RUDI SCHULTE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RUDI SCHULTE FAMILY FOUNDATION (EIN 77-0452600)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-09
- IRS object ID
- 202620689349100237
- Schema version
- 2025v4.0
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-09T17:04:43-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850964542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conor P Donnelley CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 High Bluff Dr Ste 120 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 S SCHULTE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONOR P DONNELLEY | PreparerPersonNm |
| PTIN | P00695730 | PTIN |
| Phone | 8582993854 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,993,844 | 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 | $33,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,807 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $33,807 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $287,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,515 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $287,515 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $3,248 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,248 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $3,248 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $3,248 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $154,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,161 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $478,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $478,731 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $324,570 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,642 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $9,544 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,544 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,695 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,911 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $514,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,545 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $324,570 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $239,226 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $161,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,708 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $339 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $339 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $339 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $177,920 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $223,494 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $177,920 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $177,919 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $571 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $8,829,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,837,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,653,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,293,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,177,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,993,844 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,595 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,595 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,293,293 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,175,830 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,293,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,175,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,293,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,177,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,293,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,463 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,175,830 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,175,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY LT GAIN ON DISPOSITIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $154,161 | GrossSalesPriceAmt |
| Gain Or Loss | $154,161 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $154,161 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,595 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,595 | SubtotalAmt |
| Tax Based On Investment Income | $5,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,595 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONOR P DONNELLEY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8582993854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12730 HIGH BLUFF DR SUITE 120 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| PAUL S SCHULTE | ||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | President | 0.00 | $0 |
| PETER R SCHULTE | ||||||
| 14048 CAMINITO VISTANA | SAN DIEGO | CA | 92130 | Vice President | 0.00 | $0 |
| SYLVIA M MOLONY | ||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | Assistant VP | 0.00 | $0 |
| HENRY G SCHULTE | ||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | Secretary/Treas | 0.00 | $0 |
| MARK M AIJIAN | ||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEFINE FINANCIAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12526 HIGH BLUFF DR 238 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $66,642 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,400,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $723,630 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,408,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,408,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,252,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $512,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $512,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,595 | TotalTaxAmt |
| Distributable Before Adj | $507,033 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $507,033 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $507,033 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $514,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $514,413 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $507,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $476,216 | UndistributedIncomePYAmt |
| Qualifying Distributions | $514,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $476,216 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,197 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $468,836 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIEL THEATRICAL INC | |||||||
| 320 MAIN STREET | SALINAS | CA | 93901 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| DOS PUEBLOS HIGH SCHOOL | |||||||
| 7266 ALAMEDA AVE | GOLETA | CA | 93117 | NONE | PC | BOYS BASKETBALL | $1,000 |
| PANCREATIC CANCER ACTION NETWORK IN | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $60,000 |
| SANTA BARBARA VETERANS FOUNDATION | |||||||
| 3905 STATE STREET STE 7-328 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $8,252 |
| SANTA YNEZ VALLEY ROTARY CLUB | |||||||
| PO BOX 121 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,750 |
| SOLVANG FESTIVAL THEATER | |||||||
| PO BOX 917 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| SOLVANG FRIENDSHIP HOUSE | |||||||
| 880 FRIENDSHIP LANE | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $25,000 |
| ST VINCENT'S SANTA BARBARA | |||||||
| 4200 CALLE REAL | SANTA BARBARA | CA | 93110 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $800 |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| PO BOX 60921 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $25,000 |
| COLAB FOUNDATION | |||||||
| PO BOX 7523 | SANTA MARIA | CA | 93456 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $7,000 |
| TV SANTA BARBARA | |||||||
| 329 S SALINAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | ANIMAL ZONE | $5,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE STE 600 | RESTON | VA | 20191 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $20,000 |
| JASMINE STAR FOUNDATION | |||||||
| 631 1/2 N MILPAS | SANTA BARBARA | CA | 93103 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| SAFETY TOWN OF SANTA BARBARA | |||||||
| PO BOX 416 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 8880 RIO SAN DIEGO DR STE 900 | SAN DIEGO | CA | 92108 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $30,000 |
| THE VILLAGE KIDS | |||||||
| 7560 CATHEDRAL OAKS RD 12 | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| VIKING CHARITIES INC | |||||||
| PO BOX 293 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| ANGELS FOSTER CARE | |||||||
| 3905 STATE ST 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| ATLAS ANIMAL RESCUE | |||||||
| 4650 FAROUSSE WAY | PASO ROBLES | CA | 93446 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| CENTRAL COAST JUNIOR GOLF INC | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| OPERATION SURF | |||||||
| PO BOX 1581 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| PEDAL THE CAUSE | |||||||
| 2445 FIFTH AVE STE 345 | SAN DIEGO | CA | 92101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| SANTA BARBARA COUNTY VETERANS | |||||||
| 400 W PARK AVE | SANTA MARIA | CA | 93458 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $20,000 |
| UNITED BOYS AND GIRLS CLUB | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| CALIFORNIA SURF MUSEUM | |||||||
| 312 PIER VIEW WAY | OCEANSIDE | CA | 92054 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| COMMUNIFY | |||||||
| 5638 HOLLISTER STE 230 | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES - | |||||||
| 2600 STEWART AVE STE 272 | WAUSAU | WI | 54401 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,200 |
| HEARTS ALIGNED INC | |||||||
| PO BOX 901 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| LOMPOC TEEN CENTER | |||||||
| PO BOX 521 | LOMPOC | CA | 93438 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| ONE805 INC | |||||||
| 2000 STATE ST | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $6,500 |
| SANTA ROSA JUNIOR COLLEGE FOUNDATIO | |||||||
| 1501 MENDOCINO AVE | SANTA ROSA | CA | 95401 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| ST RAPHAEL SCHOOL | |||||||
| 160 SAINT JOSEPHS ST | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,700 |
| STRONGHOLD RESCUE RELIEF | |||||||
| PO BOX 493 | MENOMONEE FALLS | WI | 53052 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $500 |
| SYV COMMUNITY OUTREACH | |||||||
| PO BOX 1946 | BUELLTON | CA | 93427 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| THE 9 FOUNDATION | |||||||
| 4985 TROCHA WAY | SANTA BARBARA | CA | 93111 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| UNITE TO LIGHT | |||||||
| 1117 STATE ST 19 | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,500 |
| WALDORF SCHOOL OF SANTA BARBARA | |||||||
| PO BOX 788 | GOLETA | CA | 93116 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| FIRST BAPTIST CHURCH OF SANTA BARBA | |||||||
| 949 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,500 |
| FLORA VISTA ELEMENTARY PTA | |||||||
| 1690 WANDERING RD | ENCINITAS | CA | 92024 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $15,000 |
| OLD MISSION SANTA INES | |||||||
| PO BOX 408 | SOLVANG | CA | 93464 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $8,000 |
| OPEN HEARTS FOR ORPHANS | |||||||
| PO BOX 8074 | DELRAY BEACH | FL | 33482 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| SOLEPURPOSE FOUNDATION INC | |||||||
| 1632 E CLASSICAL BLVD | DELRAY BEACH | FL | 33445 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| TRINITY LUTHERAN SCHOOL | |||||||
| 400 N SWINTON AVE | DELRAY BEACH | FL | 33444 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| VTLT FOUNDATION | |||||||
| 29 W MICHELTORENA ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| AMAZING STRAYS RESCUE | |||||||
| PO BOX 151648 | SAN DIEGO | CA | 92115 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| ANIMAL RESCUE TEAM | |||||||
| 875 CARRIAGE DR | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| CALIFORNIA NATURE ART MUSEUM | |||||||
| 1511-B MISSION DR | SOLVANG | CA | 93463 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| CAMP RAINBOW GOLD | |||||||
| 1120 S FIVE MILE RD | BOISE | ID | 83709 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| COVENANT HOUSE | |||||||
| 461 8TH AVE | NEW YORK CITY | NY | 10001 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $800 |
| FRIENDS OF THE MBHD | |||||||
| PO BOX 718 | MORRO BAY | CA | 93443 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| GANNA WALSKA LOTUSLAND | |||||||
| 695 ASHLEY RD | SANTA BARBARA | CA | 93108 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,400 |
| GLIMMERS CHILDHOOD CANCER FOUNDATIO | |||||||
| 823 W MISSION ST | SANTA BARBARA | CA | 93101 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| GRINDSTONE MINISTRIES INC | |||||||
| 807 W BROADWAY ST | SPIRO | OK | 74959 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,500 |
| HELP HOPE LIVE | |||||||
| 2 RADNOR CORPORATE CENTER STE 100 | RADNOR | PA | 19087 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| MAKER HOUSE | |||||||
| 1351 HOLIDAY HILL DR | GOLETA | CA | 93117 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $5,000 |
| MORRO BAY MARITIME MUSEUM | |||||||
| PO BOX 2034 | MORRO BAY | CA | 93443 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $500 |
| PACIFIC WILDLIFE CARE | |||||||
| PO BOX 1134 | MORRO BAY | CA | 93443 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $500 |
| SEND IT FOUNDATION | |||||||
| 10075 W RIVER ST STE 204 | TRUCKEE | CA | 96161 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| SMILE TRAIN INC | |||||||
| 633 THIRD AVE 9TH FL | NEW YORK | NY | 10017 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $1,000 |
| STARFISH CONNECTION | |||||||
| PO BOX 41225 | SANTA BARBARA | CA | 93140 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| THE LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,000 |
| THE PARC FOUNDATION | |||||||
| PO BOX 91742 | SANTA BARBARA | CA | 93190 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $2,500 |
| TRUE VINE BIBLE FELLOWSHIP | |||||||
| 533 AVALON ST | LOMPOC | CA | 93436 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $3,000 |
| TURNING POINT USA | |||||||
| 4940 E BEVERLY RD | PHOENIX | AZ | 85044 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $4,000 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 94704 | NONE | PC | IN FURTHERANCE OF SECTION 501(c)(3) EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,402 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,807 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,515 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $478,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $478,731 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONOR P. DONNELLEY CPA | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOND FUNDS | FMV | $2,445,381 | $2,334,607 |
| EXCHANGE TRADED FUNDS | FMV | $5,846,365 | $7,773,559 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE-D&O | Desc |
| Revenue And Expenses Per Books | $1,911 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,911 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT | CategoryTxt |
| Amt | $66,642 | Amt |
| Net Investment Income | $66,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $5,595 | |
| STATE TAXES AND FEES | $100 | $100 |
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