2022-06-07T10:37:11-05:00 2021-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2021-01-01 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 2022-06-02 1 HOWARD CARROLL 999009999 JAYME PHILLIPS P00145584 8055412500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 11911782 X X 4 4 254391 254391 61660 61660 56624 861052 3735482 861052 1177107 1177107 70000 28000 42000 432 432 0 3245 3245 0 91809 73447 18362 22557 22557 0 369 369 0 5675 3613 2062 194087 131663 62424 770069 770069 964156 131663 832493 212951 1045444 300591 387742 387742 780000 780000 780000 780000 8814853 8940653 10744040 9895444 10108395 11911782 0 0 X 0 0 0 0 9895444 10108395 9895444 10108395 9895444 10108395 9895444 212951 0 10108395 0 10108395 PUBLICLY TRADED SECURITIES 2020-04-07 2021-03-09 852965 751846 101119 101119 PUBLICLY TRADED SECURITIES 2020-02-28 2021-03-09 2854865 2122584 732281 732281 CAPITAL GAINS DIVIDENDS P 27652 27652 27652 861052 14532 0 14532 0 14532 9080 0 0 0 9080 X 22 5474 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 70000 0 0 NONE 0 NONE 0 0 8661583 0 780000 9441583 0 0 9441583 141624 9299959 464998 464998 14532 14532 450466 0 450466 0 450466 832493 0 832493 450466 0 0 2619972 1879889 1066782 5566643 832493 0 0 0 450466 382027 0 0 5948670 0 0 0 0 0 0 0 5948670 2619972 1879889 1066782 382027 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 10000 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 144414 ECOLOGISTICS INC 633 RAMONA AVE SPACE 103 LOS OSOS CA 93402 PUBLIC CHARITY EVERYBODY READS 8000 GREENSPACE CAMBRIA PO BOX 1505 CAMBRIA CA 93428 PUBLIC CHARITY ENVIRONMENTAL EDUC FIELD PROGRAM 13033 ONE COOL EARTH PO BOX 150 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY EARTH GENIUS PROGRAM AT C.L. SMITH ELEMENTARY SCHOOL 15000 SLO COMMUNITY FOUNDATION 550 DANA ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY COLLEGE NIGHT 25000 SLO COUNTY AGRICULTURE EDUCATION COMMITTEE 651 TANK FARM ROAD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY AGVENTURE FUNDING 2012 8000 SLO MUSEUM OF ART 1010 BROAD ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PHASE II OF REPAIRS 33200 THE BAY FOUNDATION OF MORRO BAY 601 EMBARCADERO STE 11 MORRO BAY CA 93442 PUBLIC CHARITY BIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHED 36983 TRANSITIONS MENTAL ASSOCIATION 784 HIGH ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY MENTAL HEALTH & SUICIDE TRAINING IN SLO SCHOOLS 15000 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY SPAY NEUTER PROGRAM 7500 BIG BROTHERS BIG SIESTER 142 CROSS ST STE 140 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY HELP VULNERABLE CHILDREN OF SINGLE, LOW INCOME AND/OR INCARCERATED PARENTS. 40000 CIVIC BALLET OF SAN LUIS OBISPO 3422 MIGUELITO CT SAN LUIS OBISPO CA 93401 PUBLIC CHARITY 3YRS ORCHESTRA AND COSTUMES FOR NUTCRACKER. 140000 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. 45000 FRIENDS OF SLO BOTANICAL GARDEN 3450 DAIRY CREEK RD SAN LUIS OBISPO CA 93405 PUBLIC CHARITY ADA WALK, THREE PATIOS IN GARDEN CENTER. 147000 SLO PARKS OPEN SPACE & TRAIL PO BOX 86 ARROYO GRANDE CA 93420 PUBLIC CHARITY ENHANCEMENT OF OPEN SPACE, PARKS AND TRAILS 11939 SLO SYMPHONY 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY MUSIC EDUCATION PROGRAMS. 10000 THE MONDAY CLUB HOUSE FOUNDATION 1815 MONTEREY ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY CAPITAL CAMPAIGN CONTRIBUTION FOR 12 MONTHS 50000 770069 0 14 4 14 254391 16 56624 14 861052 0 1172071 0 1172071 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3245 3245 0 OTHER INVESTMENTS AT COST 8940653 10744040 LEGAL 432 432 0 INSURANCE 2564 1282 1282 DUES & MEMBERSHIPS 1560 780 780 OFFICE EXPENSE 1144 1144 0 MEALS 407 407 0 ADVISORY FEES 91809 73447 18362 FOREIGN TAXES ON INVESTMENTS 5567 5567 0 SECRETARY OF STATE 208 208 0 INTERNAL REVENUE 11746 11746 0 PROPERTY TAX 5036 5036 0