BETA

SECOND CORE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-09
IRS object ID
202142219349100924
Schema version
2020v4.1
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)
Return2021-08-09T19:07:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 Line12795 EAST BIDWELL STREET RM 100231AddressLine1Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH M JACKSONPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9168786693PhoneNum
Signature2021-08-04SignatureDt
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
Preparation2021-08-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,844,200FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$252,764ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,738DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,738DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$134,839NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,250,049GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$134,839CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25,639OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25,639OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$444,991TotalRevAndExpnssAmt
Total Net Invst Incm$192,227TotalNetInvstIncmAmt
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$5,694AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,847AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,847AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,188OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,188OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,931TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,954OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,954OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,767TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,035TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,801TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$222,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$222,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,767TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,035TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$250,801TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$181,224ExcessRevenueOverExpensesAmt
Net Investment Income$184,192NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,213CashBOYAmt
Cash EOY$69,367CashEOYAmt
Cash EOYFMV$69,367CashEOYFMVAmt
Corporate Stock BOY$913,988CorporateStockBOYAmt
Corporate Stock EOY$1,070,712CorporateStockEOYAmt
Corporate Stock EOYFMV$1,070,712CorporateStockEOYFMVAmt
Corporate Bonds BOY$289,842CorporateBondsBOYAmt
Corporate Bonds EOY$433,077CorporateBondsEOYAmt
Corporate Bonds EOYFMV$433,077CorporateBondsEOYFMVAmt
Other Investments BOY$319,981OtherInvestmentsBOYAmt
Other Investments EOY$271,044OtherInvestmentsEOYAmt
Other Investments EOYFMV$271,044OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,587,024TotalAssetsBOYAmt
Total Assets EOY$1,844,200TotalAssetsEOYAmt
Total Assets EOYFMV$1,844,200TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,587,024NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,844,200NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,587,024TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,844,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,587,024TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,844,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,587,024TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$181,224ExcessRevenueOverExpensesAmt
Other Increases$81,157OtherIncreasesAmt
Subtotal$1,849,405SubtotalAmt
Other Decreases$5,205OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,844,200TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 4531 STP$384,880$411,453-$26,573-$26,573
SCHWAB 4531 LTP$602,067$538,326$63,741$63,741
SCHWAB 4531 STD$185,380$117,459$67,921$67,921
SCHWAB 4531 LTD$64,487$47,972$16,515$16,515
CAPITAL GAINS DIVIDENDSP$13,235$13,235$13,235
FieldValueIRS element (for citing)
Capital Gain Net Income$134,839CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,560InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,560SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,560TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,620EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,620TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$953TaxDueAmt

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 IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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$1,405,115AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$126,429AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,531,544TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,531,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,508,571NetVlNoncharitableAssetsAmt
Minimum Investment Return$75,429MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$75,429MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,560TaxBasedOnInvestmentIncomeAmt
Total Tax$2,560TotalTaxAmt
Distributable Before Adj$72,869DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,869DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,869DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250,801ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$250,801QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$250,801AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,869DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$111,633ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$80,735ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,746ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$101,370ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,590ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$449,074TotalExcessDistributionCyovAmt
Qualifying Distributions$250,801QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,869AppliedToCurrentYearAmt
Remaining Distri From Corpus$177,932RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$627,006TotalCorpusAmt
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$111,633ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$515,373ExcessDistriCyovToNextYrAmt
Excess From Year4$80,735ExcessFromYear4Amt
Excess From Year3$60,746ExcessFromYear3Amt
Excess From Year2$101,370ExcessFromYear2Amt
Excess From Year1$94,590ExcessFromYear1Amt
Excess From Current Year$177,932ExcessFromCurrentYearAmt

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 (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIOLA UNIVERSITY
13800 BIOLA AVELA MIRADACA90639N/ASCHOLARSHIPS$10,000
BOISE STATE UNIVERSITY
1910 W UNIVERSITY DRBOISEID83725N/ASCHOLARSHIPS$2,500
CALIFORNIA POLYTECHNIC STATE UNIVERSITY
1 GRAND AVESAN LUIS OBISPOCA93407N/ASCHOLARSHIPS$3,000
CAMPUS LIFE CONNECTION
1541 MERKLEY AVEWEST SACRAMENTOCA95691N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$5,000
COLORADO STATE UNIVERSITY
1000 LIBBIE COY WAYFORT COLLINSCO80523N/ASCHOLARSHIPS$2,500
CALIFORNIA STATE UNIVERSITY SACRAMENTO
6000 J STSACRAMENTOCA95819N/ASCHOLARSHIPS$3,500
HART OF FOLSOM
PO BOX 6327FOLSOMCA95630N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$10,000
HUMBOLDT STATE UNIVERSITY
1 HARPST STARCATACA95521N/ASCHOLARSHIPS$2,500
NATIONAL UNIVERSITY
9388 LIGHTWAVE AVESAN DIEGOCA92123N/ASCHOLARSHIPS$3,000
OREGON INSTITUTE OF TECHNOLOGY
3201 CAMPUS DRKLAMATH FALLSOR97601N/ASCHOLARSHIPS$2,000
SOLANO COMMUNITY COLLEGE
4000 SUISUN VALLEY RDFAIRFIELDCA94534N/ASCHOLARSHIPS$5,000
UNIVERSITY OF CALIFORNIA BERKELEY
110 SPROUL HALL 5800BERKELEYCA94720N/ASCHOLARSHIPS$1,000
UNIVERSITY OF CALIFORNIA IRVINE
260 ALDRICH HALLIRVINECA92697N/ASCHOLARSHIPS$5,000
UNIVERSITY OF CALIFORNIA SANTA BARBARA
1210 CHEADLE HALLSANTA BARBARACA93106N/ASCHOLARSHIPS$5,000
UNIVERSITY OF NEVADA RENO
1664 N VIRGINIA STRENONV89557N/ASCHOLARSHIPS$1,000
UNIVERSITY OF NEW MEXICO
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131N/ASCHOLARSHIPS$1,000
WILLIAM JESSUP UNIVERSITY
2121 UNIVERSITY AVEROCKLINCA95765N/ASCHOLARSHIPS, COVID RELIEF, STUDENT UNION$160,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$222,000TotalGrantOrContriPdDurYrAmt
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$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,738ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$134,839ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion$25,639ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$192,227ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$192,227TotalIncomeProducingActyAmt

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$252,764TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICALLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$252,764FairMarketValueAmt
Received2020-12-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,694Amt
Net Investment Income$2,847NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,847DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LOOMIS SAYLES BOND FUND (7792 SHS)$105,818$105,818
LORD ABBETT SHORT DUR (21629 SHS)$91,276$91,276
PIMCO INCM INST CL (9099 SHS)$110,183$110,183
VANGUARD CORE BOND ADMIR (5771 SHS)$125,800$125,800

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FD EUROPACIFIC (1593 SHS)$110,500$110,500
AMERICAN FD FUNDAMENTAL (1566 SHS)$108,244$108,244
JPMORGAN HEDGED EQTY FD (5985 SHS)$143,454$143,454
MFS GROWTH FUND CL I (609 SHS)$98,567$98,567
T ROWE PRICE NEW HORIZONS I (815 SHS)$67,315$67,315
VANGUARD EQUITY INCOME (2559 SHS)$202,990$202,990
COHEN & STEERS INSTL REA (1688 SHS)$73,127$73,127
FIDELITY ADVISOR INTL CA (1797 SHS)$52,951$52,951
GOLDMAN SACHS GQG PTNRS (3151 SHS)$56,146$56,146
INVESCO DEVELOPING MARKE (42 SHS)$2,277$2,277
INVESCO DEVELOPING MKTS (1683 SHS)$89,939$89,939
MFS GROWTH A (52 SHS)$7,816$7,816
PARTNERSELECT ALT STRATS (4440 SHS)$53,416$53,416
T ROWE PRICE NEW HORIZONS (48 SHS)$3,970$3,970

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500 (195 SHS)FMV$73,201$73,201
JPMORGAN ULTRA SHORT (2448 SHS)FMV$124,334$124,334
WSDMTRE EMRG MKT EX STT (1853 SHS)FMV$73,509$73,509

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$5,205Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$724$0$724
FILING FEES$110$0$110
INFO TECHNOLOGY$1,080$0$1,080
CONTRACT SERVICES$40$0$40

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$25,639RevenueAndExpensesPerBooksAmt
Net Investment Income$25,639NetInvestmentIncomeAmt
Adjusted Net Income$25,639AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$81,157Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$5,188Amt
Net Investment Income$5,188NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$4,931Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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