STRATEGY STUDIO / PUBLIC DATA EXPLORER

SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION (EIN 68-6136241)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-13
IRS object ID
202242569349100514
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-13T09:00:16-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941521621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SNORTLAND FERNANDEZ BROWN & GRUVERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12281 LAVA RIDGE COURT SUITE 100AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN686136241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHWAB-ROSENHOUSE MEMORIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHWBusinessNameControlTxt
Phone9169217723PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1955 UNIVERSITY AVE SUITE AAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95825ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES B MCCALLUMPersonNm
Person TitleCFOPersonTitleTxt
Signature2022-09-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES BPersonFirstNm
Person LastMCCALLUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD S BROWNPreparerPersonNm
PTINP00071960PTIN
Phone9167493603PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,731,780FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$138,725DividendsRevAndExpnssAmt
Dividends Net Invst Incm$138,725DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$324,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$749,034GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$324,771CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$463,496TotalRevAndExpnssAmt
Total Net Invst Incm$463,496TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$68,342CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$51,256CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$17,086CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$11,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,658TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$27,473OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$27,473OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$114,473TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,256TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,559TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$299,713ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$299,713ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$414,186TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,256TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$355,272TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,310ExcessRevenueOverExpensesAmt
Net Investment Income$412,240NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,476SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$223,607SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$223,607SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,956,963CorporateStockBOYAmt
Corporate Stock EOY$3,710,106CorporateStockEOYAmt
Corporate Stock EOYFMV$5,178,446CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,954,672CorporateBondsBOYAmt
Corporate Bonds EOY$1,995,008CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,130,464CorporateBondsEOYFMVAmt
Other Assets BOY$103,587OtherAssetsBOYAmt
Other Assets EOY$199,263OtherAssetsEOYAmt
Other Assets EOYFMV$199,263OtherAssetsEOYFMVAmt
Total Assets BOY$6,070,698TotalAssetsBOYAmt
Total Assets EOY$6,127,984TotalAssetsEOYAmt
Total Assets EOYFMV$7,731,780TotalAssetsEOYFMVAmt
Other Liabilities EOY$7,976OtherLiabilitiesEOYAmt
Total Liabilities EOY$7,976TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,070,698CapitalStockBOYAmt
Capital Stock EOY$6,120,008CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,070,698TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,120,008TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,070,698TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,127,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,070,698TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,310ExcessRevenueOverExpensesAmt
Subtotal$6,120,008SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,120,008TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2018-11-292021-07-09$670,000$424,263$245,737$245,737
CAPITAL GAIN DISTRIBUTIONS2012-12-312021-12-31$79,034$79,034$79,034
FieldValueIRS element (for citing)
Capital Gain Net Income$324,771CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,730InvestmentIncomeExciseTaxAmt
Subtotal$5,730SubtotalAmt
Tax Based On Investment Income$5,730TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,612EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,612TotalPaymentsAndCreditsAmt
Tax Due$1,118TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1James B McCallumBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9169217723PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1955 UNIVERSITY AVENUE SUITE AAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP958256735ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SAC REG COMM FDN - SEE NOTE
955 UNIVERSITY AVENUE SUITE ASACRAMENTOCA958256735Trustee1.00$68,342
DR MARVIN KAMRAS
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
JULIE SMALL
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
FRANK GUMPERT
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
RABBI ALAN RABISHAW
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
GAYLE GOVENAR
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
JOHN LEWIS
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
LYNN DEAN
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
CHRIS DROUIN
2130 21ST STREETSACRAMENTOCA95818DIST. TRUSTEE0.40$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,304,150AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$175,963AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,480,113TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,480,113AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,202CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,367,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$368,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$368,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,730TaxBasedOnInvestmentIncomeAmt
Total Tax$5,730TotalTaxAmt
Distributable Before Adj$362,666DistributableBeforeAdjAmt
Distributable Before Ded$362,666DistributableBeforeDedAmt
Distributable As Adjusted$362,666DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$355,272ExpensesAndContributionsAmt
Qualifying Distributions$355,272QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$362,666DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$59,781ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$65,167ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,933ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$102,547ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$318,428TotalExcessDistributionCyovAmt
Qualifying Distributions$355,272QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$355,272AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,394ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,394ExcessDistributionCyovAppCYAmt
Total Corpus$311,034TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$311,034ExcessDistriCyovToNextYrAmt
Excess From Year4$52,387ExcessFromYear4Amt
Excess From Year3$65,167ExcessFromYear3Amt
Excess From Year2$90,933ExcessFromYear2Amt
Excess From Year1$102,547ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonM-D NOVEMBERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11321 MURFREESBORO ROAD SUITE 800AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37217ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6157773734RecipientPhoneNum
Recipient Email AddressMNOVEMBER@APPLYISTS.COMRecipientEmailAddressTxt
Form And Info And MaterialsSEE ATTACHED SUPPLEMENTAL INFORMATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesIN FEBRUARY OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED SUPPLEMENTAL INFORMATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEARYRATH CHHAY
9440 W STOCKTON BLVD APT 104ELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,500
ADEBADE ILORI
3234 COULTER CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,000
ALYSSA LARIOS
9672 SOARING OAKS DRIVEELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,000
AMANDA SERYNEK
8346 RUGE CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
ANAHI DUENAS-GARCIA
7533 21ST STREETSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$2,000
BRYAN THORNBURG
971 MALLARD CTLINCOLNCA95648NONEICOLLEGE SCHOLARSHIP$1,000
CALVIN WONG
673 CAPELA WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$2,500
CHANTEL MILLAN
134 TEAL LANEGALTCA95632NONEICOLLEGE SCHOLARSHIP$2,500
CHELSEA EMERSON
485 D STREETBIGGSCA95917NONEICOLLEGE SCHOLARSHIP$2,500
DIANA JORDAN
300 HARDING AVE 5SACRAMENTOCA95833NONEICOLLEGE SCHOLARSHIP$3,500
DIEGO CONEJO
6316 SAN BENITO WAYCIRUS HEIGHTSCA95610NONEICOLLEGE SCHOLARSHIP$2,500
DOMINIC GREEN
2701 DEL PASO RD SUITE 130-335SACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$2,000
ENIOLA OWOYELE
3213 CLAUDINE CTELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$1,000
ETHAN WEINER
3520 MAGPIE COURTPLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$2,500
GARREN O'KEEFE
22565 HIGH SIERRA VIEW DRIVECOLFAXCA95713NONEICOLLEGE SCHOLARSHIP$2,250
GARRETT MA
3018 BOLLATE LANEDAVISCA95618NONEICOLLEGE SCHOLARSHIP$1,000
HAO HUYNH
8380 LINDERHOF WAYSACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$1,000
HARJEEET MANN
3029 UKIAH LANEELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$2,000
JACINTO BANALES
7571 BELLINI WAYSACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$1,000
JANET RAMOS-AMBRIZ
2919 N MEADOWS PL APT 8SACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$2,000
JEFFERSON CHHEN
6504 HILLSDALE BLVDSACRAMENTO CACA95842NONEICOLLEGE SCHOLARSHIP$1,750
JUPINDER PARMAR
9905 WHITE ASTER PLELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$3,000
KAITLYN MOODY
7923 WONDER STREETCITRUS HEIGHTSCA95610NONEICOLLEGE SCHOLARSHIP$1,000
LAUREN ROEHRS
724 MORNINGSIDE CTFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,500
LILIYA GAYDUCHIK
2769 MARASCHINO WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,000
LUKE ADEL
329 CRUISE WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$1,000
MAHUM KUDIA
724 PLUM CREEK CTFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$2,000
MARIE NAVARRO
5566 CABRILLO CTROCKLINCA95765NONEICOLLEGE SCHOLARSHIP$2,000
SAIFU XU
1424 OXFORD STBERKELEYCA94709NONEICOLLEGE SCHOLARSHIP$3,000
SANDRA ESCALERA
370 MCFARLAND STGALTCA95632NONEICOLLEGE SCHOLARSHIP$2,750
TAYLOR CARROLL
6000 J ST LASSEN HALL RM 1000SACRAMENTOCA95819NONEICOLLEGE SCHOLARSHIP$1,000
YIA LEE
2607 ELLSWORTH STREET 303BERKELEYCA94704NONEICOLLEGE SCHOLARSHIP$2,750
ALDO GONZALEZ RUIZ
5825 DEWEY BLVDSACRAMENTOCA95824NONEICOLLEGE SCHOLARSHIP$3,500
ALLISON LEE
7160 LYNHOLLEN WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$1,000
ALLISON MALCOM
902 PURDUE DRWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$3,250
AMANDA FOK
5 ROSA COURTSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$2,500
AMERICA RAMIREZ LOMELI
3526 MOBILE WAYSACRAMENTOCA95834NONEICOLLEGE SCHOLARSHIP$3,250
ANDREA ZAMORA LOPEZ
1409 STEPHANIE AVESACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$3,250
ANTONIO RAMOS ESQUIVEL
108 WILLIAMS STWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,000
AYESHA NOREEN
655 COTTONWOD ST APT 11WOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,250
BENJAMIN NGUYEN
9616 FLAME TOKAY WAYELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$2,500
CATHY KATKANOVA
3399 NIGHT STAR CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,250
CHLOE PLANCHE
4037 CAYENTE WAYSACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$3,500
COLETTE HAZEL
2352 AMERICAN RIVER DR ASACRAMENTOCA95825NONEICOLLEGE SCHOLARSHIP$1,750
DREW RODRIGUEZ
9817 KUGLER WAYELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$1,750
EMMA LUDOVINA
36440 COUNTY ROAD 14WOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,000
GERARDO BRAMBILA SANTANA
2170 FARMERS CENTRAL RD APT 119WOODLANDCA95776NONEICOLLEGE SCHOLARSHIP$1,500
HEDAQ IBRAHIM
8908 BRETON WAYELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,250
HELGA ELISABETH KARKHUT
8010 FAIRLANDS WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
JAGROOP SINGH
8801 NAKOTA WAYSACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$3,250
JESSICA LEE
1501 GORMAN DRIVECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$3,000
JUAN VEGA
6 KLONDIKE CT UNIT ACHICOCA95926NONEICOLLEGE SCHOLARSHIP$2,000
KAI KITSUDA
4840 BLACKROCK DRSACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$2,500
KRISTOPHER ERNDT
4249 OSLO CTANTELOPE CTCA95843NONEICOLLEGE SCHOLARSHIP$2,250
KRYSTA ALVAREZ
1733 38TH STREETSACRAMENTOCA95816NONEICOLLEGE SCHOLARSHIP$1,000
MADISON BROGAN
117 TALMONT CIRCLEROSEVILLECA95678NONEICOLLEGE SCHOLARSHIP$1,000
MADISON DUGGIN
2081 SYMPHONY AVEROSEVILLECA95747NONEICOLLEGE SCHOLARSHIP$1,500
MARIA AYON DEL CARMEN
3033 43RD STREET APT A 2ND FLSACRAMENTOCA95817NONEICOLLEGE SCHOLARSHIP$1,000
MARY TSAKKE
6867 DONERAIL DRIVESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$2,000
MAYA PRUNTY
7153 FIRE PINE LNSOMERSETCA95684NONEICOLLEGE SCHOLARSHIP$3,500
MICHAEL GERY
5713 GELSTON WAYEL DORADO HILLSCA95762NONEICOLLEGE SCHOLARSHIP$1,000
MICHAEL LEE
1501 GORMAN DRIVECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
NELLY YAKOVCHUK
2564 RHINE WAYELVERTACA95626NONEICOLLEGE SCHOLARSHIP$1,250
NICOLE ODUSOLA
2787 BENDER PLWOODLANDCA95776NONEICOLLEGE SCHOLARSHIP$1,250
NICOLE SUTTON
3929 NORTH COUNTRY DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,500
SKYLAR WINTER
4540 WUNSCHEL COURTPLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$2,250
SLAVIK KOLESNIKOVICH
2312 MORTENSEN COURTELVERTACA95626NONEICOLLEGE SCHOLARSHIP$1,250
VERONICA CORONEL
11411 CARROLL RDELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$1,250
CASANDRA LEE
10 WATER BAY COURTSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$1,000
VADIM RACHYNSKYY
3953 BIG CLOUD WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
AHNDIYA KIBURI
2154 CATHERWOOD WAYSACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$1,250
NICOLAS GORMAN
2642 ARBORETA CTCARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
KELLI PAVELCHIK
8028 RAVENCREST WAYCITRUS HEIGHTS CACA95621NONEICOLLEGE SCHOLARSHIP$1,000
IVAN YAN
9494 STONE SPRINGS DRIVEELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$1,000
GLORIA GONZALEZ SERRANO
636 SHORT STREETWEST SACRAMENTOCA95605NONEICOLLEGE SCHOLARSHIP$3,500
MIA URIBE
9012 LEVANT COURTELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$3,500
Adam Benmira
8615 FORTE STREETSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$4,000
ARCHANA JONES
5103 CORAZON WAYSACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$2,500
NAVNEET KAUR
3104 BLACK SADDLE DRANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
ARELY CABALLERO-MARTINEZ
7461 AUTUMN AVECITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$1,250
ALYSSA CLARK
3061 YARWOOD WAYSACRAMENTOCA95833NONEICOLLEGE SCHOLARSHIP$1,250
KYLIE KUBOTA
2042 CAMP WHITNEY CIRROCKLINCA95765NONEICOLLEGE SCHOLARSHIP$1,000
ELIZABETH SOUZA
1813 RICHMOND STSACAMENTOCA95825NONEICOLLEGE SCHOLARSHIP$1,000
ANGEL RUBIO
7312 WINDFALL WAYCITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$1,250
MAKSIM TSAKKE
6867 DONERAIL DRIVESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$1,250
BRANDON GARCIA
7253 CARRIAGE DRIVECIRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$1,250
RED MOREEN CAHUTAY
5317 SANDSTONE STREETCARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$4,000
ROBERTO SILVA
4506 PALM AVESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$1,250
WAYSON LEE
1012 DOC DAY COURTFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
JESSICA CERDA
5801 EUREKA LANESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$1,000
ABIGAIL CANAFE
2338 TELEGRAPH AVENUE UNIT 422BERKELEYCA94704NONEICOLLEGE SCHOLARSHIP$3,750
ESTRELLA PALACIOS
3015 EDISON AVESACRAMENTOCA95821NONEICOLLEGE SCHOLARSHIP$1,250
BRIAN QUACH
10104 MOSAIC WAYELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$3,750
DIANE LIANG
2523 RIDGE ROAD 209BERKELEYCA94709NONEICOLLEGE SCHOLARSHIP$1,500
MAXWELL AHLQUIST
5165 VAL VERDE ROADLOOMISCA95650NONEICOLLEGE SCHOLARSHIP$4,000
SAROOSH AMAN
1809 U STRIO LINDACA95673NONEICOLLEGE SCHOLARSHIP$1,000
CHI CHEN
4515 LINERAS WAYSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,500
DAVID TSAKKE
6867 DONERAIL DRIVESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$1,250
MAXWELL GALLEGOS
7829 INKSTER WAYSACRAMENTOCA95829NONEICOLLEGE SCHOLARSHIP$1,000
JUSTIN LE
3273 PEPPERRIDGE DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
ABIGAIL DELGADO
12 WINDCHIME CTSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,750
JOSHUA GAZZANIGA
759 ANDERSON RDDAVISCA95616NONEICOLLEGE SCHOLARSHIP$1,500
SHUKA PARK
2481 VALLEY ROADSACRAMENTOCA95821NONEICOLLEGE SCHOLARSHIP$3,000
AMANDA FOK
5 ROSA COURTSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$2,500
SERENE DECAMP
524 SHASTA STREETROSEVILLECA95678NONEICOLLEGE SCHOLARSHIP$2,250
FAITH MARTIN
6810 DI LUSSO DR APT 155ELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$2,750
SYDNEY REESE
999 FARNHAM AVENUEWOODLANDCA95776NONEICOLLEGE SCHOLARSHIP$3,500
LINDSEY VERNAU
2921 ROCKWELL COURTDAVISCA95618NONEISCHOLARSHIP GRANT$1,000
LESLIE DOMINGUEZ-SANTOS
3821 26TH AVENUESACRAMENTOCA95820NONEICOLLEGE SCHOLARSHIP$3,250
JAQUELYNE SANABRIA
22 FROST DRIVEWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$2,250
DELAINE KENDALL
8233 SUNBONNET DRIVEFAIR OAKSCA95628NONEICOLLEGE SCHOLARSHIP$1,000
ARIANNA FEJERAN
6924 TROVITA WAYCITRUS HEIGHTSCA95610NONEICOLLEGE SCHOLARSHIP$4,000
ANGELA MACIAS
6725 LEATHERWOOD WAYSACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$2,500
JOSEPH BENDER
4712 MELVIN DRIVECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$2,750
MICHAEL SCOTT
6232 WESTBROOK DRIVECITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$2,500
ELYSE EHLERT
1717 SHORT HILLS ROADSACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$1,000
DHEERA DUSANAPUDI
562 HILDEBRAND CIRCLEFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
EVELYN SINGH
7769 CARIBOU RIDGE WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,000
JOSEPH BLY
6931 LANDIS AVENUECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
MARIA REYES RIVAS
6128 VISTA AVENUECARMICHAELCA95824NONEICOLLEGE SCHOLARSHIP$3,000
ANGELINA BURIAN-GARCIA
8329 VILLAVIEW DRIVECITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$2,500
SUNGJAE BAE
273 SELBY RANCH ROAD APT 2SACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$2,750
BRANDON WONG
673 CAPELA WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$3,500
ENRIQUE NAVARRO
36734 SOUTH RIVER ROADCLARKSBURGCA95612NONEICOLLEGE SCHOLARSHIP$3,000
ARI OTT
3810 SAN YSIDRO WAYSACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$1,000
CLAIRE CORDATO
370 SILBERHORN DRIVEFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
RYAN WEINER
3520 MAGPIE COURTPLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$3,000
ANNA ARNAUTOVIC
2232 WELDON WAYSACRAMENTOCA95825NONEICOLLEGE SCHOLARSHIP$4,000
MANPREET KAUR
7371 POWER INN ROAD APT 219SACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$4,000
MAGDALENA GONZALEZ
8804 EL VERANO AVENUEELVERTACA95626NONEICOLLEGE SCHOLARSHIP$2,000
BETHLEHAM SOLOMON KALAB
4800 MARCONI AVENUE APT 253CARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$2,750
MARCO JIMENEZ
10815 ARNO ROADGALTCA95632NONEICOLLEGE SCHOLARSHIP$2,750
ILLYA GORDYY
4635 ANTELOPE ROAD APT 97ANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,000
CRISTIAN MILLAN
134 TEAL LANEGALTCA95632NONEICOLLEGE SCHOLARSHIP$2,000
GABRIELLE OSORIO
7858 QUAIL PARK WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$4,000
YANA LINKO
6933 TRAILRIDE WAYCITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$2,500
ISABEL SANTOYO-GARCIA
7420 GRAND OAKS BLVDCITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$3,000
MEGAN WALLACE
146 GILDED ROCK CIRCLEFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
GIANNA NOCETTI
1320 MEREDITH WAYCARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
SOPHIA CIRIMELE
2245 FROSTY FIR DRIVEPLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$1,000
BAILEY HAGEN
8429 CORTADERA DRIVEORANGEVALECA95662NONEICOLLEGE SCHOLARSHIP$2,500
TANYA AGRAWAL
3405 FOTTHILL PINE COURTFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
BOIAN NGUYEN-SANH
9510 SANDAGE AVENUEELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$1,000
SARAH GRAY
960 CASTEC DRIVESACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$1,000
EMMA MASLYANKA
35 BRIDGEFORD COURTROSEVILLECA95678NONEICOLLEGE SCHOLARSHIP$2,000
DESMOND GREER
19 ZOOLANDER COURTSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$1,000
ANIA WILSON
5660 WALNUT AVENUEORANGEVALECA95662NONEICOLLEGE SCHOLARSHIP$3,000
FEIYAN CHEN
6407 TWIN WOOD WAYCITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$2,000
DERIC KITSUDA
4840 BLACKROCK DRIVESACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$4,000
RETURNED FUNDS - NET
1525 W WT HARRIS BLVD MAC D1114-044CHARLOTTENC28262NONE1COLLEGE SCHOLARSHIP RETURNS-$4,037
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$299,713TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138,725ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$324,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$463,496ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$463,496TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$11,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,000DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
General Explanation Supplemental Information for Form 990-PFPART XVTHE SCHOLARSHIP APPLICATION CAN BE FOUND ONLINE AT HTTPS://AIM.APPLYISTS.NETIF YOU HAVE ANY QUESTIONS, CONTACT M-D NOVEMBER AT (615) 777-3734 OR AT MNOVEMBER@APPLYISTS.COMADDITIONAL SCHOLARSHIP INFORMATION CAN BE FOUND ON THE PAGES BELOW."Say Little, Do Much" (Genesis 18-22)These words epitomize the lives of Jeannette Schwab-Rosenhouse and Leo Rosenhouse. They lived quietly while amassing more than $10 million in investments. Through their will, Mr. and Mrs. Rosenhouse created an exciting opportunity for Sacramento-area high school seniors: the ability to pursue their educational dreams with the assistance of meaningful cash scholarships.Learning has always held a special place within Judaism - a respect and appreciation for learning permeates Jewish life. Through the generosity and heartfelt kindness of Mr. and Mrs. Rosenhouse, the Federation created the Schwab-Rosenhouse Memorial Scholarship Foundation. The Foundation provides scholarships for post-secondary study at colleges, universities and vocation/technical institutions within 100 miles of the Sacramento County Courthouse. All eligible high school seniors living in the greater Sacramento region may apply for these scholarships.During the spring of 1997, The Jewish Federation appointed an advisory committee to create and administer this program. As trustees of the Schwab-Rosenhouse Memorial Scholarship Foundation, we welcome your application and encourage each of you to take advantage of this unique opportunity.We are honored to carry out the wishes of Mr. and Mrs. Rosenhouse, providing young people living in the greater Sacramento region the ability to pursue higher education, and essential key to a successful future.INQUIRIESThe 2022-23 application process launched in October 2021.If you have any questions about the Schwab-Rosenhouse Memorial Scholarship Fund, please contact ISTS at 855-670-ISTS (4787) or contactus@applyists.com.FAQSWHO IS ELIGIBLE?Graduating high school seniors who have lived in El Dorado, Placer, Yolo or Sacramento County, California, for at least two years prior to the time of application and also meet California State residency requirements.Students who are planning to enroll full-time at an accredited two or four year college, university or vocational/technical institution located within 100 miles of the Sacramento County Courthouse.THE APPLICATION PROCESSThe 2022-23 program deadline is February 3, 2022. Eligible applicants should have completed the online application and submitted high school transcripts, test scores, and letters of recommendation.WHO ADMINISTERS THE SCHOLARSHIP?The Schwab-Rosenhouse Memorial Scholarship Fund is administered by International Scholarship and Tuition Services, Inc. (ISTS). ISTS will manage the online application process, appoint the selection committee, notify winners and non-winners and confirm enrollment status. THE SELECTION PROCESSEach candidates academic record, school and community activities, volunteer activities, and other personal circumstances will be evaluated. Responses to questions related to future education and career plans also will be an important factor in the evaluation process. SCHOLARSHIP AWARD AMOUNTSSchwab-Rosenhouse Memorial Scholarship awards range from $1,000 to $5,000 per year. The length of the course of study and the cost for full-time study at the selected institution will determine the actual amount received by each recipient. Financial need is a factor in setting final award amounts. Finalists will be required to submit a copy of their FAFSA Student Aid Report as part of the award setting process.HOW WILL AWARDS BE PAID?Scholarship funds will be issued to the student's selected institution for payment of educational expenses. The student will receive a copy of the check transmittal notice confirming payment of the funds.WHAT ARE THE RECIPIENTS RESPONSIBILITIES?In keeping with the goals of the Schwab-Rosenhouse Memorial Scholarship Foundation, scholarship winners must remain enrolled full-time and be in good academic standing with a B average (3.0 GPA on a 4-point scale) or better. Along with the award notice, students will receive information and other regulations related to ongoing eligibility and enrollment requirements.MAY I ACCEPT OTHER AWARDS?Yes, Schwab-Rosenhouse Scholars may accept any and all other awards granted to them, as long as the combined sum of scholarships, grants and loans does not exceed the total cost of attendance at their chosen college or university.
General Explanation Supplemental Information for Form 990-PFSTATEMENT 8 - ADDITIONAL INFORMATIONFORM 990-PF, PART VIII, LINE 1(B)AND 1(C)LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEESSACRAMENTO REGION COMMUNITY FOUNDATION, TRUSTEE:THE COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCTION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
General Explanation Supplemental Information for Form 990-PFSchwab-Rosenhouse Memorial FoundationSecurities12/31/2021 COSTSECURITY BASIS FMVCORPORATE STOCK:DIMENSIONAL - US LARGE CAP EQUITY 1,673,088.45 2,698,839.44 VANGUARD DEVEL MARKETS IDX ADMIRAL 1,369,873.29 1,616,158.94 VANGUARD EMERGING MKTS STK IDX ADM 340,888.23 406,210.94VANGUARD SMALL-CAP IDX FND ADM 326,256.16 457,236.76 ------------ ------------ TOTAL 3,710,106.13 5,178,446.08 CORPORATE BONDS:VANGUARD SHORT-TERM BOND INDEX ADM 607,376.22 629,614.49 VANGUARD TOTAL BOND MKT INDEX ADM 1,387,631.74 1,500,849.66 ------------ ------------ TOTAL 1,995,007.96 2,130,464.15

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME-SEE SUPPLEMENTAL INFOBondNm
EOY Book Value$1,995,008EOYBookValueAmt
EOYFMV$2,130,464EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES-SEE SUPPLEMENTAL INFOStockNm
EOY Book Value$3,710,106EOYBookValueAmt
EOYFMV$5,178,446EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSIT SCHOLARSHIP FUND$73,475$171,263$171,263
PREPAID SCHOLARSHIP ADMIN FEE$27,500$28,000$28,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSES$27,500$27,500
REIMBURSED EXPENSE-$27-$27

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescEOY Book ValueEOYBookValueAmt
ADVANCES$2,930
FEDERAL EXCISE TAX$5,046

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$7,658Amt