2024-11-04T06:16:09-08:00 2023-06-30 521864182 Kronzek Fisher & Lopez PLLC 607 2nd Street NE Washington DC 20002 990 2022-07-01 710863908 The Ocean Foundation OCEA 2028878996 1320 19th Street NW Washington DC 20036 Mark J Spalding President 2028878996 2024-11-01 true true Marith L Fisher P00105648 2028539059 2024-11-04 2022 2024-10-15 13:58:12Z X Mark J Spalding 1320 19th Street NW 5th Floor Washington DC 20036 19055546 false X www.oceanfdn.org X 2001 DC As the only community foundation for the ocean, The Ocean Foundation's mission is to improve global ocean health, climate resilience, and the blue economy. We create partnerships to connect all peoples in the communities in which we work to the informational, technical and financial resources they need to achieve their ocean stewardship goals. 14 14 50 250 0 0 11114623 17221692 637529 1429068 6042 43246 38340 160733 11796534 18854739 1745728 3514837 0 3611904 4446144 0 1000324 6183840 7908965 11541472 15869946 255062 2984793 16715684 21935882 1060784 3128393 15654900 18807489 X As the only community foundation for the ocean, The Ocean Foundation's mission is to improve global ocean health, climate resilience, and the blue economy. We create partnerships to connect all peoples in the communities in which we work to the informational, technical and financial resources they need to achieve their ocean stewardship goals. false false 2290036 427273 397134 PROTECTING SPECIES OF CONCERN - For many of us, our first interest in the oceans began with an interest in the large animals that call it home. Whether it be the awe inspired by a gentle humpback whale, the undeniable charisma of a curious dolphin, or the ferocious gaping maw of a great white shark, these animals are more than just the ambassadors of the sea. These apex predators and keystone species keep the ocean ecosystem in balance, and the health of their populations often serves as an indicator for the health of the oceans as a whole. 3403348 1374115 201088 EXPANDING OCEAN LITERACY AND PUBLIC AWARENESS - One of the most significant barriers to progress in the marine conservation sector is a lack of real understanding about the vulnerability and connectivity of ocean systems. It is easy to think of the oceans as vast, almost unlimited sources of food and recreation with abundant animals, plants, and protected spaces. Thus, it can be difficult to see the destructive consequences of human activities along the coast and below the surface. This lack of awareness creates a significant need for programs that effectively communicate how the health of our oceans relates to climate change, the global economy, biodiversity, human health, and our quality of life. 5525123 744734 186175 PROTECTING MARINE HABITATS AND SPECIAL PLACES - Our oceans are a mosaic of special places, from the bustling vibrancy of coral reefs to the tidal pools of the rocky coasts to the stark, glistening beauty of the frozen Arctic. These habitats and ecosystems are more than just picturesque; they all provide vital benefits to the health of the ocean, the plants and animals that live in them, and the human communities that depend on them. 2486655 968716 73322 BUILDING THE CAPACITY OF THE MARINE CONSERVATION COMMUNITY - There are many outstanding conservation organizations dedicated to protecting and preserving our oceans. The Ocean Foundation provides assistance to these entities, which have a need to develop a certain skill or competence, or for general upgrading of performance ability. The Ocean Foundation was created in part to bring new financial and technical resources to the table so that we can increase the capacity of these organizations to pursue their missions. 2486655 968716 73322 13705162 true true false true false true false false false false true true false true true true true false false false true true true false false false false true true true false false false false false false false false true false false false false false false false false false true 81 0 true 50 true false false false false false false false false false false false false false X 14 14 true false false false false false false true true false false true true true true true true true true false CA FL ME SC WA X Mark J Spalding 2028878996 1320 19th Street NW 5th Floor Washington DC 20036 Mark J Spalding President 60.00 X 331854 0 39191 Shana Miller Program Director 40.00 X 157210 0 11170 Tamika Washington Finance & Operations Director 40.00 X 146451 0 19732 Kate Morrison Strategic Partnerships Director 40.00 X 140884 0 10240 Maria Alej Navarrete Hernandez Govt & Multinationals Liason Officer 40.00 X 123385 0 14537 Jason Donofrio Chief Development Officer 40.00 X 122222 0 10009 Fernando Bretos Program Officer 40.00 X 117164 0 18635 Elliot S Cafritz Chairman & Director 1.00 X X 0 0 0 Angel Braestrup Secretary & Director 1.00 X X 0 0 0 Olha Krushelnytska Treasurer & Director 1.00 X X 0 0 0 Thomas Brigandi Director 1.00 X 0 0 0 Patrick Flynn Director 1.00 X 0 0 0 Joshua R Ginsberg Director 1.00 X 0 0 0 Rolando Morillo Director 1.00 X 0 0 0 Imani Fairweather Morrison Director 1.00 X 0 0 0 Lumay Wang Murphy Director 1.00 X 0 0 0 Denise Naguib Director 1.00 X 0 0 0 Russell F Smith Director 1.00 X 0 0 0 Karen Thorne Director 1.00 X 0 0 0 Ed Tilinghast III Director 1.00 X 0 0 0 Lisa Volgenau Director 1.00 X 0 0 0 1139170 0 123514 11 false true false Blue Planet Strategies LLC 47 Middle St Hallowell ME 04347 Consulting 166693 Kalas Consulting Inc 255 Huntington Bay Rd Huntington NY 11743 Consulting 103800 Merello Marine Consulting LLC 7351 Brightwaters Court New Port Richey FL 34652 Consulting 413400 Sonja Fordham 2100 Connecticut Ave NW 800 Washington DC 20008 Consulting 117300 4 1628417 15593275 3920109 17221692 Fees for Services 900099 1326457 0 0 Cabon Offset 900099 78803 0 0 Other program service income 900099 23808 0 0 1429068 38944 0 38944 29520 29520 29520 29520 205109 200807 4302 4302 0 0 4302 Other income 900099 131213 131213 0 0 131213 18854739 1589801 0 43246 1040509 1040509 2474328 2474328 534426 479606 18273 36547 3162615 1819010 754951 588654 183626 104153 44699 34774 276113 165431 64549 46133 289364 178111 59976 51277 155494 147586 6397 1511 34484 15630 15251 3603 11269 4781 5248 1240 4882025 4822311 40756 18958 59199 884 0 58315 180308 139889 26288 14131 94848 85228 6 9614 221725 91306 77942 52477 1267008 1216577 8346 42085 235439 212030 700 22709 27679 22798 3948 933 71228 31068 31989 8171 Project & field expenses 614635 614426 13 196 Dues, books & subscriptions 13651 7814 515 5322 Promotional merchandise 28494 25910 0 2584 Licenses, taxes & fees 11479 5776 4613 1090 15869946 13705162 1164460 1000324 129116 278983 2226095 1591538 3901313 3410368 109685 408478 45736 82252 173298 147648 32228 25650 937370 1506365 9300000 13015000 22980 10833 11161 1606415 16715684 21935882 796830 831128 62979 366523 0 0 200975 1930742 1060784 3128393 X 11829937 16014132 3824963 2793357 15654900 18807489 16715684 21935882 2984793 167796 X X false false true true X 0 7733201 17828372 8260790 11114623 17221692 62158678 0 0 7733201 17828372 8260790 11114623 17221692 62158678 12242775 49915903 39050 46083 50963 44382 68464 248942 0 0 0 112194 0 131213 243407 62651027 4181514 0.79670 0.83920 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Other income 2018: 0. 2019: 0. 2020: 112194. 2021: 0. 2022: 131213. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2000 2000 15867946 15869946 943497 235874 0 0 588032 575138 727074 943497 2833741 4250612 0 0 0 2000 2000 147008 143785 181769 235874 708436 1062654 0 0 0 0 0 5 3 30000 124559 56878 74934 229574 13377 true true 0 0 155403 129753 25650 17895 17895 0 25650 Equity interest - Baja Dad Holdings 9300000 F Equity interest - Fexsua 3715000 F 13015000 Right of Use Asset 1595254 Security deposit 11161 1606415 Tenant security deposit 3100 Deferred rent liability 0 Charitable gift annuity 1915 Passthru grant 0 Refundable advance 252468 Operating lease liability 1673259 1930742 X 19129021 167796 117755 -11269 274282 18854739 18854739 15976432 117755 -11269 106486 15869946 15869946 Pt X, Line 2 The organization is exempt from income taxes under Internal Revenue Code 501(c)(3) and applicable DC statutes. No provision for income taxes is required at June 30, 2023, as the Organization had no net unrelated business income. The organization follows FASB ASC 740-10, Income Taxes the authoritative guidance relating to accounting for uncertainty in income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The Organization performed an evaluation of uncertain tax positions for the year ended June 30, 2023, and determined that there were no matters that would require recognition in the financial statements or which may have any effect on its tax-exempt status. As of June 30, 2023, the statute of limitations for tax years 2019 through 2021 remains open with federal and state authorities Pt XI, Line 2d Investment fees Pt XII, Line 2d Investment fees true North America 0 0 program service research 1101571 North America 0 0 grantmaking grants to recipients 324116 Central America 0 0 program service research & conferences 437381 Central America 0 0 grantmaking grants to recipients 184109 South America 0 0 program service research 199208 South America 0 0 grantmaking grants to recipients 113500 Sub-Saharan Africa 0 0 program service research 131180 Sub-Saharan Africa 0 0 grantmaking grants to recipients 47291 East Asia and Pacific 0 0 program service research & conferences 305997 East Asia and Pacific 0 0 grantmaking grants to recipients 1308988 Russia 0 0 program service program support 509 Russia 0 0 grantmaking grants to recipients 155600 Europe 0 0 program service research & conferences 1082732 Europe 0 0 grantmaking grants to recipients 301495 South Asia 0 0 program service program support 4324 South Asia 0 0 grantmaking grants to recipients 9470 Middle East 0 0 program service conferences & travel 9787 Middle East 0 0 program service grants to recipients 29760 0 0 0 0 0 0 5717258 29760 5747018 North America General Support 7965 wire 0 n/a Actual North America General Support 135196 wire 0 n/a Actual North America General Support 28130 wire 0 n/a Actual North America General Support 40000 wire 0 n/a Actual Central America Hawksbill monitoring 7000 wire 0 n/a Actual Central America Hawksbill monitoring 7000 wire 0 n/a Actual Central America General Support 10000 wire 0 n/a Actual Central America Coastal remediation 136059 wire 0 n/a Actual South America General Support 45000 wire 0 n/a Actual South America Prarie Restoration 10000 wire 0 n/a Actual South America Loggerhead 16500 wire 0 n/a Actual South America Hawksbill monitoring 7000 wire 0 n/a Actual South America High Freq Radio 5500 wire 0 n/a Actual Sub-Saharan Africa Bldg Capacity 10000 wire 0 n/a Actual Sub-Saharan Africa General Support 10000 wire 0 n/a Actual East Asia and Pacific Leatherback turtle 18000 wire 0 n/a Actual East Asia and Pacific General Support 10000 wire 0 n/a Actual East Asia and Pacific General Support 1263098 wire 0 n/a Actual East Asia and Pacific General Support 8000 wire 0 n/a Actual Russia General support 34700 wire 0 n/a Actual Russia General support 5250 wire 0 n/a Actual Europe Transform mkts 6750 wire 0 n/a Actual Europe General Support 37204 wire 0 n/a Actual Europe Support Deep-Ocean 7000 wire 0 n/a Actual Europe General Support 58060 wire 0 n/a Actual Europe General Support 25000 wire 0 n/a Actual Europe General Support 6750 wire 0 n/a Actual Europe General Support 5500 wire 0 n/a Actual Europe General Support 8985 wire 0 n/a Actual Europe General Support 9250 wire 0 n/a Actual Europe General Support 90000 wire 0 n/a Actual Europe General Support 10000 wire 0 n/a Actual South Asia General Support 9470 wire 0 n/a Actual 33 0 Grant Central America 1 5700 Wire 0 n/a n/a Grant Central America 1 50000 Wire 0 n/a n/a Grant Russia 1 30000 Wire 0 n/a n/a Grant Europe 1 22500 Wire 0 n/a n/a Grant Europe 1 6700 Wire 0 n/a n/a Grant Europe 1 23300 Wire 0 n/a n/a false false false false false false Pt I Line 2 The Ocean Foundation's fund and project managers work very closely with foreign grantees on public education, ocean preservation, and achieving the organization's programmatic goals. In addition to regular reporting, the relationship between the Foundation's various funds & projects and foreign grantees is closer to that of a partnership than a passive grantor relationship. Frequent visits and direct involvement in all cases contribute to direct oversight over foreign grant recipients. Other Required Narrative Information - The instructions ask that we report the accounting method used to determine the amounts in Part I, Column F. We have no employees stationed in foreign countries, so there is no payroll included. We analyzed line item detail for Consultants and Service Providers of all types, Meeting and Conferences, and Travel, as well as Grants Awarded, to identify monies spent in foreign regions and that is the method used for reporting on Column F. For Parts II and III the accounting method used was to include and report all foreign grantees (subject to the Part II threshold). Part II and Part III amounts are included in Part I column F (which is therefore the total spent in each region on all types of activity). true Attagene Inc 7020 Kilcreek Rd Morrisville NC 27560 562267354 n/a 12240 0 Actual n/a general ops support Brick City TV LLC 601 W 26th St New York NY 10001 262087540 n/a 194936 0 Actual n/a general ops support Coastal Cordination Prgm 6947 Cliff Ave Bodega Bay CA 94923 564724798 n/a 13650 0 Actual n/a general ops support Conservacion ConCiencia 806 Calle Lafayette San Juan RQ 660861228 n/a 192844 0 Actual n/a general ops support Deep Green Wilderness 2400 NW 80th St PMB 127 Seattle WA 98117 270290082 n/a 58000 0 Actual n/a general ops support East Carolina University 209 East 5 Street Mail Stop 211 Greenville NC 27858 566000403 n/a 12395 0 Actual n/a support underwater Ecolibrium Inc 5343 Aztec Drive Boulder CO 80303 384097020 n/a 6500 0 Actual n/a Enhancing leatherback Havenworth Coastal Conserv 5120 Beacon Rd Palmetto FL 34221 273351539 n/a 8235 0 Actual n/a general ops support Inst for Tropical Ecology & Conserv 2911 NW 40th Place Gainesville FL 32605 593434081 501(c)(3) 20000 0 Actual n/a general ops support Marine Conservation Inst 1914 N 34th St 400 Seattle WA 98103 911725640 501(c)(3) 13350 0 Actual n/a support High Seas N Amer Assoc for Enviro Ed 1250 24th St NW 801 Washington DC 20037 237158061 501(c)(3) 10000 0 Actual n/a support of NAAEE's Netcentric Campaigns 5335 Wisconsin Ave NW 440 Washington DC 20015 300166103 n/a 50000 0 Actual n/a general ops support Only One Inc 435 Hudson Street New York NY 10014 462746860 501(c)(3) 25000 0 Actual n/a support of IGC5-Bis Oregon State Univ A312 Kerr Admin Bldg Corvallis OR 97331 611730890 501(c)(3) 70514 0 Actual n/a general ops support Ocean Risk & Resilience Action Alliance 2336 Wisconsin Ave NW 32043 Washington DC 20007 833580499 501(c)(3) 50000 0 Actual n/a support early adoptors Playa Viva LLC 20 Melrose Court San Mateo CA 94402 208019563 n/a 36068 0 Actual n/a support turtle camp Restore America's Estuaries 601 13th St NW Fl 12 Washington DC 20005 541965304 501(c)(3) 9000 0 Actual n/a general ops support Sea Mamal Educ Learning 1003 Iowa Heights Rd Sedro Woolley WA 98284 473370136 501(c)(3) 10000 0 Actual n/a general ops support Sustainable Travel Interntl 3523 Burke Ave N Seattle WA 98103 371461679 501(c)(3) 11000 0 Actual n/a general ops support University of Miami PO Box 405803 Atlanta GA 30384 590624458 501(c)(3) 10000 0 Actual n/a general ops support University of Oregon 5219 University of Oregon Eugene OR 97403 464727800 501(c)(3) 124740 0 Actual n/a utilize new & existing data Woods Hole Oceanographic Inst 256 Woods Hole Rd MS 40 Woods Hole MA 02543 042105850 501(c)(3) 75000 0 Actual n/a support black box 13 9 X X X false false false false false false false false false Mark J Spalding 331854 0 0 0 0 0 23698 0 16767 0 372319 0 0 0 Shana Miller 157210 0 0 0 0 0 11170 0 1241 0 169621 0 0 0 Tamika Washington 146541 0 0 0 0 0 10648 0 10754 0 167943 0 0 0 Kate Morrison 140884 0 0 0 0 0 10240 0 1430 0 152554 0 0 0 X 1 205109 X 1 3715000 false true false Pt VI, Line 2 RELATIONSHIPS AMONG DIRECTORS, OFFICERS & KEY EMPLOYEES - Angel Braestrup, Director & Mark Spalding, President/Officer, own real estate together, unrelated to the business of the Foundation. Pt VI, Line 11b PROCESS FOR REVIEW OF FORM 990 - Prior to filing a complete copy of the Form 990 it is emailed to all Foundation directors calling their attention to sections most likely to be of interest to contributors, the public and seeking comments on any part of the Form 990. Pt VI, Line 12c CONFLICT OF INTEREST MONITORING & ENFORCEMENT - The Foundation's conflict of interest policy covers all directors, officers & staff. Any conflict of interest is to be reported to either the Chair or President. The "cure" is full disclosure, and recusal by the conflicted person form participating in a decision that could lead to a personal gain. Pt VI, Line 15a REVIEW OF COMPENSATION OF CEO - An independent director annually surveys the field of intl NGOs marine philanthropic orgs & community foundations. This director also is on the compensation committee of the Board of a comparable size international NGO which receives a report by an independent compensation consultant based on a compensation survey. Based on this research and experience, the director reports the findings to the Foundation Board. The Board approves Mr. Spalding's (CEO/President) compensation, with Ms. Braestrup (Director) abstaining. Pt VI, Line 15b COMPENSATION OF OFFICERS AND KEY EMPLOYEES - The President of the organization sets salaries levels for officers & key employees which is then approved by the board of directors in the salary line of the budget. Pt VI, Line 19 DISCLOSURE - The Foundation considers all requests for disclosures of documents on a case by case basis. It annually posts a copy of its audit to Guidestar in the section which allows additional information, and as a California nonprofit public benefit corporation, makes its audited financials available to the public on request. It also publishes on its website an annual report containing summary information derived from the audited financial statements. Pt XII, Line 3b The organization is in the process of completing their 6/30/23 financial audit and uniform guidance audit. The audits are expected to be completed in the next 45 days. Form 990, Part III, Line 4d BUILDING THE CAPACITY OF THE MARINE CONSERVATION COMMUNITY - 2486655. 968716. 73322. Form 990, Part IX, Line 11g Scientific & technical consultants 58525. 26838. 18248. 13439. Form 990, Part IX, Line 11g Research & advocacy fees 2000. 2000. 0. 0. Form 990, Part IX, Line 11g Program mgt & support fees 4198242. 4170417. 22508. 5317. Form 990, Part IX, Line 11g Communication & design fees 623258. 623056. 0. 202.