2022-11-10T16:21:08-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2021-01-01 455334640 SECOND CORE FOUNDATION SECO 9168786693 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 ELIZABETH M JACKSON SECRETARY 9168786693 2022-11-07 1 ELIZABETH JACKSON 999009999 JENNA BERTUCCELLI P01534744 9167847800 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2041486 X 260000 7 7 36359 36359 238477 634615 238477 534843 274843 24000 0 24000 3271 1636 1635 6066 6066 0 3513 0 0 9895 0 9895 46745 7702 35530 227500 227500 274245 7702 263030 260598 267141 69367 25413 25413 1070712 1191097 1191097 433077 479000 479000 271044 345976 345976 1844200 2041486 2041486 0 0 X 1844200 2041486 1844200 2041486 1844200 2041486 1844200 260598 8000 2112798 71312 2041486 CHARLES SCHWAB - ST P 2021-01-31 2021-12-31 87266 84073 3193 3193 CHARLES SCHWAB - LT P 2020-12-01 2021-12-31 224963 199035 25928 25928 CHARLES SCHWAB - LT D 2020-12-01 2021-12-31 272490 113030 159460 159460 CAPITAL GAINS DIVIDENDS P 49896 49896 49896 238477 3713 0 3713 0 3713 2560 0 1164 0 3724 11 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 2795 EAST BIDWELL STREET FOLSOM CA 95630 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET L MURRAY 2795 EAST BIDWELL STREET RM 100231 FOLSOM CA 95630 PRESIDENT 2.00 0 0 0 JOHN M MURRAY 2795 EAST BIDWELL STREET RM 100231 FOLSOM CA 95630 CFO 2.00 0 0 0 ELIZABETH M JACKSON 2795 EAST BIDWELL STREET RM 100231 FOLSOM CA 95630 SECRETARY 3.00 24000 0 0 NONE 0 NONE 0 0 1825811 66516 0 1892327 0 0 1892327 28385 1863942 93197 93197 3713 3713 89484 0 89484 0 89484 263030 0 263030 89484 0 0 80735 60746 101370 94590 177932 515373 263030 0 0 0 89484 173546 0 0 688919 0 0 0 0 0 0 80735 608184 60746 101370 94590 177932 173546 JOHN M MURRAY X ELIZABETH JACKSON 2795 EAST BIDWELL STREET 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 BIOLA UNIVERSITY 13800 BIOLA AVE LA MIRADA CA 90639 N/A SCHOLARSHIPS 1000 BOISE STATE UNIVERSITY 1910 W UNIVERSITY DR BOISE ID 83725 N/A SCHOLARSHIPS 1000 CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1 GRAND AVE SAN LUIS OBISPO CA 93407 N/A SCHOLARSHIPS 1000 CAMPUS LIFE CONNECTION 1541 MERKLEY AVE WEST SACRAMENTO CA 95691 N/A TO ADVANCE THE MISSION OF THE ORGANIZATION. 1000 COLORADO STATE UNIVERSITY FORT COLLINS 1000 LIBBIE COY WAY FORT COLLINS CO 80523 N/A SCHOLARSHIPS 1000 OREGON INSTITUTE OF TECHNOLOGY 3201 CAMPUS DR KLAMATH FALLS OR 97601 N/A GOV SCHOLARSHIPS 1000 UNIVERSITY OF CALIFORNIA SANTA BARBARA 1210 CHEADLE HALL SANTA BARBARA CA 93106 N/A GOV SCHOLARSHIPS 1000 UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA ST RENO NV 89557 N/A GOV SCHOLARSHIPS 1000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVE ROCKLIN CA 95765 N/A PC SCHOLARSHIPS, SCHOLARSHIP FUND 8500 SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR SAN DIEGO CA 92182 N/A GOV SCHOLARSHIPS 1000 CHAMBERLAIN COLLEGE OF NURSING SACRAMENTO 10971 SUN CENTER DR RANCHO CORDOVA CA 95670 N/A GOV SCHOLARSHIPS 5000 YOUTH FOR CHRIST PO BOX 156 WEST SACRAMENTO CA 95691 N/A PC GENERAL SUPPORT 5000 PRAGERU 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 N/A PC GENERAL SUPPORT 200000 227500 0 14 7 14 36359 18 238477 0 274843 0 274843 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN M MURRAY 2795 EAST BIDWELL STREET SUITE 100- FOLSOM CA 95630 260000 X 1 PUBLICALLY TRADED SECURITIES 260000 2021-10-08 ACCOUNTING FEES 3271 1636 1635 GUGGENHEIM TOTAL RETURN (4030 SHS) 115095 115095 LORD ABBETT SHORT DUR (24019 SHS) 99921 99921 PIMCO INCM INST CL (10180 SHS) 121551 121551 VANGUARD CORE BOND ADMIR (6715 SHS) 142433 142433 AMERICAN FD EUROPACIFIC (1739 SHS) 112677 112677 AMERICAN FD FUNDAMENTAL (1554 SHS) 117951 117951 COHEN & STEERS INSTL REA (1460 SHS) 86424 86424 FIDELITY ADVISOR INTL CA (1797 SHS) 57210 57210 GOLDMAN SACHS GQG PTNRS (2964 SHS) 58092 58092 INVESCO DEVELOPING MKTS (1857 SHS) 87284 87284 JPMORGAN HEDGED EQTY FD (6116 SHS) 165075 165075 MFS GROWTH FUND CL I (627 SHS) 121961 121961 MFS NEW DISCOVERY VALUE (2526 SHS) 51899 51899 PARTNERSELECT ALT STRATS (4583 SHS) 53894 53894 T ROWE PRICE NEW HORIZONS I (919 SHS) 70785 70785 VANGUARD EQUITY INCOME (2254 SHS) 207845 207845 ISHARES CORE S&P 500 (173 SHS) FMV 82519 82519 JPMORGAN ULTRA SHORT (1608 SHS) FMV 81172 81172 SPDR S&P REGIONAL (595 SHS) FMV 42156 42156 VANGUARD UTILITIES ETF (400 SHS) FMV 62560 62560 WSDMTRE EMRG MKT EX STT (2105 SHS) FMV 77569 77569 UNREALIZED LOSS 71312 OFFICE EXPENSES 714 0 714 INFO TECHNOLOGY 1181 0 1181 CONTRACT SERVICES 8000 0 8000 PRIOR PERIOD ADJUSTMENT 8000 INVESTMENT MANAGEMENT FEES 6066 6066 0 FEDERAL INCOME TAX 3513 0 0