Civic Intelligence

Harold J Miossi Charitable Trust C/O Howard Carroll Trustee

990PF • Fiscal year 2022 • EIN 26-4703396

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 15, 2023

Organization Profile
PO Box 1025San Luis Obispo, CA 93406-1025

(805) 541-0178

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

3rd percentile

-345%

Higher net margin than 3% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$77,800

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-50%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,095,542

Down $2,012,853 (-20%) from 2021

Net Assets

Down

$8,095,542

Down $2,012,853 (-20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Down

$583,120

Down $593,987 (-50%) from 2021

Expenses

Up

$2,595,973

Up $1,631,817 (+169%) from 2021

Net Income

Down

-$2,012,853

Down $2,225,804 (-1045%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $12,528,672Liabilities 2012: $0Net Assets 2012: $12,528,6722012Assets 2013: $13,377,273Liabilities 2013: $0Net Assets 2013: $13,377,2732013Assets 2014: $13,665,266Liabilities 2014: $0Net Assets 2014: $13,665,2662014Assets 2015: $13,652,845Liabilities 2015: $0Net Assets 2015: $13,652,8452015Assets 2016: $12,963,064Liabilities 2016: $0Net Assets 2016: $12,963,0642016Assets 2017: $13,879,918Liabilities 2017: $0Net Assets 2017: $13,879,9182017Assets 2018: $11,051,936Liabilities 2018: $0Net Assets 2018: $11,051,9362018Assets 2019: $10,336,005Liabilities 2019: $0Net Assets 2019: $10,336,0052019Assets 2020: $9,895,444Liabilities 2020: $0Net Assets 2020: $9,895,4442020Assets 2021: $10,108,395Liabilities 2021: $0Net Assets 2021: $10,108,3952021Assets 2022: $8,095,542Liabilities 2022: $0Net Assets 2022: $8,095,5422022Assets 2023: $7,783,127Liabilities 2023: $0Net Assets 2023: $7,783,1272023Assets 2024: $6,563,838Liabilities 2024: $0Net Assets 2024: $6,563,8382024

Highlighted filing

2022

Assets$8,095,542
Liabilities$0
Net Assets$8,095,542
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $551,5392012Revenue 2013: $1,603,075Expenses 2013: $754,474Net Income 2013: $848,6012013Revenue 2014: $1,209,956Expenses 2014: $921,963Net Income 2014: $287,9932014Revenue 2015: $858,893Expenses 2015: $871,314Net Income 2015: -$12,4212015Revenue 2016: $545,384Expenses 2016: $736,276Net Income 2016: -$190,8922016Revenue 2017: $1,769,549Expenses 2017: $852,695Net Income 2017: $916,8542017Revenue 2018: $953,448Expenses 2018: $3,781,430Net Income 2018: -$2,827,9822018Revenue 2019: $1,761,738Expenses 2019: $2,477,669Net Income 2019: -$715,9312019Revenue 2020: $1,218,370Expenses 2020: $1,658,931Net Income 2020: -$440,5612020Revenue 2021: $1,177,107Expenses 2021: $964,156Net Income 2021: $212,9512021Revenue 2022: $583,120Expenses 2022: $2,595,973Net Income 2022: -$2,012,8532022Revenue 2023: $1,125,902Expenses 2023: $1,438,317Net Income 2023: -$312,4152023Revenue 2024: $739,989Expenses 2024: $1,959,278Net Income 2024: -$1,219,2892024

Highlighted filing

2022

Revenue$583,120
Expenses$2,595,973
Net Income-$2,012,853
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD CAROLLTrusteePT$77,800-$77,800
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSLO REPERTORY THEATRECONTRIBUTION TO CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF NEW SAN LUIS OBISPO.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$1,000,000
Paid GrantCENTRAL COAST SALMON ENHANCEMENTTROUT IN CLASSROOM SLOUSDPUBLIC CHARITYARROYO GRANDE, CA, US$687,205
Paid GrantSLO COUNTY AGRICULTURE EDUCATION COMMITTEEEDNOWMENT AGVENTURE NORTH & SOUTH.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$250,000
Paid GrantSAN LUIS COASTAL EDUCATION FOUNDATIONSTUDY INNOVATION LAB FOR MIDDLE SCHOOLS.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$125,000
Paid GrantSLO MUSEUM OF ARTPHASE II OF REPAIRSPUBLIC CHARITYSAN LUIS OBISPO, CA, US$105,000
Paid GrantCASASUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$50,000
Paid GrantTHE BAY FOUNDATION OF MORRO BAYBIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHEDPUBLIC CHARITYMORRO BAY, CA, US$36,241
Paid GrantONE COOL EARTHEARTH GENIUS PROGRAM AT C.L. SMITH ELEMENTARY SCHOOLPUBLIC CHARITYSAN LUIS OBISPO, CA, US$26,000
Paid GrantCOMMUNITY COUNSELING CENTER OF SLOTHERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$22,500
Paid GrantFRENCH MEDICAL CENTER FOUNDATIONDOG THERAPY.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$14,538
Paid GrantCENTRAL COAST FUNDS FOR CHILDRENSUPPORT BASIC NEEDS FOR CHILDREN 0-18.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$10,000
Paid GrantECOLOGISTICS INCEVERYBODY READSPUBLIC CHARITYLOS OSOS, CA, US$10,000
Paid GrantCARE 4 PAWSMOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO.PUBLIC CHARITYSANTA BARBARA, CA, US$10,000
Paid GrantCITY OF SAN LUIS OBISPOBIOASSESSMENT OF SLO CREEK & STENNER CREEK.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$8,750
Paid GrantLOS PADRES COUNCIL BOY SCOUTS OF AMERICAINCLUSIVE PROGRAM PROMOTING EQUITABLE LEARNING AND DEVELOPMENT.PUBLIC CHARITYSANTA BARBARA, CA, US$5,000
Paid GrantSLO WIND ORCHESTRA2 FREE SLO WIND ORCHESTRA CHLDRENS CONCERTS.PUBLIC CHARITYARROYO GRANDE, CA, US$5,000
Paid GrantHOSPICE OF SAN LUIS OBISPOPET PEACE OF MIND PROGRAM.PUBLIC CHARITYSAN LUIS OBISPO, CA, US$4,000
Filing and Contact Details

Filer

Filer Name
Harold J Miossi Charitable Trust
EIN
26-4703396
Phone
8055410178
Address
PO BOX 1025, SAN LUIS OBISPO, CA 93406-1025

Signing Officer

Name
Howard Carroll
Title
Trustee
Phone
8055410178
Signed
2023-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Longcrier & Associates Cpas Llp
Address
100 CROSS ST SUITE 103, SAN LUIS OBISPO, CA 93401-7570
Preparer
Jayme Phillips
Phone
8055412500
Raw XML AppendixShowing 400 of 465 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HOWARD CARROLL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1025
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0934061025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08055410178
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.MIOSSICHARITABLETRUST.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HOWARD CARROLL TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08055410178
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1025
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0934061025
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FROM JANUARY 1 THROUGH MAY 30 EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2687205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt322500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt526000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt836241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt108750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1114538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT BASIC NEEDS FOR CHILDREN 0-18.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TROUT IN CLASSROOM SLOUSD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3THERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EVERYBODY READS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EARTH GENIUS PROGRAM AT C.L. SMITH ELEMENTARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDNOWMENT AGVENTURE NORTH & SOUTH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PHASE II OF REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8BIOASSESSMENT MONITORING OF THE MORRO BAY WATERSHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9MOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10BIOASSESSMENT OF SLO CREEK & STENNER CREEK.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11DOG THERAPY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PET PEACE OF MIND PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13INCLUSIVE PROGRAM PROMOTING EQUITABLE LEARNING AND DEVELOPMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14STUDY INNOVATION LAB FOR MIDDLE SCHOOLS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CONTRIBUTION TO CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF NEW SAN LUIS OBISPO.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt162 FREE SLO WIND ORCHESTRA CHLDRENS CONCERTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTRAL COAST FUNDS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CENTRAL COAST SALMON ENHANCEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY COUNSELING CENTER OF SLO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ECOLOGISTICS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ONE COOL EARTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SLO COUNTY AGRICULTURE EDUCATION COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SLO MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE BAY FOUNDATION OF MORRO BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CARE 4 PAWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CITY OF SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FRENCH MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HOSPICE OF SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13LOS PADRES COUNCIL BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14SAN LUIS COASTAL EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SLO REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16SLO WIND ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt075 HIGUERA ST STE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2229 STANLEY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3676 PISMO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4633 RAMONA AVE SPACE 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6651 TANK FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71010 BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8601 EMBARCADERO STE 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 60524
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10990 PALM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111911 JOHNSON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121304 PACIFIC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134000 MODOC ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141500 LIZZIE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15888 MORRO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16PO BOX 471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARROYO GRANDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS OSOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MORRO BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16ARROYO GRANDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd793401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1093401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1193401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1293401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1393110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1493401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1593401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1693420
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02369234
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0461271
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0461271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0382027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01066782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01879889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02619972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07923790
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01975120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0382027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01066782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01879889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02619972
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02436391
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01975120
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07923790
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05948670
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,095,542
Liabilities
$0
Net assets
$8,095,542
Revenue
$583,120
Expenses
$2,595,973
Net income
-$2,012,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.74$1.96$1.22
2023Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.13$1.44$0.31
2022Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.58$2.60$2.01
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.18$0.96$0.21
2020Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$1.22$1.66$0.44
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.76$2.48$0.72
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.95$3.78$2.83
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.77$0.85$0.92
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.55$0.74$0.19
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.86$0.87$0.01
2014Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.21$0.92$0.29
2013Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.60$0.75$0.85
2012Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.55