MONTEREY BAY AQUARIUM RESEARCH INSTITUTE: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM RESEARCH INSTITUTE (EIN 77-0150580)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201322269349100632
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T10:41:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065662 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Santa Clara Street | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770150580 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Research Institute | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 8317751700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Sandholdt Road | AddressLine1 |
| City | Moss Landing | City |
| State | CA | State |
| ZIP Code | 950399644 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C Michael Pinto | Name |
| Title | Chief Financial Officer | Title |
| Phone | 8317751700 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sharon Zorbach Director | Name |
| PTIN | P00125475 | PTIN |
| Phone | 4087044000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 117338627 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 45523145 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5581 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5581 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 5581 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 6894 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6894 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 6894 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 227129 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 227129 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 227129 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 208684 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 169585 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 225000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 985503 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 168886 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 985503 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 46917837 | TotalRevenueAndExpenses |
| Total Net Investment Income | 408490 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1225107 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 525450 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 541254 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 16462739 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 17138213 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 13412596 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 4708209 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 120666 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 117347 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 166186 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 163036 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 137 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 137 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3839 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 3839 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 9027354 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 34936 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 34936 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 2186665 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 2171869 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 802180 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 819860 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 170199 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 170199 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9374301 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 86028 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 86028 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8891265 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52252312 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 120964 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 120964 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34725228 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 247500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 247500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52499812 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 120964 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 120964 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 34972728 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5581975 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 287526 | NetInvestmentIncome |
| Adjusted Net Income | 1104143 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 500 | CashBOY |
| Cash EOY | 500 | CashEOY |
| Cash EOYFMV | 500 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6319300 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7440260 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7440260 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 66840 | AccountsReceivable |
| Accounts Receivable BOY | 31375 | AccountsReceivableBOY |
| Accounts Receivable EOY | 66840 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 66840 | AccountsReceivableEOYFMV |
| Grants Receivable BOY | 47222255 | GrantsReceivableBOY |
| Grants Receivable EOY | 48460810 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 48460810 | GrantsReceivableEOYFMV |
| Inventories For Sale Or Use BOY | 67675 | InventoriesForSaleOrUseBOY |
| Inventories For Sale Or Use EOY | 98313 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 98313 | InventoriesForSaleOrUseEOYFMV |
| Prepaid Expenses BOY | 3189843 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3572341 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3572341 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 164901735 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 107202172 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 61474993 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 57699563 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 57699563 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 118305941 | TotalAssetsBOY |
| Total Assets EOY | 117338627 | TotalAssetsEOY |
| Total Assets EOYFMV | 117338627 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 6369420 | AccountsPayableBOY |
| Accounts Payable EOY | 6843092 | AccountsPayableEOY |
| Deferred Revenue BOY | 409178 | DeferredRevenueBOY |
| Deferred Revenue EOY | 316010 | DeferredRevenueEOY |
| Other Liabilities BOY | 17284000 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 19875000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 24062598 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27034102 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 57517223 | UnrestrictedBOY |
| Unrestricted EOY | 52843883 | UnrestrictedEOY |
| Temporarily Restricted BOY | 36726120 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 37460642 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 94243343 | TotalNetAssetsBOY |
| Total Net Assets EOY | 90304525 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 118305941 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 117338627 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 94243343 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5581975 | ExcessOfRevenueOverExpenses |
| Other Increases | 1643157 | OtherIncreases |
| Subtotal | 90304525 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 90304525 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48336221 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13616560 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.549811 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41664241 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15289673 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.724992 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42932298 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9866022 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 4.351531 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 44928892 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8872868 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 5.063627 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42837984 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10583156 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 4.047751 | DistributionRatioYear5 |
| Total Distribution Ratio | 19.737712 | TotalDistributionRatio |
| Average Distribution Ratio | 3.947542 | AverageDistributionRatio |
| Net Noncharitable Assets | 9520657 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37583193 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2875 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 37586068 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40312058 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2875 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2875 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2875 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4396 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4396 | TotalCreditsAndPayments |
| Overpayment | 1521 | Overpayment |
| Amount Credited To Next Year | 1521 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MBARI.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Rehkopf | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8317751704 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Sandholdt Road | AddressLine1 |
| City | Moss Landing | City |
| State | CA | State |
| ZIP Code | 950399644 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Applies To All Directors Officers | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | (See Statement 16) | 0.00 | 0 | 0 | 0 |
| Julie Packard | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Chairman | 4.00 | 0 | 0 | 0 |
| Dr Franklin Orr Jr | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Vice-Chairman | 1.00 | 0 | 0 | 0 |
| Nancy Burnett | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 0 | 0 | 0 |
| Dr Joel Birnbaum | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
| Dr Curtis Collins | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
| Dr Eric Hartwig | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 4500 | 0 | 0 |
| Dr G Ross Heath | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
| Dean O Morton | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
| Dr Norman Pace | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 4500 | 0 | 0 |
| Dr Karl Pister | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
| Dr Robert C Spindel | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 4500 | 0 | 0 |
| Barbara P Wright | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director & Secretary | 1.00 | 0 | 0 | 0 |
| Dr George N Somero | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
| Bruce C Gilman | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 4500 | 0 | 0 |
| C Michael Pinto | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Chief Financial Officer | 40.00 | 210464 | 57971 | 0 |
| Dr Chris Scholin | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | President/CEO | 40.00 | 254986 | 53628 | 0 |
| Dr Joseph P Allen | ||||||||
| 7700 Sandholdt Road | Moss Landing | CA | 950399644 | Director | 1.00 | 6000 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| Dr Robert Vrijenhoek | 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Sr. Scientist | 40.00 | 213349 | 57776 | 0 |
| Dr Peter Brewer | 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Sr. Scientist | 40.00 | 204920 | 55125 | 0 |
| Dr James Bellingham | 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Chief Technologist | 40.00 | 204690 | 48201 | 0 |
| Kanna Rajan | 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Sr. Principal Resear | 40.00 | 195553 | 47298 | 0 |
| Stephen Etchemendy | 7700 Sandholdt Rd | Moss Landing | CA | 950399644 | Dir. of Marine Ops | 40.00 | 196778 | 28814 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 172 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Embarcadero Center | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Accountants | TypeOfService |
| Compensation | 139311 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DEVELOPMENT OF OCEANOGRAPHIC INSTRUMENTS - DNA PROBES, SEAFLOOR MAPPING SYSTEMS, IN SITU ANALYZERS/SAMPLERS, CHEMICAL SENSORS, ETC. | Description1 |
| Expenses1 | 4692605 | Expenses1 |
| Description2 | NEW TECHNOLOGY DATA COLLECTION VEHICLES - AUV DEVELOPMENT AND ENHANCEMENTS, ROV UPGRADES AND ENHANCEMENTS AND NEW COASTAL RESEARCH VESSEL | Description2 |
| Expenses2 | 2724087 | Expenses2 |
| 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 | Description3 |
| Expenses3 | 10902867 | Expenses3 |
| 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 | Description4 |
| Expenses4 | 2033059 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4464020 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5201622 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9665642 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9665642 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 144985 | CashDeemedCharitable |
| Net Noncharitable Assets | 9520657 | NetNoncharitableAssets |
| Minimum Investment Return | 476033 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 34972728 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 5339330 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 40312058 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2875 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40309183 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1988-05-03 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 476033 | CurrentYear |
| Year1 | 185722 | Year1 |
| Year2 | 469489 | Year2 |
| Year3 | 259560 | Year3 |
| Total | 1390804 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 404628 | CurrentYear |
| Year1 | 157864 | Year1 |
| Year2 | 399066 | Year2 |
| Year3 | 220626 | Year3 |
| Total | 1182183 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 40312058 | CurrentYear |
| Year1 | 48336221 | Year1 |
| Year2 | 41664241 | Year2 |
| Year3 | 42932298 | Year3 |
| Total | 173244818 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 247500 | CurrentYear |
| Year1 | 241000 | Year1 |
| Year2 | 245338 | Year2 |
| Year3 | 245000 | Year3 |
| Total | 978838 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 40064558 | CurrentYear |
| Year1 | 48095221 | Year1 |
| Year2 | 41418903 | Year2 |
| Year3 | 42687298 | Year3 |
| Total | 172265980 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 117338627 | CurrentYear |
| Year1 | 118305941 | Year1 |
| Year2 | 120608158 | Year2 |
| Year3 | 122874240 | Year3 |
| Total | 479126966 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 107672985 | CurrentYear |
| Year1 | 104482022 | Year1 |
| Year2 | 105085647 | Year2 |
| Year3 | 112857974 | Year3 |
| Total | 430098628 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Consortium for Ocean Leadership | |||||||
| 1201 New York Ave NW 420 | Washington | DC | 20005 | None | Public Charity | NOSB Sea Lion Bowl, promote interest in ocean science | $1,500 |
| Leland Stanford Jr Univ | |||||||
| William F Durand Building | Stanford | CA | 95305 | None | Public Charity | Support for collaborative research program | $240,000 |
| Monterey County Office of Education (Science & Engoneering Fair) | |||||||
| PO Box 80851 | Salinas | CA | 93912 | None | Gov't Associat'n | Donation to Science Fair, 2012 | $2,500 |
| SpectorDance | |||||||
| 3343 Paul Davis Drive | Marina | CA | 93933 | None | Public Charity | Support for collaborative presentation at Smithsonian in Washington, D.C. | $2,000 |
| Science Buddies | |||||||
| PO Box 5038 | Carmel | CA | 93921 | None | Public Charity | Support for education tools for K-12 science, technology, engineering and math in 3 local counties. | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 247500 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leland Stanford Jr Univ | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | William F Durand Building | AddressLine1 |
| City | Stanford | City |
| State | CA | State |
| ZIP Code | 95305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationship |
| Recipient Foundation Status | Public Charity | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Support for collaborative research program | PurposeOfGrantOrContribution |
| Amount | $240,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 240000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,581 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,894 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $206,429 | ExclusionAmount |
Net Rental Incm Personal Property NetRentalIncmPersonalProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,255 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $169,585 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (6 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| Recycled Materials | 01 | $3,934 |
| Earned Discounts | 01 | $2,149 |
| Royalty Receipts | 15 | $168,886 |
| Insurance Reimbursement | 01 | $793,469 |
| Sale of Obsolete Cable | 01 | $15,000 |
| Misc Refunds | 01 | $2,065 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,376,247 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1376247 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (30 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Address Line1ContributorAddressForeign/AddressLine1 | CityContributorAddressForeign/City | CountryContributorAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Berkeley Seismological Laboratory | 174 Stanley Hall | Berkeley | CA | 947203220 | 12074 | X | |||
| 2 | BP Exploration | 34020 | X | Chertsey Road | Sunbury-on-Thames | UK | ||||
| 3 | Centro De Investigacion Cientifica | 9355 Airway Road | San Diego | CA | 92154 | 6100 | X | |||
| 4 | Defense Advanced Research Projects | STO 3701 North Fairfax Drive | Arlington | VA | 222031714 | 1163086 | X | |||
| 5 | David and Lucile Packard Foundation | 300 Second Street Suite 200 | Los Altos | CA | 94022 | 37450642 | X | |||
| 6 | Gordon and Betty Moore Foundation T | PO Box 29910 | San Francisco | CA | 941290910 | 775216 | X | |||
| 7 | Harvard University | 26 Oxford Street | Cambridge | MA | 02138 | 23891 | X | |||
| 8 | International Research Institute St | 7571 | X | PO Box 8046 | Stavanger | NO | ||||
| 9 | Dave Judi Zaches Foundation | PO Box 2410 | Monterey | CA | 939422410 | 5000 | X | |||
| 10 | Marine Science Technology Foundatio | 555 Bryant St 374 | Palo Alto | CA | 94301 | 23502 | X | |||
| 11 | Monterey Bay Sanctuary Foundation | 299 Foam Street | Monterey | CA | 93940 | 28072 | X | |||
| 12 | Moss Landing Marine Lab | 8272 Moss Landing Road | Moss Landing | CA | 950399647 | 5000 | X | |||
| 13 | National Aeronautics and Space Admi | Bldg 1111 C Road | Stennis Space Center | MS | 395296000 | 697867 | X | |||
| 14 | National Institute of Health | 45 Center Drive | Bethesda | MD | 208926200 | 253479 | X | |||
| 15 | National Oceanic and Atmospheric Ad | 1100 Wayne Ave 1210 | Silver Springs | MD | 209103283 | 1757992 | X | |||
| 16 | National Science Foundation | 4201 Wilson Blvd | Arlington | VA | 22230 | 696407 | X | |||
| 17 | Naval Postgraduate School | 3985 Cummings Road Bldg 116 | San Diego | CA | 921324200 | 22672 | X | |||
| 18 | Netherlands Organization Scientific | 6484 | X | PO Box 93510 | The Hague | NL | ||||
| 19 | Office of Naval Research | 300 5th Ave St 710 | Seattle | WA | 981042398 | 18991 | X | |||
| 20 | Office of Naval Research | 875 North Randolph St | Arlington | VA | 222031995 | 996489 | X | |||
| 21 | Stanford University | 340 Panama Street | Stanford | CA | 943054125 | 451721 | X | |||
| 22 | University of California San Diego | 9500 Gilman Drive | La Jolla | CA | 920930232 | 273208 | X | |||
| 23 | University of California Santa Cruz | 1156 High Street | Santa Cruz | CA | 95064 | 26703 | X | |||
| 24 | University of Hawaii | 1950 East West Road | Honolulu | HI | 96822 | 52390 | X | |||
| 25 | University of Washington | 4333 Brooklyn Ave NE | Seattle | WA | 981959472 | 33591 | X | |||
| 26 | US Department of Energy | 9800 South Cass Avenue | Argonne | IL | 60439 | 605318 | X | |||
| 27 | Woods Hole Oceanographic Institutio | 183 Oyster Pond Road | Woods Hole | MA | 02543 | 39589 | X | |||
| 28 | University of Delaware | 700 Pilottown Rd | Lewes | DE | 199581242 | 10564 | X | |||
| 29 | University of Minnesota | 117 Pleasant St SE | Minneapolis | MN | 55455 | 20433 | X | |||
| 30 | HUB International Insurance Service | 4371 Latham St Suite 101 | Riverside | CA | 925011731 | 25000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Deloitte & Touche LLP - Tax Review | $5,925 | 0 | 0 | 5925 |
| Ryan McDonald - Audit | $11,500 | 0 | 0 | 11500 |
| PricewaterhouseCoopers LLP - Audit | $139,311 | 0 | 0 | 139311 |
| North Bay Pensions | $9,450 | 0 | 0 | 6300 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (21 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | RateRate | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Prior Years DepreciationPriorYearsDepreciation |
|---|---|---|---|---|---|---|---|
| LAND | 2011-06-30 | 4246219 | 0.000000000000 | 0 | 0 | 0 | |
| BUILDINGS | 2011-06-30 | 45388293 | 0.000000000000 | 0 | 0 | 0 | 23903265 |
| BUILDING IMPROVEMENTS | 2011-06-30 | 4824672 | 0.000000000000 | 0 | 0 | 0 | 3415382 |
| FURNITURE & FIXTURES | 2011-06-30 | 1210584 | 0.000000000000 | 0 | 0 | 0 | 1204972 |
| VEHICLES | 2011-06-30 | 510051 | 0.000000000000 | 0 | 0 | 0 | 505307 |
| EQUIPMENT - GENERAL | 2011-06-30 | 15962560 | 0.000000000000 | 0 | 0 | 0 | 15200678 |
| EQUIPMENT - OFFICE | 2011-06-30 | 146150 | 0.000000000000 | 0 | 0 | 0 | 114528 |
| EQUIPMENT - COMPUTER | 2011-06-30 | 1847950 | 0.000000000000 | 0 | 0 | 0 | 1496360 |
| EQUIPMENT - VIDEO & CAMERA | 2011-06-30 | 1218676 | 0.000000000000 | 0 | 0 | 0 | 1169147 |
| EQUIPMENT - MACHINE SHOP | 2011-06-30 | 668915 | 0.000000000000 | 0 | 0 | 0 | 598750 |
| EQUIPMENT - POSITIONING | 2011-06-30 | 174569 | 0.000000000000 | 0 | 0 | 0 | 174569 |
| SOFTWARE | 2011-06-30 | 696738 | 0.000000000000 | 0 | 0 | 0 | 636063 |
| OCEAN DEPLOYED EQUIPMENT | 2011-06-30 | 24867352 | 0.000000000000 | 0 | 0 | 0 | 9720169 |
| SHIPS | 2011-06-30 | 38759764 | 0.000000000000 | 0 | 0 | 0 | 30941580 |
| SHIPBOARD EQUIPMENT | 2011-06-30 | 4241176 | 0.000000000000 | 0 | 0 | 0 | 3495654 |
| REMOTELY OPERATED VEHICLES | 2011-06-30 | 4665416 | 0.000000000000 | 0 | 0 | 0 | 3747932 |
| ROV IMPROVEMENTS | 2011-06-30 | 4734554 | 0.000000000000 | 0 | 0 | 0 | 3621292 |
| AUTONOMOUS UNDERWATER VEHICLES | 2011-06-30 | 4596876 | 0.000000000000 | 0 | 0 | 0 | 3902135 |
| AUV IMPROVEMENTS | 2011-06-30 | 4417790 | 0.000000000000 | 0 | 0 | 0 | 3354387 |
| FIXED ASSET PURCHASES IN PROCESS | 2011-06-30 | 227824 | 0.000000000000 | 0 | 0 | 0 | |
| CONSTRUCTION IN PROCESS | 2011-06-30 | 1495605 | 0.000000000000 | 0 | 0 | 0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sale of Research Vessel Pt. Lobos | Name |
| Date Acquired | 1988-01 | DateAcquired |
| How Acquired | Purchased | HowAcquired |
| Date Sold | 2012-03 | DateSold |
Purchaser Name PurchaserName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | Marine Express Inc | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | 225000 | GrossSalesPrice |
| Basis | 1200165 | Basis |
| Sales Expense | 0 | SalesExpense |
| Total Net | 169585 | TotalNet |
| Accumulated Depreciation | 1144750 | AccumulatedDepreciation |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990-PF, PART VIII, LINE 1, STATEMENT 14In addition to the amount of compensation paid to each director and officer (if any), in 2011 MBARI paid D&O insurance premiums of $22,825 (10/2011 - 9/2012) and in 2012 paid D&O premiums of $25,979 (10/2012 - 9/2013), of which $23,613 is allocable to 2012 and to these individuals as a nontaxable working condition fringe benefit.Barbara P. Wright is an officer of MBARI. Her firm, Finch Montgomery Wright LLP, provides legal services to MBARI. Fees for these services are paid to the firm and are for legal services, not for services in her capacity as an officer. Fees paid and expenses reimbursed to the firm in 2012 were $14,200. This amount is included in the appropriate Statement pertaining to Legal Fees. | Explanation |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (21 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| LAND | 4246219 | 0 | 4246219 |
| BUILDINGS | 45388293 | 23903265 | 21485028 |
| BUILDING IMPROVEMENTS | 4824672 | 3415382 | 1409290 |
| FURNITURE & FIXTURES | 1210584 | 1204972 | 5612 |
| VEHICLES | 510051 | 505307 | 4744 |
| EQUIPMENT - GENERAL | 15962560 | 15200678 | 761882 |
| EQUIPMENT - OFFICE | 146150 | 114528 | 31622 |
| EQUIPMENT - COMPUTER | 1847950 | 1496360 | 351590 |
| EQUIPMENT - VIDEO & CAMERA | 1218676 | 1169147 | 49529 |
| EQUIPMENT - MACHINE SHOP | 668915 | 598750 | 70165 |
| EQUIPMENT - POSITIONING | 174569 | 174569 | 0 |
| SOFTWARE | 696738 | 636063 | 60675 |
| OCEAN DEPLOYED EQUIPMENT | 24867352 | 9720169 | 15147183 |
| SHIPS | 38759764 | 30941580 | 7818184 |
| SHIPBOARD EQUIPMENT | 4241176 | 3495654 | 745522 |
| REMOTELY OPERATED VEHICLES | 4665416 | 3747932 | 917484 |
| ROV IMPROVEMENTS | 4734554 | 3621292 | 1113262 |
| AUTONOMOUS UNDERWATER VEHICLES | 4596876 | 3902135 | 694741 |
| AUV IMPROVEMENTS | 4417790 | 3354387 | 1063403 |
| FIXED ASSET PURCHASES IN PROCESS | 227824 | 0 | 227824 |
| CONSTRUCTION IN PROCESS | 1495605 | 0 | 1495605 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (8 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Ropes & Gray | $16,212 | 0 | 0 | 16212 |
| Law Offices of Ann L Lipson, PC | $6,200 | 0 | 0 | 6200 |
| Finch Montgomery Wright LLP | $14,200 | 0 | 0 | 14200 |
| Fragomen, Del Rey, Bernsen & Loewy, LLP | $15,297 | 0 | 0 | 15297 |
| Miscellaneous Legal | $5,955 | 0 | 0 | 8425 |
| The Wagner Law Group | $32,806 | 0 | 0 | 25517 |
| Lumen Patent Firm | $5,010 | 0 | 0 | 6510 |
| Fischer & Associates | $24,986 | 0 | 0 | 24986 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Expensed Equipment | 271785 | 0 | 0 | 184667 |
| General & Lab Supplies | 2821748 | 0 | 0 | 2813968 |
| Recruitment | 62796 | 0 | 0 | 62796 |
| Freight & Postage | 139439 | 0 | 0 | 139524 |
| Outside Services - General | 1412765 | 0 | 0 | 1046458 |
| Outside Services - Subawards | 2530919 | 0 | 0 | 2530919 |
| External Shiptime & Equip Rental | 188835 | 0 | 0 | 235530 |
| Insurance | 666416 | 0 | 0 | 666416 |
| Maintenance & Repair | 1063825 | 0 | 0 | 1067176 |
| Royalty Expense | 67583 | 67583 | 67583 | 0 |
| MBARI Ship/ROV/AUV Usage | 0 | 18445 | 18445 | -18445 |
| Miscellaneous | 148190 | 0 | 0 | 162256 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Recycled Materials | 3934 | 3934 | |
| Earned Discounts | 2149 | 2149 | |
| Royalty Receipts | 168886 | 168886 | 168886 |
| Insurance Reimbursement | 793469 | 793469 | |
| Sale of Obsolete Cable | 15000 | 15000 | |
| Misc Refunds | 2065 | 2065 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Effect of Actuarial Gains & Amortization for Postretirement Benefit Plan | Description |
| Amount | $1,643,157 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Postretirement Benefit Liabilities | Description |
| BOY Book Value | 17284000 | BOYBookValue |
| EOY Book Value | 19875000 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| State of California | $235 | 0 | 0 | 235 |
| Internal Revenue Service | $3,604 | 0 | 0 | 3604 |
Comments