COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349304992
- Schema version
- 2021v4.2
- 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 | 2022-11-08T18:36:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-04 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $47,156,070 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,314,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,180,968 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $425,415 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,902,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,755 | PYOtherRevenueAmt |
| CY Other Revenue | -$202,449 | CYOtherRevenueAmt |
| PY Total Revenue | $2,777,401 | PYTotalRevenueAmt |
| CY Total Revenue | $16,881,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,423,070 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,555,915 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $816,128 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $754,401 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,543 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $635,703 | PYOtherExpensesAmt |
| CY Other Expenses | $636,816 | CYOtherExpensesAmt |
| PY Total Expenses | $5,874,901 | PYTotalExpensesAmt |
| CY Total Expenses | $4,947,132 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,097,500 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,933,868 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,243,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,668,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,351,091 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,921,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,892,394 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,746,671 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,295,593 | ExpenseAmt |
| Grant | $3,555,915 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS, PAST AND PRESENT, PHILANTHROPY IS PROMOTED THAT STRENGTHENS CIVIC LIFE ACROSS THE SAN LUIS OBISPO COUNTY REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS & CULTURE, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, ENVIRONMENT AND COMMUNITY ENHANCEMENT. | Desc |
| Total Program Service Expenses | $4,295,593 | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 (16 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 |
|---|---|---|---|---|---|---|---|
| JEFF BUCKINGHAM | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE FRITZ | |||||||
| 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 | |
| JIM BRABECK | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY DUNN | |||||||
| 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 | ||
| CHARLES MATTHEWS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT HOSEGOOD MARTIN | |||||||
| 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 | ||
| MARY VERDIN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI MCPHERSON | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $173,373 | $0 | $5,849 | 5.00 | |
| PATRICIA HAMMOND | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $109,555 | $0 | $3,517 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $282,928 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,366 | 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 | $3,349 | FundraisingAmt |
| All Other Contributions | $8,177,619 | AllOtherContributionsAmt |
| Noncash Contributions | $648,203 | NoncashContributionsAmt |
| Total Contributions | $8,180,968 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,409,144 | TotalRevenueColumnAmt |
| Exclusion | $1,409,144 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,702,137 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,208,800 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,493,337 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,493,337 | TotalRevenueColumnAmt |
| Exclusion | $7,493,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $84,055 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,349 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,270 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,785 | TotalRevenueColumnAmt |
| Exclusion | $17,785 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $164,867 | $164,867 |
| CHANGE IN SPLIT INTEREST | 900099 | $62,739 | $62,739 |
| INCOME HELD FOR OTHERS | 900099 | -$447,840 | -$447,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$220,234 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,881,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$220,234 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,920,266 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,153,915 | TotalAmt |
| Program Services | $3,153,915 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,000 | TotalAmt |
| Program Services | $402,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,928 | TotalAmt |
| Program Services | $99,025 | ProgramServicesAmt |
| Management And General | $127,317 | ManagementAndGeneralAmt |
| Fundraising | $56,586 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,489 | TotalAmt |
| Program Services | $121,971 | ProgramServicesAmt |
| Management And General | $156,820 | ManagementAndGeneralAmt |
| Fundraising | $69,698 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,491 | TotalAmt |
| Program Services | $6,822 | ProgramServicesAmt |
| Management And General | $8,771 | ManagementAndGeneralAmt |
| Fundraising | $3,898 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,978 | TotalAmt |
| Program Services | $19,242 | ProgramServicesAmt |
| Management And General | $24,740 | ManagementAndGeneralAmt |
| Fundraising | $10,996 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,515 | TotalAmt |
| Program Services | $16,980 | ProgramServicesAmt |
| Management And General | $21,832 | ManagementAndGeneralAmt |
| Fundraising | $9,703 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,353 | TotalAmt |
| Program Services | $1,090 | ProgramServicesAmt |
| Management And General | $1,173 | ManagementAndGeneralAmt |
| Fundraising | $1,090 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,500 | TotalAmt |
| Management And General | $25,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,677 | TotalAmt |
| Program Services | $361,677 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,823 | TotalAmt |
| Management And General | $44,823 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,643 | TotalAmt |
| Program Services | $3,182 | ProgramServicesAmt |
| Management And General | $3,279 | ManagementAndGeneralAmt |
| Fundraising | $3,182 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,973 | TotalAmt |
| Program Services | $7,581 | ProgramServicesAmt |
| Management And General | $7,811 | ManagementAndGeneralAmt |
| Fundraising | $7,581 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,018 | TotalAmt |
| Program Services | $16,506 | ProgramServicesAmt |
| Management And General | $17,006 | ManagementAndGeneralAmt |
| Fundraising | $16,506 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,894 | TotalAmt |
| Program Services | $5,245 | ProgramServicesAmt |
| Management And General | $5,404 | ManagementAndGeneralAmt |
| Fundraising | $5,245 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119 | TotalAmt |
| Program Services | $39 | ProgramServicesAmt |
| Management And General | $41 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,265 | TotalAmt |
| Program Services | $17,247 | ProgramServicesAmt |
| Management And General | $17,771 | ManagementAndGeneralAmt |
| Fundraising | $17,247 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,707 | TotalAmt |
| Program Services | $1,358 | ProgramServicesAmt |
| Management And General | $15,573 | ManagementAndGeneralAmt |
| Fundraising | $776 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $107,453 | $107,453 | ||
| MISCELLANEOUS | $29,155 | $9,237 | $10,682 | $9,236 |
| PROGRAM EXPENSE | $13,385 | $4,677 | $8,708 | |
| MEMBERSHIP DUES AND SUB | $13,097 | $4,322 | $4,453 | $4,322 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$130,246 | TotalAmt |
| Program Services | -$63,976 | ProgramServicesAmt |
| Fundraising | -$66,270 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,947,132 | TotalAmt |
| Program Services | $4,295,593 | ProgramServicesAmt |
| Management And General | $492,996 | ManagementAndGeneralAmt |
| Fundraising | $158,543 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,450 | BOYAmt |
| EOY | $602,989 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,737,957 | BOYAmt |
| EOY | $5,082,873 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,257 | BOYAmt |
| EOY | $455,020 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,677 | BOYAmt |
| EOY | $15,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,075,388 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $578,403 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,486,106 | BOYAmt |
| EOY | $1,496,985 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,064,877 | BOYAmt |
| EOY | $41,181,647 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,425,066 | BOYAmt |
| EOY | $25,180,880 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,561,095 | BOYAmt |
| EOY | $2,652,555 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,243,485 | BOYAmt |
| EOY | $76,668,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,995 | BOYAmt |
| EOY | $56,566 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,195 | BOYAmt |
| EOY | $454,259 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $25,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,168 | BOYAmt |
| EOY | $2,604,796 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,733 | BOYAmt |
| EOY | $781,085 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,351,091 | BOYAmt |
| EOY | $3,921,706 | 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 | $12,445,306 | BOYAmt |
| EOY | $13,499,239 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,447,088 | BOYAmt |
| EOY | $59,247,432 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,892,394 | BOYAmt |
| EOY | $72,746,671 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,243,485 | BOYAmt |
| EOY | $76,668,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,933,868 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,123,024 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $43,433 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,156,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,160,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,523,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,262,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,002,208 | CurrentTaxYearAmt |
| Total | $21,104,018 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,156,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,160,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,523,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,262,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,002,208 | CurrentTaxYearAmt |
| Total | $21,104,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $21,104,018 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,332,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,391,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,708,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,232,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,409,144 | CurrentTaxYearAmt |
| Total | $7,073,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,177,330 | TotalSupportAmt |
| Public Support CY170 | 0.74900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70020 | 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 | 104 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,063,179 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,636,373 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $25,081,282 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,430,520 | BeginningYearBalanceAmt |
| Contributions | $1,711,084 | ContributionsAmt |
| Investment Earnings Or Losses | $6,153,620 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,617,276 | GrantsOrScholarshipsAmt |
| End Year Balance | $47,677,948 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49000 | 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 | $329,375 | DepreciationAmt |
| Book Value | $945,625 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $375,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,028 | DepreciationAmt |
| Book Value | $126,360 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,496,985 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPEN-ENDED MUTUAL FUNDS | $2,530,789 | F |
| CLOSE-ENDED MUTUAL FUNDS | $3,039,226 | F |
| FIXED INCOME | $16,071,552 | F |
| HEDGE FUNDS | $1,917,972 | F |
| CASH EQUIVALENTS | $1,621,341 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,180,880 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $11,225 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $769,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $781,085 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,504,959 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,123,024 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,100 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$278,117 | OtherRevenueAmt |
| Revenue Not Reported | -$2,376,041 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,881,000 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,881,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,678,870 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,100 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$293,362 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$268,262 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,947,132 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,947,132 | 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, 2021 AND 2020, 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 | $87,404 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,349 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,055 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $27,092 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $38,678 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $87,404 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,349 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $84,055 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $27,092 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,678 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,270 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,785 | 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 (103 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) | $52,000 | $0 | N/A | N/A | SUPPORT FOR UNDOCUMENTED AND MIX STATUS FAMILIES.,IMMEDIATE NEEDS FINANCIAL ASSISTANCE,TO BENEFIT PROGRAMS TARGETING YOUTH,HOMELESS PREVENTION: RENTAL RELIEF AND HOUSING STABILITY,HEALTH AND HUMAN SERVICES,2021 HEALTH & WELLNESS GRANT |
| AFFORDABLE HOUSING PASO ROBLES | ||||||||||
| 901 30TH STREET | PASO ROBLES | CA | 93446 | 371661907 | 501(C)(3) | $12,720 | $0 | N/A | N/A | SUPPORT FOR UNDOCUMENTED AND MIX STATUS FAMILIES.,HEALTH AND HUMAN SERVICES,COVID HARDSHIP SUPPORT |
| ALLIANCE FOR PHARMACEUTICAL ACCESS INC | ||||||||||
| 506 E PLAZA DRIVE SUITE 5 | SANTA MARIA | CA | 93454 | 203117940 | 501(C)(3) | $12,000 | $0 | N/A | N/A | PATIENT ADVOCACY FOR FREE OR LOW COST LIFE SAVING MEDICATIONS FOR SAN LUIS OBISPO COUNTY,UNRESTRICTED |
| ANDREW HOLLAND FOUNDATION | ||||||||||
| PO BOX 597 | ATASCADERO | CA | 93423 | 824520111 | 501(C)(3) | $11,500 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K,UNRESTRICTED |
| ARTS OBISPO | ||||||||||
| 1123 MILL STREET | SAN LUIS OBISPO | CA | 93401 | 953738562 | 501(C)(3) | $10,200 | $0 | N/A | N/A | UNRESTRICTED |
| ASSISTANCE LEAGUE OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 14260 | SAN LUIS OBISPO | CA | 93406 | 770337378 | 501(C)(3) | $6,500 | $0 | N/A | N/A | UNRESTRICTED |
| ATASCADERO GREYHOUND FOUNDATION | ||||||||||
| PO BOX 3120 | ATASCADERO | CA | 93423 | 770390865 | 501(C)(3) | $10,000 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K |
| ATASCADERO LOAVES AND FISHES | ||||||||||
| 5411 EL CAMINO REAL | ATASCADERO | CA | 93422 | 770082730 | 501(C)(3) | $7,000 | $0 | N/A | N/A | UNRESTRICTED |
| BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY | ||||||||||
| PO BOX 356 | PISMO BEACH | CA | 93448 | 873488032 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE COST OF MUSICIANS PROVIDING MUSIC FOR SENIOR DANCES. |
| BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12644 | SAN LUIS OBISPO | CA | 93406 | 770348487 | 501(C)(3) | $33,750 | $0 | N/A | N/A | UNRESTRICTED |
| BOYS & GIRLS CLUB MID CENTRAL COAST | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 952468116 | 501(C)(3) | $125,000 | $0 | N/A | N/A | TO SUPPORT NORTH COUNTY OPERATIONS,TO SUPPORT SAN LUIS OBISPO COUNTY PROGRAMS,TO SUPPORT THE CONSTRUCTION OF THE TOM MAAS CLUBHOUSE AT THE PASO ROBLES LOCATION |
| BRAIN EDUCATION STRATEGIES TECHNOLOGY | ||||||||||
| 24310 MOULTON PKWY STE O 180 | LAGUNA WOODS | CA | 92637 | 814352961 | 501(C)(3) | $6,000 | $0 | N/A | N/A | HEALTH AND HUMAN SERVICES |
| BRIDGE TO TURKIYE FUND | ||||||||||
| 100 FOX BRIAR LANE | CARY | NC | 27518 | 582678580 | 501(C)(3) | $8,416 | $0 | N/A | N/A | TO CONTINUE EDUCATION IN SUPPORT OF ABHEP DARNEGI IN THE NAME OF S. SAMI SOLU, MD CHARITABLE FUND |
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE BLDG 15 | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $8,110 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K,LGBTQ CAMPUS LIFE STUDENT ASSISTANTS |
| CAL POLY UNIVERSITY DEVELOPMENT AND ALMUNI ENGAGEMENT | ||||||||||
| 1 GRAND AVENUE BUILDING 117 | SAN LUIS OBISPO | CA | 93407 | 951648180 | 501(C)(3) | $11,200 | $0 | N/A | N/A | TO SUPPORT THE CAL POLY CAT PROGRAM,UNRESTRICTIED SUPPORT FOR THE MEN'S BASKETBALL PROGRAM,TO SUPPORT THE CAL POLY CAT PROGRAM,TO BENEFIT THE CAL POLY YOUTH ARTS PROGRAM. PLEASE PLACE TO ATTN OF MOLLY CLARK ON ENVELOPE.,TO SUPPORT THE CAL POLY MUSIC DEPARTMENT'S BACH WEEK PROGRAM,TO BENEFIT THE ENDOWMENT IN MEMORY OF JOHN RUSSELL, A FORMER MEMBER OF THE CAL POLY MUSIC DEPARTMENT |
| CALIFORNIA MID-STATE FAIR | ||||||||||
| PO BOX 8 | PASO ROBLES | CA | 93447 | 956002953 | 501(C)(3) | $200,000 | $0 | N/A | N/A | ND PAYMENT TO REIMBURSE THE FAIR FOR THE JUNIOR LIVESTOCK AUCTION PURCHASES BY THE JWBYLF BUYERS CO,TO REIMBURSE THE FAIR FOR THE JUNIOR LIVESTOCK AUCTION PURCHASES BY THE JWBYLF BUYERS COALITION |
| CALIFORNIA RETIRED TEACHERS ASSOCIATION DIVISION 23 | ||||||||||
| 1610 10TH STREET | LOS OSOS | CA | 93402 | 946093649 | 501(C)(3) | $25,000 | $0 | N/A | N/A | TO SUPPORT THE SCHOLARSHIP ENDOWMENT FUND |
| CAMBRIA COMMUNITY HEALTHCARE DISTRICT | ||||||||||
| 2535 MAIN STREET | CAMBRIA | CA | 93428 | 846800422 | 501(C)(3) | $11,373 | $0 | N/A | N/A | TO SUPPORT THE PURCHASE OF FIVE BPI-RTF-VEST- BLK-MEDIC-KIT RESCUE TASK FORCE VEST KITS,TO REIMBURSE FOR THE PURCHASE OF 2 GETACH TABLET COMPUTERS,FOR REIMBURSEMENT FOR PURCHASE OF PORTABLE RECHARGEABLE BATTERIES |
| CASA SOLANA INC | ||||||||||
| 383 S 13TH STREET | GROVER BEACH | CA | 93433 | 953751698 | 501(C)(3) | $10,500 | $0 | N/A | N/A | UNRESTRICTED,BACK TO WORK INITIATIVE |
| CASACOURT APPOINTED SPECIAL ADVOCATES OF SLO COUNTY | ||||||||||
| PO BOX 1168 | SAN LUIS OBISPO | CA | 93406 | 770316227 | 501(C)(3) | $10,580 | $0 | N/A | N/A | UNRESTRICTED |
| CATHOLIC CHARITIES DIOCESE OF MONTEREY | ||||||||||
| 922 HILBY AVENUE SUITE C | SEASIDE | CA | 93955 | 770042961 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT FOR UNDOCUMENTED AND MIX STATUS FAMILIES. |
| CENTER FOR FAMILY STRENGTHENING (FORMERLY SLO-CAP) | ||||||||||
| 3480 SOUTH HIGUERA SUITE 100 | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $116,000 | $0 | N/A | N/A | TO SUPPORT NORTH COUNTY NEIGHBORAID,HEALTH AND HUMAN SERVICES,2021 BUILD GRANT OVER 500K,SUPPORT FOR UNDOCUMENTED AND MIX STATUS FAMILIES.,TO SUPPORT THE PROMOTORES PROGRAM,TO BENEFIT VINEYARD AND FARM WORKER FAMILIES THROUGH THE UNDOCUSUPPORT PROGRAM,TO SUPPORT MARTHA'S PLACE CHILD ASSESSMENT CENTER PROGRAMS |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||||
| 199 WATER STREET FLOOR 22 | NEW YORK | NY | 10038 | 133669731 | 501(C)(3) | $16,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST AG NETWORK DBA CITY FARM SLO | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED,2021 BUILD GRANT UNDER 500K,CITY FARM SCHOOL PROJECT YEAR 8 |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 4507 DEL RIO AVE BLDG 1 | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST SALMON ENHANCEMENT DBA CREEK LANDS | ||||||||||
| 229 STANLEY AVE | ARROYO GRANDE | CA | 93420 | 770079896 | 501(C)(3) | $10,000 | $0 | N/A | N/A | REACHING FURTHER AND FASTER TO CONSERVE NATURE AT HOME,CHORRO FLATS BOTANICAL INVENTORY RESTORATION PROJECT |
| CENTRAL COAST STATE PARKS ASSOCIATION | ||||||||||
| 202 TANK FARM ROAD STE H2 | SAN LUIS OBISPO | CA | 93401 | 510198869 | 501(C)(3) | $7,500 | $0 | N/A | N/A | TO SUPPORT THE WESTERN MONARCH TRAIL PROJECT,TO SUPPORT THE MIND WALK PROGRAM |
| CENTRAL COAST YOUTH CHORUS | ||||||||||
| PO BOX 15757 | SAN LUIS OBISPO | CA | 93406 | 770384422 | 501(C)(3) | $9,250 | $0 | N/A | N/A | UNRESTRICTED,SCHOLARSHIP FUND,OPERATIONS RELOCATION & REVIVAL |
| CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION | ||||||||||
| 487 FAIR OAKS AVENUE | ARROYO GRANDE | CA | 93420 | 770560115 | 501(C)(3) | $35,592 | $0 | N/A | N/A | UNRESTRICTED,ANNUAL FUND DISTRIBUTION FOR GENERAL SUPPORT,GENERAL SUPPORT OF YOUR ORGANIZATION |
| COLUMBIA FIRST UNITED METHODIST CHURCH | ||||||||||
| 222 WEST 7TH STREET | COLUMBIA | TN | 38401 | 501(C)(3) | $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) | $73,333 | $0 | N/A | N/A | TO BENEFIT 40 PRADO HOMELESS SERVICES CENTER IN MEMORY OF DAVID BOOKER,CALM (CULTIVATING AWARENESS, LIVING MINDFULLY),UNRESTRICTED,TO SUPPORT 40 PRADO HOMELESS SERVICES CENTER, TO PRIMARILY SUPPORT 40 PRADO HOMELESS SHELTER CENTER WITH $100 TO BENEFIT THE HEALTH SERVICES DIVISION,TO SUPPOR THE MAT CENTER CAMPAIGN,CHILD YOUTH AND FAMILY SERVICES DIVISION,2021 HEALTH & WELLNESS GRANT,TO SUPPORT HOMELESS SERVICES |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNT (CCC) | ||||||||||
| 676 PISMO STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $30,451 | $0 | N/A | N/A | UNRESTRICTED |
| CONCORDIA THEOLOGICAL SEMINARY | ||||||||||
| 6600 N CLINTON ST | FORT WAYNE | IN | 46825 | 370673478 | 501(C)(3) | $13,700 | $0 | N/A | N/A | IN THANKS FOR FACILITATING THE GRANT TO THE LUTHERAN SCHOOL OF THEOLOGY IN GOTHENBERG,TO 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 |
| COURTNEY'S HOUSE | ||||||||||
| 311 6TH STREET | TEMPLETON | CA | 93465 | 953676876 | 501(C)(3) | $33,000 | $0 | N/A | N/A | FIG AT COURTNEY'S HOUSE |
| CRESTON ACTIVITIES TOWN CENTER HELPING HAND - CATCH | ||||||||||
| PO BOX 14 | CRESTON | CA | 93432 | 593839276 | 501(C)(3) | $10,000 | $0 | N/A | N/A | CRESTON COMMUNITY CENTER FRONT DOOR FOR ADA ACCESSIBILITY & WEATHERPROOFING |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | 237225601 | 501(C)(3) | $30,398 | $0 | N/A | N/A | UNRESTRICTED,TO BENEFIT THE CUESTA CONCORD CHORUS,TO SUPPORT THE STUDENT EMERGENCIES PROGRAM,TO BENEFIT THE CUESTA CONCORD CHORUS,$5,000 TO BENEFIT THE HELEN F. NOVY ARTS AWARD PROGRAM AND $5,000 TO BENEFIT THE JOHN LEWIS SCHOLARSHIP PROGRAM,SUPPORT OF THE NURSING PROGRAM SCHOLARSHIPS,TO BENEFIT CUESTA CHOIRS,MADE IN MEMORY OF JAY DAVIDSON TO SUPPORT THE CUESTA ASSISTANCE FOR STUDENT EMERGENCIES FUND |
| ECOLOGISTICS | ||||||||||
| 633 RAMONA AVE 103 | LOS OSOS | CA | 93402 | 272116150 | 501(C)(3) | $14,350 | $0 | N/A | N/A | HEALTH AND HUMAN SERVICES,TO SUPPORT RACE MATTERS EDUCATION AND EVENTS PROGRAMMING,SUPPORT FOR UNDOCUMENTED AND MIX STATUS FAMILIES. |
| EL CAMINO HOMELESS ORGANIZATION | ||||||||||
| PO BOX 2077 | ATASCADERO | CA | 93423 | 770545434 | 501(C)(3) | $37,000 | $0 | N/A | N/A | UNRESTRICTED,NIGHTTIME STAFFING FOR NEW PASO SHELTER,URBAN TREES PROGRAM BUILD-OUT,CLIENT ASSISTANCE PROGRAM |
| ENVIRONMENTAL CENTER OF SLO | ||||||||||
| PO BOX 1014 | SAN LUIS OBISPO | CA | 93406 | 237213237 | 501(C)(3) | $9,000 | $0 | N/A | N/A | URBAN TREES PROGRAM BUILD-OUT |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $16,000 | $0 | N/A | N/A | UNRESTRICTED,TO BENEFIT EDUCATION SUPPORT SERVICE |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | 951703095 | 501(C)(3) | $55,000 | $0 | N/A | N/A | UNRESTRICTED,TO BENEFIT THE WILSON HALL PROJECT,TO BENEFIT THE PRESBYTERIAN WOMEN'S GROUP,TO BENEFIT THE HART GYM PROJECT,TO BENEFIT THE DEACON'S FUND |
| FIVE CITIES DIVERSITY COALITION DBA DIVERSITY COALITION SAN LUIS OBISPO COU | ||||||||||
| PO BOX 376 | ARROYO GRANDE | CA | 93421 | 822075135 | 501(C)(3) | $12,000 | $0 | N/A | N/A | TO SUPPORT THE COMMUNITY DIVERSITY EDUCATION AND TRAINING PROGRAM,STRATEGIC PLANNING VIRTUAL RETREAT,TO SUPPORT THE COMMUNITY DIVERSITY EDUCATION AND TRAINING PROGRAM |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $107,834 | $0 | N/A | N/A | SENIOR HOME DELIVERY,2021 HEALTH & WELLNESS GRANT,GENERAL SUPPORT OF YOUR ORGANIZATION,UNRESTRICTED,CHILDREN'S BREAKFAST BAGS,2021 BUILD GRANT OVER 500K |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $45,000 | $0 | N/A | N/A | UNRESTRICTED,TO SUPPORT THE LIVE RECORDING CAPABILITY PROJECT OF THE PAC,PERFORMING ARTS CENTER SCHOOL MATINEE PROGRAM |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $16,200 | $0 | N/A | N/A | UNRESTRICTED |
| FRIENDS OF 40PRADO | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $41,500 | $0 | N/A | N/A | TO SUPPORT AN ANONYMOUS GRANT IN HONOR OF MARY MATAKOVICH AND TO BE UTILIZED AT HER DIRECTION,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 | 2021 BUILD GRANT OVER 500K,CAMP NATOMA |
| FRIENDS OF THE SAN LUIS OBISPO BOTANICAL GARDENS | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $23,265 | $0 | N/A | N/A | UNRESTRICTED,GENERAL SUPPORT OF YOUR ORGANIZATION |
| FRONT PORCH SLO | ||||||||||
| 1468 E FOOTHILL BLVD | SAN LUIS OBISPO | CA | 93405 | 236393377 | 501(C)(3) | $6,000 | $0 | N/A | N/A | UNRESTRICTED |
| GLOBAL GLIMPSE | ||||||||||
| 490 LAKE PARK AVE 16039 | OAKLAND | CA | 94610 | 260651273 | 501(C)(3) | $7,000 | $0 | N/A | N/A | UNRESTRICTED |
| GRIZZLY YOUTH ACADEMY FOUNDATION | ||||||||||
| 721 MENDOCINO AVE | SAN LUIS OBISPO | CA | 93405 | 364865950 | 501(C)(3) | $20,000 | $0 | N/A | N/A | EDUCATION |
| GROVER BEACH COMMUNITY LIBRARY | ||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $7,784 | $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) | $36,500 | $0 | N/A | N/A | 2021 BUILD GRANT OVER 500K,HEALTH AND HUMAN SERVICES,LIGHT UP A LIFE EVENT, IN MEMORY OF ROBERT H. JANSSEN,CAREGIVER SUPPORT GRANT,UNRESTRICTED,COMMUNITY GRIEF SUPPORT |
| IGNITE NATIONAL | ||||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | 383819049 | 501(C)(3) | $15,000 | $0 | N/A | N/A | UNRESTRICTED |
| IMMIGRANT HOPE - SANTA BARBARA | ||||||||||
| 935 SAN ANDRES STREET | SANTA BARBARA | CA | 93101 | 463416009 | 501(C)(3) | $8,880 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K |
| INDEPENDENT LIVING RESOURCE CENTER | ||||||||||
| 423 W VICTORIA STREET | SANTA BARBARA | CA | 93101 | 953255012 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| JACK'S HELPING HAND | ||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $50,600 | $0 | N/A | N/A | ASSISTANCE PROGRAM FOR SINGLE MOTHERS WITH CHILDREN WITH SPECIAL NEEDS,UNRESTRICTED,2021 HEALTH& WELLNESS GRANT,JACK'S ASSISTANCE PROGRAM FOR FAMILIES WITH CHILDREN WITH DISABILITES,LITTLE RIDERS |
| KCBX RADIO CENTRAL COAST PUBLIC RADIO | ||||||||||
| 4100 VACHELL LANE | SAN LUIS OBISPO | CA | 934018147 | 237292203 | 501(C)(3) | $10,500 | $0 | N/A | N/A | ENVIRONMENTAL EDUCATION REPORTING,BUILD BRIDGES PROGRAM,UNRESTRICTED,2021 BUILD GRANT OVER 500K |
| KCBX INC | ||||||||||
| 4100 VACHELL LANE | LOS OSOS | CA | 93402 | 237292203 | 501(C)(3) | $10,000 | $0 | N/A | N/A | 2021 BUILD GRANT OVER 500K |
| MEALS THAT CONNECT FORMERLY THE SENIOR NUTRITION PROGRAM OF SLO COUNTY | ||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $8,106 | $0 | N/A | N/A | UNRESTRICTED GIFT MADE IN MEMORY OF WENDY MOSTS'S SISTER, SIOUX VAN VLERAH,MEALS THAT CONNECT/SENIOR NUTRITION PROGRAM |
| 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) | $13,000 | $0 | N/A | N/A | UNRESTRICTED |
| MT CARMEL LUTHERAN CHURCH | ||||||||||
| 1701 FREDRICKS STREET | SAN LUIS OBISPO | CA | 93405 | 237224019 | 501(C)(3) | $8,000 | $0 | N/A | N/A | TO BENEFIT THE IGLESIA LUTERAN SANTA CRUZ PROGRAM,UNRESTRICTED,A REGULAR OFFERING |
| PACIFIC WILDLIFE CARE | ||||||||||
| PO BOX 1134 | MORRO BAY | CA | 93443 | 770196350 | 501(C)(3) | $13,069 | $0 | N/A | N/A | UNRESTRICTED,EDUCATION AND OUTREACH |
| PASO ROBLES YOUTH ARTS FOUNDATION | ||||||||||
| PO BOX 4699 | PASO ROBLES | CA | 93447 | 770488880 | 501(C)(3) | $24,900 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K,FREE MUSIC, ART, THEATER AND CREATIVE ENRICHMENT SUPPORT FOR AREA YOUTH 5-18 YEARS OLD,FREE DANCE CLASSES FOR SAN LUIS OBISPO COUNTY STUDENTS 5-18 YEARS OLD |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 1060 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $57,000 | $0 | N/A | N/A | UNRESTRICTED,2021 HEALTH & WELLNESS GRANT,CELEBRE COLLEGE PREP AND RETENTION FOR FIRST GENERATION LATINA COLLEGE STUDENTS |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | ||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | 952319356 | 501(C)(3) | $40,000 | $0 | N/A | N/A | UNRESTRICTED,TO SUPPORT THE NEW CLINIC IN OXNARD,TO SUPPORT PROGRAMS IN SAN LUIS OBISPO COUNTY,HEALTH AND HUMAN SERVICES,GENDER AFFIRMING CARE |
| PREGNANCY AND PARENTING SUPPORT OF SAN LUIS OBISPO COUNTY | ||||||||||
| 3480 SOUTH HIGUERA 100 | SAN LUIS OBISPO | CA | 93401 | 953570504 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TRANSITION TO PARENTHOOD,UNRESTRICTED |
| RESTORATIVE PARTNERS | ||||||||||
| 3196 S HIGUERA STREET SUITE D | SAN LUIS OBISPO | CA | 93401 | 474825349 | 501(C)(3) | $12,092 | $0 | N/A | N/A | UNRESTRICTED,RP OPPORTUNITY FUND, REIMBURSEMENT FOR THE PUCHASE OF A BIKE HELMET AND LOCK |
| RISE | ||||||||||
| DO NOT USE THIS PROFILE FOR GRANTS | MERGER IS COMPLETE | CA | 93447 | 953415650 | 501(C)(3) | $51,500 | $0 | N/A | N/A | CAMP HOPE AMERICA,2021 HEALTH & WELLNESS GRANT,TRANSITIONAL ASSISTANCE FOR SURVIVORS OF SEXUAL ASSAULT AND INTIMATE PARTNER VIOLENCE,THERAPY GROUP FOR LGBTQ+ INTIMATE PARTNER VIOLENCE AND SEXUAL ASSAULT SURVIVORS,SEXUAL ASSAULT & DOMESTIC VIOLENCE COUNSELING PROGRAM,UNRESTRICTED |
| SAN LUIS COASTAL EDUCATION FOUNDATION | ||||||||||
| 1500 LIZZIE ST | SAN LUIS OBISPO | CA | 93401 | 824196024 | 501(C)(3) | $25,000 | $0 | N/A | N/A | TO UNRESTRICTED |
| SAN LUIS OBISPO CHAMBER OF COMMERCE | ||||||||||
| 895 MONTEREY ST | SAN LUIS OBISPO | CA | 93401 | 951505534 | 501(C)(6) | $6,000 | $0 | N/A | N/A | TO BENEFIT THE SMALL BUSINESS RELIEF FUND |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $31,000 | $0 | N/A | N/A | FAMILY ADVOCATE COLLABORATIVE,THERAPEUTIC EARLY CHILDHOOD EDUCATION,UNRESTRICTED |
| SAN LUIS OBISPO CHILDREN'S MUSEUM | ||||||||||
| 1010 NIPOMO ST | SAN LUIS OBISPO | CA | 93401 | 770261830 | 501(C)(3) | $18,810 | $0 | N/A | N/A | 2021 BUILD GRANT UNDER 500K,UNRESTRICTED,BUSY BOX OUTDOOR ADVENTURES |
| SAN LUIS OBISPO COUNTY YMCA | ||||||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952147727 | 501(C)(3) | $28,500 | $0 | N/A | N/A | CHILDCARE ASSISTANCE IN RESPONSE TO EMERGENCY (CARE),UNRESTRICTED,YOUTH SPORTS CLINICS,2021 BUILD GRANT OVER 500K |
| SAN LUIS OBISPO HIGH SCHOOL | ||||||||||
| 1499 SAN LUIS DRIVE | SAN LUIS OBISPO | CA | 93401 | $6,000 | $0 | N/A | N/A | TO SUPPORT THE COMMUNITY SERVICE AWARD,SAN LUIS OBISPO HIGH SCHOOL ATHLETICS | ||
| SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION | ||||||||||
| 3232 S HIGUERA ST SUITE 101D | SAN LUIS OBISPO | CA | 93401 | 770335048 | 501(C)(3) | $18,000 | $0 | N/A | N/A | SENIOR LEGAL SERVICES PROJECT,UNRESTRICTED |
| SAN LUIS OBISPO MUSEUM OF ART | ||||||||||
| PO BOX 813 | SAN LUIS OBISPO | CA | 93406 | 956134270 | 501(C)(3) | $29,210 | $0 | N/A | N/A | FOR OPERATING SUPPORT,ARTS,TECHNOLOGY UPGRADES,UNRESTRICTED |
| SAN LUIS OBISPO REPERTORY THEATRE | ||||||||||
| PO BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $17,750 | $0 | N/A | N/A | UNRESTRICTED,SLO REP TICKETING & DONOR MANAGEMENT SYSTEM UPGRADE,2021 BUILD GRANT OVER 500K |
| SAN LUIS OBISPO SYMPHONY | ||||||||||
| 75 HIGUERA ST SUITE 160 | SAN LUIS OBISPO | CA | 93401 | 952493144 | 501(C)(3) | $100,651 | $0 | N/A | N/A | UNRESTRICTED,AGENCY DISBURSEMENT,2021 YOUTH SYMPHONY2021 RETURN TO THE STAGE FESTIVAL,FOR GENERAL OPERATING SUPPORT,2021 BUILD GRANT OVER 500K,FOR GENERAL OPERATING SUPPORT,ARTS |
| SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB | ||||||||||
| 729 E MCELHANY AVE | SANTA MARIA | CA | 93454 | 770111371 | 501(C)(3) | $10,000 | $0 | N/A | N/A | 2021 FALL GRANT CYCLE |
| 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 GENERAL CARE OF CANINES. |
| SLO CLASSICAL ACADEMY | ||||||||||
| 165 GRAND AVENUE | SAN LUIS OBISPO | CA | 93405 | 203131883 | 501(C)(3) | $80,000 | $0 | N/A | N/A | TO SUPPORT THE PURCHASE OF TWO 24-PERSON VANS FOR TRANSPORTING STUDENTS TO OFF-CAMPUS ACTIVITIES |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | $40,000 | $0 | N/A | N/A | 2021 RAISING A READER | ||
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE 203 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $37,500 | $0 | N/A | N/A | UNRESTRICTED,TO SUPPORT VISION CAR SERVICES,TO BENEFIT VINEYARD AND FARM WORKER FAMILIES |
| SLO WIND ORCHESTRA INC | ||||||||||
| PO BOX 471 | ARROYO GRANDE | CA | 93421 | 770532887 | 501(C)(3) | $15,000 | $0 | N/A | N/A | FALL 2021 GRANT CYCLE,SLO WINDS ANIMATED CHILDREN'S CONCERT |
| SLOW MONEY SAN LUIS OBISPO | ||||||||||
| 1288 11TH STREET | LOS OSOS | CA | 93402 | 822069002 | 501(C)(3) | $11,250 | $0 | N/A | N/A | TO BENEFIT THE CATCH TOGETHER PROGRAM,FARM TO SCHOOL COORDINATION |
| SOUTH COUNTY YOUTH COALITION | ||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED |
| SOUTH SAN LUIS OBISPO COUNTY WOMENADE | ||||||||||
| 1793 FARROLL RD | GROVER BEACH | CA | 93433 | 270809744 | 501(C)(3) | $10,400 | $0 | N/A | N/A | WOMEN'S LEGACY FUND EMERGENCY RELIEF GRANT,UNRESTRICTED |
| ST JEROME'S EPISCOPAL CHURCH | ||||||||||
| PO BOX 1072 | CHAMA | NM | 87520 | 850152901 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| ST LUKE UNITED METHODIST CHURCH | ||||||||||
| 606 SANTA FE PIKE | COLUMBIA | TN | 38402 | 620964715 | 501(C)(3) | $8,000 | $0 | N/A | N/A | FOR GENERAL BUDGET PURPOSES ONLY |
| STAND STRONG | ||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $153,000 | $0 | N/A | N/A | UNRESTRICTED,TO SUPPORT THE ORGANIZATIONAL MERGE WITH "RISE" |
| STANFORD UNIVERSITY - MEDICAL CENTER DEVELOPMENT | ||||||||||
| 485 BROADWAY 4TH FLOOR | REDWOOD CITY | CA | 94063 | 941156365 | 501(C)(3) | $150,000 | $0 | N/A | N/A | TO BENEFIT THE DEPT OF NEUROLOGY'S AUTONOMIC RESEARCH PROGRAM AND THE RESEARCH DONE BY DR. SAFWAN JARADEH,TO BENEFIT THE CANCER DISCOVERY FUND |
| STORM TRYSAIL FOUNDATION | ||||||||||
| 1 WOODBINE AVENUE | LARCHMONT | NY | 10538 | 262672182 | 501(C)(3) | $30,000 | $0 | N/A | N/A | TO SUPPORT OPPORTUNITIES FOR YOUNG MEN AND WOMEN TO ENGAGE IN OFFSHORE SAILING/RACING VIA THE RICHARD DU MOULIN AWARD,TO SUPPORT OPPORTUNITIES FOR YOUNG MEN AND WOMEN TO ENGAGE IN SAFE OFFSHORE RACING AND SAILING VIA THE RICHARD DU MOULIN AWARD |
| THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $57,500 | $0 | N/A | N/A | TO SUPPORT THE LEARNING AMONG THE OAKS PROGRAM,UNRESTRICTED,GENERAL SUPPORT OF YOUR ORGANIZATION |
| TOLOSA CHILDREN'S DENTAL CLINIC | ||||||||||
| 717 WALNUT DRIVE | PASO ROBLES | CA | 93446 | 770346861 | 501(C)(3) | $40,000 | $0 | N/A | N/A | 2021 HEALTH & WELLNESS GRANT,UNRESTRICTED |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| 7343 EL CAMINO REAL 346 | ATASCADERO | CA | 93422 | 770489535 | 501(C)(3) | $9,750 | $0 | N/A | N/A | UNRESTRICTED,TRANSITIONAL FOOD AND SHELTER - ORGANIZATIONAL CAPACITY AND INFRASTRUCTURE |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $19,500 | $0 | N/A | N/A | UNRESTRICTED,YOUTH TREATMENT PROGRAM - EQUINE THERAPY,2021 HEALTH & WELLNESS GRANT |
| UNITED WAY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 14309 | SAN LUIS OBISPO | CA | 93406 | 953459538 | 501(C)(3) | $6,200 | $0 | N/A | N/A | TO SUPPORT THE IMAGINATION LIBRARY,UNRESTRICTED |
| WILSHIRE HEALTH & COMMUNITY SERVICES INC | ||||||||||
| 285 SOUTH STREET STE J | SAN LUIS OBISPO | CA | 93401 | 952374185 | 501(C)(3) | $7,794 | $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) | $37,548 | $0 | N/A | N/A | UNRESTRICTED,TO SUPPORT THE 2021 MATCHING CAMPAIGN TO SUPPORT THE GENERAL CARE OF CANINES.,TO SUPPORT THE 2020 MATCHING CAMPAIGN TO SUPPORT THE GENERAL CARE OF CANINES.,IN RECOGNITION OF ANOUK NOVY,TO BENEFIT CATS |
| ONE COOL EARTH | ||||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | 341939404 | 501(C)(3) | $13,800 | $0 | N/A | N/A | EARTH GENIUS,2021 BUILD GRANT UNDER 500K |
| OPERATION SURF | ||||||||||
| PO BOX 1581 | SAN LUIS OBISPO | CA | 93406 | 263661313 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 119 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (104 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| AIELLO, CHLOE B. 2021 DAVID B. GIANAS MEMORIAL SCHOLARSHIP FUND | 1 | $3,000 | $0 | N/A | N/A |
| ALVAREZ HERNANDEZ, DANA P. 2021 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| ARCE FONSECA, MARIA 2021 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| ART CONTEST PROJECT | 2 | $1,377 | $0 | N/A | N/A |
| ATHIE, ALAN, SID #XXX-XX-XXXX, ACADEMIC SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| BAIS, TIARA. 2019 THE GARRIS FAMILY SCHOLARSHIP | 1 | $4,000 | $0 | N/A | N/A |
| BEAUCHEMIN, PATIENCE R. 2021 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| BLAZQUEZ, MYRIAM 2020 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| BLOOM, AARON R. 2020 BRIAN WATERBURY MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| BOYD, ZOE A. 2021 STEPHEN DONNELLAN MOSS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| BRUSSEL, QUINN 2021 BRIAN WATERBURY MEMORIAL SCHOLARSHIP FUND | 1 | $3,000 | $0 | N/A | N/A |
| BURTON, LUCAS J. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| CALDERON, JAYZA M. 2021 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP FUND | 1 | $2,500 | $0 | N/A | N/A |
| CAROLL, ETHAN W. 2018 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| CASH, ARYANA 2021 GRIZZLY YOUTH ACADEMY FUND SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| CLAYTON, GABRIELLA R., 2020 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $3,000 | $0 | N/A | N/A |
| CONTRERAS-MANRIQUEZ, ARIANA, SID #00692206, ACADEMIC SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| DEURLOO, COURTNEY 2021 DOROTHY ROSS MEMORIAL FUND | 1 | $1,000 | $0 | N/A | N/A |
| DOCUMENTARY PROJECT | 1 | $744 | $0 | N/A | N/A |
| DREW, ALYSSA K. 2021 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| DUENOW, MAX 2021 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ELLISON, KAIYA L. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| ENGSTROM, COLE J. 2021 DAVID B. GIANAS MEMORIAL SCHOLARSHIP FUND | 1 | $500 | $0 | N/A | N/A |
| ESPINOZA, NICK 2021 GRIZZLY YOUTH ACADEMY SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| ESTRADA, JOSHUA 2021 YEAGER SCIENCE SCHOLARSHIP FUND | 1 | $3,000 | $0 | N/A | N/A |
| FERNFLORES, OLIVIA T. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| FERRIGNO, SOPHIA 2021 KIWANIS CLUB SAN LUIS OBISPO SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| FERRIGNO, SOPHIA M. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| FREED-DOERR, LIA E. 2018 KELLY A. MCADAMS SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| FRYER, MADELEINE P., 2020 ALAN D. STEPHENSON SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| GALASSI, ANDREW S., 2017 ALAN D. STEPHENSON SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| GARCIA ALVAREZ, NADIA 2021 ANGLEA GUARINI HOLLANDER SCHOLARSHIP | 1 | $3,575 | $0 | N/A | N/A |
| GARDNER, SAIGE 2020 MARION C. AND MARK W. WILSON NURSING SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| GATES, EMILY F., YEAGER SCIENCE SCHOLARSHIP FUND | 1 | $7,000 | $0 | N/A | N/A |
| GHARAVI, AIDIN 2020 GARRIS FAMILY SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| GOMEZ, ANGEL 2021 ALAN D. STEPHENSON SCHOLARSHIP FUND | 1 | $2,500 | $0 | N/A | N/A |
| GOMEZ, ANGEL Y 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| GOMEZ, DANIELA 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| GONZALEZ, JESSICA, SID#: 00585341, ACADEMIC SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| GRACILIANO, ERIKA 2021 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP FUND | 1 | $2,500 | $0 | N/A | N/A |
| GUERRERO, BAUTISTA M. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| GUTIERREZ, ANGELICA 2021 DOROTHY GOOD TRUST FOR AVID | 1 | $2,000 | $0 | N/A | N/A |
| HANAUER, ELIJAH M. 2021 BERNHARD H. SINGSEN SCHOLARSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| HARPSTER, DONIELLE 2021 YOUTH LEGACY SCHOLARSHIP FUND | 1 | $5,000 | $0 | N/A | N/A |
| HARTMAN, JEREMIAH 2021 ALAN D. STEPHENSON SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| HERRERA, VICTORIA 2021 (FALL) DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| HUGHES, AUDREY 2020 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| HURL, KATELYN 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| HURTADO, NATALIE B 2021 MAUREEN "MO" CLANCY MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| JAIMES, CINDY 2021 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| JONES, DARIUS 2021 GARY PAUL PIANTANIDA SCHOLARSHIP FUND | 1 | $3,000 | $0 | N/A | N/A |
| JONES, DARIUS E 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| JUAREZ CRUZ, MARIANA 2021 VINEYARD AND FARM WORKER'S SCHOLARSHIP FUND | 1 | $2,500 | $0 | N/A | N/A |
| KENNEDY, RILEY P. 2018 KELLY A. MCADAMS SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| KRULL, ELLIE 2021 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| KRUPA, JACQUELINE 2021 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| LALANNE, GRACE 2021 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| LINSTROM, ZOE H., 2019 GARY GROSSMAN SCHOLARSHIP | 1 | $5,000 | $0 | N/A | N/A |
| LIVENGOOD, CLAIRE A., 2019 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| LOS OSOS GREENBELT PROJECT | 2 | $910 | $0 | N/A | N/A |
| LUNA-VASQUEZ, CAYDEN, SID#H20129537, ACADEMIC SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| LYNCH, SAMANTHA 2020 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| MAGNUSON TAMAYO, CATALINA I 2021 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| MCMULLEN, MIA L. 2021 GARY GROSSMAN SCHOLARSHIP FUND | 1 | $3,000 | $0 | N/A | N/A |
| MENDOZA, JESUS E. 2021 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| MONDRAGON LOPEZ, PAULINA 2020 SANDRA FERRIS SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| MORENO VILLANUEVA, LEOBARD 2021 SCHOLARSHIP AND MENTOR SAM FUND SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| MORENO VILLANUEVA, LEOBARDO 2020 SCHOLARSHIP AND MENTOR SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| NAVA RODRIQUEZ, XIMENA J 2021 SCHOLARSHIP AND MENTOR SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| NEVAREZ, JASMINE, ACADEMIC SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| OLDENBURG, ISABELLA B., 2019 KELLY A. MCADAMS SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| OSGOOD, ISABELLA 2021 BURT W. POLIN AND VIRGINIA POLIN "ELKS" SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| OSGOOD, ISABELLA 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| PENA RAMIREZ, JASMINE 2021 KELLY A. MCADAMS SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| PENA RAMIREZ, JASMINE 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| PRITCHETT, CONSTANTINA 2021 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| PRUITT, BROOKSLEY L. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| QUARESMA, ISABELLE 2020 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| RAMOS, YENSSI 2020 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| RAVATT, GARRETT S. 2021 DAVID B. GIANAS MEMORIAL SCHOLARSHIP FUND | 1 | $1,500 | $0 | N/A | N/A |
| REILLY, MEGHAN E. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| RIOS, JAIDON, SID#: H20129548, ACADEMIC SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| ROBINETT, KENNEDY M., YEAGER SCIENCE SCHOLARSHIP FUND | 1 | $7,000 | $0 | N/A | N/A |
| ROCHA, FAITH 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| ROCHA, JACOB 2021 ALFRED I., CATHARINE J., AND ELEANOR G. SWITZER | 1 | $2,500 | $0 | N/A | N/A |
| RODRIGUEZ, JAIME A., 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| RODRIQUEZ, YASMIN 2020 VINEYARD AND FARM WORKER'S SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| ROMAN, KRISTAL 2021 SAN LUIS OBISPO COUNTY BAR ASSOCIATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| RUIZ, SAVANAH 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| SAPOVADIA, DEVANSH 2020 KELLY A MCADAMS SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| SCHULTE, MARIE 2020 GARY GROSSMAN SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| SCHWELLENBACH, JAMES O., 2018 YEAGER SCIENCE SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| SILVA, ALEXA L. 2021 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| SLINGERLAND, ALEC, SID#: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| TAMANG, DEEPA 2021 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| TARICA, JOSHUA E. 2021 RICHARD J. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
| VARGAS, BRENDA, SID#: H20114474, ACADEMIC SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| VAVRA, FAYE 2020 ALFRED I., CATHERINE J., AND ELEANOR G. SWITZER SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| VEGA, TERESA, SID #6989645, ACADEMIC SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| VENEGAS JERONIMO, JUANA 2021 GRIZZLY YOUTH ACADEMY SCHOLARSHIP | 2 | $1,000 | $0 | N/A | N/A |
| WILDLIFE CORRIDOR PARTNERS WEBSITE AND VIDEO INVOICE | 1 | $9,115 | $0 | N/A | N/A |
| ZENKER, SHEA 2020 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| ZEPEDA MONTERO, JOSHUA 2021 DOROTHY GOOD ENDOWED FUND FOR AVID | 1 | $1,000 | $0 | N/A | N/A |
| ZUNIGA, MARGUERITE M. 2021 JOHN W. AND YVONNE Y. HSU EDMISTEN SCHOLARSHIP | 1 | $2,500 | $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 | $168,894 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $4,479 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,849 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,222 | 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 | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $646,872 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTIVE MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT SUPPLIES | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,332 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | 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 43,433. |
| 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 | $43,433 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments