUNDATION
567 S King St 200	HONOLULU	HI	96813	462780038	LAND MANAGEMENT	HI	KAMEHAMEHA SCH	C CORP	$1,013	$154,383	1.00000	Yes (true)
ACADIAN EMERG MKTS SMALL-CAP LONG-SHORT
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	$26,147,699	$100,284,926	1.00000	Yes (true)	George Town	KY	Grand Cayman	CJ	CJ
KS SLJ CURRENCY FUND
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	-$6,445,264	$61,339,148	0.99990	Yes (true)	George Town	KY	Grand Cayman	CJ	CJ
KS CAPSTONE FUND LTD
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	$2,419,884	$57,232,385	1.00000	Yes (true)	GEORGE TOWN	KY	GRAND CAYMAN	CJ	CJ
KAIAULU'O KAKA'AKO OWNERS ASSOC INC
PO BOX 3466	HONOLULU	HI	96801	472928115	OWNER ASSOCIA	HI	KAMEHAMEHA SCH	C CORP	$18,163	$21,545	1.00000	Yes (true)
KS ALCENTRA EUROPE SARL
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	$2,173,441	$23,536,782	1.00000	Yes (true)	51 AVENUE JOHN F KENNEDY	LUXEMBOURG		LU	LU	L-1855
KAMVUS FUND
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	-$588,378	$48,870,859	1.00000	Yes (true)	BLK 6 INT FIN SVCS CTR	DUBLIN		EI	EI	1

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	Yes (true)	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAMEHAMEHA INVESTMENT CORPORATION
L	$199,728	BOOK VALUE
KE ALI'I PAUAHI FOUNDATION
L	$114,372	BOOK VALUE
KE ALI'I PAUAHI FOUNDATION
B	$1,586,203	BOOK VALUE
CRESCENTKS PARTNERSHIP
B	$10,448,155	BOOK VALUE
CRESCENTKS PARTNERSHIP
C	$10,116,725	BOOK VALUE
KS ALCENTRA EUROPE SARL
C	$17,076,884	BOOK VALUE
KAYNE KS CREDIT FUND
B	$27,941,033	BOOK VALUE
KAYNE KS CREDIT FUND
C	$19,544,383	BOOK VALUE
KAMVUS FUND
B	$45,085,789	BOOK VALUE
KURAMO AFRC OPP FD
B	$200,982	BOOK VALUE
KURAMO AFRC OPP FD
C	$992,139	BOOK VALUE
GE HAWAII BK A2 HLD
B	$700,000	BOOK VALUE
KS SLJ CURRENCY FUND
C	$60,393,686	BOOK VALUE
ORION MINE FIN I-A
B	$526,596	BOOK VALUE
ORION MINE FIN I-A
C	$7,123,110	BOOK VALUE