Civic Intelligence

John T Waterhouse Te Co-Tr Punahou

EIN 99-6048709 • 501(c)3 • Honolulu, HI

Profile

Provide financial support for punahou school

C/O Fhb PO Box 3708Honolulu, HI 96811

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$188,496

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

64th percentile

9.0%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

246%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$17,573,965

Up $1,445,675 (+9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,573,965

Up $1,445,675 (+9.0%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin91st percentile

Revenue

Up

$2,606,176

Up $1,852,666 (+246%) from 2023

Expenses

Up

$1,157,462

Up $8,795 (+0.8%) from 2023

Net Income

Up

$1,448,714

Up $1,843,871 (+467%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $16,824,508Liabilities 2011: $0Net Assets 2011: $16,824,5082011Assets 2012: $16,368,666Liabilities 2012: $0Net Assets 2012: $16,368,6662012Assets 2013: $16,743,508Liabilities 2013: $0Net Assets 2013: $16,743,5082013Assets 2014: $16,813,193Liabilities 2014: $0Net Assets 2014: $16,813,1932014Assets 2015: $16,645,150Liabilities 2015: $0Net Assets 2015: $16,645,1502015Assets 2016: $16,390,037Liabilities 2016: $0Net Assets 2016: $16,390,0372016Assets 2017: $19,253,397Liabilities 2017: $0Net Assets 2017: $19,253,3972017Assets 2018: $18,793,173Liabilities 2018: $0Net Assets 2018: $18,793,1732018Assets 2019: $18,503,985Liabilities 2019: $0Net Assets 2019: $18,503,9852019Assets 2020: $17,676,153Liabilities 2020: $0Net Assets 2020: $17,676,1532020Assets 2021: $17,159,065Liabilities 2021: $0Net Assets 2021: $17,159,0652021Assets 2022: $16,504,316Liabilities 2022: $0Net Assets 2022: $16,504,3162022Assets 2023: $16,128,290Liabilities 2023: $0Net Assets 2023: $16,128,2902023Assets 2024: $17,573,965Liabilities 2024: $0Net Assets 2024: $17,573,9652024

Highlighted filing

2024

Assets$17,573,965
Liabilities$0
Net Assets$17,573,965
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,708,483Expenses 2011: $883,970Net Income 2011: $824,5132011Revenue 2012: $628,524Expenses 2012: $1,093,395Net Income 2012: -$464,8712012Revenue 2013: $1,434,741Expenses 2013: $1,119,192Net Income 2013: $315,5492013Revenue 2014: $1,129,193Expenses 2014: $1,070,018Net Income 2014: $59,1752014Revenue 2015: $882,653Expenses 2015: $1,055,132Net Income 2015: -$172,4792015Revenue 2016: $790,757Expenses 2016: $1,048,742Net Income 2016: -$257,9852016Revenue 2017: $3,915,932Expenses 2017: $1,042,770Net Income 2017: $2,873,1622017Revenue 2018: $590,275Expenses 2018: $1,051,060Net Income 2018: -$460,7852018Revenue 2019: $743,457Expenses 2019: $1,044,019Net Income 2019: -$300,5622019Revenue 2020: $239,262Expenses 2020: $1,068,370Net Income 2020: -$829,1082020Revenue 2021: $633,536Expenses 2021: $1,131,019Net Income 2021: -$497,4832021Revenue 2022: $525,011Expenses 2022: $1,182,215Net Income 2022: -$657,2042022Revenue 2023: $753,510Expenses 2023: $1,148,667Net Income 2023: -$395,1572023Revenue 2024: $2,606,176Expenses 2024: $1,157,462Net Income 2024: $1,448,7142024

Highlighted filing

2024

Revenue$2,606,176
Expenses$1,157,462
Net Income$1,448,714
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,573,965
Liabilities
$0
Net assets
$17,573,965
Revenue
$2,606,176
Expenses
$1,157,462
Net income
$1,448,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.61$1.16$1.45
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.75$1.15$0.40
2022Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.53$1.18$0.66
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.63$1.13$0.50
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.24$1.07$0.83
2019Summary only. Only limited summary data is available for this year.$18.5$0.00$18.5$0.74$1.04$0.30
2018Summary only. Only limited summary data is available for this year.$18.8$0.00$18.8$0.59$1.05$0.46
2017Summary only. Only limited summary data is available for this year.$19.3$0.00$19.3$3.92$1.04$2.87
2016Summary only. Only limited summary data is available for this year.$16.4$0.00$16.4$0.79$1.05$0.26
2015Summary only. Only limited summary data is available for this year.$16.6$0.00$16.6$0.88$1.06$0.17
2014Summary only. Only limited summary data is available for this year.$16.8$0.00$16.8$1.13$1.07$0.06
2013Summary only. Only limited summary data is available for this year.$16.7$0.00$16.7$1.43$1.12$0.32
2012Summary only. Only limited summary data is available for this year.$16.4$0.00$16.4$0.63$1.09$0.46
2011Summary only. Only limited summary data is available for this year.$16.8$0.00$16.8$1.71$0.88$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$11,164,884
Mission and Program Overview

Mission

Provide financial support for punahou school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,128,290$17,573,965▲ $1,445,675
Investments in Publicly Traded Securities$15,301,549$17,172,495▲ $1,870,946
Savings and Temporary Cash Investments$826,741$401,470▼ $425,271
Total Assets$16,128,290$17,573,965▲ $1,445,675
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,128,290$17,573,965▲ $1,445,675
Total Liabilities and Net Assets / Fund Balance$16,128,290$17,573,965▲ $1,445,675
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Co-trustee$188,496$188,496
Alexander C Waterhouse JrCo-trustee$62,832$62,832

Board Members and Trustees

NameTitle
Ethan AbbottCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,606,176
Other Revenue
$0
Change in Net Assets
$1,448,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$895,680
Salaries, Compensation, and Employee Benefits$251,328
Other Expenses$10,454
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$895,680--$895,680
Current Officers, Directors, Trustees, and Key Employees$62,832$188,496-$251,328
Fees for Services Other-$8,804-$8,804
Fees for Services Accounting$413$1,237-$1,650
Total Functional Expenses$958,925$198,537$0$1,157,462
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Punahou SchoolHonolulu, HI501(c)(3)General Operational Support$895,680
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copies are provided to the organization for review and approval after filing with the IRS.”

Form 990, Page 6, Part VI, Line 18

“Governing documents are available upon request”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request”

Filing and Contact Details

Filer

Filer Name
John T Waterhouse Te Co-tr Punahou
EIN
99-6048709
Phone
8085258119
Address
C/O FHB PO BOX 3708, HONOLULU, HI 96811

Signing Officer

Name
Johnnel Nakamura
Title
Vice President
Phone
8085258119
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander C Waterhouse Jr
Formed
1984
Legal Domicile
Hi
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

FORM 990, PAGE 4, PART V, LINE 1C:

“No backup withholding was required for any payments to vendors. The organization is not involved in any gaming activities.”

FORM 990, PAGE 5, PART V, LINE 7G:

“No contributions of intellectual property were received by the organization. No reporting forms required.”

FORM 990, PAGE 5, PART V, LINE 7H:

“No contributions of cars, boats, planes or other vehicles were received by the organization. No reporting forms required.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund income timing difference; prior year return of capital adjustment; asset basis adjustments; accrued interest adjustment; total adjustment of $3,039.”

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0251328
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0895680
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0961126
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IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01237
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0413
IRS990/FeesForServicesAccountingGrp/TotalAmt01650
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08804
IRS990/FeesForServicesOtherGrp/TotalAmt08804
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1ETHAN ABBOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt062832
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01973365
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0895680
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0895680
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0895680
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010532073
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt0632811
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015301549
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08558708
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt016128290
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3039
IRS990/OtherExpensesGrp/Desc0ADR FEES
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A CO-TRUSTEE WHO IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF THE SUP PORTED CHARITY, HAS SIGNIFICANT INFLUENCE IN THE TIMING AND AMOUNT OF DISTRIBUTIONS AS WELL AS THE GENERAL FUNCTIONS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE AMOUNT OF SUPPORT DISTRIBUTED BY THE JOHN T WATERHOUSE T/E COTR PUNAHOU IS SUFFICIENT TO ENSURE PUNAHOU'S ATTENTIVENESS. THE TRUST HAS BEEN IN EXISTENCE FOR 36 YEARS, SINCE 1984, DISTRIBUTING SIGNIFICANT PERCENTAGES TO PUNAHOU QUARTERLY. DURING THE LAST 10 YEARS, THE AMOUNTS HAVE RANGED FROM 4% TO 5% OF FAIR VALUE ANNUALLY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUST RECEIVES REQUESTS FROM PUNAHOU WHICH INDICATE THE SCHOOL'S R ELIANCE ON THE TRUST'S DISTRIBUTIONS. THE CHAIRMAN OF THE BOARD OF PU NAHOU IS A NAMED CO-TRUSTEE OF THE TRUST, AND THROUGH THE YEARS THE PE RSON OCCUPYING THIS OFFICE HAS PARTICIPATED IN CRITICAL INVESTMENT AND DISTRIBUTION DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, FORM 990, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, FORM 990, PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, FORM 990, PART V, SECTION D, LINE 8 (CONTINUED)
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt021952170
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt020746948
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0586887
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0826741
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt021365283
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt019920207
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0329283
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0311204
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt021622887
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt020435744
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0756801
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0715251
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt021952170
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt020746948
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0756801
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0715251
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0990073523
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0895680
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PUNAHOU SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0895680
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0895680
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PUNAHOU SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN JILL M KAWANO
IRS990ScheduleI/RecipientTable/RecipientEIN0990073523
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01601 PUNAHOU STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0HI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096822
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE FOR THE SUPPORT OF PUNAHOU SCHOOL. THE FOUNDATION HAS DIRECT BOARD INVOLVEMENT IN THE MANAGEMENT OF THE RECIPIENT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No backup withholding was required for any payments to vendors. The organization is not involved in any gaming activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No contributions of intellectual property were received by the organization. No reporting forms required.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No contributions of cars, boats, planes or other vehicles were received by the organization. No reporting forms required.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies are provided to the organization for review and approval after filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND INCOME TIMING DIFFERENCE; PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT; ASSET BASIS ADJUSTMENTS; ACCRUED INTEREST ADJUSTMENT; TOTAL ADJUSTMENT OF $3,039.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 4, PART V, LINE 1c:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 5, PART V, LINE 7g:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 7h:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PUNAHOU SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0990073523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01601 PUNAHOU STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096822
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0895680
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PUNAHOU SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0HI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016128290
IRS990/TotalAssetsEOYAmt017573965
IRS990/TotalAssetsGrp/BOYAmt016128290
IRS990/TotalAssetsGrp/EOYAmt017573965
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0198537
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0958925
IRS990/TotalFunctionalExpensesGrp/TotalAmt01157462
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016128290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017573965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0961126
IRS990/TotalReportableCompFromOrgAmt0251328
IRS990/TotalRevenueGrp/ExclusionAmt0632811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01973365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02606176
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016128290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017573965
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O FHB PO BOX 3708
IRS990/USAddress/CityNm0HONOLULU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096811
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNNEL NAKAMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08085258119
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN T WATERHOUSE TE CO-TR PUNAHOU
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0996048709
ReturnHeader/Filer/PhoneNum08085258119

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