2023-09-19T15:19:31-05:00 2022-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2022-01-01 264703396 HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE HARO 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 HOWARD CARROLL TRUSTEE 8055410178 2023-09-15 1 HOWARD CARROLL 999009999 0 JAYME PHILLIPS P00145584 8055412500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7919411 X X 41 41 202517 202517 62747 62747 57644 317815 4650119 317815 583120 583120 77800 31120 46680 2910 2910 0 95652 76522 19130 32375 32375 0 18002 16655 1347 226739 159582 67157 2369234 2369234 2595973 159582 2436391 -2012853 423538 387742 131450 131450 780000 780000 780000 780000 8940653 7184092 7007961 10108395 8095542 7919411 0 0 X 0 0 0 0 10108395 8095542 10108395 8095542 10108395 8095542 10108395 -2012853 0 8095542 0 8095542 PUBLICLY TRADED SECURITIES 2022-07-15 2022-08-05 871363 954720 -83357 -83357 PUBLICLY TRADED SECURITIES 2020-06-15 2022-08-05 3766258 3377584 388674 388674 CAPITAL GAINS DIVIDENDS P 12498 12498 12498 317815 5887 0 5887 0 5887 14560 0 0 0 14560 X 0 8673 8673 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.MIOSSICHARITABLETRUST.ORG HOWARD CARROLL 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOWARD CAROLL PO BOX 1025 SAN LUIS OBISPO CA 93406 TRUSTEE 20.00 77800 0 0 NONE 0 NONE 0 0 8705451 0 780000 9485451 0 0 9485451 142282 9343169 467158 467158 5887 5887 461271 0 461271 0 461271 2436391 0 2436391 461271 0 0 2619972 1879889 1066782 382027 5948670 2436391 0 0 0 461271 1975120 0 0 7923790 0 0 0 0 0 0 0 7923790 2619972 1879889 1066782 382027 1975120 HOWARD CARROLL TRUSTEE PO BOX 1025 SAN LUIS OBISPO CA 934061025 8055410178 APPLICATION PACKAGE, AS DETAILED ON THE ON-LINE WEBSITE, INCLUDING THE GRANT APPLICATION, ORGANIZATION SUMMARY, DESCRIPTION OF SPECIFIC REQUEST, MONITORING & EVALUATION INFORMATION, ORGANIZATIONAL BUDGET, PROJECT BUDGET, OTHER FUNDING SOURCES, BOARD MEMBER LIST, TAX STATUS LETTER, COPY OF FINANCIAL STATEMENTS. FROM JANUARY 1 THROUGH MAY 30 EACH YEAR THE FOUNDATION PROVIDES GRANTS ONLY TO CALIFORNIA BASED CHARITABLE ORGANIZATIONS FOR PROJECTS BENEFITING SAN LUIS OBISPO COUNTY RESIDENTS. THE FOUNDATION PRIORITY ARE PROJECTS FOCUSED IN SIX KEY AREAS OF SUPPORT FOR SAN LUIS OBISPO COUNTY RESIDENTS, INCLUDING ANIMAL RELATED (PROTECTION OF ANIMALS AND ANIMAL RIGHTS), EDUCATION (PROGRAMMING FOR ALL AGES, WITH PARTICULAR FOCUS ON COLLEGE READINESS), ENVIRONMENTAL PROTECTION (INCLUDING OPEN SPACE, GREEN TECHNOLOGY, SUSTAINABLE AGRICULTURE), CATHOLIC CHURCH (SUPPORT PROGRAMS AND IMPROVEMENTS FOR STAFF & PARISHIONERS, AS WELL AS CAPITAL IMPROVEMENTS), FINE ARTS (PUBLIC ART PROJECTS), AND YOUTH DEVELOPMENT (EXPOSURE TO DIFFERENT IDEAS AND OPINIONS, PROVIDING ACCESS TO OPPORTUNITIES YOUTH WOULD NOT OTHERWISE HAVE AVAILABLE). CASA 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM. 50000 CENTRAL COAST FUNDS FOR CHILDREN PO BOX 1046 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SUPPORT BASIC NEEDS FOR CHILDREN 0-18. 10000 CENTRAL COAST SALMON ENHANCEMENT 229 STANLEY AVE ARROYO GRANDE CA 93420 PUBLIC CHARITY TROUT IN CLASSROOM SLOUSD 687205 COMMUNITY COUNSELING CENTER OF SLO 676 PISMO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY THERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING. 22500 ECOLOGISTICS INC 633 RAMONA AVE SPACE 103 LOS OSOS CA 93402 PUBLIC CHARITY EVERYBODY READS 10000 ONE COOL EARTH PO BOX 150 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY EARTH GENIUS PROGRAM AT C.L. SMITH ELEMENTARY SCHOOL 26000 SLO COUNTY AGRICULTURE EDUCATION COMMITTEE 651 TANK FARM ROAD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY EDNOWMENT AGVENTURE NORTH & SOUTH. 250000 SLO MUSEUM OF ART 1010 BROAD ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PHASE II OF REPAIRS 105000 THE BAY FOUNDATION OF MORRO BAY 601 EMBARCADERO STE 11 MORRO BAY CA 93442 PUBLIC CHARITY BIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHED 36241 CARE 4 PAWS PO BOX 60524 SANTA BARBARA CA 93160 PUBLIC CHARITY MOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO. 10000 CITY OF SAN LUIS OBISPO 990 PALM STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY BIOASSESSMENT OF SLO CREEK & STENNER CREEK. 8750 FRENCH MEDICAL CENTER FOUNDATION 1911 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 PUBLIC CHARITY DOG THERAPY. 14538 HOSPICE OF SAN LUIS OBISPO 1304 PACIFIC STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PET PEACE OF MIND PROGRAM. 4000 LOS PADRES COUNCIL BOY SCOUTS OF AMERICA 4000 MODOC ROAD SANTA BARBARA CA 93110 PUBLIC CHARITY INCLUSIVE PROGRAM PROMOTING EQUITABLE LEARNING AND DEVELOPMENT. 5000 SAN LUIS COASTAL EDUCATION FOUNDATION 1500 LIZZIE STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY STUDY INNOVATION LAB FOR MIDDLE SCHOOLS. 125000 SLO REPERTORY THEATRE 888 MORRO STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY CONTRIBUTION TO CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF NEW SAN LUIS OBISPO. 1000000 SLO WIND ORCHESTRA PO BOX 471 ARROYO GRANDE CA 93420 PUBLIC CHARITY 2 FREE SLO WIND ORCHESTRA CHLDRENS CONCERTS. 5000 2369234 0 14 41 14 202517 16 57644 14 317815 0 578017 0 578017 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2910 2910 0 OTHER INVESTMENTS AT COST 7184092 7007961 INSURANCE 2694 1347 1347 OFFICE EXPENSE 308 308 0 PROMOTION 15000 15000 0 ADVISORY FEES 95652 76522 19130 FOREIGN TAXES ON INVESTMENTS 6992 6992 0 DEPARTMENT OF JUSTICE 200 200 0 INTERNAL REVENUE 20080 20080 0 PROPERTY TAX 5103 5103 0