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Charles R Bishop Trust

Honolulu, HI501(c)(3)Since 1895EIN 99-6005262Revenue $911K in FY2025

On file with the IRScharlesreedbishop.orgPo Box 3466, 96801-3466 · Honolulu, HITax-exempt since May 1973Supporting organization — 509(a)(3)

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The Trust is operated primarily for the benefit of charitable, religious, scientific, and educational organizations.

84¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $53K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 13.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$26K
0.1% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$911K
+24% vs prior year
Spent
$625K
To programs
84%
Net assets
$17.5M
By yearFY2021–FY2025
Revenue
$911K
FY2025▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2021$597K
FY2022$511K
FY2023$464K
FY2024$737K
FY2025$911K
Expenses
$625K
FY2025▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2021$592K
FY2022$593K
FY2023$594K
FY2024$554K
FY2025$625K
Net assets
$17.5M
FY2025▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2021$16.4M
FY2022$13.8M
FY2023$14.7M
FY2024$16.1M
FY2025$17.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $522K Management & general 16% · $103K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Robert Nobriga
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Charles R Bishop Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds other charities to support education and community development.

Questions for Charles R Bishop Trust

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Provided by the organization

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1 program · $522K · in their own filed words · FY2024
01

Contributions to supported charitable organizations in accordance with the terms of its trust instrument.

$522Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 10 grants · $2.6M · 2020–2024
Bishop MuseumHI · FY2024$515,000
Mid-Pacific InstituteHI · FY2024$5,500
Bishop MuseumHI · FY2023$465,000
Mid-Pacific InstituteHI · FY2023$5,500
Bishop MuseumHI · FY2022$515,000
Mid-Pacific InstituteHI · FY2022$5,500
Bishop MuseumHI · FY2021$515,000
Mid-Pacific InstituteHI · FY2021$5,500
Bishop MuseumHI · FY2020$515,000
Mid-Pacific InstituteHI · FY2020$5,500

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$911K
Ln 12
Investment incomeLn 3$911K
Money outPt IX
$625K
Ln 25
Programscol B$522K
Managementcol C$103K
Owns and owesPt X
$17.5M
net assets · Ln 32
Cash and savingsLn 1–2$714K
Total assetsLn 16$17.5M
LiabilitiesLn 26$26K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$911K
Gains on assetsLn 7$483K
Total revenueLn 12$911K
Assets in detailPt X, end of year
CashLn 1$714K
Cash and savings togetherLn 1–2$714K
InvestmentsLn 11–13$16.8M
Total assetsLn 16$17.5M
LiabilitiesLn 26$26K
Net assetsLn 32$17.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$712K$714K
InvestmentsLn 11–13$15.4M$16.8M
Total assetsLn 16$16.1M$17.5M
LiabilitiesLn 26$9K$26K
Net assetsLn 32$16.1M$17.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$522K$522K
Management feesLn 11a$24K$24K
Legal feesLn 11b$33K$33K
Accounting feesLn 11c$18K$18K
Investment management feesLn 11f$19K$19K
Other expenses (24a–d)Ln 24$8K$8K
Total functional expensesLn 25$625K$522K$103K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $911K$625K$286K$17.5M 990 PDF
FY2024 $737K$554K$184K$16.1M 990 PDF
FY2023 $464K$594K−$130K$14.7M 990 PDF
FY2022 $511K$593K−$81K$13.8M 990 PDF
FY2021 $597K$592K$5K$16.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $911,426 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $737,188$911,426
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $737,188$911,426
I-13 Grants and similar amounts paidPrior year $472,000$522,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $81,515$102,988
I-18 Total expensesPrior year $553,515$624,988
I-19 Revenue less expensesPrior year $183,673$286,438
Part VI · Governance 4 of 5 board members independent, 5 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $911,426 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $428,494$428,494
VIII-7 Net gain or loss on sales of assetsExcluded from tax $482,932$482,932
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $911,426$911,426
Part IX · Statement of functional expenses $624,988 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $522,000$522,000
IX-11a Management feesManagement $24,000$24,000
IX-11b Legal feesManagement $33,022$33,022
IX-11c Accounting feesManagement $18,377$18,377
IX-11f Investment management feesManagement $19,276$19,276
IX-24 Other expenses (24a–d)Management $8,313$8,313
IX-25 Total functional expensesPrograms $522,000 · Management $102,988 · Fundraising $0$624,988
Part X · Balance sheet $17,533,351 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $711,795$713,620
X-12 Other securitiesStart of year $15,362,295$16,819,731
X-16 Total assetsStart of year $16,074,090$17,533,351
X-17 Accounts payable and accrued expensesStart of year $8,525$26,062
X-26 Total liabilitiesStart of year $8,525$26,062
X-27 Net assets without donor restrictionsStart of year $16,065,565$17,507,289
X-32 Total net assets or fund balancesStart of year $16,065,565$17,507,289
X-33 Total liabilities and net assetsStart of year $16,074,090$17,533,351
Part XI · Reconciliation of net assets $17,507,289 net assets at year end
XI-1 Total revenue$911,426
XI-2 Total expenses$624,988
XI-3 Revenue less expenses$286,438
XI-4 Net assets at start of year$16,065,565
XI-5 Net unrealized gains (losses) on investments$1,155,286
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,507,289

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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