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← JOHN T WATERHOUSE TRUST ESTATE II BISHOP MUSEUM 20582004 010985

Form 990 for tax year 2023

Filed by JOHN T WATERHOUSE TRUST ESTATE II BISHOP MUSEUM 20582004 010985.

Totals

Total revenue
$652,063
Total expenses
$1,124,204
Contributions and grants received
$0
Grants paid
$886,899
Program service revenue
$0
Investment income
$652,063
Other revenue
$0
Total assets, end of year
$15,564,213
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,564,213
Program services expenses (Part IX)
$942,399
Management and general expenses
$181,805
Fundraising expenses
$0
Program service expenses (Part III)
$941,986

Program services were 83.8% 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 $415,012 · excluded $415,012

  • 7a · Gross sales of assets other than inventory

    securities $2,497,832

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

    securities $2,260,781

  • 7c · Gain or loss

    securities $237,051

  • 7d · Net gain or loss

    total $237,051 · related or exempt $237,051

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $886,899 · program services $886,899

  • 5 · Compensation of officers, directors and key employees

    total $229,065 · program services $55,087 · management and general $173,978

  • 11c · Fees: accounting

    total $1,650 · program services $413 · management and general $1,237

  • 11g · Fees: other

    total $6,590 · management and general $6,590

  • 24a · Other expenses: FOREIGN TAX PAID

  • 24b · Other expenses: ADR FEES

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $323,151 · end of year $753,557

  • 11 · Investments: publicly traded securities

    beginning of year $15,676,636 · end of year $14,810,656

  • 29 · Capital stock, trust principal or current funds

    beginning of year $15,999,787

  • 31 · Retained earnings, endowment or other funds

    end of year $15,564,213

Mission and programs · 2023

Mission

PROVIDE FINANCIAL SUPPORT TO BISHOP MUSEUM

  • GENERAL SUPPORT BISHOP MUSEUM

    Expenses $941,986 · Grants $886,899

As filed on the 2023 return.

Listed in Part VII

  • Alexander C Waterhouse Jr

    CO-TRUSTEE

    Total calculated
    $55,087
    From this org
    $55,087
    From related orgs
    $0
    Other
    $0

  • Anton Krucky

    CO-TRUSTEE

    Total calculated
    $0

  • First Hawaiian Bank

    CO-TRUSTEE

    Total calculated
    $173,978
    From this org
    $173,978
    From related orgs
    $0
    Other
    $0

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2024
IRS schema version
2023v5.0
Source object
202411279349303611

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