Nonprofit · EIN 46-5205128
FESTIVAL OF WHALES FOUNDATION
Tax-exempt · DANA POINT, CA 92629
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $71,832 | $46,554 | $25,278 | $100,537 | – | $100,537 |
| June 30, 2024 | 990-EZ | $86,459 | $48,947 | $37,512 | $75,259 | – | $75,259 |
| June 30, 2023 | 990-EZ | $34,673 | $45,006 | -$10,333 | $37,747 | – | $37,747 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $48,348
- Net income from fundraising events
- $14,080
- Other revenue
- $9,404
Expenses
- Grants and similar amounts paid
- $1,800
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $55
- Other expenses
- $44,699
- Program services (functional)
- $42,615
Balance sheet and other
- Total assets, start of year
- $75,259
- Total assets, end of year
- $100,537
- Total liabilities, end of year
- –
- Net assets, end of year
- $100,537
- Cash, savings and investments
- $100,537
- Gross receipts
- $86,670
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KALEZ | President/Treas | 12 | $0 |
| JIM MILLER | Secretary | 3 | $0 |
| JIM HOLDEN | Director | 2 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KALEZ | President/Treas | 12 | $0 |
| JIM MILLER | Secretary | 3 | $0 |
| JIM HOLDEN | Director | 2 | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KALEZ | President | 5 | $0 |
| JIM MILLER | Treasurer | 5 | $0 |
| JIM HOLDEN | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 34675 GOLDEN LANTERN, DANA POINT, CA 92629-2908
- In care of
- % DONNA KALEZ
- Signed the 990-EZ
- DONNA KALEZ, President
- Phone
- (888) 440-4309
- Website
- FestivalOfWhales.com
- Return prepared by
- ACCUDATA & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 46-5205128 or by the name FESTIVAL OF WHALES FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROMOTE CHARITABLE ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS, AND PROMOTE THE EDUCATION, COMMUNITY PARTICIPATION , AND ECONOMIC GROWTH OF THE SURROUNDING COMMUNITY THROUGH THE ORGANIZATION AND PRESENTATION OF THE ANNUAL FESTIVAL OF THE WHALES HELD AT OC DANA POINT HARBOR, CALIFORNIA, AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ASSOCIATED WITH THIS GOAL AS ALLOWED BY LAW.
Program accomplishments
- The Festival of Whales Foundation was created to inform, inspire and impact residents of Dana Point and visitors from around the world to the annual Festival of Whales event about the importance of ocean life protection and preservation. The annual migration of the California Gray Whale provides the perfect opportunity to share this critical message about protection and preservation and also educate the public on water quality issues that impact the receiving waters of the Pacific Ocean. The Foundation brings together the greater community of Dana Point as well as community members and non-profits from around Southern California to focus on these issues and bring greater awareness to the need to partner to bring about a difference in attitude and action. By promoting individual, civic and corporate responsibility for keeping our oceans clean within a fun, festival atmosphere, we are confident that we will make a difference and spread this important message far beyond our own community. The annual attendance varies between 3,000-5,000 people. As part of our fundraising activities, the Festival of Whales Foundation reaches out to variety of sponsors via a well-designed and user-friendly website, a robust social media campaign, a targeted print advertising campaign, as well as one-on-one meetings with important community decision makers and corporate leaders. These fundraising activities allow the Foundation to produce an event that accomplishes its goals as an organization and raises funds to assist other non-profits in accomplishing their unique goals which ultimately benefit the entire community. We do not provide Grants.Expenses $42,615
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-5205128
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D30)
- Assets (IRS master file)
- $100,537
- Income (IRS master file)
- $86,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $71,832 | $46,554 | $100,537 | IRS |
| 990-EZ | June 2024 | $86,459 | $48,947 | $75,259 | XML |
| 990-EZ | June 2023 | $34,673 | $45,006 | $37,747 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 46-5205128).
Questions about FESTIVAL OF WHALES FOUNDATION
- What is the EIN of FESTIVAL OF WHALES FOUNDATION?
- The employer identification number (EIN) of FESTIVAL OF WHALES FOUNDATION is 46-5205128.
- Is FESTIVAL OF WHALES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to FESTIVAL OF WHALES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FESTIVAL OF WHALES FOUNDATION 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 FESTIVAL OF WHALES FOUNDATION 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 FESTIVAL OF WHALES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of FESTIVAL OF WHALES FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FESTIVAL OF WHALES FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $71,832, expenses of $46,554 and total assets of $100,537 at year end.
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- PUDDY FOUNDATION EIN 84-1907325 · last filed 990-N for 2025
- BIG WEST CONFERENCE EIN 95-2742481 · last filed 990 for 2025
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