MONTEREY BAY AQUARIUM RESEARCH INSTITUTE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM RESEARCH INSTITUTE (EIN 77-0150580)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102723
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:23:06+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770150580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8317751788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Sandholdt Road | AddressLine1Txt |
| City | Moss Landing | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Basilio Martinez | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8317751731 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $260,415,595 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $80,754,578 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,613,146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,613,146 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,613,146 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $0 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $0 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $41,183 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $41,183 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $41,183 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $41,183 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$129,275 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $199,143 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $121,738 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $121,738 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $84,478,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,776,067 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,776,067 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $749,038 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $749,038 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,177,155 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,177,155 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,693,468 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,693,468 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $388,614 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $394,130 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $164,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $164,295 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $57,293 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $57,293 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,016 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,096,336 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,560,406 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,536,950 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,301,445 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,342,114 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $120,589 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $87,648 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,084,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $27,574 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,258,708 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,446,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,574 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,461,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,546,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,574 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,561,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,932,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,748,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,748,493 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,192,147 | CashBOYAmt |
| Cash EOY | $1,787,138 | CashEOYAmt |
| Cash EOYFMV | $1,787,138 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,394,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,910,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,910,118 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $126,910 | AcctRcvblAmt |
| Acct Rcvbl BOY | $263,345 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $126,910 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $126,910 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $74,958,737 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $65,371,964 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $65,371,964 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $63,254 | InventoriesBOYAmt |
| Inventories EOY | $63,254 | InventoriesEOYAmt |
| Inventories EOYFMV | $63,254 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $2,034,925 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,445,120 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,445,120 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $208,126,507 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,127,985 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $61,245,629 | LandBOYAmt |
| Land EOY | $83,998,522 | LandEOYAmt |
| Land EOYFMV | $83,998,522 | LandEOYFMVAmt |
| Other Assets BOY | $38,480,974 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,712,569 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,712,569 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $243,633,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,415,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $260,415,595 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,781,427 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,941,430 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,741,625 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $271,577 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $19,120,607 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,702,155 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $35,643,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,915,162 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $205,489,417 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $215,050,429 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,450,004 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,989,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,500,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $243,633,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $260,415,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,989,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,932,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $225,922,015 | SubtotalAmt |
| Other Decreases | $3,421,582 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $222,500,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DISPOSAL OF FIXED ASSETS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cost Or Other Basis | $129,275 | CostOrOtherBasisAmt |
| Gain Or Loss | -$129,275 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$129,275 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$129,275 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,019 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $23,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $68,519 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,415 | OverpaymentAmt |
| Applied To ES Tax | $16,415 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MBARI.ORG | WebsiteAddressTxt |
| Individual With Books | Chris Di Salvo | IndividualWithBooksNm |
| Phone | 8317751788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Sandholdt Road | AddressLine1Txt |
| City | Moss Landing | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950399644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Dr Christopher Scholin | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | President & CEO | 40.000 | $411,666 | $78,910 | $0 |
| Basilio Martinez | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | CFO | 40.000 | $271,372 | $29,208 | $0 |
| Julie Packard | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Chairman | 4.000 | $0 | $0 | $0 |
| Dona Crawford | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Edward Barnholt | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Dr Franklin Orr | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Vice Chairman | 4.000 | $0 | $0 | $0 |
| Dr Joel Birnbaum | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Nancy Burnett | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $0 | $0 | $0 |
| Christopher Burnett | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $0 | $0 | $0 |
| Dr Curtis Collins | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Dr Susan Hackwood | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Dr Eric Hartwig | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Dr G Ross Heath | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Dr Jyotika Virmani | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| John Zicker | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Dr George Somero | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
| Barbara Wright | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director/Secretary | 4.000 | $0 | $0 | $0 |
| Dr Lisa White | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Director | 4.000 | $6,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Kelly Benoit Bird | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Science Chair | 40.000 | $288,685 | $51,379 | $0 |
| Heidi Cullen | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Comm. Director | 40.000 | $337,274 | $61,253 | $0 |
| John A Hamilton | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Engineering Chair | 40.000 | $267,398 | $41,789 | $0 |
| Bruce Robison | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | Scientist | 40.000 | $265,939 | $41,308 | $0 |
| Norman Steinberg | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 95039 | HR Director | 40.000 | $284,730 | $55,230 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 193 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Allied Universal Security Services | ||||||
| 1473 N Davis Road | Salinas | CA | 93906 | SECURITY SERVICES | $267,173 | |
| Pricewaterhouse Coopers LLP | ||||||
| 405 Howard St | San Francisco | CA | 94105 | Accountants | $142,500 | Suite 600 |
| Barderry Applied Research LLC | ||||||
| 7 Hemlock Trail | Nottingham | NH | 03290 | Software | $126,202 | |
| Hirschfeld Kramer LLP | ||||||
| 456 Montgomery St Suite 2200 | San Francisco | CA | 94104 | Legal services | $125,023 | |
| Cooley LLP | ||||||
| 3 Embarcadero Center | San Francisco | CA | 94111 | Legal Services | $124,024 | 20th floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Study the composition, structure, ecological dynamics and population dynamics of the water columns and sea-floor of the Monterey Bay and other West Coast sites. | Description1Txt |
| Expenses1 | $9,832,815 | Expenses1Amt |
| Description2 | Development of oceanographic instruments - DNA probes, sea-floor mapping systems, In Situ analyzers/samplers, chemical sensors, etc. | Description2Txt |
| Expenses2 | $7,364,490 | Expenses2Amt |
| Description3 | New technology data collection vehicles - AUV development and enhancements, and ROV upgrades and enhancements. | Description3Txt |
| Expenses3 | $2,295,747 | Expenses3Amt |
| Description4 | Maintain an ocean observatory system and a data reference system which provides the oceanographic community with access to key data and data collection opportunities. | Description4Txt |
| Expenses4 | $1,350,446 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,291,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,291,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $68,291,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,024,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,267,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,363,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,561,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $28,123,000 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $87,684,815 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1988-05-03 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,363,373 | CurrentYearAmt |
| Year1 | $1,104,413 | Year1Amt |
| Year2 | $318,128 | Year2Amt |
| Year3 | $549,095 | Year3Amt |
| Total | $5,335,009 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,858,867 | CurrentYearAmt |
| Year1 | $938,751 | Year1Amt |
| Year2 | $270,409 | Year2Amt |
| Year3 | $466,731 | Year3Amt |
| Total | $4,534,758 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,684,815 | CurrentYearAmt |
| Year1 | $70,588,687 | Year1Amt |
| Year2 | $62,316,891 | Year2Amt |
| Year3 | $51,782,307 | Year3Amt |
| Total | $272,372,700 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $100,000 | CurrentYearAmt |
| Year1 | $320,500 | Year1Amt |
| Year2 | $245,500 | Year2Amt |
| Year3 | $252,000 | Year3Amt |
| Total | $918,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,584,815 | CurrentYearAmt |
| Year1 | $70,268,187 | Year1Amt |
| Year2 | $62,071,391 | Year2Amt |
| Year3 | $51,530,307 | Year3Amt |
| Total | $271,454,700 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,242,249 | CurrentYearAmt |
| Year1 | $2,473,023 | Year1Amt |
| Year2 | $1,892,536 | Year2Amt |
| Year3 | $1,021,334 | Year3Amt |
| Total | $7,629,141 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leland Stanford Dr Univ | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | William F Durand Building | AddressLine1Txt |
| City | Stanford | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support for collaborative research program. | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,613,146 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $41,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$129,275 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| AP Discounts | 1 | $800 |
| Credit Card Revenue Sharing | 1 | $51,986 |
| Other | 1 | $18,059 |
| Recycled Materials | 1 | $6,560 |
| Royalties | 15 | $121,738 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,853,472 | ExclusionAmt |
| Related Or Exempt Function Incm | -$129,275 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,724,197 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | MBARI develops and utilizes instrumentation that can be deployed in the ocean for long durations of time. As a result of being deployed in the ocean, instrumentation is subject to various elements which lead to an asset being destroyed or rendered inoperable prior to the end of its useful life. The losses disclosed pertain to losses of this nature. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (33 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| David and Lucile Packard Foundation | ||||||||||
| 1 | 342 2nd St | Los Altos | CA | 94022 | $54,926,032 | Yes (X) | ||||
| National Science Foundation | ||||||||||
| 2 | 4201 Wilson Blvd | Arlington | VA | 22230 | $11,918,058 | Yes (X) | ||||
| National Oceanic & Atmospheric Adm | ||||||||||
| 3 | 1100 Wayne Ave 1210 | Silver Springs | MD | 209103283 | $3,792,615 | Yes (X) | ||||
| Princeton University | ||||||||||
| 4 | PO Box 34 | Princeton | NJ | 08544 | $1,052,965 | Yes (X) | ||||
| US Geological Survey | ||||||||||
| 5 | 12201 Sunrise Valley Dr | Reston | VA | 20192 | $881,424 | Yes (X) | ||||
| Monterey Bay Aquarium | ||||||||||
| 6 | 866 Cannery Row | Monterey | CA | 93940 | $500,000 | Yes (X) | ||||
| UC San Diego | ||||||||||
| 7 | 9500 Gilman Dr | San Diego | CA | 920930955 | $380,471 | Yes (X) | ||||
| Gordon and Betty Moore Foundation | ||||||||||
| 8 | 1661 Page Mill Road | Palo Alto | CA | 94304 | $379,959 | Yes (X) | ||||
| University of Miami | ||||||||||
| 9 | 4600 Rickenbacker Causeway | Miami | FL | 33149 | $359,858 | Yes (X) | ||||
| National Philanthropic Trust | ||||||||||
| 10 | 165 Township Line RoadSte 1200 | Jenkintown | PA | 19046 | $346,194 | Yes (X) | ||||
| Department of Energy | ||||||||||
| 11 | 9800 South Cass Avenue | Argonne | IL | 60439 | $247,289 | Yes (X) | ||||
| State of CA Natural Resource Agency | ||||||||||
| 12 | 715 P St 20th Floor | Sacramento | CA | 95814 | $160,223 | Yes (X) | ||||
| Schmidt Ocean Institute | ||||||||||
| 13 | 505 Hamilton Ave Suite 210 | Palo Alto | CA | 94301 | $144,004 | Yes (X) | ||||
| National Aeronautics & Space Admin | ||||||||||
| 14 | Greenbelt Road - Code 155/ Bui | Greenbelt | MD | 207710001 | $124,461 | Yes (X) | ||||
| University of New Hampshire | ||||||||||
| 15 | 24 Colovos Road | Durham | NH | 03824 | $106,771 | Yes (X) | ||||
| University of Washington | ||||||||||
| 16 | 4333 Brooklyn Ave NE | Seattle | WA | 981959472 | $74,569 | Yes (X) | ||||
| University of Rhode Island | ||||||||||
| 17 | OSP 70 Lower College Rd | Kingston | RI | 02881 | $64,516 | Yes (X) | ||||
| Simons Foundation | ||||||||||
| 18 | 160 Fifth Avenue | New York | NY | 10010 | $61,763 | Yes (X) | ||||
| Consolidated Safety Services | ||||||||||
| 19 | 2750 Prosperity Ave Ste 220 | Fairfax | VA | 22031 | $41,128 | Yes (X) | ||||
| University of Maine | ||||||||||
| 20 | 5717 Corbett Hall | Orono | ME | 04469 | $38,053 | Yes (X) | ||||
| American Online Giving | ||||||||||
| 21 | 40 East Main Street | Newark | DE | 19711 | $36,653 | Yes (X) | ||||
| Maxwell Hanrahan Foundation | ||||||||||
| 22 | 3130 Alpine Rd Suite 288 | Portola Valley | CA | 94028 | $30,000 | Yes (X) | ||||
| Naval Research Laboratory | ||||||||||
| 23 | 1005 Balch Blvd | Stennis Space Center | MS | 39529 | $28,220 | Yes (X) | ||||
| Univ of Texas at Austin | ||||||||||
| 24 | PO Box 7726 | Austin | TX | 78713 | $24,916 | Yes (X) | ||||
| Humboldt State University | ||||||||||
| 25 | 1 Harpst Street SBS 325 | Arcata | CA | 95211 | $17,935 | Yes (X) | ||||
| UC - Santa Cruz | ||||||||||
| 26 | 1156 High Street | Santa Cruz | CA | 95064 | $15,624 | Yes (X) | ||||
| Stanford University | ||||||||||
| 27 | 340 Panama Street | Stanford | CA | 943054125 | $7,810 | Yes (X) | ||||
| Sorbonne University | ||||||||||
| 28 | $7,546 | Yes (X) | 4 place Jussieu | Paris | FR | 75005 | ||||
| Cigna Health | ||||||||||
| 29 | 900 Cottage Grove Road | Hartford | CT | 06152 | $7,500 | Yes (X) | ||||
| Fidelity Charitable | ||||||||||
| 30 | PO Box 770001 | Cincinnati | OH | 45277 | $5,200 | Yes (X) | ||||
| Classic Hotel and Restaurant | ||||||||||
| 31 | 8000 S Arizona Grand Parkway | Phoenix | AZ | 85044 | $5,000 | Yes (X) | ||||
| UC Berkeley | ||||||||||
| 32 | 174 Stanley Hall | Berkeley | CA | 94720 | $5,000 | Yes (X) | ||||
| Valley Christian Schools | ||||||||||
| 33 | 100 Skyway Drive | San Jose | CA | 95111 | $5,000 | Yes (X) | ||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| North Bay Pensions | $6,300 | $6,300 |
| Deloitte Tax LLP | $15,745 | $15,745 |
| PriceWaterhouse Coopers | $142,250 | $142,250 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation | PropertyDesc |
| Current Year Expense | $7,096,336 | CurrentYearExpenseAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Compensation | Form 990-PF, Part VII, Line 1 | In addition to the amount of compensation paid to each director and officer (if any), in 2023 MBARI paid E&O insurance premiums of $37,095 (10/2023 - 9/2024)and in 2022 paid D&O premiums of $37,094 (10/2022-9/2023) of which $37,094 is allocable to 2023 and to these individuals as a nontaxable working condition fringe benefit. Barbara P. Wright is an officer and director of MBARI. Her firm, Finch Montgomery Wright PC, provides legal services to MBARI. Fees for those services are paid to the firm and are for legal services, not for services in her capacity as an officer or director. Fees paid and expenses reimbursed to the firm in 2023 were $66,050. This amount is included in the appropriate Statement pertaining to Legal Fees. |
| Tangible property elections | Tangible property elections | Section 1.263(a)-1(f) De Minimis Safe Harbor Election Taxpayer is making the de minimis safe harbor election under Treas. Reg. 1.263(a)-1(f) for all eligible amounts paid or incurred during the taxable year. Section 1.263(a)-3(n) Capitalization Election Taxpayer hereby elects to capitalize repair and maintenance costs under Treas. Reg. 1.263 (a)-3(n). The costs were incurred during the taxable year in the electing taxpayer's trade or business and the electing taxpayer treats such costs as capital expenditures on its books and records. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto/Transportation Equipment | $632,862 | $569,845 | $63,017 | $63,017 |
| Furniture and Fixtures | $1,150,196 | $1,115,393 | $34,803 | $34,803 |
| Machinery and Equipment | $55,479,520 | $43,414,812 | $12,064,708 | $12,064,708 |
| Buildings | $54,407,468 | $38,956,905 | $15,450,563 | $15,450,563 |
| Improvements | $13,430,417 | $6,046,107 | $7,384,310 | $7,384,310 |
| Land | $4,236,219 | $4,236,219 | $4,236,219 | |
| CIP | $35,891,792 | $35,891,792 | $35,891,792 | |
| SOFTWARE | $2,680,703 | $1,151,153 | $1,529,550 | $1,529,550 |
| SHIP & SHIPBOARD EQUIPMENT | $12,899,089 | $8,991,548 | $3,907,541 | $3,907,541 |
| REMOTELY OPERATED VEHICLES | $14,750,906 | $11,750,528 | $3,000,378 | $3,000,378 |
| AUTONOMOUS UNDERWATER VEHICLES | $12,567,335 | $12,131,694 | $435,641 | $435,641 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (8 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Anthony Lombardo and Associates | $10,415 | $11,741 |
| Cooley LLP | $120,241 | $124,024 |
| Finch Montgomery Wright PC | $67,350 | $66,050 |
| Hirschfeld Kramer LLP | $125,023 | $125,023 |
| Ropes & Gray | $40,718 | $40,718 |
| Ross Silverman Snyder | $4,798 | $6,505 |
| Wagner Law Group | $19,788 | $19,788 |
| Kennedy, Archer & Giffen | $281 | $281 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deposits on ship construction | $33,504,367 | $33,504,367 | $33,504,367 |
| Deposits - Lease and plan accounts | $17,116 | $17,116 | |
| DEFERRED COMPENSATION PLAN ASSETS | $4,976,607 | $5,741,155 | $5,741,155 |
| Deposits on for MARS Cabling | $449,931 | $449,931 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on retiree medical program costs | Desc |
| Amt | $3,421,582 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Business Meal | $26,567 | $26,567 | ||
| Expensed Equipment | $417,704 | $417,704 | ||
| Freight & Postage | $104,923 | $104,233 | ||
| General Lab and Supplies | $2,741,355 | $2,808,686 | ||
| Insurance | $1,021,475 | $1,239,467 | ||
| Maintenance and Repair | $2,156,402 | $2,148,226 | ||
| Miscellaneous | $248,232 | $248,184 | ||
| Outside Services | $2,647,654 | $2,582,065 | ||
| Recruitment | $186,024 | $182,919 | ||
| Royalty Expense | $27,574 | $27,574 | $27,574 | |
| Ship Time and Equipment Rental | $148,652 | $142,904 | ||
| Subawards | $11,357,753 | $11,357,753 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AP Discounts | $800 | ||
| Credit Card Revenue Share | $51,986 | ||
| Other | $18,059 | ||
| Recycled Materials | $6,560 | ||
| Royalties | $121,738 | $121,738 | $121,738 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Postretirement benefit liabilities | $14,144,000 | $14,961,000 |
| DEFERRED COMPENSATION PLAN LIABILITIES | $4,976,607 | $5,741,155 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE FEES | $820 | $820 |
| Import taxes | $59 | $59 |
| Investment tax | $52,207 | $0 |
| PCORI tax | $137 | $137 |