TY 2023 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

BRISTOL BAY SCIENCE & RESEARCH INSTITUTE

Employer identification number

92-0168036

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,354,919	1,298,889	1,215,416	1,742,445	2,005,671	7,617,340
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,354,919	1,298,889	1,215,416	1,742,445	2,005,671	7,617,340
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						5,081,057
6	Public support. Subtract line 5 from line 4.						2,536,283

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	1,354,919	1,298,889	1,215,416	1,742,445	2,005,671	7,617,340
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	27,239	4,478	110	16,274	64,424	112,525
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						7,729,865

Gross receipts from related activities, etc. (see instructions) ..................

429,614

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

32.810 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

26.950 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
FACTS AND CIRCUMSTANCES FOR THE BRISTOL BAY SCIENCE AND RESEARCH INSTITUTE (BBSRI), 501(C)(3)EXECUTIVE SUMMARYIN THE TAX YEAR 2023, BBSRI'S PUBLIC SUPPORT PERCENTAGE AVERAGED OVER FIVE YEARS (AND ADJUSTED FOR EXCESS CONTRIBUTIONS OVER 2%) WAS 32.81%. THIS IS BELOW 33.3% BUT REMAINED 22.81% GREATER THAN THE 10% MINIMUM. THEREFORE, TO QUALIFY AS A PUBLIC CHARITY, FURTHER INFORMATION MUST BE EVALUATED. THE PURPOSE OF THIS DOCUMENT IS TO PROVIDE INFORMATION THAT PERTAINS TO THE FACTS AND CIRCUMSTANCES TEST TO EVALUATE BBSRI PUBLIC CHARITY STATUS. THE DOCUMENT IS ORGANIZED TO ADDRESS EACH STIPULATION OF 26 CFR: 1.170A-9(F)(3).- BBSRI'S MISSION IS TO PROVIDE ECONOMIC AND SOCIAL BENEFITS TO THE PUBLIC IN BRISTOL BAY, ALASKA, AND BY DOING SO, BENEFITS A LARGE NUMBER OF PEOPLE IN ALASKA AND AROUND THE US. - IN 2023, BBSRI'S PUBLIC SUPPORT PERCENTAGE WAS 32.81%.- BBSRI CONDUCTS FUND RAISING ANNUALLY TO ATTRACT NEW SUPPORT. ALMOST ALL ITS RESEARCH IS SUPPORTED BY ANNUAL COMMITMENTS MADE BY BENEFACTORS THAT REQUIRE ORGANIZED AND ONGOING FUND-RAISING EFFORTS.- SOURCES OF SUPPORT TO BBSRI ARE BROAD AND EACH YEAR INCLUDE A 1,980-MEMBER FISHERMEN ASSOCIATION, THE STATE OF ALASKA, THE FEDERAL GOVERNMENT, 12 SALMON PROCESSING COMPANIES, FISHING COMPANIES THAT OPERATE IN THE OFFSHORE FEDERAL FISHERY, MUNICIPALITIES AND BOROUGHS, VILLAGE GOVERNMENTS, AND FISHING INDUSTRY SUPPORT COMPANIES. - BBSRI PROVIDES SEVERAL SERVICES DIRECTLY TO THE PUBLIC, INCLUDING A RESEARCH PROGRAM OPERATED IN THE BERING SEA FOR 35 DAYS BEGINNING MID-JUNE EACH YEAR. AS PART OF THE PORT MOLLER TEST FISHING PROGRAM, BBSRI PROVIDES THOUSANDS OF PEOPLE, INCLUDING THOSE IN THE FISHING INDUSTRY, STATE FISHERY MANAGERS, AND THE PUBLIC WITH DAILY UPDATES ON THE STRENGTH OF THE DEVELOPING SALMON RUNS. THESE UPDATES ARE DISTRIBUTED BY EMAIL DAILY TO 1,228 SUBSCRIBERS, TEXTED TO 600 SUBSCRIBERS, AND POSTED ON BBSRI'S WEBSITE. - BBSRI'S GOVERNING BODY IS RESTRICTED TO RESIDENTS OF BRISTOL BAY COMMUNITIES BUT ITS DIRECTORS REPRESENT A BROAD ARRAY OF INTERESTS AND SERVE IN MANY CAPACITIES, INCLUDING LOCAL VILLAGE AND MUNICIPAL GOVERNMENTS, CORPORATIONS, NON-PROFITS, AND ADVISORY ROLES TO GOVERNMENT POLICY AND REGULATORY BODIES.- BBSRI FUNDS, CONDUCTS, AND PUBLISHES SCHOLARLY STUDIES; ON ITS OWN AND IN COLLABORATION WITH UNIVERSITIES, IT CONDUCTS AND DISTRIBUTES THESE RESULTS VIA CONFERENCES AND PEER-REVIEWED PUBLICATIONS.- BBSRI SCIENTISTS AND THOSE IT SUPPORTS REGULARLY PARTICIPATE IN PROGRAMS INVOLVING THE PUBLIC TO PRESENT THEIR RESEARCH RESULTS. BBSRI OFTEN SETS UP ADVISORY PANELS OF THOSE FROM FISHERY STAKEHOLDERS, INDUSTRY, GOVERNMENT, AND ACADEMIA TO ASSIST AND IMPROVE THE QUALITY AND APPLICABILITY OF ITS APPLIED RESEARCH. - MUCH OF BBSRI'S WORK IS CONDUCTED UNDER GRANT AND CONTRACT ARRANGEMENTS WITH THE REGIONAL, STATE, AND FEDERAL GOVERNMENTS, INDUSTRY, AND THE REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION, WHERE IT IS HELD ACCOUNTABLE FOR CLEAR DELIVERABLES AS CONDITION OF SUPPORT. INTRODUCTIONIN THE TAX YEAR 2023, BBSRI'S PUBLIC SUPPORT PERCENTAGE AVERAGED OVER FIVE YEARS (AND ADJUSTED FOR EXCESS CONTRIBUTIONS OVER 2%) WAS 32.81%. THE PURPOSE OF THIS DOCUMENT IS TO PROVIDE INFORMATION THAT PERTAINS TO THE FACTS AND CIRCUMSTANCES EVALUATION OF WHETHER BBSRI IS A PUBLIC CHARITY. AFTER A BRIEF BACKGROUND ON BBSRI, THIS DOCUMENT IS ORGANIZED TO ADDRESS STIPULATIONS OR GUIDANCE PROVIDED BY 26 CFR: 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST.BBSRI WAS INCORPORATED IN 1998 AND IS A WHOLLY OWNED SUBSIDIARY OF THE BRISTOL BAY ECONOMIC DEVELOPMENT CORPORATION (BBEDC). BBEDC IS A NON-PROFIT 501(C)(4) CORPORATION ESTABLISHED UNDER THE MAGNUSON-STEVENS ACT. BBSRI'S MISSION:TO UNDERTAKE SCIENTIFIC RESEARCH AND MANAGEMENT THAT WILL FOSTER ECONOMIC AND SOCIAL BENEFITS TO THE RESIDENTS AND COMMUNITIES OF BRISTOL BAY TO ENSURE SUSTAINABILITY OF THE REGION'S RENEWABLE NATURAL RESOURCES WITH AN EMPHASIS ON ITS FISH STOCKS AND FISHERIES.BBSRI BRINGS FINANCIAL AND TECHNICAL RESOURCES, LEADERSHIP, AND FOCUS TO IMPORTANT TOPICS AND RESEARCH NEEDS THAT OFTEN "FALL BETWEEN THE CRACKS" OF AGENCIES WITH DECLINING BUDGETS AND/OR CONSTRAINED BY NARROW MANDATES. FOR EXAMPLE, THE STATE OF ALASKA IS RESPONSIBLE FOR ENSURING THAT THE BAY SALMON FISHERY PROVIDES A SUSTAINABLE CATCH OVER TIME, BUT NO STATE OR FEDERAL AGENCY HAS A MANDATE TO ENSURE ECONOMIC VITALITY OF THE FISHERY. STEMMING DIRECTLY FROM ITS MISSION, MUCH OF BBSRI'S WORK OVER THE LAST 20 YEARS HAS BEEN TOWARD FOSTERING THE ECONOMIC HEALTH AND VITALITY OF THE REGION AND ITS RESIDENTS. BBSRI CONDUCTS APPLIED RESEARCH AND RESOURCE MONITORING, CONTRACTS WITH UNIVERSITIES AND INDUSTRY, AND ASSISTS AGENCIES WITH SECURING FUNDING TO ASSIST THEM WITH CARRYING OUT THEIR MISSIONS TO THE EXTENT BBSRI'S MISSION IS ALSO ADDRESSED. BBSRI RECEIVES FINANCIAL SUPPORT FROM ITS PARENT ORGANIZATION (BBEDC), STATE OF ALASKA, FEDERAL GOVERNMENT, FISHERMEN AND FISHING ORGANIZATIONS, THE FISH PROCESSING INDUSTRY, MUNICIPALITIES AND VILLAGES, AND SUPPORT INDUSTRIES TO THE FISHERY. IN CARRYING OUT ITS WORK, BBSRI COLLABORATES WITH UNIVERSITIES, GOVERNMENT AGENCIES, LOCAL COMMUNITIES, AND THOSE IN THE FISHING INDUSTRY.THROUGH ITS WORK OVER THE LAST TWO DECADES, BBSRI HAS POSITIVELY IMPACTED THE REGION AND ITS INHABITANTS, AND THE MUCH BROADER FISHING INDUSTRY IN THE WORLD'S MOST VALUABLE SALMON FISHERY. THE INDUSTRY IS COMPRISED OF THOUSANDS OF FISHERMEN, FISH PROCESSING COMPANIES, AND SUPPORT INDUSTRIES WHO ARE BASED THROUGHOUT THE USA. FINANCIAL SUPPORT WE RECEIVE, AND PARTICIPATION FROM COMPANIES, ORGANIZATIONS, AND INDIVIDUALS OUTSIDE OF THE REGION, IS A TESTAMENT TO THE VALUE AND BENEFITS THAT BBSRI PROVIDES TO A BROAD PUBLIC.

Facts And Circumstances Test

FACTS AND CIRCUMSTANCES FOR THE BRISTOL BAY SCIENCE AND RESEARCH INSTITUTE (BBSRI), 501(C)(3)EXECUTIVE SUMMARYIN THE TAX YEAR 2023, BBSRI'S PUBLIC SUPPORT PERCENTAGE AVERAGED OVER FIVE YEARS (AND ADJUSTED FOR EXCESS CONTRIBUTIONS OVER 2%) WAS 32.81%. THIS IS BELOW 33.3% BUT REMAINED 22.81% GREATER THAN THE 10% MINIMUM. THEREFORE, TO QUALIFY AS A PUBLIC CHARITY, FURTHER INFORMATION MUST BE EVALUATED. THE PURPOSE OF THIS DOCUMENT IS TO PROVIDE INFORMATION THAT PERTAINS TO THE FACTS AND CIRCUMSTANCES TEST TO EVALUATE BBSRI PUBLIC CHARITY STATUS. THE DOCUMENT IS ORGANIZED TO ADDRESS EACH STIPULATION OF 26 CFR: 1.170A-9(F)(3).- BBSRI'S MISSION IS TO PROVIDE ECONOMIC AND SOCIAL BENEFITS TO THE PUBLIC IN BRISTOL BAY, ALASKA, AND BY DOING SO, BENEFITS A LARGE NUMBER OF PEOPLE IN ALASKA AND AROUND THE US. - IN 2023, BBSRI'S PUBLIC SUPPORT PERCENTAGE WAS 32.81%.- BBSRI CONDUCTS FUND RAISING ANNUALLY TO ATTRACT NEW SUPPORT. ALMOST ALL ITS RESEARCH IS SUPPORTED BY ANNUAL COMMITMENTS MADE BY BENEFACTORS THAT REQUIRE ORGANIZED AND ONGOING FUND-RAISING EFFORTS.- SOURCES OF SUPPORT TO BBSRI ARE BROAD AND EACH YEAR INCLUDE A 1,980-MEMBER FISHERMEN ASSOCIATION, THE STATE OF ALASKA, THE FEDERAL GOVERNMENT, 12 SALMON PROCESSING COMPANIES, FISHING COMPANIES THAT OPERATE IN THE OFFSHORE FEDERAL FISHERY, MUNICIPALITIES AND BOROUGHS, VILLAGE GOVERNMENTS, AND FISHING INDUSTRY SUPPORT COMPANIES. - BBSRI PROVIDES SEVERAL SERVICES DIRECTLY TO THE PUBLIC, INCLUDING A RESEARCH PROGRAM OPERATED IN THE BERING SEA FOR 35 DAYS BEGINNING MID-JUNE EACH YEAR. AS PART OF THE PORT MOLLER TEST FISHING PROGRAM, BBSRI PROVIDES THOUSANDS OF PEOPLE, INCLUDING THOSE IN THE FISHING INDUSTRY, STATE FISHERY MANAGERS, AND THE PUBLIC WITH DAILY UPDATES ON THE STRENGTH OF THE DEVELOPING SALMON RUNS. THESE UPDATES ARE DISTRIBUTED BY EMAIL DAILY TO 1,228 SUBSCRIBERS, TEXTED TO 600 SUBSCRIBERS, AND POSTED ON BBSRI'S WEBSITE. - BBSRI'S GOVERNING BODY IS RESTRICTED TO RESIDENTS OF BRISTOL BAY COMMUNITIES BUT ITS DIRECTORS REPRESENT A BROAD ARRAY OF INTERESTS AND SERVE IN MANY CAPACITIES, INCLUDING LOCAL VILLAGE AND MUNICIPAL GOVERNMENTS, CORPORATIONS, NON-PROFITS, AND ADVISORY ROLES TO GOVERNMENT POLICY AND REGULATORY BODIES.- BBSRI FUNDS, CONDUCTS, AND PUBLISHES SCHOLARLY STUDIES; ON ITS OWN AND IN COLLABORATION WITH UNIVERSITIES, IT CONDUCTS AND DISTRIBUTES THESE RESULTS VIA CONFERENCES AND PEER-REVIEWED PUBLICATIONS.- BBSRI SCIENTISTS AND THOSE IT SUPPORTS REGULARLY PARTICIPATE IN PROGRAMS INVOLVING THE PUBLIC TO PRESENT THEIR RESEARCH RESULTS. BBSRI OFTEN SETS UP ADVISORY PANELS OF THOSE FROM FISHERY STAKEHOLDERS, INDUSTRY, GOVERNMENT, AND ACADEMIA TO ASSIST AND IMPROVE THE QUALITY AND APPLICABILITY OF ITS APPLIED RESEARCH. - MUCH OF BBSRI'S WORK IS CONDUCTED UNDER GRANT AND CONTRACT ARRANGEMENTS WITH THE REGIONAL, STATE, AND FEDERAL GOVERNMENTS, INDUSTRY, AND THE REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION, WHERE IT IS HELD ACCOUNTABLE FOR CLEAR DELIVERABLES AS CONDITION OF SUPPORT. INTRODUCTIONIN THE TAX YEAR 2023, BBSRI'S PUBLIC SUPPORT PERCENTAGE AVERAGED OVER FIVE YEARS (AND ADJUSTED FOR EXCESS CONTRIBUTIONS OVER 2%) WAS 32.81%. THE PURPOSE OF THIS DOCUMENT IS TO PROVIDE INFORMATION THAT PERTAINS TO THE FACTS AND CIRCUMSTANCES EVALUATION OF WHETHER BBSRI IS A PUBLIC CHARITY. AFTER A BRIEF BACKGROUND ON BBSRI, THIS DOCUMENT IS ORGANIZED TO ADDRESS STIPULATIONS OR GUIDANCE PROVIDED BY 26 CFR: 1.170A-9(F)(3), THE FACTS AND CIRCUMSTANCES TEST.BBSRI WAS INCORPORATED IN 1998 AND IS A WHOLLY OWNED SUBSIDIARY OF THE BRISTOL BAY ECONOMIC DEVELOPMENT CORPORATION (BBEDC). BBEDC IS A NON-PROFIT 501(C)(4) CORPORATION ESTABLISHED UNDER THE MAGNUSON-STEVENS ACT. BBSRI'S MISSION:TO UNDERTAKE SCIENTIFIC RESEARCH AND MANAGEMENT THAT WILL FOSTER ECONOMIC AND SOCIAL BENEFITS TO THE RESIDENTS AND COMMUNITIES OF BRISTOL BAY TO ENSURE SUSTAINABILITY OF THE REGION'S RENEWABLE NATURAL RESOURCES WITH AN EMPHASIS ON ITS FISH STOCKS AND FISHERIES.BBSRI BRINGS FINANCIAL AND TECHNICAL RESOURCES, LEADERSHIP, AND FOCUS TO IMPORTANT TOPICS AND RESEARCH NEEDS THAT OFTEN "FALL BETWEEN THE CRACKS" OF AGENCIES WITH DECLINING BUDGETS AND/OR CONSTRAINED BY NARROW MANDATES. FOR EXAMPLE, THE STATE OF ALASKA IS RESPONSIBLE FOR ENSURING THAT THE BAY SALMON FISHERY PROVIDES A SUSTAINABLE CATCH OVER TIME, BUT NO STATE OR FEDERAL AGENCY HAS A MANDATE TO ENSURE ECONOMIC VITALITY OF THE FISHERY. STEMMING DIRECTLY FROM ITS MISSION, MUCH OF BBSRI'S WORK OVER THE LAST 20 YEARS HAS BEEN TOWARD FOSTERING THE ECONOMIC HEALTH AND VITALITY OF THE REGION AND ITS RESIDENTS. BBSRI CONDUCTS APPLIED RESEARCH AND RESOURCE MONITORING, CONTRACTS WITH UNIVERSITIES AND INDUSTRY, AND ASSISTS AGENCIES WITH SECURING FUNDING TO ASSIST THEM WITH CARRYING OUT THEIR MISSIONS TO THE EXTENT BBSRI'S MISSION IS ALSO ADDRESSED. BBSRI RECEIVES FINANCIAL SUPPORT FROM ITS PARENT ORGANIZATION (BBEDC), STATE OF ALASKA, FEDERAL GOVERNMENT, FISHERMEN AND FISHING ORGANIZATIONS, THE FISH PROCESSING INDUSTRY, MUNICIPALITIES AND VILLAGES, AND SUPPORT INDUSTRIES TO THE FISHERY. IN CARRYING OUT ITS WORK, BBSRI COLLABORATES WITH UNIVERSITIES, GOVERNMENT AGENCIES, LOCAL COMMUNITIES, AND THOSE IN THE FISHING INDUSTRY.THROUGH ITS WORK OVER THE LAST TWO DECADES, BBSRI HAS POSITIVELY IMPACTED THE REGION AND ITS INHABITANTS, AND THE MUCH BROADER FISHING INDUSTRY IN THE WORLD'S MOST VALUABLE SALMON FISHERY. THE INDUSTRY IS COMPRISED OF THOUSANDS OF FISHERMEN, FISH PROCESSING COMPANIES, AND SUPPORT INDUSTRIES WHO ARE BASED THROUGHOUT THE USA. FINANCIAL SUPPORT WE RECEIVE, AND PARTICIPATION FROM COMPANIES, ORGANIZATIONS, AND INDIVIDUALS OUTSIDE OF THE REGION, IS A TESTAMENT TO THE VALUE AND BENEFITS THAT BBSRI PROVIDES TO A BROAD PUBLIC.

Return Reference	Explanation
SCH A PART II SECTION C LINE 17A	INFORMATION TO ADDRESS IN CFR 1.17A-9 (F)(3) 1.170A-9(F)(3)(I) TEN-PERCENT SUPPORT LIMITATION BBSRI'S CURRENT SUPPORT IS GREATER THAN 10%. 1.170A-9(F)(3)(II) ATTRACTION OF PUBLIC SUPPORT ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON CONTINUOUS BASIS: JORDAN HEAD, BBSRI'S EXECUTIVE DIRECTOR, IS RESPONSIBLE FOR LEADING, ORGANIZING, AND CONDUCTING BBSRI'S ONGOING FUND RAISING FROM GOVERNMENT AGENCIES, INDUSTRIES, THE PUBLIC, AND LOCAL GOVERNMENTS THAT BENEFIT FROM THE WORK THE ORGANIZATION CONDUCTS. MR. HEAD LEADS AND DIRECTS FUND RAISING AND GRANT APPLICATIONS, INCLUDING OVERSEEING SUBCONTRACTORS WHO ASSIST IN FUND RAISING EFFORTS FROM TIME TO TIME. ALMOST ALL THE SUPPORT BBSRI RECEIVES IS BASED ON AN ANNUAL FUNDING, EXCEPT FOR SOME 2- AND 3-YEAR GRANTS. ANNUAL SUPPORT REQUIRES ONGOING REPORTING, PROPOSAL WRITING, AND FUND RAISING. NUMEROUS BENEFACTORS OF BBSRI ARE APPROACHED ANNUALLY WITH PROPOSED RESEARCH PROJECTS. AS NOTED IN A SECTION BELOW, THE BRISTOL BAY FISHERIES COLLABORATIVE (BBFC) WAS ESTABLISHED IN 2016, WHICH CREATED A RIGOROUS AND EFFICIENT WAY TO SOLICIT SUPPORT FROM 26 ORGANIZATIONS, INCLUDING LOCAL AND NATIVE GOVERNMENTS, FISHING ORGANIZATIONS, COMPANIES, AND INDIVIDUALS THAT SUPPORT THE MISSION OF BBSRI. BBFC REQUIRES ANNUAL MEETINGS AND REPORTING, AND A FORUM FOR OUTREACH TO SECURE SUPPORT IN FUTURE YEARS. IN THE PAST, BBSRI HAS DISTRIBUTED PLEDGE CARDS AMONG BRISTOL BAY'S FISH PROCESSORS TO DISTRIBUTE TO ALMOST 3,000 FISHERMEN, TO REQUEST CONTRIBUTIONS TO BE USED TOWARD APPLIED RESEARCH AND MONITORING OF LOCAL FISH STOCKS. ALASKA STATUTE 43.77.040 (A) PROVIDES A CREDIT TO TAXPAYERS WHO HARVEST FISH UNDER THE STATE'S COMMUNITY DEVELOPMENT (CDQ) PROGRAM OF UP TO 45.45% OF THE LANDING TAX THAT THEY WOULD OTHERWISE PAY ON BEHALF OF HARVESTED CDQ FISHERIES QUOTA. AS DETERMINED AND RULED ON BY THE STATE'S DEPARTMENT OF REVENUE, MUCH OF BBSRI RESEARCH QUALIFIES UNDER THIS STATUTE AS "RESEARCH PROJECTS RELATING TO ALASKA FISHERIES." IN DECEMBER OF EACH YEAR, BBSRI APPROACHES FISHING COMPANIES THAT HARVEST CDQ QUOTA WITH A LIST OF UPCOMING RESEARCH INITIATIVES THAT QUALIFY UNDER AS 43.77.040 (A) AND RECEIVES FINANCIAL SUPPORT FROM ALL COMPANIES THAT IT HAS APPROACHED. 1.170A-9(F)(3)(III) ADDITIONAL FACTORS TO CONSIDER (A) PERCENTAGE OF FINANCIAL SUPPORT COMPARED TO THE MINIMUM: THE CURRENT 32.81% IS 3X THE MINIMUM 10% REQUIREMENT. (B) SOURCES OF SUPPORT (BROAD VS NARROW): ANNUALLY, BBSRI RECEIVES SUPPORT FROM A WIDE ARRAY AND DIVERSITY OF ORGANIZATIONS AND INDIVIDUALS. THIS INCLUDES 15 COMPANIES IN THE SALMON AND OFFSHORE FISHING INDUSTRIES, INDIVIDUAL FISHERMEN, STATE OF ALASKA, NON-PROFIT ORGANIZATIONS, A REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION (WHICH REPRESENTS 1,980 DRIFTNET FISHERMEN), VILLAGE GOVERNMENTS, SETNET FISHERMEN, AND LOCAL MUNICIPALITIES. BBSRI HAS SOUGHT AND RECEIVED MULTI-YEAR GRANTS FROM THE STATE OF ALASKA VIA THE ALASKA SUSTAINABLE SALMON FUND (WWW.AKSSF.ORG/), AND FROM THE BRISTOL BAY HERITAGE LAND TRUST, SOUTHWEST ALASKA SALMON HABITAT PARTNERSHIP, NORTH PACIFIC RESEARCH BOARD, THE US FISH AND WILDLIFE SERVICE, AND THE FEDERAL SALTONSTALL-KENNEDY GRANT PROGRAM. IN 2016, BBSRI ORGANIZED A BROAD-BASED FUND-RAISING EFFORT TO SUPPORT MANAGEMENT OF THE BRISTOL BAY SALMON FISHERIES AND THIS STILL ONGOING THROUGH 2023 (AND BEYOND). THE INITIATIVE LED TO THE FORMATION OF THE BRISTOL BAY FISHERIES COLLABORATIVE (BBFC; WWW.BBSRI.ORG/BBFC), WHICH, COMBINED WITH BBSRI'S MATCHING CONTRIBUTION, RAISED $577,054 TO FUND FISHERIES RESEARCH AND MONITORING IN 2020. A TOTAL OF 19 ORGANIZATIONS AND INDIVIDUALS CONTRIBUTED A TOTAL OF $288,527 TO BBSRI TO SUPPORT BBFC IN 2020 ALONE. BBSRI HAS RAISED FROM OTHERS MORE THAN $1.8 MILLION DOLLARS TO FUND BBFC IN THE LAST FOUR YEARS. IN 2021, BBFC WAS THE IMPETUS FOR A LARGE, TWO-YEAR ALASKA LEGISLATIVE INCREMENT TO THE STATE'S OPERATING BUDGET OF $1.6 MILLION. (C) REPRESENTATIVE GOVERNING BODY (BROAD VS NARROW INTERESTS): BBSRI'S 7-MEMBER BOARD OF DIRECTORS ARE FROM COMMUNITIES WITHIN THE BRISTOL BAY REGION AND REPRESENT A BROAD CROSS-SECTION OF THE PUBLIC. INDIVIDUAL DIRECTORS SERVE IN MANY CAPACITIES, INCLUDING LEADERSHIP POSITIONS IN LOCAL VILLAGE AND MUNICIPAL GOVERNMENTS, CORPORATIONS, COUNCILS AND ADVISORY BODIES TO GOVERNMENT POLICY AND REGULATION, AND NON-PROFIT ENTITIES. CURRENT DIRECTORS, THEIR HOMETOWN AND SELECTED AFFILIATIONS ARE AS FOLLOWS. H. ROBIN SAMUELSEN, JR., VICE - CHAIR (DIRECTOR, BRISTOL BAY NATIVE CORPORATION; CURYUNG TRIBAL COUNCIL), VICTOR SEYBERT (PILOT POINT; DIRECTOR, BRISTOL BAY NATIVE CORP. (BBNA); BRISTOL BAY AREA HEALTH CORPORATION), HATTIE ALBECKER, SECRETARY (UGASHIK, VP, UGASHIK TRADITIONAL VILLAGE), ROBERT HEYANO, TREASURER (EKUK; PRESIDENT, EKUK VILLAGE COUNCIL, CHAIRMAN, UNITED TRIBES OF BRISTOL BAY, DIRECTOR, BRISTOL BAY NATIVE ASSOCIATION) MARYANN JOHNSON (PORTAGE CREEK; DIRECTOR, UNITED TRIBES OF BRISTOL BAY), JIMMY COOPCHIAK (TOGIAK, TRADITIONAL VILLAGE OF TOGIAK) GERDA KOSBRUK CHAIR (PORT HEIDEN; DIRECTOR, LAKE AND PENINSULA SCHOOL BOARD). (D) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES 1. PROVIDE SERVICES DIRECTLY TO THE PUBLIC? YES. BBSRI'S WORK PRODUCTS ARE PROVIDED TO THE PUBLIC AT OUR WEBSITE (WWW.BBSRI.ORG), VIA EMAIL AND TEXTING LISTS, AND VIA PUBLIC MEETINGS. ONE EXAMPLE OF AN ANNUAL SERVICE TO THE PUBLIC: BBSRI OPERATES AN ANNUAL PORT MOLLER TEST FISHERY IN THE BERING SEA AND PROVIDES FREE DAILY UPDATES AND INTERPRETATIONS OF THE STRENGTH OF THE DEVELOPING SALMON RUN FOR ~35 DAYS BEGINNING JUNE 10TH. THIS INFORMATION IS USED BY FISHERY MANAGERS, FISHERMEN, PROCESSORS, SUPPORT INDUSTRIES, SHIPPING COMPANIES, AND FISH BUYERS TO ALLOCATE AND DISTRIBUTE THEIR EFFORTS AROUND BRISTOL BAY. DAILY UPDATES ARE SENT TO AN EMAIL DISTRIBUTION LIST THAT WAS 1,228 RECIPIENTS IN 2023. THESE DAILY UPDATES ARE ALSO TEXTED TO OVER 600 SUBSCRIBERS AND ARE POSTED ON BBSRI'S WEBSITE WHERE THERE ARE OVER 7,500 PAGE VIEWS ANNUALLY FROM INDIVIDUALS IN ALL 50 STATES AND FROM AROUND THE WORLD. THE PAGE VIEWS ONLINE ARE BY THE GENERAL PUBLIC, MEDIA, FISH BUYERS FROM EUROPE, AND BY THOSE FROM THE EMAIL DISTRIBUTION LIST WHO WERE SEEKING ADDITIONAL DETAILED INFORMATION ABOUT THE PORT MOLLER TEST FISHERY. 2. EDUCATIONAL OR RESEARCH INSTITUTIONS THAT REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES, UNIVERSITIES, AND/OR PUBLIC. YES. BBSRI FUNDS, CONDUCTS, AND PUBLISHES SCHOLARLY STUDIES; IT COLLABORATES WITH THE UNIVERSITIES TO CONDUCT AND DISTRIBUTE THESE RESULTS VIA CONFERENCES AND PEER-REVIEWED PUBLICATIONS (SEE BELOW FOR THE MOST RECENT TWO PUBLICATIONS). RESEARCH REPORTS ARE POSTED ON SEVERAL PAGES AT ITS WEBSITE. 3. ADDITIONAL FACTORS I. PARTICIPATE IN OR SPONSOR EVENTS WITH PUBLIC WITH SPECIAL KNOWLEDGE: BBSRI SCIENTISTS AND THOSE IT FINANCIALLY SUPPORTS REGULARLY PARTICIPATE IN PROGRAMS INVOLVING THE PUBLIC TO PRESENT THEIR RESEARCH RESULTS. BBSRI HAS SET UP ADVISORY PANELS OF THOSE FROM INDUSTRY, GOVERNMENT AND ACADEMIA TO ASSIST WITH ITS RESEARCH TO IMPROVE THE QUALITY AND APPLICABILITY OF OUR APPLIED RESEARCH (E.G., SEE WWW.BBSRI.ORG/ESCAPEMENT-GOAL-ANALYSIS FOR INFORMATION ABOUT THE MOST RECENT ADVISORY PANEL). A RECENTLY COMPLETED "ESCAPEMENT GOAL ANALYSIS" LED AND FUNDED BY BBSRI WAS PRESENTED TO THE ALASKA BOARD OF FISHERIES IN MARCH 2015, WHERE IT ADOPTED THE STUDY'S RECOMMENDATIONS INTO REGULATORY POLICY (5 AAC 06.355). THE SCIENTIFIC RESULTS OF THIS WORK WERE PRESENTED AT THE ANNUAL MEETING OF THE AMERICAN FISHERIES SOCIETY (AUGUST 2017), AND TWO MANUSCRIPTS WERE SUBMITTED IN 2017 FOR PUBLICATION TO THE PRESTIGIOUS CANADIAN JOURNAL OF FISHERIES AND AQUATIC SCIENCES. THE FIRST OF THESE WAS PUBLISHED IN APRIL 2018 AND THE SECOND HAS BEEN REVISED, RESUBMITTED, AND IS "IN PRESS".
SCH A PART II SECTION C LINE 17A	WANG, Y.-L.J., ANDERSON, C.M., CUNNINGHAM, C.J., HILBORN, R., AND LINK, M.R. APRIL 2018. DOES MORE FISH MEAN MORE MONEY? EVALUATING ALTERNATIVE ESCAPEMENT GOALS IN THE BRISTOL BAY SALMON FISHERY. CANADIAN JOURNAL OF FISHERIES AND AQUATIC SCIENCES. HTTPS://DOI.ORG/10.1139/CJFAS-2017-0336 CUNNINGHAM, C.J., ANDERSON, C.M., WANG, Y.-L.J., LINK, M.R., AND HILBORN, R. (IN PRESS). A MANAGEMENT STRATEGY EVALUATION OF THE COMMERCIAL SOCKEYE SALMON FISHERY IN BRISTOL BAY, ALASKA. CANADIAN JOURNAL OF FISHERIES AND AQUATIC SCIENCES. III. HELD ACCOUNTABLE AS CONDITION OF GRANT/CONTRACT/CONTRIBUTION. NEARLY ALL OF BBSRI'S WORK, INCLUDING THE ANNUAL PORT MOLLER TEST FISHERY, IS CONDUCTED UNDER GRANT AND CONTRACTUAL AGREEMENTS, AND REPORTS AND PUBLICATIONS ARE REQUIRED AS PART OF THESE ARRANGEMENTS. THE ESCAPEMENT GOAL ANALYSIS MENTIONED ABOVE WAS SUPPORTED IN PART BY A GRANT FROM THE BRISTOL BAY REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION (WWW.BBRSDA.COM/), WHICH IS A 501 (C) (6). (E) ADDITIONAL FACTORS FOR MEMBERSHIP ORGANIZATIONS: BBSRI IS NOT A MEMBERSHIP ORGANIZATION.

Return Reference

Explanation

SCH A PART II SECTION C LINE 17A

INFORMATION TO ADDRESS IN CFR 1.17A-9 (F)(3) 1.170A-9(F)(3)(I) TEN-PERCENT SUPPORT LIMITATION BBSRI'S CURRENT SUPPORT IS GREATER THAN 10%. 1.170A-9(F)(3)(II) ATTRACTION OF PUBLIC SUPPORT ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON CONTINUOUS BASIS: JORDAN HEAD, BBSRI'S EXECUTIVE DIRECTOR, IS RESPONSIBLE FOR LEADING, ORGANIZING, AND CONDUCTING BBSRI'S ONGOING FUND RAISING FROM GOVERNMENT AGENCIES, INDUSTRIES, THE PUBLIC, AND LOCAL GOVERNMENTS THAT BENEFIT FROM THE WORK THE ORGANIZATION CONDUCTS. MR. HEAD LEADS AND DIRECTS FUND RAISING AND GRANT APPLICATIONS, INCLUDING OVERSEEING SUBCONTRACTORS WHO ASSIST IN FUND RAISING EFFORTS FROM TIME TO TIME. ALMOST ALL THE SUPPORT BBSRI RECEIVES IS BASED ON AN ANNUAL FUNDING, EXCEPT FOR SOME 2- AND 3-YEAR GRANTS. ANNUAL SUPPORT REQUIRES ONGOING REPORTING, PROPOSAL WRITING, AND FUND RAISING. NUMEROUS BENEFACTORS OF BBSRI ARE APPROACHED ANNUALLY WITH PROPOSED RESEARCH PROJECTS. AS NOTED IN A SECTION BELOW, THE BRISTOL BAY FISHERIES COLLABORATIVE (BBFC) WAS ESTABLISHED IN 2016, WHICH CREATED A RIGOROUS AND EFFICIENT WAY TO SOLICIT SUPPORT FROM 26 ORGANIZATIONS, INCLUDING LOCAL AND NATIVE GOVERNMENTS, FISHING ORGANIZATIONS, COMPANIES, AND INDIVIDUALS THAT SUPPORT THE MISSION OF BBSRI. BBFC REQUIRES ANNUAL MEETINGS AND REPORTING, AND A FORUM FOR OUTREACH TO SECURE SUPPORT IN FUTURE YEARS. IN THE PAST, BBSRI HAS DISTRIBUTED PLEDGE CARDS AMONG BRISTOL BAY'S FISH PROCESSORS TO DISTRIBUTE TO ALMOST 3,000 FISHERMEN, TO REQUEST CONTRIBUTIONS TO BE USED TOWARD APPLIED RESEARCH AND MONITORING OF LOCAL FISH STOCKS. ALASKA STATUTE 43.77.040 (A) PROVIDES A CREDIT TO TAXPAYERS WHO HARVEST FISH UNDER THE STATE'S COMMUNITY DEVELOPMENT (CDQ) PROGRAM OF UP TO 45.45% OF THE LANDING TAX THAT THEY WOULD OTHERWISE PAY ON BEHALF OF HARVESTED CDQ FISHERIES QUOTA. AS DETERMINED AND RULED ON BY THE STATE'S DEPARTMENT OF REVENUE, MUCH OF BBSRI RESEARCH QUALIFIES UNDER THIS STATUTE AS "RESEARCH PROJECTS RELATING TO ALASKA FISHERIES." IN DECEMBER OF EACH YEAR, BBSRI APPROACHES FISHING COMPANIES THAT HARVEST CDQ QUOTA WITH A LIST OF UPCOMING RESEARCH INITIATIVES THAT QUALIFY UNDER AS 43.77.040 (A) AND RECEIVES FINANCIAL SUPPORT FROM ALL COMPANIES THAT IT HAS APPROACHED. 1.170A-9(F)(3)(III) ADDITIONAL FACTORS TO CONSIDER (A) PERCENTAGE OF FINANCIAL SUPPORT COMPARED TO THE MINIMUM: THE CURRENT 32.81% IS 3X THE MINIMUM 10% REQUIREMENT. (B) SOURCES OF SUPPORT (BROAD VS NARROW): ANNUALLY, BBSRI RECEIVES SUPPORT FROM A WIDE ARRAY AND DIVERSITY OF ORGANIZATIONS AND INDIVIDUALS. THIS INCLUDES 15 COMPANIES IN THE SALMON AND OFFSHORE FISHING INDUSTRIES, INDIVIDUAL FISHERMEN, STATE OF ALASKA, NON-PROFIT ORGANIZATIONS, A REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION (WHICH REPRESENTS 1,980 DRIFTNET FISHERMEN), VILLAGE GOVERNMENTS, SETNET FISHERMEN, AND LOCAL MUNICIPALITIES. BBSRI HAS SOUGHT AND RECEIVED MULTI-YEAR GRANTS FROM THE STATE OF ALASKA VIA THE ALASKA SUSTAINABLE SALMON FUND (WWW.AKSSF.ORG/), AND FROM THE BRISTOL BAY HERITAGE LAND TRUST, SOUTHWEST ALASKA SALMON HABITAT PARTNERSHIP, NORTH PACIFIC RESEARCH BOARD, THE US FISH AND WILDLIFE SERVICE, AND THE FEDERAL SALTONSTALL-KENNEDY GRANT PROGRAM. IN 2016, BBSRI ORGANIZED A BROAD-BASED FUND-RAISING EFFORT TO SUPPORT MANAGEMENT OF THE BRISTOL BAY SALMON FISHERIES AND THIS STILL ONGOING THROUGH 2023 (AND BEYOND). THE INITIATIVE LED TO THE FORMATION OF THE BRISTOL BAY FISHERIES COLLABORATIVE (BBFC; WWW.BBSRI.ORG/BBFC), WHICH, COMBINED WITH BBSRI'S MATCHING CONTRIBUTION, RAISED $577,054 TO FUND FISHERIES RESEARCH AND MONITORING IN 2020. A TOTAL OF 19 ORGANIZATIONS AND INDIVIDUALS CONTRIBUTED A TOTAL OF $288,527 TO BBSRI TO SUPPORT BBFC IN 2020 ALONE. BBSRI HAS RAISED FROM OTHERS MORE THAN $1.8 MILLION DOLLARS TO FUND BBFC IN THE LAST FOUR YEARS. IN 2021, BBFC WAS THE IMPETUS FOR A LARGE, TWO-YEAR ALASKA LEGISLATIVE INCREMENT TO THE STATE'S OPERATING BUDGET OF $1.6 MILLION. (C) REPRESENTATIVE GOVERNING BODY (BROAD VS NARROW INTERESTS): BBSRI'S 7-MEMBER BOARD OF DIRECTORS ARE FROM COMMUNITIES WITHIN THE BRISTOL BAY REGION AND REPRESENT A BROAD CROSS-SECTION OF THE PUBLIC. INDIVIDUAL DIRECTORS SERVE IN MANY CAPACITIES, INCLUDING LEADERSHIP POSITIONS IN LOCAL VILLAGE AND MUNICIPAL GOVERNMENTS, CORPORATIONS, COUNCILS AND ADVISORY BODIES TO GOVERNMENT POLICY AND REGULATION, AND NON-PROFIT ENTITIES. CURRENT DIRECTORS, THEIR HOMETOWN AND SELECTED AFFILIATIONS ARE AS FOLLOWS. H. ROBIN SAMUELSEN, JR., VICE - CHAIR (DIRECTOR, BRISTOL BAY NATIVE CORPORATION; CURYUNG TRIBAL COUNCIL), VICTOR SEYBERT (PILOT POINT; DIRECTOR, BRISTOL BAY NATIVE CORP. (BBNA); BRISTOL BAY AREA HEALTH CORPORATION), HATTIE ALBECKER, SECRETARY (UGASHIK, VP, UGASHIK TRADITIONAL VILLAGE), ROBERT HEYANO, TREASURER (EKUK; PRESIDENT, EKUK VILLAGE COUNCIL, CHAIRMAN, UNITED TRIBES OF BRISTOL BAY, DIRECTOR, BRISTOL BAY NATIVE ASSOCIATION) MARYANN JOHNSON (PORTAGE CREEK; DIRECTOR, UNITED TRIBES OF BRISTOL BAY), JIMMY COOPCHIAK (TOGIAK, TRADITIONAL VILLAGE OF TOGIAK) GERDA KOSBRUK CHAIR (PORT HEIDEN; DIRECTOR, LAKE AND PENINSULA SCHOOL BOARD). (D) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES 1. PROVIDE SERVICES DIRECTLY TO THE PUBLIC? YES. BBSRI'S WORK PRODUCTS ARE PROVIDED TO THE PUBLIC AT OUR WEBSITE (WWW.BBSRI.ORG), VIA EMAIL AND TEXTING LISTS, AND VIA PUBLIC MEETINGS. ONE EXAMPLE OF AN ANNUAL SERVICE TO THE PUBLIC: BBSRI OPERATES AN ANNUAL PORT MOLLER TEST FISHERY IN THE BERING SEA AND PROVIDES FREE DAILY UPDATES AND INTERPRETATIONS OF THE STRENGTH OF THE DEVELOPING SALMON RUN FOR ~35 DAYS BEGINNING JUNE 10TH. THIS INFORMATION IS USED BY FISHERY MANAGERS, FISHERMEN, PROCESSORS, SUPPORT INDUSTRIES, SHIPPING COMPANIES, AND FISH BUYERS TO ALLOCATE AND DISTRIBUTE THEIR EFFORTS AROUND BRISTOL BAY. DAILY UPDATES ARE SENT TO AN EMAIL DISTRIBUTION LIST THAT WAS 1,228 RECIPIENTS IN 2023. THESE DAILY UPDATES ARE ALSO TEXTED TO OVER 600 SUBSCRIBERS AND ARE POSTED ON BBSRI'S WEBSITE WHERE THERE ARE OVER 7,500 PAGE VIEWS ANNUALLY FROM INDIVIDUALS IN ALL 50 STATES AND FROM AROUND THE WORLD. THE PAGE VIEWS ONLINE ARE BY THE GENERAL PUBLIC, MEDIA, FISH BUYERS FROM EUROPE, AND BY THOSE FROM THE EMAIL DISTRIBUTION LIST WHO WERE SEEKING ADDITIONAL DETAILED INFORMATION ABOUT THE PORT MOLLER TEST FISHERY. 2. EDUCATIONAL OR RESEARCH INSTITUTIONS THAT REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES, UNIVERSITIES, AND/OR PUBLIC. YES. BBSRI FUNDS, CONDUCTS, AND PUBLISHES SCHOLARLY STUDIES; IT COLLABORATES WITH THE UNIVERSITIES TO CONDUCT AND DISTRIBUTE THESE RESULTS VIA CONFERENCES AND PEER-REVIEWED PUBLICATIONS (SEE BELOW FOR THE MOST RECENT TWO PUBLICATIONS). RESEARCH REPORTS ARE POSTED ON SEVERAL PAGES AT ITS WEBSITE. 3. ADDITIONAL FACTORS I. PARTICIPATE IN OR SPONSOR EVENTS WITH PUBLIC WITH SPECIAL KNOWLEDGE: BBSRI SCIENTISTS AND THOSE IT FINANCIALLY SUPPORTS REGULARLY PARTICIPATE IN PROGRAMS INVOLVING THE PUBLIC TO PRESENT THEIR RESEARCH RESULTS. BBSRI HAS SET UP ADVISORY PANELS OF THOSE FROM INDUSTRY, GOVERNMENT AND ACADEMIA TO ASSIST WITH ITS RESEARCH TO IMPROVE THE QUALITY AND APPLICABILITY OF OUR APPLIED RESEARCH (E.G., SEE WWW.BBSRI.ORG/ESCAPEMENT-GOAL-ANALYSIS FOR INFORMATION ABOUT THE MOST RECENT ADVISORY PANEL). A RECENTLY COMPLETED "ESCAPEMENT GOAL ANALYSIS" LED AND FUNDED BY BBSRI WAS PRESENTED TO THE ALASKA BOARD OF FISHERIES IN MARCH 2015, WHERE IT ADOPTED THE STUDY'S RECOMMENDATIONS INTO REGULATORY POLICY (5 AAC 06.355). THE SCIENTIFIC RESULTS OF THIS WORK WERE PRESENTED AT THE ANNUAL MEETING OF THE AMERICAN FISHERIES SOCIETY (AUGUST 2017), AND TWO MANUSCRIPTS WERE SUBMITTED IN 2017 FOR PUBLICATION TO THE PRESTIGIOUS CANADIAN JOURNAL OF FISHERIES AND AQUATIC SCIENCES. THE FIRST OF THESE WAS PUBLISHED IN APRIL 2018 AND THE SECOND HAS BEEN REVISED, RESUBMITTED, AND IS "IN PRESS".

SCH A PART II SECTION C LINE 17A

WANG, Y.-L.J., ANDERSON, C.M., CUNNINGHAM, C.J., HILBORN, R., AND LINK, M.R. APRIL 2018. DOES MORE FISH MEAN MORE MONEY? EVALUATING ALTERNATIVE ESCAPEMENT GOALS IN THE BRISTOL BAY SALMON FISHERY. CANADIAN JOURNAL OF FISHERIES AND AQUATIC SCIENCES. HTTPS://DOI.ORG/10.1139/CJFAS-2017-0336 CUNNINGHAM, C.J., ANDERSON, C.M., WANG, Y.-L.J., LINK, M.R., AND HILBORN, R. (IN PRESS). A MANAGEMENT STRATEGY EVALUATION OF THE COMMERCIAL SOCKEYE SALMON FISHERY IN BRISTOL BAY, ALASKA. CANADIAN JOURNAL OF FISHERIES AND AQUATIC SCIENCES. III. HELD ACCOUNTABLE AS CONDITION OF GRANT/CONTRACT/CONTRIBUTION. NEARLY ALL OF BBSRI'S WORK, INCLUDING THE ANNUAL PORT MOLLER TEST FISHERY, IS CONDUCTED UNDER GRANT AND CONTRACTUAL AGREEMENTS, AND REPORTS AND PUBLICATIONS ARE REQUIRED AS PART OF THESE ARRANGEMENTS. THE ESCAPEMENT GOAL ANALYSIS MENTIONED ABOVE WAS SUPPORTED IN PART BY A GRANT FROM THE BRISTOL BAY REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION (WWW.BBRSDA.COM/), WHICH IS A 501 (C) (6). (E) ADDITIONAL FACTORS FOR MEMBERSHIP ORGANIZATIONS: BBSRI IS NOT A MEMBERSHIP ORGANIZATION.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

BRISTOL BAY SCIENCE & RESEARCH INSTITUTE

Employer identification number

92-0168036

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization BRISTOL BAY SCIENCE & RESEARCH INSTITUTE

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization BRISTOL BAY SCIENCE & RESEARCH INSTITUTE		Employer identification number 92-0168036

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization BRISTOL BAY SCIENCE & RESEARCH INSTITUTE			Employer identification number 92-0168036
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

BRISTOL BAY SCIENCE & RESEARCH INSTITUTE

Employer identification number

92-0168036

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	422,934	124,148	298,786
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				298,786

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DUE TO AFFILIATE	124,715








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	124,715
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

BRISTOL BAY SCIENCE & RESEARCH INSTITUTE

Employer identification number

92-0168036

Return Reference	Explanation
PART III LINE 4A - PORT MOLLER TEST FISHERY I & III, 2023	SUMMARY BBSRI OPERATES THE ANNUAL PORT MOLLER TEST FISHERY (PMTF) IN THE BERING SEA OFFSHORE OF THE ALASKA PENINSULA, ~240 MILES SOUTHWEST OF KING SALMON, ALASKA. THE PORT MOLLER TEST FISHERY BASE OPERATIONS ARE COVERED BY TWO PROJECT BUDGETS. PMTF I WHICH COVERS STAFFING, TRAVEL AND SUPPLIES FOR THE PROJECT, AND PMTF III WHICH WAS ADDED IN 2022 TO COVER THE COSTS OF CHARTERING A VESSEL TO REPLACE THE RECENTLY DECOMMISSIONED ALASKA DEPARTMENT OF FISH AND GAME VESSEL WHICH OPERATED THE PROJECT IN PREVIOUS YEARS. THE 2023 PROJECT WAS THE 19TH CONSECUTIVE SEASON THAT BBSRI HAS MANAGED AND OPERATED THE PMTF. THE TEST FISHERY TARGETS SOCKEYE SALMON BOUND FOR BRISTOL BAY APPROXIMATELY ONE WEEK BEFORE THEY REACH THE COMMERCIAL FISHING DISTRICTS IN BRISTOL BAY. THE SALMON CATCHES FROM PMTF ARE USEFUL FOR FORECASTING THE CURRENT-YEAR SALMON RUN SIZE AND TIMING TO THE FIVE FISHING DISTRICTS. PMTF INFORMATION IS USED BY FISHERY MANAGERS, RESEARCHERS, SALMON PROCESSORS, AND FISHERMEN. FISH ARE ALSO SAMPLED TO DETERMINE THE AGE AND STOCK COMPOSITION OF THE RUN. PROJECT BACKGROUND AND OBJECTIVES EACH YEAR THE PMTF IS SCHEDULED TO OPERATE FROM 10 JUNE TO MID-JULY. THE GILLNET-BASED SAMPLING IS CONDUCTED IN A SERIES OF TWO-DAY TRIPS ALONG A TRANSECT RUNNING BETWEEN PORT MOLLER AND CAPE NEWENHAM. HISTORICALLY, FIVE OR SIX EQUIDISTANT STATIONS (NUMBERED 2, 4, 6, 8, 10,12) SPACED 18.52 KM (10 NM) APART (FIGURE 1) ARE FISHED EACH DAY; FISHING OCCURS IN A SOUTH TO NORTH PROGRESSION ON THE FIRST DAY AND IN REVERSE ORDER ON THE SECOND DAY. FISH ARE SAMPLED ON THE VESSEL DECK IMMEDIATELY FOLLOWING EACH FISHING EVENT. BEGINNING IN 2019, THE TRANSECT WAS EXPANDED SUBSTANTIALLY TO INCLUDE STATIONS 2, 4, 6, ETC. THROUGH STATION 24 WITH EFFORT PROVIDED BY THE INTERRELATED PORT MOLLER TEST FISHERY II PROJECT. THE PRIMARY OBJECTIVE OF THE PMTF IS TO PROVIDE INFORMATION ABOUT SOCKEYE THAT WILL REACH THE BRISTOL BAY COMMERCIAL FISHING DISTRICTS FOUR TO NINE DAYS LATER. THIS INFORMATION CONSISTS CHIEFLY OF (1) DAILY INDICES OF ABUNDANCE, (2) IN-SEASON AGE COMPOSITION ESTIMATES, AND (3) IN-SEASON STOCK COMPOSITION ESTIMATES TO THE LEVEL OF RIVER SYSTEM. SUMMARY OF ACHIEVEMENTS IN 2023 THE RESULTS SUMMARIZED HERE INCLUDE THOSE FROM THE EFFORT FROM THE PORT MOLLER TEST FISHERY I AND II PROJECTS ALSO DONE BY BBSRI. TABLES 1 AND 2 SUMMARIZE KEY DELIVERABLES AND ACHIEVEMENTS FROM THE 2023 PMTF. THE FOLLOWING IS THE EXECUTIVE SUMMARY FROM THE PROJECT ANNUAL REPORT, WHICH PROVIDES GREATER DETAIL OF THE 2023 RESULTS AND RECOMMENDATIONS. TABLE 3 SUMMARIZES THE NUMBERS OF PEOPLE ON THE PROJECT'S DAILY UPDATE EMAIL LIST. FIGURE 1 PROVIDES A MAP SHOWING THE LOCATION OF THE PMTF AND THE TEST FISHING STATIONS. EXECUTIVE SUMMARY OF THE PROJECT ANNUAL REPORT (2023) IN 2023, THE PORT MOLLER TEST FISHERY (PMTF) OPERATED FROM JUNE 11 TO JULY 13 USING TWO RESEARCH VESSELS, THE R/V OCEAN CAT AND THE R/V MISS LEONA. A TOTAL OF 6,670 SOCKEYE WERE CAUGHT IN 300 SETS DISTRIBUTED ACROSS STATIONS 2-24 TO PROVIDE THE INFORMATION USED FOR INSEASON FORECASTING. AN ADDITIONAL 12 SETS MADE AT AND NEAR STATION 10 DURING JUNE 19 AND JUNE 22 PRODUCED 414 SOCKEYE AND HELPED TO ASSESS SAMPLING ERROR AT A SINGLE STATION VERSUS NEARBY PATCHINESS IN THE PASSAGE RATE. THE COVERAGE OF STATIONS AND DAYS DURING THE 2023 TEST FISHERY WAS ONLY SURPASSED BY 2022, WITH ONLY ONE DAY MISSED DURING MID-SEASON DUE TO WEATHER. THE EMAIL DISTRIBUTION LIST ENDED THE SEASON WITH 1,228 EMAIL ADDRESSES, UP ABOUT 11% OVER 2022. THE MEDIAN TIME BETWEEN SAMPLE COLLECTION AND STOCK COMPOSITION RELEASE TO THE DISTRIBUTION LIST WAS A SINGLE DAY DURING THE 2023 SEASON (SIMILAR TO 2022); THE MAXIMUM LAG TIME WAS ONLY TWO DAYS. THE TURNAROUND TIME FOR 2023 ESTIMATES WAS ABOUT TWO DAYS FASTER THAN WHAT HAS BEEN OBSERVED SINCE 2010. OVER THE ENTIRE SEASON A TOTAL OF 12 ESTIMATES WERE RELEASED (ABOUT THREE MORE THAN IN PREVIOUS YEARS). THE REDUCED TURNAROUND TIME BETWEEN GENETIC TISSUE COLLECTION AT THE PMTF AND RELEASE OF THE STOCK COMPOSITION ESTIMATES, AS WELL AS INCREASED FREQUENCY AND NUMBER OF ESTIMATES FOR 2022 AND 2023 WAS DUE ENTIRELY TO THE ONBOARD GENETICS LAB THAT ALLOWED GENOTYPING TO BE DONE AT SEA. ON JUNE 20 AND JUNE 25, WE ESTIMATED THE WEIGHTS OF THE AVERAGE SOCKEYE PASSING THE TEST FISHING TRANSECT TO BE 5.6 LBS. THESE ESTIMATES AGREED WITH THE 5.5 LBS REPORTED FOR INSHORE CATCH BY ADF&G IN THEIR SEASON SUMMARY. LIKEWISE, THE ESTIMATED AGE AND STOCK COMPOSITIONS BASED ON THE PMTF REFLECTED THAT OF THE INSHORE RUN VERY WELL. THE 2023 RUN WAS 54.5 MILLION WITH 50% OF C+E OCCURRING BY JULY 6 MAKING IT 2-DAYS LATE IF JULY 4 IS THE DATE WE USE TO REFERENCE AN "AVERAGE" RUN TIMING. RUN TIMINGS OVER THE PREVIOUS EIGHT YEARS (2015-2022) HAVE BEEN LATE (MEAN=3.8 DAYS LATE; RANGE=1-6). THE SEASONAL PATTERN IN THE 2023 RUN WAS SIMILAR TO 2017 AND 2021 IN THAT A DRAMATIC INCREASE IN C+E OCCURRED IN EARLY JULY FOLLOWING A DROP OFF IN LATE JUNE MOSTLY DUE TO THE NUSHAGAK-WOOD DISTRICT. DISSIMILAR TO ANY OTHER RUN GOING BACK TO 2011, WAS THE SUBSEQUENT MULTIMODAL PATTERN HAVING SUBSTANTIAL PEAKS ON JULY 10 AND 14. UNLIKE OTHER YEARS WHEN THE OUTER STATIONS WERE FISHED (2018-2022) A STRONG SECOND MODE OF CATCHES DID NOT OCCUR BEYOND STATION 12. ALTHOUGH, CATCHES DID INCREASE OFFSHORE SLIGHTLY COMPARED TO INSHORE AFTER JUNE 30. LIKE 2022, THE DAILY INDEX WAS NOT INDICATIVE OF THE ENTRY PATTERN FOR C+E DURING 2023. AS SUCH, WE FOREWENT PUBLISHING PROXIMATE FORECASTS OF DAILY C+E DURING 2023. SEASONAL SHIFTS IN THE TRAVEL TIME (TT) BETWEEN THE TEST FISHERY AND INSHORE LIKELY CAUSED FISH TO STACK OUTSIDE THE DISTRICTS BEFORE SURGING IN CAUSING THE MULTIMODAL PATTERN IN C+E THAT WAS NOT APPARENT IN THE PORT MOLLER SIGNAL. ALTERNATELY, CATCHABILITY UNKNOWINGLY CHANGED, WHICH ALTERED THE RETURN-PER-INDEX (RPI=THE NUMBER OF FISH INSHORE THAT EACH CATCH INDEX POINT AT PORT MOLLER REPRESENTS). IN OTHER WORDS, THE PASSAGE RATE INCREASED MORE OR LESS CONSISTENTLY AND THEN SUBSIDED AS THE SEASON PROGRESSED, BUT OUR ABILITY TO CATCH PASSING SOCKEYE LIKELY FLUCTUATED DURING THE SEASON. RECOMMENDATIONS FOR PROJECT SCOPE IN 2024: CONTINUE TO SAMPLE STATIONS ACROSS THE ENTIRE FISHING TRANSECT AS TIME AND EFFORT ALLOW USING TWO VESSELS LARGE ENOUGH TO STAY ON THE FISHING TRANSECT. USE "SMART BUOYS" FIXED TO BOTH TOP ENDS AND ONE BOTTOM END OF EACH GILLNET. THE SURFACE BUOYS WILL BE ATTACHED NEAR THE EXISTING TRAILING FLOATS AND THEREFORE CAUSE NO INCREASE IN THE NETS' PROFILES. THE BOTTOM BUOYS CAN BE COVERED WITH A BAIT BAG TO REDUCE VISIBILITY. THESE DEVICES WILL PROVIDE: - REDUNDANT SEA SURFACE TEMPERATURES TO WITHIN 1/0TH OF A DEGREE FOR EACH SET. - TEMPERATURE AND POSSIBLY SALINITY DIFFERENCES BETWEEN THE SURFACE AND BOTTOM OF THE NETS. SUCH DIFFERENCES MAY INDICATE THE DEVELOPMENT OF A THERMOCLINE. - BETTER ESTIMATES OF SEA STATE (WAVE HEIGHT). - GPS COORDINATES THAT WILL INFORM US HOW MUCH THE NET DRIFTED IN ON ITSELF (I.E., THEIR DISTANCE APART AT THE BEGINNING VERSUS THE END OF EACH SET), THE DIRECTION AND DISTANCE EACH SET DRIFTED, AND HOW MUCH NET ORIENTATION SHIFTED. CONTINUE SAMPLING AT ODD STATIONS AS TIME AND ENERGY ALLOWS. MORE SAMPLES FROM ODD STATIONS ADJACENT TO AN EVEN STATION OVER CONSECUTIVE DAYS WOULD HELP TEST THE DEGREE TO WHICH THE RUN FORMS BRAIDS IN THE MIGRATION PATTERN ACROSS THE TRANSECT CONSISTENT ACROSS SEVERAL DAYS. SUCH A PHENOMENON COULD BIAS THE DAILY CATCH INDEX THAT IS CURRENTLY FORMED FROM A SYSTEMATIC SAMPLING DESIGN AT FIXED STATIONS ACROSS THE TRANSECT. PROJECT REPORT RABORN, S., HEAD, J., REGNART, J. AND M. LINK. 2024. ANNUAL REPORT FOR THE 2023 PORT MOLLER TEST FISHERY. REPORT PREPARED FOR THE BRISTOL BAY SCIENCE AND RESEARCH INSTITUTE, THE BRISTOL BAY FISHERIES COLLABORATIVE, AND THE BRISTOL BAY REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION. 34 PP. + APPENDICES. AVAILABLE ONLINE: WWW.BBSRI.ORG/PORT-MOLLER-TEST-FISHERY
PART III LINE 4B - PORT MOLLER TEST FISHERY II, 2023	SUMMARY THIS PROJECT WAS AN ADD-ON COMPONENT TO THE ANNUAL PORT MOLLER TEST FISHERY (PMTF), WHICH BBSRI HAS MANAGED AND OPERATED FOR 19 OF THE PROJECT'S 56-YEAR HISTORY. SPECIFICALLY, THE PMTF II PROJECT INVOLVED CHARTERING, OUTFITTING, AND STAFFING A LARGER AND SECOND FISHING VESSEL TO SAMPLE AT HERETOFORE LOCATIONS IN THE BERING SEA THAT WERE THOUGHT TO CONTAIN A PREVIOUSLY NOT-SAMPLED PORTION OF THE ANNUAL SALMON RETURN. THE LABEL PMTF II IS USED TO DISTINGUISH THE PROJECT'S EFFORT, EXPENDITURES, AND FUNDING SOURCES FROM THE TRADITIONAL ANNUAL PMTF PROJECT. THE ANNUAL REPORT FOR PMTF PREPARED BY BBSRI CONTAINS RESULTS FROM BOTH PMTF I, PMTF II, AND PMTF III PROJECTS. AS A RESULT, THIS PROJECT SUMMARY IS SOMEWHAT REDUNDANT WITH THE PROJECT DESCRIPTION PREPARED FOR THE "PORT MOLLER TEST FISHERY," BUT IN DOING SO, THIS SUMMARY PROVIDES SOME ADDITIONAL DETAIL AND IS A STANDALONE DOCUMENT TO SUPPORT THE EXPENDITURES ASSOCIATED WITH PMTF II. RESULTS FROM PMTF II SUBSTANTIALLY IMPROVED THE UTILITY OF THE ENTIRE PORT MOLLER TEST FISHERY TO FISHERY MANAGERS AND INDUSTRY. BBSRI HAS OPERATES THE ANNUAL PORT MOLLER TEST FISHERY (PMTF) IN THE BERING SEA OFFSHORE OF THE ALASKA PENINSULA, 240 MILES SOUTHWEST OF KING SALMON, ALASKA. THE 2023 PROJECT WAS THE 19TH CONSECUTIVE SEASON THAT BBSRI HAS MANAGED AND OPERATED THE PMTF. THE TEST FISHERY TARGETS SOCKEYE SALMON BOUND FOR BRISTOL BAY APPROXIMATELY ONE WEEK BEFORE THEY REACH THE COMMERCIAL FISHING DISTRICTS IN BRISTOL BAY. THE SALMON CATCHES FROM PMTF ARE USEFUL FOR FORECASTING THE CURRENT-YEAR SALMON RUN SIZE AND TIMING TO THE FIVE FISHING DISTRICTS. PMTF INFORMATION IS USED BY FISHERY MANAGERS, RESEARCHERS, SALMON PROCESSORS, AND FISHERMEN. FISH ARE ALSO SAMPLED TO DETERMINE THE AGE AND STOCK COMPOSITION OF THE RUN. PROJECT BACKGROUND AND OBJECTIVES EACH YEAR THE PMTF IS SCHEDULED TO OPERATE FROM 10 JUNE TO MID-JULY. THE GILLNET-BASED SAMPLING IS CONDUCTED IN A SERIES OF TWO-DAY TRIPS ALONG A TRANSECT RUNNING BETWEEN PORT MOLLER AND CAPE NEWENHAM. HISTORICALLY, FIVE OR SIX EQUIDISTANT STATIONS (NUMBERED 2, 4, 6, 8, 10,12) SPACED 18.52 KM (10 NM) APART (FIGURE 1) ARE FISHED EACH DAY; FISHING OCCURS IN A SOUTH TO NORTH PROGRESSION ON THE FIRST DAY AND IN REVERSE ORDER ON THE SECOND DAY. FISH ARE SAMPLED ON THE VESSEL DECK IMMEDIATELY FOLLOWING EACH FISHING EVENT. IN 2019, THE TRANSECT WAS EXPANDED SUBSTANTIALLY TO INCLUDE STATIONS 2, 4, 6THROUGH STATION 24. PORT MOLLER TEST FISHERY II WAS THE PROJECT COMPONENT THAT WAS ADDED IN 2019 TO DOUBLE THE SIZE OF THE TEST FISHING TRANSECT COMPARED WITH WHAT HAD BEEN DONE HISTORICALLY SINCE 1967. THE PRIMARY OBJECTIVE OF THE PMTF IS TO PROVIDE INFORMATION ABOUT SOCKEYE THAT WILL REACH THE BRISTOL BAY COMMERCIAL FISHING DISTRICTS FOUR TO NINE DAYS LATER. THIS INFORMATION CONSISTS CHIEFLY OF (1) DAILY INDICES OF ABUNDANCE, (2) IN-SEASON AGE COMPOSITION ESTIMATES, AND (3) IN-SEASON STOCK COMPOSITION ESTIMATES TO THE LEVEL OF RIVER SYSTEM. SUMMARY OF ACHIEVEMENTS IN 2023 TABLES 1 AND 2 SUMMARIZE KEY DELIVERABLES AND ACHIEVEMENTS FROM THE 2023 PMTF. THE FOLLOWING IS THE EXECUTIVE SUMMARY FROM THE PROJECT ANNUAL REPORT, WHICH PROVIDES GREATER DETAIL OF THE 2023 RESULTS AND RECOMMENDATIONS. TABLE 3 SUMMARIZES THE NUMBERS OF PEOPLE ON THE PROJECT'S DAILY UPDATE EMAIL LIST. FIGURE 1 PROVIDES A MAP SHOWING THE LOCATION OF THE PMTF AND THE TEST FISHING STATIONS. TABLE 4 IS FROM THE DAILY CATCH UPDATE SHOWING RESULTS BY STATION AND SHOWS THE DAILY SAMPLING EFFORT PERFORMED BY THE PMTF II PROJECT (BLUE SHADING) ALONGSIDE THE EFFORT PERFORMED BY THE TRADITIONAL TEST FISHERY VESSEL (ORANGE SHADING). EXECUTIVE SUMMARY OF THE PROJECT ANNUAL REPORT (2023) IN 2023, THE PORT MOLLER TEST FISHERY (PMTF) OPERATED FROM JUNE 11 TO JULY 13 USING TWO RESEARCH VESSELS, THE R/V OCEAN CAT AND THE R/V MISS LEONA. A TOTAL OF 6,670 SOCKEYE WERE CAUGHT IN 300 SETS DISTRIBUTED ACROSS STATIONS 2-24 TO PROVIDE THE INFORMATION USED FOR INSEASON FORECASTING. AN ADDITIONAL 12 SETS MADE AT AND NEAR STATION 10 DURING JUNE 19 AND JUNE 22 PRODUCED 414 SOCKEYE AND HELPED TO ASSESS SAMPLING ERROR AT A SINGLE STATION VERSUS NEARBY PATCHINESS IN THE PASSAGE RATE. THE COVERAGE OF STATIONS AND DAYS DURING THE 2023 TEST FISHERY WAS ONLY SURPASSED BY 2022, WITH ONLY ONE DAY MISSED DURING MID-SEASON DUE TO WEATHER. THE EMAIL DISTRIBUTION LIST ENDED THE SEASON WITH 1,228 EMAIL ADDRESSES, UP ABOUT 11% OVER 2022. THE MEDIAN TIME BETWEEN SAMPLE COLLECTION AND STOCK COMPOSITION RELEASE TO THE DISTRIBUTION LIST WAS A SINGLE DAY DURING THE 2023 SEASON (SIMILAR TO 2022); THE MAXIMUM LAG TIME WAS ONLY TWO DAYS. THE TURNAROUND TIME FOR 2023 ESTIMATES WAS ABOUT TWO DAYS FASTER THAN WHAT HAS BEEN OBSERVED SINCE 2010. OVER THE ENTIRE SEASON A TOTAL OF 12 ESTIMATES WERE RELEASED (ABOUT THREE MORE THAN IN PREVIOUS YEARS). THE REDUCED TURNAROUND TIME BETWEEN GENETIC TISSUE COLLECTION AT THE PMTF AND RELEASE OF THE STOCK COMPOSITION ESTIMATES, AS WELL AS INCREASED FREQUENCY AND NUMBER OF ESTIMATES FOR 2022 AND 2023 WAS DUE ENTIRELY TO THE ONBOARD GENETICS LAB THAT ALLOWED GENOTYPING TO BE DONE AT SEA. ON JUNE 20 AND JUNE 25, WE ESTIMATED THE WEIGHTS OF THE AVERAGE SOCKEYE PASSING THE TEST FISHING TRANSECT TO BE 5.6 LBS. THESE ESTIMATES AGREED WITH THE 5.5 LBS REPORTED FOR INSHORE CATCH BY ADF&G IN THEIR SEASON SUMMARY. LIKEWISE, THE ESTIMATED AGE AND STOCK COMPOSITIONS BASED ON THE PMTF REFLECTED THAT OF THE INSHORE RUN VERY WELL. THE 2023 RUN WAS 54.5 MILLION WITH 50% OF C+E OCCURRING BY JULY 6 MAKING IT 2-DAYS LATE IF JULY 4 IS THE DATE WE USE TO REFERENCE AN "AVERAGE" RUN TIMING. RUN TIMINGS OVER THE PREVIOUS EIGHT YEARS (2015-2022) HAVE BEEN LATE (MEAN=3.8 DAYS LATE; RANGE=1-6). THE SEASONAL PATTERN IN THE 2023 RUN WAS SIMILAR TO 2017 AND 2021 IN THAT A DRAMATIC INCREASE IN C+E OCCURRED IN EARLY JULY FOLLOWING A DROP OFF IN LATE JUNE MOSTLY DUE TO THE NUSHAGAK-WOOD DISTRICT. DISSIMILAR TO ANY OTHER RUN GOING BACK TO 2011, WAS THE SUBSEQUENT MULTIMODAL PATTERN HAVING SUBSTANTIAL PEAKS ON JULY 10 AND 14. UNLIKE OTHER YEARS WHEN THE OUTER STATIONS WERE FISHED (2018-2022) A STRONG SECOND MODE OF CATCHES DID NOT OCCUR BEYOND STATION 12. ALTHOUGH, CATCHES DID INCREASE OFFSHORE SLIGHTLY COMPARED TO INSHORE AFTER JUNE 30. LIKE 2022, THE DAILY INDEX WAS NOT INDICATIVE OF THE ENTRY PATTERN FOR C+E DURING 2023. AS SUCH, WE FOREWENT PUBLISHING PROXIMATE FORECASTS OF DAILY C+E DURING 2023. SEASONAL SHIFTS IN THE TRAVEL TIME (TT) BETWEEN THE TEST FISHERY AND INSHORE LIKELY CAUSED FISH TO STACK OUTSIDE THE DISTRICTS BEFORE SURGING IN CAUSING THE MULTIMODAL PATTERN IN C+E THAT WAS NOT APPARENT IN THE PORT MOLLER SIGNAL. ALTERNATELY, CATCHABILITY UNKNOWINGLY CHANGED, WHICH ALTERED THE RETURN-PER-INDEX (RPI=THE NUMBER OF FISH INSHORE THAT EACH CATCH INDEX POINT AT PORT MOLLER REPRESENTS). IN OTHER WORDS, THE PASSAGE RATE INCREASED MORE OR LESS CONSISTENTLY AND THEN SUBSIDED AS THE SEASON PROGRESSED, BUT OUR ABILITY TO CATCH PASSING SOCKEYE LIKELY FLUCTUATED DURING THE SEASON. RECOMMENDATIONS FOR PROJECT SCOPE IN 2024: CONTINUE TO SAMPLE STATIONS ACROSS THE ENTIRE FISHING TRANSECT AS TIME AND EFFORT ALLOW USING TWO VESSELS LARGE ENOUGH TO STAY ON THE FISHING TRANSECT. USE "SMART BUOYS" FIXED TO BOTH TOP ENDS AND ONE BOTTOM END OF EACH GILLNET. THE SURFACE BUOYS WILL BE ATTACHED NEAR THE EXISTING TRAILING FLOATS AND THEREFORE CAUSE NO INCREASE IN THE NETS' PROFILES. THE BOTTOM BUOYS CAN BE COVERED WITH A BAIT BAG TO REDUCE VISIBILITY. THESE DEVICES WILL PROVIDE: -REDUNDANT SEA SURFACE TEMPERATURES TO WITHIN 1/0TH OF A DEGREE FOR EACH SET. -TEMPERATURE AND POSSIBLY SALINITY DIFFERENCES BETWEEN THE SURFACE AND BOTTOM OF THE NETS. SUCH DIFFERENCES MAY INDICATE THE DEVELOPMENT OF A THERMOCLINE. -BETTER ESTIMATES OF SEA STATE (WAVE HEIGHT). -GPS COORDINATES THAT WILL INFORM US HOW MUCH THE NET DRIFTED IN ON ITSELF (I.E., THEIR DISTANCE APART AT THE BEGINNING VERSUS THE END OF EACH SET), THE DIRECTION AND DISTANCE EACH SET DRIFTED, AND HOW MUCH NET ORIENTATION SHIFTED. CONTINUE SAMPLING AT ODD STATIONS AS TIME AND ENERGY ALLOWS. MORE SAMPLES FROM ODD STATIONS ADJACENT TO AN EVEN STATION OVER CONSECUTIVE DAYS WOULD HELP TEST THE DEGREE TO WHICH THE RUN FORMS BRAIDS IN THE MIGRATION PATTERN ACROSS THE TRANSECT CONSISTENT ACROSS SEVERAL DAYS. SUCH A PHENOMENON COULD BIAS THE DAILY CATCH INDEX THAT IS CURRENTLY FORMED FROM A SYSTEMATIC SAMPLING DESIGN AT FIXED STATIONS ACROSS THE TRANSECT. PROJECT REPORT RABORN, S., HEAD, J., REGNART, J. AND M. LINK. 2024. ANNUAL REPORT FOR THE 2023 PORT MOLLER TEST FISHERY. REPORT PREPARED FOR THE BRISTOL BAY SCIENCE AND RESEARCH INSTITUTE, THE BRISTOL BAY FISHERIES COLLABORATIVE, AND THE BRISTOL BAY REGIONAL SEAFOOD DEVELOPMENT ASSOCIATION. 34 PP. + APPENDICES. AVAILABLE ONLINE: WWW.BBSRI.ORG/PORT-MOLLER-TEST-FISHERY
PART III LINE 4C - NUSHAGAK DISTRICT TEST FISHERY, 2023	SUMMARY A GILLNET TEST FISHERY WAS OPERATED IN THE NUSHAGAK COMMERCIAL FISHING DISTRICT FROM JUNE 12 THROUGH JUNE 25 TO ASSESS THE ABUNDANCE, RUN TIMING, AND SIZE COMPOSITION OF RETURNING SOCKEYE SALMON. THE PRIMARY PURPOSE WAS TO PROVIDE REAL TIME (DAILY) INFORMATION TO THE ALASKA DEPARTMENT OF FISH AND GAME AREA MANAGEMENT BIOLOGIST REGARDING THE BUILDUP OF FISH IN THE DISTRICT EARLY IN THE SEASON BEFORE THEY ENTER THEIR NATAL RIVER SYSTEMS. IN ADDITION, LENGTH DATA FROM FISH CAPTURED IN THE TEST NET WAS USED TO CHARACTERIZE THE SIZE SELECTIVITY OF GILLNETS ACROSS A RANGE OF MESH SIZES. HOW VULNERABLE FISH OF DIFFERENT SIZES ARE TO CAPTURE IN A GILLNET (I.E., CONTACT SELECTIVITY) VARIES UNDER DIFFERENT FISHING METHODS AND ENVIRONMENTAL CONDITIONS. THIS PROJECT EXAMINED SELECTIVITY UNDER DIFFERENT FISHING PROTOCOLS. PROJECT BACKGROUND AND OBJECTIVES TEST FISHING HAS BEEN USED IN THE NUSHAGAK DISTRICT IN PREVIOUS YEARS TO ASSESS SOCKEYE ABUNDANCE TO GUIDE WHEN TO OPEN THE COMMERCIAL FISHERY. OFTENTIMES IN THE PAST, TEST FISHING OCCURRED UPSTREAM OF THE UPPER BOUNDARY OF THE COMMERCIAL DISTRICT TO FORETELL ESCAPEMENT COUNTS AT ENUMERATION SITES IN THE WOOD AND NUSHAGAK RIVERS. THE 2023 TEST FISHERY WAS FOCUSED ON ASSESSING THE EARLY, FISHABLE ABUNDANCE IN THE DISTRICT TO REDUCE THE POSSIBILITY OF VERY A LARGE PASSAGE OF FISH INTO THE ESCAPEMENT EARLY IN THE SEASON. A SECOND OBJECTIVE OF THIS PROJECT WAS TO ESTIMATE CONTACT SELECTIVITY CURVES FOR GILLNETS IN THE COMMERCIAL FISHERY. SELECTIVITY CURVES CAN BE USED TO IDENTIFY MESH SIZES THAT WILL OPTIMIZE FLEET'S EFFICIENCY AND EFFECTIVENESS AT EXPLOITING HARVESTABLE SURPLUSES FROM THE DISTRICT'S RIVER-SPECIFIC STOCKS. OBJECTIVES ASSESS THE DAILY ABUNDANCE OF SOCKEYE SALMON IN THE NUSHAGAK COMMERCIAL FISHING DISTRICT USING STANDARDIZED TEST FISHING METHODS AND PROVIDE THE INFORMATION IN REAL TIME TO THE FISHERY MANAGER BASED IN DILLINGHAM, ALASKA. 1) DEVELOP MESH-SIZE-SPECIFIC SELECTIVITY CURVES FOR TWO FISHING PROTOCOLS ACROSS A RANGE OF MESH SIZES AVAILABLE TO THE COMMERCIAL FLEET BY MEASURING ALL FISH CAUGHT IN THE 4 AND 5" PANELS OF THE TEST NET. SEPARATE SETS OF SELECTIVITY CURVES WERE ESTIMATED FROM TWO FISHING PROTOCOLS: A. STANDARDIZED (PMTF) PROTOCOL: SETS MADE DURING FISHERY CLOSURES WHEREBY THE TEST NET WAS FISHED THE SAME AS THE PORT MOLLER TEST FISHERY PROTOCOL (THE NET IS STRETCHED TO LENGTH DURING THE SET AND NO ATTEMPT IS MADE TO SCARE FISH TOWARDS IT); B. COMMERCIAL FISHING PROTOCOL: SETS MADE DURING COMMERCIAL FISHERY OPENERS WITH THE NET FISHED AS IT WOULD BE IF IT WERE BEING USED IN THE COMMERCIAL FISHERY (I.E., THE NET WILL BE HOOKED, AND THE BOAT WILL "RUN" THE LENGTH OF THE SET FOR INSPECTION). SUMMARY OF ACHIEVEMENTS IN 2023 - THE TEST FISHING PROGRAM PROVIDED INDICES OF SOCKEYE SALMON ABUNDANCE FROM AROUND THE LARGE NUSHAGAK COMMERCIAL FISHING DISTRICT. - TEST FISHERY RESULTS WERE RELAYED IN REAL TIME TO THE NUSHAGAK FISHERY MANAGER BEGINNING ON JUNE 22, 2023. - INFORMATION FROM THE TEST FISHERY WAS CONSISTENT WITH OTHER INDICATORS WHICH SUGGESTED A LARGE EARLY BUILDUP OF SOCKEYE SALMON. - MANAGERS WERE ABLE TO DETERMINE WHEN THE FIRST LARGE VOLUME OF CHINOOK AND SOCKEYE PASSED THROUGH THE COMMERCIAL FISHING DISTRICT AND LET THEM THROUGH FOR CHINOOK CONSERVATION THEN START FISHING ON THE NEXT PULSE RATHER THAN WAITING FOR THESE FISH TO HIT ESCAPEMENT PROJECT IN RIVER.
PART V LINE 2A	BRISTOL BAY SCIENCE & RESEARCH INSTITUTE HAD 7 EMPLOYEES THAT WERE COMPENSATED BY ITS AFFILIATED COMPANY, BRISTOL BAY ECONOMIC DEVELOPMENT CORPORATION, AN ENTITY EXEMPT FROM TAXATION UNDER IRC SECTION 501(C)(4).
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO FILING THE RETURN, A DRAFT OF THE FORM 990 TAX RETURN WILL BE SUBMITTED TO THE CHIEF FINANCIAL OFFICER (CFO) BY THE TAX PREPARER. THIS DRAFT WILL BE REVIEWED BY THE CFO AND STAFF. THE CFO WILL THEN HAVE THE EXECUTIVE DIRECTOR OF BBSRI AS WELL AS THE PRESIDENT/CEO AND OF BBEDC REVIEW THE DRAFT RETURN BEFORE AUTHORIZING THE TAX PREPARER TO FINALIZE THE RETURN. A COPY OF THE TAX RETURN WILL BE PROVIDED TO THE BOARD MEMBERS UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12C	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS: ALL BOARD MEMBERS AND EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. IN ANY SITUATION WHERE THERE IS A CONFLICT OR THE APPEARANCE OF CONFLICT, OR WHERE A BOARD MEMBER IS UNCERTAIN OF THE POSSIBILITY OF A CONFLICT, THE BOARD MEMBER OR EMPLOYEE SHOULD PROTECT HIMSELF/HERSELF BY IMMEDIATELY DISCUSSING THE MATTER FULLY AND FRANKLY WITH THE CHAIRMAN OR, IF THE MATTER ARISES DURING A BOARD MEETING, BY DISCLOSING THE MATTER TO THE FULL BOARD OF DIRECTORS. THE CHAIRMAN OR ANY OTHER BOARD MEMBER ARE ALSO ENCOURAGED TO RAISE ANY ISSUE KNOWN TO THEM TO ENSURE THAT ANY POTENTIAL CONFLICT IS KNOWN TO THE CORPORATION AND ITS BOARD IN A TIMELY MANNER. WHERE THERE IS DOUBT AS TO THE EXISTENCE OF A CONFLICT OF INTEREST, THE SITUATION SHOULD BE FULLY EXPLAINED IN WRITING IN ADVANCE OF ANY BOARD MEETING. IF NECESSARY, THE CHAIRMAN WILL APPOINT A THREE-MEMBER AD HOC COMMITTEE OF MEMBERS OF THE BOARD OF DIRECTORS TO MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS ON THE MATTER AT THE NEXT BOARD MEETING. THE COMMITTEE WILL DISCUSS THE MATTER WITH THE CORPORATION'S GENERAL COUNSEL. THE DECISION OF THE BOARD OF DIRECTORS IS BINDING. BOARD MEMBERS ARE REQUIRED TO DECLARE A CONFLICT OF INTEREST ON EACH AND EVERY VOTE THEY TAKE IF ONE EXISTS.
FORM 990, PART VI, SECTION B, LINE 15A	COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT: THE BOARD SETS THE BEGINNING SALARY RANGE FOR THE POSITION BASED ON A LOCAL SALARY SURVEY. THIS SALARY RANGE IS ADJUSTED PERIODICALLY AS LOCAL SALARIES IN THE REGION CHANGE. CONTEMPORANEOUS DOCUMENTATION OF THE DECISION IS RECORDED IN THE BOARD OF DIRECTOR'S MEETING MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. ANNUALLY ON THE EXECUTIVE DIRECTOR'S ANNIVERSARY DATE, THE BOARD PRESIDENT PERFORMS AN EVALUATION. THE BOARD PRESIDENT TAKES INTO CONSIDERATION THE BOARD'S POLICY OF UP TO A 4% MERIT INCREASE EACH YEAR. THIS ANNUAL PROCESS RESULTS IN ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S SALARY.
FORM 990, PART VI, SECTION C, LINE 19	OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE: BBSRI'S FORM 990, GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING US AT 1-907-842-4370 OR WRITING TO US AT PO BOX 1464, DILLINGHAM, AK 99576-1464. IN ADDITION, OUR FORM 990 IS AVAILABLE FOR VIEWING ON THE WEBSITE GUIDESTAR.ORG.
PART VII SECTION A, LINE 1A, COLS D, E, & F	ALL OF BRISTOL BAY SCIENCE & RESEARCH INSTITUTE'S BOARD MEMBERS ARE ALSO MEMBERS OF THE BOARD OF BRISTOL BAY ECONOMIC DEVELOPMENT CORPORATION, A 501(C)(4) ORGANIZATION AND RECEIVE COMPENSATION FROM THIS ENTITY. MICHAEL LINK IS THE EXECUTIVE DIRECTOR OF BBSRI AND HE RECEIVES HIS COMPENSATION FROM BBEDC. JORDAN HEAD WAS HIRED ON AS THE NEW EXECUTIVE DIRECTOR OF BBSRI IN MARCH 2023.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

BRISTOL BAY SCIENCE & RESEARCH INSTITUTE

Employer identification number

92-0168036

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)BRISTOL BAY ECONOMIC DEVELOPMENT CORPORATION PO BOX 1464 DILLINGHAM,AK995761464 92-0142567	ECONOMIC GROWTH	AK	501(C)(4)		N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) BRISTOL BAY ECONOMIC DEVELOPMENT CORP	C	1,000,000	ACTUAL CASH

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO FOSTER ECONOMIC AND SOCIAL BENEFITS FOR BRISTOL BAY TO ENSURE SUSTAINABILITY OF THE REGION'S RENEWABLE NATURAL RESOURCES THROUGH SCIENTIFIC RESEARCH AND MANAGEMENT.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	6
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	5
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,742,445	2,005,671
9	Program service revenue (Part VIII, line 2g) .........	150,352	159,304
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	16,274	64,424
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,909,071	2,229,399
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	300,885	367,463
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,250,965	1,448,724
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,551,850	1,816,187
19	Revenue less expenses. Subtract line 18 from line 12.......	357,221	413,212
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,858,384	2,458,275
21	Total liabilities (Part X, line 26).............	207,290	393,969
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,651,094	2,064,306

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 290,214 including grants of $ 0 ) (Revenue $ 0 )
	PORT MOLLER TEST FISHERY III - SEE SCHEDULE O

4b	(Code: ) (Expenses $ 250,865 including grants of $ 0 ) (Revenue $ 0 )
	PORT MOLLER TEST FISHERY II - SEE SCHEDULE O

4c	(Code: ) (Expenses $ 204,309 including grants of $ 0 ) (Revenue $ 159,304 )
	NUSHAGAK TEST FISHERY - SEE ATTACHED STATEMENT

	(Code: ) (Expenses $ 660,875 including grants of $ 0 ) (Revenue $ 0 )
	PORT MOLLER TEST FISHERY I - $196,159AT-SEA GENETICS - $35,620TECHNICAL REVIEWS - $49,699NUYAKUK HYDRO PROJECT - $39,055KVICHAK SMOLT - $32,865WATER TEMPERATURE NETWORK - $29,651DUTCH HARBOR GENETICS - $22,905NUYAKUK COUNTING TOWER - $200,611SPORT FISH CREEL SURVEY - $20,211GILLNET SPECIES APPORTIONMENT - $5,948PORTAGE ELECTROFISHING - $9,667NUSHAGAK CHINOOK AERIAL SURVEYS - $10,090SCALE IMAGING DEMONSTRATION - $8,393

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 660,875 including grants of $ 0 ) (Revenue $ 0 )
4e	Total program service expenses1,406,263

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) H ROBIN SAMUELSEN JR...................................................................... PRESIDENT (THRU 03/2023)	0.10 ................. 2.90	X	X	0	1,266	0
(2) HATTIE ALBECKER...................................................................... SECRETARY	0.10 ................. 2.00	X	X	0	1,341	0
(3) ROBERT HEYANO...................................................................... TREASURER	0.10 ................. 2.00	X	X	0	1,605	0
(4) GERDA KOSBRUK...................................................................... PRESIDENT (FROM 03/2023)	0.10 ................. 1.70	X	X	0	1,167	0
(5) VICTOR SEYBERT...................................................................... BOARD MEMBER	0.10 ................. 1.80	X		0	1,167	0
(6) JIMMY COOPCHIAK...................................................................... BOARD MEMBER	0.10 ................. 1.60	X		0	1,083	0
(7) MARY ANN JOHNSON...................................................................... BOARD MEMBER	0.10 ................. 1.40	X		0	1,167	0
(8) MICHAEL LINK...................................................................... EXECUTIVE DIR. (THRU 03/2023)	40.00 ................. 4.00		X	0	33,361	0
(9) JORDAN HEAD...................................................................... EXECUTIVE DIR. (FROM 03/2023)	40.00 ................. 4.00		X	0	118,930	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	161,087	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	1,000,000
e	Government grants (contributions)		1e	441,935

f	All other contributions, gifts, grants, and similar amounts not included above		1f	563,736

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		2,005,671

		Business Code
2a	TEST FISHERY PROCEEDS	110000	159,304	159,304
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		159,304

3 Investment income (including dividends, interest, and othersimilar amounts) ......			64,424			64,424
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			2,229,399	159,304	0	64,424

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	295,592	110,060	185,532
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	22,806	13,017	9,789
9	Other employee benefits .......	26,840	1,690	25,150
10	Payroll taxes ...........	22,225	10,087	12,138
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,158		1,158
c	Accounting ...........	8,600		8,600
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	38,757	34,132	4,625
14	Information technology ......	120		120
15	Royalties ..
16	Occupancy ...........	12,542	2,742	9,800
17	Travel ............	35,070	29,585	5,485
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,784		2,784
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	65,385		65,385
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	VESSEL CHARTERS	541,365	541,365
b	CONTRACT PERSONNEL	466,633	399,216	67,417
c	MATERIALS & SUPPLIES	184,733	172,792	11,941
d	ALLOCATED OVERHEAD	91,577	91,577
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,816,187	1,406,263	409,924	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			1,380,343	2	1,620,232
3	Pledges and grants receivable, net ......				3	446,935
4	Accounts receivable, net .............			213,342	4	91,724
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	422,934
b	Less: accumulated depreciation	10b	124,148	166,193	10c	298,786
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			98,506	15	598
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,858,384	16	2,458,275

17	Accounts payable and accrued expenses .....	69,290	17	128,254
18	Grants payable ...		18
19	Deferred revenue .........	138,000	19	141,000
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	0	25	124,715
26	Total liabilities. Add lines 17 through 25..	207,290	26	393,969

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,651,094	27	2,064,306
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,651,094	32	2,064,306
33	Total liabilities and net assets/fund balances ........	1,858,384	33	2,458,275