COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-05
- IRS object ID
- 202421579349300442
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-05T17:56:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262350873 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBER AUDIT & ATTEST LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 AEROVISTA PLACE SUITE 103 | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770496500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION SAN LUIS OBISPO | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8055432323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 DANA STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI MCPHERSON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8055432323 | PhoneNum |
| Signature | 2024-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEIDI | PersonFirstNm |
| Person Last | MCPHERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLYN SPILLER | PreparerPersonNm |
| PTIN | P01491937 | PTIN |
| Phone | 8058880242 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEIDI MCPHERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 DANA STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,743,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFSLOCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP - SEE SCHEDULE OTHE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FULFILLS ITS MISSION BY:-ENGAGING PRIVATE GIVING FOR PUBLIC GOOD;-BUILDING AND MAINTAINING PERMANENT ENDOWMENTS TO RESPOND TO CHANGING COMMUNITY NEEDS;-PROVIDING FLEXIBLE TAX-EXEMPT VEHICLES FOR DONORS WITH VARIED CHARITABLE INTERESTS AND ABILITIES TO GIVE;-SERVING AS A CATALYST AND RESOURCE TO EFFECTIVELY RESPOND TO COMMUNITY NEEDS THROUGH SCHOLARSHIPS; AND-STRENGTHENING THE NON-PROFIT SECTOR THROUGH GRANTS AND DEVELOPMENT ASSISTANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,888,992 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,416,190 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,361,711 | PYInvestmentIncomeAmt |
| CY Investment Income | -$241,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $336,382 | PYOtherRevenueAmt |
| CY Other Revenue | $46,342 | CYOtherRevenueAmt |
| PY Total Revenue | $8,587,085 | PYTotalRevenueAmt |
| CY Total Revenue | $3,221,396 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,644,572 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,255,958 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $859,800 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,081,361 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $284,692 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $720,681 | PYOtherExpensesAmt |
| CY Other Expenses | $1,031,963 | CYOtherExpensesAmt |
| PY Total Expenses | $6,225,053 | PYTotalExpensesAmt |
| CY Total Expenses | $5,369,282 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,362,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,147,886 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,389,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,470,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,346,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,744,079 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,042,068 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,726,582 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,289,802 | ExpenseAmt |
| Grant | $3,255,958 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS, PAST AND PRESENT, PHILANTHROPY IS PROMOTED THAT STRENGTHENS CIVIC LIFE ACROSS THE SAN LUIS OBISPO COUNTY REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS & CULTURE, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, ENVIRONMENT AND COMMUNITY ENHANCEMENT. | Desc |
| Total Program Service Expenses | $4,289,802 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055432323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 DANA STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| SUZANNE FRITZ | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATH TOMPKINS | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANITA ROBINSON | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA SOMERS SMITH | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF BUCKINGHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GWEN ERSKINE | |||||||
| PRESIDENT OF REF, DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| GRENDA ERNST | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT HOSEGOOD MARTIN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB GARCIA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN MCADAMS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| ANNEKA SCRANTON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK WILLIAMS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI MCPHERSON | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $211,438 | $0 | $6,343 | 5.00 | |
| MICHAEL JONES | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $66,067 | $0 | $0 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $277,505 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,343 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,456 | FundraisingAmt |
| Government Grants | $164,273 | GovernmentGrantsAmt |
| All Other Contributions | $3,235,461 | AllOtherContributionsAmt |
| Noncash Contributions | $380,691 | NoncashContributionsAmt |
| Total Contributions | $3,416,190 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,726,688 | TotalRevenueColumnAmt |
| Exclusion | $1,726,688 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,498,164 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,465,988 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,967,824 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,967,824 | TotalRevenueColumnAmt |
| Exclusion | -$1,967,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,089 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,456 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,758 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,331 | TotalRevenueColumnAmt |
| Exclusion | $43,331 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $237,109 | $237,109 |
| CHANGE IN SPLIT INTEREST | 900099 | $144,432 | $144,432 |
| INCOME HELD FOR OTHERS | 900099 | -$378,530 | -$378,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,011 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,221,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,011 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$197,805 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,350 | TotalAmt |
| Program Services | $2,899,350 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,608 | TotalAmt |
| Program Services | $326,608 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,673 | TotalAmt |
| Program Services | $109,085 | ProgramServicesAmt |
| Management And General | $140,253 | ManagementAndGeneralAmt |
| Fundraising | $62,335 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,255 | TotalAmt |
| Program Services | $217,439 | ProgramServicesAmt |
| Management And General | $279,565 | ManagementAndGeneralAmt |
| Fundraising | $124,251 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,706 | TotalAmt |
| Program Services | $5,847 | ProgramServicesAmt |
| Management And General | $7,518 | ManagementAndGeneralAmt |
| Fundraising | $3,341 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,091 | TotalAmt |
| Program Services | $27,332 | ProgramServicesAmt |
| Management And General | $35,141 | ManagementAndGeneralAmt |
| Fundraising | $15,618 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,636 | TotalAmt |
| Program Services | $18,773 | ProgramServicesAmt |
| Management And General | $24,136 | ManagementAndGeneralAmt |
| Fundraising | $10,727 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563 | TotalAmt |
| Program Services | $508 | ProgramServicesAmt |
| Management And General | $547 | ManagementAndGeneralAmt |
| Fundraising | $508 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,650 | TotalAmt |
| Management And General | $27,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,043 | TotalAmt |
| Program Services | $248,043 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,445 | TotalAmt |
| Management And General | $142,445 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,024 | TotalAmt |
| Program Services | $4,298 | ProgramServicesAmt |
| Management And General | $4,428 | ManagementAndGeneralAmt |
| Fundraising | $4,298 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,778 | TotalAmt |
| Program Services | $12,797 | ProgramServicesAmt |
| Management And General | $13,184 | ManagementAndGeneralAmt |
| Fundraising | $12,797 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,539 | TotalAmt |
| Program Services | $23,278 | ProgramServicesAmt |
| Management And General | $23,983 | ManagementAndGeneralAmt |
| Fundraising | $23,278 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,043 | TotalAmt |
| Program Services | $7,604 | ProgramServicesAmt |
| Management And General | $7,835 | ManagementAndGeneralAmt |
| Fundraising | $7,604 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,890 | TotalAmt |
| Program Services | $3,924 | ProgramServicesAmt |
| Management And General | $4,042 | ManagementAndGeneralAmt |
| Fundraising | $3,924 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,970 | TotalAmt |
| Program Services | $31,010 | ProgramServicesAmt |
| Management And General | $31,950 | ManagementAndGeneralAmt |
| Fundraising | $31,010 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,854 | TotalAmt |
| Program Services | $20,742 | ProgramServicesAmt |
| Management And General | $21,370 | ManagementAndGeneralAmt |
| Fundraising | $20,742 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,094 | TotalAmt |
| Program Services | $1,806 | ProgramServicesAmt |
| Management And General | $18,257 | ManagementAndGeneralAmt |
| Fundraising | $1,031 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $326,149 | $326,149 | ||
| PROGRAM EXPENSE | $26,043 | $16,255 | $9,788 | |
| MEMBERSHIP DUES AND SUB | $18,500 | $6,105 | $6,105 | $6,290 |
| MISCELLANEOUS | $12,379 | $3,092 | $3,093 | $6,194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$106,001 | TotalAmt |
| Program Services | -$50,243 | ProgramServicesAmt |
| Fundraising | -$55,758 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,369,282 | TotalAmt |
| Program Services | $4,289,802 | ProgramServicesAmt |
| Management And General | $794,788 | ManagementAndGeneralAmt |
| Fundraising | $284,692 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,148 | BOYAmt |
| EOY | $504,048 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,934,425 | BOYAmt |
| EOY | $8,462,553 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,000 | BOYAmt |
| EOY | $580,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,559 | BOYAmt |
| EOY | $18,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,161,546 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $697,140 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,992 | BOYAmt |
| EOY | $1,464,406 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,813,166 | BOYAmt |
| EOY | $43,947,053 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,013,011 | BOYAmt |
| EOY | $17,920,945 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,219,716 | BOYAmt |
| EOY | $2,573,237 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,389,017 | BOYAmt |
| EOY | $75,470,661 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,390 | BOYAmt |
| EOY | $51,938 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,680 | BOYAmt |
| EOY | $485,810 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $15,261 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,149 | BOYAmt |
| EOY | $2,405,560 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,730 | BOYAmt |
| EOY | $785,510 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,346,949 | BOYAmt |
| EOY | $3,744,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,316,607 | BOYAmt |
| EOY | $13,052,309 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,725,461 | BOYAmt |
| EOY | $58,674,273 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,042,068 | BOYAmt |
| EOY | $71,726,582 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,389,017 | BOYAmt |
| EOY | $75,470,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,147,886 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,093,541 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $738,859 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,523,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,262,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,002,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,876,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,416,190 | CurrentTaxYearAmt |
| Total | $25,080,201 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,523,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,262,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,002,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,876,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,416,190 | CurrentTaxYearAmt |
| Total | $25,080,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,080,201 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,708,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,232,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,409,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,259,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,726,688 | CurrentTaxYearAmt |
| Total | $7,336,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,416,375 | TotalSupportAmt |
| Public Support CY170 | 0.77370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 109 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,885,446 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,078,892 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $24,300,189 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,285,223 | BeginningYearBalanceAmt |
| Contributions | $1,326,267 | ContributionsAmt |
| Investment Earnings Or Losses | $9,202,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,897,382 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,916,668 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,292,004 | BeginningYearBalanceAmt |
| Contributions | $1,978,139 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,297,934 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$3,686,986 | GrantsOrScholarshipsAmt |
| End Year Balance | $52,285,223 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,934,846 | BeginningYearBalanceAmt |
| Contributions | $5,210,069 | ContributionsAmt |
| Investment Earnings Or Losses | $6,509,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$3,362,230 | GrantsOrScholarshipsAmt |
| End Year Balance | $64,292,004 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,043,230 | BeginningYearBalanceAmt |
| Contributions | $507,687 | ContributionsAmt |
| Investment Earnings Or Losses | $5,237,058 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$3,853,129 | GrantsOrScholarshipsAmt |
| End Year Balance | $55,934,846 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,621,073 | BeginningYearBalanceAmt |
| Contributions | $2,702,661 | ContributionsAmt |
| Investment Earnings Or Losses | $8,876,413 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,156,917 | GrantsOrScholarshipsAmt |
| End Year Balance | $54,043,230 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $425,000 | OtherCostOrOtherBasisAmt |
| Book Value | $425,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,275,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $393,125 | DepreciationAmt |
| Book Value | $881,875 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $461,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,015 | DepreciationAmt |
| Book Value | $157,531 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,464,406 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPEN-ENDED MUTUAL FUNDS | $1,299,333 | F |
| CLOSE-ENDED MUTUAL FUNDS | $460,781 | F |
| FIXED INCOME | $15,039,765 | F |
| HEDGE FUNDS | $1,092,692 | F |
| CASH EQUIVALENTS | $28,374 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,920,945 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $14,019 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $771,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $785,510 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,734,187 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,093,541 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $13,250 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $406,000 | OtherRevenueAmt |
| Revenue Not Reported | $10,512,791 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,221,396 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,221,396 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,231,802 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $13,250 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$150,730 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$137,480 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,369,282 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,369,282 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS AMOUNTS ON BEHALF OF OTHERS AND UNAFFILIATED NON-PROFIT ORGANIZATIONS FOR THEIR DESIGNATED USE, WHICH FOR FINANCIAL STATEMENT PURPOSES IS ACCOUNTED FOR BY THE ORGANIZATION SUBJECT TO THE GUIDANCE PROVIDED BY THE FASB CODIFICATION TOPIC RELATED TO AGENCY TRANSACTIONS (FASB ASC 985-605-25, PARAGRAPHS 21 THROUGH 33). |
| PART V, LINE 4: | INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE THE EARNINGS IN THE COMMUNITY FOR NON-PROFIT ORGANIZATIONS AND HELP INDIVIDUAL DONORS DIRECT THEIR CHARITABLE GIVING. THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY ENCOURAGES DONORS AND AGENCIES TO OPEN ENDOWMENT FUNDS FOR THE PURPOSE OF ENSURING FUTURE SUPPORT FOR THE NON-PROFIT AGENCIES WITHIN THE REGION. AT THIS TIME, THE AMOUNT OF EARNINGS DISTRIBUTED IS DETERMINED BY THE FOUNDATION'S SPENDING POLICY WHICH IS TO DISBURSE UP TO 3.75% PER ANNUM OF THE PRECEDING 12 QUARTER TRAILING AVERAGE INVESTED IN THE POOL PER FUND. |
| PART X, LINE 2: | FROM AUDITED FINANCIAL STATEMENTS FOOTNOTE: THE FOUNDATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, MANAGEMENT OF THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS TRANSFER RECORDED FROM SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT INVESTMENT MANAGEMENT FEES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT INVESTMENT MANAGEMENT FEES |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | TO BENEFIT THE CHILD REFUGEES IN SWEDEN | PurposeOfGrantTxt |
| Cash Grant | $30,000 | CashGrantAmt |
| Manner Of Cash Disbursement | GRANT PAYMENT | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATIONAL GRANTEES ARE EITHER REQUIRED TO SIGN A CONTRACT ASSOCIATED WITH THEIR PROPOSAL, OR AGREE THROUGH CASHING OF A GRANT CHECK THAT THEY WILL USE THE FUNDS AS DESCRIBED IN THEIR AWARD LETTER. WHEN SIGNING A CONTRACT, THE GRANTEE AGREES TO SUBMIT BOTH A NARRATIVE AND A FINANCIAL REPORT DOCUMENTING HOW GRANT FUNDS WERE SPENT. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN'S LEGACY LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $115,545 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,456 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $99,089 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,850 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,091 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,317 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $115,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,456 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,089 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,850 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,091 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,317 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,758 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,331 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (93 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| 5CITIES HOMELESS COALITION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 93483 | 270413593 | 501(C)(3) | $36,000 | $0 | N/A | N/A | UNRESTRICTED GRANT |
| ATASCADERO LOAVES AND FISHES | ||||||||||
| 5411 EL CAMINO REAL | ATASCADERO | CA | 93422 | 770082730 | 501(C)(3) | $28,000 | $0 | N/A | N/A | UNRESTRICTED |
| BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY | ||||||||||
| PO BOX 356 | PISMO BEACH | CA | 93448 | 953214113 | 501(C)(3) | $15,000 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY | ||||||||||
| 142 CROSS ST SUITE 140 | SAN LUIS OBISPO | CA | 93401 | 770348487 | 501(C)(3) | $26,000 | $0 | N/A | N/A | UNRESTRICTED |
| BOYS & GIRLS CLUB MID CENTRAL COAST | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 952468116 | 501(C)(3) | $20,000 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| BOYS & GIRLS CLUB OF SOUTH SLO COUNTY | ||||||||||
| 1830 19TH STREET | OCEANO | CA | 93445 | 770390117 | 501(C)(3) | $14,500 | $0 | N/A | N/A | TO SUPPORT THE ENDOWMENT FUND |
| BRIDGE LACROSSE DALLAS | ||||||||||
| PO BOX 190844 | DALLAS | TX | 75219 | 161671742 | 501(C)(3) | $15,000 | $0 | N/A | N/A | UNRESTRICTED |
| CARE4PAWS | ||||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | 270207473 | 501(C)(3) | $13,500 | $0 | N/A | N/A | UNRESTRICTED |
| CAL POLY STATE UNIVERSITY | ||||||||||
| 1 GRAND AVENUE ADMIN 212 | SAN LUIS OBISPO | CA | 93407 | 951648180 | GOVERNMENT | $90,000 | $0 | N/A | N/A | SEE LIST OF 2023 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS |
| CAL POLY UNIVERSITY DEVELOPMENT AND ALUMNI ENGAGEMENT | ||||||||||
| 1 GRAND AVENUE BUILDING 117 | SAN LUIS OBISPO | CA | 93407 | 951648180 | GOVERNMENT | $37,000 | $0 | N/A | N/A | TO SUPPORT THE PREMIERE OF THE NEW COMMISSION BY JOCELYN HAGEN BEING PRESENTED BY THE CANTABILE ENSEMBLE |
| CASA OF SLO COUNTY | ||||||||||
| PO BOX 1168 | SAN LUIS OBISPO | CA | 93406 | 770316227 | 501(C)(3) | $13,000 | $0 | N/A | N/A | UNRESTRICTED |
| CATHOLIC CHARITIES DIOCESE OF MONTEREY | ||||||||||
| 922 HILBY AVENUE SUITE C | SEASIDE | CA | 93955 | 770042961 | 501(C)(3) | $7,467 | $0 | N/A | N/A | DISASTER RELIEF |
| CAYUCOS LAND CONSERVANCY | ||||||||||
| PO BOX 336 | CAYUCOS | CA | 93430 | 770506896 | 501(C)(3) | $400,000 | $0 | N/A | N/A | TO SUPPORT PHASE ONE OF THE TORO COAST PROJECT |
| CENTER FOR FAMILY STRENGTHENING | ||||||||||
| 3480 SOUTH HIGUERA SUITE 100 | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $35,853 | $0 | N/A | N/A | TO SUPPORT THE PROMOTORES COLLABORATIVE'S LATINA FISCAL LITERACY PROGRAM. THIS GRANT IS RESTRICTED TO SUPPORTING PROGRAMS PROVIDED FOR VINEYARD, FARMWORKERS AND THEIR FAMILIES |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||
| 199 WATER STREET FLOOR 22 | NEW YORK | NY | 10038 | 133669731 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 4507 DEL RIO AVE BLDG 1 | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $8,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST SALMON ENHANCEMENT DBA CREEK LANDS CONSERVATION | ||||||||||
| 229 STANLEY AVE | ARROYO GRANDE | CA | 93420 | 770079896 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST STATE PARKS ASSOCIATION | ||||||||||
| 202 TANK FARM ROAD STE H2 | SAN LUIS OBISPO | CA | 93401 | 510198869 | 501(C)(3) | $32,875 | $0 | N/A | N/A | TO SUPPORT THE MIND WALKS PROGRAM |
| CITY FARM SLO | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $67,562 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION | ||||||||||
| 487 FAIR OAKS AVENUE | ARROYO GRANDE | CA | 93420 | 770560115 | 501(C)(3) | $7,274 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $49,266 | $0 | N/A | N/A | FOR DIRECT AID TO UNDOCUMENTED IMMIGRANTS RESIDING IN SAN LUIS OBISPO COUNTY |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY | ||||||||||
| 676 PISMO STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $31,744 | $0 | N/A | N/A | UNRESTRICTED |
| COMMUNITY FOUNDATION OF ESTERO BAY | ||||||||||
| PO BOX 131 | MORRO BAY | CA | 93443 | 770336404 | 501(C)(3) | $11,500 | $0 | N/A | N/A | TO PROVIDE STIPENDS FOR LOS OSOS YOUTH TO PLAY SPORTS AND PARTICIPATE IN OTHER AFTER SCHOOL ENHANCEMENT ACTIVITIES |
| CONCORDIA THEOLOGICAL SEMINARY | ||||||||||
| 6600 N CLINTON ST | FORT WAYNE | IN | 46825 | 370673478 | 501(C)(3) | $12,150 | $0 | N/A | N/A | TO BENEFIT THE HANS LYCKY STIPENDIUM AT THE LUTHERAN SCHOOL OF THEOLOGY AT GOTHENBURG FOR SUPPORT OF THEOLOGICAL EDUCATION OF STUDENT MINISTERS AND PASTORS VIA THE BO GIERTZ FUND |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | 237225601 | 501(C)(3) | $21,574 | $0 | N/A | N/A | UNRESTRICTED |
| DIVERSITY COALITION SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 376 | ARROYO GRANDE | CA | 93421 | 822075135 | 501(C)(3) | $11,000 | $0 | N/A | N/A | UNRESTRICTED |
| ECOLOGISTICS | ||||||||||
| 633 RAMONA AVE 103 | LOS OSOS | CA | 93402 | 272116150 | 501(C)(3) | $26,967 | $0 | N/A | N/A | CENTRAL COAST COALITION FOR UNDOCUMENTED STUDENT SUCCESS |
| EL CAMINO HOMELESS ORGANIZATION | ||||||||||
| 6370 ATASCADERO AVENUE | ATASCADERO | CA | 93422 | 770545434 | 501(C)(3) | $21,000 | $0 | N/A | N/A | UNRESTRICTED GRANT |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $22,500 | $0 | N/A | N/A | UNRESTRICTED |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | 951703095 | RELIGIOUS | $51,000 | $0 | N/A | N/A | UNRESTRICTED |
| FIRST UNITED METHODIST CHURCH | ||||||||||
| 222 WEST SEVENTH STREET | COLUMBIA | TN | 38401 | 620559654 | 501(C)(3) | $8,000 | $0 | N/A | N/A | UNRESTRICTED |
| FIRSTFRUITS FARMS SLO | ||||||||||
| PO BOX 5157 | SAN LUIS OBISPO | CA | 93403 | 843220046 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| FIVE CITIES YOUTH FOOTBALL LEAGUE | ||||||||||
| PO BOX 64 | ARROYO GRANDE | CA | 93421 | 770636950 | 501(C)(3) | $9,438 | $0 | N/A | N/A | TO PURCHASE TWO SETS OF AED AND CPR EQUIPMENT, AND BLEEDING CONTROL KITS FOR 5CYFL'S FOOTBALL, CHEER, AND SOCCER PROGRAMS |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $89,617 | $0 | N/A | N/A | UNRESTRICTED |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $12,545 | $0 | N/A | N/A | UNRESTRICTED |
| FRIENDS OF 40PRADO | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $5,250 | $0 | N/A | N/A | UNRESTRICTED |
| FRIENDS OF CAMP NATOMA INC | ||||||||||
| PO BOX 3012 | SAN LUIS OBISPO | CA | 93403 | 455529053 | 501(C)(3) | $15,000 | $0 | N/A | N/A | CAMP NATOMA CAMPERSHIPS |
| FRIENDS OF THE SAN LUIS OBISPO BOTANICAL GARDENS | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $5,909 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION |
| GALA PRIDE AND DIVERSITY CENTER | ||||||||||
| 1060 PALM STREET | SAN LUIS OBISPO | CA | 93401 | 770372544 | 501(C)(3) | $11,000 | $0 | N/A | N/A | UNRESTRICTED |
| GROVER BEACH COMMUNITY LIBRARY | ||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $7,342 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION |
| HOSPICE OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1304 PACIFIC STREET | SAN LUIS OBISPO | CA | 93401 | 953195126 | 501(C)(3) | $7,500 | $0 | N/A | N/A | TO SUPPORT THE LIGHT UP A LIFE EVENT AT THE GOLD LEVEL SPONSORSHIP IN MEMORY OF ROBERT H. JANSSEN |
| INFINITE MUSIC FOUNDATION | ||||||||||
| PO BOX 1133 | MORRO BAY | CA | 93443 | 462959266 | 501(C)(3) | $7,250 | $0 | N/A | N/A | UNRESTRICTED |
| JACK'S HELPING HAND | ||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $27,500 | $0 | N/A | N/A | CAMP REACH FOR THE STARS |
| JEWISH COMMUNITY CENTER SAN LUIS OBISPO | ||||||||||
| 875 LAUREATE LANE | SAN LUIS OBISPO | CA | 93405 | 770547417 | 501(C)(3) | $15,988 | $0 | N/A | N/A | UNRESTRICTED |
| KCBX RADIO CENTRAL COAST PUBLIC RADIO | ||||||||||
| 4100 VACHELL LANE | SAN LUIS OBISPO | CA | 934018147 | 237292203 | 501(C)(3) | $14,400 | $0 | N/A | N/A | UNRESTRICTED |
| LONG TERM CARE OMBUDSMAN SERVICES | ||||||||||
| 3232 S HIGUERA STREET SUITE 101B | SAN LUIS OBISPO | CA | 93401 | 770026510 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED |
| LOS OSOS CARES INC | ||||||||||
| PO BOX 6602 | LOS OSOS | CA | 93412 | 823047951 | 501(C)(3) | $20,500 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| LUCIA MAR UNIFIED SCHOOL DISTRICT | ||||||||||
| 602 ORCHARD STREET | ARROYO GRANDE | CA | 93420 | 710929358 | GOVERNMENT | $15,435 | $0 | N/A | N/A | TO SUPPORT THE AVID STUDENTS IN THE FOLLOWING MANNER DURING THE 2023-2024 ACADEMIC YEAR, INVOICE #240164 |
| LUMINA ALLIANCE | ||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $37,500 | $0 | N/A | N/A | TO SUPPORT CHILDCARE SERVICES |
| MAURY MAGIC RIDERS | ||||||||||
| PO BOX 560 | COLUMBIA | TN | 38402 | 621742129 | 501(C)(3) | $5,500 | $0 | N/A | N/A | UNRESTRICTED |
| MONTEREY COLLEGE OF LAW | ||||||||||
| 100 COLONEL DURHAM STREET | SEASIDE | CA | 93955 | 942202421 | 501(C)(3) | $22,570 | $0 | N/A | N/A | UNRESTRICTED FOR THE SAN LUIS OBISPO COLLEGE OF LAW CAMPUS |
| MORRO BAY SENIOR CITIZENS INC DBA MORRO BAY ACTIVE ADULTS | ||||||||||
| PO BOX 603 | MORRO BAY | CA | 934430603 | 510163015 | 501(C)(3) | $8,275 | $0 | N/A | N/A | TO SUPPORT THE COST OF MUSICIANS AT TUNES AT TIDELANDS AS DESCRIBED IN YOUR 2023 SENIOR DANCE GRANT APPLICATION |
| MORRO COAST AUDUBON SOCIETY | ||||||||||
| PO BOX 1507 | MORRO BAY | CA | 93443 | 237165021 | 501(C)(3) | $20,000 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION |
| MOZART FESTIVAL ASSOCIATION DBA FESTIVAL MOZAIC | ||||||||||
| PO BOX 311 | SAN LUIS OBISPO | CA | 93406 | 237172087 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED |
| MT CARMEL LUTHERAN CHURCH | ||||||||||
| 1701 FREDRICKS STREET | SAN LUIS OBISPO | CA | 93405 | 237224019 | 501(C)(3) | $7,000 | $0 | N/A | N/A | UNRESTRICTED |
| NATIVITY OF OUR LADY CATHOLIC CHURCH | ||||||||||
| 221 DALY STREET | SAN LUIS OBISPO | CA | 93401 | 941658139 | RELIGIOUS | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| NEW LIFE K9'S | ||||||||||
| PO BOX 4412 | SAN LUIS OBISPO | CA | 93403 | 752547239 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE PURCHASING OF SUPPLIES AND THE CARE OF CANINES |
| OPERA SAN LUIS OBISPO | ||||||||||
| PO BOX 14760 | SAN LUIS OBISPO | CA | 93406 | 770086873 | 501(C)(3) | $29,500 | $0 | N/A | N/A | UNRESTRICTED |
| PACIFIC WILDLIFE CARE | ||||||||||
| PO BOX 1134 | MORRO BAY | CA | 93443 | 770196350 | 501(C)(3) | $50,000 | $0 | N/A | N/A | TO SUPPORT THE DONOR'S COMMITMENT TO THE CAPITAL CAMPAIGN IN MEMORY OF JAY DAVIDSON |
| PASO ROBLES YOUTH ARTS CENTER | ||||||||||
| PO BOX 4699 | PASO ROBLES | CA | 93447 | 770488880 | 501(C)(3) | $42,050 | $0 | N/A | N/A | UNRESTRICTED |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 1060 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $31,000 | $0 | N/A | N/A | UNRESTRICTED |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | ||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | 952319356 | 501(C)(3) | $22,500 | $0 | N/A | N/A | UNRESTRICTED |
| RESTORATIVE PARTNERS | ||||||||||
| 3196 S HIGUERA STREET SUITE D | SAN LUIS OBISPO | CA | 93401 | 474825349 | 501(C)(3) | $16,250 | $0 | N/A | N/A | FOR THE OPPORTUNITY TO THRIVE PROGRAM AS DESCRIBED IN YOUR 2023 OPPORTUNITY TO THRIVE GRANT APPLICATION |
| ROTARY CLUB OF MORRO BAY | ||||||||||
| PO BOX 806 | MORRO BAY | CA | 93443 | 770198922 | 501(C)(3) | $10,562 | $0 | N/A | N/A | TO BENEFIT TURKISH EARTHQUAKE RELIEF EFFORTS |
| SAN LUIS COASTAL EDUCATION FOUNDATION | ||||||||||
| 1500 LIZZIE ST | SAN LUIS OBISPO | CA | 93401 | 824196024 | 501(C)(3) | $8,027 | $0 | N/A | N/A | FOR SLCEF TEACHER GRANTS |
| SAN LUIS COASTAL EDUCATION FOUNDATION | ||||||||||
| 1500 LIZZIE ST | SAN LUIS OBISPO | CA | 93401 | 824196024 | 501(C)(3) | $19,912 | $0 | N/A | N/A | FOR 2022-2023 TEACHER GRANTS |
| SAN LUIS OBISPO BOTANICAL GARDEN | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $17,200 | $0 | N/A | N/A | UNRESTRICTED |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $10,000 | $0 | N/A | N/A | FOR THE FAMILY ADVOCATE COLLABORATIVE AS DESCRIBED IN YOUR 2023 OPPORTUNITY TO THRIVE GRANT APPLICATION |
| SAN LUIS OBISPO CHILDREN'S MUSEUM | ||||||||||
| 1010 NIPOMO ST | SAN LUIS OBISPO | CA | 93401 | 770261830 | 501(C)(3) | $12,428 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| SAN LUIS OBISPO COUNTY SHERIFFS ADVISORY FOUNDATION | ||||||||||
| 1585 KANSAS AVENUE | SAN LUIS OBISPO | CA | 93405 | 770189925 | 501(C)(3) | $10,000 | $0 | N/A | N/A | LCCF DISASTER RECOVERY GRANT FOR SLO COUNTY SEARCH AND RESCUE |
| SAN LUIS OBISPO COUNTY YMCA | ||||||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952147727 | 501(C)(3) | $10,000 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION | ||||||||||
| 3232 S HIGUERA ST SUITE 101D | SAN LUIS OBISPO | CA | 93401 | 770335048 | 501(C)(3) | $6,500 | $0 | N/A | N/A | TO PROVIDE OUTREACH AND COMMUNITY ENGAGEMENT IN CONJUNCTION WITH SLO COUNTY UNDOCUSUPPORT'S IMMIGRANT SERVICE RESOURCE HUB, IMMIGRANT SERVICES GUIDE, AND COMMUNITY SERVICES WORKSHOPS |
| SAN LUIS OBISPO MUSEUM OF ART | ||||||||||
| PO BOX 813 | SAN LUIS OBISPO | CA | 93406 | 956134270 | 501(C)(3) | $133,700 | $0 | N/A | N/A | UNRESTRICTED |
| SAN LUIS OBISPO REPERTORY THEATRE | ||||||||||
| PO BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $107,500 | $0 | N/A | N/A | $50,000 FOR THE BUILDING FUND AND $50,000 FOR NEW CONSTRUCTION |
| SANTA MARGARITA AREA SENIOR CITIZENS CLUB | ||||||||||
| 22202 H STREET | SANTA MARGARITA | CA | 93453 | 953089157 | 501(C)(3) | $6,000 | $0 | N/A | N/A | TO SUPPORT THE COST OF MUSICIANS AT SENIOR DANCES AS DESCRIBED IN YOUR 2023 SENIOR DANCE GRANT APPLICATION |
| SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB | ||||||||||
| 510 E PARK AVE | SANTA MARIA | CA | 93454 | 770111371 | 501(C)(4) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE COST OF MUSICIANS AT SENIOR DANCES |
| SENIOR NUTRITION PROGRAM DBA MEALS THAT CONNECT | ||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| SHOWER THE PEOPLE | ||||||||||
| 1133 VARD LOOMIS LN | ARROYO GRANDE | CA | 93420 | 821552557 | 501(C)(3) | $6,000 | $0 | N/A | N/A | 25TH ANNIVERSARY GRANTS |
| SLO CLASSICAL ACADEMY | ||||||||||
| 165 GRAND AVENUE | SAN LUIS OBISPO | CA | 93405 | 203131883 | 501(C)(3) | $90,000 | $0 | N/A | N/A | TO PURCHASE TWO ELECTRIC VANS |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | 956000938 | GOVERNMENT | $48,900 | $0 | N/A | N/A | FOR COLLEGE NIGHT 2023 |
| SLO JAZZ FESTIVAL | ||||||||||
| 1505 HUCKLEBERRY AVENUE | ARROYO GRANDE | CA | 93420 | 272625815 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE COST OF MUSICIANS AT THE CHRISTMAS BALL AS DESCRIBED IN YOUR 2023 SENIOR DANCE GRANT APPLICATION |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE 203 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $14,700 | $0 | N/A | N/A | UNRESTRICTED |
| SLOW MONEY SAN LUIS OBISPO | ||||||||||
| 1288 11TH STREET | LOS OSOS | CA | 93402 | 822069002 | 501(C)(3) | $6,500 | $0 | N/A | N/A | IN SUPPORT OF HARVESTLY |
| SOUTH COUNTY YOUTH COALITION | ||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $24,500 | $0 | N/A | N/A | UNRESTRICTED |
| ST LUKE UNITED METHODIST CHURCH | ||||||||||
| PO BOX 1796 | COLUMBIA | TN | 38402 | 620964715 | RELIGIOUS | $8,000 | $0 | N/A | N/A | FOR GENERAL BUDGET ONLY |
| STORM TRYSAIL FOUNDATION CO LARCHMONT YACHT CLUB | ||||||||||
| 1 WOODBINE AVENUE | LARCHMONT | NY | 10538 | 262672182 | 501(C)(3) | $20,000 | $0 | N/A | N/A | TO SUPPORT OPPORTUNITIES FOR YOUNG MEN AND WOMEN TO ENGAGE IN OFFSHORE SAILING/RACING VIA THE RICHARD DU MOULIN AWARD |
| THE FUND FOR SANTA BARBARA | ||||||||||
| PO BOX 90710 | SANTA BARBARA | CA | 93190 | 770070742 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE INCLUSION OF SAN LUIS OBISPO COUNTY IN THE 2023 CENTRAL COAST REGIONAL EQUITY STUDY |
| THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $149,559 | $0 | N/A | N/A | UNRESTRICTED |
| THE NATURE CONSERVANCY | ||||||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 222031606 | 530242652 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO BENEFIT THE HAWAI'I'S FOREST BIRDS |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $43,500 | $0 | N/A | N/A | THE TEEN VIOLENCE SUPPORT GROUP |
| WHITMAN COLLEGE OFFICE OF DEVELOPMENT | ||||||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | 910567740 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| WILSHIRE HEALTH & COMMUNITY SERVICES INC | ||||||||||
| 285 SOUTH STREET STE J | SAN LUIS OBISPO | CA | 93401 | 952374185 | 501(C)(3) | $7,564 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION |
| WOODS HUMANE SOCIETY | ||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $18,574 | $0 | N/A | N/A | TO BENEFIT CATS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 114 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (120 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| CASIMIO, DEMETRIO, SID: XXX-XX-XXXX | 1 | -$500 | $0 | N/A | N/A |
| TO SUPPORT YOUR WORK AS AN LGBTQ+ ARTIST AS DESCRIBED IN YOUR APPLICATION | 1 | $2,000 | $0 | N/A | N/A |
| VARGAS, BRENDA, SID#: H20114474, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| ANDERSON, DANYELLE N., 2018 GARRIS FAMILY SCHOLARSHIP | 1 | -$6,000 | $0 | N/A | N/A |
| CHAVEZ, ESMERALDA, SID: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| GOMEZ, DANIELA 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP | 1 | -$4,000 | $0 | N/A | N/A |
| SCRUGGS, STEVEN D., ELKAN T. HART SCHOLARSHIP AWARD | 1 | -$4,000 | $0 | N/A | N/A |
| TORRRES, SAUL, SID: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| BERNAL, CESAR SID: H20094908, GRIZZLY YOUTH ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| BARRAGAN, RIGOBERTO, SID: 20422925, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| RAMOS, YENSSI 2020 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP | 1 | -$4,000 | $0 | N/A | N/A |
| HUGHES, AUDREY 2020 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | -$3,000 | $0 | N/A | N/A |
| GARDNER, SAIGE 2020 MARION C. AND MARK W. WILSON NURSING SCHOLARSHIP | 1 | -$3,000 | $0 | N/A | N/A |
| THOMPSON, AVERY C. 2020 YEAGER SCIENCE SCHOLARSHIP | 1 | -$20,000 | $0 | N/A | N/A |
| FRYER, MADELEINE P., 2020 ALAN D. STEPHENSON SCHOLARSHIP | 1 | -$5,000 | $0 | N/A | N/A |
| RAMIREZ BOYD, MARIA, SID: H20094918, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| HEARN, LORINA, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| HILTON, SOPHIE M. 2021 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP | 1 | -$2,500 | $0 | N/A | N/A |
| ATHIE, ALAN, SID #XXX-XX-XXXX, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| LUNA-VASQUEZ, CAYDEN, SID#H20129537, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| SLINGERLAND, ALEC, SID#: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| VARGAS, ALYSSA 2021 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP | 1 | -$12,000 | $0 | N/A | N/A |
| ARREOLA, MADISYN M. 2021 DOROTHY GOOD ENDOWED FUND FOR AVID | 1 | -$1,000 | $0 | N/A | N/A |
| GRACILIANO, ERIKA 2021 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP FUND | 1 | -$7,500 | $0 | N/A | N/A |
| ROWLANDS-REES, CAMILLE 2021 BURT W. POLIN AND VIRGINIA POLIN FARM BUREAU SCHOLARSHIP | 1 | -$1,500 | $0 | N/A | N/A |
| SCHINDELE, IZABELLA I 2021 ANGLEA GUARINI HOLLANDER SCHOLARSHIP | 1 | -$3,575 | $0 | N/A | N/A |
| AIELLO, CHLOE B. 2022 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| GAVIOLA, MALIA ID#XXX-XX-XXXX | 1 | -$500 | $0 | N/A | N/A |
| CUEVAS, LISSETTE ID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| ALVARADO, JOCELYN | 1 | $500 | $0 | N/A | N/A |
| PEREZ-CORBITT, ADRIAN ID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| ESPINOSA, GERNARO. 2022 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | -$1,000 | $0 | N/A | N/A |
| HASTINGS, JASMINE ID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| LORENZO DIAZ, JULIAN. 2022 DOUGLAS DE GROSS AUTOMOTIVE STUDIES | 1 | -$2,000 | $0 | N/A | N/A |
| WULFING. RAYVIN. 2022 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | -$12,000 | $0 | N/A | N/A |
| RUIZ-VALENIA, STACEY. 2022 JOHN S. RENNER MEMORIAL SCHOLARSHIP | 1 | -$1,000 | $0 | N/A | N/A |
| NICHOLDS, MOLLI. 2022 THE GARRIS FAMILY SCHOLARSHIP | 1 | -$8,000 | $0 | N/A | N/A |
| NGO, CHRISTIAN | 1 | -$1,000 | $0 | N/A | N/A |
| MILLER, LEO ID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| DOWLER, JAYDN- THOMA23 | 1 | $2,876 | $0 | N/A | N/A |
| SPE-Y, TUHOI- THOMA23 | 1 | $3,000 | $0 | N/A | N/A |
| LAWRENCE, IMKE- THOMA23 | 1 | $3,000 | $0 | N/A | N/A |
| WRIGHT, OLIVIA ID#1028139 | 1 | $10,000 | $0 | N/A | N/A |
| WRIGHT, OLIVA ID#1028139 | 1 | $2,000 | $0 | N/A | N/A |
| LODGE, ZOE ID#3038930624 | 1 | $2,000 | $0 | N/A | N/A |
| LODGE, ZOE ID#3038930624 | 1 | $1,000 | $0 | N/A | N/A |
| GARDNER, NATHAN ID#AII2V8-1 | 1 | $2,000 | $0 | N/A | N/A |
| KENNEDY, CAIDEN- WEYCHRICH 2023 | 1 | $2,000 | $0 | N/A | N/A |
| 2023 RABBI JANICE MEHRING SCHOLARSHIP RECIPIENT | 1 | $3,000 | $0 | N/A | N/A |
| MARSALEK, ELIJAH ID#76944917 | 1 | $2,000 | $0 | N/A | N/A |
| HUSS, JON (COOPER) ID#952003097 | 1 | $2,000 | $0 | N/A | N/A |
| BOERSMA, LAUREN ID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| CHAE, YEWON ID#79566391 | 1 | $2,500 | $0 | N/A | N/A |
| CHAE, YEWON ID#79566391 | 1 | $2,000 | $0 | N/A | N/A |
| SHINGLOT, HEER ID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| LLANOS, RAQUEL 2023 GRIZZLY RECIPIENT #1047930 | 1 | $1,000 | $0 | N/A | N/A |
| EVA RAMIREZ #2583017 | 1 | $1,000 | $0 | N/A | N/A |
| CHRISTOPHER MIXON #00481841 | 1 | $1,000 | $0 | N/A | N/A |
| FOGO, JUSTIN ID#2065457 | 1 | $5,000 | $0 | N/A | N/A |
| KELLER, LEXI | 1 | $1,500 | $0 | N/A | N/A |
| ARELLANO, AMANI ID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| SELCK, CHLOE #12347231 | 1 | $3,742 | $0 | N/A | N/A |
| MENDOZA RAMIREZ, GIZEL ID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| 2023 GARY PAUL PIANTANIDA SCHOLARSHIP RECIPIENT | 1 | $12,000 | $0 | N/A | N/A |
| MARTINEZ, MIRANDA ID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| KEEP, MASON ID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| TIDWELL, DEREK #XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| LOPEZ, ANNALISSE ID#A17973388 | 1 | $3,000 | $0 | N/A | N/A |
| 2023 JOHN AND BARABARA WOLCOTT MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $4,000 | $0 | N/A | N/A |
| 2023 ROTARY CLUB OF PASO ROBLES COLLIN BLACK SCHOLARSHIP RECIPIENT- VOCATIONAL | 1 | $1,000 | $0 | N/A | N/A |
| SONNIKSEN, ELLIE ID#0636185 | 1 | $5,000 | $0 | N/A | N/A |
| BARNETT, MICK ID#XXX-XX-XXXX | 1 | $23,000 | $0 | N/A | N/A |
| LOPEZ ISIDRO, ANA ID#XXX-XX-XXXX | 1 | $8,000 | $0 | N/A | N/A |
| LEON ORTIZ, AGUSTIN ID#XXX-XX-XXXX | 1 | $5,565 | $0 | N/A | N/A |
| 2023 ROTARY CLUB OF PASO ROBLES COLLIN BLACK SCHOLARSHIP RECIPIENT | 1 | $5,000 | $0 | N/A | N/A |
| LOPEZ, CLYDE ID#K0907462 | 1 | $2,000 | $0 | N/A | N/A |
| LEIVA, CARLOS #06749505 | 1 | $2,000 | $0 | N/A | N/A |
| 2023 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $4,000 | $0 | N/A | N/A |
| LEMUS, AHTZIRY ID#H20160426 | 1 | $3,000 | $0 | N/A | N/A |
| WELLS, CHLOE ID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| SANCHEZ, GABRIEL | 1 | $12,000 | $0 | N/A | N/A |
| CROTEZ, ISABELLA ID#H20159260 | 1 | $2,000 | $0 | N/A | N/A |
| 2023 DOROTHY GOOD AVID SCHOLARSHIP RECIPIENT- NIPOMO | 1 | $1,000 | $0 | N/A | N/A |
| HUNT, JOSEPH ID#A17893552 | 1 | $20,000 | $0 | N/A | N/A |
| DEMAREST, REESE ID#3039459906 | 1 | $10,000 | $0 | N/A | N/A |
| DICKEL, ASHELY ID#A044894 | 1 | $10,000 | $0 | N/A | N/A |
| HOLLEY, FAYTH IS#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| VARGAS, ALEXIS ID#XXX-XX-XXXX | 1 | $4,000 | $0 | N/A | N/A |
| 2023 GARY PAUL PIANTANIDA SCHOLARSHIP RECIPIENT | 1 | $12,000 | $0 | N/A | N/A |
| PEARSON, OWEN ID#XXX-XX-XXXX | 1 | $20,000 | $0 | N/A | N/A |
| KNIGHT, ALEXANDER ID#XXX-XX-XXXX | 1 | $20,000 | $0 | N/A | N/A |
| 2023 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $10,000 | $0 | N/A | N/A |
| FRYER, CHARLES | 1 | $2,000 | $0 | N/A | N/A |
| MURILLO CHAVEZ, JAMIE ID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| BLAU, KYRAN ID#XXX-XX-XXXX | 1 | $4,000 | $0 | N/A | N/A |
| BROOKS, ELY | 1 | $1,500 | $0 | N/A | N/A |
| RAFIAN, KIAN ID#3038921627 | 1 | $20,000 | $0 | N/A | N/A |
| PEREZ-PEDRAZA, ISRAEL ID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| OLIVO, GABRIEL #XXX-XX-XXXX | 1 | $1,500 | $0 | N/A | N/A |
| WAGONER, ALEXIS ID#8001684138 | 1 | $5,000 | $0 | N/A | N/A |
| HOCKER, GRACIE ID#03178279 | 1 | $5,000 | $0 | N/A | N/A |
| STROUD, KYLIE ID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| 2023 ROTARY CLUB OF PASO ROBLES COLLIN BLACK SCHOLARSHIP RECIPIENT | 1 | $5,000 | $0 | N/A | N/A |
| MATER, BREYDEN ID#A0W6H72 | 1 | $5,000 | $0 | N/A | N/A |
| THOMPSON, KARLEY | 1 | $1,000 | $0 | N/A | N/A |
| RODRIQUEZ, SARAH ID#10966723 | 1 | $1,500 | $0 | N/A | N/A |
| 2023 YOUTH LEGACY FUND SCHOLARSHIP RECIPIENT | 1 | $20,000 | $0 | N/A | N/A |
| CAMACHO, DAMIAN ID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| 2023 JULIAN CROCKER COMMUNITY SCHOLARSHIP RECIPIENT | 1 | $5,000 | $0 | N/A | N/A |
| CHOI, JUSTIN ID#3039084947 | 1 | $5,000 | $0 | N/A | N/A |
| HAGGMARK, JUSTIN | 1 | $3,000 | $0 | N/A | N/A |
| 2023 SPIRIT OF THE CLASS OF '49 | 1 | $500 | $0 | N/A | N/A |
| MCNABB, KYLEE ID#A17748955 | 1 | $1,000 | $0 | N/A | N/A |
| 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $1,000 | $0 | N/A | N/A |
| 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $1,500 | $0 | N/A | N/A |
| 2023 BRIAN WATERBURY MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $10,000 | $0 | N/A | N/A |
| WAGNER, KACI ID#19255139 | 1 | $1,000 | $0 | N/A | N/A |
| GROSHART, COOPER #184040 | 1 | $1,000 | $0 | N/A | N/A |
| 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $1,000 | $0 | N/A | N/A |
| 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT | 1 | $1,000 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATIONAL GRANTEES ARE EITHER REQUIRED TO SIGN A CONTRACT ASSOCIATED WITH THEIR PROPOSAL, OR AGREE THROUGH CASHING OF A GRANT CHECK THAT THEY WILL USE THE FUNDS AS DESCRIBED IN THEIR AWARD LETTER. WHEN SIGNING A CONTRACT, THE GRANTEE AGREES TO SUBMIT BOTH A NARRATIVE AND A FINANCIAL REPORT DOCUMENTING HOW GRANT FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI MCPHERSON | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $205,825 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,613 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,343 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $217,781 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $380,691 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTIVE MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS BROKERAGE ACCOUNTS TO ENABLE DONORS TO TRANSFER STOCK. THE GIFTS OF STOCK ARE THEN SOLD AND THE PROCEEDS DEPOSITED INTO THE FOUNDATION'S ACCOUNTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS FOUNDATION'S CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, AND BOARD OF DIRECTORS REVIEW TAX RETURN PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY. EACH EMPLOYEE, BOARD MEMBER, GRANT/SCHOLARSHIP REVIEWER, AND ALL COMMITTEE MEMBERS COMPLETES AND SIGNS A WRITTEN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES THE FULL BOARD PERIODICALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE CHIEF EXECUTIVE OFFICER AND ALSO REVIEWS SALARY AND AGREES ON ANY SALARY ADJUSTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE. A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, ON GUIDESTAR.ORG AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DISTRIBUTION TO THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FROM SUPPORTING ORGANIZATION 738,859. |
| FORM 990, PART XI, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: | THE OVERSIGHT PROCESS BY THE AUDIT COMMITTEE DID NOT CHANGE THIS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 DANA STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800383894 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION - CONDUCTING ACTIVITIES FOR THE BENEFIT OF CFSLOCO | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C) (3) | ExemptCodeSectionTxt |
| Public Charity Status | PUBLIC CHARITY - TYP | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $738,859 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments