STRATEGY STUDIO / PUBLIC DATA EXPLORER

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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-08T15:05:09-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941521621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12281 LAVA RIDGE COURT SUITE 100AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN686136241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHWAB-ROSENHOUSE MEMORIAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2WELLS FARGO BANK IFS FIDUCIARY TAX SERVBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCHWBusinessNameControlTxt
Phone8003523705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16325 S RAINBOW BLVD 3RD FLAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACEY R ASHTONPersonNm
Person TitleTRUST TAX LIAISONPersonTitleTxt
Signature2018-07-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD S BROWNPreparerPersonNm
PTINP00071960PTIN
Phone9167493603PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,823,410FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,121InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,121InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$159,203DividendsRevAndExpnssAmt
Dividends Net Invst Incm$159,203DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$388,019NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,327,647GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$388,019CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$549,343TotalRevAndExpnssAmt
Total Net Invst Incm$549,343TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$69,346CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$52,010CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$17,336CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,780AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$10,780AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,186TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$56,375OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$56,365OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$144,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$55,196TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84,481TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$298,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$298,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$443,278TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$55,196TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$383,131TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$106,065ExcessRevenueOverExpensesAmt
Net Investment Income$494,147NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$308,759SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$286,566SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$286,566SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,674,235CorporateStockBOYAmt
Corporate Stock EOY$2,632,286CorporateStockEOYAmt
Corporate Stock EOYFMV$3,679,084CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,244,069CorporateBondsBOYAmt
Corporate Bonds EOY$1,244,404CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,203,231CorporateBondsEOYFMVAmt
Other Investments BOY$1,336,454OtherInvestmentsBOYAmt
Other Investments EOY$1,508,925OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,651,506OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,964OtherAssetsBOYAmt
Other Assets EOY$3,023OtherAssetsEOYAmt
Other Assets EOYFMV$3,023OtherAssetsEOYFMVAmt
Total Assets BOY$5,571,481TotalAssetsBOYAmt
Total Assets EOY$5,675,204TotalAssetsEOYAmt
Total Assets EOYFMV$6,823,410TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,571,481CapitalStockBOYAmt
Capital Stock EOY$5,675,204CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,571,481TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,675,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,571,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,675,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,571,481TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$106,065ExcessRevenueOverExpensesAmt
Subtotal$5,677,546SubtotalAmt
Other Decreases$2,342OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,675,204TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2012-12-312017-12-31$1,316,155$939,628$376,527$376,527
CAPITAL GAIN DISTRIBUTIONS2012-12-312017-12-31$11,492$11,492$11,492
FieldValueIRS element (for citing)
Capital Gain Net Income$388,019CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$263,948AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,250,113NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04223DistributionYr1Rt
Adjusted Qlfy Distri Yr2$360,233AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,518,279NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05527DistributionYr2Rt
Adjusted Qlfy Distri Yr3$346,132AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,660,030NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05197DistributionYr3Rt
Adjusted Qlfy Distri Yr4$390,575AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,477,351NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06030DistributionYr4Rt
Adjusted Qlfy Distri Yr5$399,502AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,235,790NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06407DistributionYr5Rt
Total Distribution0.273833TotalDistributionRt
Average Distribution0.054767AverageDistributionRt
Net Vl Noncharitable Assets$6,565,810NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$359,590AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,941NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$364,531AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$383,131QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,941InvestmentIncomeExciseTaxAmt
Subtotal$4,941SubtotalAmt
Tax Based On Investment Income$4,941TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,964EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$15,964TotalPaymentsAndCreditsAmt
Overpayment$11,023OverpaymentAmt
Applied To ES Tax$11,023AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STACEY R ASHTON - WELLS FARGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8003523705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11525 W WT HARRIS MAC D1114-044AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28262ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WELLS FARGO BANK -SEE NOTE
1 W 4TH STREET MAC D4000-041WINSTONSALEMNC27101Trustee0.00$69,346
DR MARVIN KAMRAS
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
JULIE SMALL
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
FRANK GUMPERT
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
RABBI ALAN RABISHAW
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
JANA USLAN
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
JOHN LEWIS
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
NEIL LEVY
2351 WYDA WAYSACRAMENTOCA95825DIST. TRUSTEE4.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,317,738AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$348,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,665,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,665,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,987CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,565,810NetVlNoncharitableAssetsAmt
Minimum Investment Return$328,291MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$328,291MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,941TaxBasedOnInvestmentIncomeAmt
Total Tax$4,941TotalTaxAmt
Distributable Before Adj$323,350DistributableBeforeAdjAmt
Distributable Before Ded$323,350DistributableBeforeDedAmt
Distributable As Adjusted$323,350DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$383,131ExpensesAndContributionsAmt
Qualifying Distributions$383,131QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,941PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$378,190AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$323,350DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$96,743ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$74,582ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,510ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,794ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$232,629TotalExcessDistributionCyovAmt
Qualifying Distributions$383,131QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$323,350AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,781RemainingDistriFromCorpusAmt
Total Corpus$292,410TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$96,743ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$195,667ExcessDistriCyovToNextYrAmt
Excess From Year4$74,582ExcessFromYear4Amt
Excess From Year3$18,510ExcessFromYear3Amt
Excess From Year2$42,794ExcessFromYear2Amt
Excess From Current Year$59,781ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonM-D NOVEMBERRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SARAH BELCHER
7484 HOLWORTHY WAY 91SACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$1,000
ANNA CHENG
418 ARCADE BLVDSACRAMENTOCA95815NONEICOLLEGE SCHOLARSHIP$2,000
JACOB DEME
2057 ARCHER CIRROCKLINCA95765NONEICOLLEGE SCHOLARSHIP$1,000
ELIZABETH DITOIU
6320 SUMMERTIDE WAYSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$1,500
DAVID DOROSHUK
8028 RED FERN CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
KARLA ESPINOZA DIAZ
4230 TRESLER AVE APT CNORTH HIGHLANDSCA95660NONEICOLLEGE SCHOLARSHIP$2,000
STEPHANIE GEE
748 MELANIE WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$2,500
ALISON HAYES
3700 PINEHILL WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,000
ALEXA LOGIUDICE
1354 LOUIS WAYSACRAMENTOCA95819NONEICOLLEGE SCHOLARSHIP$1,500
MICHAEL MA
3208 SONDIESA WAYELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,000
PAIGE MIDDLETON
9231 BEARINT WAYELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,000
VALENTIN MINLIKAYEV
2301 EL MANTO DRRANCHO CORDOVACA95670NONEICOLLEGE SCHOLARSHIP$1,000
NORIEL MOSTAJO
3028 DANEHURST CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
MARY NOVAK
5333 NEW HARTFORD CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
ANGELINA PROSHAK
2421 GWEN DRSACRAMENTOCA95825NONEICOLLEGE SCHOLARSHIP$2,000
COURTNEY ROBARE
9421 NEWINGTON WAYELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$2,750
ZIHANG RUAN
5241 24TH STSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$1,500
ALEYA SAMANIEGO
9248 BREVARD CTSACRAMENTOCA95829NONEICOLLEGE SCHOLARSHIP$1,000
MAXWELL SCHOOLEY
5115 BELLA LANEFAIR OAKSCA95628NONEICOLLEGE SCHOLARSHIP$1,500
RACHEL SCHOTT
1725 PESKY DEER WAYMEADOW VISTACA95722NONEICOLLEGE SCHOLARSHIP$3,250
TATYANA VANG
2623 ALTOS AVESACRAMENTOCA95815NONEICOLLEGE SCHOLARSHIP$2,000
VLADYSLAV VOLOSHYN
5241 HARSTON WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
SHAYNA WEINER
3520 MAGPIE CTPLACERVILLECA95667NONEICOLLEGE SCHOLARSHIP$2,000
ALEXIA WOO
6715 STEAMBOAT WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$1,000
URFA ZULFIQAR
1013 LOS ROBLES BLVDSACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$1,000
OLIVIA BROPHY
8100 BARTON ROADGRANITE BAYCA95746NONEICOLLEGE SCHOLARSHIP$1,000
KEVIN CHAN
7572 POCKET ROADSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$2,750
BRITTNY CHAO
3420 DAVIDSON DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
ERICA FEASEL
6712 COSSANI COURTELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$1,000
KARINA GONZALES
2106 HALF MOON COURTSACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$1,000
ERIC HARGREAVES
8528 REDWATER DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,250
PARKER HOUSTON
1001 LEAH COURTAUBURNCA95603NONEICOLLEGE SCHOLARSHIP$1,500
MARAID JIMENEZ
1505 MORSE AVESACRAMENTOCA95864NONEICOLLEGE SCHOLARSHIP$2,000
NAM LE
10168 CLOVER RANCH DRSACRAMENTOCA95829NONEICOLLEGE SCHOLARSHIP$1,500
ALEXCIS LUERA
5308 MEADOW PARK WAYSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,000
JANNETTE MENDIOLA
958 EMERALD VISTA DRIVEGALTCA95632NONEICOLLEGE SCHOLARSHIP$1,000
RACHEL PINA-PINON
16648 OMEGA STREETESPARTOCA95627NONEICOLLEGE SCHOLARSHIP$1,000
DANIELA RAMIREZ
10783 SIMMERHORN ROADGALTCA95632NONEICOLLEGE SCHOLARSHIP$1,500
DAVID ROBLES
659 TUDOR ROADSAN LEANDROCA94577NONEICOLLEGE SCHOLARSHIP$2,000
NINA SAFERSTEIN
1132 PERKINS WAYSACRAMENTOCA95818NONEICOLLEGE SCHOLARSHIP$1,500
MARILYNN WONG
7577 21ST STREETSACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$2,000
DAVID YASINSKIY
7829 SHELL BEACH DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
JENNA ZMRZEL
POBOX 1101NEWCASTLECA95658NONEICOLLEGE SCHOLARSHIP$2,625
CHRISTINA ELDABBAGH
6421 PEGASUS COURTROCKLINCA95677NONEICOLLEGE SCHOLARSHIP$1,500
SVETLANA KHRUPINA
7201 ABERFELDY WAYSACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$1,000
HALEY ADEL
329 CRUISE WAYSACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$2,000
ABDULLAH AL TEKREETI
8282 CALVINE ROAD APT 3067SACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$2,750
SARAH ANDERSON
1617 MANASCO CIRCLEFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$2,250
CHADWICK BOWLIN
560 AVIATOR CIRCLESACRAMENTOCA95835NONEICOLLEGE SCHOLARSHIP$2,250
MARCUS COHEN
217 22ND STREETSACRAMENTOCA95816NONEICOLLEGE SCHOLARSHIP$1,500
KYLE COOPER
624 CLAIRE AVENUESACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$3,000
NGOC DOAN
8125 GLORIAN WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,000
ROBERTO GODINEZ
5899 NORTH HAVEN DRIVENORTH HIGHLANDSCA95660NONEICOLLEGE SCHOLARSHIP$2,250
ANNA KATRINA GUTIERREZ
7152 LUDLOW DRIVEROSEVILLECA95747NONEICOLLEGE SCHOLARSHIP$1,250
MASON HALL
4429 VOLTAIRE DRIVECAMERON PARKCA95682NONEICOLLEGE SCHOLARSHIP$2,000
SYDNEY HANZALIK
115 BARROWS WAYFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$2,500
CASSIDY HILDEBRAND
610 OAK RIDGE DRIVEROSEVILLECA95661NONEICOLLEGE SCHOLARSHIP$1,000
ALEC JOBBINS
2246 WHITE SANDS DRIVESOUTH LAKE TAHOECA96150NONEICOLLEGE SCHOLARSHIP$2,500
MANPREET KANG
4236 COUGAR HILLS WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,500
ALEXANDER KATRECHKO
309 PHEBE COURTROSEVILLECA95661NONEICOLLEGE SCHOLARSHIP$3,000
KRISTINA KOLESNIKOVICH
2312 MORTENSEN COURTELVERTACA95626NONEICOLLEGE SCHOLARSHIP$1,500
COREY KOWALCZYKE
2412 ROTTERDAM DRIVEELVERTACA95626NONEICOLLEGE SCHOLARSHIP$3,500
SHREYA KUMAR
10332 GRACIOSA WYELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$3,000
MICHELLE MAH
1312 HARRISON DRIVEROSEVILLECA95678NONEICOLLEGE SCHOLARSHIP$1,500
DANIEL MARTINEZ
3600 ELVERTA ROAD 311ANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
THOMAS MASCOTTI-AXTEL JR
1524 SANTA YNEZ WAYSACRAMENTOCA95816NONEICOLLEGE SCHOLARSHIP$2,250
ARIANA MATTHEWS
8622 SHADOW CREST CIRCLEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,250
ALEXANDER MILLER
8036 LADD COURTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
JOANNE NEWENS
7723 RIVER GROVE CIRCLESACRAMENTOCA95831NONEICOLLEGE SCHOLARSHIP$2,250
MARIA QUINTERO
3529 MERANO WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,500
SAMANTHA ROWEN
4380 LAKERIDGE DRIVEPOLLOCK PINESCA95726NONEICOLLEGE SCHOLARSHIP$3,000
HASINA SAFI
7908 IVY HILL WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,000
SOPHIYA SMAL
6221 CARLOW DRIVE APT 3CITRUS HEIGHTSCA95621NONEICOLLEGE SCHOLARSHIP$1,000
STELLA SMOLIKOVA
4500 NATOMAS CENTRAL DRIVE 412SACRAMENTOCA95834NONEICOLLEGE SCHOLARSHIP$3,000
VICTORIA TAN
2754 GANGES PLACEDAVISCA95616NONEICOLLEGE SCHOLARSHIP$3,500
ADRIANA VAZQUEZ
8441 HELSINKI WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,500
TSZ TSUN WONG
8534 SHASTA LILY DRIVEELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$3,000
IRISA ZHANG
2620 HILLEGASS AVEBEERKELYCA94720NONEICOLLEGE SCHOLARSHIP$3,000
TATYANA ZHEZHERYA
3613 KOBIAS COURTSACRAMENTOCA95827NONEICOLLEGE SCHOLARSHIP$2,000
MICHELLE ACOBA
2370 CARAVAGGIO DRIVEDAVISCA95618NONEICOLLEGE SCHOLARSHIP$1,000
LEENA AWNI
2106 BABSON DRELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,000
AMRIT BANGA
11 PEWTER CTSACRAMENTOCA95834NONEICOLLEGE SCHOLARSHIP$3,000
JARROD BANIQUED
PO BOX 8447WOODLANDCA95776NONEICOLLEGE SCHOLARSHIP$2,500
THALIA BENNETT-RAMIREZ
301 SIERRA BLVDROSEVILLECA95678NONEICOLLEGE SCHOLARSHIP$2,500
ILINA BHOR
979 SEABOUGH CTFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
ESTHER BIKOBA
1737 ARCHER DRIVEWOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$3,225
LEGEND BRANDENBURG
731 F STREET APT 220WEST SACRAMENTOCA95605NONEICOLLEGE SCHOLARSHIP$3,500
NHI BUI
7682 PAR PKWYSACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$3,000
JOSEPH CHAO
3649 BLACKFOOT WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
CLAIRE CHAPMAN
4639 PAULA WAYFAIR OAKSCA95628NONEICOLLEGE SCHOLARSHIP$1,000
HOLLY CHENG
7105 BOA NOVA DRELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$2,000
NEARYRATH CHHAY
9440 W STOCKTON BLVD APT 104ELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,500
JAMES CHHEN
6403 HILLSDALE BLVDSACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$2,000
LUCAS CHURCHILL
1188 13TH AVESACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$1,000
EMMA CUNNINGHAM
260 GREENFIELD AVEAUBURNCA95603NONEICOLLEGE SCHOLARSHIP$3,000
ROCELYN DELA CRUZ
3233 EL VALLE WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
DARLENE DICKINSON
7100 WELLS AVELOOMISCA95650NONEICOLLEGE SCHOLARSHIP$1,500
UYEN DO-TRAN
7242 MUNSON WAYSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$3,000
ALYSSA EDWARDS
8912 PALMERSONANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,750
ARIANNA ESCUTIA
3808 SINGLETON CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
STEPHANIE FARRIS
983 ELSWORTH CTGALTCA95632NONEICOLLEGE SCHOLARSHIP$1,750
AUSTIN FRIEDHEIM
3210 BERMUDA AVEDAVISCA95616NONEICOLLEGE SCHOLARSHIP$1,000
VIVIAN GALLEGOS
7829 INKSTER WAYSACRAMENTOCA95829NONEICOLLEGE SCHOLARSHIP$1,000
MICHAEL GREY
2929 COUNTY RD 3306JACKSONVILLETX75766NONEICOLLEGE SCHOLARSHIP$3,000
CARLOS ANTONIO GUTIERREZ
7152 LUDLOW DRROSEVILLECA95747NONEICOLLEGE SCHOLARSHIP$3,000
JULIA HAMMER
3681 REDDING AVESACRAMENTOCA95820NONEICOLLEGE SCHOLARSHIP$1,750
KARLY HARRIS
923 EQUINOX LOOPLINCOLNCA95648NONEICOLLEGE SCHOLARSHIP$1,750
ANGELINA HERNANDEZ
9553 BIG TIMBER DRELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$3,000
LAUREN HUDSON
1132 BRAMBLE LANEFOLSOMCA95630NONEICOLLEGE SCHOLARSHIP$1,000
KATIE HUGHES
5920 BLARNEY WAYPILOT HILLCA95664NONEICOLLEGE SCHOLARSHIP$1,500
MADISON HUNTE-DURHAM
5960 SOUTH LAND PARK DR 172SACRAMENTOCA95822NONEICOLLEGE SCHOLARSHIP$2,000
NHI HUYNH
8380 LINDERHOF WAYSACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$1,750
GABRIEL IONICA
8400 GIVEMY CIRANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,000
EMILY JANG
9309 CASTLEVIEW DRIVEELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,000
ROXANNA JARVIS
8116 PINEFIELD DRANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,000
KENNEDY JOHNSON
14596 GUADALUPE DRIVERANCHO MURIETTACA95683NONEICOLLEGE SCHOLARSHIP$3,500
LEYLA KABULI
1311 CASSEL LNDAVISCA95616NONEICOLLEGE SCHOLARSHIP$2,000
JASLEEN KAUR
8164 KIRKWALL CTSACRAMENTOCA95829NONEICOLLEGE SCHOLARSHIP$3,000
ALEXIS KELLER
6550 HEARTHSONE CIRCLE 1013ROCKLINCA95677NONEICOLLEGE SCHOLARSHIP$2,000
ALLA KLIMKIV
4313 SHANDWICK DRANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,750
LISA LE
7925 DIAMOND ROCK DRSACRAMENTOCA95843NONEICOLLEGE SCHOLARSHIP$1,500
NICOLE LE
3273 PEPPERIDGE DRANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$2,000
VENIAMIN LEBICH
3214 CRESTON CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
KRISTEN LEE
1501 GORMAN DRIVECARMICHAELCA95608NONEICOLLEGE SCHOLARSHIP$1,000
MAYRA LEON SANDOVAL
186 MUIR ST 67WOODLANDCA95695NONEICOLLEGE SCHOLARSHIP$3,000
JASMIN LOPEZ
9400 STONE SPRINGS DRELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$1,000
KAYLA MARTAIN
6084 BLARNEY WAYPILOT HILLCA95664NONEICOLLEGE SCHOLARSHIP$2,000
LIZBETH MENDOZA-LEON
5183 BRYANT RDVACAVILLECA95688NONEICOLLEGE SCHOLARSHIP$2,000
ELISABETH MONTES
1344 SOUTH AVENUESACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$1,750
NIZA MORENO CARDENAS
7415 LARCHMONT DR APT 7NORTH HIGHLANDSCA95660NONEICOLLEGE SCHOLARSHIP$2,000
LEXIS NICODEMUS
8800 SIERRA COLLEGE BLVD 923GOLD RIVERCA95661NONEICOLLEGE SCHOLARSHIP$1,000
LILIYA NIKOLAYEVA
45 FAIRBANKS AVESACRAMENTOCA95838NONEICOLLEGE SCHOLARSHIP$2,500
OLUCHUKWU OKWU
4216 CHINQUAPIN WAYSACRAMENTOCA95823NONEICOLLEGE SCHOLARSHIP$2,750
YULIETT OLIVAS-GONZALEZ
5351 47TH AVE 243SACRAMENTOCA95824NONEICOLLEGE SCHOLARSHIP$2,500
TRISTYN OLVERA
PO BOX 596ROCKLINCA95677NONEICOLLEGE SCHOLARSHIP$1,000
AYSHA ORDONEZ-FILAMOR
170 CICERO CIRCLEELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$1,500
ALYSSA OSBORNE
2379 GALVIN WAYWOODLANDCA95776NONEICOLLEGE SCHOLARSHIP$2,750
HUNTER PEOPLES
9153 IVY LEAGUE CIRCLEORANGEVALECA95662NONEICOLLEGE SCHOLARSHIP$1,000
MASON PIERCE
2660 SHERWOOD WAYMEADOW VISTACA95772NONEICOLLEGE SCHOLARSHIP$1,000
ANGELINA PUGACH
3383 ALDER CANYON WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
HALEE REYES
PO BOX 2437ELK GROVECA95624NONEICOLLEGE SCHOLARSHIP$1,000
LIELLE ROSS
1955 BIDWELL WAYSACRAMENTOCA95818NONEICOLLEGE SCHOLARSHIP$1,000
MARK RUDKO
4009 NORTH COUNTRY DRIVEANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,500
ANDREA SANTOS
114 MERMOD ROADWINTERSCA95694NONEICOLLEGE SCHOLARSHIP$2,225
GRACE SCHOENHOFF
2720 VISTA ROBLE DRAUBURNCA95603NONEICOLLEGE SCHOLARSHIP$1,000
MATTHEW SIGNORTTI
2632 18TH STREETSACAMENTOCA95818NONEICOLLEGE SCHOLARSHIP$2,500
CHANPREET SINGH
7371 POWER INN ROAD 219SACRAMENTOCA95828NONEICOLLEGE SCHOLARSHIP$2,000
ALISHA SINGH
3150 MERRIT ISLAND COURTWEST SACRAMENTOCA95691NONEICOLLEGE SCHOLARSHIP$2,500
ANKIT SOMPURA
4304 BANCHORY CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,750
HANNAH STEVENSON
9895 OSPREY POINT CIRCLEELK GROVECA95757NONEICOLLEGE SCHOLARSHIP$1,500
ALLA TSAKKE
6867 DONERAIL DRIVESACRAMENTOCA95842NONEICOLLEGE SCHOLARSHIP$2,225
DANIEL VELASQUEZ
442 BOWMANSACRAMENTOCA95833NONEICOLLEGE SCHOLARSHIP$2,000
MICHAEL VERNAU
2921 ROCKWELL COURTDAVISCA95618NONEICOLLEGE SCHOLARSHIP$2,000
RUBY VO
7954 WHITE GOLD CTANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$3,000
LEONID VOROBYEV
3320 U STREETANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,225
YAOLIN WANG
8416 RED FOX WAYELK GROVECA95758NONEICOLLEGE SCHOLARSHIP$2,500
TAYLOR WELLSFRY
7440 QUINN PLACELOOMISCA95650NONEICOLLEGE SCHOLARSHIP$1,000
JANELLE ALMAZAN
8649 SPRUCE RIDGE WAYANTELOPECA95843NONEICOLLEGE SCHOLARSHIP$1,750
Schwab-Rosenhouse net awards Reissu
6325 S RAINBOW BLVD 3RD FLLAS VEGASNV89118NONENET SCHOLARSHIPS RETURNED & REISSUED$1,375
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$298,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,121ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$159,203ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$388,019ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$549,343ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$549,343TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySNORTLAND, ET ALCategoryTxt
Amt$10,780Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,780DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
General Explanation Supplemental Information for Form 990-PFPART XVTHE SCHOLARSHIP APPLICATION CAN BE FOUND ONLINE AT HTTPS://AIM.APPLYISTS.NETIF YOU HAVE ANY QUESTIONS, CONTACT M-D NOVEMBER AT (615) 777-3734 OR AT MNOVEMBER@APPLYISTS.COMADDITIONAL SCHOLARSHIP INFORMATION CAN BE FOUND ON THE PAGES BELOW."Say Little, Do Much" (Genesis 18-22)These words epitomize the lives of Jeannette Schwab-Rosenhouse and Leo Rosenhouse. They lived quietly while amassing more than $10 million in investments. Through their will, Mr. and Mrs. Rosenhouse created an exciting opportunity for Sacramento-area high school seniors: the ability to pursue their educational dreams with the assistance of meaningful cash scholarships.Learning has always held a special place within Judaism - a respect and appreciation for learning permeates Jewish life. Through the generosity and heartfelt kindness of Mr. and Mrs. Rosenhouse, the Federation created the Schwab-Rosenhouse Memorial Scholarship Foundation. The Foundation provides scholarships for post-secondary study at colleges, universities and vocation/technical institutions within 100 miles of the Sacramento County Courthouse. All eligible high school seniors living in the greater Sacramento region may apply for these scholarships.During the spring of 1997, The Jewish Federation appointed an advisory committee to create and administer this program. As trustees of the Schwab-Rosenhouse Memorial Scholarship Foundation, we welcome your application and encourage each of you to take advantage of this unique opportunity.We are honored to carry out the wishes of Mr. and Mrs. Rosenhouse, providing young people living in the greater Sacramento region the ability to pursue higher education, and essential key to a successful future.INQUIRIESThe 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-PFSTATEMENT 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

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$1,244,404EOYBookValueAmt
EOYFMV$1,203,231EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$2,632,286EOYBookValueAmt
EOYFMV$3,679,084EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REAL ASSET FUNDSAT COST$513,003$562,467
ALTERNATIVE INVESTMENT FUNDSAT COST$995,922$1,089,039

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$7,964BOYBookValueAmt
EOY Book Value$3,023EOYBookValueAmt
EOYFMV$3,023EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT ON SECURITIESDesc
Amt$2,342Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$4,941
FOREIGN TAX$3,186$3,186