Whale Trust
- Assets
- $735.0k
- Revenue
- $571.9k
- Investments
- $0.0
- Employees
- 4
- Location
- Makawao, HI
- Founding
- 01/2002
- Data as of
- 06/2022
- EIN
- 91-2144632
Organization Overview
Whale Trust is located in Makawao, HI. The organization was established in 2002. According to its NTEE Classification (U50) the organization is classified as: Biological & Life Sciences, under the broad grouping of Science & Technology and related organizations. As of 06/2022, Whale Trust employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Whale Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Whale Trust generated $571.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $455.2k during the year ending 06/2022. While expenses have increased by 1.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Whale Trust has awarded 16 individual grants totaling $107,100. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HUMPBACK WHALE SONG STUDY-WHALE TRUST'S MISSION INCLUDES CONDUCTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. KEY RESEARCH INCLUDES INVESTIGATION INTO THE STRUCTURE AND FUNCTION OF HUMPBACK WHALE SONG ACROSS THE NORTH PACIFIC.
RESEARCH, OTHER-PART OF WHALE TRUST'S MISSION INCLUDES SUPPORTING SCIENTIFIC RESEARCH ON WHALES AND THE MARINE ENVIRONMENT. CURRENT PROJECTS INCLUDE MANAGEMENT OF THE WILDLIFE AND MARINE MAMMAL SPATIAL OBSERVATORY PROJECT TO DETECT MARINE MAMMAL SPECIES FROM SPATIAL IMAGERY. WHALE TRUST ALSO SUPPORTS OUTSIDE RESEARCH THROUGH DONATIONS TO SELECTED BENEFICIARY ORGANIZATIONS AND STUDENTS CONDUCTING INDEPENDENT RESEARCH STUDIES ON WHALES AND THEIR OCEAN ENVIRONMENT.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Allen Jones Chairmant/tr | OfficerTrustee | 1 | $0 |
Richard Pat Cochran Vice-Preside | OfficerTrustee | 1 | $0 |
Karyn Kunzelman Secretary | OfficerTrustee | 1 | $0 |
Charles Flip Nicklin Board Member | Trustee | 1 | $0 |
Norman Estin MD Board Member | Trustee | 1 | $0 |
Linda Caldwell Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $573,152 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $573,152 |
| Total Program Service Revenue | $0 |
| Investment income | $163 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$1,710 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $571,851 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $5,100 |
| Grants and other assistance to domestic individuals. | $5,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $5,000 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $52,500 |
| Compensation of current officers, directors, key employees. | $27,273 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $72,554 |
| Pension plan accruals and contributions | $2,762 |
| Other employee benefits | $4,640 |
| Payroll taxes | $10,603 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,037 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $67,412 |
| Advertising and promotion | $3,783 |
| Office expenses | $10,870 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $17,276 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,157 |
| Insurance | $5,010 |
| All other expenses | $16,900 |
| Total functional expenses | $455,160 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $93,429 |
| Savings and temporary cash investments | $579,659 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $28,412 |
| Prepaid expenses and deferred charges | $2,474 |
| Net Land, buildings, and equipment | $26,501 |
| Investments—publicly traded securities | $4,231 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $280 |
| Total assets | $734,986 |
| Accounts payable and accrued expenses | $12,069 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $149,900 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $161,969 |
| Net assets without donor restrictions | $482,228 |
| Net assets with donor restrictions | $90,789 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $734,986 |
Grants Awarded
Over the last fiscal year, Whale Trust has awarded $15,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
HAWAII NATIONAL MARINE SANCTUARYFOUNDATION PURPOSE: RESEARCH | $8,500 |
UNIVERSITY OF HAWAII FOUNDATION PURPOSE: RESEARCH | $6,500 |