HAROLD J MIOSSI CHARITABLE TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HAROLD J MIOSSI CHARITABLE TRUST (EIN 26-4703396)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-16
IRS object ID
201411679349100311
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-06-16T11:52:43-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262691069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LONGCRIER & ASSOCIATESBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 CROSS ST SUITE 103AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934017570ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264703396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAROLD J MIOSSI CHARITABLE TRUSTBusinessNameLine1
Business Name Line2C/O HOWARD CARROLL TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone8055410178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1025AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934061025ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD CARROLLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8055410178PhoneNum
Signature2014-06-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonC WAYNE LONGCRIERPreparerPersonNm
PTINP00256881PTIN
Phone8055412500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,495,056FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$81,296ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$401,839DividendsRevAndExpnssAmt
Dividends Net Invst Incm$393,824DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$49,820GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$49,820GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$45,656NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$1,070,118NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,392,934GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,070,118CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,603,075TotalRevAndExpnssAmt
Total Net Invst Incm$1,513,764TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$28,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$42,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,209LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,209LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,460AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,460AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$115,005OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$92,004OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,001OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$3,687InterestRevAndExpnssAmt
Interest Net Invst Incm$3,687InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$12,073TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,073TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$725TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$725TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$49PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$49PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,877OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,088OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,789OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$216,085TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$147,521TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$68,564TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$538,389ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$538,389ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$754,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$147,521TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$606,953TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$848,601ExcessRevenueOverExpensesAmt
Net Investment Income$1,366,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$380,729SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$496,307SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$496,307SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$780,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$780,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$780,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$780,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$11,367,943OtherInvestmentsBOYAmt
Other Investments EOY$12,100,966OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,218,749OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,528,672TotalAssetsBOYAmt
Total Assets EOY$13,377,273TotalAssetsEOYAmt
Total Assets EOYFMV$14,495,056TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,528,672RetainedEarningBOYAmt
Retained Earning EOY$13,377,273RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,528,672TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,377,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,528,672TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,377,273TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,528,672TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$848,601ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,377,273SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,377,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - SEE PG 22 OF 45P$2,261,978$2,071,183$190,795$190,795
PUBLICLY TRADED SECURITIES - SEE PG 45 OF 45P$3,054,817$2,251,633$803,184$803,184
CAPITAL GAINS DIVIDENDSP$76,139$76,139$76,139
FieldValueIRS element (for citing)
Capital Gain Net Income$1,070,118CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$377,294AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,518,740NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030138DistributionYr1Rt
Adjusted Qlfy Distri Yr2$475,804AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,477,450NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038133DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.068271TotalDistributionRt
Average Distribution0.022757AverageDistributionRt
Net Vl Noncharitable Assets$13,590,753NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$309,285AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,662NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$322,947AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$606,953QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13,662InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,662SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,662TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,640EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,700AppliedToEsTaxAmt
Total Payments And Credits$5,340TotalPaymentsAndCreditsAmt
Tax Due$8,322TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MIOSSICHARITABLETRUST.ORGWebsiteAddressTxt
Individual With BooksHOWARD CARROLLIndividualWithBooksNm
Phone8055410178PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1025AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934061025ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD CAROLLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1025AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code93406ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos20.00AverageHrsPerWkDevotedToPosRt
Compensation$70,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,017,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$780,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,797,719TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,797,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$206,966CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,590,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$679,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$679,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,662TaxBasedOnInvestmentIncomeAmt
Total Tax$13,662TotalTaxAmt
Distributable Before Adj$665,876DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$665,876DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$665,876DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$606,953ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$606,953QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13,662PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$593,291AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$665,876DistributableAsAdjustedAmt
Undistributed Income PY$285,638UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$606,953QualifyingDistributionsAmt
Applied To Year1$285,638AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$321,315AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$344,561UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHOWARD CARROLL TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1025AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934061025ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8055410178RecipientPhoneNum
Form And Info And MaterialsAPPLICATION 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.FormAndInfoAndMaterialsTxt
Submission DeadlinesFROM JANUARY 1 THROUGH MAY 30 EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsTHE 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).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAY FOUNDATION OF MORRO BAY CA SLO COUNTY
601 EMBARCADERO STE 11MORRO BAYCA934422280PUBLIC CHARITYBIOASSESSMENT MONITORING ECOSYSTEM HEALTH$19,969
BIG BROTHERS BIG SISTERS OF SLO COUNTY
PO BOX 12644SAN LUIS OBISPOCA93406PUBLIC CHARITYBIG BROTHERS BIG SISTERS$20,000
CENTER FOR SUSTAINABILITY
CAL POLY COLLEGE OF AGRICULTURESAN LUIS OBISPOCA93407PUBLIC CHARITYSUSTAINABLE STEWARDSHIP PROGRAM CAL POLY$55,000
HISTORY CENTER OF SLO COUNTY
696 MONTEREY STSAN LUIS OBISPOCA93401PUBLIC CHARITYCARNEGIE LIBRARY EDUCATION PROGRAM$37,000
OKIZU FOUNDATION
16 DIGITAL DRNOVATOCA949495755PUBLIC CHARITYBEREAVED TEEN WEEKEND AT CAMP OKIZU$10,000
SLO COUNTY AGRICULTURE EDUCATION COMMITTEE
651 TANK FARM ROADSAN LUIS OBISPOCA93401PUBLIC CHARITYAGVENTURE FUNDING 2012$15,000
SLO FRIENDS OF THE LIBRARY
PO BOX 1135SAN LUIS OBISPOCA93406PUBLIC CHARITYPUBLIC ART IN LIBRARY$19,000
SLO PARKS OPEN SPACE & TRAILS
PO BOX 86ARROYO GRANDECA93421PUBLIC CHARITYRECONDITIONING PARKING LOT AT DOG PARK$6,920
WOODS HUMANE SOCIETY
875 OKLAHOMA AVESAN LUIS OBISPOCA93405PUBLIC CHARITYSPAY NEUTER PROGRAM$20,000
SLO MUSEUM OF ART
PO BOX 813SAN LUIS OBISPOCA93406PUBLIC CHARITYARTS INTEGRATION IN MATH, SCIENCE, LANGUAGE, TECHNIQUES$334,000
SAN MIGUEL RESOURCE CONNECTION
PO BOX 421SAN MIGUELCA93451PUBLIC CHARITYARTS INTEGRATION IN MATH, SCIENCE, LANGUAGE, TECHNIQUES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$538,389TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$401,839ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$45,656ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,070,118ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,517,615ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,517,615TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF BERNARD MIOSSIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1025AddressLine1
CitySAN LUIS OBISPOCity
StateCAState
ZIP Code934061025ZIPCode
FieldValueIRS element (for citing)
Total Contributions$80,270TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,000 SHARES OF APPLES STOCKNoncashPropertyDesc
Fair Market Value$426,210FairMarketValueAmt
Received2013-04-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,460Amt
Net Investment Income$5,460NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$12,100,966BookValueAmt
EOYFMV$13,218,749EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$4,209LegalFeesAmt
Net Investment Income$4,209NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE$307$0$307
SERVICE CHARGES$131$131$0
INSURANCE$3,914$1,957$1,957
GRANTS EXPENSE$525$0$525

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$115,005Amt
Net Investment Income$92,004NetInvestmentIncomeAmt
Disbursements Charitable Prps$23,001DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON INVESTMENTS$7,557$7,557$0
SECRETARY OF STATE$75$75$0
FRANCHISE TAX BOARD$20$20$0
INTERNAL REVENUE$257$257$0
PROPERTY TAX$4,164$4,164$0

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