Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Brotherhood Mutual Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)6400 Brotherhood Way
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fort Wayne, IN46825
A Employer identification number

20-3618117
B Telephone number (see instructions)

(260) 482-8668
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$740,004J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,126,629
2 Check right arrow.............
3 Interest on savings and temporary cash investments 28,320 28,320  
4 Dividends and interest from securities... 1,826 1,826  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,715
b Gross sales price for all assets on line 6a 2,476,031
7 Capital gain net income (from Part IV, line 2)... 2,243,701
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
61,447    
12 Total. Add lines 1 through 11........ 2,314,937 2,273,847  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13 13    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,185 31,185    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
159,243 159,243    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 190,441 190,441   0
25 Contributions, gifts, grants paid....... 1,769,925 1,769,925
26 Total expenses and disbursements. Add lines 24 and 25 1,960,366 190,441   1,769,925
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 354,571
b Net investment income (if negative, enter -0-) 2,083,406
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 7,212 13,147 13,147
2 Savings and temporary cash investments......... 125,534 726,857 726,857
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 252,687    
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 385,433 740,004 740,004
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 385,433 740,004
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 385,433 740,004
30 Total liabilities and net assets/fund balances (see instructions). 385,433 740,004
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
385,433
2
Enter amount from Part I, line 27a .....................
2
354,571
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
740,004
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
740,004
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,243,701
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 28,959
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 28,959
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,959
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 33,100
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,141
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,141 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.brotherhoodmutual.com
14
The books are in care ofright arrowMatthew G Hirschy Telephone no.right arrow (260) 482-8668

Located atright arrow6400 Brotherhood WayFort WayneIN ZIP+4right arrow468254238
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Mark A Robison President
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Matthew G Hirschy Treasurer
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Jessica M Inniger Vice President
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Christopher R Harvey Vice President
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Mitzi L Thomas Vice President
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Steve W Case Vice President
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Erin E Meyer Secretary
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
Kathy Bruce Vice President
0.00 		0    
6400 Brotherhood Way
Fort Wayne,IN46825
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
645,980
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
645,980
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
645,980
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,690
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
636,290
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
31,815
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
31,815
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,959
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,959
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,856
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,856
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,856
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,769,925
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,769,925
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,856
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,191,974
b From 2019...... 1,046,396
c From 2020...... 1,293,855
d From 2021...... 1,479,137
e From 2022...... 1,874,791
f Total of lines 3a through e ........ 6,886,153
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,769,925
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,856
e Remaining amount distributed out of corpus 1,767,069
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,653,222
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,191,974
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		7,461,248
10 Analysis of line 9:
a Excess from 2019.... 1,046,396
b Excess from 2020.... 1,293,855
c Excess from 2021.... 1,479,137
d Excess from 2022.... 1,874,791
e Excess from 2023.... 1,767,069
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Kingdom Advancing Grant Committee
6400 Brotherhood Way
Fort Wayne,IN46825
(800) 333-3735
bThe form in which applications should be submitted and information and materials they should include:
https://www.brotherhoodmutual.com/kingdom-advancing-grant/
cAny submission deadlines:
Open January 1, 2024 - March 31, 2024
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Available to Christian Churches
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
A Hope Center


3630 Hobson Road
Fort Wayne,IN46815 		  PC Donation 25,000
Advance America


101 W Ohio Street Suite 600
Indianapolis,IN46204 		  PC General Expenses 6,000
Allen County Jail Chaplaincy


417 South Calhoun Street
Fort Wayne,IN46802 		  PC General Expenses 5,000
All Tribes Church


1647 Lipan Highway
Granbury,TX76048 		  PC Donation - Mission Trip 750
American Family Association of Indi


PO Box 40307
Indianapolis,IN46240 		  PC General Expenses 6,000
African Mission Healthcare


101 N Woodland Blvd Suite 500
Deland,FL32720 		  PC General Expenses 1,000
Associated Churches of Fort Wayne


602 E Wayne Street
Fort Wayne,IN46802 		  PC General Expenses 45,000
Audiences Unlimited


227 E Washington Blvd Ste 301
Fort Wayne,IN46802 		  PC General Expenses 500
Augustinian Defenders of the Rights


2130 South 21st St
Philadelphia,PA19145 		  PC General Expenses 7,500
Bethel University


1001 Bethel Circle
Mishawaka,IN46545 		  PC General Expenses 10,000
Better Business Bureau of North IN


4011 Parnell Avenue
Fort Wayne,IN46805 		  PC Donation - Integrity Scholarship 2,250
Blackhawk Ministries


7400 E State Blvd
Fort Wayne,IN46815 		  PC Donation 3,000
Bridge of Grace


5100 Gaywood Drive
Fort Wayne,IN46806 		  PC General Expenses 80,000
Cancer Services


6316 Mutual Drive
Fort Wayne,IN46825 		  PC General Support 2,500
Community Harvest Food Bank


999 East Tillman Road
Fort Wayne,IN46816 		  PC General Expenses 5,000
Courageous Healing Inc


2013 S Anthony Blvd
Fort Wayne,IN46803 		  PC Donation 7,500
Cross Connections


4618 East State Blvd Suite 300
Fort Wayne,IN46815 		  PC Donation 5,000
Destiny Rescue


10399 Dawsons Creek Blvd Suite C
Fort Wayne,IN46825 		  PC General Expenses 10,000
Erin's House


5670 YMCA Park Drive
Fort Wayne,IN46835 		  PC General Expenses 1,000
Euell A Wilson Center


1512 Oxford Street
Fort Wayne,IN46806 		  PC General Expenses 28,237
Fellowship of Christian Athletes


576 Geiger Drive Ste B
Roanoke,IN46783 		  PC General Expenses 10,150
Forgotten Children Worldwide


650 N Main Street
Bluffton,IN46714 		  PC General Expenses 6,500
Fort Wayne Childrens Choir


2101 Coliseum Blvd
Fort Wayne,IN46805 		  PC Donation 1,000
Fort Wayne Habitat Humanity


2020 E Washington Blvd
Fort Wayne,IN46802 		  PC ReStore, General Expenses 100,000
Fort Wayne Philharmonic


4901 Fuller Drive
Fort Wayne,IN46835 		  PC General Expenses 5,000
Fort Wayne Sexual Assult Treatment


1420 Kerrway Court
Fort Wayne,IN46805 		  PC Donation 2,500
Fostering Hope for Children


3506 Stellhorn Road
Fort Wayne,IN46815 		  PC General Expenses 3,500
Four 10 Ministries


2712 Baywood Trail
Fort Wayne,IN46845 		  PC Banquet Sponsorship 6,000
Full Strength Ministries


6400 Brotherhood Way
Fort Wayne,IN46825 		  PC General Operations 500,000
Grabill Missionary Church


PO Box 279
Grabill,IN46741 		  PC General Expenses 6,350
Greater Fort Wayne Campus Ministrie


2101 E Coliseum Blvd
Fort Wayne,IN46805 		  PC General Expenses 10,000
Hearten House


PO Box 807
Auburn,IN46706 		  PC Donation 10,000
Hope Alive


1747 N Wells St
Fort Wayne,IN46808 		  PC General Expenses 4,200
Hope Grafted IN


15133 Baroness Place
Leo,IN46765 		  PC Donation 2,000
Huntington University


2303 College Ave
Huntington,IN46750 		  PC General Expenses 10,000
Inspiration Ministries


138 East 7th Street
Auburn,IN46706 		  PC General Expenses 10,000
International House


429 E Dupont Road
Fort Wayne,IN46825 		  PC General Support 2,500
Jennifer's Harbor


8018 Meadows Court
Fort Wayne,IN46815 		  PC Donation 1,500
Junior Achievement of Ft Wayne


601 Noble Drive
Fort Wayne,IN46825 		  PC General Expenses 1,000
Kate's Kart Inc


429 East Dupont Road 119
Fort Wayne,IN46825 		  PC Donation 1,500
Lakewood Park Christian School


5555 CR 29
Auburn,IN46706 		  PC Gala Sponsor 2,500
Lexi's Voice


2305 Westbrook Drive
Fort Wayne,IN46805 		  PC Donation 1,000
Lifesong


PO Box 9
Gridley,IL61744 		  PC Donation 1,500
Love Church


1331 E Berry Street
Fort Wayne,IN46803 		  PC Donation 6,000
Miracle Camp Retreat Center


25281 80th Avenue
Lawton,MI49065 		  PC Donation 5,000
NeighborLink


2826 S Calhoun St
Fort Wayne,IN46807 		  PC General Expenses 10,000
New Mercies Ministries


429 E Dupont Road 68
Fort Wayne,IN46825 		  PC Donation 17,500
Northeast Indiana Young Life


3308 Arrowwood Dr
Fort Wayne,IN46815 		  PC General Expenses 15,000
Out of A Jam


322 W Woodland Ave
Fort Wayne,IN46807 		  PC Donation 5,000
Rebel Ministries


6365 County Road 45
Saint Joe,IN46785 		  PC General Expenses 1,000
Redemption House


2720 Fairfield Avenue
Fort Wayne,IN46807 		  PC General Expenses 40,000
Remedy Live FM


6429 Oakbrook Parkway
Fort Wayne,IN46825 		  PC General Expenses 41,493
Rescue Ministries


301 W Superior St
Fort Wayne,IN46802 		  PC General Expenses 50,000
RMHC of Northeast Indiana


11109 Parkview Plaza Dr
Fort Wayne,IN46845 		  PC Rhinestone Rodeo 3,000
Run Hard Rest Well


1596 S 150 W
Albion,IN46701 		  PC General Expenses 500
Salvation Army


2901 North Clinton Street
Fort Wayne,IN46805 		  PC General Support 15,000
St Joseph Missions


6320 Constitution Dr
Fort Wayne,IN46804 		  PC General Expenses 7,500
St Vincent Depaul AHG IN


921 E Dupont Road PMB 881
Fort Wayne,IN46825 		  PC General Expenses 15,000
Star Educational Media Network


8 Martin Luther Drive
Fort Wayne,IN46825 		  PC General Expenses 3,500
Taylor University


236 West Reade Ave
Upland,IN46989 		  PC General Expenses 30,000
The Lighthouse


3000 E State Blvd
Fort Wayne,IN46805 		  PC General Expenses 11,000
The Mindcap Center


6507 Constitution Drive
Fort Wayne,IN46804 		  PC Donation 3,000
United Way of Allen County


334 E Berry Street
Fort Wayne,IN46802 		  PC General Expenses 7,500
United Adoration


1025 Vance Ave
Fort Wayne,IN46805 		  PC General Expenses 10,000
Vera Bradley Foundation


12420 Stonebridge Road
Roanoke,IN46783 		  PC Classic Sponsor 5,000
WBCL Radio Network


1115 W Rudisill Blvd
Fort Wayne,IN46807 		  PC General Expenses 21,640
Woodburn Christian


PO Box 459
Woodburn,IN46797 		  PC Donation 5,000
World Baseball Academy


1701 Freeman Street
Fort Wayne,IN46802 		  PC Donation 1,000
World Ventures


23526 Dawkins Rd
Woodburn,IN46797 		  PC Serbia Support 33,750
YMCA of Greater Fort Wayne


347 W Berry Street
Fort Wayne,IN46802 		  PC General Expenses 20,000
Youth for Christ


6427 Oakbrook Parkway
Fort Wayne,IN46825 		  PC General Expenses 80,000
Every Black Life Matters


539 W Commerce St 2451
Dallas,TX75208 		  PC Donation 5,000
Fire Light Productions


7025 Old Trail Road PO Box 9098
Fort Wayne,IN46899 		  PC Donation 1,000
Garrett High School FCA


6643 Ruby Springs Parkway
Auburn,IN46706 		  PC Donation 500
Grace Brethen Church


211 N Cleveland Massillon Rd
Akron,OH44333 		  PC Kingdom Advancing Grant 12,500
Hope International


227 Granite Run Dr Suite 250
Lancaster,PA17601 		  PC Donation 2,500
Indiana Sheriff's Association


7124 E County Road Suite B
Avon,IN46123 		  PC Donation 500
Intervarsity Christian Fellowship


10812 River Oaks Drive
Fort Wayne,IN46845 		  PC Donation 2,500
Life Church Inc


2223 N Washington Ave
Cookeville,TN38501 		  PC Kingdom Advancing Grant 12,500
Lifewise Academy


PO Box 735133
Chicago,IL60673 		  PC General Expenses 15,000
The Brandon Foundation


PO Box 15966
Fort Wayne,IN46885 		  PC Donation 1,150
The Jeannette Church Plant


227 S 4th St
Jeannette,PA15644 		  PC Kingdom Advancing Grant 12,500
The River Christian Church


1515 Magnavox Way
Fort Wayne,IN46804 		  PC Donation 1,000
University of St Francis


2701 Spring Street
Fort Wayne,IN46808 		  PC Donation 7,000
Warner Camp


60 55th St
Grand Junction,MI49056 		  PC Donation 21,743
YWCA of NE Indiana


5920 Decatur Road
Fort Wayne,IN46816 		  PC Donation 25,000
Bible Center Church


602 Patrick Street
Charleston,WV25387 		  PC Donation 8,000
Boy Scouts of America


8315 W Jefferson Blvd
Fort Wayne,IN46804 		  PC Donation 1,000
Campus Outreach


2200 Briarwood Wayne
Birmingham,AL35243 		  PC Donation - Orlando Project 250
Christ Child Festival


3009 Sanddarac Lane
Fort Wayne,IN46805 		  PC Donation 2,500
Citipoint Church


3302 Cedardale Road
Mount Vermon,WA98274 		  PC Donation 8,000
City Life Center


3701 S Calhoun St
Fort Wayne,IN46807 		  PC Donation 2,150
Community Foundation


555 E Wayne Street
Fort Wayne,IN46802 		  PC Donation 7,500
Compass Financial Ministries


10510 Bay Bridge Court
Fort Wayne,IN46845 		  PC Donation 1,000
Concordia Lutheran


1601 St Joe River Drive
Fort Wayne,IN46805 		  POF Donation - Sponsorship 2,000
County Line Church of God


7716 N County Line Road E
Auburn,IN46706 		  PC Donation - Sponsorship 2,500
Covenant Impact Center


3420 E Paulding Rd
Fort Wayne,IN46816 		  PC Donation 15,500
Crossing National Inc


515 South Maine St
Elkhart,IN46516 		  PC Donation 3,000
Delight Ministries


2110 Blair Blvd
Nashville,TN37212 		  PC Donation 1,000
Douglas Leadership Institute


PO Box 87613
Montgomery Village,MD20886 		  PC Donation 10,000
Fellowship Missionary Church


2536 E Tillman Rd
Fort Wayne,IN46816 		  PC Donation 150
Fort Wayne Chinese School


11015 Monte Vista Court
Fort Wayne,IN46814 		  PC Donation 1,000
Headwaters Church


2000 North Wells St
Fort Wayne,IN46808 		  PC Donation 1,500
Health Visions Midwest


5800 Fairfeild Avenue
Fort Wayne,IN46807 		  PC Donation 500
Immgirant Connection


PO Box 7078
Fishers,IN46038 		  PC Donation 10,000
Journey Besides Mothers


624 E Wayne St
Fort Wayne,IN46802 		  PC Donation 500
Junior Achievement


550 E Wallen Rd
Fort Wayne,IN46825 		  PC Donation 1,000
Lutheran Schools Partnership


1601 St Joe River Drive
Fort Wayne,IN46805 		  PC Donation 2,000
Master's Pantry Food Bank


PO Box 105
Markle,IN46770 		  PC Donation 125
Mindcap


6507 Constitution Drive
Fort Wayne,IN46804 		  PC Donation 10,000
National Young Leaders Institute Ex


1515 Edenton Drive
Fort Wayne,IN46804 		  PC Donation 5,000
Pathway Church


1206 E Dupont Rd
Fort Wayne,IN46825 		  PC 23750 23,750
Powerhouse Youth Center


830 Main St
New Haven,IN46774 		  PC Donation 1,500
Rescue Mission


404 E Washington Blvd
Fort Wayne,IN46802 		  PC Donation 23,237
Right to Life of Northeast Indiana


3106 Lake Avenue
Fort Wayne,IN46805 		  PC Donation 2,000
Shalom Community Christian Church


2227 Pinecroft Rd
Greensboro,NC27407 		  PC Donation 7,000
Smith Academy For Excellence


725 W Washington Blvd
Fort Wayne,IN46802 		  PC Donation 50,000
Stones Crossing Church


7000 W Stones Crossing Road
Greenswood,IN46143 		  PC Donation 900
The Edge


1436 Crosley Drive
Fort Wayne,IN46814 		  PC Donation 1,000
The Pat Dyer Memorial Fund


6041 Stellhorn Rd
Fort Wayne,IN46885 		  PC Donation 1,500
The Rose Home


2208 Wayne Trace
Fort Wayne,IN46803 		  PC Donation 1,000
The Shepherd's Hand


1231 S Anthony Blvd
Fort Wayne,IN46803 		  PC Donation 1,000
Touchcare Ministry


1101 Mckinnie Avenue
Fort Wayne,IN46806 		  PC Donation 25,000
Wellspring Interfaith


1315 Boradway
Fort Wayne,IN46802 		  PC Donation 1,000
Unity Performance Artist Foundation


2101 E Coliseum Blvd
Fort Wayne,IN46806 		  PC Donation 150
WRNP Rhythm Praise


1115 W Rudusill Blvd
Fort Wayne,IN46807 		  PC Donation 1,000
Total .................................right arrow 3a 1,769,925
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		      28,320  
4 Dividends and interest from securities ....       1,826  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....       61,447  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 96,715  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   188,308  
13Total. Add line 12, columns (b), (d), and (e)..................
13
188,308
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 Book gain on the sale of securities
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
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 taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017518
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Brotherhood Mutual Foundation Inc
 
Employer identification number

20-3618117
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Brotherhood Mutual Foundation Inc
  		Employer identification number
20-3618117
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Brotherhood Mutual Insurance Compan
6400 Brotherhood Way
 
Fort Wayne, IN46825

$ 2,126,629


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Brotherhood Mutual Foundation Inc
  		Employer identification number

20-3618117
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Stock $ 2,126,629  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Brotherhood Mutual Foundation Inc
  		Employer identification number

20-3618117
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017518
Software Version: 2023v5.0

TY 2023 OtherExpensesSchedule
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
23017518
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Kingdom Advancing Grant Expenses 159,243 159,243    


TY 2023 OtherIncomeSchedule2
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
23017518
Software Version:
2023v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 61,447    


TY 2023 OtherProfessionalFeesSchedule
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
23017518
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank and Investment Fees 13 13 0 0


TY 2023 TaxesSchedule
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
23017518
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Taxes 31,185 31,185