FURP.ORG / PUBLIC DATA EXPLORER

RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF (EIN 36-3094218)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-09
IRS object ID
202422539349301362
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-09T14:50:27-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363094218EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RELIGIOUS AND CHARITABLE RISK POOLINGBusinessNameLine1Txt
Business Name Line2TRUST OF THE BROTHERS OF THE CHRISTIANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRELIBusinessNameControlTxt
Phone6303782900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 WINDHAM PKWYAddressLine1Txt
CityROMEOVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP604461672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK FEEHANPersonNm
Person TitleCFO OF CHRISTIAN BROTHERS SERVICESPersonTitleTxt
Phone6303782900PhoneNum
Signature2024-08-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID LOWENTHALPreparerPersonNm
PTINP00378651PTIN
Phone3122071040PhoneNum
Preparation2024-08-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN BROTHERS RISK POOLING TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerPATRICK FEEHANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 WINDHAM PKWYAddressLine1Txt
CityROMEOVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP604461672ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$299,986,500GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CBSERVICES.ORG/WebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1980FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$101,780,952PYProgramServiceRevenueAmt
CY Program Service Revenue$105,391,792CYProgramServiceRevenueAmt
PY Investment Income$5,160,001PYInvestmentIncomeAmt
CY Investment Income$21,209,725CYInvestmentIncomeAmt
PY Other Revenue$5,576PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$106,946,529PYTotalRevenueAmt
CY Total Revenue$126,601,517CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$75,033,863PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$91,653,830CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$19,146,599PYOtherExpensesAmt
CY Other Expenses$20,020,358CYOtherExpensesAmt
PY Total Expenses$94,180,462PYTotalExpensesAmt
CY Total Expenses$111,674,188CYTotalExpensesAmt
PY Revenues Less Expenses$12,766,067PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,927,329CYRevenuesLessExpensesAmt
Total Assets BOY$387,643,733TotalAssetsBOYAmt
Total Assets EOY$449,981,916TotalAssetsEOYAmt
Total Liabilities BOY$232,680,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$252,057,806TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$154,963,483NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$197,924,110NetAssetsOrFundBalancesEOYAmt
MissionTRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$110,574,315ExpenseAmt
Revenue$105,391,792RevenueAmt
DescTHE TRUST PROVIDES PROTECTION AND INDEMNIFIES THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS DUE TO DAMAGE, DESTRUCTION OR LOSS OF PROPERTY, OR THE IMPOSITION OF LEGAL LIABILITY, AND PROTECTS FULL-TIME STUDENTS OF THE BENEFICIARIES AGAINST THE RISK OF LOSS DUE TO ACCIDENT, SICKNESS OR DISABLEMENT. IN ADDITION, THE TRUST PROVIDES WORKERS' COMPENSATION, OCCUPATIONAL DISEASE AND EMPLOYER LIABILITY TO BENEFICIARIES.Desc
Total Program Service Expenses$110,574,315TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN BROTHERS SERVICES PATRICK FEEHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6303782900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 WINDHAM PARKWAYAddressLine1Txt
CityROMEOVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP604461679ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SR JANICE BEMOWSKI RC
TRUSTEE0.500.00Yes (X)$0$0$0
MICHAEL FRIGO
TRUSTEE0.500.00Yes (X)$0$0$0
PRESTON KENDALL
TRUSTEE0.500.00Yes (X)$0$0$0
SR MARY HELENE GALUSZKA OSF
TRUSTEE0.500.00Yes (X)$0$0$0
CHERYL SHAW
TRUSTEE0.500.00Yes (X)$0$0$0
KEITH ZEKIND
TRUSTEE0.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CHRISTIAN BROTHERS SERVICES
1205 WINDHAM PKWYROMEOVILLEIL60446ADMINISTRATIVE SERVICES$18,805,400
THE NORTHERN TRUST COMPANY
801 SOUTH CANAL STREETCHICAGOIL60607BANKING SERVICES$446,342
CHRISTIAN BROTHERS INVESTMENT SERVICES
777 THIRD AVENUE 29TH FLOORNEW YORKNY10017INVESTMENT MANAGEMENT SERVICES$312,718
TORTOISE CAPITAL ADVISORS LLC
6363 COLLEGE BOULEVARD SUITE 100OVERLAND PARKKS66211INVESTMENT MANAGEMENT SERVICES$169,386
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONS EARNEDDesc
Business900099BusinessCd
Total Revenue Column$105,391,792TotalRevenueColumnAmt
Related Or Exempt Func Income$105,391,792RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$105,391,792TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,806,463TotalRevenueColumnAmt
Exclusion$7,806,463ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$186,788,245SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$173,384,983SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,403,262SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,403,262TotalRevenueColumnAmt
Exclusion$13,403,262ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,601,517TotalRevenueColumnAmt
Related Or Exempt Func Income$105,391,792RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21,209,725ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$91,653,830TotalAmt
Program Services$91,653,830ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,099,873TotalAmt
Management And General$1,099,873ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
ADMINISTRATIVE SERVICE$18,805,400$18,805,400
FINANCIAL REGULATORY FE$39,340$39,340
APPRAISAL FEES$36,000$36,000
MOTOR VEHICLE REPORT$26,899$26,899

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,846TotalAmt
Program Services$12,846ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$111,674,188TotalAmt
Program Services$110,574,315ProgramServicesAmt
Management And General$1,099,873ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,412,669BOYAmt
EOY$18,011,903EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,543,979BOYAmt
EOY$32,389,940EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,798,705BOYAmt
EOY$19,732,990EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$87,400,038BOYAmt
EOY$58,582,617EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$247,488,342BOYAmt
EOY$321,264,466EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$387,643,733BOYAmt
EOY$449,981,916EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,075,467BOYAmt
EOY$481,514EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$52,963,899BOYAmt
EOY$59,138,968EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$178,640,884BOYAmt
EOY$192,437,324EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$232,680,250BOYAmt
EOY$252,057,806EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$154,963,483BOYAmt
EOY$197,924,110EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,963,483BOYAmt
EOY$197,924,110EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$387,643,733BOYAmt
EOY$449,981,916EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,927,329ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$28,033,298NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,000,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,605,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,198,857CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,780,952CurrentTaxYearMinus1YearAmt
Current Tax Year$105,391,792CurrentTaxYearAmt
Total$482,976,710TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,000,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,605,067CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,198,857CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,780,952CurrentTaxYearMinus1YearAmt
Current Tax Year$105,391,792CurrentTaxYearAmt
Total$482,976,710TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,786,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,727,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,629,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,992,979CurrentTaxYearMinus1YearAmt
Current Tax Year$7,798,972CurrentTaxYearAmt
Total$34,935,908TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,786,530CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,727,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,629,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,992,979CurrentTaxYearMinus1YearAmt
Current Tax Year$7,798,972CurrentTaxYearAmt
Total$34,935,908TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$448,040,802PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,802,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,203,776CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,563,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,586,516CurrentTaxYearMinus1YearAmt
Current Tax Year$7,806,463CurrentTaxYearAmt
Total$30,962,242TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,802,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,203,776CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,563,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,586,516CurrentTaxYearMinus1YearAmt
Current Tax Year$7,806,463CurrentTaxYearAmt
Total$30,962,242TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,042CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,867CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$5,576CurrentTaxYearMinus1YearAmt
Total$150,485TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,890,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,865,710CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,762,285CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,373,044CurrentTaxYearMinus1YearAmt
Current Tax Year$113,198,255CurrentTaxYearAmt
Total$514,089,437TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87150PublicSupportCY509Pct
Public Support PY5090.88360PublicSupportPY509Pct
Investment Income CY0.06020InvestmentIncomeCYPct
Investment Income PY0.06020InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DEBT AND DEBT RELATED SECURITIES$121,428,623F
COMMON COMMINGLED TRUSTS$196,934,374F
CAPTIVE INSURANCE COMPANY$2,901,469C
FieldValueIRS element (for citing)
Total Book Value Securities$321,264,466TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CASE RESERVES$108,987,448
CLAIMS INCURRED BUT NOT REPORTED$82,301,070
CONTRIBUTION REFUNDS AND OVERPAYMENTS PAYABLE$1,148,806
FieldValueIRS element (for citing)
Total Liability$192,437,324TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$153,649,550TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$28,033,298NetUnrealizedGainsInvstAmt
Revenue Not Reported$28,033,298RevenueNotReportedAmt
Revenue Subtotal$125,616,252RevenueSubtotalAmt
Investment Expenses Not Incld$985,265InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$985,265RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$126,601,517TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$110,688,923TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$110,688,923ExpensesSubtotalAmt
Investment Expenses Not Incld2$985,265InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$985,265ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$111,674,188TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, ITEM C, NAME OF ORGANIZATION:RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF THE CHRISTIAN SCHOOLS AND AFFILIATES
FORM 990, PART VI, SECTION A, LINE 3THE TRUST HAS AN AGREEMENT WITH CHRISTIAN BROTHERS SERVICES TO PROVIDE CLAIMS ADMINISTRATION, UNDERWRITING, BILLING & ENROLLMENT OF MEMBERS, OFFICE SPACE, ACTUARIAL & GENERAL ACCOUNTING, AMONG OTHER DUTIES FOR THE TRUST.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF FINANCIAL OFFICER OF THE ADMINISTRATOR OF THE PLAN WILL REVIEW, SIGN AND FILE THE RETURN ON BEHALF OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF CHRISTIAN BROTHERS SERVICES. TRUSTEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PATRICK FEEHAN, 1205 WINDHAM PARKWAY, ROMEOVILLE, IL 60446-1679.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN BROTHERS SERVICES- 36-3884439BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 WINDHAM PKWYAddressLine1Txt
CityROMEOVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60446ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesTPA OF PLANS FOR RELIGIOUS ORGANIZATIONSPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 1PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd