SECOND CORE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SECOND CORE FOUNDATION (EIN 45-5334640)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-31
- IRS object ID
- 201701519349100115
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-31T14:05:14-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200579279 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPA CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 ROCKY RIDGE DR STE 130 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956612834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455334640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECOND CORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECO | BusinessNameControlTxt |
| Phone | 9168786693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2795 EAST BIDWELL STREET RM 100231 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH M JACKSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9168786693 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A GIOTTO | PreparerPersonNm |
| PTIN | P00753944 | PTIN |
| Phone | 9167828500 | PhoneNum |
| Preparation | 2017-05-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 45E859579D235099797C2829F05D4FE7DFFF4FF6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B47D4F5B49414E84AE24D655580519AAC2AB51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $957,529 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $258,511 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $783,484 | GrossSalesPriceAmt |
| Total Rev And Expnss | $270,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $150 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,759 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $262 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,616 | CashBOYAmt |
| Cash EOY | $41,165 | CashEOYAmt |
| Cash EOYFMV | $41,165 | CashEOYFMVAmt |
| Corporate Stock BOY | $307,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $466,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $467,796 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $315,969 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $373,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $367,396 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $154,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $821,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $957,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $957,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $821,427 | UnrestrictedBOYAmt |
| Unrestricted EOY | $957,946 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $821,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $957,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $821,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $957,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $821,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,519 | ExcessRevenueOverExpensesAmt |
| Subtotal | $957,946 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $957,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EQUITY FUNDS | D | 2016-12-15 | 2016-12-16 | $257,040 | $258,511 | -$1,471 | -$1,471 |
| BOND FUNDS | P | $26,167 | $26,053 | $114 | $114 | ||
| EQUITY FUNDS | P | $78,634 | $86,000 | -$7,366 | -$7,366 | ||
| OTHER MUTUALFUNDS | P | $4,669 | $4,989 | -$320 | -$320 | ||
| BOND FUNDS | P | $136,355 | $137,944 | -$1,589 | -$1,589 | ||
| EQUITY FUNDS | P | $158,022 | $169,566 | -$11,544 | -$11,544 | ||
| OTHER MUTUAL FUNDS | P | $120,721 | $110,555 | $10,166 | $10,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,134 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,043 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $685,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.212252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $568,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.305751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,379 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $429,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.317604 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $29,353 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.835607 | TotalDistributionRt |
| Average Distribution | 0.208902 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $752,806 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,450 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $375 | SubtotalAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $375 | AppliedToEsTaxAmt |
| Total Payments And Credits | $375 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SECONDCOREFOUNDATION.WORDPRESS.COM | WebsiteAddressTxt |
| Individual With Books | ELIZABETH M JACKSON | IndividualWithBooksNm |
| Phone | 9168786693 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2795 EAST BIDWELL STREET | AddressLine1Txt |
| Address Line2 | SUITE 100-231 | AddressLine2Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARGARET L MURRAY | |||||||||
| 2795 EAST BIDWELL STREET | SUITE 100-231 | FOLSOM | CA | 95630 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN M MURRAY | |||||||||
| 2795 EAST BIDWELL STREET | SUITE 100-231 | FOLSOM | CA | 95630 | CFO | 1.00 | $0 | $0 | $0 |
| ELIZABETH M JACKSON | |||||||||
| 2795 EAST BIDWELL STREET | SUITE 100-231 | FOLSOM | CA | 95630 | SECRETARY | 8.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $740,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $764,270 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $764,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $752,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $375 | TotalTaxAmt |
| Distributable Before Adj | $37,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $118,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $118,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,265 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $132,491 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,633 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $390,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $470,833 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $470,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $132,491 | ExcessFromYear3Amt |
| Excess From Year2 | $145,974 | ExcessFromYear2Amt |
| Excess From Year1 | $111,633 | ExcessFromYear1Amt |
| Excess From Current Year | $80,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M MURRAY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH JACKSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2795 EAST BIDWELL STREET | AddressLine1Txt |
| Address Line2 | SUITE 100-231 | AddressLine2Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9168786693 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE DUE BY JANUARY 31ST OF EACH YEAR FOR SCHOLARSHIP AWARDS TO BE MADE IN THAT YEAR. LA | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN EDLUND | |||||||
| 110 RHOADES WAY | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CHARLES MAXEY | |||||||
| 8845 CARRIAGE DRIVE | GRANITE BAY | CA | 95746 | NONE | N/A | SCHOLARSHIP | $10,000 |
| BAILEY FINK | |||||||
| 153 KELLER CIRCLE | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $7,000 |
| COREY BATELAAN | |||||||
| 503 ESPLANADE CIRCLE | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $20,000 |
| RACHEL CHU | |||||||
| 118 FANTAGES WAY | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $5,000 |
| JENNA BARRERAS | |||||||
| 104 CLAIM COURT | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $5,000 |
| MARYN HAYWARD | |||||||
| 935 MARKHAM COURT | EL DORADO HILLS | CA | 95762 | NONE | N/A | SCHOLARSHIP | $5,000 |
| STEPHANIE WILCOX | |||||||
| 2569 CENTURY OAK DRIVE | LINCOLN | CA | 95648 | NONE | N./A | SCHOLARSHIP | $10,000 |
| LAUREN WELLS | |||||||
| VILLAGE C WEST 430 | GEORGETOWN | DC | 20057 | NONE | N/A | SCHOLARSHIP | $5,000 |
| BRIDGIT HANZALIK | |||||||
| 115 BARROWS WAY | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $3,000 |
| HARBOR CHURCH | |||||||
| 216 PERSIFER STREET | FOLSOM | CA | 95630 | N/A | PUB. CHARITY | FOR SCHOLARSHIPS | $20,000 |
| SYDNEY HANZALIK | |||||||
| 115 BARROWS WAY | FOLSOM | CA | 95630 | NONE | N/A | SCHOLARSHIP | $3,000 |
| MARGARET CUNIN | |||||||
| 1503 DELMAR AVENUE | NASHVILLE | TN | 37212 | NONE | N/A | SCHOLARSHIP | $10,000 |
| COLTON TUCKER | |||||||
| 8991 PECOR WAY | ORANGEVALE | CA | 95662 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CAMPUS LIFE CONNECTION | |||||||
| 8845 CARRIAGE DRIVE | GRANITE BAY | CA | 95746 | N/A | PUB CHARITY | EDUCATIONAL SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$10,134 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,355 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN M MURRAY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2795 EAST BIDWELL STREET | AddressLine1Txt |
| Address Line2 | SUITE 100-231 | AddressLine2Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $258,511 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $258,511 | FairMarketValueAmt |
| Received | 2016-12-15 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB BOND FUNDS | BondNm |
| EOY Book Value | $373,984 | EOYBookValueAmt |
| EOYFMV | $367,396 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB EQUITY FUNDS | StockNm |
| EOY Book Value | $466,219 | EOYBookValueAmt |
| EOYFMV | $467,796 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $76,578 | BookValueAmt |
| EOYFMV | $81,172 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $150 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $177 |
| FILING FEES | $85 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,759 | Amt |
| Net Investment Income | $3,759 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAX | $176 |
| STATE TAX |
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