RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF (EIN 36-3094218)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-21
- IRS object ID
- 202622649349301817
- Schema version
- 2025v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-21T14:20:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CTR STE 700 | AddressLine1Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363094218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIGIOUS AND CHARITABLE RISK POOLING | BusinessNameLine1Txt |
| Business Name Line2 | TRUST OF THE BROTHERS OF THE CHRISTIAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RELI | BusinessNameControlTxt |
| Phone | 6303782900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESTON KENDALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6303782900 | PhoneNum |
| Signature | 2026-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLIN THOMPSON | PreparerPersonNm |
| PTIN | P01460524 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2026-09-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN BROTHERS RISK POOLING TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PRESTON KENDALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $334,252,070 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CBSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $111,491,984 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $116,457,040 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,278,866 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,201,956 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $125,770,850 | PYTotalRevenueAmt |
| CY Total Revenue | $137,658,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $90,182,213 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $123,514,116 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,835,362 | PYOtherExpensesAmt |
| CY Other Expenses | $22,365,199 | CYOtherExpensesAmt |
| PY Total Expenses | $111,017,575 | PYTotalExpensesAmt |
| CY Total Expenses | $145,879,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,753,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,220,319 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $483,868,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $553,440,896 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,971,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $277,267,931 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $235,897,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $276,172,965 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $142,878,892 | ExpenseAmt |
| Revenue | $116,457,040 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $142,878,892 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN RANDALL CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6303782900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604461679 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| MICHAEL FRIGO | |||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| SR MARY HELENE GALUZKA OSF | |||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| PRESTON KENDALL | |||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| CHERYL SHAW | |||||
| TRUSTEE - PAST | 0.50 | Yes (X) | $0 | $0 | $0 |
| SR JANICE BEMOWSKI RC | |||||
| TRUSTEE - PAST | 0.50 | Yes (X) | $0 | $0 | $0 |
| KEITH ZEKIND | |||||
| TRUSTEE - PAST | 0.50 | Yes (X) | $0 | $0 | $0 |
| KEVIN DOYLE | |||||
| TRUSTEE - NEW | 0.50 | Yes (X) | $0 | $0 | $0 |
| BOB RYAN | |||||
| TRUSTEE - NEW | 0.50 | Yes (X) | $0 | $0 | $0 |
| JIM THOMAS | |||||
| TRUSTEE - NEW | 0.50 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTIAN BROTHERS SERVICES | |||||
| 1205 WINDHAM PARKWAY | ROMEOVILLE | IL | 60446 | ADMINISTRATION SERVICES | $21,027,300 |
| THE NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE | CHICAGO | IL | 60603 | BANKING SERVICES | $415,496 |
| UBS REALTY INVESTORS LLC | |||||
| 10 STATE HOUSE SQUARE 12TH FLOOR | HARTFORD | CT | 06103 | INVESTMENT MANAGER | $239,304 |
| CHURCHILL ASSET MANAGEMENT LLC | |||||
| 375 PARK AVENUE | NEW YORK | NY | 10152 | INVESTMENT MANAGER | $225,921 |
| STATE STREET GLOBAL ADVISORS | |||||
| 1 IRON STREET | BOSTON | MA | 02210 | INVESTMENT MANAGER | $155,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS EARNED | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $116,457,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,457,040 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $116,457,040 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,357,515 | TotalRevenueColumnAmt |
| Exclusion | $9,357,515 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $208,437,515 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,593,074 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,844,441 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,844,441 | TotalRevenueColumnAmt |
| Exclusion | $11,844,441 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,658,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,457,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,201,956 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,514,116 | TotalAmt |
| Program Services | $123,514,116 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,027,300 | TotalAmt |
| Program Services | $18,924,570 | ProgramServicesAmt |
| Management And General | $2,102,730 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,406 | TotalAmt |
| Program Services | $140,406 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,994 | TotalAmt |
| Management And General | $891,994 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| APPRAISAL FEES | $236,188 | $236,188 |
| DUES AND SUBSCRIPTIONS | $24,061 | $24,061 |
| STATE REGULATORY FEES | $22,500 | $22,500 |
| MOTOR VEHICLE REPORTS | $17,051 | $17,051 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,699 | TotalAmt |
| Management And General | $5,699 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,879,315 | TotalAmt |
| Program Services | $142,878,892 | ProgramServicesAmt |
| Management And General | $3,000,423 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,255 | BOYAmt |
| EOY | $11,419,031 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,955,724 | BOYAmt |
| EOY | $7,567,610 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,618,783 | BOYAmt |
| EOY | $30,673,432 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,154,249 | BOYAmt |
| EOY | $16,463,562 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,190,914 | BOYAmt |
| EOY | $150,426,113 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,164,616 | BOYAmt |
| EOY | $336,891,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,868,541 | BOYAmt |
| EOY | $553,440,896 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,926 | BOYAmt |
| EOY | $2,714,619 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,413,746 | BOYAmt |
| EOY | $64,823,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,797,655 | BOYAmt |
| EOY | $209,729,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,971,327 | BOYAmt |
| EOY | $277,267,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,897,214 | BOYAmt |
| EOY | $276,172,965 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,897,214 | BOYAmt |
| EOY | $276,172,965 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,868,541 | BOYAmt |
| EOY | $553,440,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,220,319 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $48,496,070 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,198,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,780,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,391,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,491,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,457,040 | CurrentTaxYearAmt |
| Total | $532,320,625 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,198,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,780,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,391,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,491,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,457,040 | CurrentTaxYearAmt |
| Total | $532,320,625 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,629,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,992,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,798,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,232,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,458,508 | CurrentTaxYearAmt |
| Total | $34,112,881 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,629,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,992,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,798,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,232,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,458,508 | CurrentTaxYearAmt |
| Total | $34,112,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $498,207,744 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,563,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,586,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,806,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,308,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,357,515 | CurrentTaxYearAmt |
| Total | $36,622,770 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,563,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,586,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,806,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,308,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,357,515 | CurrentTaxYearAmt |
| Total | $36,622,770 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,576 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,576 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,762,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,373,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,198,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,800,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,814,555 | CurrentTaxYearAmt |
| Total | $568,948,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87420 | PublicSupportPY509Pct |
| Investment Income CY | 0.06440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| STATE STREET MSCI ACWI EX-USA IMI | $175,475,559 | F |
| STATE STREET RUSSELL 3000-R SCREENED INDEX NL | $114,206,332 | F |
| UBS CF TRUMBULL PROPERTY INCOME FUND | $22,886,849 | F |
| CHURCHILL MID-MARKET SENIOR LOAN FUND V - LEVERED | $21,420,939 | F |
| CAPTIVE INSURANCE COMPANY | $2,901,469 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $336,891,148 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNPAID CLAIMS - CASE RESERVES | $116,495,731 |
| CLAIMS INCURRED BUT NOT REPORTED | $93,234,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $209,729,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $185,263,072 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $48,496,070 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $48,496,070 | RevenueNotReportedAmt |
| Revenue Subtotal | $136,767,002 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $891,994 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $891,994 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $137,658,996 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $144,987,321 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $144,987,321 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $891,994 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $891,994 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $145,879,315 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 CONTROLLER OF CHRISTIAN BROTHERS SERVICES. UPON FULLY UNDERSTANDING THE COMPLETED FORM, THE CONTROLLER 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN BROTHERS SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363884439 | EIN |
| Primary Activities | ADMINISTRATOR OF PLANS FOR RELIGIOUS ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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