The Waterhouse Charitable Trust
To distribute amounts to certain charitable organizations
The Waterhouse Charitable Trust at a glance
In short: The Waterhouse Charitable Trust gave $3.3M across 5 grants in 2025 (avg $665K), mostly in Hawaii. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $3,323,263
- +10.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $664,653
- +10.8% vs 2024
- Median grant
- $400,000
- Total assets
- $39,591,666
- -4.9% vs 2024
- Primary geography
- Hawaii (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Waterhouse Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Palama Settlement ($1.4M). Together the top 4 received $3.2M.
Organizations only. It also paid 1 individual scholarship ($92,000), which are not listed by name.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was in the $250–500K range: 10 grants of 25 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Waterhouse Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.1M (2019) to $3.3M (2025). In 2025 it made 5 grants totaling $3.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Palama Settlement Honolulu, HI | Community based social services | $1,400,000 |
| University of Hawaii Foundation Honolulu, HI | Support school football program | $1,133,063 |
| Punahou School Honolulu, HI | Support school swim program | $400,000 |
| The Waialae Baptist Church Honolulu, HI | Support church lecture series | $298,200 |
| 1 individual scholarship Recipients not named | — | $92,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $39,591,666 | $708,755 | $4,005,622 | $3,323,263 | 5 | $708,755 |
| 2024 | $41,632,322 | $3,255,868 | $3,713,293 | $3,000,000 | 5 | $3,255,868 |
| 2023 | $41,584,902 | $350,901 | $3,696,001 | $2,971,165 | 5 | $350,901 |
| 2022 | $44,619,072 | $39,758 | $3,866,939 | $3,099,400 | 5 | $39,758 |
| 2021 | $48,837,759 | $16,150,220 | $3,104,666 | $2,721,039 | 5 | $15,574,380 |
| 2020 | $35,355,560 | $2,337,865 | $2,809,222 | $2,514,656 | 5 | $1,626,690 |
| 2019 | $35,820,174 | $2,581,658 | $2,353,863 | $2,077,825 | 5 | $1,788,888 |
About The Waterhouse Charitable Trust
Based on IRS filings
The Waterhouse Charitable Trust is a public charity, based in Honolulu, HI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $39.6M in total assets. In 2025, it awarded 5 grants totaling $3.3M. Net investment income was $709K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Waterhouse Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Stanley Y Mukai
Co-Trustee
On filings since 2019
6 hrs/week
$70K (2019) → $70K (2025)
First Hawaiian Bank
Successor Co-Trustee
On filings since 2021
25 hrs/week
$369K (2022) → $550K (2025)
Former officers (1)
- Former: Carrie JS Wong (2019–2022) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $550K, to First Hawaiian Bank (Successor Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Waterhouse Charitable Trust
How much does The Waterhouse Charitable Trust give each year?
The Waterhouse Charitable Trust gave $3.3M across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.0M across 5 grants.
What is The Waterhouse Charitable Trust's typical grant size?
The Waterhouse Charitable Trust's median grant in 2025 was $400,000, and its average grant was $664,653, across 5 grants on its 2025 IRS Form 990.
Where does The Waterhouse Charitable Trust give grants?
The Waterhouse Charitable Trust gives mostly in Hawaii: 97% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Honolulu, HI (4 grants).
Does The Waterhouse Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Waterhouse Charitable Trust's 2025 IRS Form 990 were described as general or operating support.
Who are The Waterhouse Charitable Trust's largest grantees?
The Waterhouse Charitable Trust's largest 2025 grantees include Palama Settlement ($1,400,000), University of Hawaii Foundation ($1,133,063) and Punahou School ($400,000), according to its 2025 IRS Form 990. It also paid 1 individual scholarship ($92,000), which are not listed by name. Together they received 88% of its itemized 2025 grant dollars.
How large is The Waterhouse Charitable Trust?
The Waterhouse Charitable Trust reported $39.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $709K.
What is The Waterhouse Charitable Trust's EIN?
The Waterhouse Charitable Trust's EIN (Employer Identification Number) is 99-6086871. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS May 13, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Waterhouse Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Waterhouse Charitable Trust's focus areas in our free grants database
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Funders with grantees in common, and similar funders in Hawaii
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Louise & Yt Lum Foundation
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Total Given
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