KELLI JOY OLAUGHLIN MEMORIAL FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KELLI JOY OLAUGHLIN MEMORIAL FUND (EIN 47-1399206)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-17
IRS object ID
202333219349301403
Schema version
2022v5.0
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)
Return2023-11-17T09:04:10-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEINZ & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 BURLINGTON AVEAddressLine1Txt
CityCLARENDON HILLSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60514ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471399206EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLI JOY O'LAUGHLIN MEMORIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKELLBusinessNameControlTxt
Phone7084464474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16309 KEOKUK ROADAddressLine1Txt
CityINDIAN HEAD PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN O'LAUGHLINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7084464474PhoneNum
Signature2023-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastOLAUGHLINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD J HEINZPreparerPersonNm
PTINP00655701PTIN
Phone6309860475PhoneNum
Preparation2023-11-17PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN O'LAUGHLINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16309 KEOKUK RDAddressLine1Txt
CityINDIAN HEAD PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60525ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,331GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://kellijoyolaughlinmemorialfund.com/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE DEVELOPMENT, SOCIAL, AND EDUCATIONAL OPPORTUNITIES THAT WILL ENHANCE THE LIVES OF YOUNG ADULTS IN THE COMMUNITIES IT SERVES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$67,120PYContributionsGrantsAmt
CY Contributions Grants$26,140CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$217PYInvestmentIncomeAmt
CY Investment Income$191CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$67,337PYTotalRevenueAmt
CY Total Revenue$26,331CYTotalRevenueAmt
PY Grants And Similar Paid$85,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$83,109CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,843PYOtherExpensesAmt
CY Other Expenses$257CYOtherExpensesAmt
PY Total Expenses$87,843PYTotalExpensesAmt
CY Total Expenses$83,366CYTotalExpensesAmt
PY Revenues Less Expenses-$20,506PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$57,035CYRevenuesLessExpensesAmt
Total Assets BOY$558,773TotalAssetsBOYAmt
Total Assets EOY$501,738TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$558,773NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$501,738NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE DEVELOPMENT, SOCIAL, AND EDUCATIONAL OPPORTUNITIES THAT WILL ENHANCE THE LIVES OF YOUNG ADULTS IN THE COMMUNITIES IT SERVES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$57,250ExpenseAmt
Grant$57,250GrantAmt
Revenue$0RevenueAmt
DescSCHOLARSHIP FUND-STUDENTS WERE AWARDED/RENEWED SCHOLARSHIPS FOR THE FALL OF 2022 SCHOOL YEAR. SEE ATTACHED STATEMENT #4Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$25,000ExpenseAmt
Grant$25,000GrantAmt
Revenue$0RevenueAmt
DescCAMP TECUMSEH GRANT SEE ATTACHED STATEMENT #5Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$859ExpenseAmt
Grant$859GrantAmt
Revenue$0RevenueAmt
DescHOLIDAY GIVINGDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$83,109TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN O'LAUGHLINPersonNm
Phone7084464474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16309 KEOKUK ROADAddressLine1Txt
CityINDIAN HEAD PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60525ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN O'LAUGHLIN
PRESIDENT2.00Yes (X)$0$0$0
BRENDA O'LAUGHLIN
DIRECTOR2.00Yes (X)$0$0$0
BRIDGETTE DOUGLAS
DIRECTOR2.00Yes (X)$0$0$0
RICHARD HEINZ
DIRECTOR2.00Yes (X)$0$0$0
DOUGLAS PORTER
DIRECTOR2.00Yes (X)$0$0$0
MELISSA DOUGLAS
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$24,651FundraisingAmt
All Other Contributions$1,489AllOtherContributionsAmt
Total Contributions$26,140TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$191TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$24,651ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,331TotalRevenueColumnAmt
Related Or Exempt Func Income$191RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$25,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$58,109TotalAmt
Program Services$58,109ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$257TotalAmt
Program Services$0ProgramServicesAmt
Management And General$257ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$83,366TotalAmt
Program Services$83,109ProgramServicesAmt
Management And General$257ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$558,773BOYAmt
EOY$501,738EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$558,773BOYAmt
EOY$501,738EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$558,773BOYAmt
EOY$501,738EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$558,773BOYAmt
EOY$501,738EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$558,773BOYAmt
EOY$501,738EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$57,035ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$139,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,934CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,534CurrentTaxYearMinus1YearAmt
Current Tax Year$26,140CurrentTaxYearAmt
Total$342,260TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$139,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,934CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,534CurrentTaxYearMinus1YearAmt
Current Tax Year$26,140CurrentTaxYearAmt
Total$342,260TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$342,260PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$84CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$217CurrentTaxYearMinus1YearAmt
Current Tax Year$191CurrentTaxYearAmt
Total$735TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$84CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$217CurrentTaxYearMinus1YearAmt
Current Tax Year$191CurrentTaxYearAmt
Total$735TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$342,995TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99790PublicSupportCY509Pct
Public Support PY5090.99880PublicSupportPY509Pct
Investment Income CY0.00210InvestmentIncomeCYPct
Investment Income PY0.00120InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGSEvent1Nm
Gross Receipts Event1$35,751GrossReceiptsEvent1Amt
Gross Revenue Event1$35,751GrossRevenueEvent1Amt
Other Direct Expenses Event1$21,569OtherDirectExpensesEvent1Amt
Event2RUN FOR KELLIEvent2Nm
Gross Receipts Event2$13,136GrossReceiptsEvent2Amt
Gross Revenue Event2$13,136GrossRevenueEvent2Amt
Other Direct Expenses Event2$2,667OtherDirectExpensesEvent2Amt
Gross Receipts Total$48,887GrossReceiptsTotalAmt
Gross Revenue Total Events$48,887GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$24,236OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,236DirectExpenseSummaryEventsAmt
Net Income Summary$24,651NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 2RELATED PARTY INFORMATION AMONG OFFICERS. JOHN O'LAUGHLIN-PRESIDENT (SPOUSE) BRENDA O'LAUGHLIN (DAUGHTER) BRIDGETTE DOUGLAS
Pt VI, Line 19GOVERNING DOCUMENTS DISCLOSURE EXPLANATION-DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
Pt VI, Line 11bORGANIZATION'S PROCESS TO REVIEW FORM 990:THE RETURN WAS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE THE RETURN WAS FILED.
Pt XITHE CHICAGO COMMUNITY TRUST/WINTRUST-SHORT TERM INVESTMENT POOL FMV AS OF 6/30/2019.
Pt VI, Line 12cCONFLICT OF INTEREST POLICY IS DISCUSSED AND REVIEWED AT MEETINGS THROUGHOUT THE YEAR. IF THERE IS A CONFLICT OF INTEREST, THEN THE MEMBER IS PROHIBITED FROM VOTING ON THE MATTER.

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