JLH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JLH FOUNDATION (EIN 42-1692014)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-17
IRS object ID
201731379349100408
Schema version
2016v3.0
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)
Return2017-05-17T09:44:47-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid B ShinerPreparerPersonNm
PTINP00071036PTIN
Phone3124449300PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,091,752FMVAssetsEOYAmt
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$10,315InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,315InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10,315InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,220DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,220DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,220DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,573NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$561,090GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,573CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,085NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$230,108TotalRevAndExpnssAmt
Total Net Invst Incm$30,108TotalNetInvstIncmAmt
Total Adj Net Incm$29,620TotalAdjNetIncmAmt
Taxes Rev And Expnss$262TaxesRevAndExpnssAmt
Taxes Net Invst Incm$262TaxesNetInvstIncmAmt
Taxes Adj Net Incm$262TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$262TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,804OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,804OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$4,804OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$4,804OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,066TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,066TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,066TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,066TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,066TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,066TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,066TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,066TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$225,042ExcessRevenueOverExpensesAmt
Net Investment Income$25,042NetInvestmentIncomeAmt
Adjusted Net Income$24,554AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$119,308CashBOYAmt
Cash EOY$130,061CashEOYAmt
Cash EOYFMV$28,897CashEOYFMVAmt
Other Investments BOY$839,072OtherInvestmentsBOYAmt
Other Investments EOY$1,053,361OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,062,855OtherInvestmentsEOYFMVAmt
Total Assets BOY$958,380TotalAssetsBOYAmt
Total Assets EOY$1,183,422TotalAssetsEOYAmt
Total Assets EOYFMV$1,091,752TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$958,380CapitalStockBOYAmt
Capital Stock EOY$1,183,422CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$958,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,183,422TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$958,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,183,422TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$958,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$225,042ExcessRevenueOverExpensesAmt
Subtotal$1,183,422SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,183,422TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MFB Northern Fds Tc ExmptP2015-11-012016-04-27$108,715$105,335$3,380$3,380
MFO Causeway Cap MgtP2016-09-222016-12-30$11,703$11,998-$295-$295
MFB Northern Fds Tc ExmptP2015-03-062016-04-27$345,202$338,570$6,632$6,632
AZ State Transn Brd HwyP2009-03-102016-07-01$50,000$50,000
MFO Causeway Cap MgtP2014-11-012016-12-30$15,380$17,452-$2,072-$2,072
MFC IShares Tr MSCIP2014-01-012016-12-30$30,090$34,162-$4,072-$4,072
FieldValueIRS element (for citing)
Capital Gain Net Income$3,573CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,085NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$501InvestmentIncomeExciseTaxAmt
Subtotal$501SubtotalAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Tax Due$501TaxDueAmt

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

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$1,020,678AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,020,678TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,020,678AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,005,368NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Total Tax$501TotalTaxAmt
Distributable Before Adj$49,767DistributableBeforeAdjAmt
Distributable Before Ded$49,767DistributableBeforeDedAmt
Distributable As Adjusted$49,767DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,066ExpensesAndContributionsAmt
Qualifying Distributions$5,066QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,066AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,767DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$173,192ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$66,094ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$239,286TotalExcessDistributionCyovAmt
Qualifying Distributions$5,066QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,066AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$44,701ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$44,701ExcessDistributionCyovAppCYAmt
Total Corpus$194,585TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$194,585ExcessDistriCyovToNextYrAmt
Excess From Year3$128,491ExcessFromYear3Amt
Excess From Year1$66,094ExcessFromYear1Amt

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$10,315ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,220ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,573ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,108ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,108TotalIncomeProducingActyAmt

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 PropertyMunicipal bonds:Arizona State Transn Brd Hwy Rev 5% due 7-1-2016Oklahoma City, OK 4% due 3/1/2017TemNoncashPropertyDesc
Fair Market Value$155,977FairMarketValueAmt
Received2016-05-20ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Equity Large CapAT COST$88,746$100,789
Equity Mid CapAT COST$18,754$23,148
Equity Small CapAT COST$23,082$24,655
Equity Intl DevelopedAT COST$82,589$81,174
Equity Intl EmergingAT COST$29,453$30,591
Fixed Corp/GovtAT COST$532,807$525,325
Fixed MuniAT COST$251,075$249,496
Fixed Other BondsAT COST$9,063$9,163
Real Estate FundsAT COST$8,792$8,463
CommoditiesAT COST$9,000$10,051

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNorthern Trust investment feesDesc
Revenue And Expenses Per Books$4,804RevenueAndExpensesPerBooksAmt
Net Investment Income$4,804NetInvestmentIncomeAmt
Adjusted Net Income$4,804AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,804DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxesCategoryTxt
Amt$262Amt
Net Investment Income$262NetInvestmentIncomeAmt
Adjusted Net Income$262AdjustedNetIncomeAmt
Disbursements Charitable Prps$262DisbursementsCharitablePrpsAmt

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