Harold J Miossi Charitable Trust
- Assets
- $7.8m
- Revenue
- $1.1m
- Investments
- $6.8m
- Employees
- 0
- Location
- San Luis Obispo, CA
- Founding
- 09/2010
- Data as of
- 12/2023
- EIN
- 26-4703396
Organization Overview
Harold J Miossi Charitable Trust is located in San Luis Obispo, CA. The organization was established in 2010. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harold J Miossi Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Harold J Miossi Charitable Trust generated $1.1m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $1.4m during the year ending 12/2023. While expenses have increased by 5.7% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Harold J Miossi Charitable Trust has awarded 169 individual grants totaling $11,835,773. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $154 |
| Dividends & Interest | $185,287 |
| Net Rental Income | $76,873 |
| Net Gain on Sale of Assets | $858,049 |
| Capital Gain Net Income | $858,049 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $223 |
| Total Revenue | $1,125,902 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $80,400 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,615 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $282 |
| Printing and publications | $0 |
| Other expenses | $38,612 |
| Total operating and administrative expenses | $204,846 |
| Contributions, gifts, grants paid | $1,233,471 |
| Total expenses and disbursements | $1,438,317 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $201,921 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $780,000 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,801,206 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $7,783,127 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Harold J Miossi Charitable Trust has awarded $1,233,471 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
CASA PURPOSE: SUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM. | $50,000 |
CARE 4 PAWS PURPOSE: MOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO. | $10,000 |
CENTRAL COAST FUNDS FOR CHILDREN PURPOSE: SUPPORT BASIC NEEDS FOR CHILDREN 0-18. | $10,000 |
CENTRAL COAST SALMON ENHANCEMENT PURPOSE: TROUT IN CLASSROOM SLOUSD | $198,752 |
CITY OF SAN LUIS OBISPO PURPOSE: BIOASSESSMENT OF SLO CREEK & STENNER CREEK. | $4,900 |
COMMUNITY COUNSELING CENTER OF SLO PURPOSE: THERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING. | $27,500 |