Private Foundation

HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE

HAROLD J MIOSSI CHARITABLE TRUST C/O HOWARD CARROLL TRUSTEE is a Private Foundation headquartered in SAN LUIS OBISPO, CA. Financial data from the 2024 filing: $740K revenue, $2.0M expenses, $6.6M total assets. IRS filings disclose 157 grants awarded by this foundation, totaling roughly $14.1M.

EIN: 264703396 SAN LUIS OBISPO, CA Latest filing: 2024
Total Revenue$740K
Total Expenses$2.0M
Total Assets$6.6M
Grants Given157
Grant Total$14.1M
Filing Years2020–2024

Sample Grants Given

SLO REPERTORY THEATRE
SAN LUIS OBISPO, CA · 2024
2ND CAPITAL CAMPAIGN CONTRIBUTION
$503,000
SAN LUIS COASTAL EDUCATION
SAN LUIS OBISPO, CA · 2024
BUILDOUT OF PHASE III IN SLO & MORRO BAY SCHOOLS
$415,000
CENTRAL COAST SALMON ENHANCEMENT
ARROYO GRANDE, CA · 2024
TROUT IN CLASSROOM SLOUSD
$258,442
CIVIC BALLET OF SAN LUIS OBISPO
SAN LUIS OBISPO, CA · 2024
SPRING BALLET WESTSIDE STORY
$155,000
THE MONDAY CLUB HOUSE
SAN LUIS OBISPO, CA · 2024
RELANDSCAPE AND REFRESH GROUNDS.
$100,000

Showing up to 5 of 157 total records — full history available with membership.

Officers & Directors

TRUSTEE Howard Caroll

Officer compensation and complete director data available with membership.

Top Grant Purposes

FUND AND PROMOTE ART GALLERY
$2,301,980 2 grants
STUDENT MATINEE PROGRAM 14-15
$1,525,000 2 grants
TROUT IN CLASSROOM SLOUSD
$1,421,568 6 grants
CONTRIBUTION TO CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF NEW SAN LUIS OBISPO.
$1,000,000 1 grant
DEVELOP TEN INNOVATION LABS
$1,000,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $740K $2.0M $6.6M
2023 $1.1M $1.4M $7.8M
2022 $583K $2.6M $8.1M
2021 $1.2M $964K $10.1M
2020 $1.2M $1.7M $9.9M

Between 2020 and 2024, reported annual revenue declined from $1.2M to $740K (-39%), with total assets most recently reported at $6.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

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