2024-02-20T21:08:54-06:00 2023-06-30 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2022-07-01 591644333 Harbor Branch Oceanographic Institute Foundation Inc % CYNDI PERMENTER HARB 7724669876 3545 Ocean Drive Suite 201 Vero Beach FL 32963 JOHN PAPA BOARD MEMBER 7724669876 2023-11-08 true JOHN PAPA 999009999 Jacob Cook P01240455 6167747000 2 2022 2023-04-26 12:10:37Z JOHN PAPA 3545 Ocean Drive 201 Vero Beach FL 32963 20630382 false X WWW.HBOIFOUNDATION.ORG X 1975 FL HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION PROVIDES FUNDING & SUPPORT TO HARBOR BRANCH OCEANOGRAPHIC INSTITUTE AT FAU FOR RESEARCH & EDUCATION (CONTINUED ON SCHEDULE O) 8 8 2 10 0 0 3048287 3086599 0 0 4187906 555775 52364 66473 7288557 3708847 4192389 5565446 0 0 110113 132433 0 0 10153 1760643 1325033 6063145 7022912 1225412 -3314065 89656827 100207340 1393137 1813537 88263690 98393803 X THE MISSION OF THE HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION IS TO SUPPORT THE HARBOR BRANCH OCEANOGRAPHIC INSTITUTE, A RESEARCH INSTITUTE OF FLORIDA ATLANTIC UNIVERSITY. THE HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION PROVIDES (CONTINUED ON SCHEDULE O) false false 6093676 5565446 0 HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC. IS THE LEGISLATIVELY-DESIGNATED RECIPIENT FROM THE STATE OF FLORIDA FOR AND ADMINISTERS THE FLORIDA "PROTECT WILD DOLPHINS", "PROTECT FLORIDA WHALES", "AQUACULTURE", AND "SAVE OUR SEAS" LICENSE PLATES ALONG WITH THE CALCULATED ANNUAL SPENDABLE FUNDING GENERATED FROM INVESTMENTS SUPPORT VETTED FINITE GRANTS SUBJECT TO SPECIFIED TERMS. SAID GRANT HELPED FUND THE ADDITION OF CERTAIN NEW FACULTY, PROVIDED FACULTY INCENTIVES, AND PROVIDED SALARY SUPPORT, RESEARCH PROJECTS, FELLOWSHIPS, AND CERTAIN OPERATIONAL SUPPORT AT THE HARBOR BRANCH OCEANOGRAPHIC INSTITUTE AT FAU. 6093676 true true false true false false false false false true true false false false false true true false false false false false false false false false false true false false false false false false false false false true false false false false false false false false false true 14 0 true 2 true false false false false false true true false false false false false false X 8 8 false false false false false false false true true false false true true true true true true false false false X CYNDI PERMENTER 7724669876 3545 OCEAN DRIVE STE 201 VERO BEACH FL 32963 X MICHAEL O'REILLY BOARD CHAIR 1.0 0.0 X X 0 0 0 MICHAEL TONER VICE CHAIRMAN 1.0 0.0 X X 0 0 0 MARJORIE D RAINES TREASURER 1.0 0.0 X X 0 0 0 WILL J STEWART ESQ SECRETARY/EX OFFICIO 1.0 0.0 X X 0 0 0 MICHAEL BROWN SR BOARD MEMBER 1.0 0.0 X 0 0 0 JOSEPH Z DUKE III BOARD MEMBER, EX-OFFICIO 1.0 0.0 X 0 0 0 JOSEPH FERRO MD BOARD MEMBER 1.0 0.0 X 0 0 0 GEORGE FRAZZA BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN A PAPA BOARD MEMBER 1.0 0.0 X 0 0 0 JAMES L SEITZ BOARD MEMBER 1.0 0.0 X 0 0 0 0 0 0 0 false false false ATHERTON GALARDI MULLEN REEDER 224 DATURA STREET SUITE 815 WEST PALM BEACH FL 33401 LEGAL 396933 FLARE MEDIA AGENCY LLC 101 N MAIN STREET STE 1511 GREENVILLE SC 29601 ADVERTISING 220700 BOIES SCHILLER FLEXNER LLP 2200 CORPORATE BLVD NW SUITE 400 BOCA RATON FL 33431 LEGAL 219899 3 3079228 7371 3086599 0 2283258 2283258 0 0 66365 66365 0 66365 66365 15194052 16921535 -1727483 -1727483 -1727483 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 108 108 108 3708847 622248 5565446 5565446 0 0 0 0 0 115293 56636 56877 1780 7170 3522 3537 111 0 9970 4898 4918 154 9774 9774 577874 71180 506694 120802 120802 40315 40315 0 68596 68596 0 284158 284158 0 13201 9241 1320 2640 0 78478 38551 38715 1212 6393 3197 2557 639 0 0 0 0 10244 5032 5054 158 100107 49177 49385 1545 MATERIALS AND SUPPLIES 3424 342 2740 342 TAXES 2528 2528 PRINTING 1400 280 280 840 EQUIPMENT 1090 109 872 109 6649 1907 4119 623 7022912 6093676 919083 10153 7175851 6224522 4354266 3010295 0 0 0 45085 0 0 0 0 0 0 0 0 62910 60661 975193 327314 758123 647879 77305677 90218898 0 0 0 0 0 0 0 0 89656827 100207340 100004 137527 1293133 1676010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1393137 1813537 X 76702235 87395735 11561455 10998068 88263690 98393803 89656827 100207340 -3314065 13444178 X false true X true false X 2920169 2966949 2870037 3048287 3086599 14892041 0 0 2920169 2966949 2870037 3048287 3086599 14892041 0 14892041 2082165 2430129 2802072 3279692 2349623 12943681 0 69486 71452 109399 2312 108 252757 28088479 12352 0.53018 0.51111 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 40315 40315 false SCHEDULE C, PART II-B, LINE 1, LOBBYING ACTIVITIES: HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION, INC. ENGAGED METZ, HUSBAND AND DAUGHTON, P.A. TO MONITOR AND LOBBY THE FLORIDA LEGISLATURE AS MAY BE NEEDED RELATIVE TO THE SPECIALTY LICENSE PLATE PROGRAM. 76653407 13027993 2547012 87134388 89670784 -9992373 3025004 76653407 69762799 22416127 2454821 89724105 70724410 1916634 2878245 69762799 71137646 2500 2235888 2577347 74277 70724410 1.00000 false false 591553 0 591553 0 133195 76869 56326 0 250445 250445 0 647879 0 0 X 17084429 13444178 13444178 3640251 68596 68596 3708847 6954316 6954316 68596 68596 7022912 SCHEDULE D, PART V, LINE 4: THE PRIMARY OBJECTIVE OF THE ENDOWMENT IS TO PROVIDE A LONG TERM FLOW OF INCOME TO THE FOUNDATION. SCHEDULE D, PART X, LINE 2: THE FOUNDATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE STATEMENTS OF FINANCIAL POSITION. THE FOUNDATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE FOUNDATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE FOUNDATION'S TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. true FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD ADM 373 BOCA BATON FL 33431 650385507 501(C)(3) 4388366 FMV N/A RESEARCH GRANTS CLEARWATER MARINE AQUARIUM 249 WINDWARD PASSAGE CLEARWATER FL 33767 592086737 501(C)(3) 10000 FMV N/A RESEARCH GRANTS BLUE WORLD RESEARCH INSTITUTE 4660 FAY BOULEVARD COCOA FL 32927 824673877 501(C)(3) 10000 FMV N/A RESEARCH GRANTS HUBBS-SEAWORLD RESEARCH INSTITUTE 2595 INGRAHAM STREET SAN DIEGO CA 92109 955304740 501(C)(3) 9995 FMV N/A RESEARCH GRANTS GULF WORLD MARINE INSTITUTE 15412 FRONT BEACH RD PANAMA CITY FL 32413 273137372 501(C)(3) 6635 FMV N/A RESEARCH GRANTS 5 SCHEDULE I, PART I, LINE 2: THE FOUNDATION RECEIVES FUNDS FROM THE FLORIDA SPECIALTY LICENSE PLATE PROGRAM (SLP) TO FUND WILD DOLPHIN RELATED RESEARCH; WHALE RESEARCH, REHABILITATION, AND EDUCATION PROGRAMS; MARINE SCIENCE RESEARCH AND EDUCATION PROGRAM; AND AQUACULTURE RESEARCH AND EDUCATION PROGRAMS. THE FOUNDATION MONITORS THE SLP FUNDS BY REVIEWING EXPENDITURES AND THE PROCESSES RELATED TO REMITTING FUNDS TO ENSURE THE GRANT RECIPIENT FULFILLS THE PURPOSES OF THE SLP PROGRAM. AS SET FORTH IN THE STATE PROJECTS COMPLIANCE SUPPLEMENTS, A CERTAIN AMOUNT OF SLP FUNDS ARE REQUIRED TO BE DISTRIBUTED TO DESIGNATED FOUNDATIONS. THESE DISTRIBUTIONS ARE NOT REQUIRED TO BE MONITORED BY HARBOR BRANCH OCEANOGRAPHIC INSTITUTE FOUNDATION. WILLIAM STEWART - ROSSWAY SWAN HBOIF OFFICER (SECRETARY) 42720 FEES FOR LEGAL SERVICES false PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: IN MARINE SCIENCES AND OCEAN ENGINEERING. PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: FUNDING AND SUPPORT TO HARBOR BRANCH OCEANOGRAPHIC INSTITUTE AT FAU FOR RESEARCH AND EDUCATION IN MARINE SCIENCES AND OCEAN ENGINEERING. PART VI, LINE 11B: THE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO FILING. PART VI, LINE 12C: THE POLICY AND COMPLIANCE IS REVIEWED ANNUALLY. PART VI, LINE 19: ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.