COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202021929349302332
- Schema version
- 2019v5.1
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T15:44:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLYN SPILLER | PreparerPersonNm |
| PTIN | P01491937 | PTIN |
| Phone | 8058880242 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.152.103.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 10:42:30 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ABE6771C9353FD4D15446E93B6E05B7174562F43 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ABE6771C9353FD4D15446E93B6E05B7174562F43 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $25,122,863 | 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 | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,282,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,529,846 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,971,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,436,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $105,661 | PYOtherRevenueAmt |
| CY Other Revenue | -$472,036 | CYOtherRevenueAmt |
| PY Total Revenue | $4,359,829 | PYTotalRevenueAmt |
| CY Total Revenue | $7,494,555 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,002,381 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,205,326 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $583,910 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $679,546 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $176,973 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $525,204 | PYOtherExpensesAmt |
| CY Other Expenses | $623,267 | CYOtherExpensesAmt |
| PY Total Expenses | $4,111,495 | PYTotalExpensesAmt |
| CY Total Expenses | $3,508,139 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $248,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,986,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,171,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,002,390 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,979,324 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,477,884 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,192,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,524,506 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,890,592 | ExpenseAmt |
| Grant | $2,205,326 | 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 | $2,890,592 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 (17 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 |
|---|---|---|---|---|---|---|---|
| TOM SHERMAN | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF BUCKINGHAM | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOAN PARKER | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDY DUNN | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM BRABECK | |||||||
| 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 | ||
| BEN MCADAMS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| STEVE MCCARTY | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| ANITA ROBINSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA SOMERS SMITH | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL THOMA | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KATH TOMPKINS | |||||||
| 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) | $154,280 | $0 | $4,866 | 5.00 | |
| PATRICIA HAMMOND | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $100,000 | $0 | $148 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $254,280 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,014 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $73,632 | FundraisingAmt |
| All Other Contributions | $4,456,214 | AllOtherContributionsAmt |
| Noncash Contributions | $681,851 | NoncashContributionsAmt |
| Total Contributions | $4,529,846 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,708,174 | TotalRevenueColumnAmt |
| Exclusion | $1,708,174 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,319,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,590,938 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,728,571 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,728,571 | TotalRevenueColumnAmt |
| Exclusion | $1,728,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $73,632 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $37,370 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,230 | TotalRevenueColumnAmt |
| Exclusion | $38,230 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $84,856 | $84,856 |
| CHANGE IN SPLIT INTEREST | 900099 | $325 | $325 |
| INCOME HELD FOR OTHERS | 900099 | -$595,447 | -$595,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$510,266 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,494,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$510,266 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,474,975 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,156 | TotalAmt |
| Program Services | $2,001,156 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,170 | TotalAmt |
| Program Services | $204,170 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,280 | TotalAmt |
| Program Services | $88,998 | ProgramServicesAmt |
| Management And General | $114,426 | ManagementAndGeneralAmt |
| Fundraising | $50,856 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,448 | TotalAmt |
| Program Services | $110,057 | ProgramServicesAmt |
| Management And General | $141,501 | ManagementAndGeneralAmt |
| Fundraising | $62,890 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,516 | TotalAmt |
| Program Services | $5,081 | ProgramServicesAmt |
| Management And General | $6,532 | ManagementAndGeneralAmt |
| Fundraising | $2,903 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,480 | TotalAmt |
| Program Services | $19,068 | ProgramServicesAmt |
| Management And General | $24,516 | ManagementAndGeneralAmt |
| Fundraising | $10,896 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,822 | TotalAmt |
| Program Services | $14,638 | ProgramServicesAmt |
| Management And General | $18,820 | ManagementAndGeneralAmt |
| Fundraising | $8,364 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,468 | TotalAmt |
| Program Services | $4,702 | ProgramServicesAmt |
| Management And General | $5,064 | ManagementAndGeneralAmt |
| Fundraising | $4,702 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,315 | TotalAmt |
| Management And General | $24,315 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,951 | TotalAmt |
| Program Services | $333,951 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,580 | TotalAmt |
| Management And General | $21,580 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469 | TotalAmt |
| Program Services | $155 | ProgramServicesAmt |
| Management And General | $159 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,954 | TotalAmt |
| Program Services | $6,585 | ProgramServicesAmt |
| Management And General | $6,784 | ManagementAndGeneralAmt |
| Fundraising | $6,585 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,891 | TotalAmt |
| Program Services | $16,464 | ProgramServicesAmt |
| Management And General | $16,963 | ManagementAndGeneralAmt |
| Fundraising | $16,464 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,297 | TotalAmt |
| Program Services | $5,708 | ProgramServicesAmt |
| Management And General | $5,881 | ManagementAndGeneralAmt |
| Fundraising | $5,708 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,692 | TotalAmt |
| Program Services | $3,528 | ProgramServicesAmt |
| Management And General | $3,636 | ManagementAndGeneralAmt |
| Fundraising | $3,528 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,238 | TotalAmt |
| Program Services | $18,888 | ProgramServicesAmt |
| Management And General | $19,461 | ManagementAndGeneralAmt |
| Fundraising | $18,889 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,159 | TotalAmt |
| Program Services | $1,039 | ProgramServicesAmt |
| Management And General | $15,526 | ManagementAndGeneralAmt |
| Fundraising | $594 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $104,531 | $104,531 | ||
| MISCELLANEOUS | $35,566 | $11,645 | $12,276 | $11,645 |
| PROGRAM EXPENSE | $11,403 | $4,281 | $7,122 | |
| MEMBERSHIP DUES AND SUB | $9,218 | $3,042 | $3,134 | $3,042 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$104,465 | TotalAmt |
| Program Services | -$67,095 | ProgramServicesAmt |
| Fundraising | -$37,370 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,508,139 | TotalAmt |
| Program Services | $2,890,592 | ProgramServicesAmt |
| Management And General | $440,574 | ManagementAndGeneralAmt |
| Fundraising | $176,973 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,334 | BOYAmt |
| EOY | $436,464 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,834,088 | BOYAmt |
| EOY | $3,446,537 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,483 | BOYAmt |
| EOY | $455,574 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,536 | BOYAmt |
| EOY | $7,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,001,191 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $473,098 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,270 | BOYAmt |
| EOY | $1,528,093 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,231,535 | BOYAmt |
| EOY | $22,136,813 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,989,764 | BOYAmt |
| EOY | $34,522,396 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,535 | BOYAmt |
| EOY | $2,468,538 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,171,545 | BOYAmt |
| EOY | $65,002,390 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,068 | BOYAmt |
| EOY | $53,354 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,433 | BOYAmt |
| EOY | $267,243 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,092,886 | BOYAmt |
| EOY | $3,346,475 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,937 | BOYAmt |
| EOY | $810,812 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979,324 | BOYAmt |
| EOY | $4,477,884 | 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 | $9,112,649 | BOYAmt |
| EOY | $48,774,945 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,079,572 | BOYAmt |
| EOY | $11,749,561 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,192,221 | BOYAmt |
| EOY | $60,524,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,171,545 | BOYAmt |
| EOY | $65,002,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,986,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,108,017 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $237,852 | 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 | $5,650,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,978,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,156,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,160,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,523,066 | CurrentTaxYearAmt |
| Total | $19,467,904 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,650,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,978,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,156,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,160,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,523,066 | CurrentTaxYearAmt |
| Total | $19,467,904 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,467,904 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,200,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,220,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,332,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,391,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,708,174 | CurrentTaxYearAmt |
| Total | $6,853,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,321,007 | TotalSupportAmt |
| Public Support CY170 | 0.73960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78320 | 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 | 93 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,859,214 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $993,329 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,792,612 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,474,090 | BeginningYearBalanceAmt |
| Contributions | $2,071,884 | ContributionsAmt |
| Investment Earnings Or Losses | $2,786,355 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,901,809 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,430,520 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,777,574 | BeginningYearBalanceAmt |
| Contributions | $5,038,530 | ContributionsAmt |
| Investment Earnings Or Losses | -$345,872 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,996,142 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,474,090 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50000 | 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 | $265,625 | DepreciationAmt |
| Book Value | $1,009,375 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $207,473 | DepreciationAmt |
| Book Value | $93,718 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,528,093 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OPEN-ENDED MUTUAL FUNDS | $4,817,730 | F |
| CLOSE-ENDED MUTUAL FUNDS | $13,083,961 | F |
| FIXED INCOME | $14,268,553 | F |
| HEDGE FUNDS | $1,697,554 | F |
| CASH EQUIVALENTS | $654,598 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,522,396 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $8,263 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $802,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $810,812 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,907,663 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,108,017 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,406 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $279,685 | OtherRevenueAmt |
| Revenue Not Reported | $6,413,108 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,494,555 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,494,555 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,241,528 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,406 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$292,017 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$266,611 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,508,139 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,508,139 | 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, 2019 AND 2018, 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 | $149,232 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,632 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,600 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $16,272 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,404 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,694 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $149,232 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $73,632 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,600 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $16,272 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,404 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,694 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,370 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $38,230 | 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 (141 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| STAND STRONG | ||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $100,000 | $0 | N/A | N/A | TO SUPPORT YOUTH COUNSELING PROGRAM PER EXHIBIT A OF GRANT AGREEMENT |
| RESTORATIVE PARTNERS INC | ||||||||||
| 3220 S HIGUERA STREET SUITE103A | SAN LUIS OBISPO | CA | 93401 | $50,000 | $0 | N/A | N/A | TO SUPPORT LYONHEART PLACE IN SLO, CA | ||
| THE MONDAY CLUBHOUSE CONSERVANCY | ||||||||||
| PO BOX 167 | SAN LUIS OBISPO | CA | 93406 | $50,000 | $0 | N/A | N/A | CAPITAL PROJECTS CAMPAIGN | ||
| COURTNEY'S HOUSE | ||||||||||
| 311 6TH STREET | TEMPLETON | CA | 93465 | 461161039 | $50,000 | $0 | N/A | N/A | FIG AT COURTNEY?S HOUSE | |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | GOVERNMENT | $40,000 | $0 | N/A | N/A | TO SUPPORT RAISING A READER | |
| JACK'S HELPING HAND | ||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $35,000 | $0 | N/A | N/A | UNRESTRICTED |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $30,000 | $0 | N/A | N/A | YOUTH TREATMENT PROGRAM (YTP) & MENTAL HEALTH SERVICES |
| SLOW MONEY SAN LUIS OBISPO | ||||||||||
| 1288 11TH STREET | LOS OSOS | CA | 93402 | 822069002 | $25,000 | $0 | N/A | N/A | SUPPORT THE SOCIAL ENTERPRISE KITCHEN INCUBATOR PROJECT | |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $24,879 | $0 | N/A | N/A | ANNUAL DISTRBUTION |
| FRIENDS OF HEARST CASTLE | ||||||||||
| 700 HEARST CASTLE ROAD | SAN SIMEON | CA | 93452 | 770068533 | 501(C)(3) | $20,000 | $0 | N/A | N/A | UNRESTRICTED |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $20,000 | $0 | N/A | N/A | CELEBRE |
| WOODS HUMANE SOCIETY | ||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $20,000 | $0 | N/A | N/A | CHALLENGE CAMPAIGN MATCH - CANINES ONLY |
| LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $20,000 | $0 | N/A | N/A | ANNUAL DISTRBUTION PER DONOR. |
| MORRO COAST AUDUBON SOCIETY | ||||||||||
| PO BOX 1507 | MORRO BAY | CA | 93443 | 237165021 | $20,000 | $0 | N/A | N/A | ANNUAL DISTRBUTION PER DONOR. | |
| SLOW MONEY SAN LUIS OBISPO | ||||||||||
| 1288 11TH STREET | LOS OSOS | CA | 93402 | 822069002 | $20,000 | $0 | N/A | N/A | AGENCY DISTRIBUTION | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $20,000 | $0 | N/A | N/A | IN SUPPORT OF MENTAL HELATH FIRST AID PROGRAM |
| ACHIEVEMENT HOUSE INC | ||||||||||
| 3003 CUESTA COLLEGE ROAD | SAN LUIS OBISPO | CA | 93405 | 952078260 | 501(C)(3) | $18,500 | $0 | N/A | N/A | TO SUPPORT ACTIVITY CENTER AND VARIOUS PROGRAMS - SEE AWARD LETTER |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE B-4 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $18,000 | $0 | N/A | N/A | TO SUPPORT PROGRAMS SERVING VINEYARD AND FARM WORKERS, AND THEIR FAMILIES |
| OROVILLE HOPE CENTER | ||||||||||
| 1950 KITRICK AVE SUITE A | OROVILLE | CA | 95966 | 201594318 | $16,500 | $0 | N/A | N/A | SUPPORT FOR CAMP FIRE | |
| SAN LUIS COASTAL UNIFIED SCHOOL DIST | ||||||||||
| 1500 LIZZIE STREET | SAN LUIS OBISPO | CA | 93401 | GOVERNMENT | $15,811 | $0 | N/A | N/A | 2019 SPRING TEACH GRANTS | |
| WILLIE L BROWN JR CENTER ON POLITICS AND PUBLIC SERVICE | ||||||||||
| 170 COLUMBUS AVE SUITE 240 | SAN FRANCISCO | CA | 94133 | $15,209 | $0 | N/A | N/A | TO SUPPORT THE PRODUCTION OF THE DOCUMENTARY OF HIS LIFE | ||
| FRESH START | ||||||||||
| 907 HATCHER LANE | COLUMBIA | TN | 38401 | 475304890 | $15,000 | $0 | N/A | N/A | COM ENHANCEMENT | |
| TOLOSA CHILDREN'S DENTAL CLINIC | ||||||||||
| 717 WALNUT DRIVE | PASO ROBLES | CA | 93446 | 770346861 | 501(C)(3) | $15,000 | $0 | N/A | N/A | HEALTHY SMILES (VIRTUAL DENTAL SCREENINGS - SHANDON ELEMENTARY SCHOOL) |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $15,000 | $0 | N/A | N/A | THERAPEUTIC EARLY CHILDHOOD EDUCATION |
| BOYS & GIRLS CLUB OF NORTH SLO COUNTY | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 770272094 | 501(C)(3) | $15,000 | $0 | N/A | N/A | TO SUPPORT THE SMART GIRLS PROGRAM |
| MEADE CANINE RESCUE | ||||||||||
| PO BOX 252 | CRESTON | CA | 934320252 | 271940144 | 501(C)(3) | $15,000 | $0 | N/A | N/A | TO SUPPORT MEDICAL, SURGICAL, DENTAL, SPAY, AND NEUTERING EXPENSES. |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $15,000 | $0 | N/A | N/A | TO SUPPORT THE MENTOR COMPONENT OF SAM PRGM |
| SLOW MONEY SAN LUIS OBISPO | ||||||||||
| 1288 11TH STREET | LOS OSOS | CA | 93402 | 822069002 | $13,950 | $0 | N/A | N/A | DISTRIBUTION | |
| CRAFT MEMORIAL UNITED METHODIST CHURCH | ||||||||||
| 907 HATHCHER LANE | COLUMBIA | TN | 38401 | $13,000 | $0 | N/A | N/A | TO SUPPORT CRAFT MEMORIAL AND DISTRIBUTED UNDER CRAFT'S DISCRETION, WITH DONOR RECOMMENDATION TO COVER PASTOR MCGOWAN EXPENSES AND PROGRAMS | ||
| WASHBURN UNIVERSITY FOUNDATION | ||||||||||
| 1729 SW MACVICAR AVENUE | TOPEKA | KS | 666043128 | 436105561 | $10,500 | $0 | N/A | N/A | DESIGNATED FOR THE POLITICAL SCIENCE DEPARTMENT | |
| BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY | ||||||||||
| PO BOX 356 | PISMO BEACH | CA | 93448 | 953214113 | $10,000 | $0 | N/A | N/A | SENIOR DANCES | |
| LOS OSOS COMMUNITY SERVICES DISTRICT | ||||||||||
| 2122 9TH STREET SUITE 106 | LOS OSOS | CA | 93412 | $10,000 | $0 | N/A | N/A | DISTRIBUTION | ||
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | RELIGIOUS | $10,000 | $0 | N/A | N/A | UNRESTRICTED SUPPORT | |
| CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $10,000 | $0 | N/A | N/A | DADS WITH DAUGHTERS |
| MONTEREY RIDGE EDUCATIONAL FOUNDATION | ||||||||||
| 17117 4S RANCH PARKWAY | SAN DIEGO | CA | 921278853 | 711015423 | $10,000 | $0 | N/A | N/A | TO SUPPORT CLASSROOM OF JULES TRANDEM | |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE B-4 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | ||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 931011606 | 952319356 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| MISSION COLLEGE PREPARATORY SCHOOL | ||||||||||
| 682 PALM STREET | SAN LUIS OBISPO | CA | 93401 | 237067299 | 501(C)(3) | $10,000 | $0 | N/A | N/A | EDUCATION |
| CASACOURT APPOINTED SPECIAL ADVOCATES OF SLO COUNTY | ||||||||||
| PO BOX 1168 | SAN LUIS OBISPO | CA | 93406 | 770316227 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT CHILD ADVOCATE SERVICES |
| FRIENDSHIP ADULT DAY CARE CENTER | ||||||||||
| 89 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | 953398938 | 501(C)(3) | $10,000 | $0 | N/A | N/A | LIFE ENRICHMENT ACTIVITY PROGRAM |
| CASA SOLANA INC | ||||||||||
| 383 S 13TH STREET | GROVER BEACH | CA | 93433 | 953751698 | $10,000 | $0 | N/A | N/A | TO SUPPORT THE SOBER LIVING PROGRAM | |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE CHILDREN'S & THE SENIOR'S FARMERS MARKETS |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | RELIGIOUS | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| RISE | ||||||||||
| PO BOX 630 | PASO ROBLES | CA | 93447 | 770068977 | 501(C)(3) | $10,000 | $0 | N/A | N/A | YOUTH COUNSELING PROGRAM |
| BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12644 | SAN LUIS OBISPO | CA | 93406 | 770348487 | 501(C)(3) | $10,000 | $0 | N/A | N/A | BUILDING RESILIENCE VIA YOUTH MENTORING |
| PACIFIC WILDLIFE CARE | ||||||||||
| PO BOX 1134 | MORRO BAY | CA | 934431134 | 770196350 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT EDUCATION & OUTREACH; AND FOR UNRESTRICTED USE |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $10,000 | $0 | N/A | N/A | NUTRITION EDUCATION PROGRAM |
| JACK'S HELPING HAND | ||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $10,000 | $0 | N/A | N/A | UNRESTRICTED |
| LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $10,000 | $0 | N/A | N/A | COM ENHANCEMENT |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY (CCC) | ||||||||||
| 676 PISMO STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT MENTAL HEALTH COUNSELING SERVICES/ ANONYMOUS DONOR |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | RELIGIOUS | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | RELIGIOUS | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| CENTRAL COAST AG NETWORK | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TO SUPPORT THE CITY FARM - SLO |
| ONE COOL EARTH | ||||||||||
| PO BOX 150 | SAN DIEGO | CA | 93406 | 341939404 | 501(C)(3) | $10,000 | $0 | N/A | N/A | EARTH GENIUS (GARDEN EDUCATOR) |
| FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO | ||||||||||
| PO BOX 591 | SAN LUIS OBISPO | CA | 93406 | RELIGIOUS | $10,000 | $0 | N/A | N/A | UNRESTRICTED | |
| BOYS & GIRLS CLUB OF NORTH SLO COUNTY | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 770272094 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SMART GIRLS |
| BOYS & GIRLS CLUB OF NORTH SLO COUNTY | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 770272094 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SMART GIRLS |
| OPERA SAN LUIS OBISPO (OPERASLO) | ||||||||||
| PO BOX 14760 | SAN LUIS OBISPO | CA | 93406 | 770086873 | 501(C)(3) | $9,638 | $0 | N/A | N/A | UNRESTRICTED |
| SAN LUIS OBISPO SYMPHONY INC | ||||||||||
| 75 HIGUERA ST SUITE 160 | SAN LUIS OBISPO | CA | 93401 | 952493144 | 501(C)(3) | $9,076 | $0 | N/A | N/A | OPERATIONS |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $9,000 | $0 | N/A | N/A | SLO HOTLINE |
| SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION | ||||||||||
| 3437 EMPRESA DRIVE SUITE D | SAN LUIS OBISPO | CA | 93401 | 770335048 | 501(C)(3) | $8,600 | $0 | N/A | N/A | SENIOR LEGAL SERVICES PROJECT |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | GOVERNMENT | $8,300 | $0 | N/A | N/A | 2019 COLLEGE NIGHT PLANNINNG & FACILITATION | |
| THE MONDAY CLUBHOUSE CONSERVANCY | ||||||||||
| PO BOX 167 | SAN LUIS OBISPO | CA | 93406 | $8,252 | $0 | N/A | N/A | TO SUPPORT THE ANDREWS STREET DOORS REPLACEMENT | ||
| ST LUKE UNITED METHODIST CHURCH | ||||||||||
| 606 SANTA FE PIKE | COLUMBIA | TN | 38402 | RELIGIOUS | $8,000 | $0 | N/A | N/A | COM ENHANCEMENT | |
| WOODS HUMANE SOCIETY | ||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $7,704 | $0 | N/A | N/A | ANNUAL DISTRIBUTION IN SUPPORT OF SERVICES ASSOCIATED WITH CATS |
| SAN LUIS OBISPO SYMPHONY INC | ||||||||||
| 75 HIGUERA ST SUITE 160 | SAN LUIS OBISPO | CA | 93401 | 952493144 | 501(C)(3) | $7,704 | $0 | N/A | N/A | ANNUAL DISTRIBUTION FOR YOUTH SYMPHONY |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $7,704 | $0 | N/A | N/A | ANNUAL DISTRIBUTION IN SUPPORT OF A NURSING SCHOLARSHIP |
| WILSHIRE HEALTH & COMMUNITY SERVICES INC | ||||||||||
| 285 SOUTH STREET STE J | SAN LUIS OBISPO | CA | 93401 | 952374185 | $7,704 | $0 | N/A | N/A | ANNUAL DISTRIBUTION | |
| GROVER BEACH COMMUNITY LIBRARY | ||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $7,704 | $0 | N/A | N/A | ANNUAL DISTRIBUTION |
| CLARK CENTER ASSOCIATION | ||||||||||
| 487 FAIR OAKS AVENUE | ARROYO GRANDE | CA | 93420 | 770560115 | $7,704 | $0 | N/A | N/A | ANNUAL DISTRIBUTION | |
| COMMUNITY FOUNDATION OF ESTERO BAY | ||||||||||
| PO BOX 131 | MORRO BAY | CA | 93443 | 770336404 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED - DO NOT PUBLICIZE THIS AWARD (DONOR ANONYMOUS TO PUBLIC) |
| FRIENDS OF 40PRADO | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED |
| GLOBAL GLIMPSE | ||||||||||
| 2991 SHATTUCK AVE SUITE 304 | BERKELEY | CA | 94705 | 260651273 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE B-4 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED, FROM ANONYMOUS FUND |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $7,500 | $0 | N/A | N/A | FRENCH HOSPITAL'S DOVE GIRL'S SELF-ESTEEM PROGRAM |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $7,500 | $0 | N/A | N/A | TO SUPPORT THE PURCHASE OF EQUIPMENT IN THE AUTOMOTIVE DEPARTMENT; ACCOUNT #211600 |
| CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $7,500 | $0 | N/A | N/A | ADULT WELLNESS & PREVENTION SCREENING |
| SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB | ||||||||||
| 729 E MCELHANY AVE | SANTA MARIA | CA | 93454 | 770111371 | $7,425 | $0 | N/A | N/A | SENIOR ENRICHMENT PROGRAMS | |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $6,900 | $0 | N/A | N/A | 2019 COLLEGE PLANNING NIGHT |
| SAN LUIS OBISPO REPERTORY THEATRE | ||||||||||
| PO BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $6,750 | $0 | N/A | N/A | EMERGENCY SOUND SYSTEM PROJECT |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $6,500 | $0 | N/A | N/A | SENIORS FARMERS MARKET |
| CENTRAL COAST MUSIC ACADEMY | ||||||||||
| PO BOX 15148 | SAN LUIS OBISPO | CA | 93406 | 460580082 | $6,000 | $0 | N/A | N/A | 2019 CENTRAL COAST MUSIC ACADEMY SUMMER WORKSHOP | |
| COURTNEY'S HOUSE | ||||||||||
| 311 6TH STREET | TEMPLETON | CA | 93465 | 461161039 | $6,000 | $0 | N/A | N/A | FIG AT COURTNEY'S HOUSE | |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY (CCC) | ||||||||||
| 676 PISMO STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $6,000 | $0 | N/A | N/A | UNRESTRICTED |
| FIRST UNITED METHODIST CHURCH | ||||||||||
| 222 WEST SEVENTH STREET | COLUMBIA | TN | 38401 | 620559654 | $6,000 | $0 | N/A | N/A | COM ENHANCEMENT | |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $6,000 | $0 | N/A | N/A | SCHOOL MATINEE PROGRAM |
| ALLIANCE FOR PHARMACEUTICAL ACCESS INC | ||||||||||
| 237 TOWN CENTER WEST SUITE 122 | SANTA MARIA | CA | 93458 | 203117940 | 501(C)(3) | $6,000 | $0 | N/A | N/A | PATIENT ADVOCACY FOR THE MEDICALLY VULNERABLE |
| PASO ROBLES YOUTH ARTS FOUNDATION | ||||||||||
| PO BOX 4699 | PASO ROBLES | CA | 93447 | 770488880 | $6,000 | $0 | N/A | N/A | PASO ROBLES YOUTH ARTS FOUNDATION'S FREE MUSIC PROGRAM | |
| ELINGS PARK FOUNDATION | ||||||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | 953500475 | 501(C)(3) | $6,000 | $0 | N/A | N/A | COM ENHANCEMENT |
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE BLDG 15 | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $6,000 | $0 | N/A | N/A | POLY ARTS FOR YOUTH (PAFY) |
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE BLDG 15 | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $5,500 | $0 | N/A | N/A | TO SUPPORT CAL POLY ARTS |
| ONE COOL EARTH | ||||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | 341939404 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CAPACITY BUILDING TO EXPAND SCHOOL GARDEN |
| FRONT PORCH SLO | ||||||||||
| 1468 E FOOTHILL BLVD | SAN LUIS OBISPO | CA | 93405 | $5,000 | $0 | N/A | N/A | UNRESTRICTED | ||
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | ||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 931011606 | 952319356 | 501(C)(3) | $5,000 | $0 | N/A | N/A | GENDER AFFIRMING CARE |
| EL CAMINO HOMELESS ORGANIZATION | ||||||||||
| PO BOX 2077 | ATASCADERO | CA | 93423 | 770545434 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SHELTER OPERATIONS |
| SONSHINE FOLK SCHOOL FARM INC | ||||||||||
| 8307 SOFTWIND DRIVE | MECHANICSVILLE | VA | 23111 | 272888122 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST | ||||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 931011606 | 952319356 | 501(C)(3) | $5,000 | $0 | N/A | N/A | RITA SOLINAS PATIENT ASSISTANCE FUND |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| 7343 EL CAMINO REAL 346 | ATASCADERO | CA | 93422 | 770489535 | 501(C)(3) | $5,000 | $0 | N/A | N/A | MEDICALLY FRAGILE HOMELESS- FAMILY FOCUSED |
| HONOR FLIGHT CENTRAL COAST CALIFORNIA | ||||||||||
| PO BOX 1750 | PASO ROBLES | CA | 93447 | 463872980 | $5,000 | $0 | N/A | N/A | TOUR OF HONOR | |
| ASSISTANCE LEAGUE OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 14260 | SAN LUIS OBISPO | CA | 93406 | 770337378 | 501(C)(3) | $5,000 | $0 | N/A | N/A | OPERATION SCHOOL BELL |
| CANCER SUPPORT COMMUNITY CALIFORNIA CENTRAL COAST | ||||||||||
| 1051 LAS TABLAS | TEMPLETON | CA | 93465 | 264659006 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CANCER SUPPORT FOR YOUTH - COUNSELING AND OUTREACH |
| CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $5,000 | $0 | N/A | N/A | ADULT WELLNESS & PREVENTION SCREENING |
| SON CARE FOUNDATION | ||||||||||
| 173 BUCKLEY ROAD | SAN LUIS OBISPO | CA | 93405 | 752547239 | $5,000 | $0 | N/A | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO GIRLS SOFTBALL ASSOCIATION | ||||||||||
| 1219 SAWLEAF STREET | SAN LUIS OBISPO | CA | 93401 | $5,000 | $0 | N/A | N/A | YOUTH RECREATIONAL SOFTBALL | ||
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE BLDG 15 | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO SUPPORT MEN'S BASKETBALL RECRUITING BUDGET |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TRANSITIONAL AGE YOUTH EMANCIPATION SUPPORT |
| RISE | ||||||||||
| PO BOX 630 | PASO ROBLES | CA | 93447 | 770068977 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SEXUAL ASSAULT AND INTIMATE PARTNER VIOLENCE CASE MANAGEMENT PROGRAM |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| MAURY MAGIC RIDERS INC | ||||||||||
| PO BOX 560 | COLUMBIA | TN | 38402 | 621742129 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED GRANT |
| 5 CITIES HOMELESS COALITION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 93483 | 240413259 | 501(C)(3) | $5,000 | $0 | N/A | N/A | HOMELESS PREVENTION & CRISIS RESPONSE FUND |
| CENTRAL COAST AG NETWORK | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CITY FARM SCHOOL PROJECT YEAR 6 |
| SAN LUIS OBISPO SYMPHONY INC | ||||||||||
| 75 HIGUERA ST SUITE 160 | SAN LUIS OBISPO | CA | 93401 | 952493144 | 501(C)(3) | $5,000 | $0 | N/A | N/A | MUSIC VAN |
| FIVE CITIES YOUTH BASEBALL | ||||||||||
| PO BOX 2806 | PISMO BEACH | CA | 93448 | 263226999 | $5,000 | $0 | N/A | N/A | 2019 SPRING SEASON | |
| TOLOSA CHILDREN'S DENTAL CLINIC | ||||||||||
| 717 WALNUT DRIVE | PASO ROBLES | CA | 93446 | 770346861 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| PATHPOINT | ||||||||||
| 11491 LOS OSOS VALLEY RD | SAN LUIS OBISPO | CA | 93405 | 952371668 | $5,000 | $0 | N/A | N/A | COMMUNITY INTEGRATION SERVICES | |
| CAMP OCEAN PINES | ||||||||||
| 1473 RANDALL DRIVE | CAMBRIA | CA | 93428 | 951738144 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| 7343 EL CAMINO REAL 346 | ATASCADERO | CA | 93422 | 770489535 | 501(C)(3) | $5,000 | $0 | N/A | N/A | MEDICALLY FRAGILE HOMELESS |
| SAN LUIS OBISPO MOTHERS FOR PEACE | ||||||||||
| PO BOX 3608 | SAN LUIS OBISPO | CA | 934033608 | 953080124 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED, IRS REGULATION APPROVED CHARITY USE ONLY |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $5,000 | $0 | N/A | N/A | COLLEGE FOR KIDS |
| SAN LUIS OBISPO CLASSICAL ACADEMY | ||||||||||
| 165 GRAND AVENUE | SAN LUIS OBISPO | CA | 93405 | 203131883 | 501(C)(3) | $5,000 | $0 | N/A | N/A | MATCHING GRANT FOR THE HIGH SCHOOL REPAIR AND CONVERSION PROJECT |
| CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $5,000 | $0 | N/A | N/A | FAMILY AND COMMUNITY SUPPORT SERVICES |
| EL CAMINO HOMELESS ORGANIZATION | ||||||||||
| PO BOX 2077 | ATASCADERO | CA | 93423 | 770545434 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CLIENT ASSISTANCE PROGRAM |
| ATASCADERO LOAVES AND FISHES | ||||||||||
| 5411 EL CAMINO REAL | ATASCADERO | CA | 93422 | 770082730 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SUMMER SUPPLEMENTAL FOOD FOR SCHOOLCHILDREN |
| RISE | ||||||||||
| PO BOX 630 | PASO ROBLES | CA | 93447 | 770068977 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SEXUAL ASSAULT/ ABUSE AND INTIMATE PARTNER VIOLENCE COUNSELING PROGRAM |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SAN LUIS OBISPO COUNTY SUPPORTIVE HOUSING PROGRAM |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST AG NETWORK | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CAPACITY BUILDING PROJECT |
| FRIENDS OF 40PRADO | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO SUPPORT 100 DINNERS PER NIGHT FOR 10 WEEKS |
| BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12644 | SAN LUIS OBISPO | CA | 93406 | 770348487 | 501(C)(3) | $5,000 | $0 | N/A | N/A | ONE-TO-ONE MENTORING FOR LGBTQI YOUTH |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SAN LUIS OBISPO SUPPORTIVE HOUSING PROGRAM |
| SLO CHILDREN'S MUSEUM | ||||||||||
| 1010 NIPOMO STREET | SAN LUIS OBISPO | CA | 93401 | 770261830 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO SUPPORT RAWLINGS MATCHING GIFT |
| BOYS & GIRLS CLUB OF NORTH SLO COUNTY | ||||||||||
| 901 N RAILROAD AVENUE | SANTA MARIA | CA | 93458 | 770272094 | 501(C)(3) | $5,000 | $0 | N/A | N/A | DRAMA MATTERS & MEDIA MAKING |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SCHOOL MATINEE PROGRAM |
| SLO TIGERS ATHLETIC BOOSTERS | ||||||||||
| PO BOX 16025 | SAN LUIS OBISPO | CA | 93406 | 454897120 | $5,000 | $0 | N/A | N/A | TO BENEFIT THE BOYS WATERPOLO AND THE GIRLS SWIMMING TEAMS | |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| 7343 EL CAMINO REAL 346 | ATASCADERO | CA | 93422 | 770489535 | 501(C)(3) | $5,000 | $0 | N/A | N/A | MEDICALLY FRAGILE HOMELESS |
| THE MONDAY CLUBHOUSE CONSERVANCY | ||||||||||
| PO BOX 167 | SAN LUIS OBISPO | CA | 93406 | $5,000 | $0 | N/A | N/A | UNRESTRICTED | ||
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $5,000 | $0 | N/A | N/A | RESIDENT ASSISTANCE FUND |
| DUNES CENTER | ||||||||||
| 1065 GUADALUPE STREET | GUADALUPE | CA | 93434 | 770502739 | 501(C)(3) | $5,000 | $0 | N/A | N/A | OCEANOGRAPHY & ARCHAELOGY EDUCATION PROGRAMS |
| FIVE CITIES DIVERSITY COALITION | ||||||||||
| 347 RODEO DRIVE | ARROYO GRANDE | CA | 93420 | 770539435 | $5,000 | $0 | N/A | N/A | 2019 COMMUNITY DIVERSITY EDUCATION AND TRAINING PROGRAM | |
| STANFORD UNIVERSITY DEPARTMENT SERVICES | ||||||||||
| PO BOX 20460 | STANFORD | CA | 943090466 | 941156365 | $5,000 | $0 | N/A | N/A | TO SUPPORT THE CANCER DISCOVERY FUND AND THE RESEARCH OF DR. SAFWAN JARADEN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 103 | Total501c3OrgCnt |
| Total Other Org | 43 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (94 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| ALBA-PIEDRA, JACQUELINE SID: K00944911 | 2 | $1,000 | $0 | N/A | N/A |
| ALCORTA, ISAIAH SID: 00702237 | 1 | $1,000 | $0 | N/A | N/A |
| ALLTUCKER, HANNAH N., 2019 LAUREN TIPTON SLAUGHTER SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ALVARADO, MARIA F., 2018 GARY GROSSMAN SCHOLARSHIP | 1 | -$2,000 | $0 | N/A | N/A |
| ARIAS, ADRIANA 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| AVRIT, OWEN 2019 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| BAIS, TIARA., 2019 THE GARRIS FAMILY SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| BEDROSIAN, TAYLOR R. 2016 ELKAN T. HART SCHOLARSHIP | 1 | -$7,500 | $0 | N/A | N/A |
| BIDLEMAN, SCOUT 2018 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | -$12,000 | $0 | N/A | N/A |
| BUDD, CURT 2019 AIACCC ARCHITECTURAL EDUCATION AWARD | 1 | $1,500 | $0 | N/A | N/A |
| CLARK, PATRICIA 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| DEANDA, JOSHUA SID: 0872714 | 1 | $500 | $0 | N/A | N/A |
| DELFIN, ISAAC R., 2018 SCHOLARSHIP AND MENTOR SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| DELINE, ANGELA 2018 DAVID B. GIANAS SCHOLARSHIP | 1 | -$750 | $0 | N/A | N/A |
| DIODATI, JOHN K., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| DREW, ALYSSA K. 2019 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| DUMONT, KARLEY R., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| DYKSTRA, STEVEN G., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| EDI, STEPHEN A. 2016 HELEN AND RONALD DUNIN MEMORIAL SCHOLARSHIP | 1 | -$2,500 | $0 | N/A | N/A |
| EMMONS, SADHANA G. 2019 KIWANIS CLUB OF SAN LUIS OBISPO SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| ENGSTROM, COLE J. 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ESTRADA, ADRIAN 2019 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| GARCIA ALVARADO, MARIA A., 2018 SCHOLARSHIP AND MENTOR SCHOLARSHIP | 1 | -$1,000 | $0 | N/A | N/A |
| GARCIA, CASSANDRA SID: 0381426 | 1 | $500 | $0 | N/A | N/A |
| GARDNER, ZANDER SID: 00707009 | 2 | $1,000 | $0 | N/A | N/A |
| GATES, EMILY F., YEAGER SCIENCE SCHOLARSHIP FUND | 1 | $23,000 | $0 | N/A | N/A |
| GERMAN SCHOOL SCHOLARSHIP, LUCAS VON BISCHOPINCK | 1 | $3,920 | $0 | N/A | N/A |
| GIOMBI, NATALIE 2019 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| GOMEZ, DANIELA 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| GONZALEZ, COLBY D. 2019 MARTIN RESORTS SCHOLARSHIP FUND | 1 | $1,500 | $0 | N/A | N/A |
| GUILLEN, JACQUELINE SID:XXX-XX-XXXX | 1 | $500 | $0 | N/A | N/A |
| HARTMAN, JEREMIAH J., 2019 ALAN D. STEPHENSON SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| HEIDLER, KIRAN P., SPIRIT OF THE CLASS OF '49 AWARD | 1 | $500 | $0 | N/A | N/A |
| HILL, SYDNEY 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| HOLLAND, MADRID A., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| HOPKINS, KATHRYN R., 2019 MAUREEN "MO" CLANCY MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| IOPPONI, MOLLY 2017 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 1 | -$250 | $0 | N/A | N/A |
| JOLLER, TAYLOR S., BURT W. AND VIRGINIA POLIN "ELKS" SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| JUAN VENEGAS STUDENT ID# 0878475 | 1 | -$500 | $0 | N/A | N/A |
| KAISER, JACK W., 2019 BRIAN WATERBURY MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| KRULL, ELLIE M. 2019 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| LAWSON, KARIS J., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| LINSTROM, ZOE H., 2019 GARY GROSSMAN SCHOLARSHIP | 1 | $3,000 | $0 | N/A | N/A |
| LIVENGOOD, CLAIRE A., 2019 GARY PAUL PIANTANIDA SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| LORZ, WALTER E. 2019 ALEX MADONNA MEMORIAL AWARD | 1 | $2,000 | $0 | N/A | N/A |
| LUCERO, AMANDO R. 2018 SCHOLARSHIP AND MENTOR SCHOLARSHIP | 1 | -$2,000 | $0 | N/A | N/A |
| MACAULAY, IAN M., SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| MARLIN SANCHEZ, SID:SAMA72689 | 2 | $1,000 | $0 | N/A | N/A |
| MCLELLAN, RAINE 2019 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| MIDDLETON, JEFFREY 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| MILDER, BROOKE E., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| MOORE, MELEAH S., SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| NAVA RODRIGUEZ, XIMENA , SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| OLDENBURG, ISABELLA B., 2019 KELLY A. MCADAMS SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| OLIVEROS SILVA, LINDA SID: 00365784 | 1 | $500 | $0 | N/A | N/A |
| OLSON, CHRISTIAN M., 2019 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| PROUNH, SARAH N., 2019 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| RAMIREZ, ALBERTO 2019 VINEYARD AND FARM WORKER'S SCHOLARSHIP | 1 | $4,000 | $0 | N/A | N/A |
| RAVATT, GARRETT S., 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| RIGHETTI, DALEN 2019 IAN PURDON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ROBINETT, KENNEDY M., YEAGER SCIENCE SCHOLARSHIP FUND | 1 | $23,000 | $0 | N/A | N/A |
| RODRIGUEZ, JAIME A., 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| RODRIGUEZ, JESUS A., 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| ROMERO-GUTIERREZ, ARIADNA 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| RUBIO, DIVINE J. 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| SANCHEZ, MARLIN SID: SAMA72689 | 1 | $500 | $0 | N/A | N/A |
| SANCHEZ, MARLIN SID: SAMA72689, JOHN AND MARY POWERS SCHOLARSHIP AWARD | 1 | $500 | $0 | N/A | N/A |
| SANDOVAL, EMILY SID: 0889028 | 1 | $500 | $0 | N/A | N/A |
| SCHEIFFELE, GRANT D. 2019 COLLINS/SALISBURY TROOP 60 EAGLE SCOUT | 1 | $2,500 | $0 | N/A | N/A |
| SCHIMKE, TYLER C., 2019 DOUGLAS DEGROSS SCHOLARSHIP FOR AUTOMOTIVE STUDIES | 1 | $2,000 | $0 | N/A | N/A |
| SCHOLARSHIP FOR GUILLERMO LOPEZ JR. STUDENT ID | 1 | -$1,000 | $0 | N/A | N/A |
| SCLAFANI, JACQUELYN 2018 DAVID B. GIANAS SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| SCRUGGS, STEVEN D., ELKAN T. HART SCHOLARSHIP AWARD | 1 | $7,500 | $0 | N/A | N/A |
| SHIRLEY, GRACE P. 2019 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| SOUDER, KYLEE R., SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| STUDENT ID #: 00675277 | 1 | $500 | $0 | N/A | N/A |
| STUDENT ID #: XXX-XX-XXXX | 1 | $500 | $0 | N/A | N/A |
| STUDENT ID #: H20109404 | 1 | $500 | $0 | N/A | N/A |
| STUDENT ID #: K00705263 | 1 | $500 | $0 | N/A | N/A |
| STUDENT ID#:XXX-XX-XXXX | 1 | $500 | $0 | N/A | N/A |
| SVETICH, LILIAN A., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| TEODORO, WENDY M., 2019 DOROTHY GOOD AVID SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| TEODORO, WENDY M., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| TRAN, DYLAN N., 2019 DOROTHY GOOD AVID SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| VALENCIA, LYNEA A., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| VARGAS, BRENDA SID: H20114474 | 1 | $500 | $0 | N/A | N/A |
| VENCES, BERENICE 2019 DOROTHY GOOD AVID SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| VERNON, KYLER 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| WALKER, RYAN 2019 JOHN AND YVONNE HSU EDMISTEN SCHOLARSHIP IN HONOR OF ALLAN VOIGT M.D. | 1 | $2,500 | $0 | N/A | N/A |
| WIESNER, MARSHALL S., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $2,750 | $0 | N/A | N/A |
| YOUNG, KATHERINE 2019 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| ZAMORA, EDWIN 2019 MARTIN RESORTS SCHOLARSHIP FUND | 1 | $1,500 | $0 | N/A | N/A |
| ZAVALA, JOSE SID: XXX-XX-XXXX | 1 | $500 | $0 | N/A | N/A |
| ZAVALA, LIZVET SID: 0897620 | 1 | $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 | IN GENERAL, FOUNDATION GRANTS ARE REQUIRED TO FILE, AT MINIMUM, A FINAL WRITTEN GRANT REPORT AT THE END OF THE GRANT TERM, WITH THE EXCEPTION OF GRANTS THAT ARE MADE FROM DONOR ADVISED FUNDS UPON OF THE RECOMMENDATION OF THE DONOR. FOR MULTI-YEAR GRANTS, INTERIM WRITTEN REPORTS ARE REQUIRED IN ADDITION TO THE FINAL REPORT. GRANT REPORT REQUIREMENTS INCLUDE BOTH A NARRATIVE STATUS REPORT AND FINANCIAL ACCOUNTING OF THE USE OF THE FUNDS. ALL FOUNDATION GRANTS ARE SUBJECT TO AN INTERIM SITE VISIT, USUALLY HALF-WAY THROUGH THE GRANT TERM, BY FOUNDATION PROGRAM STAFF. THESE SITE VISITS ARE RECORDED IN THE GRANT FILE. | 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 | $154,280 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,866 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $159,146 | 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 | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $680,713 | 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 | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,138 | 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 237,852. |
| 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 | $237,852 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments