Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
CHRISTIAN BROTHERS EMPLOYEE
BENEFIT TRUST
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1205 WINDHAM PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROMEOVILLE, IL604461679
D Employer identification number

36-3489253
E Telephone number

G Gross receipts $ 363,156,327
F Name and address of principal officer:
MICHAEL D LESIAK
1205 WINDHAM PARKWAY
ROMEOVILLE,IL604461679
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CBSERVICES.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1987
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 6
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 301,853,940 326,517,440
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 15,301,407 -8,062,339
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 59,955 115,314
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 317,215,302 318,570,415
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 339,822,717 326,647,285
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 339,822,717 326,647,285
19 Revenue less expenses. Subtract line 18 from line 12....... -22,607,415 -8,076,870
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 177,676,687 185,959,166
21 Total liabilities (Part X, line 26)............. 51,603,862 53,898,838
22 Net assets or fund balances. Subtract line 21 from line 20..... 126,072,825 132,060,328
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST WAS ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
PROVIDES A PROGRAM OF SELF-INSURED MEDICAL, DENTAL, VISION, LONG-TERM DISABILITY, AS WELL AS INSURED GROUP LIFE AND AD&D COVERAGE TO EMPLOYEES OF QUALIFIED PARTICIPATING EMPLOYERS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
15
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
6
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
 
No
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
 
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
 
 
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCHRISTIAN BROTHERS SERVICES MICHAEL D LESIAK1205 WINDHAM PARKWAY   ROMEOVILLE,IL604461679 (630) 378-2900
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOHN BARKER......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(2) MARYBETH BRODERICK......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(3) DONNA LAMBERTI......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(4) JAMES NELSON......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(5) DARLENN SANFORD......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0
(6) GREG WOLFE......................................................................
TRUSTEE
 1.00
.................
0.00 		X           0 0 0






















Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CHRISTIAN BROTHERS SERVICES

1205 WINDHAM PARKWAY
ROMEOVILLE,IL604461679 		ADMINISTRATIVE SERVICES 17,207,000
AMERICAN HEALTH HOLDING INC

7400 WEST CAMPUS ROAD
NEW ALBANY,OH43054 		HEALTH CARE SERVICES 443,246
ACCORDANT

4900 KOGER BLVD SUITE 100
GREENSBORO,NC27407 		HEALTH MANAGEMENT CARE FEES 441,416
RISK STRATEGIES COMPANY

160 FEDERAL STREET 4TH FLOOR
BOSTON,MA02110 		BROKER COMMISSIONS 287,622
MERCER HEALTH & BENEFITS LLC

4565 PAYSPHERE CIRCLE
CHICAGO,IL60674 		BROKER COMMISSIONS 221,256
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a CONTRIB-MED/DENT/VIS 900099 342,362,793 342,362,793    
b CONTRIB-LIFE INSURANCE 900099 1,431,199 1,431,199    
c CONTRIB-DISABILITY 900099 1,156,565 1,156,565    
d CONTRIB-HOLIDAY 900099 -18,433,117 -18,433,117    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 326,517,440
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,710,023     2,710,023
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   33,813,550 7a
b Less: cost or other basis and sales expenses   44,585,912 7b
c Gain or (loss)   -10,772,362 7c
d Net gain or (loss).........MediumBullet -10,772,362     -10,772,362
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a LATE CHARGES 900099 115,314 115,314    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 115,314
12 Total revenue. See instructions.....MediumBullet 318,570,415 326,632,754 0 -8,062,339
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 42,617      
c Accounting ........... 45,525      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 386,788      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 656      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL DENTAL & VISION 287,056,087      
b WELLNESS, PPO AND OTHER 18,053,997      
c ADMINISTRATIVE EXPENSES 17,207,000      
d STOP LOSS INSURANCE 1,299,112      
e All other expenses 2,555,503      
25 Total functional expenses. Add lines 1 through 24e 326,647,285      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 19,333,937 1 8,054,896
2 Savings and temporary cash investments ......... 343,463 2 354,455
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 8,844,330 4 9,235,627
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 80,000 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 149,074,957 12 168,314,188
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 177,676,687 16 185,959,166
Liabilities 17 Accounts payable and accrued expenses ..... 3,736,601 17 5,063,425
18 Grants payable ...   18  
19 Deferred revenue ......... 596,000 19 445,861
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 47,271,261 25 48,389,552
26 Total liabilities. Add lines 17 through 25.. 51,603,862 26 53,898,838
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 126,072,825 29 132,060,328
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 0 31 0
32 Total net assets or fund balances ........... 126,072,825 32 132,060,328
33 Total liabilities and net assets/fund balances ........ 177,676,687 33 185,959,166
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
318,570,415
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
326,647,285
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-8,076,870
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
126,072,825
5
Net unrealized gains (losses) on investments ...............
5
14,064,373
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
132,060,328
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
CHRISTIAN BROTHERS EMPLOYEE
BENEFIT TRUST
Employer identification number

36-3489253
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
 
(ii) Related organizations .......................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 0
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) US GOVERNMENT SECURITIES		 9,722,775 F

(B) CORPORATE BONDS		 8,151,554 F

(C) MUTUAL FUNDS		 150,439,859 F
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 168,314,188
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 48,389,552
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 332,248,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 14,064,373
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 14,064,373
3 Subtract line 2e from line 1.................. 3 318,183,627
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 386,788
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 386,788
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 318,570,415
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 326,260,497
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 326,260,497
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 386,788
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 386,788
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 326,647,285
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2020


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
CHRISTIAN BROTHERS EMPLOYEE
BENEFIT TRUST
Employer identification number

36-3489253
Return Reference Explanation
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 CHIEF FINANCIAL OFFICER OF THE ADMINISTRATOR OF THE PLAN WILL REVIEW, SIGN AND FILE THE RETURN ON BEHALF OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MICHAEL LESIAK, 1205 WINDHAM PARKWAY, ROMEOVILLE, IL 60446-1679.
PART V, LINE 3B: THE ORGANIZATION DOES NOT HAVE ANY UNRELATED INCOME AND DOES NOT FILE FORM 990-T.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
CHRISTIAN BROTHERS EMPLOYEE
BENEFIT TRUST
Employer identification number

36-3489253
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)CONFERENCE OF MAJOR SUPERIORS
415 MICHIGAN AVE NE 300

WASHINGTON,DC20017
36-2671613 		RELIGIOUS ORGANIZATION NM 501(C)(3) LINE 1 N/A
 
No
(2)CHRISTIAN BROTHERS SERVICES
1205 WINDHAM PARKWAY

ROMEOVILLE,IL60446
36-3884439 		RELIGIOUS ORGANIZATION IL 501(C)(3) LINE 1 N/A
 
No
(3)A J C U
 
 
         
 
 
(4)ACADEMY OF MOUNT ST URSULA
 
 
         
 
 
(5)ACADEMY SACRED HEART ST CHARLES
 
 
         
 
 
(6)ADORERS OF THE BLOOD OF CHRIST
 
 
         
 
 
(7)ALASKA CONFERENCECATHOLIC BISHOPS
 
 
         
 
 
(8)ALL HALLOWS HIGH SCHOOL
 
 
         
 
 
(9)AMATE HOUSE
 
 
         
 
 
(10)ANDRE HOUSE OF ARIZONA
 
 
         
 
 
(11)ANTHONIAN ASSOCIATION
 
 
         
 
 
(12)APARTMENT COMMUNITY
 
 
         
 
 
(13)AQUINAS INSTITUTE OF THEOLOGY
 
 
         
 
 
(14)AQUINAS LITERACY CENTER
 
 
         
 
 
(15)ARCHDIOCESE OF SEATTLE
 
 
         
 
 
(16)ARRUPE JESUIT HIGH SCHOOL
 
 
         
 
 
(17)ASSOCIATION OF THE MIRACULOUS MEDAL
 
 
         
 
 
(18)AUGUSTINE INSTITUTE
 
 
         
 
 
(19)AVE MARIA PRESS INC
 
 
         
 
 
(20)BASILIAN FATHERS DILLON HOUSE
 
 
         
 
 
(21)BASILIAN FATHERS MISSION
 
 
         
 
 
(22)BELLA NATURAL WOMENS CARE
 
 
         
 
 
(23)BELLARMINE JESUIT RETREAT HOUSE
 
 
         
 
 
(24)BELMONT ABBEY COLLEGE
 
 
         
 
 
(25)BENEDICTINE COLLEGE PREP
 
 
         
 
 
(26)BENEDICTINE MISSION HOUSE
 
 
         
 
 
(27)BENEDICTINE MONKS INC
 
 
         
 
 
(28)BENEDICTINE SISTERS
 
 
         
 
 
(29)BENEDICTINE SISTERS OF VIRGINIA
 
 
         
 
 
(30)BENEDICTINE SISTERSSACRED HEART
 
 
         
 
 
(31)BETHLEHEM FARM INC
 
 
         
 
 
(32)BETHLEHEM UNIVERSITY FOUNDATION
 
 
         
 
 
(33)BISHOP GUERTIN HIGH SCHOOL
 
 
         
 
 
(34)BISHOP MCNAMARA HIGH SCHOOL
 
 
         
 
 
(35)BLESSED SACRAMENT FATHERS
 
 
         
 
 
(36)BOYS HOPE GIRLS HOPE
 
 
         
 
 
(37)BROPHY COLLEGE PREP
 
 
         
 
 
(38)BROTHER DAVID DARST CENTER
 
 
         
 
 
(39)BROTHER MARTIN HIGH SCHOOL
 
 
         
 
 
(40)BROTHER RICE HIGH SCHOOL
 
 
         
 
 
(41)BROTHERS OF HOLY CROSS
 
 
         
 
 
(42)BROTHERS OF THE CHRISTIAN SCHOOLS
 
 
         
 
 
(43)C B LA SALLE HIGH SCHOOL
 
 
         
 
 
(44)CANON LAW SOCIETY
 
 
         
 
 
(45)CAPUCHIN FRANCISCAN FRIARS
 
 
         
 
 
(46)CAPUCHIN FRANCISCAN ORDER OF CA
 
 
         
 
 
(47)CAPUCHINS OF MID AMERICA
 
 
         
 
 
(48)CARDINAL NEWMAN SOCIETY
 
 
         
 
 
(49)CARDINAL SPELLMAN HIGH SCHOOL
 
 
         
 
 
(50)CARMEL AT MISSION VALLEY
 
 
         
 
 
(51)CARMEL OF SAINT JOSEPH
 
 
         
 
 
(52)CARMELITE COMMUNITY AT AYLESFORD
 
 
         
 
 
(53)CARMELITE SPIRITUAL CENTER
 
 
         
 
 
(54)CARMELITE STRSDIVINE HEARTJESUS
 
 
         
 
 
(55)CATHERINES HOUSE INC
 
 
         
 
 
(56)CATHOLIC CAMPUS MINISTRY
 
 
         
 
 
(57)CATHOLIC CEMETERY CONFERENCE
 
 
         
 
 
(58)CATHOLIC CENTRAL HIGH SCHOOL
 
 
         
 
 
(59)CATHOLIC CHARITIES OF CA INC
 
 
         
 
 
(60)CATHOLIC CHARITIES OF SPOKANE
 
 
         
 
 
(61)CATHOLIC CHARITIES OF YAKIMA
 
 
         
 
 
(62)CATHOLIC DIOCESE OF FORT WORTH
 
 
         
 
 
(63)CATHOLIC DIOCESE OF SPOKANE
 
 
         
 
 
(64)CATHOLIC KOLPING SOCIETY
 
 
         
 
 
(65)CATHOLIC LEAGUE
 
 
         
 
 
(66)CATHOLIC MEMORIAL HSWAUKESHA
 
 
         
 
 
(67)CATHOLIC MOBLIZING NETWORK
 
 
         
 
 
(68)CATHOLIC THEOLOGICAL UNION
 
 
         
 
 
(69)CATHOLIC VOLUNTEERS IN FLORIDA
 
 
         
 
 
(70)CCAS INC
 
 
         
 
 
(71)CCSCHS
 
 
         
 
 
(72)CENTER FOR WOMEN IN TRANSITION
 
 
         
 
 
(73)CENTRAL CATHOLIC HIGH SCHOOL
 
 
         
 
 
(74)CHAMINADE HIGH SCHOOL
 
 
         
 
 
(75)CHARISCENTER USA
 
 
         
 
 
(76)CHRIST IN THE CITY
 
 
         
 
 
(77)CHRIST THE KING HIGH SCHOOL
 
 
         
 
 
(78)CHRISTIAN BROTHERS ACADEMY
 
 
         
 
 
(79)CHRISTIAN BROTHERS COLLEGE HIGH SCH
 
 
         
 
 
(80)CHRISTIAN BROTHERS HIGH SCHOOL
 
 
         
 
 
(81)CHRISTIAN BROTHERS OF THE MIDWEST
 
 
         
 
 
(82)CHRISTIAN BROTHERS SCHOOL
 
 
         
 
 
(83)CHRISTIAN BRS CONFERENCE
 
 
         
 
 
(84)CHURCH OF ST JOHN
 
 
         
 
 
(85)CISTERCIAN PREP SCHOOL
 
 
         
 
 
(86)COLLABORATIVE GOVERNANCE
 
 
         
 
 
(87)COLLEGE OF MOUNT SAINT VINCENT
 
 
         
 
 
(88)COLORADO VINCENTIAN VOLUNTEERS
 
 
         
 
 
(89)CONGRHOLY CROSS US PROV
 
 
         
 
 
(90)CONGREGATION OF ST JOSEPH
 
 
         
 
 
(91)CONGREGATION OF THE MISSION WESTERN
 
 
         
 
 
(92)CONGREGATION THE MISSION
 
 
         
 
 
(93)CONTEMPLATIVE OUTREACH
 
 
         
 
 
(94)CONVENT OF HOLY SPIRIT
 
 
         
 
 
(95)COR JESU ACADEMY
 
 
         
 
 
(96)CORAZON A CORAZON
 
 
         
 
 
(97)COUNCIL MAJ SUPERIOR WOMEN REL
 
 
         
 
 
(98)CRIMINAL JUSTICE MINISTRY
 
 
         
 
 
(99)CRISTO REY DALLAS HS INC
 
 
         
 
 
(100)CRISTO REY FT WORTH HIGH SCHOOL
 
 
         
 
 
(101)CRISTO REY JESUIT HIGH SCHOOL
 
 
         
 
 
(102)CRISTO REY RICHMOND HIGH SCHOOL
 
 
         
 
 
(103)CRISTO REY ST VIATOR COLLEGE PREP
 
 
         
 
 
(104)CROSIER FATHERS AND BROTHERS
 
 
         
 
 
(105)CWR
 
 
         
 
 
(106)DAUGHTERS OF CHARITY
 
 
         
 
 
(107)DE LA SALLE ACADEMY
 
 
         
 
 
(108)DE LA SALLE BLACKFEET MIDDLE SCHOOL
 
 
         
 
 
(109)DE LA SALLE HALL
 
 
         
 
 
(110)DE LA SALLE HIGH SCHOOL
 
 
         
 
 
(111)DE LA SALLE INSTITUTE
 
 
         
 
 
(112)DE PAUL CENTER
 
 
         
 
 
(113)DELBARTON SCHOOL
 
 
         
 
 
(114)DEPAUL CRISTO REY HIGH SCHOOL
 
 
         
 
 
(115)DIOCESE OF ALEXANDRIA
 
 
         
 
 
(116)DIOCESE OF BEAUMONT
 
 
         
 
 
(117)DIOCESE OF CHARLESTON
 
 
         
 
 
(118)DIOCESE OF GRAND ISLAND
 
 
         
 
 
(119)DIOCESE OF JEFFERSON CITY
 
 
         
 
 
(120)DIOCESE OF LEXINGTON
 
 
         
 
 
(121)DIOCESE OF LITTLE ROCK
 
 
         
 
 
(122)DIOCESE OF PARMA
 
 
         
 
 
(123)DIOCESE OF RALEIGH
 
 
         
 
 
(124)DIOCESE OF RAPID CITY
 
 
         
 
 
(125)DIOCESE OF SALINA
 
 
         
 
 
(126)DIOCESE OF SHREVEPORT
 
 
         
 
 
(127)DIOCESE OF SPRINGFIELD-CAPE GIRARDEAU
 
 
         
 
 
(128)DIOCESE OF WORCESTER
 
 
         
 
 
(129)DISASTER SERVICES CORPORATION
 
 
         
 
 
(130)DISC CARMELITE NUNS DANVERS
 
 
         
 
 
(131)DISCALCED CARMELITE NUNS
 
 
         
 
 
(132)DIVINE WORD MISSIONARIES
 
 
         
 
 
(133)DIVINE WORD SEMINARY
 
 
         
 
 
(134)DOC INTERNATIONAL RELIGIOUS
 
 
         
 
 
(135)DOMINICAN COLLEGE
 
 
         
 
 
(136)DOMINICAN CONVENTOUR LADY ROSARY
 
 
         
 
 
(137)DOMINICAN HIGH SCHOOL
 
 
         
 
 
(138)DOMINICAN HOME HEALTH AGENCY
 
 
         
 
 
(139)DOMINICAN VOLUNTEERS USA
 
 
         
 
 
(140)DON BOSCO CRISTO REY HIGH SCHOOL
 
 
         
 
 
(141)EAST LAKE ACADEMY
 
 
         
 
 
(142)ENDOW
 
 
         
 
 
(143)EPARCHY OF ST MARON BROOKLYN
 
 
         
 
 
(144)FATHERS OF ST CHARLES
 
 
         
 
 
(145)FEDERATION-DIOCESAN LITURGICAL COMM
 
 
         
 
 
(146)FELICIAN SERVICES INC
 
 
         
 
 
(147)FIERCE ATHLETE INC
 
 
         
 
 
(148)FRAN STRS LADY PERPETUAL HELP
 
 
         
 
 
(149)FRANCISCAN FRIAR ABVM INC
 
 
         
 
 
(150)FRANCISCAN FRIARS OLAP
 
 
         
 
 
(151)FRANCISCAN MISSION SERVICE
 
 
         
 
 
(152)FRANCISCAN MONASTERY
 
 
         
 
 
(153)FRANCISCAN SISTERS
 
 
         
 
 
(154)FRANCISCAN SISTERS LITTLE FALLS
 
 
         
 
 
(155)FRANCISCAN SISTERS OF THE POOR
 
 
         
 
 
(156)FRASSATI CATHOLIC HIGH SCHOOL
 
 
         
 
 
(157)FROM MISSION TO MISSION
 
 
         
 
 
(158)GLENMARY SISTERS
 
 
         
 
 
(159)GODS EMBRACE MINISTRIES
 
 
         
 
 
(160)GONZAGA JESUIT COMMUNITY
 
 
         
 
 
(161)GOOD COUNSEL INC
 
 
         
 
 
(162)GOOD SHEPHERD VOLUNTEERS
 
 
         
 
 
(163)GOSPEL OF LIFE ASSOCIATION
 
 
         
 
 
(164)GUADALUPE ASSOCIATES INC
 
 
         
 
 
(165)HEADWATERS AT INCARNATE WORD
 
 
         
 
 
(166)HOLY ANGELS INC
 
 
         
 
 
(167)HOLY CROSS COLLEGE
 
 
         
 
 
(168)HOLY CROSS HIGH SCHOOL
 
 
         
 
 
(169)HOLY CROSS PREPARATORY ACADEMY
 
 
         
 
 
(170)HOLY CROSS RETREAT CENTER
 
 
         
 
 
(171)HOLY CROSS SCHOOL
 
 
         
 
 
(172)HOLY CROSS SISTERS
 
 
         
 
 
(173)HOLY FAMILY AREA CATHOLIC COMMUNITY
 
 
         
 
 
(174)HOLY FAMILY PASSIONIST RETREAT CTR
 
 
         
 
 
(175)HOLY FAMILY SCHOOL
 
 
         
 
 
(176)HOLY NAME RETREAT CENTER
 
 
         
 
 
(177)HOLY ROSARY PARISH
 
 
         
 
 
(178)HOLY SPIRIT LIFE LEARNING CTR
 
 
         
 
 
(179)HOSPITAL SISTERS OF ST FRANCIS
 
 
         
 
 
(180)HOSPITALLER ORDER ST JOHN GOD
 
 
         
 
 
(181)HOUSE OF LORETO
 
 
         
 
 
(182)HOUSE OF MERCY INC
 
 
         
 
 
(183)I C E L
 
 
         
 
 
(184)IGNATIAN SPIRITUALITY PROJECT
 
 
         
 
 
(185)IN WORD AND WITNESS
 
 
         
 
 
(186)INCARNATE WORD ACADEMY
 
 
         
 
 
(187)INCARNATE WORD FOUNDATION
 
 
         
 
 
(188)INSTITUTE OF THE BLESSED VIRGIN MAR
 
 
         
 
 
(189)INSTITUTE ON RELIGIOUS LIFE
 
 
         
 
 
(190)INSTITUTO FE Y VIDA
 
 
         
 
 
(191)INTERNATIONAL CATHOLIC STEWARDSHIP COUNCIL
 
 
         
 
 
(192)INVESTOR ADVOCATES SOCIAL JUSTICE
 
 
         
 
 
(193)IONA COLLEGE
 
 
         
 
 
(194)IONA PREPARATORY
 
 
         
 
 
(195)JESUIT COLLEGE PREP SCHOOL
 
 
         
 
 
(196)JESUIT COMMUNITY AT JST
 
 
         
 
 
(197)JESUIT HIGH SCHOOL OF NEW ORLEANS
 
 
         
 
 
(198)JESUIT HOUSEWOODLAWN COMMUNITY
 
 
         
 
 
(199)JESUIT VOLUNTEER CORPS
 
 
         
 
 
(200)JESUITS WEST
 
 
         
 
 
(201)JOLIET CATHOLIC ACADEMY
 
 
         
 
 
(202)JULIE HOUSE
 
 
         
 
 
(203)JVC NORTHWEST
 
 
         
 
 
(204)KELLENBERG MEMORIAL HIGH SCHOOL
 
 
         
 
 
(205)KNOM RADIO MISSION INC
 
 
         
 
 
(206)KOINONIA ACADEMY
 
 
         
 
 
(207)L ARCHE NOAH SEALTH OF SEATTLE
 
 
         
 
 
(208)LA SALLE ACADEMY
 
 
         
 
 
(209)LA SALLE HALL
 
 
         
 
 
(210)LA SALLE HIGH SCHOOL
 
 
         
 
 
(211)LA SALLE MANOR RETREAT CENTER
 
 
         
 
 
(212)LAMP MINISTRIES
 
 
         
 
 
(213)LEADERSHIP CONF OF WOMEN RELIGIOUS
 
 
         
 
 
(214)LEVITICUS 2523 ALTERNATIVE FUND
 
 
         
 
 
(215)LEWIS UNIVERSITY
 
 
         
 
 
(216)LIGHTHOUSE CATHOLIC MEDIA NFP
 
 
         
 
 
(217)LITTLE FLOWER CHILD&FAM SERVICES
 
 
         
 
 
(218)LITTLE SISTERS OF THE POOR
 
 
         
 
 
(219)LORETTO STAFF OFFICE
 
 
         
 
 
(220)LOUISVILLE HIGH SCHOOL
 
 
         
 
 
(221)LOVERS OF THE HOLY CROSS
 
 
         
 
 
(222)LOYOLA ACADEMY OF ST LOUIS
 
 
         
 
 
(223)LUMEN CHRISTI INSTITUTE
 
 
         
 
 
(224)MAGNOLIA LAFAYETTE INC
 
 
         
 
 
(225)MANHATTAN COLLEGE
 
 
         
 
 
(226)MARIA KAUPAS CENTER
 
 
         
 
 
(227)MARIA STEIN SHRINE THE HOLY RELICS
 
 
         
 
 
(228)MARIAN CATHOLIC HIGH SCHOOL
 
 
         
 
 
(229)MARIANITES OF HOLY CROSS
 
 
         
 
 
(230)MARIST HIGH SCHOOL
 
 
         
 
 
(231)MARIST SOCIETY INC
 
 
         
 
 
(232)MARTIN DE PORRES SCHOOL INC
 
 
         
 
 
(233)MARYKNOLL SISTERS OF ST DOMINIC INC
 
 
         
 
 
(234)MARYMOUNT CALIFORNIA UNIVERSITY
 
 
         
 
 
(235)MATER DEI PREP
 
 
         
 
 
(236)MAYSLAKE MINISTRIES
 
 
         
 
 
(237)MAYSLAKE VILLAGE
 
 
         
 
 
(238)MEDICAL MISSIONARIES OF MARY
 
 
         
 
 
(239)MEPKIN ABBEY
 
 
         
 
 
(240)MERCY CENTER INC
 
 
         
 
 
(241)MERCY CONFERENCE & RETREAT CENTER
 
 
         
 
 
(242)MERCY HIGH SCHOOL
 
 
         
 
 
(243)MERCY URGENT CARE
 
 
         
 
 
(244)MILWAUKEE CATHOLIC HOME
 
 
         
 
 
(245)MIRAMAR RETREAT CENTER
 
 
         
 
 
(246)MISSION HELPERS OF THE SACRED HEART
 
 
         
 
 
(247)MISSIONARIES OF AFRICA
 
 
         
 
 
(248)MISSIONARIES OF LA SALETTE
 
 
         
 
 
(249)MISSIONARIES OF SACRED HEART
 
 
         
 
 
(250)MISSIONARIES OF THE HOLY FAMILY
 
 
         
 
 
(251)MISSIONARY BENEDICTINE SISTERS
 
 
         
 
 
(252)MISSIONARY SOCIETY OF ST COLUMBAN
 
 
         
 
 
(253)MONASTERY OF THE INFANT JESUS
 
 
         
 
 
(254)MONSIGNOR DONOVAN HIGH SCHOOL
 
 
         
 
 
(255)MONTE CASSINO SCHOOL
 
 
         
 
 
(256)MONTINI HIGH SCHOOL
 
 
         
 
 
(257)MONTSERRAT JESUIT RETREAT HOUSE
 
 
         
 
 
(258)MOTHER OF GOOD COUNSEL HOME
 
 
         
 
 
(259)MOUNT ASSISI CONVENT
 
 
         
 
 
(260)MOUNT CARMEL ACADEMY
 
 
         
 
 
(261)MOUNT CARMEL HIGH SCHOOL
 
 
         
 
 
(262)MOUNT PROVIDENCE
 
 
         
 
 
(263)MOUNT ST MICHAEL CATHOLIC SCHOOL
 
 
         
 
 
(264)MSGR MCCLANCY MEMORIAL HIGH SCHOOL
 
 
         
 
 
(265)MT ST MARY COLLEGEBISHOP DUNN
 
 
         
 
 
(266)N A C P A
 
 
         
 
 
(267)NATIONAL CATHOLIC SERVICES LLC
 
 
         
 
 
(268)NATIONAL FUNDCATH REL VOCATIONS
 
 
         
 
 
(269)NATIONAL RELIGIOUS VOCATION CONFER
 
 
         
 
 
(270)NAZARETH ACADEMY
 
 
         
 
 
(271)NAZARETH ACADEMY GRADE SCHOOL
 
 
         
 
 
(272)NAZARETH ACADEMY HIGH SCHOOL
 
 
         
 
 
(273)NAZARETH FARM INC
 
 
         
 
 
(274)NAZARETH REGIONAL HIGH SCHOOL
 
 
         
 
 
(275)NERINX HALL
 
 
         
 
 
(276)NEW MELLERAY ABBEY
 
 
         
 
 
(277)NEXT STEP LEARNING CENTER
 
 
         
 
 
(278)NOONAN ACADEMY
 
 
         
 
 
(279)NOTRE DAME ACADEMY
 
 
         
 
 
(280)NOTRE DAME HIGH SCHOOL ST LOUIS
 
 
         
 
 
(281)NURSING SISTERS
 
 
         
 
 
(282)OBLATES OF ST FRANCIS
 
 
         
 
 
(283)OLDENBURG ACADEMYIMMACULATE CONCEPTION
 
 
         
 
 
(284)OUR LADY OF FATIMA VILLA FOUNDATION
 
 
         
 
 
(285)OUR LADY OF FLORIDA SPIRITUAL CNTR
 
 
         
 
 
(286)OUR LADY OF MERCY ACADEMY
 
 
         
 
 
(287)OUR LADY OF PERPETUAL HELP HOME
 
 
         
 
 
(288)OUR LADY OF VICTORY
 
 
         
 
 
(289)PASSIONIST COMMUNICATIONS
 
 
         
 
 
(290)PASSIONIST MONASTERY
 
 
         
 
 
(291)PASSIONISTS OF HOLY CROSS PROVINCE
 
 
         
 
 
(292)PAULIST FATHERS
 
 
         
 
 
(293)PEOPLE OF HOPE
 
 
         
 
 
(294)PHJC MINISTRIES
 
 
         
 
 
(295)PONTIFICAL NORTH AMERICAN COLLEGE
 
 
         
 
 
(296)PRECIOUS BLOOD MINISTRY
 
 
         
 
 
(297)PRESTON HIGH SCHOOL
 
 
         
 
 
(298)PROPAGATION OF THE FAITH
 
 
         
 
 
(299)PROVIDENCE CRISTO REY HIGH SCHOOL
 
 
         
 
 
(300)PROVIDENCE HIGH SCHOOL
 
 
         
 
 
(301)PROVINCE MOST SACRED HEART OF JESUS
 
 
         
 
 
(302)PROVINCE OF OUR LADY OF CONSOLATION
 
 
         
 
 
(303)PROVINCE OF ST MARYCAPUCHIN ORDER
 
 
         
 
 
(304)RCRI
 
 
         
 
 
(305)REGINA DOMINICAN HIGH SCHOOL
 
 
         
 
 
(306)RELEVANT RADIO INC
 
 
         
 
 
(307)RELIGIOUS FORMATION CONFERENCE
 
 
         
 
 
(308)RELIGIOUS TEACHERS FILIPPINI
 
 
         
 
 
(309)RESURRECTION COLLEGE PREP HIGH SCHOOL
 
 
         
 
 
(310)ROSARY HIGH SCHOOL
 
 
         
 
 
(311)ROSARY HILL HOME
 
 
         
 
 
(312)ROYAL PALM ACADEMY
 
 
         
 
 
(313)RURAL PARISH CHRIST THE KING
 
 
         
 
 
(314)SACRED HEART COMMUNITY
 
 
         
 
 
(315)SACRED HEART HOME
 
 
         
 
 
(316)SACRED HEART MERCY HEALTH CARE CNTR
 
 
         
 
 
(317)SAINT AUGUSTINE ACADEMY
 
 
         
 
 
(318)SAINT GERTRUDE HIGH SCHOOL
 
 
         
 
 
(319)SAINT IGNATIUS JESUIT
 
 
         
 
 
(320)SAINT JOAN ANTIDA HIGH SCHOOL
 
 
         
 
 
(321)SAINT JOSEPH HIGH SCHOOL
 
 
         
 
 
(322)SAINT JOSEPH'S COLLEGE
 
 
         
 
 
(323)SAINT MARYS COLLEGE
 
 
         
 
 
(324)SAINT PAULS OUTREACH
 
 
         
 
 
(325)SAINT THOMAS MORE HIGH SCHOOL
 
 
         
 
 
(326)SAINT VIATOR HIGH SCHOOL
 
 
         
 
 
(327)SALESIAN SISTERS
 
 
         
 
 
(328)SALESIAN SOCIETY
 
 
         
 
 
(329)SALVATORIAN CENTER
 
 
         
 
 
(330)SAN ANTONIO INTERCOMMNTY FIN OFFICE
 
 
         
 
 
(331)SAN JOSE CLINIC
 
 
         
 
 
(332)SAN MIGUEL ACADEMY
 
 
         
 
 
(333)SAN MIGUEL CATHOLIC HS
 
 
         
 
 
(334)SCHOOL SISTERS OF ST FRANCIS
 
 
         
 
 
(335)SELECT BROOKLYN QUEENS CATH HIGH SCHOOL
 
 
         
 
 
(336)SERRA ITNLNATL COUNCIL USA
 
 
         
 
 
(337)SERVANT RELIEF INCURABLE CANCER
 
 
         
 
 
(338)SERVANTS OF MARY
 
 
         
 
 
(339)SERVANTS OF THE HOLY HEART OF MARY
 
 
         
 
 
(340)SETON CENTER
 
 
         
 
 
(341)SHRINE OF OUR LADY OF LA SALETTE
 
 
         
 
 
(342)SHRINE OF ST JUDE
 
 
         
 
 
(343)SINSINAWA MOUND CENTER
 
 
         
 
 
(344)SISTERS OF CHARITY
 
 
         
 
 
(345)SISTERS OF CHARITY OF NEW YORK
 
 
         
 
 
(346)SISTERS OF CHRISTIAN CHARITY
 
 
         
 
 
(347)SISTERS OF HOLY FAMILY OF NAZARETH
 
 
         
 
 
(348)SISTERS OF LIVING WORD
 
 
         
 
 
(349)SISTERS OF LORETTO
 
 
         
 
 
(350)SISTERS OF MERCY NC FOUND
 
 
         
 
 
(351)SISTERS OF MERCY NYPPAW
 
 
         
 
 
(352)SISTERS OF MERCY OF THE AMERICAS
 
 
         
 
 
(353)SISTERS OF MERCY-SOUTH CENTRAL
 
 
         
 
 
(354)SISTERS OF NOTRE DAME OF THE UNITED STATES
 
 
         
 
 
(355)SISTERS OF SAINT CASIMIR
 
 
         
 
 
(356)SISTERS OF ST DOMINIC OF BLAUVELT
 
 
         
 
 
(357)SISTERS OF ST FRANCIS
 
 
         
 
 
(358)SISTERS OF ST JOSEPH TOSF
 
 
         
 
 
(359)SISTERS OF ST LOUIS
 
 
         
 
 
(360)SISTERS OF THE DIVINE COMPASSION
 
 
         
 
 
(361)SISTERS OF THE HOLY NAMES
 
 
         
 
 
(362)SISTERS PLACE INC
 
 
         
 
 
(363)SOC OF AFRICAN MISSIONS INC
 
 
         
 
 
(364)SOC ST VINCENT DE PAUL
 
 
         
 
 
(365)SOCST VINCENT DEPAULOSHKOSH
 
 
         
 
 
(366)SOCIETY OF DIVINE WORD
 
 
         
 
 
(367)SOCIETY OF LITTLE FLOWER
 
 
         
 
 
(368)SOCIETY OF MOUNT CARMEL
 
 
         
 
 
(369)SOCIETY OF ST VINCENT DE PAUL
 
 
         
 
 
(370)SOCIETY OF THE DIVINE WORD
 
 
         
 
 
(371)SOCIETY OF THE HOLY CHILD JESUS
 
 
         
 
 
(372)SOCIETY OF THE PRECIOUS BLOOD
 
 
         
 
 
(373)SOCIETYST VINCENT DEPAUL-DALLAS
 
 
         
 
 
(374)SRS OF ST BENEDICT
 
 
         
 
 
(375)ST VINCENT DEPAUL PARISH
 
 
         
 
 
(376)ST AGNES ACADEMY
 
 
         
 
 
(377)ST AGNES HOME
 
 
         
 
 
(378)ST ANTHONYS HIGH SCHOOL SOUTH HUNTINGTON
 
 
         
 
 
(379)ST BENEDICTS MONASTERY
 
 
         
 
 
(380)ST CAMILLUS HEALTH SYSTEM INC
 
 
         
 
 
(381)ST CHARLES COLLEGE
 
 
         
 
 
(382)ST CLEMENTS HEALTH CARE CENTER
 
 
         
 
 
(383)ST DOMINICS CHURCH
 
 
         
 
 
(384)ST EDWARD SCHOOL
 
 
         
 
 
(385)ST EDWARDS CHURCH
 
 
         
 
 
(386)ST ELIZABETH ADULT DAY CARE CENTER
 
 
         
 
 
(387)ST FRANCIS CONVENT INC
 
 
         
 
 
(388)ST FRANCIS DE SALES CHURCH
 
 
         
 
 
(389)ST FRANCIS RETREAT
 
 
         
 
 
(390)ST FRANCIS VILLAGE INC
 
 
         
 
 
(391)ST JOHN OF GOD COMMUNITY SVCS
 
 
         
 
 
(392)ST JOHN THE BAPTIST CATHOLIC CHURCH
 
 
         
 
 
(393)ST JOHN VIANNEY HIGH SCHOOL
 
 
         
 
 
(394)ST JOHNS COLLEGE HIGH SCHOOL
 
 
         
 
 
(395)ST JOSEPH CATHOLIC ACADEMY
 
 
         
 
 
(396)ST JOSEPH HIGH SCHOOL
 
 
         
 
 
(397)ST JOSEPH THE WORKER
 
 
         
 
 
(398)ST JOSEPH VILLA
 
 
         
 
 
(399)ST JOSEPHS ABBEY
 
 
         
 
 
(400)ST JOSEPHS CATHOLIC SCHOOL
 
 
         
 
 
(401)ST JOSEPHS NURSING HOME
 
 
         
 
 
(402)ST JOSEPHS SCHOOL FOR THE BLIND
 
 
         
 
 
(403)ST LOUIS UNIVERSITY HIGH SCHOOL
 
 
         
 
 
(404)ST LUCYS PRIORY HIGH SCHOOL
 
 
         
 
 
(405)ST MARY ACADEMY BAY VIEW
 
 
         
 
 
(406)ST MARYS DOMINICAN HIGH SCHOOL
 
 
         
 
 
(407)ST MARYS RYKEN HIGH SCHOOL
 
 
         
 
 
(408)ST MARYS SPRINGS ACADEMY
 
 
         
 
 
(409)ST MONICA ACADEMY
 
 
         
 
 
(410)ST MONICAS SENIOR LIVING
 
 
         
 
 
(411)ST PATRICK HIGH SCHOOL
 
 
         
 
 
(412)ST PAUL OF THE CROSS
 
 
         
 
 
(413)ST PAULS BENEVOLENT
 
 
         
 
 
(414)ST PAULS HIGH SCHOOL
 
 
         
 
 
(415)ST PETERS CHURCH AND RECTORY
 
 
         
 
 
(416)ST PIUS PRIORY
 
 
         
 
 
(417)ST PIUS X HIGH SCHOOL
 
 
         
 
 
(418)ST SCHOLASTICA MONASTERY
 
 
         
 
 
(419)ST STANISLAUS CEMETERY
 
 
         
 
 
(420)ST THOMAS AQUINAS COLLEGE
 
 
         
 
 
(421)ST VINCENT DE PAULAPPLETON INC
 
 
         
 
 
(422)ST VINCENT DEPAUL SOCIETY
 
 
         
 
 
(423)ST WILLIAMS CARE CENTER
 
 
         
 
 
(424)ST XAVIER HIGH SCHOOL
 
 
         
 
 
(425)STRS OF INCARNATE WORDBL SACRAMENT
 
 
         
 
 
(426)STRS OF MERCY OF THE AMERICAS INC
 
 
         
 
 
(427)STRS OF NOTRE DAME DE NAMUR
 
 
         
 
 
(428)STRS OF THE GOOD SHEPHERD
 
 
         
 
 
(429)STRS OF THE PRECIOUS BLOOD
 
 
         
 
 
(430)STRSCHARITY FOUNDATION OF SC
 
 
         
 
 
(431)STRSST FRANCIS PERPETUAL ADORATION
 
 
         
 
 
(432)STRSST FRANCISHOLY CROSS
 
 
         
 
 
(433)SVDP RHODE ISLAND
 
 
         
 
 
(434)TAYLOR MANOR NURSING HOME
 
 
         
 
 
(435)THE A C S C
 
 
         
 
 
(436)THE CATHOLIC FOUNDATION
 
 
         
 
 
(437)THE CATHOLIC FOUNDATION OF NC
 
 
         
 
 
(438)THE GIVEN INSTITUTE
 
 
         
 
 
(439)THE HAITIAN PROJECT INC
 
 
         
 
 
(440)THE HEIGHTS SCHOOL
 
 
         
 
 
(441)THE HIGHLANDS SCHOOL
 
 
         
 
 
(442)THE ORANGE CATHOLIC FOUNDATION
 
 
         
 
 
(443)THE PINES CATHOLIC CAMP
 
 
         
 
 
(444)THE REDEMPTORISTS
 
 
         
 
 
(445)THE SAINT AUSTIN SCHOOL
 
 
         
 
 
(446)THE TRINITARIANS
 
 
         
 
 
(447)THE URSULINE SCHOOL
 
 
         
 
 
(448)THE VILLAGE OF ST EDWARD
 
 
         
 
 
(449)THERESIANS INTERNATIONAL
 
 
         
 
 
(450)TRAPPIST ABBEY
 
 
         
 
 
(451)TRINITY MISSIONS
 
 
         
 
 
(452)UNION SISTERS OF THE PRESENTATION
 
 
         
 
 
(453)UNITED STAND FAMILY CENTER
 
 
         
 
 
(454)URSULINE ACADEMY
 
 
         
 
 
(455)URSULINE PROVINCIALATE
 
 
         
 
 
(456)URSULINE SISTERS OF MOUNT ST JOSEPH
 
 
         
 
 
(457)US CATHOLIC MISSION ASSOCIATION
 
 
         
 
 
(458)US CENTRALSOUTH PROV SOC OF JESUS
 
 
         
 
 
(459)US PROV BROTHERS SACRED HEART
 
 
         
 
 
(460)VAGABOND MISSIONS
 
 
         
 
 
(461)VILLA MADONNA SCHOOL
 
 
         
 
 
(462)VILLA MARIA EDUCATION CENTER
 
 
         
 
 
(463)VILLA SCALABRINI CENTER
 
 
         
 
 
(464)VILLA ST BENEDICT
 
 
         
 
 
(465)VISITATION ACADEMY
 
 
         
 
 
(466)WAUKESHA CATHOLIC SCHOOL
 
 
         
 
 
(467)WEDIGNIFY
 
 
         
 
 
(468)WHEATON FRANCISCAN
 
 
         
 
 
(469)WHITEFRIARS HALL
 
 
         
 
 
(470)WHOLE HEALTH OUTREACH
 
 
         
 
 
(471)WILLOWS ACADEMY
 
 
         
 
 
(472)WOODLANDS ACADEMY
 
 
         
 
 
(473)WYOMING CATHOLIC COLLEGE
 
 
         
 
 
(474)XAVERIAN MISSIONARIESUS PROVINCIAL
 
 
         
 
 
(475)XAVIER COLLEGE PREP HIGH SCHOOL
 
 
         
 
 
(476)YOUTH APOSTLES INSTITUTE
 
 
         
 
 
(477)YUMA CATHOLIC HIGH SCHOOL
 
 
         
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


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