Jlh Foundation

990PF • Fiscal year 2016 • EIN 42-1692014

Jan 01, 2016 to Dec 31, 2016 • Filed on May 17, 2017

Organization Profile

352 Deepwood RoadBarrington, IL 60010

(312) 444-9300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

98%

Higher net margin than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

23%

Faster asset growth than 86% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

3.6%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

$1,183,422

Up $225,042 (+23%) from 2015

Net Assets

$1,183,422

Up $225,042 (+23%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin98th percentile

Revenue

$230,108

Up $7,929 (+3.6%) from 2015

Expenses

Down

$5,066

Down $99,771 (-95%) from 2015

Net Income

$225,042

Up $107,700 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2016

Assets$1,183,422

Liabilities$0

Net Assets$1,183,422

Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2016

Revenue$230,108

Expenses$5,066

Net Income$225,042

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: May 17, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Jerry L Hayden	President	-	$0	-	-
Marilyn J Hayden	Secretary	-	$0	-	-
Douglas Hayden	Vice President	-	$0	-	-
Stephen M Margolin	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: JLH Foundation
EIN: 42-1692014
Address: 352 Deepwood Road, Barrington, IL 60010

Signing Officer

Name: Jerry L Hayden
Title: President
Signed: 2017-05-17
Discuss with paid preparer: Yes

Preparer

Firm: Chuhak & Tecson
Address: 30 South Wacker Drive 26th Floor, Chicago, IL 60606-7413
Preparer: David B Shiner
Phone: 3124449300

Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	88746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	18754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	23082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	82589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	29453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	532807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	251075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	9063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	8792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	9000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Equity Large Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	Equity Mid Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	Equity Small Cap
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	Equity Intl Developed
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	Equity Intl Emerging
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	Fixed Corp/Govt
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	Fixed Muni
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	Fixed Other Bonds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	Real Estate Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	Commodities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	100789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	23148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	24655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	81174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	30591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	525325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	249496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	9163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	8463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	10051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	16220
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	3573
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	10315
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	30108
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	30108
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	24554
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	3573
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	16220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	16220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	16220
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	225042
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	561090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	10315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	10315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	10315
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	3573
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	25042
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	3085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt	0	4804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	4804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	4804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	4804
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	29620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	30108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	230108
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	5066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	5066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2015-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2015-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2009-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2014-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	5	2014-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	105335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	11998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	338570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	50000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	17452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	34162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	3380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	6632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-2072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-4072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	3380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	6632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-2072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	-4072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	108715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	11703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	345202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	50000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	15380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	30090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	MFB Northern Fds Tc Exmpt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	MFO Causeway Cap Mgt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	MFB Northern Fds Tc Exmpt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	AZ State Transn Brd Hwy
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	MFO Causeway Cap Mgt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	MFC IShares Tr MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2016-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2016-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	5	2016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	3573
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	3085
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	225042
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1183422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	958380
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1183422
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	49767
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	49767
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	49767
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	50268
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	501
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	501
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	501
IRS990PF/FMVAssetsEOYAmt	0	1091752
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	958380
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	1183422
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	119308
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	130061
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	28897
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	839072
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1053361
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	1062855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	958380
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1183422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1091752
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	958380
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1183422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	958380
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1183422
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1020678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1020678
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	15310
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	50268
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1005368
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1020678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Jerry L Hayden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Marilyn J Hayden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Douglas Hayden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Stephen M Margolin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	352 Deepwood Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	352 Deepwood Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	352 Deepwood Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	30 S Wacker Dr Suite 2600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Barrington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Barrington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Barrington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	60010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	60010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	60010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	60606
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	5066
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	5066
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	5066
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	30 S Wacker Dr 2600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	60606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Stephen M Margolin
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3124449300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Jerry L Hayden
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5066
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	49767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	44701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	66094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	173192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	44701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	194585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	66094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	128491
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	5066
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	194585
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	239286
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Jerry L Hayden CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	352 Deepwood Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Barrington
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	60010
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	200000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	155977
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Municipal bonds:Arizona State Transn Brd Hwy Rev 5% due 7-1-2016Oklahoma City, OK 4% due 3/1/2017Tem
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2016-05-20
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	4804
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Northern Trust investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	4804
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	4804
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4804
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	262
TaxesSchedule/TaxesDetail/Amt	0	262
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	262
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	262
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Jerry L Hayden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JLH Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	JLHF
ReturnHeader/Filer/EIN	0	421692014
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	352 Deepwood Road
ReturnHeader/Filer/USAddress/CityNm	0	Barrington
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Chuhak & Tecson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	30 South Wacker Drive 26th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	606067413
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3124449300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	David B Shiner
ReturnHeader/ReturnTs	0	2017-05-17T09:44:47-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,183,422
Liabilities: $0
Net assets: $1,183,422
Revenue: $230,108
Expenses: $5,066
Net income: $225,042

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.47	$0.00	$8.47	$0.05	$0.82	$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$10.8	$0.00	$10.8	$0.68	$0.67	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.40	$0.00	$9.40	$0.27	$1.08	$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$10.5	$0.00	$10.5	$8.87	$0.41	$8.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.08	$0.00	$2.08	$0.25	$0.02	$0.23
2019Detailed filing. Detailed filing data is available for this year.	$1.85	$0.00	$1.85	$0.22	$0.01	$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.64	$0.00	$1.64	$0.24	$0.01	$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.41	$0.00	$1.41	$0.23	$0.01	$0.22
2016Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.23	$0.01	$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.96	$0.00	$0.96	$0.22	$0.10	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$0.84	$0.00	$0.84	$0.23	$0.01	$0.23
2013Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.22	$0.20	$0.02
2012Summary only. Only limited summary data is available for this year.	$0.60	$0.00		$0.11	$0.20	$0.10
2011Summary only. Only limited summary data is available for this year.	$0.70	$0.00		$0.22	$0.00	$0.21