JLH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JLH FOUNDATION (EIN 42-1692014)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-09
IRS object ID
201931299349100508
Schema version
2018v3.1
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)
Return2019-05-09T07:27:09-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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
ZIP606067413ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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)
PersonJerry L HaydenPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid B ShinerPreparerPersonNm
PTINP00071036PTIN
Phone3124449300PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,624,493FMVAssetsEOYAmt
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$8,962InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,962InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8,962InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$32,213DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,213DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,213DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,445NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,108GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,445CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$244,620TotalRevAndExpnssAmt
Total Net Invst Incm$44,620TotalNetInvstIncmAmt
Total Adj Net Incm$41,175TotalAdjNetIncmAmt
Taxes Rev And Expnss$459TaxesRevAndExpnssAmt
Taxes Net Invst Incm$459TaxesNetInvstIncmAmt
Taxes Adj Net Incm$459TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$459TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,270OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,270OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$7,270OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$7,270OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,729TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,729TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,729TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,729TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,729TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,729TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,729TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$236,891ExcessRevenueOverExpensesAmt
Net Investment Income$36,891NetInvestmentIncomeAmt
Adjusted Net Income$33,446AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$341,517CashBOYAmt
Cash EOY$232,546CashEOYAmt
Cash EOYFMV$232,546CashEOYFMVAmt
Other Investments BOY$1,065,611OtherInvestmentsBOYAmt
Other Investments EOY$1,411,473OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,391,947OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,407,128TotalAssetsBOYAmt
Total Assets EOY$1,644,019TotalAssetsEOYAmt
Total Assets EOYFMV$1,624,493TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,407,128CapitalStockBOYAmt
Capital Stock EOY$1,644,019CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,407,128TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,644,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,407,128TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,644,019TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,407,128TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$236,891ExcessRevenueOverExpensesAmt
Subtotal$1,644,019SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,644,019TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
682.48 MFO Dimensional FdP2016-12-302018-01-09$14,530$11,438$3,092$3,092
117.7 MFB Northern Funds EmergingP2016-09-222018-01-09$1,578$1,225$353$353
70000 Maricopa, AZ Un HS Dist. 210P2012-07-112018-07-01$70,000$70,000
FieldValueIRS element (for citing)
Capital Gain Net Income$3,445CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$738InvestmentIncomeExciseTaxAmt
Subtotal$738SubtotalAmt
Tax Based On Investment Income$738TaxBasedOnInvestmentIncomeAmt
Tax Due$738TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1Stephen M MargolinBusinessNameLine1Txt
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jerry L Hayden
352 Deepwood RoadBarringtonIL60010President0.00$0
Marilyn J Hayden
352 Deepwood RoadBarringtonIL60010Secretary0.00$0
Douglas Hayden
352 Deepwood RoadBarringtonIL60010Vice President0.00$0
Stephen M Margolin
30 S Wacker Dr Suite 2600ChicagoIL60606Director0.00$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$1,287,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,287,628TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,287,628AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,314CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,268,314NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,416MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,416MinimumInvestmentReturnAmt
Tax Based On Investment Income$738TaxBasedOnInvestmentIncomeAmt
Total Tax$738TotalTaxAmt
Distributable Before Adj$62,678DistributableBeforeAdjAmt
Distributable Before Ded$62,678DistributableBeforeDedAmt
Distributable As Adjusted$62,678DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,729ExpensesAndContributionsAmt
Qualifying Distributions$7,729QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,729AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,678DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$72,285ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$66,094ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$138,379TotalExcessDistributionCyovAmt
Qualifying Distributions$7,729QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,729AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$54,949ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$54,949ExcessDistributionCyovAppCYAmt
Total Corpus$83,430TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$17,336ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$66,094ExcessDistriCyovToNextYrAmt
Excess From Year3$66,094ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJerry L HaydenContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,962ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,213ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,445RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$41,175ExclusionAmt
Related Or Exempt Function Incm$3,445RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,620TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJerry L Hayden CLATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1352 Deepwood RoadAddressLine1Txt
CityBarringtonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMarketable securitiesNoncashPropertyDesc
Fair Market Value$135,656FairMarketValueAmt
Received2018-11-09ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Equity Large CapAT COST$158,097$187,579
Equity Mid CapAT COST$30,576$36,201
Equity Small CapAT COST$45,833$41,116
Equity Intl DevelopedAT COST$117,209$111,567
Equity Intl EmergingAT COST$38,228$44,842
Fixed Corp/GovtAT COST$790,719$749,021
Fixed MuniAT COST$45,578$44,883
Fixed Other BondsAT COST$27,641$27,012
Real Estate FundsAT COST$18,206$17,447
CommoditiesAT COST$36,670$33,825
Fixed income - intl developedAT COST$102,716$98,454

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNorthern Trust investment feesDesc
Revenue And Expenses Per Books$7,270RevenueAndExpensesPerBooksAmt
Net Investment Income$7,270NetInvestmentIncomeAmt
Adjusted Net Income$7,270AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,270DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxesCategoryTxt
Amt$459Amt
Net Investment Income$459NetInvestmentIncomeAmt
Adjusted Net Income$459AdjustedNetIncomeAmt
Disbursements Charitable Prps$459DisbursementsCharitablePrpsAmt

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