2016-11-10T15:37:55-06:00 2015-12-31 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2015-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 PO BOX 60921 SANTA BARBARA CA 93160 HENRY G SCHULTE SECRETARY/TREASURER 8054528114 2016-11-07 1 CATHERINE MACAULAY P00178796 8059631837 2015 2017-02-10 21:41:12Z X 10267807 X X 59 59 270317 270317 404846 560844 404846 675222 675222 0 0 0 2484 1242 1242 12900 6450 6450 78170 78170 0 13507 907 0 11425 10421 1004 118486 97190 8696 404749 404749 523235 97190 413445 151987 578032 520988 407867 407867 34441 140 40 40 588264 0 622985 588264 588264 4819082 1624872 2052637 5214878 7574274 7218999 11212514 10195317 10267807 0 0 X 11212514 10195317 11212514 10195317 11212514 10195317 11212514 151987 0 11364501 1169184 10195317 FIDELITY #119 P 2010-01-01 2015-12-31 150707 -150707 -150707 FIDELITY #178 P 2010-01-01 2015-12-31 374575 374575 374575 PASSTHROUGH LONG TERM GAIN P 2010-01-01 2015-12-31 138 138 138 MLP OUTSIDE BASIS P 2010-01-01 2015-12-31 176957 176957 176957 OTHER CAPITAL LOSS P 2010-01-01 2015-12-31 5291 -5291 -5291 CAPITAL GAINS DIVIDENDS P 9174 9174 9174 404846 0 467629 11092885 0.042156 424274 10758387 0.039437 398256 10380817 0.038365 419290 10130639 0.041388 419831 8676720 0.048386 0.209732 0.041946 10738662 450444 5780 456224 413445 11561 0 11561 0 11561 11330 3500 14830 X 7 3262 3262 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 0 1 0 0 0 0 0 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 8840296 477270 1584629 10902195 0 0 10902195 163533 10738662 536933 536933 11561 11561 525372 0 525372 0 525372 413445 0 413445 0 413445 525372 346149 0 0 413445 346149 0 0 67296 0 0 0 0 0 0 0 0 458076 0 0 0 X ADOPT A STUDENT SCHOLARSHIP 4000 LA COLINA ROAD SANTA BARBARA CA 93110 NONE PC GENERAL 36500 AMATEUR ATHLETIC UNION OF THE UNITED STATES INC 1725 OCEAN FRONT WALK APT 505 SANTA MONICA CA 90401 NONE PC GENERAL 5000 ARIEL THEATRICAL INC 320 MAIN STREET SALINAS CA 93901 NONE PC GENERAL 10000 ARTHRITIS RESEARCH CENTER FOUNDATION INC 1035 N EMPORIA ST STE 288 WHICITA KS 67214 NONE PC GENERAL 2000 BISHOP GARCIA DIEGO HIGH SCHOOL 4000 LA COLINA ROAD SANTA BARBARA CA 93110 NONE PC ADOPT-A-STUDENT 14000 BOYS AND GIRLS CLUB 602 WEST ANAPAMU ST SANTA BARBARA CA 93101 NONE PC GENERAL 6000 C K MCCLATCHY GRAPHIC DESIGN 3066 FREEPORT BLVD SACRAMENTO CA 95818 NONE PC GENERAL 2000 CALIFORNIA BOATING SAFETY OFFICERS ASSOCIATION 2419 E HARBOR BOLVD PMB7 VENTURA CA 93001 NONE PC GENERAL 1000 CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASSROOM 2300 RIVER PLAZA DRIVE SACRAMENTO CA 95833 NONE PC GENERAL 5000 CARRIAGE AND WESTERN ART MUSEUM OF SANTA BARBARA 129 CASTILLO ST PO BOX 1587 SANTA BARBARA CA 93102 NONE PC GENERAL 3500 CATHOLIC NEAR EAST WELFARE ASSOCIATION 1011 FIRST AVE NEW YORK NY 10022 NONE PC GENERAL 2000 CHANNEL ISLANDS MARINE AND WILDLIFE INSTITUTE INC PO BOX 4250 SANTA BARBARA CA 93140 NONE PC GENERAL 2000 CHELSEA'S LIGHT FOUNDATION 12463 RANCHO BERNARDO RD 519 SAN DIEGO CA 92128 NONE PC GENERAL 30000 COASTAL QUILTERS GUILD INC PO BOX 6341 SANTA BARBARA CA 93160 NONE PC GENERAL 1000 COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 NONE PC GENERAL 4000 DANCING UNDER THE STARS 4200 HARBOUR ISLAND LN OXNARD CA 93035 NONE PC GENERAL 750 DEL SUR EDUCATIONAL FOUNDATION 15665 PASEO DEL SUR SAN DIEGO CA 92127 NONE PC GENERAL 5000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 NONE PC GENERAL 1800 DREAM FOUNDATION 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 NONE PC GENERAL 10800 ELINGS PARK FOUNDATION 1298 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC GENERAL 1500 EMANUEL MEDICAL CENTER FOUNDATION PO BOX 4484 PORTLAND OR 97208 NONE PC GENERAL 5000 EWGA 300 AVENUE OF THE CHAMPIONS STE 140 PALM BEACH GARDENS FL 33418 NONE PC GENERAL 3000 FOODBANK OF SANTA BARBARA COUNTY 490 W FOSTER ROAD SANTA MARIA CA 93455 NONE PC GENERAL 500 FUTURE TRADITIONS FOUNDATION 2911 LA COMBADURA SANTA BARBARA CA 93105 NONE PC GENERAL 2500 GIRL SCOUT TROOP 50510 211 E VICTORIA ST STE E SANTA BARBARA CA 93101 NONE PC GENERAL 500 GIRLS ROCK SB 1552B EUCALYPTUS HILL RD SANTA BARBARA CA 93103 NONE PC GENERAL 2000 GOLETA UNION SCHOOL DISTRICT 401 N FAIRVIEW AVE GOLETA CA 93117 NONE PC GENERAL 1000 GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 NONE PC GENERAL 2500 GREATER SANTA BARBARA ICE SKATING ASSOC 831 STATE STREET SANTA BARBRA CA 93102 NONE PC GENERAL 16500 HANDS 4 OTHERS PO BOX 2490 ORANGE CA 92859 NONE PC GENERAL 500 HEMOPHILIA FOUNDATION OF SOCAL 6720 MELROSE AVENUE HOLLYWOOD CA 90038 NONE PC GENERAL 3000 HIGGINS & LANGLEY MEMORIAL AND EDUCATION 8 PELHAM RD ASHEVILLE NC 28803 NONE PC GENERAL 2000 HILLSIDE HOUSE 1235 VERONICA SPRINGS RD SANTA BARBARA CA 93105 NONE PC GENERAL 1000 INCLUDE AUTISM PO BOX 720072 SAN DIEGO CA 92172 NONE PC GENERAL 5000 INDIA PHILLIPS FOUNDATION 444 SOUTH CEDROS SUITE 195 SOLANA BEACH CA 92075 NONE PC GENERAL 2000 KIDS HELPING KIDS INC 110 LENOX AVENUE SUITE 206 STAMFORD CT 06906 NONE PC GENERAL 6000 LEWY BODY DEMENTIA ASSOCIATION INC 912 KILLIAN HILL ROAD SW LILBURN GA 30047 NONE PC GENERAL 2000 MEDIA4GOOD INC 209 ANACAPA ST SANTA BARBARA CA 93120 NONE PC GENERAL 2500 MEDICAL MISSIONS FOR CHILDREN INC 35 GETTY AVE BLDG 400 PATERSON NJ 07503 NONE PC GENERAL 1000 MORNING CREEK ELEMENTARY FOUNDATION 10925 MORNING CREEK DR SAN DIEGO CA 92128 NONE PC GENERAL 1000 MOUNTAIN VIEW SCHOOL FOUNDATION 311 E CARRILLO STREET SANTA BARBARA CA 93101 NONE PC GENERAL 8000 NATIONAL ASSOCIATION OF STATE BOATING 1500 LEESTOWN RD SUITE 330 LEXINGTON KY 40511 NONE PC GENERAL 1000 NATIONAL SAFE BOATING COUNCIL PO BOX 509 BRISTOW VA 20136 NONE PC GENERAL 500 NEW MILLENNIUM HIGH SCHOOL 1301 W 182ND ST GARDENA CA 90248 NONE PC BASKETBALL PROGRAM 1500 NOTES FOR NOTES PO BOX 90632 SANTA BARBARA CA 93190 NONE PC GENERAL 5000 OLD MISSION SANTA INES 1760 MISSION DRIVE SOLVANG CA 93463 NONE PC GENERAL 1200 ORGANIC SOUP KITCHEN 315 MEIGS ROAD SANTA BARBARA CA 93109 NONE PC GENERAL 2500 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC GENERAL 5000 PANCREATIC CANCER ACTION NETWORK 2141 ROSECRANS AVE SUITE 7000 EL SEGUNDO CA 90245 NONE PC GENERAL 43500 PEDAL THE CAUSE 900 SPRUCE ST SUITE 125 ST LOUIS MO 63102 NONE PC GENERAL 2000 PHOENIX PATRIOT FOUNDATION PO BOX 7082 SAN DIEGO CA 92167 NONE PC GENERAL 2500 ROCK SHOP ACADEMY 1109 DE LA VINA ST SANTA BARBARA CA 93101 NONE PC GENERAL 3500 RUN7ON7 FOUNDATION 14286-19 BEACH BOULEVARD 361 JACKSONVILLE FL 32250 NONE PC GENERAL 1000 SAGE CANYON SCHOOL 5290 HARVEST RUN DR SAN DIEGO CA 92130 NONE PC GENERAL 5000 SAINT VINCENT DE PAUL 105 E DE LA GUERRA SANTA BARBARA CA 93101 NONE PC GENERAL 5800 SANTA BARBARA BLUES SOCIETY PO BOX 30853 SANTA BARBARA CA 93130 NONE PC GENERAL 1500 SANTA BARBARA CENTER PERFORMING ARTS 1330 STATE STREET SUITE 101 SANTA BARBARA CA 93101 NONE PC GENERAL 1000 SANTA BARBARA DANCE ALLIANCE 1330 STATE STREET SUITE 201 SANTA BARBARA CA 93101 NONE PC GENERAL 2500 SANTA BARBARA FAMILY YMCA 36 HITCHCOCK WAY SANTA BARBARA CA 93105 NONE PC GENERAL 1000 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 NONE PC GENERAL 1000 SANTA BARBARA PREMIER WATER POLO 111 LA PAZ AVE SANTA BARBARA CA 93101 NONE PC GENERAL 5000 SANTA BARBARA RESCUE MISSION PO BOX 3130 SANTA BARBARA CA 93130 NONE PC GENERAL 5000 SANTA BARBARA TRACK CLUB PO BOX 321 GOLETA CA 93116 NONE PC GENERAL 1000 SANTA YNEZ COTTAGE HOSPITAL PO BOX 689 SANTA BARBARA CA 93102 NONE PC GENERAL 2000 SB RIDERS FOR VETERANS FOUNDATION 1300 VIA BRIGITTE SANTA BARBARA CA 93110 NONE PC GENERAL 299 SOUTH COAST RAILROAD MUSEUM 300 N LOS CARNEROS ROAD GOLETA CA 93117 NONE PC GENERAL 500 SPIRIT OF 76 FOUNDATION PO BOX 30054 SANTA BARBARA CA 93130 NONE PC GENERAL 1000 ST RAPHAEL SCHOOL 160 SAINT JOSEPHS ST SANTA BARBARA CA 93111 NONE PC GENERAL 6400 STAR JASMINE FOUNDATION 631 1/2 N MILPAS SANTA BARBARA CA 93103 NONE PC GENERAL 5000 THE LEUKEMIA & LYMPHOMA SOCIETY 1311 MAMARONECK AVENUE SUITE 310 WHITE PLAINS NY 10605 NONE PC GENERAL 500 THE TEDDY BEAR CANCER FOUNDATION 133 E DE LA GUERRA STREET 163 SANTA BARBARA CA 93101 NONE PC GENERAL 18500 THE WAHINE PROJECT 514 12TH STREET PACIFIC GROVE CA 93950 NONE PC GENERAL 3500 TOYMAKERS OF EAST LAKE 2690 TANGLEWOOD TRAIL PALM HARBOR FL 34685 NONE PC GENERAL 1000 UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE MC0940 LA JOLLA CA 92093 NONE PC GENERAL 2500 UNITED STUDIOS OF SELF DEFENSE 3971 STATE ST SANTA BARBARA CA 93105 NONE PC GENERAL 2500 UNITY SHOPPE 1219 STATE STREET SANTA BARBARA CA 93101 NONE PC GENERAL 8000 VIETNAM VETERANS OF AMERICA PO BOX 4862 SANTA BARBARA CA 93120 NONE PC GENERAL 1000 VISITING NURSE AND HOSPICE CARE 509 E MONTECITO ST SANTA BARBARA CA 93103 NONE PC GENERAL 1700 WESTERN FOUNDATION 439 CALLE SAN PABLO CAMARILLO CA 93012 NONE PC GENERAL 3000 WESTVIEW FOUNDATION 13500 CAMINO DEL SUR SAN DIEGO CA 92129 NONE PC GENERAL 18000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20170 NONE PC GENERAL 20000 404749 0 14 59 14 270317 18 404846 0 675222 0 675222 0 0 0 0 0 0 0 0 0 0 DAMITZ BROOKS NIGHTINGALE ET AL 12900 6450 6450 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 FIDELITY #119 - COMMON STOCK 1624872 2052637 FIDELITY #178 - COMMON STOCK 0 0 MUTUAL FUNDS AT COST 6576968 6221693 PARTNERSHIP INVESTMENT - THE PINES RESORT FMV 997306 997306 SCHLEY LOOK & GUTHRIE 2484 1242 1242 ADJUSTMENT TO REPORT ASSETS AT COST BASIS 1169184 INSURANCE-D&O 1838 919 919 FILING FEES 85 0 85 PARTNERSHIP PASSTHRU LOSS 8801 8801 0 PARTNERSHIP PASSTHRU DEDUCTIONS 412 412 0 PARTNERSHIP PASSTHRU SEC 1231 LOSS 289 289 0 RUDI SCHULTE RESEARCH INSTITUTE HEIR OF RUDI SCHULTE 941 941 2009-12 2010-12 IMMEDIATELY 0.000000000000 NONE GENERAL INHERITED PROPERTY EXPENSE 0 VIP FUTURES LP - ORANGE GARDEN NONE 2037000 382476 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 VIP FUTURES LP - WESTERN GRDN NONE 1091000 204847 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 INVESTMENT MANAGEMENT FEES 78170 78170 0 FOREIGN TAXES WITHHELD 907 907 0 FEDERAL EXCISE TAX 12600 0 0