Nonprofit · EIN 99-6086871
WATERHOUSE CHARITABLE TR
Also known as WONG EDWIN S N ET AL TTEE
Tax-exempt · HONOLULU, HI 96813
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $708,755 | $4,005,622 | -$3,296,867 | $39,591,666 | $0 | $39,591,666 |
| June 30, 2024 | 990 | $3,255,868 | $3,713,293 | -$457,425 | $41,632,322 | $0 | $41,632,322 |
| June 30, 2023 | 990 | $350,901 | $3,696,001 | -$3,345,100 | $41,584,902 | $0 | $41,584,902 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $708,755
- Net gain from sales of assets
- $19,966
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,323,262
- Compensation of officers, directors and key employees
- $444,500
- Salaries, compensation and benefits (total)
- $444,500
- Professional fundraising fees
- $0
- Legal fees
- $30,607
- Accounting fees
- $31,753
- Program services (functional)
- $3,472,012
- Management and general (functional)
- $533,610
Balance sheet and other
- Total assets, start of year
- $41,632,322
- Total assets, end of year
- $39,591,666
- Total liabilities, end of year
- $0
- Net assets, end of year
- $39,591,666
- Publicly traded securities
- $14,307,549
- Gross receipts
- $708,755
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- HI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Stanley Y Mukai | Co-Trustee Trustee or director | 6 | $70,000 | $427,666 | $76,786 |
| First Hawaiian Bank | Successor Co-Trustee Institutional trustee | 25 | $550,000 | $0 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| First Hawaiian Bank | Successor Co-Trustee Institutional trustee | 25 | $550,000 | $0 | $0 |
| Stanley Y Mukai | Co-Trustee Trustee or director | 6 | $70,000 | $400,754 | $73,955 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| First Hawaiian Bank | Successor Co-Trustee Institutional trustee | 25 | $550,000 | $0 | $0 |
| Stanley Y Mukai | Co-Trustee Trustee or director | 5 | $70,000 | $407,000 | $39,480 |
Address and contacts
- Address (IRS master file)
- 770 KAPIOLANI BLVD, HONOLULU, HI 96813-5212
- In care of
- % ALAN TSURUDA
- Principal officer (990 for 2024)
- Stanley Y Mukai, 770 Kapiolani Blvd Ste 506, Honolulu, HI 96813
- Signed the 990
- Stanley Y Mukai, Co-Trustee
- Phone
- (808) 592-4800
- Return prepared by
- McEnerney Shimabukuro Okazaki & Fuj
Mission
To distribute amounts to certain charitable organizations
Program accomplishments
- During the year, the Trust made grant distributions to the five charitable organizations that it was established to support.Expenses $3,472,012 · grants $3,323,262 · revenue $708,755
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 99-6086871
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $39,591,666
- Income (IRS master file)
- $708,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $708,755 | $4,005,622 | $39,591,666 | IRS |
| 990 | June 2024 | $3,255,868 | $3,713,293 | $41,632,322 | IRS |
| 990 | June 2023 | $350,901 | $3,696,001 | $41,584,902 | XML |
| 990 | June 2022 | $39,758 | $3,866,939 | $44,619,072 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-6086871).
Questions about WATERHOUSE CHARITABLE TR
- What is the EIN of WATERHOUSE CHARITABLE TR?
- The employer identification number (EIN) of WATERHOUSE CHARITABLE TR is 99-6086871.
- Is WATERHOUSE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WATERHOUSE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WATERHOUSE CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WATERHOUSE CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WATERHOUSE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WATERHOUSE CHARITABLE TR?
- The 990 for the year ended June 30, 2025 names Stanley Y Mukai.
- Who are the officers and directors of WATERHOUSE CHARITABLE TR?
- The 990 for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $70,000 (Stanley Y Mukai, Co-Trustee).
- How much revenue does WATERHOUSE CHARITABLE TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $708,755, expenses of $4,005,622 and total assets of $39,591,666 at year end.
Other nonprofits in HONOLULU
- HAWAII COMMUNITY FOUNDATION EIN 99-0261283 · last filed 990 for 2024
- ALOHA UNITED WAY INC EIN 99-0073494 · last filed 990 for 2024
- CONSUELO ZOBEL ALGER FOUNDATION EIN 99-0266163 · last filed 990-PF for 2024
- TRADEWIND GROUP FOUNDATION EIN 71-0894475 · last filed 990-PF for 2025
- ROBERT E BLACK MEMORIAL TRUST EIN 99-6062458 · last filed 990 for 2025
- CENTRAL PACIFIC BANK FOUNDATION EIN 39-2068708 · last filed 990-PF for 2025
- VICTORIA S AND BRADLEY L GEIST FOUNDATION EIN 99-0163400 · last filed 990-PF for 2025
- GARMAR FOUNDATION EIN 94-3276214 · last filed 990-PF for 2025
All nonprofits in HONOLULU · Hawaii · Philanthropy, voluntarism and grantmaking foundations