2016-05-16T10:32:00-05:00 2015-06-30 PricewaterhouseCoopers LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 20005 990 2014-07-01 990073480 TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP % KELI'I ANDERSON TRUS 8085236200 PO BOX 3466 HONOLULU HI 96801 LIVINGSTON SM WONG CEO 8085236200 2016-05-13 TRAVIS L PATTON P00369623 2024141000 2016-05-06 2014 2016-08-17 19:52:53Z KAMEHAMEHA SCHOOLS LIVINGSTON SM WONG PO BOX 3466 HONOLULU HI 96801 5017453731 false X WWW.KSBE.EDU X 1887 HI SEE SCHEDULE O 5 5 3826 2920 -9492289 -10163495 568991 100308 31313802 35161845 768749588 613488843 114387903 118399375 915020284 767150371 68704641 74168476 0 0 186355877 185607291 0 0 0 177818017 173421743 432878535 433197510 482141749 333952861 9027951453 9072343453 565629082 653359263 8462322371 8418984190 X KAMEHAMEHA SCHOOL'S 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 295863293 74168476 40135399 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 TWENTY-NINE 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) 295863293 true true false true false true false true false true true true false false true true false true true true true false false false true false false true true true false false false false false false true false false false false false true true true true false false true X 955 0 true 3826 true true true true AS BE BR CA CI CH CO EZ EG FI 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 KELI'I ANDERSON 8085236200 PO BOX 3466 HONOLULU HI 96801 X LANCE WILHELM TRUSTEE 20.0 0.0 X 170500 0 0 CORBETT KALAMA TRUSTEE 20.0 0.0 X 151500 0 0 MICAH KANE TRUSTEE 20.0 1.0 X 157500 0 0 ROBERT NOBRIGA TRUSTEE 20.0 0.0 X 151500 0 0 JANEEN-ANN OLDS TRUSTEE 20.0 1.0 X 182000 0 0 L JACK WONG CEO 50.0 1.0 X 451046 0 52868 MARSHA BOLSON VP-COM RELAT./COMM. THRU 06/15 50.0 0.0 X 176045 0 33738 D ROD CHAMBERLAIN VP - CAMPUS EDUCATION 50.0 0.0 X 331438 0 47192 KEVIN COCKETT VP-COMMUNICATIONS AS OF 06/15 50.0 0.0 X 0 0 0 T KA'EO DUARTE VP-COMM. ENGAGEMENT 50.0 0.0 X 167450 0 29552 RANDIE FONG VP - HAWAIIAN CULTURAL AFFAIRS 50.0 0.0 X 150777 0 42864 ELIZABETH HOKADA VP - ENDOWMENT 50.0 0.0 X 716603 0 155771 DARREL HOKE EVP - ADMIN. AS OF 4/15 50.0 0.0 X 305914 0 25812 SYLVIA HUSSEY VP - ADMIN. THRU 07/14 50.0 0.0 X 297062 0 31749 JOY KONO INTERIM VP - ADMINISTRATION 50.0 0.0 X 143107 0 32427 LAUREN NAHME VP-STRAT/INNOVATION 50.0 0.0 X 175788 0 32539 CHRISTOPHER PATING VP-STRAT PLAN/IMPLT THRU 01/15 50.0 0.0 X 375745 0 44253 BENJAMIN SALAZAR VP & CHIEF FINANCIAL OFFICER 50.0 1.0 X 236403 0 34625 M WAI'ALE'ALE SARSONA INTERIM VP - STRAT PLAN & IMP 50.0 0.0 X 96283 0 32819 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 50.0 0.0 X 184236 0 34800 R HOLOUA STENDER EVP - EDUCATION 50.0 0.0 X 235146 0 83969 SCOTT TOPPING EVP-FINANCE & CFO AS OF 06/15 50.0 0.0 X 0 0 0 WINONA WHITE VP - HUMAN RESOURCES 50.0 0.0 X 234668 0 13330 LEE ANN DELIMA HEAD OF SCHOOL - MAUI CAMPUS 50.0 1.0 X 237865 0 44184 EARL KIM HEAD OF SCHOOL - KAPALAMA CAMP 50.0 0.0 X 262193 0 20849 BURTON YUEN SR.DIRECTOR - FINANCIAL ASSETS 50.0 0.0 X 480600 0 110543 JON IWATANI INVESTMENT ASSOC DIR. - FAD 50.0 0.0 X 293834 0 32492 H RYAN LEE INVESTMENT ASSOC DIR. - FAD 50.0 0.0 X 290417 0 35452 M'LISS MOORE INVESTMENT DIRECTOR - FAD 50.0 0.0 X 350579 0 25877 PAUL QUINTILIANI SR DIR - COMM. R.E. THRU 09/14 50.0 0.0 X 343735 0 39016 WILLIAM ZIOMEK INVESTMENT DIRECTOR - FAD 50.0 0.0 X 322384 0 30017 DEE JAY MAILER CEO - THROUGH 04/01/14 50.0 0.0 X 265644 0 23809 7937962 0 1090547 173 true true false SWINERTON BUILDERS 1003 BISHOP ST STE 1340 HONOLULU HI 96813 CONSTRUCTION SERVICE 27760297 RAM CORP DBA ALLIED BUILDERS SYST 1717 AKAHI ST 2ND FL HONOLULU HI 96819 CONSTRUCTION SERVICE 10673409 HAWAIIAN DREDGING CONSTRUCTION COMP PO BOX 4088 HONOLULU HI 96812 CONSTRUCTION SERVICE 7343445 DESIGNER BUILD SYSTEMS INC 540 LAGOON DRIVE 101 HONOLULU HI 96819 CONSTRUCTION SERVICE 6314811 NORDIC PCL CONSTRUCTION INC 1099 ALAKEA STREET STE 1560 HONOLULU HI 96813 CONSTRUCTION SERVICE 5648380 253 100308 100308 TUITION 611600 27924620 27924620 STUDENT FEES 611600 6565442 6565442 BOOKSTORE 611600 345103 345103 FOOD SERVICES 611600 196761 196761 INTEREST INCOME 611600 127161 127161 2758 2758 35161845 89730780 -10251631 99982411 0 443137 443137 222324860 111545124 110779736 0 110779736 110779736 4502215151 160074209 4138063816 467481 364151335 159606728 523758063 523758063 601212 226939 374273 374273 0 0 NET PREMIUMS EARNED 524126 3002882 2984205 18677 STUDENT ACTIVITIES 611600 1989349 1989349 PARKING 812930 713904 713904 1096094 26761 1069333 6802229 767150371 40135399 -9492289 736406953 23685856 23685856 50482620 50482620 0 0 7064542 1156329 5908213 0 140422238 107054978 33367260 6068516 4452314 1616202 21274494 15608548 5665946 10777501 7907175 2870326 494826 494826 3975066 801 3974265 307781 307781 37504 37504 0 29762032 29762032 23922302 7879160 16043142 686008 183150 502858 7592333 675585 6916748 6938964 338009 6600955 0 12807866 8393425 4414441 3464602 2064981 1399621 0 1708225 1155086 553139 7421749 7421625 124 114372 114372 36995511 32309486 4686025 3119517 2676063 443454 SUPPLIES 12315710 9988810 2326900 REPAIRS & MAINTENANCE 12262729 8199849 4062880 STUDENT EXPENSES 4473940 2253620 2220320 MISCELLANEOUS 905690 609837 295853 4115016 1251614 2863402 433197510 295863293 137334217 0 24017 19246 44560686 18808154 0 0 18205153 15870631 0 0 0 0 52461 83912 0 0 113018663 117120277 1460322817 574359494 891567784 885963323 2331004026 1680141197 5565947317 6183766680 0 0 0 0 63571346 170570033 9027951453 9072343453 82442860 55863148 0 0 131129685 184874644 0 0 0 0 0 0 244547619 193761905 0 0 107508918 218859566 565629082 653359263 X 8462322371 8418984190 0 0 0 0 8462322371 8418984190 9027951453 9072343453 X 333952861 -344118902 -33172140 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3154 43123 46277 544252090 544298367 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 85775 54980 59556 46277 246588 250000 250000 250000 250000 1000000 1500000 32 0 3154 3186 583000 X X X X false 13844609 4426295 -456231 26734 17787939 11969919 596273 1638222 359805 13844609 9779312 1155169 1218103 182665 11969919 9421444 371499 269139 282770 9779312 7719590 577553 1345285 220984 9421444 0.05000 0.50000 0.45000 false true true 0 98317543 98317543 0 1209067825 526211250 682856575 0 0 0 0 83752924 47961319 35791605 0 69184525 186925 68997600 885963323 HEDGE FUNDS 3760959655 F PRIVATE EQUITY FUNDS 1618659628 F COMMINGLED FUNDS 662014218 F OTHER 142133179 F 6183766680 0 ACCRUED PENSION LIABILITY 69984651 ACCRUED POST RETIREMENT 53504062 DEFERRED COMPENSATION PLAN 6247715 STUDENT ACCOUNTS 260 CAPITAL LEASE 13989369 A/P - SECURITIES 74830882 OTHER LIABILITIES 302627 218859566 X PART III, LINE 4 ART COLLECTION THE KAMEHAMEHA SCHOOLS ART 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. THE ART COLLECTION IS MANAGED BY THE KAMEHAMEHA SCHOOLS 'IKE HAWAI'I ART CONSORTIUM, A CAREFULLY SELECTED GROUP COMPOSED OF FACULTY AND STAFF MEMBERS FROM THROUGHOUT THE ORGANIZATION. THE PRIMARY FOCUS OF THE CONSORTIUM IS TO IDENTIFY WAYS TO SHARE THE KS ART COLLECTION FOR EDUCATIONAL PURPOSES AND TO CARE FOR THE COLLECTION. THE CONSORTIUM ALSO OVERSEES THE ACQUISITION OF NEW ART PIECES THROUGH DONATION OR ACQUISITION. 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 VAST COLLECTION SERVES AS A VALUABLE EDUCATIONAL RESOURCE FOR TEACHERS AND THEIR STUDENTS. 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, 2015 AND 2014, 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 174513000 East Asia and the Pacific 1 Investments N/A 963003000 Europe (Including Iceland and Greenland) Investments N/A 1331867000 Middle East and North Africa Investments N/A 21494000 North America Investments N/A 164674000 Russia and the Newly Independent States Investments N/A 4118000 South America Investments N/A 102470000 South Asia 1 Investments N/A 291767000 Sub-Saharan Africa Investments N/A 58396000 2 2 3112302000 3112302000 true false true true true true STUDENT ACTIVTY 601212 601212 1451 2993 222495 0 601212 601212 1451 2993 222495 226939 374273 true AHA PUNANA LEO INC 96 PUUHONU PLACE HILO HI 96720 990226111 501 ( C ) (3) 1782500 N/A N/A EDUCATIONAL SUPPORT AFTER SCHOOL ALL STARS 4747 KILAUEA AVENUE HONOLULU HI 96816 274604870 501 ( C ) (3) 60000 N/A N/A EDUCATIONAL SUPPORT ALU LIKE INC 2969 MAPUNAPUNA PLACE HONOLULU HI 96819 510151095 501 ( C ) (3) 1632800 N/A N/A EDUCATIONAL SUPPORT BIG BROTHERS BIG SISTERS HAWAII INC 418 KUWILI STREET HONOLULU HI 96817 990109970 501 ( C ) (3) 50000 N/A N/A EDUCATIONAL SUPPORT BOYS AND GIRLS CLUB OF HAWAII 345 QUEEN STREET PMB 285 HONOLULU HI 96813 996005407 501 ( C ) (3) 125000 N/A N/A EDUCATIONAL SUPPORT CHAMINADE UNIVERSITY 3140 WAIALAE AVENUE SUITE 900 HONOLULU HI 96816 990272261 501 ( C ) (3) 61128 N/A N/A EDUCATIONAL SUPPORT FRIENDS OF THE LEEWARD COAST PUBLIC CHARTER SCHOOL 92-1480 ALIINUI DRIVE KAPOLEI HI 96707 200090779 501 ( C ) (3) 920900 N/A N/A EDUCATIONAL SUPPORT GOOD BEGINNINGS ALLIANCE 850 RICHARDS STREET HONOLULU HI 96813 943257650 501 ( C ) (3) 150000 N/A N/A EDUCATIONAL SUPPORT HI ASSN FOR THE ED OF YOUNG CHILDREN 1806 N KING STREET SUITE 201 HONOLULU HI 96826 237425746 501 ( C ) (3) 100000 N/A N/A EDUCATIONAL SUPPORT HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS PO BOX 2360 SUITE 30 HONOLULU HI 96804 990266482 501 ( C ) (3) 125000 N/A N/A EDUCATIONAL SUPPORT HAWAII INSTITUTE FOR PUBLIC AFFAIRS 1003 BISHOP STREET HONOLULU HI 96813 223859306 501 ( C ) (3) 50000 N/A N/A EDUCATIONAL SUPPORT HAWAII DEPARTMENT OF EDUCATION PO BOX 2360 SUITE 765 HONOLULU HI 96804 990266482 GOVT ENTITY 444280 N/A N/A EDUCATIONAL SUPPORT HAWAII FOREST INDUSTRY ASSOCIATION PO BOX 66 STE 200 OOKALA HI 96774 990279337 501 ( C ) (6) 180300 N/A N/A EDUCATIONAL SUPPORT HAWAII PUBLIC CHARTER SCHOOLS NETWORK 99-195 OHEKANI LOOP STE 30 AIEA HI 96701 990344930 501 ( C ) (3) 60000 N/A N/A EDUCATIONAL SUPPORT HAWAIIAN SILVERSWORD FOUNDATION 721 N FORGEUS AVENUE STE 1212 TUCSON AZ 85716 860879183 501 ( C ) (3) 111250 N/A N/A EDUCATIONAL SUPPORT HOOKAKOO CORPORATION PO BOX 37755 HONOLULU HI 96837 760717301 501 ( C ) (3) 1160698 N/A N/A EDUCATIONAL SUPPORT HOOULU LAHUI PO BOX 2177 PAHOA HI 96778 990323345 501 ( C ) (3) 532250 N/A N/A EDUCATIONAL SUPPORT HULIAUAPAA 29-2290 OLD MAMALAHOA HIGHWAY HAKALAU HI 96710 455486637 501 ( C ) (3) 58900 N/A N/A EDUCATIONAL SUPPORT HUI MALAMA O KE KAI 41-477 HIHIMANU STREET WAIMANALO HI 96795 990356784 501 ( C ) (3) 73596 N/A N/A EDUCATIONAL SUPPORT INSTITUTE FOR NATIVE PACIFIC ED AND CULTURE 1001 KAMOKILA BLVD KAPOLEI HI 96707 990315193 501 ( C ) (3) 1050000 N/A N/A EDUCATIONAL SUPPORT KA HULI O HALOA PO BOX 1159 SUITE 226 KANEOHE HI 96744 753115246 501 ( C ) (3) 246300 N/A N/A EDUCATIONAL SUPPORT KANAKA AUPUNI A NIIHAU ALOHA PO BOX 74 KEKAHA HI 96752 990349254 501 ( C ) (3) 223000 N/A N/A EDUCATIONAL SUPPORT KAI LOA INC 46-500 KUNEKI STREET STE 226 KANEOHE HI 96744 201632545 501 ( C ) (3) 215900 N/A N/A EDUCATIONAL SUPPORT KAMAAHA EDUCATION INITIATIVE 1500 KALANIANAOLE AVENUE HILO HI 96720 432029008 501 ( C ) (3) 402500 N/A N/A EDUCATIONAL SUPPORT KANU I KA PONO INC PO BOX 12 ANAHOLA HI 96703 990347359 501 ( C ) (3) 367750 N/A N/A EDUCATIONAL SUPPORT KANU O KA AINA LEARNING OHANA PO BOX 6511 KAMUELA HI 96743 990352665 501 ( C ) (3) 1789500 N/A N/A EDUCATIONAL SUPPORT KEAUKAHA COMMUNITY ASSOCIATION PO BOX 5146 HILO HI 96720 990344099 501 ( C ) (3) 173000 N/A N/A EDUCATIONAL SUPPORT KEY PROJECT 47-200 WAIHEE ROAD SUITE 124 KANEOHE HI 96744 990118209 501 ( C ) (3) 25100 N/A N/A EDUCATIONAL SUPPORT KUPU 677 ALA MOANA BLVD HONOLULU HI 96813 510652665 501 ( C ) (3) 179500 N/A N/A EDUCATIONAL SUPPORT LEARNING DISABILITIES ASSOCIATION OF HAWAII 245 N KUKUI STREET SUITE 1200 HONOLULU HI 96817 990119223 501 ( C ) (3) 100000 N/A N/A EDUCATIONAL SUPPORT MA KA HANA KA IKE BUILDING PROGRAM PO BOX 968 SUITE 205 HANA HI 96713 020556883 501 ( C ) (3) 60000 N/A N/A EDUCATIONAL SUPPORT MALAMA LEARNING CENTER PO BOX 75467 STE E5 KAPOLEI HI 96707 200442056 501 ( C ) (3) 50000 N/A N/A EDUCATIONAL SUPPORT MALAMA LOKO 'EA 65-041 HUKILAU LOOP WAIALUA HI 96791 271307663 501 ( C ) (3) 119250 N/A N/A EDUCATIONAL SUPPORT MANA MAOLI 1618 PUNAHOU STREET HONOLULU HI 96822 311783481 501 ( C ) (3) 283400 N/A N/A EDUCATIONAL SUPPORT MAUI FAMILY SUPPORT SERVICES INC 1844 WILI PA LOOP UNIT 204 WAILUKU HI 96793 990208152 501 ( C ) (3) 75000 N/A N/A EDUCATIONAL SUPPORT NA KALAI WAA 65-1206 MAMALAHOA HIGHWAY KAMUELA HI 96743 990304846 501 ( C ) (3) 135250 N/A N/A EDUCATIONAL SUPPORT NA LEO KAKOO O MAUI PO BOX 1913 SUITE 3-11 WAILUKU HI 96793 990279993 501 ( C ) (3) 75000 N/A N/A EDUCATIONAL SUPPORT NA MAKA O PAPAHANAUMOKUAKEA DBA KIDS OF KONA PO BOX 437195 KAMUELA HI 96743 208944350 501 ( C ) (3) 23375 N/A N/A EDUCATIONAL SUPPORT PAEPAE O HEEIA PO BOX 6355 KANEOHE HI 96744 710903791 501 ( C ) (3) 453440 N/A N/A EDUCATIONAL SUPPORT PAPAHANA KUAOLA 46-403 HAIKU ROAD KANEOHE HI 96744 202565007 501 ( C ) (3) 434220 N/A N/A EDUCATIONAL SUPPORT PARTNERS IN DEVELOPMENT FOUNDATION 2040 BACHELOT STREET HONOLULU HI 96817 943271325 501 ( C ) (3) 772125 N/A N/A EDUCATIONAL SUPPORT QUEEN LILIUOKALANI CHILDRENS CENTER 1100 ALAKEA STREET HONOLULU HI 96813 990078890 501 ( C ) (3) 32000 N/A N/A EDUCATIONAL SUPPORT STANFORD WOODS INSTITUTE 473 VIA ORTEGA SUITE 1100 STANFORD CA 94305 941156365 501 ( C ) (3) 46350 N/A N/A EDUCATIONAL SUPPORT SUPPORTING THE LANGUAGE OF KAUAI PO BOX 245 LIHUE HI 96766 204088998 501 ( C ) (3) 303002 N/A N/A EDUCATIONAL SUPPORT TEACH FOR AMERICA INC 315 WEST 35TH STREET NEW YORK NY 10018 133541913 501 ( C ) (3) 100000 N/A N/A EDUCATIONAL SUPPORT THE DOLLYWOOD FOUNDATION 1020 DOLLYWOOD LANE PIGEON FORGE TN 37863 621348105 501 ( C ) (3) 38910 N/A N/A EDUCATIONAL SUPPORT THE KOHALA CENTER PO BOX 437462 KAMUELA HI 96743 990354676 501 ( C ) (3) 183500 N/A N/A EDUCATIONAL SUPPORT THE SALVATION ARMY HAWAIIAN & PACIFIC ISLANDS DIVI 2950 MANOA ROAD HONOLULU HI 96822 990073540 501 ( C ) (3) 450000 N/A N/A EDUCATIONAL SUPPORT ULU MAU PUANUI INC PO BOX 685 KAMUELA HI 96743 272218803 501 ( C ) (3) 79720 N/A N/A EDUCATIONAL SUPPORT ULUHAO O HUALALAI PO BOX 130 HOLUALOA HI 96725 462014974 501 ( C ) (3) 21000 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII 2500 CAMPUS ROAD HONOLULU HI 96822 996000354 GOVT ENTITY 568640 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII FOUNDATION 2444 DOLE STREET HONOLULU HI 96822 990085260 501 ( C ) (3) 683630 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII AT HILO 200 W KAWILI STREET BACHMAN HALL ROOM 105 HILO HI 96720 996000354 GOVT ENTITY 560624 N/A N/A EDUCATIONAL SUPPORT UNIVERSITY OF HAWAII AT MAUI COMMUNITY COLLEGE 310 W KAAHUMANU AVENUE KAHULUI HI 96732 996000354 GOVT ENTITY 35601 N/A N/A EDUCATIONAL SUPPORT WAIANAE COAST EARLY CHILDHOOD SERVICES INC 84-1061 NOHOLIO ROAD WAIANAE HI 96792 237106164 501 ( C ) (3) 70000 N/A N/A EDUCATIONAL SUPPORT WAIANAE COMMUNITY REDEVELOPMENT CORPORATION 86-148 PUHAWAI ROAD WAIANAE HI 96792 990350803 501 ( C ) (3) 600000 N/A N/A EDUCATIONAL SUPPORT WAIMANALO HAWAIIAN HOMES ASSOCIATION PO BOX 353 BACHMAN HALL 105 WAIMANALO HI 96795 990328584 501 ( C ) (3) 75000 N/A N/A EDUCATIONAL SUPPORT WAIPA FOUNDATION PO BOX 1516 HANALEI HI 96714 990313224 501 ( C ) (3) 471450 N/A N/A EDUCATIONAL SUPPORT KE ALI'I PAUAHI FOUNDATION PO BOX 3466 HONOLULU HI 96801 943263044 501(C)(3) 4406588 N/A N/A EDUCATIONAL SUPPORT STATE OF HAWAII PO BOX 3466 HONOLULU HI 96801 GOVT ENTITY 22744 N/A N/A ROYAL MAUSOLEUM HI 59 1 SCHOLARSHIPS - PRESCHOOL 2408 12155898 N/A N/A SCHOLARSHIPS - KINDERGARTEN 588 2927372 N/A N/A SCHOLARSHIPS - POST-HIGH 2361 11022599 N/A N/A SCHOLARSHIPS - POST BACCALAUREATE 114 1224000 N/A N/A STIPENDS - POST-HIGH 49 73200 N/A N/A FINANCIAL AID - KS STUDENTS IN K-12 5059 23079551 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 true true X X X true false false false false false false false false LANCE WILHELM TRUSTEE 170500 0 0 0 0 0 0 0 0 0 170500 0 0 0 CORBETT KALAMA TRUSTEE 151500 0 0 0 0 0 0 0 0 0 151500 0 0 0 MICAH KANE TRUSTEE 157500 0 0 0 0 0 0 0 0 0 157500 0 0 0 ROBERT NOBRIGA TRUSTEE 151500 0 0 0 0 0 0 0 0 0 151500 0 0 0 JANEEN-ANN OLDS TRUSTEE 182000 0 0 0 0 0 0 0 0 0 182000 0 0 0 L JACK WONG CEO 317557 0 0 0 133489 0 32726 0 20142 0 503914 0 0 0 MARSHA BOLSON VP-COM RELAT./COMM. THRU 06/15 171183 0 0 0 4862 0 29884 0 3854 0 209783 0 0 0 D ROD CHAMBERLAIN VP - CAMPUS EDUCATION 327233 0 1685 0 2520 0 29262 0 17930 0 378630 0 0 0 T KA'EO DUARTE VP-COMM. ENGAGEMENT 136752 0 20983 0 9715 0 12879 0 16673 0 197002 0 0 0 RANDIE FONG VP - HAWAIIAN CULTURAL AFFAIRS 150171 0 0 0 606 0 25983 0 16881 0 193641 0 0 0 ELIZABETH HOKADA VP - ENDOWMENT 410203 0 301511 0 4889 0 139727 0 16044 0 872374 0 92452 0 DARREL HOKE EVP - ADMIN. AS OF 4/15 219864 0 83240 0 2810 0 19321 0 6491 0 331726 0 0 0 SYLVIA HUSSEY VP - ADMIN. THRU 07/14 147258 0 0 0 149804 0 19356 0 12393 0 328811 0 0 0 JOY KONO INTERIM VP - ADMINISTRATION 112314 0 0 0 30793 0 14192 0 18235 0 175534 0 0 0 LAUREN NAHME VP-STRAT/INNOVATION 174825 0 0 0 963 0 13750 0 18789 0 208327 0 0 0 CHRISTOPHER PATING VP-STRAT PLAN/IMPLT THRU 01/15 374515 0 0 0 1230 0 23319 0 20934 0 419998 0 0 0 BENJAMIN SALAZAR VP & CHIEF FINANCIAL OFFICER 235563 0 0 0 840 0 17499 0 17126 0 271028 0 0 0 ERIC SONNENBERG VP - LEGAL SVS & GEN. COUNSEL 182440 0 0 0 1796 0 18657 0 16143 0 219036 0 0 0 R HOLOUA STENDER EVP - EDUCATION 215677 0 0 0 19469 0 65960 0 18009 0 319115 0 0 0 WINONA WHITE VP - HUMAN RESOURCES 207080 0 25000 0 2588 0 9396 0 3934 0 247998 0 0 0 LEE ANN DELIMA HEAD OF SCHOOL - MAUI CAMPUS 236024 0 0 0 1841 0 27524 0 16660 0 282049 0 0 0 EARL KIM HEAD OF SCHOOL - KAPALAMA CAMP 258422 0 0 0 3771 0 17575 0 3274 0 283042 0 0 0 BURTON YUEN SR.DIRECTOR - FINANCIAL ASSETS 347050 0 132603 0 947 0 94219 0 16324 0 591143 0 27543 0 JON IWATANI INVESTMENT ASSOC DIR. - FAD 231515 0 61308 0 1011 0 24015 0 8477 0 326326 0 0 0 H RYAN LEE INVESTMENT ASSOC DIR. - FAD 228785 0 61308 0 324 0 17026 0 18426 0 325869 0 0 0 M'LISS MOORE INVESTMENT DIRECTOR - FAD 274703 0 72090 0 3786 0 24656 0 1221 0 376456 0 0 0 PAUL QUINTILIANI SR DIR - COMM. R.E. THRU 09/14 223798 0 105690 0 14247 0 20186 0 18830 0 382751 0 0 0 WILLIAM ZIOMEK INVESTMENT DIRECTOR - FAD 252854 0 68120 0 1410 0 19297 0 10720 0 352401 0 0 0 DEE JAY MAILER CEO - THROUGH 04/01/14 152868 0 0 0 112776 0 18965 0 4844 0 289453 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: A HOUSING ALLOWANCE WAS PROVIDED TO OFFICER R. HOLOUA STENDER. THE ENTIRE AMOUNT OF SUCH HOUSING ALLOWANCE WAS INCLUDED AS TAXABLE COMPENSATION. PART I, LINE 4A DEE JAY MAILER RETIRED AS CHIEF EXECUTIVE OFFICER IN 2014 AND PURSUANT TO A RETENTION AND SEPARATION AGREEMENT SHE RECEIVED A PAYMENT OF $100,000 IN CALENDAR YEAR 2014. SYLVIA HUSSEY RESIGNED AS VICE PRESIDENT OF ADMINISTRATION IN CALENDAR YEAR 2014 AND PURSUANT TO A SEPARATION AGREEMENT SHE RECEIVED A PAYMENT OF $126,000 IN CALENDAR YEAR 2014. JAMIE FONG SEE PART V 66165 SEE PART V false KAINOA KEAWE SEE PART V 53000 SEE PART V false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: JAMIE FONG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JAMIE FONG IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF RANDIE FONG, AN OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION $66,165. (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 $53,000. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES? = NO FORM 990, PART I, LINE 1: DESCRIPTION OF ORGANIZATION 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. FORM 990, PART III, LINE 4A: AS OF JUNE 30, 2015, THE OVERALL FAIR VALUE OF KAMEHAMEHA SCHOOLS' ENDOWMENT WAS APPROXIMATELY $11.1 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. FOR THE FISCAL YEAR ENDED JUNE 30, 2015, KAMEHAMEHA SCHOOLS SPENT APPROXIMATELY $336 MILLION ON EDUCATIONAL PROGRAMS AND EDUCATIONAL SUPPORT, WITH $106 MILLION SPENT ON COMMUNITY-FOCUSED PROGRAMS AND $172 MILLION SPENT ON CAMPUS-BASED PROGRAMS. THESE FINANCIAL RESOURCES ENABLED KAMEHAMEHA SCHOOLS TO EXTEND ITS EDUCATIONAL REACH TO MORE HAWAIIANS THROUGH ITS EDUCATION STRATEGIC PLAN, ADOPTED IN 2005 AND BASED ON THE KAMEHAMEHA SCHOOLS STRATEGIC PLAN 2000-2015. FISCAL YEAR 2015 WAS THE TENTH AND FINAL YEAR OF THE EDUCATION STRATEGIC PLAN SINCE ITS INCEPTION IN 2005, AND THE NUMBER OF CHILDREN AND FAMILIES IMPACTED BY KAMEHAMEHA'S CAMPUS AND COMMUNITY PROGRAMS DECREASED SLIGHTLY FROM LAST YEAR TO APPROXIMATELY 46,000 LEARNERS IN LINE WITH ORGANIZATION'S SHIFT FROM "REACH" TO "IMPACT" AND MOVEMENT TOWARD STRATEGIC PLAN 2020. OVER 12,200 PARENTS AND CAREGIVERS WERE PROVIDED TRAINING AND SUPPORT FOR FAMILIES AND CAREGIVERS OF CHILDREN IN THE PRENATAL-TO-POST HIGH COMMUNITY. PRENATAL TO 8 YEARS OF AGE: KAMEHAMEHA SCHOOLS SERVED APPROXIMATELY 14,200 KEIKI PRE-NATAL TO 8 YEARS OF AGE AND THEIR PARENTS AND CAREGIVERS THROUGH ITS KS CENTER-BASED PRESCHOOLS, PRESCHOOL SCHOLARSHIPS, LITERACY INSTRUCTION AND VARIOUS EDUCATIONAL COLLABORATIONS. THAT NUMBER INCLUDED MORE THAN 1,500 STUDENTS AT 30 KS PRESCHOOL SITES ACROSS THE STATE. OVER 2,400 PAUAHI KEIKI SCHOLARSHIPS WERE AWARDED TOTALING OVER $17.3 MILLION. GRADES 4 THROUGH POST-HIGH: KAMEHAMEHA SCHOOLS SERVED MORE THAN 19,700 LEARNERS THROUGH ITS EXTENSION EDUCATION AND DISTANCE LEARNING PROGRAMS SUCH AS THE EXPLORATIONS SERIES, KAMEHAMEHA SCHOLARS, KUPA AINA AND CAREER & POST-HIGH COUNSELING. MORE THAN 2,400 POST-HIGH SCHOLARSHIPS WERE AWARDED TOTALING OVER $14.6 MILLION AND MORE THAN 3,900 STUDENTS WERE SUPPORTED WITH OVER $6.8 MILLION IN FUNDING AND SUPPORT TO 17 OF THE DEPARTMENT OF EDUCATION'S 33 PUBLIC CHARTER SCHOOLS. MORE THAN 1,900 NON-CAMPUS LEARNERS WERE ENROLLED IN CAMPUS-BASED SUMMER PROGRAMS. CAMPUS PROGRAMS: KAMEHAMEHA SCHOOLS EDUCATED APPROXIMATELY 5,400 LEARNERS, INCLUDING GRADUATING OVER 690 SENIORS, AT CAMPUS PROGRAMS ON HAWAI'I, ON MAUI AND AT KAPALAMA. ORPHAN AND INDIGENT CHILDREN COMPRISED APPROXIMATELY 27 PERCENT OF STUDENTS INVITED TO CAMPUS PROGRAMS FOR THE 2015-2016 SCHOOL YEAR. FOR MORE, INCLUDING A COPY OF KAMEHAMEHA SCHOOLS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR FISCAL YEAR 2015, PLEASE VISIT http://www.ksbe.edu/about_us/publications_and_resources/annual_reports/. ATTACHMENT 1 CONTINUED: FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES FRANCE GERMANY GREECE HONG KONG HUNGARY ICELAND INDIA INDONESIA IRELAND ISRAEL ITALY JAPAN REPUBLIC OF SOUTH KOREA KUWAIT MALAYSIA MEXICO NETHERLANDS NEW ZEALAND NIGERIA NORWAY OMAN PERU PHILIPPINES POLAND QATAR ROMANIA SINGAPORE SOUTH AFRICA SRI LANKA SWEDEN SWITZERLAND TAIWAN THAILAND TURKEY UNITED ARAB EMIRATES UNITED KINGDOM (ENGLAND, NORTHERN IRELAND, SCOTLAND, AND WALES) FORM 990, PART VI, LINE 2: BISHOP HOLDINGS CORP - JANEEN OLDS, CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - BISHOP HOLDINGS IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVE ON THE BOARD) KAMEHAMEHA INVESTMENT CORP - JANEEN OLDS, CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVE ON THE BOARD) PAUAHI MANAGEMENT CORP - JANEEN OLDS, CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - PAUAHI MANAGEMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVE 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, WHO GIVE FINAL APPROVAL TO FILE THE RETURN. 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 TRUSTEE'S 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 REVIEWS THE RFA, DELIBERATE AND MAKES 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 AND 20 TO 40 HOURS FOR TRUSTEES. FORM 990, PART VII, COMPENSATION: L. "JACK" WONG SERVED AS INTERIM CEO UPON DEE JAY MAILER'S RETIREMENT ON APRIL 1, 2014 UNTIL SEPTEMBER 29, 2014. HE WAS NAMED CEO ON SEPTEMBER 30, 2014. CHRISTOPHER PATING, VP - STRATEGIC PLANNING & INNOVATION, RESIGNED ON JANUARY 2, 2015. M. WAI`ALE`ALE SARSONA WAS NAMED INTERIM VP - SPI ON JANUARY 7, 2015. SYLVIA HUSSEY SERVED AS VP - ADMINISTRATION UNTIL HER DEPARTURE FROM KAMEHAMEHA SCHOOLS ON JULY 25, 2014. JOY KONO SERVED AS INTERIM VP - ADMINISTRATION FROM JULY 28, 2014 UNTIL APRIL 25, 2015. DARREL HOKE BECAME EVP - ADMINISTRATION AS OF APRIL 26, 2015. HE PREVIOUSLY SERVED AS DIRECTOR - INTERNAL AUDIT. MARSHA BOLSON SERVED AS VP - COMMUNITY RELATIONS & COMMUNICATIONS UNTIL HER RETIREMENT ON JUNE 30, 2015. KEVIN COCKETT JOINED KAMEHAMEHA SCHOOLS ON JUNE 7, 2015 AS VP - COMMUNICATIONS. THERE WAS AN OVERLAP PERIOD FOR TRANSITION. KEVIN HAD NO REPORTABLE COMPENSATION FOR CALENDAR YEAR 2014. ERIC SONNENBERG ACTED AS INTERIM VP - LEGAL SERVICES AND GENERAL COUNSEL WHEN PREVIOUS VP, L. "JACK" WONG, WAS NAMED CEO ON SEPTEMBER 30, 2014. HE SERVED AS INTERIM VP UNTIL HE WAS NAMED VP ON OCTOBER 27, 2014. R. HOLOUA STENDER WAS NAMED EVP - EDUCATION ON JUNE 7, 2015. HE PREVIOUSLY SERVED AS HEAD OF SCHOOL - HAWAII CAMPUS. LAUREN NAHME WAS NAMED VP - STRATEGY & INNOVATION ON APRIL 26, 2015. SCOTT TOPPING JOINED KAMEHAMEHA SCHOOLS ON JUNE 10, 2015 AS EVP - FINANCE & CFO. HE HAD NO REPORTABLE COMPENSATION FOR CALENDAR YEAR 2014. T. KA`EO DUARTE WAS NAMED VP - COMMUNITY ENGAGEMENT & RESOURCES AS OF APRIL 26, 2015. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARIES 2,397,047 CUMULATIVE EFFECT OF CHANGE IN ACCOUTING PRINCIPLES (35,569,187) ------------ TOTAL OTHER CHANGES IN NET ASSETS (33,172,140) 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 PO BOX 3466 HONOLULU HI 96801 990315757 INSURANCE HI -161547 13851255 KAMEHAMEHA S KE ALI'I PAUAHI FOUNDATION PO BOX 3466 HONOLULU HI 96801 943263044 FUNDRAISING HI 501(C)(3) 11, I KAMEHAMEHA S true CHARLES R BISHOP TRUST PO BOX 3466 HONOLULU HI 96801 996005262 SUPPORT OTHER HI 501(C)(3) 11D, III-O KAMEHAMEHA S true KAIAULU'O KAKA'AKO OWNERS ASSOCIATION I PO BOX 3466 HONOLULU HI 96801 472928115 OWNERS ASSOCI HI 501(C)(4) KAMEHAMEHA S true SINO FINANCE GROUP PO BOX 3466 HONOLULU HI 96801 990324938 INTL. BUS. INVEST DE KAMEHAMEHA SCH INVESTMENT 1 5140416 false false 0.90480 SOUTH NV INC PROP PO BOX 3466 HONOLULU HI 96801 330324029 RE ACQ./LEASE CA KAMEHAMEHA SCH INVESTMENT -3252 0 false false 0.91430 BISHOP FINANC LTD PO BOX 3466 HONOLULU HI 96801 980535589 HOLDING COMPANY CJ KAMEHAMEHA SCH UNRELATED 0 2890332 false false 0.99990 KAYNE KS CRDT FD LP 1800 AVENUE OF THE STARS 3RD FLOOR LOS ANGELES CA 90067 352507517 INVESTMENTS DE KAMEHAMEHA SCH INVESTMENT 367175 18722201 false false 0.99360 CRESCENTKS PTNRSHP PO BOX 3466 HONOLULU HI 96801 464668874 INVESTMENTS DE KAMEHAMEHA SCH INVESTMENT 1515601 49333475 false false 0.99980 WESTPORT ADV LTD PO BOX 3466 HONOLULU HI 96801 650821359 FACILITIES MG FL PAUAHI MGT CORP UNRELATED -11479 0 false false 0.69180 KURAMO AFRC OPP FD 500 5TH AVE NY NY 10110 452495612 INVESTMENTS DE KAMEHAMEHA SCH INVESTMENT 91603 7589439 false false 0.83660 ORION MINE FIN I-A 69 PITTS BAY RD PEMBROKE BD HM 08 465243062 INVESTMENTS DE KAMEHAMEHA SCH INVESTMENT 79349 1184189 false false 0.57820 BISHOP HOLDINGS CORPORATION 78-6740 MAKOLEA STREET KAILUAKONA HI 96740 990335777 HOLDING COMPANY HI KAMEHAMEHA SCH C CORP -906326 32911451 1.00000 true PAUAHI MANAGEMENT CORPORATION PO BOX 3466 HONOLULU HI 96801 990335778 PROPERTY MGT. HI BISHOP HOLDINGS C CORP true KAMEHAMEHA INVESTMENT CORPORATION 78-6831 ALII DRIVE SUITE 235 KAILUAKONA HI 96740 990115292 RE DEVLOP/INV HI BISHOP HOLDINGS C CORP true KBH INC PO BOX 3466 HONOLULU HI 96801 990334862 RE ASSET MGT. HI PAUAHI MGT CORP C CORP true KEAUHOU COMMUNITY SERVICE INC PO BOX 5685 KAILUAKONA HI 96745 990291186 WASTEWATER TREAT HI KAMEHAMEHA INV C CORP true KAUPULEHU FOUNDATION PO BOX 5685 KAILUAKONA HI 96745 462780038 LAND MANAGEMENT HI KAMEHAMEHA SCH C CORP -9810 140124 1.00000 true Acadian Emerg Mkts Small-Cap Long-SHORT INVESTMENTS CJ KAMEHAMEHA SCH C CORP 0 0 1.00000 true KS SLJ Currency Fund George Town KY1-1104 Grand Cayman CJ INVESTMENTS CJ KAMEHAMEHA SCH C CORP 0 0 1.00000 true KS CAPSTONE FUND LTD GEORGE TOWN KY1-1108 GRAND CAYMAN CJ INVESTMENTS CJ KAMEHAMEHA SCH C CORP 0 0 1.00000 true WESTERN ASSET MACRO OPPORTUNITIES DIRECT GEORGE TOWN KY1-9005 GRAND CAYMAN CJ INVESTMENTS CJ KAMEHAMEHA SCH C CORP 776227 47470307 0.51000 true true true false true false false false false false false false true true true false false true false true KAMEHAMEHA INVESTMENT CORPORATION A 20484 BOOK VALUE KE ALI'I PAUAHI FOUNDATION B 4369928 BOOK VALUE SINO FINANCE GROUP LLC D 630916 BOOK VALUE CHARLES R BISHOP TRUST L 68000 BOOK VALUE KAMEHAMEHA INVESTMENT CORPORATION L 196193 BOOK VALUE KEAUHOU COMMUNITY SERVICE INC M 173037 BOOK VALUE KAYNE KS CREDIT FUND LP B 27681915 BOOK VALUE CRESCENTKS PARTNERSHIP LP B 33149019 BOOK VALUE Acadian Emerg Mkts Small-Cap Long-SHORT B 20017000 BOOK VALUE KS SLJ CURRENCY FUND B 75000000 BOOK VALUE KS CAPSTONE FUND LTD B 30000000 BOOK VALUE WESTERN ASSET MACRO OPPORTUNITIES DIRECT B 40000000 BOOK VALUE BISHOP HOLDINGS CORPORATION S 10000000 BOOK VALUE SINO FINANCE GROUP LLC S 1020524 BOOK VALUE KURAMO AFRICA OPPORTUNITY FUND LP B 7878046 BOOK VALUE ORION MINE FINANCE (DELAWARE) FUND I-A LP B 1521868 BOOK VALUE PART II, LINE 3, COLUMN (D): 501(C)(4) STATUS IS BEING APPLIED FOR