COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY (EIN 77-0496500)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349304448
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T20:02:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770496500 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANL | 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 | 2015-05-08 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN ROBINSON | 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 | $50,511,969 | 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.INSPIRED BY THE COMMUNITY'S RICH TRADITION OF GENEROSITY, THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY CONNECTS PEOPLE WHO CARE WITH CAUSES THAT MATTER IN ORDER TO ENHANCE THE QUALITY OF LIFE NOW AND FOR FUTURE GENERATIONS.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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,247,578 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,793,849 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,685,854 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,354,722 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$297,762 | PYOtherRevenueAmt |
| CY Other Revenue | $215,969 | CYOtherRevenueAmt |
| PY Total Revenue | $3,635,670 | PYTotalRevenueAmt |
| CY Total Revenue | $10,364,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,453,638 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,062,056 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $338,176 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $385,811 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $275,441 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,295 | PYOtherExpensesAmt |
| CY Other Expenses | $692,519 | CYOtherExpensesAmt |
| PY Total Expenses | $2,200,109 | PYTotalExpensesAmt |
| CY Total Expenses | $3,140,386 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,435,561 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,224,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,753,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,092,831 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,375,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,963,597 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,378,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,129,234 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE LEADERSHIP AND TO ENCOURAGE CHARITABLE GIVING FOR THE ISSUES THAT IMPROVE AND ENHANCE LIVES IN THE COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,062,056 | ExpenseAmt |
| Grant | $2,062,056 | GrantAmt |
| Desc | GRANT MAKING: 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 REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, AND COMMUNITY ENHANCEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $467,163 | ExpenseAmt |
| Desc | DONOR SERVICES: OUR MISSION AT THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY IS TO ASSIST DONORS IN BUILDING AN ENDURING SOURCE OF CHARITABLE FUNDS TO MEET THE CHANGING NEEDS AND INTERESTS OF OUR COMMUNITY. THROUGH THESE DONOR SERVICES, WE ARE COMMITTED TO PROMOTING AND FACILITATING COLLABORATION IN ALL OUR WORK BY ASSURING THE FOUNDATION'S RELEVANCE WITHIN SAN LUIS OBISPO COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,529,219 | 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 | 0 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| ANN ROBINSON | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILL RAVER | |||||||
| CFO/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM BRABECK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE CLARK | |||||||
| INTERIM CEO | 40.00 | Yes (X) | Yes (X) | $45,333 | $0 | $0 | |
| STEVE JOBST | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MCCARTY | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.40 |
| MIKE MINER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA PARTRIDGE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PATRICK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | 0.20 | |
| TOM SHERMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHNINE TALLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK THILLE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM GLINN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE F HOLLISTER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY VERDIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI MCPHERSON | |||||||
| CEO | 45.00 | Yes (X) | $82,981 | $0 | $0 | 1.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $128,314 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
| All Other Contributions | $7,793,849 | AllOtherContributionsAmt |
| Noncash Contributions | $5,704,149 | NoncashContributionsAmt |
| Total Contributions | $7,793,849 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,148,941 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,148,941 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,353,210 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,147,429 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,205,781 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,205,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,205,781 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INCOME FROM INVESTMENT IN REF | 900099 | $338,914 | $338,914 |
| OTHER REVENUE | 900099 | $92,672 | $92,672 |
| MISC - SPLIT INTEREST | 900099 | -$11,052 | -$11,052 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$204,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$204,565 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $215,969 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,364,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,570,691 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,245 | TotalAmt |
| Program Services | $1,881,245 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,811 | TotalAmt |
| Program Services | $180,811 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,928 | TotalAmt |
| Program Services | $57,878 | ProgramServicesAmt |
| Management And General | $67,525 | ManagementAndGeneralAmt |
| Fundraising | $67,525 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,314 | TotalAmt |
| Program Services | $38,494 | ProgramServicesAmt |
| Management And General | $44,910 | ManagementAndGeneralAmt |
| Fundraising | $44,910 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,216 | TotalAmt |
| Program Services | $1,565 | ProgramServicesAmt |
| Management And General | $1,773 | ManagementAndGeneralAmt |
| Fundraising | $1,878 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,229 | TotalAmt |
| Program Services | $9,369 | ProgramServicesAmt |
| Management And General | $10,618 | ManagementAndGeneralAmt |
| Fundraising | $11,242 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,124 | TotalAmt |
| Program Services | $8,437 | ProgramServicesAmt |
| Management And General | $9,562 | ManagementAndGeneralAmt |
| Fundraising | $10,125 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,905 | TotalAmt |
| Management And General | $3,905 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Management And General | $14,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,532 | TotalAmt |
| Program Services | $129,030 | ProgramServicesAmt |
| Management And General | $96,086 | ManagementAndGeneralAmt |
| Fundraising | $49,416 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,355 | TotalAmt |
| Management And General | $24,355 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,107 | TotalAmt |
| Program Services | $782 | ProgramServicesAmt |
| Management And General | $995 | ManagementAndGeneralAmt |
| Fundraising | $5,330 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,325 | TotalAmt |
| Program Services | $8,613 | ProgramServicesAmt |
| Management And General | $6,414 | ManagementAndGeneralAmt |
| Fundraising | $3,298 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,686 | TotalAmt |
| Management And General | $22,686 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,268 | TotalAmt |
| Program Services | $8,586 | ProgramServicesAmt |
| Management And General | $6,394 | ManagementAndGeneralAmt |
| Fundraising | $3,288 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,624 | TotalAmt |
| Management And General | $18,624 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,190 | TotalAmt |
| Management And General | $55,190 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,898 | TotalAmt |
| Program Services | $961 | ProgramServicesAmt |
| Management And General | $8,783 | ManagementAndGeneralAmt |
| Fundraising | $1,154 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND OPERATION EXPENSE | $393,155 | $184,783 | $137,604 | $70,768 |
| MISCELLANEOUS | $20,312 | $9,547 | $7,109 | $3,656 |
| MEMBERSHIP DUES AND SUB | $9,376 | $1,781 | $5,907 | $1,688 |
| PROGRAM EXPENSE | $8,574 | $5,355 | $2,126 | $1,093 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$206,788 | TotalAmt |
| Program Services | $1,982 | ProgramServicesAmt |
| Management And General | -$208,840 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,140,386 | TotalAmt |
| Program Services | $2,529,219 | ProgramServicesAmt |
| Management And General | $335,726 | ManagementAndGeneralAmt |
| Fundraising | $275,441 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,126 | BOYAmt |
| EOY | $115,111 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,954,843 | BOYAmt |
| EOY | $5,187,152 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,373 | BOYAmt |
| EOY | $6,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,957,929 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,316 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,787 | BOYAmt |
| EOY | $1,744,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,048,294 | BOYAmt |
| EOY | $23,113,539 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,459,643 | BOYAmt |
| EOY | $15,815,725 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,280 | BOYAmt |
| EOY | $2,009,878 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,753,346 | BOYAmt |
| EOY | $48,092,831 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,608 | BOYAmt |
| EOY | $30,544 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,217 | BOYAmt |
| EOY | $328,137 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,850 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,819,440 | BOYAmt |
| EOY | $4,069,833 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,205 | BOYAmt |
| EOY | $535,083 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,375,320 | BOYAmt |
| EOY | $4,963,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,009,108 | BOYAmt |
| EOY | $4,915,259 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,895,147 | BOYAmt |
| EOY | $18,769,606 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,473,771 | BOYAmt |
| EOY | $19,444,369 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,378,026 | BOYAmt |
| EOY | $43,129,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,753,346 | BOYAmt |
| EOY | $48,092,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,224,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$472,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $1,731,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,206,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,306,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,247,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,793,849 | CurrentTaxYearAmt |
| Total | $21,286,027 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,731,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,206,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,306,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,247,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,793,849 | CurrentTaxYearAmt |
| Total | $21,286,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $21,286,027 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,149,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $975,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $950,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $986,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,148,940 | CurrentTaxYearAmt |
| Total | $5,210,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,496,471 | TotalSupportAmt |
| Public Support CY170 | 0.80340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77520 | 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 | $1,461,333 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $853,414 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,885,462 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,439,862 | BeginningYearBalanceAmt |
| Contributions | $846,741 | ContributionsAmt |
| Investment Earnings Or Losses | -$125,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,435,488 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,725,340 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,533,669 | BeginningYearBalanceAmt |
| Contributions | $932,547 | ContributionsAmt |
| Investment Earnings Or Losses | $2,710,723 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $737,077 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,439,862 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.60000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40000 | 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 | $106,250 | DepreciationAmt |
| Book Value | $1,168,750 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,066 | DepreciationAmt |
| Book Value | $150,863 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,744,613 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HALL CAPITAL& COMMON FUND HEDGE FUNDS | $4,067,337 | F |
| FIXED INCOME/MUTUAL FUNDS | $8,824,488 | F |
| US GOVERNMENT AND CORPORATE BONDS | $2,923,900 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,815,725 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $4,622 |
| LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS | $530,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $535,083 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,916,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$472,946 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $22,628 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,027 | OtherRevenueAmt |
| Revenue Not Reported | -$448,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,364,540 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,364,540 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,165,041 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $22,628 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,027 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $24,655 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,140,386 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,140,386 | 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 SAN LUIS OBISPO COMMUNITY FOUNDATION 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 4.25% 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, 2014 AND 2013, 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. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS FOR YEARS BEFORE 2011 OR STATE INCOME TAX EXAMINATIONS FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME OF SUPPORTING ORGANIZATION NETTED WITH EXPENSES ON FORM 990 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF SUPPORTING ORGANIZATION NETTED WITH INCOME ON FORM 990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (96 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | SCHOOL BASED MENTORING PROGRAM |
| 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 | COMMUNITY BASED MENTOR PROGRAM |
| CAL POLY CORPORATION | ||||||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 934070035 | 951648180 | 501(C)(3) | $7,500 | $0 | N/A | N/A | BAKARI MENTORING PROGRAM |
| CAL POLY FOUNDATION | ||||||||||
| I GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO SUPPORT CAL POLY'S MECHANICAL ENGINEERING SENIOR PROJECT |
| CASACOURT APPOINTED SPECIAL ADVOCATES OF SLO COUNTY | ||||||||||
| PO BOX 1168 | SAN LUIS OBISPO | CA | 93406 | 770316227 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CORE OPERATING FUNDING |
| CAYUCOS PIER PROJECT | ||||||||||
| PO BOX 893 | CAYUCOS | CA | 93430 | 770496500 | 501(C)(3) | $35,000 | $0 | N/A | N/A | DONOR RECOGNITION PLAQUES AND OUTREACH MATERIALS |
| CAYUCOS PIER PROJECT | ||||||||||
| PO BOX 893 | CAYUCOS | CA | 93430 | 770496500 | 501(C)(3) | $9,228 | $0 | N/A | N/A | DRAFT ELECTRICAL PLANS & CONSTRUCTION ESTIMATES |
| CENTER FOR FAMILY STRENGTHENING (FORMERLY SLO-CAP) | ||||||||||
| 1110 CALIFORNIA BLVD B | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $6,000 | $0 | N/A | N/A | PROMOTORES COLLABORATIVE OF SLO COUNTY |
| CENTER FOR FAMILY STRENGTHENING (FORMERLY SLO-CAP) | ||||||||||
| 1110 CALIFORNIA BLVD B | SAN LUIS OBISPO | CA | 93401 | 770206822 | 501(C)(3) | $5,000 | $0 | N/A | N/A | PARTNERSHIP FOR EXCELLENCE IN FAMILY SUPPORT OF SAN LUIS OBISPO COUNTY PROFESSIONAL DEVELOPMENT PROJECT |
| CENTRAL COAST AG NETWORK DBA CENTRAL COAST GROWN | ||||||||||
| PO BOX 3736 | SAN LUIS OBISPO | CA | 93403 | 203447329 | 501(C)(3) | $7,500 | $0 | N/A | N/A | UNRESTRICTED |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 6500 MORRO ROAD SUITE A | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $5,000 | $0 | N/A | N/A | PASO ROBLES CRISIS INTERVENTION PROGRAM |
| CENTRAL COAST LINK DBA THE LINK | ||||||||||
| 6500 MORRO ROAD SUITE A | ATASCADERO | CA | 93422 | 912022036 | 501(C)(3) | $5,000 | $0 | N/A | N/A | ATASCADERO CRISIS INTERVENTION PROGAM |
| CENTRAL COAST WILDLIFE REHABILITATION GUILD DBA PACIFIC WILDLIFE CARE | ||||||||||
| POST OFFICE BOX 1134 | MORRO BAY | CA | 93443 | 770196350 | 501(C)(3) | $40,000 | $0 | N/A | N/A | UNRESTRICTED |
| CLARK CENTER FOUNDATION | ||||||||||
| PO BOX 1114 | ARROYO GRANDE | CA | 93421 | 770150216 | 501(C)(3) | $7,911 | $0 | N/A | N/A | ANNUAL FUND DISTRIBUTION |
| CLARK CENTER FOUNDATION | ||||||||||
| PO BOX 1114 | ARROYO GRANDE | CA | 93421 | 770150216 | 501(C)(3) | $7,730 | $0 | N/A | N/A | UNRESTRICTED |
| COLUMBIA COUNSELING MINISTRIES | ||||||||||
| 5001 TROTWOOD AVENUE | COLUMBIA | TN | 38401 | 300604415 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| COLUMBIA FIRST UNITED METHODIST CHURCH | ||||||||||
| 222 WEST 7TH STREET | COLUMBIA | TN | 38401 | RELIGIOUS | $16,000 | $0 | N/A | N/A | UNRESTRICTED | |
| 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 AND PREVENTION SCREENING PROGRAM |
| COMMUNITY HEALTH CENTERS | ||||||||||
| PO BOX 430 | NIPOMO | CA | 93444 | 953253302 | 501(C)(3) | $5,000 | $0 | N/A | N/A | RETINAL CAMERA |
| COTTAGE REHABILITATION HOSPITAL FOUNDATIONCOAST CAREGIVER RESOURCE CENTER | ||||||||||
| 1528 CHAPALA STREET SUITE 302 | SANTA BARBARA | CA | 93101 | 951644629 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CORE OPERATING FUNDS |
| CUESTA COLLEGE FOUNDATION | ||||||||||
| P O BOX 8106 | SAN LUIS OBISPO | CA | 934038106 | 237225601 | 501(C)(3) | $7,730 | $0 | N/A | N/A | CONLEY NURSING PROGRAM SCHOLARSHIP |
| DUNES CENTER | ||||||||||
| 1065 GUADALUPE STREET | GUADALUPE | CA | 93434 | 770502739 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CREATIVE WRITING PROGRAM |
| ESALEN INSTITUTE | ||||||||||
| 55000 HIGHWAY ONE | BIG SUR | CA | 93920 | 946114235 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| ESTRELLA WARBIRDS MUSEUM INC | ||||||||||
| 4251 DRY CREEK ROAD | PASO ROBLES | CA | 93446 | 770324714 | 501(C)(3) | $5,000 | $0 | N/A | N/A | OPERATING SUPPORT |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $6,000 | $0 | N/A | N/A | SUPPORT SERVICES FOR TAY FOSTER YOUTH |
| FAMILY CARE NETWORK INC | ||||||||||
| 1255 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | 770159090 | 501(C)(3) | $5,000 | $0 | N/A | N/A | EDUCATIONAL SUPPORT SERVICES |
| FIVE CITIES HOMELESS COALITION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 934830558 | 270413593 | 501(C)(3) | $325,000 | $0 | N/A | N/A | SOUTH COUNTY RAPID RE-HOUSING PROGRAM |
| FIVE CITIES HOMELESS COALITION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 934830558 | 270413593 | 501(C)(3) | $12,000 | $0 | N/A | N/A | PLANNING/START-UP GRANT |
| FIVE CITIES HOMELESS COALITION | ||||||||||
| PO BOX 558 | GROVER BEACH | CA | 934830558 | 270413593 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HELPING HANDS FUND |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 2070 | PASO ROBLES | CA | 93447 | 770210727 | 501(C)(3) | $27,803 | $0 | N/A | N/A | UNRESTRICTED |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 2070 | PASO ROBLES | CA | 93447 | 770210727 | 501(C)(3) | $5,060 | $0 | N/A | N/A | UNRESTRICTED - OTTO DAVIDSON |
| 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 | 2014-15 SCHOOL MATINEE PERFORMANCE SEASON |
| 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 | TO BENEFIT THE CURRENT ENDOWMENT CAMPAIGN |
| FRENCH HOSPITAL MEDICAL CENTER FOUNDATION AND PUBLIC AFFAIRS | ||||||||||
| 1911 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 203256125 | 501(C)(3) | $25,000 | $0 | N/A | N/A | TO BENEFIT THE CARDIAC CARE ENDOWMENT FUND |
| FRIENDS OF PRADO DAY CENTER | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $48,275 | $0 | N/A | N/A | TO SUPPORT OPERATIONS |
| FRIENDS OF PRADO DAY CENTER | ||||||||||
| PO BOX 12444 | SAN LUIS OBISPO | CA | 93406 | 770540323 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| FRIENDS OF THE SAN LUIS OBISPO BOTANICAL GARDENS | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $17,154 | $0 | N/A | N/A | UNRESTRICTED |
| GROVER BEACH COMMUNITY LIBRARY | ||||||||||
| 240 N 9TH STREET | GROVER BEACH | CA | 93433 | 432024995 | 501(C)(3) | $7,730 | $0 | N/A | N/A | UNRESTRICTED |
| HOSPICE PARTNERS OF THE CENTRAL COAST | ||||||||||
| 277 SOUTH STREET STE R | SAN LUIS OBISPO | CA | 93401 | 770475425 | 501(C)(3) | $7,730 | $0 | N/A | N/A | UNRESTRICTED |
| LAGUNA MIDDLE SCHOOL PTA | ||||||||||
| 11050 LOS OSOS VALLEY RD | SAN LUIS OBISPO | CA | 93405 | 951683870 | $5,000 | $0 | N/A | N/A | 2014-15 STUDENT THEATER PRODUCTION | |
| LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $200,000 | $0 | N/A | N/A | FOR THE PISMO PRESERVE |
| LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY | ||||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | 770039294 | 501(C)(3) | $5,000 | $0 | N/A | N/A | FOR THE PISMO WWS PRESERVE |
| LUCIA MAR UNIFIED SCHOOL DISTRICT | ||||||||||
| 602 ORCHARD STREET | ARROYO GRANDE | CA | 93420 | GOVERNMENT | $10,000 | $0 | N/A | N/A | TO BE USED FBO ROBOTICS PROGRAM | |
| MAURY MAGIC RIDERS INC | ||||||||||
| PO BOX 560 | COLUMBIA | TN | 38402 | 621742129 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| OLD MISSION SCHOOL | ||||||||||
| 761 BROAD STREET | SAN LUIS OBISPO | CA | 93405 | 941658139 | 501(C)(3) | $5,000 | $0 | N/A | N/A | LEGACY CAMPAIGN |
| PARTNERS IN EQUESTRIAN THERAPY | ||||||||||
| PO BOX 5253 | SAN LUIS OBISPO | CA | 93403 | 770550688 | 501(C)(3) | $6,500 | $0 | N/A | N/A | PET/VET |
| PARTNERSHIP FOR THE CHILDREN OF SAN LUIS OBISPO COUNTYTOLOSA CHILDREN'S DE | ||||||||||
| 717 WALNUT DRIVE | PASO ROBLES | CA | 93446 | 770346861 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TOLOSA CHILDREN'S DENTAL CENTER |
| PEOPLES' SELF-HELP HOUSING | ||||||||||
| 3533 EMPLEO STREET | SAN LUIS OBISPO | CA | 93401 | 952750154 | 501(C)(3) | $5,000 | $0 | N/A | N/A | HOMELESS PLACEMENT, PREVENTION AND STABILIZATION |
| PLANNED PARENTHOOD OF SANTA BARBARA VENTURA AND SAN LUIS OBISPO | ||||||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | 952319356 | 501(C)(3) | $5,000 | $0 | N/A | N/A | COMPREHENSIVE SEXUALITY EDUCATION SERIES |
| RISE (FORMERLY NORTH COUNTY WOMEN'S SHELTER AND RESOURCE CENTER) | ||||||||||
| 1030 VINE STREET | PASO ROBLES | CA | 93447 | 770068977 | 501(C)(3) | $5,000 | $0 | N/A | N/A | VICTIMS OF DOMESTIC VIOLENCE ASSISTANCE |
| RYAN J CLARKE CPR FUND FOR SCHOOLS | ||||||||||
| 1707 CANYON CREST LANE | PASO ROBLES | CA | 93446 | 452809396 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CPR AND AED USE |
| SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT | ||||||||||
| 1500 LIZZIE STREET | SAN LUIS OBISPO | CA | 93401 | GOVERNMENT | $14,566 | $0 | N/A | N/A | FOR APPROVED SPRING GRANTS FOR SLCUSD | |
| SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT | ||||||||||
| 1500 LIZZIE STREET | SAN LUIS OBISPO | CA | 93401 | GOVERNMENT | $12,194 | $0 | N/A | N/A | AS PER APPROVED FALL 2014 TEACH GRANTS | |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SLO FRC |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CDRC THERAPEUTIC SERVICE HOURS |
| SAN LUIS OBISPO CHILD DEVELOPMENT CENTER | ||||||||||
| 1720 BISHOP STREET | SAN LUIS OBISPO | CA | 93401 | 237111804 | 501(C)(3) | $5,000 | $0 | N/A | N/A | COASTAL FRC |
| SAN LUIS OBISPO COUNTY LEGAL ALTERNATIVES INC | ||||||||||
| 1011 PACIFIC ST SUITE B | SAN LUIS OBISPO | CA | 93401 | 770335048 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SLOLAC BENEFITS PROJECT |
| SAN LUIS VOCAL ARTS ENSEMBLE | ||||||||||
| PO BOX 4306 | SAN LUIS OBISPO | CA | 93403 | 953370761 | 501(C)(3) | $5,000 | $0 | N/A | N/A | 2015 SPRING SCHOOL CHORAL FESTIVAL |
| SANTA MARIA VALLEY HUMANE SOCIETY | ||||||||||
| 1687 WEST STOWELL ROAD | SANTA MARIA | CA | 93458 | 770002949 | 501(C)(3) | $5,000 | $0 | N/A | N/A | LOW COST SPAY/NEUTER CLINIC |
| SENIOR NUTRITION PROGRAM OF SLO COUNTY | ||||||||||
| 2180 JOHNSON AVENUE | SAN LUIS OBISPO | CA | 93401 | 770279528 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SENIOR NUTRITION PROGRAM |
| SKILLFUL MEDITATION PROJECT | ||||||||||
| POST OFFICE BOX 1173 | IDYLLWILD | CA | 92549 | 954513251 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| SLO BOTANICAL GARDEN | ||||||||||
| 3450 DAIRY CREEK ROAD | SAN LUIS OBISPO | CA | 93405 | 770248682 | 501(C)(3) | $5,153 | $0 | N/A | N/A | 2014 DESIGNATED DISTRIBUTION |
| SLO CHILDREN'S MUSEUM | ||||||||||
| 1010 NIPOMO STREET | SAN LUIS OBISPO | CA | 93401 | 770261830 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| SLO COUNTY OFFICE OF EDUCATION | ||||||||||
| 3350 EDUCATION DRIVE | SAN LUIS OBISPO | CA | 93405 | GOVERNMENT | $40,000 | $0 | N/A | N/A | 2014 RAISING A READER | |
| SLO LITTLE THEATRE INC | ||||||||||
| POST OFFICE BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $7,000 | $0 | N/A | N/A | ACADEMY OF CREATIVE THEATRE |
| SLO LITTLE THEATRE INC | ||||||||||
| POST OFFICE BOX 122 | SAN LUIS OBISPO | CA | 93406 | 952556678 | 501(C)(3) | $5,000 | $0 | N/A | N/A | LIGHTING CONSOLE |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE B-4 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $50,000 | $0 | N/A | N/A | UNRESTRICTED |
| SLO NOOR FOUNDATION | ||||||||||
| 1428 PHILLIPS LANE SUITE B-4 | SAN LUIS OBISPO | CA | 93401 | 271412176 | 501(C)(3) | $11,000 | $0 | N/A | N/A | OUTREACH AND HEALTH SERVICES FOR FARM AND VINEYARD WORKERS |
| SLO SYMPHONY | ||||||||||
| PO BOX 658 | SAN LUIS OBISPO | CA | 93406 | 952493144 | 501(C)(3) | $65,000 | $0 | N/A | N/A | OPERATIONS 2014 |
| SLO SYMPHONY | ||||||||||
| PO BOX 658 | SAN LUIS OBISPO | CA | 93406 | 952493144 | 501(C)(3) | $7,730 | $0 | N/A | N/A | SLO YOUTH SYMPHONY |
| SLO SYMPHONY | ||||||||||
| PO BOX 658 | SAN LUIS OBISPO | CA | 93406 | 952493144 | 501(C)(3) | $5,000 | $0 | N/A | N/A | EVERYDAY ETUDES PROGRAM |
| SONSHINE FOLK SCHOOL FARM INC | ||||||||||
| 8307 SOFTWIND DRIVE | MECHANICSVILLE | VA | 23111 | 272888122 | 501(C)(3) | $12,500 | $0 | N/A | N/A | UNRESTRICTED |
| SOUTH COUNTY EDUCATION FOUNDATION | ||||||||||
| POST OFFICE BOX 222 | ARROYO GRANDE | CA | 934210222 | 770020195 | 501(C)(3) | $7,000 | $0 | N/A | N/A | ANNUAL DISTRIBUTION FOR GRANTS IN ARTS AND SCIENCES TO GRADES 1-6 AND GRADES 7-12 |
| SOUTH COUNTY YOUTH COALITION | ||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $5,000 | $0 | N/A | N/A | "HELPING HAND FUND" |
| SOUTH COUNTY YOUTH COALITION | ||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $5,000 | $0 | N/A | N/A | "HELPING HAND FUND" |
| SOUTH COUNTY YOUTH COALITION | ||||||||||
| PO BOX 371 | ARROYO GRANDE | CA | 93421 | 770495870 | 501(C)(3) | $5,000 | $0 | N/A | N/A | HELPING HAND FUND |
| SPECIAL OLYMPICS | ||||||||||
| 1171 A TORO STREET | SAN LUIS OBISPO | CA | 93401 | 954538450 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CORE OPERATING COSTS |
| ST LUKE UNITED METHODIST CHURCH | ||||||||||
| PO BOX 1796 | COLUMBIA | TN | 38402 | RELIGIOUS | $6,000 | $0 | N/A | N/A | UNRESTRICTED | |
| ST ROSE SCHOOL | ||||||||||
| 900 TUCKER AVE | PASO ROBLES | CA | 93446 | 941658139 | RELIGIOUS | $25,000 | $0 | N/A | N/A | RESTRICTED TO THE GUIDANCE OF THE PARENT'S ADVISORY COMMITTEE |
| STANFORD UNIVERSITY | ||||||||||
| POST OFFICE BOX 20466 | STANFORD | CA | 943090466 | 941156365 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO BENEFIT THE CAMPAIGN FOR STANFORD MEDICINE |
| TEACH ELEMENTARY SCHOOL | ||||||||||
| 451 JAYCEE DRIVE | SAN LUIS OBISPO | CA | 93405 | GOVERNMENT | $100,000 | $0 | N/A | N/A | TEACH ELEMENTARY SCHOOL | |
| THE SALVATION ARMY | ||||||||||
| 1550 WEST BRANCH STREET | ARROYO GRANDE | CA | 93420 | 941156347 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TARGETED ASSISTANCE FUND |
| TRANSITIONAL FOOD AND SHELTER INC | ||||||||||
| PO BOX 4471 | PASO ROBLES | CA | 93447 | 770489535 | 501(C)(3) | $5,000 | $0 | N/A | N/A | CORE OPERATING COSTS. |
| TRANSITIONS-MENTAL HEALTH ASSOCIATION | ||||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | 953509040 | 501(C)(3) | $9,000 | $0 | N/A | N/A | EMPLOYMENT GATEWAY |
| TURKISH PHILANTHROPY FUNDS (TPF) | ||||||||||
| 216 EAST 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | 208392006 | 501(C)(3) | $15,000 | $0 | N/A | N/A | TO CONTINUE THE SCHOLARSHIP IN THE NAME OF S. SAMI SOLU, M.D. |
| TURKISH PHILANTHROPY FUNDS (TPF) | ||||||||||
| 216 EAST 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | 208392006 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO CONTINUE THE SCHOLARSHIP IN THE NAME OF S. SAMI SOLU, M.D. |
| UNIVERSITY OF CALIFORNIA COOPERATIVE EXTENSION IN SLO COUNTY | ||||||||||
| 2156 SIERRA WAY SUITE C | SAN LUIS OBISPO | CA | 934014556 | 946036494 | 501(C)(3) | $5,000 | $0 | N/A | N/A | INCREASING SCIENCE LITERACY AND LEADERSHIP |
| VOICES AGAINST BRAIN CANCER | ||||||||||
| 1375 BROADWAY 3RD FLOOR | NEW YORK | NY | 10018 | 202872778 | 501(C)(3) | $5,000 | $0 | N/A | N/A | TO SUPPORT JOIN THE VOICES! AGAINST BRAIN CANCER RUN/WALK (TEAM O'CONNELL) |
| WHITMAN COLLEGE OFFICE OF ANNUAL GIVING | ||||||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | 910567740 | 501(C)(3) | $5,000 | $0 | N/A | N/A | UNRESTRICTED |
| WOMEN'S SHELTER PROGRAM OF SLO AKA GLINDA SERVICES INC | ||||||||||
| PO BOX 125 | SAN LUIS OBISPO | CA | 93406 | 953370729 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SELF-SUFFICIENCY PROGRAM FOR DOMESTIC VIOLENCE VICTIMS |
| WOODS HUMANE SOCIETY | ||||||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | 952058587 | 501(C)(3) | $7,730 | $0 | N/A | N/A | UNRESTRICTED |
| AIDS SUPPORT NETWORK OF SLO COUNTY | ||||||||||
| PO BOX 12158 | SAN LUIS OBISPO | CA | 93406 | 770205717 | 501(C)(3) | $5,000 | $0 | N/A | N/A | SLO HEP C PROJECT/AIDS SUPPORT NETWORK |
| ALPHA PREGNANCY & PARENTING SUPPORT | ||||||||||
| 11549 LOS OSOS VALLEY ROAD STE 104 | SAN LUIS OBISPO | CA | 93405 | 953570504 | 501(C)(3) | $5,000 | $0 | N/A | N/A | MATERNAL WELLNESS AND INFANT SAFETY: PROTECTING OUR MOTHERS AND BABIES |
| ARROYO GRANDE IN BLOOM | ||||||||||
| PO BOX 1526 | ARROYO GRANDE | CA | 93421 | 273797711 | 501(C)(3) | $5,000 | $0 | N/A | N/A | WALK OF HISTORY |
| ATASCADERO EDUCATION FOUNDATION | ||||||||||
| POST OFFICE BOX 642 | ATASCADERO | CA | 93423 | 770273964 | 501(C)(3) | $5,000 | $0 | N/A | N/A | ATASCADERO HIGH SCHOOL ROBOTICS TEAM |
| ATASCADERO GREYHOUND FOUNDATION | ||||||||||
| PO BOX 3120 | ATASCADERO | CA | 934233120 | 770390865 | 501(C)(3) | $5,000 | $0 | N/A | N/A | FRINGE FESTIVAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 92 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (35 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| SCHOLARSHIP 2011 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 1 | -$1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2012 DAVID B GIANAS MEMORIAL SCHOLARSHIP | 3 | -$2,500 | $0 | N/A | N/A |
| SCHOLARSHIP 2013 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 2 | -$1,750 | $0 | N/A | N/A |
| SCHOLARSHIP 2013 DOUGLAS DEGROSS SCHOLARSHIP IN AUTOMOTIVE STUDIES | 1 | -$1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2013 RICHARD J. WEYHRICH LEADERSHIP SCHOLARSHIP | 1 | -$834 | $0 | N/A | N/A |
| SCHOLARSHIP 2013 YEAGER SCIENCE SCHOLARSHIP | 1 | -$18,500 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 BRIAN WATERBURY MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 DAVID B. GIANAS MEMORIAL SCHOLARSHIP | 5 | $5,750 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 DON FLOYD MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 DOROTHY ROSS MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 DOUGLAS DEGROSS SCHOLARSHIP IN AUTOMOTIVE STUDIES | 1 | $2,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 FRANK C. HOLT SCHOLARSHIP | 2 | $6,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 GARY GROSSMAN SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 GARY PAUL PIANTANIDA SCHOLARSHIP | 2 | $24,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 IAN PURDON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| HUMAN SERVICES 2014 ISABEL P. RUIZ HUMANITARIAN AWARD | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 JENNIFER THOMA MEMORIAL BALLET SCHOLARHSIP | 1 | $2,500 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 JOHN AND YVONNE HSU EDMISTEN SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 KELLY A. MCADAMS SCHOLARSHIP | 3 | $15,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 LAUREN TIPTON SLAUGHTER SCHOLARSHIP | 1 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 PASO ROBLES H.S. CLASS OF '55 SCHOLARSHIP | 2 | $2,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 RICHARD J. WEYHRICH LEADERSHIP AWARD | 12 | $48,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP | 1 | $8,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 SPIRIT OF THE CLASS OF '49 AWARD FUND | 2 | $1,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 STEPHEN DONNELLAN MOSS MEMORIAL SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 SWITZER SCHOLARSHIP | 1 | $16,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 TRACTOR RESTORATION AWARD | 1 | $2,000 | $0 | N/A | N/A |
| SCHOLARSHIP 2014 YEAGER SCIENCE SCHOLARSHIP | 2 | $46,000 | $0 | N/A | N/A |
| SCHOLARSHIP BURT W. POLIN AND VIRGINIA POLIN ELKS SCHOLARSHIP | 1 | $1,500 | $0 | N/A | N/A |
| SCHOLARSHIP GERMAN SCHOOL COMMITTEE FUND | 1 | $1,000 | $0 | N/A | N/A |
| EDUCATION FOR TECHNOLOGY IN THE KINDERGARTEN CLASSROOM | 1 | $2,145 | $0 | N/A | N/A |
| SCHOLARSHIP SCHOLARSHIP FOR CEARA EISWORTH -GERMAN SCHOOL COMMITTEE FUND | 1 | $1,500 | $0 | N/A | N/A |
| EDUCATION UNRESTRICTED | 1 | $1,000 | $0 | N/A | N/A |
| HUMAN SERVICES UNRESTRICTED | 1 | $10,000 | $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 | ALL FOUNDATION GRANTS ARE REQUIRED TO FILE, AT MINIMUM, A FINAL WRITTEN GRANT REPORT AT THE END OF THE GRANT TERM. 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 | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,698,574 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FV OF SECURITIES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT SUPPLIES | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,575 | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS FOUNDATION'S DIRECTOR OF FINANCE, 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 REVIEWER, GRANT AND SCHOLARSHIP COMMITTEE MEMBER 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 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 SLOCCF | 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 | SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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