JLH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JLH FOUNDATION (EIN 42-1692014)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349103462
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T08:49:31-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363502641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chuhak & Tecson PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S Riverside Plaza Ste 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421692014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLH Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JLHF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10306 E Calle De Las Brisas | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas Hayden | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Douglas | PersonFirstNm |
| Person Last | Hayden | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David B Shiner | PreparerPersonNm |
| PTIN | P00071036 | PTIN |
| Phone | 3124449300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,700,004 | 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 | $8,331,532 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,655 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,655 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $41,655 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $279,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,273 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $279,273 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $217,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,186,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $217,363 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,869,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $538,291 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $320,928 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,977 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,977 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,977 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,761 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,761 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $43,761 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,761 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $47,738 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $362,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $362,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $47,738 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $409,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,460,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $490,553 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $273,190 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,044,611 | SavAndTempCashInvstEOYAmt |
| Other Investments BOY | $1,915,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,500,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,700,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,084,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,544,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,700,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,084,737 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,544,822 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,084,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,544,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,084,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,544,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,084,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,460,085 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,544,822 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,544,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Northern Trust ST | P | 2021-01-01 | 2021-07-01 | $1,053,022 | $1,061,042 | -$8,020 | -$8,020 |
| Northern Trust LT | P | 2018-01-19 | 2021-01-20 | $4,133,581 | $3,908,198 | $225,383 | $225,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $217,363 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,020 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,819 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,819 | SubtotalAmt |
| Tax Based On Investment Income | $6,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $51 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,768 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mitchell D Weinstein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S Riverside Plaza 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Heather Hayden | ||||||
| 710 Colleen Dr | San Jose | CA | 95123 | Director | 0.00 | $0 |
| Marilyn J Hayden | ||||||
| 10306 E Calle De Las Brisas | Scottsdale | AZ | 85255 | Secretary | 0.00 | $0 |
| Douglas Hayden | ||||||
| 710 Colleen Dr | San Jose | CA | 95123 | President | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,677,353 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,677,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,677,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,547,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,819 | TotalTaxAmt |
| Distributable Before Adj | $420,541 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $420,541 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $420,541 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $409,738 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $409,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,135 | UndistributedIncomePYAmt |
| Qualifying Distributions | $409,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,135 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $398,603 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $21,938 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marilyn J Hayden | ContributingManagerNm |
| Contributing Manager | Douglas Hayden | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| David Horowitz Freemdom Center | |||||||
| 4401 Wilshire Blvd 4th Floor | Los Angeles | CA | 90010 | None | POF | General use | $25,000 |
| Real Clear Foundation | |||||||
| PO Box 797 | Northbrook | IL | 60065 | None | PC | General use | $13,000 |
| Turning Point USA | |||||||
| 4940 E Beverly Road | Phoenix | AZ | 85044 | None | PC | General use | $100,000 |
| American Center for Law and Justice | |||||||
| PO Box 90555 | Washington | DC | 20090 | None | PC | General use | $3,000 |
| Institute for Justice | |||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | None | PC | General use | $3,000 |
| Judicial Watch | |||||||
| 425 Third St SW Suite 800 | Washington | DC | 20024 | None | PC | General use | $3,000 |
| Media Research Center | |||||||
| 1900 Campus Commons Dr Suite 600 | Reston | VA | 20191 | None | PC | General use | $3,000 |
| Mountain States Legal Foundation | |||||||
| 2596 S Lewis Way | Lakewood | CO | 80277 | None | PC | General use | $3,000 |
| Prager Univ Foundation | |||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | None | PC | General use | $3,000 |
| Project Veritas | |||||||
| PO Box 98217 | Washington | DC | 20090 | None | PC | General use | $3,000 |
| Victims of Communism Memorial Found | |||||||
| 900 15th St NW | Washington | DC | 20005 | None | PC | General use | $3,000 |
| FLCCC Alliance | |||||||
| 2001 L St NW Suite 500 | Washington | DC | 20036 | None | PC | General use | $35,000 |
| Election Integrity Project CA | |||||||
| 27943 Secoo canyon Rd 521 | Santa Clarita | CA | 91350 | None | PC | General use | $10,000 |
| Stand Together Foundation | |||||||
| 1320 N Courthouse Rd Suite 220 | Arlington | VA | 22201 | None | PC | General use | $100,000 |
| St Jude Children Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | General use | $5,000 |
| Robert Smalls Legacy Foundation | |||||||
| 320 S Henry St | Alexandria | VA | 22314 | None | PC | General use | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $362,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,655 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,273 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $217,363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $538,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $538,291 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Marilyn J Hayden Wealth Trust | |||||||
| 1 | 10306 E Calle De Las Brisas | Scottsdale | AZ | 85255 | $7,635,969 | Yes (X) | |
| Marilyn J Hayden | |||||||
| 2 | 10306 E Calle De Las Brisas | Scottsdale | AZ | 85255 | $500,000 | Yes (X) | |
| Douglas B Hayden | |||||||
| 3 | 710 Colleen Dr | San Jose | CA | 95123 | $195,563 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Cash and marketable securities | NoncashPropertyDesc |
| Fair Market Value | $7,635,969 | FairMarketValueAmt |
| Received | 2021-03-19 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Equity Large Cap | AT COST | $3,008,047 | $4,459,469 |
| Equity Mid Cap | AT COST | $101,996 | $93,489 |
| Equity Small Cap | AT COST | $684,002 | $1,026,417 |
| Equity Intl Developed | AT COST | $1,988,158 | $2,239,183 |
| Equity Intl Emerging | AT COST | $504,579 | $515,632 |
| Fixed Corp/Govt | AT COST | $1,119,407 | $1,156,572 |
| Fixed Muni | AT COST | $866,564 | $897,622 |
| Fixed Other Bonds | AT COST | $423,035 | $463,691 |
| Real Estate Funds | AT COST | $702,858 | $739,880 |
| Commodities | AT COST | ||
| Fixed income - intl developed | AT COST | $101,565 | $108,049 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment fees | Desc |
| Revenue And Expenses Per Books | $43,761 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,761 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,761 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $3,977 | Amt |
| Net Investment Income | $3,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,977 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,977 | DisbursementsCharitablePrpsAmt |
Comments