2011-11-15T13:30:26-06:00 2010-12-31 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2010-01-01 590756643 MOTE MARINE LABORATORY INC MOTE 9413884441 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 KUMAR MAHADEVAN PHD 9413774441 2011-11-14 1 REBECCA U STONER 9413654617 2010 2016-03-07 17:11:31Z KUMAR MAHADEVAN PHD 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 18210362 0 X WWW.MOTE.ORG X 1955 FL ADVANCING THE SCIENCE OF THE SEA THROUGH RESEARCH, EDUCATION AND OUTREACH. 26 25 207 1577 0 0 2362824 2613531 14628272 14220086 29789 34984 410190 532870 17431075 17401471 296575 217956 0 0 8916252 9303745 0 0 741038 9269690 8806755 18482517 18328456 -1051442 -926985 47459561 46005743 13876096 13411095 33583465 32594648 X DEDICATED TO ADVANCING THE SCIENCE OF THE SEA THROUGH THE STUDY OF MARINE AND ESTUARINE ECOSYSTEMS, THROUGH THE PUBLIC MOTE AQUARIUM AND THROUGH AN EDUCATION DIVISION THAT PROVIDES UNIQUE PROGRAMS FOR ALL AGES. 0 0 8543247 8217345 SEE SCHEDULE ORESEARCHSINCE ITS CREATION IN 1955, MOTE MARINE LABORATORY HAS BEEN A LEADER IN MARINE RESEARCH. TODAY, IT STANDS AS ONE OF THE FEW INDEPENDENT LABORATORIES IN THE WORLD TO INCORPORATE PUBLIC EDUCATION AS PART OF ITS CORE MISSION.IN THE BEGINNING, MOTE'S EARLY STUDIES FOCUSED MAINLY ON SHARKS AND UNDERSTANDING THEIR BASIC BIOLOGY. THOSE EARLY RESEARCH FINDINGS LED THE WAY FOR THOUSANDS OF STUDIES THAT TODAY PROVIDE VITAL INFORMATION FOR RESOURCE MANAGERS AND THE PUBLIC.MOTE NOW HAS SEVEN CENTERS FOR MARINE RESEARCH THAT FOCUS ON THE FOLLOWING AREAS: SHARKS, FISHERIES, AQUACULTURE, CORAL REEFS, MARINE MAMMALS AND SEA TURTLES, COASTAL ECOLOGY AND ECOTOXICOLOGY. A TOTAL OF 110 MEMBERS OF THE RESEARCH STAFF - INCLUDING 35 WITH PH.D.S IN THEIR AREAS OF SPECIALTY - WORKED ON 300 RESEARCH PROJECTS IN 2010.MOTE MARINE LABORATORY RESEARCHERS ARE LEADERS IN MARINE AND OCEANOGRAPHIC SCIENCE AND HAVE HOSTED MANY SCIENTIFIC WORKSHOPS/ SEMINARS AND SYMPOSIA.SHARKSMOTE IS THE ONLY CONGRESSIONALLY DESIGNATED CENTER FOR SHARK RESEARCH IN THE U.S. EFFORTS HAVE MOVED BEYOND UNDERSTANDING THE BASIC BIOLOGY OF THESE FISH, TO UNDERSTANDING THE CONSERVATION NEEDS OF THESE ANIMALS THAT PLAY A VITAL ROLE IN OCEANIC ECOSYSTEMS. MOTE RESEARCH ALSO INCLUDES STUDIES THAT MAY ONE DAY LEAD TO NOVEL CANCER THERAPIES FOR HUMANS THROUGH THE IDENTIFICATION OF THE MECHANISMS THAT ALLOW SHARKS TO RESIST CANCEROUS TUMORS AND OTHER ILLNESSES.MARINE MAMMALS AND SEA TURTLESMOTE HOSTS THE WORLD'S LONGEST-RUNNING STUDY OF A WILD DOLPHIN POPULATION. CONDUCTED IN COLLABORATION WITH THE CHICAGO ZOOLOGICAL SOCIETY, THIS PROGRAM HAS UNDERTAKEN WIDE-RANGING STUDIES THAT HAVE HELPED US UNDERSTAND DOLPHIN "SOCIETIES" AND THEIR CONSERVATION NEEDS. MANATEE STUDIES AT MOTE ARE ALSO UNRAVELING THE HABITAT REQUIREMENTS NECESSARY FOR THE SURVIVAL OF THIS ENDANGERED SPECIES AND POSSIBLE WAYS TO DEAL WITH ENVIRONMENTAL CHANGES THAT MAY AFFECT THEM IN THE FUTURE. MANATEE RESEARCH INCLUDES GATHERING GENETIC SAMPLES FROM THESE MAMMALS AND MONITORING MANATEE POPULATION SIZES.STUDIES OF ENDANGERED AND THREATENED SEA TURTLE SPECIES ARE PROVIDING NEW INSIGHTS ABOUT NESTING BEHAVIOR, AS WELL AS THE BEHAVIOR OF THESE ANIMALS AT SEA. THESE STUDIES ARE BREAKING NEW GROUND AND ALLOWING US TO UNDERSTAND - FOR THE FIRST TIME - THE OCEANIC AND NEAR-COASTAL HABITATS NECESSARY FOR SEA TURTLE SURVIVAL.CORAL REEFSMOTE'S CENTER FOR CORAL REEF RESEARCH IS LEADING THE WAY IN UNDERSTANDING THE MECHANISMS OF CORAL HEALTH AND FINDING NEW WAYS TO REPLENISH REEFS IN THE WILD. CORAL REEFS ARE VITAL TO COASTAL PROTECTION FROM HURRICANES AND WILL BE ONE OF THE EARLIEST SPECIES AFFECTED BY GLOBAL CLIMATE CHANGE. THE STATE OF FLORIDA PROTECT OUR REEFS LICENSE PLATE IS ALSO ADMINISTERED BY MOTE AND THE FUNDS RAISED THROUGH THIS PROGRAM SUPPORT RESEARCH, CONSERVATION, EDUCATION AND OUTREACH RELATED TO CORAL REEFS.ECOTOXICOLOGYMANY AREAS OF THE WORLD ARE EXPERIENCING AN INCREASE IN HARMFUL ALGAL BLOOMS, WHICH HAVE A RANGE OF DETRIMENTAL EFFECTS ON COASTAL AREAS. MOTE STUDIES INCLUDE HOW SUCH BLOOMS AFFECT HUMAN HEALTH, BETTER ALGAE BLOOM DETECTION METHODS AND WAYS TO MITIGATE THE EFFECTS OF BLOOMS THROUGH BETTER PUBLIC EDUCATION AND BLOOM SIZE REDUCTION. ONGOING RESEARCH INCLUDES STUDIES OF THE BASIC BIOLOGY OF THE HARMFUL ALGAE THAT AFFECTS FLORIDA (KARENIA BREVIS) AND THE CHARACTERISTICS THAT DISTINGUISH IT FROM BLOOMS IN OTHER PARTS OF THE U.S. AND THE GLOBE. AQUATIC TOXICOLOGY STUDIES ARE ALSO CONDUCTED TO DETERMINE THE SUB-LETHAL AFFECTS OF TOXINS ON MARINE ANIMALS INCLUDING WHALES, MANATEES AND DOLPHINS USING BIOMARKERS TO SEEK GENETIC CHANGES.FISHERIES ENHANCEMENTTHIS CENTER STRIVES TO CREATE NEW METHODS OF RE-STOCKING MARINE SPECIES IN AN ENVIRONMENTALLY SOUND FASHION. AS CERTAIN SPECIES BECOME MORE AND MORE OVERFISHED, IT MAY BE NECESSARY TO RE-INTRODUCE ANIMALS TO THE WILD. MOTE'S RESEARCH ALSO FOCUSES ON UNDERSTANDING WHICH HABITATS ARE VITAL TO SUSTAIN FISH POPULATIONS - FROM JUVENILE THROUGH ADULT - AND TO PROVIDE RESOURCE MANAGERS WITH THAT INFORMATION SO FISH POPULATIONS CAN CONTINUE TO REPLENISH THEMSELVES.AQUACULTUREMOTE'S AQUACULTURE RESEARCH IS FOCUSED ON FINDING COST-EFFECTIVE WAYS TO GROW FISH FOR FOOD AND FOR RE-STOCKING EFFORTS IN THE MOST COST-EFFECTIVE MANNER POSSIBLE. OUR RESEARCH TAKES PLACE FAR FROM ANY BODY OF SALT OR FRESHWATER AND PROVES THAT AQUACULTURE CAN BE CONDUCTED IN WAYS THAT DO NOT HARM THE ENVIRONMENT DUE TO INNOVATIVE WATER RECIRCULATION TECHNOLOGY. OUR RESEARCH INTO AQUACULTURE METHODS IS CREATING NEW MODELS THAT WILL AID IN THE DEVELOPMENT OF ENVIRONMENTALLY SOUND SYSTEMS AND THE DEVELOPMENT OF A NEW INDUSTRY IN FLORIDA.COASTAL ECOLOGYONE OF THE MOST VITAL ASPECTS OF OCEAN CONSERVATION IS THE INTERACTION BETWEEN WHAT HAPPENS ON LAND AND HOW IT AFFECTS WHAT HAPPENS AT SEA. MOTE'S CENTER FOR COASTAL ECOLOGY HAS CREATED NEW MODELS THAT MEASURE THE EFFECTS OF THESE LAND-SEA INTERACTIONS AND - QUITE POSSIBLY - THE ROLE HUMANS PLAY IN IT. THESE STUDIES HELP PROVIDE MANAGERS WITH THE INFORMATION THEY NEED TO BECOME BETTER STEWARDS OF OUR OCEANIC ENVIRONMENTS AND THEIR INHABITANTS. 3164590 2888904 SEE SCHEDULE O:AQUARIUMMOTE AQUARIUM IS THE MAIN VENUE THROUGH WHICH MOTE MARINE LABORATORY COMMUNICATES ITS CUTTING-EDGE RESEARCH FINDINGS. LOCATED ON MOTE MARINE LABORATORY'S MAIN CAMPUS IN SARASOTA, FLORIDA, THE AQUARIUM HAS PLAYED A KEY ROLE IN MOTE'S OUTREACH EFFORTS SINCE 1980 BY PRESENTING EXHIBITS AND PROGRAMS THAT REFLECT ONGOING RESEARCH IN THE LABORATORY AND THAT STIMULATE CURIOSITY, DISCOVERY, EXPLORATION AND STEWARDSHIP OF AQUATIC ENVIRONMENTS.IN 2010, MOTE AQUARIUM HOSTED 311,414 VISITORS. THROUGH A TRAVELING EXHIBIT (MOTE MOBILE), MOTE REACHED ANOTHER 315,000 PEOPLE THROUGHOUT FLORIDA.MOTE AQUARIUM DISPLAYS MORE THAN 100 MARINE SPECIES, INCLUDING SHARKS, FISH OF ALL SHAPES AND SIZES, MOLLUSKS, CRUSTACEANS AND MORE. AQUARIUM EXHIBITS RANGE FROM SMALL DISPLAYS TO LARGE EXHIBITS SUCH AS OUR 135,000 GALLON SHARK HABITAT. TOUCH POOLS ALLOW VISITORS TO SAFELY TOUCH SEA URCHINS, HORSESHOE CRABS, HERMIT CRABS, STINGRAYS AND OTHER SPECIES. GUESTS CAN ENJOY EDUCATIONAL AND INTERACTIVE EXHIBITS ENRICHED BY TRAINED VOLUNTEER DOCENTS THROUGHOUT THE AQUARIUM WHO ASSIST VISITORS AND ANSWER QUESTIONS. NEW ATTRACTIONS INCLUDE NARRATED TRAINING SESSIONS WITH MOTE'S LARGE SHARKS AND A SEAHORSE CONSERVATION LABORATORY THAT BREEDS AND RAISES SEAHORSES THAT ARE DISPLAYED AT MOTE AND TOP ZOOS AND AQUARIUMS NATIONWIDE. MOTE'S ANN AND ALFRED GOLDSTEIN MARINE MAMMAL RESEARCH AND REHABILITATION CENTER ALLOWS VISITORS TO SEE RESIDENT MANATEES, SEA TURTLES AND DOLPHINS THAT CANNOT BE RETURNED TO THE WILD. THESE NON-RELEASABLE ANIMALS ACT AS AMBASSADORS FOR THEIR SPECIES AND HELP US TEACH THE PUBLIC ABOUT OUR ONGOING RESEARCH PROGRAMS WITH DOLPHINS, SEA TURTLES AND MANATEES IN THE WILD. THESE RESIDENT ANIMALS ALSO PARTICIPATE IN RESEARCH PROGRAMS HERE AT THE AQUARIUM THAT ALLOW US TO LEARN MORE ABOUT THESE SPECIES IN WAYS THAT ARE NOT POSSIBLE IN THE WILD. IN THIS FASHION, MOTE AQUARIUM STAFF ARE CREATING A GREATER UNDERSTANDING OF THE LEARNING ABILITIES AND BIOLOGY OF THESE SPECIES, INCLUDING HOW WELL THEY HEAR AND SEE, AND HOW THEY USE VARIOUS SENSES - INCLUDING TOUCH - TO NAVIGATE THEIR ENVIRONMENT. BEHIND THE SCENES, MOTE ALSO CARES FOR STRANDED, SICK OR INJURED DOLPHINS, WHALES AND SEA TURTLES WITH THE GOAL OF RETURNING THEM TO THE WILD. MOTES ANIMAL CARE STAFF SEEKS TO EXPAND KNOWLEDGE OF THE BASIC BIOLOGY, VETERINARY CARE AND DISEASE PROCESSES OF THESE ANIMALS. WHEN ANIMALS ARE SUCCESSFULLY RELEASED, EVERY EFFORT IS MADE TO DO FOLLOW-UP MONITORING OF THE SHORT- AND LONG-TERM MOVEMENTS OF THESE ANIMALS. THE DOLPHIN AND WHALE HOSPITAL AT MOTE HAS BEEN REHABILITATING DOLPHINS AND WHALES AT OUR SARASOTA, FLA.-BASED FACILITIES SINCE 1984. AT MOTE, OUR GOAL IS TO PROVIDE THE MOST HUMANE TREATMENT POSSIBLE FOR LIVE-STRANDED DOLPHINS AND WHALES, WHILE ALSO CREATING A BETTER SCIENTIFIC UNDERSTANDING OF THESE ANIMALS AND THEIR NEEDS IN ORDER TO SUPPORT CONSERVATION OF THESE SPECIES IN THE WILD. IN 2010, MOTE DID NOT BRING ANY DOLPHINS INTO THE HOSPITAL FOR TREATMENT, THOUGH DID TREAT DOLPHINS IN THE WILD FOR INJURIES SUSTAINED AS A RESULT OF HUMAN INTERACTIONS. ONE ANIMAL OF NOTE WAS NELLIE. MEMBERS OF THE SARASOTA DOLPHIN RESEARCH PROGRAM AND ANIMAL CARE STAFF FREED NELLIE FROM MONOFILAMENT FISHING LINE THAT WAS ENCIRCLING AND CUTTING DEEPLY INTO ITS NECK. THAT DOLPHIN REMAINS ALIVE AND WELL AND IS FREQUENTLY SEEN IN SARASOTA BAY.IN 2010, MOTE'S SEA TURTLE REHABILITATION HOSPITAL - WHICH CARES FOR STRANDED AND SICK SEA TURTLES - TREATED 118 TURTLES. THE MAJORITY ARRIVED AT MOTE AS A RESULT OF THE SEVERE AND PROLONGED PERIOD OF COLD WEATHER DURING THE FIRST QUARTER OF 2010. THESE COLD-STUNNED ANIMALS ARRIVED FROM NUMEROUS AREAS OF FLORIDA AND MOST WERE ABLE TO BE RETURNED TO THE WILD. MOTE ALSO TREATED SEA TURTLES THAT WERE AFFECTED BY THE EXPLOSION OF THE DEEPWATER HORIZON OIL RIG OFF LOUISIANA DURING THE SUMMER. TURTLES TREATED AT MOTE HAD BEEN DE-OILED INITIALLY IN LOUISIANA FACILITIES AND BROUGHT TO SARASOTA AS THE LAST STOP IN THE REHABILITATIVE PROCESS BEFORE RETURNING TO THE WILD. THESE EXTRAORDINARY EVENTS IN 2010 MEANT THAT THE SEA TURTLE REHABILITATION HOSPITAL SAW A RECORD NUMBER OF PATIENTS - MORE, IN FACT, THAT IT USUALLY TREATS OVER A PERIOD OF SEVERAL YEARS. 897881 685696 SEE SCHEDULE O:EDUCATIONMOTE MARINE LABORATORY'S EDUCATION DIVISION PROVIDES OPPORTUNITIES FOR LIFE-LONG LEARNING AND PRESENTS ON-SITE EXPERIENCES FOR STUDENTS THROUGH SCHOOL AND PUBLIC PROGRAMS, SUMMER CAMPS AND SPECIAL ADULT-ORIENTED LECTURES. MOTE ALSO PROVIDES DISTANCE-LEARNING PROGRAMS THAT REACH STUDENTS THOUSANDS OF MILES AWAY FROM OUR CAMPUS IN SARASOTA, FLA. THE EDUCATION DIVISION CONSISTS OF THREE CENTERS: DISTANCE LEARNING, SCHOOL AND PUBLIC PROGRAMS AND VOLUNTEER AND INTERN RESOURCES. MOTE EDUCATORS REACHED MORE THAN 20,000 PRESCHOOL THROUGH COLLEGE STUDENTS IN 2010 VIA FIELD TRIPS, SUMMER CAMPS, FISHING CLINICS, INTERNSHIPS AND OUR CENTER FOR DISTANCE LEARNING, WHICH DELIVERED 188 PROGRAMS IN THE 2009-2010 SCHOOL YEAR. MOTE ALSO REACHED MANY UNDERSERVED STUDENTS BY PROVIDING FULL OR PARTIAL SCHOLARSHIPS TO A NUMBER OF STUDENTS WHO ATTENDED OUR PROGRAMS, INCLUDING 50 SUMMER CAMP SCHOLARSHIPS. ADDITIONAL NEW VENTURES INCLUDED THE FOUNDING OF THE MOTE SCIENCE CAFE SERIES, A PUBLIC OUTREACH PROGRAM THAT TAKES SCIENTISTS OUT OF THE LAB AND PUTS THEM IN INFORMAL, SOCIAL SETTINGS TO ENGAGE THE PUBLIC IN A CONVERSATION ABOUT SCIENCE AND MARINE CONSERVATION. MOTE EDUCATORS EXPANDED THEIR POPULAR MOMMY AND ME PROGRAM FOR KIDS AGES 2-5, ADDING THE MOMMY AND ME MASTERS CLASS FOR KIDS AND MOMS LOOKING TO GO A LITTLE DEEPER.OUR STRONG SUMMER CAMP REGISTRATION CONTINUED WITH 675 STUDENTS PARTICIPATING IN SUMMER PROGRAMS. BOTH SCHOOL AND PUBLIC PROGRAMS WERE ON THE RISE AGAIN IN 2010, SERVING MORE THAN 13,000 STUDENTS AND FAMILIES. THESE INCREASES UNDERSCORE MOTE'S COMMITMENT TO SEEKING NEW AND BETTER WAYS TO MAKE MARINE SCIENCE FUN, RELEVANT AND ACCESSIBLE TO CHILDREN AND THEIR FAMILIES.THE CENTER FOR VOLUNTEER AND INTERN RESOURCES SUPPORTS THE MANY EVER-CHANGING NEEDS OF MOTE MARINE LABORATORY AND AQUARIUM. APPROXIMATELY 1,300 VOLUNTEERS SUPPORT MOTE IN ITS MISSION OF SCIENCE AND EDUCATION. DURING 2010, THEY PROVIDED 197,273 HOURS OF SERVICE. AT THE 2010 ANNUAL VOLUNTEER AWARD CEREMONY, APPROXIMATELY 250 VOLUNTEERS WERE HONORED AND RECOGNIZED FOR THEIR DEDICATION AND SERVICE TO MOTE. OF THESE, 16 RECEIVED THE "PRESIDENT'S CALL TO SERVICE AWARD," OUR NATIONS' HIGHEST VOLUNTEER SERVICE AWARD GIVEN TO VOLUNTEERS FOR THE DEDICATION AND COMMITMENT TO VOLUNTEERING. MOTE'S COLLEGE INTERN PROGRAM PROVIDES COLLEGE STUDENTS VALUABLE FIELD AND LABORATORY EXPERIENCE AT MOTE IN THEIR CHOSEN AREA OF STUDY. NEARLY 140 INTERNS JOINED US IN 2010 FROM COLLEGES THROUGHOUT THE COUNTRY AND WORLD. MOTE IS ALSO THE RECIPIENT OF A PRESTIGIOUS NATIONAL SCIENCE FOUNDATION GRANT THAT SUPPORTS INTERNSHIPS FOR UNDERGRADUATE STUDENTS. THE RESEARCH EXPERIENCE FOR UNDERGRADUATES, OR REU, PROGRAM BROUGHT 11 OF THE BEST AND BRIGHTEST STUDENTS IN THE NATION TO MOTE, WITH PRIORITY GIVEN TO MINORITY UNDERPRIVILEGED STUDENTS. SOME ADDITIONAL HIGHLIGHTS MOTE'S CENTER FOR DISTANCE LEARNING WAS RENAMED THE CENTER FOR DIGITAL LEARNING, RECOGNIZING THE GROWING INFLUENCE OF ONLINE, WIRELESS AND SOCIAL MEDIA. THE GROUP PLANS TO DEVELOP MOTE PROGRAMMING ON A WIDE VARIETY OF PLATFORMS, INCLUDING INTERNET-PROTOCOL TV, MOBILE APPS AND MORE. THE CENTER FOR DIGITAL LEARNING ALSO COMPLETED A NEW TRAVELING EXHIBIT ON THE CORAL REEFS OF OUR NATION'S MARINE SANCTUARIES. THE EXHIBIT FEATURES A LARGER-THAN-LIFE CORAL REEF DIORAMA AND TECHNOLOGY THAT ALLOWS MOTE STAFF TO DELIVER DISTANCE LEARNING PROGRAMMING DIRECTLY TO THE EXHIBIT. MOTE ALSO STRIVES TO ENSURE THAT ALL STUDENTS HAVE ACCESS AND THE OPPORTUNITY TO PARTICIPATE IN OUR PROGRAMS. BY SECURING A NUMBER OF GRANTS, MOTE HAS BEEN ABLE TO EXPAND THE NUMBER OF STUDENTS WE ARE ABLE TO EDUCATE ABOUT THE MARINE ENVIRONMENT. THE FOLLOWING FOUNDATIONS AND GROUPS HELPED SUPPORT OUR EDUCATION MISSION IN 2010: EMILY AND ROLAND ABRAHAM MARINE SCIENCE EDUCATION FUND, VERIZON FOUNDATION, GULF COAST COMMUNITY FOUNDATION OF VENICE, SARASOTA BAY ESTUARY PROGRAM, SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT, DUCKWALL FOUNDATION, SARASOTA ROTARY FOUNDATION, ROTARY CLUB OF SARASOTA BAY FOUNDATION, WACHOVIA WELLS FARGO FOUNDATION (NOW WELLS FARGO), KNOX FAMILY FOUNDATION. 3086523 2428141 PROTECT OUR REEFSFLORIDA HAS THE ONLY BARRIER CORAL REEF SYSTEM IN THE CONTINENTAL U.S. IT'S LIKE HAVING THE GRAND CANYON UNDERWATER - A NATURAL TREASURE THAT TOOK MILLIONS OF YEARS TO CREATE AND DESERVES OUR PROTECTION. SADLY, CORALS ARE IN DECLINE WORLDWIDE. RESEARCH IS HELPING TO UNDERSTAND WHY AND WHAT TO DO ABOUT IT. EDUCATION AND CONSERVATION EFFORTS CAN HELP REDUCE HUMAN IMPACT ON THESE PRECIOUS RESOURCES. TO HELP SUPPORT MARINE RESEARCH, CONSERVATION AND EDUCATION EFFORTS DESIGNED AT SAVING FLORIDA'S REEF, MOTE MARINE LABORATORY SPONSORED THE CREATION OF THE PROTECT OUR REEFS SPECIALTY LICENSE PLATE IN FLORIDA. THE PLATE WAS APPROVED BY THE FLORIDA LEGISLATURE IN JULY 2003.A PORTION OF THE SALES OF THIS LICENSE TAG ($25 PER PLATE) SUPPORT MYRIAD RESEARCH STUDIES AT MOTE AND OTHER FLORIDA-BASED NON-PROFIT ORGANIZATIONS. 37.5% OF REVENUES ARE AWARDED IN GRANTS ANNUALLY AND AN ADDITIONAL 37.5% OF REVENUES SUPPORTS MOTE'S CENTER FOR CORAL REEF RESEARCH. THESE STUDIES HELP SCIENTISTS AND RESOURCE MANAGERS GAIN A MORE COMPREHENSIVE PICTURE OF WHY CORALS ARE IN DECLINE AND THE FACTORS THAT KEEP CORAL HEALTHY. THE OUTREACH PROGRAMS HELP FLORIDA RESIDENTS AND TOURISTS BETTER UNDERSTAND CORAL ECOSYSTEMS AND HOW HUMAN ACTIVITY AFFECTS THEM AND HOW THEY CAN PROACTIVELY ASSIST IN PROTECTING AND RESTORING CORAL REEFS.SINCE ITS INCEPTION IN 2004, THE LICENSE PLATE HAS RAISED MORE THAN $6.4 MILLION, WITH A SIGNIFICANT PORTION OF THOSE PROCEEDS AVAILABLE TO FLORIDA-BASED NON-PROFIT ORGANIZATIONS THAT PERFORM RESEARCH, EDUCATION (AND OUTREACH) AND CONSERVATION EFFORTS THAT DEAL DIRECTLY WITH THE PRESERVATION OF FLORIDA'S CORAL REEFS.FLORIDA DRIVERS WHO PURCHASE THE STATE'S PROTECT OUR REEFS SPECIALTY LICENSE PLATE ARE SUPPORTING NEW PROGRAMS DESIGNED TO ATTACK CORAL REEF PROBLEMS ON A NUMBER OF FRONTS. IN 2010, MOTE AWARDED $341,568 IN GRANTS FOR CORAL REEF RESEARCH, CONSERVATION AND OUTREACH FROM FUNDS RAISED THROUGH THE SALE OF THE SPECIALTY LICENSE PLATE. ADDITIONALLY, FUNDS WERE ALSO AWARDED ON AN EMERGENCY BASIS FOR RESEARCH RELATED TO THE DEEPWATER HORIZON OIL SPILL AMOUNTING TO ABOUT $90,000. PROTECT OUR REEFS-FUNDED STUDIES HAVE SHOWN THAT:THE REEF TRACT CAN BE MONITORED FOR OIL SPILLS AND DISPERSANTS USING AUTONOMOUS UNDERWATER VEHICLES (AUVS) TO WARN MANAGEMENT AGENCIES ABOUT THE POTENTIAL OF OIL SPILL PRODUCTS AFFECTING REEFS.BIOASSAY TEST ON THE SURVIVAL AND SETTLEMENT OF CORAL LARVAE SHOWED THAT DISPERSANTS AND OIL PLUS DISPERSANTS WERE 100 PERCENT FATAL TO CORAL LARVAE AN CORAL SETTLEMENT.MICROBES CAN TRANSMIT GENETIC MATERIALS TO CORALS AT HIGH RATES.AQUACULTURE PARKMOTE AQUACULTURE PARK FACILITY OPERATIONSMOTE HAS 200 ACRES THAT HAS BEEN DEVELOPED INTO A STATE-OF-THE-ART AQUACULTURE FACILITY SUPPORTING THE CONSERVATION OF THE WORLD'S FISHERY STOCKS AND THE SUSTAINABLE PRODUCTION OF SEAFOOD. THE PARK INCLUDES MORE THAN 125,000 SQUARE FEET OF FACILITIES UNDER ROOF FOR MOTE'S CENTER FOR AQUACULTURE RESEARCH AND DEVELOPMENT PROGRAMS, INCLUDING THE MARINE AQUACULTURE RESEARCH PROGRAM AND THE STURGEON COMMERCIAL DEMONSTRATION PROGRAM. EFFORTS CURRENTLY TAKING PLACE AT THE FACILITY INCLUDE THE STUDY OF THE GROWTH OF SALTWATER SPECIES FOR RESTOCKING PROGRAMS - PARTICULARLY COMMON SNOOK, REDFISH AND POMPANO - AND THE GROWTH OF FRESHWATER SIBERIAN STURGEON FOR MEAT AND CAVIAR PRODUCTION. THE AQUACULTURE PARK IS ALSO TESTING THE FEASIBILITY OF USING SOME FISH WASTE AND SOME FRESH WASTEWATER IN THE PRODUCTION OF SALT-TOLERANT PLANT SPECIES (LIKE MANGROVES) AND FOR THE GROWTH OF WETLANDS PLANTS. BOTH SALT AND FRESHWATER PLANT SPECIES CAN BE LATER USED IN PLANT RESTORATION PROGRAMS. 3086523 2428141 15692241 1 1 0 1 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 90 0 1 207 0 0 0 0 0 0 1 1 0 0 0 1 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X DENA SMITH MOTE MARINE LABORATORY 9413774441 1600 KEN THOMPSON PARKWAY SARASOTA FL 34240 ALAN ROSE 5.00 X 0 0 0 EDWARD H JENNINGS 5.00 X 0 0 0 EUGENIE CLARK PHD 5.00 X 0 0 0 FREDERICK M DERR PE 5.00 X 0 0 0 G LOWE MORRISON 5.00 X 0 0 0 HOWARD SEIDER JR MD 5.00 X 0 0 0 JAMES D ERICSON 5.00 X 0 0 0 JAMES R HOLBROOK 5.00 X 0 0 0 JIM SCHELL 5.00 X 0 0 0 JOHN E PETHER 5.00 X 0 0 0 MAJ GEN RAYMOND E MASON 5.00 X 0 0 0 MARY LOU JOHNSON 5.00 X 0 0 0 MICKEY CALLANEN 5.00 X 0 0 0 MIKE B MCKEE 5.00 X 0 0 0 PENELOPE KINGMAN 5.00 X 0 0 0 RICHARD O DONEGAN 5.00 X 0 0 0 RONALD A JOHNSON 5.00 X 0 0 0 RONALD CIARAVELLA 5.00 X 0 0 0 SYLVIA EARLE PHD 5.00 X 0 0 0 WILLIAM S GALVANO ESQ 5.00 X 0 0 0 JUDY GRAHAM 5.00 X 0 0 0 ARTHUR ARMITAGE 5.00 X X 0 0 0 LT GEN HOWARD G CROWELL JR 5.00 X X 0 0 0 ROBERT CARTER 5.00 X X 0 0 0 SUSAN C GILMORE 5.00 X X 0 0 0 KUMAR MAHADEVAN PH D 40.00 X X 239135 0 13980 DENA J SMITH 40.00 X 99760 5000 13712 DAVID VAUGHAN 40.00 X 141716 0 11925 JOHN REYNOLDS III 40.00 X 138963 0 10482 KENNETH LEBER 40.00 X 134105 0 10122 MICHAEL CROSBY 40.00 X 141147 0 10044 ROBERT HUETER 40.00 X 132321 0 10037 1027147 5000 80302 10 0 1 0 SARASOTA BAY EXPLORERS 1923 LINCOLN DRIVE SARASOTA FL 34236 ECO-TOURISM BOAT TOURS 541839 MANCINI DINERS 4411 BEAUCHAMP COURT SARASOTA FL 34243 DINER AT MOTE AQUARIUM 336749 ONE TO ONE GROUP 7324 DELANEY CT SARASOTA FL 34240 DIRECT MAIL 202268 UNH OFFICE OF SPONSORED RESEARCH UNIVERSITY OF NEW HAMPSHIRE DURHAM NC 03824 SCIENTIFIC RESEARCH SUBAGREEMENT 126984 UNIVERSITY OF SOUTHERN MISSISSIPI 118 COLLEGE DR HATTIESBURG MS 39406 SCIENTIFIC RESEARCH SUBAGREEMENT 116385 9 192644 377031 2043856 241190 2613531 RESEARCH 541700 8217345 8217345 AQUARIUM 713990 2888904 2888904 PROTECT OUR REEFS - LI 900099 1033218 1033218 MEMBERSHIPS 900099 767357 767357 EDUCATION AND DISTANCE 611710 685696 685696 627566 627566 14220086 19662 19662 65293 55700 66541 39130 -1248 16570 15322 15322 197695 192644 178454 19241 19241 1038395 524766 513629 513629 17401471 14220086 0 567854 193606 193606 24350 24350 366589 99168 222311 45110 7429388 5282251 1835518 311619 345794 345794 575725 575725 586249 586249 3010 2802 208 35000 35000 1324696 1292067 28475 4154 297400 271639 695 25066 619350 382311 92667 144372 772792 480873 290657 1262 387643 363267 2233 22143 37223 33773 596 2854 183807 142561 41246 2621422 911527 1709895 454732 153173 299765 1794 OVERHEAD ALLOCATION 0 2420860 -2420860 FRINGE BENEFIT CHARGE O 0 1908012 -2052338 144326 EQUIPMENT RENTAL & MAIN 1032351 681215 340532 10604 SUPPLIES 575259 571044 4215 INTERNAL RENTALS 0 108487 -113522 5035 462070 369255 70116 22699 18328456 15692241 1895177 741038 99558 176231 2022437 2038642 1292056 1579287 192620 34067 165034 199041 89869 88321 55335453 26766677 30491167 28568776 3440940 2829404 9665880 10491974 47459561 46005743 1197512 1216466 2913310 2806160 9765274 9388469 13876096 13411095 X 22954205 21211406 1914850 2683740 8714410 8699502 33583465 32594648 47459561 46005743 X -926985 -61832 X X 0 1 1 X 1 1 X 9599540 3054776 2986750 2362824 2613531 20617421 9599540 3054776 2986750 2362824 2613531 20617421 1262243 19355178 75799 97986 59993 24647 19662 278087 20895508 84131897 0.92630 0.93550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105447 105447 18233249 18338696 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 118171 101143 91621 105447 416382 250000 250000 250000 250000 1000000 1500000 613070 10630 9004 614696 610362 5794 3086 613070 613755 550 11852 15795 610362 0.99570 0.00430 0 0 7498190 7498190 34092340 14907702 19184638 11676655 10026736 1649919 2068268 1832239 236029 28568776 INVESTMENT IN MESI 2829404 C 2829404 INTEREST IN AFFILIATES 10178400 DUE FROM MOTE MARINE FOUNDATION 1242 DONATED ASSETS HELD FOR SALE 41805 DUE FROM MESI 255721 PATENTS 14806 10491974 17401471 18328456 -926985 1386 -63218 -61832 -988817 18104793 1386 61935 -63219 102 18104691 -703220 -703220 17401471 19093610 61935 703220 765155 18328455 1 1 18328456 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ALL ENDOWMENT FUNDS ARE HELD IN PERPETUITY WITH THE INCOME USED AS FOLLOWS 1-THE CULTURAL ENDOWMENT FUND INCOME IS USED TO SUPPORT OPERATIONS FOR THE AQUARIUM 2- THE KEYS ADVISORY BOARD ENDOWMENT FUND INCOME IS USED TO SUPPORT PROGRAM ACTIVITIES AT THE KEYS FACILITY. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 548,317. ROUNDING 1. EQUITY EARNINGS IN SUBSIDARY INCOME -611,536. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 548,317. EQUITY EARNINGS IN SUBSIDARY INCOME -611,536. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES IN EXPENSE PER FINANCIAL STATEMENTS -524,766. SPECIAL EVENTS EXPENSES INCLUDED IN EXPENSE PER FINANCIAL STATEMENTS -178,454. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH SALES INCLUDED PART VIII FORM 990 524,766. SPECIAL EVENTS EXPENSES INCLUDED PART VIII FORM 990 178,454. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. SEISTA KEY CRYSTAL CLASSIC 162837 25093 137744 3705 88589 OCEANIC EVENING 142768 113588 29180 47580 9296 2 84734 53963 30771 10722 18562 390339 192644 197695 62007 116447 178454 19241 1 FLORIDA ATLANTIC UNIVERSITY PO BOX 552432 TAMPA FL 33655 650385507 THE STATE OF FLORIDA 17302 PROTECT OUR REEFS GRANT ROLLINS COLLEGE 10000 HOLT AVENUE WINTER PARK FL 32789 590624440 501(C)(3) 5513 PROTECT OUR REEFS GRANT SANCTUARY FRIENDS FOUNDATION OF THE FLORIDA KEYS PO BOX 504301 MARATHON FL 33050 592443959 501(C)(3) 5750 PROTECT OUR REEFS GRANT SMITHSONIAN INSTITUTION PO BOX 37012 MRC 1205 WASHINGTON DC 20013 530206027 501(C)(3) 19355 PROTECT OUR REEFS GRANT UNIVERSITY OF FLORIDA PO BOX 103610 GAINESVILLE FL 32610 596002052 THE STATE OF FLORIDA 46164 PROTECT OUR REEFS GRANT UNIVERSITY OF MIAMI 4600 RICKENBACKER CAUSEWAY MIAMI FL 33149 590624458 501(C)(3) 31924 PROTECT OUR REEFS GRANT UNIVERSITY OF SOUTH FLORIDA 140 7TH AVE SOUTH KRC 3113 ST PETERSBURG FL 33701 593102112 THE STATE OF FLORIDA 7707 PROTECT OUR REEFS GRANT US DEPARTMENT OF COMMERCENOAA 75 VIRGINIA BEACH DRIVE MIAMI FL 33149 520821608 US DEPT OF COMMERCE 21428 PROTECT OUR REEFS GRANT FLORIDA FISH AND WILDLIFE PO BOX 6150 TALLAHASSEE FL 32314 593105845 THE STATE OF FLORIDA 6812 PROTECT OUR REEFS GRANT MARINE RESOURCES DEVELOPMENT PO BOX 787 KEY LARGO FL 33037 670258256 501(C)(3) 11922 PROTECT OUR REEFS GRANT 10 SCHOLARSHIPS 20 24350 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE AWARDED TO ELIGIBLE ORGANIZATIONS THROUGH MOTE MARINE LABORATORY'S PROTECT OUR REEFS PROGRAM USING FUNDS COLLECTED FROM REEF LICENSE PLATE SALES. THE FINAL DECISION AS TO WHICH PROPOSALS WILL BE FUNDED AND UNDER WHAT CONDITIONS WILL BE MADE BY KUMAR MAHADEVAN, PH.D., THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF MOTE. TO ASSIST HIM, DR. MAHADEVAN HAS ASSEMBLED A GRANTS ADVISORY COMMITTEE OF EIGHT INDIVIDUALS WITH BROAD AND DIVERSE BACKGROUNDS IN CORAL REEF RESEARCH, EDUCATION, CONSERVATION AND MANAGEMENT. THE COMMITTEE EVALUATES AND RANKS EACH OF THE PROPOSALS SUBMITTED. OUTSIDE EXPERTS ARE ALSO CONSULTED TO PEER REVIEW THE PROPOSALS AS NECESSARY. THE COMMITTEE MAKES RECOMMENDATIONS TO DR. MAHADEVAN AS TO WHICH PROPOSALS SHOULD BE SELECTED AND IN WHAT AMOUNTS. A LIMITED NUMBER OF SCHOLARSHIP GRANTS ARE AWARDED TO INDIVIDUALS EACH YEAR. THE SCHOLARSHIP AWARD RANGES FROM $500 TO $2,000 FOR A TWO TO THREE MONTH INTERNSHIP. A SCHOLARSHIP COMMITTEE AWARDS SCHOLARSHIPS BASED ON PROGRAM NEED AND STUDENT'S FINANCIAL NEED, ACADEMIC MERIT AND RECOMMENDATIONS. X X X X 0 0 0 0 0 0 0 0 0 KUMAR MAHADEVAN PH D 239135 0 0 0 0 0 0 0 13980 0 253115 0 0 0 DAVID VAUGHAN 141716 0 0 0 0 0 0 0 11925 0 153641 0 0 0 MICHAEL CROSBY 141147 0 0 0 0 0 0 0 10044 0 151191 0 0 0 X 5 66541 FAIR MARKET VALUE X AUCTIONED ITEMS 19 6086 AUCTIONED PRICE X ITEMS USED AT EVENTS 2 17201 FMV X EQUIPMENT 22 150237 COST 0 1 0 VOLUNTEERS FORM 990, PART I, LINE 6 VOLUNTEERS WORKED IN MANY PROGRAM AREAS INCLUDING IN THE AQUARIUM, ANIMAL CARE, THE SEA TURTLE PROGRAM, HIGH SCHOOL AND COLLEGE INTERNS, ADVISORY BOARD, BOARD OF TRUSTEES, COMMUNITY SERVICE AND RESEARCH. FORM 990, PART VI, SECTION A, LINE 1 THE PRESIDENT/CEO IS A VOTING BOARD MEMBER. WHEN ITEMS COME UP FOR VOTE OR DISCUSSION WHERE HE MAY HAVE A CONFLICT OF INTEREST, HE RECUSES HIMSELF. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WITH INFORMATION FROM THE ANNUAL AUDIT AND SENIOR MANAGEMENT. THE FINAL FORM 990 IS REVIEWED BY THE CEO AND CFO. PRIOR TO FILING, FORM 990 IS SIGNED BY THE CEO AND PROVIDED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS DISTRIBUTED AT THE ANNUAL BOARD MEETING OR OTHER TIMES AS NEEDED. ALL SIGNED DISCLOSURES ARE COLLECTED WITH A FOLLOW UP UNTIL RETURNED. THEY ARE REVIEWED BY THE PRESIDENT OR CFO AND BROUGHT TO THE AUDIT COMMITTEE IF NEEDED FOR DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY THE CEO EVALUATION/COMPENSATION COMMITTEE. THE COMMITTEE BASES THEIR DECISION ON COMPENSATION DATA FROM COMPARABLE INSTITUTIONS AND A COMPREHENSIVE WRITTEN SUMMARY OF ACTIVITIES BY THE CEO. THE COMPENSATION FOR THE CFO IS DETERMINED BY THE CEO AFTER A BOARD APPROVED BUDGET RATE OF INCREASE. ALL DELIBERATION AND DECISIONS ARE CONTEMPORANEOUSLY SUBSTANTIATED. FORM 990, PART VI, SECTION C, LINE 18 THE GOVERNING DOCUMENTS INCLUDING THE ARTICLES OF INCORPORATION AND BY-LAWS, THE CONFLICT OF INTEREST POLICY, THE FORM 990 AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENT IS ALSO AVAILABLE ON WWW.MOTE.ORG FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS INCLUDING THE ARTICLES OF INCORPORATION AND BY-LAWS, THE CONFLICT OF INTEREST POLICY, THE FORM 990 AND THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENT IS ALSO AVAILABLE ON WWW.MOTE.ORG CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,386. CHANGE IN NET ASSETS OF MOTE MARINE FOUNDATION, INC. 548,317. ROUNDING 1. EQUITY EARNINGS IN SUBSIDARY INCOME -611,536. TOTAL TO FORM 990, PART XI, LINE 5: -61,832. AUDIT REVIEW PROCESS FORM 990, PART XII, LINE 2C THE AUDIT REVIEW PROCESS DID NOT CHANGE DURING THE YEAR. MOTE MARINE FOUNDATION INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 592226800 PROVIDES FUNDS TO SUPPORT MOTE MARINE LABORATORY FL 501(C)(3) LINE 11A, I 0 MOTE ENVIRONMENTAL SERVICES INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 591930307 MARINE AND ENVIRONMENTAL RESEARCH FL C -346362 2636271 0.73000 MOTE AQUACULTURE INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 650628959 MARINE AND ENVIRONMENTAL RESEARCH FL C 1.00000 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0