2024-06-12T13:56:55-05:00 2023-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2023-01-01 264703396 HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE HARO 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 HOWARD CARROLL TRUSTEE 8055410178 2024-06-04 1 HOWARD CARROLL 999009999 1 JAYME PHILLIPS P00145584 8055412500 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8521998 X X 154 154 185287 185287 82189 82189 76873 858049 3692665 858049 223 223 1125902 1125902 80400 32160 48240 6788 6788 0 68149 54520 13629 10615 10615 0 282 282 0 38612 37587 1025 204846 141952 62894 1233471 1233471 1438317 141952 1296365 -312415 983950 131450 201921 21921 780000 780000 780000 1185000 7184092 6801206 7315077 8095542 7783127 8521998 0 0 X 0 0 0 0 8095542 7783127 8095542 7783127 8095542 7783127 8095542 -312415 0 7783127 0 7783127 PUBLICLY TRADED SECURITIES 463261 445952 17309 17309 PUBLICLY TRADED SECURITIES 2468808 2387413 81395 81395 SALE OF EASEMENT P 755000 1251 753749 753749 CAPITAL GAINS DIVIDENDS P 5596 5596 5596 858049 13677 0 13677 0 13677 8673 0 5000 0 13673 X 0 4 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.MIOSSICHARITABLETRUST.ORG HOWARD CARROLL 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOWARD CAROLL PO BOX 1025 SAN LUIS OBISPO CA 93406 TRUSTEE 20.00 80400 0 0 NONE 0 NONE 0 0 6823847 0 780000 7603847 0 0 7603847 114058 7489789 374489 374489 13677 13677 360812 0 360812 0 360812 1296365 0 1296365 360812 0 0 2619972 1879889 1066782 382027 1975120 7923790 1296365 0 0 0 360812 935553 0 0 8859343 0 0 0 0 0 0 2619972 6239371 1879889 1066782 382027 1975120 935553 HOWARD CARROLL TRUSTEE PO BOX 1025 SAN LUIS OBISPO CA 934061025 8055410178 APPLICATION PACKAGE, AS DETAILED ON THE ON-LINE WEBSITE, INCLUDING THE GRANT APPLICATION, ORGANIZATION SUMMARY, DESCRIPTION OF SPECIFIC REQUEST, MONITORING & EVALUATION INFORMATION, ORGANIZATIONAL BUDGET, PROJECT BUDGET, OTHER FUNDING SOURCES, BOARD MEMBER LIST, TAX STATUS LETTER, COPY OF FINANCIAL STATEMENTS. FROM JANUARY 1 THROUGH MAY 30 EACH YEAR THE FOUNDATION PROVIDES GRANTS ONLY TO CALIFORNIA BASED CHARITABLE ORGANIZATIONS FOR PROJECTS BENEFITING SAN LUIS OBISPO COUNTY RESIDENTS. THE FOUNDATION PRIORITY ARE PROJECTS FOCUSED IN SIX KEY AREAS OF SUPPORT FOR SAN LUIS OBISPO COUNTY RESIDENTS, INCLUDING ANIMAL RELATED (PROTECTION OF ANIMALS AND ANIMAL RIGHTS), EDUCATION (PROGRAMMING FOR ALL AGES, WITH PARTICULAR FOCUS ON COLLEGE READINESS), ENVIRONMENTAL PROTECTION (INCLUDING OPEN SPACE, GREEN TECHNOLOGY, SUSTAINABLE AGRICULTURE), CATHOLIC CHURCH (SUPPORT PROGRAMS AND IMPROVEMENTS FOR STAFF & PARISHIONERS, AS WELL AS CAPITAL IMPROVEMENTS), FINE ARTS (PUBLIC ART PROJECTS), AND YOUTH DEVELOPMENT (EXPOSURE TO DIFFERENT IDEAS AND OPINIONS, PROVIDING ACCESS TO OPPORTUNITIES YOUTH WOULD NOT OTHERWISE HAVE AVAILABLE). CARE 4 PAWS PO BOX 60524 SANTA BARBARA CA 93160 PUBLIC CHARITY MOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO. 10000 CASA 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM. 50000 CENTRAL COAST FUNDS FOR CHILDREN PO BOX 1046 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SUPPORT BASIC NEEDS FOR CHILDREN 0-18. 10000 CENTRAL COAST SALMON ENHANCEMENT 229 STANLEY AVE ARROYO GRANDE CA 93420 PUBLIC CHARITY TROUT IN CLASSROOM SLOUSD 198752 CITY OF SAN LUIS OBISPO 990 PALM STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY BIOASSESSMENT OF SLO CREEK & STENNER CREEK. 4900 COMMUNITY COUNSELING CENTER OF SLO 676 PISMO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY THERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING. 27500 ECOLOGISTICS INC 633 RAMONA AVE SPACE 103 LOS OSOS CA 93402 PUBLIC CHARITY EVERYBODY READS 8000 FRENCH MEDICAL CENTER FOUNDATION 1911 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 PUBLIC CHARITY DOG THERAPY. 15050 HOSPICE OF SAN LUIS OBISPO 1304 PACIFIC STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PET PEACE OF MIND PROGRAM. 21000 THE BAY FOUNDATION OF MORRO BAY 601 EMBARCADERO STE 11 MORRO BAY CA 93442 PUBLIC CHARITY BIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHED 35846 BIG BROTHERS BIG SISTERS PO BOX 12644 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SCHOOL BASED PROGRAMS AT PACHECO AND HAWTHORNE ELEMENTARY SCHOOLS 20000 CENTRAL COAST STATE PARKS ASSOCIATION 202 TANK FARM RD STE H2 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY NEW & ROTATING EXHIBITS IN MB HISTORY MUSEUM 10000 CIVIC BALLET OF SAN LUIS OBISPO 3422 MIGUELITO CT SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SPRING BALLET WESTSIDE STORY 55000 GREENSPACE - THE CAMBRIA LAND AND TRUST PO BOX 1505 CAMBRIA CA 93428 PUBLIC CHARITY CAPITAL CAMPAIGN FOR LAND ADJ STRAWBERRY CANYON 28033 LUMINA ALLIANCE 51 ZACA LN SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SUPPORT GREATEST NEEDS AMONG LUMINA ALLIANCE. 20000 NATIVITY OF OUR LADY CATHOLIC CHURCH 221 DALY AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY FUNDS FOR ATRIUM. 390000 NOVY'S ARK 173 BUKLE RD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY ESTABLISHING VETERINARY FUND 2500 POINT SAN LUIS LIGHTHOUSE KEEPERS 1 LIGHTHOUSE RD AVILA BEACH CA 93424 PUBLIC CHARITY CAPITAL CAMPAIGN FOR REHAB 2 CISTERNS. 69000 SLO CHILDRENS MUSEUM 1010 NIPOMO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY THE AMAZING AIRMAZE CONSTRUCTION 19735 SLO MASTER CHORALE PO BOX 3318 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY SUPPORT OF ITS FREE LECTURE SERIES 23/24 2500 SLO SYMPHONY 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY INSTRUMENT PETTING ZOO OUTREACH PROGRAM 10000 THE LAND CONSERVACY OF SLO COUNTY 1137 PACIFIC ST STE A SAN LUIS OBISPO CA 93401 PUBLIC CHARITY CAMPAING TO PUT 3 LOTS UNDER/ADJACENT TO THE OCTAGON BARN CENTER. 127900 THE MONDAY CLUB HOUSE 1815 MONTEREY ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY RELANDSCAPE AND REFRESH GROUNDS. 97755 1233471 0 14 154 14 185287 16 76873 14 223 01 858049 0 1120586 0 1120586 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6788 6788 0 OTHER INVESTMENTS AT COST 6801206 7315077 INSURANCE 2051 1026 1025 OFFICE EXPENSE 1059 1059 0 PROMOTION 203 203 0 REIMBURSEMENT EXPENSE 111 111 0 DUES & MEMBERSHIPS 1064 1064 0 OPERATIONS, MAINTENANCE, AND LAND STEWARDSHIP 34124 34124 0 CLASS ACTION SETTLEMENT 223 223 223 ADVISORY FEES 68149 54520 13629 FOREIGN TAXES ON INVESTMENTS 5199 5199 0 DEPARTMENT OF JUSTICE 100 100 0 PROPERTY TAX 5316 5316 0