RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-06
- IRS object ID
- 202420669349100927
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-06T19:17:13-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850964542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conor P Donnelley CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 High Bluff Dr Ste 120 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770452600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDI SCHULTE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDI | BusinessNameControlTxt |
| Phone | 8054528114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 60921 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL S SCHULTE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8054528114 | PhoneNum |
| Signature | 2024-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | SCHULTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONOR P DONNELLEY | PreparerPersonNm |
| PTIN | P00695730 | PTIN |
| Phone | 8582993854 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,834,684 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,177 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $242,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,740 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $317 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $317 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$317 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $56,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,457 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $323,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,057 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,402 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,786 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $295 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $581,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $581,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $693,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$370,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,471 | CashBOYAmt |
| Cash EOY | $295,678 | CashEOYAmt |
| Cash EOYFMV | $295,678 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $38 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $338 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $338 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $267,474 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $310,678 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $267,474 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $267,474 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $349 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $349 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $9,342,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,959,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,270,845 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,905,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,523,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,834,684 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,035 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $12,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,893,562 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,523,284 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,893,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,523,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,905,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,523,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,893,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$370,278 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,523,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,523,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY GAIN ON DISPOSITIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $56,457 | GrossSalesPriceAmt |
| Gain Or Loss | $56,457 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $56,457 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,457 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,651 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,651 | SubtotalAmt |
| Tax Based On Investment Income | $3,651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $349 | OverpaymentAmt |
| Applied To ES Tax | $349 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONOR P DONNELLEY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8582993854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 HIGH BLUFF DR SUITE 120 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEFINE FINANCIAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12526 HIGH BLUFF DR 238 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $60,402 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,507,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $779,307 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,532,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,532,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,389,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $469,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $469,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,651 | TotalTaxAmt |
| Distributable Before Adj | $465,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $465,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $465,844 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,442 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $598,442 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $510,615 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Total For Prior Years | $58,799 | TotalForPriorYearsAmt |
| Qualifying Distributions | $598,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $510,615 | AppliedToYear1Amt |
| Applied To Prior Years | $58,799 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,028 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $436,816 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIEL THEATRICAL INC | |||||||
| 320 MAIN STREET | SALINAS | CA | 93901 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,300 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,600 |
| LOBERO THEATER FOUNDATION | |||||||
| 33 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,200 |
| PACIFIC PRIDE FOUNDATION | |||||||
| 126 E HALEY STREET A-11 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| 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 | $60,000 |
| SAFE FAMILIES FOR CHILDREN ALLIANCE | |||||||
| 4300 W IRVING PARK RD | CHICAGO | IL | 60641 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SAN PEDRO ELITE | |||||||
| 7290 EDINGER AVE UNIT 3151 | HUNTINGTON BEACH | CA | 92647 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| SANTA BARBARA AUDUBON SOCIETY | |||||||
| PO BOX 5508 | SANTA BARBARA | CA | 93150 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| 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 | $5,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $8,650 |
| SANTA YNEZ VALLEY ROTARY CLUB | |||||||
| PO BOX 121 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SAVE THE WAVES COALITION | |||||||
| PO BOX 183 3500 HIGHWAY ONE | DAVENPORT | CA | 95017 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| SOLVANG FESTIVAL THEATER | |||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| SOLVANG FRIENDSHIP HOUSE | |||||||
| 880 FRIENDSHIP LANE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| ST VINCENT'S SANTA BARBARA | |||||||
| 4200 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET SUITE 220 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $35,000 |
| COLAB FOUNDATION | |||||||
| PO BOX 7523 | SANTA MARIA | CA | 93456 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| WILDLING MUSEUM OF ART | |||||||
| 1511-B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| TV SANTA BARBARA | |||||||
| 329 S SALINAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | ANIMAL ZONE | $3,000 |
| UNITED WAY OF SANTA BARBARA COUNTY | |||||||
| 320 E GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE STE 600 | RESTON | VA | 20191 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $20,000 |
| FELLOWSHIP FOR THE PERFORMING ARTS | |||||||
| 630 NINTH AVE | NEW YORK | NY | 10036 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| GWENDOLYN STRONG FOUNDATION | |||||||
| 27 W ANAPAMU ST STE 177 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $17,600 |
| JASMINE STAR FOUNDATION | |||||||
| 631 1/2 N MILPAS | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $33,000 |
| MORELIA HOME FOR CHILDREN | |||||||
| 1408 LOOKOUT ST | STILLWATER | MN | 55082 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| RONA BARRETT FOUNDATION | |||||||
| PO BOX 1559 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| SAFETY TOWN OF SANTA BARBARA | |||||||
| PO BOX 416 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| ST THERESE CLASSICAL ACADEMY | |||||||
| 33 E MICHELTORENA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| 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 | $10,000 |
| PCPA FOUNDATION | |||||||
| 237 TOWN CENTER WEST 106 | SANTA MARIA | CA | 93458 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,700 |
| ADAM'S ANGELS | |||||||
| 1187 COAST VILLAGE RD PO BOX 1321 | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| ANGELS FOSTER CARE | |||||||
| 3905 STATE ST 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,920 |
| ATLAS ANIMAL RESCUE | |||||||
| 4650 FAROUSSE WAY | PASO ROBLES | CA | 93446 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| CENTRAL COAST JUNIOR GOLF INC | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| GALS GIVE BACK | |||||||
| 1385 SCHOOL HOUSE RD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| NORTH SHORE SURFING MUSEUM | |||||||
| PO BOX 1182 | WAIALUA | HI | 96791 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $20,000 |
| OPERATION SURF | |||||||
| PO BOX 1581 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ORCUTT ACADEMY CHARTER | |||||||
| 500 DYER ST | ORCUTT | CA | 93455 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $500 |
| PEDAL THE CAUSE | |||||||
| 2445 FIFTH AVE STE 345 | SAN DIEGO | CA | 92101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA COUNTY VETERANS | |||||||
| 400 W PARK AVE | SANTA MARIA | CA | 93458 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $17,000 |
| SANTA BARBARA FOUNDATION | |||||||
| 1111 CHAPALA ST STE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA HIGH SCHOOL | |||||||
| 700 E ANAPAMU ST | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,000 |
| SB COUNTY SHERIFFS BENEVOLENT POSSE | |||||||
| 4434 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,200 |
| SHOWERS OF BLESSING SB | |||||||
| 432 S SAN MARCOS RD | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $29,700 |
| UNITED BOYS AND GIRLS CLUB | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| ALABASTER JAR PROJECT | |||||||
| PO BOX 501378 | SAN DIEGO | CA | 92150 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| AUSSIE RESCUE NETWORKING GROUP | |||||||
| 1101 VIA DEL REY | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| CABRILLO WRESTLING BOOSTERS | |||||||
| 4128 SIRIUS AVE | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| CALIFORNIA SURF MUSEUM | |||||||
| 312 PIER VIEW WAY | OCEANSIDE | CA | 92054 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| CLUSTERBUSTERS INC | |||||||
| PO BOX 547 | LOMBARD | IL | 60148 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| COMMUNIFY | |||||||
| 5638 HOLLISTER STE 230 | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES - | |||||||
| 2600 STEWART AVE STE 272 | WAUSAU | WI | 54401 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,200 |
| FIREFIGHTER AID | |||||||
| 10509 SAN DIEGO MISSION RD STE F | SAN DIEGO | CA | 92108 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| FRIENDS OF SUNSET BEACH | |||||||
| 58-030 KAPUAI PL | HALEIWA | HI | 96712 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| FRIENDS OF VADA | |||||||
| 700 E ANAPAMA ST | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| GRAND-PAWS SENIOR SANCTUARY | |||||||
| PO BOX 513 | ACTON | CA | 93510 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| HEARTS ALIGNED INC | |||||||
| PO BOX 901 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,500 |
| LAIMA FOUNDATION | |||||||
| 35205 FUNK WAY | BEAUMONT | CA | 92223 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| LOMPOC TEEN CENTER | |||||||
| PO BOX 521 | LOMPOC | CA | 93438 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ONE805 INC | |||||||
| 2000 STATE ST | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $8,500 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DR STE 201 | TOWSON | MD | 21204 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| QUINCY UNIVERSITY | |||||||
| 1800 COLLEGE AVE | QUINCY | IL | 62301 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 1528 CHAPALA ST STE 308 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SANTA YNEZ PRESBYTERIAN CHURCH | |||||||
| 1825 ALAMO PINTADO RD | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| SCHOLASTIC SURF SERIES | |||||||
| 320 AVENIDA SIERRA | SAN CLEMENTE | CA | 92672 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| SANTA ROSA JUNIOR COLLEGE FOUNDATIO | |||||||
| 1501 MENDOCINO AVE | SANTA ROSA | CA | 95401 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ST RAPHAEL SCHOOL | |||||||
| 160 SAINT JOSEPHS ST | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| 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 | $10,000 |
| THE 9 FOUNDATION | |||||||
| 4985 TROCHA WAY | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| THE RAVI SHASHI BELLARE ARTS FOUNDA | |||||||
| 14865 SUMMIT TRAIL RD | CHINO HILLS | CA | 91709 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| UNITE TO LIGHT | |||||||
| 1117 STATE ST 19 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| WALDORF SCHOOL OF SANTA BARBARA | |||||||
| PO BOX 788 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $581,570 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,177 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,740 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $323,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,057 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONOR P. DONNELLEY CPA | CategoryTxt |
| Amt | $14,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOND FUNDS | FMV | $2,878,725 | $2,708,217 |
| EXCHANGE TRADED FUNDS | FMV | $5,568,887 | $6,050,795 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE-D&O | $1,756 | $1,756 |
| POSTAGE | $21 | $21 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT | CategoryTxt |
| Amt | $60,402 | Amt |
| Net Investment Income | $60,402 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $34,491 | |
| STATE TAXES AND FEES | $295 | $295 |
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