2025-10-20T10:43:45-07:00 2024-12-31 990 2024-01-01 364390471 BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST BROT 8472648700 600 ALEXIAN WAY ELK GROVE VILLAGE IL 60007 STEVE FOGT TREASURER 8472846187 2025-11-10 1 2024 2025-03-06 01:10:19Z BROTHER STEVE FOGT 600 ALEXIAN WAY ELK GROVE VILLAGE IL 60007 12287356 0 X WWW.ALEXIANBROTHERS.ORG X 2000 IL BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST (THE "TRUST") CARRIES OUT ITS EXEMPT PURPOSES BY ADMINISTERING THE POOLED INVESTMENTS MAINTAINED ON BEHALF OF THE PARTICIPANTS OF THE TRUST. 3 3 0 4 0 0 0 0 0 0 15861884 12287356 0 0 15861884 12287356 0 0 0 0 0 0 0 0 0 15861884 12287356 15861884 12287356 0 0 135253776 147251966 0 0 135253776 147251966 BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST (THE "TRUST") CARRIES OUT ITS EXEMPT PURPOSES BY ADMINISTERING THE POOLED INVESTMENTS MAINTAINED ON BEHALF OF THE PARTICIPANTS IN THE TRUST. 0 0 12287356 12287356 FOR MORE THAN SEVEN CENTURIES, THE ALEXIAN BROTHERS HAVE CARED FOR THE SICK, THE AGED, THE POOR AND THE DYING. THE BASIC JUDEO-CHRISTIAN BELIEFS THAT INSPIRED THE FOUNDERS OF THIS WORLDWIDE CATHOLIC RELIGOUS CONGREGATION SUSTAIN ITS MINISTRY TODAY: TO PROMOTE THE PHYSICAL, MENTAL, SPIRITUAL, AND SOCIAL WELL-BEING OF INDIVIDUALS OF ALL CREEDS, RACES, NATIONALITIES AND SOCIOECONOMIC LEVELS SERVED THOUGH HEALTH CARE MINISTRY. STRENGTHENED BY COMMUNITY, PRAYER, COMMITMENT TO THE POOR AND THE LEGACY OF ITS FOUNDERS, AND IN PARTNERSHIP WITH OTHERS, THE ALEXIAN BROTHERS WITNESS THE HEALING CHRIST BY A HOLISTIC APPROACH TO PROMOTING HEALTH AND CARING FOR THE SICK, DYING, AGED AND UNWANTED OF ALL SOCIOECONOMIC LEVELS. THE TRUST'S PURPOSE IS ADMINISTERING THE POOLED INVESTMENTS MAINTAINED ON BEHALF OF PARTICIPANTS OF THE TRUST. PARTICIPATION IN THE TRUST IS LIMITED TO ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES ("ABCM") AND ABCM AFFILIATES WHICH ARE NOT-FOR-PROFIT CORPORATIONS EXEMPT FROM FEDERAL INCOME TAXES. THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE CODE. ABCM IS THE ADMINSTRATOR OF THE TRUST AND IS RESPONSIBLE FOR CONTROLLING, MANAGING AND INVESTING THE POOLED ASSETS OF THE TRUST. PARTICIPANTS ACCRUED INTEREST ON THE ASSETS INVESTED WITH THE TRUST BASED ON THE TRUST'S ACTUAL EARNINGS. 0 0 0 12287356 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X ADELINE DZIEROZYNSKI 8472648704 600 ALEXIAN WAY ELK GROVE VILLAGE IL 60007 ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES TRUSTEE 0 0 X 0 0 0 BROTHERS OF ST ALEXIUS HEALTH AND WELFARE FUND INC TRUSTEE 0 0 X 0 0 0 CONGREGATION OF ALEXIAN BROTHERS IMMACULATE CONCEPTION PROVINCE TRUSTEE 0 0 X 0 0 0 BROTHER THOMAS S KLEIN CFA PRESIDENT AND PROVINCIAL 1 49 X 0 0 0 BROTHER STEVE FOGT CFA TREASURER 1 49 X 0 0 0 0 0 0 0 0 0 0 0 0 0 12287356 12287356 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12287356 12287356 0 0 0 0 0 0 89165 89165 0 0 INVESTMENT INCOME DISTRIBUTED TO MEMBERS 12198191 12198191 0 0 12287356 12287356 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 135253776 147251966 0 0 0 0 135253776 147251966 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 135253776 147251966 135253776 147251966 135253776 147251966 X 0 0 0 0 0 11998190 X 0 0 0 X X X 3 ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES 362606768 1 1 10923296 0 BROTHERS OF ST ALEXIUS HEALTH AND WELFARE FUND INC 362976617 1 1 1274798 0 CONGREGATION OF ALEXIAN BROTHERS IMMACULATE CONCEPTION PROVINCE 362976619 1 1 97 0 3 12198191 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Schedule A, Part IV, Section D, Line 3 THE PROVINCIAL AND GOVERNING BODY OF ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES PLAYS A KEY ROLE IN OVERSEEING THE INVESTMENTS MANAGED BY THE FILING ORGANIZATION. THIS BODY ALSO SERVES AS THE HEAD OF EACH OF THE SUPPORTED ORGANIZATIONS. AS SUCH, THE PROVINCIAL AND GOVERNING BODY HOLDS SIGNIFICANT INFLUENCE OVER THE INVESTMENT POLICIES AND IN THE DIRECTION OF THE FILING ORGANIZATIONS INCOME AND ASSETS THROUGHOUT THE TAX YEAR. NO DECISIONS CAN BE MADE WITHOUT THEIR APPROVAL Schedule A, Part IV, Section E, Line 2a THE SUPPORTED ORGANIZATIONS INCLUDES THOSE LISTED IN SCHEDULE A PART I LINE G INCLUDE ENTITIES WHOSE ACTIVITIES ARE DIRECTLY SUPPORTED BY THE FILING ORGANIZATION. THE INCOME GENERATED FROM INVESTMENTS MANAGED BY THE FILING ORGANIZATION ENABLES THE FULLFILLMENT OF THE RELIGIOUS PURPOSES OF THE SUPPORTED ORGANIZATIONS. SPECIFICALLY, THIS INCLUDES MANAGEMENT AND MAINTENANCE OF THE ASSETS ASSOCIATED WITH THE CONGREGATION OF THE ALEXIAN BROTHERS. THE FILING ORGANIZATION IS OVERSEEN BY THE PROVINCIAL AND THE GOVERNING BODY OF THE ALEXIAN BROTHERS, WHO ALSO HAVE OVERSIGHT OVER ALL SUPPORTED ORGANIZATIONS. THE FILING ORGANIZATIONS SOLE ACTIVITY IS THE INVESTMENT AND MANAGEMENT OF THE POOLED INVESTMENTS, WHICH ARE MAINTAINED ON BEHALF OF THE SUPPORTED ORGANIZATIONS. Schedule A, Part IV, Section E, Line 2b THE SUPPORTED ORGANIZATIONS WOULD NEED TO MANAGE THEIR INVESTMENTS INDIVIDUALLY IF NOT FOR THE ACTIVITIES CONDUCTED BY THE FILING ORGANIZATION. Form 990, Part VI, Section A, Line 6 THE BROTHERS COMMUNITES AND MINSTRIES INVESTMENT TRUST HAS THREE MEMBERS: 1. ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES ("ABCM"); 2. CONGREGATION OF ALEXIAN BROTHERS, IMMACULATE CONCEPTION PROVINCE, INC. ("ABICP"); 3. BROTHERS OF ST. ALEXIUS HEALTH AND WELFARE FUND, INC. ("BHW") Form 990, Part VI, Section B, Line 11b THE TRUST IS AFFILIATED WITH ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES ("ABCM"), THE CORPORATE ARM OF THE CONGREGATION OF ALEXIAN BROTHERS IMMACULATE CONCEPTION PROVINCE, INC., A ROMAN CATHOLIC RELIGIOUS ORDER OF MEN. ABCM HOLDS OVERSIGHT RESPONSIBILITY FOR THE TRUST. MANAGEMENT IS COMMITTED TO PREPARING AND REVIEWING FORM 990 AND ITS ATTACHED SCHEDULES WITH THOROUGHNESS AND CARE. BEFFORE FILING, THE FORM UNDERGOES REVIEW BY DESIGNATED INDIVIDUALS APPOINTED BY THE PROVINCIAL, WHO REPORTS TO THE PROVINCIAL COUNCIL, THE GOVERNING BODY OF ABCM. THE PROVINCIAL COUNCIL ADDRESSES ANY ISSUES OR CONCERNS AS NECESSARY. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANY DIRECTOR, OFFICER OR COMMITEE MEMBER WITH GOVERNING BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE THE EXISTENCE OF THAT FINANICAL INTEREST. THE INDIVIDUAL WILL BE PROVIDED WITH THE OPPORTUNITY TO SHARE ALL RELEVANT FACTS WITH THE GOVERNING BOARD. THE REMAINING MEMBERS OF THE GOVERNING BOARD OR COMMITTEE WILL THEN DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. ADDITIONALLY, THE ORGANIZATION CONDUCTS REGULAR REVIEWS OF ACTIVITIES TO ENSURE ONGOING COMPLIANCE WITH THE POLICY. IT IS EMPHASIZED THAT, AS A CHARITABLE ORGANIZATION, IT MUST PRIMARILY ENGAGE IN ACTIVITIES THAT FURTHER ITS TAX-EXEMPT PURPOSE TO MAINTAIN ITS FEDERAL TAX-EXEMPT STATUS. Form 990, Part VI, Section C, Line 19 THE TRUSTS FINANICAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ILLINOIS ATTORNEY GENERALS OFFICE AS PART OF THE AG 990-IL FILING. THE ORGANIZATIONS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST ARE NOT AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 INVESTMENT REDEMPTIONS ($200,000) INCOME FROM INVESTMENTS ALLOCATED TO MEMBERS $12,198,191 ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES 600 ALEXIAN WAY ELK GROVE VILLAGE IL 60007 362606768 RELIGIOUS ORDER OF CATHOLIC MEN TX 501C3 N/A 0 BROTHERS OF ST ALEXIUS HEALTH AND WELFARE FUND INC 600 ALEXIAN WAY ELK GROVE VILLAGE IL 60007 362976617 PROVIDES FOR HEALTH & WELFARE PAYMENTS FOR RELIGIOUS SPONSOR TX 501C3 ALEXIAN BROTHERS COMMUNITIES AND MINISTRIES 0 CONGREGATION OF ALEXIAN BROTHERS IMMACULATE CONCEPTION PROVINCE 600 ALEXIAN WAY ELK GROVE VILLAGE IL 60007 362976619 SUPPORTIVE SERVICES FOR THE RELIGIOUS ORDER TX 501C3 ALEXIAN BROTHERS COMMUNTIES AND MINISTRIES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0