Nonprofit · EIN 26-4703396
HAROLD J MIOSSI CHARITABLE TRUST
Tax-exempt · SN LUIS OBISP, CA 93406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $872,822 | $2,842,259 | -$1,969,437 | $4,594,401 | $0 | $4,594,401 |
| December 31, 2024 | 990-PF | $739,989 | $1,959,278 | -$1,219,289 | $6,563,838 | $0 | $6,563,838 |
| December 31, 2023 | 990-PF | $1,125,902 | $1,438,317 | -$312,415 | $7,783,127 | $0 | $7,783,127 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $155,916
- Interest
- $15
- Net rental income
- $79,915
- Net gain from sales of assets
- $631,339
Expenses
- Grants and similar amounts paid
- $2,682,108
- Compensation of officers, directors and key employees
- $80,400
- Disbursements for charitable purposes
- $2,741,315
- Excise tax on investment income
- $10,729
Balance sheet and other
- Total assets, start of year
- $6,563,838
- Total assets, end of year
- $4,594,401
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,594,401
- Fair market value of assets
- $6,019,653
- Qualifying distributions
- $2,741,315
- Net investment income
- $872,822
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD CAROLL PO BOX 1025, SAN LUIS OBISPO, CA 93406 | TRUSTEE | 20 | $80,400 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD CAROLL PO BOX 1025, SAN LUIS OBISPO, CA 93406 | TRUSTEE | 20 | $80,400 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD CAROLL PO BOX 1025, SAN LUIS OBISPO, CA 93406 | TRUSTEE | 20 | $80,400 |
Address and contacts
- Address (IRS master file)
- PO BOX 1025, SN LUIS OBISP, CA 93406-1025
- In care of
- % SCOTT WALL HOWARD CARROLL
- Signed the 990-PF
- HOWARD CARROLL, TRUSTEE
- Phone
- (805) 541-0178
- Return prepared by
- LONGCRIER & ASSOCIATES CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4703396 or by the name HAROLD J MIOSSI CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-4703396
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,594,401
- Income (IRS master file)
- $4,811,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $872,822 | $2,842,259 | $4,594,401 | XML |
| 990-PF | December 2024 | $739,989 | $1,959,278 | $6,563,838 | IRS |
| 990-PF | December 2023 | $1,125,902 | $1,438,317 | $7,783,127 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4703396).
Questions about HAROLD J MIOSSI CHARITABLE TRUST
- What is the EIN of HAROLD J MIOSSI CHARITABLE TRUST?
- The employer identification number (EIN) of HAROLD J MIOSSI CHARITABLE TRUST is 26-4703396.
- Is HAROLD J MIOSSI CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to HAROLD J MIOSSI CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD J MIOSSI CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD J MIOSSI CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD J MIOSSI CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HAROLD J MIOSSI CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $80,400 (HOWARD CAROLL, TRUSTEE).
- How much revenue does HAROLD J MIOSSI CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $872,822, expenses of $2,842,259 and total assets of $4,594,401 at year end.
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All nonprofits in SN LUIS OBISP · California · Philanthropy, voluntarism and grantmaking foundations