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· Private foundation

Harold J Miossi Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$2.7M
Granted FY2025still arriving
25
Grants FY2025still arriving
1
States reached
$1.6M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$4.5MArts & Culture$3.9MEnvironment$2.7MReligion$777kHealth$697kFood & Nutrition$443kRecreation & Sports$348kCrime & Legal$197kOther$0
02FY2025 · 25 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $16k
  • $10k–50k14 grants · $223k
  • $50k–250k5 grants · $533k
  • $250k+2 grants · $1.9M
$17,000
Median grant
1
States reached
$4.6M
Total assets
Largest grants
RecipientAmount
SLO MUSEUM OF ARTS$1,600,000
SLO BOTANICAL GARDEN$310,355
SAN LUIS COASTAL EDUCATION$137,200
CENTRAL COAST SALMON ENHANCEMENT$120,700
PACIFIC WILDLIFE CARE$100,000
THE LAND CONSERVANCY OF SLO$100,000
COMMUNITY COUNSELING CENTER OF SLO$75,000
THE BAY FOUNDATION OF MORRO BAY$31,453
FRENCH MEDICAL CENTER FOUNDATION$20,900
CASA$20,000
BIG BROTHERS BIG SISTERS$20,000
TRANSITIONS MENTAL ASSOCIATION$20,000
CENTRAL COAST STATE PARKS ASSOC$17,000
CENTRAL COAST FUNDS FOR CHILDREN$15,000
OLD MISSION SAN MIGUEL$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–23, $20k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%LUMINA ALLIANCE: $20k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

84%of every dollar goes to organizations it has funded before.
$14M · 40 repeat orgs$2.7M to everyone else

Grantees it renews have grown median revenue +129% since the first grant, against +30% for those funded once.

40 repeat relationships: 17 still active in FY2025, 23 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

40
30

Total granted

$14M
$2.1M

Median revenue growth · since first grant

+129%
+30%

Still filing today

40%
37%

New vs renewed · share of each year

In FY2025, 79% of grant dollars renewed an existing relationship; $560k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EnvironmentArts & CultureAnimalsEducationHuman ServicesCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CC
    CUESTA COLLEGE FOUNDATION
    3× · 2017–2019 · $2.6M · revenue +29% · 28% of their budget
  • CC
    CENTRAL COAST SALMON ENHANCEMENT INC
    7× · 2019–2025 · $1.5M · revenue +7% · 76% of their budget
  • TL
    THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY
    2× · 2017–2019 · $705k · revenue +201%

Funded once

  • SC
    SLO COASTAL EDUCATION FOUNDATION
    one grant, 2020 · $1.0M
  • FO
    FRIENDS OF SLO BOTANICAL GARDEN
    one grant, 2021 · $147k
  • TM
    THE MONDAY CLUBHOUSE CONSERVANCY
    one grant, 2019 · $135k · revenue +7% · 34% of their budget
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Save Oceanside Sand

Save Oceanside Sand is a group of local activists dedicated to restoring and preserving the beaches of Oceanside, California. Working with local, regional, state, and federal authorities, our mission is to protect this vital resource by…

Education
2
Save Cuesta Inlet Inc
Environment
3
Nature Collective

Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…

Environment
4
Pacific Coast Environmental Conservancy

Organization was able to support efforts for the protection and sustainability of the unique pacific coast environments

Environment
5
Monterey Bay Aquarium Research Institute
—
6
The Nature School

The nature school protects endangered aquatic species of california's central coast and restores riparian habitats. the nature school also provides education of science and environmental studies.

Environment
7
Point Lobos Foundation

To protect and nurture point lobos state natural reserve, to educate and inspire visitors to preserve its unique natural and cultural resources, and to strengthen the network of Carmel area state parks.

—
8
Coastwatch Wildlife Society
Science & Tech
9
California Wildlife Foundation

The foundation works with diverse groups representing many interests to acquire and restore critical wildlife habitat and protecting species

Animals
10
Cayucos Land Conservancy

The Cayucos Land Conservancy is committed to the enduring preservation of the rural greenbelt that surrounds Cayucos, California. Preserving this historic and stunning open space is the primary goal of the land conservancy, so that future…

Environment
11
California Institute of Environmental Studies

The institute is dedicated to scientific research, the results of which are used to promote public awareness and education in the areas of conservation biology and ecology,including the wise use of natural resources.

Animals
12
Channel Islands Restoration

Channel Islands Restoration protects rare and endangered plants and animals by restoring habitat in sensitive and unique natural areas on the California Channel Islands and adjacent mainland. We educate a variety of groups about the value…

Environment
How this is measured
The grantee most central to the portfolio’s shape is The Land Conservancy of San Luis Obispo County; the most unlike its peers is Novys Ark. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

28 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 28 of the 78 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

4
Load-bearing (≥25% of a budget)
15
Early backer (in before they grew)
28/28
Grantees still filing
26/28
Grew since first funded

Where the money sits, by cause and then by grantee

SLO MUSEUM OF ARTS: $1,655,000 · OtherSLO MUSEUM OF ARTSFOUNDATION FOR THE PERFORMING ARTS: $1,525,000 · OtherFOUNDATION FOR THE PERFORMING ARTSSLO REPERTORY THEATRE: $1,513,000 · OtherSLO REPERTORY THEATRESLO COASTAL EDUCATION FOUNDATION: $1,000,000 · OtherSLO COASTAL EDUCATION FOUNDATIONNATIVITY OF OUR LADY CATHOLIC CHURCH: $777,125 · OtherNATIVITY OF OUR LADY CATHOLIC CHURCHSAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION INC: $552,200 · OtherFRENCH MEDICAL FOUNDATION: $372,000 · Other+49 more: $3,589,306 · Other+49 moreCUESTA COLLEGE FOUNDATION: $2,636,926 · EducationCUESTA COLLEGE FOU…SAN LUIS COASTAL EDUCATION FOUNDATION: $125,000 · Education+1 more: $5,250 · EducationCENTRAL COAST SALMON ENHANCEMENT INC: $1,542,268 · AnimalsCENTRAL COA…Pacific Wildlife Care: $100,000 · AnimalsPacific Wil…+3 more: $89,698 · AnimalsTHE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY: $705,000 · EnvironmentOne Cool Earth: $123,000 · EnvironmentECOLOGISTICS INC: $50,000 · EnvironmentGREENSPACE - THE CAMBRIA LAND TRUST: $48,416 · Environment+2 more: $18,998 · EnvironmentTHE MONDAY CLUBHOUSE CONSERVANCY: $135,000 · Community ImprovementPOINT SAN LUIS LIGHTHOUSE KEEPERS: $83,768 · Arts & CultureCENTRAL COAST STATE PARKS ASSOCIATION: $27,000 · Arts & CultureOrchestra Novo Inc: $5,000 · Arts & CultureMOZART FESTIVAL ASSOCIATION: $5,000 · Arts & Culture+1 more: $4,000 · Arts & CultureCENTRAL COAST FUNDS FOR CHILDREN: $65,000 · Human ServicesLUMINA ALLIANCE: $20,000 · Human Services
Other$10,983,631Education$2,767,176Animals$1,731,966Environment$945,414Community Improvement$135,000Arts & Culture$124,768Human Services$85,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetCUESTA COLLEGE FOUNDATION: $2,636,926 over 3y, 28% of budgetCENTRAL COAST SALMON ENHANCEMENT INC: $1,542,268 over 7y, 76% of budgetTHE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY: $705,000 over 2y, 11% of budgetCIVIC BALLET OF SAN LUIS OBISPO INC: $350,000 over 3y, 58% of budgetBAY FOUNDATION OF MORRO BAY: $169,431 over 6y, 1.5% of budgetTHE MONDAY CLUBHOUSE CONSERVANCY: $135,000 over 1y, 34% of budgetSAN LUIS COASTAL EDUCATION FOUNDATION: $125,000 over 1y, 16% of budgetOne Cool Earth: $123,000 over 6y, 8.3% of budgetPOINT SAN LUIS LIGHTHOUSE KEEPERS: $83,768 over 4y, 18% of budgetCENTRAL COAST FUNDS FOR CHILDREN: $65,000 over 7y, 15% of budgetECOLOGISTICS INC: $50,000 over 6y, 3.0% of budgetGREENSPACE - THE CAMBRIA LAND TRUST: $48,416 over 3y, 10% of budgetCARE4Paws Inc: $44,000 over 4y, 0.7% of budgetWOODS HUMANE SOCIETY INC: $43,198 over 5y, 0.4% of budgetCENTRAL COAST STATE PARKS ASSOCIATION: $27,000 over 2y, 2.9% of budgetHOSPICE OF SAN LUIS OBISPO COUNTY: $25,000 over 2y, 3.4% of budgetLUMINA ALLIANCE: $20,000 over 1y, 0.4% of budgetCAMBRIA HISTORICAL SOCIETY: $10,000 over 1y, 3.5% of budgetLOS PADRES FORESTWATCH INC: $10,000 over 1y, 1.3% of budgetCENTRAL COAST AQUARIUM: $5,250 over 2y, 0.5% of budgetOrchestra Novo Inc: $5,000 over 1y, 3.7% of budgetLOS PADRES COUNCIL BOY SCOUTS OF AMERICA: $5,000 over 1y, 0.4% of budgetNOVYS ARK: $2,500 over 1y, 3.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds CUESTA COLLEGE FOUNDATION ↗
  • Who funds CENTRAL COAST SALMON ENHANCEMENT INC ↗
  • Who funds THE LAND CONSERVANCY OF SAN LUIS OBISPO COUNTY ↗
  • Who funds SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION INC ↗
  • Who funds CIVIC BALLET OF SAN LUIS OBISPO INC ↗
  • Who funds BAY FOUNDATION OF MORRO BAY ↗
  • Who funds THE MONDAY CLUBHOUSE CONSERVANCY ↗
  • Who funds SAN LUIS COASTAL EDUCATION FOUNDATION ↗
  • Who funds One Cool Earth ↗
  • Who funds Pacific Wildlife Care ↗
  • Who funds POINT SAN LUIS LIGHTHOUSE KEEPERS ↗
  • Who funds CENTRAL COAST FUNDS FOR CHILDREN ↗
  • Who funds ECOLOGISTICS INC ↗
  • Who funds GREENSPACE - THE CAMBRIA LAND TRUST ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Community Foundation San Luis ObispoCA46.9× affinity20 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Community Foundation San Luis Obispo · The Shanbrom Family Foundation · The Niner Foundation Inc · Schlinger Family Foundation · Santa Barbara Foundation · Jeff and Carla Cole Foundation Inc · The Henry Mayo Newhall Foundation · Hutton Foundation Dba Hutton Parker Foundation · National Fish and Wildlife Foundation · Marin Community Foundation · National Philanthropic Trust · The Bank of America Charitable Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Harold J Miossi Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Harold J Miossi Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    8report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 78 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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