2012-05-14T13:56:03-05:00 2011-06-30 DELOITTE TAX LLP 1132 BISHOP STREET STE 1200 HONOLULU HI 96813 990 2010-07-01 990073480 TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS TRUS 8085236200 PO BOX 3466 HONOLULU HI 96801 DEE JAY MAILER 8085236200 2012-03-29 0 LORI KS TAIRA 8085430700 2010 2016-02-24 21:20:13Z KAMEHAMEHA SCHOOLS DEE JAY MAILER 567 SOUTH KING STREET HONOLULU HI 96813 4066737323 0 X WWW.KSBE.EDU X 1887 HI 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. 5 4 3561 2800 2302461 788567 500000 10000 27914666 28516135 202423212 390274910 102916347 105241145 333754225 524042190 61515058 62735827 0 0 156565175 163346847 0 0 0 137585242 138171863 355665475 364254537 -21911250 159787653 6414591498 7277105989 480978454 429325895 5933613044 6847780094 X KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY. 0 0 264397341 62735827 28516135 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. 264397341 1 1 0 1 0 1 0 1 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 X 770 0 1 3561 1 1 1 1 BR CI CH EZ CO EG GR IC IN ID JA MU PK PE PL RO KS CE TW TU AE 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 HI X DEBORAH ERSKINE CONTROLLER 8085236200 567 SOUTH KING STREET SUITE 160 HONOLULU HI 968133036 X MICAH KANE 20.00 X 99500 0 0 J DOUGLAS ING 20.00 X 95150 0 0 C NAINOA THOMPSON - SEE SCH O 20.00 X 96650 0 0 DIANE PLOTTS 20.00 X 108125 0 0 JANEEN-ANN OLDS - SEE SCH O 20.00 X 0 0 0 CORBETT KALAMA 20.00 X 105875 0 0 DEE JAY MAILER 50.00 X 533706 0 60704 KIRK BELSBY 50.00 X 684404 0 153928 MICHAEL LOO - SEE SCH O 50.00 X 317610 0 25965 ANN BOTTICELLI 50.00 X 179672 0 28842 COLLEEN WONG 50.00 X 250247 0 61228 D ROD CHAMBERLAIN 50.00 X 250624 0 51153 CHRISTOPHER PATING 50.00 X 419012 0 43269 SYLVIA HUSSEY 50.00 X 169839 0 36018 ERIC MARLER - SEE SCH O 50.00 X 32007 0 1293 BENJAMIN SALAZAR - SEE SCH O 50.00 X 156625 0 18378 MICHAEL CHUN 50.00 X 238464 0 51784 STANLEY FORTUNA JR 50.00 X 229654 0 42065 LEE ANN DELIMA 50.00 X 191040 0 39743 DARREL HOKE 50.00 X 198959 0 25732 ELIZABETH HOKADA 50.00 X 404730 0 87125 CHRISTIAN MILLAN 50.00 X 218316 0 18194 PAUL QUINTILIANI 50.00 X 374259 0 38675 SUSAN TODANI 50.00 X 226383 0 41920 BURTON YUEN 50.00 X 247066 0 28179 MICHAEL DANG 50.00 X 269732 0 16303 6097649 0 870498 121 0 1 0 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 193 10000 10000 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 254784 217931 853 36000 28516135 75380644 379054 75001590 343 343 231965640 133574751 98390889 98390889 98390889 3683103232 40673955 3408440263 442658 274662969 40231297 314894266 314894266 604500 237461 367039 367039 NET PREMIUMS EARNED 524126 2926927 2882679 44248 PARKING REVENUE 812930 1308201 1308201 ADVERTISING REV 541800 234467 234467 2013279 1677641 335638 6482874 524042190 33039602 2302461 488690127 22427881 22427881 40307946 40307946 6918387 3770104 3148283 116914127 93159896 23754231 13257761 10379835 2877926 17133320 13414108 3719212 9123252 7142824 1980428 84170 84170 3959258 3959258 208533 208533 115427 115427 22951548 22951548 22235618 7144068 15091550 308609 9409 299200 11645329 6980323 4665006 10669498 929714 9739784 10671027 9513699 1157328 3413081 2823009 590072 1041493 612828 428665 6519297 6519297 487744 295333 192411 26720628 24875074 1845554 587557 1747451 -1159894 REPAIRS AND ALTERATIONS 6462334 6015399 446935 STUDENT EXPENSES 5007537 2967593 2039944 FOOD SERVICES 3113107 3113107 MISCELLANEOUS 1970068 248443 1721625 364254537 264397341 99857196 0 24469 23167 29124993 31960591 3032679 4346316 107071538 108620836 1379430746 511044757 855899570 868385989 1799724176 2108834955 3407293698 4042325476 212420375 112608659 6414591498 7277105989 61992160 61958998 21221382 23850730 226770476 206624762 170994436 136891405 480978454 429325895 X 5933613044 6847780094 5933613044 6847780094 6414591498 7277105989 X 159787653 754379397 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122 134338 134460 264262881 264397341 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 435885 187825 111953 134460 870123 250000 250000 250000 250000 1000000 1500000 282 4369 122 4773 3 0 35000 2090439 1 1 0 450000 X X X X 0 90842892 90842892 1156523955 472914345 683609610 53841037 38130412 15710625 78222862 78222862 868385989 HEDGE FUNDS 2438894000 F PRIVATE EQUITY FUNDS 970578000 F COMMINGLED FUNDS 602090000 F OTHER 30763476 F 4042325476 ACCRUED PENSION LIABILITY 69685539 ACCRUED POSTRETIREMENT 32782803 AMOUNTS PAYABLE FOR SECURITIES PURCHASED 29262000 DEFERRED COMPENSATION PLAN 5161063 136891405 524042190 364254537 159787653 724317376 30062021 754379397 914167050 1341913787 724317376 -12911205 711406171 630507616 22951548 -129416974 -106465426 524042190 460179699 135531921 135531921 324647778 22951548 16655211 39606759 364254537 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: EQUITY IN EARNINGS OF SUBS -578,403. RETIREMENT PLAN CHANGES OTHER THAN NET PERIOD COST 30,640,424. PART XII, LINE 2D - 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 4B - 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 XIII, LINE 2D - 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 4B - OTHER ADJUSTMENTS: FINANCIAL AID 16,745,419. IN-KIND RENT -198,789. PARKING EXPENSE 108,581. 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY 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 (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 0 0 0 0 0 0 2871000000 49000000 2920000000 1 0 1 1 1 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: 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'. STUDENT FUNDRAISING 604500 604500 1150 3805 13011 31769 187726 604500 604500 1150 3805 13011 31769 187726 237461 367039 1 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 37 0 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 OTHER INFORMATION: PART IV: 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. X X 1 1 X X X 1 0 0 0 0 0 0 0 0 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 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. 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 CORBETT KALAMA IS AN OFFICER OF THE ENTITY AND TRUSTEE OF THE ORGANIZATION 35391 LEASE RENT 0 FIRST HAWAIIAN BANK CORBETT KALAMA IS AN OFFICER OF THE ENTITY AND TRUSTEE OF THE ORGANIZATION 35521 LINE OF CREDIT 0 FIRST HAWAIIAN BANK DEE JAY MAILER IS A DIRECTOR OF THE ENTITY AND OFFICER OF THE ORGANIZATION 35391 LEASE RENT 0 FIRST HAWAIIAN BANK DEE JAY MAILER IS A DIRECTOR OF THE ENTITY AND OFFICER OF THE ORGANIZATION 35521 LINE OF CREDIT 0 BANK OF HAWAII MICHAEL CHUN IS A DIRECTOR OF THE ENTITY AND KEY EMPLOYEE OF THE ORG. 479191 LEASE RENT 0 BANK OF HAWAII MICHAEL CHUN IS A DIRECTOR OF THE ENTITY AND KEY EMPLOYEE OF THE ORG. 47880 ANALYSIS FEES 0 BANK OF HAWAII MICHAEL CHUN IS A DIRECTOR OF THE ENTITY AND KEY EMPLOYEE OF THE ORG. 10673 MERCHANT SERVICE FEES 0 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. FORM 990, PART VI, SECTION B, 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. 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 15 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 C, LINE 19 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. OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES & HIGHEST COMPENSATED EMPLOYEE SUPPLEMENT TO FORM 990, PART VII , SECTION A , LINE 1A ,COLUMN B 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 IV, LINE 12 AND PART XII, LINE 2D 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 VII, SECTION A 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. 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