SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION (EIN 68-6136241)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-16
- IRS object ID
- 202631979349100308
- Schema version
- 2025v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-16T09:55:43-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 413296266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNORTLAND FERNANDEZ BROWN & GRUVER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2281 LAVA RIDGE COURT SUITE 100 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | 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 | 686136241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 9169217723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 UNIVERSITY AVE SUITE A | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAOMI WILSON | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Signature | 2026-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD S BROWN | PreparerPersonNm |
| PTIN | P00071960 | PTIN |
| Phone | 9167493603 | PhoneNum |
| 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 | $7,737,177 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $194,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,476 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $750,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,163 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $69,603 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,561 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,390 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,340 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,533 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,475 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $932 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,862,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,696,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,938,997 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,790,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,834,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,555,005 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $153,909 | OtherAssetsBOYAmt |
| Other Assets EOY | $145,700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $145,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,821,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,773,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,737,177 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $43,739 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $18,625 | LoansFromOfficersEOYAmt |
| Other Liabilities EOY | $1,408 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,033 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,778,072 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,753,915 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,778,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,753,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,821,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,773,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,778,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,157 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,753,915 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,753,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SECURITIES | P | 2000-01-01 | 2025-03-14 | $150,000 | $87,623 | $62,377 | $62,377 |
| SECURITIES | P | 2000-01-01 | 2025-08-08 | $100,000 | $76,006 | $23,994 | $23,994 |
| SECURITIES | P | 2000-01-01 | 2025-08-12 | $150,000 | $77,624 | $72,376 | $72,376 |
| SECURITIES | P | 2000-01-01 | 2025-12-09 | $100,000 | $49,068 | $50,932 | $50,932 |
| SECURITIES | P | 2000-01-01 | 2025-03-13 | $250,000 | $266,996 | -$16,996 | -$16,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,325 | SubtotalAmt |
| Tax Based On Investment Income | $4,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,632 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,632 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $2,292 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,292 | RefundAmt |
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 | NAOMI WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9169217723 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 UNIVERSITY AVENUE SUITE A | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958256735 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAC REG COMM FDN - SEE NOTE | ||||||
| 955 UNIVERSITY AVENUE SUITE A | SACRAMENTO | CA | 958256735 | Trustee | 1.00 | $89,163 |
| DR MARVIN KAMRAS | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.40 | $0 |
| JULIE SMALL | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.40 | $0 |
| FRANK GUMPERT | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.40 | $0 |
| MARION LEFF | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.00 | $0 |
| GAYLE GOVENAR | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.40 | $0 |
| LYNN DEAN | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.40 | $0 |
| JORDAN OLLANIK | ||||||
| 2130 21ST STREET | SACRAMENTO | CA | 95818 | DIST. TRUSTEE | 0.40 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,322,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,390,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,390,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,279,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,325 | TotalTaxAmt |
| Distributable Before Adj | $359,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $359,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $359,661 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,984 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,984 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,661 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $102,547 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $13,694 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,279 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $158,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,984 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $330,984 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $28,677 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,677 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $129,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $73,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,973 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,694 | ExcessFromYear3Amt |
| Excess From Year2 | $42,279 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M-D NOVEMBER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 MURFREESBORO ROAD SUITE 800 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6157773734 | RecipientPhoneNum |
| Recipient Email Address | MNOVEMBER@APPLYISTS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED SUPPLEMENTAL INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TYPICALLY IN FEBRUARY OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED SUPPLEMENTAL INFORMATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIVIA SOWLES | |||||||
| 7253 CATBOARD CIRCLE | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ANDREA MENDOZA | |||||||
| 3737 CASA VERDE STREET 459 | SAN JOSE | CA | 95134 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| BROOKE HANSON | |||||||
| 7674 CALLAWAY DRIVE | RANCHO MURIETA | CA | 95683 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CHEYENNE SMITH | |||||||
| 3500 BLACK ELK COURT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| JASMINE GIBSON | |||||||
| 7860 SUNRISE GREENS DRIVE | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| JOSHUA GLUCK | |||||||
| 1938 LETTERKENNY DRIVE | LINCOLN | CA | 95648 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| KAI NOK CHEUNG | |||||||
| 9721 DEBARNHART WAY | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| LEILA LOPEZ | |||||||
| 6653 DEERFIELD DRIVE | CITRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| WADE TINSON | |||||||
| 2452 WERBE LANE APT 178 | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| VERONICA GMYR | |||||||
| 3810 NORTHHAVEN DRIVE | ROCKLIN | CA | 95677 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MILLIE NARANJO | |||||||
| 2814 LEE COURT | PLACERVILLE | CA | 95667 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| MARK TETERIN | |||||||
| 7662 HIGHLAND AVENUE | CITRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AGNES OLADIMEJI | |||||||
| 4514 ACACIA RIDGE STREET | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| EMILIO VALDOVINOS | |||||||
| 1028 LAKE PARK AVENUE | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| ABIGAIL KROEGER | |||||||
| 2141 CASTLE PINES WAY | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ERNESTO TELLEZ PEREZ | |||||||
| 10741 FAIR OAKS BLVD APT 11 | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| JAIME MESTAS CORREA | |||||||
| 122 4TH STREET | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| MCKENNA BERRY | |||||||
| 4818 CREEKSIDE DRIVE | SHINGLE SPRINGS | CA | 95682 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| SOFIA PEREZ-LANZA | |||||||
| 1839 WILLIAM BIRD AVENUE | SACRAMENTO | CA | 95835 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| ARIANA BRASCH | |||||||
| 8743 STURGEON WAY | SACRAMENTO | CA | 95826 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MAKENNA CURTIS | |||||||
| 4601 NICKELS WAY | SACRAMENTO | CA | 95864 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| DAYANARA DE PAZ TORRES | |||||||
| 6239 PECAN AVE APT E | ORANGEVALE | CA | 95662 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| NAYELI MARIN | |||||||
| 7935 HANSON AVENUE | CITRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| HANNIA PAOLA JAUREQUI TORRES | |||||||
| 140 5TH STREET APT 103 | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ELANA JIMENA | |||||||
| 9689 MELROSE AVENUE | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| JULIAN JOHNSON | |||||||
| 782 BING COURT | PLACERVILLE | CA | 95667 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| SIMONE KUDIA | |||||||
| 724 PLUM CREEK COURT | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ADELENE LEUNG | |||||||
| 2248 CATTLE DRIVE | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| MICHAEL MASLIANKA | |||||||
| 7028 AMBERWICK WAY | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| HIDEAKI PARK | |||||||
| 2481 VALLEY ROAD | SACRAMENTO | CA | 95821 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| JOSEPHINE PRICE | |||||||
| 9631 APPLE MILL DRIVE | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| GABRIELLA CALDERON | |||||||
| 5708 DOLOMITE DRIVE | EL DORADO | CA | 95623 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| CHRISTINA RAMIREZ | |||||||
| 709 IVY COURT | WINTERS | CA | 95694 | NONE | I | COLLEGE SCHOLARHSIP | $1,000 |
| BRANDON KITSUDA | |||||||
| 4840 BLACKROCK DRIVE | SACRAMENTO | CA | 95835 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| RACHEL WONG | |||||||
| 3008 GENARO PLACE | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| VALERIE DOUGLAS | |||||||
| 545 LEGION AVENUE | CHICO | CA | 95926 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| PACHIA YANG | |||||||
| 7613 VICTORY AVENUE | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| DANIELA RAMOS TOPETE | |||||||
| 8030 WAGON TRAIL WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| DIANA REYES-MEZA | |||||||
| 1738 CAMPOS AVENUE | WOODLAND | CA | 95776 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| JESHLYN SINGH | |||||||
| 7769 CARIBOU RIDGE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JOHN GIANG | |||||||
| 1436 CORTINA ROAD | WEST SACRAMENTO | CA | 95691 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ZION PRICE | |||||||
| 9631 APPLE MILL DRIVE | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ADELLE FRIES | |||||||
| 241 CRENSHAW COURT | GRANITE BAY | CA | 95746 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AMANDA EDWARDS | |||||||
| 8912 PALMERSON DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| BRAIDON CAMPORA | |||||||
| 4178 PEGASUS TRAIL | POLLOCK PINES | CA | 95726 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| CARINA HUYNH | |||||||
| 2045 DELMA WAY | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| DULCE ABUNDIO | |||||||
| 5209 CHERBOURG DRIVE | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ELLA KHAYKIN | |||||||
| 8466 COBBLE CREEK LANE | ORANGEVALE | CA | 95662 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| EVAN ANDERSON | |||||||
| 6927 TOLUCA LANE | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| GIA PRANGE | |||||||
| 7605 WOODGLEN DRIVE | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| HARIS SHAKEEL | |||||||
| 3123 MILL OAK WAY | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| IMOGEN GARRISON | |||||||
| 5 PENASCO COURT | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| ISABELLA ANGELINA GUTIERREZ | |||||||
| 7152 LUDLOW DRIVE | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| JOSEPH ANDERSON | |||||||
| 6501 BUTTERFIELD WAY | PLACERVILLE | CA | 95667 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| YOUSUF ALKHATTAB | |||||||
| 1065 FENCE POST WAY | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| KATELYN DAWSON | |||||||
| 6992 POLLEN WAY | CITRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KEIRA-ANABELLE QUINONES | |||||||
| 7836 GOLDEN RING WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| LANCE CARLSON | |||||||
| 2009 REBECCA COURT | ROSEVILLE | CA | 95661 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| LAURA WONG | |||||||
| 3008 GENARO PLACE | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| PHORNTIP SAYAMNATH | |||||||
| 7960 VALLEY GREEN DRIVE | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ROCIO RODRIGUEZ HUERTA | |||||||
| 6233 GETTYSBURG LANE | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| RYCEL VELASCO | |||||||
| 6933 SADDLE HORSE WAY | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| SIAHMO NEWSOME | |||||||
| 3080 BLACKWELDER WAY | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| TIFFANY CHAN | |||||||
| 1032 SEBAGO STREET | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| TRINITY POE | |||||||
| 2680 HAWTHORNE STREET | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| HAMOON AKBARI | |||||||
| 1557 DEER HOLLOW WAY | ROSEVILLE | CA | 95661 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEXA SERRATOS | |||||||
| 624 W EL DORADO DRIVE | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| ALEXANDRIA REMILY | |||||||
| 1153 TURQUOISE WAY | EL DORADO HILLS | CA | 95762 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEXIS VAZQUEZ-RAMOS | |||||||
| 12140 SHALE RIDGE LANE APT G | AUBURN | CA | 95602 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| ALLIYAH DE VERA | |||||||
| 8521 CAMBRIC COURT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANDREA ORTEGA | |||||||
| 1593 DRAKE DRIVE | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ANDREY RATZ | |||||||
| 8200 MARIPOSA AVENUE | CITRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ANGELICA OROZCO | |||||||
| 7411 WILLOWCREEK DRIVE | CITRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ARIE NOOTENBOOM | |||||||
| 8153 SUAREZ WAY | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ARTURO AMBRIZ | |||||||
| 1919 FOSTER WAY | EL DORADO HILLS | CA | 95762 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AVERY GOETZMAN | |||||||
| 2240 UNIVERSITY AVENUE | LINCOLN | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| BASSAM IBRAHIM | |||||||
| 5616 JOHNS DRIVE | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| CAMDEN CAMPORA | |||||||
| 4178 PEGASUS TRAIL | POLLOCK PINES | CA | 95726 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CASSANDRA ROSSBERG | |||||||
| 6140 GLORIA DRIVE APT 17 | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| CHELSEA GARCIA FLORES | |||||||
| 16 WEST ELLIOTT STREET 12 | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| CHRISTOPHER DELGADO | |||||||
| 231 FREEMAN STREET | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| DYLAN ROBLES | |||||||
| 1361 SONOMA AVENUE | SACRAMENTO | CA | 95815 | I | COLLEGE SCHOLARSHIP | $4,000 | |
| EMILY SANCHEZ MORAN | |||||||
| 7435 S LAND PARK DRIVE 119 | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| FELIX GONZALEZ SARABIA | |||||||
| 3729 BAINBRIDGE DRIVE | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| FLORIZBETH AMBRIZ | |||||||
| 4974 SHELL STREET | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| GABRIEL CRAWFORD | |||||||
| 815 BARBARA WAY | WOODLAND | CA | 95776 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| GAURI GUPTA | |||||||
| 6916 TRAILRIDE WAY | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| GIANNA GROPP | |||||||
| 8661 ELK GROVE BLVD 903 | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| GILLIAN NUNES | |||||||
| 1159 PADDINGTON CIRCLE | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| GIULIANA GARCIA | |||||||
| 8329 VILLAVIEW DRIVE | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| IEVGEN AGAPOV | |||||||
| 3713 PINE HOLLOW WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| JACOB BORLAK | |||||||
| 10551 SILENT WINGS WAY | SACRAMENTO | CA | 95830 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| KAITLIN MILLER | |||||||
| 5772 CAMP FAR WEST ROAD | SHERIDAN | CA | 95681 | NONE | I | COLLEGE SCHOLARSHIP | $4,000 |
| LESLIE LECHUGA GOMEZ | |||||||
| 6118 STONEHAND AVENUE | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| LORET OSORIO | |||||||
| 157 MUIR CIRCLE | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| LUZANGELY MARTIN | |||||||
| 229 WILDROSE LANE | WINTERS | CA | 95694 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| MACY COAD | |||||||
| 8465 WOOD THRUSH WAY | GRANITE BAY | CA | 95746 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| MARIIA GRYSHKO | |||||||
| 2800 WALNUT AVENUE APT 50 | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| MIKAELA BALABAN | |||||||
| 1920 FOOTHILL ROAD | RENO | NV | 89511 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| RAJA ADAMS | |||||||
| 2206 COROVAL DRIVE | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ROZNI AUREN ARCINAS | |||||||
| 203 GLENDALE ROAD | COLFAX | CA | 95713 | NONE | I | COLLEGE SCHOLARSHIP | $4,500 |
| SVETLANA TOPALA | |||||||
| 5324 HEMLOCK STREET 249 | SACRAMENTO | CA | 95841 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| SYDNEY TOPPING | |||||||
| 3534 SERRAMONT COURT | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP | $5,000 |
| VALERIE ROBLES | |||||||
| 1720 WEST MIRAMONTE DRIVE | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| YASMINE ROMERO | |||||||
| 347 VALLEYWOOD DRIVE | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| RETURNED FUNDS - NET | |||||||
| 955 UNIVERSITY AVE | SACRAMENTO | CA | 95825 | NONE | I | RETURNED GRANTS | -$9,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,476 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $209,679 | ExclusionAmt |
| Related Or Exempt Function Incm | -$16,996 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $404,155 | ExclusionAmt |
| Related Or Exempt Function Incm | -$16,996 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,159 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $12,780 | Amt |
| Net Investment Income | $6,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,390 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME-SEE SUPPLEMENTAL INFO | BondNm |
| EOY Book Value | $1,834,448 | EOYBookValueAmt |
| EOYFMV | $1,555,005 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES-SEE SUPPLEMENTAL INFO | StockNm |
| EOY Book Value | $3,696,325 | EOYBookValueAmt |
| EOYFMV | $5,938,997 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT SCHOLARSHIP FUND | $126,709 | $118,500 | $118,500 |
| PREPAID SCHOLARSHIP ADMIN FEE | $27,200 | $27,200 | $27,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $31,533 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $31,533 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,340 | Amt |