2025-08-04T14:32:35-05:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-01-01 363094218 RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF THE CHRISTIAN RELI 6303782900 1205 WINDHAM PARKWAY ROMEOVILLE IL 60446 PATRICK FEEHAN CHIEF FINANCIAL OFFICER, CBS 6303782900 2025-08-04 1 0 COLIN THOMPSON P01460524 3123680500 2025-08-04 2024 2025-03-06 01:10:19Z MICHAEL FRIGO 1205 WINDHAM PARKWAY ROMEOVILLE IL 60446 468966054 0 X WWW.CBSERVICES.ORG X 1980 IL TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. 6 6 0 0 0 0 0 0 105391792 111491984 21209725 14278866 0 0 126601517 125770850 0 0 91653830 90182213 0 0 0 0 0 20020358 20835362 111674188 111017575 14927329 14753275 449981916 483868541 252057806 247971327 197924110 235897214 TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. 0 0 108211878 111491984 THE 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 FULLTIME 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. 108211878 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X PATRICK FEEHAN CFO 6303782900 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 X MICHAEL FRIGO TRUSTEE 0.50 0.00 X 0 0 0 SR MARY HELENE GALUZKA OSF TRUSTEE 0.50 0.00 X 0 0 0 PRESTON KENDALL TRUSTEE 0.50 0.00 X 0 0 0 CHERYL SHAW TRUSTEE 0.50 0.00 X 0 0 0 SR JANICE BEMOWSKI RC TRUSTEE 0.50 0.00 X 0 0 0 KEITH ZEKIND TRUSTEE 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 CHRISTIAN BROTHERS SERVICES 1205 WINDHAM PARKWAY ROMEOVILLE IL 60446 ADMINISTRATION SERVICES 19651643 THE NORTHERN TRUST COMPANY 50 S LASALLE CHICAGO IL 60603 BANKING SERVICES 396658 UBS REALTY INVESTORS LLC 10 STATE HOUSE SQUARE 12TH FLOOR HARTFORD CT 06103 INVESTMENT MANAGER 280749 DODGE & COX 555 CALIFORNIA STREET 40TH FLOOR SAN FRANCISCO CA 94104 INVESTMENT MANAGER 160639 STATE STREET GLOBAL ADVISORS 1 IRON STREET BOSTON MD 02210 INVESTMENT MANAGER 124310 5 CONTRIBUTIONS EARNED 900099 111491984 111491984 111491984 7308848 7308848 350165222 343195204 6970018 6970018 6970018 125770850 111491984 0 14278866 90182213 90182213 19651643 17686479 1965164 78509 78509 838034 838034 STATE REGULATORY FEES 138890 138890 APPRAISAL FEES 85970 85970 MOTOR VEHICLE REPORTS 24518 24518 DUES AND SUBSCRIPTIONS 15299 15299 2499 2499 111017575 108211878 2805697 0 18011903 1784255 3955724 32389940 27618783 19732990 20154249 58582617 146190914 321264466 284164616 449981916 483868541 481514 1759926 59138968 61413746 192437324 184797655 252057806 247971327 X 197924110 235897214 197924110 235897214 449981916 483868541 14753275 23219829 0 X 0 1 X 1 0 X 91605067 97198857 101780952 105391792 111491984 507468652 91605067 97198857 101780952 105391792 111491984 507468652 0 7727777 9629650 2992979 7798972 7232772 35382150 7727777 9629650 2992979 7798972 7232772 35382150 472086502 5203776 5563428 6586516 7806463 7308848 32469031 5203776 5563428 6586516 7806463 7308848 32469031 56867 5576 62443 96865710 102762285 108373044 113198255 118800832 540000126 0.87420 0.87150 0.06010 0.06020 X 0 STATE STREET MSCI ACWI EX-USA IMI 157218706 F STATE STREET RUSSELL 3000-R SCREENED INDEX NL 98041602 F UBS CF TRUMBULL PROPERTY INCOME FUND 26002839 F CAPTIVE INSURANCE COMPANY 2901469 C 284164616 UNPAID CLAIMS - CASE RESERVES 97627536 CLAIMS INCURRED BUT NOT REPORTED 87170119 184797655 X 148152645 23219829 23219829 124932816 838034 838034 125770850 110179541 0 110179541 838034 838034 111017575 PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE TRUST IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE TRUST IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. FORM 990, ITEM C: DOING BUSINESS AS: CHRISTIAN BROTHERS RISK POOLING TRUST FORM 990, PART VI, SECTION A, LINE 3 THE 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 11B THE COMPLETED FORM 990 IS REVIEWED PRIOR TO FILING BY THE CHIEF FINANCIAL OFFICER OF CHRISTIAN BROTHERS SERVICES. UPON FULLY UNDERSTANDING THE COMPLETED FORM, THE CHIEF FINANCIAL OFFICER WILL SIGN AND SUBMIT THE FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHRISTIAN BROTHERS SERVICES 1205 WINDHAM PARKWAY ROMEOVILLE IL 60446 363884439 ADMINISTRATOR OF PLANS FOR RELIGIOUS ORGANIZATIONS IL 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0