JLH FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JLH FOUNDATION (EIN 42-1692014)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202141309349100109
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2021-05-10T06:24:49-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363502641PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Chuhak & TecsonBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker Drive 26th FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421692014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JLH FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJLHFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1352 Deepwood RoadAddressLine1Txt
CityBarringtonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDouglas HaydenPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDouglasPersonFirstNm
Person LastHaydenPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid B ShinerPreparerPersonNm
PTINP00071036PTIN
Phone3124449300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,351,035FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,521InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,521InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12,521InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$38,119DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,119DividendsNetInvstIncmAmt
Dividends Adj Net Incm$38,119DividendsAdjNetIncmAmt
Total Rev And Expnss$250,640TotalRevAndExpnssAmt
Total Net Invst Incm$50,640TotalNetInvstIncmAmt
Total Adj Net Incm$50,640TotalAdjNetIncmAmt
Taxes Rev And Expnss$375TaxesRevAndExpnssAmt
Taxes Net Invst Incm$375TaxesNetInvstIncmAmt
Taxes Adj Net Incm$375TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$375TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,404OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,404OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$10,404OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$10,404OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,779TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$10,779TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,779TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,679TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,779TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$10,779TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$19,679TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$230,961ExcessRevenueOverExpensesAmt
Net Investment Income$39,861NetInvestmentIncomeAmt
Adjusted Net Income$39,861AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$207,879SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$169,004SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$169,004SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,645,897OtherInvestmentsBOYAmt
Other Investments EOY$1,915,733OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,182,031OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,853,776TotalAssetsBOYAmt
Total Assets EOY$2,084,737TotalAssetsEOYAmt
Total Assets EOYFMV$2,351,035TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,853,776CapitalStockBOYAmt
Capital Stock EOY$2,084,737CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,853,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,084,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,853,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,084,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,853,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$230,961ExcessRevenueOverExpensesAmt
Subtotal$2,084,737SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,084,737TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$554InvestmentIncomeExciseTaxAmt
Subtotal$554SubtotalAmt
Tax Based On Investment Income$554TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$605EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$605TotalPaymentsAndCreditsAmt
Overpayment$51OverpaymentAmt
Applied To ES Tax$51AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Mitchell D WeinsteinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124449300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 S Wacker Dr 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Heather Hayden
352 Deepwood RoadBarringtonIL60010Director0.00$0
Marilyn J Hayden
352 Deepwood RoadBarringtonIL60010Secretary0.00$0
Douglas Hayden
352 Deepwood RoadBarringtonIL60010President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,978,925FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,978,925TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,978,925AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,684CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,949,241NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,462MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,462MinimumInvestmentReturnAmt
Tax Based On Investment Income$554TaxBasedOnInvestmentIncomeAmt
Total Tax$554TotalTaxAmt
Distributable Before Adj$96,908DistributableBeforeAdjAmt
Distributable Before Ded$96,908DistributableBeforeDedAmt
Distributable As Adjusted$96,908DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,679ExpensesAndContributionsAmt
Qualifying Distributions$19,679QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,679AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,908DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$66,094ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$66,094TotalExcessDistributionCyovAmt
Qualifying Distributions$19,679QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,679AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$66,094ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$66,094ExcessDistributionCyovAppCYAmt
Undistributed Income CY$11,135UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonClearbrookRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11835 W Central RoadAddressLine1Txt
CityArlington HeightsCityNm
State AbbreviationILStateAbbreviationCd
ZIP60005ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral useGrantOrContributionPurposeTxt
Amt$8,900Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,521ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,119ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$50,640ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,640TotalIncomeProducingActyAmt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Jerry L Hayden CLAT
1352 Deepwood RoadBarringtonIL60010$26,922Yes (X)Yes (X)
Jerry L Hayden CLAT
2352 Deepwood RoadBarringtonIL60010$26,202Yes (X)
Jerry L Hayden CLAT
3352 Deepwood RoadBarringtonIL60010$57,070Yes (X)
Jerry L Hayden CLAT
4352 Deepwood RoadBarringtonIL60010$76,177Yes (X)
Jerry L Hayden CLAT
5352 Deepwood RoadBarringtonIL60010$13,629Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1$25,000 Greensboro NC 2.75% bond due 10-01-2023$26,8162020-10-23
2$25,000 Iowa St. Univ Sci & Tech Univ Rev 3.0% bond due 7-1-2022$26,2022020-10-02
3$50,000 Tempe Ariz 4.0% bond due 7-1-2024$57,0702020-10-02
4$75,000 Tulsa Okla 4.0% bond due 3-1-2021$76,1772020-10-02
51331 units MFB Northern Funds Tax Advanatged Ultra Short Fixed (NTAUX)$13,6292020-10-02

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Equity Large CapAT COST$155,761$261,696
Equity Mid CapAT COST$22,931$38,841
Equity Small CapAT COST$51,388$59,598
Equity Intl DevelopedAT COST$128,057$153,774
Equity Intl EmergingAT COST$28,481$44,870
Fixed Corp/GovtAT COST$958,539$1,024,341
Fixed MuniAT COST$368,409$382,952
Fixed Other BondsAT COST$37,740$39,813
Real Estate FundsAT COST$30,349$31,473
CommoditiesAT COST$32,118$31,922
Fixed income - intl developedAT COST$101,960$112,751

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment feesDesc
Revenue And Expenses Per Books$10,404RevenueAndExpensesPerBooksAmt
Net Investment Income$10,404NetInvestmentIncomeAmt
Adjusted Net Income$10,404AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,404DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxesCategoryTxt
Amt$375Amt
Net Investment Income$375NetInvestmentIncomeAmt
Adjusted Net Income$375AdjustedNetIncomeAmt
Disbursements Charitable Prps$375DisbursementsCharitablePrpsAmt

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