NonprofitsWhale Trust

Science & Technology

Whale Trust

PUUNENE, HI

Total revenue

$1.2M

Total expenses

$730K

Net assets

$1.1M

Grants received

$992K

81 grants

EIN

912144632

Tax year

2023

Mission

Whale trust supports and conducts scientific research, marine education, and conservation programs on marine mammals and their environment.

Programs

3 programs

Humpback whale research and photo documentation-whale trust's mission includes conducting and promoting scientific research on whales and the marine environment. Research projects include reproductive and mating behavior, and photographic and video illustration documenting the behavior of humpback whales in their natural environment.

Expenses: $164KGrants: $31K

Education and outreach-whale trust's mission includes communicating scientific research and conducting education programs on whales and the marine environment. Whale trust fulfills that mission through community outreach events, educational field experiences, school outreach programs, mentorship, and internship programs for students.

Expenses: $265K

Research, other-part of whale trust's mission includes supporting scientific research on whales and the marine environment. The north pacific humpback whale song collaboration involves 12 researchers across nearly 13 locations in six countries. Whale trust also supports outside research through donations to selected beneficiary organizations and students conducting independent research studies on whales and their ocean environment. Due to the wildfires in lahaina in 2023, we donated 40,000 to families close to our organization that lost their homes and lives in the fire.

Expenses: $59KGrants: $54K

Financials

FY 2023

Revenue

Contributions & grants$1.0M
Program service revenue
Investment income$128K
Other revenue$55K
Total revenue$1.2M

Expenses

Grants paid$137K
Salaries & benefits$217K
Fundraising$6K
Other expenses$375K
Total expenses$730K
Total assets$1.3M
Net assets$1.1M

People

9 listed

NameRoleCompensation

MEAGAN JONES GRAY

EXECUTIVE DI

Board

$64K

40 hrs/wk

RICHARD PAT COCHRAN

VICE-PRESIDE

Board

1 hrs/wk

KARYN KUNZELMAN

SECRETARY

Board

1 hrs/wk

CHARLES FLIP NICKLIN

BOARD MEMBER

Board

1 hrs/wk

NORMAN ESTIN MD

BOARD MEMBER

Board

1 hrs/wk

LINDA CALDWELL

BOARD MEMBER

Board

1 hrs/wk

CATHY MAXWELL

BOARD MEMBER

Board

1 hrs/wk

ALLEN JONES

CHAIRMAN/TRE

Board

1 hrs/wk

BRAD EICHHORST MD

BOARD MEMBER

Board

1 hrs/wk

Grants received

Showing 81 of 81

FromAmountPurposeYear
$10K
IMPROVING THE WELFARE OF THE COMMUNITY OF HAWAII.
2024
$5K
GENERAL SUPPORT
2024
$1K
UNRESTRICTED GENERAL
2024
$69K
For grant recipient's exempt purposes
2023
$41K
PUBLIC, SOCIETAL BENEFIT
2023
$41K
THE WHALE TALES PROGRAM
2023
$20K
UNRESTRICTED GENERAL SUPPORT
2023
$20K
GRANT TO HELP FUND WHALE TALES 2024.
2023
$20K
HUMAN SERVICES
2023
$10K
IMPROVING THE WELFARE OF THE COMMUNITY OF HAWAII.
2023
$10K
General & Unrestricted
2023
$7K
SUPPORT CHARITABLE ACTIVITIES
2023
$5K
GRANT FOR GENERAL OPERATING SUPPORT.
2023
$2K
PROGRAM SUPPORT
2023
$1K
UNRESTRICTED
2023
$1K
SUPPORT WHALE TALES
2023
$25K
GRANT TO SUPPORT WHALE TALES SEMIAR AND FUNDRAISER.
2022
$18K
PUBLIC, SOCIETAL BENEFIT
2022
$15K
UNRESTRICTED GENERAL SUPPORT
2022
$14K
For grant recipient's exempt purposes
2022
$12K
PUBLIC, SOCIETAL BENEFIT
2022
$10K
Further tax exempt purpose.
2022
$10K
General & Unrestricted
2022
$10K
GRANT FOR MEMORIAL SCHOLORSHIP IN HONOR OF CHUCK NICKLIN
2022
$6K
FOR ORGANIZATION GENERAL
2022
$3K
GENERAL OPERATIONS
2022
$1K
UNRESTRICTED
2022
$1K
SUPPORT WHALE TALES
2022
$1K
SUPPORT CHARITABLE ACTIVITIES
2022
$50
VOLUNTEER PROGRAM
2022
$20K
GRANT TO PAY FOR THE WHALE TALES AND THE PRIVATE VIP RECEPTION/FUNDRAISER.
2021
$16K
For grant recipient's exempt purposes
2021
$16K
For grant recipient's exempt purposes
2021
$12K
PUBLIC, SOCIETAL BENEFIT
2021
$10K
PUBLIC, SOCIETAL BENEFIT
2021
$5K
FOR ORGANIZATION GENERAL
2021
$4K
Current Use for General Charitable Purposes
2021
$2K
GENERAL OPERATING
2021
$2K
PROGRAM SUPPORT
2021
$1K
SPONSOR WHALES TALES
2021
$30K
PUBLIC, SOCIETAL BENEFIT
2020
$20K
GRANT TO PAY FOR THE WHALE TALES AND THE PRIVATE VIP RECEPTION/FUNDRAISER AT THE VALKIRS HOME.
2020
$14K
For grant recipient's exempt purposes
2020
$14K
PUBLIC, SOCIETAL BENEFIT
2020
$12K
GENERAL OPERATING
2020
$5K
PROGRAM SUPPORT
2020
$2K
GENERAL OPERATING
2020
$2K
PROGRAM SUPPORT
2020
$1K
FOR ORGANIZATION GENERAL
2020
$1K
Current Use for General Charitable Purposes
2020
$500
SPONSOR WHALES TALES
2020
$26K
For grant recipient's exempt purposes
2019
$13K
PUBLIC, SOCIETAL BENEFIT
2019
$13K
PUBLIC, SOCIETAL BENEFIT
2019
$9K
ENVIRONMENTAL
2019
$3K
PROGRAM SUPPORT
2019
$3K
FOR ORGANIZATION GENERAL
2019
$500
SPONSOR WHALES TALES
2019
$20K
GRANT TO PAY FOR THE WHALE TALES AND THE PRIVATE VIP RECEPTION/FUNDRAISER AT THE VALKIRS HOME
2018
$13K
For grant recipient's exempt purposes
2018
$10K
PUBLIC, SOCIETAL BENEFIT
2018
$2K
GENERAL OPERATING
2018
$20K
PUBLIC, SOCIETAL BENEFIT
2017
$5K
ENVIRONMENTAL
2017
$2K
PROGRAM SUPPORT
2017

Funded by

$992K from 30 funders · 81 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$167K · 7 grants · 2018–2023

The John Lazarich Foundation

$130K · 5 grants · 2019–2023

The Makana Aloha Foundation

$120K · 7 grants · 2018–2023

Donor Advised Charitable Giving Inc

$116K · 6 grants · 2018–2023

National Philanthropic Trust

$96K · 6 grants · 2017–2023

David And Arleen Mcglade Foundation Inc

$78K · 3 grants · 2020–2022

Morgan Stanley Global Impact Funding Trust Inc

$35K · 2 grants · 2022–2023

Details

EIN912144632
NTEE codeU50
Subsection03
Ruling date2002-01
Formed2001
Employees4
Volunteers87
WHALE TRUST — Mission, Financials & Grants Received | Grantivo