2026-07-16T09:55:43-07:00 2025-12-31 413296266 SNORTLAND FERNANDEZ BROWN & GRUVER 2281 LAVA RIDGE COURT SUITE 100 ROSEVILLE CA 95661 990PF 2025-01-01 686136241 SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION SCHW 9169217723 955 UNIVERSITY AVE SUITE A SACRAMENTO CA 95825 NAOMI WILSON INTERIM CFO 2026-06-30 true RICHARD S BROWN P00071960 9167493603 2025 2025-03-06 01:10:19Z X 7737177 X X 194476 194476 192683 750000 192683 387159 387159 89163 69603 19561 12780 6390 6390 4340 31533 31533 137816 75993 57484 273500 273500 411316 75993 330984 -24157 311166 13547 97475 97475 932 3862534 3696325 5938997 1790889 1834448 1555005 153909 145700 145700 5821811 5773948 7737177 43739 18625 1408 43739 20033 X 5778072 5753915 5778072 5753915 5821811 5773948 5778072 -24157 5753915 5753915 SECURITIES P 2000-01-01 2025-03-14 150000 87623 62377 62377 SECURITIES P 2000-01-01 2025-08-08 100000 76006 23994 23994 SECURITIES P 2000-01-01 2025-08-12 150000 77624 72376 72376 SECURITIES P 2000-01-01 2025-12-09 100000 49068 50932 50932 SECURITIES P 2000-01-01 2025-03-13 250000 266996 -16996 -16996 192683 4325 4325 4325 6632 6632 X 15 2292 0 2292 false false false false false false false true true CA true false false false false true N/A NAOMI WILSON 9169217723 955 UNIVERSITY AVENUE SUITE A SACRAMENTO CA 958256735 false false false true true false false false false false false false false false false false false false false false false false SAC REG COMM FDN - SEE NOTE 955 UNIVERSITY AVENUE SUITE A SACRAMENTO CA 958256735 Trustee 1.00 89163 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 NONE NONE NONE 0 7322930 67646 0 7390576 0 7390576 110859 7279717 363986 363986 4325 4325 359661 359661 359661 330984 330984 359661 102547 13694 42279 158520 330984 0 330984 28677 28677 129843 0 73870 55973 13694 42279 M-D NOVEMBER 1321 MURFREESBORO ROAD SUITE 800 NASHVILLE TN 37217 6157773734 MNOVEMBER@APPLYISTS.COM SEE ATTACHED SUPPLEMENTAL INFORMATION TYPICALLY IN FEBRUARY OF EACH YEAR SEE ATTACHED SUPPLEMENTAL INFORMATION ALIVIA SOWLES 7253 CATBOARD CIRCLE CITRUS HEIGHTS CA 95621 NONE I COLLEGE SCHOLARSHIP 2000 ANDREA MENDOZA 3737 CASA VERDE STREET 459 SAN JOSE CA 95134 NONE I COLLEGE SCHOLARSHIP 2000 BROOKE HANSON 7674 CALLAWAY DRIVE RANCHO MURIETA CA 95683 NONE I COLLEGE SCHOLARSHIP 1000 CHEYENNE SMITH 3500 BLACK ELK COURT ANTELOPE CA 95843 NONE I COLLEGE SCHOLARSHIP 2500 JASMINE GIBSON 7860 SUNRISE GREENS DRIVE SACRAMENTO CA 95828 NONE I COLLEGE SCHOLARSHIP 3500 JOSHUA GLUCK 1938 LETTERKENNY DRIVE LINCOLN CA 95648 NONE I COLLEGE SCHOLARSHIP 4500 KAI NOK CHEUNG 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SEBAGO STREET ROSEVILLE CA 95747 NONE I COLLEGE SCHOLARSHIP 2500 TRINITY POE 2680 HAWTHORNE STREET SACRAMENTO CA 95815 NONE I COLLEGE SCHOLARSHIP 2250 HAMOON AKBARI 1557 DEER HOLLOW WAY ROSEVILLE CA 95661 NONE I COLLEGE SCHOLARSHIP 1000 ALEXA SERRATOS 624 W EL DORADO DRIVE WOODLAND CA 95695 NONE I COLLEGE SCHOLARSHIP 4500 ALEXANDRIA REMILY 1153 TURQUOISE WAY EL DORADO HILLS CA 95762 NONE I COLLEGE SCHOLARSHIP 1000 ALEXIS VAZQUEZ-RAMOS 12140 SHALE RIDGE LANE APT G AUBURN CA 95602 NONE I COLLEGE SCHOLARSHIP 4000 ALLIYAH DE VERA 8521 CAMBRIC COURT ANTELOPE CA 95843 NONE I COLLEGE SCHOLARSHIP 1000 ANDREA ORTEGA 1593 DRAKE DRIVE DAVIS CA 95616 NONE I COLLEGE SCHOLARSHIP 3000 ANDREY RATZ 8200 MARIPOSA AVENUE CITRUS HEIGHTS CA 95610 NONE I COLLEGE SCHOLARSHIP 2000 ANGELICA OROZCO 7411 WILLOWCREEK DRIVE CITRUS HEIGHTS CA 95610 NONE I COLLEGE SCHOLARSHIP 2000 ARIE NOOTENBOOM 8153 SUAREZ WAY ELK GROVE CA 95757 NONE I COLLEGE SCHOLARSHIP 1000 ARTURO AMBRIZ 1919 FOSTER WAY EL DORADO HILLS CA 95762 NONE I COLLEGE SCHOLARSHIP 1000 AVERY GOETZMAN 2240 UNIVERSITY AVENUE LINCOLN CA 95825 NONE I COLLEGE SCHOLARSHIP 1000 BASSAM IBRAHIM 5616 JOHNS DRIVE SACRAMENTO CA 95822 NONE I COLLEGE SCHOLARSHIP 3000 CAMDEN CAMPORA 4178 PEGASUS TRAIL POLLOCK PINES CA 95726 NONE I COLLEGE SCHOLARSHIP 1000 CASSANDRA ROSSBERG 6140 GLORIA DRIVE APT 17 SACRAMENTO CA 95831 NONE I COLLEGE SCHOLARSHIP 3000 CHELSEA GARCIA FLORES 16 WEST ELLIOTT STREET 12 WOODLAND CA 95695 NONE I COLLEGE SCHOLARSHIP 2000 CHRISTOPHER DELGADO 231 FREEMAN STREET WOODLAND CA 95695 NONE I COLLEGE SCHOLARSHIP 4000 DYLAN ROBLES 1361 SONOMA AVENUE SACRAMENTO CA 95815 I COLLEGE SCHOLARSHIP 4000 EMILY SANCHEZ MORAN 7435 S LAND PARK DRIVE 119 SACRAMENTO CA 95831 NONE I COLLEGE SCHOLARSHIP 3500 FELIX GONZALEZ SARABIA 3729 BAINBRIDGE DRIVE NORTH HIGHLANDS CA 95660 NONE I COLLEGE SCHOLARSHIP 2000 FLORIZBETH AMBRIZ 4974 SHELL STREET NORTH HIGHLANDS CA 95660 NONE I COLLEGE SCHOLARSHIP 2000 GABRIEL CRAWFORD 815 BARBARA WAY WOODLAND CA 95776 NONE I COLLEGE SCHOLARSHIP 3000 GAURI GUPTA 6916 TRAILRIDE WAY CITRUS HEIGHTS CA 95621 NONE I COLLEGE SCHOLARSHIP 4500 GIANNA GROPP 8661 ELK GROVE BLVD 903 ELK GROVE CA 95624 NONE I COLLEGE SCHOLARSHIP 4500 GILLIAN NUNES 1159 PADDINGTON CIRCLE GALT CA 95632 NONE I COLLEGE SCHOLARSHIP 3000 GIULIANA GARCIA 8329 VILLAVIEW DRIVE CITRUS HEIGHTS CA 95621 NONE I COLLEGE SCHOLARSHIP 2000 IEVGEN AGAPOV 3713 PINE HOLLOW WAY ANTELOPE CA 95843 NONE I COLLEGE SCHOLARSHIP 1250 JACOB BORLAK 10551 SILENT WINGS WAY SACRAMENTO CA 95830 NONE I COLLEGE SCHOLARSHIP 4000 KAITLIN MILLER 5772 CAMP FAR WEST ROAD SHERIDAN CA 95681 NONE I COLLEGE SCHOLARSHIP 4000 LESLIE LECHUGA GOMEZ 6118 STONEHAND AVENUE CITRUS HEIGHTS CA 95621 NONE I COLLEGE SCHOLARSHIP 4500 LORET OSORIO 157 MUIR CIRCLE WOODLAND CA 95695 NONE I COLLEGE SCHOLARSHIP 2000 LUZANGELY MARTIN 229 WILDROSE LANE WINTERS CA 95694 NONE I COLLEGE SCHOLARSHIP 4500 MACY COAD 8465 WOOD THRUSH WAY GRANITE BAY CA 95746 NONE I COLLEGE SCHOLARSHIP 4500 MARIIA 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SUPPLEMENTAL INFO 3696325 5938997 DEPOSIT SCHOLARSHIP FUND 126709 118500 118500 PREPAID SCHOLARSHIP ADMIN FEE 27200 27200 27200 ADMINISTRATIVE EXPENSES 31533 31533 EXCISE TAX 4340