TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP (EIN 99-0073480)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-12
IRS object ID: 201721329349303162
Schema version: 2015v3.0
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)
Return	2017-05-12T12:07:44-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	600 13TH STREET NW SUITE 1000	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	990073480	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF THE ESTATE OF BERNICE PAUAHI	BusinessNameLine1Txt
Business Name Line2	BISHOP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% KELI'I ANDERSON	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	8085236200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3466	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96801	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LIVINGSTON SM WONG	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	8085236200	PhoneNum
Signature	2017-05-11	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRAVIS L PATTON	PreparerPersonNm
PTIN	P00369623	PTIN
Phone	2024141000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	KAMEHAMEHA SCHOOLS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	LIVINGSTON SM WONG	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3466	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96801	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,804,071,780	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.KSBE.EDU	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1885	FormationYr
Legal Domicile State	HI	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	3826	TotalEmployeeCnt
Total Volunteers	4094	TotalVolunteersCnt
Total Gross UBI	$6,591,726	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$100,308	PYContributionsGrantsAmt
CY Contributions Grants	$106,573	CYContributionsGrantsAmt
PY Program Service Revenue	$35,161,845	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,036,575	CYProgramServiceRevenueAmt
PY Investment Income	$613,488,843	PYInvestmentIncomeAmt
CY Investment Income	$319,912,132	CYInvestmentIncomeAmt
PY Other Revenue	$118,399,375	PYOtherRevenueAmt
CY Other Revenue	$108,190,763	CYOtherRevenueAmt
PY Total Revenue	$767,150,371	PYTotalRevenueAmt
CY Total Revenue	$465,246,043	CYTotalRevenueAmt
PY Grants And Similar Paid	$74,168,476	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$77,493,109	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$185,607,291	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$198,989,554	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$173,421,743	PYOtherExpensesAmt
CY Other Expenses	$174,349,343	CYOtherExpensesAmt
PY Total Expenses	$433,197,510	PYTotalExpensesAmt
CY Total Expenses	$450,832,006	CYTotalExpensesAmt
PY Revenues Less Expenses	$333,952,861	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$14,414,037	CYRevenuesLessExpensesAmt
Total Assets BOY	$9,072,343,453	TotalAssetsBOYAmt
Total Assets EOY	$8,556,638,692	TotalAssetsEOYAmt
Total Liabilities BOY	$653,359,263	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$637,903,158	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$8,418,984,190	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$7,918,735,534	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	KAMEHAMEHA SCHOOL'S MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$313,664,748	ExpenseAmt
Grant	$77,607,481	GrantAmt
Revenue	$41,830,690	RevenueAmt
Desc	KAMEHAMEHA SCHOOLS WAS ESTABLISHED UNDER THE WILL AND CODICILS OF BERNICE PAUAHI BISHOP IN 1887 AND IS NOW ONE OF THE LARGEST SCHOOLS IN THE UNITED STATES SERVING KINDERGARTEN THROUGH GRADE 12 AND 30 PRESCHOOLS. FOR OVER ONE-HUNDRED AND THIRTY YEARS, KAMEHAMEHA SCHOOLS HAS CONTINUOUSLY PROVIDED QUALITY EDUCATION, GIVING PREFERENCE TO STUDENTS OF HAWAIIAN ANCESTRY TO THE EXTENT PERMITTED BY LAW. (SEE SCHEDULE O FOR ADDITIONAL INFORMATION ON PROGRAM SERVICE ACCOMPLISHMENTS)	Desc
Total Program Service Expenses	$313,664,748	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	846	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3826	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	AS	ForeignCountryCd
Foreign Country	BE	ForeignCountryCd
Foreign Country	BR	ForeignCountryCd
Foreign Country	CA	ForeignCountryCd
Foreign Country	CI	ForeignCountryCd
Foreign Country	CO	ForeignCountryCd
Foreign Country	EZ	ForeignCountryCd
Foreign Country	EG	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KELI'I ANDERSON	PersonNm
Phone	8085236200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3466	AddressLine1Txt
City	HONOLULU	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96801	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ROBERT NOBRIGA
TRUSTEE	20.0	0.0	Yes (X)	$143,500	$0	$0
CORBETT KALAMA
TRUSTEE	20.0	0.0	Yes (X)	$126,000	$0	$0
MICAH KANE
TRUSTEE	20.0	1.0	Yes (X)	$127,500	$0	$0
JANEEN-ANN OLDS
TRUSTEE (THRU 10/15)	20.0	1.0	Yes (X)	$81,375	$0	$0
LANCE WILHELM
TRUSTEE	20.0	1.0	Yes (X)	$150,500	$0	$0
L JACK WONG
CEO	50.0	1.0		$693,887	$0	$56,861	Yes (X)
D ROD CHAMBERLAIN
VP - CAMPUS EDU. (THRU 06/16)	50.0	0.0		$328,839	$0	$46,367	Yes (X)
KEVIN COCKETT
VP - COMMUNICATIONS/CCO	50.0	1.0		$103,989	$0	$12,680	Yes (X)
T KA'EO DUARTE
VP-COMM. ENGAGEMNT & RESOURCES	50.0	0.0		$181,845	$0	$32,240	Yes (X)
RANDIE FONG
VP - HI CUL AFFAIRS(THRU 8/15)	50.0	0.0		$146,467	$0	$27,764	Yes (X)
ELIZABETH HOKADA
VP - ENDOWMENT (THRU 8/15)	50.0	0.0		$702,540	$0	$99,200	Yes (X)
DARREL HOKE
EVP - ADMINISTRATION	50.0	0.0		$241,526	$0	$25,906	Yes (X)
LAUREN NAHME
VP-STRAT/INNOVATION	50.0	0.0		$214,945	$0	$36,519	Yes (X)
BENJAMIN SALAZAR
VP & CFO (THRU 8/15)	50.0	1.0		$227,635	$0	$44,392	Yes (X)
M WAI'ALE'ALE SARSONA
INTERIM VP-STR PLN(THRU 10/15)	50.0	0.0		$191,153	$0	$37,725	Yes (X)
ERIC SONNENBERG
VP - LEGAL SVS & GEN. COUNSEL	50.0	0.0		$273,088	$0	$34,970	Yes (X)
R HOLOUA STENDER
EVP - EDUCATION	50.0	0.0		$283,470	$0	$38,649	Yes (X)
SCOTT TOPPING
EVP-FINANCE & CFO (AS OF 6/15)	50.0	0.0		$218,900	$0	$19,490	Yes (X)
WINONA WHITE
VP - HR (THRU 8/15)	50.0	0.0		$271,193	$0	$36,317	Yes (X)
LEE ANN DELIMA
HEAD OF SCHOOL-MAUI(THR 11/15)	50.0	1.0		$249,111	$0	$35,982		Yes (X)
EARL KIM
HEAD OF SCHOOL-KAPA.(THR 6/16)	50.0	0.0		$262,177	$0	$24,498		Yes (X)
BURTON YUEN
SR.DIRECTOR - FINANCIAL ASSETS	50.0	0.0		$516,472	$0	$106,663		Yes (X)
NINIA ALDRICH
STRAT PROJECT MGR (THRU 12/15)	50.0	0.0		$302,994	$0	$16,704			Yes (X)
JON IWATANI
INVESTMENT ASSOC DIR. - FAD	50.0	0.0		$309,741	$0	$34,220			Yes (X)
M'LISS MOORE
INVESTMENT DIRECTOR - FAD	50.0	0.0		$358,345	$0	$30,785			Yes (X)
SUSAN TODANI
AREA DEV. DIR. (THRU 10/15)	50.0	0.0		$387,075	$0	$37,228			Yes (X)
WILLIAM ZIOMEK
INVESTMENT DIRECTOR - FAD	50.0	0.0		$336,582	$0	$37,006			Yes (X)
MARSHA BOLSON
VP COMM REL/COMM (THRU 6/15)	50.0	0.0		$104,986	$0	$11,771				Yes (X)
JOY KONO THRU 415
INTERIM VP-ADMINISTRATION	50.0	0.0		$141,603	$0	$35,125				Yes (X)
DEE JAY MAILER
CEO - THROUGH 04/01/14	0.0	0.0		$350,000	$0	$715				Yes (X)
CHRISTOPHER PATING
VP-STRAT PLAN/IMPLT THRU 01/15	0.0	0.0		$200,218	$0	$21,491				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,227,656	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$941,268	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	202	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
HAWAIIAN DREDGING CONSTRUCTION COMP
PO BOX 4088	HONOLULU	HI	96812	CONSTRUCTION SERVICE	$26,644,496
COMPASS GROUP USA INC
2400 YORKMONT RD	CHARLOTTE	NC	28217	FOOD SERVICE PREP	$7,117,056
GOTO CONSTRUCTION
730 MOOWA ST STE B	HONOLULU	HI	96817	CONSTRUCTION SERVICE	$3,254,357
RAM CORP DBA ALLIED BUILDERS SYST
1717 AKAHI ST 2ND FL	HONOLULU	HI	96819	CONSTRUCTION SERVICE	$2,412,820
HONOLULU BUILDERS LLC
800 BETHAL ST STE 401	HONOLULU	HI	96813	CONSTRUCTION SERVICE	$2,205,785

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	193	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$106,573	AllOtherContributionsAmt
Total Contributions	$106,573	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION	611600	$29,748,087	$29,748,087
STUDENT FEES	611600	$6,675,997	$6,675,997
BOOKSTORE	611600	$297,184	$297,184
FOOD SERVICES	611600	$219,812	$219,812
INTEREST INCOME	611600	$81,490	$81,490

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,005	TotalRevenueColumnAmt
Related Or Exempt Func Income	$14,005	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,036,575	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$91,281,379	TotalRevenueColumnAmt
Unrelated Business Revenue	$5,673,727	UnrelatedBusinessRevenueAmt
Exclusion	$85,607,652	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$369,971	TotalRevenueColumnAmt
Exclusion	$369,971	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$206,420,406	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$108,734,684	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$97,685,722	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$97,685,722	TotalRevenueColumnAmt
Exclusion	$97,685,722	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,427,548,891	SecuritiesAmt
Other	$30,918,683	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,229,276,959	SecuritiesAmt
Other	$559,862	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$198,271,932	SecuritiesAmt
Other	$30,358,821	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$228,630,753	TotalRevenueColumnAmt
Exclusion	$228,630,753	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$606,000	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$254,232	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$351,768	TotalRevenueColumnAmt
Exclusion	$351,768	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PREMIUMS EARNED	524126	$3,119,813	$3,106,625	$13,188
STUDENT ACTIVITIES	611600	$1,687,490	$1,687,490
PARKING	812930	$863,087		$863,087

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,112,912	TotalRevenueColumnAmt
Unrelated Business Revenue	$41,724	UnrelatedBusinessRevenueAmt
Exclusion	$4,071,188	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$9,783,302	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$465,246,043	TotalRevenueColumnAmt
Related Or Exempt Func Income	$41,830,690	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,591,726	UnrelatedBusinessRevenueAmt
Exclusion	$416,717,054	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$21,943,887	TotalAmt
Program Services	$21,943,887	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$55,549,222	TotalAmt
Program Services	$55,549,222	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,972,574	TotalAmt
Program Services	$1,205,617	ProgramServicesAmt
Management And General	$5,766,957	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$146,569,319	TotalAmt
Program Services	$110,378,418	ProgramServicesAmt
Management And General	$36,190,901	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,961,483	TotalAmt
Program Services	$7,966,077	ProgramServicesAmt
Management And General	$2,995,406	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$23,362,141	TotalAmt
Program Services	$16,978,050	ProgramServicesAmt
Management And General	$6,384,091	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,124,037	TotalAmt
Program Services	$8,084,210	ProgramServicesAmt
Management And General	$3,039,827	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$493,088	TotalAmt
Program Services	$57,026	ProgramServicesAmt
Management And General	$436,062	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,866,634	TotalAmt
Program Services	$384	ProgramServicesAmt
Management And General	$3,866,250	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$258,969	TotalAmt
Management And General	$258,969	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$45,125	TotalAmt
Management And General	$45,125	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$31,390,428	TotalAmt
Management And General	$31,390,428	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$26,727,481	TotalAmt
Program Services	$11,267,873	ProgramServicesAmt
Management And General	$15,459,608	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$458,997	TotalAmt
Program Services	$94,498	ProgramServicesAmt
Management And General	$364,499	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,069,786	TotalAmt
Program Services	$865,492	ProgramServicesAmt
Management And General	$6,204,294	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,215,374	TotalAmt
Program Services	$280,527	ProgramServicesAmt
Management And General	$6,934,847	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,020,215	TotalAmt
Program Services	$8,841,596	ProgramServicesAmt
Management And General	$2,178,619	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,384,497	TotalAmt
Program Services	$2,137,750	ProgramServicesAmt
Management And General	$1,246,747	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,520,641	TotalAmt
Program Services	$1,137,091	ProgramServicesAmt
Management And General	$383,550	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,017,666	TotalAmt
Program Services	$7,017,666	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$114,372	TotalAmt
Program Services	$114,372	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$38,308,018	TotalAmt
Program Services	$33,961,206	ProgramServicesAmt
Management And General	$4,346,812	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,909,135	TotalAmt
Program Services	$2,463,603	ProgramServicesAmt
Management And General	$445,532	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SUPPLIES	$12,550,608	$10,194,554	$2,356,054
REPAIRS & MAINTENANCE	$10,735,932	$8,736,985	$1,998,947
STUDENT EXPENSES	$4,551,726	$2,637,798	$1,913,928
MISCELLANEOUS	$1,010,879	$569,463	$441,416	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,699,772	TotalAmt
Program Services	$1,181,383	ProgramServicesAmt
Management And General	$2,518,389	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$450,832,006	TotalAmt
Program Services	$313,664,748	ProgramServicesAmt
Management And General	$137,167,258	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$19,246	BOYAmt
EOY	$19,517	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$18,808,154	BOYAmt
EOY	$111,223,218	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,870,631	BOYAmt
EOY	$30,419,196	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$83,912	BOYAmt
EOY	$49,099	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$117,120,277	BOYAmt
EOY	$119,715,718	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,515,939,260	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$623,844,332	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$885,963,323	BOYAmt
EOY	$892,094,928	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,680,141,197	BOYAmt
EOY	$1,485,334,162	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$6,183,766,680	BOYAmt
EOY	$5,759,402,435	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$170,570,033	BOYAmt
EOY	$158,380,419	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,072,343,453	BOYAmt
EOY	$8,556,638,692	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$55,863,148	BOYAmt
EOY	$53,312,143	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$184,874,644	BOYAmt
EOY	$179,268,403	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$193,761,905	BOYAmt
EOY	$169,476,190	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$218,859,566	BOYAmt
EOY	$235,846,422	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$653,359,263	BOYAmt
EOY	$637,903,158	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,418,984,190	BOYAmt
EOY	$7,918,735,534	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,418,984,190	BOYAmt
EOY	$7,918,735,534	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,072,343,453	BOYAmt
EOY	$8,556,638,692	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$14,414,037	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$442,739,177	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$71,923,516	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$13,790	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$49,937	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$63,727	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$418,760,360	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$418,824,087	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$54,980	CurrentYearMinus3Amt
Current Year Minus2	$59,556	CurrentYearMinus2Amt
Current Year Minus1	$46,277	CurrentYearMinus1Amt
Current Year	$63,727	CurrentYearAmt
Total	$224,540	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus1	$3,154	CurrentYearMinus1Amt
Current Year	$13,790	CurrentYearAmt
Total	$16,944	TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$583,000	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,787,939	BeginningYearBalanceAmt
Contributions	$786,810	ContributionsAmt
Investment Earnings Or Losses	-$486,997	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$765,674	GrantsOrScholarshipsAmt
End Year Balance	$17,322,078	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,844,609	BeginningYearBalanceAmt
Contributions	$4,426,295	ContributionsAmt
Investment Earnings Or Losses	-$456,231	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,734	GrantsOrScholarshipsAmt
End Year Balance	$17,787,939	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,969,919	BeginningYearBalanceAmt
Contributions	$596,273	ContributionsAmt
Investment Earnings Or Losses	$1,638,222	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$359,805	GrantsOrScholarshipsAmt
End Year Balance	$13,844,609	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,779,312	BeginningYearBalanceAmt
Contributions	$1,155,169	ContributionsAmt
Investment Earnings Or Losses	$1,218,103	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$182,665	GrantsOrScholarshipsAmt
End Year Balance	$11,969,919	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,421,444	BeginningYearBalanceAmt
Contributions	$371,499	ContributionsAmt
Investment Earnings Or Losses	$269,139	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$282,770	GrantsOrScholarshipsAmt
End Year Balance	$9,779,312	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.05000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.55000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.40000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$98,317,543	OtherCostOrOtherBasisAmt
Book Value	$98,317,543	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,281,393,302	OtherCostOrOtherBasisAmt
Depreciation	$572,106,942	DepreciationAmt
Book Value	$709,286,360	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$89,261,199	OtherCostOrOtherBasisAmt
Depreciation	$51,533,340	DepreciationAmt
Book Value	$37,727,859	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$46,967,216	OtherCostOrOtherBasisAmt
Depreciation	$204,050	DepreciationAmt
Book Value	$46,763,166	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$892,094,928	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
HEDGE FUNDS	$3,053,605,031	F
PRIVATE EQUITY FUNDS	$1,905,712,426	F
COMMINGLED FUNDS	$655,558,938	F
OTHER	$144,526,040	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$5,759,402,435	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
ACCRUED PENSION LIABILITY	$128,829,607
ACCRUED POST RETIREMENT	$64,900,331
DEFERRED COMPENSATION PLAN	$6,337,055
STUDENT ACCOUNTS	$250
CAPITAL LEASE	$18,359,942
A/P - SECURITIES	$17,118,197
OTHER LIABILITIES	$301,040

Field	Value	IRS element (for citing)
Total Liability	$235,846,422	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4	ART COLLECTION THE KAMEHAMEHA SCHOOLS ART COLLECTION INCLUDES OVER 500 ART PIECES THAT HAVE BEEN PURCHASED, COMMISSIONED OR ACQUIRED THROUGH DONATIONS. THE PIECES RANGE FROM HISTORICAL TO CONTEMPORARY AND ENCOMPASS A BROAD SPECTRUM OF MEDIA INCLUDING SCULPTURE, DRAWING, PAINTING, PRINTING AND PHOTOGRAPHY. THE ART COLLECTION IS MANAGED BY THE KAMEHAMEHA SCHOOLS 'IKE HAWAI'I ART CONSORTIUM, A CAREFULLY SELECTED GROUP COMPOSED OF FACULTY AND STAFF MEMBERS FROM THROUGHOUT THE ORGANIZATION. THE PRIMARY FOCUS OF THE CONSORTIUM IS TO IDENTIFY WAYS TO SHARE THE KS ART COLLECTION FOR EDUCATIONAL PURPOSES AND TO CARE FOR THE COLLECTION. THE CONSORTIUM ALSO OVERSEES THE ACQUISITION OF NEW ART PIECES THROUGH DONATION OR ACQUISITION. KAMEHAMEHA SCHOOLS HAS IDENTIFIED THE FOLLOWING AS THE ROLE OF ART WITHIN THE INSTITUTION : -TO INSPIRE AND EDUCATE -TO FOSTER AN APPRECIATION AND RESPECT FOR ARTISTIC EXPRESSION -TO EMBODY THE ESSENCE OF NATIVE HAWAIIAN LANGUAGE, CULTURE, HISTORY, TRADITIONS AND VALUES THE VAST COLLECTION SERVES AS A VALUABLE EDUCATIONAL RESOURCE FOR TEACHERS AND THEIR STUDENTS.
PART V, LINE 4	INTENDED USE OF ENDOWMENT FUNDS: THE KE ALI'I PAUAHI FOUNDATION, A RELATED SUPPORTING ORGANIZATION TO KAMEHAMEHA SCHOOLS, HOLDS AND ADMINISTERS CERTAIN ENDOWMENT FUNDS FOR THE PURPOSE OF AWARDING VARIOUS SCHOLARSHIPS AND FINANCIAL AID ON BEHALF OF KAMEHAMEHA SCHOOLS.
PART X, LINE 2	FIN 48 (ASC 740) FOOTNOTE: THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS UTILIZING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AT JUNE 30, 2016 AND 2015, MANAGEMENT BELIEVES THERE WERE NO SIGNIFICANT UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	false	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE NONDISCRIMINATION POLICY IS PUBLISHED ANNUALLY IN A NEWSPAPER PUBLISHED IN THE STATE OF HAWAII THAT HAS GENERAL CIRCULATION IN THE STATE.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
Central America and the Caribbean	Investments	N/A	$2,138,327,927
East Asia and the Pacific	Investments	N/A	$23,663,981	1
Europe (Including Iceland and Greenland)	Investments	N/A	$230,037,907
Middle East and North Africa	Investments	N/A	$4,952,507
North America	Investments	N/A	$62,311,321
Russia and the Newly Independent States	Investments	N/A	$4,334,234
South America	Investments	N/A	$42,443,827
South Asia	Investments	N/A	$32,519,082	1
Sub-Saharan Africa	Investments	N/A	$38,104,019

Field	Value	IRS element (for citing)
Subtotal Employees	2	SubtotalEmployeesCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$2,576,694,805	SubtotalSpentAmt
Total Spent	$2,576,694,805	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	STUDENT ACTIVTY	Event1Nm
Gross Receipts Event1	$606,000	GrossReceiptsEvent1Amt
Gross Revenue Event1	$606,000	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,182	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$2,162	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$250,888	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$606,000	GrossReceiptsTotalAmt
Gross Revenue Total Events	$606,000	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$1,182	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$2,162	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$250,888	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$254,232	DirectExpenseSummaryEventsAmt
Net Income Summary	$351,768	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (63 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Address Line2USAddress/AddressLine2Txt
AFTER SCHOOL ALL STARS
4747 KILAUEA AVENUE	HONOLULU	HI	96816	274604870	501( C )(3)	$89,067	N/A	N/A	EDUCATIONAL SUPPORT
AHA PUNANA LEO INC
96 PUUHONU PLACE	HILO	HI	96720	990226111	501( C )(3)	$2,209,000	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$40,942
ALU LIKE INC
2969 MAPUNAPUNA PLACE	HONOLULU	HI	96819	510151095	501( C )(3)	$1,738,120	N/A	N/A	EDUCATIONAL SUPPORT
BIG BROTHERS BIG SISTERS HAWAII INC
418 KUWILI STREET	HONOLULU	HI	96817	990109970	501( C )(3)	$50,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 106
BOYS AND GIRLS CLUB OF HAWAII
345 QUEEN STREET	HONOLULU	HI	96813	996005407	501( C )(3)	$150,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 900
CHAMINADE UNIVERSITY
3140 WAIALAE AVENUE	HONOLULU	HI	96816	990272261	501( C )(3)	$242,616	N/A	N/A	EDUCATIONAL SUPPORT
CONSUELO ZOBEL ALGER FOUNDATION
110 N HOTEL ST	HONOLULU	HI	96817	990266163	501( C )(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
THE DOLLYWOOD FOUNDATION
1020 DOLLYWOOD LANE	PIGEON FORGE	TN	37863	621348105	501( C )(3)	$27,086	N/A	N/A	EDUCATIONAL SUPPORT
FRIENDS OF THE LEEWARD COAST PUBLIC CHARTER SCHOOL
92-1480 ALIINUI DRIVE	KAPOLEI	HI	96707	220090779	501( C )(3)	$920,900	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
GOOD BEGINNINGS ALLIANCE
850 RICHARDS STREET	HONOLULU	HI	96813	943257650	501( C )(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 201
HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS
PO BOX 2360	HONOLULU	HI	96804	990266482	501( C )(3)	$85,000	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII PUBLIC CHARTER SCHOOLS NETWORK
99-195 OHEKANI LOOP	AIEA	HI	96701	990344930	501( C )(3)	$65,000	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII DEPARTMENT OF EDUCATION
PO BOX 2360	HONOLULU	HI	96804	990266482	GOVT ENTITY	$375,724	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII FORESTRY INDUSTRY ASSOCIATION
PO BOX 66	OOKALA	HI	96774	990279337	501( C )(6)	$183,244	N/A	N/A	EDUCATIONAL SUPPORT
HAWAIIAN COMMUNITY ASSETS INC
200 N VINEYARD BLVD A300	HONOLULU	HI	96817	990348767	501( C )(3)	$37,000	N/A	N/A	EDUCATIONAL SUPPORT
HAWAIIAN SILVERSWORD FOUNDATION
721 N FORGEUS AVENUE	TUCSON	AZ	85716	860879183	501( C )(3)	$140,935	N/A	N/A	EDUCATIONAL SUPPORT
HAWAII ASSOC FOR THE EDU OF YOUNG CHILDREN
1806 N KING STREET	HONOLULU	HI	96826	237425746	501( C )(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 30
HO'OLA NA PUA
PO BOX 401	HALEIWA	HI	96712	465139164	501( C )(3)	$22,800	N/A	N/A	EDUCATIONAL SUPPORT
HO'OULU LAHUI
PO BOX 2177	PAHOA	HI	96778	990323345	501( C )(3)	$266,000	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
HOOKAKOO CORPORATION
PO BOX 37755	HONOLULU	HI	96837	760717301	501( C )(3)	$1,752,142	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$61,413
HUI MALAMA O KE KAI
41-477 HIHIMANU STREET	WAIMANALO	HI	96795	990356784	501( C )(3)	$59,196	N/A	N/A	EDUCATIONAL SUPPORT
HUI O KUAPA
PO BOX 486	KAUNAKAKAI	HI	96748	990271743	501( C )(3)	$31,320	N/A	N/A	EDUCATIONAL SUPPORT
HULIAUAPAA
29-2290 OLD MAMALAHOA HWY	HAKALAU	HI	96710	455486637	501( C )(3)	$68,700	N/A	N/A	EDUCATIONAL SUPPORT
INST FOR NATIVE PACIFIC EDU AND CULTURE
1001 KAMOKILA BLVD	KAPOLEI	HI	96707	990315193	501( C )(3)	$450,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 226
KA HULI O HALOA
PO BOX 1159	KANEOHE	HI	96744	753115246	501( C )(3)	$170,366	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KAALA FARM INC
85-555 FARRINGTON HWY	WAIANAE	HI	96792	990242181	501( C )(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
KAHUA OLA HOU
PO BOX 563	HOOLEHUA	HI	96729	203543005	501( C )(3)	$36,000	N/A	N/A	EDUCATIONAL SUPPORT
KAI LOA INC
46-500 KUNEKI STREET	KANEOHE	HI	96744	201632545	501( C )(3)	$326,600	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KALO ALLIANCE
PO BOX 894843	MILILANI	HI	96789	472272638	501( C )(3)	$1,169,000	N/A	N/A	EDUCATIONAL SUPPORT
KAMA'AHA EDUCATION INITIATIVE
1500 KALANIANAOLE AVENUE	HILO	HI	96720	432029008	501( C )(3)	$386,000	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KULA AUPUNI NIIHAU A KAHELELANI ALOHA
PO BOX 74	KEKAHA	HI	96752	990349254	501( C )(3)	$173,000	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KANU I KA PONO INC
PO BOX 12	ANAHOLA	HI	96703	990347359	501( C )(3)	$330,500	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KANU O KA AINA LEARNING OHANA
PO BOX 6511	KAMUELA	HI	96743	990352665	501( C )(3)		PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KEAUKAHA COMMUNITY ASSOC INC
PO BOX 5146	HILO	HI	96720	990344099	501( C )(3)	$173,000	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,471
KEY PROJECT
47-200 WAIHEE ROAD	KANEOHE	HI	96744	990118209	501( C )(3)	$25,100	N/A	N/A	EDUCATIONAL SUPPORT
THE KOHALA CENTER
PO BOX 437462	KAMUELA	HI	96743	990354676	501( C )(3)	$281,200	N/A	N/A	EDUCATIONAL SUPPORT
KUPU
677 ALA MOANA BLVD	HONOLULU	HI	96813	510652665	501( C )(3)	$351,200	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 1200
LEARNING DISABILITIES ASSOCIATION OF HAWAII
245 N KUKUI STREET	HONOLULU	HI	96817	990119223	501( C )(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 205
MA KA HANA KA IKE BUILDING PROGRAM
PO BOX 968	HANA	HI	96713	020556883	501( C )(3)	$61,200	N/A	N/A	EDUCATIONAL SUPPORT
MALAMA LEARNING CENTER
PO BOX 75467	KAPOLEI	HI	96707	200442056	501( C )(3)	$220,900	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,472
MALAMA LOKO'EA
65-041 HUKILAU LOOP	WAIALUA	HI	96791	271307663	501( C )(3)	$175,129	N/A	N/A	EDUCATIONAL SUPPORT
MANA MAOLI
1618 PUNAHOU STREET	HONOLULU	HI	96822	311783481	501( C )(3)		PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,472
MAUI FAMILY SUPPORT SERVICES INC
1844 WILI PA LOOP	WAILUKU	HI	96793	990208152	501( C )(3)	$35,000	N/A	N/A	EDUCATIONAL SUPPORT
MAUNALUA FISHPOND HERITAGE CENTER
PO BOX 240204	HONOLULU	HI	96824	261349087	501( C )(3)	$25,000	N/A	N/A	EDUCATIONAL SUPPORT
NA KALAI WAA
65-1206 MAMALAHOA HIGHWAY	KAMUELA	HI	96743	990304846	501( C )(3)	$132,750	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 3-11
NA LEO KAKO'O 'O MAUI
PO BOX 1913	WAILUKU	HI	96793	990279993	501( C )(3)	$44,905	N/A	N/A	EDUCATIONAL SUPPORT
OFFICE OF HAWAIIAN AFFAIRS
560 N NIMITZ HWY	HONOLULU	HI	96817	990309601	501( C )(3)	$80,000	N/A	N/A	EDUCATIONAL SUPPORT		200
PAEPAE OF HEEIA
PO BOX 6355	KANEOHE	HI	96744	710903791	501( C )(3)	$395,800	N/A	N/A	EDUCATIONAL SUPPORT
PAPA KU MANA
21010 MAKIKI HEIGHTS DR	HONOLULU	HI	96822	472189065	501( C )(3)	$238,100	N/A	N/A	EDUCATIONAL SUPPORT
PAPAHANA KUAOLA
46-403 HAIKU ROAD	KANEOHE	HI	96744	202565007	501( C )(3)	$406,400	N/A	N/A	EDUCATIONAL SUPPORT
PARTNERS IN DEVELOPMENT FOUNDATION
2040 BACHELOT STREET	HONOLULU	HI	96817	943271325	501( C )(3)	$772,125	N/A	N/A	EDUCATIONAL SUPPORT
POLYNESIAN VOYAGING SOCIETY
10 SAND ISLAND PARKWAY	HONOLULU	HI	96819	237302232	501( C )(3)	$800,000	N/A	N/A	EDUCATIONAL SUPPORT
PURPLE MAIA FOUNDATION
98-1277 KAAHUMANU ST	AIEA	HI	96701	464326249	501( C )(3)	$101,380	N/A	N/A	EDUCATIONAL SUPPORT
QUEEN LILIUOKALANI CHILDRENS CENTER
1100 ALAKEA STREET	HONOLULU	HI	96813	990078890	501( C )(3)	$32,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 1100
SUPPORTING THE LANGUAGE OF KAUAI
PO BOX 245	LIHUE	HI	96766	204088998	501( C )(3)	$195,639	PURCHASE PRICE	LAPTOPS	EDUCATIONAL SUPPORT	$20,472
SUSTAIN HAWAII
3442 WAIALAE AVENUE	HONOLULU	HI	96816	200040349	501( C )(3)	$50,000	N/A	N/A	EDUCATIONAL SUPPORT		SUITE 8
TEACH FOR AMERICA INC
315 WEST 35TH STREET	NEW YORK	NY	10018	133541913	501( C )(3)	$100,000	N/A	N/A	EDUCATIONAL SUPPORT
UNIVERSITY OF HAWAII FOUNDATION
2444 DOLE STREET	HONOLULU	HI	96822	990085260	501( C )(3)	$42,665	N/A	N/A	EDUCATIONAL SUPPORT		BACHMAN HALL ROOM 105
ULU MAU PUANUI INC
PO BOX 685	KAMUELA	HI	96743	272218803	501( C )(3)	$132,610	N/A	N/A	EDUCATIONAL SUPPORT
UNIVERSITY OF HAWAII
2500 CAMPUS ROAD	HONOLULU	HI	96822	996000354	GOVT ENTITY	$2,339,634	N/A	N/A	EDUCATIONAL SUPPORT
WAIANAE COMMUNITY REDEVELOPMENT CORPORATION
86-148 PUHAWAI ROAD	WAIANAE	HI	96792	990350803	501( C )(3)	$750,000	N/A	N/A	EDUCATIONAL SUPPORT
WAIPA FOUNDATION
PO BOX 1516	HANALEI	HI	96714	990313224	501( C )(3)	$450,240	N/A	N/A	EDUCATIONAL SUPPORT
KE ALII PAUAHI FOUNDATION
PO BOX 3466	HONOLULU	HI	96801	943263044	501( C )(3)	$1,124,434	N/A	N/A	EDUCATIONAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	62	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
SCHOLARSHIPS - PRESCHOOL	1845	$12,915,295	N/A	N/A
SCHOLARSHIPS - KINDERGARTEN	549	$3,279,419	N/A	N/A
SCHOLARSHIPS - HIGH	137	$361,662	N/A	N/A
SCHOLARSHIPS - POST-HIGH	2050	$12,563,625	N/A	N/A
STIPENDS - POST - HIGH	57	$105,600	N/A	N/A
FINANCIAL AID - KS STUDENTS IN PK-12	5363	$26,323,621	N/A	N/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

GRANTS TO ORGANIZATIONS

THE GRANTS ARE MADE THROUGH A WRITTEN AGREEMENT WITH AT LEAST ANNUAL REPORTING REQUIREMENTS (PROGRAMMATIC AND FINANCIAL) BY THE ORGANIZATION WHO RECEIVES THE GRANT. IN ADDITION, KS CONDUCTS ON-SITE VISITS AND QUARTERLY CHECK-INS TO HELP ENSURE THE OBJECTIVES OF THE GRANT ARE ACHIEVED AND ADDRESS ANY CHALLENGES/ ISSUES ON A TIMELY BASIS.

GRANTS TO INDIVIDUALS:

(I) WITH RESPECT TO SCHOLARSHIPS: SCHOLARSHIP AWARDS ARE MADE THROUGH CHECKS IN THE NAME OF THE RECIPIENT SCHOOLS AND SENT TO THE SCHOOLS. FUNDS NOT USED ARE RETURNED TO KS. THE POST-HIGH SCHOLARSHIP RECIPIENTS ARE ALSO ASSIGNED A COUNSELOR WHO MAINTAINS REGULAR CONTACT WITH THE RECIPIENT AND PROVIDES ANY ASSISTANCE AND GUIDANCE TO HELP THEM MATRICULATE. (II) WITH RESPECT TO STIPENDS: STIPEND AWARDS ARE MADE THROUGH CHECKS IN THE NAME OF THE STUDENT UPON COMPLETION OF A PREAPPROVED INTERNSHIP PROGRAM COORDINATED BY KS. STUDENT INTERNS ARE ASSIGNED A KS COUNSELOR WHO MONITORS THE INTERNSHIP COMPLETION. (III) WITH RESPECT TO FINANCIAL AID: FINANCIAL AID FOR TUITION, MEALS, TRANSPORTATION, AND FEES IS PROVIDED TO STUDENTS WITH A DEMONSTRATED FINANCIAL NEED WHO ACTUALLY ENROLL AND ATTEND KS SCHOOLS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LANCE WILHELM
TRUSTEE	$150,500	$0	$0	$0	$0	$0	$0	$0	$0	$0	$150,500	$0	$0	$0
L JACK WONG
CEO	$575,925	$0	$116,000	$0	$1,962	$0	$35,632	$0	$21,229	$0	$750,748	$0	$0	$0
D ROD CHAMBERLAIN
VP - CAMPUS EDU. (THRU 06/16)	$326,319	$0	$0	$0	$2,520	$0	$27,297	$0	$19,070	$0	$375,206	$0	$0	$0
T KA'EO DUARTE
VP-COMM. ENGAGEMNT & RESOURCES	$180,623	$0	$0	$0	$1,222	$0	$15,122	$0	$17,118	$0	$214,085	$0	$0	$0
RANDIE FONG
VP - HI CUL AFFAIRS(THRU 8/15)	$144,489	$0	$0	$0	$1,978	$0	$12,000	$0	$15,764	$0	$174,231	$0	$0	$0
ELIZABETH HOKADA
VP - ENDOWMENT (THRU 8/15)	$409,769	$0	$287,995	$0	$4,776	$0	$82,496	$0	$16,704	$0	$801,740	$0	$80,115	$0
DARREL HOKE
EVP - ADMINISTRATION	$238,076	$0	$0	$0	$3,450	$0	$20,364	$0	$5,542	$0	$267,432	$0	$0	$0
LAUREN NAHME
VP-STRAT/INNOVATION	$213,993	$0	$0	$0	$952	$0	$16,930	$0	$19,589	$0	$251,464	$0	$0	$0
BENJAMIN SALAZAR
VP & CFO (THRU 8/15)	$226,795	$0	$0	$0	$840	$0	$18,650	$0	$25,742	$0	$272,027	$0	$0	$0
M WAI'ALE'ALE SARSONA
INTERIM VP-STR PLN(THRU 10/15)	$101,719	$0	$0	$0	$89,434	$0	$14,306	$0	$23,419	$0	$228,878	$0	$0	$0
ERIC SONNENBERG
VP - LEGAL SVS & GEN. COUNSEL	$270,613	$0	$0	$0	$2,475	$0	$16,039	$0	$18,931	$0	$308,058	$0	$0	$0
R HOLOUA STENDER
EVP - EDUCATION	$278,055	$0	$0	$0	$5,415	$0	$19,108	$0	$19,541	$0	$322,119	$0	$0	$0
SCOTT TOPPING
EVP-FINANCE & CFO (AS OF 6/15)	$218,494	$0	$0	$0	$406	$0	$8,400	$0	$11,090	$0	$238,390	$0	$0	$0
WINONA WHITE
VP - HR (THRU 8/15)	$244,963	$0	$25,000	$0	$1,230	$0	$18,906	$0	$17,411	$0	$307,510	$0	$0	$0
LEE ANN DELIMA
HEAD OF SCHOOL-MAUI(THR 11/15)	$207,615	$0	$0	$0	$41,496	$0	$19,961	$0	$16,021	$0	$285,093	$0	$0	$0
EARL KIM
HEAD OF SCHOOL-KAPA.(THR 6/16)	$258,406	$0	$0	$0	$3,771	$0	$21,233	$0	$3,265	$0	$286,675	$0	$0	$0
BURTON YUEN
SR.DIRECTOR - FINANCIAL ASSETS	$355,243	$0	$160,275	$0	$954	$0	$90,867	$0	$15,796	$0	$623,135	$0	$52,167	$0
NINIA ALDRICH
STRAT PROJECT MGR (THRU 12/15)	$129,606	$0	$0	$0	$173,388	$0	$3,064	$0	$13,640	$0	$319,698	$0	$0	$0
JON IWATANI
INVESTMENT ASSOC DIR. - FAD	$251,993	$0	$56,881	$0	$867	$0	$24,728	$0	$9,492	$0	$343,961	$0	$0	$0
M'LISS MOORE
INVESTMENT DIRECTOR - FAD	$287,839	$0	$63,720	$0	$6,786	$0	$29,569	$0	$1,216	$0	$389,130	$0	$0	$0
SUSAN TODANI
AREA DEV. DIR. (THRU 10/15)	$178,836	$0	$28,718	$0	$179,521	$0	$20,137	$0	$17,091	$0	$424,303	$0	$0	$0
WILLIAM ZIOMEK
INVESTMENT DIRECTOR - FAD	$271,615	$0	$63,201	$0	$1,766	$0	$27,520	$0	$9,486	$0	$373,588	$0	$0	$0
MARSHA BOLSON
VP COMM REL/COMM (THRU 6/15)	$89,942	$0	$0	$0	$15,044	$0	$9,817	$0	$1,954	$0	$116,757	$0	$0	$0
JOY KONO THRU 415
INTERIM VP-ADMINISTRATION	$117,560	$0	$0	$0	$24,043	$0	$12,567	$0	$22,558	$0	$176,728	$0	$0	$0
DEE JAY MAILER
CEO - THROUGH 04/01/14	$0	$0	$0	$0	$350,000	$0	$715	$0	$0	$0	$350,715	$0	$0	$0
CHRISTOPHER PATING
VP-STRAT PLAN/IMPLT THRU 01/15	$14,133	$0	$0	$0	$186,085	$0	$19,812	$0	$1,679	$0	$221,709	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4A	FormAndLineReferenceDesc
Explanation	FORMER CHIEF EXECUTIVE OFFICER, DEE JAY MAILER, RECEIVED A FINAL INSTALLMENT PAYMENT OF $350,000 IN CALENDAR YEAR 2015 IN ACCORDANCE WITH HER RETENTION AND SEPARATION AGREEMENT. FORMER VICE PRESIDENT, CHRISTOPHER PATING, SEPARATED FROM SERVICE IN 2015 AND PURSUANT TO HIS SEPARATION AGREEMENT RECEIVED A PAYMENT OF $144,919 IN CALENDAR YEAR 2015. NINIA ALDRICH, ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES FOR THE YEAR, SEPARATED FROM SERVICE IN 2015 AND PURSUANT TO HER SEPARATION AGREEMENT RECEIVED A PAYMENT OF $166,137 IN CALENDAR YEAR 2015. SUSAN TODANI, ONE OF THE FIVE HIGHEST COMPENSATED EMPLOYEES FOR THE YEAR, SEPARATED FROM SERVICE IN 2015 AND PURSUANT TO HER SEPARATION AGREEMENT RECEIVED A PAYMENT OF $152,132 IN CALENDAR YEAR 2015.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JAMIE FONG
SEE PART V	$71,212	SEE PART V	false
KAINOA KEAWE
SEE PART V	$54,134	SEE PART V	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	FormAndLineReferenceDesc
Explanation	(A) NAME OF PERSON: JAMIE FONG (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: JAMIE FONG IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF RANDIE FONG, AN OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION $71,212. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: KAINOA KEAWE (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: KAINOA KEAWE IS AN EMPLOYEE OF THE ORGANIZATION AND IS A FAMILY MEMBER OF T. KA'EO DUARTE, AN OFFICER OF THE ORGANIZATION. (C) AMOUNT OF TRANSACTION $54,134. (D) DESCRIPTION OF TRANSACTION: COMPENSATION (E) SHARING OF ORGANIZATION REVENUES? = NO	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1:	DESCRIPTION OF ORGANIZATION MISSION: KAMEHAMEHA SCHOOLS' MISSION IS TO FULFILL PAUAHI'S DESIRE TO CREATE EDUCATIONAL OPPORTUNITIES IN PERPETUITY TO IMPROVE THE CAPABILITY AND WELL-BEING OF PEOPLE OF HAWAIIAN ANCESTRY.
FORM 990, PART III, LINE 4A:	AS OF JUNE 30, 2016, THE OVERALL FAIR VALUE OF KAMEHAMEHA SCHOOLS' ENDOWMENT WAS APPROXIMATELY $10.6 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, 2016, KAMEHAMEHA SCHOOLS SPENT APPROXIMATELY $342 MILLION ON EDUCATIONAL PROGRAMS AND EDUCATIONAL SUPPORT, WITH $88 MILLION SPENT ON COMMUNITY-FOCUSED PROGRAMS AND $199 MILLION SPENT ON CAMPUS-BASED PROGRAMS. FISCAL YEAR 2016 WAS THE FIRST YEAR OF KAMEHAMEHA SCHOOL'S STRATEGIC PLAN 2015-2020, THE FIRST OF A SERIES OF FIVE-YEAR PLANS OUTLINING HOW KAMEHAMEHA SCHOOLS WILL ACCOMPLISH ITS VISION 2040. VISION 2040 STATES "WITHIN A GENERATION OF 25 YEARS, WE SEE A THRIVING LAHUI, WHERE OUR LEARNERS ACHIEVE POSTSECONDARY EDUCATIONAL SUCCESS, ENABLING GOOD LIFE AND CAREER CHOICES. WE ALSO ENVISION THAT OUR LEARNERS WILL BE GROUNDED IN CHRISTIAN AND HAWAIIAN VALUES AND WILL BE LEADERS WHO CONTRIBUTE TO THEIR COMMUNITIES, BOTH LOCALLY AND GLOBALLY." EFFORTS DURING FISCAL YEAR 2016 FOCUSED ON DEEPENING CULTURAL VIBRANCY, BUILDING BETTER COMMUNITY RELATIONSHIPS AND FORGING STRONGER EDUCATIONAL PARTNERSHIPS FOR NATIVE HAWAIIAN LEARNING. IN ADDITION TO THE BELOW HIGHLIGHTS, OTHER ACCOMPLISHMENTS INCLUDE ADVANCED POST-HIGH PARTNERSHIPS WITH THE UNIVERSITY OF HAWAI'I, CHAMINADE UNIVERSITY AND ARIZONA STATE UNIVERSITY AND A STRENGTHENED REGIONAL APPROACH TO BETTER SUPPORT COMMUNITY EDUCATION AND WELL-BEING THROUGH KS AND PARTNERS PROGRAMS. COMMUNITY EDUCATION PROGRAMS: MORE THAN 14,000 LEARNERS SERVED THROUGH A VARIETY OF PROGRAMS TARGETING AGES 0 TO ADULT, INCLUDING HAWAIIAN CULTURE-BASED OUT-OF-SCHOOL TIME PROGRAMS, EDUCATOR SUPPORT AND LITERACY COACHING IN THE PUBLIC AND CHARTER SCHOOLS, AND COUNSELING SUPPORT SERVICES. SCHOLARSHIPS: KS DISBURSED OVER $29.2 MILLION IN SCHOLARSHIPS TO APPROXIMATELY 4,500 NATIVE HAWAIIAN LEARNERS, INCLUDING $12.9 MILLION IN PAUAHI KEIKI SCHOLARSHIPS TO 1,845 NON-KS PRESCHOOL STUDENTS, $3.3 MILLION IN KIPONA SCHOLARSHIPS TO 549 STUDENTS ATTENDING OTHER K-12 PRIVATE SCHOOLS, AND $12.6 MILLION IN POST-HIGH SCHOLARSHIPS TO 2,050 STUDENTS ATTENDING COLLEGE. COMMUNITY INVESTING: ANOTHER $20 MILLION WAS AWARDED THROUGH COMMUNITY INVESTMENT EFFORTS WITH 61 COMMUNITY ORGANIZATIONS STATEWIDE. CAMPUS PROGRAMS: AS A TRI-CAMPUS SYSTEM, KAMEHAMEHA SCHOOLS ENROLLED 5,431 STUDENTS (702 GRADUATED) AT ITS K-12 CAMPUSES AT KS KAPALAMA (3,199 ENROLLED, 446 GRADUATED), AT KS HAWAI'I (1,159 ENROLLED, 138 GRADUATED) AND AT KS MAUI (1,073 ENROLLED, 118 GRADUATED). PRESCHOOLS: SERVING OUR YOUNGEST KAMALI'I, KAMEHAMEHA SCHOOLS ENROLLED 1,595 STUDENTS AT 30 PRESCHOOL SITES STATEWIDE. FOR MORE, INCLUDING A COPY OF KAMEHAMEHA SCHOOLS' AUDITED "CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTAL SCHEDULES" FOR FISCAL YEAR 2016, PLEASE VISIT HTTP:/WWW.KSBE.EDU/ABOUT_US/PUBLICATIONS_AND_RESOURCES/ANNUAL_REPORTS/.
ATTACHMENT 1 CONTINUED: FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES	GREECE HONG KONG HUNGARY ICELAND INDIA INDONESIA IRELAND ITALY JAPAN KUWAIT MALAYSIA MEXICO NETHERLANDS NEW ZEALAND NIGERIA NORWAY OMAN PERU PHILIPPINES POLAND QATAR ROMANIA SINGAPORE SOUTH AFRICA SOUTH KOREA SRI LANKA SWEDEN SWITZERLAND TAIWAN THAILAND TURKEY UNITED ARAB EMIRATES UNITED KINGDOM
FORM 990, PART VI, LINE 2:	BISHOP HOLDINGS CORPORATION - JANEEN OLDS, CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - BISHOP HOLDINGS CORPORATION IS A SUBSIDIARY OF PARENT ORGANIZATION KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) KAMEHAMEHA INVESTMENT CORPORATION - JANEEN OLDS, CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - KAMEHAMEHA INVESTMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD) PAUAHI MANAGEMENT CORPORATION - JANEEN OLDS, CORBETT KALAMA, MICAH KANE, ROBERT NOBRIGA, LANCE WILHELM (BUSINESS RELATIONSHIP - PAUAHI MANAGEMENT CORPORATION IS A 2ND TIER SUBSIDIARY OF KAMEHAMEHA SCHOOLS AND THESE INDIVIDUALS SERVED ON THE BOARD)
FORM 990, PART VI, LINE 11B:	THE 5-STEP REVIEW PROCESS PRIOR TO THE RETURN BEING FILED CONSISTS OF THE FOLLOWING: (1) THE RETURN IS DRAFTED BY THE THIRD PARTY TAX RETURN PREPARER AND THEN REVIEWED BY TAX DEPARTMENT STAFF, STAFF FROM THE CONTROLLERS' DIVISION, AND THE ENDOWMENT GROUP; (2) THE RETURN IS REVIEWED BY THE VICE PRESIDENT OF LEGAL, THE EXECUTIVE VICE PRESIDENT OF FINANCE AND THE VICE PRESIDENT OF COMMUNICATIONS; (3) THE RETURN IS PROVIDED TO THE CEO FOR REVIEW; (4) A MEETING IS ARRANGED WITH THE CEO, REPRESENTATIVES FROM THE TAX DEPARTMENT AND THE THIRD PARTY TAX RETURN PREPARER TO REVIEW THE RETURN IN MORE DETAIL WITH THE CEO; (5) THE TAX DEPARTMENT, THE TAX RETURN PREPARER, AND THE CEO REVIEW THE RETURN IN DETAIL WITH THE TRUSTEES, WHO GIVE FINAL APPROVAL TO FILE THE RETURN.
FORM 990, PART VI, LINE 12C:	COMPLIANCE IS ACCOMPLISHED AS FOLLOWS: ACTION REQUIRING APPROVAL BY THE CEO OR TRUSTEES MUST BE SUBMITTED VIA AN INTERNAL FORM, REQUEST FOR ACTION ("RFA"), THAT INCLUDES A SECTION ON CONFLICT OF INTEREST REVIEW, WHICH IS CONDUCTED BY THE LEGAL DEPARTMENT AND ANY CONFLICTS ARE DISCLOSED ON THE RFA. A PERSON WITH A CONFLICT MAY NOT PARTICIPATE IN THE DECISION OR INVOLVEMENT IN THE MATTER. IN ORDER TO DO A CONFLICT CHECK, EACH YEAR THE LEGAL GROUP SENDS OUT A REQUEST TO THE TRUSTEES AND MEMBERS OF EXECUTIVE MANAGEMENT TO COMPLETE AN ANNUAL DISCLOSURE FORM IN WHICH THEY DISCLOSE THEIR FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THEY ARE SHAREHOLDERS (OTHER THAN PUBLICLY TRADED COMPANIES) OR WHERE THEY SERVE AS AN OFFICER OR DIRECTOR. INDIVIDUALS ARE REQUIRED TO REPORT ANY CHANGES TO THEIR ANNUAL DISCLOSURE DURING THE YEAR TO LEGAL. THE LEGAL GROUP THEN MAINTAINS A DATABASE OF THE DISCLOSURES FOR USE IN DETERMINING WHETHER AN INDIVIDUAL HAS A CONFLICT IN A DECISION BEFORE HIM OR HER. FOR DECISIONS DELEGATED TO VICE PRESIDENTS OR STAFF BELOW A VICE PRESIDENT, THE RFA REQUIRES DISCLOSURE OF THIRD PARTIES INVOLVED IN THE MATTER TO BE APPROVED AND THE REQUESTOR MUST THEN CONDUCT A CONFLICT CHECK AND NOTE WHETHER THERE IS ANY CONFLICT. THOSE WHO HAVE A CONFLICT MAY NOT APPROVE THE TRANSACTION.
FORM 990, PART VI, LINES 15A & 15B:	THE CEO'S COMPENSATION IS APPROVED EACH YEAR BY THE BOARD OF TRUSTEES. AS PART OF THE APPROVAL PROCESS, THE HUMAN RESOURCE DIVISION OF KS PREPARES AN INTERNAL DOCUMENT (A REQUEST FOR APPROVAL, THE "RFA") FOR THE TRUSTEE'S APPROVAL. THE RFA INCLUDES A CURRENT COMPENSATION REPORT WITH BENCHMARKS AND COMPARABILITY DATA PREPARED BY AN INDEPENDENT EXPERT, UNLESS THE REQUESTED COMPENSATION IS WITHIN THE COMPARABILITY INFORMATION PROVIDED BY THE EXPERT FROM THE PREVIOUS YEAR. THE RFA ALSO INCLUDES JUSTIFICATION FOR THE RECOMMENDED COMPENSATION. THE TRUSTEES THEN REVIEWS THE RFA, DELIBERATE AND MAKES A DECISION. THE MINUTES OF THE TRUSTEES' MEETING AND DECISIONS ARE RETAINED. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED IN THE SAME MANNER AS ABOVE FOR THE CEO.
FORM 990, PART VI, LINE 19:	EACH YEAR THE TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP DBA KAMEHAMEHA SCHOOLS MUST SUBMIT THEIR ACCOUNT FOR THE YEAR TO THE PROBATE COURT IN HONOLULU, HAWAII FOR APPROVAL. AS PART OF THAT PROCESS, THE GOVERNING DOCUMENT (THE WILL AND CODICILS) AND THE AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE AND CAN ALSO BE PROVIDED UPON REQUEST.
FORM 990, PART VII, LINE 1A, COLUMN B:	THE ACTUAL NUMBER OF HOURS PER WEEK DEVOTED TO POSITION RANGES FROM 40 TO 60 HOURS FOR OFFICERS, DIRECTORS, AND KEY EMPLOYEES AND 20 TO 40 HOURS FOR TRUSTEES.
FORM 990, PART XI, LINE 9:	EQUITY IN EARNINGS OF SUBSIDIARIES (872,816) CUM. EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES (71,050,700) ---------- TOTAL OTHER CHANGES IN NET ASSETS (71,923,516)
FORM 990, PART XII, LINE 2B AND PART IV, LINE 12:	THE INDEPENDENTLY AUDITED FINANCIAL STATEMENTS OF KAMEHAMEHA SCHOOLS ARE CONSOLIDATED WITH THOSE OF ITS WHOLLY-OWNED SUBSIDIARIES (E.G. BISHOP HOLDINGS CORPORATION, ETC.) AND THEREFORE NOT ISSUED ON A SEPARATE BASIS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
P&C INSURANCE COMPANY LLC
PO BOX 3466	HONOLULU	HI	96801	990315757	INSURANCE	HI	$398,936	$13,870,576	KAMEHAMEHA S
KALOKO'ELI PROPERTIES LLC
PO BOX 3466	HONOLULU	HI	96801	475464058	REAL ESTATE	HI	$0	$19,319,188	KAMEHAMEHA S

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
KE ALI'I PAUAHI FOUNDATION
PO BOX 3466	HONOLULU	HI	96801	943263044	FUNDRAISING	HI	501(C)(3)	11, I	KAMEHAMEHA S	Yes (true)
CHARLES R BISHOP TRUST
PO BOX 3466	HONOLULU	HI	96801	996005262	SUPPORT OTHER	HI	501(C)(3)	11D, III-O	KAMEHAMEHA S	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	UBI Code VUBICodeVAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
SINO FINANCE GROUP
PO BOX 3466	HONOLULU	HI	96801	990324938	INTL. BUS. IN	DE	KAMEHAMEHA SCH	INVESTMENT	$3,562,703	$8,209,913	false	false	0.90480
BISHOP FINANC LTD
PO BOX 3466	HONOLULU	HI	96801	980535589	HOLDING COMPANY		KAMEHAMEHA SCH	UNRELATED	$0	$2,874,521	false	false	0.99990	CJ
KAYNE KS CRDT FD LP
1800 AVE OF THE STARS	LA	CA	90067	352507517	INVESTMENTS	DE	KAMEHAMEHA SCH	INVESTMENT	$3,837,431	$45,470,176	false	false	0.99370
CRESCENTKS PTNRSHP
PO BOX 3466	HONOLULU	HI	96801	464668874	INVESTMENTS	DE	KAMEHAMEHA SCH	INVESTMENT	$4,389,988	$68,587,000	false	false	0.99990
KURAMO AFRC OPP FD
500 5TH AVE	NY	NY	10110	452495612	INVESTMENTS	DE	KAMEHAMEHA SCH	INVESTMENT	$268,190	$10,898,131	false	false	0.83660		$2,800
ORION MINE FIN I-A
				465243062	INVESTMENTS	DE	KAMEHAMEHA SCH	INVESTMENTS	$119,759	$11,657,657	false	false	0.57690		$556	69 PITTS BAY RD	PEMBROKE	BD	HM 08
GE HAWAII BK A2 HLD
1477 NW EVERETT ST	PORTLAND	OR	97209	811329814	REAL ESTATE	DE	KAMEHAMEHA SCH	EXCLUDED	$0	$0	false	false	0.80110

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
BISHOP HOLDINGS CORPORATION
78-6740 MAKOLEA STREET	KAILUAKONA	HI	96740	990335777	HOLDING COMPANY	HI	KAMEHAMEHA SCH	C CORP	-$508,946	$32,444,826	1.00000	Yes (true)
PAUAHI MANAGEMENT CORPORATION
PO BOX 3466	HONOLULU	HI	96801	990335778	PROPERTY MGT.	HI	BISHOP HOLDINGS	C CORP				Yes (true)
KAMEHAMEHA INVESTMENT CORPORATION
78-6831 ALII DRIVE SUITE 235	KAILUAKONA	HI	96740	990115292	RE DEVLOP/INV	HI	BISHOP HOLDINGS	C CORP				Yes (true)
KBH INC
PO BOX 3466	HONOLULU	HI	96801	990334862	RE ASSET MGT.	HI	PAUAHI MGT CORP	C CORP				Yes (true)
KEAUHOU COMMUNITY SERVICE INC
PO BOX 5685	KAILUAKONA	HI	96745	990291186	WASTEWATER TR	HI	KAMEHAMEHA INV	C CORP				Yes (true)
KAUPULEHU FOUNDATION
PO BOX 5685	KAILUAKONA	HI	96745	462780038	LAND MANAGEMENT	HI	KAMEHAMEHA SCH	C CORP	$18,244	$158,368	1.00000	Yes (true)
ACADIAN EMERG MKTS SMALL-CAP LONG-SHORT
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	$5,229	$19,837,366	1.00000	Yes (true)	George Town	KY1-1104	Grand Cayman	CJ	CJ
KS SLJ CURRENCY FUND
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	-$4,359,618	$71,382,063	1.00000	Yes (true)	George Town	KY1-1104	Grand Cayman	CJ	CJ
KS CAPSTONE FUND LTD
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	$733,576	$53,883,786	1.00000	Yes (true)	GEORGE TOWN	KY1-1108	GRAND CAYMAN	CJ	CJ
KAIAULU'O KAKA'AKO OWNERS ASSOC INC
PO BOX 3466	HONOLULU	HI	96801	472928115	OWNER ASSOCIATION	HI	KAMEHAMEHA SCH	C CORP	$0	$0	1.00000	Yes (true)
WESTERN ASSET MACRO OPPORTUNITIES DIRECT
					INVESTMENTS		KAMEHAMEHA SCH	C CORP	-$233,350	$40,574,702	0.11300	false	GEORGE TOWN	KY1-9005	GRAND CAYMAN	CJ	CJ

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	Yes (true)	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAMEHAMEHA INVESTMENT CORPORATION
A	$20,484	BOOK VALUE
KE ALI'I PAUAHI FOUNDATION
B	$1,087,774	BOOK VALUE
CHARLES R BISHOP TRUST
L	$67,000	BOOK VALUE
KAMEHAMEHA INVESTMENT CORPORATION
L	$206,436	BOOK VALUE
KEAUHOU COMMUNITY SERVICE INC
M	$173,037	BOOK VALUE
KAYNE KS CREDIT FUND LP
B	$20,000,000	BOOK VALUE
CRESCENTKS PARTNERSHIP LP
B	$3,306,287	BOOK VALUE
KS CAPSTONE FUND LTD
B	$20,000,000	BOOK VALUE
KURAMO AFRICA OPPORTUNITY FUND LP
B	$2,167,145	BOOK VALUE
ORION MINE FINANCE (DELAWARE) FUND I-A LP
B	$9,555,813	BOOK VALUE
GE HAWAII BLOCK A2 HOLDING LLC
B	$12,996,100	BOOK VALUE
GE HAWAII BLOCK A2 HOLDING LLC
G	$5,500,000	BOOK VALUE