BETA

SECOND CORE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202001969349102460
Schema version
2019v5.1
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)
Return2020-07-14T21:36:10-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line1925 HIGHLAND POINTE DRIVE SUITE 450AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95678ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-07-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAREY CADLEPreparerPersonNm
PTINP00404409PTIN
Phone9167847800PhoneNum
Preparation2020-07-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.57.72.213IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-06IPDt
IP Tm17:52:33IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF9320247FD3C965882BD1F73EDA9DB0D29B4C32FAtSubmissionCreationDeviceId
At Submission Filing Device IdCA26718E11184BD2CBBCB1279974EFE2051C4841AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,697,251FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$501,861ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$232InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$232InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,217DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,217DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$133,972NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,443,849GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$133,972CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$667,282TotalRevAndExpnssAmt
Total Net Invst Incm$165,421TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,993OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,993OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$984TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,417OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,993TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$199,024TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,993TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$468,258ExcessRevenueOverExpensesAmt
Net Investment Income$160,428NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$80,111CashBOYAmt
Cash EOY$63,213CashEOYAmt
Cash EOYFMV$63,213CashEOYFMVAmt
Corporate Stock BOY$655,837CorporateStockBOYAmt
Corporate Stock EOY$913,988CorporateStockEOYAmt
Corporate Stock EOYFMV$1,003,153CorporateStockEOYFMVAmt
Corporate Bonds BOY$433,187CorporateBondsBOYAmt
Corporate Bonds EOY$289,842CorporateBondsEOYAmt
Corporate Bonds EOYFMV$291,058CorporateBondsEOYFMVAmt
Other Investments BOY$62,062OtherInvestmentsBOYAmt
Other Investments EOY$319,981OtherInvestmentsEOYAmt
Other Investments EOYFMV$339,827OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,231,197TotalAssetsBOYAmt
Total Assets EOY$1,587,024TotalAssetsEOYAmt
Total Assets EOYFMV$1,697,251TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,231,197NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,587,024NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,231,197TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,587,024TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,231,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,587,024TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,231,197TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$468,258ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,699,455SubtotalAmt
Other Decreases$112,431OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,587,024TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 4531 STP$277,702$271,525$6,177$6,177
SCHWAB 4531 LTP$890,378$844,863$45,515$45,515
SCHWAB 9211 LTD$254,909$193,489$61,420$61,420
CAPITAL GAINS DIVIDENDSP$20,860$20,860$20,860
FieldValueIRS element (for citing)
Capital Gain Net Income$133,972CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,121,482NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.139547DistributionYr1Rt
Adjusted Qlfy Distri Yr2$118,211AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,163,600NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.101591DistributionYr2Rt
Adjusted Qlfy Distri Yr3$118,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$752,806NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.156747DistributionYr3Rt
Adjusted Qlfy Distri Yr4$145,574AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$685,855NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.212252DistributionYr4Rt
Adjusted Qlfy Distri Yr5$173,742AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$568,246NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.305751DistributionYr5Rt
Total Distribution0.915888TotalDistributionRt
Average Distribution0.183178AverageDistributionRt
Net Vl Noncharitable Assets$1,387,371NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$254,136AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,604NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$255,740AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$160,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,209InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,209SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,209TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$122EsPenaltyAmt
Tax Due$3,331TaxDueAmt

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$1,299,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,432AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,408,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,408,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,127CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,387,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,369MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,369MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,209TaxBasedOnInvestmentIncomeAmt
Total Tax$3,209TotalTaxAmt
Distributable Before Adj$66,160DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,160DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,160DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$160,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,160DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$145,974ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$111,633ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,735ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,746ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$101,370ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$500,458TotalExcessDistributionCyovAmt
Qualifying Distributions$160,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,590RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$595,048TotalCorpusAmt
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$145,974ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$449,074ExcessDistriCyovToNextYrAmt
Excess From Year4$111,633ExcessFromYear4Amt
Excess From Year3$80,735ExcessFromYear3Amt
Excess From Year2$60,746ExcessFromYear2Amt
Excess From Year1$101,370ExcessFromYear1Amt
Excess From Current Year$94,590ExcessFromCurrentYearAmt

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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTERNATIVES WOMENS CENTER
1111 HOWE AVE 610SACRAMENTOCA95825N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$15,250
CAMPUS LIFE CONNECTION
1541 MERKLEY AVEWEST SACRAMENTOCA95691N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$5,000
BOYS TOWN TRADE LIFE
14100 CRAWFORD STBOYS TOWNNE68010N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$3,000
ALEXS LEMONDE STAND FOUNDATION
111 PRESIDENTIAL BLVD 203BALA CYNWYDPA19004N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$2,000
ROB MAXEY LEGACY FUND - YOUTH FOR CHRIST
1541 MERKLEY AVEWEST SACRAMENTOCA95691N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$2,000
HARBOR CHURCH
216 PERSIFER STREETFOLSOMCA95630N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$20,000
BIOLA UNIVERSITY
13800 BIOLA AVELA MIRADACA90639N/ASCHOLARSHIPS$12,000
BRIGHAM YOUNG UNIVERSITY
155 EAST 1230 NORTHPROVOUT84602N/ASCHOLARSHIPS$3,000
CSU CHICO STATE
135 ACKER GYMCHICOCA95929N/ASCHOLARSHIPS$5,000
CALIFORNIA BAPTIST UNIVERISTY
8432 MAGNOLIA AVERIVERSIDECA92504N/ASCHOLARSHIPS$5,000
HUMBOLDT STATE UNIVERSITY
1 HARPST STARCATACA95521N/ASCHOLARSHIPS$2,500
SIERRA COLLEGE
5100 SIERRA COLLEGE BLVDROCKLINCA95677N/ASCHOLARSHIPS$5,000
SIERRA COLLEGE FOUNDATION
5100 SIERRA COLLEGE BLVDROCKLINCA95677N/ATO ADVANCE THE MISSION OF THE ORGANIZATION.$6,000
UNIVERSITY OF REDLANDS
1200 E COLTON AVEREDLANDSCA92373N/ASCHOLARSHIPS$5,000
UC REGENTS
1111 FRANKLIN STOAKLANDCA94607N/ASCHOLARSHIPS$16,000
WILLIAM JESSUP UNIVERSITY
2121 UNIVERSITY AVEROCKLINCA95765N/ASCHOLARSHIPS$54,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,750TotalGrantOrContriPdDurYrAmt
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$232ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,217ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$133,972ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$165,421ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$165,421TotalIncomeProducingActyAmt

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$501,861TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICALLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$501,861FairMarketValueAmt
Received2019-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,880Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOUBLELINE TOTAL RETURN$90,881$89,955
LOOMIS SAYLES BOND FUND$77,021$78,882
LORD ABBETT SHORT DUR$44,920$45,221
PIMCO INCM INST CL$77,020$77,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$11,222$14,419
BALL CORP$2,909$5,238
BLACKROCK INC$6,185$8,043
CISCO SYSTEMS INC$18,443$20,095
CITIGROUP INC$10,515$13,741
COMCAST CORP$14,351$19,067
DANAHER CORP$5,653$9,055
INTEL CORP$19,276$24,539
KINDER MORGAN INC$4,344$5,949
MC DONALDS CORP$9,645$11,659
MEDTRONIC PLC$11,033$16,110
ORACLE CORP$11,587$14,092
PROCTER & GAMBLE$19,514$27,728
UNITED TECHNOLOGIES$8,517$11,231
VERIZON COMMUNICATN$19,365$23,639
WALMART INC$12,417$16,400
WALT DISNEY CO$10,632$14,608
AMERICAN FD AMCAP FUND$54,020$55,741
AMERICAN FD EUROPACIFIC$121,520$128,624
AMERICAN FD FUNDAMENTAL$94,520$96,651
INVESCO OPPENHEIMER DEV$81,020$84,892
JPMORGAN HEDGED EQTY FD$67,520$71,431
LITMAN GREGORY MASTERS$94,520$95,069
MFS GROWTH FUND CL I$27,020$29,750
T ROWE PRICE NEW HORIZON$54,020$53,595
VANGUARD EQUITY INCOME$124,220$131,787

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P USAT COST$8,149$11,974
ISHARES CORE S&P 500AT COST$108,126$117,983
JPMORGAN ULTRA SHORTAT COST$89,817$90,017
VANGUARD FTSE DEVELOPEDAT COST$54,233$56,881
WSDMTRE EMRG MKT EX STTAT COST$59,656$62,972

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$112,431Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$544$0$0
FILING FEES$85$0$0
INFO TECHNOLOGY$788$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$4,993Amt
Net Investment Income$4,993NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$984Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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