RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-01
- IRS object ID
- 202200619349100000
- Schema version
- 2021v4.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-01T22:28:44-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 |
| Signature | 2022-03-01 | 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 | 999009999 | SSN |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,292,391 | 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 | $16,118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $242,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,189 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,232 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,232 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,232 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$138,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,105 | GrossSalesPriceAmt |
| Total Rev And Expnss | $122,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,539 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,584 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,316 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $508,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $508,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $519,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $273,973 | CashBOYAmt |
| Cash EOY | $360,852 | CashEOYAmt |
| Cash EOYFMV | $360,852 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $38 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $38 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $38 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $354,718 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $397,312 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $354,718 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $354,718 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,805 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $746 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $746 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $9,157,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,631,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,576,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,834,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,347,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,292,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,834,722 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,347,805 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,834,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,347,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,834,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,347,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,834,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,347,805 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,347,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CAPITAL GAIN DISTRIBUTIONS | P | 2021-01-01 | 2021-12-31 | $144,987 | $144,987 | $144,987 | |
| FIDELITY GAIN ON DISPOSITIONS | P | 2021-01-01 | 2021-12-31 | $114,118 | $114,118 | $114,118 | |
| GAIN (LOSS) FROM PASS THRU | P | 2020-01-01 | 2021-12-31 | -$397,109 | -$397,109 | $397,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$138,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,654 | SubtotalAmt |
| Tax Based On Investment Income | $2,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $746 | OverpaymentAmt |
| Applied To ES Tax | $746 | 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 | $69,584 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,826,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $332,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $843,404 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,002,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,002,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,837,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,654 | TotalTaxAmt |
| Distributable Before Adj | $539,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $539,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $539,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $519,552 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $519,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $539,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $486,702 | UndistributedIncomePYAmt |
| Qualifying Distributions | $519,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $486,702 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,850 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $506,390 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS MENTORSHIP PROGRAM | |||||||
| 531 E COTA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||
| 4000 LA COLINA ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| BOYS AND GIRLS CLUB | |||||||
| 602 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,500 |
| BREAST CANCER RESOURCE CENTER | |||||||
| 525 W JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $30,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ENCHANTED FARM SANCTUARY INC | |||||||
| 21830 NE HIGHWAY 240 | NEWBERG | OR | 97132 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $20,000 |
| ENDOWMENT FOR YOUTH COMMITTEE | |||||||
| 606 ALAMO PINTADO ROAD SUITE 3274 | SOLVANG | CA | 93427 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| OLAS FOUNDATION | |||||||
| 509 N 10TH ST | SANTA PAULA | CA | 93060 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| PALOMAR HEALTH FOUNDATION | |||||||
| 960 CANTERBURY PLACE SUITE 200 | ESCONDIDO | CA | 92025 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| 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 | $65,000 |
| PIERRE CLAEYSSENS VET MUSEUM AND LI | |||||||
| 1187 COAST VILLAGE ROAD STE 1 334 | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| 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 | $5,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| 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 | $3,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| SANTA YNEZ COTTAGE HOSPITAL | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $7,500 |
| 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 | $20,000 |
| SOLVANG FESTIVAL THEATER | |||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $27,000 |
| SOLVANG FRIENDSHIP HOUSE | |||||||
| 880 FRIENDSHIP LANE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $7,500 |
| ST RAPHAEL CATHOLIC CHURCH | |||||||
| 5444 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $22,000 |
| ST VINCENT'S SANTA BARBARA | |||||||
| 4200 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET SUITE 220 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $45,000 |
| COLAB FOUNDATION | |||||||
| PO BOX 7523 | SANTA MARIA | CA | 93456 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| WILDLING MUSEUM OF ART | |||||||
| 1511-B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| TV SANTA BARBARA | |||||||
| 329 S SALINAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | ANIMAL ZONE | $3,000 |
| UC REGENTS UCSB | |||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $20,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE STE 600 | RESTON | VA | 20191 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| FELLOWSHIP FOR THE PERFORMING ARTS | |||||||
| 630 NINTH AVE | NEW YORK | NY | 10036 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| GOLDEN YEARS DOG SANCTUARY | |||||||
| 12682 KAGEL CANYON ROAD | SYLMAR | CA | 91342 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| GWENDOLYN STRONG FOUNDATION | |||||||
| 27 W ANAPAMU ST STE 177 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $50,001 |
| JASMINE STAR FOUNDATION | |||||||
| 631 1/2 N MILPAS | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,000 |
| ORGANIC SOUP KITCHEN | |||||||
| 608 ANACAPA ST STE C | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| RONA BARRETT FOUNDATION | |||||||
| PO BOX 1559 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SANTA BARBARA MIDDLE SCHOOL | |||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,500 |
| TRANSITION HOUSE | |||||||
| 425 E COTA ST | SAN DIEGO | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| VNA HEALTH FOUNDATION | |||||||
| 509 E MONTECITO STREET STE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| 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 | $20,000 |
| A NEW LIFE CHARITABLE FOUNDATION IN | |||||||
| 4908 RIVER AVE | NEWPORT BEACH | CA | 92663 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| INTL CHRISTIAN DEVELOPMENT MISSION | |||||||
| 858 JOHN YOUNG PARKWAY | KISSIMMEE | FL | 34741 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| JOSEPHINE KERNES MEMORIAL POOL | |||||||
| 15 PORTOLA AVE | MONTEREY | CA | 93940 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $500 |
| LOS PADRES COUNCIL BOY SCOUTS OF AM | |||||||
| 4000 MODOC RD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| NEW MILLENNIUM SECONDARY SCHOOL | |||||||
| 1301 W 182ND ST | GARDENA | CA | 90248 | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 | |
| PCPA FOUNDATION | |||||||
| 237 TOWN CENTER WEST 106 | SANTA MARIA | CA | 93458 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SANTA BARBARA CHARTER SCHOOL | |||||||
| 6100 STOW CANYON RD | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ST MARK'S IN THE VALLEY | |||||||
| 2901 NOJOQUI AVE | LOS OLIVOS | CA | 93441 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| THE VILLAGE KIDS | |||||||
| 7560 CATHEDRAL OAKS RD 12 | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| VIKING CHARITIES INC | |||||||
| PO BOX 293 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| SANTA YNEZ VALLEY HISTORICAL MUSEUM | |||||||
| 3596 SAGUNTO ST | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $508,501 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,118 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,189 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$138,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,535 | 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 | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,142,765 | BookValueAmt |
| EOYFMV | $10,087,351 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHLEY LOOK GUTHRIE & LOCKER | CategoryTxt |
| Legal Fees | $120 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $120 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE-D&O | $1,781 | $1,781 |
| OTHER FEES | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT | CategoryTxt |
| Amt | $69,584 | Amt |
| Net Investment Income | $69,584 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $16,948 |
| IRS ADJUSTMENT | $3,368 |
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