2015-05-12T20:02:08-05:00 2014-12-31 262350873 CALIBER AUDIT & ATTEST LLP 265 SOUTH STREET SUITE A SAN LUIS OBISPO CA 93401 990 2014-01-01 770496500 SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION SANL 8055432323 550 DANA STREET SAN LUIS OBISPO CA 93401 HEIDI MCPHERSON CHIEF EXECUTIVE OFFICER 8055432323 2015-05-08 1 KIMBERLYN SPILLER P01491937 8058880240 2014 2016-03-07 17:11:31Z THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY ANN ROBINSON 550 DANA STREET SAN LUIS OBISPO CA 93401 50511969 0 X WWW.CFSLOCO.ORG X 1998 CA 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. 13 13 9 100 0 0 2247578 7793849 0 0 1685854 2354722 -297762 215969 3635670 10364540 1453638 2062056 0 0 338176 385811 0 0 275441 408295 692519 2200109 3140386 1435561 7224154 40753346 48092831 4375320 4963597 36378026 43129234 TO PROVIDE LEADERSHIP AND TO ENCOURAGE CHARITABLE GIVING FOR THE ISSUES THAT IMPROVE AND ENHANCE LIVES IN THE COUNTY. 0 0 2062056 2062056 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. 467163 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. 2529219 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 18 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X DONNA JONES 8055432323 550 DANA STREET SAN LUIS OBISPO CA 93401 ANN ROBINSON PRESIDENT 2.00 X X 0 0 0 BILL RAVER CFO/TREASURER 2.00 X X 0 0 0 JIM BRABECK DIRECTOR 2.00 X 0 0 0 CLAIRE CLARK INTERIM CEO 40.00 X X 45333 0 0 STEVE JOBST DIRECTOR 2.00 X 0 0 0 STEVE MCCARTY VICE PRESIDENT 2.00 0.40 X X 0 0 0 MIKE MINER DIRECTOR 2.00 X 0 0 0 BARBARA PARTRIDGE DIRECTOR 2.00 X 0 0 0 MIKE PATRICK DIRECTOR 2.00 0.20 X 0 0 0 TOM SHERMAN DIRECTOR 2.00 X 0 0 0 JOHNINE TALLEY DIRECTOR 2.00 X 0 0 0 NICK THILLE SECRETARY 2.00 X X 0 0 0 JIM GLINN DIRECTOR 2.00 X 0 0 0 LEE F HOLLISTER DIRECTOR 2.00 X 0 0 0 MARY VERDIN DIRECTOR 2.00 X 0 0 0 HEIDI MCPHERSON CEO 45.00 1.00 X 82981 0 0 128314 0 0 0 0 0 0 0 7793849 5704149 7793849 1148941 1148941 41353210 40147429 1205781 1205781 1205781 INCOME FROM INVESTMENT IN REF 900099 338914 338914 OTHER REVENUE 900099 92672 92672 MISC - SPLIT INTEREST 900099 -11052 -11052 -204565 -204565 215969 10364540 2570691 0 0 1881245 1881245 180811 180811 192928 57878 67525 67525 128314 38494 44910 44910 5216 1565 1773 1878 31229 9369 10618 11242 28124 8437 9562 10125 3905 3905 14000 14000 274532 129030 96086 49416 24355 24355 7107 782 995 5330 18325 8613 6414 3298 22686 22686 18268 8586 6394 3288 18624 18624 55190 55190 10898 961 8783 1154 FUND OPERATION EXPENSE 393155 184783 137604 70768 MISCELLANEOUS 20312 9547 7109 3656 MEMBERSHIP DUES AND SUB 9376 1781 5907 1688 PROGRAM EXPENSE 8574 5355 2126 1093 -206788 1982 -208840 70 3140386 2529219 335726 275441 105126 115111 3954843 5187152 3373 6813 1957929 213316 1790787 1744613 20048294 23113539 13459643 15815725 100000 100000 1291280 2009878 40753346 48092831 34608 30544 132217 328137 15850 0 3819440 4069833 373205 535083 4375320 4963597 X 5009108 4915259 12895147 18769606 18473771 19444369 36378026 43129234 40753346 48092831 7224154 -472946 0 X X 0 1 X 1 0 X 1731929 3206441 6306230 2247578 7793849 21286027 1731929 3206441 6306230 2247578 7793849 21286027 21286027 1149158 975881 950279 986186 1148940 5210444 26496471 0.80340 0.77520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88 1461333 853414 13885462 1 1 0 1 X 30738701 6438421 1672280 2071828 36777574 27579523 1136386 3542480 1519688 30738701 23725340 1593977 2818887 558681 27579523 24439862 846741 -125775 1435488 23725340 21533669 932547 2710723 737077 24439862 0.60000 0.40000 0 0 425000 425000 1275000 106250 1168750 257929 107066 150863 1744613 HALL CAPITAL& COMMON FUND HEDGE FUNDS 4067337 F FIXED INCOME/MUTUAL FUNDS 8824488 F US GOVERNMENT AND CORPORATE BONDS 2923900 F 15815725 PAYROLL LIABILITIES 4622 LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS 530461 535083 X 9916249 -472946 22628 2027 -448291 10364540 0 10364540 3165041 22628 2027 24655 3140386 0 3140386 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 1 BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY PO BOX 12644 SAN LUIS OBISPO CA 93406 770348487 501(C)(3) 5000 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) 5000 0 N/A N/A COMMUNITY BASED MENTOR PROGRAM CAL POLY CORPORATION 1 GRAND AVENUE SAN LUIS OBISPO CA 934070035 951648180 501(C)(3) 7500 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) 5000 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) 5000 0 N/A N/A CORE OPERATING FUNDING CAYUCOS PIER PROJECT PO BOX 893 CAYUCOS CA 93430 770496500 501(C)(3) 35000 0 N/A N/A DONOR RECOGNITION PLAQUES AND OUTREACH MATERIALS CAYUCOS PIER PROJECT PO BOX 893 CAYUCOS CA 93430 770496500 501(C)(3) 9228 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) 6000 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) 5000 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) 7500 0 N/A N/A UNRESTRICTED CENTRAL COAST LINK DBA THE LINK 6500 MORRO ROAD SUITE A ATASCADERO CA 93422 912022036 501(C)(3) 5000 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) 5000 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) 40000 0 N/A N/A UNRESTRICTED CLARK CENTER FOUNDATION PO BOX 1114 ARROYO GRANDE CA 93421 770150216 501(C)(3) 7911 0 N/A N/A ANNUAL FUND DISTRIBUTION CLARK CENTER FOUNDATION PO BOX 1114 ARROYO GRANDE CA 93421 770150216 501(C)(3) 7730 0 N/A N/A UNRESTRICTED COLUMBIA COUNSELING MINISTRIES 5001 TROTWOOD AVENUE COLUMBIA TN 38401 300604415 501(C)(3) 5000 0 N/A N/A UNRESTRICTED COLUMBIA FIRST UNITED METHODIST CHURCH 222 WEST 7TH STREET COLUMBIA TN 38401 RELIGIOUS 16000 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) 5000 0 N/A N/A ADULT WELLNESS AND PREVENTION SCREENING PROGRAM COMMUNITY HEALTH CENTERS PO BOX 430 NIPOMO CA 93444 953253302 501(C)(3) 5000 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) 5000 0 N/A N/A CORE OPERATING FUNDS CUESTA COLLEGE FOUNDATION P O BOX 8106 SAN LUIS OBISPO CA 934038106 237225601 501(C)(3) 7730 0 N/A N/A CONLEY NURSING PROGRAM SCHOLARSHIP DUNES CENTER 1065 GUADALUPE STREET GUADALUPE CA 93434 770502739 501(C)(3) 5000 0 N/A N/A CREATIVE WRITING PROGRAM ESALEN INSTITUTE 55000 HIGHWAY ONE BIG SUR CA 93920 946114235 501(C)(3) 5000 0 N/A N/A UNRESTRICTED ESTRELLA WARBIRDS MUSEUM INC 4251 DRY CREEK ROAD PASO ROBLES CA 93446 770324714 501(C)(3) 5000 0 N/A N/A OPERATING SUPPORT FAMILY CARE NETWORK INC 1255 KENDALL ROAD SAN LUIS OBISPO CA 93401 770159090 501(C)(3) 6000 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) 5000 0 N/A N/A EDUCATIONAL SUPPORT SERVICES FIVE CITIES HOMELESS COALITION PO BOX 558 GROVER BEACH CA 934830558 270413593 501(C)(3) 325000 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) 12000 0 N/A N/A PLANNING/START-UP GRANT FIVE CITIES HOMELESS COALITION PO BOX 558 GROVER BEACH CA 934830558 270413593 501(C)(3) 10000 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) 27803 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) 5060 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) 5000 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) 5000 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) 25000 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) 48275 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) 5000 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) 17154 0 N/A N/A UNRESTRICTED GROVER BEACH COMMUNITY LIBRARY 240 N 9TH STREET GROVER BEACH CA 93433 432024995 501(C)(3) 7730 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) 7730 0 N/A N/A UNRESTRICTED LAGUNA MIDDLE SCHOOL PTA 11050 LOS OSOS VALLEY RD SAN LUIS OBISPO CA 93405 951683870 5000 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) 200000 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) 5000 0 N/A N/A FOR THE PISMO WWS PRESERVE LUCIA MAR UNIFIED SCHOOL DISTRICT 602 ORCHARD STREET ARROYO GRANDE CA 93420 GOVERNMENT 10000 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) 5000 0 N/A N/A UNRESTRICTED OLD MISSION SCHOOL 761 BROAD STREET SAN LUIS OBISPO CA 93405 941658139 501(C)(3) 5000 0 N/A N/A LEGACY CAMPAIGN PARTNERS IN EQUESTRIAN THERAPY PO BOX 5253 SAN LUIS OBISPO CA 93403 770550688 501(C)(3) 6500 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) 5000 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) 5000 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) 5000 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) 5000 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) 5000 0 N/A N/A CPR AND AED USE SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT 1500 LIZZIE STREET SAN LUIS OBISPO CA 93401 GOVERNMENT 14566 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 12194 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) 5000 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) 5000 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) 5000 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) 5000 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) 5000 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) 5000 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) 5000 0 N/A N/A SENIOR NUTRITION PROGRAM SKILLFUL MEDITATION PROJECT POST OFFICE BOX 1173 IDYLLWILD CA 92549 954513251 501(C)(3) 5000 0 N/A N/A UNRESTRICTED SLO BOTANICAL GARDEN 3450 DAIRY CREEK ROAD SAN LUIS OBISPO CA 93405 770248682 501(C)(3) 5153 0 N/A N/A 2014 DESIGNATED DISTRIBUTION SLO CHILDREN'S MUSEUM 1010 NIPOMO STREET SAN LUIS OBISPO CA 93401 770261830 501(C)(3) 5000 0 N/A N/A UNRESTRICTED SLO COUNTY OFFICE OF EDUCATION 3350 EDUCATION DRIVE SAN LUIS OBISPO CA 93405 GOVERNMENT 40000 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) 7000 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) 5000 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) 50000 0 N/A N/A UNRESTRICTED SLO NOOR FOUNDATION 1428 PHILLIPS LANE SUITE B-4 SAN LUIS OBISPO CA 93401 271412176 501(C)(3) 11000 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) 65000 0 N/A N/A OPERATIONS 2014 SLO SYMPHONY PO BOX 658 SAN LUIS OBISPO CA 93406 952493144 501(C)(3) 7730 0 N/A N/A SLO YOUTH SYMPHONY SLO SYMPHONY PO BOX 658 SAN LUIS OBISPO CA 93406 952493144 501(C)(3) 5000 0 N/A N/A EVERYDAY ETUDES PROGRAM SONSHINE FOLK SCHOOL FARM INC 8307 SOFTWIND DRIVE MECHANICSVILLE VA 23111 272888122 501(C)(3) 12500 0 N/A N/A UNRESTRICTED SOUTH COUNTY EDUCATION FOUNDATION POST OFFICE BOX 222 ARROYO GRANDE CA 934210222 770020195 501(C)(3) 7000 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) 5000 0 N/A N/A "HELPING HAND FUND" SOUTH COUNTY YOUTH COALITION PO BOX 371 ARROYO GRANDE CA 93421 770495870 501(C)(3) 5000 0 N/A N/A "HELPING HAND FUND" SOUTH COUNTY YOUTH COALITION PO BOX 371 ARROYO GRANDE CA 93421 770495870 501(C)(3) 5000 0 N/A N/A HELPING HAND FUND SPECIAL OLYMPICS 1171 A TORO STREET SAN LUIS OBISPO CA 93401 954538450 501(C)(3) 5000 0 N/A N/A CORE OPERATING COSTS ST LUKE UNITED METHODIST CHURCH PO BOX 1796 COLUMBIA TN 38402 RELIGIOUS 6000 0 N/A N/A UNRESTRICTED ST ROSE SCHOOL 900 TUCKER AVE PASO ROBLES CA 93446 941658139 RELIGIOUS 25000 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) 5000 0 N/A N/A TO BENEFIT THE CAMPAIGN FOR STANFORD MEDICINE TEACH ELEMENTARY SCHOOL 451 JAYCEE DRIVE SAN LUIS OBISPO CA 93405 GOVERNMENT 100000 0 N/A N/A TEACH ELEMENTARY SCHOOL THE SALVATION ARMY 1550 WEST BRANCH STREET ARROYO GRANDE CA 93420 941156347 501(C)(3) 10000 0 N/A N/A TARGETED ASSISTANCE FUND TRANSITIONAL FOOD AND SHELTER INC PO BOX 4471 PASO ROBLES CA 93447 770489535 501(C)(3) 5000 0 N/A N/A CORE OPERATING COSTS. TRANSITIONS-MENTAL HEALTH ASSOCIATION PO BOX 15408 SAN LUIS OBISPO CA 93406 953509040 501(C)(3) 9000 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) 15000 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) 5000 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) 5000 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) 5000 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) 5000 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) 10000 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) 7730 0 N/A N/A UNRESTRICTED AIDS SUPPORT NETWORK OF SLO COUNTY PO BOX 12158 SAN LUIS OBISPO CA 93406 770205717 501(C)(3) 5000 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) 5000 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) 5000 0 N/A N/A WALK OF HISTORY ATASCADERO EDUCATION FOUNDATION POST OFFICE BOX 642 ATASCADERO CA 93423 770273964 501(C)(3) 5000 0 N/A N/A ATASCADERO HIGH SCHOOL ROBOTICS TEAM ATASCADERO GREYHOUND FOUNDATION PO BOX 3120 ATASCADERO CA 934233120 770390865 501(C)(3) 5000 0 N/A N/A FRINGE FESTIVAL 92 4 SCHOLARSHIP 2011 DAVID B GIANAS MEMORIAL SCHOLARSHIP 1 -1000 0 N/A N/A SCHOLARSHIP 2012 DAVID B GIANAS MEMORIAL SCHOLARSHIP 3 -2500 0 N/A N/A SCHOLARSHIP 2013 DAVID B. GIANAS MEMORIAL SCHOLARSHIP 2 -1750 0 N/A N/A SCHOLARSHIP 2013 DOUGLAS DEGROSS SCHOLARSHIP IN AUTOMOTIVE STUDIES 1 -1000 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 -18500 0 N/A N/A SCHOLARSHIP 2014 BRIAN WATERBURY MEMORIAL SCHOLARSHIP 1 1000 0 N/A N/A SCHOLARSHIP 2014 DAVID B. GIANAS MEMORIAL SCHOLARSHIP 5 5750 0 N/A N/A SCHOLARSHIP 2014 DON FLOYD MEMORIAL SCHOLARSHIP 1 1000 0 N/A N/A SCHOLARSHIP 2014 DOROTHY ROSS MEMORIAL SCHOLARSHIP 1 1000 0 N/A N/A SCHOLARSHIP 2014 DOUGLAS DEGROSS SCHOLARSHIP IN AUTOMOTIVE STUDIES 1 2000 0 N/A N/A SCHOLARSHIP 2014 FRANK C. HOLT SCHOLARSHIP 2 6000 0 N/A N/A SCHOLARSHIP 2014 GARY GROSSMAN SCHOLARSHIP 1 1500 0 N/A N/A SCHOLARSHIP 2014 GARY PAUL PIANTANIDA SCHOLARSHIP 2 24000 0 N/A N/A SCHOLARSHIP 2014 IAN PURDON MEMORIAL SCHOLARSHIP 1 1000 0 N/A N/A HUMAN SERVICES 2014 ISABEL P. RUIZ HUMANITARIAN AWARD 1 1000 0 N/A N/A SCHOLARSHIP 2014 JENNIFER THOMA MEMORIAL BALLET SCHOLARHSIP 1 2500 0 N/A N/A SCHOLARSHIP 2014 JOHN AND YVONNE HSU EDMISTEN SCHOLARSHIP 1 1000 0 N/A N/A SCHOLARSHIP 2014 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP 1 1000 0 N/A N/A SCHOLARSHIP 2014 KELLY A. MCADAMS SCHOLARSHIP 3 15000 0 N/A N/A SCHOLARSHIP 2014 LAUREN TIPTON SLAUGHTER SCHOLARSHIP 1 1000 0 N/A N/A SCHOLARSHIP 2014 PASO ROBLES H.S. CLASS OF '55 SCHOLARSHIP 2 2000 0 N/A N/A SCHOLARSHIP 2014 RICHARD J. WEYHRICH LEADERSHIP AWARD 12 48000 0 N/A N/A SCHOLARSHIP 2014 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP 1 8000 0 N/A N/A SCHOLARSHIP 2014 SPIRIT OF THE CLASS OF '49 AWARD FUND 2 1000 0 N/A N/A SCHOLARSHIP 2014 STEPHEN DONNELLAN MOSS MEMORIAL SCHOLARSHIP 1 1500 0 N/A N/A SCHOLARSHIP 2014 SWITZER SCHOLARSHIP 1 16000 0 N/A N/A SCHOLARSHIP 2014 TRACTOR RESTORATION AWARD 1 2000 0 N/A N/A SCHOLARSHIP 2014 YEAGER SCIENCE SCHOLARSHIP 2 46000 0 N/A N/A SCHOLARSHIP BURT W. POLIN AND VIRGINIA POLIN ELKS SCHOLARSHIP 1 1500 0 N/A N/A SCHOLARSHIP GERMAN SCHOOL COMMITTEE FUND 1 1000 0 N/A N/A EDUCATION FOR TECHNOLOGY IN THE KINDERGARTEN CLASSROOM 1 2145 0 N/A N/A SCHOLARSHIP SCHOLARSHIP FOR CEARA EISWORTH -GERMAN SCHOOL COMMITTEE FUND 1 1500 0 N/A N/A EDUCATION UNRESTRICTED 1 1000 0 N/A N/A HUMAN SERVICES UNRESTRICTED 1 10000 0 N/A N/A PART I, LINE 2: 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. X 15 5698574 FV OF SECURITIES X EVENT SUPPLIES 12 5575 FAIR VALUE 0 1 1 PART I, LINE 32B: 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. 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. REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY 550 DANA STREET SAN LUIS OBISPO CA 93401 800383894 SUPPORTING ORGANIZATION - CONDUCTING ACTIVITIES FOR THE BENEFIT OF SLOCCF CA 501(C) (3) PUBLIC CHARITY - TYP SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0