2025-05-15T09:04:53-04:00 2024-06-30 990303190 CARBONARO CPAS & MANAGEMENT GROUP 1885 MAIN ST STE 408 WAILUKU HI 96793 990 2023-07-01 912144632 WHALE TRUST WHAL 8085725700 PO BOX 1360 PUUNENE HI 96784 MEAGAN JONES GRAY EXECUTIVE DIRECTOR 8085725700 2025-05-14 true true GRETCHEN KREMEYER P00768528 8082425002 2025-05-15 2023 2025-03-06 01:10:19Z MEAGAN JONES GRAY PO BOX 1360 PUUNENE HI 96784 1240581 false X WWW.WHALETRUST.ORG X 2001 HI WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT. 9 8 4 87 0 641823 1032914 0 11737 127786 9670 54517 663230 1215217 12500 137419 0 171801 217008 0 5954 431858 375393 616159 729820 47071 485397 785373 1272896 165285 167411 620088 1105485 X WHALE TRUST SUPPORTS AND CONDUCTS SCIENTIFIC RESEARCH, MARINE EDUCATION, AND CONSERVATION PROGRAMS ON MARINE MAMMALS AND THEIR ENVIRONMENT. false false 96916 7747 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. 163816 31291 364 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. 264716 29462 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. 59419 53564 16944 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. 59419 53564 16944 584867 true true false false false false false false false false true false false false false false false false false false false true true false false false false false true false false false false false false false false false false false false false false false false false false true 20 0 4 true false false false false false false false false false false false false X 9 8 true false false false false false false true true false false false true true true false true true false false HI X WHALE TRUST 8085725700 PO BOX 1360 PUUNENE HI 96784 ALLEN JONES CHAIRMAN/TRE 1.00 X X 0 0 0 RICHARD PAT COCHRAN VICE-PRESIDE 1.00 X X 0 0 0 KARYN KUNZELMAN SECRETARY 1.00 X X 0 0 0 MEAGAN JONES GRAY EXECUTIVE DI 40.00 X X 64400 0 1912 CHARLES FLIP NICKLIN BOARD MEMBER 1.00 X 0 0 0 NORMAN ESTIN MD BOARD MEMBER 1.00 X 0 0 0 LINDA CALDWELL BOARD MEMBER 1.00 X 0 0 0 CATHY MAXWELL BOARD MEMBER 1.00 X 0 0 0 BRAD EICHHORST MD BOARD MEMBER 1.00 X 0 0 0 64400 1912 false false false 1032914 1032914 40745 40745 100612 13571 87041 87041 87041 16395 11793 4602 4602 OTHER INCOME 900099 49915 49915 49915 1215217 54517 127786 X 11564 11564 42000 42000 83855 83855 89686 89686 97735 51109 46626 1869 1791 78 11622 5625 5997 16096 12308 3788 17647 17647 91549 91513 36 11118 11118 16831 11291 4499 1041 906 906 28171 22108 5959 104 7662 7662 32961 8202 24759 5129 762 4367 MEALS AND TRAVEL 83095 79504 1464 2127 RESEARCH COSTS 26380 26380 EDUCATION EXPENSE 18730 16094 40 2596 RESEARCH GRANT EXPENSES 11438 11438 23776 7613 16077 86 729820 584867 138999 5954 95764 62038 633227 936378 23 31123 24096 2474 8378 293892 57079 18274 236813 4231 4890 280 280 785373 1272896 15385 17511 149900 149900 165285 167411 X 537006 953828 83082 151657 620088 1105485 785373 1272896 485397 X false false false X 512836 559579 573152 641823 1032914 3320304 512836 559579 573152 641823 1032914 3320304 403515 2916789 3168 46 163 11737 40745 55859 11725 11725 3387888 104713 0.86090 0.87430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 293892 57079 236813 236813 RESEARCH 8000 CHECK BOOK 1 RESEARCH GRANT NORTH AMERICA 1 55000 CHECK RESEARCH GRANT EUROPE 1 5855 CHECK false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 2 GRANT DISTRIBUTIONS ARE DETERMINED BY A COMMITTEE COMPRISED OF ADVISORY AND BOARD MEMBERS. ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT DETAILING HOW GRANT FUNDS WERE USED WITHIN ONE YEAR OF RECEIVING THE FUNDS. true RESEARCH GRANT 2 2000 OHANA DISASTER ASSISTANCE 5 40000 SCHEDULE I, PAGE 1, PART I, LINE 2 WHALE TRUST ALLOCATES A PERCENTAGE OF FUNDS RAISED TO DONATE TO LOCAL NON- PROFIT ORGANIZATIONS AND GRADUATE STUDENTS CONDUCTING WHALE RESEARCH IN HAWAII. GRANT DISTRIBUTIONS ARE DETERMINED BY A COMMITTEE COMPRISED OF ADVISORY AND BOARD MEMBERS. ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT DETAILING HOW GRANT FUNDS WERE USED WITHIN ONE YEAR OF RECEIVING THE FUNDS. DURING FISCAL YEAR ENDING JUNE 30, 2024, WHALE TRUST PROVIDED DISASTER ASSISTANCE TO COMMUNITY MEMBERS AFFECTED BY THE LAHAINA WILDFIRES. FORM 990, PAGE 2, PART III, LINE 4D 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. FORM 990, PAGE 6, PART VI, LINE 2 ALLEN JONES MEAGAN JONES PRES./TREAS. E.D. FATHER/DAUGHTER FORM 990, PAGE 6, PART VI, LINE 11B ALL BOARD MEMBERS REVIEW AND APPROVE THE 990 BEFORE IT IS FINALIZED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY, AND EACH BOARD MEMBER IS REQUIRED TO REVIEW IT ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A SALARIES ARE PROPOSED AND VOTED ON BY THE BOARD OF DIRECTORS. THE BOARD AND THE E.D. WORK TOGETHER TO RESEARCH AND DETERMINE FAIR AND COMPARABLE SALARY RATES FOR KEY PERSONNEL. THE BOARD THEN VOTES TO APPROVE THE RECOMMENDATIONS MADE. FORM 990, PAGE 6, PART VI, LINE 19 THE 990 IS AVAILABLE TO THE GENERAL PUBLIC VIA THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PROGRAM AND OTHER CONTRACTORS 36,483 0 0 OUTSIDE SERVICES 55,030 36 0 TOTAL 91,513 36 0