SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION (EIN 68-6136241)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201633159349100958
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T12:11:32-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 1485 RESPONSE RD STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958155261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 1 W 4TH STREET MAC D4000-041 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY R ASHTON | PersonNm |
| Person Title | TRUST TAX LIAISON | PersonTitleTxt |
| Signature | 2016-11-10 | 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 | 9169256020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,271,278 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,166,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,312 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $455,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $455,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,535 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,814 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,721 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,320 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,586 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $52,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $52,484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,708 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,708 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $423,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $381,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,264 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,672,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,853,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,482,157 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,256,195 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,219,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,126,469 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,321,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,469,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,510,388 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,343 | OtherAssetsBOYAmt |
| Total Assets BOY | $5,637,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,694,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,271,278 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $201 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,333 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $201 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,333 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,637,407 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,692,430 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,637,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,692,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,637,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,694,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,637,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,023 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,692,430 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,692,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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 | 2015-12-31 | $300,368 | $232,863 | $67,505 | $67,505 |
| PUBLICLY TRADED SECURITIES | 2012-12-31 | 2015-12-31 | $802,012 | $637,861 | $164,151 | $164,151 |
| CAPITAL GAIN DISTRIBUTIONS | 2012-12-31 | 2015-12-31 | $63,656 | $63,656 | $63,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $346,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,660,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $390,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,477,351 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06030 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $399,502 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,235,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $428,588 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,483,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $454,531 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,474,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07020 | DistributionYr5Rt |
| Total Distribution | 0.312646 | TotalDistributionRt |
| Average Distribution | 0.062529 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,518,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $407,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $411,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,233 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,475 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,475 | SubtotalAmt |
| Tax Based On Investment Income | $8,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,343 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,343 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,868 | OverpaymentAmt |
| Applied To ES Tax | $3,868 | 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 | 1 W 4TH STREET MAC D4000-041 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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 | ||||||
| 1 W 4TH STREET MAC D4000-041 | WINSTONSALEM | NC | 27101 | Trustee | 4.00 | $69,535 |
| 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 | $6,383,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,617,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,617,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,518,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,475 | TotalTaxAmt |
| Distributable Before Adj | $317,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $317,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $317,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,233 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $360,233 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $360,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $133,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,743 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $435,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,233 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,794 | RemainingDistriFromCorpusAmt |
| Total Corpus | $478,234 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $133,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $345,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,379 | ExcessFromYear4Amt |
| Excess From Year3 | $96,743 | ExcessFromYear3Amt |
| Excess From Year2 | $74,582 | ExcessFromYear2Amt |
| Excess From Year1 | $18,510 | ExcessFromYear1Amt |
| Excess From Current Year | $42,794 | 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 (191 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KATHERINE ABU | |||||||
| 8151 CIVIC CENTER DR APT 232 | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| LAUREN ANDERSON | |||||||
| 164 PHEASANT LANE | NEW CASTLE | CA | 95658 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| IRENE ANDRES | |||||||
| 4531 IOWA AVENUE | SACRAMENTO | CA | 95824 | NONE | I | COLLGE SCHOLARSHIP | $1,000 |
| MUSIYENKO ANNA | |||||||
| 4928 VIR MAR ST APT 50 | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DIMITRIY BACHINSKY | |||||||
| 3911 GARMISCH CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| ANGELA BASSAL | |||||||
| 4912 BRADFORD PLACE | ROCKLIN | CA | 95765 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| SARAH BELCHER | |||||||
| 7484 HOLWORTHY WAY 91 | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MOLLY BENCOMO | |||||||
| 1312 CALIFORNIA STREET | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| COLLIN BETTENCOURT | |||||||
| 8770 WHITE PEACOCK WAY | ELK GROVE | CA | 95624 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| JASON BROOKS | |||||||
| PO BOX 368 | MADISON | CA | 95653 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| BRIANNA BROWN | |||||||
| 9553 BIG TIMBER DR | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| MICHAELA BROWN | |||||||
| 4044 TAWNY MEADOW WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| SIERRA BROWN | |||||||
| 2461 WARRING ST 311 | BERKELEY | CA | 94704 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CHRISTINA BUCKLEY | |||||||
| 6513 SKYVIEW DR | ORANGEVALE | CA | 95662 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CASSIDY BURDICK | |||||||
| 8720 CANTLE CT | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| PAIGE BURDICK | |||||||
| 8720 CANTLE CT | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| LOURDES CABRERA | |||||||
| 2270 NORTHVIEW DR 8 | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| ELIANA CAMARGO | |||||||
| 6413 TUPELO DR APT 6 | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| THANDIWE CATO | |||||||
| 3149 CASA DE CAMPO APT 204 | SAN MATEO | CA | 94403 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| BEVERLY CERON | |||||||
| 5630 MILNER WAY | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MAI CHA | |||||||
| 1109 FRIENZA AVENUE | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| VALERIE CHA | |||||||
| 744 HAYES AVENUE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KENNY CHEN | |||||||
| 6830 RANCHO ADOBE DR | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| KAETYNG CHEN | |||||||
| 11154 GRAETON CIR | MATHER | CA | 95655 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ANNA CHENG | |||||||
| 418 ARCADE BLVD | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| AILEEN CHHEN | |||||||
| 6403 HILLSDALE BLVD | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALYSSA CROFFOOT | |||||||
| 2424 HURLEY WAY 87 | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DJANSSEN CRUZ | |||||||
| 4060 SAN FILIPPO WAY | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| BRAYAN DE DIOS | |||||||
| 3033 EDGEWATER RD | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JUAN DE LUNA | |||||||
| 656 ELEANOR AVE | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JACOB DEME | |||||||
| 2057 ARCHER CIR | ROCKLIN | CA | 95765 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DENG YANGZHI | |||||||
| 5669 NORMAN WAY | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JACLYN DEWITT | |||||||
| 4611 MOUNTAINGATE DR | ROCKLIN | CA | 95765 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ELIZABETH DITOIU | |||||||
| 6320 SUMMERTIDE WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| SARA DIXON | |||||||
| 210 CLEVELAND AVE | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| NICHOLAS DOMEK | |||||||
| 185 MOSSGLEN CIR | SACRAMENTO | CA | 95826 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DANIELLE DONOHUE | |||||||
| 4621 40TH AVENUE | SACRAMENTO | CA | 95824 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KYLE DORMODY | |||||||
| 122 PEPITO WAY | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| DAVID DOROSHUK | |||||||
| 8028 RED FERN CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ARIZ EBRAT | |||||||
| 500 BANKSIDE WAY 812 | SACRAMENTO | CA | 95835 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KARLA ESPINOZA DIAZ | |||||||
| 4230 TRESLER AVE APT C | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MARIANNA FLORES | |||||||
| 1069 ANDY CIR | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KHALILAH FORTENBERRY | |||||||
| 1145 61ST AVE | OAKLAND | CA | 94621 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ROOHA GEALANI | |||||||
| 729 TURNSTONE DR | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| STEPHANIE GEE | |||||||
| 748 MELANIE WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| CHELSEA GLESE | |||||||
| 545 WEST 1ST AVE | CHICO | CA | 95926 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| KYRA GMOSER-DASKALAKI | |||||||
| 4504 LA CANADA WAY | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| BRIDGET HANZALIK | |||||||
| 115 BARROWS WAY | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| AUBREY HARPER | |||||||
| 4908 CHARTER ROAD | ROCKLIN | CA | 95765 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KAYLA HARVEY | |||||||
| 7552 MONOGRAM DR | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| ALISON HAYES | |||||||
| 8600 LA PLUMA CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| KAYLA HINZMAN | |||||||
| 3321 LA NUBE CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MARCUS HORTON | |||||||
| 7484 HOLWORTHY WAY 86 | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| KATELYN HUNSUCKER | |||||||
| 7755 HEATHSTON CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| ADEDAMOLA ILORI | |||||||
| 3804 MADISON AVE | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| SARALEE ILURRIAGA IBARRA | |||||||
| 104 ASHLEY AVE | WOODLAND | CA | 95695 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| JOSHUA JACKSON | |||||||
| 3700 PINEHILL WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ELISSA JBEILY | |||||||
| 8536 STORY RIDGE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| DANARSHA JOHNSON | |||||||
| 5708 HEATHER FIELD WAY | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SRI LAKSHMI KALIDINDI | |||||||
| 102 FOLEY LANE | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| DAVID KARKHUT | |||||||
| 8010 FAIRLANDS WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEX KOLESNIKOVICH | |||||||
| 2312 MORTENSEN CT | ELVERTA | CA | 95626 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| ANNA KRAVTSOVA | |||||||
| 1550 PLEASANT GROVE BLVD 122 | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| VIVIAN LAM | |||||||
| 870 CARTER ST | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $2,500 |
| HAO LE | |||||||
| 3244 PEPPERRIDGE DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MINH LE | |||||||
| 10168 CLOVER RANCH DR | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| LEO LEBLANC | |||||||
| 8306 BRAMBLE BUSH CIR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| LIDIA LEPE | |||||||
| 7571 BELLINI WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| ALEXA LOGIUDICE | |||||||
| PO BOX 1206 | SACRAMENTO | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| CHRISTINA LUU | |||||||
| 8401 PELLIGRINI CT | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| GEORGIY LYASHENKO | |||||||
| 8250 ORCHID TREE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MICHAELA MA | |||||||
| 3018 BOLLATE LANE | DAVIS | CA | 95618 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| MICHAEL MA | |||||||
| 3208 SONDIESA WAY | ELK GROVE | CA | 95758 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SARAH MANZANARES | |||||||
| 3801 SHEEDY CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| AUSTIN MARLER | |||||||
| 10433 GEORGETOWN DR | RANCHO CORDOVA | CA | 95670 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| KELTON MCDONALD | |||||||
| 6040 MCKEON PONDEROSA WAY | FORESTHILL | CA | 95631 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TIMOTHY MCINTYRE | |||||||
| 524 BLUEBIRD PLACE | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| EMILY MIBACH | |||||||
| 24 TAHOE VIEW CT | SACRAMENTO | CA | 95835 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| 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 |
| MORGAN MITCHELL | |||||||
| 421 HAWKCREST CIR | SACRAMENTO | CA | 95835 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SPENCER MORGAN | |||||||
| 8213 PINTO CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| NORIEL MOSTAJO | |||||||
| 3028 DANEHURST CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALONA NAVROTSKAYA | |||||||
| 459 EMERSON ST | ELVERTA | CA | 95626 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SHAI NELSON | |||||||
| 7662 PLAID CIR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ERIC NGUYEN | |||||||
| 2045 DELMA WAY | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| KIMMY NGUYEN | |||||||
| 8201 KEECH CT | SACRMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| DEREK NGUYEN | |||||||
| 4843 EAGLE PEAK CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TRAN NGUYEN | |||||||
| 8111 VISALIA WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MY NGUYEN | |||||||
| 4901 LITTLE OAK LN162 | SACRAMENTO | CA | 95841 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MICHAEL NICOLAS | |||||||
| 3643 LUSK DRIVE | SACRAMENTO | CA | 95864 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MARY NOVAK | |||||||
| 5333 NEW HARTFORD CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ZENSELE OLATUNJI | |||||||
| 10260 JENNICK WAY | ELK GROVE | CA | 95757 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DAVID OZERUGA | |||||||
| 8141 PREAKNESS WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DMITRIY PAKHOMOV | |||||||
| 3914 GARMISCH CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| PHILLIP PHOONG | |||||||
| 7612 GIBSON LANE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| BREANNA PIERCE | |||||||
| 2814 SWEET WAY | SACRAMENTO | CA | 95821 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| SHYLEENE PRASAD | |||||||
| 7740 WATT AVENUE APT 209 | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANGELINA PROSHAK | |||||||
| 2421 GWEN DR | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| JOHN QUINONES | |||||||
| 3290 RAINHILL LOOP | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CHAD RILEY | |||||||
| 3182 NORMINGTON DR | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JOSIAH RILEY | |||||||
| 8612 PEACH BLOSSOM WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CASSANDRA RIOS | |||||||
| 13 RAMON DR | GALT | CA | 95632 | 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 |
| KATRINA SADANG | |||||||
| 8225 BEDFORD COVE WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CHENG SAELEE | |||||||
| 4509 MERGANSER CT | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEYA SAMANIEGO | |||||||
| 9248 BREVARD CT | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ANNEDREAH SANTIAGO | |||||||
| 2076 20TH AVE | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MAXWELL SCHOOLEY | |||||||
| 5115 BELLA LANE | FAIR OAKS | CA | 95628 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| RACHEL SCHOTT | |||||||
| 1725 PESKY DEER WAY | MEADOW VISTA | CA | 95722 | NONE | I | COLLEGE SCHOLARSHIP | $3,250 |
| ANASTASIYA SENCHEVA | |||||||
| 9230 BOSCASTLE WAY | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| KORINE SHAW | |||||||
| 3965 NORTH COUNTRY DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEJANDRA SILVAS | |||||||
| 8609 WILLOW VISTA CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MIRANDA SMITH | |||||||
| 3500 BLACK ELK CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MARIYA SOROKA | |||||||
| 2921 TOURMALINE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TIMOTHY SUGIMOTO | |||||||
| 2542 DUNCAN RD | PINOLE | CA | 94564 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| JOTHIKA TAMIZHARASU | |||||||
| 121 HAP ARNOLD LOOP | ROSEVILLE | CA | 95747 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| CATHY THAO | |||||||
| 119 FAIRBANKS AVE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| RYAN THOMPSEN | |||||||
| 3701 DRIVER WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| GABRIELA TIRZIU | |||||||
| 3053 SCOTLAND DR | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JENNA TOPPER | |||||||
| 3931 GARMISCH CT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| DIANA TORRES | |||||||
| 817 FULTON AVE 2117 | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| RAQUEL TORRES | |||||||
| 2623 ERIN DRIVE | SACRAMENTO | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| CARINA TORRES | |||||||
| 8144 PRIOR WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DARIA TSAKKE | |||||||
| 4635 ANTELOPE ROAD 218 | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| RACHEL TURNER | |||||||
| 1555 BARRETT DR | PLACERVILLE | CA | 95667 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TA VANG | |||||||
| 2623 ALTOS AVE | SACRAMENTO | CA | 95815 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| PABLO VARGAS | |||||||
| 2290 EDEN ROC LN 4 | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| YVONNE VERGARA | |||||||
| 3918 TRICIA WAY | NORTH HIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $1,750 |
| VLADYSLAV VOLOSHYN | |||||||
| 6940 BUTTERBALL WAY | SACRAMENTO | CA | 95842 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| TRIA VUE | |||||||
| 3589 ALTOS AVE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| YIA VUE | |||||||
| 3912 CLAY ST | SACRAMENTO | CA | 95838 | 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 |
| KIA YANG | |||||||
| 450 MORRISON AVE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| THERESA YOUNG | |||||||
| 6151 SHADOW LN 190 | CITRUS HEIGHTS | CA | 95621 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JAMES ZACCOR | |||||||
| 2055 ALOHA DR | SOUTH LAKE TAHOE | CA | 96150 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| SVETLANA ZAKHAROVA | |||||||
| 2560 SEAMIST DR APT 3 | NATOMAS | CA | 95833 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| URFA ZULFIQAR | |||||||
| 1013 LOS ROBLES BLVD | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| FAITH ABANO | |||||||
| 8131 WALRGA RD APT 616 | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| FARHAT ABDUL SAMAD | |||||||
| 8049 PRIOR WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| CAROLINA BANALES | |||||||
| 7571 BELLINI WAY | SACRAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $2,250 |
| OLIVIA BROPHY | |||||||
| 8100 BARTON ROAD | GRANITE BAY | CA | 95746 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JOSEPH BULLA | |||||||
| 5134 LAMURE COURT | SACRAMENTO | CA | 95842 | 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 |
| JOSEPH DELGADILLO | |||||||
| 370 HATTERAS WAY | SACRAMENTO | CA | 95831 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| 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 |
| ASHLEY HAN | |||||||
| 2947 QUAIL STREET | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ERIC HARGREAVES | |||||||
| 8528 REDWATER DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| KASEY HIMELRIGHT | |||||||
| 4134 LAKE PLACID COURT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| MANDEEP HOTHI | |||||||
| 3155 SPARROW DRIVE | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| PARKER HOUSTON | |||||||
| 1001 LEAH COURT | AUBURN | CA | 95603 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| ELIAS JBEILY | |||||||
| 8536 STORY RIDGE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MARAID JIMENEZ | |||||||
| 1922 ETHAN WAY APT 29 | SACRAMENTO | CA | 95825 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| CATHERINE KIM | |||||||
| 1718 RELVAS COURT | FOLSOM | CA | 95630 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| NAM LE | |||||||
| 10168 CLOVER RANCH DR | SACRAMENTO | CA | 95829 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| ALEXCIS LUERA | |||||||
| 6000 GEORGIA DRIVE | NHIGHLANDS | CA | 95660 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| LEANNA MASCOTTI-AXTELL | |||||||
| 1524 SANTA YNEZ WAY | SACRAMENTO | CA | 95816 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JANNETTE MENDIOLA | |||||||
| 958 EMERALD VISTA DRIVE | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| OLUCHUKWU OKWU | |||||||
| 4216 CHINQUAPIN WAY | SACRAMENTO | CA | 95823 | NONE | I | COLLEGE SCHOLARSHIP | $2,750 |
| BRANDON PIBAL | |||||||
| 6242 SILVERTON WAY | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| RACHEL PINA-PINON | |||||||
| 16648 OMEGA STREET | ESPARTO | CA | 95627 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| AMMI RACKET | |||||||
| 6150 OAKGREEN CIRCLE | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DANIELA RAMIREZ | |||||||
| 10783 SIMMERHORN ROAD | GALT | CA | 95632 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| MIKAYLA RANEY | |||||||
| 8140 ORCHID TREE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DAVID ROBLES | |||||||
| 4334 ALBERTVILLE WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| GABRIEL ROMO | |||||||
| 8344 RAFFIA COURT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| NINA SAFERSTEIN | |||||||
| 1132 PERKINS WAY | SACRAMENTO | CA | 95818 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| VERONICA SOTELO | |||||||
| PO BOX 363 | ESPARTO | CA | 95627 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| NOOR SULAIMAN | |||||||
| 3813 CAYMAN COURT APT 702 | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| COLE TATUM | |||||||
| 3075 DELTA TULE WAY | SACRAMENTO | CA | 95834 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| NATHANIEL VARGHESE | |||||||
| 460 TOBRURRY WAY | FOLSOM | CA | 95830 | NONE | I | COLLEGE SCHOLARSHIP | $2,000 |
| MARILYNN WONG | |||||||
| 7577 21ST STREET | SACRAMENTO | CA | 95822 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| JAMES YANG | |||||||
| 734 SOUTH AVENUE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,500 |
| DAVID YASINSKIY | |||||||
| 7829 SHELL BEACH DRIVE | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| RACHEL ZIEGLER | |||||||
| 2920 SPRING HILL ROAD | SOMERSET | CA | 95684 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| JENNA ZMRZEL | |||||||
| POBOX 1101 | NEWCASTLE | CA | 95658 | NONE | I | COLLEGE SCHOLARSHIP | $2,625 |
| ALEXANDRA FRESCAS | |||||||
| 28 LUCERO PL | WOODLAND | CA | 95776 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| KABAO VUE | |||||||
| 3912 CLAY STREET | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| 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 |
| KIANA ZAPANTA | |||||||
| 8303 WALERGA RD125 | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DIANA TORRES | |||||||
| 8352 VINTAGE PARK DR | SARAMENTO | CA | 95828 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DIMITRIY BACHINSKY | |||||||
| 3911 GARMISCH COURT | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| TIMOTHY MCINTYRE | |||||||
| 524 BLUEBIRD PLACE | DAVIS | CA | 95616 | NONE | I | COLLEGE SCHOLARSHIP | $1,000 |
| DANIEL BESHEAR | |||||||
| 3210 LA MADERA WAY | ANTELOPE | CA | 95843 | NONE | I | COLLEGE SCHOLARSHIP | $500 |
| ANGIE CHA | |||||||
| 744 HAYES AVE | SACRAMENTO | CA | 95838 | NONE | I | COLLEGE SCHOLARSHIP | $1,250 |
| SHAYDA ZARASHAR | |||||||
| 5413 NYODA WAY | CARMICHAEL | CA | 95608 | NONE | I | COLLEGE SCHOLARSHIP FROM 2014, CHECK RETURNED | -$1,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,708 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $455,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $455,141 | 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 | $14,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,320 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | 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 2017-18 application process launched on October 18, 2016. 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 2017-18 program deadline is February 9, 2017. 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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $1,219,735 | EOYBookValueAmt |
| EOYFMV | $1,126,469 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $2,853,484 | EOYBookValueAmt |
| EOYFMV | $3,482,157 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE FUNDS | AT COST | $594,812 | $607,483 |
| COMPLEMENTARY STRATEGIES- FUNDS | AT COST | $874,468 | $902,905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSES | $3,243 | $3,243 |
| ADVERTISING | $1,800 | $1,800 |
| CA FILING FEE | $10 | |
| SCHOLARSHIP ADMINISTRATION FEE | $47,441 | $47,441 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Due to I.S.T.S. | $201 | $201 |
| FEDERAL INCOME TAXES | $2,132 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $8,475 | |
| FOREIGN TAX | $3,586 | $3,586 |