COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-09
- IRS object ID
- 202541609349300249
- Schema version
- 2024v5.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-09T11:56:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 |
| 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 | MICHAEL JONES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER/INTERIM CEO | PersonTitleTxt |
| Phone | 8055432323 | PhoneNum |
| Signature | 2025-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLYN SPILLER | PreparerPersonNm |
| PTIN | P01491937 | PTIN |
| Phone | 8058880242 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL JONES | 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 | $16,222,064 | 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 | 16 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,416,190 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,200,432 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$241,136 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,594,597 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,342 | PYOtherRevenueAmt |
| CY Other Revenue | -$7,045 | CYOtherRevenueAmt |
| PY Total Revenue | $3,221,396 | PYTotalRevenueAmt |
| CY Total Revenue | $7,787,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,255,958 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,711,233 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,081,361 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,246,624 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $287,995 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,031,963 | PYOtherExpensesAmt |
| CY Other Expenses | $756,433 | CYOtherExpensesAmt |
| PY Total Expenses | $5,369,282 | PYTotalExpensesAmt |
| CY Total Expenses | $5,714,290 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,147,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,073,694 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,470,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,684,506 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,744,079 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,425,466 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,726,582 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,259,040 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,589,757 | ExpenseAmt |
| Grant | $3,711,233 | 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 | $4,589,757 | 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 | Yes (1) | 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 | Yes (1) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 | MICHAEL JONES | 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 |
|---|---|---|---|---|---|---|---|
| KATH TOMPKINS | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK WILLIAMS | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANITA ROBINSON | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAT HOSEGOOD MARTIN | |||||||
| SECRETAR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF BUCKINGHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GWEN ERSKINE | |||||||
| PRESIDENT OF REF, DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| GRENDA ERNST | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE FRITZ | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB GARCIA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLY HIGGINBOTHAM | |||||||
| 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 | ||
| TOM SHERMAN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SOMERS SMITH | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI MCPHERSON | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $224,744 | $0 | $6,742 | 5.00 | |
| MICHAEL JONES | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $162,294 | $0 | $1,942 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $387,038 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,684 | 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 | $8,388 | FundraisingAmt |
| Government Grants | $150,145 | GovernmentGrantsAmt |
| All Other Contributions | $5,041,899 | AllOtherContributionsAmt |
| Noncash Contributions | $349,269 | NoncashContributionsAmt |
| Total Contributions | $5,200,432 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,334,855 | TotalRevenueColumnAmt |
| Exclusion | $2,334,855 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,624,676 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,364,934 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,742 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,742 | TotalRevenueColumnAmt |
| Exclusion | $259,742 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $112,484 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $8,388 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $69,146 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,338 | TotalRevenueColumnAmt |
| Exclusion | $43,338 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHANGE IN SPLIT INTEREST | 900099 | $185,804 | $185,804 |
| OTHER REVENUE | 900099 | $99,876 | $99,876 |
| INCOME HELD FOR OTHERS | 900099 | -$336,063 | -$336,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$50,383 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,787,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$50,383 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,637,935 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,213,648 | TotalAmt |
| Program Services | $3,213,648 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,585 | TotalAmt |
| Program Services | $487,585 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,038 | TotalAmt |
| Program Services | $135,463 | ProgramServicesAmt |
| Management And General | $174,167 | ManagementAndGeneralAmt |
| Fundraising | $77,408 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,920 | TotalAmt |
| Program Services | $227,472 | ProgramServicesAmt |
| Management And General | $292,464 | ManagementAndGeneralAmt |
| Fundraising | $129,984 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,626 | TotalAmt |
| Program Services | $8,619 | ProgramServicesAmt |
| Management And General | $11,082 | ManagementAndGeneralAmt |
| Fundraising | $4,925 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,685 | TotalAmt |
| Program Services | $38,390 | ProgramServicesAmt |
| Management And General | $49,358 | ManagementAndGeneralAmt |
| Fundraising | $21,937 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,355 | TotalAmt |
| Program Services | $26,374 | ProgramServicesAmt |
| Management And General | $33,910 | ManagementAndGeneralAmt |
| Fundraising | $15,071 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,917 | TotalAmt |
| Program Services | $1,923 | ProgramServicesAmt |
| Management And General | $2,071 | ManagementAndGeneralAmt |
| Fundraising | $1,923 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,895 | TotalAmt |
| Management And General | $32,895 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,974 | TotalAmt |
| Program Services | $106,974 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,315 | TotalAmt |
| Program Services | $127,890 | ProgramServicesAmt |
| Management And General | $85,425 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,343 | TotalAmt |
| Program Services | $2,423 | ProgramServicesAmt |
| Management And General | $2,497 | ManagementAndGeneralAmt |
| Fundraising | $2,423 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,678 | TotalAmt |
| Program Services | $11,444 | ProgramServicesAmt |
| Management And General | $11,790 | ManagementAndGeneralAmt |
| Fundraising | $11,444 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,497 | TotalAmt |
| Program Services | $26,894 | ProgramServicesAmt |
| Management And General | $27,709 | ManagementAndGeneralAmt |
| Fundraising | $26,894 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,437 | TotalAmt |
| Program Services | $9,384 | ProgramServicesAmt |
| Management And General | $9,669 | ManagementAndGeneralAmt |
| Fundraising | $9,384 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,888 | TotalAmt |
| Program Services | $3,593 | ProgramServicesAmt |
| Management And General | $3,702 | ManagementAndGeneralAmt |
| Fundraising | $3,593 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,976 | TotalAmt |
| Program Services | $90,293 | ProgramServicesAmt |
| Management And General | $8,395 | ManagementAndGeneralAmt |
| Fundraising | $8,288 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,703 | TotalAmt |
| Program Services | $21,352 | ProgramServicesAmt |
| Management And General | $21,999 | ManagementAndGeneralAmt |
| Fundraising | $21,352 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,543 | TotalAmt |
| Program Services | $1,884 | ProgramServicesAmt |
| Management And General | $18,582 | ManagementAndGeneralAmt |
| Fundraising | $1,077 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $60,530 | $60,530 | ||
| MISCELLANEOUS | $54,729 | $5,565 | $43,598 | $5,566 |
| PROGRAM EXPENSE | $23,785 | $14,926 | $8,859 | |
| MEMBERSHIP DUES AND SUB | $21,251 | $7,013 | $7,225 | $7,013 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$119,028 | TotalAmt |
| Program Services | -$49,882 | ProgramServicesAmt |
| Fundraising | -$69,146 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,714,290 | TotalAmt |
| Program Services | $4,589,757 | ProgramServicesAmt |
| Management And General | $836,538 | ManagementAndGeneralAmt |
| Fundraising | $287,995 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,048 | BOYAmt |
| EOY | $313,916 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,462,553 | BOYAmt |
| EOY | $9,182,906 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,000 | BOYAmt |
| EOY | $480,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,419 | BOYAmt |
| EOY | $12,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,126,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $725,478 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,464,406 | BOYAmt |
| EOY | $1,401,168 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,947,053 | BOYAmt |
| EOY | $52,765,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,920,945 | BOYAmt |
| EOY | $17,881,067 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,573,237 | BOYAmt |
| EOY | $4,646,640 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,470,661 | BOYAmt |
| EOY | $86,684,506 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,938 | BOYAmt |
| EOY | $50,291 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,810 | BOYAmt |
| EOY | $719,100 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,261 | BOYAmt |
| EOY | $6,690 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,405,560 | BOYAmt |
| EOY | $2,548,841 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,510 | BOYAmt |
| EOY | $2,100,544 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,744,079 | BOYAmt |
| EOY | $5,425,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,052,309 | BOYAmt |
| EOY | $13,750,777 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,674,273 | BOYAmt |
| EOY | $67,508,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,726,582 | BOYAmt |
| EOY | $81,259,040 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,470,661 | BOYAmt |
| EOY | $86,684,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,073,694 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,916,899 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $541,865 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,262,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,002,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,876,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,416,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,200,434 | CurrentTaxYearAmt |
| Total | $25,757,569 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,262,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,002,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,876,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,416,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,200,434 | CurrentTaxYearAmt |
| Total | $25,757,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,757,569 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,232,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,409,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,259,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,726,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,334,854 | CurrentTaxYearAmt |
| Total | $7,962,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,720,423 | TotalSupportAmt |
| Public Support CY170 | 0.76390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77370 | 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 | 108 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,558,713 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,309,849 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $28,787,009 | 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 | $59,916,668 | BeginningYearBalanceAmt |
| Contributions | $2,779,951 | ContributionsAmt |
| Investment Earnings Or Losses | $8,816,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,826,383 | GrantsOrScholarshipsAmt |
| End Year Balance | $68,687,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,285,223 | BeginningYearBalanceAmt |
| Contributions | $1,326,267 | ContributionsAmt |
| Investment Earnings Or Losses | $9,202,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$2,897,382 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,916,668 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,292,004 | BeginningYearBalanceAmt |
| Contributions | $1,978,139 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,297,934 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$3,686,986 | GrantsOrScholarshipsAmt |
| End Year Balance | $52,285,223 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35000 | 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 | $425,000 | DepreciationAmt |
| Book Value | $850,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $426,646 | OtherCostOrOtherBasisAmt |
| Depreciation | $300,478 | DepreciationAmt |
| Book Value | $126,168 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,401,168 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPEN-ENDED MUTUAL FUNDS | $60,523 | F |
| CLOSE-ENDED MUTUAL FUNDS | $69,299 | F |
| FIXED INCOME | $17,470,040 | F |
| HEDGE FUNDS | $247,156 | F |
| CASH EQUIVALENTS | $34,049 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,881,067 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FUTURE INTERESTS AND TRUSTS | $4,587,906 |
| ACCRUED INTEREST AND DIVIDENDS | $58,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,646,640 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $14,802 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $2,085,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,100,544 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,334,628 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,916,899 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $31,240 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $598,505 | OtherRevenueAmt |
| Revenue Not Reported | $7,546,644 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,787,984 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,787,984 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,807,437 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $31,240 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $61,907 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $93,147 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,714,290 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,714,290 | 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 3.75% 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, 2024 AND 2023, 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 F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Purpose Of Grant | TO BENEFIT THE CHILD REFUGEES IN SWEDEN | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Manner Of Cash Disbursement | GRANT PAYMENT | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN'S LEGACY LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $120,872 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,388 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $112,484 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,900 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,538 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $41,208 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $120,872 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $8,388 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $112,484 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,900 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,538 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,208 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,146 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,338 | 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 (83 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRIENDS OF CAMP NATOMA INC | |||||||||||
| PO BOX 3012 | SAN LUIS OBISPO | CA | 93403 | 455529053 | 501(C)(3) | $6,000 | $0 | N/A | N/A | YOUTH CAMPERSHIPS | |
| NOVY'S ARK | |||||||||||
| 8100 COROMAR AVE | ATASCADERO | CA | 93422 | 880567155 | 501(C)(3) | $6,000 | $0 | N/A | N/A | UNRESTRICTED IN HONOR OF HELEN FOSTER NOVY | |
| STUDIOS ON THE PARK | |||||||||||
| PO BOX 3000 | PASO ROBLES | CA | 93447 | 261759872 | 501(C)(3) | $6,000 | $0 | N/A | N/A | TO SUPPORT THE KID'S SMART PROGRAM | |
| BIKE SLO COUNTY | |||||||||||
| 860 PACIFIC STREET | SAN LUIS OBISPO | CA | 93401 | 753021545 | 501(C)(3) | $6,074 | $0 | N/A | N/A | BICYCLING AND PEDESTRIAN SAFETY EDUCATION PROGRAMS FOR RESIDENTS OF SAN LUIS OBISPO COUNTY | |
| BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY | |||||||||||
| 142 CROSS ST SUITE 140 | SAN LUIS OBISPO | CA | 93401 | 770348487 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED | |
| INFINITE MUSIC FOUNDATION | |||||||||||
| 1163 MAIN STREET | MORRO BAY | CA | 93442 | 462959266 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED | |
| GROVER BEACH COMMUNITY LIBRARY | |||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $7,856 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION | |
| WILSHIRE HEALTH & COMMUNITY SERVICES INC | |||||||||||
| 285 SOUTH STREET STE J | SAN LUIS OBISPO | CA | 93401 | 952374185 | 501(C)(3) | $7,879 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION | |
| MORRO BAY SENIOR CITIZENS INC DBA MORRO BAY ACTIVE ADULTS | |||||||||||
| PO BOX 603 | MORRO BAY | CA | 93443 | 510163015 | 501(C)(3) | $8,250 | $0 | N/A | N/A | TUNES AT TIDELANDS | |
| BRIDGE TO TURKIYE FUND | |||||||||||
| 1609 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | 582678580 | 501(C)(3) | $8,395 | $0 | N/A | N/A | RESTRICTED TO CONTINUE EDUCATION IN SUPPORT OF MEHMET CELIKEL LISESI VAKFI HIGH SCHOOL ON BEHALF OF S. SAMI SOLU, MD CHARITABLE FUND | |
| SLO WIND ORCHESTRA INC | |||||||||||
| PO BOX 471 | ARROYO GRANDE | CA | 93421 | 770532887 | 501(C)(3) | $9,000 | $0 | N/A | N/A | MOVEMENT TO MUSIC PROGRAM | |
| ARTS OBISPO | |||||||||||
| 1123 MILL STREET | SAN LUIS OBISPO | CA | 93401 | 953738562 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SENIOR DANCES TO INSPIRE JOY AND DANCING | |
| BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY | |||||||||||
| PO BOX 356 | PISMO BEACH | CA | 93448 | 953214113 | 501(C)(3) | $10,000 | $0 | N/A | N/A | LIVE MUSIC FOR SENIORS TO DANCE AND SOCIALIZE | |
| CASA SOLANA | |||||||||||
| 383 S 13TH STREET | GROVER BEACH | CA | 93433 | 953751698 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| CENTRAL COAST SALMON ENHANCEMENT DBA CREEK LANDS CONSERVATION | |||||||||||
| 229 STANLEY AVE | ARROYO GRANDE | CA | 93420 | 770079896 | 501(C)(3) | $10,000 | $0 | N/A | N/A | RESTRICTED TO SUPPORT THE PROTECTING OUR WATERSHED LEARNING PROGRAM FOR ELEMENTARY AND MIDDLE SCHOOL CHILDREN | |
| HAWTHORNE ELEMENTARY PTA - CA CONGRESS OF PARENTS TEACHERS & STUDENTS INC | |||||||||||
| 2125 STORY ST | SAN LUIS OBISPO | CA | 93401 | 956205165 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| MISSION COLLEGE PREPARATORY HIGH SCHOOL | |||||||||||
| 682 PALM STREET | SAN LUIS OBISPO | CA | 93401 | 237067299 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE MISSION SCHOLARSHIP | |
| 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 | CLIENT MANAGEMENT TOOL | |
| SAN LUIS OBISPO COUNTY SHERIFFS ADVISORY FOUNDATION | |||||||||||
| 1585 KANSAS AVENUE | SAN LUIS OBISPO | CA | 93405 | 770189925 | 501(C)(3) | $10,000 | $0 | N/A | N/A | AS DESCRIBED IN YOUR APPLICATION | |
| SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB | |||||||||||
| 510 E PARK AVE | SANTA MARIA | CA | 93454 | 770111371 | 501(C)(3) | $10,000 | $0 | N/A | N/A | DANCES FOR SENIORS IN THE SANTA MARIA AREA | |
| SLO4HOME | |||||||||||
| PO BOX 3901 | SAN LUIS OBISPO | CA | 93403 | 874021839 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| WHITMAN COLLEGE OFFICE OF DEVELOPMENT | |||||||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | 910567740 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| BOYS & GIRLS CLUB MID CENTRAL COAST | |||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 952468116 | 501(C)(3) | $10,970 | $0 | N/A | N/A | UNRESTRICTED | |
| HEROICA FOUNDATION | |||||||||||
| PO BOX 480077 | LOS ANGELES | CA | 90048 | 472072840 | 501(C)(3) | $11,000 | $0 | N/A | N/A | UNRESTRICTED | |
| MT CARMEL LUTHERAN CHURCH | |||||||||||
| 1701 FREDRICKS STREET | SAN LUIS OBISPO | CA | 93405 | 237224019 | 501(C)(3) | $11,000 | $0 | N/A | N/A | RESTRICTED TO REGULAR OFFERING | |
| CONCORDIA THEOLOGICAL SEMINARY | |||||||||||
| 6600 N CLINTON ST | FORT WAYNE | IN | 46825 | 370673478 | 501(C)(3) | $11,500 | $0 | N/A | N/A | RESTRICTED TO THE HANS LYCKE STIPENDIUM AT LUTHERAN SCHOOL OF THEOLOGY AT GOTHENBERG IN SUPPORT OF THEOLOGICAL EDUCATION OF STUDENT MINISTERS AND PASTORS VIA THE BO GIERTZ FUND. | |
| CAL POLY CORPORATION UNIVERSITY DEVELOPMENT | |||||||||||
| 1 GRAND AVENUE BUILDING 117 | SAN LUIS OBISPO | CA | 93407 | 951648180 | GOVERNMENT | $12,500 | $0 | N/A | N/A | TO SUPPORT CAL POLY MUSIC DEPT. - BACH WEEK | |
| ORCHESTRA NOVO | |||||||||||
| PO BOX 1555 | MORRO BAY | CA | 93443 | 474776723 | 501(C)(3) | $12,500 | $0 | N/A | N/A | YOUTH PARTICIPATION IN MUSIC, EXCLUDING NORTH COUNTY | |
| PACIFIC WILDLIFE CARE | |||||||||||
| PO BOX 1134 | MORRO BAY | CA | 93443 | 770196350 | 501(C)(3) | $14,000 | $0 | N/A | N/A | UNRESTRICTED | |
| FRIENDS OF 40PRADO | |||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $14,700 | $0 | N/A | N/A | UNRESTRICTED | |
| OPERATION SURF | |||||||||||
| PO BOX 1581 | SAN LUIS OBISPO | CA | 93406 | 263661313 | 501(C)(3) | $15,000 | $0 | N/A | N/A | UNRESTRICTED | |
| UNIVERSITY OF CALIFORNIA AGRICULTURE AND NATURAL RESOURCES | |||||||||||
| 2801 2ND STREET | DAVIS | CA | 95618 | 237327765 | 501(C)(3) | $15,029 | $0 | N/A | N/A | TO SUPPORT SLO COUNTY 4H | |
| CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION | |||||||||||
| 487 FAIR OAKS AVENUE | ARROYO GRANDE | CA | 93420 | 770560115 | 501(C)(3) | $15,369 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION | |
| SAN LUIS COASTAL EDUCATION FOUNDATION | |||||||||||
| 1500 LIZZIE ST | SAN LUIS OBISPO | CA | 93401 | 824196024 | 501(C)(3) | $18,248 | $0 | N/A | N/A | TO SUPPORT SLCEF TEACHER GRANTS. | |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN | |||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $19,000 | $0 | N/A | N/A | CHILD AND THERAPY PROGRAM | |
| BRIDGE LACROSSE DALLAS | |||||||||||
| PO BOX 190844 | DALLAS | TX | 75219 | 161671742 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||||
| 199 WATER STREET FLOOR 22 | NEW YORK | NY | 10038 | 133669731 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED | |
| FAMILY CARE NETWORK INC | |||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $20,000 | $0 | N/A | N/A | TO SUPPORT THE JOURNEY FUND IN HONOR OF SANDY RICHARDSON | |
| HESPERIAN HEALTH GUIDES | |||||||||||
| 2860 TELEGRAPH AVE | OAKLAND | CA | 94609 | 946109093 | 501(C)(3) | $20,000 | $0 | N/A | N/A | IS RESTRICTED TO SUPPORT THE DEVELOPMENT AND DISTRIBUTION OF THE SPANISH VERSION OF 'PROMOTING COMMUNITY MENTAL HEALTH' IN SLO COUNTY | |
| THE MONDAY CLUB | |||||||||||
| PO BOX 167 | SAN LUIS OBISPO | CA | 93406 | 951679667 | 501(C)(3) | $20,000 | $0 | N/A | N/A | DESIGNATED TO SUPPORT THE CLUBS CENTENNIAL ANNIVERSARY 1:1 MATCH CAMPAIGN. | |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY | |||||||||||
| 676 PISMO STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $22,597 | $0 | N/A | N/A | UNRESTRICTED | |
| MONTEREY RIDGE EDUCATIONAL FOUNDATION | |||||||||||
| 17117 4S RANCH PARKWAY | SAN DIEGO | CA | 92127 | 711015423 | 501(C)(3) | $23,457 | $0 | N/A | N/A | TO SUPPORT THE CLASSROOM OF JULES TRANDEM | |
| SENIOR NUTRITION PROGRAM DBA MEALS THAT CONNECT | |||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $24,315 | $0 | N/A | N/A | ENHANCING SENIOR HEATLH AND COMMUNITY | |
| SAN LUIS OBISPO INTERNATIONAL FILM FESTIVAL | |||||||||||
| PO BOX 1449 | SAN LUIS OBISPO | CA | 93406 | 770367414 | 501(C)(3) | $24,500 | $0 | N/A | N/A | RESTRICTED TO SUPPORT GENERAL SPONOSRSHIP PROGRAM | |
| SAN LUIS OBISPO BOTANICAL GARDEN | |||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $24,522 | $0 | N/A | N/A | UNRESTRICTED | |
| 5CITIES HOMELESS COALITION | |||||||||||
| PO BOX 558 | GROVER BEACH | CA | 93483 | 270413593 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED | |
| STORM TRYSAIL FOUNDATION | |||||||||||
| C/O LARCHMONT YACHT CLUB 1 WOODBINE | LARCHMONT | NY | 10538 | 262672182 | 501(C)(3) | $25,000 | $0 | N/A | N/A | UNRESTRICTED | AVENUE |
| YTT NORTHERN CHUMASH NONPROFIT | |||||||||||
| PO BOX 13938 | SAN LUIS OBISPO | CA | 93406 | 274006315 | 501(C)(3) | $25,000 | $0 | N/A | N/A | REGAINING LAND | |
| SOUTH COUNTY YOUTH COALITION | |||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $25,500 | $0 | N/A | N/A | UNRESTRICTED | |
| LUCIA MAR UNIFIED SCHOOL DISTRICT | |||||||||||
| 602 ORCHARD STREET | ARROYO GRANDE | CA | 93420 | 710929358 | GOVERNMENT | $26,079 | $0 | N/A | N/A | 2024-25 FIELD TRIPS FOR AHS AND NHS | |
| MOZART FESTIVAL ASSOCIATION DBA FESTIVAL MOZAIC | |||||||||||
| PO BOX 311 | SAN LUIS OBISPO | CA | 93406 | 237172087 | 501(C)(3) | $28,000 | $0 | N/A | N/A | UNRESTRICTED | |
| LOS OSOS CARES INC | |||||||||||
| PO BOX 6602 | LOS OSOS | CA | 93412 | 823047951 | 501(C)(3) | $28,500 | $0 | N/A | N/A | UNRESTRICTED | |
| SLO NOOR FOUNDATION | |||||||||||
| 1428 PHILLIPS LANE SUITE 203 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $28,700 | $0 | N/A | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO COUNTY YMCA | |||||||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952147727 | 501(C)(3) | $29,500 | $0 | N/A | N/A | UNRESTRICTED | |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | |||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $30,568 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION | |
| RACE MATTERS SLO | |||||||||||
| PO BOX 5215 | SAN LUIS OBISPO | CA | 93403 | 861879181 | 501(C)(3) | $31,000 | $0 | N/A | N/A | BLACK GIRL WELLNESS PROGRAM | |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | |||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $31,246 | $0 | N/A | N/A | UNRESTRICTED | |
| ECOLOGISTICS | |||||||||||
| 633 RAMONA AVE 103 | LOS OSOS | CA | 93402 | 272116150 | 501(C)(3) | $31,586 | $0 | N/A | N/A | UNRESTRICTED | |
| HOSPICE OF SAN LUIS OBISPO COUNTY | |||||||||||
| 1304 PACIFIC STREET | SAN LUIS OBISPO | CA | 93401 | 953195126 | 501(C)(3) | $32,000 | $0 | N/A | N/A | UNRESTRICTED | |
| KCBX RADIO CENTRAL COAST PUBLIC RADIO | |||||||||||
| 4100 VACHELL LANE | SAN LUIS OBISPO | CA | 93401 | 237292203 | 501(C)(3) | $32,008 | $0 | N/A | N/A | UNRESTRICTED | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | |||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $33,312 | $0 | N/A | N/A | UNRESTRICTED | |
| JACK'S HELPING HAND | |||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $33,500 | $0 | N/A | N/A | UNRESTRICTED | |
| WORLD CENTRAL KITCHEN | |||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | 273521132 | 501(C)(3) | $37,000 | $0 | N/A | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO MUSEUM OF ART | |||||||||||
| PO BOX 813 | SAN LUIS OBISPO | CA | 93406 | 956134270 | 501(C)(3) | $37,546 | $0 | N/A | N/A | UNRESTRICTED | |
| WOODS HUMANE SOCIETY | |||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $38,934 | $0 | N/A | N/A | UNRESTRICTED | |
| MORRO COAST AUDUBON SOCIETY | |||||||||||
| PO BOX 1507 | MORRO BAY | CA | 93443 | 237165021 | 501(C)(3) | $39,500 | $0 | N/A | N/A | GENERAL SUPPORT OF YOUR ORGANIZATION | |
| BETHEL LUTHERAN CHURCH | |||||||||||
| 295 OLD COUNTRY ROAD | TEMPLETON | CA | 93465 | 952748921 | 501(C)(3) | $50,000 | $0 | N/A | N/A | UNRESTRICTED. | |
| SLO COUNTY OFFICE OF EDUCATION | |||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | 956000938 | GOVERNMENT | $50,000 | $0 | N/A | N/A | RESTRICTED FOR THE RAISING A READER PROGRAM AT SAN LUIS COASTAL SCHOOLS | |
| CENTER FOR FAMILY STRENGTHENING | |||||||||||
| 3480 SOUTH HIGUERA SUITE 100 | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $55,125 | $0 | N/A | N/A | UNRESTRICTED | |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | |||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | 952319356 | 501(C)(3) | $56,046 | $0 | N/A | N/A | UNRESTRICTED | |
| NEW LIFE K9S | |||||||||||
| PO BOX 4412 | SAN LUIS OBISPO | CA | 93403 | 752547239 | 501(C)(3) | $60,000 | $0 | N/A | N/A | RESTRICTED TO FUND THE CONSTRUCTION OF A NEW ONSITE KENNEL FOR CANINES | |
| CASA OF SLO COUNTY | |||||||||||
| PO BOX 1168 | SAN LUIS OBISPO | CA | 93406 | 770316227 | 501(C)(3) | $66,493 | $0 | N/A | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO REPERTORY THEATRE | |||||||||||
| PO BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $67,500 | $0 | N/A | N/A | OPERATING GENERAL COSTS | |
| EL CAMINO HOMELESS ORGANIZATION | |||||||||||
| 6370 ATASCADERO AVENUE | ATASCADERO | CA | 93422 | 770545434 | 501(C)(3) | $71,300 | $0 | N/A | N/A | UNRESTRICTED | |
| JAMES W BRABECK YOUTH LEGACY FUND FOUNDATION | |||||||||||
| 1241 JOHNSON AVE 164 | SAN LUIS OBISPO | CA | 93401 | 872570873 | 501(C)(3) | $97,000 | $0 | N/A | N/A | TO SUPPORT THE SB COUNTY FAIR BUYERS COALITION | |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | |||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $101,507 | $0 | N/A | N/A | UNRESTRICTED | |
| CAL POLY FOUNDATION | |||||||||||
| I GRAND AVENUE BUILDING 117 | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $102,000 | $0 | N/A | N/A | TO BE GRANTED TO THE LYCKE TRUST, A FUND HELD AT THE CAL POLY FOUNDATION RESTRICTED TO ESTABLISH THE CAL POLY'S NOYCE SCHOOL OF APPLIED COMPUTING EDUCATIONAL "LECTURE SERIES" | |
| LUMINA ALLIANCE | |||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $103,500 | $0 | N/A | N/A | UNRESTRICTED | |
| CUESTA COLLEGE FOUNDATION | |||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | 237225601 | 501(C)(3) | $103,875 | $0 | N/A | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO SYMPHONY | |||||||||||
| 75 HIGUERA ST SUITE 160 | SAN LUIS OBISPO | CA | 93401 | 952493144 | 501(C)(3) | $34,434 | $0 | N/A | N/A | RESTRICTED TO SUPPORT GENERAL OPERATING EXPENSES | |
| CAL POLY STATE UNIVERSITY | |||||||||||
| 1 GRAND AVENUE ADMIN 212 | SAN LUIS OBISPO | CA | 93407 | 204927897 | GOVERNMENT | $210,000 | $0 | N/A | N/A | 2024 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS | |
| THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | |||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $232,314 | $0 | N/A | N/A | RESTRICTED TO SUPPORT THE LEARNING AMONG THE OAKS PROGRAM AND THE WHEELCHAIR WEDNESDAY PROGRAM | |
| SLO CLASSICAL ACADEMY | |||||||||||
| 165 GRAND AVENUE | SAN LUIS OBISPO | CA | 93405 | 203131883 | 501(C)(3) | $250,000 | $0 | N/A | N/A | RESTRICTED TO PURCHASING A NEW BUILDING, REMODELING, AND EQUIPMENT NEEDED TO ESTABLISH A NEW SCHOOL PREMISES. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 111 | 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 |
|---|---|---|---|---|---|
| MORELOS, ALYSSA SID#H20160895 | 1 | $12,000 | $0 | N/A | N/A |
| LILLY, ANNA SID#12439433 | 1 | $3,000 | $0 | N/A | N/A |
| ZELIS, ANTHONY SID# | 1 | $1,500 | $0 | N/A | N/A |
| ARROYO, ANTONIO SID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| ROBINSON, ASHLEY SID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| CHAVEZ, ASHLYNN SID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| CHAVEZ, ASHLYNN SID#XXX-XX-XXXX | 1 | $3,500 | $0 | N/A | N/A |
| MITCHELL, ASHTON SID#26356115 | 1 | $1,500 | $0 | N/A | N/A |
| DAWES, AUDREY SID #XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| COX, AVA SID# XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| CHEN, BENJAMIN | 1 | $1,250 | $0 | N/A | N/A |
| CADENA, BIANCA SID#XXX-XX-XXXX | 1 | $2,500 | $0 | N/A | N/A |
| BORMACOFF, BROOKLYN SID #XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| THIBODEAUX, CAMILE SID#9002800259 | 1 | $5,000 | $0 | N/A | N/A |
| MAMARADLO, CASSIOPEIA SID# XXX-XX-XXXX | 1 | $3,000 | $0 | N/A | N/A |
| GONZALEZ, CHRISTIAN SID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| WILSON, CLAIRE SID#1010866261 | 1 | $12,000 | $0 | N/A | N/A |
| GARCIA, DAISY SID#XXX-XX-XXXX | 1 | $1,500 | $0 | N/A | N/A |
| DAISY RODRIQUEZ GALINDO SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| LEON, DARIANNA SID#XXX-XX-XXXX | 1 | $20,000 | $0 | N/A | N/A |
| FLORES, DARLENE SID#2105855 | 1 | $1,000 | $0 | N/A | N/A |
| JAUREGUY, DAWSON SID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| BALDERAS, DULCE SID# XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| ABDULAZIZ, ELENA SID#XXX-XX-XXXX | 1 | $6,000 | $0 | N/A | N/A |
| CHAVEZ, ELIDIA SID#XXX-XX-XXXX | 1 | $3,500 | $0 | N/A | N/A |
| SENNES, ELLIOT SID# 10935033 | 1 | $3,500 | $0 | N/A | N/A |
| EULATE, ESTELLA SID# 07700016090 | 1 | $12,000 | $0 | N/A | N/A |
| LACOVELLI BARAJA, EVE SID#XXX-XX-XXXX | 1 | $12,000 | $0 | N/A | N/A |
| SILVA, GABRIELLA SID#30720748 | 1 | $10,000 | $0 | N/A | N/A |
| BLYTHE, GAVIN SID #3623503 | 1 | $5,000 | $0 | N/A | N/A |
| DOMENGHI, GEORGIA SID# XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| WHEELER, GEORGIANNA SID#XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| COSTA, GRACEYN SID#U1520030 | 1 | $10,000 | $0 | N/A | N/A |
| KEELING, GRAHAM SID #A2P5U66 | 1 | $10,000 | $0 | N/A | N/A |
| KNOLLENBERG, HAYLEE SID# A18294237 | 1 | $10,000 | $0 | N/A | N/A |
| WU, HUIYI SID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| RATZAT, IRIS SID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| PRUETT, ISAAC SID#XXX-XX-XXXX | 1 | $3,500 | $0 | N/A | N/A |
| ALVAREZ, ROSAS SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| RODRIGUEZ, ISABEL SID#A275P90 | 1 | $2,000 | $0 | N/A | N/A |
| RODRIGUEZ, ISABEL SID#A275P90 | 1 | $3,500 | $0 | N/A | N/A |
| TOVAR DIAZ, JAQUELYN SID#7700016375 | 1 | $1,000 | $0 | N/A | N/A |
| LEYVA, JEREMIAH SID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| CLACK, JOLIE SID#2151954 | 1 | $5,000 | $0 | N/A | N/A |
| NORTHCOTE, JOSEPH SID#XXX-XX-XXXX | 1 | $20,000 | $0 | N/A | N/A |
| CANTRELL, JUSHUA SID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| RENDON, JOSHUA SID#30708411 | 1 | $10,000 | $0 | N/A | N/A |
| FLORES, JOVANA SID#30282518 | 1 | $5,000 | $0 | N/A | N/A |
| BYRUM, KADEN SID#30217492 | 1 | $1,000 | $0 | N/A | N/A |
| LUN, KAREN SID #61711775 | 1 | $12,000 | $0 | N/A | N/A |
| WHITE, KAYA LEE SID#30053393 | 1 | $8,000 | $0 | N/A | N/A |
| MELENDEZ, KAYD SID#00855797 | 1 | $1,000 | $0 | N/A | N/A |
| RAILSBACK, KEEGAN SID# | 1 | $5,000 | $0 | N/A | N/A |
| TORAL, KELLY, SID #30729549 | 1 | $12,000 | $0 | N/A | N/A |
| ASCENCIO, KEYLANI SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| PATEL, KRUPA SID#XXX-XX-XXXX | 1 | $3,500 | $0 | N/A | N/A |
| SHEA, LAILA SID#30592893 | 1 | $1,000 | $0 | N/A | N/A |
| MCLAIN, LANDON SID# XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| MARCIAL-PALOMARES, LAURITA SID#29738767 | 1 | $1,000 | $0 | N/A | N/A |
| WOFFINDEN, LEVI SID# 03051921 | 1 | $2,500 | $0 | N/A | N/A |
| PETERSON, LUCY, 2024 THOMA BALLET SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| LUIS NAVA RODRIGUEZ SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| BULLOCK, MAISIE SID# 30119043 | 1 | $3,500 | $0 | N/A | N/A |
| BEAN, MARAKA SID#C12720699 | 1 | $5,000 | $0 | N/A | N/A |
| GRAEBNER, MATTHEW SID #XXX-XX-XXXX | 1 | $10,000 | $0 | N/A | N/A |
| WOOTEN, MIARA SID #AZN6U41 | 1 | $1,500 | $0 | N/A | N/A |
| PEREZ-CORBITT, ADRIAN ID#XXX-XX-XXXX | 1 | -$1,000 | $0 | N/A | N/A |
| GARCIA, ANTHONY SID#1324454 | 1 | $1,000 | $0 | N/A | N/A |
| ANDERSON, FINN, SID# XXX-XX-XXXX | 1 | $3,000 | $0 | N/A | N/A |
| OLIVIO, GABRIEL SID#XXX-XX-XXXX | 1 | $750 | $0 | N/A | N/A |
| PEREZ-PEDRAZA, ISRAEL SID# XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| PURCHASING MATERIALS FOR A GALLERY IN DECEMBER | 1 | $2,000 | $0 | N/A | N/A |
| SHINGLOT, HEER SID# 006-226-248 | 1 | $2,000 | $0 | N/A | N/A |
| HASTINGS, JASMINE SID#3244668 | 1 | $2,000 | $0 | N/A | N/A |
| ALVARADO, JOCELYN SID#3040423740 | 1 | $750 | $0 | N/A | N/A |
| KELLER, LEXI SID# 983476 | 1 | $1,000 | $0 | N/A | N/A |
| RODRIGUEZ, SARAH SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| MARROQUIN, STEPHANIE SID# XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| BOYD, NATALIE SID#XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| HOSN, NATALIE SID#3040643921 | 1 | $1,000 | $0 | N/A | N/A |
| GETTEN, RACHEL, 2024 THOMA BALLET SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| MARTINEZ, RAMSES SID# XXX-XX-XXXX | 1 | $3,575 | $0 | N/A | N/A |
| MOREAU, RAMSEY SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| MILDER, RILEY SID#30316136 | 1 | $1,000 | $0 | N/A | N/A |
| SHEPPARD-KEENEY, RILEY SID#2128545 | 1 | $1,000 | $0 | N/A | N/A |
| FARIAS, ROSALVA SID#XXX-XX-XXXX | 1 | $12,000 | $0 | N/A | N/A |
| WAGNER, SADIE SID#1809915 | 1 | $3,360 | $0 | N/A | N/A |
| HUANG, SAM SID# XXX-XX-XXXX | 1 | $1,250 | $0 | N/A | N/A |
| REYES, SAMANTHA SID#21173755 | 1 | $12,000 | $0 | N/A | N/A |
| MARANO, SEBASTIAN DOMINIC SID#63849481 | 1 | $4,150 | $0 | N/A | N/A |
| MARANO, SEBASTIAN DOMINIC SID# 63849481 | 1 | $3,500 | $0 | N/A | N/A |
| WULFING, SERENITY SID#3040611603 | 1 | $4,000 | $0 | N/A | N/A |
| LUCERO, SHANNON, SPIRIT OF THE CLASS OF '49 SCHOLARSHIP AWARD | 1 | $500 | $0 | N/A | N/A |
| GRANDOS, SHEYLA SID#XXX-XX-XXXX | 1 | $1,000 | $0 | N/A | N/A |
| BOSCARO, SIENA SID#A20475403 | 1 | $1,000 | $0 | N/A | N/A |
| MCENTIRE, SKYLER SID#30684829 | 1 | $5,000 | $0 | N/A | N/A |
| LONGMAN, SOPHIA SID#XXX-XX-XXXX | 1 | $3,500 | $0 | N/A | N/A |
| KEEP, TAYLER SID #75-582-9714 | 1 | $5,000 | $0 | N/A | N/A |
| MACHADO, TRAVIS SID#H20049431 | 1 | $5,000 | $0 | N/A | N/A |
| TAPIA, TYLER SID# | 1 | $5,000 | $0 | N/A | N/A |
| MARTINEZ, VALERIA SID# XXX-XX-XXXX | 1 | $5,000 | $0 | N/A | N/A |
| MERSON, VALERIE SID#XXX-XX-XXXX | 1 | $2,000 | $0 | N/A | N/A |
| THOMPSON, VAN SID#XXX-XX-XXXX | 1 | $1,500 | $0 | N/A | N/A |
| ZARATE-CAMACHO, YAHIR SID#XXX-XX-XXXX | 1 | $1,000 | $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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEIDI MCPHERSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $218,700 | $0 | $6,044 | $0 | $0 | $0 | $6,742 | $0 | $0 | $0 | $231,486 | $0 | $0 | $0 |
| MICHAEL JONES | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $157,644 | $0 | $4,650 | $0 | $0 | $0 | $1,942 | $0 | $0 | $0 | $164,236 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $349,269 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTIVE MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS BROKERAGE ACCOUNTS TO ENABLE DONORS TO TRANSFER STOCK. THE GIFTS OF STOCK ARE THEN SOLD AND THE PROCEEDS DEPOSITED INTO THE FOUNDATION'S ACCOUNTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS FOUNDATION'S CHIEF FINANCIAL OFFICER, 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 541,865. |
| 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 | $541,865 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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