2025-05-20T15:12:16-05:00 2024-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2024-01-01 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 2025-05-12 1 0 JAYME PHILLIPS P00145584 8055412500 2024 2025-03-06 01:10:19Z X 7601892 X X 49 49 195678 195678 83195 83195 77657 461067 3493156 461067 739989 739989 80400 32160 48240 3575 3575 0 72328 57862 14466 28445 28445 0 334 334 0 4284 3247 1037 189366 125623 63743 1769912 1769912 1959278 125623 1833655 -1219289 614366 201921 113822 113822 780000 780000 780000 1185000 6801206 5670016 6303070 7783127 6563838 7601892 0 0 X 0 0 0 0 7783127 6563838 7783127 6563838 7783127 6563838 7783127 -1219289 0 6563838 0 6563838 PUBLICLY TRADED SECURITIES 770577 716387 54190 54190 PUBLICLY TRADED SECURITIES 2702423 2315702 386721 386721 CAPITAL GAINS DIVIDENDS P 20156 20156 20156 461067 8540 0 8540 0 8540 13680 0 0 0 13680 X 0 5140 5140 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 80400 0 0 NONE 0 NONE 0 0 6230003 0 1185000 7415003 0 0 7415003 111225 7303778 365189 365189 8540 8540 356649 0 356649 0 356649 1833655 0 1833655 356649 0 0 1879889 1066782 382027 1975120 935553 6239371 1833655 0 0 0 356649 1477006 0 0 7716377 0 0 0 0 0 0 1879889 5836488 1066782 382027 1975120 935553 1477006 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). BIG BROTHERS BIG SISTERS PO BOX 12644 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SCHOOL BASED PROGRAMS AT PACHECO AND HAWTHORNE ELEMENTARY SCHOOLS 20000 CARE 4 PAWS PO BOX 60524 SANTA BARBARA CA 93160 PUBLIC CHARITY MOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO. 12000 CASA 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM. 25000 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 258442 CIVIC BALLET OF SAN LUIS OBISPO 3422 MIGUELITO CT SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SPRING BALLET WESTSIDE STORY 155000 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. 30000 ECOLOGISTICS INC 633 RAMONA AVE SPACE 103 LOS OSOS CA 93402 PUBLIC CHARITY EVERYBODY READS 9000 FRENCH MEDICAL CENTER FOUNDATION 1911 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 PUBLIC CHARITY BIOASSESSMENT OF SLO CREEK & STENNER CREEK.DOG THERAPY. 15412 SLO MASTER CHORALE PO BOX 3318 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY SUPPORT OF ITS FREE LECTURE SERIES 23/24 2500 SLO SYMPHONY 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY INSTRUMENT PETTING ZOO OUTREACH PROGRAM 10000 THE BAY FOUNDATION OF MORRO BAY 601 EMBARCADERO STE 11 MORRO BAY CA 93442 PUBLIC CHARITY BIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHED 17308 THE MONDAY CLUB HOUSE 1815 MONTEREY ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY RELANDSCAPE AND REFRESH GROUNDS. 100000 CENTRAL COAST AQUARIUM 50 SAN JUAN ST AVILA BEACH CA 93424 PUBLIC CHARITY YOUTH EDUCATION SPONSOR 2250 FOOD BANK COALITION OF SLO 1180 KENDALL RD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY GENERATOR FOR FOOD SAFETY 100000 ONE COOL EARTH PO BOX 150 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY MATCHING PROGRAM SINSHEIMER 25000 ORCHESTRA NOVO PO BOX 1555 MORRO BAY CA 93443 PUBLIC CHARITY SUPPORT FOR ORCHESTRA 5000 SAN LUIS COASTAL EDUCATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY BUILDOUT OF PHASE III IN SLO & MORRO BAY SCHOOLS 415000 SLO MUSEUM OF ARTS 1010 BROAD ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY HVAC SYSTEM AND REDESIGN ENTRY. 55000 SLO REPERTORY THEATRE 888 MORRO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY 2ND CAPITAL CAMPAIGN CONTRIBUTION 503000 1769912 0 14 49 14 195678 16 77657 14 461067 0 734451 0 734451 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3575 3575 0 OTHER INVESTMENTS AT COST 5670016 6303070 INSURANCE 2074 1037 1037 OFFICE EXPENSE 589 589 0 REIMBURSEMENT EXPENSE 42 42 0 DUES & MEMBERSHIPS 1579 1579 0 ADVISORY FEES 72328 57862 14466 FOREIGN TAXES ON INVESTMENTS 3847 3847 0 OTHER TAXES 200 200 0 INTERNAL REVENUE 18860 18860 0 PROPERTY TAX 5538 5538 0