2015-07-13T13:30:32-05:00 2014-12-31 262691069 LONGCRIER & ASSOCIATES 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2014-01-01 264703396 HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE HARO 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 HOWARD CARROLL TRUSTEE 8055410178 2015-07-07 1 C WAYNE LONGCRIER P00256881 8055412500 2014 2016-02-25 16:41:14Z X 14630670 X X 2 2 415847 414753 48213 48213 43998 745894 4655321 745894 1209956 1208862 70000 28000 42000 10286 10286 0 3455 3455 0 122748 98199 24549 2330 2330 0 36165 36165 0 97 0 97 25 0 25 5047 2320 2727 250153 180755 69398 671810 671810 921963 180755 741208 287993 1028107 496307 810643 810643 780000 780000 780000 780000 12100966 12074623 13040027 13377273 13665266 14630670 0 0 X 0 0 0 0 13377273 13665266 13377273 13665266 13377273 13665266 13377273 287993 0 13665266 0 13665266 PUBLICLY TRADED SECURITIES - MERRILL LYNCH P 613817 602272 11545 11545 PUBLICLY TRADED SECURITIES - MERRILL LYNCH P 3895671 3307155 588516 588516 PUBLICLY TRADED SECURITIES - MERRILL LYNCH P 62 62 62 CAPITAL GAINS DIVIDENDS P 145771 145771 145771 745894 0 593291 13590753 0.043654 377294 12518740 0.030138 475804 12477450 0.038133 0 0 0.000000 0.111925 0.027981 14389241 402625 10281 412906 741208 X 10281 0 10281 0 10281 13680 13680 6 3393 3393 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.MIOSSICHARITABLETRUST.ORG HOWARD CARROLL 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOWARD CAROLL PO BOX 1025 SAN LUIS OBISPO CA 93406 TRUSTEE 20.00 70000 0 0 NONE 0 NONE 0 0 13828367 0 780000 14608367 0 0 14608367 219126 14389241 719462 719462 10281 10281 709181 0 709181 0 709181 741208 0 741208 10281 730927 709181 344561 0 0 741208 344561 0 0 396647 0 0 0 0 0 0 0 0 312534 0 0 0 HOWARD CARROLL TRUSTEE PO BOX 1025 SAN LUIS OBISPO CA 934061025 8055410178 APPLICATION PACKAGE, AS DETAILED ON THE ON-LINE WEBSITE, INCLUDING THE GRANT APPLICATION, ORGANIZATION SUMMARY, DESCRIPTION OF SPECIFIC REQUEST, MONITORING & EVALUATION INFORMATION, ORGANIZATIONAL BUDGET, PROJECT BUDGET, OTHER FUNDING SOURCES, BOARD MEMBER LIST, TAX STATUS LETTER, COPY OF FINANCIAL STATEMENTS. FROM JANUARY 1 THROUGH MAY 30 EACH YEAR THE FOUNDATION PROVIDES GRANTS ONLY TO CALIFORNIA BASED CHARITABLE ORGANIZATIONS FOR PROJECTS BENEFITING SAN LUIS OBISPO COUNTY RESIDENTS. THE FOUNDATION PRIORITY ARE PROJECTS FOCUSED IN SIX KEY AREAS OF SUPPORT FOR SAN LUIS OBISPO COUNTY RESIDENTS, INCLUDING ANIMAL RELATED (PROTECTION OF ANIMALS AND ANIMAL RIGHTS), EDUCATION (PROGRAMMING FOR ALL AGES, WITH PARTICULAR FOCUS ON COLLEGE READINESS), ENVIRONMENTAL PROTECTION (INCLUDING OPEN SPACE, GREEN TECHNOLOGY, SUSTAINABLE AGRICULTURE), CATHOLIC CHURCH (SUPPORT PROGRAMS AND IMPROVEMENTS FOR STAFF & PARISHIONERS, AS WELL AS CAPITAL IMPROVEMENTS), FINE ARTS (PUBLIC ART PROJECTS), AND YOUTH DEVELOPMENT (EXPOSURE TO DIFFERENT IDEAS AND OPINIONS, PROVIDING ACCESS TO OPPORTUNITIES YOUTH WOULD NOT OTHERWISE HAVE AVAILABLE). BIG BROTHERS BIG SISTERS OF SLO COUNTY PO BOX 12644 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY BIG BROTHERS BIG SISTERS 20000 CENTER FOR SUSTAINABILITY CAL POLY COLLEGE OF AGRICULTURE SAN LUIS OBISPO CA 93407 PUBLIC CHARITY SUSTAINABLE STEWARDSHIP PROGRAM CAL POLY 50000 SLO COUNTY AGRICULTURE EDUCATION COMMITTEE 651 TANK FARM ROAD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY AGVENTURE FUNDING 2012 15000 SLO FRIENDS OF THE LIBRARY PO BOX 1135 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY PUBLIC ART IN LIBRARY 17950 SLO MUSEUM OF ART PO BOX 813 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY ARTS INTEGRATION IN MATH, SCIENCE, LANGUAGE, TECHNIQUES 333000 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY SPAY NEUTER PROGRAM 12360 SLO COUNTY COMMUNITY FOUNDATION 550 DANA ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY COLLEGE NIGHT 2014 3000 CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY FUND AND PROMOTE ART GALLERY 50000 FOUNDATION FOR THE PERFORMING ARTS 755 SANTA ROSA ST 310 SAN LUIS OBISPO CA 93401 PUBLIC CHARITY STUDENT MATINEE PROGRAM 14-15 10000 MISSION COLLEGE PREP 682 PALM STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY BUILDING FUND FOR CLASSROOMS 38500 POINT SAN LUIS LIGHTHOUSE KEEPERS PO BOX 13556 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY EXPAND STUDENDT TOUR PROGRAM. 11500 THE LAND CONSERVACY OF SLO COUNTY 1137 PACIFIC ST STE A SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PISMO PRESERVE OPEN SPACE 100000 TRANSITIONS MENTAL HEALTH ASSOCIATION PO BOX 15408 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY SPECIALIZED EQUIPMENT FOR SEED SEPARATION 10500 671810 0 14 2 14 415847 16 43998 14 745894 0 1205741 0 1205741 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3455 3455 0 OTHER INVESTMENTS AT COST 12074623 13040027 LEGAL 10286 10286 0 WEBSITE 407 0 407 INSURANCE 3914 1957 1957 DUES & MEMBERSHIPS 726 363 363 ADVISORY FEES 122748 98199 24549 FOREIGN TAXES ON INVESTMENTS 6981 6981 0 SECRETARY OF STATE 150 150 0 FRANCHISE TAX BOARD 10 10 0 INTERNAL REVENUE 24809 24809 0 PROPERTY TAX 4215 4215 0