FundersCalifornia

Harold J Miossi Charitable Trust

San Luis Obispo, CA · EIN 26-4703396. Reported 79 grants totalling $6,142,686 to 43 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$20,000median grant
$6,142,686granted, 2021-2024
43organizations funded
57%of grantees funded again the next year
$7,601,892assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Harold J Miossi Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $20,000. Half of everything it gave fell between $10,000 and $55,000; the smallest was $2,250 and the largest $1,000,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
6 grants
$5,000 - $10,000
9 grants
$10,000 - $25,000
27 grants
$25,000 - $50,000
13 grants
$50,000 - $100,000
7 grants
$100,000 and Up
17 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Slo Repertory TheatreSan Luis Obispo, CA$1,503,000222024
Central Coast Salmon EnhancementArroyo Grande, CA$1,288,813442024
San Luis Coastal EducationSan Luis Obispo, CA$415,000112024
Nativity of Our Lady Catholic ChurchSan Luis Obispo, CA$390,000112023
Civic Ballet of San Luis ObispoSan Luis Obispo, CA$350,000332024
Slo County Agriculture Education CommitteeSan Luis Obispo, CA$258,000222022
The Monday Club HouseSan Luis Obispo, CA$197,755222024
Friends of Slo Botanical GardenSan Luis Obispo, CA$147,000112021
Slo Museum of ArtSan Luis Obispo, CA$138,200222022
CASASan Luis Obispo, CA$135,000442024
The Land Conservacy of Slo CountySan Luis Obispo, CA$127,900112023
The Bay Foundation of Morro BayMorro Bay, CA$126,378442024
Community Counseling Center of SloSan Luis Obispo, CA$125,000442024
San Luis Coastal Education FoundationSan Luis Obispo, CA$125,000112022
Food Bank Coalition of SloSan Luis Obispo, CA$100,000112024
Point San Luis Lighthouse KeepersAvila Beach, CA$69,000112023
One Cool EarthSan Luis Obispo, CA$66,000332024
Slo Museum of ArtsSan Luis Obispo, CA$55,000112024
The Monday Club House FoundationSan Luis Obispo, CA$50,000112021
French Medical Center FoundationSan Luis Obispo, CA$45,000332024
Big Brothers Big SiesterSan Luis Obispo, CA$40,000112021
Big Brothers Big SistersSan Luis Obispo, CA$40,000222024
Central Coast Funds for ChildrenSan Luis Obispo, CA$40,000442024
Ecologistics IncLos Osos, CA$35,000442024
Care 4 PawsSanta Barbara, CA$32,000332024
Slo SymphonySan Luis Obispo, CA$30,000332024
Greenspace - the Cambria Land and TrustCambria, CA$28,033112023
Hospice of San Luis ObispoSan Luis Obispo, CA$25,000222023
Slo Community FoundationSan Luis Obispo, CA$25,000112021
Lumina AllianceSan Luis Obispo, CA$20,000112023
Slo Childrens MuseumSan Luis Obispo, CA$19,735112023
Transitions Mental AssociationSan Luis Obispo, CA$15,000112021
City of San Luis ObispoSan Luis Obispo, CA$13,650222023
Greenspace CambriaCambria, CA$13,033112021
Slo Parks Open Space & TrailArroyo Grande, CA$11,939112021
Central Coast State Parks AssociationSan Luis Obispo, CA$10,000112023
Woods Humane SocietySan Luis Obispo, CA$7,500112021
Los Padres Council Boy Scouts of AmericaSanta Barbara, CA$5,000112022
Orchestra NovoMorro Bay, CA$5,000112024
Slo Master ChoraleSan Luis Obispo, CA$5,000222024
Slo Wind OrchestraArroyo Grande, CA$5,000112022
Novy's ArkSan Luis Obispo, CA$2,500112023
Central Coast AquariumAvila Beach, CA$2,250112024

19 of 43 (44%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 57%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 24 grants where we could identify the organization. These are assigned categories, not our guesses.

Environment
8 grants
Human Services
5 grants
Animal Welfare
5 grants
Arts & Culture
3 grants
Education
3 grants

Giving by year

Tax yearGrantsTotalMedian grant
202119$770,069$15,000
202217$2,369,234$22,500
202323$1,233,471$20,000
202420$1,769,912$22,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

San Luis Obispo, CA
$4.5M
Arroyo Grande, CA
$1.3M
Morro Bay, CA
$131K
Avila Beach, CA
$71K
Cambria, CA
$41K
Santa Barbara, CA
$37K
Los Osos, CA
$35K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

The Community Foundation San Luis Obispo10 shared recipientsDonor Advised Charitable Giving Inc9 shared recipientsFidelity Investments Charitable Gift Fund5 shared recipientsThe Niner Foundation Inc4 shared recipientsAmerican Endowment Foundation3 shared recipientsNational Philanthropic Trust3 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $20,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in California.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding environment in CaliforniaEvery funder in this group, rankedFoundations funding human services in CaliforniaEvery funder in this group, rankedFoundations funding animal welfare in CaliforniaEvery funder in this group, rankedFoundations funding arts & culture in CaliforniaEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from Harold J Miossi Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 1025, San Luis Obispo, CA, 93406. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 26-4703396 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

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