2024-02-14T11:19:14-06:00 2023-11-30 770498344 FRANZEN & FRANZEN LLP PO BOX 399 SANTA BARBARA CA 931020399 990PF 2022-12-01 952919352 RUDI SCHULTE RESEARCH INSTITUTE RUDI 8055630821 PO BOX 399 SANTA BARBARA CA 931020399 THOMAS WEILER PRESIDENT 8055630821 2024-02-05 1 THOMAS WEILER 999009999 0 Michael R Franzen CPA P00065902 8055630821 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 28653591 X X 9797 9797 9797 1065628 1065628 1065628 28384 1794099 202820 0 -740 -740 -740 1103069 1277505 1074685 0 0 0 0 326389 0 0 326389 31438 0 0 31438 44570 0 0 34370 75777 75777 75777 0 16804 0 0 15601 8012 0 0 51150 0 0 40551 563555 0 0 644118 1117695 75777 75777 1092467 0 0 1117695 75777 75777 1092467 -14626 1201728 998908 -2 -1 -1 453768 579078 579078 600 1201 600 600 632501 0 733509 632501 632501 12574 12897 12897 17930923 19222334 19222334 6902801 7006391 7006391 126278 122044 12246 4234 4234 1171179 1195557 1195557 27218199 28653591 28653591 121128 62791 121128 62791 X 27097071 28590800 27097071 28590800 27218199 28653591 27097071 -14626 1508355 28590800 0 28590800 PUBLICLY TRADED SECURITIES - ST P 2022-12-01 2023-11-30 149278 153979 -4701 -4701 PUBLICLY TRADED SECURITIES - LT P 2021-12-01 2023-11-30 1641795 1437300 204495 204495 Capital Gains Dividends P 3026 3026 3026 202820 -4701 16704 0 16704 0 16704 15601 0 0 0 15601 0 1103 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 1 0 1 N/A FRANZEN & FRANZEN LLP 8055630821 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS H WEILER MD PHD MBA 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR/PRESIDENT 2.00 0 0 0 FREDERICK W CLOUGH ESQ 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR/SECRETARY 0.00 0 0 0 MICHAEL R FRANZEN CPA 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR/TREASURER 3.00 0 0 0 J GORDON MCCOMB MD 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR 0.00 0 0 0 GARY P EAST 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR 0.00 0 0 0 DIANA GRAY MA 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR 0.00 0 0 0 DAVID D LIMBRICK JR MD PHD 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 DIRECTOR 0.00 0 0 0 STEFAN BLUML PHD 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 RESEARCH SCIENTIST 40.00 102060 0 0 KEVIN KING MD 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 RESEARCH SCIENTIST 40.00 100286 0 0 ALEXANDER SAUNDERS 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 RESEARCH SCIENTIST 40.00 70317 0 0 ISABEL TORRES 125 E DE LA GUERRA ST STE 201 SANTA BARBARA CA 93101 RESEARCH ASSISTANT 40.00 53726 0 0 0 WESTMOUNT ASSET MANAGEMENT 2049 CENTURY PARK EAST STE 2500 LOS ANGELES CA 90067 INVESTMENT MANAGEMENT 75777 0 THE INSTITUTE CONDUCTS ADVANCED NEUROLOGICAL STUDIES USING MULTINUCLEAR MAGNETIC RESONANCE IMAGING AND SPECTROSCOPY TECHNIQUES TO ELUCIDATE AND SEEK IMPROVED TREATMENTS FOR HYDROCEPHALUS IN INFANTS AND ADULTS. OTHER RESEARCH FOCUSES INCLUDE METABOLIC DISORDERS OF THE BRAIN PRODUCED BY INJURY, DEMENTIA, ALZHEIMER'S AND PARKINSON DISEASE. 1092467 N/A 0 N/A 0 N/A 0 N/A 0 N/A 0 0 0 25294430 618094 2174010 28086534 0 0 28086534 421298 27665236 1383262 X 1092467 0 1092467 1975-10-20 X 998908 697287 550954 1225754 3472903 849072 592694 468311 1041891 2951968 1092467 1009005 919326 1020853 4041651 0 0 0 0 0 1092467 1009005 919326 1020853 4041651 0 0 922175 928353 946603 817169 3614300 0 0 0 0 RUDI SCHULTE RESEARCH INSTITUTE PO BOX 399 SANTA BARBARA CA 931020399 8055630821 michael@franzencpa.com PERTINENT DETAILS OF PROPOSED RESEARCH. NONE FUNDING IS GENERALLY RESTRICTED TO EXPERIMENTAL AND CLINICAL RESEARCH ON HYDROCEPHALUS AND THE PHYSIOLOGY OF CEREBROSPINAL FLUID. 0 0 14 9797 14 1065628 18 28384 PARTNERSHIP PASSTHROUGH INC 16 -740 0 1103069 0 1103069 0 0 0 0 0 0 0 0 0 0 FRANZEN & FRANZEN, LLP 44570 0 0 34370 N/A 0 HARVARD APP. - DATA ACQ. SYS. (CHLA) 2001-04-13 5606 5606 SL 7.000000000000 0 0 0 COMPUTER & STORAGE DEVICE (BLUML) 2007-08-08 3721 3721 SL 3.000000000000 0 0 0 PEDIATRIC NEURO/SPINE 3.0T COIL (BLUML) 2011-11-02 60859 60859 SL 7.000000000000 0 0 0 APPLE MB PRO (BLUML) 2015-01-08 2198 2198 SL 5.000000000000 0 0 0 APPLE IMAC (BLUML) 2015-02-23 2720 2720 SL 5.000000000000 0 0 0 APPLE MB PRO (BLUML) 2015-08-08 3466 3466 SL 5.000000000000 0 0 0 IMAC 27" RETINA 3.3GHZ (BLUML) 2016-01-28 2422 2422 SL 5.000000000000 0 0 0 DATA PROCESSING PC (BLUML) 2016-11-30 4651 4651 SL 5.000000000000 0 0 0 WILD DOG PRO UBUNTU 18.04 LTS PC (BLUML) 2018-08-28 2291 1947 SL 5.000000000000 344 0 344 APPLE 13" MACBOOK PRO (BLUML) 2018-11-29 2049 1640 SL 5.000000000000 409 0 409 TECOTHERM NEO (BLUML) 2019-07-09 36295 24802 SL 5.000000000000 7259 0 7259 IRS FORM 990-PF, PAGE 6, PART VIII THE FIRM FRANZEN & FRANZEN, LLP, PROVIDES ADMINISTRATIVE, ACCOUNTING & TAX SERVICES TO THE INSTITUTE. MICHAEL FRANZEN, CPA, IS A PARTNER OF FRANZEN & FRANZEN, LLP, AND SERVES AS A DIRECTOR AND TREASURER OF THE INSTITUTE. WHILE MR. FRANZEN DOES NOT RECEIVE ANY DIRECT COMPENSATION FROM THE INSTITUTE, THE FIRM FRANZEN & FRANZEN, LLP, DOES RECEIVE FEES FROM THE INSTITUTE FOR CERTAIN SERVICES PROVIDED BY MR. FRANZEN. THE TOTAL OF THESE FEES FOR THE YEAR ENDED NOVEMBER 30, 2023 EQUALS $22,755. ALL SERVICES PROVIDED TO THE INSTITUTE ARE BILLED AT DISCOUNTED RATES BY FRANZEN & FRANZEN, LLP. LIST OF CONTROLLED ENTITIES IRS FORM 990-PF, PAGE 5, PART VII-A THE PINES RESORTS OF CALIFORNIA, LLCP.O. BOX 109, BASS LAKE, CA 93604EIN: 20-2026708EXCESS BUSINESS HOLDING: NO INVESTMENTS 7006391 7006391 INVESTMENTS 19222334 19222334 HARVARD APP. - DATA ACQ. SYS. (CHLA) 5606 5606 0 0 COMPUTER & STORAGE DEVICE (BLUML) 3721 3721 0 0 PEDIATRIC NEURO/SPINE 3.0T COIL (BLUML) 60859 60859 0 0 APPLE MB PRO (BLUML) 2198 2198 0 0 APPLE IMAC (BLUML) 2720 2720 0 0 APPLE MB PRO (BLUML) 3466 3466 0 0 IMAC 27" RETINA 3.3GHZ (BLUML) 2422 2422 0 0 DATA PROCESSING PC (BLUML) 4651 4651 0 0 WILD DOG PRO UBUNTU 18.04 LTS PC (BLUML) 2291 2291 0 0 APPLE 13" MACBOOK PRO (BLUML) 2049 2049 0 0 TECOTHERM NEO (BLUML) 36295 32061 4234 4234 DEPOSITS 1277 1277 1277 THE PINES RESORTS OF CALIFORNIA, LLC 1169902 1194280 1194280 OFFICE 1676 0 0 1676 INSURANCE - D & O 6705 0 0 6705 INSURANCE - GENERAL LIABILITY 1105 0 0 1434 REIMBURSED SALARIES & BENEFITS 141490 0 0 155761 SUPPLIES 188547 0 0 252299 OVERHEAD 6141 0 0 6141 WORKERS' COMPENSATION INSURANCE 1634 0 0 1634 INSURANCE - MEDICAL PROFESSIONAL LIABILITY 10599 0 0 10593 EQUIPMENT 4413 0 0 4413 CONSULTING EXPENSE 81840 0 0 84057 COMPUTER EXPENSE 8775 0 0 8775 COMMUNITY PRIORITY WORKSHOP 110000 0 0 110000 INSURANCE - UMBRELLA 630 0 0 630 PARTNERSHIP PASSTHROUGH INC -740 -740 -740 UNREALIZED LOSS ON MARKETABLE SECURITIES 1508355 VIP FUTURE LP - ORANGE GARDENS NONE 2037000 411896 1999-03 2029-04 MONTHLY 3.260000000000 NONE GENERAL BEQUEST 411896 VIP FUTURE LP - WESTERN GARDENS NONE 1091000 220605 1999-03 2029-04 MONTHLY 3.260000000000 NONE GENERAL BEQUEST 220605 WESTMOUNT ASSET MANAGEMENT 75777 75777 75777 0 FILING FEES 100 0 0 0 EXCISE TAX ON INVESTMENT INCOME 16704 0 0 15601