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Nonprofit · EIN 36-4390471

BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST

Tax-exempt · ELK GROVE VLG, IL 60007

Financials

$15.9M$15.9M2023$12.3M$12.3M2024
Revenue Expenses · by fiscal year end
Financials of BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,287,356$12,287,356$0$147,251,966$0$147,251,966
December 31, 2023990$15,861,884$15,861,884$0$135,253,776$0$135,253,776
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$12,287,356
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$12,287,356

Balance sheet and other

Total assets, start of year
$135,253,776
Total assets, end of year
$147,251,966
Total liabilities, end of year
$0
Net assets, end of year
$147,251,966
Publicly traded securities
$147,251,966
Net assets with donor restrictions
$147,251,966
Gross receipts
$12,287,356
Employees
0
Volunteers
4
Year formed
2000
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ALEXIAN BROTHERS COMMUNITIES AND MINISTRIESTRUSTEE
Institutional trustee
0$0
BROTHERS OF ST ALEXIUS HEALTH AND WELFARE FUND INCTRUSTEE
Institutional trustee
0$0
CONGREGATION OF ALEXIAN BROTHERS IMMACULATE CONCEPTION PROVINCETRUSTEE
Institutional trustee
0$0
BROTHER THOMAS S KLEIN CFAPRESIDENT AND PROVINCIAL
Officer
1$0
BROTHER STEVE FOGT CFATREASURER
Officer
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ALEXIAN BROTHERS COMMUNITIES AND MINISTRIESTRUSTEE
Trustee or director
0$0
BROTHERS OF ST ALEXIUS HEALTH AND WELFARE FUND INCTRUSTEE
Trustee or director
0$0
CONGREGATION OF ALEXIAN BROTHERS IMMACULATE CONCEPTION PROVINCETRUSTEE
Trustee or director
0$0
BROTHER DANIEL MCCORMICK CFAPRESIDENT AND PROVINCIAL
Officer
1$0
BROTHER STEVE FOGT CFATREASURER
Officer
1$0

Address and contacts

Address (IRS master file)
600 ALEXIAN WAY, ELK GROVE VLG, IL 60007-3370
In care of
% THE ORGANIZATION
Principal officer (990 for 2024)
BROTHER STEVE FOGT, 600 ALEXIAN WAY, ELK GROVE VILLAGE, IL 60007
Signed the 990
STEVE FOGT, TREASURER
Phone
(847) 264-8700

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $12,287,356 · revenue $12,287,356

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-4390471
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$147,251,966
Income (IRS master file)
$12,287,356

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,287,356$12,287,356$147,251,966XML
990-TDecember 2024–––IRS
990December 2023$15,861,884$15,861,884$135,253,776XML
990-TDecember 2023–––IRS
990December 2022$82,246$82,246$120,972,404IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4390471).

Questions about BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST

What is the EIN of BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST?
The employer identification number (EIN) of BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST is 36-4390471.
Is BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST?
The 990 for the year ended December 31, 2024 names BROTHER STEVE FOGT.
Who are the officers and directors of BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,287,356, expenses of $12,287,356 and total assets of $147,251,966 at year end.

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