SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION (EIN 68-6136241)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-08
- IRS object ID
- 201822209349100707
- Schema version
- 2017v2.2
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-08T15:05:09-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 |
| Business Name Line2 | WELLS FARGO BANK IFS FIDUCIARY TAX SERV | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 8003523705 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD 3RD FL | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY R ASHTON | PersonNm |
| Person Title | TRUST TAX LIAISON | PersonTitleTxt |
| Signature | 2018-07-18 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $6,823,410 | 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 | $2,121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,203 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $388,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,327,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $388,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,343 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,346 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,010 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,336 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $10,780 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $56,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $56,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $443,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $308,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $286,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $286,566 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,674,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,632,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,679,084 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,244,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,244,404 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,203,231 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,336,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,508,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,651,506 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,964 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,023 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,023 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,571,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,675,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,823,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,571,481 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,675,204 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,571,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,675,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,571,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,675,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,571,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,065 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,677,546 | SubtotalAmt |
| Other Decreases | $2,342 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,675,204 | 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 | 2017-12-31 | $1,316,155 | $939,628 | $376,527 | $376,527 |
| CAPITAL GAIN DISTRIBUTIONS | 2012-12-31 | 2017-12-31 | $11,492 | $11,492 | $11,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $388,019 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $263,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,250,113 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $360,233 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,518,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05527 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $346,132 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,660,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05197 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $390,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,477,351 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06030 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,502 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,235,790 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06407 | DistributionYr5Rt |
| Total Distribution | 0.273833 | TotalDistributionRt |
| Average Distribution | 0.054767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,565,810 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $359,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,941 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $364,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $383,131 | 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 | $4,941 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,941 | SubtotalAmt |
| Tax Based On Investment Income | $4,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,964 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,964 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,023 | OverpaymentAmt |
| Applied To ES Tax | $11,023 | AppliedToESTaxAmt |
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 | STACEY R ASHTON - WELLS FARGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003523705 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 W WT HARRIS MAC D1114-044 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO BANK -SEE NOTE | ||||||
| 1 W 4TH STREET MAC D4000-041 | WINSTONSALEM | NC | 27101 | Trustee | 0.00 | $69,346 |
| 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 |
| NEIL LEVY | ||||||
| 2351 WYDA WAY | SACRAMENTO | CA | 95825 | DIST. TRUSTEE | 4.00 | $0 |
| 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 | $6,317,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $348,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,665,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,665,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,565,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,941 | TotalTaxAmt |
| Distributable Before Adj | $323,350 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $323,350 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $323,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,131 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $383,131 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,941 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $378,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,350 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $96,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,582 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,510 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,794 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $232,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,131 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,781 | RemainingDistriFromCorpusAmt |
| Total Corpus | $292,410 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $96,743 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $195,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,582 | ExcessFromYear4Amt |
| Excess From Year3 | $18,510 | ExcessFromYear3Amt |
| Excess From Year2 | $42,794 | ExcessFromYear2Amt |
| Excess From Current Year | $59,781 | 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 (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SARAH BELCHER | |||||||
| 7484 HOLWORTHY WAY 91 | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANNA CHENG | |||||||
| 418 ARCADE BLVD | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JACOB DEME | |||||||
| 2057 ARCHER CIR | ROCKLIN | CA | 95765 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ELIZABETH DITOIU | |||||||
| 6320 SUMMERTIDE WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| DAVID DOROSHUK | |||||||
| 8028 RED FERN CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KARLA ESPINOZA DIAZ | |||||||
| 4230 TRESLER AVE APT C | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| STEPHANIE GEE | |||||||
| 748 MELANIE WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| ALISON HAYES | |||||||
| 3700 PINEHILL WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ALEXA LOGIUDICE | |||||||
| 1354 LOUIS WAY | SACRAMENTO | CA | 95819 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MICHAEL MA | |||||||
| 3208 SONDIESA WAY | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| PAIGE MIDDLETON | |||||||
| 9231 BEARINT WAY | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| VALENTIN MINLIKAYEV | |||||||
| 2301 EL MANTO DR | RANCHO CORDOVA | CA | 95670 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| NORIEL MOSTAJO | |||||||
| 3028 DANEHURST CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MARY NOVAK | |||||||
| 5333 NEW HARTFORD CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANGELINA PROSHAK | |||||||
| 2421 GWEN DR | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| COURTNEY ROBARE | |||||||
| 9421 NEWINGTON WAY | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| ZIHANG RUAN | |||||||
| 5241 24TH ST | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ALEYA SAMANIEGO | |||||||
| 9248 BREVARD CT | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MAXWELL SCHOOLEY | |||||||
| 5115 BELLA LANE | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| RACHEL SCHOTT | |||||||
| 1725 PESKY DEER WAY | MEADOW VISTA | CA | 95722 | NONE | I | COLLEGE SCHOLARSHIP | $3,250 |
| TATYANA VANG | |||||||
| 2623 ALTOS AVE | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| VLADYSLAV VOLOSHYN | |||||||
| 5241 HARSTON WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SHAYNA WEINER | |||||||
| 3520 MAGPIE CT | PLACERVILLE | CA | 95667 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ALEXIA WOO | |||||||
| 6715 STEAMBOAT WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| URFA ZULFIQAR | |||||||
| 1013 LOS ROBLES BLVD | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| 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 |
| KARINA GONZALES | |||||||
| 2106 HALF MOON COURT | SACRAMENTO | CA | 95838 | 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 |
| NAM LE | |||||||
| 10168 CLOVER RANCH DR | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ALEXCIS LUERA | |||||||
| 5308 MEADOW PARK WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| 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 |
| DANIELA RAMIREZ | |||||||
| 10783 SIMMERHORN ROAD | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| DAVID ROBLES | |||||||
| 659 TUDOR ROAD | SAN LEANDRO | CA | 94577 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| 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 |
| DAVID YASINSKIY | |||||||
| 7829 SHELL BEACH DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JENNA ZMRZEL | |||||||
| POBOX 1101 | NEWCASTLE | CA | 95658 | NONE | I | COLLEGE SCHOLARSHIP | $2,625 |
| CHRISTINA ELDABBAGH | |||||||
| 6421 PEGASUS COURT | ROCKLIN | CA | 95677 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| SVETLANA KHRUPINA | |||||||
| 7201 ABERFELDY WAY | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| 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 | |||||||
| 624 CLAIRE AVENUE | SACRAMENTO | CA | 95838 | 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 |
| MASON HALL | |||||||
| 4429 VOLTAIRE DRIVE | CAMERON PARK | CA | 95682 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| 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 |
| DANIEL MARTINEZ | |||||||
| 3600 ELVERTA ROAD 311 | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| THOMAS MASCOTTI-AXTEL JR | |||||||
| 1524 SANTA YNEZ WAY | SACRAMENTO | CA | 95816 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| ARIANA MATTHEWS | |||||||
| 8622 SHADOW CREST CIRCLE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| 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 |
| MARIA 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 |
| HASINA SAFI | |||||||
| 7908 IVY HILL WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| SOPHIYA SMAL | |||||||
| 6221 CARLOW DRIVE APT 3 | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| 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 | |||||||
| 2620 HILLEGASS AVE | BEERKELY | 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 |
| ILINA BHOR | |||||||
| 979 SEABOUGH CT | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| 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 |
| JOSEPH CHAO | |||||||
| 3649 BLACKFOOT WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| 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 |
| LUCAS CHURCHILL | |||||||
| 1188 13TH AVE | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| EMMA CUNNINGHAM | |||||||
| 260 GREENFIELD AVE | AUBURN | CA | 95603 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| ROCELYN DELA CRUZ | |||||||
| 3233 EL VALLE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| 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 |
| ARIANNA ESCUTIA | |||||||
| 3808 SINGLETON CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| 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 | |||||||
| 2929 COUNTY RD 3306 | JACKSONVILLE | TX | 75766 | 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 | |||||||
| 923 EQUINOX LOOP | 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 |
| ALEXIS KELLER | |||||||
| 6550 HEARTHSONE CIRCLE 1013 | ROCKLIN | CA | 95677 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ALLA KLIMKIV | |||||||
| 4313 SHANDWICK DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| LISA LE | |||||||
| 7925 DIAMOND ROCK DR | SACRAMENTO | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| 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 |
| MAYRA LEON SANDOVAL | |||||||
| 186 MUIR ST 67 | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $3,000 |
| 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 |
| LIZBETH MENDOZA-LEON | |||||||
| 5183 BRYANT RD | VACAVILLE | CA | 95688 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| ELISABETH MONTES | |||||||
| 1344 SOUTH AVENUE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| NIZA MORENO CARDENAS | |||||||
| 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 OLIVAS-GONZALEZ | |||||||
| 5351 47TH AVE 243 | SACRAMENTO | CA | 95824 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| TRISTYN OLVERA | |||||||
| PO BOX 596 | ROCKLIN | CA | 95677 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AYSHA ORDONEZ-FILAMOR | |||||||
| 170 CICERO CIRCLE | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| 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 |
| MARK RUDKO | |||||||
| 4009 NORTH COUNTRY DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ANDREA SANTOS | |||||||
| 114 MERMOD ROAD | WINTERS | CA | 95694 | NONE | I | COLLEGE SCHOLARSHIP | $2,225 |
| GRACE SCHOENHOFF | |||||||
| 2720 VISTA ROBLE DR | AUBURN | CA | 95603 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MATTHEW SIGNORTTI | |||||||
| 2632 18TH STREET | SACAMENTO | CA | 95818 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| CHANPREET SINGH | |||||||
| 7371 POWER INN ROAD 219 | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| 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 |
| LEONID VOROBYEV | |||||||
| 3320 U STREET | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,225 |
| 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 |
| JANELLE ALMAZAN | |||||||
| 8649 SPRUCE RIDGE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| Schwab-Rosenhouse net awards Reissu | |||||||
| 6325 S RAINBOW BLVD 3RD FL | LAS VEGAS | NV | 89118 | NONE | NET SCHOLARSHIPS RETURNED & REISSUED | $1,375 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,121 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $388,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $549,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,343 | 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 | $10,780 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,780 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 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 2018-19 application process launched in October 2017. 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 2018-19 program deadline is February 8, 2018. 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 $4,000 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 EMPLOYEESWELLS FARGO BANK, TRUSTEE:THE COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED SOLELY ON AN HOURLY BASIS. 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. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,244,404 | EOYBookValueAmt |
| EOYFMV | $1,203,231 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,632,286 | EOYBookValueAmt |
| EOYFMV | $3,679,084 | 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 | $513,003 | $562,467 |
| ALTERNATIVE INVESTMENT FUNDS | AT COST | $995,922 | $1,089,039 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $7,964 | BOYBookValueAmt |
| EOY Book Value | $3,023 | EOYBookValueAmt |
| EOYFMV | $3,023 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON SECURITIES | Desc |
| Amt | $2,342 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSES | $2,365 | $2,365 |
| CA FILING FEE | $10 | |
| SCHOLARSHIP ADMINISTRATION FEE | $54,000 | $54,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $4,941 | |
| FOREIGN TAX | $3,186 | $3,186 |