2025-06-09T11:56:39-05:00 2024-12-31 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2024-01-01 770496500 THE COMMUNITY FOUNDATION SAN LUIS OBISPO COMM 8055432323 550 DANA STREET SAN LUIS OBISPO CA 93401 MICHAEL JONES CHIEF FINANCIAL OFFICER/INTERIM CEO 8055432323 2025-06-05 1 1 KIMBERLYN SPILLER P01491937 8058880242 2024 2025-03-06 01:10:19Z MICHAEL JONES 550 DANA STREET SAN LUIS OBISPO CA 93401 16222064 0 X WWW.CFSLOCO.ORG X 1998 CA TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP - SEE SCHEDULE OTHE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FULFILLS ITS MISSION BY:-ENGAGING PRIVATE GIVING FOR PUBLIC GOOD;-BUILDING AND MAINTAINING PERMANENT ENDOWMENTS TO RESPOND TO CHANGING COMMUNITY NEEDS;-PROVIDING FLEXIBLE TAX-EXEMPT VEHICLES FOR DONORS WITH VARIED CHARITABLE INTERESTS AND ABILITIES TO GIVE;-SERVING AS A CATALYST AND RESOURCE TO EFFECTIVELY RESPOND TO COMMUNITY NEEDS THROUGH SCHOLARSHIPS; AND-STRENGTHENING THE NON-PROFIT SECTOR THROUGH GRANTS AND DEVELOPMENT ASSISTANCE. 14 14 16 210 0 0 3416190 5200432 0 0 -241136 2594597 46342 -7045 3221396 7787984 3255958 3711233 0 0 1081361 1246624 0 0 287995 1031963 756433 5369282 5714290 -2147886 2073694 75470661 86684506 3744079 5425466 71726582 81259040 TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. 0 0 4589757 3711233 THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS, PAST AND PRESENT, PHILANTHROPY IS PROMOTED THAT STRENGTHENS CIVIC LIFE ACROSS THE SAN LUIS OBISPO COUNTY REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS & CULTURE, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, ENVIRONMENT AND COMMUNITY ENHANCEMENT. 4589757 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 22 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X MICHAEL JONES 8055432323 550 DANA STREET SAN LUIS OBISPO CA 93401 KATH TOMPKINS PRESIDENT 4.00 X X 0 0 0 RICK WILLIAMS VICE PRESIDENT 4.00 X X 0 0 0 ANITA ROBINSON TREASURER 4.00 X X 0 0 0 PAT HOSEGOOD MARTIN SECRETAR 4.00 X X 0 0 0 JEFF BUCKINGHAM DIRECTOR 4.00 X 0 0 0 GWEN ERSKINE PRESIDENT OF REF, DIRECTOR 4.00 1.00 X 0 0 0 GRENDA ERNST DIRECTOR 4.00 X 0 0 0 SUZANNE FRITZ DIRECTOR 4.00 X 0 0 0 ROB GARCIA DIRECTOR 4.00 X 0 0 0 SHELLY HIGGINBOTHAM DIRECTOR 4.00 X 0 0 0 BEN MCADAMS DIRECTOR 4.00 1.00 X 0 0 0 ANNEKA SCRANTON DIRECTOR 4.00 X 0 0 0 TOM SHERMAN DIRECTOR 4.00 X 0 0 0 LINDA SOMERS SMITH DIRECTOR 4.00 X 0 0 0 HEIDI MCPHERSON CHIEF EXECUTIVE OFFICER 50.00 5.00 X 224744 0 6742 MICHAEL JONES CHIEF FINANCIAL OFFICER 50.00 5.00 X 162294 0 1942 387038 0 8684 2 0 1 0 0 8388 150145 5041899 349269 5200432 2334855 2334855 8624676 8364934 259742 259742 259742 112484 8388 69146 43338 43338 CHANGE IN SPLIT INTEREST 900099 185804 185804 OTHER REVENUE 900099 99876 99876 INCOME HELD FOR OTHERS 900099 -336063 -336063 -50383 7787984 -50383 0 2637935 3213648 3213648 487585 487585 10000 10000 387038 135463 174167 77408 649920 227472 292464 129984 24626 8619 11082 4925 109685 38390 49358 21937 75355 26374 33910 15071 5917 1923 2071 1923 32895 32895 106974 106974 213315 127890 85425 7343 2423 2497 2423 34678 11444 11790 11444 81497 26894 27709 26894 28437 9384 9669 9384 10888 3593 3702 3593 106976 90293 8395 8288 64703 21352 21999 21352 21543 1884 18582 1077 FUND OPERATION EXPENSE 60530 60530 MISCELLANEOUS 54729 5565 43598 5566 PROGRAM EXPENSE 23785 14926 8859 MEMBERSHIP DUES AND SUB 21251 7013 7225 7013 -119028 -49882 -69146 5714290 4589757 836538 287995 504048 313916 8462553 9182906 580000 480000 18419 12966 2126646 725478 1464406 1401168 43947053 52765843 17920945 17881067 2573237 4646640 75470661 86684506 51938 50291 485810 719100 15261 6690 2405560 2548841 785510 2100544 3744079 5425466 X 13052309 13750777 58674273 67508263 71726582 81259040 75470661 86684506 X 2073694 6916899 541865 X X 0 1 X 1 0 X 2262640 8002208 6876097 3416190 5200434 25757569 2262640 8002208 6876097 3416190 5200434 25757569 25757569 1232311 1409144 1259857 1726688 2334854 7962854 33720423 0.76390 0.77370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108 3558713 2309849 28787009 1 1 0 1 X 59916668 2779951 8816949 -2826383 68687185 52285223 1326267 9202560 -2897382 59916668 64292004 1978139 -10297934 -3686986 52285223 55934846 5210069 6509319 -3362230 64292004 54043230 507687 5237058 -3853129 55934846 0.12000 0.53000 0.35000 0 0 425000 425000 1275000 425000 850000 426646 300478 126168 1401168 OPEN-ENDED MUTUAL FUNDS 60523 F CLOSE-ENDED MUTUAL FUNDS 69299 F FIXED INCOME 17470040 F HEDGE FUNDS 247156 F CASH EQUIVALENTS 34049 F 17881067 FUTURE INTERESTS AND TRUSTS 4587906 ACCRUED INTEREST AND DIVIDENDS 58734 4646640 PAYROLL LIABILITIES 14802 LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS 2085742 2100544 X 15334628 6916899 31240 598505 7546644 7787984 0 7787984 5807437 31240 61907 93147 5714290 0 5714290 PART IV, LINE 2B: THE ORGANIZATION HOLDS AMOUNTS ON BEHALF OF OTHERS AND UNAFFILIATED NON-PROFIT ORGANIZATIONS FOR THEIR DESIGNATED USE, WHICH FOR FINANCIAL STATEMENT PURPOSES IS ACCOUNTED FOR BY THE ORGANIZATION SUBJECT TO THE GUIDANCE PROVIDED BY THE FASB CODIFICATION TOPIC RELATED TO AGENCY TRANSACTIONS (FASB ASC 985-605-25, PARAGRAPHS 21 THROUGH 33). PART V, LINE 4: INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE THE EARNINGS IN THE COMMUNITY FOR NON-PROFIT ORGANIZATIONS AND HELP INDIVIDUAL DONORS DIRECT THEIR CHARITABLE GIVING. THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY ENCOURAGES DONORS AND AGENCIES TO OPEN ENDOWMENT FUNDS FOR THE PURPOSE OF ENSURING FUTURE SUPPORT FOR THE NON-PROFIT AGENCIES WITHIN THE REGION. AT THIS TIME, THE AMOUNT OF EARNINGS DISTRIBUTED IS DETERMINED BY THE FOUNDATION'S SPENDING POLICY WHICH IS TO DISBURSE UP TO 3.75% PER ANNUM OF THE PRECEDING 12 QUARTER TRAILING AVERAGE INVESTED IN THE POOL PER FUND. PART X, LINE 2: FROM AUDITED FINANCIAL STATEMENTS FOOTNOTE: THE FOUNDATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, MANAGEMENT OF THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS TRANSFER RECORDED FROM SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT INVESTMENT MANAGEMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT INVESTMENT MANAGEMENT FEES 0 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM TO BENEFIT THE CHILD REFUGEES IN SWEDEN 10000 GRANT PAYMENT 0 CASH 1 0 0 0 0 0 0 PART I, LINE 2: ORGANIZATIONAL GRANTEES ARE EITHER REQUIRED TO SIGN A CONTRACT ASSOCIATED WITH THEIR PROPOSAL, OR AGREE THROUGH CASHING OF A GRANT CHECK THAT THEY WILL USE THE FUNDS AS DESCRIBED IN THEIR AWARD LETTER. WHEN SIGNING A CONTRACT, THE GRANTEE AGREES TO SUBMIT BOTH A NARRATIVE AND A FINANCIAL REPORT DOCUMENTING HOW GRANT FUNDS WERE SPENT. WOMEN'S LEGACY LUNCHEON 120872 8388 112484 4900 22538 500 41208 120872 8388 112484 4900 22538 500 41208 69146 43338 CA 1 0 0 0 0 0 1 FRIENDS OF CAMP NATOMA INC PO BOX 3012 SAN LUIS OBISPO CA 93403 455529053 501(C)(3) 6000 0 N/A N/A YOUTH CAMPERSHIPS NOVY'S ARK 8100 COROMAR AVE ATASCADERO CA 93422 880567155 501(C)(3) 6000 0 N/A N/A UNRESTRICTED IN HONOR OF HELEN FOSTER NOVY STUDIOS ON THE PARK PO BOX 3000 PASO ROBLES CA 93447 261759872 501(C)(3) 6000 0 N/A N/A TO SUPPORT THE KID'S SMART PROGRAM BIKE SLO COUNTY 860 PACIFIC STREET SAN LUIS OBISPO CA 93401 753021545 501(C)(3) 6074 0 N/A N/A BICYCLING AND PEDESTRIAN SAFETY EDUCATION PROGRAMS FOR RESIDENTS OF SAN LUIS OBISPO COUNTY BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY 142 CROSS ST SUITE 140 SAN LUIS OBISPO CA 93401 770348487 501(C)(3) 7500 0 N/A N/A UNRESTRICTED INFINITE MUSIC FOUNDATION 1163 MAIN STREET MORRO BAY CA 93442 462959266 501(C)(3) 7500 0 N/A N/A UNRESTRICTED GROVER BEACH COMMUNITY LIBRARY 240 N 9TH STREET GROVER BEACH CA 93433 432024995 501(C)(3) 7856 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION WILSHIRE HEALTH & COMMUNITY SERVICES INC 285 SOUTH STREET STE J SAN LUIS OBISPO CA 93401 952374185 501(C)(3) 7879 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION MORRO BAY SENIOR CITIZENS INC DBA MORRO BAY ACTIVE ADULTS PO BOX 603 MORRO BAY CA 93443 510163015 501(C)(3) 8250 0 N/A N/A TUNES AT TIDELANDS BRIDGE TO TURKIYE FUND 1609 E FRANKLIN STREET CHAPEL HILL NC 27514 582678580 501(C)(3) 8395 0 N/A N/A RESTRICTED TO CONTINUE EDUCATION IN SUPPORT OF MEHMET CELIKEL LISESI VAKFI HIGH SCHOOL ON BEHALF OF S. SAMI SOLU, MD CHARITABLE FUND SLO WIND ORCHESTRA INC PO BOX 471 ARROYO GRANDE CA 93421 770532887 501(C)(3) 9000 0 N/A N/A MOVEMENT TO MUSIC PROGRAM ARTS OBISPO 1123 MILL STREET SAN LUIS OBISPO CA 93401 953738562 501(C)(3) 10000 0 N/A N/A SENIOR DANCES TO INSPIRE JOY AND DANCING BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY PO BOX 356 PISMO BEACH CA 93448 953214113 501(C)(3) 10000 0 N/A N/A LIVE MUSIC FOR SENIORS TO DANCE AND SOCIALIZE CASA SOLANA 383 S 13TH STREET GROVER BEACH CA 93433 953751698 501(C)(3) 10000 0 N/A N/A UNRESTRICTED CENTRAL COAST SALMON ENHANCEMENT DBA CREEK LANDS CONSERVATION 229 STANLEY AVE ARROYO GRANDE CA 93420 770079896 501(C)(3) 10000 0 N/A N/A RESTRICTED TO SUPPORT THE PROTECTING OUR WATERSHED LEARNING PROGRAM FOR ELEMENTARY AND MIDDLE SCHOOL CHILDREN HAWTHORNE ELEMENTARY PTA - CA CONGRESS OF PARENTS TEACHERS & STUDENTS INC 2125 STORY ST SAN LUIS OBISPO CA 93401 956205165 501(C)(3) 10000 0 N/A N/A UNRESTRICTED MISSION COLLEGE PREPARATORY HIGH SCHOOL 682 PALM STREET SAN LUIS OBISPO CA 93401 237067299 501(C)(3) 10000 0 N/A N/A TO SUPPORT THE MISSION SCHOLARSHIP PREGNANCY AND PARENTING SUPPORT OF SAN LUIS OBISPO COUNTY 3480 SOUTH HIGUERA 100 SAN LUIS OBISPO CA 93401 953570504 501(C)(3) 10000 0 N/A N/A CLIENT MANAGEMENT TOOL SAN LUIS OBISPO COUNTY SHERIFFS ADVISORY FOUNDATION 1585 KANSAS AVENUE SAN LUIS OBISPO CA 93405 770189925 501(C)(3) 10000 0 N/A N/A AS DESCRIBED IN YOUR APPLICATION SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB 510 E PARK AVE SANTA MARIA CA 93454 770111371 501(C)(3) 10000 0 N/A N/A DANCES FOR SENIORS IN THE SANTA MARIA AREA SLO4HOME PO BOX 3901 SAN LUIS OBISPO CA 93403 874021839 501(C)(3) 10000 0 N/A N/A UNRESTRICTED WHITMAN COLLEGE OFFICE OF DEVELOPMENT 345 BOYER AVE WALLA WALLA WA 99362 910567740 501(C)(3) 10000 0 N/A N/A UNRESTRICTED BOYS & GIRLS CLUB MID CENTRAL COAST 901 N RAILROAD AVENUE SANTA MARIA CA 93458 952468116 501(C)(3) 10970 0 N/A N/A UNRESTRICTED HEROICA FOUNDATION PO BOX 480077 LOS ANGELES CA 90048 472072840 501(C)(3) 11000 0 N/A N/A UNRESTRICTED MT CARMEL LUTHERAN CHURCH 1701 FREDRICKS STREET SAN LUIS OBISPO CA 93405 237224019 501(C)(3) 11000 0 N/A N/A RESTRICTED TO REGULAR OFFERING CONCORDIA THEOLOGICAL SEMINARY 6600 N CLINTON ST FORT WAYNE IN 46825 370673478 501(C)(3) 11500 0 N/A N/A RESTRICTED TO THE HANS LYCKE STIPENDIUM AT LUTHERAN SCHOOL OF THEOLOGY AT GOTHENBERG IN SUPPORT OF THEOLOGICAL EDUCATION OF STUDENT MINISTERS AND PASTORS VIA THE BO GIERTZ FUND. CAL POLY CORPORATION UNIVERSITY DEVELOPMENT 1 GRAND AVENUE BUILDING 117 SAN LUIS OBISPO CA 93407 951648180 GOVERNMENT 12500 0 N/A N/A TO SUPPORT CAL POLY MUSIC DEPT. - BACH WEEK ORCHESTRA NOVO PO BOX 1555 MORRO BAY CA 93443 474776723 501(C)(3) 12500 0 N/A N/A YOUTH PARTICIPATION IN MUSIC, EXCLUDING NORTH COUNTY PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 93443 770196350 501(C)(3) 14000 0 N/A N/A UNRESTRICTED FRIENDS OF 40PRADO PO BOX 12444 SAN LUIS OBISPO CA 93406 770540323 501(C)(3) 14700 0 N/A N/A UNRESTRICTED OPERATION SURF PO BOX 1581 SAN LUIS OBISPO CA 93406 263661313 501(C)(3) 15000 0 N/A N/A UNRESTRICTED UNIVERSITY OF CALIFORNIA AGRICULTURE AND NATURAL RESOURCES 2801 2ND STREET DAVIS CA 95618 237327765 501(C)(3) 15029 0 N/A N/A TO SUPPORT SLO COUNTY 4H CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION 487 FAIR OAKS AVENUE ARROYO GRANDE CA 93420 770560115 501(C)(3) 15369 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION SAN LUIS COASTAL EDUCATION FOUNDATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 824196024 501(C)(3) 18248 0 N/A N/A TO SUPPORT SLCEF TEACHER GRANTS. SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN 1720 BISHOP STREET SAN LUIS OBISPO CA 93401 237111804 501(C)(3) 19000 0 N/A N/A CHILD AND THERAPY PROGRAM BRIDGE LACROSSE DALLAS PO BOX 190844 DALLAS TX 75219 161671742 501(C)(3) 20000 0 N/A N/A UNRESTRICTED CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET FLOOR 22 NEW YORK NY 10038 133669731 501(C)(3) 20000 0 N/A N/A UNRESTRICTED FAMILY CARE NETWORK INC 1255 KENDALL ROAD SAN LUIS OBISPO CA 93401 770159090 501(C)(3) 20000 0 N/A N/A TO SUPPORT THE JOURNEY FUND IN HONOR OF SANDY RICHARDSON HESPERIAN HEALTH GUIDES 2860 TELEGRAPH AVE OAKLAND CA 94609 946109093 501(C)(3) 20000 0 N/A N/A IS RESTRICTED TO SUPPORT THE DEVELOPMENT AND DISTRIBUTION OF THE SPANISH VERSION OF 'PROMOTING COMMUNITY MENTAL HEALTH' IN SLO COUNTY THE MONDAY CLUB PO BOX 167 SAN LUIS OBISPO CA 93406 951679667 501(C)(3) 20000 0 N/A N/A DESIGNATED TO SUPPORT THE CLUBS CENTENNIAL ANNIVERSARY 1:1 MATCH CAMPAIGN. COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY 676 PISMO STREET SAN LUIS OBISPO CA 93401 952906369 501(C)(3) 22597 0 N/A N/A UNRESTRICTED MONTEREY RIDGE EDUCATIONAL FOUNDATION 17117 4S RANCH PARKWAY SAN DIEGO CA 92127 711015423 501(C)(3) 23457 0 N/A N/A TO SUPPORT THE CLASSROOM OF JULES TRANDEM SENIOR NUTRITION PROGRAM DBA MEALS THAT CONNECT 2180 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 770279528 501(C)(3) 24315 0 N/A N/A ENHANCING SENIOR HEATLH AND COMMUNITY SAN LUIS OBISPO INTERNATIONAL FILM FESTIVAL PO BOX 1449 SAN LUIS OBISPO CA 93406 770367414 501(C)(3) 24500 0 N/A N/A RESTRICTED TO SUPPORT GENERAL SPONOSRSHIP PROGRAM SAN LUIS OBISPO BOTANICAL GARDEN 3450 DAIRY CREEK ROAD SAN LUIS OBISPO CA 93405 770248682 501(C)(3) 24522 0 N/A N/A UNRESTRICTED 5CITIES HOMELESS COALITION PO BOX 558 GROVER BEACH CA 93483 270413593 501(C)(3) 25000 0 N/A N/A UNRESTRICTED STORM TRYSAIL FOUNDATION C/O LARCHMONT YACHT CLUB 1 WOODBINE AVENUE LARCHMONT NY 10538 262672182 501(C)(3) 25000 0 N/A N/A UNRESTRICTED YTT NORTHERN CHUMASH NONPROFIT PO BOX 13938 SAN LUIS OBISPO CA 93406 274006315 501(C)(3) 25000 0 N/A N/A REGAINING LAND SOUTH COUNTY YOUTH COALITION PO BOX 371 ARROYO GRANDE CA 93421 770495870 501(C)(3) 25500 0 N/A N/A UNRESTRICTED LUCIA MAR UNIFIED SCHOOL DISTRICT 602 ORCHARD STREET ARROYO GRANDE CA 93420 710929358 GOVERNMENT 26079 0 N/A N/A 2024-25 FIELD TRIPS FOR AHS AND NHS MOZART FESTIVAL ASSOCIATION DBA FESTIVAL MOZAIC PO BOX 311 SAN LUIS OBISPO CA 93406 237172087 501(C)(3) 28000 0 N/A N/A UNRESTRICTED LOS OSOS CARES INC PO BOX 6602 LOS OSOS CA 93412 823047951 501(C)(3) 28500 0 N/A N/A UNRESTRICTED SLO NOOR FOUNDATION 1428 PHILLIPS LANE SUITE 203 SAN LUIS OBISPO CA 93401 271412176 501(C)(3) 28700 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO COUNTY YMCA 1020 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952147727 501(C)(3) 29500 0 N/A N/A UNRESTRICTED FOUNDATION FOR THE PERFORMING ARTS CENTER PO BOX 1137 SAN LUIS OBISPO CA 93406 770129605 501(C)(3) 30568 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION RACE MATTERS SLO PO BOX 5215 SAN LUIS OBISPO CA 93403 861879181 501(C)(3) 31000 0 N/A N/A BLACK GIRL WELLNESS PROGRAM COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY 1030 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952410253 501(C)(3) 31246 0 N/A N/A UNRESTRICTED ECOLOGISTICS 633 RAMONA AVE 103 LOS OSOS CA 93402 272116150 501(C)(3) 31586 0 N/A N/A UNRESTRICTED HOSPICE OF SAN LUIS OBISPO COUNTY 1304 PACIFIC STREET SAN LUIS OBISPO CA 93401 953195126 501(C)(3) 32000 0 N/A N/A UNRESTRICTED KCBX RADIO CENTRAL COAST PUBLIC RADIO 4100 VACHELL LANE SAN LUIS OBISPO CA 93401 237292203 501(C)(3) 32008 0 N/A N/A UNRESTRICTED TRANSITIONS-MENTAL HEALTH ASSOCIATION PO BOX 15408 SAN LUIS OBISPO CA 93406 953509040 501(C)(3) 33312 0 N/A N/A UNRESTRICTED JACK'S HELPING HAND PO BOX 14718 SAN LUIS OBISPO CA 93406 204731313 501(C)(3) 33500 0 N/A N/A UNRESTRICTED WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)(3) 37000 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO MUSEUM OF ART PO BOX 813 SAN LUIS OBISPO CA 93406 956134270 501(C)(3) 37546 0 N/A N/A UNRESTRICTED WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 952058587 501(C)(3) 38934 0 N/A N/A UNRESTRICTED MORRO COAST AUDUBON SOCIETY PO BOX 1507 MORRO BAY CA 93443 237165021 501(C)(3) 39500 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION BETHEL LUTHERAN CHURCH 295 OLD COUNTRY ROAD TEMPLETON CA 93465 952748921 501(C)(3) 50000 0 N/A N/A UNRESTRICTED. SLO COUNTY OFFICE OF EDUCATION 3350 EDUCATION DRIVE SAN LUIS OBISPO CA 93405 956000938 GOVERNMENT 50000 0 N/A N/A RESTRICTED FOR THE RAISING A READER PROGRAM AT SAN LUIS COASTAL SCHOOLS CENTER FOR FAMILY STRENGTHENING 3480 SOUTH HIGUERA SUITE 100 SAN LUIS OBISPO CA 93401 770206822 501(C)(3) 55125 0 N/A N/A UNRESTRICTED PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN STREET SANTA BARBARA CA 93101 952319356 501(C)(3) 56046 0 N/A N/A UNRESTRICTED NEW LIFE K9S PO BOX 4412 SAN LUIS OBISPO CA 93403 752547239 501(C)(3) 60000 0 N/A N/A RESTRICTED TO FUND THE CONSTRUCTION OF A NEW ONSITE KENNEL FOR CANINES CASA OF SLO COUNTY PO BOX 1168 SAN LUIS OBISPO CA 93406 770316227 501(C)(3) 66493 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO REPERTORY THEATRE PO BOX 122 SAN LUIS OBISPO CA 93406 952556678 501(C)(3) 67500 0 N/A N/A OPERATING GENERAL COSTS EL CAMINO HOMELESS ORGANIZATION 6370 ATASCADERO AVENUE ATASCADERO CA 93422 770545434 501(C)(3) 71300 0 N/A N/A UNRESTRICTED JAMES W BRABECK YOUTH LEGACY FUND FOUNDATION 1241 JOHNSON AVE 164 SAN LUIS OBISPO CA 93401 872570873 501(C)(3) 97000 0 N/A N/A TO SUPPORT THE SB COUNTY FAIR BUYERS COALITION FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY 1180 KENDALL ROAD SAN LUIS OBISPO CA 93401 770210727 501(C)(3) 101507 0 N/A N/A UNRESTRICTED CAL POLY FOUNDATION I GRAND AVENUE BUILDING 117 SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 102000 0 N/A N/A TO BE GRANTED TO THE LYCKE TRUST, A FUND HELD AT THE CAL POLY FOUNDATION RESTRICTED TO ESTABLISH THE CAL POLY'S NOYCE SCHOOL OF APPLIED COMPUTING EDUCATIONAL "LECTURE SERIES" LUMINA ALLIANCE PO BOX 125 SAN LUIS OBISPO CA 93406 953370729 501(C)(3) 103500 0 N/A N/A UNRESTRICTED CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)(3) 103875 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO SYMPHONY 75 HIGUERA ST SUITE 160 SAN LUIS OBISPO CA 93401 952493144 501(C)(3) 34434 0 N/A N/A RESTRICTED TO SUPPORT GENERAL OPERATING EXPENSES CAL POLY STATE UNIVERSITY 1 GRAND AVENUE ADMIN 212 SAN LUIS OBISPO CA 93407 204927897 GOVERNMENT 210000 0 N/A N/A 2024 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY PO BOX 12206 SAN LUIS OBISPO CA 93406 770039294 501(C)(3) 232314 0 N/A N/A RESTRICTED TO SUPPORT THE LEARNING AMONG THE OAKS PROGRAM AND THE WHEELCHAIR WEDNESDAY PROGRAM SLO CLASSICAL ACADEMY 165 GRAND AVENUE SAN LUIS OBISPO CA 93405 203131883 501(C)(3) 250000 0 N/A N/A RESTRICTED TO PURCHASING A NEW BUILDING, REMODELING, AND EQUIPMENT NEEDED TO ESTABLISH A NEW SCHOOL PREMISES. 111 MORELOS, ALYSSA SID#H20160895 1 12000 0 N/A N/A LILLY, ANNA SID#12439433 1 3000 0 N/A N/A ZELIS, ANTHONY SID# 1 1500 0 N/A N/A ARROYO, ANTONIO SID#XXX-XX-XXXX 1 5000 0 N/A N/A ROBINSON, ASHLEY SID#XXX-XX-XXXX 1 10000 0 N/A N/A CHAVEZ, ASHLYNN SID#XXX-XX-XXXX 1 10000 0 N/A N/A CHAVEZ, ASHLYNN SID#XXX-XX-XXXX 1 3500 0 N/A N/A MITCHELL, ASHTON SID#26356115 1 1500 0 N/A N/A DAWES, AUDREY SID #XXX-XX-XXXX 1 5000 0 N/A N/A COX, AVA SID# XXX-XX-XXXX 1 1000 0 N/A N/A CHEN, BENJAMIN 1 1250 0 N/A N/A CADENA, BIANCA SID#XXX-XX-XXXX 1 2500 0 N/A N/A BORMACOFF, BROOKLYN SID #XXX-XX-XXXX 1 10000 0 N/A N/A THIBODEAUX, CAMILE SID#9002800259 1 5000 0 N/A N/A MAMARADLO, CASSIOPEIA SID# XXX-XX-XXXX 1 3000 0 N/A N/A GONZALEZ, CHRISTIAN SID#XXX-XX-XXXX 1 10000 0 N/A N/A WILSON, CLAIRE SID#1010866261 1 12000 0 N/A N/A GARCIA, DAISY SID#XXX-XX-XXXX 1 1500 0 N/A N/A DAISY RODRIQUEZ GALINDO SID#XXX-XX-XXXX 1 1000 0 N/A N/A LEON, DARIANNA SID#XXX-XX-XXXX 1 20000 0 N/A N/A FLORES, DARLENE SID#2105855 1 1000 0 N/A N/A JAUREGUY, DAWSON SID#XXX-XX-XXXX 1 5000 0 N/A N/A BALDERAS, DULCE SID# XXX-XX-XXXX 1 5000 0 N/A N/A ABDULAZIZ, ELENA SID#XXX-XX-XXXX 1 6000 0 N/A N/A CHAVEZ, ELIDIA SID#XXX-XX-XXXX 1 3500 0 N/A N/A SENNES, ELLIOT SID# 10935033 1 3500 0 N/A N/A EULATE, ESTELLA SID# 07700016090 1 12000 0 N/A N/A LACOVELLI BARAJA, EVE SID#XXX-XX-XXXX 1 12000 0 N/A N/A SILVA, GABRIELLA SID#30720748 1 10000 0 N/A N/A BLYTHE, GAVIN SID #3623503 1 5000 0 N/A N/A DOMENGHI, GEORGIA SID# XXX-XX-XXXX 1 10000 0 N/A N/A WHEELER, GEORGIANNA SID#XXX-XX-XXXX 1 10000 0 N/A N/A COSTA, GRACEYN SID#U1520030 1 10000 0 N/A N/A KEELING, GRAHAM SID #A2P5U66 1 10000 0 N/A N/A KNOLLENBERG, HAYLEE SID# A18294237 1 10000 0 N/A N/A WU, HUIYI SID#XXX-XX-XXXX 1 5000 0 N/A N/A RATZAT, IRIS SID#XXX-XX-XXXX 1 5000 0 N/A N/A PRUETT, ISAAC SID#XXX-XX-XXXX 1 3500 0 N/A N/A ALVAREZ, ROSAS SID#XXX-XX-XXXX 1 1000 0 N/A N/A RODRIGUEZ, ISABEL SID#A275P90 1 2000 0 N/A N/A RODRIGUEZ, ISABEL SID#A275P90 1 3500 0 N/A N/A TOVAR DIAZ, JAQUELYN SID#7700016375 1 1000 0 N/A N/A LEYVA, JEREMIAH SID#XXX-XX-XXXX 1 2000 0 N/A N/A CLACK, JOLIE SID#2151954 1 5000 0 N/A N/A NORTHCOTE, JOSEPH SID#XXX-XX-XXXX 1 20000 0 N/A N/A CANTRELL, JUSHUA SID#XXX-XX-XXXX 1 5000 0 N/A N/A RENDON, JOSHUA SID#30708411 1 10000 0 N/A N/A FLORES, JOVANA SID#30282518 1 5000 0 N/A N/A BYRUM, KADEN SID#30217492 1 1000 0 N/A N/A LUN, KAREN SID #61711775 1 12000 0 N/A N/A WHITE, KAYA LEE SID#30053393 1 8000 0 N/A N/A MELENDEZ, KAYD SID#00855797 1 1000 0 N/A N/A RAILSBACK, KEEGAN SID# 1 5000 0 N/A N/A TORAL, KELLY, SID #30729549 1 12000 0 N/A N/A ASCENCIO, KEYLANI SID#XXX-XX-XXXX 1 1000 0 N/A N/A PATEL, KRUPA SID#XXX-XX-XXXX 1 3500 0 N/A N/A SHEA, LAILA SID#30592893 1 1000 0 N/A N/A MCLAIN, LANDON SID# XXX-XX-XXXX 1 5000 0 N/A N/A MARCIAL-PALOMARES, LAURITA SID#29738767 1 1000 0 N/A N/A WOFFINDEN, LEVI SID# 03051921 1 2500 0 N/A N/A PETERSON, LUCY, 2024 THOMA BALLET SCHOLARSHIP 1 3000 0 N/A N/A LUIS NAVA RODRIGUEZ SID#XXX-XX-XXXX 1 1000 0 N/A N/A BULLOCK, MAISIE SID# 30119043 1 3500 0 N/A N/A BEAN, MARAKA SID#C12720699 1 5000 0 N/A N/A GRAEBNER, MATTHEW SID #XXX-XX-XXXX 1 10000 0 N/A N/A WOOTEN, MIARA SID #AZN6U41 1 1500 0 N/A N/A PEREZ-CORBITT, ADRIAN ID#XXX-XX-XXXX 1 -1000 0 N/A N/A GARCIA, ANTHONY SID#1324454 1 1000 0 N/A N/A ANDERSON, FINN, SID# XXX-XX-XXXX 1 3000 0 N/A N/A OLIVIO, GABRIEL SID#XXX-XX-XXXX 1 750 0 N/A N/A PEREZ-PEDRAZA, ISRAEL SID# XXX-XX-XXXX 1 2000 0 N/A N/A PURCHASING MATERIALS FOR A GALLERY IN DECEMBER 1 2000 0 N/A N/A SHINGLOT, HEER SID# 006-226-248 1 2000 0 N/A N/A HASTINGS, JASMINE SID#3244668 1 2000 0 N/A N/A ALVARADO, JOCELYN SID#3040423740 1 750 0 N/A N/A KELLER, LEXI SID# 983476 1 1000 0 N/A N/A RODRIGUEZ, SARAH SID#XXX-XX-XXXX 1 1000 0 N/A N/A MARROQUIN, STEPHANIE SID# XXX-XX-XXXX 1 5000 0 N/A N/A BOYD, NATALIE SID#XXX-XX-XXXX 1 5000 0 N/A N/A HOSN, NATALIE SID#3040643921 1 1000 0 N/A N/A GETTEN, RACHEL, 2024 THOMA BALLET SCHOLARSHIP 1 3000 0 N/A N/A MARTINEZ, RAMSES SID# XXX-XX-XXXX 1 3575 0 N/A N/A MOREAU, RAMSEY SID#XXX-XX-XXXX 1 1000 0 N/A N/A MILDER, RILEY SID#30316136 1 1000 0 N/A N/A SHEPPARD-KEENEY, RILEY SID#2128545 1 1000 0 N/A N/A FARIAS, ROSALVA SID#XXX-XX-XXXX 1 12000 0 N/A N/A WAGNER, SADIE SID#1809915 1 3360 0 N/A N/A HUANG, SAM SID# XXX-XX-XXXX 1 1250 0 N/A N/A REYES, SAMANTHA SID#21173755 1 12000 0 N/A N/A MARANO, SEBASTIAN DOMINIC SID#63849481 1 4150 0 N/A N/A MARANO, SEBASTIAN DOMINIC SID# 63849481 1 3500 0 N/A N/A WULFING, SERENITY SID#3040611603 1 4000 0 N/A N/A LUCERO, SHANNON, SPIRIT OF THE CLASS OF '49 SCHOLARSHIP AWARD 1 500 0 N/A N/A GRANDOS, SHEYLA SID#XXX-XX-XXXX 1 1000 0 N/A N/A BOSCARO, SIENA SID#A20475403 1 1000 0 N/A N/A MCENTIRE, SKYLER SID#30684829 1 5000 0 N/A N/A LONGMAN, SOPHIA SID#XXX-XX-XXXX 1 3500 0 N/A N/A KEEP, TAYLER SID #75-582-9714 1 5000 0 N/A N/A MACHADO, TRAVIS SID#H20049431 1 5000 0 N/A N/A TAPIA, TYLER SID# 1 5000 0 N/A N/A MARTINEZ, VALERIA SID# XXX-XX-XXXX 1 5000 0 N/A N/A MERSON, VALERIE SID#XXX-XX-XXXX 1 2000 0 N/A N/A THOMPSON, VAN SID#XXX-XX-XXXX 1 1500 0 N/A N/A ZARATE-CAMACHO, YAHIR SID#XXX-XX-XXXX 1 1000 0 N/A N/A PART I, LINE 2: ORGANIZATIONAL GRANTEES ARE EITHER REQUIRED TO SIGN A CONTRACT ASSOCIATED WITH THEIR PROPOSAL, OR AGREE THROUGH CASHING OF A GRANT CHECK THAT THEY WILL USE THE FUNDS AS DESCRIBED IN THEIR AWARD LETTER. WHEN SIGNING A CONTRACT, THE GRANTEE AGREES TO SUBMIT BOTH A NARRATIVE AND A FINANCIAL REPORT DOCUMENTING HOW GRANT FUNDS WERE SPENT. 0 0 0 0 0 0 0 0 0 HEIDI MCPHERSON CHIEF EXECUTIVE OFFICER 218700 0 6044 0 0 0 6742 0 0 0 231486 0 0 0 MICHAEL JONES CHIEF FINANCIAL OFFICER 157644 0 4650 0 0 0 1942 0 0 0 164236 0 0 0 X 13 349269 ACTIVE MARKET PRICE 0 1 1 PART I, LINE 32B: THE FOUNDATION MAINTAINS BROKERAGE ACCOUNTS TO ENABLE DONORS TO TRANSFER STOCK. THE GIFTS OF STOCK ARE THEN SOLD AND THE PROCEEDS DEPOSITED INTO THE FOUNDATION'S ACCOUNTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS FOUNDATION'S CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER, AND BOARD OF DIRECTORS REVIEW TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY. EACH EMPLOYEE, BOARD MEMBER, GRANT/SCHOLARSHIP REVIEWER, AND ALL COMMITTEE MEMBERS COMPLETES AND SIGNS A WRITTEN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES THE FULL BOARD PERIODICALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE CHIEF EXECUTIVE OFFICER AND ALSO REVIEWS SALARY AND AGREES ON ANY SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE. A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, ON GUIDESTAR.ORG AND UPON REQUEST. FORM 990, PART XI, LINE 9: DISTRIBUTION TO THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FROM SUPPORTING ORGANIZATION 541,865. FORM 990, PART XI, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE OVERSIGHT PROCESS BY THE AUDIT COMMITTEE DID NOT CHANGE THIS YEAR. REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY 550 DANA STREET SAN LUIS OBISPO CA 93401 800383894 SUPPORTING ORGANIZATION - CONDUCTING ACTIVITIES FOR THE BENEFIT OF CFSLOCO CA 501(C) (3) PUBLIC CHARITY - TYP THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY C 541865 FMV