Agenda packet — Arroyo Grande City Council, March 8, 2022 (part 4 of 4)

Schedule A (Form 990 or 990-EZ) 2020 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 lines 11b and 11c below, the governing body of a supported organization? 11a
b A family member of a person described in line 11a above? 11b c A 35% controlled entity of a person described in line 11a or 11b above? If 'Yes' to line 11a, 11b, or 11c, provide detail in Part VI. 11c Section B. Type I Supporting Organizations
Yes No
1 Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, 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 officers, directors, or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers 1 during the tax year. 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 d 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 ither (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 line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and i 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 The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b 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 line 2a, above, 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 lines 3a and 3b 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? If 'Yes' or 'No,' 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 BAA TEEA0405L 09/14/20 Schedule A (Form 990 or 990-EZ) 2020 UNITED WAY OF SLO COUNTY 95-3459538
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Page 588 of 636 ends

Page 589 of 636 ends

Page 590 of 636 ends

Schedule A (Form 990 or 990-EZ) 2020 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.) BAA TEEA0408L 09/14/20 Schedule A (Form 990 or 990-EZ) 2020 UNITED WAY OF SLO COUNTY 95-3459538
PART II, LINE 10 - OTHER INCOME
NATURE AND SOURCE 2020 2019 2018 2017 2016

UNREALIZED GAIN ON INVESTMENT
$ 15,078. $ -58. $ 2,487. $ 2,233. $ 6,528.

TOTAL $ 15,078. $ -58. $ 2,487. $ 2,233. $ 6,528.

Public Disclosure Copy

Page 591 of 636 ends

OMB No. 1545-0047 Schedule B
Schedule of Contributors
(Form 990, 990-EZ,
or 990-PF) G Attach to Form 990, Form 990-EZ, or Form 990-PF. 2020 Department of the Treasury
Internal Revenue Serv ce G Go to www.irs.gov/Form990 for the latest information.

Name of the organization Employer identification number Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
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 t l and a Special Rule. See instructions.

General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33-1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering 'N/A' in column (b) instead of the contributor name and address), II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year . G$ 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 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

BAA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2020) TEEA0701L 07/28/20

PUBLIC DISCLOSURE COPY
UNITED WAY OF SLO COUNTY 95-3459538
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Page 592 of 636 ends

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization Employer identification number
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total Type of contribution contributions
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total Type of contribution contributions
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total Type of contribution contributions
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total Type of contribution contributions
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total Type of contribution contributions
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
(a) (b) (c) (d)
No. Name, address, and ZIP + 4 Total Type of contribution contributions
Person
Payroll
$ Noncash
(Complete Part II for
noncash contributions.)
BAA TEEA0702L 07/28/20 Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 11 UNITED WAY OF SLO COUNTY 95-3459538
X 1
597,200.
2 94,043. X
X 3
39,889.

X 4
42,430. PublicDisclosure sc i D
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Copy94,043 y

Page 593 of 636 ends

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 3
Name of organization Employer identification number
Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (a) No. (b) (c) (d)
from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.)
$
(a) No. (b) (c) (d)
from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.)
$
(a) No. (b) (c) (d)
from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.)
$
(a) No. (b) (c) (d)
from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.)
$
(a) No. (b) (c) (d)
from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.)
$
(a) No. (b) (c) (d)
from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.)
$
BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
TEEA0703L 01/20/21
11 UNITED WAY OF SLO COUNTY 95-3459538
2 94,043. VARIOUS

EDUCATION MEDIA DONATION
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Page 594 of 636 ends

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 4
Name of organization Employer identification number
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 $1,000 or less for the year. (Enter this information once. See instructions.). . . . . . . . . . . . . G$ Use duplicate copies of Part III if additional space is needed. (a) (b) Purpose of gift (c) Use of gift (d) Description of how gift is held No. from Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) (b) Purpose of gift (c) Use of gift ) Description of how gift is held No. from Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) (b) Purpose of gift (c) Use of gift (d) Description of how gift is held No. from Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) (b) Purpose of gift (c) Use of gift (d) Description of how gift is held No. from Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
TEEA0704L 07/28/20
11 UNITED WAY OF SLO COUNTY 95-3459538
N/A
N/A
Public
sferee's n sfere
Disclosu Dis
ure
ansfer of gift fer of gift
Copy(d)

Page 595 of 636 ends

OMB No. 1545-0047 SCHEDULE D Supplemental Financial Statements (Form 990) Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. G Complete if the organization answered 'Yes' on Form 990, 2020 G Attach to Form 990.

Department of the Treasury Open to Public G Go to www.irs.gov/Form990 for instructions and the latest information. Internal Revenue Serv ce Inspection Name of the organization Employer identification number 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. . . . . . . . . . . . . . . . 2 Aggregate value of contributions to (during year). . . . . . . 3 Aggregate value of grants from (during year). . . . . . . . . . 4 Aggregate value at end of year . . . . . . . . . . . . . 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?. . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can e used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other pur e onferring impermissible private benefit?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 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).

Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space
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 Tax 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 af /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 G
4 Number of states where property subject to conservation easement is located G 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year G
7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year G$
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)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ (ii) Assets included in Form 990, Part X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G$ BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301L 08/18/20 Schedule D (Form 990) 2020 UNITED WAY OF SLO COUNTY 95-3459538
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Page 596 of 636 ends

Schedule D (Form 990) 2020 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 make significant use of its collection items (check all that apply):
ad Public exhibition Loan or exchange program
be Scholarly research Other
c Preservation for future generations
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?. . . . . . . . . . . . . . . . . . . . Yes No 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?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e f Ending balance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custo ia c t bility?. . . . . Yes No b If 'Yes,' explain the arrangement in Part XIII. Check here if the explanation has been provided o t 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. . . . . .
b Contributions. . . . . . . . . . . . . . . . . .
c Net investment earnings, gains,
and losses. . . . . . . . . . . . . . . . . . . . .
d Grants or scholarships . . . . . . . . .
e Other expenditures for facilities
and programs. . . . . . . . . . . . . . . . . .
f Administrative expenses. . . . . . . .
g End of year balance. . . . . . . . . . . .
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a Board designated or quasi-endowment G %
b Permanent endowment G %
c Term endowment G %
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) (ii) Related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(ii) b If 'Yes' on line 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 (b) Cost or other (c) Accumulated (d) Book value (investment) basis (other) depreciation
1a Land. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Buildings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Leasehold improvements. . . . . . . . . . . . . . . . . . . d Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.). . . . . . . . . . . . . . . . . . . . . G BAA Schedule D (Form 990) 2020
TEEA3302L 08/18/20
UNITED WAY OF SLO COUNTY 95-3459538
23,158. 20,397. 2,761.
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Page 597 of 636 ends

Schedule D (Form 990) 2020 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, column (B) line 12.). . . G 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 (1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, column (B) line 13.). . . G Part IX Other Assets.

Complete if the organization answered 'Y o rm 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, column (B) line 15.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
Total. (Column (b) must equal Form 990, Part X, column (B) line 25.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G

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 FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

BAA TEEA3303L 08/18/20 Schedule D (Form 990) 2020
68,632.
164,838.

UNITED WAY OF SLO COUNTY 95-3459538
N/A
N/A
UWA FLEX CR 5,233.

FUNDS DUE TO OTHERS 68,632.

PublicDisclosure
'Yes' on Fo 'Yes' on F
Description scription
Copyc. Se
uation: Co

Page 598 of 636 ends

Schedule D (Form 990) 2020 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 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b c Recoveries of prior year grants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIII.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 Subtract line 2e from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 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 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.). . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 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 2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c Other losses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 d Other (Describe in Part XIII.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d e Add lines 2a through 2d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 Subtract line 2e from line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 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 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.). . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Part XIII Supplemental Information.

Provide the descriptions required for Part II, lines 3, 5, a ; a I, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Pa , d and 4b. Also complete this part to provide any additional information.

BAA Schedule D (Form 990) 2020
TEEA3304L 08/18/20
UNITED WAY OF SLO COUNTY 95-3459538
N/A
N/A
Public Disclosureisc
r
2 . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . .
. . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . .
m 990, Part I 990 Par
and 9; Part II
rt XII, lines 2 rt XII, lines
Copya.
. . . . . . . . . . . .
b
2 c

Page 599 of 636 ends

SCHEDULE M OMB No. 1545-0047 Noncash Contributions (Form 990) G Complete if the organizations answered 'Yes' on Form 990, Part IV, lines 29 or 30. 2020 G Attach to Form 990. Open to Public Department of the Treasury G Go to www.irs.gov/Form990 for instructions and the latest information. Internal Revenue Serv ce Inspection Name of the organizat on Employer identification number Part I Types of Property
(a) (b) (c) (d) Check if Number of Noncash contribution Method of determining applicable contributions or amounts reported noncash contribution amounts items contributed on Form 990,
Part VIII, line 1g
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 . . . . . . . . . . . . . . . . . . . . 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 OtherG ( . . . .
26 OtherG (). . . .
27 OtherG (). . . .
28 OtherG (). . . .
29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part V, 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?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 a 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 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 a 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.

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2020 TEEA4601L 08/18/20
X
X
X
UNITED WAY OF SLO COUNTY 95-3459538
MEDIA DONATION X 1 94,043. PURCHASE COST Public. . .
. . . . . . . . . . .
. . . . . . . . . . . . .
).
by t
Disclosure clo s
eCopy

Page 600 of 636 ends

Schedule M (Form 990) 2020 Page 2
Part II Supplemental 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.

BAA TEEA4602L 08/18/20 Schedule M (Form 990) 2020
UNITED WAY OF SLO COUNTY 95-3459538
Public Disclosure Copy

Page 601 of 636 ends

OMB No. 1545-0047 SCHEDULE O Supplemental Information to Form 990 or 990-EZ (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. 2020 G Attach to Form 990 or 990-EZ.

Open to Public Department of the Treasury G Go to www.irs.gov/Form990 for the latest information.

Internal Revenue Service Inspection
Name of the organizat on Employer identification number BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901L 07/28/20 Schedule O (Form 990 or 990-EZ) (2020) UNITED WAY OF SLO COUNTY 95-3459538
FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS

BOOKKEEPER, EXECUTIVE DIRECTOR AND FINANCE COMMITTEE REVIEW TAX RETURN PRIOR TO FILING
FORM 990, PART VI, 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 WEBSITE AND UPON REQUEST.

FORM 990, PART X, LINE 27 -
UNRESTRICTED NET ASSETS: APPROPRIATED-EMERGENCY RESERVES $200,000 APPROPRIATED-COMMUNITY FOUNDATION 82,673
APPROPRIATED-IMAGINATION LIBRARY 28,740
UNAPPROPRIATED 67,738
--------
TOTAL UNRESTRICTED NET ASSETS $379,151
======== Public Disclosure FOUNDA

NATION LI TION L

AL UNREST AL UNRES
CopyEQUEST

ERVES RVES
TION

Page 602 of 636 ends

Page 603 of 636 ends

Page 604 of 636 ends

059
Date Accepted DO NOT MAIL THIS FORM TO THE FTB
TAXABLE YEAR California e-file Return Authorization for FORM 2020 Exempt Organizations 8453-EO
Exempt Organization name Identifying number
Part I Electronic Return Information (whole dollars only) 1 Total gross receipts (Form 199, line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Total gross income (Form 199, line 8). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Total expenses and disbursements (Form 199, line 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Part II Settle Your Account Electronically for Taxable Year 2020 4 Electronic funds withdrawal 4a Amount 4b Withdrawal date (mm/dd/yyyy) Part III Banking Information (Have you verified the exempt organization's banking information?) 5 Routing number
6 Account number Type of account: Checking Savings 7
Part IV Declaration of Officer
I authorize the exempt organization's account to be settled as designated in Part II. If I check Par uthorize an electronic funds withdrawal for the amount listed on line 4a.

Under penalties of perjury, I declare that I am an officer of the above exempt organization and that the information I provided to my electronic return originator (ERO), transmitter, or intermediate service provider and the amounts in Part I o agree with the amounts on the corresponding lines of the exempt organization's 2020 California electronic return. To the best of my knowledge and belief, the exempt organization's return is true, correct, and complete. If the exempt organization is filing a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of the exempt organiz ability, the exempt organization will remain liable for the fee liability and all applicable interest and penalties. I authorize the exe tion return and accompanying schedules and statements be transmitted to the FTB by the ERO, transmitter, or intermediate service provider. If the processing of the exempt organization's return or refund is delayed, I authorize the FTB to disclose to the ERO or e service provider the reason(s) for the delay.

Sign AA
Here S gnature of off cer Da e Title
Part V Declaration of Electronic Return Originator (ERO) and Paid Preparer. See instructions.

I declare that I have reviewed the above exempt organization's return and that the entries on form FTB 8453-EO are complete and correct to the best of my knowledge. (If I am only an intermediate service provider, I understand that I am not responsible for reviewing the exempt organization's return. I declare, however, that form FTB 8453-EO accurately reflects the data on the return.) I have obtained the organization officer's signature on form FTB 8453-EO before transmitting this return to the FTB; I have provided the organization officer with a copy of all forms and information that I will file with the FTB, and I have followed all other requirements described in FTB Pub. 1345, 2020 Handbook for Authorized e-file Providers. I will keep form F B 8453-EO on file for four years from the due date of the return or four years from the date the exempt organization return is filed, whichever is later, and I will make a copy available to the FTB upon request. If I am also the paid preparer, under penalties of perjury, I declare that I have examined the above exempt organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge.

Date Check if Check if ERO s PTIN
ERO s A also paid selfs gnature preparer employed
ERO Firm's FEIN Must Firm s name (or yours
if self-employed) A Sign and address ZIP code
Under penalties of perjury, I declare that I have examined the above organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge.

Date Pa d preparer's PTIN Paid
preparer s Check if
Paid s gnature A self-employed
Preparer Firm's FEIN
Must Firm s name
(or yours if self- A Sign employed) and ZIP code address For Privacy Notice, get FTB 1131 ENG/SP. FTB 8453-EO 2020 CAEA7001L 11/24/20
UNITED WAY OF SLO COUNTY 95-3459538
1,397,173.
1,397,173.
553,083.
11/01/2021 CHAIR
11/01/21 XX P00044412

CROSBY CO
1457 MARSH STREET SUITE 100 77-0137543
SAN LUIS OBISPO CA 93401
Publiced
rm FTB
re transmitt re transmit
e FTB, and I FTB, and I
rm FTB 8453 m FTB 8453
ever is later, a er is later, a
that I have e
y knowledge
iscloDa e
ginator (ER ginator (E
nization's ret nization's re
e service e servic
453
losure
the
alance d
ation's fee li on's fee
mpt organiza pt organiza
vice provider. e provide
intermediat ntermedia
/01/2021 01/202
opy
kin
t II, Box 4, I aut Box 4, I a
t the information the information
Part I above ag art I above
best of my k est of m
return
i

Page 605 of 636 ends

TAXABLE YEAR FORM California Exempt Organization 2020 Annual Information Return 199 Calendar Year 2020 or fiscal year beginning (mm/dd/yyyy) , and ending (mm/dd/yyyy) .

Corporat on/Organization name California corporation number Add tional information. See instruct ons. FE N
Street address (suite or room) PMB no.

City State Zip code
Foreign country name Foreign prov nce/state/county Foreign postal code I Did the organization have any changes to its guidelines A First return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No not reported to the FTB? See instructions. . . . . . . . . . . . . . @ Yes No B Amended return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No J If exempt under R&TC Section 23701d, has the C IRC Section 4947(a)(1) trust. . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No organization engaged in political activities? D Final information return? See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No @ Dissolved Surrendered (Withdrawn) Merged/Reorganized
Enter date: (mm/dd/yyyy) @
K Is the organization exempt under R&TC Section 23701g?. . . @ Yes No E Check accounting method: If "Yes," enter the gross receipts from 12 3 Cash Accrual Other nonmember sources . . . . . . . . . . . . . . . . . . . . . $ F Federal return filed? 990T 1 @@ @ 23 990-PF Sch H (990) L Is the organization a limited liability company?. . . . . . . . . . @ Yes No 4 Other 990 series M Did the organization file Form 100 or Form 109 to report G Is this a group filing? See instructions . . . . . . . . . . . . . . . . . . @ Yes No taxable income?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No N Is the organization under audit by the IRS or has the IRS H Is this organization in a group exemption . . . . . . . . . . . . . . . . . . Yes No audited in a prior year?. . . . . . . . . . . . . . . . . . . . . . . . . . . @ Yes No If "Yes," what is the parent's name? O Is federal Form 1023/1024 pending? . . . . . . . . . . . . . . . . . . . Yes No Date filed with IRS
Part I Complete Part I unless not required to file this form. See General Information B and C. 1 Gross sales or receipts from other sources. From Side 2, Part II, line 8. . . . . . . . . . . . . . . . . . . . . @ 1 2 Gross dues and assessments from members and affiliates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 2 Receipts 3 Gross contributions, gifts, grants, and similar amounts received. . . . . . . . . . . . . . . . . . . . @ 3 and Revenues 4 Total gross receipts for filing requirement test. Add line 1 through line 3.

This line must be completed. If the result is less than $50,000, see General Information B. . . @ 4 5 Cost of goods sold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 5 6 Cost or other basis, and sales expenses of assets sold. . . . . . . @ 6 7 Total costs. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 8 Total gross income. Subtract line 7 from line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 8 9 Total expenses and disbu sements. From Side 2, Part II, line 18. . . . . . . . . . . . . . . . . . . . . . . . . . . @ 9 Expenses 10 Excess of receipts over expenses and disbursements. Subtract line 9 from line 8. . . . . . . . . . . . @ 10 11 Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 11 12 Use tax. See General Information K. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . @ 12 13 Payments balance. If line 11 is more than line 12, subtract line 12 from line 11 . . . . . . . . . . . . . @ 13 14 Use tax balance. If line 12 is more than line 11, subtract line 11 from line 12. . . . . . . . . . . . . . . . @ 14 Filing Fee 15 Penalties and Interest. See General Information J. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Balance due. Add line 12 and line 15. Then subtract line 11 from the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > 16 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, Sign correct, and complete. Declarat on of preparer (other than taxpayer) is based on all nformat on of which preparer has any knowledge.

Here Title Date @ Telephone Signature
of officer G
Date PT N Check if @
Preparer sG selfPaid s gnature employed G
Preparer's @ Firm's FEIN
F rm s name Use Only (or yours, if
self-employed)
G and address @ Telephone
May the FTB discuss this return with the preparer shown above? See instructions. . . . . . . . . . . . . . . . . . . . @ Yes No CACA1112L 12/22/20 059 3651204 Form 199 2020 Page 1
7/01/2020 6/30/2021
UNITED WAY OF SLO COUNTY 0981891
95-3459538
PO BOX 14309
SAN LUIS OBISPO CA 93406-4309
X X
X
X
X
X
X
X
X X
X X
16,920.

SEE SCH. B 1,380,253.
1,397,173.
1,397,173.
553,083.
844,090.

0. CHAIR 805-541-1234
X ROBERT P. CROSBY, CPA 11/01/21 P00044412

CROSBY CO
1457 MARSH STREET SUITE 100 77-0137543
SAN LUIS OBISPO, CA 93401
805-543-6100
X
Public. . . .
es expenses es expense
d line 6 . .
ubtract line 7 tract line 7
d disburseme sburseme
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al
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Is federal Form 1 eral For
Date filed w
e General Info
m Side 2, Pa Side 2, Pa
and affiliates affiliate
milar amounts lar amounts
ent test. Add
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.

Copyder R&TC Sect &TC S
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Name of the organization Employer identification number Organization type (check one):

Filers of: Section:

Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both t l and a Special Rule. See instructions.

BAA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2020) TEEA0701L 07/28/20

CA PUBLIC DISCLOSURE COPY
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EDUCATION MEDIA DONATION
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United Way of San Luis Obispo County
2020-21 Agency Designation List
Access Support Network
Achievement House
ACLU
ACLU Foundation of Southern California
Action for Animal's Rights Atascadero
Acumen
Adopt A Platoon
African Wildlife Foundation
AFS-USA, Inc Attn: Jorge Castro
Agape International Missions
Agency Name1
Air Compassion for Canines
AISES Business Development Office
Alaska Whale Foundation
Alisa Ann Ruch Burn Foundation
ALPS
Alzheimers and Aging Research Center
Alzheimer's Association
Alzheimers Disease and Related Disorders
Alzheimer's Foundation of America
American Cancer Society Arroyo Grande
American Cancer Society California
American Cancer Society Central Los
American Cancer Society Divisions, Inc.

American Cancer Society Inc
American Cancer Society San Diego County
American Cancer Society SLO
American Civil Liberties Union
American Diabetes Association Inc
American Diabetes Association Los
American Friends Service Committee
American Heart Association Los Angeles
American Humane Association
American Lebanese Syrian Associated
American National Red Cross,
American Red Cross - Central California
American Red Cross San Luis Obispo
American Society for the Prevention of
Amnesty International of the USA
Amnesty International USA Inc
Arrowhead United Way
ASHOKA
Assistance League of San Luis Obispo
Association of Amputee Surfers
Atascadero Land Preservation Society
Atascadero Loaves and Fishes
Atascadero Youth Task Force
8 Public Los
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ciation ciatio
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Disclosure Copy

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United Way of San Luis Obispo County
2020-21 Agency Designation List
Autism Speaks
Awake, Aware, Alive
Be the Match Foundation
Bethany Services
Bible Believers Fellowship, Inc.

Big Brothers Big Sisters of SLO County
Big Brothers Big Sisters San Luis Obispo
Boy Scouts of America Los Padres
Boys and Girls Club North San Luis
Boys and Girls Club Santa Maria
Breast Cancer Research Foundation
BrightFocus Foundation
BUILD Formerly: Glow Foundation
CAHP Widows and Orphans Trust Fund
Cal Farley Boys Ranch
Cal Poly State University Foundation FBO: Bio Med Engr Hannah-Forbes Fund Cal Poly State University Foundation FBO: Cal Poly Society of Women Engineer Cal Poly State University Foundation FBO: Michael McDougall Scholars Cal Poly State University Foundation FBO: Paul Crawford Scholarsh und Calguns Foundation, The
California Breast Cancer Research
California Fire Foundation
California Highway Patrol 11-99
California Native Plant Society
California Rangeland Trust
California Transportation Foundation
California Trout, Inc.

California Wildlife Foundation FBO: California Oaks Fund CamFed
Camp Fire USA Central Coast Council
Canary Foundation
Cancer Cure of America: Care,
Cancer Research and Pr ention
Canine Companions for Independence
Captive Hearts
CARE
Care Packages Formally known as Coats For Christmas
CASA Solana, Inc.

CASA-Court Appointed Special Advocates
Catholic Charities CYO
Catholic Charities of Los Angeles
Catholic Charities of San Bernardino &
Catholic Charities of the Diocese of
Cayucos Land Conservancy
Central Asia Institute
Central Coast Literacy Council
Central Coast Rescue Mission
8 Public lifo
ouncil
Care,
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United Way of San Luis Obispo County
2020-21 Agency Designation List
Central Coast State Parks Association formerly known as Central Coast Natural Cerebral Palsy International Research
Challenger Center for Space Science
Cheetah Conservation Fund
Chengeta Wildlife
Child Development Resource Center
Child Foundation
Childhood Leukemia Research Assistance
Children's Charitable Alliance
Children's Charities of America
Children's Hospital and Research Center
CHP Explorer Post 580
Christopher Meadows Memorial EMS Ed Fund
Church of the Savior Soup Kitchen
CMC Employee Benefit Fund
Common Cause Education Fund
Community Action Partnership of San
Community Action Partnership of SLO Cty.

Community Care - United Way program
Community Counseling Center
Concerns of Police Survivors, Inc - COPS
Consumer Reports Donor Services
Cooperative for Assistance and Relief
Correctional Peace Officers Foundation
Council on American Islamic Relations
Court Appointed Special Advocates of
Court Appointed Special Advocates of San
Cousteau Society
Cuesta College Foundation
Cuesta College Foundation Margaret T pleton Nursing Scholarship F CureSearch for Children's Cancer
Dept of Social Services of SLO
Diabetic Youth Foundation
Dian Fossey Gorilla Fund International
Disabled American Veterans
Doctors Without Borders USA
Doctors Without Borders USA, Inc.

Domestic Violence Solutions for Santa
Donor Advised Funds
EarthShare California
Easterseals Tri-Counties, California
Edgerton Explorit Center
Education
El Camino Homeless Organization (ECHO)
Electronic Frontier Foundation
Emerge Global, Inc.

Emmaus House
8 blic
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Disclosure Copy

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United Way of San Luis Obispo County
2020-21 Agency Designation List
End Kids Cancer
Family Violence & Sexual Assault
Fannie & John Hertz Foundation
FareStart Development Office
Farm Animal Reform Movement
Feeding America
Feeding America Riverside San Bernardino
Feline Network of the Central Coast
Festival Mozaic
Filipino American Development Foundation
FINCA International, Inc.

Firearms Policy Foundation
First Book
Five Cities Meals on Wheels
Focus on the Family
Fonkoze USA
Food Bank Coalition of San Luis Obispo
Food Bank Coalition of SLO County
Food for People Inc
Foundation for SLO Cnty Public Libraries
Foundation for the Performing Arts Cntr
Francis House of Sacramento
Friends of Prado Day Center
Galapagos Conservancy
Gary Sinise Foundation
Gay & Lesbian Alliance of Central Coast Wayne McCaugham Community Ctr.

Girl Scouts California's Central Coast (Formerly r Condados) Girl Scouts of Central California South
Global Foundation for Children with AIDS
Global Impact
Good Samaritan Shelter, Inc.

Guide Dogs for the Blind
Habitat for Humanity Internatio al
Haiti Mama
HART
Health
Health and Medical Research Charities of
Heaven Can Wait Equine Sanctuary
Heifer International
Heifer Project International, Inc.

Homeless Childrens Network -
Horses on Death Row
Hospice of San Luis Obispo County
Hospice of SLO County
Hui Ho'olana
Humane Society of the United States
Immigrant Legal Resource Center
8 Public h AIDS
ternation terna
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United Way of San Luis Obispo County
2020-21 Agency Designation List
Income
Independent Living Resource Center, Inc.

Institute for Black Charities
Institute of American Indian Arts Fdn.

International Community Foundation FBO:Charles Darwin Found. Galapagos Fund International Elephant Foundation
Jack's Helping Hand
Jack's Helping Hand Inc
Jane Goodall Institute for Wildlife, the
JDRF International
Juvenile Diabetes Research Foundation
Kayla Peach Memorial Foundation
KCBX Public Radio
KickStart International Inc
Leadership SLO Training
Learning Ally Attn: Financial Department
Leukemia and Lymphoma Society Greater
Lewis & Clark Law School Development Office
Literacy for Life Organization
Loaves & Fishes of Paso Robles
Logos Broadcasting Corporation KLIFE
Long Term Care Ombudsman of San Luis
Los Angeles LGBT Center
Lupus Foundation of Northern California
Magical Creatures of Hamakua -
Make A Wish Foundation of America
Maxine Lewis Memorial Shelter
Meals on Wheels San Luis Obispo
Mexican American Legal Defense d
Michael J Fox Foundation for Parkinson's
Mission Without Borders
MIT Alumni Fund FBO IRD Fund
MIT Boston Cambridge Ministry/Communitas
Moloka'i Land Trust
Mothers Against Drunk Driving
Museum of Indian Arts & Culture FBO:Exhibitions Dev. Fund, c/o MNMF NAMI California
Nathan Adelson Hospice Inc
National Black Child Development
National Center for Missing and
National Multiple Sclerosis Society
National Public Radio, Inc.

National Society for Gifted and Talented
National Veterans Foundation
National Wildlife Federation
Natural Resources Defense Council - San
Nature and Culture International FBO: Andean Corridor
8 Public and
rkinson's inson's
D Fund
Ministry/ Minis
Disclosure Copy

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United Way of San Luis Obispo County
2020-21 Agency Designation List
Nature Conservancy
NCI Affiliates Inc
New Life K-9 Rescue
New Mexico Highlands University FBO Dean Ray Farmer Scholarship Fund North County Rape Crisis and Child
Northern Santa Barbara County United Way
Oceana, Inc.

Open Medicine Foundation
Opera San Luis Obispo
Operation Smile
Pacheco School PTA
Pacific Wildlife Care
Paso Robles Youth Arts Foundation
PATH
PAWS & CLAWS Fundraising
PCPA Foundation
Peoples' Self-Help Housing Corp.

Peoples' Self-Help Housing Corporation
Performing Animal Welfare Society
Pets in Need
Planned Parenthood Federation
Planned Parenthood Mar Monte, Fresno
Planned Parenthood of Santa Barbara,
Planned Parenthood SLO/SB/Ven Counties
Pleasant Valley State Prison Employee
Polly Klaas Foundation
Portland Art Museum Patron Society, Attn: Karie Burch
Prado Day Center c/o CAP SLO
Preventing Euthanasia Through Rescue
Rainforest Alliance
Redwings Horse Sanctuary -
Remsen NY Central School FBO: New Equipment for Science Program RISE
RISE San Luis Obispo County
Ronald McDonald House at Stanford
Ronald McDonald House Charities
Ronald McDonald House Charities of the
Ronald McDonald House of St. Louis
Room to Read
Salvation Army - SLO
Salvation Army San Luis Obispo
Salvation Army Santa Maria Corps
Salvation Army Service Extension San
San Luis Obispo Child Development Center
San Luis Obispo Children's Museum
San Luis Obispo City Veterans Services
San Luis Obispo Community Foundation FBO: Raising a Reader Fund 8 Public scue
ol FBO: New
y
Disclosure
n: Karie Bu
Copy

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United Way of San Luis Obispo County
2020-21 Agency Designation List
San Luis Obispo County Band c/o Tom Spears
San Luis Obispo County Community Foundat FBO: Fund for Vineyard and Farm Workers San Luis Obispo Law Enforcement
San Luis Obispo Museum of Art
San Luis Obispo Noor Foundation
San Luis Obispo United Methodist Church
San Luis Symphony
Santa Clara University Leavey School of Business
Senior Volunteer Program 545
Septembeard
Sequoia Parks Conservancy
Shriners Hospital for Children
Sierra Club Foundation
SLO County Office of Education FBO: Mock Trial, History Day and Writing SLO County YMCA

SLO LEAF
SLO Noor Foundation
SLO Tribune Community Reporting
SLO Vocal Arts Ensemble
Society for Science & the Public
Son Care Foundation
Southern Poverty Law Center
Spay Mexico, Inc.

SPCA Sacramento
Special Olympics San Luis Obispo
Special Olympics, Inc.

Special Operations Warrior Foundation
St Jude Children's Research Hospital
St Vincent de Paul Village
St. Jude Children's Research Hospital
Stand Strong
Stanford University, The a f d nd
Supporting Work and Self Sufficiency
Surfrider Foundation
Susan G Komen Breast Cancer Foundation
Team Lilly Foundation Inc
Teen Challenge International of Southern
The Alex Foundation Inc.

The ALS Association
The Climate Reality Project
The Fly Brave Foundation
The Foundation for AIDS Research
The History Center of SLO County
The Life You Can Save
The Ocean Conservancy, Inc.

Transitions - Mental Health Association
Transitions Mental Health Association
8 Public spital
Stanford Fu
elf Sufficie elf Suf
Disclosure Copy

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United Way of San Luis Obispo County
2020-21 Agency Designation List
Trustees of Tufts College MA in Humanitarian Assistance Fellowship Tufts University Fund for Arts Sciences & Engineering
U.S. Fund for UNICEF
Undesignated Dollars
United States Fund for UNICEF
United States of America Wrestling
United Way Bay Area
United Way Fresno - Undesignated Funds
United Way Monterey County
United Way of Fresno and Madera Counties
United Way of Greater Los Angeles
United Way of Kern County, Inc.

United Way of San Joaquin County, Inc.

United Way of San Luis Obispo Co.

United Way of Stanislaus County, Inc.

United Way of the Inland Valleys
United Way of the Wine Country
United Way of Tulare County
United Way of Ventura County
USA for UNHCR
Valley Childrens Healthcare Foundation
Valley Public Television Inc
W.H.A.R. Wolf Rescue
W.M. Keck Observatory
Whiskers Paws Hooves and Claws Animal
WildAid
WildCare
Wilderness Finders Search and Rescue Dog
Wildlife Conservation Society
Willamette University University Relations
Wilshire Community Services
Wilshire Creative Mediation
Wilshire Hospice (formerly Hospice Partners of the CC)
Women's Legacy Fund % SLO County Community Foundation
Women's Shelter Program of San
Woods Humane Society
World Neighbors
World Wildlife Fund
Wounded Warrior Project Inc
Wounded Warriors Family Support Inc
Yosemite Conservancy
Yosemite Fund
Zedbridge
Zoo To You Wildlife Education
8 Public e Do
y Relations
s
ion
erly Hosp erly H
LOP
Disclosure Copy

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MEMORANDUM
TO: City Council
FROM: Jessica Matson, Legislative & Information Services Director/City Clerk SUBJECT: Supplemental Information
Agenda Item 9.c. – Consideration of a Resolution Approving Arroyo Grande Community Service Grant Program Allocations for Fiscal Year 2021-22
DATE: March 8, 2022
Attached is correspondence received prior to 4:00 p.m. for the above referenced item. cc: City Manager
Assistant City Manager/Public Works Director
Community Development Director
City Attorney
City Clerk
City Website (or public review binder)

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From: Michelle Bernal
To: public comment
Subject: City Council Meeting March 8
Date: Friday, March 4, 2022 3:14:04 PM
To Whom It May Concern:

We are one of the applicants being reviewing for grant funding. I appreciate the review panels time on Wednesday.

We are very appreciative to be considered for a grant that supports recreation, community and youth for
Arroyo Grande. If there is availability there is actually going to be camp and practice overlapped during the meeting from 5-6. If the council and board would like to see what goes on and maybe even speak with some of the players we would love the opportunity to zoom in.

Thank you again for your time and consideration.

Michelle Bernal
Sent from my iPhone

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From: Jackie Diaz < >
Sent: Sunday, March 6, 2022 8:12:13 PM
To: [email protected] <[email protected]> Subject: Big Brothers Big Sisters Grant
Dear Mayor Caren Ray Russom:

I am a volunteer Board Member of Big Brothers Big Sisters of San Luis Obispo County and a resident of the City of Arroyo Grande. Next Tuesday, you will be considering a review panel’s recommendations for the Jim Guthrie Community Service Grant Applications. I will also be speaking on behalf of Big Brothers Big Sisters. As a resident of the City of Arroyo Grande, I want to impress upon you the importance of Big Brothers Big Sisters’ grant request to the City.

Our proposal is directly serving 80 youth from the City of Arroyo Grande through our Community Based mentoring and a new school-based mentoring program at Paulding and Judkins Middle Schools, which is supported by high school volunteers from Arroyo Grande High School. This new program is in collaboration with LMUSD, but is not fully funded, which is why we are seeking the City’s support. The program helps guide children through the right path, as Middle School can be a rough time in many young adolescents' lives. The program’s benefits to our community are tremendous through a pro-active, preventative approach. In addition, high school students are engaged in hands-on leadership; a learning opportunity that is like no other. This program is a win-win-win for the middle school students receiving mentoring, high school students who receive leadership training and our community that thrives as a result of preventative outreach.

While we are grateful for the $1,000 recommendation of the panel, I would ask that you reconsider this funding request at a higher amount given its importance and direct impact on our youth and our community.

Thank you for your time and consideration.

Sincerely,
Jackie Diaz

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From: Claire Vollmer >
Date: March 7, 2022 at 1:42:04 PM PST
To: Caren Ray Russom <[email protected]>, Keith Storton <[email protected]>, Kristen Barneich <[email protected]>, Jimmy Paulding <[email protected]>, Lan George <[email protected]>
Subject: AG Community Svc Grant proposals
Good morning!
I have attached some additional information that may be helpful to you for your meeting tomorrow evening.

Thank you for considering it.

Claire Vollmer

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March 7, 2022
Arroyo Grande City Council
215 E. Branch Street
Arroyo Grande, CA 93420
To: Mayor Ray Russom, Mayor Pro Tem George, Council Member Paulding, Council Member Barneich, Council Member Storton
I am a 5th generation SLO County resident, have lived in Arroyo Grande since 1989 and have served as a Board member for Big Brothers Big Sisters of San Luis Obispo County for 20+ years. I’m sure that you have reviewed our Community Service Grant application which outlines much of the great work that we do. And I understand the difficulty of breaking the information down into finite, measurable results, but I’d like you to think of some additional reasons this program is so important and, I believe, worthy of a higher grant amount.

It's hard to evaluate how many people are served by our programs. We may declare that we “served” 80 children through our various, innovative programs but, in fact, we are directly impacting the Mentee or “Little” but also their siblings, their parents, their classmates… AND their communities as we nurture future productive citizens. We not only mentor the children but also provide services to the familiesresource referrals, translation services, parental coaching and on and on.

Another aspect not often thought about is the fact that our program impacts future generations. In our local area we’ve had children who were “Littles” now come back as adults to sign up as a “Big” brother or sister. And, last year, 100% of the children in our program who were eligible for graduation received their diplomas. AND 90% went on to college or trade school.

Drop a pebble in the water: in a minute you’ll forget,
But there's little waves a-flowing, and there's ripples circling yet, And those little waves a-flowing to a great big wave have grown; You've disturbed a mighty river just by dropping in a stone. ---James Foley
I remember when I first joined the Board, I thought “if we can mentor these kids BEFORE they get into the juvenile justice system, BEFORE they go out into the world, we could perhaps eliminate the need for many of the programs and services we rely on today”. Imagine… While we are grateful for the $1000 grant recommendation, I would ask that you consider a higher amount given our Program’s life-changing impact on our local children and our communities now and in the future.

Sincerely,
Claire Vollmer
Arroyo Grande, CA 93420

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From: Angie King
To: public comment
Subject: Community Service Grant
Date: Tuesday, March 8, 2022 1:43:21 PM
Dear Council Members,
I, Angie King, a resident of Arroyo Grande am writing to you today to advocate for a community service grant proposal currently up for review.

The Bulls Inc. has submitted a grant proposal requesting funds to be used toward developing additional services at their training facility. The Bulls training facility offers a safe place for children within the Arroyo Grande community to practice. The vision of expanding outreach possibilities such as baseball camps and fitness classes open to children in our community would be made possible with grant support. As our community continues to climb toward normalcy, investing in opportunities for our children to grow is needed.

Arroyo Grande has limited field space. This year, Arroyo Grande Little League and AYSO had the largest number of children register to play recreational youth sports. The increase in registration was refreshing to see; however, left coaches and teams scrambling to find facilities available to hold practices.

The families of Arroyo Grande recognize and support the need for our children to rebuild and reconnect with peers and community. The Bulls organization offers additional facilities and resources willing to serve the children and families of Arroyo Grande.

Thank you for your time and consideration on this matter.

Sincerely,
Angie King

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Arroyo Grande City CouncilMarch 8, 2022

Arroyo Grande City Council
March 8, 2022