RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349101058
- Schema version
- 2016v3.0
- 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
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2017-11-10T13:14:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 SCHULTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8054528114 | PhoneNum |
| Signature | 2017-11-08 | 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 | 2017-11-08 | IPDt |
| IP Tm | 17:48:21 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 126C55C33015076242EA3A1EA892F641F0A51BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,439,717 | 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 | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,806 | 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 | $300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $150 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,438 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,219 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,550 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,004 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $414,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $407,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $413,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $413,726 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $40 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $40 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $40 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $552,427 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $588,264 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $552,427 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $552,427 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,624,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,424,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,947,277 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,574,274 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,613,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,526,101 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $146 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,195,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,004,772 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,439,717 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,195,317 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,004,772 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,195,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,004,772 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,195,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,004,772 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,195,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,004,772 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,004,772 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY #119 | 2016-01-01 | 2016-12-31 | $40,282 | $40,282 | $40,282 | ||
| FIDELITY #119 | 2016-01-01 | 2016-12-31 | -$245 | -$245 | $245 | ||
| CAPITAL GAINS DIVIDENDS | $36,991 | $36,991 | $36,991 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,445 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,738,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $467,629 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,092,885 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042156 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $424,274 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,758,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039437 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $398,256 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,380,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038365 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $419,290 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,130,639 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041388 | DistributionYr5Rt |
| Total Distribution | 0.199847 | TotalDistributionRt |
| Average Distribution | 0.039969 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,133,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $405,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,270 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $407,291 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $414,073 | 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 | $2,270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,262 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,462 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,192 | OverpaymentAmt |
| Applied To ES Tax | $4,192 | 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 | PAUL SCHULTE | IndividualWithBooksNm |
| Phone | 8056853052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 60921 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93160 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $8,340,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $398,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,548,385 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,287,706 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,287,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,133,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $506,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $506,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,270 | TotalTaxAmt |
| Distributable Before Adj | $504,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $504,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $504,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $414,073 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $414,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,270 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $411,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $458,076 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $414,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $414,073 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $44,003 | Taxable2Amt |
| Undistributed Income CY | $504,400 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AHA ATTITUDE HARMONY ACHIEVEMENT | ||||||||
| 1209 DE LA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| ALOHA SPIRIT SB | ||||||||
| PO BOX 6431 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| ALPHA RESOURCE CENTER OF SANTA BARBARA | ||||||||
| 4501 CATHEDRAL OAKS RD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1432 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $800 | |
| ANGELS FOSTER FAMILY NETWORK | ||||||||
| 9295 FARNHAM STREET SUITE 200 | SAN DIEGO | CA | 92123 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,300 | |
| ANIMAL RESCUE TEAM INC | ||||||||
| 875 CARRIAGE DRIVE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| ARIEL THEATRICAL INC | ||||||||
| 320 MAIN STREET | SALINAS | CA | 93901 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $15,000 | |
| BISHOP GARCIA DIEGO HIGH SCHOOL | ||||||||
| 4000 LA COLINA ROAD | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $54,000 | |
| BUILDON | ||||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| CALIFORNIA BOATING SAFETY OFFICERS ASSOCIATION | ||||||||
| PO BOX 7 | VENTURA | CA | 93002 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| CALIFORNIA SURF LIFESAVING ASSOCIATION | ||||||||
| PO BOX 366 | HUNTINGTON BEACH | CA | 92648 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| 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 | $3,000 | |
| CHALLENGED ATHLETES INC | ||||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| CHELSEA'S LIGHT FOUNDATION | ||||||||
| 12463 RANCHO BERNARDO RD 519 | SAN DIEGO | CA | 92128 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $40,000 | |
| COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY | ||||||||
| 2601 SKYWAY DRIVE SUITE A3 | SANTA MARIA | CA | 93455 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | 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 | $2,000 | |
| DOS PUEBLOS HIGH SCHOOL | ||||||||
| 7266 ALAMEDA AVE | GOLETA | CA | 93117 | NONE | PC | BOYS BASKETBALL | $1,000 | |
| ELINGS PARK FOUNDATION | ||||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,500 | |
| ENDOWMENT FOR YOUTH COMMITTEE | ||||||||
| 606 ALAMO PINTADO RD ST 3274 | SOLVANG | CA | 93427 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| EXECUTIVE WOMEN'S GOLF ASSOCIATION INC | ||||||||
| 8895 NORTH MILITARY TRAILE STE 102E | PALM BEACH GARDENS | FL | 33410 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $4,500 | |
| FELLOWSHIP FOR PERFORMING ARTS | ||||||||
| 1674 BROADWAY SUITE 404 | NEW YORK | NY | 10019 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $800 | |
| FUTURE TRADITIONS FOUNDATION | ||||||||
| 2911 LA COMBADURA RD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST | ||||||||
| 1500 PALMA DRIVE SUITE 110 | VENTURA | CA | 93003 | NONE | PC | TROOP #505 | $500 | |
| GLOBAL LEADERSHIP CONNECTION | ||||||||
| PO BOX 902 | SANTA YNEZ | CA | 93460 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,500 | |
| GOLETA UNION SCHOOL DISTRICT | ||||||||
| 401 N FAIRVIEW AVE | GOLETA | CA | 93117 | NONE | GOV | IN FURTHERANCE OF EXEMPT PURPOSE | $2,000 | |
| GOLETA VALLEY BEAUTIFUL | ||||||||
| PO BOX 6756 | GOLETA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| HEMOPHILIA FOUNDATION OF SOUTHERN CALIFORNIA | ||||||||
| 959 E WALNUT ST STE 114 | PASADENA | CA | 91106 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| HIGGINS AND LANGLEY MEMORIAL AND EDUCATION FUND INC | ||||||||
| 12752 LEE RD | TRUCKEE | CA | 96161 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,000 | |
| HOWARD JARVIS TAXPAYERS FOUNDATION | ||||||||
| 30100 TOWN CENTER DR | LAGUNA NIGUEL | CA | 92677 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| INCLUDE AUTISM | ||||||||
| PO BOX 720072 | SAN DIEGO | CA | 92172 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| MAGIC FOUNDATION | ||||||||
| 4200 CANTERA DR SUITE 106 | WARRENVILLE | IL | 60555 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,000 | |
| MEDIA4GOOD INC | ||||||||
| 209 ANACAPA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | YOUTH INTERACTIVE | $6,000 | |
| MOUNTAIN VIEW SCHOOL FOUNDATION | ||||||||
| 311 E CARRILLO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| NATIONAL ASSOCIATION OF STATE BOATING LAW ADMINISTRATORS INC | ||||||||
| 1648 MCGRATHIANA PKWY STE 360 | LEXINGTON | KY | 40511 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| NATIONAL BOY SCOUTS OF AMERICA COUNCIL | ||||||||
| 1325 W WALNUT HILL | IRVING | TX | 75038 | NONE | PC | TROOP #105 | $500 | |
| NATIONAL SAFE BOATING COUNCIL INC | ||||||||
| 9500 TECHNOLOGY DRIVE SUITE 104 | MANASSAS | VA | 20110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| NATIONAL WATER SAFETY CONGRESS | ||||||||
| PO BOX 4132 | FRANKFORT | KY | 40604 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| NEW MILLENNIUM SECONDARY SCHOOL | ||||||||
| 1301 W 182ND ST | GARDENA | CA | 90248 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| NOTES FOR NOTES INCORPORATED | ||||||||
| PO BOX 90632 | SANTA BARBARA | CA | 93190 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $8,000 | |
| OLD MISSION SANTA INES SAINT VINCENT DE PAUL SOCIETY | ||||||||
| 1760 MISSION DRIVE PO BOX 408 | SOLVANG | CA | 93462 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| OLSEN MEMORIAL FUND | ||||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| ORGANIC SOUP KITCHEN | ||||||||
| 315 MEIGS ROAD | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $9,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| PAGE YOUTH CENTER | ||||||||
| 4540 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PC | SB BALLERS | $500 | |
| PANCREATIC CANCER ACTION NETWORK INC | ||||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $17,500 | |
| PARC INC | ||||||||
| 3190 TYRONE BOULEVARD NORTH | ST PETERSBURG | FL | 33710 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| PEABODY CHARTER SCHOOL INC | ||||||||
| 3018 CALLE NOGUERA | SANTA BARBARA | CA | 93105 | NONE | PC | SCIENCE TECHNOLOGY ENGINEERING MATH (STEM) CAMP | $500 | |
| PIERRE CLAEYSSENS VETERANS MUSEUM AND LIBRARY FOUNDATION | ||||||||
| 1187 COAST VILLAGE RD STE 1 334 | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,500 | |
| POWAY VALLEY THERAPEUTIC RIDING CENTER | ||||||||
| 13943 POWAY VALLEY RD | POWAY | CA | 92064 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INC | ||||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| REINS OF HOPE | ||||||||
| PO BOX 1156 | OJAI | CA | 93024 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| SAN MARCOS KIDS HELPING KIDS FOUNDATION | ||||||||
| C/O P ALLMAN CPA 1018 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $4,000 | |
| SAN ROQUE CONFERENCE OF SOCIETY OF SVDP | ||||||||
| 325 ARGONNE CIRCLE | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $400 | |
| SANTA BARBARA BLUES SOCIETY | ||||||||
| PO BOX 30853 | SANTA BARBARA | CA | 93130 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 1330 STATE ST STE 101 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| SANTA BARBARA DAWG | ||||||||
| 5480 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $250 | |
| SANTA BARBARA FAMILY YMCA | ||||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| SANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 5399 OVERPASS RD | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $250 | |
| SANTA BARBARA MEALS ON WHEELS INC | ||||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| SANTA BARBARA RESCUE MISSION | ||||||||
| 535 E YANONALI ST | 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 | $4,600 | |
| SAVE THE WAVES COALITION | ||||||||
| PO BOX 183 3500 HIGHWAY ONE | DAVENPORT | CA | 95017 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| SBCC FOUNDATION | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| SOLVANG FRIENDSHIP HOUSE | ||||||||
| 880 FRIENDSHIP LN | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| ST RAPHAEL CATHOLIC CHURCH | ||||||||
| 5444 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | YOUTH MINISTRY | $5,000 | |
| ST RAPHAEL SCHOOL | ||||||||
| 160 ST JOSEPH ST | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $4,000 | |
| ST VINCENT'S | ||||||||
| 4200 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,300 | |
| STAR JASMINE MUSIC FOUNDATION | ||||||||
| 126 COOPER | SANTA BARBARA | CA | 93109 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 | |
| TEDDY BEAR CANCER FOUNDATION | ||||||||
| 3892 STATE STREET STE 220 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $18,000 | |
| THE COLAB FOUNDATION | ||||||||
| PO BOX 7523 | SANTA MARIA | CA | 93456 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,500 | |
| THE DALMATIAN DREAMS FOUNDATION DBA DREAM FOUNDATION | ||||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $14,500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| THE WAHINE PROJECT | ||||||||
| PO BOX 51204 | PACIFIC GROVE | CA | 93950 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $14,000 | |
| THEATRE ROCKS INC | ||||||||
| PO BOX 26 | ENNIS | TX | 75120 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| TRANSITION HOUSE | ||||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $500 | |
| UC REGENTS | ||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | NONE | PC | MEN'S WATER POLO | $5,000 | BARBARA |
| UNITED BOYS AND GIRLS CLUBS OF GREATER SANTA BARBARA COUNTY | ||||||||
| PO BOX 1485 1124 CASTILLO STREET | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| UNITED WAY OF SANTA BARBARA COUNTY INC | ||||||||
| 320 E GUTIERREZ ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $2,000 | |
| VIETNAM VETERANS OF AMERICA INC | ||||||||
| PO BOX 4862 | SANTA BARBARA | CA | 93140 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $10,000 | |
| VISITING NURSE AND HOSPICE CARE | ||||||||
| 509 E MONTECITO ST STE 200 | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $1,000 | |
| WOMEN'S ATHLETIC PERFORMANCE FOUNDATION | ||||||||
| PO BOX 321 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $3,000 | |
| 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 | $407,700 | 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 | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,806 | 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 | $10,438 | Amt |
| Net Investment Income | $5,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,219 | 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 PAUL S. SCHULTE, THE PRESIDENT OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY #119 - COMMON STOCK | StockNm |
| EOY Book Value | $1,424,745 | EOYBookValueAmt |
| EOYFMV | $1,947,277 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $6,616,789 | $6,529,202 |
| PARTNERSHIP INVESTMENT - THE PINES RESORT | FMV | $996,899 | $996,899 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHLEY LOOK & GUTHRIE | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| EOY Book Value | $146 | EOYBookValueAmt |
| EOYFMV | $146 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE-D&O | $1,839 | $920 | $919 |
| FILING FEES | $85 | $0 | $85 |
| PARTNERSHIP PASSTHRU LOSS | $656 | $656 | $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 |
|---|---|---|---|---|---|---|---|---|---|---|
| RUDI SCHULTE RESEARCH INSTITUTE | ||||||||||
| HEIR OF RUDI SCHULTE | $941 | $0 | 2009-12 | 2010-12 | IMMEDIATELY | 0.000000000000 | NONE | GENERAL | INHERITED PROPERTY EXPENSE | $0 |
| VIP FUTURES LP - ORANGE GARDEN | ||||||||||
| NONE | $2,037,000 | $0 | 1991-03 | 2029-03 | PAYABLE MONTHLY | 7.160000000000 | NONE | GENERAL | BEQUEST | $0 |
| VIP FUTURES LP - WESTERN GRDN | ||||||||||
| NONE | $1,091,000 | $0 | 1991-03 | 2029-03 | PAYABLE MONTHLY | 7.160000000000 | NONE | GENERAL | BEQUEST | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $61,283 | Amt |
| Net Investment Income | $61,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,500 | $0 | $0 |
| FOREIGN TAXES PAID | $3,550 | $3,550 | $0 |
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