2024-06-05T17:56:10-05:00 2023-12-31 262350873 CALIBER AUDIT & ATTEST LLP 805 AEROVISTA PLACE SUITE 103 SAN LUIS OBISPO CA 93401 990 2023-01-01 770496500 THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY COMM 8055432323 550 DANA STREET SAN LUIS OBISPO CA 93401 HEIDI MCPHERSON CHIEF EXECUTIVE OFFICER 8055432323 2024-06-03 1 HEIDI MCPHERSON 999009999 0 KIMBERLYN SPILLER P01491937 8058880242 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z HEIDI MCPHERSON 550 DANA STREET SAN LUIS OBISPO CA 93401 111743142 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. 12 12 19 210 0 0 6888992 3416190 0 0 1361711 -241136 336382 46342 8587085 3221396 4644572 3255958 0 0 859800 1081361 0 0 284692 720681 1031963 6225053 5369282 2362032 -2147886 66389017 75470661 3346949 3744079 63042068 71726582 TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP. 0 0 4289802 3255958 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. 4289802 1 1 0 0 0 1 0 0 1 1 1 1 0 0 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 17 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 12 12 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 SUZANNE FRITZ PRESIDENT 4.00 X X 0 0 0 KATH TOMPKINS VICE PRESIDENT 4.00 X X 0 0 0 ANITA ROBINSON TREASURER 4.00 X X 0 0 0 LINDA SOMERS SMITH SECRETARY 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 PAT HOSEGOOD MARTIN DIRECTOR 4.00 X 0 0 0 ROB GARCIA 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 RICK WILLIAMS DIRECTOR 4.00 X 0 0 0 HEIDI MCPHERSON CHIEF EXECUTIVE OFFICER 50.00 5.00 X 211438 0 6343 MICHAEL JONES CHIEF FINANCIAL OFFICER 40.00 5.00 X 66067 0 0 277505 0 6343 1 0 1 0 0 16456 164273 3235461 380691 3416190 1726688 1726688 106498164 108465988 -1967824 -1967824 -1967824 99089 16456 55758 43331 43331 OTHER REVENUE 900099 237109 237109 CHANGE IN SPLIT INTEREST 900099 144432 144432 INCOME HELD FOR OTHERS 900099 -378530 -378530 3011 3221396 3011 0 -197805 2899350 2899350 326608 326608 30000 30000 311673 109085 140253 62335 621255 217439 279565 124251 16706 5847 7518 3341 78091 27332 35141 15618 53636 18773 24136 10727 1563 508 547 508 27650 27650 248043 248043 142445 142445 13024 4298 4428 4298 38778 12797 13184 12797 70539 23278 23983 23278 23043 7604 7835 7604 11890 3924 4042 3924 93970 31010 31950 31010 62854 20742 21370 20742 21094 1806 18257 1031 FUND OPERATION EXPENSE 326149 326149 PROGRAM EXPENSE 26043 16255 9788 MEMBERSHIP DUES AND SUB 18500 6105 6290 6105 MISCELLANEOUS 12379 3092 6194 3093 -106001 -50243 -55758 5369282 4289802 794788 284692 456148 504048 7934425 8462553 453000 580000 11559 18419 2161546 697140 1487992 1464406 34813166 43947053 19013011 17920945 2219716 2573237 66389017 75470661 37390 51938 562680 485810 65000 15261 2088149 2405560 593730 785510 3346949 3744079 X 11316607 13052309 51725461 58674273 63042068 71726582 66389017 75470661 X -2147886 10093541 738859 X X 0 1 X 1 0 X 4523066 2262640 8002208 6876097 3416190 25080201 4523066 2262640 8002208 6876097 3416190 25080201 25080201 1708174 1232311 1409144 1259857 1726688 7336174 32416375 0.77370 0.77290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109 2885446 1078892 24300189 1 1 0 1 X 52285223 1326267 9202560 -2897382 59916668 64292004 1978139 -10297934 -3686986 52285223 55934846 5210069 6509319 -3362230 64292004 54043230 507687 5237058 -3853129 55934846 44621073 2702661 8876413 -2156917 54043230 0.12000 0.55000 0.33000 0 0 425000 425000 1275000 393125 881875 461546 304015 157531 1464406 OPEN-ENDED MUTUAL FUNDS 1299333 F CLOSE-ENDED MUTUAL FUNDS 460781 F FIXED INCOME 15039765 F HEDGE FUNDS 1092692 F CASH EQUIVALENTS 28374 F 17920945 PAYROLL LIABILITIES 14019 LIABILITIES TO BENEFICIARIES FROM SPLIT INTEREST AGREEMENTS 771491 785510 X 13734187 10093541 13250 406000 10512791 3221396 0 3221396 5231802 13250 -150730 -137480 5369282 0 5369282 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, 2023 AND 2022, 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) TO BENEFIT THE CHILD REFUGEES IN SWEDEN 30000 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 115545 16456 99089 7850 20091 500 27317 115545 16456 99089 7850 20091 500 27317 55758 43331 CA 1 0 0 0 0 0 1 5CITIES HOMELESS COALITION PO BOX 558 GROVER BEACH CA 93483 270413593 501(C)(3) 36000 0 N/A N/A UNRESTRICTED GRANT ATASCADERO LOAVES AND FISHES 5411 EL CAMINO REAL ATASCADERO CA 93422 770082730 501(C)(3) 28000 0 N/A N/A UNRESTRICTED BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY PO BOX 356 PISMO BEACH CA 93448 953214113 501(C)(3) 15000 0 N/A N/A 25TH ANNIVERSARY GRANTS BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY 142 CROSS ST SUITE 140 SAN LUIS OBISPO CA 93401 770348487 501(C)(3) 26000 0 N/A N/A UNRESTRICTED BOYS & GIRLS CLUB MID CENTRAL COAST 901 N RAILROAD AVENUE SANTA MARIA CA 93458 952468116 501(C)(3) 20000 0 N/A N/A 25TH ANNIVERSARY GRANTS BOYS & GIRLS CLUB OF SOUTH SLO COUNTY 1830 19TH STREET OCEANO CA 93445 770390117 501(C)(3) 14500 0 N/A N/A TO SUPPORT THE ENDOWMENT FUND BRIDGE LACROSSE DALLAS PO BOX 190844 DALLAS TX 75219 161671742 501(C)(3) 15000 0 N/A N/A UNRESTRICTED CARE4PAWS PO BOX 60524 SANTA BARBARA CA 93160 270207473 501(C)(3) 13500 0 N/A N/A UNRESTRICTED CAL POLY STATE UNIVERSITY 1 GRAND AVENUE ADMIN 212 SAN LUIS OBISPO CA 93407 951648180 GOVERNMENT 90000 0 N/A N/A SEE LIST OF 2023 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS CAL POLY UNIVERSITY DEVELOPMENT AND ALUMNI ENGAGEMENT 1 GRAND AVENUE BUILDING 117 SAN LUIS OBISPO CA 93407 951648180 GOVERNMENT 37000 0 N/A N/A TO SUPPORT THE PREMIERE OF THE NEW COMMISSION BY JOCELYN HAGEN BEING PRESENTED BY THE CANTABILE ENSEMBLE CASA OF SLO COUNTY PO BOX 1168 SAN LUIS OBISPO CA 93406 770316227 501(C)(3) 13000 0 N/A N/A UNRESTRICTED CATHOLIC CHARITIES DIOCESE OF MONTEREY 922 HILBY AVENUE SUITE C SEASIDE CA 93955 770042961 501(C)(3) 7467 0 N/A N/A DISASTER RELIEF CAYUCOS LAND CONSERVANCY PO BOX 336 CAYUCOS CA 93430 770506896 501(C)(3) 400000 0 N/A N/A TO SUPPORT PHASE ONE OF THE TORO COAST PROJECT CENTER FOR FAMILY STRENGTHENING 3480 SOUTH HIGUERA SUITE 100 SAN LUIS OBISPO CA 93401 770206822 501(C)(3) 35853 0 N/A N/A TO SUPPORT THE PROMOTORES COLLABORATIVE'S LATINA FISCAL LITERACY PROGRAM. THIS GRANT IS RESTRICTED TO SUPPORTING PROGRAMS PROVIDED FOR VINEYARD, FARMWORKERS AND THEIR FAMILIES CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET FLOOR 22 NEW YORK NY 10038 133669731 501(C)(3) 20000 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) 8000 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) 20000 0 N/A N/A UNRESTRICTED CENTRAL COAST STATE PARKS ASSOCIATION 202 TANK FARM ROAD STE H2 SAN LUIS OBISPO CA 93401 510198869 501(C)(3) 32875 0 N/A N/A TO SUPPORT THE MIND WALKS PROGRAM CITY FARM SLO PO BOX 3736 SAN LUIS OBISPO CA 93403 203447329 501(C)(3) 67562 0 N/A N/A 25TH ANNIVERSARY GRANTS CLARK CENTER ASSOCIATION DBA SOUTH COUNTY PERFORMING ARTS ASSOCIATION 487 FAIR OAKS AVENUE ARROYO GRANDE CA 93420 770560115 501(C)(3) 7274 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY 1030 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952410253 501(C)(3) 49266 0 N/A N/A FOR DIRECT AID TO UNDOCUMENTED IMMIGRANTS RESIDING IN SAN LUIS OBISPO COUNTY COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY 676 PISMO STREET SAN LUIS OBISPO CA 93401 952906369 501(C)(3) 31744 0 N/A N/A UNRESTRICTED COMMUNITY FOUNDATION OF ESTERO BAY PO BOX 131 MORRO BAY CA 93443 770336404 501(C)(3) 11500 0 N/A N/A TO PROVIDE STIPENDS FOR LOS OSOS YOUTH TO PLAY SPORTS AND PARTICIPATE IN OTHER AFTER SCHOOL ENHANCEMENT ACTIVITIES CONCORDIA THEOLOGICAL SEMINARY 6600 N CLINTON ST FORT WAYNE IN 46825 370673478 501(C)(3) 12150 0 N/A N/A TO BENEFIT THE HANS LYCKY STIPENDIUM AT THE LUTHERAN SCHOOL OF THEOLOGY AT GOTHENBURG FOR SUPPORT OF THEOLOGICAL EDUCATION OF STUDENT MINISTERS AND PASTORS VIA THE BO GIERTZ FUND CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)(3) 21574 0 N/A N/A UNRESTRICTED DIVERSITY COALITION SAN LUIS OBISPO COUNTY PO BOX 376 ARROYO GRANDE CA 93421 822075135 501(C)(3) 11000 0 N/A N/A UNRESTRICTED ECOLOGISTICS 633 RAMONA AVE 103 LOS OSOS CA 93402 272116150 501(C)(3) 26967 0 N/A N/A CENTRAL COAST COALITION FOR UNDOCUMENTED STUDENT SUCCESS EL CAMINO HOMELESS ORGANIZATION 6370 ATASCADERO AVENUE ATASCADERO CA 93422 770545434 501(C)(3) 21000 0 N/A N/A UNRESTRICTED GRANT FAMILY CARE NETWORK INC 1255 KENDALL ROAD SAN LUIS OBISPO CA 93401 770159090 501(C)(3) 22500 0 N/A N/A UNRESTRICTED FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO PO BOX 591 SAN LUIS OBISPO CA 93406 951703095 RELIGIOUS 51000 0 N/A N/A UNRESTRICTED FIRST UNITED METHODIST CHURCH 222 WEST SEVENTH STREET COLUMBIA TN 38401 620559654 501(C)(3) 8000 0 N/A N/A UNRESTRICTED FIRSTFRUITS FARMS SLO PO BOX 5157 SAN LUIS OBISPO CA 93403 843220046 501(C)(3) 10000 0 N/A N/A UNRESTRICTED FIVE CITIES YOUTH FOOTBALL LEAGUE PO BOX 64 ARROYO GRANDE CA 93421 770636950 501(C)(3) 9438 0 N/A N/A TO PURCHASE TWO SETS OF AED AND CPR EQUIPMENT, AND BLEEDING CONTROL KITS FOR 5CYFL'S FOOTBALL, CHEER, AND SOCCER PROGRAMS FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY 1180 KENDALL ROAD SAN LUIS OBISPO CA 93401 770210727 501(C)(3) 89617 0 N/A N/A UNRESTRICTED FOUNDATION FOR THE PERFORMING ARTS CENTER PO BOX 1137 SAN LUIS OBISPO CA 93406 770129605 501(C)(3) 12545 0 N/A N/A UNRESTRICTED FRIENDS OF 40PRADO PO BOX 12444 SAN LUIS OBISPO CA 93406 770540323 501(C)(3) 5250 0 N/A N/A UNRESTRICTED FRIENDS OF CAMP NATOMA INC PO BOX 3012 SAN LUIS OBISPO CA 93403 455529053 501(C)(3) 15000 0 N/A N/A CAMP NATOMA CAMPERSHIPS FRIENDS OF THE SAN LUIS OBISPO BOTANICAL GARDENS 3450 DAIRY CREEK ROAD SAN LUIS OBISPO CA 93405 770248682 501(C)(3) 5909 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION GALA PRIDE AND DIVERSITY CENTER 1060 PALM STREET SAN LUIS OBISPO CA 93401 770372544 501(C)(3) 11000 0 N/A N/A UNRESTRICTED GROVER BEACH COMMUNITY LIBRARY 240 N 9TH STREET GROVER BEACH CA 93433 432024995 501(C)(3) 7342 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION HOSPICE OF SAN LUIS OBISPO COUNTY 1304 PACIFIC STREET SAN LUIS OBISPO CA 93401 953195126 501(C)(3) 7500 0 N/A N/A TO SUPPORT THE LIGHT UP A LIFE EVENT AT THE GOLD LEVEL SPONSORSHIP IN MEMORY OF ROBERT H. JANSSEN INFINITE MUSIC FOUNDATION PO BOX 1133 MORRO BAY CA 93443 462959266 501(C)(3) 7250 0 N/A N/A UNRESTRICTED JACK'S HELPING HAND PO BOX 14718 SAN LUIS OBISPO CA 93406 204731313 501(C)(3) 27500 0 N/A N/A CAMP REACH FOR THE STARS JEWISH COMMUNITY CENTER SAN LUIS OBISPO 875 LAUREATE LANE SAN LUIS OBISPO CA 93405 770547417 501(C)(3) 15988 0 N/A N/A UNRESTRICTED KCBX RADIO CENTRAL COAST PUBLIC RADIO 4100 VACHELL LANE SAN LUIS OBISPO CA 934018147 237292203 501(C)(3) 14400 0 N/A N/A UNRESTRICTED LONG TERM CARE OMBUDSMAN SERVICES 3232 S HIGUERA STREET SUITE 101B SAN LUIS OBISPO CA 93401 770026510 501(C)(3) 25000 0 N/A N/A UNRESTRICTED LOS OSOS CARES INC PO BOX 6602 LOS OSOS CA 93412 823047951 501(C)(3) 20500 0 N/A N/A 25TH ANNIVERSARY GRANTS LUCIA MAR UNIFIED SCHOOL DISTRICT 602 ORCHARD STREET ARROYO GRANDE CA 93420 710929358 GOVERNMENT 15435 0 N/A N/A TO SUPPORT THE AVID STUDENTS IN THE FOLLOWING MANNER DURING THE 2023-2024 ACADEMIC YEAR, INVOICE #240164 LUMINA ALLIANCE PO BOX 125 SAN LUIS OBISPO CA 93406 953370729 501(C)(3) 37500 0 N/A N/A TO SUPPORT CHILDCARE SERVICES MAURY MAGIC RIDERS PO BOX 560 COLUMBIA TN 38402 621742129 501(C)(3) 5500 0 N/A N/A UNRESTRICTED MONTEREY COLLEGE OF LAW 100 COLONEL DURHAM STREET SEASIDE CA 93955 942202421 501(C)(3) 22570 0 N/A N/A UNRESTRICTED FOR THE SAN LUIS OBISPO COLLEGE OF LAW CAMPUS MORRO BAY SENIOR CITIZENS INC DBA MORRO BAY ACTIVE ADULTS PO BOX 603 MORRO BAY CA 934430603 510163015 501(C)(3) 8275 0 N/A N/A TO SUPPORT THE COST OF MUSICIANS AT TUNES AT TIDELANDS AS DESCRIBED IN YOUR 2023 SENIOR DANCE GRANT APPLICATION MORRO COAST AUDUBON SOCIETY PO BOX 1507 MORRO BAY CA 93443 237165021 501(C)(3) 20000 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) 25000 0 N/A N/A UNRESTRICTED MT CARMEL LUTHERAN CHURCH 1701 FREDRICKS STREET SAN LUIS OBISPO CA 93405 237224019 501(C)(3) 7000 0 N/A N/A UNRESTRICTED NATIVITY OF OUR LADY CATHOLIC CHURCH 221 DALY STREET SAN LUIS OBISPO CA 93401 941658139 RELIGIOUS 10000 0 N/A N/A UNRESTRICTED NEW LIFE K9'S PO BOX 4412 SAN LUIS OBISPO CA 93403 752547239 501(C)(3) 10000 0 N/A N/A TO SUPPORT THE PURCHASING OF SUPPLIES AND THE CARE OF CANINES OPERA SAN LUIS OBISPO PO BOX 14760 SAN LUIS OBISPO CA 93406 770086873 501(C)(3) 29500 0 N/A N/A UNRESTRICTED PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 93443 770196350 501(C)(3) 50000 0 N/A N/A TO SUPPORT THE DONOR'S COMMITMENT TO THE CAPITAL CAMPAIGN IN MEMORY OF JAY DAVIDSON PASO ROBLES YOUTH ARTS CENTER PO BOX 4699 PASO ROBLES CA 93447 770488880 501(C)(3) 42050 0 N/A N/A UNRESTRICTED PEOPLES' SELF-HELP HOUSING 1060 KENDALL ROAD SAN LUIS OBISPO CA 93401 952750154 501(C)(3) 31000 0 N/A N/A UNRESTRICTED PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST 518 GARDEN STREET SANTA BARBARA CA 93101 952319356 501(C)(3) 22500 0 N/A N/A UNRESTRICTED RESTORATIVE PARTNERS 3196 S HIGUERA STREET SUITE D SAN LUIS OBISPO CA 93401 474825349 501(C)(3) 16250 0 N/A N/A FOR THE OPPORTUNITY TO THRIVE PROGRAM AS DESCRIBED IN YOUR 2023 OPPORTUNITY TO THRIVE GRANT APPLICATION ROTARY CLUB OF MORRO BAY PO BOX 806 MORRO BAY CA 93443 770198922 501(C)(3) 10562 0 N/A N/A TO BENEFIT TURKISH EARTHQUAKE RELIEF EFFORTS SAN LUIS COASTAL EDUCATION FOUNDATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 824196024 501(C)(3) 8027 0 N/A N/A FOR SLCEF TEACHER GRANTS SAN LUIS COASTAL EDUCATION FOUNDATION 1500 LIZZIE ST SAN LUIS OBISPO CA 93401 824196024 501(C)(3) 19912 0 N/A N/A FOR 2022-2023 TEACHER GRANTS SAN LUIS OBISPO BOTANICAL GARDEN 3450 DAIRY CREEK ROAD SAN LUIS OBISPO CA 93405 770248682 501(C)(3) 17200 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO CHILD DEVELOPMENT CENTER DBA CHILD DEVELOPMENT RESOURCE CEN 1720 BISHOP STREET SAN LUIS OBISPO CA 93401 237111804 501(C)(3) 10000 0 N/A N/A FOR THE FAMILY ADVOCATE COLLABORATIVE AS DESCRIBED IN YOUR 2023 OPPORTUNITY TO THRIVE GRANT APPLICATION SAN LUIS OBISPO CHILDREN'S MUSEUM 1010 NIPOMO ST SAN LUIS OBISPO CA 93401 770261830 501(C)(3) 12428 0 N/A N/A 25TH ANNIVERSARY GRANTS 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 LCCF DISASTER RECOVERY GRANT FOR SLO COUNTY SEARCH AND RESCUE SAN LUIS OBISPO COUNTY YMCA 1020 SOUTHWOOD DRIVE SAN LUIS OBISPO CA 93401 952147727 501(C)(3) 10000 0 N/A N/A 25TH ANNIVERSARY GRANTS SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION 3232 S HIGUERA ST SUITE 101D SAN LUIS OBISPO CA 93401 770335048 501(C)(3) 6500 0 N/A N/A TO PROVIDE OUTREACH AND COMMUNITY ENGAGEMENT IN CONJUNCTION WITH SLO COUNTY UNDOCUSUPPORT'S IMMIGRANT SERVICE RESOURCE HUB, IMMIGRANT SERVICES GUIDE, AND COMMUNITY SERVICES WORKSHOPS SAN LUIS OBISPO MUSEUM OF ART PO BOX 813 SAN LUIS OBISPO CA 93406 956134270 501(C)(3) 133700 0 N/A N/A UNRESTRICTED SAN LUIS OBISPO REPERTORY THEATRE PO BOX 122 SAN LUIS OBISPO CA 93406 952556678 501(C)(3) 107500 0 N/A N/A $50,000 FOR THE BUILDING FUND AND $50,000 FOR NEW CONSTRUCTION SANTA MARGARITA AREA SENIOR CITIZENS CLUB 22202 H STREET SANTA MARGARITA CA 93453 953089157 501(C)(3) 6000 0 N/A N/A TO SUPPORT THE COST OF MUSICIANS AT SENIOR DANCES AS DESCRIBED IN YOUR 2023 SENIOR DANCE GRANT APPLICATION SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB 510 E PARK AVE SANTA MARIA CA 93454 770111371 501(C)(4) 10000 0 N/A N/A TO SUPPORT THE COST OF MUSICIANS AT SENIOR DANCES SENIOR NUTRITION PROGRAM DBA MEALS THAT CONNECT 2180 JOHNSON AVENUE SAN LUIS OBISPO CA 93401 770279528 501(C)(3) 10000 0 N/A N/A UNRESTRICTED SHOWER THE PEOPLE 1133 VARD LOOMIS LN ARROYO GRANDE CA 93420 821552557 501(C)(3) 6000 0 N/A N/A 25TH ANNIVERSARY GRANTS SLO CLASSICAL ACADEMY 165 GRAND AVENUE SAN LUIS OBISPO CA 93405 203131883 501(C)(3) 90000 0 N/A N/A TO PURCHASE TWO ELECTRIC VANS SLO COUNTY OFFICE OF EDUCATION 3350 EDUCATION DRIVE SAN LUIS OBISPO CA 93405 956000938 GOVERNMENT 48900 0 N/A N/A FOR COLLEGE NIGHT 2023 SLO JAZZ FESTIVAL 1505 HUCKLEBERRY AVENUE ARROYO GRANDE CA 93420 272625815 501(C)(3) 10000 0 N/A N/A TO SUPPORT THE COST OF MUSICIANS AT THE CHRISTMAS BALL AS DESCRIBED IN YOUR 2023 SENIOR DANCE GRANT APPLICATION SLO NOOR FOUNDATION 1428 PHILLIPS LANE SUITE 203 SAN LUIS OBISPO CA 93401 271412176 501(C)(3) 14700 0 N/A N/A UNRESTRICTED SLOW MONEY SAN LUIS OBISPO 1288 11TH STREET LOS OSOS CA 93402 822069002 501(C)(3) 6500 0 N/A N/A IN SUPPORT OF HARVESTLY SOUTH COUNTY YOUTH COALITION PO BOX 371 ARROYO GRANDE CA 93421 770495870 501(C)(3) 24500 0 N/A N/A UNRESTRICTED ST LUKE UNITED METHODIST CHURCH PO BOX 1796 COLUMBIA TN 38402 620964715 RELIGIOUS 8000 0 N/A N/A FOR GENERAL BUDGET ONLY STORM TRYSAIL FOUNDATION CO LARCHMONT YACHT CLUB 1 WOODBINE AVENUE LARCHMONT NY 10538 262672182 501(C)(3) 20000 0 N/A N/A TO SUPPORT OPPORTUNITIES FOR YOUNG MEN AND WOMEN TO ENGAGE IN OFFSHORE SAILING/RACING VIA THE RICHARD DU MOULIN AWARD THE FUND FOR SANTA BARBARA PO BOX 90710 SANTA BARBARA CA 93190 770070742 501(C)(3) 10000 0 N/A N/A TO SUPPORT THE INCLUSION OF SAN LUIS OBISPO COUNTY IN THE 2023 CENTRAL COAST REGIONAL EQUITY STUDY THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY PO BOX 12206 SAN LUIS OBISPO CA 93406 770039294 501(C)(3) 149559 0 N/A N/A UNRESTRICTED THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DR SUITE 100 ARLINGTON VA 222031606 530242652 501(C)(3) 10000 0 N/A N/A TO BENEFIT THE HAWAI'I'S FOREST BIRDS TRANSITIONS-MENTAL HEALTH ASSOCIATION PO BOX 15408 SAN LUIS OBISPO CA 93406 953509040 501(C)(3) 43500 0 N/A N/A THE TEEN VIOLENCE SUPPORT GROUP WHITMAN COLLEGE OFFICE OF DEVELOPMENT 345 BOYER AVE WALLA WALLA WA 99362 910567740 501(C)(3) 10000 0 N/A N/A UNRESTRICTED WILSHIRE HEALTH & COMMUNITY SERVICES INC 285 SOUTH STREET STE J SAN LUIS OBISPO CA 93401 952374185 501(C)(3) 7564 0 N/A N/A GENERAL SUPPORT OF YOUR ORGANIZATION WOODS HUMANE SOCIETY 875 OKLAHOMA AVE SAN LUIS OBISPO CA 93405 952058587 501(C)(3) 18574 0 N/A N/A TO BENEFIT CATS 114 CASIMIO, DEMETRIO, SID: XXX-XX-XXXX 1 -500 0 N/A N/A TO SUPPORT YOUR WORK AS AN LGBTQ+ ARTIST AS DESCRIBED IN YOUR APPLICATION 1 2000 0 N/A N/A VARGAS, BRENDA, SID#: H20114474, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A ANDERSON, DANYELLE N., 2018 GARRIS FAMILY SCHOLARSHIP 1 -6000 0 N/A N/A CHAVEZ, ESMERALDA, SID: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A GOMEZ, DANIELA 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP 1 -4000 0 N/A N/A SCRUGGS, STEVEN D., ELKAN T. HART SCHOLARSHIP AWARD 1 -4000 0 N/A N/A TORRRES, SAUL, SID: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A BERNAL, CESAR SID: H20094908, GRIZZLY YOUTH ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A BARRAGAN, RIGOBERTO, SID: 20422925, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A RAMOS, YENSSI 2020 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP 1 -4000 0 N/A N/A HUGHES, AUDREY 2020 GARY PAUL PIANTANIDA SCHOLARSHIP 1 -3000 0 N/A N/A GARDNER, SAIGE 2020 MARION C. AND MARK W. WILSON NURSING SCHOLARSHIP 1 -3000 0 N/A N/A THOMPSON, AVERY C. 2020 YEAGER SCIENCE SCHOLARSHIP 1 -20000 0 N/A N/A FRYER, MADELEINE P., 2020 ALAN D. STEPHENSON SCHOLARSHIP 1 -5000 0 N/A N/A RAMIREZ BOYD, MARIA, SID: H20094918, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A HEARN, LORINA, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A HILTON, SOPHIE M. 2021 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP 1 -2500 0 N/A N/A ATHIE, ALAN, SID #XXX-XX-XXXX, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A LUNA-VASQUEZ, CAYDEN, SID#H20129537, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A SLINGERLAND, ALEC, SID#: XXX-XX-XXXX, ACADEMIC SCHOLARSHIP 1 -500 0 N/A N/A VARGAS, ALYSSA 2021 HELEN & RONALD DUNIN LEGACY SCHOLARSHIP 1 -12000 0 N/A N/A ARREOLA, MADISYN M. 2021 DOROTHY GOOD ENDOWED FUND FOR AVID 1 -1000 0 N/A N/A GRACILIANO, ERIKA 2021 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP FUND 1 -7500 0 N/A N/A ROWLANDS-REES, CAMILLE 2021 BURT W. POLIN AND VIRGINIA POLIN FARM BUREAU SCHOLARSHIP 1 -1500 0 N/A N/A SCHINDELE, IZABELLA I 2021 ANGLEA GUARINI HOLLANDER SCHOLARSHIP 1 -3575 0 N/A N/A AIELLO, CHLOE B. 2022 DAVID B. GIANAS MEMORIAL SCHOLARSHIP 1 -500 0 N/A N/A GAVIOLA, MALIA ID#XXX-XX-XXXX 1 -500 0 N/A N/A CUEVAS, LISSETTE ID#XXX-XX-XXXX 1 2000 0 N/A N/A ALVARADO, JOCELYN 1 500 0 N/A N/A PEREZ-CORBITT, ADRIAN ID#XXX-XX-XXXX 1 2000 0 N/A N/A ESPINOSA, GERNARO. 2022 DOROTHY ROSS MEMORIAL SCHOLARSHIP 1 -1000 0 N/A N/A HASTINGS, JASMINE ID#XXX-XX-XXXX 1 2000 0 N/A N/A LORENZO DIAZ, JULIAN. 2022 DOUGLAS DE GROSS AUTOMOTIVE STUDIES 1 -2000 0 N/A N/A WULFING. RAYVIN. 2022 GARY PAUL PIANTANIDA SCHOLARSHIP 1 -12000 0 N/A N/A RUIZ-VALENIA, STACEY. 2022 JOHN S. RENNER MEMORIAL SCHOLARSHIP 1 -1000 0 N/A N/A NICHOLDS, MOLLI. 2022 THE GARRIS FAMILY SCHOLARSHIP 1 -8000 0 N/A N/A NGO, CHRISTIAN 1 -1000 0 N/A N/A MILLER, LEO ID#XXX-XX-XXXX 1 1000 0 N/A N/A DOWLER, JAYDN- THOMA23 1 2876 0 N/A N/A SPE-Y, TUHOI- THOMA23 1 3000 0 N/A N/A LAWRENCE, IMKE- THOMA23 1 3000 0 N/A N/A WRIGHT, OLIVIA ID#1028139 1 10000 0 N/A N/A WRIGHT, OLIVA ID#1028139 1 2000 0 N/A N/A LODGE, ZOE ID#3038930624 1 2000 0 N/A N/A LODGE, ZOE ID#3038930624 1 1000 0 N/A N/A GARDNER, NATHAN ID#AII2V8-1 1 2000 0 N/A N/A KENNEDY, CAIDEN- WEYCHRICH 2023 1 2000 0 N/A N/A 2023 RABBI JANICE MEHRING SCHOLARSHIP RECIPIENT 1 3000 0 N/A N/A MARSALEK, ELIJAH ID#76944917 1 2000 0 N/A N/A HUSS, JON (COOPER) ID#952003097 1 2000 0 N/A N/A BOERSMA, LAUREN ID#XXX-XX-XXXX 1 2000 0 N/A N/A CHAE, YEWON ID#79566391 1 2500 0 N/A N/A CHAE, YEWON ID#79566391 1 2000 0 N/A N/A SHINGLOT, HEER ID#XXX-XX-XXXX 1 2000 0 N/A N/A LLANOS, RAQUEL 2023 GRIZZLY RECIPIENT #1047930 1 1000 0 N/A N/A EVA RAMIREZ #2583017 1 1000 0 N/A N/A CHRISTOPHER MIXON #00481841 1 1000 0 N/A N/A FOGO, JUSTIN ID#2065457 1 5000 0 N/A N/A KELLER, LEXI 1 1500 0 N/A N/A ARELLANO, AMANI ID#XXX-XX-XXXX 1 10000 0 N/A N/A SELCK, CHLOE #12347231 1 3742 0 N/A N/A MENDOZA RAMIREZ, GIZEL ID#XXX-XX-XXXX 1 2000 0 N/A N/A 2023 GARY PAUL PIANTANIDA SCHOLARSHIP RECIPIENT 1 12000 0 N/A N/A MARTINEZ, MIRANDA ID#XXX-XX-XXXX 1 5000 0 N/A N/A KEEP, MASON ID#XXX-XX-XXXX 1 10000 0 N/A N/A TIDWELL, DEREK #XXX-XX-XXXX 1 5000 0 N/A N/A LOPEZ, ANNALISSE ID#A17973388 1 3000 0 N/A N/A 2023 JOHN AND BARABARA WOLCOTT MEMORIAL SCHOLARSHIP RECIPIENT 1 4000 0 N/A N/A 2023 ROTARY CLUB OF PASO ROBLES COLLIN BLACK SCHOLARSHIP RECIPIENT- VOCATIONAL 1 1000 0 N/A N/A SONNIKSEN, ELLIE ID#0636185 1 5000 0 N/A N/A BARNETT, MICK ID#XXX-XX-XXXX 1 23000 0 N/A N/A LOPEZ ISIDRO, ANA ID#XXX-XX-XXXX 1 8000 0 N/A N/A LEON ORTIZ, AGUSTIN ID#XXX-XX-XXXX 1 5565 0 N/A N/A 2023 ROTARY CLUB OF PASO ROBLES COLLIN BLACK SCHOLARSHIP RECIPIENT 1 5000 0 N/A N/A LOPEZ, CLYDE ID#K0907462 1 2000 0 N/A N/A LEIVA, CARLOS #06749505 1 2000 0 N/A N/A 2023 JOHN AND BARBARA WOLCOTT MEMORIAL SCHOLARSHIP RECIPIENT 1 4000 0 N/A N/A LEMUS, AHTZIRY ID#H20160426 1 3000 0 N/A N/A WELLS, CHLOE ID#XXX-XX-XXXX 1 1000 0 N/A N/A SANCHEZ, GABRIEL 1 12000 0 N/A N/A CROTEZ, ISABELLA ID#H20159260 1 2000 0 N/A N/A 2023 DOROTHY GOOD AVID SCHOLARSHIP RECIPIENT- NIPOMO 1 1000 0 N/A N/A HUNT, JOSEPH ID#A17893552 1 20000 0 N/A N/A DEMAREST, REESE ID#3039459906 1 10000 0 N/A N/A DICKEL, ASHELY ID#A044894 1 10000 0 N/A N/A HOLLEY, FAYTH IS#XXX-XX-XXXX 1 10000 0 N/A N/A VARGAS, ALEXIS ID#XXX-XX-XXXX 1 4000 0 N/A N/A 2023 GARY PAUL PIANTANIDA SCHOLARSHIP RECIPIENT 1 12000 0 N/A N/A PEARSON, OWEN ID#XXX-XX-XXXX 1 20000 0 N/A N/A KNIGHT, ALEXANDER ID#XXX-XX-XXXX 1 20000 0 N/A N/A 2023 YINGHSIA SHIH LI MEMORIAL SCHOLARSHIP RECIPIENT 1 10000 0 N/A N/A FRYER, CHARLES 1 2000 0 N/A N/A MURILLO CHAVEZ, JAMIE ID#XXX-XX-XXXX 1 5000 0 N/A N/A BLAU, KYRAN ID#XXX-XX-XXXX 1 4000 0 N/A N/A BROOKS, ELY 1 1500 0 N/A N/A RAFIAN, KIAN ID#3038921627 1 20000 0 N/A N/A PEREZ-PEDRAZA, ISRAEL ID#XXX-XX-XXXX 1 10000 0 N/A N/A OLIVO, GABRIEL #XXX-XX-XXXX 1 1500 0 N/A N/A WAGONER, ALEXIS ID#8001684138 1 5000 0 N/A N/A HOCKER, GRACIE ID#03178279 1 5000 0 N/A N/A STROUD, KYLIE ID#XXX-XX-XXXX 1 5000 0 N/A N/A 2023 ROTARY CLUB OF PASO ROBLES COLLIN BLACK SCHOLARSHIP RECIPIENT 1 5000 0 N/A N/A MATER, BREYDEN ID#A0W6H72 1 5000 0 N/A N/A THOMPSON, KARLEY 1 1000 0 N/A N/A RODRIQUEZ, SARAH ID#10966723 1 1500 0 N/A N/A 2023 YOUTH LEGACY FUND SCHOLARSHIP RECIPIENT 1 20000 0 N/A N/A CAMACHO, DAMIAN ID#XXX-XX-XXXX 1 5000 0 N/A N/A 2023 JULIAN CROCKER COMMUNITY SCHOLARSHIP RECIPIENT 1 5000 0 N/A N/A CHOI, JUSTIN ID#3039084947 1 5000 0 N/A N/A HAGGMARK, JUSTIN 1 3000 0 N/A N/A 2023 SPIRIT OF THE CLASS OF '49 1 500 0 N/A N/A MCNABB, KYLEE ID#A17748955 1 1000 0 N/A N/A 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT 1 1000 0 N/A N/A 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT 1 1500 0 N/A N/A 2023 BRIAN WATERBURY MEMORIAL SCHOLARSHIP RECIPIENT 1 10000 0 N/A N/A WAGNER, KACI ID#19255139 1 1000 0 N/A N/A GROSHART, COOPER #184040 1 1000 0 N/A N/A 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT 1 1000 0 N/A N/A 2023 DON FLOYD MEMORIAL SCHOLARSHIP RECIPIENT 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 205825 0 5613 0 0 0 6343 0 0 0 217781 0 0 0 X 31 380691 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 738,859. 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 738859 FMV