Whale Foundation Inc

“see Schedule O Grants and allocations 0, Program service expenses 2,286”

“Activity Academic scholarships, Grantee 5 receipients, Cash Grant 10,000, Relationship”

“Activity Health insurance stipends, Grantee 20 receipients, Cash Grant 11,250, Relationship”

“Equipment rental and maintenance 171”

“Supplies 644”

“Telephone 3,800”

“Counseling medical fees paid on behalf of clients direct program expense 4200 in-kind 36,880”

“Insurance 880”

“Investment fees 1,551”

“Licenses permits 25”

“Meetings meals 502”

“Merchant service fees 662”

“Conferences training 25”

“Dues subscriptions 10”

“Inventory merchandise for sale - hoodies Beginning of year 3,934, End of year 910”

“Prepaid expenses facility rental for Feb 2020 special event Beginning of year 0, End of year 2,180”

“Accounts payable counseling fees Beginning of year 285, End of year 585”

“Payroll tax liabilities Beginning of year 2,183, End of year 2,005”

“PRIMARY EXEMPT PURPOSE The Whale Foundation was created in honor of Curtis Whale Hansen to provide confidential access to mental and physical health care professionals and a network of support services designed to restore, promote, and celebrate the well-being of the Grand Canyon river guiding community. The organization celebrated its 23rd year in 2019. Services provided include a confidential 24/7 helpline, mental health referrals and counseling, medical/physical health care screening and annual health fair, assistance with medical lab fees and medical insurance premiums, educational scholarships, career mentorship and several annual community events. For more information, please visit www.whalefoundation.org.”

“PROGRAM ACCOMPLISHMENTS - MENTAL HEALTH SUPPORT The Whale Foundation offers free, confidential counseling services to the Grand Canyon river guiding community to address some of the challenges and uncertainties facing many river guides. In recent years, our clients have seen professional counselors for help with family/interpersonal issues, substance abuse concerns, anxiety and depression, grief or loss, on river and work related issues and transition issues. During the year, 64 clients sought assistance through the confidential 24/7 helpline staffed by licensed counselors. Many were then referred to licensed, case management counselors. On-going counseling sessions with 13 counselors totaled 252 hours during the year, without charge to clients, similar to the prior year. The organization received reduced rates from the counseling professionals. Quarterly articles describing these available services and the other services described below were published throughout the year in Grand Canyon River Guides publication, Boatmans Quarterly Review.”

“PROGRAM ACCOMPLISHMENTS - MEDICAL/PHYSICAL HEALTH SUPPORT The Whale Foundation offers an annual health fair with physical health screenings, in addition to health insurance stipends for individuals. During the March 2019 annual Guides Training Seminar at Marble Canyon, AZ hosted by Grand Canyon River Guides, a nonprofit organization, over 70 clients participated in free physical health screenings provided by 12 health care professionals. Over 4000 of these services were provided without charge in-kind to the organization reflected in the financial statements. Clients received follow-up lab work at no charge. During 2019, 20 clients received stipends averaging 562 each and totaling 11,250 to help secure and maintain health insurance policies.”

“PROGRAM ACCOMPLISHMENTS - EDUCATIONAL SUPPORT Since 2004, the Whale Foundation has offered annual educational scholarships, named in honor of iconic river guide Kenton Grua, to Grand Canyon river guides seeking to further their education outside of the field of guiding, whether for a degree, certification or course. In 2019, the organization awarded scholarships of 2,000 each to five guides, totaling 10,000 and representing a 25 increase over 2018.”

“PROGRAM ACCOMPLISHMENTS - OUTREACH/OTHER The organization continued to maintain its website and improve the information available to its constituents. The organization has streamlined the invoicing system used by counselors and improved data collection and analysis to better understand and serve the needs of clients. Additionally the organization co-sponsored with Grand Canyon River Guides a diversity training session attended by 28 guides in March 2019. The training provided skills to avoid and/or manage unprofessional or harmful situations, including harassment, bullying, sexual misconduct, and racial or gender discrimination.”

“- INVESTMENT INCOME see detailed schedule attached - 31,861 of the total investment income of 36,523 for 2019 represents net realized and unrealized gains on investments for the year. The organization is unable to break out realized from unrealized gains as the investment reports of the brokerage firm do not include this level of detail and cannot provide it upon request.”