Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
550 DANA STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN LUIS OBISPO, CA93401
D Employer identification number

77-0496500
E Telephone number

G Gross receipts $ 25,122,863
F Name and address of principal officer:
HEIDI MCPHERSON
550 DANA STREET
SAN LUIS OBISPO,CA93401
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CFSLOCO.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1998
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP - SEE SCHEDULE OTHE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FULFILLS ITS MISSION BY:-ENGAGING PRIVATE GIVING FOR PUBLIC GOOD;-BUILDING AND MAINTAINING PERMANENT ENDOWMENTS TO RESPOND TO CHANGING COMMUNITY NEEDS;-PROVIDING FLEXIBLE TAX-EXEMPT VEHICLES FOR DONORS WITH VARIED CHARITABLE INTERESTS AND ABILITIES TO GIVE;-SERVING AS A CATALYST AND RESOURCE TO EFFECTIVELY RESPOND TO COMMUNITY NEEDS THROUGH SCHOLARSHIPS; AND-STRENGTHENING THE NON-PROFIT SECTOR THROUGH GRANTS AND DEVELOPMENT ASSISTANCE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 13
6 Total number of volunteers (estimate if necessary) ............. 6 100
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,282,405 4,529,846
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,971,763 3,436,745
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 105,661 -472,036
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,359,829 7,494,555
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,002,381 2,205,326
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 583,910 679,546
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet176,973    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 525,204 623,267
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,111,495 3,508,139
19 Revenue less expenses. Subtract line 18 from line 12....... 248,334 3,986,416
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 54,171,545 65,002,390
21 Total liabilities (Part X, line 26)............. 3,979,324 4,477,884
22 Net assets or fund balances. Subtract line 21 from line 20..... 50,192,221 60,524,506
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO MAKE A DIFFERENCE THROUGH PHILANTHROPIC LEADERSHIP.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,890,592 including grants of $ 2,205,326 ) (Revenue $   )
THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY SERVES THE ENTIRE COUNTY OF SAN LUIS OBISPO, FUNDING A WIDE RANGE OF INITIATIVES, PROJECTS AND ORGANIZATIONS. THROUGH THE GENEROSITY OF OUR DONORS, PAST AND PRESENT, PHILANTHROPY IS PROMOTED THAT STRENGTHENS CIVIC LIFE ACROSS THE SAN LUIS OBISPO COUNTY REGION IN RESPONSE TO THE EVER CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. WE FOCUS OUR GRANTMAKING ON THE FOLLOWING CORE AREAS: ARTS & CULTURE, EDUCATION, HEALTH, HUMAN SERVICES, SCHOLARSHIPS, ENVIRONMENT AND COMMUNITY ENHANCEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet2,890,592
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
8
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletHEIDI MCPHERSON550 DANA STREET   SAN LUIS OBISPO,CA93401 (805) 543-2323
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) TOM SHERMAN......................................................................
PRESIDENT
 4.00
.................
  		X   X       0 0 0
(2) JEFF BUCKINGHAM......................................................................
VICE PRESIDENT
 4.00
.................
  		X   X       0 0 0
(3) JOAN PARKER......................................................................
TREASURER
 4.00
.................
  		X   X       0 0 0
(4) SANDY DUNN......................................................................
SECRETARY
 4.00
.................
  		X   X       0 0 0
(5) JIM BRABECK......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(6) GWEN ERSKINE......................................................................
PRESIDENT OF REF, DIRECTOR
 4.00
.................
1.00 		X           0 0 0
(7) GRENDA ERNST......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(8) SUZANNE FRITZ......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(9) BEN MCADAMS......................................................................
DIRECTOR
 4.00
.................
1.00 		X           0 0 0
(10) STEVE MCCARTY......................................................................
DIRECTOR
 4.00
.................
1.00 		X           0 0 0
(11) ANITA ROBINSON......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(12) LINDA SOMERS SMITH......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(13) BILL THOMA......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(14) KATH TOMPKINS......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(15) MARY VERDIN......................................................................
DIRECTOR
 4.00
.................
  		X           0 0 0
(16) HEIDI MCPHERSON......................................................................
CHIEF EXECUTIVE OFFICER
 50.00
.................
5.00 		    X       154,280 0 4,866
(17) PATRICIA HAMMOND......................................................................
DIRECTOR OF FINANCE
 40.00
.................
5.00 		    X       100,000 0 148
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 254,280 0 5,014
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 73,632
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 4,456,214
g Noncash contributions included in lines 1a - 1f:$ 1g 681,851
h Total. Add lines 1a-1f.......MediumBullet 4,529,846
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,708,174     1,708,174
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   19,319,509 7a
b Less: cost or other basis and sales expenses   17,590,938 7b
c Gain or (loss)   1,728,571 7c
d Net gain or (loss).........MediumBullet 1,728,571     1,728,571
8a Gross income from fundraising events (not including $ 73,632of contributions reported on line 1c). See Part IV, line 18 ....
8a 75,600
b Less: direct expenses ... 8b 37,370
c Net income or (loss) from fundraising events..MediumBullet 38,230   38,230
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a OTHER REVENUE 900099 84,856 84,856    
b CHANGE IN SPLIT INTEREST 900099 325 325    
c INCOME HELD FOR OTHERS 900099 -595,447 -595,447    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -510,266
12 Total revenue. See instructions.....MediumBullet 7,494,555 -510,266 0 3,474,975
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,001,156 2,001,156
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 204,170 204,170
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 254,280 88,998 114,426 50,856
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 314,448 110,057 141,501 62,890
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 14,516 5,081 6,532 2,903
9 Other employee benefits ....... 54,480 19,068 24,516 10,896
10 Payroll taxes ........... 41,822 14,638 18,820 8,364
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 14,468 4,702 5,064 4,702
c Accounting ........... 24,315   24,315  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 333,951 333,951    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 21,580   21,580  
12 Advertising and promotion .... 469 155 159 155
13 Office expenses ....... 19,954 6,585 6,784 6,585
14 Information technology ...... 49,891 16,464 16,963 16,464
15 Royalties ..        
16 Occupancy ........... 17,297 5,708 5,881 5,708
17 Travel ............ 10,692 3,528 3,636 3,528
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 57,238 18,888 19,461 18,889
23 Insurance ... 17,159 1,039 15,526 594
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a FUND OPERATION EXPENSE 104,531 104,531    
b MISCELLANEOUS 35,566 11,645 12,276 11,645
c PROGRAM EXPENSE 11,403 4,281   7,122
d MEMBERSHIP DUES AND SUB 9,218 3,042 3,134 3,042
e All other expenses -104,465 -67,095   -37,370
25 Total functional expenses. Add lines 1 through 24e 3,508,139 2,890,592 440,574 176,973
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 343,334 1 436,464
2 Savings and temporary cash investments ......... 2,834,088 2 3,446,537
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 350,483 4 455,574
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 8,536 9 7,975
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,001,191
b Less: accumulated depreciation 10b 473,098 1,579,270 10c 1,528,093
11 Investments—publicly traded securities . 20,231,535 11 22,136,813
12 Investments—other securities. See Part IV, line 11 ..... 26,989,764 12 34,522,396
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,834,535 15 2,468,538
16 Total assets. Add lines 1 through 15 (must equal line 33)... 54,171,545 16 65,002,390
Liabilities 17 Accounts payable and accrued expenses ..... 36,068 17 53,354
18 Grants payable ... 262,433 18 267,243
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 3,092,886 21 3,346,475
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 587,937 25 810,812
26 Total liabilities. Add lines 17 through 25.. 3,979,324 26 4,477,884
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 9,112,649 27 48,774,945
28 Net assets with donor restrictions ........... 41,079,572 28 11,749,561
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 50,192,221 32 60,524,506
33 Total liabilities and net assets/fund balances ........ 54,171,545 33 65,002,390
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
7,494,555
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,508,139
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,986,416
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
50,192,221
5
Net unrealized gains (losses) on investments ...............
5
6,108,017
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
237,852
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
60,524,506
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 5,650,351 2,978,383 4,156,087 2,160,017 4,523,066 19,467,904
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 5,650,351 2,978,383 4,156,087 2,160,017 4,523,066 19,467,904
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 19,467,904
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 5,650,351 2,978,383 4,156,087 2,160,017 4,523,066 19,467,904
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,200,724 1,220,522 1,332,618 1,391,065 1,708,174 6,853,103
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 26,321,007
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
73.960 %
15
15
78.320 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY 		Employer identification number
77-0496500
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY 		Employer identification number

77-0496500
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY 		Employer identification number

77-0496500
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 93  
2 Aggregate value of contributions to (during year) 5,859,214  
3 Aggregate value of grants from (during year) 993,329  
4 Aggregate value at end of year ........ 21,792,612  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 44,621,073 47,677,948 42,430,520 39,474,090 36,777,574
b Contributions ... 2,702,661 2,302,591 1,711,084 2,071,884 5,038,530
c Net investment earnings, gains, and losses 8,876,413 -2,418,686 6,153,620 2,786,355 -345,872
d Grants or scholarships ... -2,156,917 -2,940,780 -2,617,276 -1,901,809 -1,996,142
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 54,043,230 44,621,073 47,677,948 42,430,520 39,474,090
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet15.000 %
b
Permanent endowment SchDMd Bullet50.000 %
c
Term endowment SchDMd Bullet35.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   425,000 425,000
b Buildings ....   1,275,000 265,625 1,009,375
c Leasehold improvements        
d Equipment ....        
e Other .....   301,191 207,473 93,718
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,528,093
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) OPEN-ENDED MUTUAL FUNDS		 4,817,730 F

(B) CLOSE-ENDED MUTUAL FUNDS		 13,083,961 F

(C) FIXED INCOME		 14,268,553 F

(D) HEDGE FUNDS		 1,697,554 F

(E) CASH EQUIVALENTS		 654,598 F
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 34,522,396
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 810,812
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 13,907,663
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 6,108,017
b Donated services and use of facilities ......... 2b 25,406
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 279,685
e Add lines 2a through 2d ..................... 2e 6,413,108
3 Subtract line 2e from line 1.................. 3 7,494,555
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 7,494,555
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 3,241,528
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 25,406
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -292,017
e Add lines 2a through 2d.................... 2e -266,611
3 Subtract line 2e from line 1................... 3 3,508,139
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 3,508,139
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART IV, LINE 2B: THE ORGANIZATION HOLDS AMOUNTS ON BEHALF OF OTHERS AND UNAFFILIATED NON-PROFIT ORGANIZATIONS FOR THEIR DESIGNATED USE, WHICH FOR FINANCIAL STATEMENT PURPOSES IS ACCOUNTED FOR BY THE ORGANIZATION SUBJECT TO THE GUIDANCE PROVIDED BY THE FASB CODIFICATION TOPIC RELATED TO AGENCY TRANSACTIONS (FASB ASC 985-605-25, PARAGRAPHS 21 THROUGH 33).
PART V, LINE 4: INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO USE THE EARNINGS IN THE COMMUNITY FOR NON-PROFIT ORGANIZATIONS AND HELP INDIVIDUAL DONORS DIRECT THEIR CHARITABLE GIVING. THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY ENCOURAGES DONORS AND AGENCIES TO OPEN ENDOWMENT FUNDS FOR THE PURPOSE OF ENSURING FUTURE SUPPORT FOR THE NON-PROFIT AGENCIES WITHIN THE REGION. AT THIS TIME, THE AMOUNT OF EARNINGS DISTRIBUTED IS DETERMINED BY THE FOUNDATION'S SPENDING POLICY WHICH IS TO DISBURSE UP TO 4.00% PER ANNUM OF THE PRECEDING 12 QUARTER TRAILING AVERAGE INVESTED IN THE POOL PER FUND.
PART X, LINE 2: FROM AUDITED FINANCIAL STATEMENTS FOOTNOTE: THE FOUNDATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, MANAGEMENT OF THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES.
PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS TRANSFER RECORDED FROM SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT INVESTMENT MANAGEMENT FEES
PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED BY SUPPORTING ORG INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS DIRECT EXPENSES FROM FUNDRAISING EVENT INVESTMENT MANAGEMENT FEES
Schedule D (Form 990) 2019


Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

WOMEN'S LEGACY LUNCHEON
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
149,232
 
 
149,232

2
Less: Contributions . . . .
73,632
 
 
73,632
3 Gross income (line 1 minus
line 2) . . . . . .
75,600
 
 
75,600



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . . 16,272     16,272
8 Entertainment . . . . 8,404     8,404
9 Other direct expenses . . . 12,694     12,694
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 37,370
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 38,230
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities: CA
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number
77-0496500
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) STAND STRONG
PO BOX 125
SAN LUIS OBISPO,CA93406 		95-3370729 501(C)(3) 100,000 0 N/A N/A TO SUPPORT YOUTH COUNSELING PROGRAM PER EXHIBIT A OF GRANT AGREEMENT
(2) RESTORATIVE PARTNERS INC
3220 S HIGUERA STREET SUITE103A
SAN LUIS OBISPO,CA93401 		  50,000 0 N/A N/A TO SUPPORT LYONHEART PLACE IN SLO, CA
(3) THE MONDAY CLUBHOUSE CONSERVANCY
PO BOX 167
SAN LUIS OBISPO,CA93406 		  50,000 0 N/A N/A CAPITAL PROJECTS CAMPAIGN
(4) COURTNEY'S HOUSE
311 6TH STREET
TEMPLETON,CA93465 		46-1161039   50,000 0 N/A N/A FIG AT COURTNEY?S HOUSE
(5) SLO COUNTY OFFICE OF EDUCATION
3350 EDUCATION DRIVE
SAN LUIS OBISPO,CA93405 		GOVERNMENT 40,000 0 N/A N/A TO SUPPORT RAISING A READER
(6) JACK'S HELPING HAND
PO BOX 14718
SAN LUIS OBISPO,CA93406 		20-4731313 501(C)(3) 35,000 0 N/A N/A UNRESTRICTED
(7) TRANSITIONS-MENTAL HEALTH ASSOCIATION
PO BOX 15408
SAN LUIS OBISPO,CA93406 		95-3509040 501(C)(3) 30,000 0 N/A N/A YOUTH TREATMENT PROGRAM (YTP) & MENTAL HEALTH SERVICES
(8) SLOW MONEY SAN LUIS OBISPO
1288 11TH STREET
LOS OSOS,CA93402 		82-2069002   25,000 0 N/A N/A SUPPORT THE SOCIAL ENTERPRISE KITCHEN INCUBATOR PROJECT
(9) FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
1180 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		77-0210727 501(C)(3) 24,879 0 N/A N/A ANNUAL DISTRBUTION
(10) FRIENDS OF HEARST CASTLE
700 HEARST CASTLE ROAD
SAN SIMEON,CA93452 		77-0068533 501(C)(3) 20,000 0 N/A N/A UNRESTRICTED
(11) PEOPLES' SELF-HELP HOUSING
3533 EMPLEO STREET
SAN LUIS OBISPO,CA93401 		95-2750154 501(C)(3) 20,000 0 N/A N/A CELEBRE
(12) WOODS HUMANE SOCIETY
875 OKLAHOMA AVE
SAN LUIS OBISPO,CA93405 		95-2058587 501(C)(3) 20,000 0 N/A N/A CHALLENGE CAMPAIGN MATCH - CANINES ONLY
(13) LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY
PO BOX 12206
SAN LUIS OBISPO,CA93406 		77-0039294 501(C)(3) 20,000 0 N/A N/A ANNUAL DISTRBUTION PER DONOR.
(14) MORRO COAST AUDUBON SOCIETY
PO BOX 1507
MORRO BAY,CA93443 		23-7165021   20,000 0 N/A N/A ANNUAL DISTRBUTION PER DONOR.
(15) SLOW MONEY SAN LUIS OBISPO
1288 11TH STREET
LOS OSOS,CA93402 		82-2069002   20,000 0 N/A N/A AGENCY DISTRIBUTION
(16) TRANSITIONS-MENTAL HEALTH ASSOCIATION
PO BOX 15408
SAN LUIS OBISPO,CA93406 		95-3509040 501(C)(3) 20,000 0 N/A N/A IN SUPPORT OF MENTAL HELATH FIRST AID PROGRAM
(17) ACHIEVEMENT HOUSE INC
3003 CUESTA COLLEGE ROAD
SAN LUIS OBISPO,CA93405 		95-2078260 501(C)(3) 18,500 0 N/A N/A TO SUPPORT ACTIVITY CENTER AND VARIOUS PROGRAMS - SEE AWARD LETTER
(18) SLO NOOR FOUNDATION
1428 PHILLIPS LANE SUITE B-4
SAN LUIS OBISPO,CA93401 		27-1412176 501(C)(3) 18,000 0 N/A N/A TO SUPPORT PROGRAMS SERVING VINEYARD AND FARM WORKERS, AND THEIR FAMILIES
(19) OROVILLE HOPE CENTER
1950 KITRICK AVE SUITE A
OROVILLE,CA95966 		20-1594318   16,500 0 N/A N/A SUPPORT FOR CAMP FIRE
(20) SAN LUIS COASTAL UNIFIED SCHOOL DIST
1500 LIZZIE STREET
SAN LUIS OBISPO,CA93401 		GOVERNMENT 15,811 0 N/A N/A 2019 SPRING TEACH GRANTS
(21) WILLIE L BROWN JR CENTER ON POLITICS AND PUBLIC SERVICE
170 COLUMBUS AVE SUITE 240
SAN FRANCISCO,CA94133 		  15,209 0 N/A N/A TO SUPPORT THE PRODUCTION OF THE DOCUMENTARY OF HIS LIFE
(22) FRESH START
907 HATCHER LANE
COLUMBIA,TN38401 		47-5304890   15,000 0 N/A N/A COM ENHANCEMENT
(23) TOLOSA CHILDREN'S DENTAL CLINIC
717 WALNUT DRIVE
PASO ROBLES,CA93446 		77-0346861 501(C)(3) 15,000 0 N/A N/A HEALTHY SMILES (VIRTUAL DENTAL SCREENINGS - SHANDON ELEMENTARY SCHOOL)
(24) SAN LUIS OBISPO CHILD DEVELOPMENT CENTER
1720 BISHOP STREET
SAN LUIS OBISPO,CA93401 		23-7111804 501(C)(3) 15,000 0 N/A N/A THERAPEUTIC EARLY CHILDHOOD EDUCATION
(25) BOYS & GIRLS CLUB OF NORTH SLO COUNTY
901 N RAILROAD AVENUE
SANTA MARIA,CA93458 		77-0272094 501(C)(3) 15,000 0 N/A N/A TO SUPPORT THE SMART GIRLS PROGRAM
(26) MEADE CANINE RESCUE
PO BOX 252
CRESTON,CA934320252 		27-1940144 501(C)(3) 15,000 0 N/A N/A TO SUPPORT MEDICAL, SURGICAL, DENTAL, SPAY, AND NEUTERING EXPENSES.
(27) FAMILY CARE NETWORK INC
1255 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		77-0159090 501(C)(3) 15,000 0 N/A N/A TO SUPPORT THE MENTOR COMPONENT OF SAM PRGM
(28) SLOW MONEY SAN LUIS OBISPO
1288 11TH STREET
LOS OSOS,CA93402 		82-2069002   13,950 0 N/A N/A DISTRIBUTION
(29) CRAFT MEMORIAL UNITED METHODIST CHURCH
907 HATHCHER LANE
COLUMBIA,TN38401 		  13,000 0 N/A N/A TO SUPPORT CRAFT MEMORIAL AND DISTRIBUTED UNDER CRAFT'S DISCRETION, WITH DONOR RECOMMENDATION TO COVER PASTOR MCGOWAN EXPENSES AND PROGRAMS
(30) WASHBURN UNIVERSITY FOUNDATION
1729 SW MACVICAR AVENUE
TOPEKA,KS666043128 		43-6105561   10,500 0 N/A N/A DESIGNATED FOR THE POLITICAL SCIENCE DEPARTMENT
(31) BASIN STREET REGULARS-CENTRAL COAST HOT JAZZ SOCIETY
PO BOX 356
PISMO BEACH,CA93448 		95-3214113   10,000 0 N/A N/A SENIOR DANCES
(32) LOS OSOS COMMUNITY SERVICES DISTRICT
2122 9TH STREET SUITE 106
LOS OSOS,CA93412 		  10,000 0 N/A N/A DISTRIBUTION
(33) FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO
PO BOX 591
SAN LUIS OBISPO,CA93406 		RELIGIOUS 10,000 0 N/A N/A UNRESTRICTED SUPPORT
(34) CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY
1030 SOUTHWOOD DRIVE
SAN LUIS OBISPO,CA93401 		95-2410253 501(C)(3) 10,000 0 N/A N/A DADS WITH DAUGHTERS
(35) MONTEREY RIDGE EDUCATIONAL FOUNDATION
17117 4S RANCH PARKWAY
SAN DIEGO,CA921278853 		71-1015423   10,000 0 N/A N/A TO SUPPORT CLASSROOM OF JULES TRANDEM
(36) SLO NOOR FOUNDATION
1428 PHILLIPS LANE SUITE B-4
SAN LUIS OBISPO,CA93401 		27-1412176 501(C)(3) 10,000 0 N/A N/A UNRESTRICTED
(37) PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STREET
SANTA BARBARA,CA931011606 		95-2319356 501(C)(3) 10,000 0 N/A N/A UNRESTRICTED
(38) MISSION COLLEGE PREPARATORY SCHOOL
682 PALM STREET
SAN LUIS OBISPO,CA93401 		23-7067299 501(C)(3) 10,000 0 N/A N/A EDUCATION
(39) CASACOURT APPOINTED SPECIAL ADVOCATES OF SLO COUNTY
PO BOX 1168
SAN LUIS OBISPO,CA93406 		77-0316227 501(C)(3) 10,000 0 N/A N/A TO SUPPORT CHILD ADVOCATE SERVICES
(40) FRIENDSHIP ADULT DAY CARE CENTER
89 EUCALYPTUS LANE
SANTA BARBARA,CA93108 		95-3398938 501(C)(3) 10,000 0 N/A N/A LIFE ENRICHMENT ACTIVITY PROGRAM
(41) CASA SOLANA INC
383 S 13TH STREET
GROVER BEACH,CA93433 		95-3751698   10,000 0 N/A N/A TO SUPPORT THE SOBER LIVING PROGRAM
(42) FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
1180 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		77-0210727 501(C)(3) 10,000 0 N/A N/A TO SUPPORT THE CHILDREN'S & THE SENIOR'S FARMERS MARKETS
(43) FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO
PO BOX 591
SAN LUIS OBISPO,CA93406 		RELIGIOUS 10,000 0 N/A N/A UNRESTRICTED
(44) RISE
PO BOX 630
PASO ROBLES,CA93447 		77-0068977 501(C)(3) 10,000 0 N/A N/A YOUTH COUNSELING PROGRAM
(45) BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY
PO BOX 12644
SAN LUIS OBISPO,CA93406 		77-0348487 501(C)(3) 10,000 0 N/A N/A BUILDING RESILIENCE VIA YOUTH MENTORING
(46) PACIFIC WILDLIFE CARE
PO BOX 1134
MORRO BAY,CA934431134 		77-0196350 501(C)(3) 10,000 0 N/A N/A TO SUPPORT EDUCATION & OUTREACH; AND FOR UNRESTRICTED USE
(47) FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
1180 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		77-0210727 501(C)(3) 10,000 0 N/A N/A NUTRITION EDUCATION PROGRAM
(48) JACK'S HELPING HAND
PO BOX 14718
SAN LUIS OBISPO,CA93406 		20-4731313 501(C)(3) 10,000 0 N/A N/A UNRESTRICTED
(49) LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY
PO BOX 12206
SAN LUIS OBISPO,CA93406 		77-0039294 501(C)(3) 10,000 0 N/A N/A COM ENHANCEMENT
(50) COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY (CCC)
676 PISMO STREET
SAN LUIS OBISPO,CA93401 		95-2906369 501(C)(3) 10,000 0 N/A N/A TO SUPPORT MENTAL HEALTH COUNSELING SERVICES/ ANONYMOUS DONOR
(51) FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO
PO BOX 591
SAN LUIS OBISPO,CA93406 		RELIGIOUS 10,000 0 N/A N/A UNRESTRICTED
(52) FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO
PO BOX 591
SAN LUIS OBISPO,CA93406 		RELIGIOUS 10,000 0 N/A N/A UNRESTRICTED
(53) CENTRAL COAST AG NETWORK
PO BOX 3736
SAN LUIS OBISPO,CA93403 		20-3447329 501(C)(3) 10,000 0 N/A N/A TO SUPPORT THE CITY FARM - SLO
(54) ONE COOL EARTH
PO BOX 150
SAN DIEGO,CA93406 		34-1939404 501(C)(3) 10,000 0 N/A N/A EARTH GENIUS (GARDEN EDUCATOR)
(55) FIRST PRESBYTERIAN CHURCH OF SAN LUIS OBISPO
PO BOX 591
SAN LUIS OBISPO,CA93406 		RELIGIOUS 10,000 0 N/A N/A UNRESTRICTED
(56) BOYS & GIRLS CLUB OF NORTH SLO COUNTY
901 N RAILROAD AVENUE
SANTA MARIA,CA93458 		77-0272094 501(C)(3) 10,000 0 N/A N/A SMART GIRLS
(57) BOYS & GIRLS CLUB OF NORTH SLO COUNTY
901 N RAILROAD AVENUE
SANTA MARIA,CA93458 		77-0272094 501(C)(3) 10,000 0 N/A N/A SMART GIRLS
(58) OPERA SAN LUIS OBISPO (OPERASLO)
PO BOX 14760
SAN LUIS OBISPO,CA93406 		77-0086873 501(C)(3) 9,638 0 N/A N/A UNRESTRICTED
(59) SAN LUIS OBISPO SYMPHONY INC
75 HIGUERA ST SUITE 160
SAN LUIS OBISPO,CA93401 		95-2493144 501(C)(3) 9,076 0 N/A N/A OPERATIONS
(60) TRANSITIONS-MENTAL HEALTH ASSOCIATION
PO BOX 15408
SAN LUIS OBISPO,CA93406 		95-3509040 501(C)(3) 9,000 0 N/A N/A SLO HOTLINE
(61) SAN LUIS OBISPO LEGAL ASSISTANCE FOUNDATION
3437 EMPRESA DRIVE SUITE D
SAN LUIS OBISPO,CA93401 		77-0335048 501(C)(3) 8,600 0 N/A N/A SENIOR LEGAL SERVICES PROJECT
(62) SLO COUNTY OFFICE OF EDUCATION
3350 EDUCATION DRIVE
SAN LUIS OBISPO,CA93405 		GOVERNMENT 8,300 0 N/A N/A 2019 COLLEGE NIGHT PLANNINNG & FACILITATION
(63) THE MONDAY CLUBHOUSE CONSERVANCY
PO BOX 167
SAN LUIS OBISPO,CA93406 		  8,252 0 N/A N/A TO SUPPORT THE ANDREWS STREET DOORS REPLACEMENT
(64) ST LUKE UNITED METHODIST CHURCH
606 SANTA FE PIKE
COLUMBIA,TN38402 		RELIGIOUS 8,000 0 N/A N/A COM ENHANCEMENT
(65) WOODS HUMANE SOCIETY
875 OKLAHOMA AVE
SAN LUIS OBISPO,CA93405 		95-2058587 501(C)(3) 7,704 0 N/A N/A ANNUAL DISTRIBUTION IN SUPPORT OF SERVICES ASSOCIATED WITH CATS
(66) SAN LUIS OBISPO SYMPHONY INC
75 HIGUERA ST SUITE 160
SAN LUIS OBISPO,CA93401 		95-2493144 501(C)(3) 7,704 0 N/A N/A ANNUAL DISTRIBUTION FOR YOUTH SYMPHONY
(67) CUESTA COLLEGE FOUNDATION
PO BOX 8106
SAN LUIS OBISPO,CA934038106 		23-7225601 501(C)(3) 7,704 0 N/A N/A ANNUAL DISTRIBUTION IN SUPPORT OF A NURSING SCHOLARSHIP
(68) WILSHIRE HEALTH & COMMUNITY SERVICES INC
285 SOUTH STREET STE J
SAN LUIS OBISPO,CA93401 		95-2374185   7,704 0 N/A N/A ANNUAL DISTRIBUTION
(69) GROVER BEACH COMMUNITY LIBRARY
240 N 9TH STREET
GROVER BEACH,CA93433 		43-2024995 501(C)(3) 7,704 0 N/A N/A ANNUAL DISTRIBUTION
(70) CLARK CENTER ASSOCIATION
487 FAIR OAKS AVENUE
ARROYO GRANDE,CA93420 		77-0560115   7,704 0 N/A N/A ANNUAL DISTRIBUTION
(71) COMMUNITY FOUNDATION OF ESTERO BAY
PO BOX 131
MORRO BAY,CA93443 		77-0336404 501(C)(3) 7,500 0 N/A N/A UNRESTRICTED - DO NOT PUBLICIZE THIS AWARD (DONOR ANONYMOUS TO PUBLIC)
(72) FRIENDS OF 40PRADO
PO BOX 12444
SAN LUIS OBISPO,CA93406 		77-0540323 501(C)(3) 7,500 0 N/A N/A UNRESTRICTED
(73) GLOBAL GLIMPSE
2991 SHATTUCK AVE SUITE 304
BERKELEY,CA94705 		26-0651273 501(C)(3) 7,500 0 N/A N/A UNRESTRICTED
(74) SLO NOOR FOUNDATION
1428 PHILLIPS LANE SUITE B-4
SAN LUIS OBISPO,CA93401 		27-1412176 501(C)(3) 7,500 0 N/A N/A UNRESTRICTED, FROM ANONYMOUS FUND
(75) FRENCH HOSPITAL MEDICAL CENTER FOUNDATION
1911 JOHNSON AVENUE
SAN LUIS OBISPO,CA93401 		20-3256125 501(C)(3) 7,500 0 N/A N/A FRENCH HOSPITAL'S DOVE GIRL'S SELF-ESTEEM PROGRAM
(76) CUESTA COLLEGE FOUNDATION
PO BOX 8106
SAN LUIS OBISPO,CA934038106 		23-7225601 501(C)(3) 7,500 0 N/A N/A TO SUPPORT THE PURCHASE OF EQUIPMENT IN THE AUTOMOTIVE DEPARTMENT; ACCOUNT #211600
(77) CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY
1030 SOUTHWOOD DRIVE
SAN LUIS OBISPO,CA93401 		95-2410253 501(C)(3) 7,500 0 N/A N/A ADULT WELLNESS & PREVENTION SCREENING
(78) SANTA MARIA VALLEY SENIOR CITIZEN'S CLUB
729 E MCELHANY AVE
SANTA MARIA,CA93454 		77-0111371   7,425 0 N/A N/A SENIOR ENRICHMENT PROGRAMS
(79) CUESTA COLLEGE FOUNDATION
PO BOX 8106
SAN LUIS OBISPO,CA934038106 		23-7225601 501(C)(3) 6,900 0 N/A N/A 2019 COLLEGE PLANNING NIGHT
(80) SAN LUIS OBISPO REPERTORY THEATRE
PO BOX 122
SAN LUIS OBISPO,CA93406 		95-2556678 501(C)(3) 6,750 0 N/A N/A EMERGENCY SOUND SYSTEM PROJECT
(81) FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
1180 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		77-0210727 501(C)(3) 6,500 0 N/A N/A SENIORS FARMERS MARKET
(82) CENTRAL COAST MUSIC ACADEMY
PO BOX 15148
SAN LUIS OBISPO,CA93406 		46-0580082   6,000 0 N/A N/A 2019 CENTRAL COAST MUSIC ACADEMY SUMMER WORKSHOP
(83) COURTNEY'S HOUSE
311 6TH STREET
TEMPLETON,CA93465 		46-1161039   6,000 0 N/A N/A FIG AT COURTNEY'S HOUSE
(84) COMMUNITY COUNSELING CENTER OF SAN LUIS OBISPO COUNTY (CCC)
676 PISMO STREET
SAN LUIS OBISPO,CA93401 		95-2906369 501(C)(3) 6,000 0 N/A N/A UNRESTRICTED
(85) FIRST UNITED METHODIST CHURCH
222 WEST SEVENTH STREET
COLUMBIA,TN38401 		62-0559654   6,000 0 N/A N/A COM ENHANCEMENT
(86) FOUNDATION FOR THE PERFORMING ARTS CENTER
PO BOX 1137
SAN LUIS OBISPO,CA93406 		77-0129605 501(C)(3) 6,000 0 N/A N/A SCHOOL MATINEE PROGRAM
(87) ALLIANCE FOR PHARMACEUTICAL ACCESS INC
237 TOWN CENTER WEST SUITE 122
SANTA MARIA,CA93458 		20-3117940 501(C)(3) 6,000 0 N/A N/A PATIENT ADVOCACY FOR THE MEDICALLY VULNERABLE
(88) PASO ROBLES YOUTH ARTS FOUNDATION
PO BOX 4699
PASO ROBLES,CA93447 		77-0488880   6,000 0 N/A N/A PASO ROBLES YOUTH ARTS FOUNDATION'S FREE MUSIC PROGRAM
(89) ELINGS PARK FOUNDATION
1298 LAS POSITAS ROAD
SANTA BARBARA,CA93105 		95-3500475 501(C)(3) 6,000 0 N/A N/A COM ENHANCEMENT
(90) CAL POLY CORPORATION
1 GRAND AVENUE BLDG 15
SAN LUIS OBISPO,CA934070035 		95-1648180 501(C)(3) 6,000 0 N/A N/A POLY ARTS FOR YOUTH (PAFY)
(91) CAL POLY CORPORATION
1 GRAND AVENUE BLDG 15
SAN LUIS OBISPO,CA934070035 		95-1648180 501(C)(3) 5,500 0 N/A N/A TO SUPPORT CAL POLY ARTS
(92) ONE COOL EARTH
PO BOX 150
SAN LUIS OBISPO,CA93406 		34-1939404 501(C)(3) 5,000 0 N/A N/A CAPACITY BUILDING TO EXPAND SCHOOL GARDEN
(93) FRONT PORCH SLO
1468 E FOOTHILL BLVD
SAN LUIS OBISPO,CA93405 		  5,000 0 N/A N/A UNRESTRICTED
(94) PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STREET
SANTA BARBARA,CA931011606 		95-2319356 501(C)(3) 5,000 0 N/A N/A GENDER AFFIRMING CARE
(95) EL CAMINO HOMELESS ORGANIZATION
PO BOX 2077
ATASCADERO,CA93423 		77-0545434 501(C)(3) 5,000 0 N/A N/A SHELTER OPERATIONS
(96) SONSHINE FOLK SCHOOL FARM INC
8307 SOFTWIND DRIVE
MECHANICSVILLE,VA23111 		27-2888122 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED
(97) PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STREET
SANTA BARBARA,CA931011606 		95-2319356 501(C)(3) 5,000 0 N/A N/A RITA SOLINAS PATIENT ASSISTANCE FUND
(98) TRANSITIONAL FOOD AND SHELTER INC
7343 EL CAMINO REAL 346
ATASCADERO,CA93422 		77-0489535 501(C)(3) 5,000 0 N/A N/A MEDICALLY FRAGILE HOMELESS- FAMILY FOCUSED
(99) HONOR FLIGHT CENTRAL COAST CALIFORNIA
PO BOX 1750
PASO ROBLES,CA93447 		46-3872980   5,000 0 N/A N/A TOUR OF HONOR
(100) ASSISTANCE LEAGUE OF SAN LUIS OBISPO COUNTY
PO BOX 14260
SAN LUIS OBISPO,CA93406 		77-0337378 501(C)(3) 5,000 0 N/A N/A OPERATION SCHOOL BELL
(101) CANCER SUPPORT COMMUNITY CALIFORNIA CENTRAL COAST
1051 LAS TABLAS
TEMPLETON,CA93465 		26-4659006 501(C)(3) 5,000 0 N/A N/A CANCER SUPPORT FOR YOUTH - COUNSELING AND OUTREACH
(102) CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY
1030 SOUTHWOOD DRIVE
SAN LUIS OBISPO,CA93401 		95-2410253 501(C)(3) 5,000 0 N/A N/A ADULT WELLNESS & PREVENTION SCREENING
(103) SON CARE FOUNDATION
173 BUCKLEY ROAD
SAN LUIS OBISPO,CA93405 		75-2547239   5,000 0 N/A N/A UNRESTRICTED
(104) SAN LUIS OBISPO GIRLS SOFTBALL ASSOCIATION
1219 SAWLEAF STREET
SAN LUIS OBISPO,CA93401 		  5,000 0 N/A N/A YOUTH RECREATIONAL SOFTBALL
(105) CAL POLY CORPORATION
1 GRAND AVENUE BLDG 15
SAN LUIS OBISPO,CA934070035 		95-1648180 501(C)(3) 5,000 0 N/A N/A TO SUPPORT MEN'S BASKETBALL RECRUITING BUDGET
(106) FAMILY CARE NETWORK INC
1255 KENDALL ROAD
SAN LUIS OBISPO,CA93401 		77-0159090 501(C)(3) 5,000 0 N/A N/A TRANSITIONAL AGE YOUTH EMANCIPATION SUPPORT
(107) RISE
PO BOX 630
PASO ROBLES,CA93447 		77-0068977 501(C)(3) 5,000 0 N/A N/A SEXUAL ASSAULT AND INTIMATE PARTNER VIOLENCE CASE MANAGEMENT PROGRAM
(108) CUESTA COLLEGE FOUNDATION
PO BOX 8106
SAN LUIS OBISPO,CA934038106 		23-7225601 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED
(109) MAURY MAGIC RIDERS INC
PO BOX 560
COLUMBIA,TN38402 		62-1742129 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED GRANT
(110) 5 CITIES HOMELESS COALITION
PO BOX 558
GROVER BEACH,CA93483 		24-0413259 501(C)(3) 5,000 0 N/A N/A HOMELESS PREVENTION & CRISIS RESPONSE FUND
(111) CENTRAL COAST AG NETWORK
PO BOX 3736
SAN LUIS OBISPO,CA93403 		20-3447329 501(C)(3) 5,000 0 N/A N/A CITY FARM SCHOOL PROJECT YEAR 6
(112) SAN LUIS OBISPO SYMPHONY INC
75 HIGUERA ST SUITE 160
SAN LUIS OBISPO,CA93401 		95-2493144 501(C)(3) 5,000 0 N/A N/A MUSIC VAN
(113) FIVE CITIES YOUTH BASEBALL
PO BOX 2806
PISMO BEACH,CA93448 		26-3226999   5,000 0 N/A N/A 2019 SPRING SEASON
(114) TOLOSA CHILDREN'S DENTAL CLINIC
717 WALNUT DRIVE
PASO ROBLES,CA93446 		77-0346861 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED
(115) PATHPOINT
11491 LOS OSOS VALLEY RD
SAN LUIS OBISPO,CA93405 		95-2371668   5,000 0 N/A N/A COMMUNITY INTEGRATION SERVICES
(116) CAMP OCEAN PINES
1473 RANDALL DRIVE
CAMBRIA,CA93428 		95-1738144 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED
(117) TRANSITIONAL FOOD AND SHELTER INC
7343 EL CAMINO REAL 346
ATASCADERO,CA93422 		77-0489535 501(C)(3) 5,000 0 N/A N/A MEDICALLY FRAGILE HOMELESS
(118) SAN LUIS OBISPO MOTHERS FOR PEACE
PO BOX 3608
SAN LUIS OBISPO,CA934033608 		95-3080124 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED, IRS REGULATION APPROVED CHARITY USE ONLY
(119) CUESTA COLLEGE FOUNDATION
PO BOX 8106
SAN LUIS OBISPO,CA934038106 		23-7225601 501(C)(3) 5,000 0 N/A N/A COLLEGE FOR KIDS
(120) SAN LUIS OBISPO CLASSICAL ACADEMY
165 GRAND AVENUE
SAN LUIS OBISPO,CA93405 		20-3131883 501(C)(3) 5,000 0 N/A N/A MATCHING GRANT FOR THE HIGH SCHOOL REPAIR AND CONVERSION PROJECT
(121) CAPSLO COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY
1030 SOUTHWOOD DRIVE
SAN LUIS OBISPO,CA93401 		95-2410253 501(C)(3) 5,000 0 N/A N/A FAMILY AND COMMUNITY SUPPORT SERVICES
(122) EL CAMINO HOMELESS ORGANIZATION
PO BOX 2077
ATASCADERO,CA93423 		77-0545434 501(C)(3) 5,000 0 N/A N/A CLIENT ASSISTANCE PROGRAM
(123) ATASCADERO LOAVES AND FISHES
5411 EL CAMINO REAL
ATASCADERO,CA93422 		77-0082730 501(C)(3) 5,000 0 N/A N/A SUMMER SUPPLEMENTAL FOOD FOR SCHOOLCHILDREN
(124) RISE
PO BOX 630
PASO ROBLES,CA93447 		77-0068977 501(C)(3) 5,000 0 N/A N/A SEXUAL ASSAULT/ ABUSE AND INTIMATE PARTNER VIOLENCE COUNSELING PROGRAM
(125) PEOPLES' SELF-HELP HOUSING
3533 EMPLEO STREET
SAN LUIS OBISPO,CA93401 		95-2750154 501(C)(3) 5,000 0 N/A N/A SAN LUIS OBISPO COUNTY SUPPORTIVE HOUSING PROGRAM
(126) FOUNDATION FOR THE PERFORMING ARTS CENTER
PO BOX 1137
SAN LUIS OBISPO,CA93406 		77-0129605 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED
(127) CENTRAL COAST AG NETWORK
PO BOX 3736
SAN LUIS OBISPO,CA93403 		20-3447329 501(C)(3) 5,000 0 N/A N/A CAPACITY BUILDING PROJECT
(128) FRIENDS OF 40PRADO
PO BOX 12444
SAN LUIS OBISPO,CA93406 		77-0540323 501(C)(3) 5,000 0 N/A N/A TO SUPPORT 100 DINNERS PER NIGHT FOR 10 WEEKS
(129) BIG BROTHERS BIG SISTERS OF SAN LUIS OBISPO COUNTY
PO BOX 12644
SAN LUIS OBISPO,CA93406 		77-0348487 501(C)(3) 5,000 0 N/A N/A ONE-TO-ONE MENTORING FOR LGBTQI YOUTH
(130) CUESTA COLLEGE FOUNDATION
PO BOX 8106
SAN LUIS OBISPO,CA934038106 		23-7225601 501(C)(3) 5,000 0 N/A N/A UNRESTRICTED
(131) PEOPLES' SELF-HELP HOUSING
3533 EMPLEO STREET
SAN LUIS OBISPO,CA93401 		95-2750154 501(C)(3) 5,000 0 N/A N/A SAN LUIS OBISPO SUPPORTIVE HOUSING PROGRAM
(132) SLO CHILDREN'S MUSEUM
1010 NIPOMO STREET
SAN LUIS OBISPO,CA93401 		77-0261830 501(C)(3) 5,000 0 N/A N/A TO SUPPORT RAWLINGS MATCHING GIFT
(133) BOYS & GIRLS CLUB OF NORTH SLO COUNTY
901 N RAILROAD AVENUE
SANTA MARIA,CA93458 		77-0272094 501(C)(3) 5,000 0 N/A N/A DRAMA MATTERS & MEDIA MAKING
(134) FOUNDATION FOR THE PERFORMING ARTS CENTER
PO BOX 1137
SAN LUIS OBISPO,CA93406 		77-0129605 501(C)(3) 5,000 0 N/A N/A SCHOOL MATINEE PROGRAM
(135) SLO TIGERS ATHLETIC BOOSTERS
PO BOX 16025
SAN LUIS OBISPO,CA93406 		45-4897120   5,000 0 N/A N/A TO BENEFIT THE BOYS WATERPOLO AND THE GIRLS SWIMMING TEAMS
(136) TRANSITIONAL FOOD AND SHELTER INC
7343 EL CAMINO REAL 346
ATASCADERO,CA93422 		77-0489535 501(C)(3) 5,000 0 N/A N/A MEDICALLY FRAGILE HOMELESS
(137) THE MONDAY CLUBHOUSE CONSERVANCY
PO BOX 167
SAN LUIS OBISPO,CA93406 		  5,000 0 N/A N/A UNRESTRICTED
(138) PEOPLES' SELF-HELP HOUSING
3533 EMPLEO STREET
SAN LUIS OBISPO,CA93401 		95-2750154 501(C)(3) 5,000 0 N/A N/A RESIDENT ASSISTANCE FUND
(139) DUNES CENTER
1065 GUADALUPE STREET
GUADALUPE,CA93434 		77-0502739 501(C)(3) 5,000 0 N/A N/A OCEANOGRAPHY & ARCHAELOGY EDUCATION PROGRAMS
(140) FIVE CITIES DIVERSITY COALITION
347 RODEO DRIVE
ARROYO GRANDE,CA93420 		77-0539435   5,000 0 N/A N/A 2019 COMMUNITY DIVERSITY EDUCATION AND TRAINING PROGRAM
(141) STANFORD UNIVERSITY DEPARTMENT SERVICES
PO BOX 20460
STANFORD,CA943090466 		94-1156365   5,000 0 N/A N/A TO SUPPORT THE CANCER DISCOVERY FUND AND THE RESEARCH OF DR. SAFWAN JARADEN
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
103
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
43
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) ALBA-PIEDRA, JACQUELINE SID: K00944911 2 1,000 0 N/A N/A
(2) ALCORTA, ISAIAH SID: 00702237 1 1,000 0 N/A N/A
(3) ALLTUCKER, HANNAH N., 2019 LAUREN TIPTON SLAUGHTER SCHOLARSHIP 1 1,000 0 N/A N/A
(4) ALVARADO, MARIA F., 2018 GARY GROSSMAN SCHOLARSHIP 1 -2,000 0 N/A N/A
(5) ARIAS, ADRIANA 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP 1 1,000 0 N/A N/A
(6) AVRIT, OWEN 2019 JUSTIN MCCUTCHEON MEMORIAL SCHOLARSHIP 1 1,000 0 N/A N/A
(7) BAIS, TIARA., 2019 THE GARRIS FAMILY SCHOLARSHIP 1 8,000 0 N/A N/A
(8) BEDROSIAN, TAYLOR R. 2016 ELKAN T. HART SCHOLARSHIP 1 -7,500 0 N/A N/A
(9) BIDLEMAN, SCOUT 2018 GARY PAUL PIANTANIDA SCHOLARSHIP 1 -12,000 0 N/A N/A
(10) BUDD, CURT 2019 AIACCC ARCHITECTURAL EDUCATION AWARD 1 1,500 0 N/A N/A
(11) CLARK, PATRICIA 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(12) DEANDA, JOSHUA SID: 0872714 1 500 0 N/A N/A
(13) DELFIN, ISAAC R., 2018 SCHOLARSHIP AND MENTOR SCHOLARSHIP 1 -500 0 N/A N/A
(14) DELINE, ANGELA 2018 DAVID B. GIANAS SCHOLARSHIP 1 -750 0 N/A N/A
(15) DIODATI, JOHN K., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(16) DREW, ALYSSA K. 2019 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP 1 2,000 0 N/A N/A
(17) DUMONT, KARLEY R., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(18) DYKSTRA, STEVEN G., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(19) EDI, STEPHEN A. 2016 HELEN AND RONALD DUNIN MEMORIAL SCHOLARSHIP 1 -2,500 0 N/A N/A
(20) EMMONS, SADHANA G. 2019 KIWANIS CLUB OF SAN LUIS OBISPO SCHOLARSHIP 1 2,500 0 N/A N/A
(21) ENGSTROM, COLE J. 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP 1 1,000 0 N/A N/A
(22) ESTRADA, ADRIAN 2019 DON FLOYD MEMORIAL SCHOLARSHIP 1 1,500 0 N/A N/A
(23) GARCIA ALVARADO, MARIA A., 2018 SCHOLARSHIP AND MENTOR SCHOLARSHIP 1 -1,000 0 N/A N/A
(24) GARCIA, CASSANDRA SID: 0381426 1 500 0 N/A N/A
(25) GARDNER, ZANDER SID: 00707009 2 1,000 0 N/A N/A
(26) GATES, EMILY F., YEAGER SCIENCE SCHOLARSHIP FUND 1 23,000 0 N/A N/A
(27) GERMAN SCHOOL SCHOLARSHIP, LUCAS VON BISCHOPINCK 1 3,920 0 N/A N/A
(28) GIOMBI, NATALIE 2019 DON FLOYD MEMORIAL SCHOLARSHIP 1 1,500 0 N/A N/A
(29) GOMEZ, DANIELA 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP 1 12,000 0 N/A N/A
(30) GONZALEZ, COLBY D. 2019 MARTIN RESORTS SCHOLARSHIP FUND 1 1,500 0 N/A N/A
(31) GUILLEN, JACQUELINE SID:XXX-XX-XXXX 1 500 0 N/A N/A
(32) HARTMAN, JEREMIAH J., 2019 ALAN D. STEPHENSON SCHOLARSHIP 1 10,000 0 N/A N/A
(33) HEIDLER, KIRAN P., SPIRIT OF THE CLASS OF '49 AWARD 1 500 0 N/A N/A
(34) HILL, SYDNEY 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP 1 1,000 0 N/A N/A
(35) HOLLAND, MADRID A., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(36) HOPKINS, KATHRYN R., 2019 MAUREEN "MO" CLANCY MEMORIAL SCHOLARSHIP 1 2,000 0 N/A N/A
(37) IOPPONI, MOLLY 2017 DAVID B. GIANAS MEMORIAL SCHOLARSHIP 1 -250 0 N/A N/A
(38) JOLLER, TAYLOR S., BURT W. AND VIRGINIA POLIN "ELKS" SCHOLARSHIP 1 2,000 0 N/A N/A
(39) JUAN VENEGAS STUDENT ID# 0878475 1 -500 0 N/A N/A
(40) KAISER, JACK W., 2019 BRIAN WATERBURY MEMORIAL SCHOLARSHIP 1 2,000 0 N/A N/A
(41) KRULL, ELLIE M. 2019 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP 1 2,000 0 N/A N/A
(42) LAWSON, KARIS J., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(43) LINSTROM, ZOE H., 2019 GARY GROSSMAN SCHOLARSHIP 1 3,000 0 N/A N/A
(44) LIVENGOOD, CLAIRE A., 2019 GARY PAUL PIANTANIDA SCHOLARSHIP 1 12,000 0 N/A N/A
(45) LORZ, WALTER E. 2019 ALEX MADONNA MEMORIAL AWARD 1 2,000 0 N/A N/A
(46) LUCERO, AMANDO R. 2018 SCHOLARSHIP AND MENTOR SCHOLARSHIP 1 -2,000 0 N/A N/A
(47) MACAULAY, IAN M., SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP 1 2,000 0 N/A N/A
(48) MARLIN SANCHEZ, SID:SAMA72689 2 1,000 0 N/A N/A
(49) MCLELLAN, RAINE 2019 DON FLOYD MEMORIAL SCHOLARSHIP 1 1,500 0 N/A N/A
(50) MIDDLETON, JEFFREY 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP 1 500 0 N/A N/A
(51) MILDER, BROOKE E., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(52) MOORE, MELEAH S., SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP 1 2,500 0 N/A N/A
(53) NAVA RODRIGUEZ, XIMENA , SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP 1 2,500 0 N/A N/A
(54) OLDENBURG, ISABELLA B., 2019 KELLY A. MCADAMS SCHOLARSHIP 1 10,000 0 N/A N/A
(55) OLIVEROS SILVA, LINDA SID: 00365784 1 500 0 N/A N/A
(56) OLSON, CHRISTIAN M., 2019 DOROTHY ROSS MEMORIAL SCHOLARSHIP 1 2,000 0 N/A N/A
(57) PROUNH, SARAH N., 2019 SERA DAY CORYELL NURSING EDUCATION SCHOLARSHIP 1 2,000 0 N/A N/A
(58) RAMIREZ, ALBERTO 2019 VINEYARD AND FARM WORKER'S SCHOLARSHIP 1 4,000 0 N/A N/A
(59) RAVATT, GARRETT S., 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP 1 1,500 0 N/A N/A
(60) RIGHETTI, DALEN 2019 IAN PURDON MEMORIAL SCHOLARSHIP 1 1,000 0 N/A N/A
(61) ROBINETT, KENNEDY M., YEAGER SCIENCE SCHOLARSHIP FUND 1 23,000 0 N/A N/A
(62) RODRIGUEZ, JAIME A., 2019 HELEN & RONALD DUNIN "LEGACY" SCHOLARSHIP 1 12,000 0 N/A N/A
(63) RODRIGUEZ, JESUS A., 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP 1 1,000 0 N/A N/A
(64) ROMERO-GUTIERREZ, ARIADNA 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP 1 1,000 0 N/A N/A
(65) RUBIO, DIVINE J. 2019 DAVID B GIANAS MEMORIAL SCHOLARSHIP 1 1,500 0 N/A N/A
(66) SANCHEZ, MARLIN SID: SAMA72689 1 500 0 N/A N/A
(67) SANCHEZ, MARLIN SID: SAMA72689, JOHN AND MARY POWERS SCHOLARSHIP AWARD 1 500 0 N/A N/A
(68) SANDOVAL, EMILY SID: 0889028 1 500 0 N/A N/A
(69) SCHEIFFELE, GRANT D. 2019 COLLINS/SALISBURY TROOP 60 EAGLE SCOUT 1 2,500 0 N/A N/A
(70) SCHIMKE, TYLER C., 2019 DOUGLAS DEGROSS SCHOLARSHIP FOR AUTOMOTIVE STUDIES 1 2,000 0 N/A N/A
(71) SCHOLARSHIP FOR GUILLERMO LOPEZ JR. STUDENT ID 1 -1,000 0 N/A N/A
(72) SCLAFANI, JACQUELYN 2018 DAVID B. GIANAS SCHOLARSHIP 1 -500 0 N/A N/A
(73) SCRUGGS, STEVEN D., ELKAN T. HART SCHOLARSHIP AWARD 1 7,500 0 N/A N/A
(74) SHIRLEY, GRACE P. 2019 JENNIFER THOMA MEMORIAL BALLET SCHOLARSHIP 1 2,500 0 N/A N/A
(75) SOUDER, KYLEE R., SCHOLARSHIP AND MENTOR (SAM) FUND - SCHOLARSHIP 1 2,000 0 N/A N/A
(76) STUDENT ID #: 00675277 1 500 0 N/A N/A
(77) STUDENT ID #: XXX-XX-XXXX 1 500 0 N/A N/A
(78) STUDENT ID #: H20109404 1 500 0 N/A N/A
(79) STUDENT ID #: K00705263 1 500 0 N/A N/A
(80) STUDENT ID#:XXX-XX-XXXX 1 500 0 N/A N/A
(81) SVETICH, LILIAN A., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(82) TEODORO, WENDY M., 2019 DOROTHY GOOD AVID SCHOLARSHIP 1 1,000 0 N/A N/A
(83) TEODORO, WENDY M., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(84) TRAN, DYLAN N., 2019 DOROTHY GOOD AVID SCHOLARSHIP 1 1,000 0 N/A N/A
(85) VALENCIA, LYNEA A., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(86) VARGAS, BRENDA SID: H20114474 1 500 0 N/A N/A
(87) VENCES, BERENICE 2019 DOROTHY GOOD AVID SCHOLARSHIP 1 2,000 0 N/A N/A
(88) VERNON, KYLER 2019 KYLE HUBBARD & JEFF SILVA SCHOLARSHIP 1 1,000 0 N/A N/A
(89) WALKER, RYAN 2019 JOHN AND YVONNE HSU EDMISTEN SCHOLARSHIP IN HONOR OF ALLAN VOIGT M.D. 1 2,500 0 N/A N/A
(90) WIESNER, MARSHALL S., 2019 RICHARD J. WEYHRICH LEADERSHIP AWARD 1 2,750 0 N/A N/A
(91) YOUNG, KATHERINE 2019 DON FLOYD MEMORIAL SCHOLARSHIP 1 1,500 0 N/A N/A
(92) ZAMORA, EDWIN 2019 MARTIN RESORTS SCHOLARSHIP FUND 1 1,500 0 N/A N/A
(93) ZAVALA, JOSE SID: XXX-XX-XXXX 1 500 0 N/A N/A
(94) ZAVALA, LIZVET SID: 0897620 1 500 0 N/A N/A
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: IN GENERAL, FOUNDATION GRANTS ARE REQUIRED TO FILE, AT MINIMUM, A FINAL WRITTEN GRANT REPORT AT THE END OF THE GRANT TERM, WITH THE EXCEPTION OF GRANTS THAT ARE MADE FROM DONOR ADVISED FUNDS UPON OF THE RECOMMENDATION OF THE DONOR. FOR MULTI-YEAR GRANTS, INTERIM WRITTEN REPORTS ARE REQUIRED IN ADDITION TO THE FINAL REPORT. GRANT REPORT REQUIREMENTS INCLUDE BOTH A NARRATIVE STATUS REPORT AND FINANCIAL ACCOUNTING OF THE USE OF THE FUNDS. ALL FOUNDATION GRANTS ARE SUBJECT TO AN INTERIM SITE VISIT, USUALLY HALF-WAY THROUGH THE GRANT TERM, BY FOUNDATION PROGRAM STAFF. THESE SITE VISITS ARE RECORDED IN THE GRANT FILE.
Schedule I (Form 990) 2019



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1HEIDI MCPHERSON
CHIEF EXECUTIVE OFFICER 		(i)

(ii)		 154,280
-------------
0 		0
-------------
0 		0
-------------
0 		4,866
-------------
0 		0
-------------
0 		159,146
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 17 680,713 ACTIVE MARKET PRICE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( EVENT SUPPLIES ) X 3 1,138 FAIR VALUE
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THE FOUNDATION MAINTAINS BROKERAGE ACCOUNTS TO ENABLE DONORS TO TRANSFER STOCK. THE GIFTS OF STOCK ARE THEN SOLD AND THE PROCEEDS DEPOSITED INTO THE FOUNDATION'S ACCOUNTS.
Schedule M (Form 990) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS FOUNDATION'S DIRECTOR OF FINANCE & ADMINISTRATION, CHIEF EXECUTIVE OFFICER, AND BOARD OF DIRECTORS REVIEW TAX RETURN PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY. EACH EMPLOYEE, BOARD MEMBER, GRANT/SCHOLARSHIP REVIEWER, AND ALL COMMITTEE MEMBERS COMPLETES AND SIGNS A WRITTEN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES THE FULL BOARD PERIODICALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE CHIEF EXECUTIVE OFFICER AND ALSO REVIEWS SALARY AND AGREES ON ANY SALARY ADJUSTMENTS.
FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE. A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, ON GUIDESTAR.ORG AND UPON REQUEST.
FORM 990, PART XI, LINE 9: DISTRIBUTION TO THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY FROM SUPPORTING ORGANIZATION 237,852.
FORM 990, PART XI, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE OVERSIGHT PROCESS BY THE AUDIT COMMITTEE DID NOT CHANGE THIS YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
THE COMMUNITY FOUNDATION SAN LUIS OBISPO
COUNTY
Employer identification number

77-0496500
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY
550 DANA STREET

SAN LUIS OBISPO,CA93401
80-0383894 		SUPPORTING ORGANIZATION - CONDUCTING ACTIVITIES FOR THE BENEFIT OF CFSLOCO CA 501(C) (3) PUBLIC CHARITY - TYP THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) REAL ESTATE FOUNDATION OF SAN LUIS OBISPO COUNTY

 C 237,852 FMV





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID:  
Software Version: