BETA

SECOND CORE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-16
IRS object ID
202312899349101431
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-16T17:56:15-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-10-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastJACKSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNA BERTUCCELLIPreparerPersonNm
PTINP01534744PTIN
Phone9167847800PhoneNum
Preparation2023-10-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,845,926FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$251,680ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$69InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$69InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,211DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,211DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$872,325GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,285CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$307,245TotalRevAndExpnssAmt
Total Net Invst Incm$55,565TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$14,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,316PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,316PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,185AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,592AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,593AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,066OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,066OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,720TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,615OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,615OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,902TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,658TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,524TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,902TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,658TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,524TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$147,343ExcessRevenueOverExpensesAmt
Net Investment Income$44,907NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,413CashBOYAmt
Cash EOY$15,558CashEOYAmt
Cash EOYFMV$15,558CashEOYFMVAmt
Other Investments BOY$2,016,073OtherInvestmentsBOYAmt
Other Investments EOY$1,828,539OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,828,539OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,829OtherAssetsEOYAmt
Other Assets EOYFMV$1,829OtherAssetsEOYFMVAmt
Total Assets BOY$2,041,486TotalAssetsBOYAmt
Total Assets EOY$1,845,926TotalAssetsEOYAmt
Total Assets EOYFMV$1,845,926TotalAssetsEOYFMVAmt
Accounts Payable EOY$328AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$328TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,041,486NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,845,598NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,041,486TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,845,598TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,041,486TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,845,926TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,041,486TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$147,343ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,188,829SubtotalAmt
Other Decreases$343,231OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,845,598TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - STP2022-01-312022-12-31$92,563$102,628-$10,065-$10,065
CHARLES SCHWAB - LTP2022-01-312022-12-31$506,427$507,478-$1,051-$1,051
CHARLES SCHWAB - LTD2022-01-312022-12-31$254,030$246,934$7,096$7,096
CAPITAL GAINS DIVIDENDSP$19,305$19,305$19,305
FieldValueIRS element (for citing)
Capital Gain Net Income$15,285CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$624InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$624SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,860EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,860TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,236OverpaymentAmt
Applied To ES Tax$1,236AppliedToESTaxAmt
Refund$0RefundAmt

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$14,000$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$1,741,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,594AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,779,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,779,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,695CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,752,975NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,649MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,649MinimumInvestmentReturnAmt
Tax Based On Investment Income$624TaxBasedOnInvestmentIncomeAmt
Total Tax$624TotalTaxAmt
Distributable Before Adj$87,025DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,025DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,025DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,524ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$145,524QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,025DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$60,746ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$101,370ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$94,590ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,932ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$173,546ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$608,184TotalExcessDistributionCyovAmt
Qualifying Distributions$145,524QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$87,025AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,499RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$666,683TotalCorpusAmt
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$60,746ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$605,937ExcessDistriCyovToNextYrAmt
Excess From Year4$101,370ExcessFromYear4Amt
Excess From Year3$94,590ExcessFromYear3Amt
Excess From Year2$177,932ExcessFromYear2Amt
Excess From Year1$173,546ExcessFromYear1Amt
Excess From Current Year$58,499ExcessFromCurrentYearAmt

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@WORDPRESS.COM 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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MORNING STAR FOUNDATION
724 MAIN STREETWOODLANDCA95695N/APFTO ADVANCE THE CHARITABLE MISSION.$8,000
PRAGER UNIVERSITY FOUNDATION
3389 SHERIDAN STREET 293HOLLYWOODFL33021N/APCTO ADVANCE THE CHARITABLE MISSION.$50,000
WILLIAM JESSUP UNIVERSITY
2121 UNIVERSITY AVEROCKLINCA95765N/APCTO ADVANCE THE CHARITABLE MISSION.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,000TotalGrantOrContriPdDurYrAmt
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$69ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,211ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,285ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,565ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,565TotalIncomeProducingActyAmt

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$251,680TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICALLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$251,680FairMarketValueAmt
Received2022-11-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,185Amt
Net Investment Income$4,592NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,593DisbursementsCharitablePrpsAmt

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)
Grant2022-08-31GrantDt
Grant$8,000GrantAmt
Purpose Of GrantTO ADVANCE THE CHARITABLE MISSION.PurposeOfGrantTxt
Expended By Grantee$8,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500 (373 SHS)FMV$143,310$143,310
ISHARES 1-3 YEAR TREASRY (1300 SHS)FMV$105,521$105,521
ISHARES 7-10 TREASRY (650 SHS)FMV$62,257$62,257
JPMORGAN ULTRA SHORT (2008 SHS)FMV$100,661$100,661
SPDR BLOOMBERG 1 3 MNTH (2800 SHS)FMV$256,116$256,116
SPDR S&P REGIONAL (595 SHS)FMV$34,950$34,950
VANGUARD UTILITIES ETF (310 SHS)FMV$47,542$47,542
WSDMTRE EMRG MKT EX STT (1155 SHS)FMV$30,815$30,815
GUGGENHEIM TOTAL RETURN (3850 SHS)FMV$89,313$89,313
PIMCO INCM INST CL (10180 SHS)FMV$105,364$105,364
VANGUARD CORE BOND ADMIR (4523 SHS)FMV$80,968$80,968
AMERICAN FUNDS EUROPACIFIC (1652 SHS)FMV$81,099$81,099
AMERICAN FUNDS FUNDAMENTAL (1233 SHS)FMV$81,927$81,927
COHEN & STEERS INSTL REA (1460 SHS)FMV$62,153$62,153
FIDELITY ADVISOR INTL CA (2746 SHS)FMV$64,213$64,213
GOLDMAN SACHS GQG PTNRS (2964 SHS)FMV$49,230$49,230
IMGP ALT STRATS INSTL (4152 SHS)FMV$42,521$42,521
JPMORGAN LARGE CAP GROWT (973 SHS)FMV$43,507$43,507
MFS GROWTH I (627 SHS)FMV$83,143$83,143
MFS NEW DISCOVERY VALUE (3868 SHS)FMV$65,561$65,561
T. ROWE PRICE NEW HORIZO (1169 SHS)FMV$54,402$54,402
VANGUARD EQUITY INCOME A (1701 SHS)FMV$143,966$143,966

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$343,231Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER AND INTERNET$2,615$0$2,615
CONTRACT SERVICES$15,000$0$15,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,066Amt
Net Investment Income$6,066NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$3,720Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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