2019-05-13T12:42:10-05:00 2018-06-30 ERNST & YOUNG US LLP 4365 EXECUTIVE DR STE 1600 SAN DIEGO CA 92121 990 2017-07-01 990073480 THE TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP % LOUIS K ANDERSON TRUS 8085236200 567 S KING STREET STE 200 HONOLULU HI 96813 LIVINGSTON SM WONG CEO 8085236200 2019-05-10 JOCELYNE MILLER P00634378 8585357200 164.57.159.254 33577420191335000006 2019-05-13 P 7D319CAA377E2C39961DD3CE78D69056D3793899 CBBDC42840D8014E8353DD16D453BA683ED30307 2017 2019-02-21 02:37:17Z X KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG 567 S KING STREET STE 200 HONOLULU HI 96813 4017629038 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 3921 4749 6970215 0 113805 76762 38532406 40084862 446922408 253251076 117641721 115103023 603210340 408515723 87549207 95373635 0 0 207544502 223158041 0 0 0 191087675 282722756 486181384 601254432 117028956 -192738709 9173817006 9460044773 610252347 648452380 8563564659 8811592393 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 430149005 95373635 44957836 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). 430149005 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 true false true false false false false false true true true true false false true X 949 0 true 3921 true true true true false false false false false false false 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 MICAH KANE TRUSTEE 10.0 2.0 X 181069 0 0 LANCE WILHELM TRUSTEE 10.0 2.0 X 160799 0 0 ROBERT NOBRIGA TRUSTEE 10.0 2.0 X 160799 0 0 CORBETT KALAMA TRUSTEE 10.0 2.0 X 185299 0 0 ELLIOT MILLS TRUSTEE (EFF. 10/17) 10.0 2.0 X 0 0 56731 L JACK WONG CEO 50.0 1.0 X 764006 0 68954 DARREL HOKE EVP - ADMINISTRATION 50.0 1.0 X 349480 0 34074 KEVIN COCKETT VP - COMMUNICATIONS/CCO 50.0 0.0 X 199746 0 37178 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 50.0 0.0 X 228596 0 39857 LAUREN NAHME VP - STRATEGY & INNOVATION 50.0 0.0 X 247833 0 46714 BENJAMIN SALAZAR INT EVP-FIN & CFO (THRU 3/18) 50.0 1.0 X 290454 0 56112 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 50.0 1.0 X 282638 0 49172 DR R HOLOUA STENDER EVP - EDUCATION (THRU 1/18) 50.0 0.0 X 345888 0 55902 M KAHEALANI NAEOLE-WONG INTERIM EVP-EDUC (EFF 1-3/18) 50.0 0.0 X 236889 0 24137 TIMOTHY SLOTTOW EVP-FINANCE & CFO (EFF 3/18) 50.0 0.0 X 0 0 0 DUSTIN CLEVENGER DIR-INTERNAL AUDIT (THRU 4/18) 50.0 0.0 X 215829 0 45463 ELIZABETH HOKADA CHIEF INVESTMENT OFFICER 50.0 1.0 X 1027731 0 119223 JON IWATANI DIRECTOR - FINANCIAL ASSETS 50.0 1.0 X 376153 0 47416 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 50.0 1.0 X 367694 0 60574 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 501230 0 46184 CARA NAKAMURA DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 407597 0 49826 JEFF HEIDSIECK DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 307015 0 27645 SCOTT TOPPING FMR EVP-FIN & CFO (THRU 5/17) 0.0 0.0 X 176382 0 46941 M WAI'ALE'ALE SARSONA FMR INTERIM VP-STRATEGIC PLNG 50.0 0.0 X 179360 0 43942 WINONA WHITE FORMER VP - HUMAN RESOURCES 50.0 0.0 X 273403 0 27513 JOY KONO FORMER INTERIM VP - ADMIN. 50.0 0.0 X 150309 0 40323 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 50.0 0.0 X 157490 0 33910 BURTON YUEN FORMER KEY EMPLOYEE 50.0 0.0 X 791342 0 117705 8565031 0 1175496 282 true true false KIEWIT BUILDING GROUP 707 RICHARDS ST STE 750 HONOLULU HI 968134613 CONSTRUCTION SERVICE 7145478 ISEMOTO CONTRACTING CO LTD 648 PIILANI STREET HILO HI 96720 CONSTRUCTION SERVICE 6592991 HAWAIIAN DREDGING CONSTRUCTION COMP PO BOX 4088 HONOLULU HI 968124088 CONSTRUCTION SERVICE 3312071 YAMADA PAINT CONTRACTING DBA GW CON 16-212 MELEKAHIWA PL KEEAU HI 967498018 CONSTRUCTION SERVICE 2970261 SWINERTON BUILDERS 1003 BISHOP ST PAUAHI TOWER 1340 HONOLULU HI 96813 CONSTRUCTION SERVICE 2810351 163 76762 76762 TUITION 611600 31808896 31808896 STUDENT FEES 611600 7578400 7578400 BOOKSTORE 611600 391954 391954 FOOD SERVICES 611600 199849 199849 INTEREST INCOME 611600 89123 89123 16640 16640 40084862 86854308 4756631 82097677 0 504232 504232 229637926 123554819 106083107 0 106083107 106083107 3642434635 9206511 3484736768 507610 157697867 8698901 166396768 166396768 834854 314118 520736 520736 0 0 0 0 0 0 NET PREMIUMS EARNED 524126 3072680 3065911 6769 STUDENT ACTIVITIES 611600 1807063 1807063 PARKING 812930 2179565 2179565 935640 27250 908390 7994948 408515723 44957836 6970215 356510910 33511498 33511498 61862137 61862137 0 0 4347189 566766 3780423 3066448 3066448 161568306 117769656 43798650 15559543 10896198 4663345 26577968 18612294 7965674 12038587 8430506 3608081 429955 102052 327903 4779065 4779065 337581 337581 87980 87980 0 37715764 37715764 34711031 14618831 20092200 467933 86601 381332 8074569 3329867 4744702 13215284 629830 12585454 0 11941997 9163742 2778255 4519343 2762998 1756345 0 1505376 1088666 416710 10092428 6699238 3393190 0 41351841 36715168 4636673 3094646 2252689 841957 SETTLEMENTS 67650000 67650000 REPAIRS & MAINTENANCE 15939836 13067178 2872658 SUPPLIES 11162518 9655887 1506631 STUDENT EXPENSES 5531446 3395955 2135491 10114163 7281248 2832915 601254432 430149005 171105427 0 18917 18817 51406101 141551528 0 0 18083226 34343976 0 0 0 0 97022 18734 0 0 123852292 130627887 1581215670 725791257 868600981 855424413 1736338180 1302387951 6276511779 6912970633 0 0 0 0 98908508 82700834 9173817006 9460044773 76573379 155604326 0 0 174438949 162669463 0 0 0 0 0 0 244904762 230119047 0 0 114335257 100059544 610252347 648452380 X 8563564659 8811592393 0 0 0 0 8563564659 8811592393 9173817006 9460044773 X -192738709 431923180 8843263 X X false true X true false X 0 91969 91969 601162736 601254705 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 46277 63727 73517 91969 275490 250000 250000 250000 250000 1000000 1500000 3154 13790 121 0 17065 583000 X X X X false 19798716 784015 709125 429622 20862234 17322078 1095315 1800604 419281 19798716 17787939 786810 -486997 765674 17322078 13844609 4426295 -456231 26734 17787939 11969919 596273 1638222 359805 13844609 0.04000 0.54000 0.42000 false true true 105055548 105055548 1354916659 666092951 688823708 0 91189617 59466200 31723417 30053846 232106 29821740 855424413 EQUITY 3928092000 F ABSOLUTE RETURN 2128387000 F REAL ASSETS 730968000 F OTHER 125523633 F 6912970633 0 ACCRUED PENSION LIABILITY 2985212 ACCRUED POST RETIREMENT 62302909 DEFERRED COMPENSATION PLAN 7061426 CAPITAL LEASE 17763809 A/P - SECURITIES 2040502 OTHER LIABILITIES 7770493 STUDENT ACCOUNTS 135193 100059544 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 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. 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 2546965434 East Asia and the Pacific 1 Investments N/A 169931408 Europe (Including Iceland and Greenland) Investments N/A 205573881 Middle East and North Africa Investments N/A 10177204 North America Investments N/A 112565925 South America Investments N/A 48112927 South Asia 1 Investments N/A 36424380 Sub-Saharan Africa Investments N/A 41880687 2 2 3171631846 3171631846 true false true true true true STUDENT ACTIVTY 834854 834854 1000 8093 305025 0 834854 834854 1000 8093 305025 314118 520736 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) 2511450 236291 FMV IT INFRASTRUCTURE EDUCATIONAL SUPPORT AKAULA SCHOOL PO BOX 2098 KAUNAKAKAI HI 96748 562393609 501(C)(3) 70000 N/A N/A EDUCATIONAL SUPPORT ALAKAINA 1600 KAPIOLANI BLVD NO 530 HONOLULU HI 96814 461958390 501(C)(3) 120000 N/A N/A EDUCATIONAL SUPPORT ALU LIKE INC 2969 MAPUNAPUNA PLACE HONOLULU HI 96819 510151095 501(C)(3) 1254530 N/A N/A EDUCATIONAL SUPPORT Asian Pacific American Institute 1001 Connecticut Ave NW Ste 320 WASHINGTON DC DC 20036 521917903 501(c)(3) 30000 N/A N/A GENERAL SUPPORT ASSETS SCHOOL ONE OHANA NUI WAY HONOLULU HI 96818 996001152 501(C)(3) 55900 N/A N/A EDUCATIONAL SUPPORT Association of Hawaiian Civic Clubs PO Box 1135 HONOLULU HI 96807 990242276 501(c)(4) 20000 N/A N/A GENERAL 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) 20685 FMV COMPUTERS EDUCATIONAL SUPPORT BLUEPRINT FOR CHANGE 677 ALA MOANA BLVD 1005 HONOLULU HI 96813 311692841 501(C)(3) 40000 N/A N/A EDUCATIONAL SUPPORT BOYS & GIRLS CLUB OF THE BIG ISLAND 100 KAMAKAHONU STREET HILO HI 96720 810575345 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT BOYS AND GIRLS CLUB OF HAWAII 345 QUEEN STREET HONOLULU HI 96813 996005407 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVENUE HONOLULU HI 96816 990272261 501(C)(3) 1447216 N/A N/A EDUCATIONAL SUPPORT CONSORTIUM FOR HAWAII ECO ENGINEERING EDU 2040 BACHELOT ST HONOLULU HI 96817 990353084 501(C)(3) 172525 N/A N/A EDUCATIONAL SUPPORT DOLLYWOOD FOUNDATION 111 DOLLYWOOD LANE PIGEON FORGE TN 37863 621348105 501(C)(3) 6119 N/A N/A EDUCATIONAL SUPPORT EDUCATION INCUBATOR 900 FORT STREET MALL STE 1888 HONOLULU HI 96813 815155325 501(C)(3) 452900 N/A N/A EDUCATIONAL SUPPORT FIVE MOUNTAINS HAWAII INC 65-1158 MAMALAHOA HWY RM/STE 2D KAMUELA HI 96743 990330168 501(C)(3) 25000 N/A N/A EDUCATIONAL SUPPORT FRIENDS OF THE LEEWARD COAST PCS 92-1480 ALIINUI DRIVE KAPOLEI HI 96707 200090779 501(C)(3) 1073000 N/A N/A EDUCATIONAL SUPPORT GIRL SCOUTS OF HAWAII 410 ATKINSON DR 2E-1 BOX 3 HONOLULU HI 96814 990073488 501(C)(3) 60000 N/A N/A EDUCATIONAL SUPPORT HALE KIPA INC 615 PIIKOI ST 203 HONOLULU HI 96814 237061499 501(C)(3) 250000 N/A N/A EDUCATIONAL SUPPORT HALELEA ARTS FOUNDATION 47-636 UAKEA PL KANEOHE HI 96744 800439325 501(C)(3) 94776 N/A N/A EDUCATIONAL SUPPORT Hawaii Academy of Recording Arts 1414 Dillingham Blvd Ste 208 HONOLULU HI 96817 990210166 501(c)(3) 10000 N/A N/A GENERAL SUPPORT HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS 1585 KAPIOLANI BLVD STE 1212 HONOLULU HI 96814 237067376 501(C)(3) 65000 N/A N/A EDUCATIONAL SUPPORT HAWAII CHILDREN'S ACTION NETWORK 850 RICHARDS STREET 201 HONOLULU HI 96813 943257650 501(C)(3) 123200 N/A N/A EDUCATIONAL SUPPORT HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 990261283 501(C)(3) 21000 N/A N/A EDUCATIONAL SUPPORT HAWAII FARMERS UNION FOUNDATION PO BOX 443 MAKAWAO HI 96768 475653259 501(C)(3) 228860 N/A N/A EDUCATIONAL SUPPORT HAWAII FOREST INDUSTRY ASSOCIATION PO BOX 66 OOKALA HI 96774 990279337 501(C)(6) 292700 N/A N/A EDUCATIONAL SUPPORT HAWAII INVESTMENT READY 4545 SIERRA DR APT A HONOLULU HI 96816 814611816 501(C)(3) 38625 N/A N/A EDUCATIONAL SUPPORT Hawaii Ponoi Foundation 415 Uluniu St Ste C KAILUA HI 96734 471389179 501(c)(3) 20000 N/A N/A GENERAL SUPPORT HO'OKAKO'O CORPORATION 1360 S BERETANIA ST SUITE 202 HONOLULU HI 96814 760717301 501(C)(3) 1784600 N/A N/A EDUCATIONAL SUPPORT HO'OULU LAHUI 14-5322 KAIMU KAPOHO RD PAHOA HI 96778 990323345 501(C)(3) 489775 N/A N/A EDUCATIONAL SUPPORT HUI MALAMA I KE ALA ULILI PO BOX 6 PAAUILO HI 96776 371799081 501(C)(3) 175920 N/A N/A EDUCATIONAL SUPPORT HUI MALAMA O KE KAI FOUNDATION 41-477 HIHIMANU STREET WAIMANALO HI 96795 990356784 501(C)(3) 175000 N/A N/A EDUCATIONAL SUPPORT HUI O KUAPA PO BOX 486 KAUNAKAKAI HI 96748 990271743 501(C)(3) 134500 N/A N/A EDUCATIONAL SUPPORT HULIAUAPAA 350 AOLOA ST C-107 KAILUA HI 96734 455486637 501(C)(3) 70200 N/A N/A EDUCATIONAL SUPPORT INST FOR NATIVE PACIFIC EDU AND CULTURE 1001 KAMOKILA BLVD KAPOLEI HI 96707 990315193 501(C)(3) 592743 N/A n/a EDUCATIONAL SUPPORT KA HULI O HALOA PO BOX 1159 KANEOHE HI 96744 753115246 501(C)(3) 237000 N/A N/A EDUCATIONAL SUPPORT KAALA FARM INC PO BOX 630 WAIANAE HI 96792 990242181 501(C)(3) 51500 N/A N/A EDUCATIONAL SUPPORT KAI LOA INC 46-500 KUNEKI STREET KANEOHE HI 96744 201632545 501(C)(3) 393825 N/A N/A EDUCATIONAL SUPPORT KAKOO OIWI 46-005 KAWA ST STE 104 KANEOHE HI 96744 571236490 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT KALIHI PALAMA CULTURE & ARTS SOCIETY INC 357 NORTH KING STREET HONOLULU HI 96817 237154899 501(C)(3) 98000 N/A N/A EDUCATIONAL SUPPORT KAMA'AHA EDUCATION INITIATIVE 1500 KALANIANAOLE AVENUE HILO HI 96720 432029008 501(C)(3) 637950 236291 FMV IT INFRASTRUCTURE EDUCATIONAL SUPPORT KANAKA AUPUNI A NIIHAU ALOHA PO BOX 74 KEKAHA HI 96752 203044246 501(C)(3) 206000 N/A N/A EDUCATIONAL SUPPORT KANEHUNAMOKU VOYAGING ACADEMY 47-705 KAMEHAMEHA HWY UNIT A KANEOHE HI 96744 465563571 501(C)(3) 125000 N/A N/A EDUCATIONAL SUPPORT KANU I KA PONO INC 4333 KUKUIHALE ROAD PO BOX 12 ANAHOLA HI 96703 990347359 501(C)(3) 388775 N/A N/A EDUCATIONAL SUPPORT KANU O KA AINA LEARNING OHANA PO BOX 6511 KAMUELA HI 96743 990352665 501(C)(3) 1362875 236291 FMV IT INFRASTRUCTURE EDUCATIONAL SUPPORT KAUAHEA INC PO BOX 966 WAILUKU HI 96793 990314456 501(C)(3) 133800 N/A N/A EDUCATIONAL SUPPORT KAUAI PLANNING & ACTION ALLIANCE INC 2929 UMI STREET 201 LIHUE HI 96766 201579949 501(C)(3) 39978 N/A N/A EDUCATIONAL SUPPORT KE KULA O'PI'ILANI PO BOX 881176 PUKALANI HI 96788 812656151 501(C)(3) 30000 N/A N/A EDUCATIONAL SUPPORT KEAUKAHA COMMUNITY ASSOCIATION INC PO BOX 5146 HILO HI 96720 990344099 501(C)(3) 161000 236291 FMV IT INFRASTRUCTURE EDUCATIONAL SUPPORT KEAUKAHA ONE YOUTH DEVELOPMENT - RISE 67 KEOKEA LOOP HILO HI 96720 205386779 501(C)(3) 185255 N/A N/A EDUCATIONAL SUPPORT KOHALA INSTITUTE PO BOX 344 KAPAAU HI 96755 811160416 501(C)(3) 105000 N/A N/A EDUCATIONAL SUPPORT KOKUA HAWAII FOUNDATION PO BOX 866 HALEIWA HI 96712 200315475 501(C)(3) 16635 N/A N/A EDUCATIONAL SUPPORT KOKUA KALIHI VALLEY COMPREHENSIVE FAM SVCS 2239 NORTH SCHOOL ST HONOLULU HI 96819 990149797 501(C)(3) 175000 N/A N/A EDUCATIONAL SUPPORT KUALOA HEEIA ECUMENICAL YOUTH PROJECT 47-200 WAIHEE ROAD KANEOHE HI 96744 990118209 501(C)(3) 50000 N/A N/A EDUCATIONAL SUPPORT KULA NO NA POE HAWAII 2150 TANTALUS DRIVE HONOLULU HI 96813 990305781 501(C)(3) 65000 N/A N/A EDUCATIONAL SUPPORT KULANIAKEA 117 N JUDD ST HONOLULU HI 96817 475041677 501(C)(3) 71159 N/A N/A EDUCATIONAL SUPPORT KUPU 677 ALA MOANA BLVD HONOLULU HI 96813 510652665 501(C)(3) 301500 N/A N/A EDUCATIONAL SUPPORT LAWAKUA CHARITABLE FUND 737 BISHOP ST STE 1875 HONOLULU HI 96813 473731349 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT LEARNING DISABILITIES ASSOCIATION OF HAWAII 245 N KUKUI STREET HONOLULU HI 96817 990119223 501(C)(3) 315000 N/A N/A EDUCATIONAL SUPPORT LOILOA 45 KAULUWEHI PL KULA HI 96790 320301411 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT MA KA HANA KA IKE BUILDING PROGRAM PO BOX 968 HANA HI 96713 020556883 501(C)(3) 150000 N/A N/A EDUCATIONAL SUPPORT MAILIKUKAHI AINA MOMONA ACADEMY 45-081 WAIKALUA RD KANEOHE HI 96744 475658435 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT MALAMA HONUA PUBLIC CHARTER SCHOOL FDN 41-054 EHUKAI STREET WAIMANALO HI 96795 465734248 501(C)(3) 185150 N/A N/A EDUCATIONAL SUPPORT MALAMA KAUAI PO BOX 1414 KILAUEA HI 96754 205137488 501(C)(3) 25000 N/A N/A EDUCATIONAL SUPPORT MALAMA LEARNING CENTER PO BOX 1662 HONOLULU HI 96806 200442056 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT MALAMA LOKO'EA FOUNDATION 62-540B KAMEHAMEHA HWY HALEIWA HI 96712 271307663 501(C)(3) 330250 N/A N/A EDUCATIONAL SUPPORT MAUI FAMILY SUPPORT SERVICES INC 1844 WILI PA LOOP WAILUKU HI 96793 990208152 501(C)(3) 68754 N/A N/A EDUCATIONAL SUPPORT MOKAUEA FISHERMEN'S ASSOCIATION 4 SAND ISLAND ACCESS ROAD HONOLULU HI 96819 510204581 501(C)(3) 80000 N/A N/A EDUCATIONAL SUPPORT MOLOKAI COMMUNITY SERVICE COUNCIL INC PO BOX 2047 KAUNAKAKAI HI 96748 237426312 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT NA KALAI WAA PO BOX 748 KAMUELA HI 967439705 990304846 501(C)(3) 220415 N/A N/A EDUCATIONAL SUPPORT NA LEO KA KOO 2528 10TH AVE HONOLULU HI 96816 990273990 501(C)(3) 190000 N/A N/A EDUCATIONAL SUPPORT NA MAKA O PAPAHANAUMOKUAKEA PO BOX 1769 KAMUELA HI 96743 208944350 - 59156 N/A N/A EDUCATIONAL SUPPORT OFFICE OF HAWAIIAN AFFAIRS 560 N NIMITZ HWY SUITE 200 HONOLULU HI 96817 990266580 GOVT ENTITY 80000 N/A N/A EDUCATIONAL SUPPORT Pa'i Foundation PO Box 17483 HONOLULU HI 96817 990354949 501(c)(3) 12500 N/A N/A GENERAL SUPPORT PAEPAE O HEEIA PO BOX 6355 KANEOHE HI 96744 710903791 501(C)(3) 395280 N/A N/A EDUCATIONAL SUPPORT PAPA KU MANA 2101 MAKIKI HEIGHTS DR HONOLULU HI 96822 472189065 501(C)(3) 221000 N/A N/A EDUCATIONAL SUPPORT PAPAHANA KUAOLA 46-403 HAIKU ROAD KANEOHE HI 96744 202565007 501(C)(3) 403500 N/A N/A EDUCATIONAL SUPPORT PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 943271325 501(C)(3) 1290000 N/A N/A EDUCATIONAL SUPPORT POLYNESIAN VOYAGING SOCIETY 10 SAND ISLAND PARKWAY HONOLULU HI 96819 237302232 501(C)(3) 400000 N/A N/A EDUCATIONAL SUPPORT PURPLE MAIA FOUNDATION 98-1277 KAAHUMANU ST AIEA HI 96701 464326249 501(C)(3) 70000 N/A N/A EDUCATIONAL SUPPORT SAINT LOUIS SCHOOL 3142 WAIALAE AVE HONOLULU HI 96816 990272260 501(C)(3) 940000 N/A N/A EDUCATIONAL SUPPORT SMITHSONIAN INSTITUTION 1000 JEFFERSON DR S W WASHINGTON DC 20560 530206027 501(C)(3) 98500 N/A N/A EDUCATIONAL SUPPORT ST ANDREW'S PRIORY SCHOOL 224 QUEEN EMMA SQUARE HONOLULU HI 96813 990073525 501(C)(3) 264500 N/A N/A EDUCATIONAL SUPPORT STATE OF HAWAII DEPARTMENT OF EDUCATION PO BOX 2360 HONOLULU HI 93804 990266482 GOVT ENTITY 913240 N/A N/A EDUCATIONAL SUPPORT SUPPORTING THE LANGUAGE OF KAUAI INC 3-1821J KAUMUALII HWY LIHUE HI 96766 204088998 501(C)(3) 376184 N/A N/A EDUCATIONAL SUPPORT THE KOHALA CENTER INC PO BOX 437462 KAMUELA HI 96743 990354676 501(C)(3) 260000 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 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FINANCIAL AID - KS STUDENTS PK-12 & SUMMER SCHOOL 5951 29679701 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 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. X true X X X false false false false false false false true false MICAH KANE TRUSTEE 181069 0 0 0 0 0 0 0 0 0 181069 0 0 0 LANCE WILHELM TRUSTEE 160799 0 0 0 0 0 0 0 0 0 160799 0 0 0 ROBERT NOBRIGA TRUSTEE 160799 0 0 0 0 0 0 0 0 0 160799 0 0 0 CORBETT KALAMA TRUSTEE 185299 0 0 0 0 0 0 0 0 0 185299 0 0 0 L JACK WONG CEO 609692 0 153084 0 1230 0 44800 0 24154 0 832960 0 0 0 DARREL HOKE EVP - ADMINISTRATION 346630 0 0 0 2850 0 26686 0 7388 0 383554 0 0 0 KEVIN COCKETT VP - COMMUNICATIONS/CCO 199206 0 0 0 540 0 14228 0 22950 0 236924 0 0 0 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 227756 0 0 0 840 0 20067 0 19790 0 268453 0 0 0 LAUREN NAHME VP - STRATEGY & INNOVATION 246843 0 0 0 990 0 24872 0 21842 0 294547 0 0 0 BENJAMIN SALAZAR INT EVP-FIN & CFO (THRU 3/18) 257179 0 0 0 33275 0 26675 0 29437 0 346566 0 0 0 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 280808 0 0 0 1830 0 28002 0 21170 0 331810 0 0 0 DR R HOLOUA STENDER EVP - EDUCATION (THRU 1/18) 343368 0 0 0 2520 0 34300 0 21602 0 401790 0 0 0 SCOTT TOPPING FMR EVP-FIN & CFO (THRU 5/17) 175898 0 0 0 484 0 36653 0 10288 0 223323 0 0 0 DUSTIN CLEVENGER DIR-INTERNAL AUDIT (THRU 4/18) 215069 0 0 0 760 0 22111 0 23352 0 261292 0 0 0 ELIZABETH HOKADA CHIEF INVESTMENT OFFICER 696341 0 329410 0 1980 0 100639 0 18584 0 1146954 0 11832 0 JON IWATANI DIRECTOR - FINANCIAL ASSETS 305230 0 70233 0 690 0 36379 0 11037 0 423569 0 0 0 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 295560 0 71684 0 450 0 35644 0 24930 0 428268 0 0 0 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 377919 0 119657 0 3654 0 44233 0 1951 0 547414 0 0 0 M WAI'ALE'ALE SARSONA FMR INTERIM VP-STRATEGIC PLNG 178552 0 0 0 808 0 18486 0 25456 0 223302 0 0 0 WINONA WHITE FORMER VP - HUMAN RESOURCES 269809 0 0 0 3594 0 26008 0 1505 0 300916 0 0 0 JOY KONO FORMER INTERIM VP - ADMIN. 148823 0 0 0 1486 0 15539 0 24784 0 190632 0 0 0 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 155978 0 0 0 1512 0 15954 0 17956 0 191400 0 0 0 BURTON YUEN FORMER KEY EMPLOYEE 594937 0 195715 0 690 0 99957 0 17748 0 909047 0 27715 0 M KAHEALANI NAEOLE-WONG INTERIM EVP-EDUC (EFF 1-3/18) 233739 0 0 0 3150 0 22276 0 1861 0 261026 0 0 0 CARA NAKAMURA DIRECTOR - FINANCIAL ASSETS 315352 0 91975 0 270 0 21903 0 27923 0 457423 0 0 0 JEFF HEIDSIECK DIRECTOR - FINANCIAL ASSETS 250182 0 54169 0 2664 0 25892 0 1753 0 334660 0 0 0 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. 12000 MERIT BASED SCHOLAR SEE PART V JAMIE FONG SEE PART V 76455 SEE PART V false KAINOA KEAWE SEE PART V 27790 SEE PART V false NELSON WONG SEE PART V 69877 SEE PART V false 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 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. P&C INSURANCE COMPANY LLC 745 FORT STREET HONOLULU HI 96813 990315757 INSURANCE HI 3482380 13161938 KS KALOKO'ELI PROPERTIES LLC 567 SOUTH KING STREET SUITE 200 HONOLULU HI 96813 475464058 REAL ESTATE HI 1611463 28160369 KS KE ALI'I PAUAHI FOUNDATION 567 SOUTH KING STREET SUITE 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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