2017-11-10T13:14:36-06:00 2016-12-31 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2016-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 PO BOX 60921 SANTA BARBARA CA 93160 PAUL SCHULTE PRESIDENT 8054528114 2017-11-08 1 CATHERINE MACAULAY P00178796 8059631837 216.64.156.34 2017-11-08 17:48:21 PS P 126C55C33015076242EA3A1EA892F641F0A51BAB 126C55C33015076242EA3A1EA892F641F0A51BAB 2016 2017-02-10 21:41:12Z X 10439717 X X 41 41 221737 221737 77028 77273 77028 298806 298806 0 0 0 300 150 150 10438 5219 5219 61283 61283 0 7050 3550 0 2580 1576 1004 81651 71778 6373 407700 407700 489351 71778 414073 -190545 227028 407867 413726 413726 40 40 40 552427 0 588264 552427 552427 1624872 1424745 1947277 7574274 7613688 7526101 0 146 146 10195317 10004772 10439717 0 0 X 10195317 10004772 10195317 10004772 10195317 10004772 10195317 -190545 0 10004772 0 10004772 FIDELITY #119 2016-01-01 2016-12-31 40282 40282 40282 FIDELITY #119 2016-01-01 2016-12-31 245 -245 -245 CAPITAL GAINS DIVIDENDS P 36991 36991 36991 77028 0 413445 10738662 0.038501 467629 11092885 0.042156 424274 10758387 0.039437 398256 10380817 0.038365 419290 10130639 0.041388 0.199847 0.039969 10133390 405021 2270 407291 414073 X 2270 0 2270 0 2270 3262 3200 6462 4192 4192 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PAUL SCHULTE 8056853052 PO BOX 60921 SANTA BARBARA CA 93160 0 0 1 1 1 0 0 0 0 1 2015 1 1 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 8340837 398484 1548385 10287706 0 0 10287706 154316 10133390 506670 506670 2270 2270 504400 0 504400 0 504400 414073 0 414073 2270 411803 504400 458076 0 0 414073 414073 0 0 0 0 0 0 0 0 0 0 44003 504400 0 0 0 X 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 1000 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 2500 AMERICAN CANCER SOCIETY 1432 CHAPALA ST SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 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 5300 ANIMAL RESCUE TEAM INC 875 CARRIAGE DRIVE SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2000 ARIEL THEATRICAL INC 320 MAIN STREET SALINAS CA 93901 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 15000 BISHOP GARCIA DIEGO HIGH SCHOOL 4000 LA COLINA ROAD SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 54000 BUILDON PO BOX 16741 STAMFORD CT 06905 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 10000 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 3000 CHALLENGED ATHLETES INC 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 CHELSEA'S LIGHT FOUNDATION 12463 RANCHO BERNARDO RD 519 SAN DIEGO CA 92128 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 40000 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 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 2000 DOS PUEBLOS HIGH SCHOOL 7266 ALAMEDA AVE GOLETA CA 93117 NONE PC BOYS BASKETBALL 1000 ELINGS PARK FOUNDATION 1298 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1500 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 4500 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 2500 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 1500 GOLETA UNION SCHOOL DISTRICT 401 N FAIRVIEW AVE GOLETA CA 93117 NONE GOV IN FURTHERANCE OF EXEMPT PURPOSE 2000 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 2000 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 3000 HOWARD JARVIS TAXPAYERS FOUNDATION 30100 TOWN CENTER DR LAGUNA NIGUEL CA 92677 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 INCLUDE AUTISM PO BOX 720072 SAN DIEGO CA 92172 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 10000 MAGIC FOUNDATION 4200 CANTERA DR SUITE 106 WARRENVILLE IL 60555 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3000 MEDIA4GOOD INC 209 ANACAPA STREET SANTA BARBARA CA 93101 NONE PC YOUTH INTERACTIVE 6000 MOUNTAIN VIEW SCHOOL FOUNDATION 311 E CARRILLO STREET SANTA BARBARA CA 93101 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 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 1000 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 1000 NATIONAL WATER SAFETY CONGRESS PO BOX 4132 FRANKFORT KY 40604 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 NEW MILLENNIUM SECONDARY SCHOOL 1301 W 182ND ST GARDENA CA 90248 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 10000 NOTES FOR NOTES INCORPORATED PO BOX 90632 SANTA BARBARA CA 93190 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 8000 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 1000 OLSEN MEMORIAL FUND PO BOX 60921 SANTA BARBARA CA 93160 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 ORGANIC SOUP KITCHEN 315 MEIGS ROAD SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 9000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 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 17500 PARC INC 3190 TYRONE BOULEVARD NORTH ST PETERSBURG FL 33710 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 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 3500 POWAY VALLEY THERAPEUTIC RIDING CENTER 13943 POWAY VALLEY RD POWAY CA 92064 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 10000 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 1000 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 4000 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 1000 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 2500 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 1000 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 5000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 4600 SAVE THE WAVES COALITION PO BOX 183 3500 HIGHWAY ONE DAVENPORT CA 95017 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 SBCC FOUNDATION 721 CLIFF DRIVE SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 SOLVANG FRIENDSHIP HOUSE 880 FRIENDSHIP LN SOLVANG CA 93463 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 ST RAPHAEL CATHOLIC CHURCH 5444 HOLLISTER AVE SANTA BARBARA CA 93111 NONE PC YOUTH MINISTRY 5000 ST RAPHAEL SCHOOL 160 ST JOSEPH ST SANTA BARBARA CA 93111 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 4000 ST VINCENT'S 4200 CALLE REAL SANTA BARBARA CA 93110 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3300 STAR JASMINE MUSIC FOUNDATION 126 COOPER SANTA BARBARA CA 93109 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 5000 TEDDY BEAR CANCER FOUNDATION 3892 STATE STREET STE 220 SANTA BARBARA CA 93105 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 18000 THE COLAB FOUNDATION PO BOX 7523 SANTA MARIA CA 93456 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 2500 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 14500 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 1000 THE WAHINE PROJECT PO BOX 51204 PACIFIC GROVE CA 93950 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 14000 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 BARBARA SANTA BARBARA CA 93106 NONE PC MEN'S WATER POLO 5000 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 1000 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 2000 VIETNAM VETERANS OF AMERICA INC PO BOX 4862 SANTA BARBARA CA 93140 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 10000 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 1000 WOMEN'S ATHLETIC PERFORMANCE FOUNDATION PO BOX 321 GOLETA CA 93116 NONE PC IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE 3000 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 407700 0 14 41 14 221737 18 77028 0 298806 0 298806 0 0 0 0 0 0 0 0 0 0 DAMITZ BROOKS NIGHTINGALE ET AL 10438 5219 5219 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 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. FIDELITY #119 - COMMON STOCK 1424745 1947277 MUTUAL FUNDS AT COST 6616789 6529202 PARTNERSHIP INVESTMENT - THE PINES RESORT FMV 996899 996899 SCHLEY LOOK & GUTHRIE 300 150 150 OTHER 146 146 INSURANCE-D&O 1839 920 919 FILING FEES 85 0 85 PARTNERSHIP PASSTHRU LOSS 656 656 0 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 2037000 0 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 VIP FUTURES LP - WESTERN GRDN NONE 1091000 0 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 INVESTMENT MANAGEMENT FEES 61283 61283 0 FEDERAL EXCISE TAX 3500 0 0 FOREIGN TAXES PAID 3550 3550 0