2018-05-10T09:15:54-05:00 2017-06-30 PricewaterhouseCoopers LLP 600 13TH ST NW STE 1000 WASHINGTON DC 20005 990 2016-07-01 990073480 TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP % LOUIS K ANDERSON TRUS 8085236200 PO BOX 3466 HONOLULU HI 96801 LIVINGSTON SM WONG CEO 8085236200 2018-05-09 TRAVIS L PATTON P00369623 2024141000 2018-04-24 2016 2022-09-23 18:48:47Z KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG PO BOX 3466 HONOLULU HI 96801 3958205055 false X WWW.KSBE.EDU X 1885 HI SEE PART III, LINE 1 4 4 3821 4147 9750011 0 106573 113805 37036575 38532406 319912132 446922408 108190763 117641721 465246043 603210340 77493109 87549207 0 0 198989554 207544502 0 0 0 174349343 191087675 450832006 486181384 14414037 117028956 8556638692 9173817006 637903158 610252347 7918735534 8563564659 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 333252822 87549207 43808141 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) 333252822 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 979 0 true 3821 true true true true false false false false false false false false X 4 4 true false false false false false false true true false false true true true true true true true true false HI X LOUIS K ANDERSON 8085236200 PO BOX 3466 HONOLULU HI 96801 X ROBERT NOBRIGA TRUSTEE 10.0 2.0 X 178210 0 0 CORBETT KALAMA TRUSTEE 10.0 2.0 X 176210 0 0 MICAH KANE TRUSTEE 10.0 2.0 X 160210 0 0 LANCE WILHELM TRUSTEE 10.0 2.0 X 158710 0 0 L JACK WONG CEO 50.0 1.0 X 711089 0 67537 DARREL HOKE EVP - ADMINISTRATION 50.0 0.0 X 257663 0 32790 KEVIN COCKETT VP - COMMUNICATIONS/CCO 50.0 1.0 X 192454 0 32140 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 50.0 0.0 X 195766 0 38152 LAUREN NAHME VP - STRATEGY & INNOVATION 50.0 0.0 X 233595 0 44055 BENJAMIN SALAZAR INT EVP-FIN & CFO (AS OF 5/17) 50.0 1.0 X 253670 0 49923 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 50.0 0.0 X 272285 0 48103 DR R HOLOUA STENDER EVP - EDUCATION 50.0 0.0 X 334421 0 52539 SCOTT TOPPING EVP-FINANCE & CFO (THRU 5/17) 50.0 0.0 X 412205 0 45885 DUSTIN CLEVENGER DIRECTOR - INTERNAL AUDIT 50.0 0.0 X 209107 0 38460 ELIZABETH HOKADA CHIEF INVESTMENT OFFICER 50.0 0.0 X 828674 0 77963 JON IWATANI DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 359548 0 40962 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 347260 0 54599 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 50.0 0.0 X 426959 0 36946 WALTER THOEMMES MANAGING DIRECTOR - COMM RE 50.0 0.0 X 285909 0 49974 WILLIAM ZIOMEK INVESTMENT DIR. - FIN'L ASSETS 50.0 0.0 X 347820 0 26194 M WAI'ALE'ALE SARSONA FMR INTERIM VP-STRATEGIC PLNG 50.0 0.0 X 168847 0 32506 WINONA WHITE FORMER VP - HUMAN RESOURCES 50.0 0.0 X 262682 0 28704 JOY KONO FORMER INTERIM VP - ADMIN. 50.0 0.0 X 143854 0 28943 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 50.0 0.0 X 151526 0 24477 D ROD CHAMBERLAIN FORMER VP - CAMPUS EDUCATION 50.0 0.0 X 174642 0 34068 BURTON YUEN FORMER KEY EMPLOYEE 50.0 0.0 X 647497 0 94648 EARL KIM FORMER KEY EMPLOYEE 50.0 0.0 X 278368 0 20171 8169181 0 999739 247 true true false HAWAIIAN DREDGING CONSTRUCTION COMP PO BOX 4088 HONOLULU HI 968124088 CONSTRUCTION SERVICE 16014633 COMPASS GROUP USA INC 2400 YORKMONT RD CHARLOTTE NC 282174511 FOOD SERVICE PREP 5147194 JCVC INC 730 MOOWA ST STE D HONOLULU HI 968174429 CONSTRUCTION SERVICE 4186868 SU-MO BUILDERS INC 907 BANNISTER ST HONOLULU HI 968193336 CONSTRUCTION SERVICE 2956169 EDUCATIONAL RESOURCE DESIGNS INC 520 KUNAWAI LANE HONOLULU HI 96817 COMPUTER SUPPORT 2745552 179 113805 113805 TUITION 611600 30638655 30638655 STUDENT FEES 611600 7251034 7251034 BOOKSTORE 611600 348949 348949 FOOD SERVICES 611600 201538 201538 INTEREST INCOME 611600 78124 78124 14106 14106 38532406 100708779 7569548 93139231 0 650275 650275 220214204 116610317 103603887 0 103603887 103603887 3558141100 26200668 3237505376 622763 320635724 25577905 346213629 346213629 731397 256259 475138 475138 0 0 0 0 0 0 NET PREMIUMS EARNED 524126 3072142 3064399 7743 STUDENT ACTIVITIES 611600 2211336 2211336 PARKING 812930 2122857 2122857 5506086 49863 5456223 12912421 603210340 43808141 9750011 549538383 30228150 30228150 57321057 57321057 0 0 4023366 388129 3635237 3023355 153130 2870225 153802598 113023339 40779259 12622619 8911230 3711389 22588679 15949893 6638786 11483885 8107314 3376571 386663 59812 326851 3612172 3612172 294293 294293 60957 60957 0 32212973 32212973 31929417 13765534 18163883 445707 46294 399413 7926390 3287847 4638543 11096953 424505 10672448 0 11113705 8895041 2218664 4388660 2750547 1638113 0 1576855 1118690 458165 7931750 6852194 1079556 114372 114372 38843017 34035775 4807242 2939216 2342748 596468 REPAIRS & MAINTENANCE 12096842 9700232 2396610 SUPPLIES 11031402 9160238 1871164 STUDENT EXPENSES 5770632 3158763 2611869 MISCELLANEOUS 1466128 805787 660341 5849571 2652201 3197370 486181384 333252822 152928562 0 19517 18917 111223218 51406101 0 0 30419196 18083226 0 0 0 0 49099 97022 0 0 119715718 123852292 1540879713 672278732 892094928 868600981 1485334162 1736338180 5759402435 6276511779 0 0 0 0 158380419 98908508 8556638692 9173817006 53312143 76573379 0 0 179268403 174438949 0 0 0 0 0 0 169476190 244904762 0 0 235846422 114335257 637903158 610252347 X 7918735534 8563564659 0 0 0 0 7918735534 8563564659 8556638692 9173817006 X 117028956 492992778 34807391 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121 73396 73517 452440338 452513855 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 59556 46277 63727 73517 243077 250000 250000 250000 250000 1000000 1500000 3154 13790 121 17065 583000 X X X X false 17322078 1095315 1800604 419281 19798716 17787939 786810 -486997 765674 17322078 13844609 4426295 -456231 26734 17787939 11969919 596273 1638222 359805 13844609 9779312 1155169 1218103 182665 11969919 0.05000 0.53000 0.42000 false true true 104685760 104685760 1311684127 616547810 695136317 88071675 55505345 32566330 36438151 225577 36212574 868600981 HEDGE FUNDS 3090345879 F PRIVATE EQUITY FUNDS 2263266816 F COMMINGLED FUNDS 808939242 F OTHER 113959842 F 6276511779 0 ACCRUED PENSION LIABILITY 19566561 ACCRUED POST RETIREMENT 68420482 DEFERRED COMPENSATION PLAN 6973245 CAPITAL LEASE 16846607 A/P - SECURITIES 2228362 OTHER LIABILITIES 300000 114335257 X 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. IN FY 16-17, RESPONSIBILITY FOR THE ADMINISTRATION AND GOVERNANCE OF THE COLLECTION WAS TRANSFERRED TO 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). 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. 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, 2017 AND 2016, 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 PART I, LINE 3 THE NONDISCRIMINATION POLICY IS PUBLISHED ANNUALLY IN A NEWSPAPER PUBLISHED IN THE STATE OF HAWAII THAT HAS GENERAL CIRCULATION IN THE STATE. Central America and the Caribbean Investments N/A 2110726960 East Asia and the Pacific 1 Investments N/A 114673659 Europe (Including Iceland and Greenland) Investments N/A 187085513 Middle East and North Africa Investments N/A 5096364 North America Investments N/A 74991667 Russia and the Newly Independent States Investments N/A 473007 South America Investments N/A 29058380 South Asia 1 Investments N/A 35839433 Sub-Saharan Africa Investments N/A 37549079 2 2 2595494062 2595494062 true false true true true true STUDENT ACTIVTY 731397 731397 1000 2352 252907 0 731397 731397 1000 2352 252907 256259 475138 true AFTER SCHOOL ALL STARS 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) 2634380 N/A N/A EDUCATIONAL SUPPORT ALU LIKE INC 2969 MAPUNAPUNA PLACE HONOLULU HI 96819 510151095 501(C)(3) 1516500 N/A N/A EDUCATIONAL SUPPORT ASSETS SCHOOL ONE OHANA NUI WAY HONOLULU HI 96818 996001152 501(C)(3) 34100 N/A N/A EDUCATIONAL SUPPORT BOYS AND GIRLS CLUB OF HAWAII 345 QUEEN STREET SUITE 900 HONOLULU HI 96813 996005407 501(C)(3) 200000 N/A N/A EDUCATIONAL SUPPORT CHAMINADE UNIVERSITY 3140 WAIALAE AVENUE SUITE 900 HONOLULU HI 96816 990272261 501(C)(3) 830090 N/A N/A EDUCATIONAL SUPPORT CONSORTIUM FOR HAWAII ECO ENGINEERING EDU 2040 BACHELOT ST HONOLULU HI 96817 990353084 501(C)(3) 335000 N/A N/A EDUCATIONAL SUPPORT CONSUELO ZOBEL ALGER FOUNDATION 110 N HOTEL ST HONOLULU HI 96817 990266163 501(C)(3) 262000 N/A N/A EDUCATIONAL SUPPORT THE DOLLYWOOD FOUNDATION 1020 DOLLYWOOD LANE PIGEON FORGE TN 37863 621348105 501(C)(3) 14672 N/A N/A EDUCATIONAL SUPPORT FRIENDS OF THE LEEWARD COAST PCS 92-1480 ALIINUI DRIVE KAPOLEI HI 96707 220090779 501(C)(3) 20000 N/A N/A EDUCATIONAL SUPPORT HAWAII ASIA PACIFIC ASSOCIATION 999 BISHOP ST SUITE 1900 HONOLULU HI 96813 202170157 501(C)(6) 25000 N/A N/A EDUCATIONAL SUPPORT HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS PO BOX 2360 SUITE 1900 HONOLULU HI 96804 990266482 501(C)(3) 85000 N/A N/A EDUCATIONAL SUPPORT HAWAII CAPITAL CULTURAL COALITION 742 AUAHI ST HONOLULU HI 96813 202837082 501(C)(3) 175000 N/A N/A EDUCATIONAL SUPPORT HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 990261283 501(C)(3) 250000 N/A N/A EDUCATIONAL SUPPORT HAWAII DEPARTMENT OF EDUCATION PO BOX 2360 HONOLULU HI 96804 990266482 GOVT ENTITY 495660 N/A N/A EDUCATIONAL SUPPORT HAWAII FARMERS UNION FOUNDATION PO BOX 443 MAKAWAO HI 96768 475653259 501(C)(3) 147500 N/A N/A EDUCATIONAL SUPPORT HAWAII FORESTRY INDUSTRY ASSOCIATION PO BOX 66 OOKALA HI 96774 990279337 501(C)(6) 289858 N/A N/A EDUCATIONAL SUPPORT HAWAII PUBLIC CHARTER SCHOOLS NETWORK 600 QUEEN STREET C-4 HONOLULU HI 96813 990344930 501(C)(3) 40000 N/A N/A EDUCATIONAL SUPPORT HAWAII NAT'L GUARD YOUTH CHALLENGE ACADEMY 841 BISHOP ST C/O THE HANA GROUP INC HONOLULU HI 96813 810625413 501(C)(3) 250000 N/A N/A EDUCATIONAL SUPPORT HAWAIIAN COMMUNITY ASSETS INC 200 N VINEYARD BLVD A300 C/O THE HANA GROUP INC HONOLULU HI 96817 990348767 501(C)(3) 47210 N/A N/A EDUCATIONAL SUPPORT HO'OKAKO'O CORPORATION PO BOX 37755 HONOLULU HI 96837 760717301 501(C)(3) 1749921 N/A N/A EDUCATIONAL SUPPORT HO'OLA NA PUA PO BOX 401 HALEIWA HI 96712 465139164 501(C)(3) 98207 N/A N/A EDUCATIONAL SUPPORT HO'OULU LAHUI PO BOX 2177 PAHOA HI 96778 990323345 501(C)(3) 341496 N/A N/A EDUCATIONAL SUPPORT HUI MALAMA I KE ALA ULILI PO BOX 6 PAAUILO HI 96776 371799081 501(C)(3) 89875 N/A N/A EDUCATIONAL SUPPORT HUI MALAMA O KE KAI FOUNDATION 41-477 HIHIMANU STREET WAIMANALO HI 96795 990356784 501(C)(3) 64513 N/A N/A EDUCATIONAL SUPPORT HUI O KUAPA PO BOX 486 KAUNAKAKAI HI 96748 990271743 501(C)(3) 62341 N/A N/A EDUCATIONAL SUPPORT HULIAUAPAA 29-2290 OLD MAMALAHOA HWY HAKALAU HI 96710 455486637 501(C)(3) 69700 N/A N/A EDUCATIONAL SUPPORT INST FOR NATIVE PACIFIC EDU AND CULTURE 1001 KAMOKILA BLVD SUITE 226 KAPOLEI HI 96707 990315193 501(C)(3) 635457 N/A N/A EDUCATIONAL SUPPORT KA HULI O HALOA PO BOX 1159 KANEOHE HI 96744 753115246 501(C)(3) 170960 N/A N/A EDUCATIONAL SUPPORT KA WAIHONA O KA NAAUAO PUBLIC CHARTER SCH 89-195 FARRINGTON HIGHWAY WAIANAE HI 96792 383904240 900960 N/A N/A EDUCATIONAL SUPPORT KAALA FARM INC 85-555 FARRINGTON HWY WAIANAE HI 96792 990242181 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT KAHUA OLA HOU PO BOX 563 HOOLEHUA HI 96729 203543005 501(C)(3) 103087 N/A N/A EDUCATIONAL SUPPORT KAI LOA INC 46-500 KUNEKI STREET KANEOHE HI 96744 201362545 501(C)(3) 322460 N/A N/A EDUCATIONAL SUPPORT KAKOO OIWI 46-005 KAWA ST STE 104 KANEOHE HI 96744 571236490 501(C)(3) 74862 N/A N/A EDUCATIONAL SUPPORT KANAKA AUPUNI A NIIHAU ALOHA (AKA KAANA) PO BOX 74 KEKAHA HI 96752 203044246 501(C)(3) 173800 N/A N/A EDUCATIONAL SUPPORT KAMA'AHA EDUCATION INITIATIVE 1500 KALANIANAOLE AVENUE HILO HI 96720 432029008 501(C)(3) 347800 N/A N/A EDUCATIONAL SUPPORT KANU I KA PONO INC PO BOX 12 ANAHOLA HI 96703 990347359 501(C)(3) 296800 N/A N/A EDUCATIONAL SUPPORT KANU O KA AINA LEARNING OHANA PO BOX 6511 KAMUELA HI 96743 990352665 501(C)(3) 1460700 N/A N/A EDUCATIONAL SUPPORT KE ALII PAUAHI FOUNDATION PO BOX 3466 HONOLULU HI 96801 943263044 501(C)(3) 2579888 N/A N/A EDUCATIONAL SUPPORT KEAUKAHA COMMUNITY ASSOC INC PO BOX 5146 HILO HI 96720 990344099 501(C)(3) 182496 N/A N/A EDUCATIONAL SUPPORT KEAUKAHA ONE YOUTH DEVELOPMENT - RISE 67 KEOKEA LOOP HILO HI 96720 205386779 501(C)(3) 117000 N/A N/A EDUCATIONAL SUPPORT THE KOHALA CENTER PO BOX 437462 KAMUELA HI 96743 990354676 501(C)(3) 382700 N/A N/A EDUCATIONAL SUPPORT KULALOA HEEIA ECUMENICAL YOUTH (KEY) PROJECT 47-200 WAIHEE ROAD KANEOHE HI 96744 990118209 501(C)(3) 109281 N/A N/A EDUCATIONAL SUPPORT KULANIAKEA 117 N JUDD ST HONOLULU HI 96817 475041677 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT KUPU 677 ALA MOANA BLVD SUITE 1200 HONOLULU HI 96813 510652665 501(C)(3) 367000 N/A N/A EDUCATIONAL SUPPORT LAWAKUA CHARITABLE FUND 737 BISOP ST STE 1875 HONOLULU HI 96813 473731349 501(C)(3) 15000 N/A N/A EDUCATIONAL SUPPORT LEARNING DISABILITIES ASSOCIATION OF HAWAII 245 N KUKUI STREET SUITE 205 HONOLULU HI 96817 990119223 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) 151500 N/A N/A EDUCATIONAL SUPPORT MAKAUILA INC 1839 KEEAUMOKU ST HONOLULU HI 96822 272294683 501(C)(3) 250000 N/A N/A EDUCATIONAL SUPPORT MALAMA HONUA PCS 41-054 EHUKAI WAIMANALO HI 96795 465734248 501(C)(3) 173660 N/A N/A EDUCATIONAL SUPPORT MALAMA LEARNING CENTER PO BOX 1662 HONOLULU HI 96806 200442056 501(C)(3) 90000 N/A N/A EDUCATIONAL SUPPORT MALAMA LOKO'EA FOUNDATION 62-540B KAMEHAMEHA HWY HALEIWA HI 96712 271307663 501(C)(3) 226549 N/A N/A EDUCATIONAL SUPPORT MAUI FAMILY SUPPORT SERVICES INC 1844 WILI PA LOOP WAILUKU HI 96793 990208152 501(C)(3) 35000 N/A N/A EDUCATIONAL SUPPORT MAUNALUA FISHPOND HERITAGE CENTER PO BOX 240204 HONOLULU HI 96824 261349087 501(C)(3) 25000 N/A N/A EDUCATIONAL SUPPORT PAEPAE O HEEIA PO BOX 6355 KANEOHE HI 96744 710903791 501(C)(3) 401550 N/A N/A EDUCATIONAL SUPPORT PAPA KU MANA 2101 MAKIKI HEIGHTS DR HONOLULU HI 96822 472189065 501(C)(3) 239656 N/A N/A EDUCATIONAL SUPPORT PAPAHANA KUAOLA 46-403 HAIKU ROAD KANEOHE HI 96744 202565007 501(C)(3) 434900 N/A N/A EDUCATIONAL SUPPORT PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 943271325 501(C)(3) 1108827 N/A N/A EDUCATIONAL SUPPORT PEACE CHILD INTERNATIONAL HAWAII 1483 SAINT LOUIS DR HONOLULU HI 96816 811110983 501(C)(3) 53900 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) 274930 N/A N/A EDUCATIONAL SUPPORT READ TO ME INTERNATIONAL 126 QUEEN ST HONOLULU HI 96813 990327529 501(C)(3) 110283 N/A N/A EDUCATIONAL SUPPORT SOCIAL-IMPACT INTERNATIONAL PO BOX 218 BIG SUR CA 93920 204754157 501(C)(3) 78375 N/A N/A EDUCATIONAL SUPPORT SUPPORTING THE LANGUAGE OF KAUAI PO BOX 245 LIHUE HI 96766 204088998 501(C)(3) 251800 N/A N/A EDUCATIONAL SUPPORT TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 133541913 501(C)(3) 100000 N/A N/A EDUCATIONAL SUPPORT THE QUEENS MEDICAL CENTER 1301 PUNCHBOWL ST HONOLULU HI 96813 990073524 501(C)(3) 77541 N/A N/A EDUCATIONAL SUPPORT THREE MOUNTAIN ALLIANCE FOUNDATION PO BOX 906 VOLCANO HI 96785 472233528 501(C)(3) 265390 N/A N/A EDUCATIONAL SUPPORT ULU MAU PUANUI INC PO BOX 685 KAMUELA HI 96743 272218803 501(C)(3) 133610 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII 2500 CAMPUS ROAD HONOLULU HI 96822 996000354 GOVT ENTITY 3218669 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII FOUNDATION 2444 DOLE STREET BACHMAN HALL ROOM 105 HONOLULU HI 96822 990085260 501(C)(3) 1777684 N/A N/A EDUCATIONAL SUPPORT WAIANAE COMMUNITY REDEVELOPMENT CORPORATION PO BOX 441 WAIANAE HI 96792 990350803 501(C)(3) 650000 N/A N/A EDUCATIONAL SUPPORT WAIPA FOUNDATION PO BOX 1189 HANALEI HI 96714 990313224 501(C)(3) 524314 N/A N/A EDUCATIONAL SUPPORT WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99251 910473310 501(C)(3) 175000 N/A N/A EDUCATIONAL SUPPORT EDUCATIONAL SUPPORT WORLD WIDE TECHNOLOGY INC FAMILY FDN 60 WELDON PKWY MARYLAND HTS MO 63043 811606634 501(C)(3) 126438 N/A N/A EDUCATIONAL SUPPORT WAIMEA MIDDLE PUBLIC CONVERSION CHARTER SCHOOL 67-1229 MAMALAHOA HWY KAMUELA HI 96743 990264482 GOVT ENTITY 99300 N/A N/A EDUCATIONAL SUPPORT 72 3 SCHOLARSHIPS - PRESCHOOL 1911 12792422 N/A N/A SCHOLARSHIPS - K-12 612 3601690 N/A N/A SCHOLARSHIPS - POST-HIGH 2212 13041019 N/A N/A STIPENDS - POST-HIGH 45 86400 N/A N/A FINANCIAL AID - KS STUDENTS PK-12 & SUMMER SCHOOL 7622 27799526 N/A N/A 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 X X true false false false false false false false false ROBERT NOBRIGA TRUSTEE 178210 0 0 0 0 0 0 0 0 0 178210 0 0 0 CORBETT KALAMA TRUSTEE 176210 0 0 0 0 0 0 0 0 0 176210 0 0 0 MICAH KANE TRUSTEE 160210 0 0 0 0 0 0 0 0 0 160210 0 0 0 LANCE WILHELM TRUSTEE 158710 0 0 0 0 0 0 0 0 0 158710 0 0 0 L JACK WONG CEO 590800 0 118900 0 1389 0 44500 0 23037 0 778626 0 0 0 DARREL HOKE EVP - ADMINISTRATION 254730 0 0 0 2933 0 25498 0 7292 0 290453 0 0 0 KEVIN COCKETT VP - COMMUNICATIONS/CCO 191914 0 0 0 540 0 10308 0 21832 0 224594 0 0 0 T KA'EO DUARTE VP-COMM. ENGAGEMNT & RESOURCES 194817 0 0 0 949 0 19418 0 18734 0 233918 0 0 0 LAUREN NAHME VP - STRATEGY & INNOVATION 232605 0 0 0 990 0 23246 0 20809 0 277650 0 0 0 BENJAMIN SALAZAR INT EVP-FIN & CFO (AS OF 5/17) 252830 0 0 0 840 0 23954 0 25969 0 303593 0 0 0 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 270289 0 0 0 1996 0 27853 0 20250 0 320388 0 0 0 DR R HOLOUA STENDER EVP - EDUCATION 331566 0 0 0 2855 0 29654 0 22885 0 386960 0 0 0 SCOTT TOPPING EVP-FINANCE & CFO (THRU 5/17) 410975 0 0 0 1230 0 22232 0 23653 0 458090 0 0 0 DUSTIN CLEVENGER DIRECTOR - INTERNAL AUDIT 172307 0 36000 0 800 0 15262 0 23198 0 247567 0 0 0 ELIZABETH HOKADA CHIEF INVESTMENT OFFICER 534616 0 292055 0 2003 0 60443 0 17520 0 906637 0 35115 0 JON IWATANI DIRECTOR - FINANCIAL ASSETS 294180 0 64583 0 785 0 30335 0 10627 0 400510 0 0 0 HERLING RYAN LEE DIRECTOR - FINANCIAL ASSETS 286945 0 59865 0 450 0 30727 0 23872 0 401859 0 0 0 M'LISS MOORE MANAGING DIR. - FIN'L ASSETS 347287 0 75712 0 3960 0 35023 0 1923 0 463905 0 0 0 WALTER THOEMMES MANAGING DIRECTOR - COMM RE 284337 0 0 0 1572 0 28457 0 21517 0 335883 0 0 0 WILLIAM ZIOMEK INVESTMENT DIR. - FIN'L ASSETS 63957 0 0 0 283863 0 23817 0 2377 0 374014 0 0 0 M WAI'ALE'ALE SARSONA FMR INTERIM VP-STRATEGIC PLNG 162817 0 0 0 6030 0 18764 0 13742 0 201353 0 0 0 WINONA WHITE FORMER VP - HUMAN RESOURCES 259073 0 0 0 3609 0 27677 0 1027 0 291386 0 0 0 JOY KONO FORMER INTERIM VP - ADMIN. 142411 0 0 0 1443 0 15031 0 13912 0 172797 0 0 0 RANDIE FONG FORMER VP-HI CULTURAL AFFAIRS 149991 0 0 0 1535 0 13343 0 11134 0 176003 0 0 0 D ROD CHAMBERLAIN FORMER VP - CAMPUS EDUCATION 172953 0 0 0 1689 0 28236 0 5832 0 208710 0 0 0 BURTON YUEN FORMER KEY EMPLOYEE 469046 0 177704 0 747 0 77840 0 16808 0 742145 0 42704 0 EARL KIM FORMER KEY EMPLOYEE 142651 0 0 0 135717 0 19160 0 1011 0 298539 0 0 0 SCHEDULE J, PART I, LINE 4 WILLIAM ZIOMEK, ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES FOR THE YEAR, SEPARATED FROM SERVICE IN 2016 AND PURSUANT TO HIS SEPARATION AGREEMENT RECEIVED A PAYMENT OF $250,151 IN CALENDAR YEAR 2016. EARL KIM, A FORMER KEY EMPLOYEE, SEPARATED FROM SERVICE IN 2016 AND PURSUANT TO HIS SEPARATION AGREEMENT RECEIVED A PAYMENT OF $133,911 IN CALENDAR YEAR 2016. 1921 NEED BASED SCHOLARSHIP SEE PART V 14425 MERIT BASED SCHOLARSHIP SEE PART V JAMIE FONG SEE PART V 61438 SEE PART V false KAINOA KEAWE SEE PART V 56666 SEE PART V false SCH L, PART III, GRANTS TO INTERESTED PERSONS: (C) AMOUNT OF ASSISTANCE: $1,921. (D) TYPE OF ASSISTANCE: NEED BASED SCHOLARSHIP. (E) PURPOSE OF ASSISTANCE: FINANCIAL AID WAS PROVIDED TO AN INTERESTED PERSON TO ATTEND KAMEHAMEHA SCHOOLS. (C) AMOUNT OF ASSISTANCE: $14,425. (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 $61,438. (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 $56,666. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES? = NO FORM 990, PART III, LINE 4A: AS OF JUNE 30, 2017, THE OVERALL FAIR VALUE OF KAMEHAMEHA SCHOOLS' FINANCIAL INVESTMENTS AND REAL ESTATE WAS APPROXIMATELY $11.5 BILLION. THE FAIR VALUE EXCLUDES NON-INVESTMENT RELATED ASSETS, SUCH AS EDUCATIONAL, ADMINISTRATIVE, AND AGRICULTURAL AND CONSERVATION ASSETS AND IS USED FOR TRUST SPENDING PURPOSES. FISCAL YEAR 2017 WAS THE SECOND YEAR OF KAMEHAMEHA SCHOOL'S STRATEGIC PLAN 2015-2020, THE FIRST IN A SERIES OF STRATEGIC PLANS OUTLINING HOW KAMEHAMEHA SCHOOLS 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." IN THIS SECOND YEAR OF IMPLEMENTING ITS STRATEGIC PLAN, KS ACCELERATED THE PATHWAY TO SP2020 AND VISION 2040 BY MAKING SUBSTANTIAL PROGRESS UNDER EACH OF ITS FIVE GOALS, INCLUDING: HIRING NEW LEADERSHIP AND REGIONAL TEAMS; COMPLETING TRI-CAMPUS, GROUP TACTICAL, COMMUNITY EDUCATION, REGIONAL, AND LAND PLANS; ENGAGING NEW STRATEGIC PARTNERS; IMPLEMENTING A NEW CODE OF CONDUCT, STUDENT SAFETY MEASURES, POLICIES, PROCEDURES AND PROCESSES, AND MULTI-YEAR FINANCIAL PLANS TO SUPPORT THE NEW STRATEGIC WORK; AND STRENGTHENING OUTCOMES FOR OUR KEIKI IN COMMUNITIES THROUGH WORK UNDER THESE PLACES, PARTNERSHIPS, NETWORKS, AND COLLECTIVE IMPACT MEASURES. FOR THIS FISCAL YEAR, KAMEHAMEHA SCHOOLS HAD A TOTAL EDUCATIONAL SPEND OF $363 MILLION. EDUCATIONAL SPEND CONSISTS OF $197 MILLION ON CAMPUS-BASED PROGRAMS, $97 MILLION ON SCHOLARSHIPS AND COMMUNITY-FOCUSED PROGRAMS, AND $69 MILLION ON OTHER EDUCATIONAL COSTS PRIMARILY CAPITAL, DEBT FINANCING, AND SUPPORT SERVICES. EDUCATIONAL SPENDING AND STUDENTS SERVED FOR THIS FISCAL YEAR INCLUDE: PRESCHOOLS: $32.9 MILLION SERVING 1,604 LEARNERS AT 30 PRESCHOOL SITES. TRI-CAMPUS: $164.3 MILLION SERVING 5,422 LEARNERS AT K-12 CAMPUSES AT KS HAWAI'I (1,159 ENROLLED, 138 GRADUATED), KS MAUI (1,065 ENROLLED, 114 GRADUATED), AND KS KAPALAMA (3,198 ENROLLED, 447 GRADUATED). SCHOLARSHIPS: $30.1 MILLION DISBURSED IN SERVING 4,780 LEARNERS, INCLUDING $12.8 MILLION IN PAUAHI KEIKI SCHOLARSHIPS TO 1,911 LEARNERS, $3.6 MILLION IN KIPONA SCHOLARSHIPS TO 600 LEARNERS, AND $12.4 MILLION IN POST-HIGH SCHOLARSHIPS TO 2,028 LEARNERS. COMMUNITY EDUCATION: $40.8 MILLION ON PROGRAMS SERVING 13,384 LEARNERS. COMMUNITY INVESTING: $25.5 MILLION AWARDED TO 68 ORGANIZATIONS THROUGH OUR EFFORTS SERVING 29,485 LEARNERS. FOR MORE, INCLUDING A COPY OF KAMEHAMEHA SCHOOLS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR FISCAL YEAR 2017, PLEASE VISIT HTTP:/WWW.KSBE.EDU/ANNUALREPORTS. FOR MORE ABOUT KAMEHAMEHA SCHOOLS' VISION AND STRATEGIC PLAN, GO TO WWW.KSBE.EDU/SP2020/. FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES AUSTRALIA BELGIUM BRAZIL CANADA CHILE COLOMBIA CZECH REPUBLIC EGYPT FRANCE GERMANY HONG KONG HUNGARY INDIA INDONESIA IRELAND ITALY JAPAN LUXEMBOURG MALAYSIA MEXICO NETHERLANDS NEW ZEALAND NIGERIA NORWAY OMAN PHILIPPINES POLAND PORTUGAL SINGAPORE SOUTH AFRICA SOUTH KOREA SWEDEN SWITZERLAND TAIWAN THAILAND TURKEY UNITED ARAB EMIRATES UNITED KINGDOM FORM 990, PART VI, LINE 2: BISHOP HOLDINGS CORPORATION - CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - BISHOP HOLDINGS CORPORATION IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) KAMEHAMEHA INVESTMENT CORPORATION - CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) PAUAHI MANAGEMENT CORPORATION - CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (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 TAX DEPARTMENT STAFF, STAFF FROM THE CONTROLLERS' DIVISION, AND THE ENDOWMENT GROUP; (2) THE RETURN IS REVIEWED BY THE VICE PRESIDENT OF LEGAL, THE EXECUTIVE VICE PRESIDENT OF FINANCE AND THE VICE PRESIDENT OF COMMUNICATIONS; (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, LINE 1A, COLUMN B: THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO POSITION RANGES FROM 40 TO 60 HOURS FOR OFFICERS, DIRECTORS, 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. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARIES 3,429,548 CUM. EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES 31,377,843 ---------- TOTAL OTHER CHANGES IN NET ASSETS 34,807,391 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. FEDERAL REGULATIONS 1.110-1 QUALIFIED LESSEE CONSTRUCTION ALLOWANCES STATEMENT: TORRID, LLC 18305 E. SAN JOSE AVENUE CITY OF INDUSTRY, CA 91748 CONSTRUCTION ALLOWANCE $250,000 THE CONSTRUCTION ALLOWANCE TREATED BY THE LESSOR AS NONRESIDENTIAL REAL PROPERTY OWNED BY THE LESSOR $250,000 P&C INSURANCE COMPANY LLC PO BOX 3466 HONOLULU HI 96801 990315757 INSURANCE HI 3582284 13110205 KAMEHAMEHA S KALOKO'ELI PROPERTIES LLC PO BOX 3466 HONOLULU HI 96801 475464058 REAL ESTATE HI 630631 24230030 KAMEHAMEHA S KE ALI'I PAUAHI FOUNDATION PO BOX 3466 HONOLULU HI 96801 943263044 FUNDRAISING HI 501(C)(3) 12 I KAMEHAMEHA S true CHARLES REED BISHOP TRUST PO BOX 3466 HONOLULU HI 96801 996005262 SUPPORT ORG. HI 501(C)(3) 12 D III-O KAMEHAMEHA S true SINO FINANCE GROUP PO BOX 3466 HONOLULU HI 96801 990324938 INTL. BUS. 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