HAROLD J MIOSSI CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD J MIOSSI CHARITABLE TRUST (EIN 26-4703396)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-08
- IRS object ID
- 201301899349100405
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-08T12:27:26-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262691069 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGCRIER & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSS ST SUITE 103 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 934017570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264703396 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD J MIOSSI CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O HOWARD CARROLL TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARO | NameControl |
| Phone | 8055410178 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1025 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 934061025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD CARROLL | Name |
| Title | TRUSTEE | Title |
| Phone | 8055410178 | Phone |
| Date Signed | 2013-07-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C WAYNE LONGCRIER | Name |
| PTIN | P00256881 | PTIN |
| Phone | 8055412500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12975517 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 31636 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 372605 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 372424 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 49739 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 49739 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 45658 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -62939 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4321238 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 391053 | TotalRevenueAndExpenses |
| Total Net Investment Income | 422175 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 70000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 35000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 35000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 6422 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 6422 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 18181 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 18181 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 108058 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 86911 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 21147 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1963 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1963 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 21083 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10828 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 2665 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2665 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 1125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4532 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2077 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2455 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 234029 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 161382 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 62392 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 317510 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 317510 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 551539 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 161382 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 379902 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -160486 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 260793 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 349196 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 380729 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 380729 | SavingsAndTempCashInvstEOYFMV |
| Investments Land Etc Basis | 780000 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 780000 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 780000 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 780000 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 11586841 | InvestmentsOtherBOY |
| Investments Other EOY | 11367943 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 11814788 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 12716037 | TotalAssetsBOY |
| Total Assets EOY | 12528672 | TotalAssetsEOY |
| Total Assets EOYFMV | 12975517 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 12716037 | RetainedEarningsBOY |
| Retained Earnings EOY | 12528672 | RetainedEarningsEOY |
| Total Net Assets BOY | 12716037 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12528672 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12716037 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12528672 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12716037 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -160486 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12555551 | Subtotal |
| Other Decreases | 26879 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12528672 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 1843111 | 1873573 | -30462 | -30462 |
| PUBLICLY TRADED SECURITIES | P | 2476263 | 2510604 | -34341 | -34341 |
| CAPITAL GAINS DIVIDENDS | P | 1864 | 1864 | 1864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -62939 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 475804 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12477450 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038133 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.038133 | TotalDistributionRatio |
| Average Distribution Ratio | 0.019067 | AverageDistributionRatio |
| Net Noncharitable Assets | 12518740 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 238695 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2608 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 241303 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 379902 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2608 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2608 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2608 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Overpayment | 2383 | Overpayment |
| Amount Credited To Next Year | 2383 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MIOSSICHARITABLETRUST.ORG | WebsiteAddress |
| Books In Care Of Person Name | HOWARD CARROLL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8055410178 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1025 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 934061025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HOWARD CAROLL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1025 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 20.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 70000 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11929381 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 780000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12709381 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12709381 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 190641 | CashDeemedCharitable |
| Net Noncharitable Assets | 12518740 | NetNoncharitableAssets |
| Minimum Investment Return | 625937 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 625937 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2608 | TaxBasedOnInvestmentIncome |
| Total Tax | 2608 | TotalTax |
| Distributable Amount Before Adj | 623329 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 623329 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 623329 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 379902 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 379902 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2608 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 377294 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 623329 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 42211 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 379902 | QualifyingDistributions |
| Applied To Year1 | 42211 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 337691 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 285638 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | HOWARD CARROLL TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1025 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 934061025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8055410178 | RecipientPhoneNumber |
| Form And Info And Materials | 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. | FormAndInfoAndMaterials |
| Submission Deadlines | FROM JANUARY 1 THROUGH MAY 30 EACH YEAR | SubmissionDeadlines |
| Restrictions On Awards | 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). | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CENTER FOR SUSTAINABILITY | ||||||
| CAL POLY COLLEGE OF AGRICULTURE | SAN LUIS OBISPO | CA | 93407 | PUBLIC CHARITY | SUSTAINABLE STEWARDSHIP PROGRAM CAL POLY | $10,000 |
| CUESTA COLLEGE FOUNDATION | ||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | PUBLIC CHARITY | COLLEGE TRANSPORATION ASSISTANCESKILLS USA STUDENT COMPETITION | $20,000 |
| HISTORY CENTER OF SLO COUNTY | ||||||
| 696 MONTEREY ST | SAN LUIS OBISPO | CA | 93401 | PUBLIC CHARITY | CARNEGIE LIBRARY EDUCATION PROGRAM | $5,000 |
| MISSION COLLEGE PREPARATORY CATHOLIC HIGH | ||||||
| 682 PALM ST | SAN LUIS OBISPO | CA | 93401 | PUBLIC CHARITY | DIGITAL DEVICE PROJECTTECHNOLOGY UPGRADES | $19,500 |
| MISSION SLO DE TOLOSA | ||||||
| 751 PALM STREET | SAN LUIS OBISPO | CA | 93401 | PUBLIC CHARITY | PARISH HALL RENOVATION PROJECT BATHROOM | $25,000 |
| SLO FRIENDS OF THE LIBRARY | ||||||
| PO BOX 1135 | SAN LUIS OBISPO | CA | 93406 | PUBLIC CHARITY | PUBLIC ART IN LIBRARY | $18,000 |
| SLO PARKS OPEN SPACE & TRAILS | ||||||
| PO BOX 86 | ARROYO GRANDE | CA | 93421 | PUBLIC CHARITY | RECONDITIONING PARKING LOT AT DOG PARK | $11,000 |
| WOODS HUMANE SOCIETY | ||||||
| 875 OKLAHOMA AVE | SAN LUIS OBISPO | CA | 93405 | PUBLIC CHARITY | SPAY NEUTER PROGRAM | $20,000 |
| CENTRAL COAST SALMON ENHANCEMENT | ||||||
| 229 STANLEY AVE | ARROYO GRANDE | CA | 934202844 | PUBLIC CHARITY | WATERSHED STEWARDS PROJECT | $7,510 |
| FATHER FLANAGANS BOYS HOME | ||||||
| 2740 NORTH GRAND AVE 2ND FLOOR | SANTA ANA | CA | 927058750 | PUBLIC CHARITY | HOPE AND HEALING FOR DESPERATE KIDS | $62,500 |
| FORT HOPE INC | ||||||
| PO BOX 132 | ARROYO GRANDE | CA | 934210132 | PUBLIC CHARITY | DAY CAMPS FOR CHILDREN & YOUTH CAMP HAUSNA | $1,000 |
| FRIENDS OF THE CAMBRIA LIBRARY | ||||||
| 900 MAIN ST | CAMBRIA | CA | 934282820 | PUBLIC CHARITY | PURCHASE, FINISH & EQUIP LIBRARY IN CAMBRIA | $15,000 |
| NEWMAN CATHOLIC CENTER | ||||||
| 1472 FOOTHILL BOULEVARD | SAN LUIS OBISPO | CA | 93405 | PUBLIC CHARITY | CONTRIBUTION TO NEW CHAPELMOVING NEWMAN FORWARD | $10,000 |
| OKIZU FOUNDATION | ||||||
| 16 DIGITAL DR | NOVATO | CA | 949495755 | PUBLIC CHARITY | BEREAVED TEEN WEEKEND AT CAMP OKIZU | $10,000 |
| PACIFIC WILDLIFE CARE | ||||||
| PO BOX 1134 | MORRO BAY | CA | 934431134 | PUBLIC CHARITY | WILDLIFE WONDER INSTRUCTIONS | $8,750 |
| POINT SAN LUIS LIGHTHOUSE KEEPERS | ||||||
| PO BOX 13556 | SAN LUIS OBISPO | CA | 934063556 | PUBLIC CHARITY | ENHANCED DOCENT PROGRAM AND YOUTH BASED DOCENT PROGRAM | $22,000 |
| SAN LUIS OBISPO LITERACY COUNCIL | ||||||
| 1264 HIGUERA STE 102 | SAN LUIS OBISPO | CA | 934013171 | PUBLIC CHARITY | TUTOR RECRUITMENT, TRAINING, BOOKS, MATERIALS | $2,500 |
| TRANSITIONS MENTAL HEALTH ASSOCIATION | ||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 934065408 | PUBLIC CHARITY | SEED BANK 1ST STAGE RECONDITION BUILDING | $7,500 |
| YMCA | ||||||
| 1020 SOUTHWOOD DR | SAN LUIS OBISPO | CA | 934015813 | PUBLIC CHARITY | ARTS INTEGRATION IN MATH, SCIENCE, LANGUAGE, TECHNIQUES | $2,250 |
| BAY FOUNDATION OF MORRO BAY CA SLO COUNTY | ||||||
| 601 EMBARCADERO STE 11 | MORRO BAY | CA | 934422280 | PUBLIC CHARITY | BIOASSESSMENT MONITORING ECOSYSTEM HEALTH | $10,000 |
| SLO COUNTY AGRICULTURE EDUCATION COMMITTEE | ||||||
| 651 TANK FARM ROAD | SAN LUIS OBISPO | CA | 93401 | PUBLIC CHARITY | AGVENTURE FUNDING 2012 | $10,000 |
| BIG BROTHERS BIG SISTERS OF SLO COUNTY | ||||||
| PO BOX 12644 | SAN LUIS OBISPO | CA | 93406 | PUBLIC CHARITY | BIG BROTHERS BIG SISTERS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 317510 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $372,605 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $45,658 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$62,939 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $355,336 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 355336 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|
| ESTATE OF HAROLD J MIOSSI | ||||||
| 1 | PO BOX 1025 | SAN LUIS OBISPO | CA | 934061025 | 6736 | X |
| ESTATE OF BERNARD MIOSSI | ||||||
| 2 | PO BOX 1025 | SAN LUIS OBISPO | CA | 934061025 | 24899 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $18,181 | Amount |
| Net Investment Income | 18181 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 11367943 | BookValue |
| EOYFMV | 11814788 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $6,422 | Amount |
| Net Investment Income | 6422 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISALLOWED WASH SALE LOSSES | Description |
| Amount | $26,879 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WEBSITE | 503 | 0 | 503 |
| SERVICE CHARGES | 125 | 125 | 0 |
| INSURANCE | 3904 | 1952 | 1952 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVISORY FEES | $105,733 | 84586 | 21147 |
| OTHER PROF FEES | $2,325 | 2325 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $6,512 | 6512 | 0 |
| SECRETARY OF STATE | $225 | 225 | 0 |
| FRANCHISE TAX BOARD | $10 | 10 | 0 |
| EXCISE TAX | $10,255 | 0 | 0 |
| PROPERTY TAX | $4,081 | 4081 | 0 |
Comments