ALEXIAN BROTHERS HEALTH SYSTEM INC INVESTMENT TRUST
3040 West Salt Creek Lane, Arlington Heights, IL 60005 www.alexianbrothershealth.org

Total Revenue
$11,797,015
Total Expenses
$11,797,015
Net Assets
$0

Organizations Filed Purposes: ALEXIAN BROTHERS HEALTH SYSTEM, INC. INVESTMENT TRUST (THE "TRUST") CARRIES OUT THE HEALING MISSION OF THE CATHOLIC CHURCH THROUGH ALEXIAN BROTHERS MINISTRIES BY IDENTIFYING AND DEVELOPING EFFECTIVE RESPONSES TO THE HEALTH NEEDS OF THOSE WE ARE CALLED TO SERVE.

MANAGES POOLED INVESTMENTS FOR CATHOLIC HEALTH SYSTEM

FOR MORE THAN SEVEN CENTURIES, THE ALEXIAN BROTHERS HAVE CARED FOR THE SICK, THE AGED, THE POOR AND THE DYING. THE BASIC JUDEO-CHRISTIAN BELIEFS THAT INSPIRED THE FOUNDERS OF THIS WORLDWIDE CATHOLIC RELIGIOUS CONGREGATION SUSTAIN ITS MINISTRY TODAY: TO PROMOTE THE PHYSICAL, MENTAL, SPIRITUAL, AND SOCIAL WELL-BEING OF INDIVIDUALS OF ALL CREEDS, RACES, NATIONALITIES AND SOCIOECONOMIC LEVELS SERVED THROUGH THE HEALTH CARE MINISTRY. STRENGTHENED BY COMMUNITY, PRAYER, COMMITMENT TO THE POOR AND THE LEGACY OF ITS FOUNDERS, AND IN PARTNERSHIP WITH OTHERS, THE ALEXIAN BROTHERS WITNESS THE HEALING CHRIST BY A HOLISTIC APPROACH TO PROMOTING HEALTH AND CARING FOR THE SICK, DYING, AGED AND UNWANTED OF ALL SOCIOECONOMIC LEVELS, OUTSIDE AS WELL AS WITHIN THE ALEXIAN HEALTH CARE SYSTEM. ALEXIAN BROTHERS HEALTH SYSTEM, INC. INVESTMENT TRUST (THE "TRUST"), CARRIES OUT THE HEALING MISSION OF THE CATHOLIC CHURCH THROUGH ALEXIAN BROTHERS MINISTRIES BY IDENTIFYING AND DEVELOPING EFFECTIVE RESPONSES TO THE HEALTH NEEDS OF THOSE CALLED TO SERVE. THE TRUST'S PURPOSE IS ADMINISTERING THE POOLED INVESTMENTS MAINTAINED ON BEHALF OF PARTICIPANTS IN THE TRUST. PARTICIPATION IN THE TRUST IS LIMITED TO ALEXIAN BROTHERS HEALTH SYSTEM ("ABHS") AND ABHS AFFILIATES WHICH ARE NOT-FOR-PROFIT CORPORATIONS EXEMPT FROM FEDERAL INCOME TAXES. THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE CODE. ASCENSION INVESTMENT MANAGEMENT IS THE ADMINISTRATOR OF THE TRUST AND IS RESPONSIBLE FOR CONTROLLING, MANAGING AND INVESTING THE POOLED ASSETS OF THE TRUST. PARTICIPANTS ACCRUE INTEREST ON THE ASSETS INVESTED WITH THE TRUST BASED ON THE TRUST'S ACTUAL EARNINGS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Paul BelterSenior Vice President, Finance1$0
Mark FreyPresident / CEO1$0
Alexian Village Of TenneseeTrustee0$0
Alexian Village Of Milwaukee IncTrustee0$0
Alexian Brothers Specialty GroupTrustee0$0
Alexian Brothers Sherbrooke VillageTrustee0$0
Alexian Brothers Senior NeighborsTrustee0$0
Alexian Brothers Senior MinistriesTrustee0$0
Alexian Brothers Of San Jose IncTrustee0$0
Alexian Brothers Lansdowne VillageTrustee0$0
Alexian Brothers Health SystemTrustee0$0
Alexian Brothers Community ServicesTrustee0$0
Alexian Brothers Bonaventure HouseTrustee0$0
Alexian Brothers Ambulatory GroupTrustee0$0
Alexian Bros Center For Mental HlthTrustee0$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/201511289349301641_public.xml