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nm990

OMB No 1545-0047

Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of tie Internal Revenue Code (except black lung
benefit trust or prrvate foundation)
b The organization may have to use a copy of this return to satisfy state reporting requrrements

Department 01 the Treasury
Internal Revenue Sewice
A For the 2011 calendar year, or tax year beginning

2011
Open to Public
Inspection

and ending

D Employer identication number
C Name of organization
8 Check n
The Church of Jesus Chri st of Latter Day
app'm'
Saints , Chicago First Ward Trust
3354325
cNanrtga
Dorng Busmess As
45-5721810
It'll?"
Number and street (or P.0. box it mail IS not delivered to street address)
Room/smte E Telephone number
7736312861
5046 North Melvina
Dita
119666O .
G Gross receipts $
333: City or town, state 0r country. and ZIP + 4
H(a) Is this a group return
60630
Chi caqo 1 IL
Egglma'
X No
for affiliates?
pendmg F Name and address of printipal officer'Bernard A Fi Sh
No
H(b) Are all affiliates includedI:IE;I
6063 O
5046 North Melvina , Chicago , IL
If "No," attach a list (see instructions)
)4 (Insert no.) I:I 4941mm or [:I 527
i Tax-exempt status. Ci] 501(c)(3) I:I 501(c)(
H(c) Group exemption number k
J Website: > N/A
I L Year of formation: 2 0 l OI M State of legal domieile: IL
K Form otorganization: I:I Corporation [XI Trust |:I Assomation C] Other.
I Part II Summary
1 Briefly describe the organizations missmn or most Significant activmes AS S i S [2 ing LDS members 1 iVing in
q,
the trust's geographic area with educational , medical and social
g
g 2 Check this box > I:I if the organization discontinued its operations or disposed of more than 25% of its net assets
3 3 Number of voting members of the governing body (Part VI, line 13)
3
5
5
4
g 4 Number of independent voting members of the governing body (Part VI, line 1b)
0
5
3 5 Total number of indiwduals employed in calendar year 2011 (Part V. line 2a)
5
6
g 6 Total number of volunteers (estimate if necessary)
33357 .
7a
:3 7 a Total unrelated busmess revenue from Part VIII, column (C), line 12
0 .
7b
b Net unrelated busmess taxable income from Form 990-T, Ine 34
Prior Year
Current Year
G, 8 Contributions and grants (Part VIII. line 1h)
0 .
0 .
0 .
0 .
g 9 Program serVice revenue (Part Vlll, line 29)
g 10 Investment income (Part VIII, column (A), lines 3, 4. and 7d)
0 .
33357 .
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
0 .
O .
12 Total revenue - add lines 8 through 11 (must equal Part VIII, columnjA), line 12)
0 .
33357 .
13 Grants and Similar amounts paid (Part IX, column (A), lines 1-3)
0 .
55395.
14 Benefits paid to or for members (Part IX, column (A), line 4)
0 .
0 .
0) 15 Salaries. other compensation, employee benefits (Part IX, column (A), lines 5-10)
0 .
0 .
2 16a Professmnal fundraismg tees (Part IX, column (A), line 11a)
0 .
0 .
0 .
b
b Total fundraismg expenses (Part IX, column (D), line 25)
3
17 Other expenses (Part ix, column (A), lines 11a-11d, 111-24e)
0 .
2684O .
18 Total expenses. Add lines 13-17 (must equal Part ix, column (A), line 25)
0 .
82235 .
m 19 Revenue less expenses Subtract line 18 from line 12
0 .
48878 .
End 01 Year
Beginning of Current Year
58
g 20 Totalassets(Pai1X,line16)
RECEIVED 0
1227103.
1174091.
3
21
Total
liabilities
(Part
x.
line
26)
O
8
0
.
0 .
o:
2.3 22 Net assets or fund balances Subtract line 21 frorT @
2 7
,i
1227103 .
1174091 .
Part "7 Signature Block
33
Under penalties of periury, I declare that l have examined this return II'ID udi @
i g eldulesar d statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than ohictWQQi-mmwmepreparer has any knowledge
5,9"
Here

Paid
Preparer
Use 0an
13$
~.!

Bernard A Fish ,
Type or print name and title

8/19

Chairman

Pre arers SI nature
Print/T e re arer's name
yp p p
EPMM" 4E5
p
9
%
Firm's name .
Firm's address >

I

Date

A

Signature of officer

CW
Date
gVL gen-employed
Firm's EIN 5

May the IRS discuss this return With the preparer shown above? (see instructions)
LHA For Paperwork Reduction Act Notice, see the separate instructions.
132001 0143-12
See Schedule 0 for Organization Mi551on Statement
SCAN

2'
PTN
\D
=\
e)

Phone no
Yes I: No
Form 990 (201 1)
Continuation
()3

The Church of Jesus Christ of LatterDay
memmcmn
Saints. Chicago First Ward Trust
| Part III | Statement of Program Service Accomplishments
1

2

3
4

43

456721810

mez

Check If Schedule 0 contains a response to any question In this Part Ill
[2:]
Briefly describe the organizations missuon' ,
To assist members of the Church of Jesus Christ of Latter Day Saints
living in the geographic area of the Chicago 1st Ward with education,
training, medical and any other resouce deemed appropriate by the
committee.
Dld the organization undertake any Significant program services during the year which were not llsted on
the prior Form 990 or 990-EZ?
X No
lf "Yes,' describe these new servrces on Schedule 0
Dld the organlzation cease conducting. or make Signicant changes In how It conducts, any program serVIces7
X No
If "Yes." describe these changes on Schedule 0
Describe the organizations program servrce accomplishments for each of rts three largest program serVIces, as measured by expenses
Section 501(c)(3) and 501(c)(4) organlzatlons and section 4947(a)(1) trusts are reqUIred to report the amount of grants and allocations to
others, the total expenses, and revenue, lf am, for each program servnce reported
)
2 3 1 0 2 o ) (Revenue $
Includlng grants of $
) (Expenses 5
(Code
Educational costs for troubled youth

4b

1 0 0 0 0 - ) (Revenue $
including grants 01$
) (Expenses 3
(Code
Donation to Inner City Youth Foundation in Chicago.

)

4C

) (Expenses 5
(Code
Educational expneses

8 0 0 0 - ) (Revenue $

)

4d

Other program serwces (Describe in Schedule 0)
Including grants ol $
(Expenses 3
82235 .
Total program service exnenses }

4e

Including grants 01$
for an individual.

)

1 4 2 9 3 0) (Revenue $

Form 990 (201 1)

132002
02-0942
08520824

706832

LDS

2011.04020

2
The Church of

Jesus

Christ

LDS

l

The Church of Jesus Christ of LatterDay
Saints, Chicaqo First Ward Trust
Form 990(2011)
[Part IV | Checklist of Required Schedules

Paqe3

45-6721810

Yes
1
2
3
4
5
6
7
8
l
1

9
10
11

i

1
l
I

Schedule D, Part III
Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or prowde
Credit counseling. debt management, credit repair, or debt negotiation sewices? If "Yes," complete Schedule D, Part IV
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments. permanent
endowments, or quasr-endowments'7 If "Yes, ' complete Schedule D, Part V
If the organization's answer to any of the followmg questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X

as applicable
a Did the organization report an amount for land, budings, and equrpment in Part X, line 107 If "Yes, " complete Schedule D,
Part VI
b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII
c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII
d Did the organization report an amount for other assets in Part X. line 15 that IS 5% or more of its total assets reported in
Part X, line 16? I! "Yes," complete Schedule D, Part IX
e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Fart X
1 Did the organizations separate or consolidated finanCial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax posrtions under FIN 48 (A80 740)? If "Yes," complete Schedule D, Part X
123 Did the organization obtain separate, independent audited financral statements for the tax year? II "Yes," complete
Schedule D, Parts XI, XII, and XIII
b Was the organization included in consolidated, independent audited financral statements for the tax year?
If 'Yes, " and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI, XII, and XIII IS optional
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
143 Did the organization maintain an office, employees, or agents outsrde of the United States?
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess.
investment, and program serwce actiVities outsrde the United States, or aggregate foreign investments valued at $100,000
15

,
1

Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes, " complete Schedule A
Is the organization reqUired to complete Schedule B, Schedule of Contributors?
Did the organization engage in direct or indirect political campaign activmes on behalf of or in opposmon to candidates for
public office? If "Yes, " complete Schedule C, Part I
Section 501(c)(3) organizations. Did the organization engage In lobbying actiwties, or have a section 501(h) election in effect
during the tax year? If "Yes," complete Schedule C, Part II
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
Similar amounts as dened in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III
Did the organization maintain any donor adVised funds or any Similar funds or accounts for which donors have the right to
prowde advrce on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part!
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the enVironment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II
Did the Organization maintain collections of works of art, historical treasures, or other Similar assets? If "Yes," complete

16
17
18
19

or more? If "Yes," complete Schedule F. Parts land IV
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or aSSistance to any organization
or entity located outSide the United States? If "Yes," complete Schedule F, Pans II and IV
Did the organization report on Part IX. column (A), line 3, more than $5,000 of aggregate grants or a55istance to indIVIduals
located out5ide the United States? If "Yes, ' complete Schedule F, Parts III and IV
Did the organization report a total of more than $15,000 of expenses for professwnal tundrarsmg seNices on Part IX,
column (A), lines 6 and 119? If "Yes," complete Schedule G, Part I
Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part VIII, lines
1c and 8a? If "Yes, " complete Schedule G, Part II
Did the organization report more than $15,000 of gross income from gaming activrties on Part Vlll, line 9a? If "Yes, "

1
2

No

X
X

3

X

4

X

5

X

6

X

7

X

B

X

9

X

10

X

11a

X

11b
11c
11d
11e

X
X

11f

X

12a

X

12b
13
14a

X
X
X

14b

X

15

X

16

X

17

X

18

X

X
19
X
20a
20b
Form 990 2011)

complete Schedule G, Part III
20a Did the organization operate one or more hospital facrlities? If "Yes," complete Schedule H
b If 'Yes' to line 20a, did the organization attach a copy of rts audited flIlaIICIaI statements to this return?

132003
01-23- 12
08520824

706832

LDS

2011.04020

3
The Church of

Jesus

Christ

LDS

1

The Church of Jesus Christ of Latter-Day
Saints, Chicaqo First Ward Trust
me%memu
Wart IV I Checklist of Required Schedules (continued)

Pme4

456721810

Yes
21
22
23

Did the organization report more than $5,000 of grants and other aSSistance to any government or organization in the
United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts land II
Did the organization report more than $5,000 of grants and other a55istance to indIVIduals in the United States on Part IX,
column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill
Did the organization answer "Yes" to Part Vll. Section A, line 3, 4, 0r 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete

Schedule J
243 Did the organization have a tax-exempt bond issue With an outstanding prinCipaI amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? ll "Yes," answer lines 24b through 24d and complete
Schedule K If "No go to line 25
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
253 Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction With a

21

X

22

X

No

23

X

243
24b

X

24c
24d

disqualified person during the year? If "Yes," complete Schedule L, Partl
b Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete
Schedule L, Partl
26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified
person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II
27 Did the organization prowde a grant or other aSSIStance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member

25a

X

25b

X

26

X

of any of these persons? If "Yes," complete Schedule L, Part Ill
Was the organization a party to a busmess transaction With one of the followmg parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions)
a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
b A family member of a current or former officer, director, trustee, or key employee? ll "Yes," complete Schedule L, Part IV
c An entity of Which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner? If " Yes, ' complete Schedule L, Part IV
29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes, " complete Schedule M
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If 'Yes, " complete Schedule M
31 Did the organization liqUIdate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part!
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? "Yes, " complete
Schedule N, Part II
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301 7701-2 and 301 7701-3? If "Yes, " complete Schedule Ff, Partl
Was the organization related to any tax-exempt or taxable entity?
If 'Yes, " complete Schedule R, Parts II, III, IV, and V, line 1
~
35a Did the organization have a controlled entity Within the meaning of section 512(b)(13)?
Within the meaning of
entity
controlled
a
With
transaction
any
in
engage
or
from
payment
any
receive
b Did the organization

27

X

28a
28b

X
X

28c
29

X
X

30

X

31

X

32

X

33

X

28

36
37
38

section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule H, Part V, line 2
Did the organization conduct more than 5% of its actiVities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? I! "Yes," complete Schedule Fl, Pan Vl
Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11 and 19?
Note. A" Form 990 filers are reqwred to complete Schedule 0

34

X

35a

X

351:.

X

36

X

37

X

X
38
Form 990 2011)

132004
01-23-12
08520824

706832 LDS

2011.04020

4
The Church of

Jesus

Christ

LDS

1

The Church of Jesus Christ of LatterDay
meamemn
Saints, Chicaqo First Ward Trust
Part V
Statements Regarding Other IFIS Filings and Tax Compliance
'
Check if Schedule 0 contains a response to any question in this Part V

45-6721810

Pme5
[:1
Yes

1a Enter the number reported in Box 3 of Form 1096 Erter -0- if not applicable
1a
b Enter the number of Forms W-ZG included in line 1a Enter -0- if not applicable
1b
c Did the organization comply wrth backup Withholding rules for reportable payments to vendors and reportable gaming
(gambling) Winnings to prize Winners?

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending With or Within the year covered by this return
23
0
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to efrle (see instructions)
3a Did the organization have unrelated busmess gross income of $1,000 or more during the year?
b If "Yes," has it filed a Form 990-T for this year? If "No, " provrde an explanation in Schedule 0
4a At any time during the calendar year, did the organization have an interest in, or a Signature or other authority over. a
Manual account in a foreign country (such as a bank account, securities account, or other finanCial account)?
b If 'Yes, enter the name of the foreign country D
See instructions for filing reqwrements for Form TD F 90-22 1, Report of Foreign Bank and FinanCiaI Accounts
53 Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
c If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicn
any contributions that were not tax deductible?
b If 'Yes, did the organization include With every solicnation an express statement that such contributions or gifts
were not tax deductible?
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and serVices prowded to the payor7
b If 'Yes," did the organization notify the donor of the value of the goods or seNices prowded?
c Did the organization sell, exchange, or otheMise dispose of tangible personal property for which it was reqwred
d
e
1
9
h
8
9
3
b
10
a
b
11
a
b
12a
b
13
a
b
c
14a
b

to file Form 8282?
7d
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as requned?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C'7
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations Did the supporting
organization, or a donor adwsed fund maintained by a sponsoring organization, have excess busmess holdings at any time during the year?
Sponsoring organizations maintaining donor advised funds.
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor adVIsor, or related person?
Section 501(c)(7) organizations. Enter
103
Initiation fees and capital contributions included on Part VIII, line 12
10b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club faCilities
Section 501(c)(12) organizations. Enter
11a
Gross income from members or shareholders
Gross income from other sources (Do not net amounts due or paid to other sources against
11b
amounts due or received from them)
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year
Section 501(c)(29) qualified nonprot health insurance issuers.
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule 0
Enter the amount of reserves the organization is requued to maintain by the states in which the
13b
organization is licensed to issue qualified health plans
13c
Enter the amount of reserves on hand
Did the organization receive any payments for indoor tanning seNices during the tax year?
If YesJias it filed a Form 720 to report these payments? If "No, " prowde an ewation in Schedule 0

No

0
0
1c

2b
3a
3b

X

43

X

5a
5b
5c

X
X

6a

X

6b
7a
7b

X

7c

X

7e
7f
79
7h
8
9a
9b

12a

133

X
143
14b
Form 990 (2011)

132005
01-23-12
08520824

706832 LDS

2011.04020

5
The Church of

Jesus

Christ

LDS

1

The Church of Jesus Christ of LatterDay
Paqe6
456721810
Saints, Chicaqo First Ward Trust
Form 990 (2011)
| Part til] Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response
to line 8a, 8b, or 10b below, describe the Circumstances, processes, or changes in Schedule 0 See instructions
[3]
Check if Schedule 0 contains a response to any question in this Part VI
Section A. Governing Body and Management
Yes
i
l
,

1a
13 Enter the number of voting members of the governing body at the end of the tax year
governing
the
if
or
body,
governing
the
of
members
among
rights
voting
in
differences
If there are material
body delegated broad authority to an executive committee or Similar committee, explain in Schedule 0.
1b
b Enter the number of voting members included in line 1a, above, who are independent
2 Did any officer, director, trustee, or key employee have a family relationship or a busmess relationship With any other
officer, director, trustee, or key employee?
3 Did the organization delegate control over management duties customarily performed by or under the direct SuperVISIOD
of officers, directors, or trustees, or key employees to a management company or other person?
4 Did the organization make any Significant changes to rts governing documents Since the prior Form 990 wm filed?
5 Did the organization become aware during the year of 2 Significant leerSlon of the organizations assets?
6 Did the organization have members or stockholders?
7a Did the organization have members, stockholders, or other persons who had the power to elect or appomt one or
more members of the governing body?
b Are any governance deCISIOl'lS of the organization reserved to (or subject to approval by) members, stockholders. or
persons other than the governing body?
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg'
a The governing body?
b Each committee wrth authority to act on behalf of the governing body?
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A. who cannot be reached at the
organization's mailing address? If "Yes," prowde the names and addresses in Schedule 0
Section B. Policies {This Section 8 requests information about poliaes not requrred by the Internal Revenue Code)

5
2

X

3

X

4
5
6

X
X
X

7a

X

7b

X

8a
so

X

X

9
Yes

10a Did the organization have local chapters, branches, or affiliates?
b it 'Yes," did the organization have wrrtten p0|lC|eS and procedures governing the activnies of such chapters, affiliates,
and branches to ensure their operations are COI'lSIStent With the organizations exempt purposes?
113 Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form?
b Describe in Schedule 0 the process, if any. used by the organization to reVIew this Form 990
12a Did the organization have a written conflict of interest policy? If "No, " go to line 13
b Were officers, directors, or trustees, and key employees requred to disclose annually interests that could give rise to conflicts?
c Did the organization regularly and conSIstentIy monitor and enforce compliance With the policy? If "Yes," describe
in Schedule 0 how this was done
Did the organization have a written whistleblower policy?
Did the Organization have a written document retention and destruction policy?
Did the process for determining compensation of the followmg persons include a reVIew and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and deceion?
a The organization's CEO, Executive Director, or top management offICIaI
b Other officers or key employees of the organization
If "Yes" to line 15a or 15b. describe the process in Schedule 0 (see instructions)
16a Did the organization invest in, contribute assets to, or partICIpate in a iomt venture or Similar arrangement With a
taxable entity during the year?
b If "Yes," did the organization follow a written policy or procedure requmng the organization to evaluate its partimpation
in icint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
13
14
15

No

5

103
10b
113
12a
12b

No
X

X
X

12c
13
14

X
X

15a
15b

X
X

163

X

16b
exempt status wrth respect to such arrangements?
Section C. Disclosure
17 List the states With which a copy of this Form 990 is requned to be filed DIL
18 Section 6104 reqwres an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available
for public inspection Indicate how you made these available Check all that apply
[3:] Upon request
1:] Another's websde
[:I Own webSite
19 Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
20 State the name, physrcal address, and telephone number of the person who possesses the books and records of the organization D
7736312861
Bernard A Fish
60630
5046 North Melvina, Chicago, IL
Form 990 (2011)
333932
6
l
LDS
2011.04020 The Church of Jesus Christ
08520824 706832 LDS

The Church of Jesus Christ of Latter-Day
Form 990 (2011)
456721810
Saints, Chicaqo First Ward Trust
|Part Vll' Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Check if Schedule 0 contains a response to any question in this Part VII

Page7

[:]

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
13 Complete this table tor all persons reqUired to be listed. Report compensation for the calendar year ending With or Within the organization's tax year
. List all of the organization's current officers, directors. trustees (whether indiVIduals or organizations), regardless of amount of compensation
Enter -0- in columns (D), (E), and (F) if no compensation was paid
' List all of the organization's current key employees, if any See Instructions for definition of "key employee "
0 List the organization's tive current highest compensated employees (other than an oftieer, director, trustee, or key employee) who received reportable
compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 trom the organization and any related organizations.
. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations
' List allot the organizations former directors or trustees that received, in the capacny as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations
List persons in the tollowmg order indiViduaI trustees or directors, institutional trustees, officers. key employees, highest compensated employees,
and former such persons
[3] Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee
(A)
Name and Title

(B)
Average
hours per
week
(describe
hours for
related
organizations
in Schedule
0)

(1) Bernard A Fish
Chairman
(2) Joseph P Bennett
Committee Member
(3) Michael P Schulz
Committee Member
(4) Kristin Kutter
Committee Member
(5) Deborah A Oetvig
Committee Member

(C)
Posmon
(do no! check
more man one
box, unless person IS both an
officer and a director/trustee)
2
E
g
E
g
E

u
g
E
g
E

E
S

3
u E;
a; g
E:
g
E :95 E

(D)
Reportable
compensation
from

(E)
Reportable
compensation
from related

(F)
Estimated
amount of
other

the
organization
(W-2/1099-MISC)

organizations
0N 2/1099-MISC)

compensation
from the
organization
and related
organizations

1 . 00 X

0 .

0 u

0 .

0 . 50 X

0.

0.

0.

0 . 50 X

0 o

0 .

O .

0 . 50 X

0 n

0 .

0 .

0 . 50 X

0 .

0 .

0 .

Form 990 (2011)

132007 01-23- 12
08520824

706832

LDS

2011.04020

7
The Church of

Jesus

Christ

LDS

1

The Church of Jesus Christ of LatterDay
PweB
456721810
Saints, Chicaqo First Ward Trust
memmpm1)
{Part VI Section A. Ofcers. Directors, Trustees, Key Employees, and Highest Compensated Emplgoyees (continued)
(F)
(E)
(D)
(c)
(B)
(A)
Estimated
Reportable
Reportable
(do "0 cgfmggmn one
AVeraQe
Name and title
amount of
compensation
compensation
hours Fer box, unless person IS both an
other
from related
from
officer and a director/trustee)
week
(descrlbe
hours for
aw
Olganlzatlons
'0 SChedU'e
0)

1b
c
d
2

g
E
E
5
g
E

g
i
3:;
E

a
s

3,
g
3i E
E.
E
e EE e

the
organization
(W-2/1099-MISC)

F
Sub-total
F
Total from continuation sheets to Part VII, Section A
>
Total (add lines 1b and 1c)
Total number of indiViduals (including but not limited to those listed above) who received more than
compensation from the organization b

compensation
from the
organization
and related
organizations

organizations
(W-2/1099-MISC)

0 .
0 .
O .

0 .
0 .
0 .
0 .
O .
0 .
$100,000 of reportable
Yes

Did the organization list any former officer. director, or trustee. key employee, or highest compensated employee on
3
line 1a? If 'Yes, " complete Schedule J for such indiwdual
4 For any indiVidual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
4
and related organizations greater than $150,000? If "Yes," complete Schedule J for such indiwdual
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiVIdual for seNices
5
rendered to the organization? I! "Yes," complete Schedule J for such person
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100000 of compensation from
the organization Report compensation for the calendar year ending With or wrthin the organization's tax year

0
No

3

(A)
Name and busmess address

2

(3)
Description of seNices

NONE

x
X
X

(Cl
Compensation

Total number of independent contractors (including but not limited to those listed above) who received more than
0
$100,000 01 compensation from the organization D
Form 990 2011)

132008 01-23-12
08520824

706832 LDS

2011.04020

8
The

Church of

Jesus

Christ

LDS___1


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