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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$7,542J 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) 3,267,219
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,601 5,601  
4 Dividends and interest from securities... 588 588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -24,652
b Gross sales price for all assets on line 6a 3,182,570
7 Capital gain net income (from Part IV, line 2)... 3,091,716
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).......      
12 Total. Add lines 1 through 11........ 3,248,756 3,097,905  
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
143 143    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
43,200 43,200    
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
131,509 131,509    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 174,852 174,852   0
25 Contributions, gifts, grants paid....... 3,806,366 3,806,366
26 Total expenses and disbursements. Add lines 24 and 25 3,981,218 174,852   3,806,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -732,462
b Net investment income (if negative, enter -0-) 2,923,053
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 13,147 5,072 5,072
2 Savings and temporary cash investments......... 726,857 2,470 2,470
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)..........      
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) 740,004 7,542 7,542
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........ 740,004 7,542
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)..... 740,004 7,542
30 Total liabilities and net assets/fund balances (see instructions). 740,004 7,542
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
740,004
2
Enter amount from Part I, line 27a .....................
2
-732,462
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,542
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
7,542
Form 990-PF (2024)
Form 990-PF (2024)
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 3,091,716
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 40,630
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 40,630
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 40,630
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 45,552
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 45,552
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
8 198
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 4,724
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,724 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
217,513
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
217,513
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
217,513
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,263
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
214,250
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,713
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
10,713
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
40,630
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,630
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
29,917
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
29,917
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
0
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
3,806,366
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
3,806,366
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,046,396
b From 2020...... 1,293,855
c From 2021...... 1,479,137
d From 2022...... 1,874,791
e From 2023...... 1,767,069
f Total of lines 3a through e ........ 7,461,248
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,806,366
a Applied to 2023, 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 2024 distributable amount.....  
e Remaining amount distributed out of corpus 3,806,366
5 Excess distributions carryover applied to 2024.    
(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 11,267,614
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,046,396
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,221,218
10 Analysis of line 9:
a Excess from 2020.... 1,293,855
b Excess from 2021.... 1,479,137
c Excess from 2022.... 1,874,791
d Excess from 2023.... 1,767,069
e Excess from 2024.... 3,806,366
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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, 2025 - March 31, 2025
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 (2024)
Form 990-PF (2024)
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
Agape Mobility Ethiopia


PO Box 15291
Fort Wayne,IN46825 		  PC Donation 500
All for One Productions


3901 South Wayne Avenue
Fort Wayne,IN46807 		  PC Donation 2,500
Allen County Jail Chaplaincy


417 South Calhoun Street
Fort Wayne,IN46802 		  PC General Expenses 5,000
American Family Association of Indi


PO Box 40307
Indianapolis,IN46240 		  PC General Expenses 6,000
Associated Churches of Fort Wayne


602 E Wayne Street
Fort Wayne,IN46802 		  PC General Expenses 45,000
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 2,550
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
Child Evangelism Fellowship


4646 W Jefferson Blvd Suite 280
Fort Wayne,IN46804 		  PC General Expenses 1,000
Christian Community Healthcare


13410 Main Street
Grabill,IN46741 		  PC General Expenses 2,500
City of Fort Wayne


200 E Berry Street Suite 210
Fort Wayne,IN46802 		  GOV Great American Clean-Up 500
Community Harvest Food Bank


999 East Tillman Road
Fort Wayne,IN46816 		  PC General Expenses 6,500
Courageous Healing Inc


2013 S Anthony Blvd
Fort Wayne,IN46803 		  PC Donation 7,500
Covenant Impact Center


3420 East Paulding Road
Fort Wayne,IN46816 		  PC General Expenses 15,000
Cross Connections


4618 East State Blvd Suite 300
Fort Wayne,IN46815 		  PC Donation 5,000
Erin's House


5670 YMCA Park Drive
Fort Wayne,IN46835 		  PC General Expenses 2,000
Euell A Wilson Center


1512 Oxford Street
Fort Wayne,IN46806 		  PC General Expenses 25,972
Fellowship of Christian Athletes


576 Geiger Drive Ste B
Roanoke,IN46783 		  PC General Expenses 12,500
Fort Wayne Childrens Choir


2101 Coliseum Blvd
Fort Wayne,IN46805 		  PC Donation 1,000
Fort Wayne Children's Zoo


3411 Sherman Blvd
Fort Wayne,IN46802 		  PC Donation 12,500
Fort Wayne Philharmonic


4901 Fuller Drive
Fort Wayne,IN46835 		  PC General Expenses 5,000
Fort Wayne Rescue Mission Ministrie


PO Box 1116 301 W Superior St
Fort Wayne,IN46855 		  PC Donation 60,000
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 2,494,000
Grabill Missionary Church


PO Box 279
Grabill,IN46741 		  PC General Expenses 750
Grace Point Church of the Nazarene


8611 Mayhew Road
Fort Wayne,IN46835 		  PC General Expenses 1,000
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 2,500
Hope Alive


1747 N Wells St
Fort Wayne,IN46808 		  PC General Expenses 10,000
Hope Grafted IN


15133 Baroness Place
Leo,IN46765 		  PC Donation 3,000
Huntington University


2303 College Ave
Huntington,IN46750 		  PC General Expenses 2,500
Inspiration Ministries


138 East 7th Street
Auburn,IN46706 		  PC General Expenses 14,000
International House


429 E Dupont Road
Fort Wayne,IN46825 		  PC General Support 3,500
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
Lifesong


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


1331 E Berry Street
Fort Wayne,IN46803 		  PC Donation 27,408
Matthew 25 Health Clinic


413 East Jefferson Blvd
Fort Wayne,IN46802 		  PC General Expenses 3,000
Miracle Camp Retreat Center


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


2826 S Calhoun St
Fort Wayne,IN46807 		  PC General Expenses 10,400
New Mercies Ministries


429 E Dupont Road 68
Fort Wayne,IN46825 		  PC Donation 10,000
Out of A Jam


322 W Woodland Ave
Fort Wayne,IN46807 		  PC Donation 10,000
Rebel Ministries


6365 County Road 45
Saint Joe,IN46785 		  PC General Expenses 5,000
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 46,015
Rescue Ministries


301 W Superior St
Fort Wayne,IN46802 		  PC General Expenses 6,244
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 Vincent Depaul AHG IN


921 E Dupont Road PMB 881
Fort Wayne,IN46825 		  PC General Expenses 125
Star Educational Media Network


8 Martin Luther Drive
Fort Wayne,IN46825 		  PC General Expenses 3,000
The Crossing


2930 South Nappanee Street
Elkhart,IN46517 		  PC General Expenses 8,000
The Lighthouse


3000 E State Blvd
Fort Wayne,IN46805 		  PC General Expenses 11,000
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 21,742
Woodburn Christian


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


1701 Freeman Street
Fort Wayne,IN46802 		  PC Donation 1,000
YMCA of Greater Fort Wayne


347 W Berry Street
Fort Wayne,IN46802 		  PC General Expenses 15,000
Youth for Christ


6427 Oakbrook Parkway
Fort Wayne,IN46825 		  PC General Expenses 75,000
Fire Light Productions


7025 Old Trail Road PO Box 9098
Fort Wayne,IN46899 		  PC Donation 2,000
Hope International


227 Granite Run Dr Suite 250
Lancaster,PA17601 		  PC Donation 5,000
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
Lifewise Academy


PO Box 735133
Chicago,IL60673 		  PC General Expenses 15,000
Right to Life of Notheast Indiana


2126 Inwood Drive
Fort Wayne,IN46815 		  PC Donation 2,000
Smith Academy for Excellence


725 W Washington Blvd
Fort Wayne,IN46802 		  PC Donation 50,000
The Brandon Foundation


PO Box 15966
Fort Wayne,IN46885 		  PC Donation 5,250
University of St Francis


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


60 55th St
Grand Junction,MI49056 		  PC Donation 15,908
Bible Center Church


602 Patrick Street
Charleston,WV25387 		  PC Donation 8,000
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 2,000
Community Foundation


555 E Wayne Street
Fort Wayne,IN46802 		  PC Donation 10,000
Concordia Lutheran


1601 St Joe River Drive
Fort Wayne,IN46805 		  POF Donation - Sponsorship 5,890
County Line Church of God


7716 N County Line Road E
Auburn,IN46706 		  PC Donation - Sponsorship 2,500
Health Visions Midwest


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


PO Box 7078
Fishers,IN46038 		  PC Donation 15,000
Mindcap


6507 Constitution Drive
Fort Wayne,IN46804 		  PC Donation 10,000
Shalom Community Christian Church


2227 Pinecroft Rd
Greensboro,NC27407 		  PC Donation 6,000
The Edge


1436 Crosley Drive
Fort Wayne,IN46814 		  PC Donation 1,000
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 2,500
Touchcare Ministry


1101 Mckinnie Avenue
Fort Wayne,IN46806 		  PC Donation 15,000
Unity Performance Artist Foundation


2101 E Coliseum Blvd
Fort Wayne,IN46806 		  PC Donation 250
WRNP Rhythm Praise


1115 W Rudusill Blvd
Fort Wayne,IN46807 		  PC Donation 1,000
Alive Community Outreach


2318 Webster Street
Fort Wayne,IN46807 		  PC Donation 1,000
Catholic Charities


915 S Clinton Street
Fort Wayne,IN46802 		  PC Donation 500
Childrens Cup


PO Box 400
Prairieville,LA70769 		  PC Donation 2,000
Christian Service Found


6535 Maplecrest Rd
Fort Wayne,IN46835 		  PC Donation 6,244
Circles of Allen County


930 Broadway
Fort Wayne,IN46802 		  PC Donation 300
Compassion Pregnancy Center


2107 N Wayne Street
Angola,IN46703 		  PC Donation 500
Cross Point Fee Methodist Church


1021 Hilton Parma Corners Rd
Hilton,NY14468 		  PC Donation 5,000
Dadcamp


618 E Blvd
Kokomo,IN46902 		  PC Donation 5,000
First Capital Christian Church


7779 Red Sky Drive
Lanesville,IN47136 		  PC Donation 10,000
Forgotten Children Worldwide


650 N Main Street
Bluffton,IN46714 		  PC Donation 6,500
Fort Wayne Adult Teen


PO Box 10358
Fort Wayne,IN46851 		  PC Donation 5,000
Good Church


3316 Calhoun St
Fort Wayne,IN46807 		  PC Donation 25,546
Grace College Volleyball


1 Lancer Way
Winona Lake,IN46590 		  PC Donation 500
Habitat for Humanity


2020 E Washington Blvd
Fort Wayne,IN46802 		  PC Donation 100,000
Harvest Fellowship


1001 W Wallen Road
Fort Wayne,IN46825 		  PC Donation 1,000
International Generosity Foundation


1901 Ulmerton Road
Clearwater,FL33762 		  PC Donation 112,447
Lifewater


5600 Westbreeze Trail
Fort Wayne,IN46804 		  PC Donation 5,000
Lift City


PO Box 91271
Lafayette,LA70509 		  PC Donation 5,000
Momentum Ministry Partners


PO Box 365
Winona Lake,IN46590 		  PC Donation 250
Mt Vernon New Life Church


655 Harcourt Road
Mount Vernon,OH43050 		  PC Donation 7,500
NEINDI


3308 Arrowood Drive
Fort Wayne,IN46815 		  PC Donation 1,000
Northbridge


18724 W TR 173
Antioch,IL60002 		  PC Donation 17,500
Northeast Indiana Innovation Center


3201 Stellhorn Rd
Fort Wayne,IN46815 		  PC Donation 500
Passion LA


150 W Jefferson Blvd
Los Angeles,CA90007 		  PC Donation 10,000
Pine Hills Church


4704 Carroll Rd
Fort Wayne,IN46818 		  PC Donation 1,000
Ronald Mcdonald House


11109 Parkview Plaza Dr
Fort Wayne,IN46845 		  PC Donation 3,000
Shepherd's Hand


1231 S Anthony Blvd
Fort Wayne,IN46803 		  PC Donation 1,000
Story House Counseling


PO Box 221
Leo,IN46765 		  PC Donation 5,000
The Gospel House


3608 Hazelhurst Dr
Fort Wayne,IN46804 		  PC Donation 1,000
There Goes My Hero


30 East Pandonia Rd
Lutherville,MD21093 		  PC Donation 500
Trintas Church


2639 N 15th St
Phoenix,AZ85006 		  PC Donation 15,000
UNCF


3737 N Meridian Street Suite 507
Indianapolis,IN46208 		  PC Donation 575
University of Christian Outreach


1502 River Terrace Drive
East Lansing,MI48823 		  PC Donation 2,500
Visit Fort Wayne


927 South Harrison St
Fort Wayne,IN46802 		  PC Donation 1,000
Woodcrest Christian Highschool


18401 Van Buren Blvd
Riverside,CA92508 		  PC Donation 1,000
WYCLife Bible Translations


PO Box 628200
Orlando,FL32862 		  PC Donation 5,000
Young Lives Fort Wayne SW


13376 Mera Cove
Fort Wayne,IN46814 		  PC Donation 2,500
YWCA Northeast Indiana


5920 Decatur Road
Fort Wayne,IN46816 		  PC Donation 1,500
Total .................................right arrow 3a 3,806,366
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		      5,601  
4 Dividends and interest from securities ....       588  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -24,652  
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) ..   -18,463  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-18,463
(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 loss on the sale of securities
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020486
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Brotherhood Mutual Foundation Inc
  		Employer identification number
20-3618117
Part I
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

$ 3,267,219


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 $ 3,267,219  
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020486
Software Version: 2024v5.1

TY 2024 OtherExpensesSchedule
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
24020486
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Kingdom Advancing Grant Expenses 131,509 131,509    


TY 2024 OtherProfessionalFeesSchedule
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
24020486
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank and Investment Fees 143 143 0 0


TY 2024 TaxesSchedule
Name:
Brotherhood Mutual Foundation Inc
EIN:
20-3618117
Software ID:
24020486
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Taxes 43,200 43,200