2020-08-13T16:43:46-05:00 2019-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2019-01-01 264703396 HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE HARO 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 HOWARD CARROLL TRUSTEE 8055410178 2020-08-11 1 JAYME PHILLIPS P00145584 8055412500 2019 2022-09-23 18:48:47Z X 11435434 X 1000000 1520 1520 292549 292549 55119 55119 50210 411187 3678410 411187 1363 1363 1761738 761738 70000 28000 42000 12120 12120 0 3090 3090 0 83183 66547 16636 12446 12446 0 4935 2482 2453 185774 124685 61089 2291895 2291895 2477669 124685 2352984 -715931 637053 392227 422887 422887 780000 780000 780000 780000 9879709 9133118 10232547 11051936 10336005 11435434 0 0 X 0 0 0 0 11051936 10336005 11051936 10336005 11051936 10336005 11051936 -715931 0 10336005 0 10336005 PUBLICLY TRADED SECURITIES - MERRILL LYNCH P 845536 840395 5141 5141 PUBLICLY TRADED SECURITIES - MERRILL LYNCH P 2802783 2426828 375955 375955 SALE OF EASEMENT P 28298 28298 28298 CAPITAL GAINS DIVIDENDS P 1793 1793 1793 411187 0 3599863 12251541 0.293829 691609 14448304 0.047868 587258 13576156 0.043257 706884 14185369 0.049832 730927 14389241 0.050797 0.485583 0.097117 9589311 931285 6371 937656 2352984 X 6371 0 6371 0 6371 8475 0 0 8475 X 0 2104 2104 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.MIOSSICHARITABLETRUST.ORG HOWARD CARROLL 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOWARD CAROLL PO BOX 1025 SAN LUIS OBISPO CA 93406 TRUSTEE 20.00 70000 0 0 NONE 0 NONE 0 0 8955341 0 780000 9735341 0 0 9735341 146030 9589311 479466 479466 6371 6371 473095 0 473095 0 473095 2352984 0 2352984 6371 2346613 473095 0 0 2619972 2619972 2352984 0 0 0 473095 1879889 0 0 4499861 0 0 0 0 0 0 0 4499861 2619972 1879889 HOWARD CARROLL TRUSTEE PO BOX 1025 SAN LUIS OBISPO CA 934061025 8055410178 APPLICATION PACKAGE, AS DETAILED ON THE ON-LINE WEBSITE, INCLUDING THE GRANT APPLICATION, ORGANIZATION SUMMARY, DESCRIPTION OF SPECIFIC REQUEST, MONITORING & EVALUATION INFORMATION, ORGANIZATIONAL BUDGET, PROJECT BUDGET, OTHER FUNDING SOURCES, BOARD MEMBER LIST, TAX STATUS LETTER, COPY OF FINANCIAL STATEMENTS. FROM JANUARY 1 THROUGH MAY 30 EACH YEAR THE FOUNDATION PROVIDES GRANTS ONLY TO CALIFORNIA BASED CHARITABLE ORGANIZATIONS FOR PROJECTS BENEFITING SAN LUIS OBISPO COUNTY RESIDENTS. THE FOUNDATION PRIORITY ARE PROJECTS FOCUSED IN SIX KEY AREAS OF SUPPORT FOR SAN LUIS OBISPO COUNTY RESIDENTS, INCLUDING ANIMAL RELATED (PROTECTION OF ANIMALS AND ANIMAL RIGHTS), EDUCATION (PROGRAMMING FOR ALL AGES, WITH PARTICULAR FOCUS ON COLLEGE READINESS), ENVIRONMENTAL PROTECTION (INCLUDING OPEN SPACE, GREEN TECHNOLOGY, SUSTAINABLE AGRICULTURE), CATHOLIC CHURCH (SUPPORT PROGRAMS AND IMPROVEMENTS FOR STAFF & PARISHIONERS, AS WELL AS CAPITAL IMPROVEMENTS), FINE ARTS (PUBLIC ART PROJECTS), AND YOUTH DEVELOPMENT (EXPOSURE TO DIFFERENT IDEAS AND OPINIONS, PROVIDING ACCESS TO OPPORTUNITIES YOUTH WOULD NOT OTHERWISE HAVE AVAILABLE). BIG BROTHERS BIG SISTERS OF SLO COUNTY PO BOX 12644 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY BIG BROTHERS BIG SISTERS 20000 CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY CUESTA COLLEGE PROMISE 3OF3 334946 MORRO BAY FOUNDATION PO BOX 131 MORRO BAY CA 93443 PUBLIC CHARITY MICRO-INVERTEBRATE STUDY. 25440 ONE COOL EARTH PO BOX 150 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY PACHECO SCHOOL GARDEN 15000 POINT SAN LUIS LIGHTHOUSE KEEPERS PO BOX 13556 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY EXPAND STUDENT TOUR PROGRAM 3959 SLO COMMUNITY FOUNDATION 550 DANA ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY COLLEGE NIGHT 25000 SLO COUNTY AGRICULTURE EDUCATION COMMITTEE 651 TANK FARM ROAD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY AGVENTURE FUNDING 2012 15000 SLO SYMPHONY INC 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SCHOLARSHIPS FOR STRINGS IN THE SCHOOL 10000 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY SPAY NEUTER PROGRAM 7348 CL SMITH ELEMENTARY SCHOOL 1375 BALBOA ST SAN LUIS OBISPO CA 93405 PUBLIC CHARITY PRINTING COSTS - YOU CAN BE THAT CAT 1763 CENTRAL COAST FUNDS FOR CHILDREN PO BOX 1046 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SUPPORT BASIC NEEDS FOR CHILDREN 0-18. 5000 CENTRAL COAST SALMON ENHANCEMENT 229 STANLEY AVE ARROYO GRANDE CA 93420 PUBLIC CHARITY TROUT IN CLASSROOM SLOUSD 49564 COMMUNITY COUNSELING CENTER SLO 676 PISMO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PURCHASE & OPERATING CAMPAIGN 100000 CASA 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SUPPORT FOR COURT DEPENDENT CHILDREN 12000 FRENCH MEDICAL FOUNDATION 1911 JOHNSON AVE SAN LUIS OBISPO CA 93401 PUBLIC CHARITY HAROLD MIOSSI GARDEN TERRACE 363500 MORRO BAY IN BLOOM INC PO BOX 782 MORRO BAY CA 93443 PUBLIC CHARITY ADA COMPLIANT GREENHOUSE 10000 NATIVITY OF OUR LADY CATHOLIC CHURCH 221 DALY AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY 50% CAPITAL CAMPAIGN FOR ATRIUM 387125 SLO EDUCATION FOUNDATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY INTEGRATED PROJECT-BASED LEARNING INITIATIVE 100000 SLO MASTERS CHORALE PO BOX 3318 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY FREE LECTURE SERIES 2019-2020. 2500 SLO RAILROAD MUSEUM 1940 SANTA BARBARA AVE SAN LUIS OBISPO CA 93401 PUBLIC CHARITY INSTALLATION OF PHOTOVOLTIAC SYSTEM FOR MUSEUM 10000 SLO REPERTORY THEATRE 888 MORRO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY NEED BASED SCHOLARSHIPS TO ACT & SLO PROGRAMS 2500 SLO SURFRIDER FOUNDATION PO BOX 13222 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SUPPLIES FOR TWO MARINE SUMMER TEEN CAMPS 1250 THE LAND CONSERVANCY OF SLO COUNTY 1137 PACIFIC ST STE A SAN LUIS OBISPO CA 93401 PUBLIC CHARITY MILKING PARLOR AND OPEN SPACE COMMONS 640000 THE MONDAY CLUBHOUSE CONSERVANCY 1815 MONTEREY ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY CAPITAL CAMPAIGN CONTRIBUTION FOR IMPROVEMENTS 135000 TRANSITIONS MENTAL ASSOCIATION 784 HIGH ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY MENTAL HEALTH & SUICIDE TRAINING IN SLO SCHOOLS 15000 2291895 0 14 1520 14 292549 16 50210 14 1363 01 411187 0 756829 0 756829 0 0 0 0 0 0 0 0 0 0 X X 1 SAN LUIS OBISPO MUSEUM OF ART 1010 BROAD STREET SAN LUIS OBISPO CA 93401 1000000 X ACCOUNTING 3090 3090 0 OTHER INVESTMENTS AT COST 9133118 10232547 LEGAL 12120 12120 0 INSURANCE 4156 2078 2078 DUES & MEMBERSHIPS 750 375 375 OFFICE EXPENSE 29 29 0 MISC INCOME 1363 1363 1363 ADVISORY FEES 83183 66547 16636 FOREIGN TAXES ON INVESTMENTS 7452 7452 0 SECRETARY OF STATE 85 85 0 PROPERTY TAX 4909 4909 0