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CARRICK 3410 MISSION AVENUE APT 34 CARMICHAEL CA 95608 NONE I COLLEGE SCHOLARSHIP 1500 SYDNEY REESE 999 FARNHAM AVENUE WOODLAND CA 95776 NONE I COLLEGE SCHOLARSHIP 3500 TOAN LE 5500 SKY PARKWAY 56 SACRAMENTO CA 95823 NONE I COLLEGE SCHOLARSHIP 3500 VERONICA CORONEL 11411 CARROLL RD ELK GROVE CA 95757 NONE I COLLEGE SCHOLARSHIP 1250 345341 14 624 14 159896 14 283 18 -1126 159677 159677 false false false false false false false false false false SNORTLAND, ET AL 14420 0 0 14420 General Explanation Supplemental Information for Form 990-PF PART 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 2020-21 application process launched in October 2019. 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 2020-21 program deadline is February 6, 2020. 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-PF STATEMENT 9 - 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-PF Schwab-Rosenhouse Memorial FoundationSecurities12/31/2019 COSTSECURITY BASIS FMVCORPORATE STOCKDIMENSIONAL - US LARGE CAP EQUITY 1,947,366.39 2,278,721.53 VANGUARD DEVEL MARKETS IDX ADMIRAL 1,291,370.93 1,315,440.96 VANGUARD EMERGING MKTS STK IDX ADM 323,187.29 349,484.44 SMALL - CAP INDEX FUND ADM 316,247.38 326,069.10 ------------ ------------ 3,878,171.99 4,269,716.03 CORPORATE BONDSVANGUARD SHORT-TERM BOND INDEX ADM 958,189.53 991,316.49 VANGUARD TOTAL BOND MKT INDEX ADM 1,320,307.18 1,416,921.81 ------------ ------------ 2,278,496.71 2,408,238.30 FIXED INCOME -SEE ATTACHED 2278497 2408238 EQUITIES -SEE ATTACHED 3878172 4269716 DEPOSIT SCHOLARSHIP FUND 21745 95601 95601 PREPAID SCHOLARSHIP ADMIN FEE 27500 27500 27500 PREPAID TAXES 4000 4000 TAX REFUND RECEIVABLE 9411 9411 ADMINISTRATIVE EXPENSES 2722 2722 CA AG REGISTRATION 150 CA FILING FEE 10 SCHOLARSHIP ADMINISTRATION FEE 29780 29780 Other Investment Income 283 283 COST BASIS ADJUSTMENT ON SECURITIES 4167 EXCISE TAX 1276