2024-08-26T10:40:44-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2023-01-01 455334640 SECOND CORE FOUNDATION SECO 9168786693 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 ELIZABETH M JACKSON SECRETARY 9168786693 2024-08-15 1 1 JENNA BERTUCCELLI P01534744 9167847800 2024-08-15 2023 2024-08-08 14:25:15Z X 2178474 X 257865 135 135 53557 53557 15797 956659 83161 2769 0 330123 136853 24000 0 24000 2081 0 2081 6300 3150 3150 6452 6452 0 671 671 0 1876 0 1876 41380 10273 31107 122650 122650 164030 10273 153757 166093 126580 15558 255633 255633 1828539 1921016 1921016 1829 1825 1825 1845926 2178474 2178474 328 324 328 324 X 1845598 2178150 1845598 2178150 1845926 2178474 1845598 166093 166459 2178150 0 2178150 PUBLICLY TRADED SECURITIES - ST P 459889 463866 -3977 -3977 PUBLICLY TRADED SECURITIES - LT P 217711 219131 -1420 -1420 PUBLICLY TRADED SECURITIES - LT D 265100 190501 74599 74599 CAPITAL GAINS DIVIDENDS P 13959 13959 13959 83161 1759 0 1759 0 1759 1236 0 0 0 1236 0 523 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ELIZABETH M JACKSON 9168786693 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARGARET L MURRAY 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 PRESIDENT 2.00 0 0 0 JOHN M MURRAY 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 CFO 2.00 0 0 0 ELIZABETH M JACKSON 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 SECRETARY 3.00 24000 0 0 NONE 0 NONE 0 0 1849160 37026 0 1886186 0 0 1886186 28293 1857893 92895 92895 1759 1759 91136 0 91136 0 91136 153757 0 153757 91136 0 0 101370 94590 177932 173546 58499 605937 153757 0 0 0 91136 62621 0 0 668558 0 0 0 0 0 0 101370 567188 94590 177932 173546 58499 62621 JOHN M MURRAY X ELIZABETH JACKSON 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 9168786693 SCHOLARSHIP APPLICATIONS MAY BE OBTAINED BY VISITING THE FOUNDATIONS WEBSITE WWW.SECONDCOREFOUNDATION.ORG OR BY EMAILING SECONDCOREFOUNDATION@GMAIL.COM. APPLICANTS MAY REAPPLY NO MORE THAN ONCE A YEAR AND WILL BE REQUIRED TO PROVIDE EVIDENCE OF SATISFACTORY COMPLETION. INFORMATION AND MATERIALS SUBMITTED WITH THE APPLICATION MUST DEMONSTRATE THAT THE APPLICANT MEETS THE FOLLOWING ELIGIBILITY REQUIREMENTS: THE STUDENT IS ACTIVELY INVOLVED IN EXTRACURRICULAR ACTIVITIES AND/OR VOLUNTEER EFFORTS, CAN SHOW EVIDENCE OF FINANCIAL NEED, CAN SHOW PROOF OF ENROLLMENT OR A COMPLETED SUBMITTED APPLICATION TO AN ACCREDITED COLLEGE OR UNIVERSITY AND HAS MAINTAINED AN OVERALL GPA OF 3.0 OR BETTER. TWO LETTERS OF RECOMMENDATION MUST ALSO BE SUBMITTED WITH THE APPLICATION. IN ADDITION, APPLICANTS MUST ATTACH A BRIEF SUMMARY ABOUT THEMSELVES INCLUDING SPECIAL ACHIEVEMENTS, PERSONAL VISION AND GOALS AND A DESCRIPTION OF THEIR PLANS REGARDING HOW THEY WILL USE THE SCHOLARSHIP. JANUARY 31ST OF EACH YEAR FOR SCHOLARSHIP AWARDS TO BE MADE IN THAT YEAR. LATE APPS ARE NOT ACCEPTED SCHOLARSHIP GRANTS ARE FOR COLLEGE AND POST HIGH SCHOOL EDUCATION AND CAN BE USED FOR TUITION, BOOKS AND OTHER LIVING EXPENSES WHILE THE STUDENT IS ENROLLED. ELIZABETH JACKSON 2795 EAST BIDWELL STREET FOLSOM CA 95630 9168786693 IN 2017 THE FOUNDATION IMPLEMENTED A BENEVOLENT FUND PROGRAM TO MAKE DISTRIBUTIONS TO INDIVIDUALS IN NEED AND TO QUALIFIED CHARITABLE ORGANIZATIONS. THE QUALIFICATION FOR BENEFITS WILL BE BASED UPON THE FOLLOWING CRITERIA: 1. INDIVIDUALS SEEKING BENEFITS CANNOT BE RELATED TO ANY BOARD MEMBERS OR EMPLOYEES OF THE SECOND CORE FOUNDATION. 2. ALL ENTITIES QUALIFIED PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) ARE ELIGIBLE. 3. RECIPIENTS OF BENEFITS AND THE EXTENT OF BENEFITS PROVIDED WILL BE BASED ON EVIDENCE OF NEED AND CORRESPONDING CIRCUMSTANCES. 4. APPLICANTS WILL BE REQUIRED TO SUBMIT A ONE-PAGE APPLICATION TO EXPLAIN THEIR NEED, THE BENEFITS REQUESTED, AND THE INTENDED USE OF ANY BENEFITS PROVIDED. 5. INDIVIDUAL APPLICANTS WILL BE REQUIRED TO SUBMIT FORM W-2 OR FEDERAL INCOME TAX RETURN FOR THE IMMEDIATELY PRECEDING CALENDAR YEAR. 6.BENEFITS CAN BE MADE AVAILABLE TO ASSIST WITH HEALTH (MEDICAL BILLS), WELFARE (CLOTHES, FOOD), SAFETY (CAR PAYMENTS), AND SHELTER (RENT, HOUSING). N/A THERE WILL BE NO INITIAL LIMIT UPON GRANTS TO 501(C)(3) ORGANIZATIONS. THE INITIAL LIMIT UPON GRANTS TO INDIVIDUALS WILL BE TWENTY-FIVE THOUSAND DOLLARS ($25,000.00). ELIZABETH JACKSON 2795 EAST BIDWELL STREET FOLSOM CA 95630 9168786693 1. RECEIVE APPLICATION AND ANY REQUIRED FINANCIAL DOCUMENTATION. 2. CONSIDER AND APPROVE OR DENY APPLICATION. 3. MAKE DISTRIBUTIONS APPROVED BY BOARD OF DIRECTORS AND PROVIDE NOTICE TO APPLICATIONS WHOSE APPLICATIONS WERE NOT APPROVED. N/A N/A PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 N/A PC TO ADVANCE THE CHARITABLE MISSION. 50000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVE ROCKLIN CA 95765 N/A PC TO ADVANCE THE CHARITABLE MISSION. 50000 MORNING STAR FOUNDATION 724 MAIN ST WOODLAND CA 95695 N/A PF TO ADVANCE THE CHARITABLE MISSION. 15000 YOUTH FOR CHRIST PO BOX 156 SACRAMENTO CA 95691 N/A PC ROB MAXEY LEGACY BBQ 5150 AMERICAN ASSOCIATION OF PRO-LIFE OBGYNS 1025 W RUDISILL BLVD BOX 28 FORT WAYNE IN 46807 N/A PC TO ADVANCE THE CHARITABLE MISSION. 1500 ROB MAXEY EDUCATION FUND 640 42ND ST SACRAMENTO CA 95819 N/A PC TO ADVANCE THE CHARITABLE MISSION. 1000 122650 0 14 135 14 53557 18 15797 IRS REFUND 01 2769 0 72258 0 72258 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN M MURRAY 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 257865 X 1 PUBLICLY TRADED SECURITIES 257865 2023-12-07 ACCOUNTING FEES 6300 3150 3150 MORNING STAR FOUNDATION 724 MAIN STREET WOODLAND CA 95695 2023-02-01 15000 FUNDS WERE USED FOR SCHOLARSHIPS TO ATTEND ACTON ACADEMY PLACER. 15000 NONE CAPITAL GROUP GROWTH - 2368 SHS FMV 66849 66849 ISHARES CORE S&P 500 - 274 SHS FMV 130871 130871 ISHARES 1-3 YEAR TREASRY - 1480 SHS FMV 121419 121419 JPMORGAN CORE PLUS BOND - 2811 SHS FMV 132356 132356 JPMORGAN ULTRA SHORT - 3528 SHS FMV 177211 177211 SPDR S&P BANK ETF - 1000 SHS FMV 46020 46020 VANGUARD UTILITIES ETF - 366 SHS FMV 50168 50168 GUGGENHEIM TOTAL RETURN - 4954 SHS FMV 118012 118012 PIMCO INCOME INSTL - 10180 SHS FMV 108113 108113 VANGUARD CORE BOND ADMIR - 5127 SHS FMV 93305 93305 AMERICAN FUNDS EUROPACIF - 1652 SHS FMV 90484 90484 AMERICAN FUNDS NEW WORLD - 1516 SHS FMV 113707 113707 COHEN & STEERS INSTL REA - 1706 SHS FMV 79195 79195 FIDELITY ADVISOR INTL CA - 2800 SHS FMV 83233 83233 GOLDMAN SACHS GQG PTNRS - 3356 SHS FMV 66486 66486 JPMORGAN LARGE CAP GROWT - 1967 SHS FMV 118293 118293 MFS NEW DISCOVERY VALUE - 4597 SHS FMV 81324 81324 T. ROWE PRICE NEW HORIZO - 1396 SHS FMV 78909 78909 VANGUARD EQUITY-INCOME A - 1959 SHS FMV 165061 165061 DIRECT DEPOSIT PAYABLE 1829 1825 1825 COMPUTER AND INTERNET 1776 0 1776 FILING FEES 100 0 100 IRS REFUND 2769 2769 UNREALIZED GAIN 166459 INVESTMENT MANAGEMENT FEES 6452 6452 0 FOREIGN TAX PAID 671 671 0