2015-11-05T15:17:24-06:00 2014-12-31 770076647 DAMITZ BROOKS NIGHTINGALE 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2014-01-01 770452600 RUDI SCHULTE FAMILY FOUNDATION RUDI 8054528114 PO BOX 60921 SANTA BARBARA CA 93160 PAUL S SCHULTE PRESIDENT 8054528114 2015-10-31 1 CATHERINE MACAULAY P00178796 8059631837 2014 2016-03-07 17:11:31Z X 11212514 X X 350414 350414 126911 1881373 298611 477325 649025 0 0 0 17345 8673 8672 16003 8002 8001 78448 78448 0 6747 1747 0 24135 23079 1046 142678 119949 17719 449910 449910 592588 119949 467629 -115263 529076 456209 520988 520988 34441 34441 34441 2135 140 140 622985 0 834780 622985 622985 4506527 4819082 4819082 103027 0 0 36600 5377749 5214878 5214878 11317027 11212514 11212514 0 0 X 11317027 11212514 11317027 11212514 11317027 11212514 11317027 -115263 10750 11212514 0 11212514 FIDELITY #119 P 2010-01-01 2014-12-31 890562 874165 16397 16397 FIDELITY #178 P 2010-01-01 2014-12-31 857788 667856 189932 189932 PASSTHROUGH LONG TERM GAIN P 2010-01-01 2014-12-31 3143 3143 3143 MLP OUTSIDE BASIS P 2010-01-01 2014-12-31 79336 79336 79336 APN 057-570-082, OAKHURST, CA 93644 D 2009-12-31 2014-04-17 36000 40741 -4741 -4741 CAPITAL GAINS DIVIDENDS P 14544 14544 14544 298611 0 424274 10758387 0.039437 398256 10380817 0.038365 419290 10130639 0.041388 419831 8676720 0.048386 207162 4923569 0.042076 0.209652 0.041930 11092885 465125 5291 470416 467629 10582 0 10582 0 10582 9328 4500 13828 X 16 3230 3230 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 9201509 410614 1649689 11261812 0 0 11261812 168927 11092885 554644 554644 10582 10582 544062 0 544062 0 544062 467629 0 467629 0 467629 544062 269716 0 0 467629 269716 0 0 197913 0 0 0 0 0 0 0 0 346149 0 0 0 X ALOHA SPIRIT SB PO BOX 6431 SANTA BARBARA CA 93160 NONE PC GENERAL 1000 AMATEUR ATHLETIC UNION OF THE UNITED STATES INC 1725 OCEAN FRONT WALK APT 505 SANTA MONICA CA 90401 NONE PC GENERAL 17000 AMERICAN CANCER SOCIETY 1432 CHAPALA ST SANTA BARBARA CA 93101 NONE PC GENERAL 500 ANGELS FOSTER FAMILY NETWORK 6160 FAIRMOUNT AVE SUITE H SAN DIEGO CA 92120 NONE PC GENERAL 5000 ANIMAL RESCURE TEAM INC 875 CARRIAGE DR SOLVANG CA 93463 NONE PC GENERAL 500 ARIEL THEATRICAL INC 320 MAIN STREET SALINAS CA 93901 NONE PC GENERAL 5000 AVON BREAST CANCER WALK DONATION OFFICE ONE AVON PLAZA RYE NY 10580 NONE PC GENERAL 1000 BISHOP GARCIA DIEGO HIGH SCHOOL 4000 LA COLINA ROAD SANTA BARBARA CA 93110 NONE PC ADOPT-A-STUDENT 40500 BOYS AND GIRLS CLUB 602 WEST ANAPAMU ST SANTA BARBARA CA 93101 NONE PC GENERAL 10000 BREAST CANCER CARE AND RESEARCH FUND 110 S FAIRFAX AVE LOS ANGELES CA 90036 NONE PC GENERAL 250 BSA TROOP 105 5444 HOLLISTER AVE SANTA BARBARA CA 93111 NONE PC GENERAL 500 CALIFORNIA BOATING SAFETY OFFICERS ASSOCIATION 2419 E HARBOR BOLVD PMB7 VENTURA CA 93001 NONE PC GENERAL 500 CARRIAGE AND WESTERN ART MUSEUM OF SANTA BARBARA 129 CASTILLO ST PO BOX 1587 SANTA BARBARA CA 93102 NONE PC GENERAL 5000 CHALLENGED ATHLETES FOUNDATION 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC GENERAL 5000 CHELSEA'S LIGHT FOUNDATION 12463 RANCHO BERNARDO RD 519 SAN DIEGO CA 92128 NONE PC GENERAL 30000 CHILDRENS CANCER ASSOCIATION 1200 NW NATIO PARKWAY SUITE 140 PORTLAND OR 97209 NONE PC GENERAL 1000 CLARKE UNIVERSITY 1550 CLARKE DRIVE DUBUQUE IA 52001 NONE PC GENERAL 3000 COLLINGS FOUNDATION 137 BARTON ROAD PO BOX 248 STOW MA 01775 NONE PC GENERAL 2500 COMMUNITY COACHING CENTER INC PO BOX 720072 SAN DIEGO CA 92172 NONE PC GENERAL 1000 COMMUNITY MEMORIAL HEALTH SYSTEM 2474 EAST MAIN STREET SUITE E 210 VENTURA CA 93003 NONE PC HEALTHY WOMEN PROGRAM 1000 CROHN'S & COLITIS FOUNDATION OF AMERICA 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 NONE PC GENERAL 1000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 NONE PC GENERAL 1400 DOMESTIC VIOLENCE SOLUTIONS PO BOX 1536 SANTA BARBARA CA 93102 NONE PC GENERAL 700 DOS PUEBLOS HIGH SCHOOL 7266 ALAMEDA AVE GOLETA CA 93117 NONE PC GENERAL 250 DREAM FOUNDATION 1528 CHAPALA STREET SUITE 304 SANTA BARBARA CA 93101 NONE PC GENERAL 7500 EWGA 300 AVENUE OF THE CHAMPIONS STE 140 PALM BEACH GARDENS FL 33418 NONE PC GENERAL 1000 FOCUS 603 PARK POINT DRIVE GENESEE CO 80401 NONE PC GENERAL 700 FRIENDS OF SANTA BARBARA PUBLIC LIBRARY PO BOX 1019 SANTA BARBARA CA 93102 NONE PC GENERAL 1000 FROM THE HEART PRODUCTIONS 1455 MANDALAY BEACH RD OXNARD SHORES CA 93035 NONE PC GENERAL 5000 FUTURE TRADITIONS FOUNDATION 2911 LA COMBADURA SANTA BARBARA CA 93105 NONE PC GENERAL 6000 GALLANT FEW INC PO BOX 1157 ROANOKE TX 76262 NONE PC GENERAL 500 GIRLS ROCK SB 1552B EUCALYPTUS HILL RD SANTA BARBARA CA 93103 NONE PC GENERAL 2000 GOLETA VALLEY BEAUTIFUL PO BOX 6756 GOLETA CA 93160 NONE PC GENERAL 2000 GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 NONE PC GENERAL 5000 GREATER SANTA BARBARA ICE SKATING ASSOC 831 STATE STREET SANTA BARBRA CA 93102 NONE PC GENERAL 5000 HEARTS THERAPEUTIC PO BOX 30662 SANTA BARBARA CA 93130 NONE PC GENERAL 1000 HEMOPHILIA FOUNDATION OF SOCAL 6720 MELROSE AVENUE HOLLYWOOD CA 90038 NONE PC GENERAL 2000 HIGGINS & LANGLEY MEMORIAL AND EDUCATION 8 PELHAM RD ASHEVILLE NC 28803 NONE PC GENERAL 2500 INCLUDE AUTISM PO BOX 720072 SAN DIEGO CA 92172 NONE PC GENERAL 28000 IRISH HISTORICAL SOCIETY 991 FIFTH AVENUE NEW YORK NY 10028 NONE PC GENERAL 4000 KANALU PO BOX 5248 KANEOHE HI 96744 NONE PC GENERAL 15000 LAUREN ASHLEY HERRERA MEMORIAL FOUNDATION 242 FIR TREE PL GOLETA CA 93117 NONE PC GENERAL 1000 MOUNTAIN VIEW SCHOOL FOUNDATION 311 E CARRILLO STREET SANTA BARBARA CA 93101 NONE PC GENERAL 1000 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 1000 NEW NOISE MUSIC FOUNDATION 17 EL PASEO SANTA BARBARA CA 93117 NONE PC GENERAL 5000 NEWTOWN PASADENA FOUNDATION 2259 COUNTRY CLUB DRIVE ALTADENA CA 91001 NONE PC GENERAL 1000 NOTES FOR NOTES PO BOX 90632 SANTA BARBARA CA 93190 NONE PC GENERAL 5000 PANCREATIC CANCER ACTION NETWORK 2141 ROSECRANS AVE SUITE 7000 EL SEGUNDO CA 90245 NONE PC GENERAL 40000 PHOENIX PATRIOT FOUNDATION PO BOX 7082 SAN DIEGO CA 92167 NONE PC GENERAL 2500 PLAZA PLAYHOUSE THEATER 4916 CARPINTERIA AVENUE CARPINTERIA CA 93013 NONE PC GENERAL 1000 POVA 11319 CREEK ROAD POWAY CA 92064 NONE PC GENERAL 5000 REALITY CARPINTERIA 10 E YANONALI SANTA BARBARA CA 93101 NONE PC GENERAL 500 ROCK SHOP ACADEMY 1109 DE LA VINA ST SANTA BARBARA CA 93101 NONE PC GENERAL 7500 SAINT VINCENT DE PAUL 105 E DE LA GUERRA SANTA BARBARA CA 93101 NONE PC GENERAL 1000 SAN ROQUE CATHOLIC CHURCH 325 ARGONNE CIRCLE SANTA BARBARA CA 93105 NONE PC GENERAL 900 SANTA BARBARA DANCE ALLIANCE 1330 STATE STREET SUITE 201 SANTA BARBARA CA 93101 NONE PC GENERAL 5000 SANTA BARBARA FAMILY YMCA 36 HITCHCOCK WAY SANTA BARBARA CA 93105 NONE PC GENERAL 2000 SANTA BARBARA RESCUE MISSION PO BOX 3130 SANTA BARBARA CA 93130 NONE PC GENERAL 5000 SANTA BARBARA UNIFIED SCHOOL DISTRICT 720 SANTA BARBARA ST SANTA BARBARA CA 93101 NONE PC GENERAL 250 SANTA INES MISSION 1760 MISSION DRIVE PO BOX 408 SOLVANG CA 93464 NONE PC PARISH KITCHEN REMODEL 1000 SANTA YNEZ VALLEY EQUESTRIAN ASSOCIATION PO BOX 207 SANTA YNEZ CA 93460 NONE PC GENERAL 500 SAVE THE WAVES COALITION PO BOX 183 DAVENPORT CA 95017 NONE PC GENERAL 1000 SOLDIERS ANGELS 2700 NE LOOP 410 SUITE 310 SAN ANTONIO TX 78217 NONE PC GENERAL 500 SOUTH COAST RAILROAD MUSEUM 300 N LOS CARNEROS ROAD GOLETA CA 93117 NONE PC GENERAL 1000 SOUTHERN CALIFORNIA PGA 3333 CONCOURS ST BLDG 2 SUITE 2100 ONTARIO CA 91764 NONE PC GENERAL 1000 SPIRIT OF 76 FOUNDATION PO BOX 30054 SANTA BARBARA CA 93130 NONE PC GENERAL 1000 ST MARKS PARISH 6550 PICASSO ROAD SANTA BARBARA CA 93117 NONE PC GENERAL 1000 ST RAFAEL'S YOUTH MINISTRY 5444 HOLLISTER AVE SANTA BARBARA CA 93111 NONE PC GENERAL 6000 ST RAPHAEL SCHOOL 160 SAINT JOSEPHS ST SANTA BARBARA CA 93111 NONE PC GENERAL 31800 STAR JASMINE FOUNDATION 631 1/2 N MILPAS SANTA BARBARA CA 93103 NONE PC GENERAL 5000 STATION FOUNDATION 1627 WEST MAIN STREET SUITE 258 BOZEMAN MT 59715 NONE PC GENERAL 2500 THE CALIFORNIA 4H FOUNDATION 2801 SECOND ST DAVIS CA 95618 NONE PC GENERAL 1000 THE TEDDY BEAR CANCER FOUNDATION 133 E DE LA GUERRA STREET 163 SANTA BARBARA CA 93101 NONE PC GENERAL 15300 THE UCSB FOUNDATION UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA CA 93106 NONE PC GENERAL 1000 THE WAHINE PROJECT 514 12TH STREET PACIFIC GROVE CA 93950 NONE PC GENERAL 2000 TRANSITION HOUSE 425 EAST COTA STREET SANTA BARBARA CA 93101 NONE PC GENERAL 1000 UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE MC0940 LA JOLLA CA 92093 NONE PC GENERAL 2360 UNITED STUDIOS OF SELF DEFENSE 3971 STATE ST SANTA BARBARA CA 93105 NONE PC GENERAL 500 UNITY SHOPPE 1219 STATE STREET SANTA BARBARA CA 93101 NONE PC GENERAL 500 USA WATER POLO INC 2124 MAIN ST STE 240 HUNTINGTON BEACH CA 92648 NONE PC GENERAL 500 WESTVIEW FOUNDATION 13500 CAMINO DEL SUR SAN DIEGO CA 92129 NONE PC GENERAL 32000 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 NONE PC GENERAL 5000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20170 NONE PC GENERAL 29000 449910 0 14 350414 18 126911 0 477325 0 477325 0 0 0 0 0 0 0 0 0 0 DAMITZ BROOKS NIGHTINGALE ET AL 16003 8002 8001 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 SERVICES FROM DISQUALIFIED PERSON FORM 990-PF, PART VII-B, LINE 1A(4) THE 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. CORPORATE BONDS 0 0 FIDELITY #119 - COMMON STOCK 2178255 2178255 FIDELITY #178 - COMMON STOCK 2640827 2640827 MUTUAL FUNDS FMV 4219199 4219199 PARTNERSHIP INVESTMENT - THE PINES RESORT FMV 995679 995679 SCHLEY LOOK & GUTHRIE 17345 8673 8672 INSURANCE-D&O 1821 911 910 FILING FEES 85 0 85 OFFICE EXPENSE 111 50 51 REAL PROPERTY: TAXES 411 411 0 PARTNERSHIP PASSTHRU LOSS 12009 12009 0 PARTNERSHIP PASSTHRU DEDUCTIONS 9422 9422 0 PARTNERSHIP PASSTHRU SEC 1231 LOSS 276 276 0 UNREALIZED GAIN ON MARKETABLE SECURITIES 10750 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 405087 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 VIP FUTURES LP - WESTERN GRDN NONE 1091000 216957 1991-03 2029-03 PAYABLE MONTHLY 7.160000000000 NONE GENERAL BEQUEST 0 281 SCHULTE LLC NONE 595000 0 1991-03 2013-06 PAYABLE MONTHLY 4.500000000000 NONE GENERAL BEQUEST 0 INVESTMENT MANAGEMENT FEES 78448 78448 0 FOREIGN TAXES WITHHELD 1747 1747 0 FEDERAL EXCISE TAX 5000 0 0