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Nonprofiteer
← CHARLES R BISHOP TRUST

Form 990 for tax year 2022

Filed by CHARLES R BISHOP TRUST.

Totals

Total revenue
$463,971
Total expenses
$593,924
Contributions and grants received
$0
Grants paid
$522,000
Program service revenue
$0
Investment income
$463,971
Other revenue
$0
Total assets, end of year
$14,698,117
Total liabilities, end of year
$12,111
Net assets or fund balances, end of year
$14,686,006
Program services expenses (Part IX)
$522,000
Management and general expenses
$71,924
Fundraising expenses
$0
Program service expenses (Part III)
$522,000

Program services were 87.9% 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 $298,653 · excluded $298,653

  • 7a · Gross sales of assets other than inventory

    securities $1,982,394

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

    securities $1,817,076

  • 7c · Gain or loss

    securities $165,318

  • 7d · Net gain or loss

    total $165,318 · excluded $165,318

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $522,000 · program services $522,000

  • 11a · Fees: management

    total $22,000 · management and general $22,000

  • 11b · Fees: legal

    total $11,377 · management and general $11,377

  • 11c · Fees: accounting

    total $14,188 · management and general $14,188

  • 11f · Fees: investment management

    total $16,106 · management and general $16,106

  • 24a · Other expenses: BOND INSURANCE PREMIUMS

    total $8,253 · management and general $8,253

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $801,464 · end of year $661,411

  • 2 · Savings and temporary cash investments

    beginning of year $47,704 · end of year $0

  • 12 · Investments: other securities

    beginning of year $13,038,935 · end of year $14,036,706

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,345 · end of year $12,111

  • 21 · Escrow or custodial account liability

    beginning of year $47,704

  • 27 · Net assets without donor restrictions

    beginning of year $13,816,054 · end of year $14,686,006

Mission and programs · 2022

Mission

THE TRUST IS OPERATED PRIMARILY FOR THE BENEFIT OF CHARITABLE, RELIGIOUS, SCIENTIFIC, AND EDUCATIONAL ORGANIZATIONS.

Activities or mission (Part I)

SEE PART III, LINE 1

  • CONTRIBUTIONS TO SUPPORTED CHARITABLE ORGANIZATIONS IN ACCORDANCE WITH THE TERMS OF ITS TRUST INSTRUMENT.

    Expenses $522,000 · Grants $522,000

As filed on the 2022 return.

Listed in Part VII

  • Lance Wilhelm

    TRUSTEE

    Total calculated
    $188,451
    From this org
    $0
    From related orgs
    $188,451
    Other
    $0
    Hours/week
    1 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,451 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,451 related

  • Elliot Mills

    TRUSTEE

    Total calculated
    $985,658
    From this org
    $0
    From related orgs
    $985,658
    Other
    $0
    Hours/week
    1 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $90,745 related
    Bonus
    $0
    Other
    $0 + $894,913 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $985,658 related

  • Robert Nobriga

    TRUSTEE

    Total calculated
    $229,953
    From this org
    $0
    From related orgs
    $229,953
    Other
    $0
    Hours/week
    1 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,953 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $229,953 related

  • Crystal Rose

    TRUSTEE

    Total calculated
    $183,451
    From this org
    $0
    From related orgs
    $183,451
    Other
    $0
    Hours/week
    1 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,451 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $183,451 related

  • Jennifer Goodyear-Kaopua

    TRUSTEE

    Total calculated
    $140,475
    From this org
    $0
    From related orgs
    $140,475
    Other
    $0
    Hours/week
    1 + 11 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BISHOP HOLDINGS CORPORATION

    C · HOLDING COMPANY · HI

  • PAUAHI MANAGEMENT CORPORATION

    C · COMM'L PROP DEVELOP · HI

  • KBH INC

    C · PROPERTY MANAGEMENT · HI

  • KAMEHEMEHA INVESTMENT CORPORATION

    C · LEASING · HI

  • KEAUHOU COMMUNITY SERVICES INC

    C · WASTEWATER SEWAGE · HI

Provenance

Return type
form_990
Tax year
2022
Filed
2 April 2024
IRS schema version
2022v5.0
Source object
202411369349309561

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