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Nonprofiteer
← C N WODEHOUSE FACULTY BENEFIT TRUST AT PUNAHOU SCHOOL

Form 990 for tax year 2024

Filed by C N WODEHOUSE FACULTY BENEFIT TRUST AT PUNAHOU SCHOOL.

Totals

Total revenue
$2,593,145
Total expenses
$1,081,898
Contributions and grants received
$0
Grants paid
$907,742
Program service revenue
$0
Investment income
$2,593,133
Other revenue
$12
Total assets, end of year
$17,093,122
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$17,093,122
Program services expenses (Part IX)
$907,742
Management and general expenses
$174,156
Fundraising expenses
$0
Program service expenses (Part III)
$907,742

Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $531,428 · excluded $531,428

  • 7a · Gross sales of assets other than inventory

    securities $12,143,139

  • 7b · Less cost or other basis and sales expenses

    securities $10,081,434

  • 7c · Gain or loss

    securities $2,061,705

  • 7d · Net gain or loss

    total $2,061,705 · excluded $2,061,705

  • 11d · All other revenue

    total $12 · excluded $12

  • 11e · Other revenue, total

    $12

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $907,742 · program services $907,742

  • 5 · Compensation of officers, directors and key employees

    total $116,362 · management and general $116,362

  • 11c · Fees: accounting

    total $1,600 · management and general $1,600

  • 11f · Fees: investment management

    total $45,522 · management and general $45,522

  • 24e · All other expenses

    total $10,672 · management and general $10,672

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $28,786 · end of year $18,656

  • 2 · Savings and temporary cash investments

    beginning of year $166,709 · end of year $212,427

  • 11 · Investments: publicly traded securities

    beginning of year $15,386,720 · end of year $16,862,039

  • 31 · Retained earnings, endowment or other funds

    beginning of year $15,582,215 · end of year $17,093,122

Mission and programs · 2024

Mission

TO PROVIDE SUPPORT FOR THE CHARITABLE AND EDUCATIONAL PURPOSES AND PROGRAMS OF THE PUNAHOU SCHOOL.

  • TO PROVIDE SUPPORT FOR THE CHARITABLE AND EDUCATIONAL PURPOSES AND PROGRAMS OF THE PUNAHOU SCHOOL.

    Expenses $907,742 · Grants $907,742

As filed on the 2024 return.

Listed in Part VII

  • Bank Of Hawaii

    TRUSTEE

    Total calculated
    $116,362
    From this org
    $116,362
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • PUNAHOU SCHOOL

    170(B)(1)(A) · EDUCATIONAL INSTITUTION · HI

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
1 December 2025
IRS schema version
2024v5.2
Source object
202543449349300844

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