Whale Trust logo

Whale Trust

Public charity · Grantmaker Puunene, HI EIN: 91-2144632 Website

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

Whale Trust at a glance

In short: Whale Trust reported $39K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

Grants paid (2025)
$38,720 — reported as a total on the IRS filing, without an itemized list
-59.4% vs 2024
Total assets
$1,243,240
-2.3% vs 2024
Revenue (2025)
$753,501
-38.0% vs 2024
Net investment income (2025)
$38,790
-69.6% vs 2024
Expenses (2025)
$803,600
+10.1% vs 2024
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Whale Trust funds

How this funder distributes its grants

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

KiheiHonoluluLahainaPetersburg

How Whale Trust gives

  • Giving fell 50% from 2020 to 2023. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants2019 2 grants2020 1 grant2021 1 grant2022 1 grant2023 Total only2024 Total only2025

From 2019 to 2025, annual grant giving ranged from $5K (2022) to $95K (2024). In 2025 it reported $39K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Hawaii National Marine Sanctuary Foundation Kihei, HIResearch$7,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$1,243,240$753,501$803,600$38,720Total only$38,790
2024$1,272,896$1,215,217$729,820$95,419Total only$127,786
2023$785,373$663,230$616,159$7,5001$11,737
2022$734,986$571,851$455,160$5,1001$163
2021$663,724$561,393$387,238$7,5001$46
2020$313,712$544,477$460,408$15,0002$3,168
2019$203,507$412,721$460,906$34,0005$536

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About Whale Trust

Based on IRS filings

Whale Trust is a public charity focused on Science & Technology, based in Puunene, HI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it reported $39K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $39K.

Leadership & Key People

Officers and directors from IRS filings

Whale Trust is led by Allen Jones, Chairman & Treasurer since 2023 (on filings since 2019); 1 of 8 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Allen Jones

    Chairman & Treasurer

    President → Chairmant, 2020

    Chairmant → Chairman & Treasurer, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Meagan Jones Gray

    Executive Di

    On filings since 2020

    40 hrs/week

    $41K (2020) → $87K (2025)

  • Brad Eichhorst MD

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Cathy Maxwell

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Charles Flip Nicklin

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Karyn Kunzelman

    Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

  • Linda Caldwell

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Richard Pat Cochran

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Norman Estin MD (2020–2024) — Board Member
  • Former: Debra Caswell (2019–2020) — Board Member
  • Former: Ravi Bugga (2019–2020) — Board Member
  • Former: Meagan Jones (2019) — Executive Di

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Meagan Jones Gray — Executive Di: $87KMeagan Jones GrayExecutive Di$87K

The highest reported compensation on the 2025 filing was $87K, to Meagan Jones Gray (Executive Di).

Frequently asked questions about Whale Trust

How much does Whale Trust give each year?

Whale Trust reported $39K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $95K in grants paid.

How large is Whale Trust?

Whale Trust reported $1.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $754K.

What is Whale Trust?

Whale Trust is a public charity focused on Science & Technology, based in Puunene, HI. It holds $1.2M in total assets as of 2025.

Where does Whale Trust operate?

Whale Trust has awarded grants in Alaska, Hawaii.

What is Whale Trust's EIN?

Whale Trust's EIN (Employer Identification Number) is 91-2144632. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
  5. Added Form 990 for fiscal year 2019 (received by the IRS June 10, 2020)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
  7. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Whale Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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