Nonprofit · EIN 91-2144632
WHALE TRUST
Tax-exempt · PUUNENE, HI 96784
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $753,501 | $803,600 | -$50,099 | $1,243,240 | $188,425 | $1,054,815 |
| June 30, 2024 | 990 | $1,215,217 | $729,820 | $485,397 | $1,272,896 | $167,411 | $1,105,485 |
| June 30, 2023 | 990 | $663,230 | $616,159 | $47,071 | $785,373 | $165,285 | $620,088 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $707,532
- Program service revenue
- $0
- Investment income
- $38,790
- Net income from fundraising events
- $11,064
- Net income from sales of inventory
- -$3,928
- Other revenue
- $7,179
Expenses
- Grants and similar amounts paid
- $123,896
- Compensation of officers, directors and key employees
- $87,278
- Other salaries and wages
- $132,104
- Salaries, compensation and benefits (total)
- $243,813
- Professional fundraising fees
- $0
- Accounting fees
- $19,630
- Occupancy
- $19,887
- Depreciation
- $31,908
- Program services (functional)
- $682,019
- Management and general (functional)
- $103,363
- Fundraising (functional)
- $18,218
Balance sheet and other
- Total assets, start of year
- $1,272,896
- Total assets, end of year
- $1,243,240
- Total liabilities, end of year
- $188,425
- Net assets, end of year
- $1,054,815
- Land, buildings and equipment
- $197,771
- Net assets without donor restrictions
- $947,726
- Net assets with donor restrictions
- $107,089
- Gross receipts
- $779,017
- Employees
- 5
- Volunteers
- 70
- Year formed
- 2001
- 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 | Other / benefits |
|---|---|---|---|---|
| MEAGAN JONES GRAY | EXECUTIVE DI Trustee or director, Officer | 40 | $87,415 | $2,622 |
| ALLEN JONES | CHAIRMAN/TRE Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD PAT COCHRAN | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| KARYN KUNZELMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES FLIP NICKLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CATHY MAXWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRAD EICHHORST MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEAGAN JONES GRAY | EXECUTIVE DI Trustee or director, Officer | 40 | $64,400 | $1,912 |
| ALLEN JONES | CHAIRMAN/TRE Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD PAT COCHRAN | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| KARYN KUNZELMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES FLIP NICKLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NORMAN ESTIN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CATHY MAXWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRAD EICHHORST MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEAGAN JONES GRAY | EXECUTIVE DI Trustee or director, Officer | 40 | $53,200 | $1,575 |
| ALLEN JONES | CHAIRMAN/TRE Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD PAT COCHRAN | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| KARYN KUNZELMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES FLIP NICKLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NORMAN ESTIN MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CATHY MAXWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRAD EICHHORST MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1360, PUUNENE, HI 96784-1360
- In care of
- % MEAGAN JONES
- Principal officer (990 for 2024)
- MEAGAN JONES GRAY, PO BOX 1360, PUUNENE, HI 96784
- Signed the 990
- MEAGAN JONES GRAY, EXECUTIVE DIRECTOR
- Phone
- (808) 572-5700
- Website
- WWW.WHALETRUST.ORG
- Return prepared by
- CARBONARO CPAS & MANAGEMENT GROUP
Mission
WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT.
Program accomplishments
- 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 OCEAN.Expenses $167,796 · grants $37,274
- 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 $175,249 · grants $83,622
- 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 $332,899
- 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.Expenses $6,075 · grants $3,000
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
- 91-2144632
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U50)
- Assets (IRS master file)
- $1,243,240
- Income (IRS master file)
- $779,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $753,501 | $803,600 | $1,243,240 | IRS |
| 990 | June 2024 | $1,215,217 | $729,820 | $1,272,896 | IRS |
| 990 | June 2023 | $663,230 | $616,159 | $785,373 | XML |
| 990 | June 2022 | $571,851 | $455,160 | $734,986 | 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 91-2144632).
Questions about WHALE TRUST
- What is the EIN of WHALE TRUST?
- The employer identification number (EIN) of WHALE TRUST is 91-2144632.
- Is WHALE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WHALE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHALE TRUST 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 WHALE TRUST 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 WHALE TRUST 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 WHALE TRUST?
- The 990 for the year ended June 30, 2025 names MEAGAN JONES GRAY.
- Who are the officers and directors of WHALE TRUST?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $87,415 (MEAGAN JONES GRAY, EXECUTIVE DI).
- How much revenue does WHALE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $753,501, expenses of $803,600 and total assets of $1,243,240 at year end.
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