BETA

SECOND CORE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-26
IRS object ID
202412399349100561
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-26T10:40:44-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1915 HIGHLAND POINTE DR SUITE 300AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95678ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455334640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SECOND CORE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSECOBusinessNameControlTxt
Phone9168786693PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19580 OAK AVENUE PARKWAY STE 7-250AddressLine1Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH M JACKSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9168786693PhoneNum
Signature2024-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNA BERTUCCELLIPreparerPersonNm
PTINP01534744PTIN
Phone9167847800PhoneNum
Preparation2024-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,178,474FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$257,865ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$135InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$53,557DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,557DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,797NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$956,659GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,161CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,769OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$330,123TotalRevAndExpnssAmt
Total Net Invst Incm$136,853TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$24,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,081PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,081PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,150AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,452OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,452OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$671TaxesRevAndExpnssAmt
Taxes Net Invst Incm$671TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,876OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,876OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,380TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,273TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,107TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,030TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,273TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$153,757TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,093ExcessRevenueOverExpensesAmt
Net Investment Income$126,580NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,558CashBOYAmt
Cash EOY$255,633CashEOYAmt
Cash EOYFMV$255,633CashEOYFMVAmt
Other Investments BOY$1,828,539OtherInvestmentsBOYAmt
Other Investments EOY$1,921,016OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,921,016OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,829OtherAssetsBOYAmt
Other Assets EOY$1,825OtherAssetsEOYAmt
Other Assets EOYFMV$1,825OtherAssetsEOYFMVAmt
Total Assets BOY$1,845,926TotalAssetsBOYAmt
Total Assets EOY$2,178,474TotalAssetsEOYAmt
Total Assets EOYFMV$2,178,474TotalAssetsEOYFMVAmt
Accounts Payable BOY$328AccountsPayableBOYAmt
Accounts Payable EOY$324AccountsPayableEOYAmt
Total Liabilities BOY$328TotalLiabilitiesBOYAmt
Total Liabilities EOY$324TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,845,598NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,178,150NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,845,598TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,178,150TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,845,926TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,178,474TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,845,598TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$166,093ExcessRevenueOverExpensesAmt
Other Increases$166,459OtherIncreasesAmt
Subtotal$2,178,150SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,178,150TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$459,889$463,866-$3,977-$3,977
PUBLICLY TRADED SECURITIES - LTP$217,711$219,131-$1,420-$1,420
PUBLICLY TRADED SECURITIES - LTD$265,100$190,501$74,599$74,599
CAPITAL GAINS DIVIDENDSP$13,959$13,959$13,959
FieldValueIRS element (for citing)
Capital Gain Net Income$83,161CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,759InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,759SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,759TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,236EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,236TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$523TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksELIZABETH M JACKSONIndividualWithBooksNm
Phone9168786693PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19580 OAK AVENUE PARKWAY STE 7-250AddressLine1Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET L MURRAY
9580 OAK AVENUE PARKWAY STE 7-250FOLSOMCA95630PRESIDENT2.00$0$0$0
JOHN M MURRAY
9580 OAK AVENUE PARKWAY STE 7-250FOLSOMCA95630CFO2.00$0$0$0
ELIZABETH M JACKSON
9580 OAK AVENUE PARKWAY STE 7-250FOLSOMCA95630SECRETARY3.00$24,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,849,160AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,026AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,886,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,886,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,293CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,857,893NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,895MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,895MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,759TaxBasedOnInvestmentIncomeAmt
Total Tax$1,759TotalTaxAmt
Distributable Before Adj$91,136DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$91,136DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$91,136DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$153,757ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$153,757QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$91,136DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$101,370ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,590ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$177,932ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$173,546ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$58,499ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$605,937TotalExcessDistributionCyovAmt
Qualifying Distributions$153,757QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$91,136AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,621RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$668,558TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$101,370ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$567,188ExcessDistriCyovToNextYrAmt
Excess From Year4$94,590ExcessFromYear4Amt
Excess From Year3$177,932ExcessFromYear3Amt
Excess From Year2$173,546ExcessFromYear2Amt
Excess From Year1$58,499ExcessFromYear1Amt
Excess From Current Year$62,621ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN M MURRAYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
ELIZABETH JACKSON
9580 OAK AVENUE PARKWAY STE 7-250FOLSOMCA956309168786693SCHOLARSHIP APPLICATIONS MAY BE OBTAINED BY VISITING THE FOUNDATIONS WEBSITE WWW.SECONDCOREFOUNDATION.ORG OR BY EMAILING SECONDCOREFOUNDATION@GMAIL.COM. APPLICANTS MAY REAPPLY NO MORE THAN ONCE A YEAR AND WILL BE REQUIRED TO PROVIDE EVIDENCE OF SATISFACTORY COMPLETION. INFORMATION AND MATERIALS SUBMITTED WITH THE APPLICATION MUST DEMONSTRATE THAT THE APPLICANT MEETS THE FOLLOWING ELIGIBILITY REQUIREMENTS: THE STUDENT IS ACTIVELY INVOLVED IN EXTRACURRICULAR ACTIVITIES AND/OR VOLUNTEER EFFORTS, CAN SHOW EVIDENCE OF FINANCIAL NEED, CAN SHOW PROOF OF ENROLLMENT OR A COMPLETED SUBMITTED APPLICATION TO AN ACCREDITED COLLEGE OR UNIVERSITY AND HAS MAINTAINED AN OVERALL GPA OF 3.0 OR BETTER. TWO LETTERS OF RECOMMENDATION MUST ALSO BE SUBMITTED WITH THE APPLICATION. IN ADDITION, APPLICANTS MUST ATTACH A BRIEF SUMMARY ABOUT THEMSELVES INCLUDING SPECIAL ACHIEVEMENTS, PERSONAL VISION AND GOALS AND A DESCRIPTION OF THEIR PLANS REGARDING HOW THEY WILL USE THE SCHOLARSHIP.JANUARY 31ST OF EACH YEAR FOR SCHOLARSHIP AWARDS TO BE MADE IN THAT YEAR. LATE APPS ARE NOT ACCEPTEDSCHOLARSHIP GRANTS ARE FOR COLLEGE AND POST HIGH SCHOOL EDUCATION AND CAN BE USED FOR TUITION, BOOKS AND OTHER LIVING EXPENSES WHILE THE STUDENT IS ENROLLED.
ELIZABETH JACKSON
2795 EAST BIDWELL STREETFOLSOMCA956309168786693IN 2017 THE FOUNDATION IMPLEMENTED A BENEVOLENT FUND PROGRAM TO MAKE DISTRIBUTIONS TO INDIVIDUALS IN NEED AND TO QUALIFIED CHARITABLE ORGANIZATIONS. THE QUALIFICATION FOR BENEFITS WILL BE BASED UPON THE FOLLOWING CRITERIA: 1. INDIVIDUALS SEEKING BENEFITS CANNOT BE RELATED TO ANY BOARD MEMBERS OR EMPLOYEES OF THE SECOND CORE FOUNDATION. 2. ALL ENTITIES QUALIFIED PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) ARE ELIGIBLE. 3. RECIPIENTS OF BENEFITS AND THE EXTENT OF BENEFITS PROVIDED WILL BE BASED ON EVIDENCE OF NEED AND CORRESPONDING CIRCUMSTANCES. 4. APPLICANTS WILL BE REQUIRED TO SUBMIT A ONE-PAGE APPLICATION TO EXPLAIN THEIR NEED, THE BENEFITS REQUESTED, AND THE INTENDED USE OF ANY BENEFITS PROVIDED. 5. INDIVIDUAL APPLICANTS WILL BE REQUIRED TO SUBMIT FORM W-2 OR FEDERAL INCOME TAX RETURN FOR THE IMMEDIATELY PRECEDING CALENDAR YEAR. 6.BENEFITS CAN BE MADE AVAILABLE TO ASSIST WITH HEALTH (MEDICAL BILLS), WELFARE (CLOTHES, FOOD), SAFETY (CAR PAYMENTS), AND SHELTER (RENT, HOUSING).N/ATHERE WILL BE NO INITIAL LIMIT UPON GRANTS TO 501(C)(3) ORGANIZATIONS. THE INITIAL LIMIT UPON GRANTS TO INDIVIDUALS WILL BE TWENTY-FIVE THOUSAND DOLLARS ($25,000.00).
ELIZABETH JACKSON
2795 EAST BIDWELL STREETFOLSOMCA9563091687866931. RECEIVE APPLICATION AND ANY REQUIRED FINANCIAL DOCUMENTATION. 2. CONSIDER AND APPROVE OR DENY APPLICATION. 3. MAKE DISTRIBUTIONS APPROVED BY BOARD OF DIRECTORS AND PROVIDE NOTICE TO APPLICATIONS WHOSE APPLICATIONS WERE NOT APPROVED.N/AN/A

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403N/APCTO ADVANCE THE CHARITABLE MISSION.$50,000
WILLIAM JESSUP UNIVERSITY
2121 UNIVERSITY AVEROCKLINCA95765N/APCTO ADVANCE THE CHARITABLE MISSION.$50,000
MORNING STAR FOUNDATION
724 MAIN STWOODLANDCA95695N/APFTO ADVANCE THE CHARITABLE MISSION.$15,000
YOUTH FOR CHRIST
PO BOX 156SACRAMENTOCA95691N/APCROB MAXEY LEGACY BBQ$5,150
AMERICAN ASSOCIATION OF PRO-LIFE OBGYNS
1025 W RUDISILL BLVD BOX 28FORT WAYNEIN46807N/APCTO ADVANCE THE CHARITABLE MISSION.$1,500
ROB MAXEY EDUCATION FUND
640 42ND STSACRAMENTOCA95819N/APCTO ADVANCE THE CHARITABLE MISSION.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,557ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,797ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Exclusion01ExclusionCd
Exclusion$2,769ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$72,258ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,258TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN M MURRAYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19580 OAK AVENUE PARKWAY STE 7-250AddressLine1Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Total Contributions$257,865TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$257,865FairMarketValueAmt
Received2023-12-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,300Amt
Net Investment Income$3,150NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,150DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORNING STAR FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1724 MAIN STREETAddressLine1Txt
CityWOODLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95695ZIPCd
FieldValueIRS element (for citing)
Grant2023-02-01GrantDt
Grant$15,000GrantAmt
Purpose Of GrantFUNDS WERE USED FOR SCHOLARSHIPS TO ATTEND ACTON ACADEMY PLACER.PurposeOfGrantTxt
Expended By Grantee$15,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (19 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL GROUP GROWTH - 2368 SHSFMV$66,849$66,849
ISHARES CORE S&P 500 - 274 SHSFMV$130,871$130,871
ISHARES 1-3 YEAR TREASRY - 1480 SHSFMV$121,419$121,419
JPMORGAN CORE PLUS BOND - 2811 SHSFMV$132,356$132,356
JPMORGAN ULTRA SHORT - 3528 SHSFMV$177,211$177,211
SPDR S&P BANK ETF - 1000 SHSFMV$46,020$46,020
VANGUARD UTILITIES ETF - 366 SHSFMV$50,168$50,168
GUGGENHEIM TOTAL RETURN - 4954 SHSFMV$118,012$118,012
PIMCO INCOME INSTL - 10180 SHSFMV$108,113$108,113
VANGUARD CORE BOND ADMIR - 5127 SHSFMV$93,305$93,305
AMERICAN FUNDS EUROPACIF - 1652 SHSFMV$90,484$90,484
AMERICAN FUNDS NEW WORLD - 1516 SHSFMV$113,707$113,707
COHEN & STEERS INSTL REA - 1706 SHSFMV$79,195$79,195
FIDELITY ADVISOR INTL CA - 2800 SHSFMV$83,233$83,233
GOLDMAN SACHS GQG PTNRS - 3356 SHSFMV$66,486$66,486
JPMORGAN LARGE CAP GROWT - 1967 SHSFMV$118,293$118,293
MFS NEW DISCOVERY VALUE - 4597 SHSFMV$81,324$81,324
T. ROWE PRICE NEW HORIZO - 1396 SHSFMV$78,909$78,909
VANGUARD EQUITY-INCOME A - 1959 SHSFMV$165,061$165,061

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIRECT DEPOSIT PAYABLEDesc
BOY Book Value$1,829BOYBookValueAmt
EOY Book Value$1,825EOYBookValueAmt
EOYFMV$1,825EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER AND INTERNET$1,776$0$1,776
FILING FEES$100$0$100

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Revenue And Expenses Per Books$2,769RevenueAndExpensesPerBooksAmt
Adjusted Net Income$2,769AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$166,459Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,452Amt
Net Investment Income$6,452NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$671Amt
Net Investment Income$671NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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