2021-03-17T14:28:07-07:00 2020-12-31 850964542 Conor P Donnelley CPA 12730 High Bluff Dr Ste 120 San Diego CA 92130 990PF 2020-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 PO BOX 60921 SANTA BARBARA CA 93160 PAUL S SCHULTE President 2021-03-13 true PAUL SCHULTE 999009999 CONOR P DONNELLEY P00695730 8582993854 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 10786227 X X 15378 15378 174333 174333 350 350 -350 112295 112295 112295 -118233 183423 301656 17448 17448 59402 59402 3771 1831 1831 82452 59402 19279 428555 428555 511007 59402 447834 -327584 242254 209962 273973 273973 3000 9230 38 38 397312 437548 397312 397312 9576 5805 5805 9492990 9157594 10109099 10162306 9834722 10786227 0 X 10162306 9834722 10162306 9834722 10162306 9834722 10162306 -327584 9834722 9834722 FIDELITY CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2020-12-31 37905 37905 37905 FIDELITY GAIN ON DISPOSITIONS P 2020-01-01 2020-12-31 74390 74390 74390 112295 3367 3367 3367 5805 5805 2438 2438 false false false false false false false true true CA true false false false false true N/A CONOR P DONNELLEY CPA 8582993854 12730 HIGH BLUFF DR SUITE 120 SAN DIEGO CA 92130 false false false false false false false false false true 2019 true true false false false false false false false false false false false false PAUL S SCHULTE PO BOX 60921 SANTA BARBARA CA 93160 President 0.00 0 PETER R SCHULTE 14048 CAMINITO VISTANA SAN DIEGO CA 92130 Vice President 0.00 0 SYLVIA M MOLONY PO BOX 60921 SANTA BARBARA CA 93160 Assistant VP 0.00 0 HENRY G SCHULTE PO BOX 60921 SANTA BARBARA CA 93160 Secretary/Treas 0.00 0 MARK M AIJIAN PO BOX 60921 SANTA BARBARA CA 93160 Director 0.00 0 NONE DEFINE FINANCIAL LLC 12526 HIGH BLUFF DR 238 SAN DIEGO CA 92130 ASSET MANAGEMENT 59402 8333754 340720 1276155 9950629 0 9950629 149259 9801370 490069 490069 3367 3367 486702 486702 486702 447834 447834 447834 486702 495480 447834 447834 0 47646 486702 X ARIEL THEATRICAL INC 320 MAIN STREET SALINAS CA 93901 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 ARTS MENTORSHIP PROGRAM 531 E COTA STREET SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 BISHOP GARCIA DIEGO HIGH SCHOOL 4000 LA COLINA ROAD SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 BOYS AND GIRLS CLUB 602 W ANAPAMU STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 CARRIAGE WEST ART MUS SANTA BARBARA PO BOX 1587 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 9000 CHALLENGED ATHLETES INC 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 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 5000 ENCHANGED FARM SANCTUARY INC 21830 NE HIGHWAY 240 NEWBERG OR 97132 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 35000 LA CHURCH OF CHRIST 2310 CHAPALA STREET SANTA BARABARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 LOBERO THEATER FOUNDATION 33 E CANON PERDIDO STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 BOY SCOUTS OF AMERICA COUNCIL 1325 W WALNUT HILL IRVING TX 75038 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 12000 NOTES FOR NOTES INCORPORATED PO BOX 90632 SANTA BARBARA CA 93190 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 OLAS FOUNDATION 509 N 10TH ST SANTA PAULA CA 93060 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 PACIFIC PRIDE FOUNDATION 126 E HALEY STREET A-11 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3500 PALOMAR HEALTH FOUNDATION 960 CANTERBURY PLACE SUITE 200 ESCONDIDO CA 92025 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 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 55000 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 3000 SAFE FAMILIES FOR CHILDREN ALLIANCE PO BOX 60921 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 SANTA BARBARA AUDUBON SOCIETY PO BOX 5508 SANTA BARBARA CA 93150 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 SANTA BARBARA PRO SKILLS ACADEMY 309 MOHAWK ROAD SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 SANTA YNEZ COTTAGE HOSPITAL PO BOX 689 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 SANTA YNEZ VALLEY ROTARY CLUB PO BOX 121 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4000 SANTA YNEZ VALLEY THERAPEUTIC RIDIN PO BOX 256 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4000 SAVE THE WAVES COALITION PO BOX 183 3500 HIGHWAY ONE DAVENPORT CA 95017 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 20000 SOLVANG FESTIVAL THEATER PO BOX 917 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 12000 SOLVANG FRIENDSHIP HOUSE 880 FRIENDSHIP LANE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 7500 ST RAPHAEL CATHOLIC CHURCH 5444 HOLLISTER AVE SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 15000 ST VINCENT'S SANTA BARBARA 4200 CALLE REAL SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 SUMMIT4CAD 130 S PATTERSON AVENUE 60401 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 TEDDY BEAR CANCER FOUNDATION 3892 STATE STREET SUITE 220 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 35000 ADDERLEY SCHOOL 601 W 5TH STREET AUSTIN TX 78759 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 COLAB FOUNDATION PO BOX 7523 SANTA MARIA CA 93456 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 13000 WILDLING MUSEUM OF ART 1511-B MISSION DRIVE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 UC REGENTS UCSB UC SANTA BARBARA SANTA BARBARA CA 93106 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 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 5000 WE SUPPORT THE TROOPS INC PO BOX 915 SANTA YNEZ CA 93460 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE STE 600 RESTON VA 20191 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1055 BE PERFECT FOUNDATION 720 INDIGO CT POMONA CA 91767 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 BEBA THE WHOLE FAMILY INST 963 OSO RD OJAI CA 93023 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 CASA DE AMISTAD 120 STEVENS AVE SOLANA BEACH CA 92075 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 FELLOWSHIP FOR THE PERFORMING ARTS 630 NINTH AVE NEW YORK NY 10036 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 FLAMENCO SANTA BARBARA PO BOX 30594 SANTA BARBARA CA 93130 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 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 2000 GWENDOLYN STRONG FOUNDATION 27 W ANAPAMU ST STE 177 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 INTERFAITH INITIATIVE OF SANTA BARB PO BOX 1135 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 JASMINE STAR FOUNDATION 631 1/2 N MILPAS SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 MAKE-A-WISH TRI COUNTIES 4001 MISSION OAKS BLVD F CAMARILLO CA 93012 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4000 MONTEREY HIGH SCHOOL SOFTBALL 101 HERRMANN DR MONTEREY CA 93940 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 MORELIA HOME FOR CHILDREN 1408 LOOKOUT ST STILLWATER MN 55082 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 ORGANIC SOUP KITCHEN 608 ANACAPA ST STE C SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 RONA BARRETT FOUNDATION PO BOX 1559 SANTA YNEZ CA 93460 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 SAFETY TOWN OF SANTA BARBARA PO BOX 416 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 SAN DIEGO HUMANE SOCIETY 5480 GAINES ST SAN DIEGO CA 92110 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 SANTA BARBARA MEALS ON WHEELS PO BOX 6099 SANTA BARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 SB ATHLETIC ASSOCIATION 112 E VICTORIA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 ST THERESE CLASSICAL ACADEMY 33 E MICHELTORENA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 TRANSITION HOUSE 425 E COTA ST SAN DIEGO CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4000 VNA HEALTH FOUNDATION 425 E COTA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3500 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 5000 428555 14 15378 14 174333 16 -350 18 112295 PRIOR YEAR PASSTHRU ITEMS -118233 301656 -118233 183423 false false false false false false false false false false CONOR P. DONNELLEY CPA 4000 0 0 4000 DAMITZ BROOKS NIGHTINGALE ET AL 13448 0 0 13448 MUTUAL FUNDS AT COST 8278751 9230256 FILING FEES 10 10 INSURANCE-D&O 1756 1756 OFFICE EXPENSE 65 65 PRIOR YEAR PASSTHRU ITEMS -118233 VIP FUTURES LP - ORANGE GARDEN 2037000 258737 1991-03 2029-03 PAYABLE MONTHLY 7.1600 BEQUEST VIP FUTURES LP - WESTERN GRDN 1091000 138575 1991-03 2029-03 PAYABLE MONTHLY 7.1600 BEQUEST ASSET MANAGEMENT 59402 59402 0 0 PETER SCHULTE 40 FEDERAL EXCISE TAX 3771