2025-03-14T10:24:46-05:00 2024-06-30 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2023-07-01 591644333 Harbor Branch Oceanographic Institute Foundation Inc % CYNDI PERMENTER HARB 7724669876 3545 Ocean Drive Suite 201 Vero Beach FL 32963 STACI ROSALIA EXECUTIVE DIRECTOR 7724669876 2025-03-13 true true Jacob Cook P01240455 6167747000 2025-03-13 2023 2025-03-06 01:10:19Z MIKE O'REILY 3545 Ocean Drive 201 Vero Beach FL 32963 15329224 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) 7 7 2 7 0 0 3086599 2899931 0 0 555775 2663385 66473 68458 3708847 5631774 5565446 5630041 0 0 132433 186441 0 0 18349 1325033 1414668 7022912 7231150 -3314065 -1599376 100207340 116646374 1813537 1928409 98393803 114717965 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 6181106 5630041 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. 6181106 true true false true false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 12 0 true 2 true false false false false false false false false false false false false X 7 7 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 (THRU 4/24) 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 BOIES SCHILLER FLEXNER LLP 2200 CORPORATE BLVD NW SUITE 400 BOCA RATON FL 33431 LEGAL 538556 FLARE MEDIA AGENCY LLC 101 N MAIN STREET STE 1511 GREENVILLE SC 29601 ADVERTISING 216000 2 2898851 1080 2899931 0 2590856 2590856 0 0 68355 68355 0 68355 68355 9769979 9697450 72529 72529 72529 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 103 103 103 5631774 2731843 5630041 5630041 0 0 0 0 0 160168 80564 74630 4974 10757 5411 5012 334 0 15516 7804 7230 482 0 582102 68229 513873 140800 140800 60360 60360 0 98835 98835 25000 25000 276132 276132 8104 1066 4913 2125 14284 9999 1428 2857 0 84997 42753 39604 2640 4904 2452 1962 490 0 0 0 0 9566 4812 4457 297 98768 49680 46021 3067 MISCELLANEOUS 10816 2163 7570 1083 7231150 6181106 1031695 18349 6224522 4581778 3010295 1365315 0 0 45085 14067 0 0 0 0 0 0 0 0 60661 68349 975193 336880 647879 638313 90218898 109721672 0 0 0 0 0 0 0 256880 100207340 116646374 137527 130602 1676010 1540927 0 0 0 0 0 0 0 0 0 0 0 0 0 256880 1813537 1928409 X 87395735 103249828 10998068 11468137 98393803 114717965 100207340 116646374 -1599376 17923538 X false true X true false X 2966949 2870037 3048287 3086599 2899931 14871803 0 0 2966949 2870037 3048287 3086599 2899931 14871803 0 14871803 2430129 2802072 3279692 2349623 2659211 13520727 0 71452 109399 2312 108 103 183374 28575904 764 0.52043 0.53018 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 60360 60360 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. 87134388 19001352 3147259 102988481 76653407 13027993 2547012 87134388 89670784 -9992373 3025004 76653407 69762799 22416127 2508142 89670784 70724410 1916634 2878245 69762799 1.00000 0.00000 0.00000 false false 591553 0 591553 27375 27375 0 31385 3334 28051 0 50736 35138 15598 0 274144 271033 3111 638313 0 ROU LEASE LIABILITY 256880 256880 X 23456477 17923538 17923538 5532939 98835 98835 5631774 7132315 7132315 98835 98835 7231150 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 RATON FL 33431 650385507 501(C)(3) 5598173 RESEARCH GRANTS CLEARWATER MARINE AQUARIUM 249 WINDWARD PASSAGE CLEARWATER FL 33767 592086737 501(C)(3) 10000 RESEARCH GRANTS BLUE WORLD RESEARCH INSTITUTE 4660 FAY BOULEVARD COCOA FL 32927 824673877 501(C)(3) 10000 RESEARCH GRANTS HUBBS-SEAWORLD RESEARCH INSTITUTE 2595 INGRAHAM STREET SAN DIEGO CA 92109 955304740 501(C)(3) 8962 RESEARCH GRANTS 4 0 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. 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 THE 990 PRIOR TO FILING. PART VI, LINE 12C: The policy and compliance are reviewed annually, with additional oversight provided through quarterly Board of Directors and Finance Committee meetings. PART VI, LINE 19: ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.