2025-07-09T12:24:15-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2024-01-01 455334640 SECOND CORE FOUNDATION SECO 9168786693 9580 OAK AVENUE PARKWAY STE 7-250 FOLSOM CA 95630 ELIZABETH M JACKSON SECRETARY 9168786693 2025-07-02 1 1 DYLAN VALENTINE P01934033 9167847800 2025-07-02 2024 2025-03-06 01:10:19Z X 2090249 X X 306 306 64509 64509 120987 722759 120987 185802 185802 24000 0 24000 7476 3738 3738 7943 7943 0 5622 1167 2172 3154 0 3154 48195 12848 33064 275850 275850 324045 12848 308914 -138243 172954 255633 27036 27036 1921016 2060964 2060964 1825 2249 2249 2178474 2090249 2090249 324 324 0 X 2178150 2090249 2178150 2090249 2178474 2090249 2178150 -138243 50342 2090249 0 2090249 PUBLICLY TRADED SECURITIES P 693876 601772 92104 92104 CAPITAL GAINS DIVIDENDS P 28883 28883 28883 120987 2404 0 2404 0 2404 1760 0 0 0 1760 16 660 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 2186758 76906 0 2263664 0 0 2263664 33955 2229709 111485 111485 2404 2404 109081 0 109081 0 109081 308914 0 308914 109081 0 0 94590 177932 173546 58499 62621 567188 308914 0 0 0 109081 199833 0 0 767021 0 0 0 0 0 0 94590 672431 177932 173546 58499 62621 199833 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 BOULEVARD 552 SHERMAN OAKS CA 91403 N/A PC CHARITABLE OPERATIONS 50000 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVE ROCKLIN CA 95765 N/A PC FOR SINGLE PARENT SCHOLARSHIPS 6700 YOUTH FOR CHRIST SACRAMENTO PO BOX 156 SACRAMENTO CA 95691 N/A PC DONATION TO ROB MAXLEY LEGACY BBQ 5000 EVERYONE MATTERS MINISTRIES 3031 STANDORD RANCH ROAD 2-420 ROCKLIN CA 95765 N/A PC TO HOUSE THE HOMELESS 28150 THE MORNING STAR FOUNDATION 724 MAIN STREET WOODLAND CA 95695 N/A PF SCHOLARSHIPS FOR STUDENTS AT ACTION ACADEMY PLACER 25000 ALTERNATIVES PREGNANCY CENTER 8689 FOLSOM BLVD SACRAMENTO CA 95826 N/A PC CHARITABLE OPERATIONS 50000 POWER HOUSE MINISTRIES 311 MARKET ST FOLSOM CA 95630 N/A PC CHARITABLE OPERATIONS 25000 ORANGEVALE COMMUNITY FOUNDATION 6483 MAIN AVE ORANGEVALE CA 95662 N/A PC CHARITABLE OPERATIONS 8000 TWIN LAKES FOOD BANK 327 MONSTROSE DR FOLSOM CA 95630 N/A PC CHARITABLE OPERATIONS 8000 ASSOCIATION OF PRO-LIFE OBSTETRICIANS AND GYNECOLOGISTS 1025W RUDISILL BLVD BOX 28 FORT WAYNE IN 46807 N/A PC CONFERENCE SCHOLARSHIP 50000 PASSIONLIFE MINISTRIES INC PO BOX 862223 MARIETTA GA 30062 N/A PC CHARITABLE OPERATIONS 20000 275850 0 14 306 14 64509 18 120987 0 185802 0 185802 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7476 3738 3738 MORNING STAR FOUNDATION 724 MAIN STREET WOODLAND CA 95695 2024-02-20 25000 FUNDS WERE USED FOR SCHOLARSHIPS TO ATTEND ACTON ACADEMY PLACER. 25000 NONE CAPITAL GROUP GROWTH - 1643 SHS FMV 61070 61070 ISHARES CORE S&P 500 - 273 SHS FMV 160710 160710 JPMORGAN ACTIVE GROWTH - 1500 SHS FMV 121545 121545 JPMORGAN CORE PLUS BOND - 3221 SHS FMV 148392 148392 JPMORGAN SHORT DURATION - 1775 SHS FMV 82768 82768 JPMORGAN ULTRA SHORT - 888 SHS FMV 44729 44729 SPDR S&P BANK ETF IV - 675 SHS FMV 37442 37442 VANGUARD UTILITIES ETF - 381 SHS FMV 62263 62263 GUGGENHEIM TOTAL RETURN - 5294 SHS FMV 124147 124147 PIMCO INCOME INSTL - 12473 SHS FMV 131217 131217 PIMCO MODERATE DURATION - 15044 SHS FMV 137803 137803 VANGUARD CORE BOND ADMIR - 6171 SHS FMV 109225 109225 AMERICAN FUNDS EUROPACIF - 1938 SHS FMV 104221 104221 AMERICAN FUNDS NEW WORLD - 1589 SHS FMV 122397 122397 COHEN & STEERS INSTL REA - 1720 SHS FMV 82426 82426 FIDELITY ADVISOR INTL CA - 2556 SHS FMV 81539 81539 GOLDMAN SACHS GQG PTNRS - 5340 SHS FMV 104834 104834 MFS NEW DISCOVERY VALUE - 4367 SHS FMV 79525 79525 T. ROWE PRICE NEW HORIZO - 1376 SHS FMV 77358 77358 VANGUARD EQUITY-INCOME A - 2125 SHS FMV 187353 187353 OTHER PAYROLL ASSETS 1825 2249 2249 OPERATING EXPENSE 2673 0 2673 FILING FEES 120 0 120 OTHER COSTS 361 0 361 UNREALIZED GAIN 50342 INVESTMENT MANAGEMENT FEES 7943 7943 0 FOREIGN TAX PAID 1167 1167 0 PAYROLL TAXES 2172 0 2172 FEDERAL INCOME TAX 2283 0 0