The Waterhouse Charitable Trust
To distribute amounts to certain charitable organizations
Key facts about The Waterhouse Charitable Trust
- EIN
- 99-6086871
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,323,263
- Grants made (2025)
- 5
- Average grant
- $664,653
- Median grant
- $400,000
- Total assets
- $39,591,666
- Primary geography
- Hawaii (97% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Waterhouse Charitable Trust funds
By grant dollars, the top recipient states for The Waterhouse Charitable Trust's 5 itemized 2025 grants were Hawaii (97%). The most frequent recipient cities were Honolulu, HI (4 grants). None of its 5 grants with a stated purpose were described as general or operating support.
How The Waterhouse Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Waterhouse Charitable Trust
- How to evaluate The Waterhouse Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Waterhouse Charitable Trust with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$39.6M
-4.9% YoY
Annual Giving
$3.3M
+10.8% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$665K
+10.8% YoY
About The Waterhouse Charitable Trust
Based on IRS filings
The Waterhouse Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $39,591,666 | $41,632,322 | $41,584,902 |
| Revenue | $708,755 | $3,255,868 | $350,901 |
| Expenses | $4,005,622 | $3,713,293 | $3,696,001 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $708,755 | $3,255,868 | $350,901 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Palama Settlement ($1,400,000), University of Hawaii Foundation ($1,133,063), Punahou School ($400,000).
| 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 |
| New Mexico Military Institute Foundation Roswell, NM | Support school scholarships | $92,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Stanley Y Mukai | Co-Trustee | 6 | $70,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Waterhouse Charitable Trust?
The Waterhouse Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Honolulu, HI. It holds $39.6M in total assets as of 2025.
How large is The Waterhouse Charitable Trust?
As of 2025, The Waterhouse Charitable Trust holds $39.6M in total assets with $709K in annual revenue. It awarded 5 grants totaling $3.3M in 2025.
Where does The Waterhouse Charitable Trust operate?
The Waterhouse Charitable Trust has awarded grants in Hawaii, New Mexico.
What size grants does The Waterhouse Charitable Trust award?
In 2025, The Waterhouse Charitable Trust awarded 5 grants totaling $3.3M — an average of about $665K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.