Nonprofit · EIN 20-3806347
RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST
Tax-exempt · SANTA BARBARA, CA 93102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $100,316 | $141,235 | -$40,919 | $2,421,311 | $723 | $2,420,588 |
| June 30, 2025 | 990-PF | $110,816 | $108,784 | $2,032 | $2,193,572 | $1,539 | $2,192,033 |
| June 30, 2024 | 990-PF | $107,285 | $125,918 | -$18,633 | $2,045,568 | $476 | $2,045,092 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $53,130
- Net gain from sales of assets
- $47,186
Expenses
- Grants and similar amounts paid
- $116,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $123,697
- Excise tax on investment income
- $3,009
Balance sheet and other
- Total assets, start of year
- $2,193,572
- Total assets, end of year
- $2,421,311
- Total liabilities, end of year
- $723
- Net assets, end of year
- $2,420,588
- Fair market value of assets
- $2,421,311
- Qualifying distributions
- $123,697
- Net investment income
- $231,015
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERTA A SCHULTE PO BOX 399, SANTA BARBARA, CA 931020399 | CO-TRUSTEE | 0.5 | $0 |
| MICHAEL R FRANZEN CPA PO BOX 399, SANTA BARBARA, CA 931020399 | CO-TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERTA A SCHULTE PO BOX 399, SANTA BARBARA, CA 931020399 | CO-TRUSTEE | 0.5 | $0 |
| MICHAEL R FRANZEN CPA PO BOX 399, SANTA BARBARA, CA 931020399 | CO-TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERTA A SCHULTE PO BOX 399, SANTA BARBARA, CA 931020399 | CO-TRUSTEE | 0.5 | $0 |
| MICHAEL R FRANZEN CPA PO BOX 399, SANTA BARBARA, CA 931020399 | CO-TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 399, SANTA BARBARA, CA 93102-0399
- In care of
- % MICHAEL R FRANZEN CPA
- Signed the 990-PF
- BERTA A SCHULTE, CO-TRUSTEE
- Phone
- (805) 563-0821
- Return prepared by
- FRANZEN & FRANZEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3806347 or by the name RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3806347
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,421,311
- Income (IRS master file)
- $500,140
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $100,316 | $141,235 | $2,421,311 | XML |
| 990-PF | June 2025 | $110,816 | $108,784 | $2,193,572 | XML |
| 990-PF | June 2024 | $107,285 | $125,918 | $2,045,568 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3806347).
Questions about RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST
- What is the EIN of RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST?
- The employer identification number (EIN) of RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST is 20-3806347.
- Is RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does RUDI AND BERTA SCHULTE ANGELSCHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $100,316, expenses of $141,235 and total assets of $2,421,311 at year end.
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