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Passes our checks

Brothers Communities and Ministries Investment Trust

EIN 36-4390471 · Elk Grove Vlg, IL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair56 out of 100GovernanceGood77 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$12.3 million
Spending
$12.3 million
Spent on programs
100%
Reserves
0 months of spending
Largest source of income
investment income, 100%
Employees
0
Volunteers
4

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 56 out of 100. Higher than 13% of charities in its peer group (philanthropy, $10m to $100m).

  • Reserves

    4 of 35

    Spendable reserves would cover 0.0 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    12 of 15

    Income exceeded spending by 0% of income.

  • Income trend

    5 of 15

    Income fell 23% on the year before.

  • Spending floor

    15 of 15

    100% of spending went to programs.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 77 out of 100. Higher than 9% of charities in its peer group (philanthropy, $10m to $100m).

  • Independent board

    18 of 25

    3 of 3 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $12.3 million spent. 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.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since October 2000.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

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