2018-06-15T16:58:10-05:00 2017-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2017-01-01 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 2018-06-12 1 JAYME PHILLIPS P00145584 8055412500 2017 2022-09-23 18:48:47Z X 15247162 X X 28 28 407001 407001 51473 51473 46754 1310379 6834570 1310379 668 668 1769549 1769549 70000 28000 42000 578 578 0 4504 4504 0 117988 94390 23598 892 892 0 13808 13808 0 203 0 203 5330 2667 2663 213303 144839 68464 639392 639392 852695 144839 707856 916854 1624710 445348 2134100 2134100 780000 780000 780000 780000 11737716 10965818 12333062 12963064 13879918 15247162 0 0 X 0 0 0 0 12963064 13879918 12963064 13879918 12963064 13879918 12963064 916854 0 13879918 0 13879918 PUBLICLY TRADED SECURITIES - MERRILL LYNCH 1465819 1410047 55772 55772 PUBLICLY TRADED SECURITIES - MERRILL LYNCH 5141001 4114144 1026857 1026857 CAPITAL GAINS DIVIDENDS P 227750 227750 227750 1310379 0 587258 13576156 0.043257 706884 14185369 0.049832 730927 14389241 0.050797 593291 13590753 0.043654 377294 12518740 0.030138 0.217678 0.043536 14448304 629021 16247 645268 707856 X 16247 0 16247 0 16247 3960 0 0 3960 0 12287 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 HOWARD CAROLL PO BOX 1025 SAN LUIS OBISPO CA 93406 TRUSTEE 20.00 70000 0 0 NONE 0 NONE 0 0 13888329 0 780000 14668329 0 0 14668329 220025 14448304 722415 722415 16247 16247 706168 0 706168 0 706168 707856 0 707856 16247 691609 706168 384596 0 0 707856 384596 0 0 323260 0 0 0 0 0 0 0 0 382908 0 0 0 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 CASA 75 HIGUERA ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY FOSTER CHILDREN PROGRAM 7500 CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY FUND AND PROMOTE ART GALLERY 418980 FOUNDATION FOR THE PERFORMING ARTS 755 SANTA ROSA ST 310 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY STUDENT MATINEE PROGRAM 14-15 25000 FRENCH HOSPITAL 1911 JOHNSON AVE SAN LUIS OBISPO CA 93401 PUBLIC CHARITY ART FOR NEW GARDEN. 13000 GREENSPACE THE CAMBRIA LAND TRUST 4251 BRIDGE STREET ST B CAMBRIA CA 93428 PUBLIC CHARITY 6TH GRADE ENVIRONMENTAL STUDIES. 8610 MORRO BAY FOUNDATION PO BOX 131 MORRO BAY CA 93443 PUBLIC CHARITY MICRO-INVERTEBRATE STUDY. 10550 POINT SAN LUIS LIGHTHOUSE KEEPERS PO BOX 13556 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY EXPAND STUDENDT TOUR PROGRAM. 4714 SLO COMMUNITY FOUNDATION 550 DANA ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY COLLEGE NIGHT 17500 SLO COUNTY AGRICULTURE EDUCATION COMMITTEE 651 TANK FARM ROAD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY AGVENTURE FUNDING 2012 15000 SLO LITTLE THEATRE 888 MORRO ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY STUDENT SCHOLARSHIP 2500 THE LAND CONSERVACY OF SLO 1137 PACIFIC ST STE A SAN LUIS OBISPO CA 93401 PUBLIC CHARITY MILKING PARLOR 65000 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY SPAY NEUTER PROGRAM 12300 GUADALUPE-NIPOMO DUNES CENTER 1065 GUADALUPE ST GUADALUPE CA 93434 PUBLIC CHARITY AFTER SCHOOL ARCHAEOLOGICAL PROGRAM 8998 INFINITE MUSIC FOUNDATION 1163 MAIN ST C MORRO BAY CA 93442 PUBLIC CHARITY INSTRUMENTAL MAKING-AFTERSCHOOL MUSIC 10-18 4000 SLO RAILROAD MUSEUM 1940 SANTA BARBARA ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY DISPLAY CASE MODIFICATIONS 740 SLO SYMPHONY INC 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY SCHOLARSHIPS FOR STRINGS IN THE SCHOOL 5000 639392 0 14 28 14 407001 16 46754 14 668 14 1310379 0 1764830 0 1764830 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4504 4504 0 OTHER INVESTMENTS AT COST 10965818 12333062 LEGAL 578 578 0 WEBSITE 307 0 307 INSURANCE 3962 1981 1981 DUES & MEMBERSHIPS 750 375 375 OFFICE EXPENSE 279 279 0 ENTERTAINMENT & MEALS 32 32 0 MISC INCOME 668 668 668 ADVISORY FEES 117988 94390 23598 FOREIGN TAXES ON INVESTMENTS 8163 8163 0 SECRETARY OF STATE 75 75 0 FRANCHISE TAX BOARD 10 10 0 INTERNAL REVENUE 841 841 0 PROPERTY TAX 4719 4719 0