STRATEGY STUDIO / PUBLIC DATA EXPLORER

SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION (EIN 68-6136241)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-26
IRS object ID
202322079349100012
Schema version
2022v5.0
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)
Return2023-07-26T13:42:18-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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)
PersonEDWARD HARRISPersonNm
Person TitleCFOPersonTitleTxt
Signature2023-07-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastHARRISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,234,117FMVAssetsEOYAmt
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$133,872DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,872DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,328NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$339,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,328CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$198,200TotalRevAndExpnssAmt
Total Net Invst Incm$198,200TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$99,184CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$74,388CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$24,796CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,400AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$16,400AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$150TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$150TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,920OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$29,920OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$145,654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,388TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$71,266TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,334ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,334ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$405,988TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,388TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$331,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$207,788ExcessRevenueOverExpensesAmt
Net Investment Income$123,812NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$223,607SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$154,787SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$154,787SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$1,119PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,119PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$3,710,106CorporateStockBOYAmt
Corporate Stock EOY$3,872,490CorporateStockEOYAmt
Corporate Stock EOYFMV$4,324,178CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,995,008CorporateBondsBOYAmt
Corporate Bonds EOY$1,760,291CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,630,500CorporateBondsEOYFMVAmt
Other Assets BOY$199,263OtherAssetsBOYAmt
Other Assets EOY$123,533OtherAssetsEOYAmt
Other Assets EOYFMV$123,533OtherAssetsEOYFMVAmt
Total Assets BOY$6,127,984TotalAssetsBOYAmt
Total Assets EOY$5,912,220TotalAssetsEOYAmt
Total Assets EOYFMV$6,234,117TotalAssetsEOYFMVAmt
Other Liabilities BOY$7,976OtherLiabilitiesBOYAmt
Total Liabilities BOY$7,976TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,120,008CapitalStockBOYAmt
Capital Stock EOY$5,912,220CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,120,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,912,220TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,127,984TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,912,220TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,120,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$207,788ExcessRevenueOverExpensesAmt
Subtotal$5,912,220SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,912,220TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP2001-01-012022-12-31$71,211$71,211$71,211
PUBLICLY TRADED SECURITIESP2022-07-202022-12-13$268,082-$6,883-$6,883$274,965
FieldValueIRS element (for citing)
Capital Gain Net Income$64,328CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,883NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,721InvestmentIncomeExciseTaxAmt
Subtotal$1,721SubtotalAmt
Tax Based On Investment Income$1,721TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,880EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,880TotalPaymentsAndCreditsAmt
Overpayment$1,159OverpaymentAmt
Applied To ES Tax$1,159AppliedToESTaxAmt

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 Line1Edward HarrisBusinessNameLine1Txt
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$99,184
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 BESS WOHLNER
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$6,312,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$177,524AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,489,879TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,489,879AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,348CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,392,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$319,627MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$319,627MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,721TaxBasedOnInvestmentIncomeAmt
Total Tax$1,721TotalTaxAmt
Distributable Before Adj$317,906DistributableBeforeAdjAmt
Distributable Before Ded$317,906DistributableBeforeDedAmt
Distributable As Adjusted$317,906DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$331,600ExpensesAndContributionsAmt
Qualifying Distributions$331,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$317,906DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$52,387ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,167ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$90,933ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$102,547ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$311,034TotalExcessDistributionCyovAmt
Qualifying Distributions$331,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$317,906AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,694RemainingDistriFromCorpusAmt
Total Corpus$324,728TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$52,387ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$272,341ExcessDistriCyovToNextYrAmt
Excess From Year4$65,167ExcessFromYear4Amt
Excess From Year3$90,933ExcessFromYear3Amt
Excess From Year2$102,547ExcessFromYear2Amt
Excess From Current Year$13,694ExcessFromCurrentYearAmt

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 DeadlinesTYPICALLY IN FEBRUARY OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHED SUPPLEMENTAL INFORMATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEVGEN AGAPOV
3713 PINE HOLLOW WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,250
MAXWELL AHLQUIST
5165 VAL VERDE ROADLOOMISCA95650NONEICOLLEGE SCHOLARSHIP$4,000
ALLISON LEE
7160 LYNHOLLEN WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$1,000
ALLISON MALCOM
902 PURDUE DRWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$3,250
AMERICA RAMIREZ LOMELI
3526 MOBILE WAYSACRAMENTOCA95834NONEICOLLEGE SCHOLARSHIP$3,250
AYESHA NOREEN
655 COTTONWOD ST APT 11WOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,250
BENJAMIN NGUYEN
9616 FLAME TOKAY WAYELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$3,500
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
EMMA LUDOVINA
36440 COUNTY ROAD 14WOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,000
GERARDO BRAMBILA SANTANA
99 CALIFORNIA STREETWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,500
HEDAQ IBRAHIM
8908 BRETON WAYELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,250
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
MARY TSAKKE
6867 DONERAIL DRIVESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$2,000
MAYA PRUNTY
7153 FIRE PINE LNSOMERSETCA95684NONEICOLLEGE SCHOLARSHIP$3,500
MICHAEL LEE
1501 GORMAN DRIVECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
NELLY YAKOVCHUK
2564 RHINE WAYELVERTACA95626NONEICOLLEGE SCHOLARSHIP$1,250
NICOLE SUTTON
3929 NORTH COUNTRY DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,500
SKYLAR WINTER
220A OLIVE STREETSANTA ROSACA95401NONEICOLLEGE 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
8248 MANHART WAYELVERTACA95626NONEICOLLEGE SCHOLARSHIP$1,000
AHNDIYA KIBURI
2154 CATHERWOOD WAYSACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$1,250
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
ADAM BENMIRA
8615 FORTE STREETSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$4,000
ARCHANA JONES
8873 SILVERY BLUE WAYELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$2,500
NAVNEET KAUR
3104 BLACK SADDLE DRANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
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
10166 DE SOTO WAYSACRAMENTOCA95827NONEICOLLEGE SCHOLARSHIP$1,250
MAKSIM TSAKKE
6867 DONERAIL DRIVESACRAMENTOCA95842NONEICOLLEGE 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
2115 HASTE ST UNIT 104BERKELEYCA94704NONEICOLLEGE SCHOLARSHIP$3,750
ESTRELLA PALACIOS
3616 MAHOGANY STREETSACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$1,250
BRIAN QUACH
10104 MOSAIC WAYELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$3,750
DIANE LIANG
2523 RIDGE ROAD 209BERKELEYCA94709NONEICOLLEGE SCHOLARSHIP$1,500
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 CT 12SACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,750
FAITH MARTIN
6619 LENNOX WAYELK 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
ELYSE EHLERT
1717 SHORT HILLS ROADSACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$1,000
EVELYN SINGH
7769 CARIBOU RIDGE WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,000
JOSEPH BLY
6931 LANDIS AVENUECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
MARIA RIVAS REYES
6128 VISTA AVENUECARMICHAELCA95824NONEICOLLEGE SCHOLARSHIP$3,000
ANGELINA BURIAN-GARCIA
8329 VILLAVIEW DRIVECITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$2,500
SUNGJAE BAE
12848 PIER VIEW WAY APT 2RANCHO CORDOVACA95742NONEICOLLEGE SCHOLARSHIP$2,750
BRANDON WONG
673 CAPELA WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$3,500
MANPREET KAUR
7371 POWER INN ROAD APT 219SACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$4,000
MAGDALENA GONZALEZ
8804 EL VERANO AVENUEELVERTACA95626NONEICOLLEGE SCHOLARSHIP$2,000
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
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
BOIAN NGUYEN-SANH
9510 SANDAGE AVENUEELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$1,000
SARAH GRAY
960 CASTEC DRIVESACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$1,000
DESMOND GREER
19 ZOOLANDER COURTSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$1,000
FEIYAN CHEN
6407 TWIN WOOD WAYCITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$2,000
DERIC KITSUDA
4840 BLACKROCK DRIVESACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$4,000
KRYSTA ALVAREZ
1733 38TH STREETSACRAMENTOCA95816NONEICOLLEGE SCHOLARSHIP$1,000
MARIA ARGUELLO
2640 WOODRIDGE CT APT 20PLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$1,250
MCKENNA BERRY
4818 CREEKSIDE DRIVESHINGLE SPRINGSCA95682NONEICOLLEGE SCHOLARSHIP$5,000
RIANA BINDEL
1245 LONE INDIAN TRAILSOUTH LAKE TAHOECA96150NONEICOLLEGE SCHOLARSHIP$1,000
ARIANA BRASCH
8743 STURGEON WAYSACRAMENTOCA95826NONEICOLLEGE SCHOLARSHIP$1,000
IRMA CAMPOS-RIVERA
3820 ELM STREETSACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$3,250
MAKENNA CURTIS
4601 NICKELS WAYSACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$3,000
DAYANARA DE PAZ TORRES
6239 PECAN AVE APT EORANGEVALECA95662NONEICOLLEGE SCHOLARSHIP$2,500
LITZY DOMINGUEZ SANTOS
3821 26TH AVENUESACRAMENTOCA95820NONEICOLLEGE SCHOLARSHIP$2,500
MOHAMMED EDREES
8436 BRAMBLE BUSH CIRCLEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
AMANDA EDWARDS
8912 PALMERSON DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$5,000
JACKIE ERNDT
4249 OSLO COURTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
CAROLINA FLOLO
1704 SANDYPOINT ROADWEST SACRAMENTOCA95691NONEICOLLEGE SCHOLARSHIP$1,000
HANNIA PAOLA JAUREQUI TORRES
711 A STREET APT 1GALTCA95632NONEICOLLEGE SCHOLARSHIP$2,500
ELANA JIMENA
9689 MELROSE AVENUEELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$2,500
JULIAN JOHNSON
782 BING COURTPLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$2,500
SIMONE KUDIA
724 PLUM CREEK COURTFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$3,000
TOAN LE
5500 SKY PARKWAY 56SACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,500
ADELENE LEUNG
2248 CATTLE DRIVEFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$4,000
ADAM LEVINE
2664 LA VIA WAYSACRAMENTOCA95825NONEICOLLEGE SCHOLARSHIP$1,000
LINDSEY LISH
8404 CORTADERA DRIVEORANGEVALECA95662NONEICOLLEGE SCHOLARSHIP$2,500
MICHAEL MASLIANKA
7028 AMBERWICK WAYCITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$3,500
KAITIN MILLER
5772 CAMP FAR WEST ROADSHERIDANCA95681NONEICOLLEGE SCHOLARSHIP$4,000
CAMRYN OLSEN
7304 WHYTE AVENUECITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$1,000
MOLLY OROPALLO
5503 LEA COURTROCKLINCA95765NONEICOLLEGE SCHOLARSHIP$1,000
LAUREL OSEGUEDA
4325 FIGWOOD WAYSACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$4,000
HIDEAKI PARK
2481 VALLEY ROADSACRAMENTOCA95821NONEICOLLEGE SCHOLARSHIP$5,000
SYDNIE PELZNER
626 BUCHANAN WAYFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
GIA PRANGE
7605 WOODGLEN DRIVEFAIR OAKSCA95628NONEICOLLEGE SCHOLARSHIP$1,000
JOSEPHINE PRICE
9631 APPLE MILL DRIVEELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$2,500
ANTONIO RAMOS ESQUIVEL
108 WILLIAMS STREETWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$1,000
ROCIO RODRIGUEZ HUERTA
6233 GETTYSBURG LANECITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$1,500
AALIYAH SAFI
7908 IVY HILL WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,250
GLORIA SAVCHENKO
8513 CYSTRAL RIDGE WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,250
PHORNTIP SAYAMNATH
7960 VALLEY GREENSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$1,500
CHLOE SIMMONS
1543 38TH AVENUESACRAMENTOCA95822NONEICOLLEGE SCHOLARHSIP$1,000
CHEYENNE SMITH
3500 BLACK ELK COURTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,500
MARGARET TOBIN
936 GARCIA DRIVEWOODLANDCA95776NONEICOLLEGE SCHOLARSHIP$2,500
MIA URIBE
9012 LEVANT COURTELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$3,500
AMANDA WONG
3921 62ND STREETSACRAMENTOCA95820NONEICOLLEGE SCHOLARSHIP$1,000
RACHEL WONG
3008 GENARO PLACEDAVISCA95618NONEICOLLEGE SCHOLARSHIP$1,000
LESLIE GACHUZ-GOMEZ
5950 WATERASH WAYSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,000
SHANIYA SINGH
5517 MADRONO PLACEATASCADEROCA93422NONEICOLLEGE SCHOLARSHIP$1,000
PACHIA YANG
7613 VICTORY AVENUESACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$3,500
ANDREA ZAMORA LOPEZ
1409 STEPHANIE AVENUESACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$3,250
RETURN OF PRIOR YEAR GRANTS ADJUSTM
955 UNIVERSITY AVENUE SUITE ASACRAMENTOCA95825NONEICOLLEGE SCHOLARSHIP-$8,666
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,334TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,872ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$64,328ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$198,200ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$198,200TotalIncomeProducingActyAmt

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$16,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME-SEE SUPPLEMENTAL INFOBondNm
EOY Book Value$1,760,291EOYBookValueAmt
EOYFMV$1,630,500EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES-SEE SUPPLEMENTAL INFOStockNm
EOY Book Value$3,872,490EOYBookValueAmt
EOYFMV$4,324,178EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSIT SCHOLARSHIP FUND$171,263$96,333$96,333
PREPAID SCHOLARSHIP ADMIN FEE$28,000$27,200$27,200

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE EXPENSESDesc
Revenue And Expenses Per Books$29,920RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$29,920DisbursementsCharitablePrpsAmt