COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-13
- IRS object ID
- 202301649349300325
- Schema version
- 2022v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-13T11:37:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-06-08 | 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 | 2022 | 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 | $39,000,533 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,180,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,888,992 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,902,481 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,361,711 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$202,449 | PYOtherRevenueAmt |
| CY Other Revenue | $336,382 | CYOtherRevenueAmt |
| PY Total Revenue | $16,881,000 | PYTotalRevenueAmt |
| CY Total Revenue | $8,587,085 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,555,915 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,644,572 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $754,401 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $859,800 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $202,853 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $636,816 | PYOtherExpensesAmt |
| CY Other Expenses | $720,681 | CYOtherExpensesAmt |
| PY Total Expenses | $4,947,132 | PYTotalExpensesAmt |
| CY Total Expenses | $6,225,053 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,933,868 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,362,032 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,668,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,389,017 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,921,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,346,949 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,746,671 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,042,068 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,446,075 | ExpenseAmt |
| Grant | $4,644,572 | 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 | $5,446,075 | 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 | 0 | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | HEIDI MCPHERSON | 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 (15 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 | |
| SANDY DUNN | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANITA ROBINSON | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATH TOMPKINS | |||||||
| 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 | ||
| LINDA SOMERS SMITH | |||||||
| 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) | $194,983 | $0 | $5,871 | 5.00 | |
| PATRICIA HAMMOND | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $111,969 | $0 | $3,373 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $306,952 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,244 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 | $16,382 | FundraisingAmt |
| Government Grants | $60,795 | GovernmentGrantsAmt |
| All Other Contributions | $6,811,815 | AllOtherContributionsAmt |
| Noncash Contributions | $610,346 | NoncashContributionsAmt |
| Total Contributions | $6,888,992 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,259,856 | TotalRevenueColumnAmt |
| Exclusion | $1,259,856 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,448,651 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,346,796 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,855 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,855 | TotalRevenueColumnAmt |
| Exclusion | $101,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,066 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,382 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,652 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,586 | TotalRevenueColumnAmt |
| Exclusion | -$5,586 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INCOME HELD FOR OTHERS | 900099 | $396,896 | $396,896 |
| OTHER REVENUE | 900099 | $189,871 | $189,871 |
| CHANGE IN SPLIT INTEREST | 900099 | -$244,799 | -$244,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $341,968 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,587,085 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $341,968 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,356,125 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,987,645 | TotalAmt |
| Program Services | $3,987,645 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,927 | TotalAmt |
| Program Services | $656,927 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,952 | TotalAmt |
| Program Services | $107,432 | ProgramServicesAmt |
| Management And General | $138,129 | ManagementAndGeneralAmt |
| Fundraising | $61,391 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,546 | TotalAmt |
| Program Services | $145,792 | ProgramServicesAmt |
| Management And General | $187,445 | ManagementAndGeneralAmt |
| Fundraising | $83,309 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,082 | TotalAmt |
| Program Services | $7,729 | ProgramServicesAmt |
| Management And General | $9,937 | ManagementAndGeneralAmt |
| Fundraising | $4,416 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,018 | TotalAmt |
| Program Services | $21,706 | ProgramServicesAmt |
| Management And General | $27,908 | ManagementAndGeneralAmt |
| Fundraising | $12,404 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,202 | TotalAmt |
| Program Services | $18,271 | ProgramServicesAmt |
| Management And General | $23,491 | ManagementAndGeneralAmt |
| Fundraising | $10,440 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105 | TotalAmt |
| Program Services | $359 | ProgramServicesAmt |
| Management And General | $387 | ManagementAndGeneralAmt |
| Fundraising | $359 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,500 | TotalAmt |
| Management And General | $27,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,759 | TotalAmt |
| Program Services | $294,759 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,432 | TotalAmt |
| Management And General | $52,432 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,945 | TotalAmt |
| Program Services | $10,212 | ProgramServicesAmt |
| Management And General | $10,521 | ManagementAndGeneralAmt |
| Fundraising | $10,212 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,752 | TotalAmt |
| Program Services | $6,518 | ProgramServicesAmt |
| Management And General | $6,716 | ManagementAndGeneralAmt |
| Fundraising | $6,518 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,454 | TotalAmt |
| Program Services | $19,950 | ProgramServicesAmt |
| Management And General | $20,554 | ManagementAndGeneralAmt |
| Fundraising | $19,950 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,130 | TotalAmt |
| Program Services | $6,973 | ProgramServicesAmt |
| Management And General | $7,184 | ManagementAndGeneralAmt |
| Fundraising | $6,973 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,831 | TotalAmt |
| Program Services | $604 | ProgramServicesAmt |
| Management And General | $623 | ManagementAndGeneralAmt |
| Fundraising | $604 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,882 | TotalAmt |
| Program Services | $18,441 | ProgramServicesAmt |
| Management And General | $19,000 | ManagementAndGeneralAmt |
| Fundraising | $18,441 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,453 | TotalAmt |
| Program Services | $1,635 | ProgramServicesAmt |
| Management And General | $19,884 | ManagementAndGeneralAmt |
| Fundraising | $934 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $197,383 | $197,383 | ||
| MISCELLANEOUS | $50,956 | $16,357 | $18,241 | $16,358 |
| MEMBERSHIP DUES AND SUB | $18,155 | $5,991 | $6,173 | $5,991 |
| PROGRAM EXPENSE | $14,506 | $3,301 | $11,205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$148,562 | TotalAmt |
| Program Services | -$81,910 | ProgramServicesAmt |
| Fundraising | -$66,652 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,225,053 | TotalAmt |
| Program Services | $5,446,075 | ProgramServicesAmt |
| Management And General | $576,125 | ManagementAndGeneralAmt |
| Fundraising | $202,853 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,989 | BOYAmt |
| EOY | $456,148 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,082,873 | BOYAmt |
| EOY | $7,934,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,020 | BOYAmt |
| EOY | $453,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,428 | BOYAmt |
| EOY | $11,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,122,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $634,286 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,985 | BOYAmt |
| EOY | $1,487,992 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,181,647 | BOYAmt |
| EOY | $34,813,166 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,180,880 | BOYAmt |
| EOY | $19,013,011 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,652,555 | BOYAmt |
| EOY | $2,219,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,668,377 | BOYAmt |
| EOY | $66,389,017 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,566 | BOYAmt |
| EOY | $37,390 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,259 | BOYAmt |
| EOY | $562,680 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $65,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,796 | BOYAmt |
| EOY | $2,088,149 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,085 | BOYAmt |
| EOY | $593,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,921,706 | BOYAmt |
| EOY | $3,346,949 | 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 | $13,499,239 | BOYAmt |
| EOY | $11,316,607 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,247,432 | BOYAmt |
| EOY | $51,725,461 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,746,671 | BOYAmt |
| EOY | $63,042,068 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,668,377 | BOYAmt |
| EOY | $66,389,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,362,032 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,082,429 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,794 | 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 | $2,160,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,523,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,262,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,002,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,876,097 | CurrentTaxYearAmt |
| Total | $23,824,028 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,160,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,523,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,262,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,002,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,876,097 | CurrentTaxYearAmt |
| Total | $23,824,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $23,824,028 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,391,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,708,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,232,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,409,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,259,857 | CurrentTaxYearAmt |
| Total | $7,000,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,824,579 | TotalSupportAmt |
| Public Support CY170 | 0.77290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74900 | 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 | 106 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,980,156 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,633,157 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $20,790,654 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,677,948 | BeginningYearBalanceAmt |
| Contributions | $2,302,591 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,418,686 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,940,780 | GrantsOrScholarshipsAmt |
| End Year Balance | $44,621,073 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52000 | 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 | $361,250 | DepreciationAmt |
| Book Value | $913,750 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $422,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $273,036 | DepreciationAmt |
| Book Value | $149,242 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,487,992 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPEN-ENDED MUTUAL FUNDS | $4,046,946 | F |
| CLOSE-ENDED MUTUAL FUNDS | $245,351 | F |
| FIXED INCOME | $11,097,036 | F |
| HEDGE FUNDS | $1,589,079 | F |
| CASH EQUIVALENTS | $2,034,599 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,013,011 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $11,911 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $581,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $593,730 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$3,690,891 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,082,429 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,270 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$210,817 | OtherRevenueAmt |
| Revenue Not Reported | -$12,277,976 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,587,085 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,587,085 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,020,122 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,270 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$220,201 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$204,931 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,225,053 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,225,053 | 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 4.00% 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, 2022 AND 2021, 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN'S LEGACY LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $77,448 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,382 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $61,066 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,850 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,957 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $35,145 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $77,448 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,382 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,066 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,850 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,957 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,145 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,652 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,586 | 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 (94 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) | $31,500 | $0 | N/A | N/A | IMMEDIATE NEEDS FINANCIAL ASSISTANCE, UNRESTRICTED, TO BENEFIT PROGRAMS FOR YOUTH, SUPPORT OUTREACH TO HOMELESS YOUTH |
| ACCESS SUPPORT NETWORK SLO & MONTEREY COUNTIES (FORMERLY AIDS SUPPORT NETWO | ||||||||||
| PO BOX 12158 | SAN LUIS OBISPO | CA | 93406 | 770205717 | 501(C)(3) | $20,500 | $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) | $10,000 | $0 | N/A | N/A | SENIOR DANCING |
| BOYS & GIRLS CLUB MID CENTRAL COAST | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 952468116 | 501(C)(3) | $45,970 | $0 | N/A | N/A | TO SUPPORT NORTH SLO COUNTY OPERATIONS, SMART GIRLS, UNRESTRICTED, PASSPORT TO MANHOOD |
| BOYS & GIRLS CLUB OF SOUTH SLO COUNTY | ||||||||||
| 1830 19TH STREET | OCEANO | CA | 93445 | 770390117 | 501(C)(3) | $5,700 | $0 | N/A | N/A | UNRESTRICTED, TRIPLE PLAY NINE WEEK ALL DAY SUMMER CARE CAMP PROGRAM |
| BRIDGE LACROSSE DALLAS | ||||||||||
| PO BOX 190844 | DALLAS | TX | 75219 | 161671742 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED |
| CARE4PAWS | ||||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | 270207473 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE PURCHASE OF A MOBILE VETERINARY CLINIC |
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE BLDG 15 | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $14,919 | $0 | N/A | N/A | UNRESTRICTED |
| CAL POLY UNIVERSITY DEVELOPMENT AND ALUMNI ENGAGEMENT | ||||||||||
| 1 GRAND AVENUE BUILDING 117 | SAN LUIS OBISPO | CA | 93407 | 951648180 | 501(C)(3) | $9,500 | $0 | N/A | N/A | TO SUPPORT THE CAL POLY CAT PROGRAM, TO BENEFIT THE 2022-2023 SEASON OF THE CAL POLY ARTS FOR YOUTH PROGRAM, TO SUPPORT CONSTRUCTION OF COMERFORD TENNIS PAVILION, TO SUPPORT THE JOHN G. RUSSELL SCHOLARSHIP ENDOWMENT FUND OFFERING SCHOLARSHIPS IN THE MUSIC DEPARTMENT, TO BENEFIT THE CAL POLY CAT PROGRAM, TO SUPPORT THE MUSIC DEPARTMENT'S BACH WEEK PROGRAM |
| CALIFORNIA RANGELAND TRUST | ||||||||||
| 1225 H STREET | SACRAMENTO | CA | 95814 | 311631453 | 501(C)(3) | $50,500 | $0 | N/A | N/A | SUPPORT THE SPANISH RANCH PRESERVATION PROJECT IN CUYAMA, COM ENHANCEMENT |
| CALIFORNIA RETIRED TEACHERS ASSOCIATION DIVISION 23 | ||||||||||
| 1610 10TH STREET | LOS OSOS | CA | 93402 | 953772159 | 501(C)(4) | $7,500 | $0 | N/A | N/A | TO SUPPORT SCHOLARSHIPS |
| CASA SOLANA | ||||||||||
| 383 S 13TH STREET | GROVER BEACH | CA | 93433 | 953751698 | 501(C)(3) | $9,500 | $0 | N/A | N/A | UNRESTRICTED, BACK TO WORK |
| CASACOURT APPOINTED SPECIAL ADVOCATES OF SLO COUNTY | ||||||||||
| PO BOX 1168 | SAN LUIS OBISPO | CA | 93406 | 770316227 | 501(C)(3) | $80,500 | $0 | N/A | N/A | TO SUPPORT CHILD ADVOCATE SERVICES, UNRESTRICTED |
| CENTER FOR FAMILY STRENGTHENING | ||||||||||
| 3480 SOUTH HIGUERA SUITE 100 | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $65,000 | $0 | N/A | N/A | TO SUPPORT THE PROMOTORES LATINA FINANCIAL LITERACY PROGRAM FOR FARM WORKERS AND THEIR FAMILIES, TO SUPPORT THE MARTHA'S PLACE ASSESSMENT AND TREATMENT CENTER |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||
| 199 WATER STREET FLOOR 22 | NEW YORK | NY | 10038 | 133669731 | 501(C)(3) | $15,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST AQUARIUM | ||||||||||
| PO BOX 460 | AVILA BEACH | CA | 93424 | 770479110 | 501(C)(3) | $15,500 | $0 | N/A | N/A | MADE IN MEMORY OF LOIS AND DUKE WILLIAMS |
| CITY FARM SLO | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $81,500 | $0 | N/A | N/A | TO SUPPORT 2022-2023 PERSONNEL EXPENSES AND 2022-2021 PERSONNEL EXPENSES, TO SUPPORT A GARDEN FOR ALL, CITY FARM SLO SCHOOL PROJECT YEAR 9 |
| CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION | ||||||||||
| 487 FAIR OAKS AVENUE | ARROYO GRANDE | CA | 93420 | 770560115 | 501(C)(3) | $16,005 | $0 | N/A | N/A | ANNUAL FUND DISTRIBUTION FOR GENERAL SUPPORT, |
| COLUMBIA FIRST UNITED METHODIST CHURCH | ||||||||||
| 222 WEST 7TH STREET | COLUMBIA | TN | 38401 | 611011522 | RELIGIOUS | $8,000 | $0 | N/A | N/A | UNRESTRICTED |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $27,800 | $0 | N/A | N/A | TO BENEFIT THE CAPITAL CAMPAIGN FOR THE MEDICALLY ASSISTED WITHDRAWAL TREATMENT CENTER, HEALTH AND HUMAN SERVICES, AN UNRESTRICTED GRANT IN RECOGNITION OF BIZ STEINBERG'S RECEIVING THE LYNDON B. JOHNSON LEADERSHIP AWARD FROM THE NATIONAL COMMUNITY ACTION PARTNERSHIP, TO SUPPORT THE WARMING CENTER, HOMELESS PREVENTION/STABLE HOUSING PROGRAM |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY | ||||||||||
| 676 PISMO STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $8,500 | $0 | N/A | N/A | GOLD LEVEL SPONSORSHIP OF THE LYCEUM, UNRESTRICTED |
| COMMUNITY FOUNDATION OF ESTERO BAY (FORMERLY MORRO BAY COMMUNITY FOUNDATION | ||||||||||
| PO BOX 131 | MORRO BAY | CA | 93443 | 770336404 | 501(C)(3) | $7,500 | $0 | N/A | N/A | TO PROVIDE FUNDS TO PAY FOR STUDENTS OF LOS OSOS WHO ARE OTHERWISE UNABLE TO AFFORD THE COSTS, TO PLAY SPORTS AND PARTICIPATE IN OTHER ENHANCEMENT PROGRAMS IN THE ARTS, AND PROGRAMS SUCH AS 4-H. M/KH S/JQ TO DONATE $2500 TO THE COMMUNITY FOUNDATION OF ESTERO BAY |
| CONCORDIA THEOLOGICAL SEMINARY | ||||||||||
| 6600 N CLINTON ST | FORT WAYNE | IN | 46825 | 370673478 | 501(C)(3) | $12,750 | $0 | N/A | N/A | BENEFIT THE HANS LYCKE STIPENDIUM AT 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) | $15,105 | $0 | N/A | N/A | SUPPORT OF THE NURSING PROGRAM SCHOLARSHIPS, TO BENEFIT THE CENTRAL COAST GILBERT & SULLIVAN COMPANY, TO SUPPORT THE EOPS PROGRAM |
| ECOLOGISTICS | ||||||||||
| 633 RAMONA AVE 103 | LOS OSOS | CA | 93402 | 272116150 | 501(C)(3) | $17,410 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K, FISCAL SPONSORSHIP FOR SLO CLIMATE COALITION, FISCAL SPONSORSHIP MULTI-MEDIA SUPPORT |
| EL CAMINO HOMELESS ORGANIZATION | ||||||||||
| 6370 ATASCADERO AVENUE | ATASCADERO | CA | 93422 | 770545434 | 501(C)(3) | $12,000 | $0 | N/A | N/A | ECHO CLIENT ASSISTANCE PROGRAM, UNRESTRICTED |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $10,500 | $0 | N/A | N/A | HOMELESS AND AT-RISK ASSISTANCE, UNRESTRICTED |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | 951703095 | RELIGIOUS | $54,000 | $0 | N/A | N/A | UNRESTRICTED |
| FIVE CITIES FIRE AUTHORITY | ||||||||||
| 140 TRAFFIC WAY | ARROYO GRANDE | CA | 93420 | 272861099 | GOVERNMENT | $5,542 | $0 | N/A | N/A | TO SUPPORT THE PURCHASE OF A MANIKIN ALS TRAINER |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $91,765 | $0 | N/A | N/A | UNRESTRICTED, GENERAL SUPPORT OF YOUR ORGANIZATION, CHILDREN'S BREAKFAST BAGS |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $8,600 | $0 | N/A | N/A | UNRESTRICTED, ARTS |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $23,000 | $0 | N/A | N/A | TO SUPPORT THE HEARST CANCER RESOURCE CENTER, MADE IN APPRECIATION FOR THE CARE GIVEN TO LOIS MAY WILLIAMS DURING HER FINAL DAYS |
| FRIENDS OF 40PRADO | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $7,600 | $0 | N/A | N/A | HEALTH AND HUMAN SERVICES, UNRESTRICTED, UNRESTRICTED |
| FRIENDS OF CAMP NATOMA INC | ||||||||||
| PO BOX 3012 | SAN LUIS OBISPO | CA | 93403 | 455529053 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED, CAMP NATOMA |
| FRONT PORCH SLO | ||||||||||
| 1468 E FOOTHILL BLVD | SAN LUIS OBISPO | CA | 93405 | 236393377 | RELIGIOUS | $7,000 | $0 | N/A | N/A | UNRESTRICTED |
| GRIZZLY YOUTH ACADEMY FOUNDATION | ||||||||||
| 721 MENDOCINO AVE | SAN LUIS OBISPO | CA | 93405 | 364865950 | 501(C)(3) | $9,050 | $0 | N/A | N/A | UNRESTRICTED |
| GROVER BEACH COMMUNITY LIBRARY | ||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $8,038 | $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) | $32,000 | $0 | N/A | N/A | FOR THE LIGHT UP A LIFE GOLD LEVEL SPONSORSHIP, UNRESTRICTED |
| INTERNATIONAL MEDICAL CORPS | ||||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | 953949646 | 501(C)(3) | $19,452 | $0 | N/A | N/A | TO SUPPORT UKRAINE RELIEF EFFORTS |
| JACK'S HELPING HAND | ||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $34,250 | $0 | N/A | N/A | LITTLE SWIMMERS AND WATER WARRIORS, UNRESTRICTED |
| JAMES W BRABECK YOUTH LEGACY FUND FOUNDATION | ||||||||||
| 1241 JOHNSON AVE 164 | SAN LUIS OBISPO | CA | 93401 | 872570873 | 501(C)(3) | $195,775 | $0 | N/A | N/A | TO SUPPORT BUYERS COALITION PURCHASES AT THE 2022 CALIFORNIA MID STATE FAIR AND SANTA BARBARA COUNTY FAIR |
| KCBX RADIO CENTRAL COAST PUBLIC RADIO | ||||||||||
| 4100 VACHELL LANE | SAN LUIS OBISPO | CA | 934018147 | 237292203 | 501(C)(3) | $28,800 | $0 | N/A | N/A | QTPOC REPORTING SERIES, UNRESTRICTED |
| LEADERSHIP SLO FOUNDATION INC | ||||||||||
| 895 MONTEREY STREET | SAN LUIS OBISPO | CA | 93401 | 770417076 | 501(C)(3) | $8,209 | $0 | N/A | N/A | UNRESTRICTED |
| LOS OSOS CARES INC | ||||||||||
| PO BOX 6602 | LOS OSOS | CA | 93412 | 823047951 | 501(C)(3) | $9,000 | $0 | N/A | N/A | WOMENADE ESTERO BAY, A PROGRAM OF LOS OSOS CARES, UNRESTRICTED |
| LUCIA MAR UNIFIED SCHOOL DISTRICT | ||||||||||
| 602 ORCHARD STREET | ARROYO GRANDE | CA | 93420 | 710929358 | GOVERNMENT | $51,783 | $0 | N/A | N/A | $17,913 TO ARROYO GRANDE HIGH SCHOOL SPRING COLLEGE FIELD TRIPS. $8,722 FOR NIPOMO HIGH SCHOOL SPRING COLLEGE FIELD TRIPS., $16,072 TO ARROYO GRANDE HIGH SCHOOL FOR SPRING COLLEGE FIELD TRIPS AND $9,076 TO NIPOMO HIGH SCHOOL FOR SPRING COLLEGE FIELD TRIPS |
| LUMINA ALLIANCE | ||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $53,500 | $0 | N/A | N/A | OUTREACH TO LGBTQ+ SURVIVORS OF SEXUAL ASSAULT AND INTIMATE PARTNER VIOLENCE SURVIVORS, TO SUPPORT CHILD CARE SERVICES, TRANSITIONAL ASSISTANCE FOR SEXUAL ASSAULT AND INTIMATE PARTNER VIOLENCE SURVIVORS, UNRESTRICTED |
| MCCLATCHY JOURNALISM INSTITUTE DBA JOURNALISM FUNDING PARTNERS | ||||||||||
| 1731 HOWE AVENUE 242 | SACRAMENTO | CA | 95825 | 842968843 | 501(C)(3) | $10,000 | $0 | N/A | N/A | ARTS |
| MISSION COLLEGE PREPARATORY HIGH SCHOOL | ||||||||||
| 682 PALM STREET | SAN LUIS OBISPO | CA | 93401 | 237067299 | 501(C)(3) | $15,000 | $0 | N/A | N/A | UNRESTRICTED |
| MONTEREY RIDGE EDUCATIONAL FOUNDATION | ||||||||||
| 17117 4S RANCH PARKWAY | SAN DIEGO | CA | 921278853 | 711015423 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE FIRST GRANT CLASSROOMS |
| MONTESSORI WORLD EDUCATIONAL INSTITUTE | ||||||||||
| 1735 CHESTER LANE | CAMBRIA | CA | 93428 | 953440090 | 501(C)(3) | $15,016 | $0 | N/A | N/A | GRANT REMAINING FUND BALANCE AND CLOSE THE FUND |
| 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) | $12,500 | $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 | GENERAL OFFERING |
| NEIGHBOR CHURCH | ||||||||||
| 115 LA ENTRADA AVENUE | SAN LUIS OBISPO | CA | 93405 | 872649982 | 501(C)(3) | $500,000 | $0 | N/A | N/A | COM ENHANCEMENT |
| NORTH SAN LUIS OBISPO COMMUNITY CONCERT ASSOCIATION | ||||||||||
| 1538 VIA ARROYO | PASO ROBLES | CA | 93446 | 770010129 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT CONCERT PROGRAMS IN MEMORY OF LOIS AND DUKE WILLIAMS |
| ONE COOL EARTH | ||||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | 341939404 | 501(C)(3) | $25,000 | $0 | N/A | N/A | EARTH GENIUS - GROWING HAPPY, HEALTHY, SMART YOUTH |
| OPERA SAN LUIS OBISPO | ||||||||||
| PO BOX 14760 | SAN LUIS OBISPO | CA | 93406 | 770086873 | 501(C)(3) | $24,322 | $0 | N/A | N/A | ARTS, OPERA SLO STUDENT OUTREACH PROGRAM, UNRESTRICTED |
| PACIFIC WILDLIFE CARE | ||||||||||
| PO BOX 1134 | MORRO BAY | CA | 93443 | 770196350 | 501(C)(3) | $274,694 | $0 | N/A | N/A | TO SUPPORT CURRENT CAPITAL CAMPAIGN TO BUILD A NEW FACILITY, TO SUPPORT SLO COUNTY PROGRAMS, $2,000 IS TO SUPPORT EDUCATION AND OUTREACH AND THE REMAINING $8,000 IS UNRESTRICTED |
| PASO ROBLES PIONEER DAY COMMITTEE | ||||||||||
| PO BOX 262 | PASO ROBLES | CA | 93447 | 956097022 | 501(C)(3) | $150,000 | $0 | N/A | N/A | TO SUPPORT CONSTRUCTION OF A NEW TRACTOR AND WAGON BARN AT THE PASO ROBLES PIONEER MUSEUM, TO SUPPORT THE ONGOING MAINTENANCE FOR AND IMPROVEMENTS TO THE JEANESVILLE STEAM OIL PUMP AT THE PASO ROBLES PIONEER MUSEUM |
| PATHPOINT | ||||||||||
| 11491 LOS OSOS VALLEY RD | SAN LUIS OBISPO | CA | 93405 | 952371668 | 501(C)(3) | $12,000 | $0 | N/A | N/A | UNRESTRICTED |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 1060 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $34,000 | $0 | N/A | N/A | TO SUPPORT THE CAMINO SCHOLARS PROGRAM FOR FARM WORKERS AND THEIR FAMILIES |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | ||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | 952319356 | 501(C)(3) | $27,000 | $0 | N/A | N/A | TO SUPPORT SLO COUNTY PROGRAMS, TO ASSIST THOSE WHO CANNOT AFFORD VITAL REPRODUCTIVE CARE AT THE SAN LUIS OBISPO CENTER, GENDER AFFIRMING CARE (GAC) |
| PLEASANT VALLEY ESTRELLA CEMETERY DISTRICT | ||||||||||
| PO BOX 148 | SAN MIGUEL | CA | 93451 | 813557178 | 501(C)(3) | $24,750 | $0 | N/A | N/A | TO BENEFIT THE PARKING LOT AND ENTRANCE PROJECT AT THE ESTRELLA ADOBE CHURCH |
| POWAY UNIFIED SCHOOL DISTRICT FOUNDATION | ||||||||||
| 13626 TWIN PEAKS ROAD | POWAY | CA | 92064 | 542098945 | 501(C)(3) | $6,000 | $0 | N/A | N/A | WEIGHT PROGRAM AT ABRAXAS HIGH SCHOOL, TO SUPPORT THE CULINARY PROGRAM |
| RESTORATIVE PARTNERS | ||||||||||
| 3196 S HIGUERA STREET SUITE D | SAN LUIS OBISPO | CA | 93401 | 474825349 | 501(C)(3) | $7,500 | $0 | N/A | N/A | RESTORATIVE PARTNERS OPPORTUNITY FUND, UNRESTRICTED |
| SAN LUIS OBISPO BOTANICAL GARDEN | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $29,783 | $0 | N/A | N/A | SENIOR DANCES A THE SLO BOTANICAL GARDEN, COM ENHANCEMENT |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $26,000 | $0 | N/A | N/A | UNRESTRICTED |
| SAN LUIS OBISPO CHILDREN'S MUSEUM | ||||||||||
| 1010 NIPOMO ST | SAN LUIS OBISPO | CA | 93401 | 770261830 | 501(C)(3) | $34,837 | $0 | N/A | N/A | ADVENTURE PLAYSCAPE ELEMENTS |
| SAN LUIS OBISPO COUNTY SHERIFF'S OFFICE | ||||||||||
| 1585 KANSAS AVE | SAN LUIS OBISPO | CA | 93405 | 953112965 | 501(C)(3) | $15,402 | $0 | N/A | N/A | FOR PARAMEDIC TRAINING AT THE INTERNATIONAL SCHOOL OF TACTICAL MEDICINE |
| SAN LUIS OBISPO COUNTY YMCA | ||||||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952147727 | 501(C)(3) | $8,500 | $0 | N/A | N/A | YOUTH BASKETBALL LEAGUES, UNRESTRICTED |
| SAN LUIS OBISPO MUSEUM OF ART | ||||||||||
| PO BOX 813 | SAN LUIS OBISPO | CA | 93406 | 956134270 | 501(C)(3) | $542,903 | $0 | N/A | N/A | FOR OPERATING SUPPORT, ARTS, SECOND SATURDAYS ART ACTIVITY KITS FOR KIDS |
| SAN LUIS OBISPO REPERTORY THEATRE | ||||||||||
| PO BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $209,000 | $0 | N/A | N/A | TO BE USED FOR GREATEST NEEDS, ACADEMY OF CREATIVE THEATRE SCHOLARSHIPS |
| SAN LUIS OBISPO SYMPHONY | ||||||||||
| 75 HIGUERA ST SUITE 160 | SAN LUIS OBISPO | CA | 93401 | 952493144 | 501(C)(3) | $9,105 | $0 | N/A | N/A | ARTS, GENERAL SUPPORT OF YOUR ORGANIZATION |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | ||||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | 953802238 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SIMULATION TRAINING CENTER |
| SAVE THE CHILDRENRADDA BARNEN | ||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | 060726487 | 501(C)(3) | $33,000 | $0 | N/A | N/A | TO BENEFIT CHILD REFUGEES IN SWEDEN |
| SECOND CHANCE AT LOVE HUMANE SOCIETY | ||||||||||
| PO BOX 396 | TEMPLETON | CA | 93465 | 911816211 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE SHELTER'S ABILITY TO SUPPORT THE UPTICK IN SURRENDERED DOGS SINCE COVID-19 HAS STARTED TO SUNSET. FUNDS CAN BE USED TO SUPPORT EXPANDED INFRASTRUCTURE, VETERINARY COSTS, FOOD |
| SENIOR NUTRITION PROGRAM DBA MEALS THAT CONNECT | ||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $35,000 | $0 | N/A | N/A | UNRESTRICTED |
| SENIOR VOLUNTEER SERVICES | ||||||||||
| 270 SCOTT STREET | PASO ROBLES | CA | 93446 | 770433542 | 501(C)(3) | $17,500 | $0 | N/A | N/A | UNRESTRICTED |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | GOVERNMENT | $40,000 | $0 | N/A | N/A | RAISING A READER | |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE 203 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $45,400 | $0 | N/A | N/A | TO SUPPORT SERVICES BENEFITING FARM WORKERS AND THEIR FAMILIES, HEALTH AND HUMAN SERVICES, |
| SLO WIND ORCHESTRA INC | ||||||||||
| PO BOX 471 | ARROYO GRANDE | CA | 93421 | 770532887 | 501(C)(3) | $19,000 | $0 | N/A | N/A | UNRESTRICTED, 2022 CHILDREN'S CONCERT |
| SLO4HOME | ||||||||||
| PO BOX 1446 | SAN LUIS OBISPO | CA | 93406 | 874021839 | 501(C)(3) | $11,000 | $0 | N/A | N/A | TO SUPPORT HOUSING AN AFGHAN REFUGEE FAMILY IN SAN LUIS OBISPO COUNTY, UNRESTRICTED |
| SLOW MONEY SAN LUIS OBISPO | ||||||||||
| 1288 11TH STREET | LOS OSOS | CA | 93402 | 822069002 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED |
| SOUTH COUNTY CHAMBER OF COMMERCE | ||||||||||
| 800 WEST BRANCH STREET | ARROYO GRANDE | CA | 93420 | 952289035 | 501(C)(3) | $5,810 | $0 | N/A | N/A | SMALL BIZ GRANTS PROGRAM |
| ST LUKE UNITED METHODIST CHURCH | ||||||||||
| PO BOX 1796 | COLUMBIA | TN | 38402 | 620964715 | RELIGIOUS | $8,000 | $0 | N/A | N/A | TO SUPPORT GENERAL BUDGET ONLY |
| STUDIOS ON THE PARK | ||||||||||
| PO BOX 3000 | PASO ROBLES | CA | 93447 | 261759872 | 501(C)(3) | $66,000 | $0 | N/A | N/A | TO SUPPORT ARTS EDUCATION PROGRAMS FOR SAN LUIS OBISPO COUNTY SCHOOLS |
| SURFRIDER FOUNDATION SAN LUIS BAY CHAPTER | ||||||||||
| 1198 LEXINGTON COURT | SAN LUIS OBISPO | CA | 93401 | 953941826 | 501(C)(3) | $15,000 | $0 | N/A | N/A | UNRESTRICTED |
| THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $29,000 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION, LEARNING AMONG THE OAKS |
| TOLOSA CHILDREN'S DENTAL CLINIC | ||||||||||
| 717 WALNUT DRIVE | PASO ROBLES | CA | 93446 | 770346861 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $88,500 | $0 | N/A | N/A | SUPPORT GROWING GROUNDS PROGRAM, TO SUPPORT THE PALM STREET PROJECT, TO SUPPORT THE PALM STREET PROJECT, ONGOING COSTS TO SUPPORT YOUTH SERVICES, |
| UNITED CHURCH OF CHRIST OF SAN LUIS OBISPO | ||||||||||
| 11245 LOS OSOS VALLEY RD | SAN LUIS OBISPO | CA | 93405 | 953805495 | 501(C)(3) | $7,000 | $0 | N/A | N/A | WITH $1,000 TO SERVE AS AN UNRESTRICTED CONTRIBUTION AND $5,000.00 TO BENEFIT THE CAPITAL CAMPAIGN |
| WILSHIRE HEALTH & COMMUNITY SERVICES INC | ||||||||||
| 285 SOUTH STREET STE J | SAN LUIS OBISPO | CA | 93401 | 952374185 | 501(C)(3) | $8,061 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION, THE SENIOR PEER COUNSELING PROGRAM |
| WOODS HUMANE SOCIETY | ||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $21,105 | $0 | N/A | N/A | COM ENHANCEMENT, TO SUPPORT SERVICES AT THE NORTH COUNTY CAMPUS, TO BENEFIT CATS, THE 2022 SAVE TWICE THE LIVES MATCHING CHALLENGE CAMPAIGN |
| WORLD CENTRAL KITCHEN | ||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | 273521132 | 501(C)(3) | $22,000 | $0 | N/A | N/A | UNRESTRICTED GRANT MADE IN HONOR OF MY GREAT GRANDPARENTS, JOSEPH & JANOTA NOVY, TO BENEFIT UKRAINIAN REFUGEES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 118 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (96 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| TO SUPPORT OPPORTUNITIES FOR YOUNG MEN AND WOMEN TO ENGAGE IN OFFSHORE SAILING/RACING VIA THE EDWARD DU MOULIN AWARD | 1 | $15,000 | $0 | N/A | N/A |
| 2022 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP RECIPIENT | 1 | $2,500 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, AMBER CUMMINGS | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, ANGEL FLORES RODRIGUEZ | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, CAMERON LECLAIR | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, CASEY JONES | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, CLAIRE HASLETT | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, COLIN GUAN | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, ESMERALDA MENDOZA | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, HELIA BUSHONG | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, JANNAH AL DEFAAEI | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, KILLIAN FEGLEY | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, LISSETTE CUEVAS | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, LOUIS DIMODICA | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, MALIA GAVIOLA | 1 | $4,000 | $0 | N/A | N/A |
| 2022 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP RECIPIENT, SADIE RICHERT | 1 | $4,000 | $0 | N/A | N/A |
| AIELLO, CHLOE B. 2022 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ALVARADO, JOCELYN. 2022 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| ANDERSON, FINN. 2021 DENNIS T. COLLINS/THOMAS D. SALISBURY TROOP 60 EAGLE SCOUT MEMORIAL SCHOLARSHIP | 1 | $3,500 | $0 | N/A | N/A |
| BOYD, ZOE A. 2022 STEPHEN DONNELLAN MOSS SCHOLARSHIP IN JOURNALISM | 1 | $1,500 | $0 | N/A | N/A |
| BRENNAN, SHANE. 2022 BURT W. AND VIRGINIA POLIN FARM BUREAU | 1 | $1,500 | $0 | N/A | N/A |
| BURDICK, ALEXA. 2022 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| BURDICK, WALKER. 2022 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| CALLAHAN, LAINEY. 2022 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| CAPRAU, RODICA. 2022 LAUREN TIPTON SLAUGHTER SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| CASH, ARYANA. 2022 GRIZZLY | 1 | $500 | $0 | N/A | N/A |
| CASKEY, BRADY. 2022 STEPHEN DONNELLAN MOSS SCHOLARSHIP IN JOURNALISM | 1 | $1,500 | $0 | N/A | N/A |
| CLEVELAND, LILA. 2022 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| CONOVER, COLE 2022 GRIZZLY YOUTH ACADEMY SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| CUEVAS, LISSETTE. 2022 DOROTHY GOOD TRUST FOR AVID SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| CURRENT ROUND OF TEACHER GRANT AWARDS | 1 | $19,627 | $0 | N/A | N/A |
| DOMINGS, CODY. 2022 YOUTH LEGACY SCHOLARSHIP | 1 | $20,000 | $0 | N/A | N/A |
| DORSEY, TIANA M., 2019 SCHOLARSHIP AND MENTOR SCHOLARSHIP | 0 | -$750 | $0 | N/A | N/A |
| ELLSWORTH, BERLYN. 2022 LEE JEBERJAHN MEMORIAL GOLF SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| ENGSTROM, COLE J. 2022 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| ESPINOSA, GERNARO. 2022 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ESTES, ASHLYN. 2022 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| FLORES RODRIGUEZ, ANGEL. 2022 HELEN AND RONALD DUNIN LEGACY SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| GARCIA MARTINEZ, ASHLEY. 2022 GRIZZLY | 1 | $500 | $0 | N/A | N/A |
| GAUTAM, NAIK. 2022 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| GOEHRING, INDIGO. 2022 DON FLOYD MEMORIAL SCHOLARSHIP FUND | 1 | $1,500 | $0 | N/A | N/A |
| GOMEZ, ZAIRA. 2022 ALAN D. STEPHENSON SCHOLARSHIP FOR LGBTQ | 1 | $10,000 | $0 | N/A | N/A |
| GONZALEZ, JESUS 2021 DOROTHY ROSS MEMORIAL FUND | 1 | -$1,000 | $0 | N/A | N/A |
| GORDON, SKYLAR 2018 ALAN D. STEPHENSON SCHOLARSHIP | 1 | -$2,500 | $0 | N/A | N/A |
| GRAY, NICHOLAS. 2022 ALFRED I., CATHERINE J., AND ELEANOR G. SWITZER SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| GUAN, COLIN. 2022 KELLY A. MCADAMS SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| HARRIS, JONATHAN. 2022 DON FLOYD MEMORIAL SCHOLARSHIP FUND | 1 | $1,500 | $0 | N/A | N/A |
| HASLETT, CLAIRE. 2022 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| HASTINGS, JASMINE. 2022 DOROTHY ROSS MEMORIAL FUND | 1 | $2,000 | $0 | N/A | N/A |
| HEALTH AND HUMAN SERVICES | 1 | $5,000 | $0 | N/A | N/A |
| HERNANDEZ PACHECO, MELANY 2021 GRIZZLY YOUTH ACADEMY FUND | 1 | -$500 | $0 | N/A | N/A |
| HOLLAND, LUKE. 2022 BRIAN WATERBURY MEMORIAL SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| HUEBLER, MARS - GERMAN SCHOLARSHIP | 1 | $3,250 | $0 | N/A | N/A |
| HUGHES, AVA. 2022 GARY GROSSMAN SCHOLARSHIP ? FOR LGBTQ | 1 | $3,000 | $0 | N/A | N/A |
| KRILL, JACK. IAN PURDON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| KRUPA, JACQUELINE. 2022 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| LECLAIR, CAMERON. 2022 BURT W. AND VIRGINIA POLIN "ELKS" | 1 | $2,000 | $0 | N/A | N/A |
| LIU, MARIAN. 2022 DON FLOYD MEMORIAL SCHOLARSHIP FUND | 1 | $1,500 | $0 | N/A | N/A |
| LOBERSTEIN, RACHEL 2021 LAUREN TIPTON SLAUGHTER SCHOLARSHIP FUND | 1 | $1,000 | $0 | N/A | N/A |
| LOPEZ CARPIO, KEVIN. 2022 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| LOPEZ, IVAN. GRIZZLY 2022 | 1 | $1,000 | $0 | N/A | N/A |
| LORENZO DIAZ, JULIAN. 2022 DOUGLAS DE GROSS AUTOMOTIVE STUDIES | 1 | $2,000 | $0 | N/A | N/A |
| MEJIA PILLE, DANIELA. 2022 HELEN AND RONALD DUNIN LEGACY SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| NAIK, SHUBHANKAR. 2022 BERNHARD H. SINGSEN SCHOLARSHIP | 1 | $4,000 | $0 | N/A | N/A |
| NERI, EMILY. 2022 RIGGS FAMILY SCHOLARSHIP | 1 | $6,000 | $0 | N/A | N/A |
| NGO, CHRISTIAN | 1 | $1,000 | $0 | N/A | N/A |
| NICHOLDS, MOLLI. 2022 THE GARRIS FAMILY SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| ORTEGA, DIEGO. 2022 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP | 1 | $4,000 | $0 | N/A | N/A |
| PALOMINO PLAZOLA, LESLY. 2022 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP | 1 | $4,000 | $0 | N/A | N/A |
| PENA RAMIREZ, EMILIANO. 2022 YEAGER SCIENCE SCHOLARSHIP FUND | 1 | $23,000 | $0 | N/A | N/A |
| PEREZ, MARIANA. 2022 MAUREEN ?MO? CLANCY MEMORIAL SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| PEREZ-CORBITT, ADRIAN. 2022 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| PRITCHETT, CONSTANTINA. 2022 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| RAVATT, GARRETT S. 2022 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| REYNOSO SANDOVAL, SOFIA. 2022 VINEYARD AND FARM WORKER?S SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| RIGOBERTO, BRAMBILA RAMIREZ 2022 GRIZZLY RECIPIENT | 1 | $1,000 | $0 | N/A | N/A |
| RUELA LOMELI, DANIELA. 2022 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP | 1 | $4,000 | $0 | N/A | N/A |
| RUIZ, MARIA. 2022 DOROTHY GOOD TRUST FOR AVID SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| RUIZ-VALENIA, STACEY. 2022 JOHN S. RENNER MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| SILVA, DAYANA. 2022 MARION C. AND MARK W. WILSON NURSING SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| SOTO-ACUNA, EFREN 2021 DOROTHY ROSS MEMORIAL FUND | 1 | -$1,000 | $0 | N/A | N/A |
| ST. MARTIN, CAROLINE. 2022 SANDRA FERRIS SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| TO BENEFIT THE LAS PILETAS RANCH PROJECT TO ESTABLISH A CONSERVATION/WILDLIFE CORRIDOR IN EASTERN SLO COUNTY | 1 | $250,000 | $0 | N/A | N/A |
| TO BENEFIT THE TRINITY ALPS CHAMBER MUSIC FESTIVAL | 1 | $500 | $0 | N/A | N/A |
| TO SUPPORT OPPORTUNITIES FOR YOUNG MEN AND WOMEN TO ENGAGE IN OFFSHORE SAILING/RACING VIA THE EDWARD DU MOULIN AWARD | 1 | $15,000 | $0 | N/A | N/A |
| TO SUPPORT THE PURCHASE OF PIANOS FOR USE AT THE DISTRICT'S HIGH SCHOOLS | 1 | $5,000 | $0 | N/A | N/A |
| TSAU, JACK. 2022 LEE JEBERJAHN MEMORIAL GOLF SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| UNRESTRICTED | 2 | $5,300 | $0 | N/A | N/A |
| UNRESTRICTED - MADE IN HONOR OF WILLIAMS AND JACQUELINE BURNETTE | 1 | $500 | $0 | N/A | N/A |
| URIBE, ASUSENA. 2022 SAN LUIS OBISPO COUNTY BAR ASSOCIATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| VIRNIG, ERIN. 2022 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| WARNKE, MICHAELA. 2021 KIWANIS CLUB SAN LUIS OBISPO SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| WESTWOOD, LEWIS. 2022 BRIAN WATERBURY MEMORIAL SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| WINSTEAD LEROY, KAI. 2022 JOHN AND YVONNE HSU EDMISTEN IN HONOR OF ALLAN VOIGT M.D. SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| WULFING. RAYVIN. 2022 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| ZHENG, KAREN 2021 (FALL) DON FLOYD MEMORIAL SCHOLARSHIP | 1 | -$1,500 | $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 | $190,134 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $4,849 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,871 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $200,854 | 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 | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $610,346 | 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 DIRECTOR OF FINANCE & ADMINISTRATION, 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 15,794. |
| 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 | $15,794 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments