2021-10-29T07:48:42-05:00 2020-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2020-01-01 060416470 KNIGHTS OF COLUMBUS KNIG 2037524000 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 PATRICK T MASON SUPREME SECRETARY 2038004822 2021-10-25 1 PATRICK MASON 999009999 ANTHONY J PUZZO P00529377 2032489341 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICK T MASON ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 6338399178 0 X WWW.KOFC.ORG X 1882 CT 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. 25 18 3048 2004000 14155657 1954697 0 0 1364962242 1337076745 1060206018 1041583278 66577979 60801203 2491746239 2439461226 32876376 29104497 1930650009 1935980081 130432796 130653366 0 0 0 249210362 248226341 2343169543 2343964285 148576696 95496941 26870079150 27668138210 24551081483 25347146575 2318997667 2320991635 X 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. 0 0 1935980081 1320729217 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 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 $1,935,980,081 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2020, 22,618 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $65,996. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 50. 378879707 PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS. 29104497 29104497 3775420 PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS. 2343964285 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 106704 0 1 3048 1 1 1 1 CA RP VT MX DR PL BE 0 0 0 0 0 0 0 0 1 0 X 25 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X PATRICK T MASON SUPREME SECRETARY 2038004822 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 CARL A ANDERSON DIRECTOR/SUPREME KNIGHT 45.00 15.00 X X 2972367 0 37660 JOHN S APPELBAUM DIRECTOR 5.00 0.00 X 7200 0 0 ANTONIO BANUELOS-ACOSTA DIRECTOR 5.00 0.00 X 22831 0 0 VIRGIL C DECHANT DIRECTOR 5.00 0.00 X 2400 0 0 DANIEL DUCHESNE DIRECTOR 5.00 0.00 X 7080 0 0 RENNAN J DUFFOUR DIRECTOR 5.00 0.00 X 7200 0 0 SCOTT A FLOOD DIRECTOR 5.00 0.00 X 25439 0 0 MICHAEL T GILLIAM DIRECTOR 5.00 0.00 X 19039 0 0 SEAN E HALPAIN DIRECTOR 5.00 0.00 X 25439 0 0 TOMMY C HARGER DIRECTOR 5.00 0.00 X 18239 0 0 COLIN R JORSCH JR DIRECTOR 5.00 0.00 X 25439 0 0 PATRICK E KELLY DIRECTOR/DEP SUPREME KNIGHT 44.00 11.00 X X 540385 0 47482 LARRY W KUSTRA DIRECTOR 5.00 0.00 X 17194 0 0 PAUL J LAMBERT DIRECTOR 5.00 0.00 X 23839 0 0 ARCIE J LIM DIRECTOR 5.00 0.00 X 25069 0 0 MOST REV WILLIAM E LORI DIRECTOR/SUPREME CHAPLAIN 5.00 5.00 X X 135000 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 50.00 5.00 X X 794600 0 37660 PATRICK T MASON DIRECTOR/ASST SUPREME SECRETARY 50.00 5.00 X 71052 0 7883 ANTHONY V MINOPOLI DIRECTOR/EXECUTIVE VP INVESTMENTS 50.00 5.00 X 837219 0 47482 CARMINE V MUSUMECI DIRECTOR 5.00 0.00 X 24078 0 0 MICHAEL J O'CONNOR DIRECTOR/SUPREME SECRETARY 50.00 5.00 X X 482799 0 46209 PAUL G O'SULLIVAN DIRECTOR 5.00 0.00 X 7200 0 0 ARTHUR LOUIS L PETERS DIRECTOR 5.00 0.00 X 25388 0 0 JOSE C REYES JR DIRECTOR 5.00 5.00 X 18330 0 0 DANIEL ROSSI DIRECTOR 5.00 5.00 X 25439 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 48.00 7.00 X X 337635 0 36849 BRIAN W SIMER DIRECTOR 5.00 0.00 X 17908 0 0 TERRY L SIMONTON DIRECTOR 5.00 0.00 X 24639 0 0 KENNETH E STOCKWELL DIRECTOR 5.00 0.00 X 23839 0 0 MICHAEL L WILLS DIRECTOR 5.00 0.00 X 25439 0 0 MARC A BRUNET PAST VICE PRESIDENT/ACTUARY 45.00 0.00 X 131799 0 10984 JOHN J KENNEDY CHIEF FINANCIAL OFFICER 50.00 5.00 X 610564 0 47372 RICHARD J KNEE MD MEDICAL DIRECTOR 45.00 0.00 X 361547 0 42661 GEORGE E SILOS VICE PRESIDENT/ACTUARY 45.00 0.00 X 252960 0 46634 RONALD D FRANZLUEBBERS SENIOR VP/CHIEF ACTUARY 45.00 0.00 X 556385 0 43251 BETH M ELFREY SENIOR VP/DEPUTY GEN COUNSEL 45.00 0.00 X 396760 0 47482 CHRISTOPHER HUESMAN CHIEF INFORMATION OFFICER 45.00 0.00 X 476822 0 47482 RONALD R SANDOVAL SR CALIFORNIA GENERAL AGENT 45.00 0.00 X 621129 0 0 MARK MCMULLEN SENIOR VP MEMBERSHIP & FRAT MISSION 45.00 0.00 X 419037 0 37660 FRANK MEMMO SENIOR VP/OPERATIONAL EXCELLENCE 45.00 0.00 X 427856 0 42581 10844584 0 627332 274 0 1 0 NESCO RESOURCE PO BOX 901372 CLEVELAND OH 44190 STAFFING SERVICES 8570825 WEBB MASON INC 10830 GILROY ROAD HUNT VALLEY MD 21031 PRINTING SERVICES 5907313 COMPUTER SCIENCES CORPORATION 3170 FAIRFAX PARK DRIVE FALLS CHURCH VA 22042 IT SERVICES 4554793 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 CONSULTING SERVICES 3458372 ST JOSEPH PRINTING LIMITED 50 MACINTOSH BLVD CONCORD ONTARIO CA L4K 4P3 PRINTING SERVICES 2380271 456 PREMIUM INCOME 524113 1242054795 1229482687 12572108 SUPPLEMENTARY CONTRACT 524113 73213459 73213459 INTEREST MAINTENANCE R 524113 14443410 14443410 MEMBERSHIP ASSESSMENTS 900099 1891060 1891060 MEMBERSHIP DUES 900099 1884360 1884360 3589661 3589661 1337076745 1019428341 1583549 1017844792 3921092889 3898937952 22154937 22154937 22154937 CERTIFICATE LOANS 524113 48460406 48460406 MORTGAGE LOANS 524113 12340797 12340797 60801203 2439461226 1324504637 14155657 1100800932 25327684 25327684 3776813 3776813 1935980081 1935980081 8955107 8955107 66651032 66651032 15751821 15751821 26982281 26982281 12313125 12313125 2224123 2224123 1587350 1587350 11762634 11762634 11569574 11569574 2171951 2171951 16633664 16633664 7324667 7324667 5402919 5402919 3049949 3049949 1630179 1630179 3257525 3257525 3389142 3389142 COMMISSIONS ON PREMIUM 116890786 116890786 UBI AND OTHER TAXES 755420 755420 SUNDRY GENERAL EXPENSE 30986030 30986030 BENEVOLENCE PROGRAMS 11854241 11854241 17736187 17736187 2343964285 2343964285 0 0 40157668 47919450 909409949 658048745 90830009 60061055 33161913 30768954 23092432174 23973211904 2546756841 2713910708 248160605 244278449 26870079150 27668138210 67707200 58240709 1600689 711487 24481773594 25288194379 24551081483 25347146575 X 0 0 0 0 2318997667 2320991635 2318997667 2320991635 26870079150 27668138210 X 95496941 -19195949 -74307024 X 0 1 X 1 0 0 1 X 14902885 14902885 51288850 36765608 14523242 23931077 22588250 1342827 707197 707197 0 30768954 CERTIFICATE LOANS AND LIENS 1118403214 C OTHER INVESTED ASSETS 1320392702 C MORTGAGE LOANS 275114792 C 2713910708 RESERVE UNDER LIFE CERTIFICATES 15774997678 RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES 755968148 LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS 7485990079 UNPAID CLAIMS - LIFE 65301763 DIVIDENDS DUE AND UNPAID 1037978 DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR 218742561 PREMIUMS RECEIVED IN ADVANCE 5778250 AMOUNTS WITHHELD AS TRUSTEE 2623578 AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT 444231 REMITTANCES AND ITEMS NOT ALLOCATED 5074758 LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES 266333707 INTEREST MAINTENANCE RESERVE 60691978 ASSET VALUATION RESERVE 500346140 UNPRESENTED CHECKS AND DUE TO REINSURERS 9644724 ADVANCE PAYMENTS FOR COUNCIL SUPPLIES 23372 FUNDS HELD IN ESCROW - FOURTH DEGREE FUND 2117 DUE TO AFFILIATES 2794623 UNPAID CLAIMS - ACCIDENT AND HEALTH 663944 COLLATERAL LIABILITY ON LOANED SECURITIES 126082147 OTHER LIABILITIES 5652603 25288194379 2407732101 311479 311479 2407420622 30149544 1891060 32040604 2439461226 2311923681 0 2311923681 30149544 1891060 32040604 2343964285 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 1,891,060. PART XII, LINE 4B - OTHER ADJUSTMENTS: CULTURE OF LIFE FUND 1,891,060. 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). 1 NORTH AMERICA 0 358 PROGRAM SERVICES PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS 604216908 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS GRANTMAKING 697638 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS GRANTMAKING 148056 EUROPE (INCLUDING ICELAND & GREENLAND) 1 6 GRANTS TO RECIPIENTS GRANTMAKING 2571119 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS GRANTMAKING 260000 SUB-SAHARAN AFRICA 0 0 GRANT TO RECIPIENTINVESTMENTS GRANTMAKING 100000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 488140525 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 694537774 NORTH AMERICA 0 0 INVESTMENTS 3297176180 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 229982353 SOUTH AMERICA 0 0 INVESTMENTS 2107427 1 364 0 0 1 364 1790672020 3529265960 5319937980 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SUPPORT OF FAMILY AND OUTREACH AND SPIRITUAL RETREAT CENTER IN AFRICA 100000 CHECK RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, SUPPORT JPII CENTER IN UKRAINE 250000 WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SPONSOR OF NATIONAL MARCH FOR LIFE IN OTTAWA, CANADA 17959 WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 266682 WIRE TRANSFER AND CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM BROADCASTS OF PAPAL EVENTS 129112 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY 397236 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT VARIOUS PROGRAMS 1600000 CHECKS EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PHILIPPINES SCHOLARSHIPS FOR ADVANCE STUDIES OF PRIESTS 82567 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT THE ESTABLISHMENT OF THE JOHN PAUL I FOUNDATION 25000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND 120000 CHECK NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT PROGRAMS 52213 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM DONATIONS OF THE EARNINGS OF OUR LADY OF GUADALUPE FUND 90000 CHECKS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT FOR INTERNATIONAL LITURGY CONFERENCE 23701 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPORT ILLUMINATION OF VATICAN NECROPOLIS 136070 WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS 21251 CHECKS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES DONATIONS TO MEXICAN STATES' SPECIAL OLYMPICS ORGANIZATIONS 50000 CHECKS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT MASTER PLAN FOR NEW FACILITIES AND VARIOUS PROGRAMS 48000 WIRE TRANSFERS EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES 19489 WIRE TRANSFER EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SUPPORT 500TH ANNIVERSARY OF THE CHRISTIANIZATION OF THE PHILIPPINES 46000 WIRE TRANSFER NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 120176 WIRE TRANSFERS 121357 PROVIDE SALARIES AND FRINGE BOOK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT VARIOUS PROGRAMS 30000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT PILGRIMAGE TO ROME 10000 CHECK RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, SUPPORT PROGRAMS 10000 CHECK 8 14 STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) 1 10000 CHECK 0 0 1 0 1 0 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 III ACCOUNTING METHOD: PART IV, QUESTION 3 LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471. 1 ALBERTUS MAGNUS COLLEGE 700 PROSPECT STREET NEW HAVEN CT 065110000 060646520 501(C)(3) 10000 SUPPORT 95TH ANNIVERSARY CELEBRATION AMERICAN WHEELCHAIR MISSION 2309 LAS POSAS ROAD SUITE C-501 CAMARILLO CA 930100000 264571639 501(C)(3) 150000 FOR THE ACQUISITION AND DISTRIBUTION OF WHEELCHAIRS TO THE NEEDY ARCHDIOCESE FOR THE MILITARY SERVICE USA 1025 MICHIGAN AVENUE NE WASHINGTON DC 200170469 131624090 501(C)(3) 25000 SUPPORT SEMINARIAN PROGRAM AND DONATION IN LIEU OF 2020 GALA ARCHDIOCESE OF SAINT PAUL & MINNEAPOLIS 777 FOREST STREET SAINT PAUL MN 551063857 410693908 501(C)(3) 15000 SUPPORT 2020 CYPCLC CONFERENCE BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION 400 MICHIGAN AVENUE NE WASHINGTON DC 200171566 530196626 501(C)(3) 205198 SUPPORT TV BROADCASTS BE NOT AFRAID 15237 FRED BROWN ROAD HUNTERSVILLE NC 280780000 371659681 501(C)(3) 50000 SUPPORT PROGRAMS BECKET FUND FOR RELIGIOUS LIBERTIES 3000 K STREET NW SUITE 220 WASHINGTON DC 200070000 521858532 501(C)(3) 325000 SUPPORT OF 2020 PROGRAMS AND THE CANTERBURY MEDAL DINNER CATHOLIC CHARITIES OF THE ARCHDIOCESE OF HARTFORD 839 ASYLUM AVENUE HARTFORD CT 061052801 060667607 501(C)(3) 50000 SUPPORT OF CENTRO SAN JOSE SERVING HIGH-RISK YOUTHS IN NEW HAVEN, CT CATHOLIC INFORMATION CENTER 1501 K STREET NW WASHINGTON DC 200050000 521790727 501(C)(3) 25000 SUPPORT 2020 JOHN PAUL II NEW EVANGELIZATION DINNER COLUMBUS HERITAGE COALITION INC 599 LEXINGTON AVENUE FL 36 NEW YORK NY 100220000 824171317 501(C)(3) 20000 SUPPORT PROGRAMS CONNECTICUT FOOD BANK 2 RESEARCH PARKWAY WALLINGFORD CT 064920000 061063025 501(C)(3) 25000 PURCHASE OF FOOD FOR THE HOLIDAYS FOR THOSE IN NEED DIOCESE OF GALLUP 503 WEST HIGHWAY 66 GALLUP NM 873010000 850149034 501(C)(3) 150000 SUPPORT CONSTRUCTION OF THE ST. KATERI ROSARY WALK AND SHRINE DIVA COMMUNICATIONS INC 630 NINTH AVENUE SUITE 304 NEW YORK NY 100360000 133400009 25000 SUPPORT OF DOCUMENTARY PRODUCTION OF "HURTING INSIDE: WOMEN, FAITH AND THE OPIOID EPIDEMIC" FAMILY INSTITUTE OF CONNECTICUT 77 BUCKINGHAM STREET HARTFORD CT 061260000 061282690 501(C)(3) 150000 SUPPORT PROGRAMS FAMILY INSTITUTE OF CONNECTICUT ACTION INC PO BOX 260210 HARTFORD CT 061260000 201483422 501(C)(4) 25000 SUPPORT PROGRAMS JOHN PAUL II SHRINE AND INSTITUTE INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 521547103 501(C)(3) 7484120 2676273 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) 2740000 SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION KNIGHTS OF COLUMBUS CHARITIES USA INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 412140273 501(C)(3) 1812115 DONATIONS TO VARIOUS DESIGNATED FUNDS KNIGHTS OF COLUMBUS CHARITIES INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 237227608 501(C)(3) 1776673 DONATIONS TO CULTURE OF LIFE FUND KNIGHTS OF COLUMBUS CHARITIES INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 237227608 501(C)(3) 406299 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 200170000 813272820 501(C)(8) 10000 SUPPORT PROGRAMS KNIGHTS OF COLUMBUS PUERTO RICO STATE COUNCIL PO BOX 1373 BAYAMON PR 009601373 660620347 501(C)(8) 5500 SUPPORT PUERTO RICO STATE SCHOLARSHIPS FOR THE 2020-2021 ACADEMIC YEAR LIFE IS SACRED 104 EAST AZTEC AVENUE GALLUP NM 873010000 841735115 501(C)(3) 107000 SUPPORT PROGRAMS AND PLANTING OF TREES TO HONOR NATIVE AMERICAN VICTIMS OF COVID-19 LITTLE SISTERS OF THE POOR INC 1365 ENFIELD STREET ENFIELD CT 060824900 060882297 501(C)(3) 10000 SUPPORT PROGRAMS MARCH FOR LIFE EDUCATION AND DEFENSE FUND PO BOX 90300 WASHINGTON DC 200900300 521231772 501(C)(3) 625000 SUPPORT THE ANNUAL MARCH FOR LIFE NATIONAL CATHOLIC BIOETHICS CENTER 6399 DREXEL ROAD PHILADELPHIA PA 191512511 042871526 501(C)(3) 183355 SUPPORT HUMAN DIGNITY IN HEALTH CARE AND LIFE SCIENCE NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY 415 MICHIGAN AVENUE NE WASHINGTON DC 200174501 521262317 501(C)(3) 150000 PROMOTE INCLUSION OF DISABLED PERSONS IN THE PASTORAL AND SACRAMENTAL LIFE OF THE CHURCH NATIONAL CATHOLIC PRAYER BREAKFAST 3220 N STREET NW WASHINGTON DC 200070000 200408543 501(C)(3) 50000 GATHER PEOPLE TO RENEW DEDICATION TO FAITH AND THIS GREAT REPUBLIC NATIONAL CENTER ON SEXUAL EXPLOITATION 440 1ST STREET NW SUITE 840 WASHINGTON DC 200010000 132608326 501(C)(3) 150000 SUPPORT OF CHANGING POLICIES AND PUBLIC OPINION ON SEXUAL EXPLOITATION NATIONAL COLUMBUS EDUCATION FOUNDATION INC 220 E 65TH STREET NEW YORK NY 100650000 843043191 501(C)(3) 20000 SUPPORT PROGRAMS NATIONAL LIFE CENTER INC 686 NORTH BROAD STREET WOODBURY NJ 080961607 521052094 501(C)(3) 100000 SUPPORT OPERATION OF A PRO-LIFE CRISIS PREGNANCY HOTLINE NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC 333 SHERMAN AVENUE NEW HAVEN CT 065110000 061021268 501(C)(3) 10000 SUPPORT OPERATIONS BENEFITING LOW-INCOME HOUSING OUR LADY OF SOLACE CHURCH 2866 W 17TH STREET BROOKLYN NY 112240000 111685930 501(C)(3) 10000 SUPPORT REPLACEMENT OF DESECRATED STATUE OF OUR LADY OF GUADALUPE RELIGIOUS FREEDOM INSTITUTE 3307 M STREET NW SUITE 200 WASHINGTON DC 200070000 810983298 501(C)(3) 10000 SUPPORT OPERATIONS SAINT FRANCIS MISSION AMONG THE LAKOTA 350 SOUTH OAK STREET ST FRANCIS SD 575720000 261904576 501(C)(3) 18000 SUPPORT PROGRAMS SAINT LUKE INSTITUTE 8901 NEW HAMPSHIRE AVENUE SILVER SPRING MD 209030000 521082730 501(C)(3) 25000 SUPPORT 2020 VIRTUAL BENEFIT SAINT MARY PARISH CORPORATION 5 HILLHOUSE AVENUE NEW HAVEN CT 065110000 822922000 501(C)(3) 306625 SUPPORT RENOVATIONS TO CHURCH AND PROGRAMS SAINT MICHAEL CENTER FOR SPIRITUAL RENEWAL INC 5904 HUBBARD DRIVE ROCKVILLE MD 208524823 842649725 501(C)(3) 250000 SUPPORT PROGRAMS SISTER THEA BOWMAN BLACK CATHOLIC EDUCATION FOUNDATION 4870 WOODRIDGE DRIVE HERMANTOWN MN 558110000 030322037 501(C)(3) 50000 SUPPORT SCHOLARSHIP AWARDS FOR AFRICAN AMERICAN SINGLE MOTHERS SISTERS OF LIFE 38 MONTEBELLOW ROAD SUFFERN NY 109010000 061579167 501(C)(3) 20000 SUPPORT THE 2020 FRIENDS OF THE SISTERS OF LIFE GALA SPECIAL OLYMPICS (50 STATE ORGANIZATIONS AND 1 DISTRICT ORGANIZATION) VARIOUS VARIOUS CT 999999999 501(C)(3) 176550 SUPPORT SPECIAL OLYMPICS STATE ORGANIZATIONS THE ALFRED E SMITH MEMORIAL FOUNDATION 1011 FIRST AVENUE SUITE 1400 NEW YORK NY 100224112 131553263 501(C)(3) 50000 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) 25000 SUPPORT 2020 RECTOR'S DINNER THE DIOCESE OF RAPID CITY PO BOX 678 RAPID CITY SD 577090000 466028078 501(C)(3) 50000 SUPPORT CAUSE FOR CANONIZATION OF THE SERVANT OF GOD NICHOLAS BLACK ELK THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 1015 18TH STREET NW SUITE 425 WASHINGTON DC 200365221 363235550 501(C)(3) 50000 SUPPORT WORK IN DEFENSE OF RELIGIOUS FREEDOM THE GIVEN INSTITUTE 38 MONTEBELLO ROAD SUFFERN NY 109010000 824360581 501(C)(3) 75000 SUPPORT FOR OUTREACH TO YOUNG ADULT CATHOLIC WOMEN ST JOSEPH'S SOCIETY OF THE SACRED HEART (THE JOSEPHITES) PO BOX 65010 BALTIMORE MD 212090000 520591438 501(C)(3) 50000 SUPPORT SEMINARIAN FORMATION THE HARTFORD BISHOPS' FOUNDATION INC 134 FARMINGTON AVENUE HARTFORD CT 061053784 811546773 501(C)(3) 500000 SUPPORT ARCHDIOCESAN PARISH WIDE CAPITAL CAMPAIGN THE HARTFORD ROMAN CATHOLIC DIOCESAN CORPORATION 134 FARMINGTON AVENUE HARTFORD CT 061050000 060646669 501(C)(3) 30000 SUPPORT THE 2020 LENTEN CONFESSION CAMPAIGN THE HUMAN LIFE FOUNDATION INC 271 MADISON AVENUE ROOM 1105 NEW YORK NY 100160000 237368926 501(C)(3) 25000 SUPPORT PROGRAMS THE ROMAN CATHOLIC CHURCH OF THE DIOCESE OF PHOENIX 400 EAST MONROE STREET PHOENIX AZ 850042336 860223974 501(C)(3) 30000 SUPPORT THE PUBLICATION OF "CATHOLICS IN THE PUBLIC SQUARE" THE KNIGHTS OF COLUMBUS MUSEUM INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 061590283 501(C)(3) 1005000 SUPPORT PROGRAM SERVICES AND BUILDING MAINTENANCE THE KNIGHTS OF COLUMBUS MUSEUM INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 061590283 501(C)(3) 1036896 BOOK PROVIDE SALARIES AND FRINGE SUPPORT MUSEUM OPERATIONS UNITED STATES CONFERENCE OF CATHOLIC BISHOPS 3211 4TH STREET NE WASHINGTON DC 200171104 530196617 501(C)(3) 1700690 SUPPORT PROGRAMS YALE NEW HAVEN HOSPITAL 20 YORK STREET NEW HAVEN CT 06504 060646652 501(C)(3) 159990 SUPPORT PURCHASE OF 10 VENTILATORS IN RESPONSE TO THE COVID-19 PANDEMIC 48 4 PART I, LINE 2: 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 2020 THERE WERE NO DIRECT GRANTS PROVIDED TO INDIVIDUALS. X X 1 1 X X X X 0 1 0 CARL A ANDERSON DIRECTOR/SUPREME KNIGHT 969048 0 374118 0 1629201 0 8500 0 29160 0 3010027 0 0 0 ANTHONY V MINOPOLI DIRECTOR/EXECUTIVE VP INVESTMENTS 505750 0 124128 0 207341 0 8500 0 38982 0 884701 0 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 407203 0 134818 0 252579 0 8500 0 29160 0 832260 0 0 0 JOHN J KENNEDY CHIEF FINANCIAL OFFICER 451689 0 153128 0 5747 0 8500 0 38872 0 657936 0 0 0 RONALD R SANDOVAL SR CALIFORNIA GENERAL AGENT 605790 0 15339 0 0 0 0 0 0 0 621129 0 0 0 RONALD D FRANZLUEBBERS SENIOR VP/CHIEF ACTUARY 379828 0 87000 0 89557 0 8500 0 34751 0 599636 0 0 0 PATRICK E KELLY DIRECTOR/DEP SUPREME KNIGHT 345466 0 121137 0 73782 0 8500 0 38982 0 587867 0 0 0 MICHAEL J O'CONNOR DIRECTOR/SUPREME SECRETARY 273333 0 81518 0 127948 0 7897 0 38312 0 529008 0 0 0 CHRISTOPHER HUESMAN CHIEF INFORMATION OFFICER 385605 0 87100 0 4117 0 8500 0 38982 0 524304 0 0 0 FRANK MEMMO SENIOR VP/OPERATIONAL EXCELLENCE 366712 0 55900 0 5244 0 8500 0 34081 0 470437 0 0 0 MARK MCMULLEN SENIOR VP MEMBERSHIP & FRAT MISSION 334165 0 75600 0 9272 0 8500 0 29160 0 456697 0 0 0 BETH M ELFREY SENIOR VP/DEPUTY GEN COUNSEL 303202 0 69400 0 24158 0 8500 0 38982 0 444242 0 0 0 RICHARD J KNEE MD MEDICAL DIRECTOR 292223 0 67100 0 2224 0 7910 0 34751 0 404208 0 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 206652 0 70827 0 60156 0 7689 0 29160 0 374484 0 0 0 GEORGE E SILOS VICE PRESIDENT/ACTUARY 227372 0 22200 0 3388 0 7652 0 38982 0 299594 0 0 0 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 CARL A. ANDERSON $1,607,854 PATRICK E. KELLY 69,346 JOHN A. MARRELLA 246,072 ANTHONY V. MINOPOLI 204,210 MICHAEL J. O'CONNOR 121,751 RONALD F. SCHWARZ 54,119 RONALD D. FRANZLUEBBERS 87,127 BETH M. ELFREY 20,014 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). 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 2020, 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 -2,708,700. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW 9,416,793. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES 10,933,644. UNREALIZED GAIN ON INVESTMENTS - FOURTH DEGREE 311,479. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE 1,219. CUMULATIVE EFFECT - CHANGE IN ACCOUNTING PRINCIPLE -22,235,814. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS -70,025,645. 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. 151 ROGERS LLC ONE COLUMBUS PLAZA NEW HAVEN CT 06510 REAL ESTATE ACTIVITIES TX 0 7749725 N/A FMJM LLC ONE COLUMBUS PLAZA NEW HAVEN CT 06510 CREATION AND INVESTMENT IN MOVIES, FILMS, DOCUMENTARIES & OTHER MEDIA DE 0 23544 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 0 55977331 N/A ADAMS STREET (KOC) LLC 340 MADISON AVENUE 19TH FLOOR NEW YORK NY 10173 INVEST IN MIDDLE MARKET BORROWER COMPANIES DE 0 42314730 N/A FMJM RWL IV LLC 140 BROADWAY 45TH FLOOR NEW YORK NY 10005 INVEST IN RESIDENTIAL MORTGAGES DE 0 53074086 N/A FMJM RWL V LLC 640 LENOX AVENUE WESTFIELD NJ 07090 INVEST IN RESIDENTIAL MORTGAGES DE 0 15000000 N/A KNIGHTS OF COLUMBUS CHARITIES INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 237227608 ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES. 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