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Harold J Miossi Charitable Trust

SAN LUIS OBISPO, CA EIN: 26-4703396 Website

The Harold J. Miossi Charitable Trust is a private foundation established in California in 2010 and located in San Luis Obispo. It is a 501(c)(3) organization dedicated to enhancing the quality of life for residents of San Luis Obispo and the surrounding area through strategic philanthropic support across multiple community sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.6M

-15.7% YoY

Annual Giving

$1.8M

+43.5% YoY

Grant Count

20

-13.0% YoY

Avg Grant Size

$88K

+65.0% YoY

Under IRS private-foundation payout rules, Harold J Miossi Charitable Trust reported a distributable amount of $357K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Trust focuses its funding primarily on six key areas in support of San Luis Obispo residents:

Animal-Related Programs The Trust funds animal-related programs that focus primarily on the protection of animals and animal rights. The foundation has a particular interest in programs that promote the protection of and rights of dogs.

Education The Trust funds education programming for all ages, with a particular focus on programs that promote college readiness and access for residents of San Luis Obispo. Support also extends to agricultural and environmental education in the surrounding area.

Environment The Trust is committed to funding programs that work to protect the environment, with particular interest in programs focusing on environmental science, green technology, promoting open spaces, sustainable agriculture, and land preservation.

Catholic Church The Trust supports programs and improvements for staff and parishioners of Mission San Luis Obispo and other historic missions within San Luis Obispo County, including capital improvement requests.

Fine Arts The Trust funds public art projects for the enjoyment of the San Luis Obispo community and special projects by nonprofit art organizations.

Youth Development The Trust funds programs that focus on youth development, with a particular interest in programs that provide youth with opportunities they would not otherwise have access to and programs that provide youth with exposure to different ideas.

Grantmaking

In 2023, the Trust made 21 grants. Recent notable grants include:

Review Cycle

and procedures are available through the Trust's website at www.miossicharitabletrust.org. Applicants with questions are encouraged to contact Ms. Carla Tisdale Walker through the website's contact information.

How to Apply

**

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Geographic Focus

Where this funder awards grants

The Foundation makes grants focused upon the City and surrounding area of San Luis Obispo, California. Nonprofits in other geographic areas will be considered if their work supports residents of San Luis Obispo.

Grant Distribution by State

1states

States

Cities

Arroyo GrandeAvilaAvila BeachCambriaLos OsosMorro BayNipomoSan Luis ObispoSanta Barbara

Financial History

Multi-year comparison from IRS filings

As of December 31, 2023:

  • Total Assets: $7,783,127
  • Total Revenues: $1,125,902
  • Total Expenses: $1,438,317
  • Number of Employees: 1
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$714K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$6,563,838$7,783,127$8,095,542
Revenue$739,989$1,125,902$583,120
Expenses$1,959,278$1,438,317$2,595,973
Qualifying Distributions$1,833,655$1,296,365$2,436,391
Net Investment Income$614,366$983,950$423,538
Distributable Amount$356,649$360,812$461,271

Giving Over Time

Total grant dollars and number of grants per year

$0$592K$1M$2M$2M21 grants202019 grants202117 grants202223 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SLO REPERTORY THEATRE$503KSAN LUIS COASTAL EDUCATION$415KCENTRAL COAST SALMON ENH…$258KCIVIC BALLET OF SAN LUIS…$155KTHE MONDAY CLUB HOUSE$100KFOOD BANK COALITION OF SLO$100KSLO MUSEUM OF ARTS$55KCOMMUNITY COUNSELING CEN…$30KCASA$25KONE COOL EARTH$25K

Grant Size Distribution

100 grants across all recorded years

72<$50K9$50–100K11$100–250K4$250–500K2$500K–1M2$1–5M$5M+

Open Grants

1 open opportunity from Harold J Miossi Charitable Trust

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Slo Repertory Theatre ($503,000), San Luis Coastal Education ($415,000), Central Coast Salmon Enhancement ($258,442).

RecipientPurposeAmount
BIG BROTHERS BIG SISTERS SAN LUIS OBISPO, CASCHOOL BASED PROGRAMS AT PACHECO AND HAWTHORNE ELEMENTARY SCHOOLS$20,000
CARE 4 PAWS SANTA BARBARA, CAMOBILE COMMUNITY MEDICINE AND SPAY/NEUTER OUTREACH IN SLO.$12,000
CASA SAN LUIS OBISPO, CASUPPORT FOR COURT DEPENDENT CHILDREN. MARGINALIZED AMONG THE VULNERABLE PROGRAM.$25,000
CENTRAL COAST FUNDS FOR CHILDREN SAN LUIS OBISPO, CASUPPORT BASIC NEEDS FOR CHILDREN 0-18.$10,000
CENTRAL COAST SALMON ENHANCEMENT ARROYO GRANDE, CATROUT IN CLASSROOM SLOUSD$258,442
CIVIC BALLET OF SAN LUIS OBISPO SAN LUIS OBISPO, CASPRING BALLET WESTSIDE STORY$155,000
COMMUNITY COUNSELING CENTER OF SLO SAN LUIS OBISPO, CATHERAPY PROGRAMS TO SUPPORT PSYCHOLOGICAL HEALING AND EMOTIONAL WELL-BEING.$30,000
ECOLOGISTICS INC LOS OSOS, CAEVERYBODY READS$9,000
FRENCH MEDICAL CENTER FOUNDATION SAN LUIS OBISPO, CABIOASSESSMENT OF SLO CREEK & STENNER CREEK.DOG THERAPY.$15,412
SLO MASTER CHORALE SAN LUIS OBISPO, CASUPPORT OF ITS FREE LECTURE SERIES 23/24$2,500

Leadership & Key People

Leadership team and compensation from IRS filings

Howard Carroll serves as Trustee of the Harold J. Miossi Charitable Trust.

Ms. Carla Tisdale Walker is the primary contact for grant inquiries and clarifications.

Compensation Overview

From 2024 IRS filing

HOWARD CAROLLTRUSTEE$80K

From 2024 filing

NameTitleHoursCompensation
HOWARD CAROLLTRUSTEE20$80,400

Recent News & Activity

Recent developments and announcements

2025

In February 2025, the Harold J. Miossi Charitable Trust announced a $500,000 matching grant challenge to San Luis Obispo Repertory Theatre to support their new theater capital campaign. The challenge was remarkably successful, with the organization raising over $823,000 by the end of April 2025—exceeding the match by more than $323,000 in less than 60 days.

The Miossi Challenge | San Luis Obispo Repertory Theatre

The Trust has also provided significant support to other cultural institutions, including a $1.5 million grant to the Foundation for the Performing Arts Center.

Member News | Miossi Trust Awards A $500,000 Challenge Grant to SLO Rep

The Trust continues to support a diverse range of community initiatives, including programs serving court-dependent children, basic needs support for children ages 0-18, spay and neuter programs, and the Room to Roam campaign in San Luis Obispo County.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Harold J Miossi Charitable Trust fund?

The Trust focuses its funding primarily on six key areas in support of San Luis Obispo residents: **Animal-Related Programs** The Trust funds animal-related programs that focus primarily on the protection of animals and animal rights. The foundation has a particular interest in programs that promote the protection of and rights of dogs. **Education** The Trust funds education programming for all ages, with a particular focus on programs that promote college readiness and access for residents of…

How do I apply for a grant from Harold J Miossi Charitable Trust?

**Grant Activity** In 2023, the Trust made 21 grants. Recent notable grants include: • Central Coast Salmon Enhancement: $198,752 (Trout in Classroom program) • Point San Luis Lighthouse Keepers: $69,000 (Capital campaign for rehabilitation of cisterns) • Civic Ballet of San Luis Obispo: $55,000 (Spring Ballet Westside Story) **Recent Challenge Grants** The Trust has demonstrated a willingness to structure grants as matching challenges. In February 2025, the Trust offered a $500,000 matching gr…

Where does Harold J Miossi Charitable Trust make grants?

The Foundation makes grants focused upon the City and surrounding area of San Luis Obispo, California. Nonprofits in other geographic areas will be considered if their work supports residents of San Luis Obispo.

What size grants does Harold J Miossi Charitable Trust award?

In 2024, Harold J Miossi Charitable Trust awarded 20 grants totaling $1.8M — an average of about $88K per grant, based on its IRS Form 990 filings.

How much is Harold J Miossi Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold J Miossi Charitable Trust reported a distributable amount of $357K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold J Miossi Charitable Trust's EIN?

Harold J Miossi Charitable Trust's EIN (Employer Identification Number) is 26-4703396. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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