2025-02-17T16:43:48-08:00 2024-12-31 850964542 Conor P Donnelley CPA 12730 High Bluff Dr Ste 120 San Diego CA 92130 990PF 2024-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 PO BOX 60921 SANTA BARBARA CA 93160 PAUL S SCHULTE President 8054528114 2025-02-17 true true CONOR P DONNELLEY P00695730 8582993854 X 2024 2025-03-06 01:10:19Z X 10040167 X X 37358 37358 277513 277513 4408 4408 4408 -17321 301958 319279 12000 12000 65041 65041 11289 7573 3529 100 1836 1812 93695 72614 13912 438254 438254 531949 72614 452166 -229991 246665 295678 239226 239226 338 339 339 223494 267474 223494 223494 349 571 571 8959445 8829663 9576537 9523284 9293293 10040167 0 X 9523284 9293293 9523284 9293293 9523284 9293293 9523284 -229991 9293293 9293293 FIDELITY ST LOSS ON DISPOSITIONS P 2024-01-01 2024-12-31 735 -735 -735 FIDELITY LT LOSS ON DISPOSITIONS P 2023-01-01 2024-12-31 16586 -16586 -16586 Wash Sale 5697 -11624 3429 3429 3429 4000 4000 571 571 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 false 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 65041 8817770 477897 754996 10050663 0 10050663 150760 9899903 494995 494995 3429 3429 491566 491566 491566 452166 452166 491566 436816 452166 436816 0 15350 476216 X ARIEL THEATRICAL INC 320 MAIN STREET SALINAS CA 93901 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 5000 BREAST CANCER RESOURCE CENTER 55 HITCHCOCK WAY STE 101 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 CHALLENGED ATHLETES INC 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 DOS PUEBLOS HIGH SCHOOL 7266 ALAMEDA AVE GOLETA CA 93117 NONE PC BOYS BASKETBALL 5000 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 60000 SAFE FAMILIES FOR CHILDREN ALLIANCE 4300 W IRVING PARK RD CHICAGO IL 60641 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 SANTA BARBARA AUDUBON SOCIETY PO BOX 6737 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 SANTA BARBARA VETERANS FOUNDATION 3905 STATE STREET STE 7-328 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 20000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 8054 SANTA YNEZ COTTAGE HOSPITAL PO BOX 689 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 SANTA YNEZ VALLEY ROTARY CLUB PO BOX 121 SOLVANG CA 93464 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 10000 SOLVANG FRIENDSHIP HOUSE 880 FRIENDSHIP LANE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 7000 ST VINCENT'S SANTA BARBARA 4200 CALLE REAL SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3300 TEDDY BEAR CANCER FOUNDATION PO BOX 60921 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 15000 COLAB FOUNDATION PO BOX 7523 SANTA MARIA CA 93456 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 8000 WILDLING MUSEUM OF ART 1511-B MISSION DRIVE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 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 2500 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 20000 FELLOWSHIP FOR THE PERFORMING ARTS 630 NINTH AVE NEW YORK NY 10036 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 JASMINE STAR FOUNDATION 631 1/2 N MILPAS SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 TRANSITION HOUSE 425 E COTA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 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 25000 LOS PADRES COUNCIL BOY SCOUTS OF AM 4000 MODOC RD SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 PCPA FOUNDATION 237 TOWN CENTER WEST 106 SANTA MARIA CA 93458 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 VIKING CHARITIES INC PO BOX 293 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 WREATHS ACROSS AMERICA PO BOX 249 4 POINT STREET COLUMBIA FALLS ME 04623 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 ANGELS FOSTER CARE 3905 STATE ST 7-115 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2950 ATLAS ANIMAL RESCUE 4650 FAROUSSE WAY PASO ROBLES CA 93446 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 CENTRAL COAST JUNIOR GOLF INC PO BOX 6261 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 FREEDOM 4 YOUTH PO BOX 2096 SANTA BARBARA CA 93120 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 NORTH SHORE SURFING MUSEUM PO BOX 1182 WAIALUA HI 96791 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 K-9 PLACEMENT AND ASSISTANCE PO BOX 60755 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 PEDAL THE CAUSE 2445 FIFTH AVE STE 345 SAN DIEGO CA 92101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 SANTA BARBARA COUNTY VETERANS 400 W PARK AVE SANTA MARIA CA 93458 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 UC SAN DIEGO FOUNDATION 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 UNITED BOYS AND GIRLS CLUB PO BOX 1485 SANTA BARBARA CA 93102 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 ALABASTER JAR PROJECT PO BOX 501378 SAN DIEGO CA 92150 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 20000 CALIFORNIA SURF MUSEUM 312 PIER VIEW WAY OCEANSIDE CA 92054 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 COMMUNIFY 5638 HOLLISTER STE 230 GOLETA CA 93117 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 FELLOWSHIP OF CHRISTIAN ATHLETES - 2600 STEWART AVE STE 272 WAUSAU WI 54401 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1200 FRIENDS OF SUNSET BEACH 58-030 KAPUAI PL HALEIWA HI 96712 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 GRAND-PAWS SENIOR SANCTUARY PO BOX 513 ACTON CA 93510 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 HEARTS ALIGNED INC PO BOX 901 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 ST RAPHAEL SCHOOL 160 SAINT JOSEPHS ST SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 4000 STRONGHOLD RESCUE RELIEF PO BOX 493 MENOMONEE FALLS WI 53052 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 SYV COMMUNITY OUTREACH PO BOX 1946 BUELLTON CA 93427 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 THE 9 FOUNDATION 4985 TROCHA WAY SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 THE RAVI SHASHI BELLARE ARTS FOUNDA 14865 SUMMIT TRAIL RD CHINO HILLS CA 91709 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 UNITE TO LIGHT 1117 STATE ST 19 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 WALDORF SCHOOL OF SANTA BARBARA PO BOX 788 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 13500 BELLOSGUARDO FOUNDATION 1407 E CABRILLO BLVD SANTA BARBARA CA 93108 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2250 CHRISTIANS SEEKING JUSTICE 1148 PULASKI HWY STE 343 BEAR DE 19701 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5500 FIRST BAPTIST CHURCH OF SANTA BARBA 949 VERONICA SPRINGS RD SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 FLORA VISTA ELEMENTARY PTA 1690 WANDERING RD ENCINITAS CA 92024 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 10000 GRACE FISHER FOUNDATION 121 S HOPE AVE UNIT F118 SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 NATURE TRACK FOUNDATION PO BOX 953 LOS OLIVOS CA 93441 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2000 OLD MISSION SANTA INES PO BOX 408 SOLVANG CA 93464 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 OPEN HEARTS FOR ORPHANS PO BOX 8074 DELRAY BEACH FL 33482 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 2500 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL STE 1290 SACRAMENTO CA 95814 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 3000 SB CNTY FIREFIGHTERS BENEVOLENT FDN PO BOX 6618 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 1000 SOLEPURPOSE FOUNDATION INC 1632 E CLASSICAL BLVD DELRAY BEACH FL 33445 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 THE UCLA FOUNDATION 10889 WILSHIRE BLVD STE 1100 LOS ANGELES CA 90024 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 7000 TRINITY LUTHERAN SCHOOL 400 N SWINTON AVE DELRAY BEACH FL 33444 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 6000 VTLT FOUNDATION 29 W MICHELTORENA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE 5000 438254 14 37358 14 277513 16 4408 18 -17321 301958 301958 false false false false false false false false false false CONOR P. DONNELLEY CPA 12000 0 0 12000 BOND FUNDS FMV 2290727 2111052 EXCHANGE TRADED FUNDS FMV 6007434 6933983 BANK FEES 6 6 INSURANCE-D&O 1806 1806 PENALTIES 24 ASSET MANAGEMENT 65041 65041 0 0 FEDERAL EXCISE TAX 3429 STATE TAXES AND FEES 100 100