2026-06-09T11:45:00-05:00 2025-12-31 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2025-01-01 770496500 THE COMMUNITY FOUNDATION SAN LUIS OBISPO COMM 8055432323 550 DANA STREET SAN LUIS OBISPO CA 93401 MICHAEL JONES CHIEF FINANCIAL OFFICER 8055432323 2026-06-03 1 KIMBERLYN SPILLER P01491937 8058880242 2025 2025-03-06 01:10:19Z MICHAEL JONES 550 DANA STREET SAN LUIS OBISPO CA 93401 86692387 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. 15 15 14 198 0 0 5200432 7159635 0 0 2594597 3834059 -7045 -377035 7787984 10616659 3711233 6543297 0 0 1246624 1243108 0 0 328379 756433 657543 5714290 8443948 2073694 2172711 86684506 98850255 5425466 6712496 81259040 92137759 TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. 0 0 7320464 6543297 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. 7320464 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 15 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 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 SECRETARY 4.00 X X 0 0 0 JEFF BUCKINGHAM DIRECTOR 4.00 X 0 0 0 JULIETTE DUKE 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 WAYNE LEWIS DIRECTOR 4.00 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 CHRISTINE DAWSON CHIEF EXECUTIVE OFFICER 50.00 5.00 X 140915 0 3900 MICHAEL JONES CHIEF FINANCIAL OFFICER 50.00 5.00 X 178929 0 5368 HEIDI MCPHERSON CEO (THROUGH JANUARY 2026) 50.00 5.00 X 27865 0 836 347709 0 10104 2 0 1 0 0 45382 1164000 5950253 886373 7159635 2495759 2495759 77335615 75997315 1338300 1338300 1338300 78964 45382 78413 551 551 CHANGE IN SPLIT INTEREST 900099 847724 847724 OTHER REVENUE 900099 158450 158450 INCOME HELD FOR OTHERS 900099 -1383760 -1383760 -377586 10616659 -377586 0 3834610 5927597 5927597 605700 605700 10000 10000 347709 121698 156469 69542 688579 241003 309860 137716 28949 10132 13027 5790 92289 32301 41530 18458 85582 29954 38512 17116 905 294 317 294 23500 23500 128422 128422 176465 132593 43872 67249 22192 22865 22192 89290 29466 30358 29466 104512 34489 35534 34489 31809 10497 10815 10497 8709 2874 2961 2874 112549 93912 9410 9227 60728 20040 20648 20040 15600 1244 13645 711 MISCELLANEOUS 35457 10913 13631 10913 MEMBERSHIP DUES AND SUB 23975 7912 8151 7912 PROGRAM EXPENSE 19444 9889 9555 EXPENSES ALLOCATED TO F -64467 -64467 -176604 -98191 -78413 8443948 7320464 795105 328379 313916 359137 9182906 8942687 480000 730000 12966 34090 2136211 786206 1401168 1350005 52765843 62139577 17881067 20047487 4646640 5247272 86684506 98850255 50291 65292 719100 954050 6690 2548841 3794990 2100544 1898164 5425466 6712496 X 13750777 15119576 67508263 77018183 81259040 92137759 86684506 98850255 X 2172711 8698444 7564 X X 0 1 X 1 0 X 8002208 6876097 3416190 5200434 7159636 30654565 8002208 6876097 3416190 5200434 7159636 30654565 4878937 25775628 1409144 1259857 1726688 2334854 2495759 9226302 39880867 0.64630 0.76390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89 3302917 5541601 31616413 1 1 0 1 X 68687185 1778249 11646694 -3356815 78755313 59916668 2779951 8816949 -2826383 68687185 52285223 1326267 9202560 -2897382 59916668 64292004 1978139 -10297934 -3686986 52285223 55934846 5210069 6509319 -3362230 64292004 0.12000 0.54000 0.34000 0 0 425000 425000 1275000 456875 818125 436211 329331 106880 1350005 OPEN-END MUTUAL FUNDS 1312 F CLOSED-END MUTUAL FUNDS 79583 F FIXED INCOME 19843425 F HEDGE FUNDS 82437 F CASH EQUIVALENTS 40730 F 20047487 FUTURE INTERESTS AND TRUSTS 5230472 ACCRUED INTEREST AND DIVIDENDS 16800 5247272 PAYROLL LIABILITIES 17579 LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS 1880585 1898164 X 19306034 8698444 29500 -38569 8689375 10616659 0 10616659 8429853 29500 -43595 -14095 8443948 0 8443948 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, 2025 AND 2024, 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 97695 33582 64113 2500 24667 500 36998 GROWING TOGETHER PRIDE BRUNCH 26651 11800 14851 1182 7090 300 5176 124346 45382 78964 3682 31757 800 42174 78413 551 CA 1 0 0 0 0 0 1 5CITIES HOMELESS COALITION PO BOX 558 GROVER BEACH CA 93483 270413593 501(C)(3) 123694 0 N/A N/A UNRESTRICTED ACCESS CENTRAL COAST 423 W VICTORIA STREET SANTA BARBARA CA 93101 953255012 501(C)(3) 65000 0 N/A N/A UNRESTRICTED ALF FOOD PANTRY 5411 EL CAMINO REAL ATASCADERO CA 93422 770082730 501(C)(3) 71000 0 N/A N/A UNRESTRICTED BASIN STREET REGULARS INC PO BOX 356 PISMO BEACH CA 93448 873488032 501(C)(3) 15000 0 N/A N/A FOR SENIOR DANCE ACTIVITIES BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY 142 CROSS ST SUITE 140 SAN LUIS OBISPO CA 93401 770348487 501(C)(3) 63500 0 N/A N/A UNRESTRICTED. BOYS AND GIRLS CLUB MID CENTRAL COAST 901 N RAILROAD AVENUE SANTA MARIA CA 93458 952468116 501(C)(3) 85000 0 N/A N/A UNRESTRICTED BRIDGE LACROSSE DALLAS PO BOX 190844 DALLAS TX 75219 161671742 501(C)(3) 17800 0 N/A N/A UNRESTRICTED. CALIFORNIA CHARTER SCHOOL ASSOCIATION PO BOX 86087 LOS ANGELES CA 900860087 510465703 501(C)(3) 20000 0 N/A N/A UNRESTRICTED CALIFORNIA RURAL LEGAL ASSISTANCE INC 1020 15TH STREET SUITE 20 MODESTO CA 95354 952428657 501(C)(3) 50000 0 N/A N/A UNRESTRICTED CAL POLY FOUNDATION 1 GRAND AVENUE BUILDING 117 SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 137500 0 N/A N/A RESTRICTED TO MULTIPLE PROGRAMS CAL POLY STATE UNIVERSITY 1 GRAND AVENUE ADMIN 212 SAN LUIS OBISPO CA 93407 951648180 GOVERNMENT ENTITY 144500 0 N/A N/A 2025 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS - FUNDING TO UNIVERSITY CAMBRIA COMMUNITY HEALTHCARE DISTRICT 2535 MAIN STREET CAMBRIA CA 93428 846800422 501(C)(3) 6714 0 N/A N/A RESTRICTED TO PURCHASE A FIXED OXYGEN FILL STATION: LARGE CYLINDERS, HARDWARE, HOSES, A FILL CONTAINER TO HOLD CYLINDERS BEING REFILLED, SAFETY BRACKETS, MOVING EQUIPMENT FOR LARGE OXYGEN CYLINDERS, AND 20 PORTABLE OXYGEN CYLINDERS CAMBRIA CONNECTION PO BOX 970 CAMBRIA CA 93428 113694471 501(C)(3) 20000 0 N/A N/A UNRESTRICTED CASA OF SAN LUIS OBISPO COUNTY 75 HIGUERA SUITE 180 SAN LUIS OBISPO CA 93401 770316227 501(C)(3) 101500 0 N/A N/A UNRESTRICTED CATHOLIC CHARITIES DIOCESE OF MONTEREY 922 HILBY AVENUE SUITE C SEASIDE CA 93955 770042961 501(C)(3) 7500 0 N/A N/A RESTRICTED TO SLO COUNTY CENTER FOR FAMILY STRENGTHENING 7343 EL CAMINO REAL 346 ATASCADERO CA 93422 770206822 501(C)(3) 172200 0 N/A N/A UNRESTRICTED CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET FLOOR 22 NEW YORK NY 10038 133669731 501(C)(3) 25000 0 N/A N/A UNRESTRICTED. CENTRAL COAST AG NETWORK DBA CITY FARM SLO PO BOX 3736 SAN LUIS OBISPO CA 93403 203447329 501(C)(3) 42000 0 N/A N/A UNRESTRICTED CENTRAL COAST AQUARIUM PO BOX 460 AVILA BEACH CA 93424 770479110 501(C)(3) 30000 0 N/A N/A UNRESTRICTED CENTRAL COAST AUTISM SPECTRUM CENTER PO BOX 3417 SAN LUIS OBISPO CA 93403 261666484 501(C)(3) 25000 0 N/A N/A UNRESTRICTED CENTRAL COAST LINK DBA THE LINK 4507 DEL RIO AVE BLDG 1 ATASCADERO CA 93422 912022036 501(C)(3) 50000 0 N/A N/A UNRESTRICTED CENTRAL COAST VINEYARD TEAM PO BOX 1061 GROVER BEACH CA 93483 770427965 501(C)(3) 25000 0 N/A N/A RESTRICTED TO SUPPORT THE JUAN NEVEREZ MEMORIAL SCHOLARSHIP CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION 487 FAIR OAKS AVENUE ARROYO GRANDE CA 93420 770560115 501(C)(3) 15333 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY INC 1030 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952410253 501(C)(3) 202330 0 N/A N/A UNRESTRICTED COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY 676 PISMO STREET SAN LUIS OBISPO CA 93401 952906369 501(C)(3) 142776 0 N/A N/A UNRESTRICTED COMMUNITY HEALTH CENTERS OF THE CENTRAL COAST 2050 S BLOSSER RD SANTA MARIA CA 93458 953253302 501(C)(3) 50000 0 N/A N/A UNRESTRICTED COMMUNITY PARTNERS IN CARING 120 EAST JONES STREET SUITE 130 SANTA MARIA CA 93454 770477176 501(C)(3) 40000 0 N/A N/A UNRESTRICTED 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 CORAZON LATINO 1826 S BROADWAY SANTA MARIA CA 93456 922729279 501(C)(3) 13000 0 N/A N/A RESTRICTED TO SLO COUNTY RESTRICTED TO SUPPORT PROGRAMS FOR VINEYARD AND FARMWORKERS AND THEIR FAMILIES. CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)(3) 12147 0 N/A N/A RESTRICTED TO SUPPORT MULTIPLE PROGRAMS EL CAMINO HOMELESS COALITION 6370 ATASCADERO AVE ATASCADERO CA 93423 770545434 501(C)(3) 111500 0 N/A N/A UNRESTRICTED FAMILY CARE NETWORK INC 1255 KENDALL ROAD SAN LUIS OBISPO CA 93401 770159090 501(C)(3) 180000 0 N/A N/A UNRESTRICTED FDN FOR COTTAGE REHABILITATION AND GVCH - COAST CAREGIVER RESOURCE CENTER PO BOX 689 SANTA BARBARA CA 931023819 260433816 501(C)(3) 25000 0 N/A N/A UNRESTRICTED FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY 1180 KENDALL ROAD SAN LUIS OBISPO CA 93401 770210727 501(C)(3) 187162 0 N/A N/A TO SUPPORT THE WORK DESCRIBED IN YOUR RECENT APPLICATION TO OUR 2025 RAPID RESPONSE GRANT PROGRAM. FUNDING IS RESTRICTED TO USE SERVING CLIENTS IN SAN LUIS OBISPO COUNTY. FOUNDATION FOR THE PERFORMING ARTS CENTER PO BOX 1137 SAN LUIS OBISPO CA 93406 770129605 501(C)(3) 8000 0 N/A N/A UNRESTRICTED FRIENDS OF 40PRADO PO BOX 12444 SAN LUIS OBISPO CA 93406 770540323 501(C)(3) 6200 0 N/A N/A UNRESTRICTED FRIENDS OF THE ELEPHANT SEAL PO BOX 115 SAN SIMEON CA 93452 770481003 501(C)(3) 5289 0 N/A N/A RESTRICTED TO OFFSET THE COST OF THE REVISION AND REPRINTING OF THE ELEPHANT SEAL ADVENTURE GUIDE GROVER BEACH COMMUNITY LIBRARY 240 N 9TH STREET GROVER BEACH CA 93433 432024995 501(C)(3) 7818 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION HAWTHORNE ELEMENTARY PTA - CALIFORNIA CONGRESS OF PARENTS TEACHERS AND ST 2125 STORY ST SAN LUIS OBISPO CA 93401 956205165 501(C)(3) 10000 0 N/A N/A UNRESTRCTED HOSPICE OF SAN LUIS OBISPO COUNTY 1305 MARSH STREET SAN LUIS OBISPO CA 93401 953195126 501(C)(3) 57500 0 N/A N/A UNRESTRICTED HOURGLASS PROJECT DBA REACH 893 MARSH ST 13201 SAN LUIS OBISPO CA 93401 832082676 501(C)(3) 35854 0 N/A N/A RESTRICTED TO SUPPORT REACH'S ECONOMIC DEVELOPMENT ACTIVITIES AND PROGRAMS IMMIGRANT LEGAL DEFENSE CENTER 1136 E MONTECITO STREET SANTA BARBARA CA 93103 320549576 501(C)(3) 32500 0 N/A N/A TO SUPPORT THE SLO COUNTY LEGAL DEFENSE PROGRAM. INFINITE MUSIC 1163 MAIN STREET MORRO BAY CA 93442 462959266 501(C)(3) 81500 0 N/A N/A YOUTH ARTS ACTIVITIES INCLUDING NEW PROGRAMMING IN SOUTH COUNTY, AND EXPANDED PROGRAMMING IN SOUTH COUNTY, SAN LUIS OBISPO, AND MORRO BAY JACK'S HELPING HAND INC PO BOX 14718 SAN LUIS OBISPO CA 93406 204731313 501(C)(3) 8000 0 N/A N/A UNRESTRICTED KCBX INC 4100 VACHELL LANE SAN LUIS OBISPO CA 934018147 237292203 501(C)(3) 59500 0 N/A N/A UNRESTRICTED LONG TERM CARE OMBUDSMAN SERVICES OF SAN LUIS OBISPO COUNTY 3232 S HIGUERA STREET SUITE 101B SAN LUIS OBISPO CA 93401 770026510 501(C)(3) 70000 0 N/A N/A UNRESTRICTED LUCIA MAR UNIFIED SCHOOL DISTRICT 602 ORCHARD STREET ARROYO GRANDE CA 93420 710929358 GOVERNMENT ENTITY 26909 0 N/A N/A FOR 2025 FIELD TRIPS LUMINA ALLIANCE PO BOX 125 SAN LUIS OBISPO CA 93406 953370729 501(C)(3) 160650 0 N/A N/A TO SUPPORT THE DANCING WITH THE STARS EVENT. MIXTECOINDGENA COMMUNITY ORGANIZING PROJECT 135 MAGNOLIA AVENUE OXNARD CA 93030 300045901 501(C)(3) 132000 0 N/A N/A UNRESTRICTED MORRO BAY SENIOR CITIZENS INC PO BOX 603 MORRO BAY CA 934430603 510163015 501(C)(3) 10000 0 N/A N/A FOR SENIOR DANCE ACTIVITIES MORRO COAST AUDUBON SOCIETY PO BOX 1507 MORRO BAY CA 93443 237165021 501(C)(3) 37071 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION MOZART FESTIVAL ASSOCIATION DBA FESTIVAL MOZAIC PO BOX 311 SAN LUIS OBISPO CA 93406 237172087 501(C)(3) 170000 0 N/A N/A RESTRICTED FOR THE LINDVALL YOUNG ARTIST PROGRAM MT CARMEL LUTHERAN CHURCH 1701 FREDRICKS STREET SAN LUIS OBISPO CA 93405 237224019 501(C)(3) 8000 0 N/A N/A UNRESTRICTED MUJERES DE ACCION 915 CRESTON RD PASO ROBLES CA 93446 272116150 501(C)(3) 20000 0 N/A N/A TO SUPPORT MUJERES DE ACCION NATIONAL RESOURCES DEFENSE COUNCIL 40 W 20TH STREET 11TH FLOOR NEW YORK NY 10011 132654926 501(C)(3) 10000 0 N/A N/A UNRESTRICTED. ONE COOL EARTH PO BOX 150 SAN LUIS OBISPO CA 93406 341939404 501(C)(3) 25000 0 N/A N/A UNRESTRICTED OPERATION SURF PO BOX 1581 SAN LUIS OBISPO CA 93406 263661313 501(C)(3) 12000 0 N/A N/A UNRESTRICTED. PACIFIC WILDLIFE CARE PO BOX 4613 MORRO BAY CA 93403 770196350 501(C)(3) 22000 0 N/A N/A UNRESTRICTED PASO ROBLES PIONEER DAY COMMITTEE PO BOX 262 PASO ROBLES CA 93447 956097022 501(C)(3) 10000 0 N/A N/A RESTRICTED TO SUPPORT THE QUEEN'S LUNCHEON/TEA, IN MEMORY OF SANDY VIBORG. PASO ROBLES SCOUT HOUSE FOUNDATION PO BOX 53 SAN MIGUEL CA 93451 813274738 501(C)(3) 5285 0 N/A N/A TO SUPPORT THE COST OF THIS SUMMERS TRIP TO THE PHILMONT HIGH ADVENTURE CAMP. PASO ROBLES YOUTH ARTS CENTER PO BOX 4699 PASO ROBLES CA 93447 770488880 501(C)(3) 35000 0 N/A N/A UNRESTRICTED PATHPOINT 11491 LOS OSOS VALLEY RD SAN LUIS OBISPO CA 93405 952371668 501(C)(3) 20000 0 N/A N/A UNRESTRICTED PEOPLES' SELF-HELP HOUSING 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 952750154 501(C)(3) 143080 0 N/A N/A UNRESTRICTED PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN STREET SANTA BARBARA CA 93101 952319356 501(C)(3) 235000 0 N/A N/A UNRESTRICTED. PREGNANCY AND PARENTING SUPPORT OF SAN LUIS OBISPO COUNTY 3480 SOUTH HIGUERA 100 SAN LUIS OBISPO CA 93401 953570504 501(C)(3) 50000 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO BOTANICAL GARDEN 3450 DAIRY CREEK ROAD SAN LUIS OBISPO CA 93405 770248682 501(C)(3) 28968 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION SAN LUIS OBISPO CAREER TECHNICAL EDUCATION (CTE) FOUNDATION 3350 EDUCATION DR SAN LUIS OBISPO CA 93401 201405868 501(C)(3) 27000 0 N/A N/A RESTRICTED TO SUPPORT THE LIBRETTO CONSERVANCY SAN LUIS OBISPO CHILDREN'S MUSEUM 1010 NIPOMO ST SAN LUIS OBISPO CA 93401 770261830 501(C)(3) 8000 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO COUNTY ANIMAL SERVICES 885 OKLAHOMA AVENUE SAN LUIS OBISPO CA 93405 956000939 GOVERNMENT ENTITY 20000 0 N/A N/A RESTRICTED FOR THE PURPOSES OF FUNDING LOW-COST SPAY/NEUTER SERVICES TO COUNTY RESIDENTS. SAN LUIS OBISPO COUNTY ARTS COUNCIL 810 ORCUTT ROAD SAN LUIS OBISPO CA 93406 953738562 501(C)(3) 60000 0 N/A N/A YOUTH ARTS ACTIVITIES INCLUDING NEW PROGRAMMING FOR SOUTH COUNTY SAN LUIS OBISPO COUNTY YMCA A BRANCH OF CHANNEL ISLANDS YMCA 1020 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 951643379 501(C)(3) 9500 0 N/A N/A TO SUPPORT THE YOUTH BASKETBALL LEAGUE, AS DESCRIBED IN YOUR APPLICATION THROUGH THE JANSSEN YOUTH AND YOUTH SPORTS FUND GRANT PROGRAM. THE GRANT PERIOD IS 5/15/2025, THROUGH 5/15/2026. SAN LUIS OBISPO INTERNATIONAL FILM FESTIVAL PO BOX 1449 SAN LUIS OBISPO CA 93406 770367414 501(C)(3) 6000 0 N/A N/A UNRESTRICTED. SAN LUIS OBISPO MUSEUM OF ART PO BOX 813 SAN LUIS OBISPO CA 93406 956134270 501(C)(3) 254356 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO REPERTORY THEATRE PO BOX 122 SAN LUIS OBISPO CA 93406 952556678 501(C)(3) 191500 0 N/A N/A RESTRICTED TO SUPPORT THE CAPITAL CAMPAIGN SAN LUIS OBISPO SYMPHONY 75 HIGUERA ST SUITE 160 SAN LUIS OBISPO CA 93401 952493144 501(C)(3) 90449 0 N/A N/A UNRESTRICTED SANTA MARIA VALLEY SENIOR CITIZENS CLUB 510 E PARK AVE SANTA MARIA CA 93454 770111371 501(C)(4) 10000 0 N/A N/A FOR SENIOR DANCE ACTIVITIES SENIOR NUTRITION PROGRAMMEALS THAT CONNECT 2180 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 770279528 501(C)(3) 110000 0 N/A N/A UNRESTRICTED SLO CHILD DEVELOPMENT RESOURCE CENTER 1720 BISHOP STREET SAN LUIS OBISPO CA 93401 237111804 501(C)(3) 100000 0 N/A N/A UNRESTRICTED SLO CLASSICAL ACADEMY 165 GRAND AVENUE SAN LUIS OBISPO CA 93405 203131883 501(C)(3) 273677 0 N/A N/A THE GRANT IS RESTRICTED TO PURCHASING A NEW BUILDING, REMODELING, AND EQUIPMENT NEE TO ESTABLISH A NEW K-8 SCHOOL SLATED TO OPEN IN JULY 2026. SLO COUNTY OFFICE OF EDUCATION 3350 EDUCATION DRIVE SAN LUIS OBISPO CA 93405 996000938 GOVERNMENT ENTITY 70000 0 N/A N/A TO SUPPORT THE RAISING A READER PROGRAM FOR JANUARY 2025 - JUNE 2025 STORM TRYSAIL FOUNDATION C/O LARCHMONT YACHT CLUB 1 WOODBINE AVENUE LARCHMONT NY 10538 262672182 501(C)(3) 15000 0 N/A N/A UNRESTRICTED. THE GALA PRIDE AND DIVERSITY CENTER 1060 PALM STREET SAN LUIS OBISPO CA 93401 770372544 501(C)(3) 53000 0 N/A N/A UNRESTRICTED THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY PO BOX 12206 SAN LUIS OBISPO CA 93406 770039294 501(C)(3) 59350 0 N/A N/A UNRESTRICTED THE SAN LUIS OBISPO WIND ORCHESTRA PO BOX 471 ARROYO GRANDE CA 93420 770532887 501(C)(3) 10000 0 N/A N/A FOR SENIOR DANCE ACTIVITIES THE SLO NOOR FOUNDATION 1428 PHILLIPS LANE SUITE 203 SAN LUIS OBISPO CA 93401 271412176 501(C)(3) 133500 0 N/A N/A UNRESTRICTED THE UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVENUE KNOXVILLE TN 379214848 621844686 501(C)(3) 25000 0 N/A N/A RESTRICTED TO SUPPORT COMMUNITY DATA LIBRARIES FUND, SPECIFICALLY DR. KELLY BOLES' RESEARCH RELATED TO COMMUNITY DATA LIBRARIES. PER OUR UNDERSTANDING FROM YOUR FOUNDATION, THE GRANT WILL BE ASSESSED A 4.5% FEE. TOLOSA CHILDREN'S DENTAL CLINIC 717 WALNUT DRIVE PASO ROBLES CA 93446 770346861 501(C)(3) 63000 0 N/A N/A UNRESTRICTED TRANSITIONS-MENTAL HEALTH ASSOCIATION PO BOX 15408 SAN LUIS OBISPO CA 93406 953509040 501(C)(3) 213535 0 N/A N/A UNRESTRICTED UNITED WAY OF SAN LUIS OBISPO COUNTY PO BOX 14309 SAN LUIS OBISPO CA 93406 953459538 501(C)(3) 6650 0 N/A N/A RESTRICTED TO SUPPORT UNITED WAYS PROGRAM THAT CONTINUES THE HEAL-SLO COMMUNITY HEALTH, HEALTH EQUITY AND WORKFORCE EFFORTS BY PROVIDING STIPENDS TO UNDERREPRESENTED COMMUNITY MEMBERS. MEMBERS WILL PARTICIPATE IN FORMER HEAL-SLO WORKGROUPS THAT ARE NOW VANGUARD CHARITABLE PO BOX 9509 WARWICK RI 02889 232888152 501(C)(3) 59430 0 N/A N/A TO SUPPORT THE VANGUARD CHARITABLE ACCOUNT: THE POTTS JAHANIAN FUND (A2008348) WILSHIRE HEALTH & COMMUNITY SERVICES INC 285 SOUTH STREET STE J SAN LUIS OBISPO CA 93401 952374185 501(C)(3) 7840 0 N/A N/A THE SENIOR PEER COUNSELING PROGRAM WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 952058587 501(C)(3) 8397 0 N/A N/A TO BENEFIT CATS WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)(3) 51000 0 N/A N/A UNRESTRICTED WORLDWIDE FISTULA FUND 1933 N MEACHAM RD STE 450 SCHAUMBURG IL 601734410 300139210 501(C)(3) 25000 0 N/A N/A RESTRICTED TO ARENA 114 SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGES AND UNIVERSITIES 105 605700 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 MICHAEL JONES CHIEF FINANCIAL OFFICER 174140 0 4789 0 0 0 5368 0 0 0 184297 0 0 0 CHRISTINE DAWSON CHIEF EXECUTIVE OFFICER 137015 0 3900 0 0 0 3900 0 0 0 144815 0 0 0 X 19 886373 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 7,564. 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 7564 FMV