SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION (EIN 68-6136241)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-04
- IRS object ID
- 201912479349100211
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-04T16:40:32-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941521621 | 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 | 2018-01-01 | 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 | JAMES B MCCALLUM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2019-08-28 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,316,996 | 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 |
| Interest On Sav Rev And Expnss | $7,292 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,292 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,323,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,117,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,323,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,473,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,473,939 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,493 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,501 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,992 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,935 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $6,935 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $11,985 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,476 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $32,956 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,592 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,592 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $378,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,042,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,434,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $286,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $508,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $508,003 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,632,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,786,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,356,882 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,244,404 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,219,180 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,249,494 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,508,925 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $153,372 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,023 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,245 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,245 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,675,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,712,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,316,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,675,204 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,712,930 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,675,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,712,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,675,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,712,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,675,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,042,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,717,673 | SubtotalAmt |
| Other Decreases | $4,743 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,712,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2012-12-31 | 2018-12-31 | $7,115,682 | $5,793,840 | $1,321,842 | $1,321,842 |
| CAPITAL GAIN DISTRIBUTIONS | 2012-12-31 | 2018-12-31 | $1,501 | $1,501 | $1,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,323,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $378,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,565,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05760 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $263,948 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,250,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $360,233 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,518,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05527 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $346,132 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,660,030 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05197 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $390,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,477,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06030 | DistributionYr5Rt |
| Total Distribution | 0.267367 | TotalDistributionRt |
| Average Distribution | 0.053473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,552,865 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $350,401 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $364,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $378,460 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,350 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,350 | SubtotalAmt |
| Tax Based On Investment Income | $14,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,023 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $39,023 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,673 | OverpaymentAmt |
| Applied To ES Tax | $14,360 | AppliedToESTaxAmt |
| Refund | $10,313 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | JAMES B MCCALLUM | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | $8,852 |
| DR MARVIN KAMRAS | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| JULIE SMALL | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| FRANK GUMPERT | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| RABBI ALAN RABISHAW | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| JANA USLAN | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| JOHN LEWIS | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| STEVE COHAN | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| CHRIS DROUIN | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| WELLS FARGO BANK - SEE NOTE | ||||||
| 1 W 4TH STREET MAC D4000-041 | WINSTONSALEM | NC | 27101 | Trustee | 1.00 | $47,641 |
| 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 | $5,083,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,568,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,652,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,652,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,552,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,350 | TotalTaxAmt |
| Distributable Before Adj | $313,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $313,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $378,460 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $378,460 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,350 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $364,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,293 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,582 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,510 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,794 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $59,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $378,460 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,167 | RemainingDistriFromCorpusAmt |
| Total Corpus | $260,834 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,582 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,510 | ExcessFromYear4Amt |
| Excess From Year3 | $42,794 | ExcessFromYear3Amt |
| Excess From Year1 | $59,781 | ExcessFromYear1Amt |
| Excess From Current Year | $65,167 | ExcessFromCurrentYearAmt |
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 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | IN FEBRUARY OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (164 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OLIVIA BROPHY | |||||||
| 8100 BARTON ROAD | GRANITE BAY | CA | 95746 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KEVIN CHAN | |||||||
| 7572 POCKET ROAD | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| BRITTNY CHAO | |||||||
| 3420 DAVIDSON DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ERICA FEASEL | |||||||
| 6712 COSSANI COURT | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ERIC HARGREAVES | |||||||
| 8528 REDWATER DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| PARKER HOUSTON | |||||||
| 1001 LEAH COURT | AUBURN | CA | 95603 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MARAID JIMENEZ | |||||||
| 1505 MORSE AVE | SACRAMENTO | CA | 95864 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ALEXCIS LUERA | |||||||
| 5308 MEADOW PARK WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| JANNETTE MENDIOLA | |||||||
| 958 EMERALD VISTA DRIVE | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| RACHEL PINA-PINON | |||||||
| 16648 OMEGA STREET | ESPARTO | CA | 95627 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| NINA SAFERSTEIN | |||||||
| 1132 PERKINS WAY | SACRAMENTO | CA | 95818 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MARILYNN WONG | |||||||
| 7577 21ST STREET | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| HALEY ADEL | |||||||
| 329 CRUISE WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ABDULLAH AL TEKREETI | |||||||
| 8282 CALVINE ROAD APT 3067 | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| SARAH ANDERSON | |||||||
| 1617 MANASCO CIRCLE | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| CHADWICK BOWLIN | |||||||
| 560 AVIATOR CIRCLE | SACRAMENTO | CA | 95835 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| MARCUS COHEN | |||||||
| 217 22ND STREET | SACRAMENTO | CA | 95816 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KYLE COOPER | |||||||
| 675 ALVARADO AVE | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| NGOC DOAN | |||||||
| 8125 GLORIAN WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ROBERTO GODINEZ | |||||||
| 5899 NORTH HAVEN DRIVE | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| ANNA KATRINA GUTIERREZ | |||||||
| 7152 LUDLOW DRIVE | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| SYDNEY HANZALIK | |||||||
| 115 BARROWS WAY | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| CASSIDY HILDEBRAND | |||||||
| 610 OAK RIDGE DRIVE | ROSEVILLE | CA | 95661 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEC JOBBINS | |||||||
| 2246 WHITE SANDS DRIVE | SOUTH LAKE TAHOE | CA | 96150 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| MANPREET KANG | |||||||
| 4236 COUGAR HILLS WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ALEXANDER KATRECHKO | |||||||
| 309 PHEBE COURT | ROSEVILLE | CA | 95661 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| KRISTINA KOLESNIKOVICH | |||||||
| 2312 MORTENSEN COURT | ELVERTA | CA | 95626 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| COREY KOWALCZYKE | |||||||
| 2412 ROTTERDAM DRIVE | ELVERTA | CA | 95626 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| SHREYA KUMAR | |||||||
| 10332 GRACIOSA WY | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| MICHELLE MAH | |||||||
| 1312 HARRISON DRIVE | ROSEVILLE | CA | 95678 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ARIANA MATTHEWS | |||||||
| 8622 SHADOW CREST CIRCLE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEXANDER MILLER | |||||||
| 8036 LADD COURT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| JOANNE NEWENS | |||||||
| 7723 RIVER GROVE CIRCLE | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| MARLA QUINTERO | |||||||
| 3529 MERANO WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| SAMANTHA ROWEN | |||||||
| 4380 LAKERIDGE DRIVE | POLLOCK PINES | CA | 95726 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| STELLA SMOLIKOVA | |||||||
| 4500 NATOMAS CENTRAL DRIVE 412 | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| VICTORIA TAN | |||||||
| 2754 GANGES PLACE | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| ADRIANA VAZQUEZ | |||||||
| 8441 HELSINKI WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| TSZ TSUN WONG | |||||||
| 8534 SHASTA LILY DRIVE | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| IRISA ZHANG | |||||||
| 2615 REGENT ST | BERKELEY | CA | 94720 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| TATYANA ZHEZHERYA | |||||||
| 3613 KOBIAS COURT | SACRAMENTO | CA | 95827 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MICHELLE ACOBA | |||||||
| 2370 CARAVAGGIO DRIVE | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| LEENA AWNI | |||||||
| 2106 BABSON DR | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AMRIT BANGA | |||||||
| 11 PEWTER CT | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| JARROD BANIQUED | |||||||
| PO BOX 8447 | WOODLAND | CA | 95776 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| THALIA BENNETT-RAMIREZ | |||||||
| 301 SIERRA BLVD | ROSEVILLE | CA | 95678 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ESTHER BIKOBA | |||||||
| 1737 ARCHER DRIVE | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $3,225 |
| LEGEND BRANDENBURG | |||||||
| 731 F STREET APT 220 | WEST SACRAMENTO | CA | 95605 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| NHI BUI | |||||||
| 7682 PAR PKWY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| CLAIRE CHAPMAN | |||||||
| 4639 PAULA WAY | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| HOLLY CHENG | |||||||
| 7105 BOA NOVA DR | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| NEARYRATH CHHAY | |||||||
| 9440 W STOCKTON BLVD APT 104 | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| JAMES CHHEN | |||||||
| 6403 HILLSDALE BLVD | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| EMMA CUNNINGHAM | |||||||
| 14412 RATTLESNAKE ROAD | GRASS VALLEY | CA | 95945 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| DARLENE DICKINSON | |||||||
| 7100 WELLS AVE | LOOMIS | CA | 95650 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| UYEN DO-TRAN | |||||||
| 7242 MUNSON WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ALYSSA EDWARDS | |||||||
| 8912 PALMERSON | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| STEPHANIE FARRIS | |||||||
| 983 ELSWORTH CT | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| AUSTIN FRIEDHEIM | |||||||
| 3210 BERMUDA AVE | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| VIVIAN GALLEGOS | |||||||
| 7829 INKSTER WAY | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MICHAEL GREY | |||||||
| 5200 NORTH LAKE RD VALLEY TERRACES | MERCED | CA | 95343 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| CARLOS ANTONIO GUTIERREZ | |||||||
| 7152 LUDLOW DR | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| JULIA HAMMER | |||||||
| 3681 REDDING AVE | SACRAMENTO | CA | 95820 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| KARLY HARRIS | |||||||
| 616 COSTA LANE | LINCOLN | CA | 95648 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| ANGELINA HERNANDEZ | |||||||
| 9553 BIG TIMBER DR | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| LAUREN HUDSON | |||||||
| 1132 BRAMBLE LANE | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KATIE HUGHES | |||||||
| 5920 BLARNEY WAY | PILOT HILL | CA | 95664 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MADISON HUNTE-DURHAM | |||||||
| 5960 SOUTH LAND PARK DR 172 | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| NHI HUYNH | |||||||
| 8380 LINDERHOF WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| GABRIEL IONICA | |||||||
| 8400 GIVEMY CIR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| EMILY JANG | |||||||
| 9309 CASTLEVIEW DRIVE | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ROXANNA JARVIS | |||||||
| 8116 PINEFIELD DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| KENNEDY JOHNSON | |||||||
| 14596 GUADALUPE DRIVE | RANCHO MURIETTA | CA | 95683 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| LEYLA KABULI | |||||||
| 1311 CASSEL LN | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JASLEEN KAUR | |||||||
| 8164 KIRKWALL CT | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ALLA KLIMKIV | |||||||
| 4313 SHANDWICK DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| NICOLE LE | |||||||
| 3273 PEPPERIDGE DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| VENIAMIN LEBICH | |||||||
| 3214 CRESTON CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KRISTEN LEE | |||||||
| 1501 GORMAN DRIVE | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JASMIN LOPEZ | |||||||
| 9400 STONE SPRINGS DR | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KAYLA MARTAIN | |||||||
| 6084 BLARNEY WAY | PILOT HILL | CA | 95664 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| NIZA MORENO | |||||||
| 7415 LARCHMONT DR APT 7 | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| LEXIS NICODEMUS | |||||||
| 8800 SIERRA COLLEGE BLVD 923 | GOLD RIVER | CA | 95661 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| LILIYA NIKOLAYEVA | |||||||
| 45 FAIRBANKS AVE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| OLUCHUKWU OKWU | |||||||
| 4216 CHINQUAPIN WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| YULIETT GONZALEZ | |||||||
| 4637 14TH AVE | SACRAMENTO | CA | 95820 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ALYSSA OSBORNE | |||||||
| 2379 GALVIN WAY | WOODLAND | CA | 95776 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| HUNTER PEOPLES | |||||||
| 9153 IVY LEAGUE CIRCLE | ORANGEVALE | CA | 95662 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MASON PIERCE | |||||||
| 2660 SHERWOOD WAY | MEADOW VISTA | CA | 95772 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANGELINA PUGACH | |||||||
| 3383 ALDER CANYON WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| HALEE REYES | |||||||
| PO BOX 2437 | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| LIELLE ROSS | |||||||
| 1955 BIDWELL WAY | SACRAMENTO | CA | 95818 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANDREA SANTOS | |||||||
| 114 MERMOD ROAD | WINTERS | CA | 95694 | NONE | I | COLLEGE SCHOLARSHIP | $2,225 |
| MATTHEW SIGNORTTI | |||||||
| 2632 18TH STREET | SACAMENTO | CA | 95818 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ALISHA SINGH | |||||||
| 3150 MERRIT ISLAND COURT | WEST SACRAMENTO | CA | 95691 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ANKIT SOMPURA | |||||||
| 4304 BANCHORY CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| HANNAH STEVENSON | |||||||
| 9895 OSPREY POINT CIRCLE | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ALLA TSAKKE | |||||||
| 6867 DONERAIL DRIVE | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $2,225 |
| DANIEL VELASQUEZ | |||||||
| 442 BOWMAN | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MICHAEL VERNAU | |||||||
| 2921 ROCKWELL COURT | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| RUBY VO | |||||||
| 7954 WHITE GOLD CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| YAOLIN WANG | |||||||
| 8416 RED FOX WAY | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| TAYLOR WELLSFRY | |||||||
| 7440 QUINN PLACE | LOOMIS | CA | 95650 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ADEBADE ILORI | |||||||
| 3804 MADISON AVE 20 | SACRAMENTO | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ALENCIA CAMARGO | |||||||
| 6301 PATTERSON WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEXANDRIA SANTIAGO | |||||||
| 7620 MENDHAM CT | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALISON NEWENS | |||||||
| 7723 RIVER GROVE CIRCLE | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ALYSSA LARIOS | |||||||
| 9672 SOARING OAKS DRIVE | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AMANDA SERYNEK | |||||||
| 8346 RUGE CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANA GONZALEZ | |||||||
| 4550 39TH AVE | SACRAMENTO | CA | 95824 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANAHI DUENAS-GARCIA | |||||||
| 7533 21ST STREET | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ANTONE CRUZ | |||||||
| 6773 PASEO DEL SOL WAY | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| BRYAN THORNBURG | |||||||
| 971 MALLARD CT | LINCOLN | CA | 95648 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CALVIN WONG | |||||||
| 673 CAPELA WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| CARMEN MORENO OROZCO | |||||||
| 2000 W CAPITOL AVE 81 | W SACRAMENTO | CA | 95691 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| CHANTEL MILLAN | |||||||
| 134 TEAL LANE | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| CHELSEA EMERSON | |||||||
| 7037 WESTCHESTER WAY | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| DIANA JORDAN | |||||||
| 300 HARDING AVE 5 | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $3,500 |
| DIEGO CONEJO | |||||||
| 6316 SAN BENITO WAY | CIRUS HEIGHTS | CA | 95610 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| DOMININ GREEN | |||||||
| 9 AZOREAN CT | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ELIAS JBEILY | |||||||
| 8536 STORY RIDGE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ENIOLA OWOYELE | |||||||
| 3213 CLAUDINE CT | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ESPERANZA DAMIAN | |||||||
| 31 PADDLE COURT | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| ETHAN WEINER | |||||||
| 3520 MAGPIE COURT | PLACERVILLE | CA | 95667 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| FAITH ABANO | |||||||
| 8131 WALERGA | ANTELOPE | CA | 95843 | I | COLLEGE SCHOLARSHIP | $1,000 | |
| GARREN O'KEEFE | |||||||
| 22565 HIGH SIERRA VIEW DRIVE | COLFAX | CA | 95713 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| GARRETT MA | |||||||
| 3018 BOLLATE LANE | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| HAO HUYNH | |||||||
| 8380 LINDERHOF WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| HARJEEET MANN | |||||||
| 3029 UKIAH LANE | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JACINTO LEPE BANALES | |||||||
| 7571 BELLINI WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JACQUELINE BLAZEK | |||||||
| 116 CLEARWATER COURT | ROSEVILLE | CA | 95678 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| JANET RAMOS-AMBRIZ | |||||||
| 2910 S MEADOWS PL APT D | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JEFFERSON CHHEN | |||||||
| 6403 HILLSDALE BLVD | SACRAMENTO CA | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| JIEYI ZHEN | |||||||
| 2814 5TH ST | SACRAMENTO | CA | 95818 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JOSHUA GAZZANIGA | |||||||
| 1760 ENGLISH COLONY WAY | PENRYN | CA | 95663 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| JUPINDER PARMAR | |||||||
| 9905 WHITE ASTER PL | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| JUSTIN OCHSNER | |||||||
| 7125 PALADIN WAY | RIO LINDA | CA | 95673 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KAITLYN MOODY | |||||||
| 3117 LAZY J CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| LAUREN ROEHRS | |||||||
| 724 MORNINGSIDE CT | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| LILIYA GAYDUCHIK | |||||||
| 2769 MARASCHINO WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| LUKE ADEL | |||||||
| 329 CRUISE WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MAHUM KUDIA | |||||||
| 724 PLUM CREEK CT | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MAKALA MAYDWELL | |||||||
| 530 NELSON LANE | LINCOLN | CA | 95648 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| MALLORY CUTTER | |||||||
| 2900 ROSE AVE | CERES | CA | 95307 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MARGARET TOBIN | |||||||
| 936 GARCIA DRIVE | WOODLAND | CA | 95776 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| MARIE NAVARRO | |||||||
| 5566 CABRILLO CT | ROCKLIN | CA | 95765 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| NARDOS WELDESLASSIE | |||||||
| 7701 COLLEGE TOWN DR | SACRAMENTO | CA | 95821 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| NAVJOT WARAICH | |||||||
| 11955 MANDOLIN WAY | RANCHO CORDOVA | CA | 95742 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| NOOR SULAIMAN | |||||||
| 8303 WALERGA RD | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| OLGA ANDRIYENKO | |||||||
| 1849 MARINETTE LANE | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| PAVANKUMAR NAGASURI | |||||||
| 576 FISHER CIR | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SABRINA SMITH | |||||||
| 3500 BLACK ELK CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| SAIFU XU | |||||||
| 7848 WINDING WAY | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| SANDRA ESCALERA | |||||||
| 1162 CHELSHAM AVE | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| SAVANNAH RIDENOUR | |||||||
| 6733 WINLOCK AVE | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SHANE GILLETTE | |||||||
| 2264 EDGEWATER ROAD | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| SHANIYA SINGH | |||||||
| 9033 HALKIRK WAY | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SHUKA PARK | |||||||
| 2481 VALLEY ROAD | SACRAMENTO | CA | 95821 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| TAVIA ESPINOZA | |||||||
| 7855 COTTONWOOD LN | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TAYLOR CARROLL | |||||||
| 6484 GREEN LEAF LANE | FORESTHILL | CA | 95631 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TOBIAS BERKSON | |||||||
| 109 HAWK POINT COURT | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| YIA LEE | |||||||
| 3821 ELM STREET | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| ZACHARY CURTIS | |||||||
| 1641 DAUNTING DR | EL DORADO HILLS | CA | 95762 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| Schwab-Rosenhouse net awards Reissu | |||||||
| 955 UNIVERSITY AVENUE SUITE A | SACRAMENTO | CA | 95825 | NONE | NET SCHOLARSHIPS RETURNED & REISSUED | -$5,583 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,592 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,292 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,323,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,473,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,473,939 | 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 | SNORTLAND, ET AL | CategoryTxt |
| Amt | $11,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,985 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 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 2019-20 application process launched in October 2018. 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 2019-20 program deadline is February 7, 2019. 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 13 - ADDITIONAL INFORMATIONFORM 990-PF, PART VIII, LINE 1(B)AND 1(C)LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEESWELLS FARGO BANK, TRUSTEE - FROM 1/1/2018-8/29/2018: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.ON AUGUST 29, 2018, WELL FARGO BANK, N.A. RESIGNED AS THE FINANCIAL TRUSTEE AND SACRAMENTO REGION COMMUNITY FOUNDATION BECAME THE SUCCESSOR FINANCIAL TRUSTEE. |
| General Explanation Supplemental Information for Form 990-PF | Schwab-Rosenhouse Memorial FoundationSecurities2018 COSTSECURITY BASIS FMVCORPORATE STOCKDIMENSIONAL - US LARGE CAP EQUITY 1,910,153.55 1,732,580.40 VANGUARD DEVEL MARKETS IDX ADMIRAL 1,252,335.20 1,077,797.20 VANGUARD EMERGING MKTS STK IDX ADM 312,261.66 290,497.19 SMALL - CAP INDEX FUND ADM 311,751.35 256,006.83 ------------ ------------ 3,786,501.76 3,356,881.62 CORPORATE BONDSVANGUARD SHORT-TERM BOND INDEX ADM 936,260.49 945,411.28 VANGUARD TOTAL BOND MKT INDEX INV 1,282,920.05 1,304,083.34 ------------ ------------ 2,219,180.54 2,249,494.62 ALTERNATIVE INVESTMENT FUNDSSKYBRIDGE MULTI-ADVISER HEDGE FUND 150,000.00 153,371.67 ------------ ------------ |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME -SEE ATTACHED | BondNm |
| EOY Book Value | $2,219,180 | EOYBookValueAmt |
| EOYFMV | $2,249,494 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES -SEE ATTACHED | StockNm |
| EOY Book Value | $3,786,502 | EOYBookValueAmt |
| EOYFMV | $3,356,882 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ASSET FUNDS | AT COST | ||
| ALT. INVESTMENT FUNDS -- SEE ATTACHED | AT COST | $150,000 | $153,372 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEINTRAUB TOBIN | CategoryTxt |
| Legal Fees | $6,935 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,935 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEPOSIT I.S.T.S. | $21,745 | $21,745 |
| PREPAID I.S.T.S. FEE | $27,500 | $27,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON SECURITIES | Desc |
| Amt | $4,743 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSES | $6,556 | $6,556 |
| CA FILING FEE | $10 | |
| SCHOLARSHIP ADMINISTRATION FEE | $26,400 | $26,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $14,023 | |
| FOREIGN TAX | $1,476 | $1,476 |