RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-05
IRS object ID
201513099349100511
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-05T15:17:24-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770076647PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAMITZ BROOKS NIGHTINGALEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST CARRILLO STREET SUITE 303AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770452600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUDI SCHULTE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUDIBusinessNameControlTxt
Phone8054528114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 60921AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93160ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL S SCHULTEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8054528114PhoneNum
Signature2015-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MACAULAYPreparerPersonNm
PTINP00178796PTIN
Phone8059631837PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,212,514FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$350,414DividendsRevAndExpnssAmt
Dividends Net Invst Incm$350,414DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$126,911NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,881,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$298,611CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$477,325TotalRevAndExpnssAmt
Total Net Invst Incm$649,025TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$17,345LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,673LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$8,672LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,003AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,002AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,001AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$78,448OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$78,448OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,747TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,747TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,135OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,079OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,046OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$142,678TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,949TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,719TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$449,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$449,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$592,588TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,949TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$467,629TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$115,263ExcessRevenueOverExpensesAmt
Net Investment Income$529,076NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$456,209SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$520,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$520,988SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$34,441AcctRcvblAmt
Acct Rcvbl EOY$34,441AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$34,441AcctRcvblEOYFMVAmt
Rcvbl From Officers BOY$2,135RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$140RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$140RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$622,985OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$834,780OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$622,985OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$622,985OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$4,506,527CorporateStockBOYAmt
Corporate Stock EOY$4,819,082CorporateStockEOYAmt
Corporate Stock EOYFMV$4,819,082CorporateStockEOYFMVAmt
Corporate Bonds BOY$103,027CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Land Bldg Investments BOY$36,600LandBldgInvestmentsBOYAmt
Other Investments BOY$5,377,749OtherInvestmentsBOYAmt
Other Investments EOY$5,214,878OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,214,878OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,317,027TotalAssetsBOYAmt
Total Assets EOY$11,212,514TotalAssetsEOYAmt
Total Assets EOYFMV$11,212,514TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,317,027UnrestrictedBOYAmt
Unrestricted EOY$11,212,514UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,317,027TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,212,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,317,027TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,212,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,317,027TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$115,263ExcessRevenueOverExpensesAmt
Other Increases$10,750OtherIncreasesAmt
Subtotal$11,212,514SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,212,514TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY #119P2010-01-012014-12-31$890,562$874,165$16,397$16,397
FIDELITY #178P2010-01-012014-12-31$857,788$667,856$189,932$189,932
PASSTHROUGH LONG TERM GAINP2010-01-012014-12-31$3,143$3,143$3,143
MLP OUTSIDE BASISP2010-01-012014-12-31$79,336$79,336$79,336
APN 057-570-082, OAKHURST, CA 93644D2009-12-312014-04-17$36,000$40,741-$4,741-$4,741
CAPITAL GAINS DIVIDENDSP$14,544$14,544$14,544
FieldValueIRS element (for citing)
Capital Gain Net Income$298,611CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$424,274AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,758,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039437DistributionYr1Rt
Adjusted Qlfy Distri Yr2$398,256AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,380,817NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038365DistributionYr2Rt
Adjusted Qlfy Distri Yr3$419,290AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,130,639NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041388DistributionYr3Rt
Adjusted Qlfy Distri Yr4$419,831AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,676,720NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048386DistributionYr4Rt
Adjusted Qlfy Distri Yr5$207,162AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,923,569NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042076DistributionYr5Rt
Total Distribution0.209652TotalDistributionRt
Average Distribution0.041930AverageDistributionRt
Net Vl Noncharitable Assets$11,092,885NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$465,125AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,291NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$470,416AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$467,629QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,582InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,582SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,582TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,328EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$4,500AppliedToEsTaxAmt
Total Payments And Credits$13,828TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Overpayment$3,230OverpaymentAmt
Applied To ES Tax$3,230AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL SCHULTEIndividualWithBooksNm
Phone8056853052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 60921AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93160ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL S SCHULTE
200 E CARRILLO STE 303SANTA BARBARACA93101PRESIDENT1.00$0$0$0
PETER R SCHULTE
200 E CARRILLO STE 303SANTA BARBARACA93101VICE PRESIDENT1.00$0$0$0
SYLVIA M MOLONY
200 E CARRILLO STE 303SANTA BARBARACA93101ASSISTANT VP1.00$0$0$0
HENRY G SCHULTE
200 E CARRILLO STE 303SANTA BARBARACA93101SECTRY / TRSR1.00$0$0$0
MARK M AIJIAN
200 E CARRILLO STE 303SANTA BARBARACA93101DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,201,509AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$410,614AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,649,689FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,261,812TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,261,812AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$168,927CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,092,885NetVlNoncharitableAssetsAmt
Minimum Investment Return$554,644MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$554,644MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,582TaxBasedOnInvestmentIncomeAmt
Total Tax$10,582TotalTaxAmt
Distributable Before Adj$544,062DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$544,062DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$544,062DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$467,629ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$467,629QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$467,629AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$544,062DistributableAsAdjustedAmt
Undistributed Income PY$269,716UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$467,629QualifyingDistributionsAmt
Applied To Year1$269,716AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$197,913AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$346,149UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALOHA SPIRIT SB
PO BOX 6431SANTA BARBARACA93160NONEPCGENERAL$1,000
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
1725 OCEAN FRONT WALK APT 505SANTA MONICACA90401NONEPCGENERAL$17,000
AMERICAN CANCER SOCIETY
1432 CHAPALA STSANTA BARBARACA93101NONEPCGENERAL$500
ANGELS FOSTER FAMILY NETWORK
6160 FAIRMOUNT AVE SUITE HSAN DIEGOCA92120NONEPCGENERAL$5,000
ANIMAL RESCURE TEAM INC
875 CARRIAGE DRSOLVANGCA93463NONEPCGENERAL$500
ARIEL THEATRICAL INC
320 MAIN STREETSALINASCA93901NONEPCGENERAL$5,000
AVON BREAST CANCER WALK
DONATION OFFICE ONE AVON PLAZARYENY10580NONEPCGENERAL$1,000
BISHOP GARCIA DIEGO HIGH SCHOOL
4000 LA COLINA ROADSANTA BARBARACA93110NONEPCADOPT-A-STUDENT$40,500
BOYS AND GIRLS CLUB
602 WEST ANAPAMU STSANTA BARBARACA93101NONEPCGENERAL$10,000
BREAST CANCER CARE AND RESEARCH FUND
110 S FAIRFAX AVELOS ANGELESCA90036NONEPCGENERAL$250
BSA TROOP 105
5444 HOLLISTER AVESANTA BARBARACA93111NONEPCGENERAL$500
CALIFORNIA BOATING SAFETY OFFICERS ASSOCIATION
2419 E HARBOR BOLVD PMB7VENTURACA93001NONEPCGENERAL$500
CARRIAGE AND WESTERN ART MUSEUM OF SANTA BARBARA
129 CASTILLO ST PO BOX 1587SANTA BARBARACA93102NONEPCGENERAL$5,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121NONEPCGENERAL$5,000
CHELSEA'S LIGHT FOUNDATION
12463 RANCHO BERNARDO RD 519SAN DIEGOCA92128NONEPCGENERAL$30,000
CHILDRENS CANCER ASSOCIATION
1200 NW NATIO PARKWAY SUITE 140PORTLANDOR97209NONEPCGENERAL$1,000
CLARKE UNIVERSITY
1550 CLARKE DRIVEDUBUQUEIA52001NONEPCGENERAL$3,000
COLLINGS FOUNDATION
137 BARTON ROAD PO BOX 248STOWMA01775NONEPCGENERAL$2,500
COMMUNITY COACHING CENTER INC
PO BOX 720072SAN DIEGOCA92172NONEPCGENERAL$1,000
COMMUNITY MEMORIAL HEALTH SYSTEM
2474 EAST MAIN STREET SUITE E 210VENTURACA93003NONEPCHEALTHY WOMEN PROGRAM$1,000
CROHN'S & COLITIS FOUNDATION OF AMERICA
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCGENERAL$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEPCGENERAL$1,400
DOMESTIC VIOLENCE SOLUTIONS
PO BOX 1536SANTA BARBARACA93102NONEPCGENERAL$700
DOS PUEBLOS HIGH SCHOOL
7266 ALAMEDA AVEGOLETACA93117NONEPCGENERAL$250
DREAM FOUNDATION
1528 CHAPALA STREET SUITE 304SANTA BARBARACA93101NONEPCGENERAL$7,500
EWGA
300 AVENUE OF THE CHAMPIONS STE 140PALM BEACH GARDENSFL33418NONEPCGENERAL$1,000
FOCUS
603 PARK POINT DRIVEGENESEECO80401NONEPCGENERAL$700
FRIENDS OF SANTA BARBARA PUBLIC LIBRARY
PO BOX 1019SANTA BARBARACA93102NONEPCGENERAL$1,000
FROM THE HEART PRODUCTIONS
1455 MANDALAY BEACH RDOXNARD SHORESCA93035NONEPCGENERAL$5,000
FUTURE TRADITIONS FOUNDATION
2911 LA COMBADURASANTA BARBARACA93105NONEPCGENERAL$6,000
GALLANT FEW INC
PO BOX 1157ROANOKETX76262NONEPCGENERAL$500
GIRLS ROCK SB
1552B EUCALYPTUS HILL RDSANTA BARBARACA93103NONEPCGENERAL$2,000
GOLETA VALLEY BEAUTIFUL
PO BOX 6756GOLETACA93160NONEPCGENERAL$2,000
GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION
PO BOX 689SANTA BARBARACA93102NONEPCGENERAL$5,000
GREATER SANTA BARBARA ICE SKATING ASSOC
831 STATE STREETSANTA BARBRACA93102NONEPCGENERAL$5,000
HEARTS THERAPEUTIC
PO BOX 30662SANTA BARBARACA93130NONEPCGENERAL$1,000
HEMOPHILIA FOUNDATION OF SOCAL
6720 MELROSE AVENUEHOLLYWOODCA90038NONEPCGENERAL$2,000
HIGGINS & LANGLEY MEMORIAL AND EDUCATION
8 PELHAM RDASHEVILLENC28803NONEPCGENERAL$2,500
INCLUDE AUTISM
PO BOX 720072SAN DIEGOCA92172NONEPCGENERAL$28,000
IRISH HISTORICAL SOCIETY
991 FIFTH AVENUENEW YORKNY10028NONEPCGENERAL$4,000
KANALU
PO BOX 5248KANEOHEHI96744NONEPCGENERAL$15,000
LAUREN ASHLEY HERRERA MEMORIAL FOUNDATION
242 FIR TREE PLGOLETACA93117NONEPCGENERAL$1,000
MOUNTAIN VIEW SCHOOL FOUNDATION
311 E CARRILLO STREETSANTA BARBARACA93101NONEPCGENERAL$1,000
NATIONAL ASSOCIATION OF STATE BOATING
1500 LEESTOWN RD SUITE 330LEXINGTONKY40511NONEPCGENERAL$1,000
NATIONAL SAFE BOATING COUNCIL
PO BOX 509BRISTOWVA20136NONEPCGENERAL$1,000
NEW NOISE MUSIC FOUNDATION
17 EL PASEOSANTA BARBARACA93117NONEPCGENERAL$5,000
NEWTOWN PASADENA FOUNDATION
2259 COUNTRY CLUB DRIVEALTADENACA91001NONEPCGENERAL$1,000
NOTES FOR NOTES
PO BOX 90632SANTA BARBARACA93190NONEPCGENERAL$5,000
PANCREATIC CANCER ACTION NETWORK
2141 ROSECRANS AVE SUITE 7000EL SEGUNDOCA90245NONEPCGENERAL$40,000
PHOENIX PATRIOT FOUNDATION
PO BOX 7082SAN DIEGOCA92167NONEPCGENERAL$2,500
PLAZA PLAYHOUSE THEATER
4916 CARPINTERIA AVENUECARPINTERIACA93013NONEPCGENERAL$1,000
POVA
11319 CREEK ROADPOWAYCA92064NONEPCGENERAL$5,000
REALITY CARPINTERIA
10 E YANONALISANTA BARBARACA93101NONEPCGENERAL$500
ROCK SHOP ACADEMY
1109 DE LA VINA STSANTA BARBARACA93101NONEPCGENERAL$7,500
SAINT VINCENT DE PAUL
105 E DE LA GUERRASANTA BARBARACA93101NONEPCGENERAL$1,000
SAN ROQUE CATHOLIC CHURCH
325 ARGONNE CIRCLESANTA BARBARACA93105NONEPCGENERAL$900
SANTA BARBARA DANCE ALLIANCE
1330 STATE STREET SUITE 201SANTA BARBARACA93101NONEPCGENERAL$5,000
SANTA BARBARA FAMILY YMCA
36 HITCHCOCK WAYSANTA BARBARACA93105NONEPCGENERAL$2,000
SANTA BARBARA RESCUE MISSION
PO BOX 3130SANTA BARBARACA93130NONEPCGENERAL$5,000
SANTA BARBARA UNIFIED SCHOOL DISTRICT
720 SANTA BARBARA STSANTA BARBARACA93101NONEPCGENERAL$250
SANTA INES MISSION
1760 MISSION DRIVE PO BOX 408SOLVANGCA93464NONEPCPARISH KITCHEN REMODEL$1,000
SANTA YNEZ VALLEY EQUESTRIAN ASSOCIATION
PO BOX 207SANTA YNEZCA93460NONEPCGENERAL$500
SAVE THE WAVES COALITION
PO BOX 183DAVENPORTCA95017NONEPCGENERAL$1,000
SOLDIERS ANGELS
2700 NE LOOP 410 SUITE 310SAN ANTONIOTX78217NONEPCGENERAL$500
SOUTH COAST RAILROAD MUSEUM
300 N LOS CARNEROS ROADGOLETACA93117NONEPCGENERAL$1,000
SOUTHERN CALIFORNIA PGA
3333 CONCOURS ST BLDG 2 SUITE 2100ONTARIOCA91764NONEPCGENERAL$1,000
SPIRIT OF 76 FOUNDATION
PO BOX 30054SANTA BARBARACA93130NONEPCGENERAL$1,000
ST MARKS PARISH
6550 PICASSO ROADSANTA BARBARACA93117NONEPCGENERAL$1,000
ST RAFAEL'S YOUTH MINISTRY
5444 HOLLISTER AVESANTA BARBARACA93111NONEPCGENERAL$6,000
ST RAPHAEL SCHOOL
160 SAINT JOSEPHS STSANTA BARBARACA93111NONEPCGENERAL$31,800
STAR JASMINE FOUNDATION
631 1/2 N MILPASSANTA BARBARACA93103NONEPCGENERAL$5,000
STATION FOUNDATION
1627 WEST MAIN STREET SUITE 258BOZEMANMT59715NONEPCGENERAL$2,500
THE CALIFORNIA 4H FOUNDATION
2801 SECOND STDAVISCA95618NONEPCGENERAL$1,000
THE TEDDY BEAR CANCER FOUNDATION
133 E DE LA GUERRA STREET 163SANTA BARBARACA93101NONEPCGENERAL$15,300
THE UCSB FOUNDATION
UNIVERSITY OF CALIFORNIA SANTASANTA BARBARACA93106NONEPCGENERAL$1,000BARBARA
THE WAHINE PROJECT
514 12TH STREETPACIFIC GROVECA93950NONEPCGENERAL$2,000
TRANSITION HOUSE
425 EAST COTA STREETSANTA BARBARACA93101NONEPCGENERAL$1,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC0940LA JOLLACA92093NONEPCGENERAL$2,360
UNITED STUDIOS OF SELF DEFENSE
3971 STATE STSANTA BARBARACA93105NONEPCGENERAL$500
UNITY SHOPPE
1219 STATE STREETSANTA BARBARACA93101NONEPCGENERAL$500
USA WATER POLO INC
2124 MAIN ST STE 240HUNTINGTON BEACHCA92648NONEPCGENERAL$500
WESTVIEW FOUNDATION
13500 CAMINO DEL SURSAN DIEGOCA92129NONEPCGENERAL$32,000
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS66675NONEPCGENERAL$5,000
YOUNG AMERICA'S FOUNDATION
110 ELDEN STREETHERNDONVA20170NONEPCGENERAL$29,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$449,910TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$350,414ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$126,911ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$477,325ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$477,325TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDAMITZ BROOKS NIGHTINGALE ET ALCategoryTxt
Amt$16,003Amt
Net Investment Income$8,002NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,001DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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 PRESIDENTElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSERVICES FROM DISQUALIFIED PERSONIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VII-B, LINE 1A(4)FormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION UTILIZES THE SERVICES OF THE INVESTMENT ADVISORY FIRM DEFINE FINANCIAL; TAYLOR SCHULTE IS A PRINCIPAL OF THE INVESTMENT ADVISORY FIRM AND A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS THE USUAL AND CUSTOMARY FEES AS BILLED TO IT BY THIS ENTITY.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY #119 - COMMON STOCK$2,178,255$2,178,255
FIDELITY #178 - COMMON STOCK$2,640,827$2,640,827

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$4,219,199$4,219,199
PARTNERSHIP INVESTMENT - THE PINES RESORTFMV$995,679$995,679

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySCHLEY LOOK & GUTHRIECategoryTxt
Legal Fees$17,345LegalFeesAmt
Net Investment Income$8,673NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,672DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE-D&O$1,821$911$910
FILING FEES$85$0$85
OFFICE EXPENSE$111$50$51
REAL PROPERTY: TAXES$411$411$0
PARTNERSHIP PASSTHRU LOSS$12,009$12,009$0
PARTNERSHIP PASSTHRU DEDUCTIONS$9,422$9,422$0
PARTNERSHIP PASSTHRU SEC 1231 LOSS$276$276$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON MARKETABLE SECURITIESDesc
Amt$10,750Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (4 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
RUDI SCHULTE RESEARCH INSTITUTE
HEIR OF RUDI SCHULTE$941$9412009-122010-12IMMEDIATELY0.000000000000NONEGENERALINHERITED PROPERTY EXPENSE$0
VIP FUTURES LP - ORANGE GARDEN
NONE$2,037,000$405,0871991-032029-03PAYABLE MONTHLY7.160000000000NONEGENERALBEQUEST$0
VIP FUTURES LP - WESTERN GRDN
NONE$1,091,000$216,9571991-032029-03PAYABLE MONTHLY7.160000000000NONEGENERALBEQUEST$0
281 SCHULTE LLC
NONE$595,000$01991-032013-06PAYABLE MONTHLY4.500000000000NONEGENERALBEQUEST$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$78,448Amt
Net Investment Income$78,448NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$1,747$1,747$0
FEDERAL EXCISE TAX$5,000$0$0

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