Nonprofit · EIN 68-6136241
SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION
Tax-exempt · SACRAMENTO, CA 95825
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $387,159 | $411,316 | -$24,157 | $5,773,948 | $20,033 | $5,753,915 |
| December 31, 2024 | 990-PF | $328,567 | $422,724 | -$94,157 | $5,821,811 | $43,739 | $5,778,072 |
| December 31, 2023 | 990-PF | $374,461 | $414,452 | -$39,991 | $5,875,484 | $3,255 | $5,872,229 |
| December 31, 2021 | 990-PF | $463,496 | $414,186 | $49,310 | $6,127,984 | $7,976 | $6,120,008 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $194,476
- Net gain from sales of assets
- $192,683
Expenses
- Grants and similar amounts paid
- $273,500
- Compensation of officers, directors and key employees
- $89,163
- Disbursements for charitable purposes
- $330,984
- Excise tax on investment income
- $4,325
Balance sheet and other
- Total assets, start of year
- $5,821,811
- Total assets, end of year
- $5,773,948
- Total liabilities, end of year
- $20,033
- Net assets, end of year
- $5,753,915
- Fair market value of assets
- $7,737,177
- Qualifying distributions
- $330,984
- Net investment income
- $387,159
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAC REG COMM FDN - SEE NOTE 955 UNIVERSITY AVENUE SUITE A, SACRAMENTO, CA 958256735 | Trustee | 1 | $89,163 |
| DR MARVIN KAMRAS 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| JULIE SMALL 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| FRANK GUMPERT 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| MARION LEFF 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0 | $0 |
| GAYLE GOVENAR 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| LYNN DEAN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| JORDAN OLLANIK 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAC REG COMM FDN - SEE NOTE 955 UNIVERSITY AVENUE SUITE A, SACRAMENTO, CA 958256735 | Trustee | 1 | $105,409 |
| DR MARVIN KAMRAS 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| JULIE SMALL 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| FRANK GUMPERT 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| GAYLE GOVENAR 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| LYNN DEAN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| CHRIS DROUIN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAC REG COMM FDN - SEE NOTE 955 UNIVERSITY AVENUE SUITE A, SACRAMENTO, CA 958256735 | Trustee | 1 | $77,910 |
| DR MARVIN KAMRAS 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| JULIE SMALL 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| FRANK GUMPERT 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| RABBI BESS WOHLNER 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| GAYLE GOVENAR 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| LYNN DEAN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| CHRIS DROUIN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
990-PF for the year ended December 31, 2021: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAC REG COMM FDN - SEE NOTE 955 UNIVERSITY AVENUE SUITE A, SACRAMENTO, CA 958256735 | Trustee | 1 | $68,342 |
| DR MARVIN KAMRAS 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| JULIE SMALL 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| FRANK GUMPERT 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| RABBI ALAN RABISHAW 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| GAYLE GOVENAR 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| JOHN LEWIS 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| LYNN DEAN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
| CHRIS DROUIN 2130 21ST STREET, SACRAMENTO, CA 95818 | DIST. TRUSTEE | 0.4 | $0 |
Address and contacts
- Address (IRS master file)
- 955 UNIVERSITY AVE STE A, SACRAMENTO, CA 95825-6735
- In care of
- % WELLS FARGO BANK
- Signed the 990-PF
- NAOMI WILSON, INTERIM CFO
- Phone
- (916) 921-7723
- Return prepared by
- SNORTLAND FERNANDEZ BROWN & GRUVER
California records
California keeps its own records of charities and corporations. Search them by EIN 68-6136241 or by the name SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-6136241
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $5,773,948
- Income (IRS master file)
- $944,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $387,159 | $411,316 | $5,773,948 | XML |
| 990-PF | December 2024 | $328,567 | $422,724 | $5,821,811 | XML |
| 990-PF | December 2023 | $374,461 | $414,452 | $5,875,484 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $463,496 | $414,186 | $6,127,984 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-6136241).
Questions about SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION
- What is the EIN of SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION?
- The employer identification number (EIN) of SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION is 68-6136241.
- Is SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $89,163 (SAC REG COMM FDN - SEE NOTE, Trustee).
- How much revenue does SCHWAB-ROSENHOUSE MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $387,159, expenses of $411,316 and total assets of $5,773,948 at year end.
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