RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931309349100033
- Schema version
- 2018v3.1
- 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
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T16:36:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770076647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAMITZ BROOKS NIGHTINGALE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | C/O 200 E CARRILLO ST STE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SCHULTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054528114 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE MACAULAY | PreparerPersonNm |
| PTIN | P00178796 | PTIN |
| Phone | 8059631837 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.64.156.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 07:14:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 061578F6B82AE0B9395A892403240D8D3010831C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D4F89E78E465368889BB483E491D42BE848D7349 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,923,549 | 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 | $4,494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $609,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $609,021 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,080 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,080 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,607 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,804 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,804 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,017 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $489,182 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $489,182 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $594,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $503,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $380,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $341,240 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $340 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $730 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $730 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $476,340 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $515,099 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $476,340 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $476,340 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $300,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,213,531 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,606,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,105,239 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,410,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,424,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,923,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,410,067 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,424,502 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,410,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,424,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,410,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,424,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,410,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,424,502 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,424,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY #119 | 2018-01-01 | 2018-12-31 | $271,901 | $271,901 | $271,901 | |
| FIDELITY #119 | 2018-01-01 | 2018-12-31 | $8,819 | $8,819 | $8,819 | |
| CAPITAL GAINS DIVIDENDS | $107,024 | $107,024 | $107,024 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,744 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $556,101 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,698,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051980 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $411,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,133,390 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $413,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,738,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $467,629 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,092,885 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $424,274 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,758,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039437 | DistributionYr5Rt |
| Total Distribution | 0.212712 | TotalDistributionRt |
| Average Distribution | 0.042542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,656,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $453,365 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $458,626 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $503,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,164 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,903 | OverpaymentAmt |
| Applied To ES Tax | $11,903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAMITZ BROOKS NIGHTINGALE ET AL | IndividualWithBooksNm |
| Phone | 8059631837 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CARRILLO ST STE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL S SCHULTE | ||||||||
| 200 E CARRILLO STE 303 | SANTA BARBARA | CA | 93101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER R SCHULTE | ||||||||
| 200 E CARRILLO STE 303 | SANTA BARBARA | CA | 93101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SYLVIA M MOLONY | ||||||||
| 200 E CARRILLO STE 303 | SANTA BARBARA | CA | 93101 | ASSISTANT VP | 1.00 | $0 | $0 | $0 |
| HENRY G SCHULTE | ||||||||
| 200 E CARRILLO STE 303 | SANTA BARBARA | CA | 93101 | SECTRY / TRSR | 1.00 | $0 | $0 | $0 |
| MARK M AIJIAN | ||||||||
| 200 E CARRILLO STE 303 | SANTA BARBARA | CA | 93101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,006,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,472,205 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,819,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,819,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,656,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $532,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,261 | TotalTaxAmt |
| Distributable Before Adj | $527,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $527,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $527,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $503,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $503,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,261 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $498,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $527,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $463,159 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $503,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $463,159 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $487,083 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A COMPAS | ||||||||
| PO BOX 30594 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| ARTS MENTORSHIP PROGRAM | ||||||||
| 531 E COTA STREET | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| BISHOP GARCIA DIEGO HIGH SCHOOL | ||||||||
| 4000 LA COLINA ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $22,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 602 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $7,300 | |
| BREAST CANCER RESOURCE CENTER | ||||||||
| 525 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| C K MCCLATCHY HIGH SCHOOL | ||||||||
| 3066 FREEPORT BOULEVARD | SACRAMENTO | CA | 95818 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| CAMP KESEM | ||||||||
| 10586 W PICO BOULEVARD 196 | LOS ANGELES | CA | 90064 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| CARRIAGE AND WESTERN ART MUSEUM OF SANTA BARBARA | ||||||||
| PO BOX 1587 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $8,000 | |
| CHALLENGED ATHLETES INC | ||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | SAN DIEGO TRIATHLON CHALLENGE | $40,000 | |
| CHELSEA'S LIGHT FOUNDATION | ||||||||
| 12463 RANCHO BERNARDO ROAD 519 | SAN DIEGO | CA | 92128 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $30,000 | |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | ||||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| DOMESTIC VIOLENCE SOLUTIONS FOR SANTA BARBARA COUNTY | ||||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | 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 | $12,500 | |
| ELINGS PARK FOUNDATION | ||||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| ENCHANTED FARM SANCTUARY INC | ||||||||
| 21830 NE HIGHWAY 240 | NEWBERG | OR | 97132 | NONE | APPLICATION PENDING | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| ENDOWMENT FOR YOUTH COMMITTEE | ||||||||
| 606 ALAMO PINTADO ROAD SUITE 3274 | SOLVANG | CA | 93427 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| FELLOWSHIP FOR PERFORMING ARTS | ||||||||
| 1674 BROADWAY SUITE 404 | NEW YORK | NY | 10019 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| FROSTED FACES FOUNDATION | ||||||||
| 1488 PINE STREET | RAMONA | CA | 92065 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,000 | |
| FUTURE TRADITIONS FOUNDATION | ||||||||
| 2911 LA COMBADURA ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| GIRLS INCORPORATED | ||||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| GOLF BEATS CANCER | ||||||||
| 3475 W OAK TRAIL ROAD | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,100 | |
| IMPACT HUB TRUST | ||||||||
| 220 2ND AVENUE SOUTH SUITE 203 | SEATTLE | WA | 98104 | NONE | PC | FIREFIGHTERS ALLIANCE / POP UP ENSEMBLE | $20,000 | |
| JOSEPHINE KERNES MEMORIAL POOL | ||||||||
| 15 PORTOLA AVENUE | MONTEREY | CA | 93940 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| KIWANIS FOUNDATION OF SANTA BARBARA | ||||||||
| PO BOX 773 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $250 | |
| LA CHURCH OF CHRIST | ||||||||
| 2310 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $6,000 | |
| LINCOLN CITY WARMING SHELTER | ||||||||
| PO BOX 198 | LINCOLN CITY | OR | 97367 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| NEW MILLENNIUM SECONDARY SCHOOL | ||||||||
| 1301 W 182ND STREET | GARDENA | CA | 90248 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $11,000 | |
| NOTES FOR NOTES INCORPORATED | ||||||||
| PO BOX 90632 | SANTA BARBARA | CA | 93190 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $7,500 | |
| OLD MISSION SANTA INES | ||||||||
| 1760 MISSION DRIVE | SOLVANG | CA | 93463 | 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 | $5,500 | |
| PALOMAR HEALTH FOUNDATION | ||||||||
| 960 CANTERBURY PLACE SUITE 200 | ESCONDIDO | CA | 92025 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| PANCAN | ||||||||
| 2141 ROSECRANS AVENUE SUITE 7000 | EL SEGUNDO | CA | 90245 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $20,000 | |
| PEDAL THE CAUSE | ||||||||
| 900 SPRUCE STREET SUITE 125 | ST LOUIS | MO | 63102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| PIERRE CLAEYSSENS VETERANS MUSEUM AND LIBRARY FOUNDATION | ||||||||
| 1187 COAST VILLAGE ROAD SUITE 1 334 | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $6,500 | |
| RADY CHILDREN'S HOSPITAL | ||||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| REINS OF HOPE | ||||||||
| PO BOX 1156 | OJAI | CA | 93024 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| RETURN TO FREEDOM | ||||||||
| PO BOX 926 | LOMPOC | CA | 93438 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION | ||||||||
| 1990 LAGUNA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| SAN MARCOS HIGH SCHOOL | ||||||||
| 4750 HOLLISTER AVEVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | BOYS SOCCER | $1,000 | |
| SANTA BARBARA BOWL FOUNDATION | ||||||||
| 1122 N MILPAS | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,000 | |
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | MEN'S AND WOMEN'S TRACK AND FIELD TEAM | $5,000 | ||
| SANTA BARBARA CITY COLLEGE | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | BASEBALL | $500 | ||
| SANTA BARBARA DANCE ALLIANCE | ||||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $4,500 | |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL | ||||||||
| 1528 CHAPALA STREET SUITE 203 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| SANTA BARBARA PREMIER WATER POLO | ||||||||
| 111 LA PAZ AVENUE | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| 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 | $5,660 | |
| SANTA YNEZ COTTAGE HOSPITAL | ||||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | NONE | PC | PATIENT CARE FUND | $1,350 | |
| SANTA YNEZ VALLEY HISTORICAL SOCIETY | ||||||||
| PO BOX 181 | SANTA YNEX | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| SANTA YNEZ VALLEY ROTARY CLUB | ||||||||
| PO BOX 121 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM | ||||||||
| PO BOX 256 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| SARAH HOUSE | ||||||||
| PO BOX 20031 | SANTA BARBARA | CA | 93120 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $6,000 | |
| SAVE THE WAVES COALITION | ||||||||
| PO BOX 183 3500 HIGHWAY ONE | DAVENPORT | CA | 95017 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $9,222 | |
| SOLANA BEACH SCHOOLS FOUNDATION | ||||||||
| 309 N RIOS AVENUE | SOLANA BEACH | CA | 92075 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| SOLVANG FESTIVAL THEATER | ||||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,500 | |
| SOLVANG FRIENDSHIP HOUSE | ||||||||
| 880 FRIENDSHIP LANE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| SPOT | ||||||||
| PO BOX 388 | SAN LUIS REY | CA | 92068 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| ST RAPHAEL SCHOOL | ||||||||
| 160 S JOSEPH STREET | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $23,000 | |
| ST VINCENT'S | ||||||||
| 4200 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,500 | |
| STAR JASMINE MUSIC FOUNDATION | ||||||||
| 126 COOPER | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $6,000 | |
| SYRIAN AMERICAN MEDICAL SOCIETY | ||||||||
| 1012 14TH STREET NW SUITE 1500 | WASHINGTON | DC | 20005 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $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 | $25,300 | |
| THE COLAB FOUNDATION | ||||||||
| PO BOX 7523 | SANTA MARIA | CA | 93456 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $12,500 | |
| THE UCSB FOUNDATION | ||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | NONE | PC | GUARDIAN SCHOLARS PROGRAM | $2,500 | BARBARA |
| THE WILDLING MUSEUM OF ART & NATURE | ||||||||
| 1511-B MISSION DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| UC REGENTS | ||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | NONE | PC | MEN'S WATER POLO | $5,000 | BARBARA |
| UCI MEDICAL CENTER | ||||||||
| 101 THE CITY DRIVE SOUTH BUILDING | ORANGE | CA | 92868 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | 56 |
| 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 | $10,000 | |
| UNITED WAY OF VENTURA COUNTY | ||||||||
| 702 COUNTY SQUARE DRIVE SUITE 100 | VENTURA | CA | 93003 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| VENTURA COUNTY COMMUNITY FOUNDATION | ||||||||
| 4001 MISSION OAKS BOULEVARD SUITE A | CAMARILLO | CA | 93012 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| VISITING NURSE AND HOSPICE CARE | ||||||||
| 509 E MONTECITO STREET SUITE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| WE SUPPORT THE TROOPS INC | ||||||||
| PO BOX 915 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $9,000 | |
| WESTSIDE BOYS & GIRLS CLUB SANTA BARBARA | ||||||||
| 602 W ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $489,182 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,494 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $609,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $609,021 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAMITZ BROOKS NIGHTINGALE ET AL | CategoryTxt |
| Amt | $23,607 | Amt |
| Net Investment Income | $11,804 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,804 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED:______________________________ PAUL S. SCHULTE PRESIDENT | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION UTILIZES THE SERVICES OF DEFINE FINANCIAL OF WHICH MR. TAYLOR SCHULTE IS FOUNDER AND CHIEF EXECUTIVE OFFICER; MR. SCHULTE IS THE SON OF PETER R. SCHULTE, THE VICE PRESIDENT OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $8,610,328 | $8,106,375 |
| PARTNERSHIP INVESTMENT - THE PINES RESORT | FMV | $995,864 | $998,864 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHLEY LOOK & GUTHRIE | CategoryTxt |
| Legal Fees | $2,160 | LegalFeesAmt |
| Net Investment Income | $1,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE-D&O | $2,728 | $1,364 | $1,364 |
| FILING FEES | $160 | $0 | $160 |
| OFFICE EXPENSE | $141 | $71 | $70 |
| PARTNERSHIP PASSTHU DED | $17 | $17 | $0 |
| PARTNERSHIP PASSTHU LOSS | $2,574 | $2,574 | $0 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| VIP FUTURES LP - ORANGE GARDEN | ||||||||||
| NONE | $2,037,000 | $310,201 | 1991-03 | 2029-03 | PAYABLE MONTHLY | 7.160000000000 | NONE | GENERAL | BEQUEST | $0 |
| VIP FUTURES LP - WESTERN GRDN | ||||||||||
| NONE | $1,091,000 | $166,139 | 1991-03 | 2029-03 | PAYABLE MONTHLY | 7.160000000000 | NONE | GENERAL | BEQUEST | $0 |
| ORANGE GARDENSWESTERN GARDENS | ||||||||||
| NONE | $735 | $0 | IMMEDIATELY | 0.000000000000 | NONE | GENERAL | CASH | $0 | ||
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $66,017 | Amt |
| Net Investment Income | $66,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments