Private Foundation · CA · Private Independent Foundations
Harold J Miossi Charitable Trust
Sn Luis Obisp, CA · EIN 264703396 · Website ↗ · 990s on ProPublica ↗
Assets
$6.6M
Total Giving
$2.4M
Grants on File
17
Average Grant
$139K
Giving Radius
Where Harold J Miossi Charitable Trust Has Given
Section I
How to Apply
Application package, as detailed on the online website, including: - 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
On Unsolicited Proposals yes
Restrictions
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 and 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).
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Santa Barbara, CA | $5K | 2022 |
| San Luis Obispo, CA | $1.0M | 2022 |
| San Luis Obispo, CA | $125K | 2022 |
| Arroyo Grande, CA | $5K | 2022 |
| San Luis Obispo, CA | $4K | 2022 |
| Santa Barbara, CA | $10K | 2022 |
| San Luis Obispo, CA | $9K | 2022 |
| San Luis Obispo, CA | $15K | 2022 |
| Morro Bay, CA | $36K | 2022 |
| Los Osos, CA | $10K | 2022 |
| San Luis Obispo, CA | $26K | 2022 |
| San Luis Obispo, CA | $250K | 2022 |
| San Luis Obispo, CA | $105K | 2022 |
| San Luis Obispo, CA | $22K | 2022 |
| Arroyo Grande, CA | $687K | 2022 |
| San Luis Obispo, CA | $10K | 2022 |
| San Luis Obispo, CA | $50K | 2022 |
17 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $7.8M | $361K | $1.1M | $1.4M |
| 2022 | $8.1M | $461K | $583K | $2.6M |
| 2021 | $10.1M | $450K | $1.2M | $964K |
| 2020 | $9.9M | $469K | $1.2M | $1.7M |
| 2019 | $10.3M | $473K | $1.8M | $2.5M |
| 2015 | $13.7M | $702K | $859K | $871K |
| 2014 | $13.7M | $709K | $1.2M | $922K |
| 2013 | $13.4M | $666K | $1.6M | $754K |
| 2012 | $12.5M | $623K | $391K | $552K |
| 2011 | $12.7M | $518K | $13.3M | $601K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.