SECOND CORE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-24
IRS object ID
201822369349100707
Schema version
2017v2.3
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)
Return2018-08-24T12:37:34-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200579279PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CPA CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11420 ROCKY RIDGE DR STE 130AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP956612834ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-06-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A GIOTTOPreparerPersonNm
PTINP00753944PTIN
Phone9167828500PhoneNum
Preparation2018-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,199,733FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$264,280ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$33,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,207NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$333,218GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,207CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$305,236TotalRevAndExpnssAmt
Total Net Invst Incm$40,956TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$38LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$9,800AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,211OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,211OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$375TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$340OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$27,764TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,211TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,211ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,211ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,975TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,211TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,211TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$159,261ExcessRevenueOverExpensesAmt
Net Investment Income$35,745NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,165CashBOYAmt
Cash EOY$10,486CashEOYAmt
Cash EOYFMV$10,486CashEOYFMVAmt
Corporate Stock BOY$466,219CorporateStockBOYAmt
Corporate Stock EOY$605,309CorporateStockEOYAmt
Corporate Stock EOYFMV$688,190CorporateStockEOYFMVAmt
Corporate Bonds BOY$373,984CorporateBondsBOYAmt
Corporate Bonds EOY$434,698CorporateBondsEOYAmt
Corporate Bonds EOYFMV$432,027CorporateBondsEOYFMVAmt
Other Investments BOY$76,578OtherInvestmentsBOYAmt
Other Investments EOY$66,714OtherInvestmentsEOYAmt
Other Investments EOYFMV$69,030OtherInvestmentsEOYFMVAmt
Total Assets BOY$957,946TotalAssetsBOYAmt
Total Assets EOY$1,117,207TotalAssetsEOYAmt
Total Assets EOYFMV$1,199,733TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$957,946UnrestrictedBOYAmt
Unrestricted EOY$1,117,207UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$957,946TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,117,207TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$957,946TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,117,207TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$957,946TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$159,261ExcessRevenueOverExpensesAmt
Subtotal$1,117,207SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,117,207TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB - 9211 - EQUITY FUNDSD2017-02-272017-02-28$263,075$264,280-$1,205-$1,205
SCHWAB - 4531 - BOND FUNDSP2016-11-032017-07-27$10,000$10,286-$286-$286
SCHWAB - 4531 - EQUITY FUNDSP2016-12-212017-01-04$15,896$13,700$2,196$2,196
SCHWAB - 4531 - OTHER FUNDSP2016-12-212017-01-04$3,318$3,007$311$311
SCHWAB - 4531 -EQUITY FUNDSP2012-09-062017-01-04$19,620$16,021$3,599$3,599
SCHWAB - 4531 - OTHER FUNDSP2015-10-292017-01-04$21,309$18,717$2,592$2,592
FieldValueIRS element (for citing)
Capital Gain Net Income$7,207CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,016NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$752,806NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.156747DistributionYr1Rt
Adjusted Qlfy Distri Yr2$145,574AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$685,855NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.212252DistributionYr2Rt
Adjusted Qlfy Distri Yr3$173,742AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$568,246NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.305751DistributionYr3Rt
Adjusted Qlfy Distri Yr4$136,379AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$429,400NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.317604DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$29,353NetVlNoncharitableAssetsYr5Amt
Total Distribution0.992354TotalDistributionRt
Average Distribution0.198471AverageDistributionRt
Net Vl Noncharitable Assets$1,163,600NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$230,941AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$357NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$231,298AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,211QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$715InvestmentIncomeExciseTaxAmt
Subtotal$715SubtotalAmt
Tax Based On Investment Income$715TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$585ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$585TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$143TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SECONDCOREFOUNDATION.WORDPRESS.COMWebsiteAddressTxt
Individual With BooksELIZABETH M JACKSONIndividualWithBooksNm
Phone9168786693PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12795 EAST BIDWELL STREETAddressLine1Txt
Address Line2SUITE 100-231AddressLine2Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET L MURRAY
2795 EAST BIDWELL STREETSUITE 100-231FOLSOMCA95630PRESIDENT000.00$0$0$0
JOHN M MURRAY
2795 EAST BIDWELL STREETSUITE 100-231FOLSOMCA95630CFO000.00$0$0$0
ELIZABETH M JACKSON
2795 EAST BIDWELL STREETSUITE 100-231FOLSOMCA95630SECRETARY000.00$12,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,125,770AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,550AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,181,320TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,181,320AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,720CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,163,600NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,180MinimumInvestmentReturnAmt
Tax Based On Investment Income$715TaxBasedOnInvestmentIncomeAmt
Total Tax$715TotalTaxAmt
Distributable Before Adj$57,465DistributableBeforeAdjAmt
Distributable Before Ded$57,465DistributableBeforeDedAmt
Distributable As Adjusted$57,465DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,211ExpensesAndContributionsAmt
Qualifying Distributions$118,211QualifyingDistributionsAmt
Adjusted Qualifying Distri$118,211AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,465DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$132,491ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$145,974ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$111,633ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$80,735ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$470,833TotalExcessDistributionCyovAmt
Qualifying Distributions$118,211QualifyingDistributionsAmt
Applied To Current Year$57,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$60,746RemainingDistriFromCorpusAmt
Total Corpus$531,579TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$531,579ExcessDistriCyovToNextYrAmt
Excess From Year4$132,491ExcessFromYear4Amt
Excess From Year3$145,974ExcessFromYear3Amt
Excess From Year2$111,633ExcessFromYear2Amt
Excess From Year1$80,735ExcessFromYear1Amt
Excess From Current Year$60,746ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN M MURRAYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH JACKSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12795 EAST BIDWELL STREETAddressLine1Txt
Address Line2SUITE 100-231AddressLine2Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9168786693RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP 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.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE DUE BY JANUARY 31ST OF EACH YEAR FOR SCHOLARSHIP AWARDS TO BE MADE IN THAT YEAR. LASubmissionDeadlinesTxt
Restrictions On AwardsSCHOLARSHIP 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.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUDREY VAUGHN
2121 UNIVERSITY AVE 531ROCKLINCA95765NONEN/ASCHOLARSHIP$10,000
ANN EDLUND
110 RHOADES WAYFOLSOMCA95630NONEN/ASCHOLARSHIP$10,000
BAILEY FINK
153 KELLER CIRCLEFOLSOMCA95630NONEN/ASCHOLARSHIP$5,000
RACHEL CHU
118 FANTAGES WAYFOLSOMCA95630NONEN/ASCHOLARSHIP$5,000
SYDNEY HANZALIK
115 BAROOWS WAYFOLSOMCA95630NONEN/ASCHOLARSHIP$5,000
DYLAN RIMBAUGH
1305 DAISY COURTROSEVILLECA95661NONEN/ASCHOLARSHIP$5,000
AMBER TAYLOR
1443 JAMES TAYLOR ROADGARDENVILLENV89460NONEN/ASCHOLARSHIP$5,000
OWEN CROSBY
3522 ALAMONT DRIVECARMICHAELCA95608NONEN/ASCHOLARSHIP$6,000
HARBOR CHURCH
216 PERSIFER STREETFOLSOMCA95630N/APUB. CHARITYFOR SCHOLARSHIPS$20,000
CAMPUS LIFE CONNECTION
8845 CARRIAGE DRIVEGRANITE BAYCA95746N/APUB CHARITYEDUCATIONAL SERVICES$10,000
SIERRA COLLEGE FOUNDATION
5100 SIERRA COLLEGE BLVDROCKLINCA95677N/APUB. CHARITYFOR SCHOLARSHIPS$15,000
DONORS CHOOSEORG
134 WEST 37TH STREETNEW YORKNY10018N/APUB. CHARITYEDUCATIONAL SERVICES$1,174
CAPITAL CHRISTIAN SCHOOL
9470 MICRON AVENUESACRAMENTOCA95827N/APUB. CHARITYFOR SCHOLARSHIPS$25,000
BELMONT UNIVERSITY
1900 BELMONT BLVDNASHVILLETN37212N/APUB. CHARITYSCHOLARSHIP REFUND-$3,963
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,211TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,749ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,207ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,956ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,956TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 STREETAddressLine1Txt
Address Line2SUITE 100-231AddressLine2Txt
CityFOLSOMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95630ZIPCd
FieldValueIRS element (for citing)
Total Contributions$264,280TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$264,280FairMarketValueAmt
Received2017-02-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,800Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB BOND FUNDSBondNm
EOY Book Value$434,698EOYBookValueAmt
EOYFMV$432,027EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB EQUITY FUNDSStockNm
EOY Book Value$605,309EOYBookValueAmt
EOYFMV$688,190EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$66,714BookValueAmt
EOYFMV$69,030EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$38LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$205
FILING FEES$135

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$5,211Amt
Net Investment Income$5,211NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAX$375
STATE TAX

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