KNIGHTS OF COLUMBUS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KNIGHTS OF COLUMBUS (EIN 06-0416470)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349302687
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T13:56:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060530830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWARD AND MONDE CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 STATE STREET | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064732165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060416470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNIGHTS OF COLUMBUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNIG | BusinessNameControlTxt |
| Phone | 2037524000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLUMBUS PLAZA | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065103326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A MARRELLA | PersonNm |
| Person Title | SUPREME SECRETARY | PersonTitleTxt |
| Phone | 2038004822 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J PUZZO | PreparerPersonNm |
| PTIN | P00529377 | PTIN |
| Phone | 2032489341 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN A MARRELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLUMBUS PLAZA | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065103326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,223,823,167 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.KOFC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1882 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | A CATHOLIC FRATERNAL ORGANIZATION DEDICATED TO PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE WORKS, RENDERING MUTUAL AID ASSISTANCE TO SICK AND NEEDY MEMBERS AND THEIR FAMILIES AND PROVIDING INSURANCE PRODUCTS AND ANNUITIES TO BENEFIT MEMBERS, WIVES AND CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 2532 | TotalEmployeeCnt |
| Total Volunteers | 2107000 | TotalVolunteersCnt |
| Total Gross UBI | $11,539,650 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $638,297 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,378,184,458 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,373,606,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,100,610,428 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,020,345,776 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,858,087 | PYOtherRevenueAmt |
| CY Other Revenue | $88,570,727 | CYOtherRevenueAmt |
| PY Total Revenue | $2,549,652,973 | PYTotalRevenueAmt |
| CY Total Revenue | $2,482,523,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,278,720 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,093,918 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,977,160,096 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,982,553,324 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $123,563,042 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $124,572,181 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $272,043,486 | PYOtherExpensesAmt |
| CY Other Expenses | $287,725,496 | CYOtherExpensesAmt |
| PY Total Expenses | $2,400,045,344 | PYTotalExpensesAmt |
| CY Total Expenses | $2,427,944,919 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $149,607,629 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,578,084 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,370,584,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,335,266,292 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,622,937,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,487,404,570 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,747,646,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,847,861,722 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KNIGHTS OF COLUMBUS IS A CATHOLIC FRATERNAL ORGANIZATION DEDICATED TO PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE WORKS, RENDERING MUTUAL AID AND ASSISTANCE TO SICK AND NEEDY MEMBERS AND THEIR FAMILIES AND PROVIDING INSURANCE PRODUCTS AND ANNUITIES TO BENEFIT MEMBERS, WIVES AND CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,982,553,324 | ExpenseAmt |
| Revenue | $1,356,059,088 | RevenueAmt |
| Desc | PROGRAMS FOR THE PAYMENT OF IRC SEC. 501(C)(8) BENEFITS TO MEMBERS, WIVES AND THEIR DEPENDENTS. KNIGHTS OF COLUMBUS IS A CATHOLIC FAMILY FRATERNAL SERVICE ORGANIZATION WITH OVER 2.0 MILLION MEMBERS, FOUNDED IN 1882 FOR THE FOLLOWING PURPOSES: (A) RENDERING AID TO ITS MEMBERS, THEIR FAMILIES AND BENEFICIARIES OF MEMBERS AND THEIR FAMILIES; (B) RENDERING MUTUAL AID AND ASSISTANCE TO ITS SICK, DISABLED AND NEEDY MEMBERS AND THEIR FAMILIES; (C) PROMOTING SOCIAL WORK AMONG ITS MEMBERS AND THEIR FAMILIES; AND (D) PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE, WAR RELIEF AND WELFARE AND PUBLIC RELIEF WORK.TO MORE EFFECTIVELY CARRY OUT ITS PURPOSES THE CORPORATION, A CONNECTICUT SPECIALLY CHARTERED CORPORATION WITHOUT CAPITAL STOCK, PROVIDES COVERAGE FOR LIFE INSURANCE, LONG TERM CARE, DISABILITY INCOME AND ANNUITY BENEFITS TO MEMBERS, WIVES, WIDOWS AND MINOR CHILDREN PRINCIPALLY IN THE UNITED STATES AND CANADA. THE TOTAL IRC SEC. 501(C)(8) BENEFITS ACCRUED TO MEMBERS OF $1,982,553,324 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2023, 22,186 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $71,920. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 52. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $412,297,677 | ExpenseAmt |
| Desc | PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,093,918 | ExpenseAmt |
| Grant | $33,093,918 | GrantAmt |
| Revenue | $6,007,762 | RevenueAmt |
| Desc | PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,427,944,919 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 89187 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2532 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | RP | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | DR | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A MARRELLA SUPREME SECRETARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038004822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLUMBUS PLAZA | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065103326 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CARL A ANDERSON | ||||||||||
| DIRECTOR/PAST SUPREME KNIGHT | 10.00 | 5.00 | Yes (X) | $196,944 | $0 | $0 | ||||
| JOHN S APPELBAUM | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $34,885 | $0 | $0 | ||||
| ANTONIO BANUELOS-ACOSTA | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $32,485 | $0 | $0 | ||||
| DANIEL DUCHESNE | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $34,085 | $0 | $0 | ||||
| RENNAN J DUFFOUR | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $25,285 | $0 | $0 | ||||
| SEAN E HALPAIN | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $32,485 | $0 | $0 | ||||
| COLIN R JORSCH JR | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $34,085 | $0 | $0 | ||||
| PATRICK E KELLY | ||||||||||
| DIRECTOR/SUPREME KNIGHT | 45.00 | 15.00 | Yes (X) | $1,417,331 | $0 | $48,140 | Yes (X) | |||
| ARCIE J LIM | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $30,885 | $0 | $0 | ||||
| MOST REV WILLIAM E LORI | ||||||||||
| DIRECTOR/SUPREME CHAPLAIN | 5.00 | 5.00 | Yes (X) | $135,000 | $0 | $0 | Yes (X) | |||
| JOHN A MARRELLA | ||||||||||
| DIRECTOR/SUPREME ADVOCATE | 50.00 | 5.00 | Yes (X) | $714,598 | $0 | $38,321 | Yes (X) | |||
| PATRICK T MASON | ||||||||||
| DIRECTOR/SUPREME SECRETARY | 50.00 | 5.00 | Yes (X) | $336,834 | $0 | $48,140 | Yes (X) | |||
| ANTHONY V MINOPOLI | ||||||||||
| DIRECTOR/CHIEF INVESTMENT OFFICER | 50.00 | 5.00 | Yes (X) | $747,032 | $0 | $48,140 | ||||
| CARMINE V MUSUMECI | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $35,685 | $0 | $0 | ||||
| PAUL G O'SULLIVAN | ||||||||||
| PAST DIRECTOR/DEP SUPREME KNIGHT | 50.00 | 5.00 | Yes (X) | $254,584 | $0 | $21,053 | Yes (X) | |||
| ARTHUR LOUIS L PETERS | ||||||||||
| DIRECTOR/DEP SUPREME KNIGHT | 15.00 | 5.00 | Yes (X) | $74,081 | $0 | $0 | ||||
| RONALD F SCHWARZ | ||||||||||
| DIRECTOR/SUPREME TREASURER | 48.00 | 7.00 | Yes (X) | $363,244 | $0 | $38,206 | Yes (X) | |||
| JOHN J KENNEDY | ||||||||||
| DIRECTOR/CHIEF FINANCIAL OFFICER | 50.00 | 5.00 | Yes (X) | $800,147 | $0 | $38,321 | Yes (X) | |||
| MICHAEL A BENSON | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $34,885 | $0 | $0 | ||||
| STEPHEN J KEHOE | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $34,085 | $0 | $0 | ||||
| SCOTT A O'CONNOR | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $30,085 | $0 | $0 | ||||
| ANTONIO F PASCUA | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $33,669 | $0 | $0 | ||||
| MICHAEL R MCCUSKER | ||||||||||
| DIRECTOR/SUPREME MASTER | 25.00 | 0.00 | Yes (X) | $98,753 | $0 | $0 | ||||
| JAMEY C ROTH | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $34,485 | $0 | $0 | ||||
| ALFREDO A VELA | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $33,685 | $0 | $0 | ||||
| RENE V SARMIENTO | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $10,400 | $0 | $0 | ||||
| RENE TREVINO | ||||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $10,400 | $0 | $0 | ||||
| RICHARD J KNEE MD | ||||||||||
| MEDICAL DIRECTOR | 45.00 | 0.00 | $391,295 | $0 | $48,140 | Yes (X) | ||||
| GEORGE E SILOS | ||||||||||
| VICE PRESIDENT/ACTUARY | 45.00 | 0.00 | $308,224 | $0 | $48,140 | Yes (X) | ||||
| RONALD D FRANZLUEBBERS | ||||||||||
| SENIOR VP/CHIEF ACTUARY | 45.00 | 0.00 | $512,450 | $0 | $43,901 | Yes (X) | ||||
| JONATHON REYES | ||||||||||
| SENIOR VP OF STRATEGIC OUTREACH | 45.00 | 0.00 | $430,935 | $0 | $48,140 | Yes (X) | ||||
| CHRISTOPHER HUESMAN | ||||||||||
| CHIEF INFORMATION OFFICER | 45.00 | 0.00 | $537,744 | $0 | $48,140 | Yes (X) | ||||
| RONALD R SANDOVAL SR | ||||||||||
| CALIFORNIA GENERAL AGENT | 45.00 | 0.00 | $1,097,005 | $0 | $0 | Yes (X) | ||||
| PATRICK MURPHY | ||||||||||
| SENIOR VP OF FINANCE | 45.00 | 0.00 | $450,050 | $0 | $48,140 | Yes (X) | ||||
| FRANK MEMMO | ||||||||||
| CHIEF OF INSURANCE OPERATIONS | 45.00 | 0.00 | $539,846 | $0 | $39,844 | Yes (X) | ||||
| JOSE C REYES JR | ||||||||||
| FORMER DIRECTOR | 5.00 | 0.00 | $19,400 | $0 | $0 | Yes (X) | ||||
| DANIEL ROSSI | ||||||||||
| FORMER DIRECTOR | 9.00 | 0.00 | $32,238 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,939,309 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $604,766 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 310 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NESCO RESOURCE | ||||||||||
| PO BOX 901372 | CLEVELAND | OH | 44190 | STAFFING SERVICES | $9,077,559 | |||||
| ERNST & YOUNG LLP | ||||||||||
| 200 PLAZA DRIVE | SECAUCUS | NJ | 07094 | CONSULTING SERVICES | $7,976,456 | |||||
| DS SL HOLDINGS LLC | ||||||||||
| 1400 UNIVERSAL AVENUE | KANSAS CITY | MO | 64120 | PRINTING SERVICES | $4,732,265 | |||||
| ST JOSEPH PRINTING LIMITED | ||||||||||
| PRINTING SERVICES | $3,664,837 | 50 MACINTOSH BOULEVARD | CONCORD | ONTARIO | CA | L4K 4P3 | ||||
| CEQUEL DATA CENTERS LP | ||||||||||
| 12444 POWERSCOURT DRIVE STE 450 | ST LOUIS | MO | 63131 | IT SERVICES | $2,253,249 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 441 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PREMIUM INCOME | 524113 | $1,252,299,508 | $1,240,759,858 | $11,539,650 |
| SUPPLEMENTARY CONTRACT | 524113 | $100,870,419 | $100,870,419 | |
| INTEREST MAINTENANCE R | 524113 | $8,665,969 | $8,665,969 | |
| MEMBERSHIP DUES | 524113 | $3,802,763 | $3,802,763 | |
| FEES-DEPOSIT CONTRACTS | 524113 | $3,269,494 | $3,269,494 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,698,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,698,347 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,373,606,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,105,910,045 | TotalRevenueColumnAmt |
| Exclusion | $1,105,910,045 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,655,735,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,741,300,164 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$85,564,269 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,564,269 | TotalRevenueColumnAmt |
| Exclusion | -$85,564,269 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CERTIFICATE LOANS | 524113 | $51,901,544 | $51,901,544 |
| MORTGAGE LOANS | 524113 | $36,669,183 | $36,669,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $88,570,727 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,482,523,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,362,066,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,539,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,108,916,503 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,392,632 | TotalAmt |
| Program Services | $29,392,632 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,701,286 | TotalAmt |
| Program Services | $3,701,286 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982,553,324 | TotalAmt |
| Program Services | $1,982,553,324 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,252,593 | TotalAmt |
| Program Services | $7,252,593 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,925,109 | TotalAmt |
| Program Services | $78,925,109 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,291,280 | TotalAmt |
| Program Services | $10,291,280 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,663,441 | TotalAmt |
| Program Services | $14,663,441 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,439,758 | TotalAmt |
| Program Services | $13,439,758 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000,128 | TotalAmt |
| Program Services | $2,000,128 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092,913 | TotalAmt |
| Program Services | $2,092,913 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,147,037 | TotalAmt |
| Program Services | $9,147,037 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,409,468 | TotalAmt |
| Program Services | $24,409,468 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,215 | TotalAmt |
| Program Services | $1,604,215 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,137,462 | TotalAmt |
| Program Services | $21,137,462 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,912,227 | TotalAmt |
| Program Services | $3,912,227 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,233,690 | TotalAmt |
| Program Services | $6,233,690 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,234,426 | TotalAmt |
| Program Services | $8,234,426 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,542,123 | TotalAmt |
| Program Services | $5,542,123 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,452 | TotalAmt |
| Program Services | $2,560,452 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,733,361 | TotalAmt |
| Program Services | $3,733,361 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COMMISSIONS ON PREMIUM | $120,115,857 | $120,115,857 |
| UBI AND OTHER TAXES | -$3,432,672 | -$3,432,672 |
| SUNDRY GENERAL EXPENSE | $46,069,449 | $46,069,449 |
| BENEVOLENCE PROGRAMS | $12,043,214 | $12,043,214 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,322,146 | TotalAmt |
| Program Services | $22,322,146 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,427,944,919 | TotalAmt |
| Program Services | $2,427,944,919 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,615,147 | BOYAmt |
| EOY | $90,180,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,169,006 | BOYAmt |
| EOY | $753,740,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,973,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,815,419 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,557,998 | BOYAmt |
| EOY | $27,158,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,166,602,983 | BOYAmt |
| EOY | $25,939,550,986 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,088,600,205 | BOYAmt |
| EOY | $3,244,696,130 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,038,673 | BOYAmt |
| EOY | $279,939,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,370,584,012 | BOYAmt |
| EOY | $30,335,266,292 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,086,523 | BOYAmt |
| EOY | $69,918,397 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,904 | BOYAmt |
| EOY | $1,673,858 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,561,648,349 | BOYAmt |
| EOY | $27,415,812,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,622,937,776 | BOYAmt |
| EOY | $27,487,404,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,747,646,236 | BOYAmt |
| EOY | $2,847,861,722 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,747,646,236 | BOYAmt |
| EOY | $2,847,861,722 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,370,584,012 | BOYAmt |
| EOY | $30,335,266,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $54,578,084 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $113,391,714 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$67,754,312 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,902,885 | OtherCostOrOtherBasisAmt |
| Book Value | $14,902,885 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,288,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,415,736 | DepreciationAmt |
| Book Value | $8,873,114 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,074,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,692,486 | DepreciationAmt |
| Book Value | $3,382,301 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $707,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $707,197 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,158,300 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATE LOANS AND LIENS | $1,130,319,980 | C |
| OTHER INVESTED ASSETS | $1,532,508,832 | C |
| MORTGAGE LOANS | $581,867,318 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,244,696,130 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (21 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE UNDER LIFE CERTIFICATES | $17,384,110,572 |
| RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES | $997,533,002 |
| LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS | $7,787,161,163 |
| UNPAID CLAIMS - LIFE | $58,578,175 |
| DIVIDENDS DUE AND UNPAID | $1,232,969 |
| DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR | $215,118,443 |
| PREMIUMS RECEIVED IN ADVANCE | $5,019,712 |
| AMOUNTS WITHHELD AS TRUSTEE | $4,524,269 |
| AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT | $467,677 |
| REMITTANCES AND ITEMS NOT ALLOCATED | $5,617,219 |
| LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES | $67,971,710 |
| INTEREST MAINTENANCE RESERVE | $31,391,441 |
| ASSET VALUATION RESERVE | $527,291,579 |
| UNPRESENTED CHECKS AND DUE TO REINSURERS | $17,844,197 |
| ADVANCE PAYMENTS FOR COUNCIL SUPPLIES | $6,270 |
| FUNDS HELD IN ESCROW - FOURTH DEGREE FUND | $2,117 |
| DUE TO AFFILIATES | $3,206,919 |
| UNPAID CLAIMS - ACCIDENT AND HEALTH | $769,211 |
| COLLATERAL LIABILITY ON LOANED SECURITIES | $300,964,167 |
| OTHER LIABILITIES | $6,971,398 |
| DUE TO ASSEMBLIES - FOURTH DEGREE FUND | $30,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,415,812,315 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,453,088,652 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $908,650 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $908,650 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,452,180,002 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $28,138,001 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,205,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $30,343,001 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,482,523,003 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,397,601,918 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,397,601,918 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $28,138,001 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,205,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $30,343,001 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,427,944,919 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | MEMBER ASSESSMENT THAT WILL BE USED FOR MATTERS CONCERNING LIFE, FAMILY, MARRIAGE AND SIMILAR PRIORITIES IN BUILDING A CULTURE OF LIFE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CULTURE OF LIFE FUND 2,205,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CULTURE OF LIFE FUND 2,205,000. |
| PART X, LINE 2: | THERE IS NO FIN 48 NOTE IN THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE ORGANIZATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740). |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 329 | PROGRAM SERVICES | PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS | $241,941,233 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENTS | GRANTMAKING | $806,946 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTS TO RECIPIENTS | GRANTMAKING | $87,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 1 | 6 | GRANTS TO RECIPIENTS | GRANTMAKING | $2,777,340 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | GRANT TO RECIPIENT | GRANTMAKING | $30,000 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $661,396,926 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $599,589,881 | |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENTS | $3,119,313,460 | |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | INVESTMENTS | $128,626,451 | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | INVESTMENTS | $7,924,675 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | INVESTMENTS | $524,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 335 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 335 | TotalEmployeeCnt |
| Subtotal Spent | $4,625,942,786 | SubtotalSpentAmt |
| Continuation Spent | $137,075,456 | ContinuationSpentAmt |
| Total Spent | $4,763,018,242 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (29 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | DONATION FOR PRO-LIFE CAMPAIGN | $30,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | DONATION TO UNDERWRITE SURGERY FOR AFRICAN ARCHBISHOP | $30,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT VARIOUS PROGRAMS | $229,788 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SPONSORSHIP OF VATICAN CONFERENCE ON VOCATIONS | $100,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT OF JUBILEE YEAR 2025 | $50,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $105,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $8,725 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $12,930 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY | $442,810 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $137,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $1,584,166 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT RESTORATION OF MONASTERY OF GRACIA | $25,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT MASTER PLAN FOR NEW FACILITIES AND VARIOUS PROGRAMS | $46,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES | $18,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT VARIOUS PROGRAMS | $44,393 | WIRE TRANSFERS | $155,684 | PROVIDE SALARIES AND FRINGE | BOOK |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PHILIPPINES SCHOLARSHIPS FOR ADVANCE STUDIES FOR PRIESTS | $64,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT SCHOLARSHIPS AWARDED TO STUDENTS IN MEXICO | $10,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND | $52,617 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE | $36,550 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT VARIOUS PROGRAMS | $33,320 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PRO-LIFE ADVOCACY | $41,662 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $25,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $65,172 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $15,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | DONATIONS OF THE EARNINGS OF OUR LADY OF GUADALUPE FUND | $90,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT VARIOUS PROGRAMS | $187,900 | WIRE TRANSFERS | $0 | N/A | N/A |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS | $12,388 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT INTERNATIONAL LITURGY CONFERENCE | $16,377 | WIRE TRANSFERS | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT 2023 INDEPENDENCE DAY CELEBRATION | $10,000 | WIRE TRANSFERS | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 15 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS MADE TO ORGANIZATIONS ARE FOR GENERAL SUPPORT OF THE RECIPIENT ORGANIZATION. THE ORGANIZATION VERIFIES THAT ALL GRANTS ARE PROVIDED TO ENTITIES THAT HAVE AN EQUIVALENT STATUS TO A 501(C)(3) ORGANIZATION. THE ORGANIZATION REQUIRES DONEE ORGANIZATIONS TO PROVIDE AN ACCOUNTING OF HOW THE GRANT FUNDS WERE EXPENDED. GRANTS TO INDIVIDUAL RECIPIENTS ARE DETERMINED BASED ON APPLICATION AND VERIFICATION OF ELIGIBILITY. INDIVIDUALS ELIGIBLE TO APPLY ARE FROM A LARGE POOL OF INDIVIDUALS AND ARE CHOSEN OBJECTIVELY BY A PANEL OF INDEPENDENT PERSONS. |
| PART IV, QUESTION 3 | LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (63 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNUNCIATION CATHOLIC CHURCH | ||||||||||
| 1408 EAST 36TH AVENUE | DENVER | CO | 80205 | 840522064 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| APOSTOLIC NUNCIATURE USA | ||||||||||
| 3339 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20008 | 232511991 | $33,710 | $0 | N/A | N/A | SUPPORT OF 2023 PAPAL ANNIVERSARY RECEPTION | |
| ARCHDIOCESE FOR THE MILITARY SERVICE USA | ||||||||||
| 1025 MICHIGAN AVENUE NE | WASHINGTON | DC | 200170469 | 131624090 | 501(C)(3) | $34,912 | $0 | N/A | N/A | SUPPORT SEMINARIAN PROGRAM AND THE 15TH ANNUAL BENEFIT |
| ARCHDIOCESE OF NEW YORK | ||||||||||
| 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 100220000 | 133089351 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SUPPORT OF 2023 NEW YORK STATE EUCHARISTIC CONGRESS |
| ASOCIACION NACIONAL DE SACERDOTES HISPANOS | ||||||||||
| PO BOX 3356 | LUBBOCK | TX | 794520000 | 581913100 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT OF 2023 CONVENTION |
| BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION | ||||||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 200171566 | 530196626 | 501(C)(3) | $182,500 | $0 | N/A | N/A | SUPPORT TV BROADCASTS |
| BECKET FUND FOR RELIGIOUS LIBERTIES | ||||||||||
| 3000 K STREET NW SUITE 220 | WASHINGTON | DC | 200070000 | 521858532 | 501(C)(3) | $325,000 | $0 | N/A | N/A | SUPPORT OF 2023 PROGRAMS AND THE CANTERBURY MEDAL DINNER |
| CATHOLIC ATHLETES FOR CHRIST | ||||||||||
| 3703 CAMERON MILLS ROAD | ALEXANDRIA | VA | 223050000 | 651274581 | 501(C)(3) | $27,500 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| CATHOLIC CHARITIES | ||||||||||
| 839 ASLYUM AVENUE | HARTFORD | CT | 061052801 | 060667607 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| CATHOLIC INFORMATION CENTER | ||||||||||
| 1501 K STREET NW | WASHINGTON | DC | 200050000 | 521790727 | 501(C)(3) | $30,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | ||||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | 131623929 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT OF 2023 HEALING AND HOPE DINNER |
| CHURCH OF THE GUARDIAN ANGELS | ||||||||||
| 1843 W 52ND AVENUE | DENVER | CO | 80221 | 840518957 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| COLUMBUS HERITAGE COALITION INC | ||||||||||
| 599 LEXINGTON AVENUE FL 36 | NEW YORK | NY | 10022 | 824171317 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| CONNECTICUT CATHOLIC PUBLIC AFFAIRS CONFERENCE INC | ||||||||||
| 134 FARMINGTON AVENUE | HARTFORD | CT | 06105 | 010941732 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| COUNCIL OF MAJOR SUPERIORS OF WOMEN RELIGIOUS | ||||||||||
| 415 MICHIGAN AVENUE NE SUITE 420 | WASHINGTON | DC | 200170000 | 521792586 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SUPPORT OF THE 2023 NATIONAL ASSEMBLY AND 2024 FORMATORS' WORKSHOP |
| DIOCESE OF TUCSON | ||||||||||
| PO BOX 31 | TUCSON | AZ | 85702 | 260560732 | 501(C)(3) | $41,200 | $0 | N/A | N/A | SUPPORT SAN XAVIER MISSION SCHOOL |
| DIVA COMMUNICATIONS INC | ||||||||||
| 630 NINTH AVENUE SUITE 304 | NEW YORK | NY | 10036 | 133400009 | $30,000 | $0 | N/A | N/A | SUPPORT OF "LISTEN TO THE SILENCE" CAMPAIGN | |
| DO NO HARM INC | ||||||||||
| 15464 EAST ORCHARD ROAD | CENTENNIAL | CO | 80016 | 473226366 | 501(C)(4) | $100,000 | $0 | N/A | N/A | SUPPORT PRO-LIFE INITIATIVES |
| ETHICS AND PUBLIC POLICY CENTER | ||||||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 200360000 | 521162185 | 501(C)(3) | $200,000 | $0 | N/A | N/A | SUPPORT 2023 TERTIO MILLENNIO SEMINAR ON THE FREE SOCIETY AND PERSON AND IDENTITY PROJECT |
| FAMILY INSTITUTE OF CONNECTICUT | ||||||||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 061260000 | 061282690 | 501(C)(3) | $200,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| FAMILY INSTITUTE OF CONNECTICUT ACTION INC | ||||||||||
| PO BOX 260210 | HARTFORD | CT | 061260000 | 201483422 | 501(C)(4) | $26,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| FRANCISCAN FRIARS OF THE RENEWAL | ||||||||||
| 421 E 155TH STREET | BRONX | NY | 10455 | 133450836 | 501(C)(3) | $6,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| JOHN CARROLL SOCIETY | ||||||||||
| PO BOX 454 | GLEN ECHO | MD | 208120000 | 521164038 | $6,500 | $0 | N/A | N/A | SUPPORT ANNUAL DINNER FOR PROGRAMS | |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 521547103 | 501(C)(3) | $7,550,000 | $2,678,943 | BOOK | PROVIDE SALARIES, FRINGE & OTHER SUPPORT | SUPPORT FOR SAINT JOHN PAUL II NATIONAL SHRINE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 521547103 | 501(C)(3) | $2,600,000 | $38,760 | BOOK | PROVIDE SALARIES AND FRINGE | SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 412140273 | 501(C)(3) | $2,723,239 | $68,904 | BOOK | PROVIDE SALARIES AND FRINGE | DONATIONS TO VARIOUS DESIGNATED FUNDS |
| KNIGHTS OF COLUMBUS CHARITIES INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 237227608 | 501(C)(3) | $2,454,951 | $441,307 | BOOK | PROVIDE SALARIES AND FRINGE | SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES |
| KNIGHTS OF COLUMBUS DISTRICT OF COLUMBIA STATE COUNCIL | ||||||||||
| 3900 HAREWOOD ROAD NE | WASHINGTON | DC | 20017 | 813272820 | 501(C)(8) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| KNIGHTS OF COLUMBUS PUERTO RICO STATE COUNCIL | ||||||||||
| PO BOX 1373 | BAYAMON | PR | 009601373 | 660620347 | 501(C)(8) | $6,500 | $0 | N/A | N/A | PUERTO RICO SCHOLARSHIPS FOR THE 2023-2024 ACADEMIC YEAR |
| MARCH FOR LIFE ACTION | ||||||||||
| 1012 14TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | 521059820 | 501(C)(4) | $32,000 | $0 | N/A | N/A | SPONSOR OF MFL ROSE DINNER |
| MARCH FOR LIFE EDUCATION AND DEFENSE FUND | ||||||||||
| PO BOX 90300 | WASHINGTON | DC | 200900300 | 521231772 | 501(C)(3) | $845,000 | $0 | N/A | N/A | SUPPORT THE ANNUAL MARCH FOR LIFE |
| MASSACHUSETTS STATE COUNCIL CHARITABLE FOUNDATION | ||||||||||
| 470 WASHINGTON STREET UNIT 6 | NORWOOD | MA | 02062 | 311681850 | 501(C)(3) | $10,500 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| MATER SALVATORIS COLLEGE PREPARATORY SCHOOL INC | ||||||||||
| 926 NEWFIELD AVENUE | STAMFORD | CT | 069050000 | 822145675 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT 2023 GALA |
| NATIONAL CATHOLIC BIOETHICS CENTER | ||||||||||
| 6399 DREXEL ROAD | PHILADELPHIA | PA | 191512511 | 042871526 | 501(C)(3) | $250,000 | $0 | N/A | N/A | SUPPORT FOR 2023 WORKSHOP FOR BISHOPS |
| NATIONAL CENTER ON SEXUAL EXPLOITATION | ||||||||||
| 440 1ST STREET NW SUITE 840 | WASHINGTON | DC | 200010000 | 132608326 | 501(C)(3) | $150,000 | $0 | N/A | N/A | SUPPORT OF CHANGING POLICIES AND PUBLIC OPINION ON SEXUAL EXPLOITATION |
| NATIONAL LIFE CENTER INC | ||||||||||
| 686 NORTH BROAD STREET | WOODBURY | NJ | 080961607 | 521052094 | 501(C)(3) | $75,000 | $0 | N/A | N/A | SUPPORT OPERATION OF A PRO-LIFE CRISIS PREGNANCY HOTLINE |
| NEBRASKA CULTURE OF LIFE FOUNDATION INC | ||||||||||
| 4770 JEAN MARIE LANE | FORT CALHOUN | NE | 68023 | 470596545 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT OF THE 2024 GALA - BENEFACTOR TABLE |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | ||||||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | 061021268 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT OPERATIONS BENEFITING LOW-INCOME HOUSING |
| PATH TO PEACE FOUNDATION | ||||||||||
| 25 E 39TH STREET | NEW YORK | NY | 100160000 | 133629516 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| PROTECT WOMEN OHIO | ||||||||||
| 33 N 3RD STREET SUITE 602 | COLUMBUS | OH | 43215 | 922516860 | 501(C)(4) | $1,000,000 | $0 | N/A | N/A | SUPPORT PRO LIFE PROGRAMS |
| RELIGIOUS FREEDOM INSTITUTE | ||||||||||
| 3307 M STREET NW SUITE 200 | WASHINGTON | DC | 200070000 | 810983298 | 501(C)(3) | $400,000 | $0 | N/A | N/A | SUPPORT OPERATIONS |
| SAINT CATHERINE CENTER FOR SPECIAL NEEDS INC | ||||||||||
| 760 TAHMORE DRIVE | FAIRFIELD | CT | 068250000 | 472207552 | 501(C)(3) | $35,000 | $0 | N/A | N/A | SUPPORT 2023 ANNUAL DINNER |
| SAINT LUKE INSTITUTE | ||||||||||
| 8901 NEW HAMPSHIRE AVENUE | SILVER SPRING | MD | 209030000 | 521082730 | 501(C)(3) | $25,000 | $0 | N/A | N/A | SUPPORT 2023 ANNUAL BENEFIT |
| SISTER THEA BOWMAN BLACK CATHOLIC EDUCATION FOUNDATION | ||||||||||
| 4870 WOODRIDGE DRIVE | HERMANTOWN | MN | 55811 | 030322037 | 501(C)(3) | $50,000 | $0 | N/A | N/A | SUPPORT SCHOLARSHIP AWARDS FOR AFRICAN AMERICAN SINGLE MOTHERS |
| SISTERS OF LIFE | ||||||||||
| 38 MONTEBELLO ROAD | SUFFERN | NY | 109010000 | 061579167 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SUPPORT THE 2023 GAUDIUM ET SPES AWARDS |
| SISTERS OF THE COMPANY OF THE SAVIOUR | ||||||||||
| 914 NEWFIELD AVENUE | STAMFORD | CT | 06905 | 061031101 | 501(C)(3) | $391,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| SOPHIA INSTITUTE | ||||||||||
| PO BOX 5284 | MANCHESTER | NH | 03108 | 222548708 | 501(C)(3) | $55,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| SPECIAL OLYMPICS | ||||||||||
| VARIOUS | VARIOUS | CT | 999999999 | 501(C)(3) | $167,725 | $0 | N/A | N/A | SUPPORT SPECIAL OLYMPICS STATE ORGANIZATIONS | |
| ST JAMES CATHOLIC PARISH | ||||||||||
| 1314 NEWPORT STREET | DENVER | CO | 80220 | 840402708 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| ST MICHAEL CENTER FOR SPIRITUAL RENEWAL INC | ||||||||||
| 5904 HUBBARD DRIVE | ROCKVILLE | MD | 208524823 | 842649725 | 501(C)(3) | $250,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| ST ROSE OF LIMA CATHOLIC PARISH | ||||||||||
| 1320 W NEVADA PLACE | DENVER | CO | 80223 | 840465591 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| ST THERESA CATHOLIC PARISH IN AURORA | ||||||||||
| 1243 KINGSTON STREET | AURORA | CO | 80010 | 840469539 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| THE ALFRED E SMITH MEMORIAL FOUNDATION | ||||||||||
| 1011 FIRST AVENUE SUITE 1400 | NEW YORK | NY | 100224112 | 131553263 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SUPPORT PROGRAMS TO BRING HOPE TO THE NEEDIEST CHILDREN REGARDLESS OF RACE, CREED OR COLOR |
| THE AMERICAN COLLEGE OF THE ROMAN CATHOLIC CHURCH OF THE UNITED STATES | ||||||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 200170000 | 237201921 | 501(C)(3) | $52,857 | $0 | N/A | N/A | SUPPORT 2023 RECTOR'S DINNER |
| THE FELIX VARELA FOUNDATION | ||||||||||
| 7200 DOUGLASTON PARKWAY | DOUGLASTON | NY | 11362 | 800520911 | 501(C)(3) | $10,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| THE GIVEN INSTITUTE | ||||||||||
| 38 MONTEBELLO ROAD | SUFFERN | NY | 10901 | 824360581 | 501(C)(3) | $100,000 | $0 | N/A | N/A | SUPPORT FOR OUTREACH TO YOUNG ADULT CATHOLIC WOMEN |
| THE HARTFORD ROMAN CATHOLIC CHURCH | ||||||||||
| 134 FARMINGTON AVENUE | HARTFORD | CT | 061053784 | 060646669 | 501(C)(3) | $35,000 | $0 | N/A | N/A | SUPPORT 2023 LENTEN CONFESSION CAMPAIGN |
| THE HUMAN LIFE FOUNDATION INC | ||||||||||
| 271 MADISON AVENUE ROOM 1105 | NEW YORK | NY | 100160000 | 237368926 | 501(C)(3) | $15,000 | $0 | N/A | N/A | 2023 GREAT DEFENDER OF LIFE DINNER HENRY HYDE SPONSORSHIP |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 061590283 | 501(C)(3) | $2,125,000 | $0 | N/A | N/A | SUPPORT PROGRAM SERVICES AND BUILDING MAINTENANCE |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 061590283 | 501(C)(3) | $0 | $1,164,195 | BOOK | PROVIDE SALARIES AND FRINGE | SUPPORT MUSEUM OPERATIONS |
| THE MARTYRS OF LA FLORIDA MISSIONS INC | ||||||||||
| PO BOX 12062 | TALLAHASSEE | FL | 323172062 | 271049404 | 501(C)(3) | $15,000 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS | ||||||||||
| 3211 4TH STREET NE | WASHINGTON | DC | 200171104 | 530196617 | 501(C)(3) | $1,544,348 | $0 | N/A | N/A | SUPPORT PROGRAMS |
| WINDRIDER INSTITUTE INC | ||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 202726607 | 501(C)(3) | $35,000 | $0 | N/A | N/A | SUPPORT OF WINDRIDER SUMMIT AND SUNDANCE FILM FESTIVAL 2023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS MADE TO ORGANIZATIONS ARE FOR GENERAL SUPPORT OF THE RECIPIENT ORGANIZATION. THE ORGANIZATION VERIFIES THAT SUBSTANTIALLY ALL GRANTS ARE PROVIDED TO ENTITIES THAT HAVE AN EQUIVALENT STATUS TO A 501(C)(3) ORGANIZATION. THE ORGANIZATION REQUIRES DONEE ORGANIZATIONS TO PROVIDE AN ACCOUNTING OF HOW THE GRANT FUNDS WERE EXPENDED. GRANTS TO INDIVIDUAL RECIPIENTS ARE DETERMINED BASED ON APPLICATION AND VERIFICATION OF ELIGIBILITY. INDIVIDUALS ELIGIBLE TO APPLY ARE FROM A LARGE POOL OF INDIVIDUALS AND ARE CHOSEN OBJECTIVELY BY A PANEL OF INDEPENDENT PERSONS. DURING 2023, THERE WERE NO DIRECT GRANTS PROVIDED TO INDIVIDUALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK E KELLY | ||||||||||||||
| DIRECTOR/SUPREME KNIGHT | $887,853 | $0 | $409,518 | $0 | $119,960 | $0 | $9,150 | $0 | $38,990 | $0 | $1,465,471 | $0 | $0 | $0 |
| RONALD R SANDOVAL SR | ||||||||||||||
| CALIFORNIA GENERAL AGENT | $1,084,055 | $0 | $12,950 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,097,005 | $0 | $0 | $0 |
| JOHN J KENNEDY | ||||||||||||||
| DIRECTOR/CHIEF FINANCIAL OFFICER | $590,681 | $0 | $197,285 | $0 | $12,181 | $0 | $9,150 | $0 | $29,171 | $0 | $838,468 | $0 | $0 | $0 |
| ANTHONY V MINOPOLI | ||||||||||||||
| DIRECTOR/CHIEF INVESTMENT OFFICER | $580,710 | $0 | $161,218 | $0 | $5,104 | $0 | $9,150 | $0 | $38,990 | $0 | $795,172 | $0 | $0 | $0 |
| JOHN A MARRELLA | ||||||||||||||
| DIRECTOR/SUPREME ADVOCATE | $442,099 | $0 | $132,718 | $0 | $139,781 | $0 | $9,150 | $0 | $29,171 | $0 | $752,919 | $0 | $0 | $0 |
| CHRISTOPHER HUESMAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $425,207 | $0 | $108,600 | $0 | $3,937 | $0 | $9,150 | $0 | $38,990 | $0 | $585,884 | $0 | $0 | $0 |
| FRANK MEMMO | ||||||||||||||
| CHIEF OF INSURANCE OPERATIONS | $437,925 | $0 | $92,400 | $0 | $9,521 | $0 | $5,748 | $0 | $34,096 | $0 | $579,690 | $0 | $0 | $0 |
| RONALD D FRANZLUEBBERS | ||||||||||||||
| SENIOR VP/CHIEF ACTUARY | $415,108 | $0 | $93,425 | $0 | $3,917 | $0 | $9,150 | $0 | $34,751 | $0 | $556,351 | $0 | $0 | $0 |
| PATRICK MURPHY | ||||||||||||||
| SENIOR VP OF FINANCE | $353,541 | $0 | $92,754 | $0 | $3,755 | $0 | $9,150 | $0 | $38,990 | $0 | $498,190 | $0 | $0 | $0 |
| JONATHON REYES | ||||||||||||||
| SENIOR VP OF STRATEGIC OUTREACH | $349,191 | $0 | $78,000 | $0 | $3,744 | $0 | $9,150 | $0 | $38,990 | $0 | $479,075 | $0 | $0 | $0 |
| RICHARD J KNEE MD | ||||||||||||||
| MEDICAL DIRECTOR | $319,946 | $0 | $69,000 | $0 | $2,349 | $0 | $9,150 | $0 | $38,990 | $0 | $439,435 | $0 | $0 | $0 |
| RONALD F SCHWARZ | ||||||||||||||
| DIRECTOR/SUPREME TREASURER | $227,153 | $0 | $78,718 | $0 | $57,373 | $0 | $9,035 | $0 | $29,171 | $0 | $401,450 | $0 | $0 | $0 |
| PATRICK T MASON | ||||||||||||||
| DIRECTOR/SUPREME SECRETARY | $236,943 | $0 | $92,218 | $0 | $7,673 | $0 | $9,150 | $0 | $38,990 | $0 | $384,974 | $0 | $0 | $0 |
| GEORGE E SILOS | ||||||||||||||
| VICE PRESIDENT/ACTUARY | $247,471 | $0 | $55,800 | $0 | $4,953 | $0 | $9,150 | $0 | $38,990 | $0 | $356,364 | $0 | $0 | $0 |
| PAUL G O'SULLIVAN | ||||||||||||||
| PAST DIRECTOR/DEP SUPREME KNIGHT | $133,423 | $0 | $79,500 | $0 | $41,661 | $0 | $6,468 | $0 | $14,585 | $0 | $275,637 | $0 | $0 | $0 |
| CARL A ANDERSON | ||||||||||||||
| DIRECTOR/PAST SUPREME KNIGHT | $192,000 | $0 | $0 | $0 | $4,944 | $0 | $0 | $0 | $0 | $0 | $196,944 | $0 | $0 | $0 |
| DANIEL ROSSI | ||||||||||||||
| FORMER DIRECTOR | $32,238 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,238 | $0 | $0 | $0 |
| JOSE C REYES JR | ||||||||||||||
| FORMER DIRECTOR | $19,400 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,400 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS OR CHARTER TRAVEL: SUPREME OFFICERS ARE ALLOWED TO TRAVEL FIRST-CLASS. TRAVEL FOR COMPANIONS: SPOUSAL TRAVEL IS ALLOWED FOR SUPREME OFFICERS WHEN THEIR SPOUSES' PRESENCE SERVES A BONA-FIDE BUSINESS PURPOSE. |
| PART I, LINE 4B | PATRICK E. KELLY $112,148 JOHN A. MARRELLA 133,102 RONALD F. SCHWARZ 51,240 PATRICK T. MASON 6,215 PAUL G. O'SULLIVAN 32,024 KNIGHTS OF COLUMBUS SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS DESIGNED TO MAKE UP FOR BENEFITS LOST IN THE TAX-QUALIFIED RETIREMENT PLAN. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED COMPENSATION PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE KNIGHTS OF COLUMBUS' PLAN PROVIDES THAT UPON VESTING, A PARTICIPANT WILL RECEIVE A PAYMENT FOR THE ESTIMATED INCOME TAXES RELATED TO THE VESTED AMOUNT. THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | KNIGHTS OF COLUMBUS IS A CATHOLIC FRATERNAL BENEFIT ORGANIZATION WITH OVER 2.0 MILLION MEMBERS. ALL MEMBERS VOTE ON NON-INSURANCE (FRATERNAL) MATTERS. ONLY MEMBERS WITH FRATERNAL INSURANCE POLICIES VOTE ON MATTERS REGARDING INSURANCE. VOTING IS GENERALLY ACCOMPLISHED THROUGH DELEGATES ELECTED BY MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DELEGATES ARE ELECTED AT VARIOUS STATE AND DISTRICT CONVENTIONS. THESE DELEGATES ELECT CERTAIN DIRECTORS EACH YEAR AT THE SUPREME COUNCIL ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES IN THE BY-LAWS OF THE ORGANIZATION ARE VOTED ON BY MEMBERS IN GOOD STANDING EITHER THROUGH AN ELECTED DELEGATE OR A GENERAL VOTE. THEIR ELIGIBILITY TO VOTE ON A MATTER IS LIMITED TO THEIR STANDING AS AN INSURANCE MEMBER OR NON-INSURANCE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AT A BOARD OF DIRECTORS MEETING BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS ALL BOARD MEMBERS AND TOP MANAGEMENT OFFICIALS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE. ALL POTENTIAL ISSUES ARE REVIEWED AND RESOLVED BY THE SECRETARY'S OFFICE IN CONJUNCTION WITH THE CHIEF COMPLIANCE OFFICER AND THE INTERNAL AUDIT DEPARTMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS, INCLUDING IN 2023, FOR A REVIEW OF THE REASONABLENESS OF TOTAL COMPENSATION PROVIDED TO SUPREME OFFICERS AND OTHER TOP MANAGEMENT OFFICIALS. THE INDEPENDENT COMPENSATION CONSULTANT USES SURVEY SOURCES THAT THEY HAVE COMPILED PLUS OTHER PUBLISHED SURVEYS TO PRESENT A REPORT OF COMPARABLE MARKET DATA OF TOTAL COMPENSATION FOR EACH MANAGEMENT POSITION. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND DISCUSSES THE COMPARABLE MARKET DATA BEFORE MAKING A RECOMMENDATION TO THE BOARD OF DIRECTORS. AFTER A REVIEW AND DISCUSSION ABOUT THE COMPARABLE MARKET DATA AND THE INDIVIDUALS IN THE ROLES UNDER REVIEW, A VOTE IS TAKEN TO APPROVE A NEW SALARY RANGE AND OBJECTIVE BONUS STRUCTURE FOR THE TOP MANAGEMENT INDIVIDUALS. TOTAL COMPENSATION FOR EACH INDIVIDUAL IS WITHIN THE RANGE APPROVED BY THE BOARD OF DIRECTORS WHICH IS WITHIN THE COMPARABLE MARKET DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PHOTOCOPIED AND MAILED TO INDIVIDUALS OR ORGANIZATIONS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ASSET VALUATION RESERVE -84,273,531. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW -9,180,852. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES 12,780,118. UNREALIZED GAIN ON INVESTMENTS - FOURTH DEGREE 908,650. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE 4,186. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 12,007,117. |
| FORM 990, SCHEDULE R, PART II, COLUMN D: | KNIGHTS OF COLUMBUS CANADA CHARITIES, INC.'S EXEMPT CODE SECTION: CANADA CHARITIES IS EXEMPT FROM FEDERAL TAXATION IN CANADA UNDER PARAGRAPH 149(1)(F) OF THE INCOME TAX ACT AND IS DESIGNATED AS A "PUBLIC FOUNDATION" PER PARAGRAPH 149.1(6.3) OF THE ACT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|
| ADAMS STREET (KOC) LLC | ||||||||
| 340 MADISON AVENUE 19TH FLOOR | NEW YORK | NY | 10173 | INVEST IN MIDDLE MARKET BORROWER COMPANIES | DE | $8,689,000 | $81,687,152 | N/A |
| FMJM RWL IV LLC | ||||||||
| 140 BROADWAY 45TH FLOOR | NEW YORK | NY | 10005 | INVEST IN RESIDENTIAL MORTGAGES | DE | $1,405,599 | $17,577,192 | N/A |
| MEDLEY CREDIT STRATEGIES (KOC) LLC | ||||||||
| 280 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10017 | INVESTS IN CORPORATE CREDIT AND ASSET-BASED DEBT & EQUITY INSTRUMENTS | DE | $405,146 | $7,983,428 | N/A |
| 151 ROGERS LLC | ||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | REAL ESTATE ACTIVITIES | TX | $0 | $7,749,725 | N/A |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KNIGHTS OF COLUMBUS CHARITIES INC | ||||||||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 237227608 | ESTABLISHED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. | CT | 501(C)(3) | 7 | KNIGHTS OF COLUMBUS | Yes (1) | ||||||
| KNIGHTS OF COLUMBUS CANADA CHARITIES INC | ||||||||||||||||
| ESTABLISHED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. | SEE SCHD O | KNIGHTS OF COLUMBUS | Yes (1) | 1843 TRAPPERS AVENUE | WINDSOR | ONTARIO | CA | N8P 1T1 | CA | |||||||
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||||||||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 412140273 | ESTABLISHED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. | CT | 501(C)(3) | 12B | KNIGHTS OF COLUMBUS | Yes (1) | ||||||
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||||||||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 061590283 | OPERATION OF A MUSEUM. | CT | 501(C)(3) | 12B | KNIGHTS OF COLUMBUS | Yes (1) | ||||||
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||||||||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 521547103 | OPERATION OF AN EDUCATIONAL INSTITUTE AND A SHRINE. | DC | 501(C)(3) | 2 | KNIGHTS OF COLUMBUS | Yes (1) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FMJM LLC RWL II | ||||||||||||||||||
| THREE STAMFORD PLAZA 12TH FL | STAMFORD | CT | 06901 | 464274270 | INVEST IN RESIDENTIAL MORTGAGES | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $226,555 | $6,088,367 | 0 | 0 | 0.52000 | |||||
| KNIGHTS OF COLUMBUS PRIVATE CREDIT FUND LP | ||||||||||||||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02110 | 813856983 | INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIES | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $11,890,438 | $141,285,197 | 0 | 0 | 0.65280 | |||||
| NIGHTS VISION LLC PARTNERSHIP | ||||||||||||||||||
| 1 BLOOMFIELD AVENUE | MOUNTAIN LAKES | NJ | 07046 | 474076219 | INVEST IN REAL ESTATE | NJ | KNIGHTS OF COLUMBUS | EXCLUDED | $23,989,108 | 0 | 0 | 0.98000 | ||||||
| 545 REAL ESTATE HOLDINGS LLC | ||||||||||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | 844111218 | INVEST IN REAL ESTATE | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $16,189,453 | 0 | 0 | 0.99500 | ||||||
| SCIENS WATER OPPORTUNITIES CAYMAN FUND LP | ||||||||||||||||||
| 837093159 | INVEST IN WATER INFRASTRUCTURE ASSETS | KNIGHTS OF COLUMBUS | EXCLUDED | $21,537,934 | 0 | 0 | 0.55740 | HARBOUR PLACE 4TH FL S CHURCH S | GRAND CAYMAN | CJ | KY1-1002 | CJ | ||||||
| NOVA INFRASTRUCTURE FUND I (CAYMAN) LP | ||||||||||||||||||
| 400 MADISON AVENUE SUITE 11B | NEW YORK | NY | 10017 | 843254051 | INVEST IN ENVIRONMENTAL INFRASTRUCTURE ASSETS | KNIGHTS OF COLUMBUS | EXCLUDED | $4,842,079 | $33,861,395 | 0 | 0 | 0.59050 | CJ | |||||
| MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP | ||||||||||||||||||
| 197 CLARENDON STREET 2ND FLOOR | BOSTON | MA | 02116 | INVEST IN MEZZANINE FUND | MA | KNIGHTS OF COLUMBUS | EXCLUDED | $800,211 | 0 | 0 | 0.98900 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC | ||||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | 471764787 | ASSET MANAGEMENT AND INVESTMENT ADVISORY SERVICES | DE | KNIGHTS OF COLUMBUS | C | $15,332,836 | $10,518,668 | 1.00000 | Yes (1) |
| KOC REIT LLC | ||||||||||||
| 9 WEST 57TH STREET 33RD FLOOR | NEW YORK | NY | 10019 | 901250931 | INVEST IN REAL ESTATE | DE | KNIGHTS OF COLUMBUS | C | $5,267,796 | $80,686,040 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (24 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KNIGHTS OF COLUMBUS CHARITIES INC | ||
| B | $2,896,258 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||
| B | $2,792,143 | FAIR MARKET VALUE |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||
| B | $3,289,195 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| B | $12,867,703 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| Q | $791,824 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| S | $750,000 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CANADA CHARITIES INC | ||
| B | $200,077 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS PRIVATE CREDIT FUND LP | ||
| B | $11,890,438 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES INC | ||
| Q | $1,186,610 | FAIR MARKET VALUE |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||
| Q | $100,689 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||
| Q | $243,546 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC | ||
| B | $1,800,000 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| P | $341,995 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC | ||
| L | $1,478,457 | FAIR MARKET VALUE |
| KOC REIT LLC | ||
| B | $25,946,000 | FAIR MARKET VALUE |
| KOC REIT LLC | ||
| S | $24,576,446 | FAIR MARKET VALUE |
| FMJM LLC RWL II | ||
| S | $807,083 | FAIR MARKET VALUE |
| NOVA INFRASTRUCTURE FUND I (CAYMAN) LP | ||
| B | $13,898,028 | FAIR MARKET VALUE |
| SCIENS WATER OPPORTUNITIES CAYMAN FUND LP | ||
| B | $5,288,557 | FAIR MARKET VALUE |
| NOVA INFRASTRUCTURE FUND I (CAYMAN) LP | ||
| S | $4,992,906 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||
| P | $756,101 | FAIR MARKET VALUE |
| 545 REAL ESTATE HOLDINGS LLC | ||
| K | $703,140 | FAIR MARKET VALUE |
| MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP | ||
| B | $1,301,416 | FAIR MARKET VALUE |
| MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP | ||
| S | $198,935 | FAIR MARKET VALUE |