TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP (EIN 99-0073480)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231359349304263
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T13:56:03-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1132 BISHOP STREET STE 1200 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990073480 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE ESTATE OF BERNICE | BusinessNameLine1 |
| Business Name Line2 | PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 8085236200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3466 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEE JAY MAILER | Name |
| Title | CEO | Title |
| Phone | 8085236200 | Phone |
| Date Signed | 2012-03-29 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI KS TAIRA | Name |
| Phone | 8085430700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMEHAMEHA SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DEE JAY MAILER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 567 SOUTH KING STREET | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4066737323 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KSBE.EDU | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE OKAMEHAMEHA 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3561 | TotalNbrEmployees |
| Total Nbr Volunteers | 2800 | TotalNbrVolunteers |
| Total Gross UBI | 2302461 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 788567 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 500000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27914666 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28516135 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 202423212 | InvestmentIncomePriorYear |
| Investment Income Current Year | 390274910 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 102916347 | OtherRevenuePriorYear |
| Other Revenue Current Year | 105241145 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 333754225 | TotalRevenuePriorYear |
| Total Revenue Current Year | 524042190 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 61515058 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 62735827 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 156565175 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 163346847 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 137585242 | OtherExpensePriorYear |
| Other Expenses Current Year | 138171863 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 355665475 | TotalExpensesPriorYear |
| Total Expenses Current Year | 364254537 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -21911250 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 159787653 | RevenuesLessExpensesCY |
| Total Assets BOY | 6414591498 | TotalAssetsBOY |
| Total Assets EOY | 7277105989 | TotalAssetsEOY |
| Total Liabilities BOY | 480978454 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 429325895 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5933613044 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6847780094 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 264397341 | Expense |
| Grants | 62735827 | Grants |
| Revenue | 28516135 | Revenue |
| Description | 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 GRADES K-12 AND 31 PRESCHOOLS. FOR APPROXIMATELY ONE HUNDRED AND TWENTY-FIVE 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).AS OF JUNE 30, 2011, THE OVERALL FAIR VALUE OF KAMEHAMEHA SCHOOLS' ENDOWMENT WAS APPROXIMATELY $9.1 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, 2011, KAMEHAMEHA SCHOOLS SPENT APPROXIMATELY $315 MILLION ON EDUCATIONAL PROGRAMS AND EDUCATIONAL SUPPORT, WITH $106 MILLION SPENT ON COMMUNITY-FOCUSED PROGRAMS AND $138 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 2011 WAS THE SIXTH YEAR OF THE 10-YEAR EDUCATION STRATEGIC PLAN, AND THE NUMBER OF CHILDREN AND FAMILIES IMPACTED BY KAMEHAMEHA'S CAMPUS AND COMMUNITY PROGRAMS INCREASED BY MORE THAN 3 PERCENT, FROM APPROXIMATELY 45,500 LEARNERS TO MORE THAN 46,900 LEARNERS. MORE THAN 12,800 PARENTS AND CAREGIVERS WERE PROVIDED TRAINING AND SUPPORT FOR FAMILIES AND CAREGIVERS OF CHILDREN IN THE PRENATAL TO GRADE 12 COMMUNITY.PRENATAL TO 8 YEARS OF AGE:KAMEHAMEHA SCHOOLS SERVED MORE THAN 14,000 KEIKI AGES 0-8 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 31 KS PRESCHOOL SITES ACROSS THE STATE AND NEARLY 4,000 STUDENTS SERVED THROUGH COMMUNITY COLLABORATIONS. OVER 2,300 PAUAHI KEIKI SCHOLARSHIPS WERE AWARDED TOTALING $13.5 MILLION.GRADES 4 THROUGH POST-HIGH:KAMEHAMEHA SCHOOLS SERVED MORE THAN 9,000 LEARNERS THROUGH ITS EXTENSION EDUCATION AND DISTANCE LEARNING PROGRAMS SUCH AS THE EXPLORATIONS SERIES, KAMEHAMEHA SCHOLARS, 'IKE PONO AND CAREER & POST-HIGH COUNSELING. MORE THAN 2,100 POST-HIGH SCHOLARSHIPS WERE AWARDED TOTALING $14.6 MILLION AND MORE THAN 3,800 STUDENTS WERE SUPPORTED WITH $10.6 MILLION IN PER-PUPIL FUNDING AND SUPPORT TO 17 OF THE DEPARTMENT OF EDUCATION'S 31 PUBLIC CHARTER SCHOOLS. MORE THAN 1,600 NON-CAMPUS LEARNERS WERE ENROLLED IN CAMPUS-BASED SUMMER PROGRAMS.CAMPUS PROGRAMS:KAMEHAMEHA SCHOOLS EDUCATED MORE THAN 5,390 STUDENTS, INCLUDING GRADUATING MORE THAN 690 SENIORS, AT CAMPUS PROGRAMS ON HAWAI'I, ON MAUI AND AT KAPALAMA. ORPHAN AND INDIGENT CHILDREN COMPRISED APPROXIMATELY 31 PERCENT OF STUDENTS INVITED TO CAMPUS PROGRAMS AND 25 PERCENT OF STUDENTS ENROLLED DURING FISCAL YEAR 2011. FOR MORE, INCLUDING A COPY OF KAMEHAMEHA SCHOOLS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR FISCAL YEAR 2011, PLEASE VISIT WWW.KSBE.EDU/ANNUALREPORTS. | Description |
| Total Program Service Expense | 264397341 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 770 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3561 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BR | NameOfForeignCountry |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | EZ | NameOfForeignCountry |
| Name Of Foreign Country | CO | NameOfForeignCountry |
| Name Of Foreign Country | EG | NameOfForeignCountry |
| Name Of Foreign Country | GR | NameOfForeignCountry |
| Name Of Foreign Country | IC | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | ID | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | MU | NameOfForeignCountry |
| Name Of Foreign Country | PK | NameOfForeignCountry |
| Name Of Foreign Country | PE | NameOfForeignCountry |
| Name Of Foreign Country | PL | NameOfForeignCountry |
| Name Of Foreign Country | RO | NameOfForeignCountry |
| Name Of Foreign Country | KS | NameOfForeignCountry |
| Name Of Foreign Country | CE | NameOfForeignCountry |
| Name Of Foreign Country | TW | NameOfForeignCountry |
| Name Of Foreign Country | TU | NameOfForeignCountry |
| Name Of Foreign Country | AE | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH ERSKINE CONTROLLER | NamePerson |
| Telephone Number | 8085236200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 567 SOUTH KING STREET SUITE 160 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968133036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICAH KANE | ||||||||
| TRUSTEE | 20.00 | X | 99500 | 0 | 0 | |||
| J DOUGLAS ING | ||||||||
| TRUSTEE | 20.00 | X | 95150 | 0 | 0 | |||
| C NAINOA THOMPSON - SEE SCH O | ||||||||
| TRUSTEE | 20.00 | X | 96650 | 0 | 0 | |||
| DIANE PLOTTS | ||||||||
| TRUSTEE | 20.00 | X | 108125 | 0 | 0 | |||
| JANEEN-ANN OLDS - SEE SCH O | ||||||||
| TRUSTEE | 20.00 | X | 0 | 0 | 0 | |||
| CORBETT KALAMA | ||||||||
| TRUSTEE | 20.00 | X | 105875 | 0 | 0 | |||
| DEE JAY MAILER | ||||||||
| CEO | 50.00 | 533706 | 0 | 60704 | X | |||
| KIRK BELSBY | ||||||||
| VP-ENDOWMENT | 50.00 | 684404 | 0 | 153928 | X | |||
| MICHAEL LOO - SEE SCH O | ||||||||
| VP-FINANCE & FACILITIES | 50.00 | 317610 | 0 | 25965 | X | |||
| ANN BOTTICELLI | ||||||||
| VP-COMM RELATIONS & COMMUNICATIONS | 50.00 | 179672 | 0 | 28842 | X | |||
| COLLEEN WONG | ||||||||
| VP-LEGAL SERVICES | 50.00 | 250247 | 0 | 61228 | X | |||
| D ROD CHAMBERLAIN | ||||||||
| VP-CAMPUS STRATEGIC & ACADEMIC | 50.00 | 250624 | 0 | 51153 | X | |||
| CHRISTOPHER PATING | ||||||||
| VP-STRATEGIC PLNG & IMPLEMENTATION | 50.00 | 419012 | 0 | 43269 | X | |||
| SYLVIA HUSSEY | ||||||||
| VP-ADMINISTRATION | 50.00 | 169839 | 0 | 36018 | X | |||
| ERIC MARLER - SEE SCH O | ||||||||
| VP FINANCE & FACILITIES | 50.00 | 32007 | 0 | 1293 | X | |||
| BENJAMIN SALAZAR - SEE SCH O | ||||||||
| INTERIM VP-FINANCE & FACILITIES | 50.00 | 156625 | 0 | 18378 | X | |||
| MICHAEL CHUN | ||||||||
| HEADMASTER-KAPALAMA CAMPUS | 50.00 | 238464 | 0 | 51784 | X | |||
| STANLEY FORTUNA JR | ||||||||
| HEADMASTER-HAWAII CAMPUS | 50.00 | 229654 | 0 | 42065 | X | |||
| LEE ANN DELIMA | ||||||||
| HEADMASTER-MAUI CAMPUS | 50.00 | 191040 | 0 | 39743 | X | |||
| DARREL HOKE | ||||||||
| DIR INTERNAL AUDIT | 50.00 | 198959 | 0 | 25732 | X | |||
| ELIZABETH HOKADA | ||||||||
| DIR FINANCIAL ASSETS | 50.00 | 404730 | 0 | 87125 | X | |||
| CHRISTIAN MILLAN | ||||||||
| INVESTMENT MANAGER - ENDOWMENT | 50.00 | 218316 | 0 | 18194 | X | |||
| PAUL QUINTILIANI | ||||||||
| DIR COMMERCIAL ASSETS | 50.00 | 374259 | 0 | 38675 | X | |||
| SUSAN TODANI | ||||||||
| DIR SPECIAL PROJECTS | 50.00 | 226383 | 0 | 41920 | X | |||
| BURTON YUEN | ||||||||
| INVESTMENT MANAGER - ENDOWMENT | 50.00 | 247066 | 0 | 28179 | X | |||
| MICHAEL DANG | ||||||||
| DIR PLANNING & DEVELOPMENT | 50.00 | 269732 | 0 | 16303 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6097649 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 870498 | TotalOtherCompensation |
| Number Individuals GT100 K | 121 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NORDIC PCL CORPORATION | |||||
| 1099 ALAKEA ST STE 1560 | HONOLULU | HI | 96813 | CONSTRUCTION SERVICES | 10270365 |
| HAWAIIAN DREDGING CONSTRUCTION COMPANY | |||||
| PO BOX 4088 | HONOLULU | HI | 96812 | CONSTRUCTION SERVICES | 4077067 |
| GOTO CONSTRUCTION | |||||
| 42-273 OLD KALANIANAOLE HWY | KAILUA | HI | 96734 | CONSTRUCTION SERVICES | 3185188 |
| JAY KADOWAKI INC | |||||
| 518 AHUI ST | HONOLULU | HI | 96813 | CONSTRUCTION SERVICES | 2757866 |
| BRIDGEWATER ASSOCIATES LP | |||||
| ONE GLENDINNING PL | WESTPORT | CT | 06880 | INVESTMENT MANAGEMENT SVCS | 2484366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 193 | NumberOfContractorsGT100K |
| All Other Contributions | 10000 | AllOtherContributions |
| Total Contributions | 10000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611600 | 13891368 | 13891368 |
| FOOD SERVICES | 611600 | 7109808 | 7109808 |
| STUDENT FEES | 611600 | 6486204 | 6486204 |
| CAMPUS OP RECOVERIES | 611600 | 444053 | 444053 |
| STUDENT STORE | 611600 | 329918 | 329918 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 254784 | TotalRevenueColumn |
| Related Or Exempt Function Income | 217931 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 853 | UnrelatedBusinessRevenue |
| Exclusion | $36,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28516135 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75380644 | TotalRevenueColumn |
| Unrelated Business Revenue | 379054 | UnrelatedBusinessRevenue |
| Exclusion | $75,001,590 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343 | TotalRevenueColumn |
| Exclusion | $343 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 231965640 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 133574751 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 98390889 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98390889 | TotalRevenueColumn |
| Exclusion | $98,390,889 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3683103232 | Securities |
| Other | 40673955 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3408440263 | Securities |
| Other | 442658 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 274662969 | Securities |
| Other | 40231297 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 314894266 | TotalRevenueColumn |
| Exclusion | $314,894,266 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 604500 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 237461 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 367039 | TotalRevenueColumn |
| Exclusion | $367,039 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| NET PREMIUMS EARNED | 524126 | 2926927 | 2882679 | 44248 |
| PARKING REVENUE | 812930 | 1308201 | 1308201 | |
| ADVERTISING REV | 541800 | 234467 | 234467 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2013279 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1677641 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 335638 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6482874 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 524042190 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33039602 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2302461 | UnrelatedBusinessRevenue |
| Exclusion | $488,690,127 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22427881 | Total |
| Program Services | 22427881 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40307946 | Total |
| Program Services | 40307946 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6918387 | Total |
| Program Services | 3770104 | ProgramServices |
| Management And General | 3148283 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116914127 | Total |
| Program Services | 93159896 | ProgramServices |
| Management And General | 23754231 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13257761 | Total |
| Program Services | 10379835 | ProgramServices |
| Management And General | 2877926 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17133320 | Total |
| Program Services | 13414108 | ProgramServices |
| Management And General | 3719212 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9123252 | Total |
| Program Services | 7142824 | ProgramServices |
| Management And General | 1980428 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84170 | Total |
| Management And General | 84170 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3959258 | Total |
| Management And General | 3959258 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208533 | Total |
| Management And General | 208533 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115427 | Total |
| Management And General | 115427 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22951548 | Total |
| Management And General | 22951548 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22235618 | Total |
| Program Services | 7144068 | ProgramServices |
| Management And General | 15091550 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308609 | Total |
| Program Services | 9409 | ProgramServices |
| Management And General | 299200 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11645329 | Total |
| Program Services | 6980323 | ProgramServices |
| Management And General | 4665006 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10669498 | Total |
| Program Services | 929714 | ProgramServices |
| Management And General | 9739784 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10671027 | Total |
| Program Services | 9513699 | ProgramServices |
| Management And General | 1157328 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3413081 | Total |
| Program Services | 2823009 | ProgramServices |
| Management And General | 590072 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1041493 | Total |
| Program Services | 612828 | ProgramServices |
| Management And General | 428665 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6519297 | Total |
| Program Services | 6519297 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487744 | Total |
| Program Services | 295333 | ProgramServices |
| Management And General | 192411 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26720628 | Total |
| Program Services | 24875074 | ProgramServices |
| Management And General | 1845554 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587557 | Total |
| Program Services | 1747451 | ProgramServices |
| Management And General | -1159894 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIRS AND ALTERATIONS | 6462334 | 6015399 | 446935 |
| STUDENT EXPENSES | 5007537 | 2967593 | 2039944 |
| FOOD SERVICES | 3113107 | 3113107 | |
| MISCELLANEOUS | 1970068 | 248443 | 1721625 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364254537 | Total |
| Program Services | 264397341 | ProgramServices |
| Management And General | 99857196 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24469 | BOY |
| EOY | 23167 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29124993 | BOY |
| EOY | 31960591 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3032679 | BOY |
| EOY | 4346316 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107071538 | BOY |
| EOY | 108620836 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1379430746 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 511044757 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 855899570 | BOY |
| EOY | 868385989 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1799724176 | BOY |
| EOY | 2108834955 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3407293698 | BOY |
| EOY | 4042325476 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212420375 | BOY |
| EOY | 112608659 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6414591498 | BOY |
| EOY | 7277105989 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61992160 | BOY |
| EOY | 61958998 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21221382 | BOY |
| EOY | 23850730 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226770476 | BOY |
| EOY | 206624762 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170994436 | BOY |
| EOY | 136891405 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480978454 | BOY |
| EOY | 429325895 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5933613044 | BOY |
| EOY | 6847780094 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5933613044 | BOY |
| EOY | 6847780094 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6414591498 | BOY |
| EOY | 7277105989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 159787653 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 754379397 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 122 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 134338 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 134460 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 264262881 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 264397341 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 435885 | CurrentYearMinus3 |
| Current Year Minus2 | 187825 | CurrentYearMinus2 |
| Current Year Minus1 | 111953 | CurrentYearMinus1 |
| Current Year | 134460 | CurrentYear |
| Total | 870123 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 282 | CurrentYearMinus2 |
| Current Year Minus1 | 4369 | CurrentYearMinus1 |
| Current Year | 122 | CurrentYear |
| Total | 4773 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 3 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 35000 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 2090439 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 450000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90842892 | OtherCostOrOtherBasis |
| Book Value | 90842892 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1156523955 | OtherCostOrOtherBasis |
| Depreciation | 472914345 | Depreciation |
| Book Value | 683609610 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53841037 | OtherCostOrOtherBasis |
| Depreciation | 38130412 | Depreciation |
| Book Value | 15710625 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78222862 | OtherCostOrOtherBasis |
| Book Value | 78222862 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 868385989 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 2438894000 | F |
| PRIVATE EQUITY FUNDS | 970578000 | F |
| COMMINGLED FUNDS | 602090000 | F |
| OTHER | 30763476 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4042325476 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION LIABILITY | $69,685,539 |
| ACCRUED POSTRETIREMENT | $32,782,803 |
| AMOUNTS PAYABLE FOR SECURITIES PURCHASED | $29,262,000 |
| DEFERRED COMPENSATION PLAN | $5,161,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 136891405 | TotalOfAmounts |
| Total Revenue | 524042190 | TotalRevenue |
| Total Expenses | 364254537 | TotalExpenses |
| Excess Or Deficit For Year | 159787653 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 724317376 | NetUnrealizedGLOnInvestments |
| Other | $30,062,021 | OtherAmount |
| Total Adjustments | 754379397 | TotalAdjustments |
| Excess Or Deficit Per FS | 914167050 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1341913787 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 724317376 | NetUnrealizedGainsInvestments |
| Other Revenues | -12911205 | OtherRevenues |
| Revenue Not Rptd F990 | 711406171 | RevenueNotRptdF990 |
| Revenue Subtotal | 630507616 | RevenueSubtotal |
| Investment Expenses Not Included | 22951548 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -129416974 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -106465426 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 524042190 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 460179699 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 135531921 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 135531921 | ExpensesNotRptdF990 |
| Expenses Subtotal | 324647778 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 22951548 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 16655211 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 39606759 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 364254537 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | 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. | |
| EQUITY IN EARNINGS OF SUBS -578,403. RETIREMENT PLAN CHANGES OTHER THAN NET PERIOD COST 30,640,424. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| IN-KIND RENT 198,789. EQUITY IN EARNINGS OF SUBS -578,403. ACTIVITIES OF WHOLLY OWNED SUBS (REVENUE) 4,322,409. FINANCIAL AID -16,745,419. PARKING EXPENSE -108,581. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| EXPENSE RECOVERIES 1,554,516. RENTAL EXPENSE -133,200,562. BENEFITS REALLOCATION ADJUSTMENT -482,770. P&C NET PREMIUMS EARNED 2,926,927. FUNDRAISING EXPENSE -237,461. CONFERENCE FEES 22,376. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| ACTIVITIES OF WHOLLY OWNED SUBS 6,114,947. EXPENSE RECOVERIES -1,554,516. RENTAL EXPENSE 133,200,562. BENEFITS REALLOCATION ADJUSTMENT 482,770. P&C NET PREMIUMS EARNED -2,926,927. FUNDRAISING EXPENSE 237,461. CONFERENCE FEES -22,376. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 16,745,419. IN-KIND RENT -198,789. PARKING EXPENSE 108,581. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| 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, 2011, MANAGEMENT BELIEVES THERE WERE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE NONDISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN A NEWSPAPER PUBLISHED IN THE STATE OF HAWAII THAT HAS GENERAL CIRCULATION IN THE STATE. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 4000000 |
| EAST ASIA AND THE PACIFIC (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 876000000 |
| EUROPE (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 1439000000 |
| MIDDLE EAST AND NORTH AFRICA (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 11000000 |
| NORTH AMERICA (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 128000000 |
| RUSSIA (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 20000000 |
| SOUTH AMERICA (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 105000000 |
| SOUTH ASIA (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 288000000 |
| SUB-SAHARAN AFRICA (SEE SCHEDULE F, PART V) | 0 | 0 | INVESTMENTS | N/A | 49000000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2871000000 | SubtotalAmountSpent |
| Cont Amount Spent | 49000000 | ContAmountSpent |
| Total Amount Spent | 2920000000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: PER IRS SCHEDULE F INSTRUCTIONS, FOR FORM 990 2010, ONLY COLUMNS (A), (D), AND (F) OF SCHEDULE F, PART I, LINE 3 MUST BE COMPLETED WITH RESPECT TO INVESTMENTS; COLUMNS (B), (C), AND (E) NEED NOT BE COMPLETED. DUE TO LIMITATIONS OF THE TAX RETURN SOFTWARE, COLUMNS (B) & (C) CANNOT BE LEFT BLANK OR MARKED N/A AND ARE DEFAULTING TO SHOW ZEROS. HOWEVER, THESE COLUMNS SHOULD BE CONSIDERED 'N/A'. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STUDENT FUNDRAISING | NameOfEvent1 |
| Gross Receipts Event1 | 604500 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 604500 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1150 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 3805 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 13011 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 31769 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 187726 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 604500 | GrossReceiptsTotal |
| Gross Revenue Total Events | 604500 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1150 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3805 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 13011 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 31769 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 187726 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 237461 | DirectExpenseSummaryEvents |
| Net Income Summary | 367039 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (37 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| HO'OKAKO'O CORPORATION | |||||||||
| PO BOX 37755 | HONOLULU | HI | 96837 | 760717301 | 501(C)(3) | 2953050 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| AHA PUNANA LEO | |||||||||
| 96 PUUHONU PL | HILO | HI | 06720 | 990226111 | 501(C)(3) | 2510286 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KANU O KA AINA LEARNING OHANA | |||||||||
| PO BOX 6511 | KAMUELA | HI | 96743 | 990352665 | 501(C)(3) | 2136650 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| HAWAII DEPARTMENT OF EDUCATION | |||||||||
| PO BOX 2360 | HONOLULU | HI | 96804 | 501(C)(3) | 1601928 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS | |
| ALU LIKE INC | |||||||||
| 458 KEAWE ST | HONOLULU | HI | 96813 | 510151095 | 501(C)(3) | 1420347 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| UNIVERSITY OF HAWAII AT MANOA | |||||||||
| 2500 CAMPUS RD | HONOLULU | HI | 96822 | 501(C)(3) | 1289905 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS | |
| FRIENDS OF THE LEEWARD | |||||||||
| 92-1480 ALIINUI DR | KAPOLEI | HI | 96707 | 200090779 | 501(C)(3) | 1073500 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| INPEACEINSTITUTE FOR NATIVE PEOPLE | |||||||||
| 1001 KAMOKILA BLVD STE 226 | KAPOLEI | HI | 96707 | 990315193 | 501(C)(3) | 999000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| UNIVERSITY OF HAWAII AT HILO | |||||||||
| 200 W KAWILI ST | HILO | HI | 967204091 | 501(C)(3) | 831282 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS | |
| PARTNERS IN DEVELOPMENT FOUNDATION | |||||||||
| 2040 BACHELOT ST | HONOLULU | HI | 96817 | 943271325 | 501(C)(3) | 792250 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KAKOO KA UMEKE INC | |||||||||
| 400 HUALANI ST STE 194 | HILO | HI | 96720 | 432029008 | 501(C)(3) | 707500 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| HO'OULU LAHUI | |||||||||
| PO BOX 2177 | PAHOA | HI | 967782177 | 990323345 | 501(C)(3) | 645000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KA HULI O HALOA | |||||||||
| PO BOX 1159 | KANEOHE | HI | 96744 | 753115246 | 501(C)(3) | 637250 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| WAIPA FOUNDATION | |||||||||
| PO BOX 1516 | HANALEI | HI | 96714 | 990313224 | 501(C)(3) | 499883 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| BIG BROTHERS BIG SISTERS | |||||||||
| 418 KUWILI ST SUITE 106 | HONOLULU | HI | 96817 | 990109970 | 501(C)(3) | 443986 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KUPU | |||||||||
| 3569 HARDING AVE STE C | HONOLULU | HI | 96816 | 510652665 | 501(C)(3) | 383298 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| MAKANA O LILOA FOUNDATION | |||||||||
| 401 WAIAKAMILO RD 1A | HONOLULU | HI | 96817 | 050580950 | 501(C)(3) | 368000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| PAPAHANA KUAOLA | |||||||||
| 41-888 KAKAINA ST | WAIMANALO | HI | 96795 | 202565007 | 501(C)(3) | 339335 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| PAEPAE O HEEIA | |||||||||
| PO BOX 6355 | KANEOHE | HI | 96744 | 710903791 | 501(C)(3) | 320000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| SUPPORTING THE LANGUAGE OF KAUAI | |||||||||
| PO BOX 245 | LIHUE | HI | 96766 | 204088998 | 501(C)(3) | 318750 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| HAEYC HAWAII CHAPTER HONOLULU | |||||||||
| 1806 KING ST STE 30 | HONOLULU | HI | 96826 | 237425746 | 501(C)(3) | 290700 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KANU I KA PONO INC | |||||||||
| PO BOX 12 | ANAHOLA | HI | 96703 | 990347359 | 501(C)(3) | 254500 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KAI LOA INC | |||||||||
| 45-037 KANEOHE BAY DR | KANEOHE | HI | 96744 | 201632545 | 501(C)(3) | 241000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KULA AUPUNI NIIHAU A KAHELELANI ALOHA | |||||||||
| PO BOX 610 | KEKAHA | HI | 96752 | 990349254 | 501(C)(3) | 189250 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| GOOD BEGINNINGS ALLIANCE | |||||||||
| 33 S KING ST STE 200 | HONOLULU | HI | 96813 | 943257650 | 501(C)(3) | 182000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| MOLOKAI COMMUNITY SERVICE COUNCIL | |||||||||
| PO BOX 2047 | KAUNAKAKAI | HI | 96748 | 237426312 | 501(C)(3) | 170761 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KA'ALA FARM INC | |||||||||
| PO BOX 630 | WAIANAE | HI | 96792 | 990242181 | 501(C)(3) | 150086 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| EDITH KANAKA'OLE FOUNDATION | |||||||||
| 1500 KALANIANAOLE AVE | HILO | HI | 96720 | 990294540 | 501(C)(3) | 153000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| MANA MAOLI | |||||||||
| 1100 UNIVERSITY AVE | HONOLULU | HI | 96826 | 311783481 | 501(C)(3) | 152000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| LUNALILO HOME | |||||||||
| 501 KEKAULUOHI ST | HONOLULU | HI | 96825 | 990075244 | 501(C)(3) | 105000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| TEACH FOR AMERICA INC | |||||||||
| 315 WEST 35TH ST | NEW YORK | NY | 10018 | 133541913 | 501(C)(3) | 100000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| DOLLYWOOD FOUNDATION | |||||||||
| 1020 DOLLYWOOD LN | PIGEON FORGE | TN | 37863 | 621348105 | 501(C)(3) | 47634 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| QUEEN LILIUOKALANI CHILDREN'S CENTER (LILIUOKALANI TRUST) | |||||||||
| 1300 HALONA ST | HONOLULU | HI | 96817 | 990078890 | 501(C)(3) | 26000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| HAWAII STATE PUBLIC LIBRARY SYSTEM | |||||||||
| 478 S KING ST | HONOLULU | HI | 96813 | 501(C)(3) | 25000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS | |
| MA KA HANA KA IKE | |||||||||
| PO BOX 968 | HANA | HI | 96713 | 020556883 | 501(C)(3) | 23750 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| HUI MALAMA O KE KAI | |||||||||
| 41-1537 KALANIANAOLE HWY STE 201B | WAIMANALO | HI | 96795 | 990356784 | 501(C)(3) | 19000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| KUALAO HEEIA ECUMENICAL YOUTH | |||||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | 990118209 | 501(C)(3) | 19000 | N/A | N/A | SUPPORT HAWAIIAN EDUCATIONAL ACTIVITIES AND PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 37 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| SCHOLARSHIPS - PRESCHOOL | 2330 | 9451054 | N/A | N/A |
| SCHOLARSHIPS - KINDERGARTEN | 415 | 1794442 | N/A | N/A |
| SCHOLARSHIPS - POST-HIGH | 2023 | 10365381 | N/A | N/A |
| SCHOLARSHIPS - POST-BACCALAUREATE | 164 | 1951650 | N/A | N/A |
| FINANCIAL AID - KS STUDENTS IN PRESCHOOL TO GRADE 12 | 4765 | 16667245 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | GRANTS TO ORGANIZATIONS: THE GRANTS ARE MADE THROUGH A WRITTEN AGREEMENT WITH AT LEAST ANNUAL REPORTING REQUIREMENTS BY THE ORGANIZATION WHO RECEIVES THE GRANT. IN ADDITION, KS CONDUCTS ON-SITE VISITS TO HELP ENSURE THE OBJECTIVES OF THE GRANT ARE ACHIEVED. GRANTS TO INDIVIDUALS: (I) WITH RESPECT TO SCHOLARSHIPS: SCHOLARSHIP AWARDS ARE MADE THROUGH CHECKS OR FUNDS TRANSFER IN THE NAME OF THE INDIVIDUAL AND THE RECIPIENTS' SCHOOLS AND SENT TO THE SCHOOLS. FUNDS NOT USED ARE RETURNED TO KS. THE POST-HIGH SCHOLARSHIP RECIPIENT 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 FINANCIAL AID: FINANCIAL AID FOR TUITION, MEALS AND FEES IS PROVIDED TO STUDENTS WITH A DEMONSTRATED FINANCIAL NEED WHO ACTUALLY ENROLL AND ATTEND KS SCHOOLS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEE JAY MAILER | |||||||||||||
| 482204 | 0 | 50000 | 0 | 1502 | 0 | 46833 | 0 | 13871 | 0 | 594410 | 0 | 0 | 0 |
| KIRK BELSBY | |||||||||||||
| 449685 | 0 | 234000 | 0 | 719 | 0 | 137002 | 0 | 16926 | 0 | 838332 | 0 | 0 | 0 |
| MICHAEL LOO - SEE SCH O | |||||||||||||
| 135765 | 0 | 0 | 0 | 181845 | 0 | 12794 | 0 | 13171 | 0 | 343575 | 0 | 0 | 0 |
| ANN BOTTICELLI | |||||||||||||
| 178816 | 0 | 0 | 0 | 856 | 0 | 18238 | 0 | 10604 | 0 | 208514 | 0 | 0 | 0 |
| COLLEEN WONG | |||||||||||||
| 249161 | 0 | 0 | 0 | 1086 | 0 | 44817 | 0 | 16411 | 0 | 311475 | 0 | 0 | 0 |
| D ROD CHAMBERLAIN | |||||||||||||
| 249077 | 0 | 0 | 0 | 1547 | 0 | 33692 | 0 | 17461 | 0 | 301777 | 0 | 0 | 0 |
| CHRISTOPHER PATING | |||||||||||||
| 345518 | 0 | 72800 | 0 | 694 | 0 | 23588 | 0 | 19681 | 0 | 462281 | 0 | 0 | 0 |
| SYLVIA HUSSEY | |||||||||||||
| 169368 | 0 | 0 | 0 | 471 | 0 | 14818 | 0 | 21200 | 0 | 205857 | 0 | 0 | 0 |
| BENJAMIN SALAZAR - SEE SCH O | |||||||||||||
| 150371 | 0 | 0 | 0 | 6254 | 0 | 8927 | 0 | 9451 | 0 | 175003 | 0 | 0 | 0 |
| MICHAEL CHUN | |||||||||||||
| 236484 | 0 | 0 | 0 | 1980 | 0 | 48268 | 0 | 3516 | 0 | 290248 | 0 | 0 | 0 |
| STANLEY FORTUNA JR | |||||||||||||
| 195541 | 0 | 0 | 0 | 34113 | 0 | 31005 | 0 | 11060 | 0 | 271719 | 0 | 0 | 0 |
| LEE ANN DELIMA | |||||||||||||
| 189708 | 0 | 0 | 0 | 1332 | 0 | 25349 | 0 | 14394 | 0 | 230783 | 0 | 0 | 0 |
| DARREL HOKE | |||||||||||||
| 196399 | 0 | 0 | 0 | 2560 | 0 | 15701 | 0 | 10031 | 0 | 224691 | 0 | 0 | 0 |
| ELIZABETH HOKADA | |||||||||||||
| 308903 | 0 | 93780 | 0 | 2047 | 0 | 73279 | 0 | 13846 | 0 | 491855 | 0 | 0 | 0 |
| CHRISTIAN MILLAN | |||||||||||||
| 179275 | 0 | 38500 | 0 | 541 | 0 | 11844 | 0 | 6350 | 0 | 236510 | 0 | 0 | 0 |
| PAUL QUINTILIANI | |||||||||||||
| 275544 | 0 | 97883 | 0 | 832 | 0 | 22578 | 0 | 16097 | 0 | 412934 | 0 | 0 | 0 |
| SUSAN TODANI | |||||||||||||
| 190888 | 0 | 33432 | 0 | 2063 | 0 | 24922 | 0 | 16998 | 0 | 268303 | 0 | 0 | 0 |
| BURTON YUEN | |||||||||||||
| 190472 | 0 | 56096 | 0 | 498 | 0 | 16662 | 0 | 11517 | 0 | 275245 | 0 | 0 | 0 |
| MICHAEL DANG | |||||||||||||
| 166002 | 0 | 42692 | 0 | 61038 | 0 | 5670 | 0 | 10633 | 0 | 286035 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE NON-TAXABLE ON-CAMPUS HOUSING WAS PROVIDED TO KEY EMPLOYEE DR. MICHAEL CHUN. THIS HOUSING WAS PROVIDED AS A CONDITION OF EMPLOYMENT TO SUPERVISE AND INTERACT WITH STUDENTS AND, BECAUSE THE CAMPUS HAS BOARDING STUDENTS, TO BE AVAILABLE AT ALL TIMES TO MANAGE AND RESOLVE ISSUES ARISING FROM BOARDERS. HEADMASTER CHUN IS PROVIDED FREE HOUSING LOCATED WITHIN THE KAPALAMA CAMPUS. A HOUSING ALLOWANCE WAS PROVIDED TO KEY EMPLOYEE DR.STANLEY FORTUNA JR. THE ENTIRE AMOUNT OF SUCH HOUSING ALLOWANCE WAS INCLUDED AS TAXABLE COMPENSATION. PART I, LINE 1A: HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THE ORGANIZATION PAYS CLUB DUES ON BEHALF OF KS OFFICER KIRK BELSBY FOR BUSINESS USE PURPOSES AND THE EMPLOYEE PAYS FOR PERSONAL USE, IF ANY. THE ENTIRE AMOUNT OF SUCH DUES WAS NONTAXABLE. |
| PART I, LINE 4A | PART I, LINE 4A: MICHAEL LOO, VICE PRESIDENT OF FINANCE & ADMINISTRATION, RECEIVED A SEVERANCE PAYMENT OF $128,000 IN 2010. MICHAEL DANG, HIGHLY COMPENSATED EMPLOYEE, RECIEVED A SEVERANCE PAYMENT OF $40,719 IN 2010. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (17 entries)
| Sharing Of RevenuesSharingOfRevenues | RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction |
|---|---|---|---|
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| SEE SCHEDULE L PART V | |||
| 0 | |||
| FIRST HAWAIIAN BANK | |||
| 0 | CORBETT KALAMA IS AN OFFICER OF THE ENTITY AND TRUSTEE OF THE ORGANIZATION | 35391 | LEASE RENT |
| FIRST HAWAIIAN BANK | |||
| 0 | CORBETT KALAMA IS AN OFFICER OF THE ENTITY AND TRUSTEE OF THE ORGANIZATION | 35521 | LINE OF CREDIT |
| FIRST HAWAIIAN BANK | |||
| 0 | DEE JAY MAILER IS A DIRECTOR OF THE ENTITY AND OFFICER OF THE ORGANIZATION | 35391 | LEASE RENT |
| FIRST HAWAIIAN BANK | |||
| 0 | DEE JAY MAILER IS A DIRECTOR OF THE ENTITY AND OFFICER OF THE ORGANIZATION | 35521 | LINE OF CREDIT |
| BANK OF HAWAII | |||
| 0 | MICHAEL CHUN IS A DIRECTOR OF THE ENTITY AND KEY EMPLOYEE OF THE ORG. | 479191 | LEASE RENT |
| BANK OF HAWAII | |||
| 0 | MICHAEL CHUN IS A DIRECTOR OF THE ENTITY AND KEY EMPLOYEE OF THE ORG. | 47880 | ANALYSIS FEES |
| BANK OF HAWAII | |||
| 0 | MICHAEL CHUN IS A DIRECTOR OF THE ENTITY AND KEY EMPLOYEE OF THE ORG. | 10673 | MERCHANT SERVICE FEES |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | FOR PURPOSES OF DETERMINING INDEPENDENCE WITH RESPECT TO THE FORM 990, EACH MEMBER OF THE GOVERNING BODY MUST SATISFY A THREE-PART TEST. ONE SUCH PART PROVIDES THAT THE MEMBER WAS NOT INVOLVED IN A TRANSACTION WITH THE ORGANIZATION EITHER DIRECTLY OR INDIRECTLY THROUGH AN AFFILIATION WITH ANOTHER ORGANIZATION. ONE MEMBER OF KAMEHAMEHA SCHOOLS' GOVERNING BODY WAS INVOLVED, INDIRECTLY, IN TRANSACTIONS WITH THE ORGANIZATION SOLELY THROUGH HIS AFFILIATION WITH ANOTHER ORGANIZATION AS AN OFFICER OF THAT OTHER ORGANIZATION. CORBETT KALAMA, THROUGH HIS AFFILIATION AS AN OFFICER OF FIRST HAWAIIAN BANK, IS NOT CONSIDERED INDEPENDENT DUE TO LEASE RENT AND CREDIT LINE ARRANGEMENTS BETWEEN KS (IN WHICH CORBETT KALAMA IS A TRUSTEE) AND FIRST HAWAIIAN BANK IN WHICH TRUSTEE KALAMA IS AN OFFICER. TRUSTEE KALAMA NEITHER APPROVED NOR PARTICIPATED IN THE TRANSACTIONS EITHER AS A TRUSTEE OF KS (KS' CONFLICT OF INTEREST POLICY PRECLUDES HIS PARTICIPATION AT KS) OR IN HIS ROLE AS AN OFFICER AT FIRST HAWAIIAN BANK. THE TRUSTEES ARE SELECTED BY THE PROBATE COURT, WHICH APPOINTS MEMBERS OF A SCREENING COMMITTEE UNDER THE COURT'S CONTROL TO RECEIVE APPLICATIONS FOR A TRUSTEE VACANCY, SCREEN SUCH APPLICANTS AND RECOMMEND APPROPRIATE INDIVIDUALS TO THE COURT FOR THE COURT'S FINAL SELECTION. | |
| FORM 990, PART VI, SECTION A, LINE 2 | BISHOP HOLDINGS CORP- CORBETT KALAMA, DEE JAY MAILER, J. DOUGLAS ING, MICAH KANE (BUSINESS RELATIONSHIP - BISHOP HOLDINGS IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVE WITH OTHERS ON THE BOARD WHICH CONSIST OF NINE MEMBERS (J.D. ING RESIGNED 4/30/11)) CHARLES REED BISHOP TRUST- CORBETT KALAMA, DIANE PLOTTS, C. NAINOA THOMPSON, J. DOUGLAS ING, JANEEN-ANN OLDS, MICAH KANE (BUSINESS RELATIONSHIP - THESE INDIVIDUALS SERVE ON THE BOARD OF THE CHARLES REED BISHOP TRUST) FIRST HAWAIIAN BANK- CORBETT KALAMA AND DEE JAY MAILER (BUSINESS RELATIONSHIP - CORBETT KALAMA IS AN EXECUTIVE AT FIRST HAWAIIAN BANK AND DEE JAY MAILER IS A MEMBER OF THE BOARD) KAMEHAMEHA INVESTMENT CORP- CORBETT KALAMA, DEE JAY MAILER, J. DOUGLAS ING, MICAH KANE (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVE WITH OTHERS ON THE BOARD WHICH CONSIST OF NINE MEMBERS (J.D. ING RESIGNED 4/30/11)) KE ALII PAUAHI FOUNDATION- J. DOUGLAS ING, CORBETT KALAMA, JANEEN-ANN OLDS, DIANE PLOTTS, C. NAINOA THOMPSON, MICAH KANE, DEE JAY MAILER, ERIC MARLER, BENJAMIN SALAZAR, MICHAEL LOO (BUSINESS RELATIONSHIP - KE ALI'I PAUAHI FOUNDATION IS A TAX-EXEMPT SUPPORT ORGANIZATION TO KAMEHAMEHA SCHOOLS WITH THE TRUSTEES AND VARIOUS OFFICERS OF KAMEHAMEHA SCHOOLS SERVING AS THE BOARD OF DIRECTORS OF THE FOUNDATION OR ITS OFFICERS) PAUAHI MANAGEMENT CORP- CORBETT KALAMA, DEE JAY MAILER, J. DOUGLAS ING, MICAH KANE (BUSINESS RELATIONSHIP - PAUAHI MANAGEMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVE WITH OTHERS ON THE BOARD WHICH CONSIST OF NINE MEMBERS (J.D. ING RESIGNED 4/30/11)) FRIENDS OF IOLANI PALACE- MICAH KANE, SYLVIA HUSSEY (BUSINESS RELATIONSHIP - THESE INDIVIDUALS SERVE ON THE BOARD OF THE FRIENDS OF IOLANI) NA KUPAA O KUHIO- MICAH KANE, MICHAEL CHUN (BUSINESS RELATIONSHIP - THESE INDIVIDUALS SERVE ON THE BOARD OF NA KUPAA O KUHIO) | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 5-STEP REVIEW PROCESS PRIOR TO THE RETURN BEING FILED CONSISTS OF THE FOLLOWING: THE RETURN IS FIRST REVIEWED BY THE TAX DEPARTMENT, STAFF FROM THE CONTROLLERS' DIVISION AND STAFF FROM THE ENDOWMENT GROUP. THEN THE RETURN IS REVIEWED BY THE VICE PRESIDENT OF LEGAL, THE VP OF FINANCE AND ADMINISTRATION AND THE VP OF COMMUNICATIONS AND COMMUNITY RELATIONS. THEN THE RETURN IS PROVIDED TO THE CEO FOR REVIEW. THEN 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. FINALLY, 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. | |
| 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. 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, SECTION B, LINE 12C | |
| THE CEO'S COMPENSATION IS APPROVED EACH YEAR BY THE BOARD OF TRUSTEES, WHO ARE ALL INDEPENDENT PERSONS. 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 DECISION 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, SECTION B, LINE 15 | |
| FORM 990, PART VI, SECTION C, 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. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES & HIGHEST COMPENSATED EMPLOYEE | THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO POSITION RANGES FROM 40 TO 60 HOURS FOR OFFICERS AND DIRECTORS, AND 20 TO 40 HOURS FOR TRUSTEES. | SUPPLEMENT TO FORM 990, PART VII , SECTION A , LINE 1A ,COLUMN B |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 724,317,376. EQUITY IN EARNINGS OF SUBS -578,403. CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE 30,640,424. TOTAL TO FORM 990, PART XI, LINE 5: 754,379,397. | FORM 990, PART XI, LINE 5: |
| 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. | FORM 990, PART IV, LINE 12 AND PART XII, LINE 2D | |
| C. NAINOA THOMPSON'S TERM AS TRUSTEE ENDED EFFECTIVE JANUARY 31, 2011. JANEEN-ANN OLDS WAS APPOINTED AS TRUSTEE EFFECTIVE FEBRUARY 1,2011. MICHAEL LOO RESIGNED ON JULY 2, 2010. BENJAMIN SALAZAR BECAME INTERIM VP - FINANCE & FACILITIES ON JULY 5, 2010. ERIC MARLER BECAME THE NEW VP - FINANCE & FACILITIES ON NOVEMBER 15, 2010. | FORM 990, PART VII, SECTION A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | P&C INSURANCE COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 KALAKAUA AVENUE SUITE A500 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990315757 | EIN |
| Primary Activities | INSURANCE | PrimaryActivities |
| Legal Domicile State | HI | LegalDomicileState |
| Total Income | 1855980 | TotalIncome |
| EOY Assets | 20841869 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KE ALI'I PAUAHI FOUNDATION | |||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 943263044 | FUNDRAISING, SCHOLARSHIP & DEVELOPMENT | HI | 501(C)(3) | II, TYPE I | KAMEHAMEHA SCHOOLS | 1 | |
| CHARLES R BISHOP TRUST | |||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 996005262 | SUPPORT OTHER CHARITABLE ORGANIZATIONS | HI | 501(C)(3) | II, TYPE III-O | 0 | N/A | |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SFG LLC | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 990324938 | INTERNATIONAL BUSINESS INVESTMENT | DE | N/A | INVESTMENT | 166 | 5445877 | 0 | 0 | 0.90480 | ||
| SNIP | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 330324029 | REAL ESTATE ACQUISITION & LEASING | CA | N/A | INVESTMENT | 491796 | 41366972 | 0 | 0 | 0.91430 | ||
| BFL | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 990073480 | HOLDING COMPANY | N/A | INVESTMENT | -11068 | 2695005 | 0 | 0 | 0.99990 | CJ | ||
| ES LP | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 561574914 | REAL ESTATE ACQ, DEVELOPMENT & SALES | NC | INVESTMENT | 0 | 0 | 0.89070 | MESI LP | ||||
| ESOT LP | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 561574916 | REAL ESTATE ACQ, DEVELOPMENT & SALES | NC | INVESTMENT | 0 | 0 | 0.89070 | MESI LP | ||||
| MESI LP | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 561574915 | REAL ESTATE INVESTMENT | NC | N/A | INVESTMENT | -104675 | 3889679 | 0 | 0 | 0.89970 | ||
| WRA LP | |||||||||||||||
| PO BOX 3466 | HONOLULU | HI | 96801 | 650821359 | FACILITIES MANAGEMENT | FL | UNRELATED | -11869 | 134015 | 0 | 0 | 0.69180 | PAUAHI MANAGEMENT CORPORATION | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BISHOP HOLDINGS CORPORATION | ||||||||||||
| 78-6740 MAKOLEA STREET | KAILUAKONA | HI | 96740 | 990335777 | HOLDING COMPANY | HI | N/A | C | -4377704 | 59336398 | 1.00000 | |
| KONIA INC | ||||||||||||
| 78-6740 MAKOLEA STREET | KAILUAKONA | HI | 96740 | 990309615 | INVESTMENTS | DE | N/A | C | -1873 | 124423 | 1.00000 | |
| PAUAHI MANAGEMENT CORPORATION | ||||||||||||
| 2001 KALAKAUA AVENUE SUITE A500 | HONOLULU | HI | 96815 | 990335778 | PROPERTY MANAGEMENT | HI | C | BISHOP HOLDINGS CORPORATION | ||||
| KAMEHAMEHA INVESTMENT CORPORATION | ||||||||||||
| 78-6831 ALII DRIVE SUITE 235 | KAILUAKONA | HI | 96740 | 990115292 | REAL ESTATE DEVELOPMENT & INVESTMENT | HI | C | BISHOP HOLDINGS CORPORATION | ||||
| KBH INC | ||||||||||||
| 2001 KALAKAUA AVENUE SUITE A500 | HONOLULU | HI | 96815 | 990334862 | REAL ESTATE ASSET MANAGEMENT | HI | C | PAUAHI MANAGEMENT CORPORATION | ||||
| PARADISE PETROLEUM INC | ||||||||||||
| 2001 KALAKAUA AVENUE SUITE A500 | HONOLULU | HI | 96815 | 752247625 | SALES & SVC PETROLEUM PRODUCTS | HI | C | PAUAHI MANAGEMENT CORPORATION | ||||
| KEAUHOU COMMUNITY SERVICE INC | ||||||||||||
| PO BOX 5685 | KAILUAKONA | HI | 96745 | 990291186 | WASTEWATER TREATMENT | HI | C | KAMEHAMEHA INVESTMENT CORPORATION | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PAUAHI MANAGEMENT CORPORATION | ||
| A | 449028 | BOOK VALUE |
| KAMEHAMEHA INVESTMENT CORPORATION | ||
| A | 9758 | BOOK VALUE |
| SFG LLC | ||
| D | 202497 | BOOK VALUE |
| KAMEHAMEHA INVESTMENT CORPORATION | ||
| L | 188628 | COST |
| KEAUHOU COMMUNITY SERVICE INC | ||
| L | 171516 | COST |
| KBH | ||
| O | 187632 | COST |
| KAMEHAMEHA INVESTMENT CORPORATION | ||
| P | 52561 | COST |
| KBH | ||
| P | 129657 | COST |
| SNIP | ||
| R | 2453184 | BOOK VALUE |
| MESI LP | ||
| R | 148731 | BOOK VALUE |