2021-08-09T19:07:20-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2020-01-01 455334640 SECOND CORE FOUNDATION SECO 9168786693 2795 EAST BIDWELL STREET RM 100231 FOLSOM CA 95630 ELIZABETH M JACKSON SECRETARY 9168786693 2021-08-04 1 ELIZABETH JACKSON 999009999 JENNA BERTUCCELLI P01534744 9167847800 2021-08-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1844200 X 252764 11 11 31738 31738 134839 1250049 134839 25639 25639 444991 192227 24000 0 24000 5694 2847 2847 5188 5188 0 4931 0 0 1954 0 1954 41767 8035 28801 222000 222000 263767 8035 250801 181224 184192 63213 69367 69367 913988 1070712 1070712 289842 433077 433077 319981 271044 271044 1587024 1844200 1844200 0 0 X 1587024 1844200 1587024 1844200 1587024 1844200 1587024 181224 81157 1849405 5205 1844200 SCHWAB 4531 ST P 384880 411453 -26573 -26573 SCHWAB 4531 LT P 602067 538326 63741 63741 SCHWAB 4531 ST D 185380 117459 67921 67921 SCHWAB 4531 LT D 64487 47972 16515 16515 CAPITAL GAINS DIVIDENDS P 13235 13235 13235 134839 2560 0 2560 0 2560 1620 0 0 0 1620 13 953 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 1 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 1405115 126429 0 1531544 0 0 1531544 22973 1508571 75429 75429 2560 2560 72869 0 72869 0 72869 250801 0 250801 0 250801 72869 0 0 111633 80735 60746 101370 94590 449074 250801 0 0 0 72869 177932 0 0 627006 0 0 0 0 0 0 111633 515373 80735 60746 101370 94590 177932 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 10000 BOISE STATE UNIVERSITY 1910 W UNIVERSITY DR BOISE ID 83725 N/A SCHOLARSHIPS 2500 CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1 GRAND AVE SAN LUIS OBISPO CA 93407 N/A SCHOLARSHIPS 3000 CAMPUS LIFE CONNECTION 1541 MERKLEY AVE WEST SACRAMENTO CA 95691 N/A TO ADVANCE THE MISSION OF THE ORGANIZATION. 5000 COLORADO STATE UNIVERSITY 1000 LIBBIE COY WAY FORT COLLINS CO 80523 N/A SCHOLARSHIPS 2500 CALIFORNIA STATE UNIVERSITY SACRAMENTO 6000 J ST SACRAMENTO CA 95819 N/A SCHOLARSHIPS 3500 HART OF FOLSOM PO BOX 6327 FOLSOM CA 95630 N/A TO ADVANCE THE MISSION OF THE ORGANIZATION. 10000 HUMBOLDT STATE UNIVERSITY 1 HARPST ST ARCATA CA 95521 N/A SCHOLARSHIPS 2500 NATIONAL UNIVERSITY 9388 LIGHTWAVE AVE SAN DIEGO CA 92123 N/A SCHOLARSHIPS 3000 OREGON INSTITUTE OF TECHNOLOGY 3201 CAMPUS DR KLAMATH FALLS OR 97601 N/A SCHOLARSHIPS 2000 SOLANO COMMUNITY COLLEGE 4000 SUISUN VALLEY RD FAIRFIELD CA 94534 N/A SCHOLARSHIPS 5000 UNIVERSITY OF CALIFORNIA BERKELEY 110 SPROUL HALL 5800 BERKELEY CA 94720 N/A SCHOLARSHIPS 1000 UNIVERSITY OF CALIFORNIA IRVINE 260 ALDRICH HALL IRVINE CA 92697 N/A SCHOLARSHIPS 5000 UNIVERSITY OF CALIFORNIA SANTA BARBARA 1210 CHEADLE HALL SANTA BARBARA CA 93106 N/A SCHOLARSHIPS 5000 UNIVERSITY OF NEVADA RENO 1664 N VIRGINIA ST RENO NV 89557 N/A SCHOLARSHIPS 1000 UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 N/A SCHOLARSHIPS 1000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVE ROCKLIN CA 95765 N/A SCHOLARSHIPS, COVID RELIEF, STUDENT UNION 160000 222000 0 14 11 14 31738 18 134839 OTHER REVENUE 25639 0 192227 0 192227 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 252764 X 1 PUBLICALLY TRADED SECURITIES 252764 2020-12-11 ACCOUNTING FEES 5694 2847 2847 LOOMIS SAYLES BOND FUND (7792 SHS) 105818 105818 LORD ABBETT SHORT DUR (21629 SHS) 91276 91276 PIMCO INCM INST CL (9099 SHS) 110183 110183 VANGUARD CORE BOND ADMIR (5771 SHS) 125800 125800 AMERICAN FD EUROPACIFIC (1593 SHS) 110500 110500 AMERICAN FD FUNDAMENTAL (1566 SHS) 108244 108244 JPMORGAN HEDGED EQTY FD (5985 SHS) 143454 143454 MFS GROWTH FUND CL I (609 SHS) 98567 98567 T ROWE PRICE NEW HORIZONS I (815 SHS) 67315 67315 VANGUARD EQUITY INCOME (2559 SHS) 202990 202990 COHEN & STEERS INSTL REA (1688 SHS) 73127 73127 FIDELITY ADVISOR INTL CA (1797 SHS) 52951 52951 GOLDMAN SACHS GQG PTNRS (3151 SHS) 56146 56146 INVESCO DEVELOPING MARKE (42 SHS) 2277 2277 INVESCO DEVELOPING MKTS (1683 SHS) 89939 89939 MFS GROWTH A (52 SHS) 7816 7816 PARTNERSELECT ALT STRATS (4440 SHS) 53416 53416 T ROWE PRICE NEW HORIZONS (48 SHS) 3970 3970 ISHARES CORE S&P 500 (195 SHS) FMV 73201 73201 JPMORGAN ULTRA SHORT (2448 SHS) FMV 124334 124334 WSDMTRE EMRG MKT EX STT (1853 SHS) FMV 73509 73509 UNREALIZED LOSS 5205 POSTAGE 724 0 724 FILING FEES 110 0 110 INFO TECHNOLOGY 1080 0 1080 CONTRACT SERVICES 40 0 40 OTHER REVENUE 25639 25639 25639 PRIOR PERIOD ADJUSTMENT 81157 INVESTMENT MANAGEMENT FEES 5188 5188 0 FEDERAL INCOME TAX 4931 0 0