2026-06-09T16:18:26-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2025-01-01 471978379 MONTEREY BAY FISHERIES TRUST MONT 8312333101 101 COOPER STREET SANTA CRUZ CA 95060 MELISSA MAHONEY EXECUTIVE DIRECTOR 8312333101 2026-06-05 1 AUTUMN ROSSI P01404602 8317596300 2026-06-05 2025 2025-03-06 01:10:19Z MELISSA MAHONEY 101 COOPER STREET SANTA CRUZ CA 95060 639843 0 1 X MONTEREYBAYFISHERIESTRUST.ORG X 2014 CA TO ADVANCE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL SUSTAINABILITY OF MONTEREY BAY FISHERIES. 9 8 3 15 0 0 535885 497844 70003 124107 25253 9416 -12678 7956 618463 639323 0 0 0 0 378241 304016 0 0 92956 243604 249680 621845 553696 -3382 85627 1668930 1712081 220355 175601 1448575 1536480 X TO ENSURE SUSTAINABLE FISHERIES, RESILIENT COMMUNITIES AND A HEALTHY OCEAN FOR YEARS TO COME. 0 0 88399 0 0 INCEASING ACCESS TO, AVAILABILITY OF, AND DEMAND FOR LOCAL, SUSTAINABLE SEAFOOD: MBFT LED OUTREACH PROGRAMS AIMED AT RAISING AWARENESS AND DEMAND FOR LOCAL, SUSTAINABLE SEAFOOD. THROUGH DIGITAL STORYTELLING, VIDEOS, BLOGS, SOCIAL MEDIA, AND PRESENTATIONS, MBFT CONNECTED CONSUMERS WITH MONTEREY BAY SEAFOOD AND OUR FISHING COMMUNITY. WE EDUCATED CONSUMERS ABOUT SUSTAINABLE FISHERIES, HELPED THEM IDENTIFY AND PREPARE SEASONAL SEAFOOD, AND DIRECTED THEM TO BUSINESSES THAT SELL LOCAL SEAFOOD THROUGH OUR LOCAL CATCH GUIDE. STATS: 40 STORIES PUBLISHED FEATURING LOCAL SEAFOOD AND THE FISHING COMMUNITY; 100% INCREASE IN WEB TRAFFIC WITH 77K UNIQUE VISITORS; 23K VIEWS OF THE LOCAL CATCH GUIDE. 86066 0 300 SUSTAINING LOCAL FAMILIES AND FISHERIES: WE CONTINUED OUR MONTEREY BAY COMMUNITY SEAFOOD PROGRAM TO PROVIDE HEALTHY, SUSTAINABLY HARVESTED SEAFOOD TO COMMUNITY MEMBERS IN NEED OF FOOD ASSISTANCE, ALONG WITH MORE THAN $82K IN ECONOMIC SUPPORT TO OUR LOCAL FISHERMEN, FOOD WORKERS, AND SEAFOOD BUSINESSES. AS A DIRECT RESULT OF THIS PROGRAM, SECOND HARVEST OF SANTA CRUZ COUNTY HAS MADE A COMMITMENT TO SOURCE LOCAL SEAFOOD YEAR-ROUND. WE ARE CONTINUING OUR CONNECTIONS IN THE LOCAL FOOD SYSTEM NETWORK AND HOLD A SEAT ON THE CENTRAL COAST RESILIENT FOOD SYSTEMS CO-OP AS ONE OF TWO REPRESENTATIVES OF SEAFOOD. STATS: $82K RAISED TO PURCHASE 9K POUNDS OF LOCAL SEAFOOD; 24.2K SEAFOOD MEALS DONATED; 28 FISHERMEN AND 35 FOOD WORKERS SUPPORTED. 64356 0 124107 STRENGTHENING THE VIABILITY OF COMMERCIAL FISHING BUSINESSES IN MONTEREY: WE PROVIDED TECHNICAL ASSISTANCE, TOOLS, AND RESOURCES TO STRENGTHEN FISHING BUSINESSES AND HELP FISHERMEN NAVIGATE REGULATIONS. WE CONTINUED OUR QUOTA LEASING PROGRAM, PROTECTING LOCAL ACCESS TO SUSTAINABLE GROUNDFISH FISHING RIGHTS, AND SAVING FISHERMEN THOUSANDS OF DOLLARS IN LEASE FEES. THROUGH OUR PARTNERSHIP WITH CALIFORNIA FARMLINK, WE INCREASED FISHERMEN'S ACCESS TO TECHNICAL ASSISTANCE AND LOANS AND EXPLORED SUCCESSION PLANNING FOR RETIRING FISHERMEN AND NEW ENTRANTS. WE ADVOCATED TO STATE AND FEDERAL LEGISLATORS FOR INFRASTRUCTURE IMPROVEMENTS AND THE NEED TO SUPPORT FISHING COMMUNITY RESILIENCE. STATS: 10 FISHERMEN RECEIVED DIRECT TECHNICAL ASSISTANCE; 178K POUNDS OF GROUNDFISH WAS LEASED LOCALLY; 2.4K VIEWS OF WEB RESOURCES FOR FISHING BUSINESSES. 51635 450 SUPPORTING STAKEHOLDER ENGAGEMENT IN CONSERVATION AND MANAGEMENT: WE FACILITATED AND PROMOTED DIALOGUE AND COLLABORATION AMONG FISHERMEN, CONSERVATIONISTS, SCIENTISTS, LOCAL GOVERNMENT, AND LEGISLATORS. WE PROVIDED RESOURCES THROUGH OUR MONTHLY BUOY BULLETIN NEWSLETTER, WEBSITE, AND MEETINGS, AND CONTINUED TO SUPPORT FISHERMEN'S EDUCATION THROUGH THE MARINE RESOURCE EDUCATION PROGRAM (MREP). STATS: 82 MEMBERS OF THE FISHING COMMUNITY DIRECTLY PARTICIPATED IN OUR PROGRAMS; 627 STAKEHOLDERS RECEIVED RESOURCES VIA THE MONTHLY BUOY BULLETIN NEWSLETTER 52394 0 0 FUTURE OF BLUE IS A COMMUNITY-BASED EFFORT INITIATIVE THAT AIMS TO UNLOCK THE IMMENSE POTENTIAL OF MONTEREY BAY'S MARINE ECOSYSTEM AND HUMAN COMMUNITIES, CREATING A THRIVING, RESILIENT, AND INNOVATIVE REGIONAL BLUE ECONOMY BY 2030. AS STEWARDS OF THIS REMARKABLE ECOSYSTEM, WE RECOGNIZE THAT THE FUTURE OF MONTEREY BAY DEPENDS ON REVITALIZING OUR WORKING WATERFRONTS WHILE PRESERVING THE REGION'S RICH SOCIAL, CULTURAL, AND ECOLOGICAL HERITAGE. 104029 0 450 342850 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MELISSA MAHONEY 8313320465 101 COOPER ST SANTA CRUZ CA 95060 MELISSA MAHONEY EXECUTIVE DIRECTOR 40.00 X X 115198 0 34907 STEVE SCHEIBLAUER CHAIR 2.00 X X 0 0 0 ALYSON HUNTER PRESIDENT 2.00 X X 0 0 0 MARGARET SPRING VICE PRESIDENT 2.00 X X 0 0 0 MONICA GALLIGAN TREASURER 2.00 X X 0 0 0 CHAPS PODURI SECRETARY 2.00 X X 0 0 0 JOHN FIELD BOARD MEMBER 2.00 X 0 0 0 GILBERT VENDRYES BOARD MEMBER 2.00 X 0 0 0 ANTHONY ROGERS BOARD MEMBER 2.00 X 0 0 0 115198 0 34907 1 0 0 0 0 14753 483091 497844 QUOTA LEASE 110000 124107 124107 124107 9416 9416 5221 14753 490 4731 4731 1180 30 1150 1150 121 0 121 121 MISCELLANEOUS REVENUE 900099 1954 750 1204 1954 639323 124857 0 16622 X 150105 120084 11258 18763 126635 33139 64828 28668 6487 1896 3210 1381 3485 3463 22 17304 9344 5018 2942 3299 3299 98270 47151 12307 38812 10528 9756 772 6712 1978 4228 506 4838 1377 3027 434 2917 2613 115 189 1039 944 20 75 9700 9700 42000 42000 1472 1472 SEAFOOD PURCHASES 36634 36634 PROGRAM EXPENSE 25000 25000 DUES AND SUBSCRIPTIONS 6271 234 5645 392 STIPEND 1000 1000 553696 342850 117890 92956 196235 302627 310874 320285 76378 0 45500 1085443 1043669 1668930 1712081 13329 2332 207026 173269 220355 175601 X 1448575 1536480 1448575 1536480 1668930 1712081 85627 2278 0 X 0 0 0 X 383218 409183 329416 535885 497844 2155546 383218 409183 329416 535885 497844 2155546 518981 1636565 22 72 2998 13773 9416 26281 13593 7206 20799 2202626 433386 0.74300 0.68150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT TRUST TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE TRUST'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. MBFT'S 10 YEAR ANNIVERSARY 0 0 0 0 0 0 0 0 0 MELISSA MAHONEY EXECUTIVE DIRECTOR 115198 0 0 0 0 0 6180 0 28727 0 150105 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING, GOVERNING MEMBERS, THE EXECUTIVE DIRECTOR, AND THE OPERATIONS MANAGER REVIEW 990 FOR ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C ALL GOVERNING MEMBERS ARE REQUIRED TO REVIEW FOR POTENTIAL CONFLICTS PRIOR TO ACTION. MEMBERS ARE NOTIFIED IN ADVANCE OF ITEMS TO BE DISCUSSED AS NOTED ON AGENDA. BOARD MEMBERS SIGN AN ANNUAL STATEMENT THAT THEY ARE AWARE OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S GOVERNING BODY REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES, INCLUDING COST-OF-LIVING ADJUSTMENTS, USING COMPARABILITY DATA AND CONSULTATION WITH RELEVANT PROFESSIONALS. GOVERNING MEMBERS ANNUALLY REVIEW KEY OFFICERS AND/OR EMPLOYEES COMPENSATION IN CONSULTATION WITH COMPARABLE ORGANIZATIONS, REVIEW OF WRITTEN COMPARABLE DATA, AND IN CONSULTATION WITH HUMAN RESOURCES CONSULTANTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND DISCLOSURES MAY BE GRANTED UPON RECEIPT OF WRITTEN REQUEST, SUBJECT TO REVIEW AND APPROVAL OF THE GOVERNING MEMBERS AND IN ACCORDANCE WITH ALL APPLICABLE STATUTES. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 47,151. MANAGEMENT AND GENERAL EXPENSES 12,307. FUNDRAISING EXPENSES 38,812. TOTAL EXPENSES 98,270.