RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-17
- IRS object ID
- 202120769349100852
- Schema version
- 2020v4.0
- 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 Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-17T14:28:07-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-03-13 | 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 | 2020 | 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 | $10,786,227 | 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 | $15,378 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,378 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,333 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $350 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $350 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$350 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $112,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,295 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$118,233 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $183,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,656 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $17,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $17,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,402 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,771 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,831 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,555 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $511,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $447,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$327,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,962 | CashBOYAmt |
| Cash EOY | $273,973 | CashEOYAmt |
| Cash EOYFMV | $273,973 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $3,000 | AcctRcvblBOYAmt |
| Rcvbl From Officers BOY | $9,230 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $38 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $38 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $397,312 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $437,548 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $397,312 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $397,312 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,576 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,805 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,805 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $9,492,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,157,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,109,099 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,162,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,834,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,786,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,162,306 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,834,722 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,162,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,834,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,162,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,834,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,162,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$327,584 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,834,722 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,834,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY CAPITAL GAIN DISTRIBUTIONS | P | 2020-01-01 | 2020-12-31 | $37,905 | $37,905 | $37,905 |
| FIDELITY GAIN ON DISPOSITIONS | P | 2020-01-01 | 2020-12-31 | $74,390 | $74,390 | $74,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,367 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,367 | SubtotalAmt |
| Tax Based On Investment Income | $3,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,805 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,805 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,438 | OverpaymentAmt |
| Applied To ES Tax | $2,438 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | $59,402 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,333,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,276,155 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,950,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,950,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,801,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $490,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $490,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,367 | TotalTaxAmt |
| Distributable Before Adj | $486,702 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $486,702 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $486,702 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $447,834 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $447,834 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $447,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $486,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $495,480 | UndistributedIncomePYAmt |
| Qualifying Distributions | $447,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $447,834 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $47,646 | Taxable2Amt |
| Undistributed Income CY | $486,702 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 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 | $5,000 |
| 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 | $6,000 |
| BOYS AND GIRLS CLUB | |||||||
| 602 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| CARRIAGE WEST ART MUS SANTA BARBARA | |||||||
| PO BOX 1587 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $9,000 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,000 |
| CROSS CATHOLIC OUTREACH | |||||||
| 2700 N MILITARY TRAIL SUITE 240 | BOCA RATON | FL | 33427 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $250 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $500 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ENCHANGED FARM SANCTUARY INC | |||||||
| 21830 NE HIGHWAY 240 | NEWBERG | OR | 97132 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $35,000 |
| LA CHURCH OF CHRIST | |||||||
| 2310 CHAPALA STREET | SANTA BARABARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| LOBERO THEATER FOUNDATION | |||||||
| 33 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| BOY SCOUTS OF AMERICA COUNCIL | |||||||
| 1325 W WALNUT HILL | IRVING | TX | 75038 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $12,000 |
| NOTES FOR NOTES INCORPORATED | |||||||
| PO BOX 90632 | SANTA BARBARA | CA | 93190 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| OLAS FOUNDATION | |||||||
| 509 N 10TH ST | SANTA PAULA | CA | 93060 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| PACIFIC PRIDE FOUNDATION | |||||||
| 126 E HALEY STREET A-11 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,500 |
| 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 | $55,000 |
| 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 | |||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SANTA BARBARA AUDUBON SOCIETY | |||||||
| PO BOX 5508 | SANTA BARBARA | CA | 93150 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| SANTA BARBARA PRO SKILLS ACADEMY | |||||||
| 309 MOHAWK ROAD | SANTA BARBARA | CA | 93109 | 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 ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,000 |
| SANTA YNEZ COTTAGE HOSPITAL | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,000 |
| SANTA YNEZ VALLEY ROTARY CLUB | |||||||
| PO BOX 121 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,000 |
| SANTA YNEZ VALLEY THERAPEUTIC RIDIN | |||||||
| PO BOX 256 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,000 |
| 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 | $12,000 |
| 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 | $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 |
| SUMMIT4CAD | |||||||
| 130 S PATTERSON AVENUE 60401 | SANTA BARBARA | CA | 93160 | 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 |
| ADDERLEY SCHOOL | |||||||
| 601 W 5TH STREET | AUSTIN | TX | 78759 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| COLAB FOUNDATION | |||||||
| PO BOX 7523 | SANTA MARIA | CA | 93456 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $13,000 |
| WILDLING MUSEUM OF ART | |||||||
| 1511-B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,000 |
| UC REGENTS UCSB | |||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| 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 |
| WE SUPPORT THE TROOPS INC | |||||||
| PO BOX 915 | SANTA YNEZ | CA | 93460 | 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 | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,055 |
| BE PERFECT FOUNDATION | |||||||
| 720 INDIGO CT | POMONA | CA | 91767 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| BEBA THE WHOLE FAMILY INST | |||||||
| 963 OSO RD | OJAI | CA | 93023 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| CASA DE AMISTAD | |||||||
| 120 STEVENS AVE | SOLANA BEACH | CA | 92075 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| 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 |
| FLAMENCO SANTA BARBARA | |||||||
| PO BOX 30594 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $250 |
| 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 | $10,000 |
| INTERFAITH INITIATIVE OF SANTA BARB | |||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| 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 |
| MAKE-A-WISH TRI COUNTIES | |||||||
| 4001 MISSION OAKS BLVD F | CAMARILLO | CA | 93012 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,000 |
| MONTEREY HIGH SCHOOL SOFTBALL | |||||||
| 101 HERRMANN DR | MONTEREY | CA | 93940 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| MORELIA HOME FOR CHILDREN | |||||||
| 1408 LOOKOUT ST | STILLWATER | MN | 55082 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ORGANIC SOUP KITCHEN | |||||||
| 608 ANACAPA ST STE C | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| RONA BARRETT FOUNDATION | |||||||
| PO BOX 1559 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| SAFETY TOWN OF SANTA BARBARA | |||||||
| PO BOX 416 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5480 GAINES ST | SAN DIEGO | CA | 92110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| SANTA BARBARA MEALS ON WHEELS | |||||||
| PO BOX 6099 | SANTA BARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| SANTA BARBARA MIDDLE SCHOOL | |||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| SB ATHLETIC ASSOCIATION | |||||||
| 112 E VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| ST THERESE CLASSICAL ACADEMY | |||||||
| 33 E MICHELTORENA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| TRANSITION HOUSE | |||||||
| 425 E COTA ST | SAN DIEGO | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,000 |
| VNA HEALTH FOUNDATION | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,500 |
| 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 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,555 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,378 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,333 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,295 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR PASSTHRU ITEMS | Desc |
| Related Or Exempt Function Incm | -$118,233 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $301,656 | ExclusionAmt |
| Related Or Exempt Function Incm | -$118,233 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,423 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONOR P. DONNELLEY CPA | $4,000 | $0 | $0 | $4,000 |
| DAMITZ BROOKS NIGHTINGALE ET AL | $13,448 | $0 | $0 | $13,448 |
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 | $8,278,751 | BookValueAmt |
| EOYFMV | $9,230,256 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $10 | $10 |
| INSURANCE-D&O | $1,756 | $1,756 |
| OFFICE EXPENSE | $65 | $65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR PASSTHRU ITEMS | Desc |
| Revenue And Expenses Per Books | -$118,233 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|
| VIP FUTURES LP - ORANGE GARDEN | ||||||
| $2,037,000 | $258,737 | 1991-03 | 2029-03 | PAYABLE MONTHLY | 7.1600 | BEQUEST |
| VIP FUTURES LP - WESTERN GRDN | ||||||
| $1,091,000 | $138,575 | 1991-03 | 2029-03 | PAYABLE MONTHLY | 7.1600 | BEQUEST |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT | CategoryTxt |
| Amt | $59,402 | Amt |
| Net Investment Income | $59,402 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | PETER SCHULTE | BorrowerPersonNm |
| Balance Due | $40 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,771 | Amt |
Comments