WHALE TRUST

As filed

Subsection

03

NTEE code

U50

Classification

1000

Street

PO BOX 1360

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• 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.

  Expenses $96,916 · Revenue $7,747

• 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 $163,816 · Grants $31,291 · Revenue $364

• 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 $264,716 · Revenue $29,462

• 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 $59,419 · Grants $53,564 · Revenue $16,944

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $1,215,217

  Expenses

  $729,820

  Contributions

  $1,032,914

  Grants paid

  $137,419

• 2022

  Revenue

  $663,230

  Expenses

  $616,159

  Contributions

  $641,823

  Grants paid

  $12,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $571,851

  Expenses

  $455,160

  Assets (EOY)

  $734,986

• 2020 · 990

  Revenue

  $561,393

  Expenses

  $387,238

  Assets (EOY)

  $663,724

• 2019 · 990

  Revenue

  $544,477

  Expenses

  $460,408

  Assets (EOY)

  $313,712

• 2018 · 990

  Revenue

  $412,721

  Expenses

  $460,906

  Assets (EOY)

  $203,507

• 2017 · 990

  Revenue

  $376,400

  Expenses

  $387,114

  Assets (EOY)

  $247,548

• 2017 · 990

  Revenue

  $376,400

  Expenses

  $387,114

  Assets (EOY)

  $247,548

• 2016 · 990

  Revenue

  $374,608

  Expenses

  $393,221

  Assets (EOY)

  $263,354

• 2015 · 990

  Revenue

  $389,940

  Expenses

  $421,404

  Assets (EOY)

  $277,523

• 2014 · 990

  Revenue

  $294,679

  Expenses

  $338,801

  Assets (EOY)

  $309,808

• 2013 · 990

  Revenue

  $333,538

  Expenses

  $338,023

  Assets (EOY)

  $353,901

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• HAWAII NATIONAL MARINE SANCTUARY FOUNDATION

  $7,500

  2022 · RESEARCH

Where these grants went next →

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $68,700

  2023 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $67,750

  2024 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $41,000

  2023 · PUBLIC, SOCIETAL BENEFIT

• NATIONAL PHILANTHROPIC TR

  $20,000

  2023 · HUMAN SERVICES

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $20,000

  2023 · UNRESTRICTED GENERAL SUPPORT

• DONOR ADVISED CHARITABLE GIVING

  $18,000

  2024 · PUBLIC, SOCIETAL BENEFIT

• NATIONAL PHILANTHROPIC TR

  $17,500

  2022 · PUBLIC, SOCIETAL BENEFIT

• PRINCETON AREA COMMUNITY FOUNDATION INC

  $15,000

  2023 · GENERAL

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $15,000

  2022 · UNRESTRICTED GENERAL SUPPORT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $13,600

  2022 · For grant recipient's exempt purposes

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files