2023-10-16T17:56:15-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2022-01-01 455334640 SECOND CORE FOUNDATION SECO 9168786693 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 ELIZABETH M JACKSON SECRETARY 9168786693 2023-10-09 1 ELIZABETH JACKSON 999009999 1 JENNA BERTUCCELLI P01534744 9167847800 2023-10-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1845926 X 251680 69 69 40211 40211 15285 872325 15285 307245 55565 14000 0 14000 1316 0 1316 9185 4592 4593 6066 6066 0 3720 0 0 17615 0 17615 51902 10658 37524 108000 108000 159902 10658 145524 147343 44907 25413 15558 15558 2016073 1828539 1828539 0 1829 1829 2041486 1845926 1845926 328 0 328 X 2041486 1845598 2041486 1845598 2041486 1845926 2041486 147343 0 2188829 343231 1845598 CHARLES SCHWAB - ST P 2022-01-31 2022-12-31 92563 102628 -10065 -10065 CHARLES SCHWAB - LT P 2022-01-31 2022-12-31 506427 507478 -1051 -1051 CHARLES SCHWAB - LT D 2022-01-31 2022-12-31 254030 246934 7096 7096 CAPITAL GAINS DIVIDENDS P 19305 19305 19305 15285 624 0 624 0 624 1860 0 0 0 1860 0 1236 1236 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ELIZABETH M JACKSON 9168786693 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARGARET L MURRAY 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 PRESIDENT 2.00 0 0 0 JOHN M MURRAY 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 CFO 2.00 0 0 0 ELIZABETH M JACKSON 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 SECRETARY 3.00 14000 0 0 NONE 0 NONE 0 0 1741076 38594 0 1779670 0 0 1779670 26695 1752975 87649 87649 624 624 87025 0 87025 0 87025 145524 0 145524 87025 0 0 60746 101370 94590 177932 173546 608184 145524 0 0 0 87025 58499 0 0 666683 0 0 0 0 0 0 60746 605937 101370 94590 177932 173546 58499 JOHN M MURRAY X ELIZABETH JACKSON 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 9168786693 SCHOLARSHIP 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 ACCEPTED SCHOLARSHIP 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 STREET FOLSOM CA 95630 9168786693 IN 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/A THERE 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 STREET FOLSOM CA 95630 9168786693 1. 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/A N/A MORNING STAR FOUNDATION 724 MAIN STREET WOODLAND CA 95695 N/A PF TO ADVANCE THE CHARITABLE MISSION. 8000 PRAGER UNIVERSITY FOUNDATION 3389 SHERIDAN STREET 293 HOLLYWOOD FL 33021 N/A PC TO ADVANCE THE CHARITABLE MISSION. 50000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVE ROCKLIN CA 95765 N/A PC TO ADVANCE THE CHARITABLE MISSION. 50000 108000 0 14 69 14 40211 18 15285 0 55565 0 55565 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN M MURRAY 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 251680 X 1 PUBLICALLY TRADED SECURITIES 251680 2022-11-11 ACCOUNTING FEES 9185 4592 4593 MORNING STAR FOUNDATION 724 MAIN STREET WOODLAND CA 95695 2022-08-31 8000 TO ADVANCE THE CHARITABLE MISSION. 8000 NONE ISHARES CORE S&P 500 (373 SHS) FMV 143310 143310 ISHARES 1-3 YEAR TREASRY (1300 SHS) FMV 105521 105521 ISHARES 7-10 TREASRY (650 SHS) FMV 62257 62257 JPMORGAN ULTRA SHORT (2008 SHS) FMV 100661 100661 SPDR BLOOMBERG 1 3 MNTH (2800 SHS) FMV 256116 256116 SPDR S&P REGIONAL (595 SHS) FMV 34950 34950 VANGUARD UTILITIES ETF (310 SHS) FMV 47542 47542 WSDMTRE EMRG MKT EX STT (1155 SHS) FMV 30815 30815 GUGGENHEIM TOTAL RETURN (3850 SHS) FMV 89313 89313 PIMCO INCM INST CL (10180 SHS) FMV 105364 105364 VANGUARD CORE BOND ADMIR (4523 SHS) FMV 80968 80968 AMERICAN FUNDS EUROPACIFIC (1652 SHS) FMV 81099 81099 AMERICAN FUNDS FUNDAMENTAL (1233 SHS) FMV 81927 81927 COHEN & STEERS INSTL REA (1460 SHS) FMV 62153 62153 FIDELITY ADVISOR INTL CA (2746 SHS) FMV 64213 64213 GOLDMAN SACHS GQG PTNRS (2964 SHS) FMV 49230 49230 IMGP ALT STRATS INSTL (4152 SHS) FMV 42521 42521 JPMORGAN LARGE CAP GROWT (973 SHS) FMV 43507 43507 MFS GROWTH I (627 SHS) FMV 83143 83143 MFS NEW DISCOVERY VALUE (3868 SHS) FMV 65561 65561 T. ROWE PRICE NEW HORIZO (1169 SHS) FMV 54402 54402 VANGUARD EQUITY INCOME A (1701 SHS) FMV 143966 143966 DIRECT DEPOSIT PAYABLE 1829 1829 UNREALIZED LOSS 343231 COMPUTER AND INTERNET 2615 0 2615 CONTRACT SERVICES 15000 0 15000 INVESTMENT MANAGEMENT FEES 6066 6066 0 FEDERAL INCOME TAX 3720 0 0