MONTEREY BAY AQUARIUM RESEARCH INSTITUTE: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM RESEARCH INSTITUTE (EIN 77-0150580)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201642249349100019
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees 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 | 2016-08-11T09:28:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Mission Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 8317751700 | 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 | 950399644 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Basilio Martinez | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 8317751700 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joan S McMahon Managing Director | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,913,907 | 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 | $47,300,728 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,410 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,410 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,375 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,375 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $171,859 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $171,859 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $171,859 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $171,859 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $320,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $288,110 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $268,861 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $288,110 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $48,088,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,505 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $467,754 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $755,183 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $702,740 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,965,374 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,442,379 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,560,881 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,187,941 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77,148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $78,435 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $181,896 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $181,896 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,307 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,463,947 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $34,936 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $34,936 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,453,956 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,435,578 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $748,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $748,295 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $181,566 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $181,841 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,216,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,523 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $94,523 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,441,382 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,609,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $129,459 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,405,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,861,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $129,459 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,657,294 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,772,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $338,295 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,843,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,888,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,888,567 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $155,712 | AcctRcvblAmt |
| Acct Rcvbl BOY | $78,405 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $155,712 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $155,712 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $49,712,749 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $50,519,913 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $50,519,913 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $69,115 | InventoriesBOYAmt |
| Inventories EOY | $637,309 | InventoriesEOYAmt |
| Inventories EOYFMV | $637,309 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $4,644,294 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,013,758 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,013,758 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $167,005,062 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,306,914 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $52,048,865 | LandBOYAmt |
| Land EOY | $50,698,148 | LandEOYAmt |
| Land EOYFMV | $50,698,148 | LandEOYFMVAmt |
| Total Assets BOY | $115,397,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,913,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,913,907 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,022,664 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,243,291 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,216,019 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,110,755 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $31,646,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $38,172,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $41,884,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,526,046 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $34,538,486 | UnrestrictedBOYAmt |
| Unrestricted EOY | $26,634,328 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $38,974,052 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $39,753,533 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,512,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,387,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,397,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,913,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,512,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,772,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,739,801 | SubtotalAmt |
| Other Decreases | $3,351,940 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,387,861 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,865,777 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,976,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.062608 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,888,504 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,677,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.355089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,309,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,520,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.233866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,336,221 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,616,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.549811 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,664,241 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,289,673 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.724992 | DistributionYr5Rt |
| Total Distribution | 16.926366 | TotalDistributionRt |
| Average Distribution | 3.385273 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,912,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,483,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,486,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,781,222 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,381 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,381 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,381 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,381 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,381 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MBARI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Rehkopf | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8317751704 | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|
| Applies To All Directors Officers | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | (See Statement 15) | 0.00 | $0 | $0 | $0 |
| Julie Packard | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Chairman | 4.00 | $0 | $0 | $0 |
| Dr Joseph P Allen | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $0 | $0 | $0 |
| Edward William Barnholt | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $1,500 | $0 | $0 |
| Dr Francine Berman | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $4,500 | $0 | $0 |
| Dr Joel Birnbaum | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Nancy Burnett | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $0 | $0 | $0 |
| Christopher Burnett | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $0 | $0 | $0 |
| Dr Curtis Collins | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Dr Susan Hackwood | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $4,500 | $0 | $0 |
| Dr Eric Hartwig | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $4,500 | $0 | $0 |
| Dr G Ross Heath | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Basilio Martinez | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Chief Financial Officer | 40.00 | $90,705 | $8,042 | $0 |
| Dean O Morton | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Dr Norman Pace | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| C Michael Pinto | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Chief Financial Officer | 40.00 | $294,182 | $44,073 | $0 |
| Dr Karl Pister | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Dr Chris Scholin | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | President/CEO | 40.00 | $307,296 | $74,167 | $0 |
| Dr George N Somero | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Dr Robert C Spindel | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | $6,000 | $0 | $0 |
| Barbara P Wright | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director & Secretary | 1.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| Steve Etchemendy | ||||||||
| 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Director of Marine O | 40.00 | $242,937 | $50,641 | $0 |
| Dr Peter Brewer | ||||||||
| 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Sr. Scientist | 40.00 | $228,694 | $57,195 | $0 |
| Dr Robert Vrijenhoek | ||||||||
| 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Sr. Scientist | 40.00 | $225,086 | $59,191 | $0 |
| Dr Bruce Robison | ||||||||
| 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Sr. Scientist | 40.00 | $230,486 | $50,722 | $0 |
| Douglas Au | ||||||||
| 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Engineering Director | 40.00 | $224,333 | $33,549 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 180 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Embarcadero Center | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Accountants | ServiceTypeTxt |
| Compensation | $157,296 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOPMENT OF OCEANOGRAPHIC INSTRUMENTS - DNA PROBES, SEAFLOOR MAPPING SYSTEMS, IN SITU ANALYZERS/SAMPLERS, CHEMICAL SENSORS, ETC. | Description1Txt |
| Expenses1 | $8,284,714 | Expenses1Amt |
| Description2 | NEW TECHNOLOGY DATA COLLECTION VEHICLES - AUV DEVELOPMENT AND ENHANCEMENTS, ROV UPGRADES AND ENHANCEMENTS AND NEW COASTAL RESEARCH VESSEL | Description2Txt |
| Expenses2 | $1,561,339 | Expenses2Amt |
| Description3 | STUDY THE COMPOSITION, STRUCTURE, ECOLOGICAL DYNAMICS AND POPULATION DYNAMICS OF THE WATER COLUMNS AND SEAFLOOR OF THE MONTEREY BAY AND OTHER WEST COAST SITES | Description3Txt |
| Expenses3 | $11,240,070 | Expenses3Amt |
| Description4 | MAINTAIN AN OCEAN OBSERVATORY SYSTEM AND A DATA REFERENCE SYSTEM WHICH WOULD PROVIDE THE OCEANOGRAPHIC COMMUNITY WITH ACCESS TO KEY DATA AND DATA COLLECTION OPPORTUNITIES | Description4Txt |
| Expenses4 | $2,192,387 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,407,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,731,911 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,139,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,139,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $227,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,912,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $745,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,657,294 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,123,928 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $47,781,222 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,781,222 | AdjustedQualifyingDistriAmt |
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 | $338,295 | CurrentYearAmt |
| Year1 | $287,114 | Year1Amt |
| Year2 | $244,237 | Year2Amt |
| Year3 | $476,033 | Year3Amt |
| Total | $1,345,679 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $287,551 | CurrentYearAmt |
| Year1 | $244,047 | Year1Amt |
| Year2 | $207,601 | Year2Amt |
| Year3 | $404,628 | Year3Amt |
| Total | $1,143,827 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,781,222 | CurrentYearAmt |
| Year1 | $45,865,777 | Year1Amt |
| Year2 | $45,888,504 | Year2Amt |
| Year3 | $40,312,058 | Year3Amt |
| Total | $179,847,561 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $251,500 | CurrentYearAmt |
| Year1 | $15,500 | Year1Amt |
| Year2 | $245,000 | Year2Amt |
| Year3 | $247,500 | Year3Amt |
| Total | $759,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,529,722 | CurrentYearAmt |
| Year1 | $45,850,277 | Year1Amt |
| Year2 | $45,643,504 | Year2Amt |
| Year3 | $40,064,558 | Year3Amt |
| Total | $179,088,061 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $497,085 | CurrentYearAmt |
| Year1 | $499,202 | Year1Amt |
| Year2 | $455,909 | Year2Amt |
| Year3 | $317,355 | Year3Amt |
| Total | $1,769,551 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Washington | |||||||
| School of Oceanography | Seattle | WA | 98195 | None | PC | NOVAE Workshop Sponsorship | $5,000 |
| Moss Landing Marine Labs | |||||||
| 8272 Moss Landing Road | Moss Landing | CA | 95039 | None | PC | Support for marine lab operations and their 50th Anniversary | $1,000 |
| Leland Stanford Jr Univ | |||||||
| William F Durand Building | Stanford | CA | 95305 | None | PC | Support for collaborative research program | $240,000 |
| Monterey County Office of Education (Science & Engineering Fair) | |||||||
| PO Box 80851 | Salinas | CA | 93912 | None | PC | Donation to Science Fair, 2015 | $2,500 |
| Science Buddies | |||||||
| PO Box 5038 | Carmel | CA | 93921 | None | PC | Support for education tools for K-12 science, technology, engineering and math in 3 local counties. | $1,500 |
| Stanford University Sea Lion Bowl | |||||||
| 397 Panama Mall | Stanford | DC | 94305 | None | PC | NOSB Sea Lion Bowl, promote interest in ocean science | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leland Stanford Jr 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 | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support for collaborative research program | GrantOrContributionPurposeTxt |
| Amt | $240,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $240,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,410 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,375 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $171,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320,000 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Recycled Materials | 01 | $2,600 |
| Earned Discounts | 01 | $1,512 |
| Royalty Receipts | 15 | $268,861 |
| Misc. Refunds | 01 | $75 |
| Sale of Misc Items | 01 | $3,080 |
| Wells Fargo VISA Revenue Share | 01 | $11,982 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $787,754 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $787,754 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (25 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Berkeley Seismological Laboratory | ||||||||||
| 1 | 299 McCone Hall | Berkeley | CA | 947204760 | $11,871 | Yes (X) | ||||
| Canadian Institute for Advanced Res | ||||||||||
| 2 | $6,505 | Yes (X) | 180 Dundas St W Ste 1400 | Toronto | ON | CA | ||||
| David and Lucile Packard Foundation | ||||||||||
| 3 | 300 Second Street Suite 200 | Los Altos | CA | 94022 | $39,753,533 | Yes (X) | ||||
| Gordon and Betty Moore Foundation T | ||||||||||
| 4 | 1661 Page Mill Road | Palo Alto | CA | 94304 | $780,241 | Yes (X) | ||||
| International Research Institute St | ||||||||||
| 5 | $76,675 | Yes (X) | PO Box 8046 | Stavanger | NO | |||||
| Dave and Judi Zaches Foundation | ||||||||||
| 6 | PO Box 2410 | Monterey | CA | 939422410 | $5,000 | Yes (X) | ||||
| Monterey Bay Aquarium | ||||||||||
| 7 | 886 Cannery Row | Monterey | CA | 93940 | $71,796 | Yes (X) | ||||
| National Institute of Health | ||||||||||
| 8 | 45 Center Drive | Bethesda | MD | 20814 | $58,005 | Yes (X) | ||||
| National Oceanic and Atmospheric Ad | ||||||||||
| 9 | 1100 Wayne Ave 1210 | Silver Springs | MD | 209103283 | $2,099,350 | Yes (X) | ||||
| National Science Foundation | ||||||||||
| 10 | 4201 Wilson Blvd | Arlington | VA | 22230 | $2,049,163 | Yes (X) | ||||
| Office of Naval Research | ||||||||||
| 11 | 300 5th Ave St 710 | Seattle | WA | 981042398 | $263,540 | Yes (X) | ||||
| Stanford University | ||||||||||
| 12 | 340 Panama Street | Stanford | CA | 943054125 | $271,841 | Yes (X) | ||||
| University of California Santa Cruz | ||||||||||
| 13 | 1156 High Street | Santa Cruz | CA | 95064 | $100,205 | Yes (X) | ||||
| University of Washington | ||||||||||
| 14 | 4333 Brooklyn Ave NE | Seattle | WA | 981959472 | $51,992 | Yes (X) | ||||
| Woods Hole Oceanographic Institutio | ||||||||||
| 15 | 86 Water Street | Woods Hole | MA | 025431041 | $28,885 | Yes (X) | ||||
| Natural Resources Canada | ||||||||||
| 16 | $9,500 | Yes (X) | 9860 West Saanich Road | Sidney | BC | CA | ||||
| National Oceanic and Atmospheric Ad | ||||||||||
| 17 | 325 Broadway | Boulder | CO | 80305 | $40,764 | Yes (X) | ||||
| Orange County Sanitation District | ||||||||||
| 18 | 10844 Ellis Avenue | Fountain Valley | CA | 927087018 | $79,167 | Yes (X) | ||||
| University of British Columbia | ||||||||||
| 19 | $159,323 | Yes (X) | 3529 University Blvd | Vancouver | BC | CA | ||||
| University of Chicago | ||||||||||
| 20 | 6030 S Ellis Avenue | Chicago | IL | 60637 | $120,777 | Yes (X) | ||||
| University of South Florida | ||||||||||
| 21 | 3702 Spectrum Blvd Ste 165 | Tampa | FL | 33612 | $128,660 | Yes (X) | ||||
| Princeton University | ||||||||||
| 22 | PO Box 36 | Princeton | NJ | 085442020 | $765,258 | Yes (X) | ||||
| University of Southampton | ||||||||||
| 23 | $83,788 | Yes (X) | European Way | Southampton | UK | |||||
| So Cal Coastal Water Research Proje | ||||||||||
| 24 | 3535 Harbor Blvd Suite 110 | Costa Mesa | CA | 926262537 | $95,259 | Yes (X) | ||||
| University of Hull Research Funding | ||||||||||
| 25 | $183,812 | Yes (X) | Cottingham Road | Hull | UK | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Deloitte & Touche LLP - Tax Review | $7,300 | $0 | $0 | $7,300 |
| Ryan McDonald - Audit | $17,300 | $0 | $0 | $17,300 |
| PricewaterhouseCoopers LLP - Audit | $157,296 | $0 | $0 | $157,296 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|
| LAND | 1999-06-30 | $4,236,219 | 0.000000000000 | $0 | $0 | $0 | |
| BUILDINGS | 1999-06-30 | $45,388,293 | 0.000000000000 | $0 | $0 | $0 | $28,415,529 |
| BUILDING IMPROVEMENTS | 1999-06-30 | $5,016,744 | 0.000000000000 | $0 | $0 | $0 | $4,166,489 |
| FURNITURE & FIXTURES | 1999-06-30 | $1,202,296 | 0.000000000000 | $0 | $0 | $0 | $1,200,983 |
| VEHICLES | 1999-06-30 | $575,457 | 0.000000000000 | $0 | $0 | $0 | $505,080 |
| EQUIPMENT - GENERAL | 1999-06-30 | $12,442,915 | 0.000000000000 | $0 | $0 | $0 | $11,532,540 |
| EQUIPMENT - OFFICE | 1999-06-30 | $146,150 | 0.000000000000 | $0 | $0 | $0 | $144,888 |
| EQUIPMENT - COMPUTER | 1999-06-30 | $1,737,725 | 0.000000000000 | $0 | $0 | $0 | $1,387,124 |
| EQUIPMENT - VIDEO & CAMERA | 1999-06-30 | $942,331 | 0.000000000000 | $0 | $0 | $0 | $890,988 |
| EQUIPMENT - MACHINE SHOP | 1999-06-30 | $781,400 | 0.000000000000 | $0 | $0 | $0 | $698,725 |
| EQUIPMENT - POSITIONING | 1999-06-30 | $125,206 | 0.000000000000 | $0 | $0 | $0 | $125,206 |
| SOFTWARE | 1999-06-30 | $672,536 | 0.000000000000 | $0 | $0 | $0 | $633,125 |
| OCEAN DEPLOYED EQUIPMENT | 1999-06-30 | $26,232,173 | 0.000000000000 | $0 | $0 | $0 | $11,876,125 |
| SHIPS | 1999-06-30 | $38,280,465 | 0.000000000000 | $0 | $0 | $0 | $33,720,646 |
| SHIPBOARD EQUIPMENT | 1999-06-30 | $4,564,093 | 0.000000000000 | $0 | $0 | $0 | $3,727,116 |
| REMOTELY OPERATED VEHICLES | 1999-06-30 | $4,704,589 | 0.000000000000 | $0 | $0 | $0 | $4,560,968 |
| ROV IMPROVEMENTS | 1999-06-30 | $6,134,583 | 0.000000000000 | $0 | $0 | $0 | $4,275,288 |
| AUTONOMOUS UNDERWATER VEHICLES | 1999-06-30 | $4,869,690 | 0.000000000000 | $0 | $0 | $0 | $4,561,950 |
| AUV IMPROVEMENTS | 1999-06-30 | $4,641,597 | 0.000000000000 | $0 | $0 | $0 | $3,884,144 |
| FIXED ASSET PURCHASES IN PROCESS | 2015-06-30 | $553,905 | 0.000000000000 | $0 | $0 | $0 | |
| CONSTRUCTION IN PROCESS | 2015-06-30 | $3,756,695 | 0.000000000000 | $0 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Trade-in of Multibeam Sonar | AssetDesc |
| Acquired | 2006-10 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2015-08 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teledyne Reson | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $320,000 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $320,000 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| ADDITIONAL COMMENT FOR STATEMENT 13 | FORM 990-PF, PART VIII, LINE 1, STATEMENT 13In addition to the amount of compensation paid to each director and officer (if any), in 2014 MBARI paid D&O insurance premiums of $39,590 (10/2014 - 9/2015) and in 2015 paid D&O premiums of $41,491 (10/2015 - 9/2016), of which $40,065 is allocable to 2015 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 LLP, 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 2015 were $18,370. This amount is included in the appropriate Statement pertaining to Legal Fees. |
| Tangible Property Elections | Section 1.263(a)-1(f) De Minimis Safe Harbor ElectionTaxpayer 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 ElectionTaxpayer 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 (21 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $4,236,219 | $0 | $4,236,219 |
| BUILDINGS | $45,388,293 | $28,415,529 | $16,972,764 |
| BUILDING IMPROVEMENTS | $5,016,744 | $4,166,489 | $850,255 |
| FURNITURE & FIXTURES | $1,202,296 | $1,200,983 | $1,313 |
| VEHICLES | $575,457 | $505,080 | $70,377 |
| EQUIPMENT - GENERAL | $12,442,915 | $11,532,540 | $910,375 |
| EQUIPMENT - OFFICE | $146,150 | $144,888 | $1,262 |
| EQUIPMENT - COMPUTER | $1,737,725 | $1,387,124 | $350,601 |
| EQUIPMENT - VIDEO & CAMERA | $942,331 | $890,988 | $51,343 |
| EQUIPMENT - MACHINE SHOP | $781,400 | $698,725 | $82,675 |
| EQUIPMENT - POSITIONING | $125,206 | $125,206 | $0 |
| SOFTWARE | $672,536 | $633,125 | $39,411 |
| OCEAN DEPLOYED EQUIPMENT | $26,232,173 | $11,876,125 | $14,356,048 |
| SHIPS | $38,280,465 | $33,720,646 | $4,559,819 |
| SHIPBOARD EQUIPMENT | $4,564,093 | $3,727,116 | $836,977 |
| REMOTELY OPERATED VEHICLES | $4,704,589 | $4,560,968 | $143,621 |
| ROV IMPROVEMENTS | $6,134,583 | $4,275,288 | $1,859,295 |
| AUTONOMOUS UNDERWATER VEHICLES | $4,869,690 | $4,561,950 | $307,740 |
| AUV IMPROVEMENTS | $4,641,597 | $3,884,144 | $757,453 |
| FIXED ASSET PURCHASES IN PROCESS | $553,905 | $0 | $553,905 |
| CONSTRUCTION IN PROCESS | $3,756,695 | $0 | $3,756,695 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (6 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Kennedy, Archer & Giffen | $6,080 | $0 | $0 | $6,080 |
| Finch Montgomery Wright LLP | $18,370 | $0 | $0 | $18,370 |
| Lumen Patent Firm | $10,280 | $0 | $0 | $10,280 |
| The Wagner Law Group | $36,120 | $0 | $0 | $37,407 |
| Miscellaneous Legal | $2,807 | $0 | $0 | $2,807 |
| Fischer & Associates | $3,491 | $0 | $0 | $3,491 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Effect of Actuarial Losses & Amortization for Postretirement Benefit Plan | Desc |
| Amt | $3,351,940 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Expensed Equipment | $416,804 | $0 | $0 | $408,212 |
| General & Lab Supplies | $3,260,533 | $0 | $0 | $3,262,812 |
| Recruitment | $107,410 | $0 | $0 | $107,410 |
| Freight & Postage | $123,009 | $0 | $0 | $123,009 |
| Outside Services - General | $940,520 | $0 | $0 | $1,173,710 |
| Outside Services - Subawards | $1,976,857 | $0 | $0 | $1,956,021 |
| External Shiptime & Equip Rental | $58,616 | $0 | $0 | $83,908 |
| Insurance | $588,433 | $0 | $0 | $588,433 |
| Maintenance & Repair | $1,568,252 | $0 | $0 | $1,546,250 |
| Royalty Expense | $94,523 | $94,523 | $94,523 | $108,694 |
| MBARI Ship/ROV/AUV Usage | -$82,500 | $0 | $0 | -$82,500 |
| Miscellaneous | $163,785 | $0 | $0 | $165,423 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Recycled Materials | $2,600 | $2,600 | |
| Earned Discounts | $1,512 | $1,512 | |
| Royalty Receipts | $268,861 | $268,861 | $268,861 |
| Misc. Refunds | $75 | $75 | |
| Sale of Misc Items | $3,080 | $3,080 | |
| Wells Fargo VISA Revenue Share | $11,982 | $11,982 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postretirement Benefit Liabilities | Desc |
| BOY Book Value | $31,646,000 | BOYBookValueAmt |
| EOY Book Value | $38,172,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| State of California | $255 | $0 | $0 | $255 |
| Internal Revenue Service | $5,052 | $0 | $0 | $5,052 |