BETA

SECOND CORE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202213149349102876
Schema version
2021v4.2
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)
Return2022-11-10T16:21:08-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-07SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNA BERTUCCELLIPreparerPersonNm
PTINP01534744PTIN
Phone9167847800PhoneNum
Preparation2022-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,041,486FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$260,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,359DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,359DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$238,477NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$634,615GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$238,477CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$534,843TotalRevAndExpnssAmt
Total Net Invst Incm$274,843TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$3,271AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,636AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,635AccountingFeesChrtblPrpsAmt
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$3,513TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,895OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,895OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,745TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,702TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$35,530TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$274,245TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,702TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$260,598ExcessRevenueOverExpensesAmt
Net Investment Income$267,141NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,367CashBOYAmt
Cash EOY$25,413CashEOYAmt
Cash EOYFMV$25,413CashEOYFMVAmt
Corporate Stock BOY$1,070,712CorporateStockBOYAmt
Corporate Stock EOY$1,191,097CorporateStockEOYAmt
Corporate Stock EOYFMV$1,191,097CorporateStockEOYFMVAmt
Corporate Bonds BOY$433,077CorporateBondsBOYAmt
Corporate Bonds EOY$479,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$479,000CorporateBondsEOYFMVAmt
Other Investments BOY$271,044OtherInvestmentsBOYAmt
Other Investments EOY$345,976OtherInvestmentsEOYAmt
Other Investments EOYFMV$345,976OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,844,200TotalAssetsBOYAmt
Total Assets EOY$2,041,486TotalAssetsEOYAmt
Total Assets EOYFMV$2,041,486TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,844,200NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,041,486NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,844,200TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,041,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,844,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,041,486TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,844,200TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$260,598ExcessRevenueOverExpensesAmt
Other Increases$8,000OtherIncreasesAmt
Subtotal$2,112,798SubtotalAmt
Other Decreases$71,312OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,041,486TotNetAstOrFundBalancesEOYAmt

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 - STP2021-01-312021-12-31$87,266$84,073$3,193$3,193
CHARLES SCHWAB - LTP2020-12-012021-12-31$224,963$199,035$25,928$25,928
CHARLES SCHWAB - LTD2020-12-012021-12-31$272,490$113,030$159,460$159,460
CAPITAL GAINS DIVIDENDSP$49,896$49,896$49,896
FieldValueIRS element (for citing)
Capital Gain Net Income$238,477CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,713InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,713SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,713TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,164ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,724TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Tax Due$0TaxDueAmt

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 Line12795 EAST BIDWELL STREETAddressLine1Txt
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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
2795 EAST BIDWELL STREET RM 100231FOLSOMCA95630PRESIDENT2.00$0$0$0
JOHN M MURRAY
2795 EAST BIDWELL STREET RM 100231FOLSOMCA95630CFO2.00$0$0$0
ELIZABETH M JACKSON
2795 EAST BIDWELL STREET RM 100231FOLSOMCA95630SECRETARY3.00$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$1,825,811AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,892,327TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,892,327AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,385CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,863,942NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,197MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,713TaxBasedOnInvestmentIncomeAmt
Total Tax$3,713TotalTaxAmt
Distributable Before Adj$89,484DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,484DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,484DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,030ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$263,030QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,484DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$80,735ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,746ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$101,370ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,590ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,932ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$515,373TotalExcessDistributionCyovAmt
Qualifying Distributions$263,030QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,484AppliedToCurrentYearAmt
Remaining Distri From Corpus$173,546RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$688,919TotalCorpusAmt
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$80,735ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$608,184ExcessDistriCyovToNextYrAmt
Excess From Year4$60,746ExcessFromYear4Amt
Excess From Year3$101,370ExcessFromYear3Amt
Excess From Year2$94,590ExcessFromYear2Amt
Excess From Year1$177,932ExcessFromYear1Amt
Excess From Current Year$173,546ExcessFromCurrentYearAmt

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
2795 EAST BIDWELL STREETFOLSOMCA956309168786693SCHOLARSHIP 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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
BIOLA UNIVERSITY
13800 BIOLA AVELA MIRADACA90639N/ASCHOLARSHIPS$1,000
BOISE STATE UNIVERSITY
1910 W UNIVERSITY DRBOISEID83725N/ASCHOLARSHIPS$1,000
CALIFORNIA POLYTECHNIC STATE UNIVERSITY
1 GRAND AVESAN LUIS OBISPOCA93407N/ASCHOLARSHIPS$1,000
CAMPUS LIFE CONNECTION
1541 MERKLEY AVEWEST SACRAMENTOCA95691N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$1,000
COLORADO STATE UNIVERSITY FORT COLLINS
1000 LIBBIE COY WAYFORT COLLINSCO80523N/ASCHOLARSHIPS$1,000
OREGON INSTITUTE OF TECHNOLOGY
3201 CAMPUS DRKLAMATH FALLSOR97601N/ASCHOLARSHIPS$1,000GOV
UNIVERSITY OF CALIFORNIA SANTA BARBARA
1210 CHEADLE HALLSANTA BARBARACA93106N/ASCHOLARSHIPS$1,000GOV
UNIVERSITY OF NEVADA RENO
1664 N VIRGINIA STRENONV89557N/ASCHOLARSHIPS$1,000GOV
WILLIAM JESSUP UNIVERSITY
2121 UNIVERSITY AVEROCKLINCA95765N/ASCHOLARSHIPS, SCHOLARSHIP FUND$8,500PC
SAN DIEGO STATE UNIVERSITY
5500 CAMPANILE DRSAN DIEGOCA92182N/ASCHOLARSHIPS$1,000GOV
CHAMBERLAIN COLLEGE OF NURSING SACRAMENTO
10971 SUN CENTER DRRANCHO CORDOVACA95670N/ASCHOLARSHIPS$5,000GOV
YOUTH FOR CHRIST
PO BOX 156WEST SACRAMENTOCA95691N/AGENERAL SUPPORT$5,000PC
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403N/AGENERAL SUPPORT$200,000PC
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,500TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,359ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$238,477ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,843ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,843TotalIncomeProducingActyAmt

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 Line12795 EAST BIDWELL STREET SUITE 100-AddressLine1Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Total Contributions$260,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICALLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$260,000FairMarketValueAmt
Received2021-10-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,271Amt
Net Investment Income$1,636NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,635DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GUGGENHEIM TOTAL RETURN (4030 SHS)$115,095$115,095
LORD ABBETT SHORT DUR (24019 SHS)$99,921$99,921
PIMCO INCM INST CL (10180 SHS)$121,551$121,551
VANGUARD CORE BOND ADMIR (6715 SHS)$142,433$142,433

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FD EUROPACIFIC (1739 SHS)$112,677$112,677
AMERICAN FD FUNDAMENTAL (1554 SHS)$117,951$117,951
COHEN & STEERS INSTL REA (1460 SHS)$86,424$86,424
FIDELITY ADVISOR INTL CA (1797 SHS)$57,210$57,210
GOLDMAN SACHS GQG PTNRS (2964 SHS)$58,092$58,092
INVESCO DEVELOPING MKTS (1857 SHS)$87,284$87,284
JPMORGAN HEDGED EQTY FD (6116 SHS)$165,075$165,075
MFS GROWTH FUND CL I (627 SHS)$121,961$121,961
MFS NEW DISCOVERY VALUE (2526 SHS)$51,899$51,899
PARTNERSELECT ALT STRATS (4583 SHS)$53,894$53,894
T ROWE PRICE NEW HORIZONS I (919 SHS)$70,785$70,785
VANGUARD EQUITY INCOME (2254 SHS)$207,845$207,845

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500 (173 SHS)FMV$82,519$82,519
JPMORGAN ULTRA SHORT (1608 SHS)FMV$81,172$81,172
SPDR S&P REGIONAL (595 SHS)FMV$42,156$42,156
VANGUARD UTILITIES ETF (400 SHS)FMV$62,560$62,560
WSDMTRE EMRG MKT EX STT (2105 SHS)FMV$77,569$77,569

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$71,312Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$714$0$714
INFO TECHNOLOGY$1,181$0$1,181
CONTRACT SERVICES$8,000$0$8,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$8,000Amt

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$3,513Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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