COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-04
- IRS object ID
- 201741249349302064
- Schema version
- 2016v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-04T17:25:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 265 SOUTH STREET SUITE A | 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 | 2016-01-01 | 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 | 2017-05-03 | 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 | 8058880240 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.35.136.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-03 | IPDt |
| IP Tm | 16:18:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA72EA341ECB98541215433E6EFC5F235C63B97C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 47149B253316D1148CD588866DAE3CA9B4D1D221 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $24,387,385 | 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 | SEE SCHEDULE O.TO PROVIDE LEADERSHIP AND TO ENCOURAGE CHARITABLE GIVING FOR THE ISSUES THAT IMPROVE AND ENHANCE LIVES IN THE COUNTY IT SERVES.THE 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 | 9 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,650,351 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,302,013 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,576,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,786,214 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,692 | PYOtherRevenueAmt |
| CY Other Revenue | -$181,867 | CYOtherRevenueAmt |
| PY Total Revenue | $7,272,496 | PYTotalRevenueAmt |
| CY Total Revenue | $4,906,360 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,461,421 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,148,335 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $479,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $539,242 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $150,921 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $240,049 | PYOtherExpensesAmt |
| CY Other Expenses | $515,669 | CYOtherExpensesAmt |
| PY Total Expenses | $3,181,012 | PYTotalExpensesAmt |
| CY Total Expenses | $3,203,246 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,091,484 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,703,114 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,477,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,804,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,822,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,036,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,654,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,768,348 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE LEADERSHIP AND TO ENCOURAGE CHARITABLE GIVING FOR THE ISSUES THAT IMPROVE AND ENHANCE LIVES IN THE COUNTY IT SERVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,711,338 | ExpenseAmt |
| Grant | $2,148,335 | 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 | $2,711,338 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | 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 |
| 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 | DONNA JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055432323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 DANA STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| STEVE MCCARTY | |||||||
| PRESIDENT | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM BRABECK | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JOBST | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PATRICK | |||||||
| DIRECTOR | 4.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM SHERMAN | |||||||
| CFO/TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHNINE TALLEY | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM GLINN | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GWEN ERSKINE | |||||||
| DIRECTOR | 4.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF BUCKINGHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY VERDIN | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLAIRE CLARK | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GRENDA ERNST | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN PARKER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN ROBINSON | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN MCADAMS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI MCPHERSON | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | 5.00 | Yes (X) | $131,049 | $0 | $4,064 | |
| DONNA JONES | |||||||
| DIRECTOR OF FINANCE AND AD | 40.00 | 5.00 | Yes (X) | $76,188 | $0 | $1,626 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $207,237 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,690 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $92,475 | FundraisingAmt |
| All Other Contributions | $3,209,538 | AllOtherContributionsAmt |
| Noncash Contributions | $263,066 | NoncashContributionsAmt |
| Total Contributions | $3,302,013 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,220,522 | TotalRevenueColumnAmt |
| Exclusion | $1,220,522 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,019,479 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,453,787 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $565,692 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $565,692 | TotalRevenueColumnAmt |
| Exclusion | $565,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $92,475 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,238 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,362 | TotalRevenueColumnAmt |
| Exclusion | $24,362 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHANGE IN SPLIT INTEREST | 900099 | $356,268 | $356,268 |
| OTHER REVENUE | 900099 | $28,011 | $28,011 |
| INCOME HELD FOR OTHERS | 900099 | -$590,508 | -$590,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$206,229 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,906,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$206,229 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,810,576 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,954,279 | TotalAmt |
| Program Services | $1,954,279 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,056 | TotalAmt |
| Program Services | $194,056 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,236 | TotalAmt |
| Program Services | $72,533 | ProgramServicesAmt |
| Management And General | $93,256 | ManagementAndGeneralAmt |
| Fundraising | $41,447 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,709 | TotalAmt |
| Program Services | $81,798 | ProgramServicesAmt |
| Management And General | $105,169 | ManagementAndGeneralAmt |
| Fundraising | $46,742 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,126 | TotalAmt |
| Program Services | $3,894 | ProgramServicesAmt |
| Management And General | $5,007 | ManagementAndGeneralAmt |
| Fundraising | $2,225 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,586 | TotalAmt |
| Program Services | $17,705 | ProgramServicesAmt |
| Management And General | $22,764 | ManagementAndGeneralAmt |
| Fundraising | $10,117 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,585 | TotalAmt |
| Program Services | $12,805 | ProgramServicesAmt |
| Management And General | $16,463 | ManagementAndGeneralAmt |
| Fundraising | $7,317 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,075 | TotalAmt |
| Management And General | $23,075 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,180 | TotalAmt |
| Program Services | $332,180 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,985 | TotalAmt |
| Program Services | $1,645 | ProgramServicesAmt |
| Management And General | $1,695 | ManagementAndGeneralAmt |
| Fundraising | $1,645 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,630 | TotalAmt |
| Program Services | $7,138 | ProgramServicesAmt |
| Management And General | $7,354 | ManagementAndGeneralAmt |
| Fundraising | $7,138 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,294 | TotalAmt |
| Program Services | $9,667 | ProgramServicesAmt |
| Management And General | $9,960 | ManagementAndGeneralAmt |
| Fundraising | $9,667 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,927 | TotalAmt |
| Program Services | $4,266 | ProgramServicesAmt |
| Management And General | $4,395 | ManagementAndGeneralAmt |
| Fundraising | $4,266 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,767 | TotalAmt |
| Program Services | $2,563 | ProgramServicesAmt |
| Management And General | $2,641 | ManagementAndGeneralAmt |
| Fundraising | $2,563 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,540 | TotalAmt |
| Program Services | $18,658 | ProgramServicesAmt |
| Management And General | $19,224 | ManagementAndGeneralAmt |
| Fundraising | $18,658 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,577 | TotalAmt |
| Program Services | $1,253 | ProgramServicesAmt |
| Management And General | $8,608 | ManagementAndGeneralAmt |
| Fundraising | $716 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $161,351 | $161,351 | ||
| MISCELLANEOUS | $42,106 | $13,868 | $14,895 | $13,343 |
| PROGRAM EXPENSE | $22,956 | $15,591 | $0 | $7,365 |
| MEMBERSHIP DUES AND SUB | $15,121 | $4,990 | $5,141 | $4,990 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$226,340 | TotalAmt |
| Program Services | -$198,902 | ProgramServicesAmt |
| Management And General | -$160 | ManagementAndGeneralAmt |
| Fundraising | -$27,278 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203,246 | TotalAmt |
| Program Services | $2,711,338 | ProgramServicesAmt |
| Management And General | $340,987 | ManagementAndGeneralAmt |
| Fundraising | $150,921 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,862 | BOYAmt |
| EOY | $375,571 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,997,705 | BOYAmt |
| EOY | $5,382,284 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,456 | BOYAmt |
| EOY | $11,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,954,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $314,684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,692,913 | BOYAmt |
| EOY | $1,639,829 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,832,617 | BOYAmt |
| EOY | $26,631,292 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,186,015 | BOYAmt |
| EOY | $16,927,501 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,737 | BOYAmt |
| EOY | $1,836,590 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,477,305 | BOYAmt |
| EOY | $52,804,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,703 | BOYAmt |
| EOY | $86,982 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,992 | BOYAmt |
| EOY | $247,267 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,816,069 | BOYAmt |
| EOY | $4,017,632 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,595 | BOYAmt |
| EOY | $684,486 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,822,359 | BOYAmt |
| EOY | $5,036,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,378,849 | BOYAmt |
| EOY | $4,179,555 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,433,970 | BOYAmt |
| EOY | $22,633,399 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,842,127 | BOYAmt |
| EOY | $20,955,394 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,654,946 | BOYAmt |
| EOY | $47,768,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,477,305 | BOYAmt |
| EOY | $52,804,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,703,114 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,275,122 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $135,166 | 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 | $6,306,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,247,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,793,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,650,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,978,383 | CurrentTaxYearAmt |
| Total | $24,976,391 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,306,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,247,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,793,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,650,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,978,383 | CurrentTaxYearAmt |
| Total | $24,976,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,976,391 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $950,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $986,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,148,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,200,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,220,522 | CurrentTaxYearAmt |
| Total | $5,506,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,483,042 | TotalSupportAmt |
| Public Support CY170 | 0.81940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82730 | 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 | 88 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,250,018 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $779,977 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $17,674,166 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,738,701 | BeginningYearBalanceAmt |
| Contributions | $6,438,421 | ContributionsAmt |
| Investment Earnings Or Losses | $1,672,280 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,071,828 | GrantsOrScholarshipsAmt |
| End Year Balance | $36,777,574 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,579,523 | BeginningYearBalanceAmt |
| Contributions | $1,136,386 | ContributionsAmt |
| Investment Earnings Or Losses | $3,542,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,519,688 | GrantsOrScholarshipsAmt |
| End Year Balance | $30,738,701 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,725,340 | BeginningYearBalanceAmt |
| Contributions | $1,593,977 | ContributionsAmt |
| Investment Earnings Or Losses | $2,818,887 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $558,681 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,579,523 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.54000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46000 | 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 | $170,000 | DepreciationAmt |
| Book Value | $1,105,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $254,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,684 | DepreciationAmt |
| Book Value | $109,829 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,639,829 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HALL CAPITAL& COMMON FUND HEDGE FUNDS | $2,954,584 | F |
| FIXED INCOME/MUTUAL FUNDS | $10,813,429 | F |
| US GOVERNMENT AND CORPORATE BONDS | $3,159,488 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,927,501 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $6,170 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $678,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $684,486 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,284,355 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,275,122 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $39,972 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $62,901 | OtherRevenueAmt |
| Revenue Not Reported | $1,377,995 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,906,360 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,906,360 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,298,417 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $39,972 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $55,199 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,171 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,203,246 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,203,246 | 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, 2016 AND 2015, 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 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN'S LEGACY LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $144,075 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $92,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,600 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,958 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $12,030 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $144,075 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $92,475 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,600 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $12,958 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,030 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,238 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $24,362 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (131 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $80,000 | - | N/A | SOUTH COUNTY SUPPORTIVE SERVICES PROGRAM | |
| SAN LUIS OBISPO SYMPHONY INC | ||||||||||
| PO BOX 658 | SAN LUIS OBISPO | CA | 93406 | 952493144 | 501(C)(3) | $52,790 | - | N/A | ARTS | |
| HOMELESS FOUNDATION FOR SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 1444 | SAN LUIS OBISPO | CA | 93406 | 300811413 | 501(C)(3) | $50,000 | - | N/A | UNRESTRICTED | |
| CAL POLY FOUNDATION | ||||||||||
| I GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $49,000 | - | N/A | TO SUPPORT THE SOCIAL ENTERPRISE PROGRAM AT THE INCUBATOR. | |
| FIDELITY CHARITABLE GIFT FUND | ||||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | 110303001 | $46,543 | - | N/A | TO TRANSFER THE BALANCE OF THE FUND TO FIDELITY CHARITABLE | ||
| CENTRAL COAST AQUARIUM | ||||||||||
| PO BOX 460 | AVILA BEACH | CA | 93424 | 770479110 | 501(C)(3) | $46,058 | - | N/A | LIFE SUPPORT SYSTEM UPGRADES | |
| EASTER SEALS OF SOUTHERN CALIFORNIA | ||||||||||
| 1570 EAST 17TH STREET | SANTA ANA | CA | 92705 | 943068149 | $45,541 | - | N/A | EASTER SEALS OF SOUTHERN CALIFORNIA | ||
| FOOTHILL COUNTRY DAY SCHOOL | ||||||||||
| 1035 WEST HARRISON AVENUE | CLAREMONT | CA | 91711 | 951816057 | $43,510 | - | N/A | RE-GRADE, RESOD, AND ENLARGE THE UPPER FIELD WITH DROUGHT-TOLERANT HYBRID BERMUDA AND INSTALL NEW SPRINKLERS | ||
| JACK'S HELPING HAND | ||||||||||
| PO BOX 14718 | SAN LUIS OBISPO | CA | 93406 | 204731313 | 501(C)(3) | $40,000 | - | N/A | UNRESTRICTED | |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | GOVERNMENT | $40,000 | - | N/A | 2016 RAISING A READER PROGRAM | ||
| BOYS & GIRLS CLUB OF NORTH SLO COUNTY | ||||||||||
| PO BOX 3037 | PASO ROBLES | CA | 93447 | 770272094 | 501(C)(3) | $40,000 | - | N/A | EXECUTE BOYS & GIRLS CLUB OF AMERICA SMART GIRLS CURRICULUM, COUPLED WITH ON-SITE ONE-TO-ONE MENTORING FOR ALL PARTICIPANTS. | |
| CAL POLY FOUNDATION | ||||||||||
| I GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $27,828 | - | N/A | MUSIC DEPT BUILDING CAPITAL IMPROVEMENTS | |
| CAL POLY FOUNDATION | ||||||||||
| I GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $27,828 | - | N/A | COLLEGE OF AGRICULTURE BUILDING | |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $25,736 | - | N/A | ANNUAL DISTRIBUTION | |
| BRIDGE TO TURKIYE FUND | ||||||||||
| 100 FOX BRIAR LANE | CARY | NC | 27518 | 582678580 | 501(C)(3) | $24,798 | - | N/A | S. SAMI SOLU, M.D. CHARITABLE FUND SCHOLARSHIP | |
| SOUTH COUNTY EDUCATION FOUNDATION | ||||||||||
| POST OFFICE BOX 222 | ARROYO GRANDE | CA | 934210222 | 770020195 | 501(C)(3) | $24,000 | - | N/A | SOUTH COUNTY SCHOOL DISTRICT SUPPORT | |
| MEALS THAT CONNECT FORMERLY THE SENIOR NUTRITION PROGRAM OF SLO COUNTY | ||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $24,000 | - | N/A | SENIOR NUTRITION PROGRAM | |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $20,684 | - | N/A | OPERATIONS OF PRADO DAY CENTER | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | 953509040 | 501(C)(3) | $20,000 | - | N/A | INDEPENDENT LIVING PROGRAM | |
| MAURY MAGIC RIDERS INC | ||||||||||
| PO BOX 560 | COLUMBIA | TN | 38402 | 621742129 | 501(C)(3) | $20,000 | - | N/A | UNRESTRICTED | |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| PO BOX 4471 | PASO ROBLES | CA | 93447 | 770489535 | 501(C)(3) | $17,350 | - | N/A | TEMPORARY EMERGENCY SHELTER FOR THE HOMELESS | |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $15,800 | - | N/A | NO-COOK BAGS PROGRAM | |
| ARTS OBISPO | ||||||||||
| 1123 MILL STREET | SAN LUIS OBISPO | CA | 93401 | 953738562 | 501(C)(3) | $15,430 | - | N/A | ARTS OBISPO | |
| WOMEN'S SHELTER PROGRAM OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $15,000 | - | N/A | MOVE-IN AND CASE MANAGEMENT | |
| CAL POLY ATHLETIC ADVANCEMENT | ||||||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | GOVERNMENT | $15,000 | - | N/A | THE MOTT IMPROVMENT FUND | ||
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION AND PUBLIC AFFAIRS | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $15,000 | - | N/A | TO SUPPORT EMERGENCY ROOM RENOVATIONS | |
| FRESH START | ||||||||||
| 907 HATCHER LANE | COLUMBIA | TN | 38401 | 475304890 | $15,000 | - | N/A | UNRESTRICTED | ||
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $15,000 | - | N/A | "DREAM IT, BE IT" PROGRAM TO INCREASE POSITIVE IDENTITY ASSETS IN GIRLS | |
| SAN LUIS COASTAL SCHOOL DIST | ||||||||||
| 1500 LIZZIE STREET | SAN LUIS OBISPO | CA | 93401 | GOVERNMENT | $14,545 | - | N/A | MINI-GRANT WINTER 2016 | ||
| RISE | ||||||||||
| POBOX 630 | PASO ROBLES | CA | 93447 | 770068977 | 501(C)(3) | $14,000 | - | N/A | $7,000 FOR THERAPY PROGRAMS FOR SURVIVORS, $7,000 FOR EMERGENCY FAMILY SERVICES AND SURVIVORS OF INTIMATE PARTNER VIOLENCE. | |
| FIVE CITIES HOMELESS COALITION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 934830558 | 270413593 | 501(C)(3) | $13,500 | - | N/A | RAPID RE-HOUSING PROGRAM | |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION AND PUBLIC AFFAIRS | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $12,844 | - | N/A | HEART DISEASE CARE AND TREATMENT | |
| ALPHA PREGNANCY & PARENTING SUPPORT | ||||||||||
| 11549 LOS OSOS VALLEY ROAD STE 104 | SAN LUIS OBISPO | CA | 93405 | 953570504 | 501(C)(3) | $12,000 | - | N/A | STABLE AND SAFE HOUSING | |
| SCRIPPS RESEARCH INSTITUTE | ||||||||||
| 10550 NORTH TORREY PINES ROAD TPC-2 | LA JOLLA | CA | 92037 | 330435954 | 501(C)(3) | $10,703 | - | N/A | STEM CELL RESEARCH | TPC-2 |
| WILLIAM SANSUM DIABETES RESEARCH CENTER | ||||||||||
| 2219 BATH ST | SANTA BARBARA | CA | 93105 | 501(C)(3) | $10,703 | - | N/A | UNRESTRICTED | ||
| NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH & EDUCATION | ||||||||||
| 4150 CLEMENT STREET 151NC | SAN FRANCISCO | CA | 941211545 | 943084159 | 501(C)(3) | $10,703 | - | N/A | PARKINSON'S DISEASE RESEARCH | |
| UCLA DEPARTMENT OF NEUROLOGY - MARY S EASTON CENTER FOR ALZHEIMER'S RESEAR | ||||||||||
| 710 WESTWOOD BOULEVARD SUITE C153 | LOS ANGELES | CA | 90095 | GOVERNMENT | $10,703 | - | N/A | ALZHEIMER'S RESEARCH | ||
| ST JUDE MEMORIAL FOUNDATION | ||||||||||
| 1440 N HARBOR BLVD SUITE 200 | FULLERTON | CA | 92835 | 951643325 | 501(C)(3) | $10,703 | - | N/A | UNRESTRICTED | |
| SLO MUSEUM OF ART (SLOMA) | ||||||||||
| PO BOX 813 | SAN LUIS OBISPO | CA | 93406 | 956134270 | 501(C)(3) | $10,703 | - | N/A | CAPITAL IMPROVEMENTS | |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $10,000 | - | N/A | SUPPORTIVE HOUSING PROGRAM | |
| SOUTH COUNTY YOUTH COALITION | ||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $10,000 | - | N/A | THRIVE FUND | |
| EL CAMINO HOMELESS ORGANIZATION | ||||||||||
| PO BOX 2077 | ATASCADERO | CA | 93423 | 770545434 | 501(C)(3) | $10,000 | - | N/A | TACKLING THE BARRIERS | |
| ONE COOL EARTH | ||||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | 341930404 | 501(C)(3) | $10,000 | - | N/A | GIRL CIRCLE | |
| ELINGS PARK FOUNDATION | ||||||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | 953500475 | 501(C)(3) | $10,000 | - | N/A | UNRESTRICTED | |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 6500 MORRO ROAD SUITE A | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $10,000 | - | N/A | CRISIS INTERVENTION - ATASCADERO FAMILY RESOURCE CENTER | |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $10,000 | - | N/A | MIGRANT AND SEASONAL HEAD START (MSHS) PROGRAM | |
| 5 CITIES COMMUNITY SERVICE FOUNDATION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 93483 | $10,000 | - | N/A | 5CITIES HOMELESS COALITION | |||
| PATHPOINT | ||||||||||
| 11491 LOS OSOS VALLEY RD | SAN LUIS OBISPO | CA | 93405 | 952371668 | $10,000 | - | N/A | PROJECT SEARCH | ||
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $10,000 | - | N/A | $5,000 TO SUPPORT THE SENIORS FARMERS MARKET, AND $5,000 TO SUPPORT THE CHILDREN'S FARMERS MARKET | |
| BOYS & GIRLS CLUB OF NORTH SLO COUNTY | ||||||||||
| PO BOX 3037 | PASO ROBLES | CA | 93447 | 770272094 | 501(C)(3) | $10,000 | - | N/A | TO SUPPORT THE SMART GIRLS PROGRAM | |
| JODI HOUSE INC | ||||||||||
| 625 CHAPALA ST | SANTA BARBARA | CA | 93101 | 953836137 | $10,000 | - | N/A | BRAIN INJURY SUPPORT | ||
| CENTRAL COAST WILDLIFE REHABILITATION GUILD DBA PACIFIC WILDLIFE CARE | ||||||||||
| POST OFFICE BOX 1134 | MORRO BAY | CA | 93443 | 770196350 | 501(C)(3) | $10,000 | - | N/A | UNRESTRICTED | |
| SLO LITTLE THEATRE INC | ||||||||||
| PO BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $10,000 | - | N/A | SERVICE COSTUME SHOPS | |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $10,000 | - | N/A | THE CHILDREN'S FARMERS MARKET PROGRAM | |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| PO BOX 4471 | PASO ROBLES | CA | 93447 | 770489535 | 501(C)(3) | $10,000 | - | N/A | REQUEST FUNDS | |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $10,000 | - | N/A | LOW-INCOME AND SPECIAL NEEDS HOUSING PLACEMENT AND STABILIZATION | |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $10,000 | - | N/A | HOMELESS SERVICES CASE MANAGEMENT AND PAPAS OF THE CENTRAL COAST | |
| FRIENDS OF PRADO DAY CENTER | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $10,000 | - | N/A | TO SUPPORT THE BUILDING CAMPAIGN | |
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $10,000 | - | N/A | SCHOOL MATINEE PROGRAM | |
| SAN LUIS OBISPO SYMPHONY INC | ||||||||||
| PO BOX 658 | SAN LUIS OBISPO | CA | 93406 | 952493144 | 501(C)(3) | $10,000 | - | N/A | CADET WINDS | |
| PASO ROBLES YOUTH ARTS FOUNDATION | ||||||||||
| POST OFFICE BOX 4699 | PASO ROBLES | CA | 93447 | 770488880 | $10,000 | - | N/A | FREE VISUAL AND PERFORMING ARTS INSTRUCTION | ||
| PLACE OF HOPE INC | ||||||||||
| 105 JAMES NORTH CAMPBELL BLVD | COLUMBIA | TN | 38401 | 501(C)(3) | $10,000 | N/A | UNRESTRICTED | |||
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770210727 | 501(C)(3) | $9,800 | - | N/A | THE CHILDREN'S FARMERS MARKET PROGRAM | |
| HOMELESS FOUNDATION FOR SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 1444 | SAN LUIS OBISPO | CA | 93406 | 300811413 | 501(C)(3) | $9,000 | - | N/A | HOMELESS SHELTER CAPITAL CAMPAIGN | |
| HISTORY CENTER OF SAN LUIS OBISPO COUNTY | ||||||||||
| 696 MONTEREY STREET | SAN LUIS OBISPO | CA | 93401 | 956150680 | 501(C)(3) | $9,000 | - | N/A | COUNTYWIDE HISTORY TOUR COOPERATIVE | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||||
| PO BOX 31356 | TAMPA | FL | 33631 | 042121399 | 501(C)(3) | $8,563 | - | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $8,500 | - | N/A | SLO FAMILY RESOURCE CENTER | |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $8,500 | - | N/A | FAMILY RESOURCE CENTER - LOS OSOS, MORRO BAY, CAYUCOS | |
| COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY | ||||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952410253 | 501(C)(3) | $8,500 | - | N/A | ADULT WELLNESS AND PREVENTION SCREENING PROGRAM | |
| TOLOSA CHILDREN'S DENTAL CENTERPARTNERSHIP FOR THE CHILDREN OF SLO COUNTY | ||||||||||
| 717 WALNUT DRIVE | PASO ROBLES | CA | 93446 | 770346861 | 501(C)(3) | $8,500 | - | N/A | TOLOSA CHILDREN'S DENTAL CENTER | |
| THE SALVATION ARMY | ||||||||||
| 1550 WEST BRANCH STREET | ARROYO GRANDE | CA | 93420 | 941156347 | 501(C)(3) | $8,450 | - | N/A | CHIMNET FIRE RELIEF AND FUTURE DISASTER PLANNING | |
| CENTER FOR FAMILY STRENGTHENING (FORMERLY SLO-CAP) | ||||||||||
| 1110 CALIFORNIA BLVD B | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $8,000 | - | N/A | PREMATURE INFANTS' BREASTFEEDING PROGRAM | |
| COLUMBIA FIRST UNITED METHODIST CHURCH | ||||||||||
| 222 WEST 7TH STREET | COLUMBIA | TN | 38401 | RELIGIOUS | $8,000 | - | N/A | UNRESTRICTED | ||
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | 953509040 | 501(C)(3) | $8,000 | - | N/A | SLO HOTLINE | |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 6500 MORRO ROAD SUITE A | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $8,000 | - | N/A | CLIENT CASES MANAGEMENT DATABASE | |
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE BLDG 15 | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $8,000 | - | N/A | $5,000 TO SUPPORT THE NEW VETERINARY FUND, AND $3,000 AS CAPITAL FOR NEW CAGES | |
| GROVER BEACH COMMUNITY LIBRARY | ||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $7,688 | - | N/A | ANNUAL DISTRIBUTION FOR OPERATIONS | |
| CLARK CENTER FOUNDATION | ||||||||||
| PO BOX 1114 | ARROYO GRANDE | CA | 93421 | 770150216 | 501(C)(3) | $7,688 | - | N/A | UNRESTRICTED | |
| SAN LUIS OBISPO SYMPHONY INC | ||||||||||
| PO BOX 658 | SAN LUIS OBISPO | CA | 93406 | 952493144 | 501(C)(3) | $7,688 | - | N/A | TO SUPPORT THE SLO YOUTH SYMPHONY | |
| WOODS HUMANE SOCIETY | ||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $7,688 | - | N/A | SHELTER SERVICES FOR CATS | |
| HOSPICE PARTNERS OF THE CENTRAL COAST DBA WILSHIRE HOSPICE | ||||||||||
| 277 SOUTH STREET STE R | SAN LUIS OBISPO | CA | 93401 | 770475425 | 501(C)(3) | $7,688 | - | N/A | ANNUAL DISTRIBUTION FOR OPERATIONS | |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| P O BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $7,688 | - | N/A | JEANNE L. & ELLERY J. CONLEY NURSING SCHOLARSHIP | |
| SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION | ||||||||||
| 1011 PACIFIC ST SUITE B | SAN LUIS OBISPO | CA | 93401 | 770335048 | 501(C)(3) | $7,500 | - | N/A | OUTREACH PROGRAM | |
| CASA SOLANA INC | ||||||||||
| 383 S THIRTEENTH STREET | GROVER BEACH | CA | 93433 | 953751698 | $7,000 | - | N/A | GIFT BEDS | ||
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| PO BOX 4471 | PASO ROBLES | CA | 93447 | 770489535 | 501(C)(3) | $7,000 | - | N/A | TRANSITIONAL FOOD AND SHELTER | |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 6500 MORRO ROAD SUITE A | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $7,000 | - | N/A | CRISIS INTERVENTION PROGRAM - PASO ROBLES FAMILY RESOURCE | |
| ONE COOL EARTH | ||||||||||
| PO BOX 150 | SAN LUIS OBISPO | CA | 93406 | 341930404 | 501(C)(3) | $7,000 | - | N/A | WATER CONSERVATION FUNDING | |
| SOUTH COUNTY EDUCATION FOUNDATION | ||||||||||
| POST OFFICE BOX 222 | ARROYO GRANDE | CA | 934210222 | 770020195 | 501(C)(3) | $7,000 | - | N/A | ANNUAL DISTRIBUTION FOR GRANTS IN ARTS AND SCIENCES TO GRADES 1-6 AND GRADES 7-12 | |
| SLO COUNTY YMCA | ||||||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | 952147727 | 501(C)(3) | $6,500 | - | N/A | HEALTHY EATING AND PHYSICAL ACIVITY CURRICULUM (HEPA) IN YMCA AFTERSCHOOL PROGRAMS | |
| BRAILLE INSTITUTE OF AMERICA | ||||||||||
| 741 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | 951641426 | 501(C)(3) | $6,422 | - | N/A | UNRESTRICTED | |
| CAL POLY FOUNDATION | ||||||||||
| I GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $6,422 | - | N/A | VOCAL MUSIC SCHOLARSHIP | |
| ACCESS SUPPORT NETWORK SLO & MONTEREY COUNTIES (FORMERLY AIDS SUPPORT NETWO | ||||||||||
| PO BOX 12158 | SAN LUIS OBISPO | CA | 93406 | 770205717 | 501(C)(3) | $6,000 | - | N/A | SAN LUIS OBISPO SYRINGE EXCHANGE PROGRAM (SLOSEP) | |
| SAN LUIS OBISPO VOCAL ARTS ENSEMBLE | ||||||||||
| PO BOX 4306 | SAN LUIS OBISPO | CA | 93403 | 953370761 | 501(C)(3) | $6,000 | - | N/A | 2017 SPRING SCHOOL CHORAL FESTIVAL | |
| SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB | ||||||||||
| 510 E PARK | SANTA MARIA | CA | 93454 | 770111371 | $6,000 | - | N/A | SENIOR GROUP DANCES | ||
| BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY | ||||||||||
| PO BOX 356 | PISMO BEACH | CA | 93448 | 953214113 | $6,000 | - | N/A | SUNDAY SESSIONS OF BASIN STREET REGULARS | ||
| RISE | ||||||||||
| POBOX 630 | PASO ROBLES | CA | 93447 | 770068977 | 501(C)(3) | $6,000 | - | N/A | SHELTER PROGRAM | |
| MONTEREY RIDGE ELEMENTARY SCHOOL | ||||||||||
| 17117 4S RANCH PARKWAY | SAN DIEGO | CA | 921278853 | GOVERNMENT | $6,000 | - | N/A | JULES TRANDEM CLASS EXPERIENCES | ||
| SLO COUNTY PUBLIC HEALTH DEPARTMENT | ||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | $5,535 | - | N/A | 10TH ANNIVERSARY HEAL-SLO SUMMIT | |||
| FRIENDS OF THE SAN LUIS OBISPO BOTANICAL GARDENS | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $5,248 | - | N/A | OPERATIONS ANNUAL DISBURSEMENT | |
| HOMELESS FOUNDATION FOR SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 1444 | SAN LUIS OBISPO | CA | 93406 | 300811413 | 501(C)(3) | $5,000 | - | N/A | 40 PRADO PROJECT | |
| FRIENDS OF PRADO DAY CENTER | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $5,000 | - | N/A | PREFERENCE IS TO SUPPORT THE WARMING SHELTER, HOWEVER THE FUNDS MAY BE USED FOR IMMEDIATE NEEDS, AS LONG AS THE FUNDS ARE USED FOR OPERATUNG FUNDS AND NOT FOR THE CAPITAL CAMPAIGN | |
| RESTORATIVE PARTNERS INC (RP) | ||||||||||
| 4251 S HIGUERA ST ST 102 | SAN LUIS OBISPO | CA | 93401 | $5,000 | - | N/A | JUVENILE HALL TREATMENT CENTER GARDEN PROJECT | |||
| CASACOURT APPOINTED SPECIAL ADVOCATES OF SLO COUNTY | ||||||||||
| 75 HIGUERA ST 180 | SAN LUIS OBISPO | CA | 93401 | 770316227 | 501(C)(3) | $5,000 | - | N/A | CASA'S INFANT/TODDLER PROGRAM | |
| CHRIS JESPERSEN MEMORIAL SOCIETY | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED GIFT | ||
| LEADERSHIP SLO FOUNDATION INC | ||||||||||
| 895 MONTEREY | SAN LUIS OBISPO | CA | 93401 | 770417076 | 501(C)(3) | $5,000 | - | N/A | LEADERSHIP SLO | |
| NCI AFFILIATES INC | ||||||||||
| 1434 CHESTNUT STREET | PASO ROBLES | CA | 93446 | 953445094 | $5,000 | - | N/A | UNRESTRICTED | ||
| FOUNDATION FOR THE PERFORMING ARTS CENTER | ||||||||||
| PO BOX 1137 | SAN LUIS OBISPO | CA | 93406 | 770129605 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| CAYUCOS LAND CONSERVANCY | ||||||||||
| PO BOX 336 | CAYUCOS | CA | 93430 | 770506896 | 501(C)(3) | $5,000 | - | N/A | HILLSIDE LOTS | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | 953509040 | 501(C)(3) | $5,000 | - | N/A | BISHOP STREET STUDIOS CAPITAL CAMPAIGN | |
| COLUMBIA COUNSELING MINISTRIES | ||||||||||
| 5001 TROTWOOD AVENUE | COLUMBIA | TN | 38401 | 300604415 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| COLUMBIA COUNSELING MINISTRIES | ||||||||||
| 5001 TROTWOOD AVENUE | COLUMBIA | TN | 38401 | 300604415 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| MAURY MAGIC RIDERS INC | ||||||||||
| PO BOX 560 | COLUMBIA | TN | 38402 | 621742129 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| WHITMAN COLLEGE OFFICE OF ANNUAL GIVING | ||||||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | 910567740 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| BOY SCOUTS OF AMERICA - MIDDLE TENNESSEE COUNCIL | ||||||||||
| 908 CREEKVIEW DRIVE | COLUMBIA | TN | 38401 | 620477729 | $5,000 | - | N/A | STEM SCOUTS PROGRAM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH) | ||
| CENTRAL COAST COMMISSION FOR SENIOR CITIZENS | ||||||||||
| 528 S BROADWAY | SANTA MARIA | CA | 93454 | $5,000 | - | N/A | VIAL OF LIFE PROGRAM | |||
| HOMELESS FOUNDATION FOR SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 1444 | SAN LUIS OBISPO | CA | 93406 | 300811413 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY (CCC) | ||||||||||
| 1129 MARSH STREET | SAN LUIS OBISPO | CA | 93401 | 952906369 | 501(C)(3) | $5,000 | - | N/A | AFFORDABLE PSYCOTHERAPHY | |
| COMMUNITY FOUNDATION OF ESTERO BAY (FORMERLY MORRO BAY COMMUNITY FOUNDATION | ||||||||||
| PO BOX 131 | MORRO BAY | CA | 93443 | 770336404 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| 784 HIGH STREET | SAN LUIS OBISPO | CA | 93401 | 953509040 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| GLOBAL GLIMPSE | ||||||||||
| 101 BROADWAY SUITE 301 | OAKLAND | CA | 94607 | 260651273 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION AND PUBLIC AFFAIRS | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| FIRST UNITED METHODIST CHURCH | ||||||||||
| 200 WEST MAIN STREET | MCMINNVILLE | TN | 37110 | $5,000 | - | N/A | UNRESTRICTED | |||
| HOMELESS FOUNDATION FOR SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 1444 | SAN LUIS OBISPO | CA | 93406 | 300811413 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| HOMELESS FOUNDATION FOR SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 1444 | SAN LUIS OBISPO | CA | 93406 | 300811413 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| VOICES AGAINST BRAIN CANCER | ||||||||||
| 1441 BROADWAY 3025 | NEW YORK | NY | 10018 | 202872778 | 501(C)(3) | $5,000 | - | N/A | TO SUPPORT JOIN THE VOICES! SAN FRANCISCO RUN/WALK IN GOLDEN GATE PARK ON SUNDAY, NOVEMBER 6, 2016 FOR DOREE O'CONNELL | |
| MOVING TRAIN INC | ||||||||||
| PO BOX 3033 | LOS ALTOS | CA | 94024 | 800376076 | 501(C)(3) | $5,000 | - | N/A | JOURNEY TO ROYAL | |
| STANFORD UNIVERSITY | ||||||||||
| 326 GLAVEZ STREET | STANFORD | CA | 94305 | $5,000 | - | N/A | CANCER DISCOVERY FUND | |||
| CENTRAL COAST PERFORMING ARTS CENTER COMMISSION | ||||||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93401 | 770408837 | 501(C)(3) | $5,000 | - | N/A | OPERATING COSTS | |
| ETHOS YOUTH ENSEMBLES | ||||||||||
| PO BOX 332255 | MURFREESBORO | TN | 37133 | 621691655 | $5,000 | - | N/A | UNRESTRICTED | ||
| ASSISTANCE LEAGUE OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 14904 | SAN LUIS OBISPO | CA | 93406 | 770337378 | 501(C)(3) | $5,000 | - | N/A | OPERATION SCHOOL BELL | |
| LES FELDICK MINISTRIES | ||||||||||
| 30706 W LONA VALLEY ROAD | KINTA | OK | 74552 | 731387441 | 501(C)(3) | $5,000 | - | N/A | UNRESTRICTED | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 111 | Total501c3OrgCnt |
| Total Other Org | 20 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (40 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| 2015 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | -$500 | $0 | N/A | N/A |
| 2015 KELLY A. MCADAMS SCHOLARSHIP | 2 | $0 | $0 | N/A | N/A |
| 2015 PRHS CLASS OF 55' SCHOLARSHIP | 1 | $1,725 | $0 | N/A | N/A |
| 2015 RICHARD J. WEYHRICH LEADERSHIP | 1 | -$4,000 | $0 | N/A | N/A |
| 2015 RICHARD J. WEYHRICH LEADERSHIP AWARD | 1 | $4,000 | $0 | N/A | N/A |
| 2016 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| 2016 JOHN AND YVONNE HSU EDMISTEN IN HONOR OF VOIGT SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| 2016 AIACCC AWARD | 4 | $1,500 | $0 | N/A | N/A |
| 2016 ALAN D. STEPHENSON SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| 2016 ALEX MADONNA MEMORIAL AWARD | 1 | $2,000 | $0 | N/A | N/A |
| 2016 ALFRED I., CATHARINE J. AND ELEANOR G. SWITZER SCHOLARSHIP | 1 | $16,000 | $0 | N/A | N/A |
| 2016 BRIAN WATERBURY MEMORIAL SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| 2016 BURT W. POLIN AND VIRGINIA POLIN "ELKS" SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| 2016 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 7 | $6,750 | $0 | N/A | N/A |
| 2016 DENNIS T. COLLINS & THOMAS D. SALISBURY TROOP 60 EAGLE SCOUT SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| 2016 DON FLOYD MEMORIAL SCHOLARSHIP | 5 | $5,000 | $0 | N/A | N/A |
| 2016 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| 2016 DOUGLAS DEGROSS SCHOLARSHIP FOR AUTOMOTIVE STUDIES | 1 | $2,000 | $0 | N/A | N/A |
| 2016 ELKAN T. HART SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| 2016 GARY GROSSMAN SCHOLARSHIP | 1 | $2,000 | $0 | N/A | N/A |
| 2016 GARY GROSSMAN SCHOLARSHIP FUND | 1 | $3,000 | $0 | N/A | N/A |
| 2016 GUY, LORINE AND AMANDA PREWITT SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| 2016 HELEN AND RONALD DUNIN MEMORIAL SCHOLARSHIP | 2 | $10,000 | $0 | N/A | N/A |
| 2016 IAN PURDON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| 2016 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| 2016 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| 2016 KELLY A. MCADAMS SCHOLARSHIP | 1 | $10,000 | $0 | N/A | N/A |
| 2016 KIWANIS SLO DE TOLOSA SCHOLARSHIP | 1 | $2,500 | $0 | N/A | N/A |
| 2016 LAUREN TIPTON SLAUGHTER SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| 2016 MARY JO AND HENRY DESIO SPECIAL EDUCATION | 1 | $2,106 | $0 | N/A | N/A |
| 2016 RICHARD K. SAURET VITCULTURE AND ENOLOGY SCHOLARSHIP | 1 | $12,000 | $0 | N/A | N/A |
| 2016 RICHARD K. WEYHRICH LEADERSHIP AWARD | 10 | $40,000 | $0 | N/A | N/A |
| 2016 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| 2016 SPIRIT OF THE CLASS OF '49 SCHOLARSHIP | 1 | $500 | $0 | N/A | N/A |
| 2016 STEPHEN DONNELLAN MOSS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| 2016 YEAGER SCIENCE SCHOLARSHIP | 1 | $23,000 | $0 | N/A | N/A |
| DENNIS T. COLLINS & THOMAS D. SALISBURY TROOP 60 EAGLE SCOUT SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| GERMAN SCHOOL PASS THROUGH FUND | 1 | $3,700 | $0 | N/A | N/A |
| PASO ROBLES HIGH SCHOOL CLASS OF '55 | 1 | -$1,725 | $0 | N/A | N/A |
| RICHARD K. WEYHRICH LEADERSHIP FUND | 1 | $4,000 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $261,901 | 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 | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,165 | 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, AUDIT COMMITTEE 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 135,166. |
| 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY | ||
| C | $135,166 | FMV |
| REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY | ||
| R | $22,000 | FMV |
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