2026-08-07T13:38:42-05:00 2025-12-31 810718703 LONGCRIER & ASSOCIATES CPAS LLP 100 CROSS ST SUITE 103 SAN LUIS OBISPO CA 934017570 990PF 2025-01-01 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 2026-08-06 1 JAYME PHILLIPS P00145584 8055412500 2025 2025-03-06 01:10:19Z X 6019653 X X 15 15 155916 155916 85552 85552 79915 631339 4570097 631339 872822 872822 80400 32160 48240 3215 3215 0 61562 51407 10155 11503 11503 0 128 128 0 3343 2531 812 160151 100944 59207 2682108 2682108 2842259 100944 2741315 -1969437 771878 113822 148285 148285 780000 780000 780000 1560000 5670016 3666116 4311368 6563838 4594401 6019653 0 0 X 0 0 0 0 6563838 4594401 6563838 4594401 6563838 4594401 6563838 -1969437 0 4594401 0 4594401 PUBLICLY TRADED SECURITIES 1145228 1100877 44351 44351 PUBLICLY TRADED SECURITIES 3409281 2837881 571400 571400 CAPITAL GAINS DIVIDENDS P 15588 15588 15588 631339 10729 0 10729 0 10729 8560 0 0 0 8560 X 0 2169 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 0 HOWARD CAROLL PO BOX 1025 SAN LUIS OBISPO CA 93406 TRUSTEE 20.00 80400 0 0 NONE 0 NONE 0 0 3795113 0 1560000 5355113 0 0 5355113 80327 5274786 263739 263739 10729 10729 253010 0 253010 0 253010 2741315 0 2741315 253010 0 0 1066782 382027 1975120 935553 1477006 5836488 2741315 0 0 0 253010 2488305 0 0 8324793 0 0 0 0 0 0 1066782 7258011 382027 1975120 935553 1477006 2488305 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 PO BOX 12644 SAN LUIS OBISPO CA 93406 I SCHOOL BASED PROGRAMS AT PACHECO AND HAWTHORNE ELEMENTARY SCHOOLS 20000 CARE 4 PAWS PO BOX 60524 SANTA BARBARA CA 93160 I MOBILE COMMUNITY MEDICINE AND SPAY-NEUTER OUTREACH IN SLO. 12000 CASA 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 I SUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM. 20000 CENTRAL COAST AQUARIUM 50 SAN JUAN ST AVILA BEACH CA 93424 I YOUTH EDUCATION SPONSOR 3000 CENTRAL COAST FUNDS FOR CHILDREN PO BOX 1046 SAN LUIS OBISPO CA 93406 I SUPPORT BASIC NEEDS FOR CHILDREN 0-18. 15000 CENTRAL COAST SALMON ENHANCEMENT 229 STANLEY AVE ARROYO GRANDE CA 93420 I POW 4TH & 5TH, SLO RE-WILDING & RESTORATION 120700 COMMUNITY COUNSELING CENTER OF SLO 676 PISMO ST SAN LUIS OBISPO CA 93401 I THERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING. 75000 ECOLOGISTICS INC 633 RAMONA AVE SPACE 103 LOS OSOS CA 93402 I EVERYBODY READS 10000 FRENCH MEDICAL CENTER FOUNDATION 1911 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 I DOG THERAPY 20900 SAN LUIS COASTAL EDUCATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 I PADDLE RAISE - POW FOR 3RDH AND 4TH 137200 SLO MASTER CHORALE PO BOX 3318 SAN LUIS OBISPO CA 93403 I SUPPORT OF ITS FREE LECTURE SERIES 23-24 2500 SLO MUSEUM OF ARTS 1010 BROAD ST SAN LUIS OBISPO CA 93401 I CAPITAL CAMPAIGN & FINANCIAL MGR 1600000 SLO REPERTORY THEATRE 888 MORRO ST SAN LUIS OBISPO CA 93401 I ACT STUDENT SPONSORSHIP 7500 SLO SYMPHONY 75 HIGUERA ST STE 160 SAN LUIS OBISPO CA 93401 I INSTRUMENT PETTING ZOO OUTREACH PROGRAM 10000 THE BAY FOUNDATION OF MORRO BAY 601 EMBARCADERO STE 11 MORRO BAY CA 93442 I BIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHED 31453 CENTRAL COAST STATE PARKS ASSOC 202 TANK FARM RD STE H2 SAN LUIS OBISPO CA 93401 I COMMUNITY FILM AND TRANSPORATION COSTS 17000 DIVERSITY COALITION SLO PO BOX 376 ARROYO GRANDE CA 93420 I OUTREACH FOR DIVERSITY IN LEADERSHIP 10000 JB DEWAR TRACTOR REST PO BOX 3059 SAN LUIS OBISPO CA 93403 I 2025 TRACTOR RESTORATION PROGRAM 12000 NOTHERN SB UNITED WAY PO BOX 947 SANTA MARIA CA 93456 I LITERACY 2.0 INITIATIVE TO IMPROVE FINANCIAL WELL BEING 10000 OLD MISSION SAN MIGUEL 775 MISSION ST SAN MIGUEL CA 93451 I REFURBISH MISSION WALLS 15000 PACIFIC WILDLIFE CARE 1387 MAIN ST MORRO BAY CA 93442 I RIDENOUR CENTER 100000 SLO LIGHTHOUSE KEEPERS 1 LIGHTHOUSE RD AVILA BEACH CA 93424 I LANDSCAPING 2500 SLO BOTANICAL GARDEN 3450 DAIRY CREEK RD SAN LUIS OBISPO CA 93405 I RECONSTRUCT PARKING LOT 310355 THE LAND CONSERVANCY OF SLO 1137 PACIFIC ST STE A SAN LUIS OBISPO CA 93401 I TORRO PRESERVE PHASE II 100000 TRANSITIONS MENTAL ASSOCIATION 784 HIGH ST SAN LUIS OBISPO CA 93401 I MENTAL HEALTH AND SUICIDE TRAINING 20000 2682108 0 14 15 14 155916 16 79915 14 631339 0 867185 0 867185 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3215 3215 0 OTHER INVESTMENTS AT COST 3666116 4311368 INSURANCE 1624 812 812 OFFICE EXPENSE 594 594 0 DUES & MEMBERSHIPS 1125 1125 0 ADVISORY FEES 50778 40623 10155 APPRAISAL FEES 10784 10784 0 FOREIGN TAXES ON INVESTMENTS 2346 2346 0 OTHER TAXES 100 100 0 INTERNAL REVENUE 3420 3420 0 PROPERTY TAX 5637 5637 0