2019-05-09T16:36:26-05:00 2018-12-31 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2018-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 C/O 200 E CARRILLO ST STE 303 SANTA BARBARA CA 93101 PAUL SCHULTE PRESIDENT 8054528114 2019-04-29 1 CATHERINE MACAULAY P00178796 8059631837 216.64.156.34 2019-04-29 07:14:45 PD P 061578F6B82AE0B9395A892403240D8D3010831C D4F89E78E465368889BB483E491D42BE848D7349 2018 2019-02-21 02:37:17Z X X 9923549 X X 4494 4494 216783 216783 387744 387744 387744 609021 609021 0 0 0 2160 1080 1080 23607 11804 11804 66017 66017 0 8000 0 0 5620 4026 1594 105404 82927 14478 489182 489182 594586 82927 503660 14435 526094 380994 341240 341240 340 730 730 476340 0 515099 476340 476340 300103 0 0 9213531 9606192 9105239 10410067 10424502 9923549 0 0 X 10410067 10424502 0 0 0 0 10410067 10424502 10410067 10424502 10410067 14435 0 10424502 0 10424502 FIDELITY #119 2018-01-01 2018-12-31 271901 271901 271901 FIDELITY #119 2018-01-01 2018-12-31 8819 8819 8819 CAPITAL GAINS DIVIDENDS P 107024 107024 107024 387744 0 556101 10698323 0.051980 411803 10133390 0.040638 413445 10738662 0.038501 467629 11092885 0.042156 424274 10758387 0.039437 0.212712 0.042542 10656891 453365 5261 458626 503660 X 5261 0 5261 0 5261 17164 0 0 17164 0 11903 11903 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A DAMITZ BROOKS NIGHTINGALE ET AL 8059631837 200 E CARRILLO ST STE 303 SANTA BARBARA CA 93101 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 9006017 340957 1472205 10819179 0 0 10819179 162288 10656891 532845 532845 5261 5261 527584 0 527584 0 527584 503660 0 503660 5261 498399 527584 463159 0 0 503660 463159 0 0 40501 0 0 0 0 0 0 0 0 487083 0 0 0 X A COMPAS PO BOX 30594 SANTA BARBARA CA 93130 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 ARTS MENTORSHIP PROGRAM 531 E COTA STREET SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 BISHOP GARCIA DIEGO HIGH SCHOOL 4000 LA COLINA ROAD SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 22000 BOYS AND GIRLS CLUB 602 W ANAPAMU STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 7300 BREAST CANCER RESOURCE CENTER 525 WEST JUNIPERO STREET SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 C K MCCLATCHY HIGH SCHOOL 3066 FREEPORT BOULEVARD SACRAMENTO CA 95818 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 CAMP KESEM 10586 W PICO BOULEVARD 196 LOS ANGELES CA 90064 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 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 8000 CHALLENGED ATHLETES INC 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC SAN DIEGO TRIATHLON CHALLENGE 40000 CHELSEA'S LIGHT FOUNDATION 12463 RANCHO BERNARDO ROAD 519 SAN DIEGO CA 92128 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 30000 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 1000 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 1000 DREAM FOUNDATION 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 12500 ELINGS PARK FOUNDATION 1298 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 ENCHANTED FARM SANCTUARY INC 21830 NE HIGHWAY 240 NEWBERG OR 97132 NONE APPLICATION PENDING IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 10000 ENDOWMENT FOR YOUTH COMMITTEE 606 ALAMO PINTADO ROAD SUITE 3274 SOLVANG CA 93427 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 FELLOWSHIP FOR PERFORMING ARTS 1674 BROADWAY SUITE 404 NEW YORK NY 10019 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 FROSTED FACES FOUNDATION 1488 PINE STREET RAMONA CA 92065 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3000 FUTURE TRADITIONS FOUNDATION 2911 LA COMBADURA ROAD SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 GIRLS INCORPORATED PO BOX 236 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 GOLF BEATS CANCER 3475 W OAK TRAIL ROAD SANTA YNEZ CA 93460 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5100 IMPACT HUB TRUST 220 2ND AVENUE SOUTH SUITE 203 SEATTLE WA 98104 NONE PC FIREFIGHTERS ALLIANCE / POP UP ENSEMBLE 20000 JOSEPHINE KERNES MEMORIAL POOL 15 PORTOLA AVENUE MONTEREY CA 93940 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 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 6000 LINCOLN CITY WARMING SHELTER PO BOX 198 LINCOLN CITY OR 97367 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 NEW MILLENNIUM SECONDARY SCHOOL 1301 W 182ND STREET GARDENA CA 90248 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 11000 NOTES FOR NOTES INCORPORATED PO BOX 90632 SANTA BARBARA CA 93190 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 7500 OLD MISSION SANTA INES 1760 MISSION DRIVE SOLVANG CA 93463 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 5500 PALOMAR HEALTH FOUNDATION 960 CANTERBURY PLACE SUITE 200 ESCONDIDO CA 92025 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 20000 PANCAN 2141 ROSECRANS AVENUE SUITE 7000 EL SEGUNDO CA 90245 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 20000 PEDAL THE CAUSE 900 SPRUCE STREET SUITE 125 ST LOUIS MO 63102 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 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 6500 RADY CHILDREN'S HOSPITAL 3020 CHILDRENS WAY SAN DIEGO CA 92123 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 REINS OF HOPE PO BOX 1156 OJAI CA 93024 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 RETURN TO FREEDOM PO BOX 926 LOMPOC CA 93438 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION 1990 LAGUNA STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 SAN MARCOS HIGH SCHOOL 4750 HOLLISTER AVEVENUE SANTA BARBARA CA 93110 NONE PC BOYS SOCCER 1000 SANTA BARBARA BOWL FOUNDATION 1122 N MILPAS SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3000 SANTA BARBARA CITY COLLEGE 721 CLIFF DRIVE SANTA BARBARA CA 93109 NONE MEN'S AND WOMEN'S TRACK AND FIELD TEAM 5000 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 4500 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 1000 SANTA BARBARA PREMIER WATER POLO 111 LA PAZ AVENUE SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 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 5660 SANTA YNEZ COTTAGE HOSPITAL PO BOX 689 SANTA BARBARA CA 93102 NONE PC PATIENT CARE FUND 1350 SANTA YNEZ VALLEY HISTORICAL SOCIETY PO BOX 181 SANTA YNEX CA 93460 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 SANTA YNEZ VALLEY ROTARY CLUB PO BOX 121 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM PO BOX 256 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 SARAH HOUSE PO BOX 20031 SANTA BARBARA CA 93120 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 6000 SAVE THE WAVES COALITION PO BOX 183 3500 HIGHWAY ONE DAVENPORT CA 95017 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 9222 SOLANA BEACH SCHOOLS FOUNDATION 309 N RIOS AVENUE SOLANA BEACH CA 92075 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 SOLVANG FESTIVAL THEATER PO BOX 917 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3500 SOLVANG FRIENDSHIP HOUSE 880 FRIENDSHIP LANE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 SPOT PO BOX 388 SAN LUIS REY CA 92068 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 ST RAPHAEL SCHOOL 160 S JOSEPH STREET SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 23000 ST VINCENT'S 4200 CALLE REAL SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3500 STAR JASMINE MUSIC FOUNDATION 126 COOPER SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 6000 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 25300 THE COLAB FOUNDATION PO BOX 7523 SANTA MARIA CA 93456 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 12500 THE UCSB FOUNDATION UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 NONE PC GUARDIAN SCHOLARS PROGRAM 2500 THE WILDLING MUSEUM OF ART & NATURE 1511-B MISSION DRIVE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 UC REGENTS UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 NONE PC MEN'S WATER POLO 5000 UCI MEDICAL CENTER 101 THE CITY DRIVE SOUTH BUILDING 56 ORANGE CA 92868 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 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 10000 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 1000 VENTURA COUNTY COMMUNITY FOUNDATION 4001 MISSION OAKS BOULEVARD SUITE A CAMARILLO CA 93012 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 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 2500 WE SUPPORT THE TROOPS INC PO BOX 915 SANTA YNEZ CA 93460 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 9000 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 10000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SUITE 600 RESTON VA 20191 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 30000 489182 0 14 4494 14 216783 18 387744 0 609021 0 609021 0 0 0 0 0 0 0 0 0 0 DAMITZ BROOKS NIGHTINGALE ET AL 23607 11804 11804 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 FORM 990-PF, PART VII-B, LINE 1A(4) 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. MUTUAL FUNDS AT COST 8610328 8106375 PARTNERSHIP INVESTMENT - THE PINES RESORT FMV 995864 998864 SCHLEY LOOK & GUTHRIE 2160 1080 1080 INSURANCE-D&O 2728 1364 1364 FILING FEES 160 0 160 OFFICE EXPENSE 141 71 70 PARTNERSHIP PASSTHU DED 17 17 0 PARTNERSHIP PASSTHU LOSS 2574 2574 0 VIP FUTURES LP - ORANGE GARDEN NONE 2037000 310201 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 VIP FUTURES LP - WESTERN GRDN NONE 1091000 166139 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 INVESTMENT MANAGEMENT FEES 66017 66017 0 FEDERAL EXCISE TAX 8000 0 0