2025-05-15T10:40:54-05:00 2024-06-30 582487348 Aprio Advisory Group LLC 2185 N California Blvd Suite 350 Walnut Creek CA 94596 990 2023-07-01 710863908 The Ocean Foundation OCEA 2028878996 1320 19th Street NW Suite 401 Washington DC 20036 Mark J Spalding President 2028878996 2025-05-15 1 1 Stacy Cullen P00974308 9252102180 2025-05-15 2023 2025-03-06 01:10:19Z Mark J Spalding 1320 19th Street NW Suite 401 Washington DC 20036 19122707 0 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. 15 14 50 12 0 0 17221692 16846611 1429068 1522138 43246 142632 160733 335647 18854739 18847028 3514837 4242241 0 0 4446144 5105844 0 0 432254 7908965 9478846 15869946 18826931 2984793 20097 21935882 23212933 3128393 4362097 18807489 18850836 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. 0 0 2780711 515698 860176 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. 4132567 1658491 435548 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. 6708964 898858 403248 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. 3019458 1169194 158813 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. 3019458 1169194 158813 16641700 1 1 0 1 0 1 0 0 0 0 1 1 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 81 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI X Mark J Spalding 2028878996 1320 19th Street NW Suite 401 Washington DC 20036 Elliot S Cafritz Chairman 1.00 X X 0 0 0 Mark J Spalding President 40.00 X X 361013 0 19420 Olha Krushelnytska Treasurer 1.00 X X 0 0 0 Russell F Smith Secretary 1.00 X X 0 0 0 Angel E Braestrup Board Member 1.00 X 0 0 0 Thomas Brigandi Board Member 1.00 X 0 0 0 Patrick Flynn Board Member 1.00 X 0 0 0 Joshua Ginsberg Board Member 1.00 X 0 0 0 Rolando Morillo Board Member 1.00 X 0 0 0 Imani Fairweather Morrison Board Member 1.00 X 0 0 0 Lumay Wang Murphy Board Member 1.00 X 0 0 0 Denise Naguib Board Member 1.00 X 0 0 0 Ed Tillinghast III Board Member 1.00 X 0 0 0 Karen Thorne Board Member 1.00 X 0 0 0 Lisa Volgenau Board Member 1.00 X 0 0 0 Shana Miller Program Director 40.00 X 158237 0 12742 Tamika Washington Finance & Operations Director 40.00 X 154515 0 23256 Kate Morrison Strategic Partnerships Director 40.00 X 150277 0 1275 Andrea Capuro Chief of Program 40.00 X 137200 0 17586 Bobbi-Jo Dobush Legal & Ocean Governance Officer 40.00 X 129073 0 11938 Fernando Bretos Program Officer 40.00 X 126203 0 22707 1216518 0 108924 7 0 1 0 Merello Marine Consulting LLC 7351 Brightwaters Ct New Port Richey FL 34652 Consulting 514700 Hanau Creative LLC 1708 Wilhelmina Rise Honolulu HI 96816 Consulting 127092 Blue Planet Strategies 47 Middle Street Hallowell ME 04347 Consulting 117118 Sonja Fordham 2100 Connecticut Ave NW Apt 800 Washington DC 20008 Consulting 116450 4 2927596 13919015 1146070 16846611 Fees for Services 900099 1433107 1433107 Carbon Offset 900099 73257 73257 Other Program Service Income 900099 15774 15774 1522138 27668 27668 21702 0 21702 21702 21702 390643 275679 114964 114964 114964 Other Income 900099 313945 313945 313945 18847028 1857785 0 142632 X 1715401 1715401 98950 98950 2427890 2427890 551413 494348 19022 38043 3663275 2585780 830643 246852 212085 147145 50670 14270 354089 242268 91053 20768 324982 225924 77022 22036 337887 321482 16405 17200 17200 2000 2000 5487368 5256678 227626 3064 102270 52736 49534 281219 192217 86206 2796 78120 47067 31053 224735 81888 133953 8894 1355748 1263659 37368 54721 205116 188436 7060 9620 37304 31091 6213 76860 30473 46346 41 Project & Field Expense 1132055 1131683 372 Licenses, Taxes & Permi 69480 66169 3311 Dues & Subscriptions 27384 16803 2083 8498 Promotional Merchandise 18141 15662 2479 25959 5950 17358 2651 18826931 16641700 1752977 432254 278983 259306 1591538 304907 3410368 4866930 408478 701572 82252 57175 1198198 102482 25650 1095716 1506365 1464139 13015000 13015000 10833 15688 1606415 1432500 21935882 23212933 831128 645595 217119 366523 1536523 443952 1930742 1518908 3128393 4362097 X 16014132 11566652 2793357 7284184 18807489 18850836 21935882 23212933 20097 -3604 26854 0 X X 0 1 X 1 1 1 X 17828372 8260790 11114623 17221692 16846611 71272088 17828372 8260790 11114623 17221692 16846611 71272088 9515360 61756728 46083 50963 44382 68464 49370 259262 112194 131213 313946 557353 72088703 4224880 0.85670 0.79670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2000 2000 18824931 18826931 1000000 250000 0 0 575138 727074 943947 1000000 3246159 4869239 0 0 2000 2000 4000 143785 181769 235874 250000 811428 1217142 0 0 0 5 3 89442 162173 104208 71424 111523 1 1 911092 911092 171160 1426 169734 115946 101056 14890 1095716 Equity Interest Baja Dad Holdings 9300000 F Equity Interest Fexsua 3715000 F 13015000 Right of Use of Assets 1421339 Security Deposits 11161 1432500 Operating Leases 1514513 Security Deposit 3100 Other Liabilities 1295 1518908 X 18962142 -3604 118718 115114 18847028 0 18847028 18945649 118718 118718 18826931 0 18826931 Part 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, 2024, as the Organization had no net unrelated business income. The organization follows FASB ASC 74010, 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, 2024, 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, 2024, the statute of limitations for tax years 2020 through 2022 remains open with federal and state authorities 0 North America - Canada and Mexico, but not the United States 0 0 Program Service Research 1775465 North America - Canada and Mexico, but not the United States 0 0 Grantmaking Grants to Recipients 309025 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Program Service Research & Conferences 506841 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Grantmaking Grants to Recipients 74958 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Program Service Research 40615 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grantmaking Grants to Recipients 63887 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Program Service Research 87493 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Grantmaking Grants to Recipients 18798 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Service Research & Conferences 274060 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grantmaking Grants to Recipients 1593866 Russia and Neighboring States - Armenia, Azerbijan, Belarus, 0 0 Program Service Program Support 3214 Russia and Neighboring States - Armenia, Azerbijan, Belarus, 0 0 Grantmaking Grants to Recipients 195410 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program Service Research & Conferences 1356910 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grantmaking Grants to Recipients 197906 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Program Service program support 54 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 Grantmaking Grants to Recipients 17500 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 Program Service Conferences & Travel 36007 0 0 0 0 0 0 2877082 3674927 6552009 North America General Support 293277 Wire 0 Central America and the Caribbean General Support 33958 Wire 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, Sargassum Research 25000 Wire 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, Coastal Remediation 15000 Wire 0 East Asia and the Pacific General Support 1510726 Wire 0 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, Remove Plastic Pollution 30000 Wire 0 Europe (Including Iceland & Greenland) Hawksbill Monitoring 7000 Wire 0 Europe (Including Iceland & Greenland) General Support 120475 Wire 0 Russia and Neighboring States General Support 40410 Wire 0 South America General Support 21050 Wire 0 South America Reduce Bycatch of Marine Turtles 7000 Wire 0 South America Loggerhead Nest Protection 17600 Wire 0 South Asia Sea Turtle Monitoring & Conservation 13000 Wire 0 Sub-Saharan Africa General Support 10348 Wire 0 Sub-Saharan Africa Marine Turtle Conservation 7000 Wire 0 31 North America 6900 South America 12000 East Asia and the Pacific 43140 Europe (Including Iceland & Greenland) 58006 Russia and Neighboring States 151000 0 0 0 0 0 0 0 Agricultural Research Foundation 1600 SW Western Blvd Suite 320 Corvallis OR 97333 930400250 501( c )(3) 12042 0 Support Summer Scholar Redfish Rocks Intern Other Project Coordination Algalita Marine Research Education 148 North Marina Drive Long Beach CA 90803 330657882 501( c )(3) 20000 0 Support the "Wayfinder Society for Enviro. Education" Anchor Coalition Inc 4640 13th St N Arlington VA 22207 931891163 20600 0 General Ops.Support Auburn University Foundation 602 Duncan Drive Auburn University AL 36849 636022422 501( c )(3) 10000 0 General Ops.Support Brick City TV LLC 601 W 26th Street Suite 1776 New York NY 10001 262087540 302700 0 General Ops.Support Clean Water Fund 1444 I Street NW Suite 400 Washington DC 20005 521043444 25000 0 Support the " Rethink Disposable Project" Coastal Coordination Program LLC 6947 Cliff Avenue Bodega Bay CA 94923 564724798 43762 0 General Ops.Support Coolant Climate Inc 1160 Battery Street Suite 100 San Francisco CA 94111 921621609 15000 0 Support the Pilot Scientific Study in Puerto Rico Jobos Bay Deep Green Wilderness 2400 NW 80th St PMB 127 Seattle WA 98117 270290082 12000 0 General Ops.Support EarthEcho International 2101 L Street NW Suite 300 Washington DC 20037 954789334 50000 0 Suppoty the "High Seas Youth Fellowship" Ecodeo LLC PO Box 295 New York NY 10028 462814519 15000 0 Support the Production of a Film on Deep Seabed Mining Havenworth Coastal Conservation 5120 Beacon Road Palmetto FL 34221 273351539 10581 0 General Ops.Support Hawai'i Marine Mammal Alliance 150 Hamakua Drive 350 Kailua HI 96734 811077953 501( c )(3) 26215 0 support the "O'ahu Marine Debris Removal" project Heal the Bay 1444 9th Street Santa Monica CA 90401 954031055 501( c )(3) 25000 0 general programmatic support Int'l Center for Dialogue & Peacebuilding 8400 Normandale Lake Blvd Suite 920 Bloomington MN 55437 463248219 10000 0 support BBNJ informational dialogues Maine Public 1450 Lisbon St Lewiston NM 04240 223171529 20000 0 support the "Climate Desk (FY24)" project Marine Debris Foundation 1320 19th St NW 500 Washington DC 20036 884011690 501( c )(3) 74172 0 general ops. support National Academy of Sciences 2101 Constitutional Avenue NW Washington DC 20001 530196932 501( c )(3) 30000 0 support the "Roundtable on Plastic" project Ocean Ecology Network Inc 3672 Jackdaw Street San Diego CA 92103 272167263 8500 0 support the "Cape Verde Sea Turtle Network" project Parliamentarians for Global Action 44 Wall Street Suite 903 New York NY 10005 521168289 50000 0 to support PGA campaign project Playa Viva LLC 20 Melrose Court San Maeto CA 94402 208019563 53163 0 to support turtle camp President and Fellows of Havard College PO Box 415649 Boston ME 02241 042103580 501( c )(3) 10000 0 support "Arctic Collaboration Convening (FY24)" project Protect Maine's Fishing Heritage Fdn 7 Folsom Drive Biddeford ME 04005 851101637 501( c )(3) 12000 0 support convasing efforts in Maine to promote the passage of ordinances Save the Bay Inc 100 Save The Bay Drive Providence RI 02905 050343046 501( c )(3) 6850 0 general programmatic support Sea Mammal Education Learning Tech Soc 1003 Iowa Heights Road Sedro Wooley WA 98284 473370136 501( c )(3) 15000 0 general programmatic support SECORE 4673 Northwest Parkway Hillard OH 43026 475385160 501( c )(3) 150069 0 supp. Of community based coastal remediation in the insular caribbean Student-Led Sustainable Initiatives Inc 1 Washington Street Suite 3123 Dover NH 03820 463019082 501( c )(3) 25000 0 support the "Eliminating single-use plastics at College of the Atlantic" project Surfrider Foundation PO Box 73550 San Clemente CA 92673 953941826 501( c )(3) 29000 0 general programmatic support Sustainable Travel International 3523 Burke Ave N Seattle WA 98103 371461679 501( c )(3) 13276 0 general ops. support The Leland Stanford Junior University 485 Broadway Redwwood City CA 94063 941156365 501( c )(3) 95322 0 general ops. support The Story of Stuff 1442 A Walnut Street 272 Berkeley CA 94063 464334785 501( c )(3) 30000 0 support "The Reuse Cities Project" The Whale Lagoon Film LLC 3208 Old Dominion Blvd Alexandria VA 22305 884285374 13697 0 general ops. support UC Santa Barbara Foundation Office of Development4219 Cheadle Hall Santa Barbara CA 93106 237314834 501( c )(3) 119528 0 general ops. support University of Alaska Fairbanks 2145 North Tanana Loop 008 West Ridge Research Building Fairbanks AK 99775 926000147 501( c )(3) 9797 0 support "Indigenous Perspective on Sustainable Marine Harvesting" project University of South Alabama Marine and Env Sciences 600 Clinic Dr Education Outreach Bldg Mobile AL 36688 630477348 501( c )(3) 9000 0 general programmatic support Wildcoast 2120 Jimmy Durante Blvd Ste 106 Del Mar CA 92014 770536297 501( c )(3) 30000 0 support the "Camino Verde Trash Boom" project Woods Hole Oceanographic Institute 256 Woods Hole Road MS 40 WoodsHole ME 02543 042105850 501( c )(3) 25000 0 support black box for mobile fishermen to determine the location of on-demand gear World Wide Wallace LLC PO Box 313 Hanalei HI 96714 882499443 40500 0 support the "Menorca Shipwreck Project" Aleli Environmental Inc PO Box 3442 Lajas PR 00667 660839081 30000 0 support the "Reduce Marine Debris in South Puerto Rico" Conservacion ConCiencia Inc 806 Calle Lafayette San Juan PR 00909 660861228 157758 0 General Ops. Support 22 18 Grant to Support the Project -Environmental & Indigenous Community Dialogue Bridgin 1 54000 Outgoing Grant to Support the University in Conducting Ocean Acidification Research 1 5450 Grant to Support the Project Thermogenic Protein Structure Comparisons During the Transition 1 24500 Support the Project "Arctic Ocean Marine National Monument Tribal Outreach " 1 15000 X X X 0 0 0 0 0 0 0 0 0 Mark J Spalding President 361013 0 0 0 0 0 19420 0 0 0 380433 0 0 0 Tamika Washington Finance & Operations Director 154515 0 0 0 0 0 11170 0 12086 0 177771 0 0 0 Shana Miller Program Director 158237 0 0 0 0 0 11505 0 1237 0 170979 0 0 0 Andrea Capuro Chief of Program 137200 0 0 0 0 0 7943 0 9643 0 154786 0 0 0 Kate Morrison Strategic Partnerships Director 150277 0 0 0 0 0 1275 0 0 0 151552 0 0 0 X 3 63818 FMV X 1 171160 FMV X 1 911092 FMV 0 0 1 0 Form 990, Part VI, Section A, 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. Form 990, Part VI, Section B, line 11b 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. Form 990, Part VI, Section B, line 12c 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. Form 990, Part VI, Section B, line 15 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. Form 990, Part VI, Section C, line 19 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. Form 990, Part IX, line 11g Project Managament Fees: Program service expenses 4,821,463. Management and general expenses 44,189. Fundraising expenses 0. Total expenses 4,865,652. IT & Computer Software: Program service expenses 15,834. Management and general expenses 179,697. Fundraising expenses 790. Total expenses 196,321. Other Professional fees: Program service expenses 538,099. Management and general expenses 3,740. Fundraising expenses 2,274. Total expenses 544,113. In Kind Services: Program service expenses -118,718. Management and general expenses 0. Fundraising expenses 0. Total expenses -118,718. Part XII Line 2c No change in process from prior year.