H C S C FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- H C S C FOUNDATION (EIN 95-6090571)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202541229349101534
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T11:18:00-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956090571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCSC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HCSC | BusinessNameControlTxt |
| Phone | 9095974678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15220 GREEN VALLEY DRIVE | AddressLine1Txt |
| City | CHINO HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91709 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY NOBLE | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9095974678 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA H WILLIAMS | PreparerPersonNm |
| PTIN | P01281212 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,515,203 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $286,529 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,739 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,061,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,366 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $961 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $515,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,137 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $961 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,172 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $440,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $440,522 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $544,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $180,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,286 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $934,142 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $978,151 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $978,151 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,745,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,998,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,998,697 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $374,210 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $391,569 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $391,569 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,657 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,657 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,234,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,515,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,515,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,234,956 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,515,203 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,234,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,515,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,234,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,515,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,234,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $309,230 | OtherIncreasesAmt |
| Subtotal | $4,515,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,515,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY ST - SEE ATTACHED | 2023-07-01 | 2024-06-30 | $200,682 | $199,721 | $961 | $961 |
| MORGAN STANLEY LT - SEE ATTACHED | 2023-06-30 | 2024-06-30 | $860,798 | $701,393 | $159,405 | $159,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,366 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $961 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,070 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,070 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $493 | OverpaymentAmt |
| Applied To ES Tax | $493 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HCSCFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | LARRY NOBLE | IndividualWithBooksNm |
| Phone | 9092394022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15220 GREEN VALLEY DRIVE | AddressLine1Txt |
| City | CHINO HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RON SALZETTI | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | CHAIRMAN | 0.25 | $0 | $0 | $0 |
| JEFF PAIGE | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | VICE CHAIRMAN | 0.25 | $0 | $0 | $0 |
| LARRY NOBLE | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | SECRETARY/TREASURER | 30.00 | $40,000 | $0 | $0 |
| VINCENT CAPORUSSO | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| ROGER HANSON | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| SANDY GONZALES | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| JIM MCKEOWN | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| LUCY RAU | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| ALAN ROGERS | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| MARK SCHULTZ | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| ROSS WILLOUR | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| STEVE WORKMAN | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| SUZANNE SOTELO | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| WAYNE HARMON | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | EMERITUS DIRECTOR | 0.25 | $0 | $0 | $0 |
| STAN NEWTON | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | EMERITUS DIRECTOR | 0.25 | $0 | $0 | $0 |
| TONY ZARIFIS | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | EMERITUS DIRECTOR | 0.25 | $0 | $0 | $0 |
| RON RHOADS | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | EMERITUS DIRECTOR | 0.25 | $0 | $0 | $0 |
| BETTY BIDWELL | ||||||||
| 15220 GREEN VALLEY DRIVE | CHINO HILLS | CA | 91709 | EX OFFICIO MEMBER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | H.C.S.C. FOUNDATION IS A PRIVATE OPERATING FOUNDATION. THE FOUNDATION'S PURPOSE IS TO RENDER FINANCIAL AID WHERE NECESSARY TO ANY MANAGEMENT PERSON, SPOUSE, WIDOW, OR WIDOWER WHO HAS RETIRED OR RESIGNED FROM J.C. PENNEY COMPANY UNDER HONORABLE CONDITIONS. FINANCIAL AID IS ALSO AVAILABLE TO ANY J.C. PENNEY COMPANY EMPLOYEE WHO MEETS THE FOLLOWING CRITERIA: 1) MUST BE AT LEAST 60 YEARS OF AGE; 2) MUST HAVE AT LEAST 20 YEARS OF HONORABLE SERVICE. | Description1Txt |
| Expenses1 | $500,894 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,098,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,295,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,295,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,231,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,894 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $961 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $76,958 | Year3Amt |
| Total | $77,919 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $817 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $65,414 | Year3Amt |
| Total | $66,231 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $500,894 | CurrentYearAmt |
| Year1 | $580,906 | Year1Amt |
| Year2 | $589,704 | Year2Amt |
| Year3 | $598,054 | Year3Amt |
| Total | $2,269,558 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $6,250 | Year1Amt |
| Year2 | $2,500 | Year2Amt |
| Year3 | $7,500 | Year3Amt |
| Total | $16,250 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $500,894 | CurrentYearAmt |
| Year1 | $574,656 | Year1Amt |
| Year2 | $587,204 | Year2Amt |
| Year3 | $590,554 | Year3Amt |
| Total | $2,253,308 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $141,045 | CurrentYearAmt |
| Year1 | $139,330 | Year1Amt |
| Year2 | $173,145 | Year2Amt |
| Year3 | $176,315 | Year3Amt |
| Total | $629,835 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ORGANIZATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15220 GREEN VALLEY DRIVE | AddressLine1Txt |
| City | CHINO HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9095974678 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | H.C.S.C. FOUNDATION IS A PRIVATE OPERATING FOUNDATION. THE FOUNDATION'S PURPOSE IS TO RENDER FINANCIAL AID WHERE NECESSARY TO ANY MANAGEMENT PERSON, SPOUSE, WIDOW, OR WIDOWER WHO HAS RETIRED OR RESIGNED FROM J.C. PENNEY COMPANY UNDER HONORABLE CONDITIONS. FINANCIAL AID IS ALSO AVAILABLE TO ANY J.C. PENNEY COMPANY EMPLOYEE WHO MEETS THE FOLLOWING CRITERIA: 1) MUST BE AT LEAST 60 YEARS OF AGE; 2) MUST HAVE AT LEAST 20 YEARS OF HONORABLE SERVICE. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,739 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,137 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PENNEY OPCO LLC | ||||||
| 1 | 4455 S 700 E SUITE 100 | SALT LAKE CITY | UT | 84107 | $20,000 | Yes (X) |
| JOHN HENDERSON | ||||||
| 2 | 23005 N 94TH ST UNIT 1208 | SCOTTSDALE | AZ | 85255 | $5,000 | Yes (X) |
| ESTATE OF LINDA CARTER | ||||||
| 3 | 8623 HOODS CREEK ROAD | FRANKSVILLE | WI | 53126 | $153,150 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND LEGAL | CategoryTxt |
| Amt | $17,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $391,569 | EOYBookValueAmt |
| EOYFMV | $391,569 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,998,697 | EOYBookValueAmt |
| EOYFMV | $2,998,697 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $978,151 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $978,151 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM SERVICE EXPENSE BENEFITS PAID | $435,417 | $0 | $0 | $435,417 |
| TRAVEL AND CONVENTIONS | $2,682 | $0 | $0 | $2,682 |
| MARKETING | $2,423 | $0 | $0 | $2,423 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $309,230 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK AND BROKERAGE CHARGES | CategoryTxt |
| Amt | $43,755 | Amt |
| Net Investment Income | $43,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $3,172 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,172 | DisbursementsCharitablePrpsAmt |