2026-05-15T11:02:45-07:00 2025-12-31 850964542 Conor P Donnelley CPA 12730 High Bluff Dr Ste 120 San Diego CA 92130 990PF 2025-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 PO BOX 60921 SANTA BARBARA CA 93160 PAUL S SCHULTE President 2026-03-09 true CONOR P DONNELLEY P00695730 8582993854 X 2025 2025-03-06 01:10:19Z X X 10993844 X X 33807 33807 287515 287515 3248 3248 3248 154161 154161 154161 478731 478731 12000 12000 66642 66642 9544 9544 5695 100 1911 1911 95792 76186 14011 500402 500402 596194 76186 514413 -117463 402545 239226 2 2 161708 161708 339 339 339 177920 223494 177920 177919 571 8829663 8837456 10653876 9293293 9177425 10993844 1595 1595 X 9293293 9175830 9293293 9175830 9293293 9177425 9293293 -117463 9175830 9175830 FIDELITY LT GAIN ON DISPOSITIONS P 2024-01-01 2025-12-31 154161 154161 154161 154161 5595 5595 5595 5595 5595 0 0 false false false false false false false true true CA true false false false false true N/A CONOR P DONNELLEY CPA 8582993854 12730 HIGH BLUFF DR SUITE 120 SAN DIEGO CA 92130 false false false false false false false false false false false false false false false false false false false false false false PAUL S SCHULTE PO BOX 60921 SANTA BARBARA CA 93160 President 0.00 0 PETER R SCHULTE 14048 CAMINITO VISTANA SAN DIEGO CA 92130 Vice President 0.00 0 SYLVIA M MOLONY PO BOX 60921 SANTA BARBARA CA 93160 Assistant VP 0.00 0 HENRY G SCHULTE PO BOX 60921 SANTA BARBARA CA 93160 Secretary/Treas 0.00 0 MARK M AIJIAN PO BOX 60921 SANTA BARBARA CA 93160 Director 0.00 0 NONE DEFINE FINANCIAL LLC 12526 HIGH BLUFF DR 238 SAN DIEGO CA 92130 ASSET MANAGEMENT 66642 9400282 284773 723630 10408685 0 10408685 156130 10252555 512628 512628 5595 5595 507033 507033 507033 514413 514413 507033 476216 514413 476216 0 38197 468836 X ARIEL THEATRICAL INC 320 MAIN STREET SALINAS CA 93901 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 CHALLENGED ATHLETES INC 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 DOS PUEBLOS HIGH SCHOOL 7266 ALAMEDA AVE GOLETA CA 93117 NONE PC BOYS BASKETBALL 1000 PANCREATIC CANCER ACTION NETWORK IN 1500 ROSECRANS AVENUE SUITE 200 MANHATTAN BEACH CA 90266 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 60000 SANTA BARBARA VETERANS FOUNDATION 3905 STATE STREET STE 7-328 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 8252 SANTA YNEZ VALLEY ROTARY CLUB PO BOX 121 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5750 SOLVANG FESTIVAL THEATER PO BOX 917 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 SOLVANG FRIENDSHIP HOUSE 880 FRIENDSHIP LANE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 25000 ST VINCENT'S SANTA BARBARA 4200 CALLE REAL SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 800 TEDDY BEAR CANCER FOUNDATION PO BOX 60921 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 25000 COLAB FOUNDATION PO BOX 7523 SANTA MARIA CA 93456 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 7000 TV SANTA BARBARA 329 S SALINAS STREET SANTA BARBARA CA 93103 NONE PC ANIMAL ZONE 5000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE STE 600 RESTON VA 20191 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 20000 JASMINE STAR FOUNDATION 631 1/2 N MILPAS SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 15000 SAFETY TOWN OF SANTA BARBARA PO BOX 416 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 WOUNDED WARRIOR PROJECT 8880 RIO SAN DIEGO DR STE 900 SAN DIEGO CA 92108 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 30000 THE VILLAGE KIDS 7560 CATHEDRAL OAKS RD 12 GOLETA CA 93117 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 VIKING CHARITIES INC PO BOX 293 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 ANGELS FOSTER CARE 3905 STATE ST 7-115 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 ATLAS ANIMAL RESCUE 4650 FAROUSSE WAY PASO ROBLES CA 93446 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 CENTRAL COAST JUNIOR GOLF INC PO BOX 6261 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 OPERATION SURF PO BOX 1581 SAN LUIS OBISPO CA 93406 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 PEDAL THE CAUSE 2445 FIFTH AVE STE 345 SAN DIEGO CA 92101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 SANTA BARBARA COUNTY VETERANS 400 W PARK AVE SANTA MARIA CA 93458 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 15000 UC SAN DIEGO FOUNDATION 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 20000 UNITED BOYS AND GIRLS CLUB PO BOX 1485 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 CALIFORNIA SURF MUSEUM 312 PIER VIEW WAY OCEANSIDE CA 92054 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 COMMUNIFY 5638 HOLLISTER STE 230 GOLETA CA 93117 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 FELLOWSHIP OF CHRISTIAN ATHLETES - 2600 STEWART AVE STE 272 WAUSAU WI 54401 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1200 HEARTS ALIGNED INC PO BOX 901 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 LOMPOC TEEN CENTER PO BOX 521 LOMPOC CA 93438 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 ONE805 INC 2000 STATE ST SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6500 SANTA ROSA JUNIOR COLLEGE FOUNDATIO 1501 MENDOCINO AVE SANTA ROSA CA 95401 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 ST RAPHAEL SCHOOL 160 SAINT JOSEPHS ST SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5700 STRONGHOLD RESCUE RELIEF PO BOX 493 MENOMONEE FALLS WI 53052 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 500 SYV COMMUNITY OUTREACH PO BOX 1946 BUELLTON CA 93427 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 THE 9 FOUNDATION 4985 TROCHA WAY SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 UNITE TO LIGHT 1117 STATE ST 19 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4500 WALDORF SCHOOL OF SANTA BARBARA PO BOX 788 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 FIRST BAPTIST CHURCH OF SANTA BARBA 949 VERONICA SPRINGS RD SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1500 FLORA VISTA ELEMENTARY PTA 1690 WANDERING RD ENCINITAS CA 92024 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 15000 OLD MISSION SANTA INES PO BOX 408 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 8000 OPEN HEARTS FOR ORPHANS PO BOX 8074 DELRAY BEACH FL 33482 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 SOLEPURPOSE FOUNDATION INC 1632 E CLASSICAL BLVD DELRAY BEACH FL 33445 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 THE UCLA FOUNDATION 10889 WILSHIRE BLVD STE 1100 LOS ANGELES CA 90024 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 TRINITY LUTHERAN SCHOOL 400 N SWINTON AVE DELRAY BEACH FL 33444 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 VTLT FOUNDATION 29 W MICHELTORENA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 AMAZING STRAYS RESCUE PO BOX 151648 SAN DIEGO CA 92115 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 ANIMAL RESCUE TEAM 875 CARRIAGE DR SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 CALIFORNIA NATURE ART MUSEUM 1511-B MISSION DR SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 CAMP RAINBOW GOLD 1120 S FIVE MILE RD BOISE ID 83709 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 COVENANT HOUSE 461 8TH AVE NEW YORK CITY NY 10001 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 800 FRIENDS OF THE MBHD PO BOX 718 MORRO BAY CA 93443 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 GANNA WALSKA LOTUSLAND 695 ASHLEY RD SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3400 GLIMMERS CHILDHOOD CANCER FOUNDATIO 823 W MISSION ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 GRINDSTONE MINISTRIES INC 807 W BROADWAY ST SPIRO OK 74959 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1500 HELP HOPE LIVE 2 RADNOR CORPORATE CENTER STE 100 RADNOR PA 19087 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 MAKER HOUSE 1351 HOLIDAY HILL DR GOLETA CA 93117 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 MORRO BAY MARITIME MUSEUM PO BOX 2034 MORRO BAY CA 93443 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 500 PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 93443 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 500 SEND IT FOUNDATION 10075 W RIVER ST STE 204 TRUCKEE CA 96161 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 SMILE TRAIN INC 633 THIRD AVE 9TH FL NEW YORK NY 10017 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 STARFISH CONNECTION PO BOX 41225 SANTA BARBARA CA 93140 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 THE LEUKEMIA LYMPHOMA SOCIETY 1201 15TH ST NW WASHINGTON DC 20005 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 THE PARC FOUNDATION PO BOX 91742 SANTA BARBARA CA 93190 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 TRUE VINE BIBLE FELLOWSHIP 533 AVALON ST LOMPOC CA 93436 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 TURNING POINT USA 4940 E BEVERLY RD PHOENIX AZ 85044 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVE BERKELEY CA 94704 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 500402 14 33807 14 287515 16 3248 18 154161 478731 478731 false false false false false false false false false false CONOR P. DONNELLEY CPA 12000 0 0 12000 BOND FUNDS FMV 2445381 2334607 EXCHANGE TRADED FUNDS FMV 5846365 7773559 INSURANCE-D&O 1911 1911 ASSET MANAGEMENT 66642 66642 0 0 FEDERAL EXCISE TAX 5595 STATE TAXES AND FEES 100 100