2013-07-08T12:27:26-05:00 2012-12-31 262691069 LONGCRIER & ASSOCIATES 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2012-01-01 264703396 HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE HARO 8055410178 PO BOX 1025 SAN LUIS OBISPO CA 934061025 HOWARD CARROLL 8055410178 2013-07-01 1 C WAYNE LONGCRIER P00256881 8055412500 2012 2016-02-24 21:20:13Z X 12975517 X 31636 12 12 372605 372424 49739 49739 45658 -62939 4321238 0 391053 422175 70000 35000 35000 6422 6422 0 18181 18181 0 108058 86911 21147 1963 1963 0 21083 10828 0 2665 0 2665 1125 0 1125 4532 2077 2455 234029 161382 62392 317510 317510 551539 161382 379902 -160486 260793 349196 380729 380729 780000 780000 780000 780000 11586841 11367943 11814788 12716037 12528672 12975517 0 0 X 0 0 0 0 12716037 12528672 12716037 12528672 12716037 12528672 12716037 -160486 0 12555551 26879 12528672 PUBLICLY TRADED SECURITIES P 1843111 1873573 -30462 -30462 PUBLICLY TRADED SECURITIES P 2476263 2510604 -34341 -34341 CAPITAL GAINS DIVIDENDS P 1864 1864 1864 -62939 0 475804 12477450 0.038133 0 0 0.000000 0.038133 0.019067 12518740 238695 2608 241303 379902 X 2608 0 2608 0 2608 5000 5000 9 2383 2383 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 20.00 70000 0 0 NONE 0 NONE 0 0 11929381 0 780000 12709381 0 0 12709381 190641 12518740 625937 625937 2608 2608 623329 0 623329 0 623329 379902 0 379902 2608 377294 623329 42211 0 0 379902 42211 0 0 337691 0 0 0 0 0 0 0 0 285638 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). CENTER FOR SUSTAINABILITY CAL POLY COLLEGE OF AGRICULTURE SAN LUIS OBISPO CA 93407 PUBLIC CHARITY SUSTAINABLE STEWARDSHIP PROGRAM CAL POLY 10000 CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 PUBLIC CHARITY COLLEGE TRANSPORATION ASSISTANCESKILLS USA STUDENT COMPETITION 20000 HISTORY CENTER OF SLO COUNTY 696 MONTEREY ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY CARNEGIE LIBRARY EDUCATION PROGRAM 5000 MISSION COLLEGE PREPARATORY CATHOLIC HIGH 682 PALM ST SAN LUIS OBISPO CA 93401 PUBLIC CHARITY DIGITAL DEVICE PROJECTTECHNOLOGY UPGRADES 19500 MISSION SLO DE TOLOSA 751 PALM STREET SAN LUIS OBISPO CA 93401 PUBLIC CHARITY PARISH HALL RENOVATION PROJECT BATHROOM 25000 SLO FRIENDS OF THE LIBRARY PO BOX 1135 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY PUBLIC ART IN LIBRARY 18000 SLO PARKS OPEN SPACE & TRAILS PO BOX 86 ARROYO GRANDE CA 93421 PUBLIC CHARITY RECONDITIONING PARKING LOT AT DOG PARK 11000 WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 PUBLIC CHARITY SPAY NEUTER PROGRAM 20000 CENTRAL COAST SALMON ENHANCEMENT 229 STANLEY AVE ARROYO GRANDE CA 934202844 PUBLIC CHARITY WATERSHED STEWARDS PROJECT 7510 FATHER FLANAGANS BOYS HOME 2740 NORTH GRAND AVE 2ND FLOOR SANTA ANA CA 927058750 PUBLIC CHARITY HOPE AND HEALING FOR DESPERATE KIDS 62500 FORT HOPE INC PO BOX 132 ARROYO GRANDE CA 934210132 PUBLIC CHARITY DAY CAMPS FOR CHILDREN & YOUTH CAMP HAUSNA 1000 FRIENDS OF THE CAMBRIA LIBRARY 900 MAIN ST CAMBRIA CA 934282820 PUBLIC CHARITY PURCHASE, FINISH & EQUIP LIBRARY IN CAMBRIA 15000 NEWMAN CATHOLIC CENTER 1472 FOOTHILL BOULEVARD SAN LUIS OBISPO CA 93405 PUBLIC CHARITY CONTRIBUTION TO NEW CHAPELMOVING NEWMAN FORWARD 10000 OKIZU FOUNDATION 16 DIGITAL DR NOVATO CA 949495755 PUBLIC CHARITY BEREAVED TEEN WEEKEND AT CAMP OKIZU 10000 PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 934431134 PUBLIC CHARITY WILDLIFE WONDER INSTRUCTIONS 8750 POINT SAN LUIS LIGHTHOUSE KEEPERS PO BOX 13556 SAN LUIS OBISPO CA 934063556 PUBLIC CHARITY ENHANCED DOCENT PROGRAM AND YOUTH BASED DOCENT PROGRAM 22000 SAN LUIS OBISPO LITERACY COUNCIL 1264 HIGUERA STE 102 SAN LUIS OBISPO CA 934013171 PUBLIC CHARITY TUTOR RECRUITMENT, TRAINING, BOOKS, MATERIALS 2500 TRANSITIONS MENTAL HEALTH ASSOCIATION PO BOX 15408 SAN LUIS OBISPO CA 934065408 PUBLIC CHARITY SEED BANK 1ST STAGE RECONDITION BUILDING 7500 YMCA 1020 SOUTHWOOD DR SAN LUIS OBISPO CA 934015813 PUBLIC CHARITY ARTS INTEGRATION IN MATH, SCIENCE, LANGUAGE, TECHNIQUES 2250 BAY FOUNDATION OF MORRO BAY CA SLO COUNTY 601 EMBARCADERO STE 11 MORRO BAY CA 934422280 PUBLIC CHARITY BIOASSESSMENT MONITORING ECOSYSTEM HEALTH 10000 SLO COUNTY AGRICULTURE EDUCATION COMMITTEE 651 TANK FARM ROAD SAN LUIS OBISPO CA 93401 PUBLIC CHARITY AGVENTURE FUNDING 2012 10000 BIG BROTHERS BIG SISTERS OF SLO COUNTY PO BOX 12644 SAN LUIS OBISPO CA 93406 PUBLIC CHARITY BIG BROTHERS BIG SISTERS 20000 317510 0 14 12 14 372605 16 45658 14 -62939 0 355336 0 355336 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF HAROLD J MIOSSI PO BOX 1025 SAN LUIS OBISPO CA 934061025 6736 X 2 ESTATE OF BERNARD MIOSSI PO BOX 1025 SAN LUIS OBISPO CA 934061025 24899 X ACCOUNTING 18181 18181 0 OTHER INVESTMENTS AT COST 11367943 11814788 LEGAL 6422 6422 0 DISALLOWED WASH SALE LOSSES 26879 WEBSITE 503 0 503 SERVICE CHARGES 125 125 0 INSURANCE 3904 1952 1952 ADVISORY FEES 105733 84586 21147 OTHER PROF FEES 2325 2325 0 FOREIGN TAXES ON INVESTMENTS 6512 6512 0 SECRETARY OF STATE 225 225 0 FRANCHISE TAX BOARD 10 10 0 EXCISE TAX 10255 0 0 PROPERTY TAX 4081 4081 0