BETA

SECOND CORE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SECOND CORE FOUNDATION (EIN 45-5334640)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-09
IRS object ID
201632229349100858
Schema version
2015v2.1
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)
Return2016-08-09T18:28:49-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-07-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A GIOTTOPreparerPersonNm
PTINP00753944PTIN
Phone9167828500PhoneNum
Preparation2016-07-27PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$786,435FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$253,881ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$16,908DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,908DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,489NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$769,849GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,489CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$274,278TotalRevAndExpnssAmt
Total Net Invst Incm$20,397TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$236LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,343AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,776OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,776OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$322TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$235OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,776TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$154,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,776TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$119,616ExcessRevenueOverExpensesAmt
Net Investment Income$17,621NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,702CashBOYAmt
Cash EOY$43,616CashEOYAmt
Cash EOYFMV$43,616CashEOYFMVAmt
Corporate Stock BOY$440,218CorporateStockBOYAmt
Corporate Stock EOY$307,785CorporateStockEOYAmt
Corporate Stock EOYFMV$284,801CorporateStockEOYFMVAmt
Corporate Bonds BOY$190,397CorporateBondsBOYAmt
Corporate Bonds EOY$315,969CorporateBondsEOYAmt
Corporate Bonds EOYFMV$302,894CorporateBondsEOYFMVAmt
Other Investments BOY$69,481OtherInvestmentsBOYAmt
Other Investments EOY$154,057OtherInvestmentsEOYAmt
Other Investments EOYFMV$155,124OtherInvestmentsEOYFMVAmt
Total Assets BOY$705,798TotalAssetsBOYAmt
Total Assets EOY$821,427TotalAssetsEOYAmt
Total Assets EOYFMV$786,435TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$705,798UnrestrictedBOYAmt
Unrestricted EOY$821,427UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$705,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$821,427TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$705,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$821,427TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$705,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$119,616ExcessRevenueOverExpensesAmt
Subtotal$825,414SubtotalAmt
Other Decreases$3,987OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$821,427TotNetAstOrFundBalancesEOYAmt

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
EQUITY SECURITIESD2014-12-262015-01-02$252,148$249,086$3,062$3,062
EQUITY SECURITIESD2015-10-132015-10-20$255,810$253,881$1,929$1,929
BOND FUNDSP$43,940$45,041-$1,101-$1,101
EQUITY FUNDSP$30,166$31,688-$1,522-$1,522
EQUITY FUNDSP$170,431$175,855-$5,424-$5,424
OTHER MUTUAL FUNDSP$12,096$10,809$1,287$1,287
FieldValueIRS element (for citing)
Capital Gain Net Income$3,489CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,368NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$173,742AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$568,246NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.305751DistributionYr1Rt
Adjusted Qlfy Distri Yr2$136,379AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$429,400NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.317604DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$29,353NetVlNoncharitableAssetsYr3Amt
Total Distribution0.623355TotalDistributionRt
Average Distribution0.207785AverageDistributionRt
Net Vl Noncharitable Assets$685,855NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$142,510AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$176NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$142,686AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$145,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$176InvestmentIncomeExciseTaxAmt
Subtotal$176SubtotalAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$176AppliedToEsTaxAmt
Total Payments And Credits$176TotalPaymentsAndCreditsAmt

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 BylawsfalseChangesToArticlesOrBylawsInd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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 100-231FOLSOMCA95630PRESIDENT1.00$0$0$0
JOHN M MURRAY
2795 EAST BIDWELL STREETSUITE 100-231FOLSOMCA95630CFO1.00$0$0$0
ELIZABETH M JACKSON
2795 EAST BIDWELL STREETSUITE 100-231FOLSOMCA95630SECRETARY5.00$0$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$643,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,700AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$696,300TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$696,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,445CashDeemedCharitableAmt
Net Vl Noncharitable Assets$685,855NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,293MinimumInvestmentReturnAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Total Tax$176TotalTaxAmt
Distributable Before Adj$34,117DistributableBeforeAdjAmt
Distributable Before Ded$34,117DistributableBeforeDedAmt
Distributable As Adjusted$34,117DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,750ExpensesAndContributionsAmt
Qualifying Distributions$145,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$176PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$145,574AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,117DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$132,491ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$145,974ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$278,465TotalExcessDistributionCyovAmt
Qualifying Distributions$145,750QualifyingDistributionsAmt
Applied To Current Year$34,117AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,633RemainingDistriFromCorpusAmt
Total Corpus$390,098TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$390,098ExcessDistriCyovToNextYrAmt
Excess From Year2$132,491ExcessFromYear2Amt
Excess From Year1$145,974ExcessFromYear1Amt
Excess From Current Year$111,633ExcessFromCurrentYearAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANN EDLUND
110 RHOADES WAYFOLSOMCA95630NONEN/ASCHOLARSHIP$5,000
CHARLES MAXEY
8845 CARRIAGE DRIVEGRANITE BAYCA95746NONEN/ASCHOLARSHIP$10,000
CHRISTINE SMIT
709 CENTRE STREET 302JAMAICA PLAINMA02130NONEN/ASCHOLARSHIP$2,750
COREY BATELAN
503 ESPLANADE CIRCLEFOLSOMCA95630NONEN/ASCHOLARSHIP$30,000
HANNAH CHU
118 FANTAGES WAYFOLSOMCA95630NONEN/ASCHOLARSHIP$8,000
JENNA BARRERAS
104 CLAIM COURTFOLSOMCA95630NONEN/ASCHOLARSHIP$5,000
MARYN HAYWARD
935 MARKHAM COURTEL DORADO HILLSCA95762NONEN/ASCHOLARSHIP$5,000
ROBERT MAXEY
8845 CARRIAGE DRIVEGRANITE BAYCA95746NONN/ASCHOLARSHIP$10,000
STEPHANIE WILCOX
2569 CENTURY OAK DRIVELINCOLNCA95648NONEN./ASCHOLARSHIP$10,000
LAUREN WELLS
VILLAGE C WEST 430GEORGETOWNDC20057NONEN/ASCHOLARSHIP$5,000
BRIDGIT HANZALIK
115 BAROOWS WAYFOLSOMCA95630NONEN/ASCHOLARSHIP$5,000
THE UNIVERSITY FD AT SAC STATE
6000 J STREETSACRAMENTOCA95819N/APUB. CHARITYFOR SCHOLARSHIPS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,908ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,489ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,397ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,397TotalIncomeProducingActyAmt

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$253,881TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$253,881FairMarketValueAmt
Received2015-10-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,343Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB BOND FUNDSBondNm
EOY Book Value$315,969EOYBookValueAmt
EOYFMV$302,894EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB EQUITY FUNDSStockNm
EOY Book Value$307,785EOYBookValueAmt
EOYFMV$284,801EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$154,057BookValueAmt
EOYFMV$155,124EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$236LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET DECREASE IN FAIR MARKET VALUE OF ASSETSDesc
Amt$3,987Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$235

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,776Amt
Net Investment Income$2,776NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAX$322
STATE TAX

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