KNIGHTS OF COLUMBUS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KNIGHTS OF COLUMBUS (EIN 06-0416470)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202013099349301636
- Schema version
- 2019v5.1
- 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 | 2020-11-04T13:08:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | MICHAEL J O'CONNOR | PersonNm |
| Person Title | SUPREME SECRETARY | PersonTitleTxt |
| Phone | 2038004822 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J PUZZO | PreparerPersonNm |
| PTIN | P00529377 | PTIN |
| Phone | 2032489341 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.166.62.193 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 12:07:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8CE89182B3A3E8DE6F40A539C3EF77146EB7236 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL J O'CONNOR | 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 | $5,044,834,697 | 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 | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 3334 | TotalEmployeeCnt |
| Total Volunteers | 2000000 | TotalVolunteersCnt |
| Total Gross UBI | $15,239,835 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,795,872 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,337,580,400 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,364,962,242 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,020,879,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,060,206,018 | CYInvestmentIncomeAmt |
| PY Other Revenue | $60,110,540 | PYOtherRevenueAmt |
| CY Other Revenue | $66,577,979 | CYOtherRevenueAmt |
| PY Total Revenue | $2,418,570,779 | PYTotalRevenueAmt |
| CY Total Revenue | $2,491,746,239 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,288,913 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,876,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,915,249,924 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,930,650,009 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $146,412,978 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $130,432,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $241,611,893 | PYOtherExpensesAmt |
| CY Other Expenses | $249,210,362 | CYOtherExpensesAmt |
| PY Total Expenses | $2,337,563,708 | PYTotalExpensesAmt |
| CY Total Expenses | $2,343,169,543 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $81,007,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $148,576,696 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,436,169,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,870,079,150 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,284,181,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,551,081,483 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,151,988,714 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,318,997,667 | 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 | $1,930,650,009 | ExpenseAmt |
| Revenue | $1,346,996,438 | 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 1.9 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, ACCIDENT AND HEALTH, LONG TERM CARE 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 $1,930,650,009 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2019, 19,961 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $63,683. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 49. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $379,643,158 | 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 | $32,876,376 | ExpenseAmt |
| Grant | $32,876,376 | GrantAmt |
| Revenue | $5,947,102 | 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 | $2,343,169,543 | 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 | Yes (1) | 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 | Yes (1) | 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 | 120258 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3334 | 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 | VT | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | MICHAEL J O'CONNOR 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 | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CARL A ANDERSON | |||||||||
| DIRECTOR/SUPREME KNIGHT | 45.00 | 15.00 | Yes (X) | Yes (X) | $1,765,416 | $0 | $35,246 | ||
| ANTONIO BANUELOS-ACOSTA | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $9,600 | $0 | $0 | |||
| MICHAEL G CONRAD | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $25,200 | $0 | $0 | |||
| VIRGIL C DECHANT | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $18,742 | $0 | $0 | |||
| SCOTT A FLOOD | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $30,800 | $0 | $0 | |||
| MICHAEL T GILLIAM | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $32,400 | $0 | $0 | |||
| SEAN E HALPAIN | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $8,800 | $0 | $0 | |||
| TOMMY C HARGER | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $30,800 | $0 | $0 | |||
| COLIN R JORSCH JR | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $30,800 | $0 | $0 | |||
| PATRICK E KELLY | |||||||||
| DIRECTOR/DEP SUPREME KNIGHT | 44.00 | 11.00 | Yes (X) | Yes (X) | $481,229 | $0 | $44,309 | ||
| LARRY W KUSTRA | |||||||||
| DIRECTOR | 5.00 | 5.00 | Yes (X) | $28,436 | $0 | $0 | |||
| PAUL J LAMBERT | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $31,600 | $0 | $0 | |||
| ARCIE J LIM | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $33,978 | $0 | $0 | |||
| MOST REV WILLIAM E LORI | |||||||||
| DIRECTOR/SUPREME CHAPLAIN | 5.00 | 5.00 | Yes (X) | Yes (X) | $135,000 | $0 | $0 | ||
| JOHN A MARRELLA | |||||||||
| DIRECTOR/SUPREME ADVOCATE | 50.00 | 5.00 | Yes (X) | Yes (X) | $670,996 | $0 | $35,246 | ||
| PATRICK T MASON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $49,200 | $0 | $0 | |||
| ANTHONY V MINOPOLI | |||||||||
| DIRECTOR/EXECUTIVE VP INVESTMENTS | 50.00 | 5.00 | Yes (X) | $614,222 | $0 | $44,309 | |||
| CARMINE V MUSUMECI | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $31,600 | $0 | $0 | |||
| MICHAEL J O'CONNOR | |||||||||
| DIRECTOR/SUPREME SECRETARY | 50.00 | 5.00 | Yes (X) | Yes (X) | $415,017 | $0 | $43,167 | ||
| ARTHUR LOUIS L PETERS | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $30,806 | $0 | $0 | |||
| JOSE C REYES JR | |||||||||
| DIRECTOR | 5.00 | 5.00 | Yes (X) | $26,585 | $0 | $0 | |||
| DANIEL ROSSI | |||||||||
| DIRECTOR | 5.00 | 5.00 | Yes (X) | $30,000 | $0 | $0 | |||
| RONALD F SCHWARZ | |||||||||
| DIRECTOR/SUPREME TREASURER | 48.00 | 7.00 | Yes (X) | Yes (X) | $304,584 | $0 | $32,965 | ||
| JAMES R SCROGGIN | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $22,000 | $0 | $0 | |||
| BRIAN W SIMER | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $33,200 | $0 | $0 | |||
| TERRY L SIMONTON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $31,600 | $0 | $0 | |||
| KENNETH E STOCKWELL | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $31,600 | $0 | $0 | |||
| MICHAEL L WILLS | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $32,400 | $0 | $0 | |||
| MARC A BRUNET | |||||||||
| VICE PRESIDENT/ACTUARY | 45.00 | 0.00 | Yes (X) | $303,448 | $0 | $33,713 | |||
| JOHN J KENNEDY | |||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | 5.00 | Yes (X) | $585,638 | $0 | $44,309 | |||
| RICHARD J KNEE MD | |||||||||
| MEDICAL DIRECTOR | 45.00 | 0.00 | Yes (X) | $302,115 | $0 | $42,022 | |||
| RONALD D FRANZLUEBBERS | |||||||||
| SENIOR VP/CHIEF ACTUARY | 45.00 | 0.00 | $493,194 | $0 | $42,308 | Yes (X) | |||
| BETH M ELFREY | |||||||||
| SENIOR VP/DEPUTY GEN COUNSEL | 45.00 | 0.00 | $368,736 | $0 | $44,309 | Yes (X) | |||
| CHRISTOPHER HUESMAN | |||||||||
| CHIEF INFORMATION OFFICER | 45.00 | 0.00 | $392,600 | $0 | $44,309 | Yes (X) | |||
| E NEILL JORDAN | |||||||||
| VICE PRESIDENT FIXED INCOME | 45.00 | 0.00 | $355,598 | $0 | $35,246 | Yes (X) | |||
| MARK MCMULLEN | |||||||||
| SENIOR VP MEMBERSHIP & FRAT MISSION | 45.00 | 0.00 | $400,835 | $0 | $35,246 | Yes (X) | |||
| KEVIN SHINKLE | |||||||||
| SENIOR VP/CHF COMMUNICATIONS OFFICER | 45.00 | 0.00 | $395,614 | $0 | $44,309 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,584,389 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $601,013 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 214 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 | ||||||||||
| 999 ORONOQUE LANE | STRATFORD | CT | 06614 | STAFFING SERVICES | $7,722,747 | |||||
| COMPUTER SCIENCES CORPORATION | ||||||||||
| 200 WEST CESAR CHAVEZ ST | AUSTIN | TX | 78701 | IT SERVICES | $2,668,073 | |||||
| ST JOSEPH PRINTING LTD | ||||||||||
| PRINTING SERVICES | $2,258,143 | 50 MACINTOSH BLVD | CONCORD | ONTARIO | CA | L4K 4P3 | ||||
| ERNST & YOUNG LLP | ||||||||||
| PO BOX 640382 | PITTSBURGH | PA | 15264 | CONSULTING SERVICES | $2,155,389 | |||||
| EBIX INC | ||||||||||
| PO BOX 2153 | BIRMINGHAM | AL | 35287 | PMO SUPPORT, IMAGING WORKFLOW & NETWORKS | $1,701,611 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 397 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PREMIUM INCOME | 524113 | $1,250,390,449 | $1,238,371,747 | $12,018,702 |
| SUPPLEMENTARY CONTRACT | 524113 | $90,918,683 | $90,918,683 | |
| INTEREST MAINTENANCE R | 524113 | $13,990,136 | $13,990,136 | |
| MEMBERSHIP DUES | 900099 | $3,607,553 | $3,607,553 | |
| MEMBERSHIP ASSESSMENTS | 900099 | $2,339,549 | $2,339,549 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,715,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,715,872 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,364,962,242 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,030,913,310 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,221,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,027,692,177 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,582,381,166 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,553,088,458 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,292,708 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,292,708 | TotalRevenueColumnAmt |
| Exclusion | $29,292,708 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CERTIFICATE LOANS | 524113 | $54,378,577 | $54,378,577 |
| MORTGAGE LOANS | 524113 | $12,199,402 | $12,199,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,577,979 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,491,746,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,352,943,540 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,239,835 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,123,562,864 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,579,801 | TotalAmt |
| Program Services | $28,579,801 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,895 | TotalAmt |
| Program Services | $238,895 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,057,680 | TotalAmt |
| Program Services | $4,057,680 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,650,009 | TotalAmt |
| Program Services | $1,930,650,009 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,068,600 | TotalAmt |
| Program Services | $7,068,600 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,508,186 | TotalAmt |
| Program Services | $66,508,186 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,375,351 | TotalAmt |
| Program Services | $14,375,351 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,964,539 | TotalAmt |
| Program Services | $30,964,539 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,516,120 | TotalAmt |
| Program Services | $11,516,120 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,862,272 | TotalAmt |
| Program Services | $2,862,272 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,602 | TotalAmt |
| Program Services | $1,507,602 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,902,635 | TotalAmt |
| Program Services | $8,902,635 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,193,311 | TotalAmt |
| Program Services | $12,193,311 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,366,840 | TotalAmt |
| Program Services | $2,366,840 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,406,733 | TotalAmt |
| Program Services | $18,406,733 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,289,762 | TotalAmt |
| Program Services | $5,289,762 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,273,380 | TotalAmt |
| Program Services | $5,273,380 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,949,001 | TotalAmt |
| Program Services | $6,949,001 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,201,746 | TotalAmt |
| Program Services | $3,201,746 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,059,592 | TotalAmt |
| Program Services | $4,059,592 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,097,271 | TotalAmt |
| Program Services | $4,097,271 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COMMISSIONS ON PREMIUM | $106,876,465 | $106,876,465 |
| UBI AND OTHER TAXES | $653,541 | $653,541 |
| SUNDRY GENERAL EXPENSE | $31,798,535 | $31,798,535 |
| BENEVOLENCE PROGRAMS | $14,956,910 | $14,956,910 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,814,766 | TotalAmt |
| Program Services | $19,814,766 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,343,169,543 | TotalAmt |
| Program Services | $2,343,169,543 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,778,259 | BOYAmt |
| EOY | $40,157,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,078,542 | BOYAmt |
| EOY | $909,409,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,010,251 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,848,338 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,448,800 | BOYAmt |
| EOY | $33,161,913 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,416,475,627 | BOYAmt |
| EOY | $23,092,432,174 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,358,495,682 | BOYAmt |
| EOY | $2,546,756,841 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,893,004 | BOYAmt |
| EOY | $248,160,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,436,169,914 | BOYAmt |
| EOY | $26,870,079,150 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,463,177 | BOYAmt |
| EOY | $67,707,200 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,894,178 | BOYAmt |
| EOY | $1,600,689 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,256,823,845 | BOYAmt |
| EOY | $24,481,773,594 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,284,181,200 | BOYAmt |
| EOY | $24,551,081,483 | 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 | $2,151,988,714 | BOYAmt |
| EOY | $2,318,997,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,151,988,714 | BOYAmt |
| EOY | $2,318,997,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,436,169,914 | BOYAmt |
| EOY | $26,870,079,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $148,576,696 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $148,852,907 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$130,420,650 | 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 | $51,333,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,813,323 | DepreciationAmt |
| Book Value | $16,520,335 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,066,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,327,818 | DepreciationAmt |
| Book Value | $1,738,693 | 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 | $33,161,913 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATE LOANS AND LIENS | $1,112,894,208 | C |
| OTHER INVESTED ASSETS | $1,162,330,700 | C |
| MORTGAGE LOANS | $271,531,933 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,546,756,841 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (20 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE UNDER LIFE CERTIFICATES | $15,152,384,255 |
| RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES | $653,631,215 |
| LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS | $7,332,053,089 |
| UNPAID CLAIMS - LIFE | $60,824,901 |
| DIVIDENDS DUE AND UNPAID | $1,044,618 |
| DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR | $238,193,844 |
| PREMIUMS RECEIVED IN ADVANCE | $6,285,629 |
| AMOUNTS WITHHELD AS TRUSTEE | $2,731,343 |
| AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT | $417,193 |
| REMITTANCES AND ITEMS NOT ALLOCATED | $4,944,609 |
| LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES | $209,129,382 |
| INTEREST MAINTENANCE RESERVE | $42,339,690 |
| ASSET VALUATION RESERVE | $497,637,440 |
| UNPRESENTED CHECKS AND DUE TO REINSURERS | $7,112,406 |
| ADVANCE PAYMENTS FOR COUNCIL SUPPLIES | $11,639 |
| FUNDS HELD IN ESCROW - FOURTH DEGREE FUND | $2,117 |
| DUE TO AFFILIATES | $351,443 |
| UNPAID CLAIMS - ACCIDENT AND HEALTH | $648,151 |
| COLLATERAL LIABILITY ON LOANED SECURITIES | $267,368,069 |
| OTHER LIABILITIES | $4,662,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,481,773,594 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,461,460,595 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,070,185 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,070,185 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,460,390,410 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,016,280 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,339,549 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $31,355,829 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,491,746,239 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,311,813,714 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,311,813,714 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $29,016,280 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,339,549 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $31,355,829 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,343,169,543 | 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 2,339,549. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CULTURE OF LIFE FUND 2,339,549. |
| 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 (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 400 | PROGRAM SERVICES | PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS | $429,295,802 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS | GRANTMAKING | $726,204 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS | GRANTMAKING | $95,950 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 6 | GRANTS TO RECIPIENTS | GRANTMAKING | $2,693,387 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTS TO RECIPIENT | GRANTMAKING | $173,000 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTS TO RECIPIENTS | GRANTMAKING | $240,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANT TO RECIPIENTINVESTMENTS | GRANTMAKING | $125,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANT TO RECIPIENT | GRANTMAKING | $4,139 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $326,941,276 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $714,025,646 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $3,115,041,313 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $196,610,915 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | INVESTMENTS | $6,102,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 406 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 406 | TotalEmployeeCnt |
| Subtotal Spent | $433,353,482 | SubtotalSpentAmt |
| Continuation Spent | $4,358,721,274 | ContinuationSpentAmt |
| Total Spent | $4,792,074,756 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (32 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | SUPPORT OF FAMILY AND OUTREACH AND SPIRITUAL RETREAT CENTER IN AFRICA | $125,000 | CHECK | |||
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | SUPPORT JPII CENTER IN UKRAINE | $75,000 | WIRE TRANSFER | |||
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | SUPPORT OF NATIONAL SEMINARY IN HAITI | $125,000 | CHECK | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $5,047 | WIRE TRANSFER | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT EXPANSION OF THE ORGANIZATION'S EUROPEAN OPERATION | $35,000 | WIRE TRANSFER | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SPONSOR OF NATIONAL MARCH FOR LIFE IN OTTAWA, CANADA | $18,715 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT VARIOUS PROGRAMS | $235,650 | CHECKS | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | BROADCASTS OF PAPAL EVENTS | $66,158 | WIRE TRANSFERS | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT BORDER RELIEF | $5,263 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT BORDER RELIEF | $7,895 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE | $45,558 | CHECK | |||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | FUNDING FOR PHILIPPINES OFFICE | $29,950 | WIRE TRANSFER | |||
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | SUPPORT OF WORLD YOUTH DAY 2019 IN PANAMA | $48,000 | CHECK | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY | $689,106 | WIRE TRANSFERS | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $1,600,000 | CHECK | |||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | PHILIPPINES SCHOLARSHIPS FOR ADVANCE STUDIES OF PRIESTS | $48,000 | CHECK | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND | $120,000 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE | $56,857 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PRO-LIFE ADVOCACY | $19,147 | WIRE TRANSFER | |||
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | SUPPORT VARIOUS PROGRAMS | $165,000 | WIRE TRANSFERS | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT FOR POLISH BISHOPS CONFERENCE MEDIA | $9,500 | WIRE TRANSFER | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT OF INTERNATIONAL COMMINUCATIONS PROJECT | $19,000 | WIRE TRANSFER | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT FOR INTERNATIONAL LITURGY CONFERENCE | $23,787 | WIRE TRANSFER | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS | $14,651 | CHECKS | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | DONATIONS TO MEXICAN STATES' SPECIAL OLYMPICS ORGANIZATIONS | $50,000 | CHECKS | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $18,919 | WIRE TRANSFER | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT VARIOUS PROGRAMS | $5,607 | WIRE TRANSFER | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT 2019 INDEPENDENCE DAY CELEBRATION | $10,000 | CHECK | |||
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUPPORT PRO-LIFE CONFERENCE | $86,416 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT MASTER PLAN FOR NEW FACILITIES AND VARIOUS PROGRAMS | $48,000 | WIRE TRANSFERS | |||
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES | $18,000 | CHECK | |||
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SUPPORT VARIOUS PROGRAMS | $46,293 | WIRE TRANSFER | $149,411 | PROVIDE SALARIES AND FRINGE | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 21 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | STIPENDS | TypeOfAssistanceTxt |
| Region | NORTH AMERICA | RegionTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $28,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECKS | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 III ACCOUNTING METHOD: | |
| 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 (76 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| SPECIAL OLYMPICS (50 STATE ORGANIZATIONS AND 1 DISTRICT ORGANIZATION) | ||||||||||
| VARIOUS | VARIOUS | CT | 999999999 | 501(C)(3) | $185,300 | SUPPORT SPECIAL OLYMPICS STATE ORGANIZATIONS | ||||
| MARCH FOR LIFE EDUCATION AND DEFENSE FUND | ||||||||||
| PO BOX 90300 | WASHINGTON | DC | 200900300 | 501(C)(3) | $579,500 | SUPPORT THE ANNUAL MARCH FOR LIFE AND MFL ROSE DINNER | 521231772 | |||
| INSTITUTE ON RELIGIOUS LIFE | ||||||||||
| PO BOX 7500 | LIBERTYVILLE | IL | 600480000 | 501(C)(3) | $25,000 | SUPPORT PROGRAMS | 363797840 | |||
| ASOCIACION NACIONAL DE SACERDOTES HISPANOS | ||||||||||
| PO BOX 3356 | LUBBOCK | TX | 794520000 | 501(C)(3) | $10,000 | SUPPORT OF THEIR 2019 CONVENTION | 581913100 | |||
| FAMILY INSTITUTE OF CONNECTICUT ACTION INC | ||||||||||
| PO BOX 260210 | HARTFORD | CT | 061260000 | 501(C)(4) | $25,000 | SUPPORT PROGRAMS | 201483422 | |||
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | ||||||||||
| PO BOX 18710 | GOLDEN | CO | 804029809 | 501(C)(3) | $25,000 | SUPPORT STUDENT LEADER SUMMIT (PHOENIX, AZ 2020) | 841522811 | |||
| KNIGHTS OF COLUMBUS PUERTO RICO STATE COUNCIL | ||||||||||
| PO BOX 1373 | BAYAMON | PR | 009601373 | 501(C)(8) | $6,000 | SUPPORT PUERTO RICO STATE SCHOLARSHIPS FOR THE 2019-2020 ACADEMIC YEAR | 660620347 | |||
| CHAMBERLAIN HIGH SCHOOL | ||||||||||
| PO BOX 119 | CHAMBERLAIN | SD | 573250000 | $5,547 | SUPPORT OF THE CULTURAL EXCHANGE PROGRAM IN SOUTH DAKOTA | |||||
| MISSION SAN JOSE DE LAGUNA | ||||||||||
| PO BOX 1000 | LAGUNA | NM | 870260000 | $10,000 | SUPPORT PROGRAMS | |||||
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | $1,030,000 | SUPPORT PROGRAM SERVICES AND BUILDING MAINTENANCE | 061590283 | |||
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | SUPPORT MUSEUM OPERATIONS | 061590283 | $1,064,565 | BOOK | PROVIDE SALARIES AND FRINGE | |
| KNIGHTS OF COLUMBUS CHARITIES INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | $2,413,977 | DONATIONS TO VARIOUS DESIGNATED FUNDS | 237227608 | |||
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | $8,205,000 | SUPPORT FOR SAINT JOHN PAUL II NATIONAL SHRINE | 521547103 | $2,515,382 | BOOK | PROVIDE SALARIES, FRINGE & OTHER SUPPORT |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | $1,110,231 | DONATIONS TO VARIOUS DESIGNATED FUNDS | 412140273 | |||
| KNIGHTS OF COLUMBUS CHARITIES INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES | 237227608 | $402,096 | BOOK | PROVIDE SALARIES AND FRINGE | |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 065103326 | 501(C)(3) | $2,470,000 | SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION | 521547103 | |||
| COLUMBIAN CHARITIES OF MISSOURI INC | ||||||||||
| 9699 STATE ROUTE W | PEACE VALLEY | MO | 657880000 | 501(C)(3) | $50,000 | SUPPORT OF THE SPECIAL OLYMPICS "TRAINING FOR LIFE CAMPUS" | 237112691 | |||
| SAINT LUKE INSTITUTE | ||||||||||
| 8901 NEW HAMPSHIRE AVENUE | SILVER SPRING | MD | 209030000 | 501(C)(3) | $25,000 | SUPPORT 2019 BENEFIT HONORING ARCHBISHOP WILTON GREGORY | 521082730 | |||
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF HARTFORD | ||||||||||
| 839 ASYLUM AVENUE | HARTFORD | CT | 061052801 | 501(C)(3) | $50,000 | SUPPORT OF CENTRO SAN JOSE SERVING HIGH-RISK YOUTHS IN NEW HAVEN, CT | 060667607 | |||
| UKRAINIAN CATHOLIC ARCHEPARCHY OF PHILADELPHIA | ||||||||||
| 810 NORTH FRANKLIN STREET | PHILADELPHIA | PA | 191232005 | 501(C)(3) | $25,000 | SUPPORT OF ITS WEEK-LONG "HEART TO HEART" PROGRAM | 231986964 | |||
| ROMAN CATHOLIC DIOCESE OF RICHMOND | ||||||||||
| 7800 CAROUSEL LANE | RICHMOND | VA | 232940000 | 501(C)(3) | $50,000 | SUPPORT OF ITS 2020 BICENTENNIAL CELEBRATION (1820-2020) | 540505947 | |||
| FAMILY INSTITUTE OF CONNECTICUT | ||||||||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 061260000 | 501(C)(3) | $151,000 | SURPORT 30TH ANNIVERSARY FUNDRAISING BANQUET AND PROGRAMS | 061282690 | |||
| SAINT CATHERINE CENTER FOR SPECIAL NEEDS INC | ||||||||||
| 760 TAHMORE DRIVE | FAIRFIELD | CT | 068250000 | 501(C)(3) | $20,000 | SUPPORT ANNUAL DINNER | 472207552 | |||
| NATIONAL CATHOLIC OFFICE FOR THE DEAF | ||||||||||
| 7202 BUCHANAN STREET | LANDOVER HILLS | MD | 207842236 | 501(C)(3) | $15,000 | SUPPORT PROGRAMS FOR DEAF AND HARD OF HEARING INDIVIDUALS | 521650979 | |||
| ALBERTUS MAGNUS COLLEGE | ||||||||||
| 700 PROSPECT STREET | NEW HAVEN | CT | 065110000 | 501(C)(3) | $10,000 | SUPPORT FOR SCHOLARSHIP GOLF CLASSIC | 060646520 | |||
| NATIONAL LIFE CENTER INC | ||||||||||
| 686 NORTH BROAD STREET | WOODBURY | NJ | 080961607 | 501(C)(3) | $100,000 | SUPPORT OPERATION OF A PRO-LIFE CRISIS PREGNANCY HOTLINE | 521052094 | |||
| NATIONAL CATHOLIC BIOETHICS CENTER | ||||||||||
| 6399 DREXEL ROAD | PHILADELPHIA | PA | 191512511 | 501(C)(3) | $250,000 | SUPPORT HUMAN DIGNITY IN HEALTH CARE AND LIFE SCIENCE | 042871526 | |||
| DIVA COMMUNICATIONS INC | ||||||||||
| 630 NINTH AVENUE SUITE 304 | NEW YORK | NY | 100360000 | $25,000 | SUPPORT OF DOCUMENTARY PRODUCTION OF "AIM FOR GRACE- FAITHS WAR AGAINST THE OPIOD EPIDEMIC" | 133400009 | ||||
| SACRED HEART UNIVERSITY | ||||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | 501(C)(3) | $10,000 | SUPPORT OF CONCERT | 060776644 | |||
| DIOCESE OF GALLUP | ||||||||||
| 503 WEST HIGHWAY 66 | GALLUP | NM | 873010000 | 501(C)(3) | $125,000 | SUPPORT PHASE ONE OF CONSTRUCTION OF THE ST. KATERI ROSARY WALK AND SHRINE | 850149034 | |||
| SAINT MARY PARISH CORPORATION | ||||||||||
| 5 HILLHOUSE AVENUE | NEW HAVEN | CT | 065110000 | 501(C)(3) | $2,007,260 | SUPPORT RENOVATIONS TO CHURCH AND PROGRAMS | 822922000 | |||
| DIOCESE OF EL PASO | ||||||||||
| 499 ST MATTHEWS STREET | EL PASO | TX | 799070000 | 501(C)(3) | $100,000 | SUPPORT FOR HUMANITARIAN AID AT THE US/MEXICO BORDER | 746000751 | |||
| SISTER THEA BOWMAN BLACK CATHOLIC EDUCATION FOUNDATION | ||||||||||
| 4870 WOODRIDGE DRIVE | HERMANTOWN | MN | 558110000 | 501(C)(3) | $20,000 | SUPPORT SCHOLARSHIP AWARDS FOR AFRICAN AMERICAN SINGLE MOTHERS | 030322037 | |||
| THE THOMISTIC INSTITUTE | ||||||||||
| 487 MICHIGAN AVENUE NE | WASHINGTON | DC | 200170000 | 501(C)(3) | $100,000 | SUPPORT PROGRAMS | 536016922 | |||
| FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS | ||||||||||
| 467 BLOOMFIELD AVENUE | BLOOMFIELD | CT | 060020000 | 501(C)(3) | $13,500 | SUPPORT VARIOUS PROGRAMS AND SCHOLARSHIP FUND | 061359802 | |||
| NATIONAL CENTER ON SEXUAL EXPLOITATION | ||||||||||
| 440 1ST STREET NW SUITE 840 | WASHINGTON | DC | 200010000 | 501(C)(3) | $150,000 | SUPPORT OF CHANGING POLICIES AND PUBLIC OPINION ON SEXUAL EXPLOITATION | 132608326 | |||
| CATHOLIC DIOCESE OF PEORIA | ||||||||||
| 419 NE MADISON AVENUE | PEORIA | IL | 616030000 | 501(C)(3) | $50,000 | SUPPORT THE BEATIFICATION OF ARCHBISHOP FULTON SHEEN | 370661190 | |||
| COUNCIL OF MAJOR SUPERIORS OF WOMEN RELIGIOUS | ||||||||||
| 415 MICHIGAN AVENUE NE SUITE 420 | WASHINGTON | DC | 200170000 | 501(C)(3) | $200,000 | SUPPORT OF THE 2019 NATIONAL ASSEMBLY AND 2019/2020 FORMATORS WORKSHOPS | 521792586 | |||
| NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY | ||||||||||
| 415 MICHIGAN AVENUE NE | WASHINGTON | DC | 200174501 | 501(C)(3) | $150,000 | PROMOTE INCLUSION OF DISABLED PERSONS IN THE PASTORAL AND SACRAMENTAL LIFE OF THE CHURCH | 521262317 | |||
| BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION | ||||||||||
| 400 MICHIGAN AVENUE NE | WASHINGTON | DC | 200171566 | 501(C)(3) | $159,500 | SUPPORT TV BROADCASTS, CONCERT AND 35TH ANNIVERSARY OF US-VATICAN DIPLOMATIC RELATIONS | 530196626 | |||
| ST ROSE OF LIMA SCHOOL | ||||||||||
| 40 CHURCH HILL ROAD | NEWTOWN | CT | 064700000 | 501(C)(3) | $48,000 | MATCHING GRANT FOR SCHOOL SECURITY | 383937045 | |||
| NEW HAVEN SYMPHONY ORCHESTRA | ||||||||||
| 4 HAMILTON STREET | NEW HAVEN | CT | 065110000 | 501(C)(3) | $55,000 | SUPPORT FOR 2019 CHRISTMAS CONCERT AND 125TH ANNIVERSARY GALA | 066000592 | |||
| SISTERS OF LIFE | ||||||||||
| 38 MONTEBELLOW ROAD | SUFFERN | NY | 109010000 | 501(C)(3) | $18,974 | SUPPORT THE 2019 FRIENDS OF THE SISTERS OF LIFE GALA | 061579167 | |||
| THE GIVEN INSTITUTE | ||||||||||
| 38 MONTEBELLO ROAD | SUFFERN | NY | 109010000 | 501(C)(3) | $75,000 | SUPPORT FOR OUTREACH TO YOUNG ADULT CATHOLIC WOMEN | 824360581 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 37 UNION STREET | NEW HAVEN | CT | 065110000 | 501(C)(3) | $75,000 | SUPPORT MISSION FOR AFFORDABLE HOUSING | 061178712 | |||
| SAINT FRANCIS MISSION AMONG THE LAKOTA | ||||||||||
| 350 SOUTH OAK STREET | ST FRANCIS | SD | 575720000 | 501(C)(3) | $10,000 | SUPPORT OF COATS FOR KIDS AT ROSEBUD RESERVATION, SD | 261904576 | |||
| CHRIST IN THE CITY | ||||||||||
| 3401 NORTH PECOS STREET | DENVER | CO | 80211 | 501(C)(3) | $10,000 | SUPPORT PROGRAMS | 274663161 | |||
| CHILDREN'S WORKS INC | ||||||||||
| 334 SURREY STREET | SAN FRANCISCO | CA | 941310000 | 501(C)(3) | $50,000 | SUPPORT WALK FOR LIFE WEST COAST | 943258830 | |||
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC | ||||||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 065110000 | 501(C)(3) | $10,000 | SUPPORT OPERATIONS BENEFITING LOW-INCOME HOUSING | 061021268 | |||
| CATHOLIC ASSOCIATION OF LATINO LEADERS | ||||||||||
| 3234 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900100000 | 501(C)(3) | $15,000 | SUPPORT FOR ANGEL AWARDS GALA | 261135065 | |||
| NATIONAL CATHOLIC PRAYER BREAKFAST | ||||||||||
| 3220 N STREET NW | WASHINGTON | DC | 200070000 | 501(C)(3) | $150,000 | GATHER PEOPLE TO RENEW DEDICATION TO FAITH AND THIS GREAT REPUBLIC | 200408543 | |||
| THE AMERICAN COLLEGE OF THE ROMAN CATHOLIC CHURCH OF THE UNITED STATES | ||||||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 200170000 | 501(C)(3) | $25,000 | SUPPORT 2019 RECTOR'S DINNER | 237201921 | |||
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS | ||||||||||
| 3211 4TH STREET NE | WASHINGTON | DC | 200171104 | 501(C)(3) | $1,442,548 | SUPPORT PROGRAMS | 530196617 | |||
| STENO INSTITUTE | ||||||||||
| 306 WEST EL NORTE PARKWAY 25 | ESCONDIDO | CA | 920260000 | 501(C)(3) | $100,000 | PRO-LIFE ADVOCACY | 831645986 | |||
| BECKET FUND FOR RELIGIOUS LIBERTIES | ||||||||||
| 3000 K STREET NW SUITE 220 | WASHINGTON | DC | 200070000 | 501(C)(3) | $325,000 | SUPPORT OF 2019 PROGRAMS AND THE CANTERBURY MEDAL DINNER | 521858532 | |||
| THE HUMAN LIFE FOUNDATION INC | ||||||||||
| 271 MADISON AVENUE ROOM 1105 | NEW YORK | NY | 100160000 | 501(C)(3) | $25,000 | SUPPORT 2019 GREAT DEFENDER OF LIFE DINNER | 237368926 | |||
| INSTITUTE ON PRIESTLY FORMATION | ||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 681780410 | 501(C)(3) | $75,000 | SUPPORT OF ANNUAL SUMMER PROGRAM FOR SEMINARIANS | 470376583 | |||
| AMERICAN WHEELCHAIR MISSION | ||||||||||
| 2309 LAS POSAS ROAD SUITE C-501 | CAMARILLO | CA | 930100000 | 501(C)(3) | $300,000 | FOR THE ACQUISITION AND DISTRIBUTION OF WHEELCHAIRS TO THE NEEDY | 264571639 | |||
| LIFE ATHLETES INC | ||||||||||
| 210 SOUTH MICHIGAN 400 PLAZA BLDG | SOUTH BEND | IN | 466010000 | 501(C)(3) | $50,000 | SUPPORT PROGRAMS | 223160231 | |||
| CHOOSE LIFE AT YALE | ||||||||||
| 206 ELM STREET | NEW HAVEN | CT | 065200000 | 501(C)(3) | $6,500 | SUPPORT PROGRAMS THAT UPHOLD THE DIGNITY OF HUMAN LIFE | 320090956 | |||
| CONNECTICUT FOOD BANK | ||||||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 064920000 | 501(C)(3) | $25,000 | PURCHASE OF FOOD FOR THE HOLIDAYS FOR THOSE IN NEED | 061063025 | |||
| CATHOLIC CHARITIES DIOCESE OF LAREDO | ||||||||||
| 1901 CORPUS CHRISTI STREET | LAREDO | TX | 780430000 | 501(C)(3) | $50,000 | SUPPORT FOR HUMANITARIAN AID AT THE US/MEXICO BORDER | 742298185 | |||
| ETHICS AND PUBLIC POLICY CENTER | ||||||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 200360000 | 501(C)(3) | $85,000 | SUPPORT 2019 TERTIO MILLENNIO SEMINAR ON THE FREE SOCIETY AND 2019 CATHOLIC WOMEN'S FORUM | 521162185 | |||
| BE NOT AFRAID | ||||||||||
| 15237 FRED BROWN ROAD | HUNTERSVILLE | NC | 280780000 | 501(C)(3) | $50,000 | SUPPORT PROGRAMS | 371659681 | |||
| DOMINICAN FATHERS PROVINCE OF ST JOSEPH | ||||||||||
| 141 EAST 65TH STREET | NEW YORK | NY | 100656618 | 501(C)(3) | $7,500 | SUPPORT FOR STAGE PRODUCTION OF EUGENE O'NEILL'S "AH - WILDERNESS" | 131873291 | |||
| LITTLE SISTERS OF THE POOR INC | ||||||||||
| 1365 ENFIELD STREET | ENFIELD | CT | 060824900 | 501(C)(3) | $10,000 | SUPPORT PROGRAMS | 060882297 | |||
| THE HARTFORD BISHOPS' FOUNDATION INC | ||||||||||
| 134 FARMINGTON AVENUE | HARTFORD | CT | 061053784 | 501(C)(3) | $500,000 | SUPPORT ARCHDIOCESAN PARISH WIDE CAPITAL CAMPAIGN | 811546773 | |||
| THE HARTFORD ROMAN CATHOLIC DIOCESAN CORPORATION | ||||||||||
| 134 FARMINGTON AVENUE | HARTFORD | CT | 061050000 | 501(C)(3) | $31,000 | SUPPORT THE 2019 LENTEN CONFESSION CAMPAIGN | 060646669 | |||
| PARADISUS DEI INC | ||||||||||
| 10850 RICHMOND AVENUE SUITE 100 | HOUSTON | TX | 770420000 | 501(C)(3) | $500,000 | SUPPORT DEVELOPMENT OF A SERIES OF DOCUMENTARIES ON MARRIAGE | 061699099 | |||
| LIFE IS SACRED | ||||||||||
| 104 EAST AZTEC AVENUE | GALLUP | NM | 873010000 | 501(C)(3) | $50,000 | SUPPORT OF THE 2020 MARCH FOR LIFE | 841735115 | |||
| ARCHDIOCESE FOR THE MILITARY SERVICE USA | ||||||||||
| 1025 MICHIGAN AVENUE NE | WASHINGTON | DC | 200170469 | 501(C)(3) | $25,000 | SUPPORT SEMINARIAN PROGRAM AND THE 10TH ANNUAL BENEFIT | 131624090 | |||
| MARCH FOR LIFE ACTION | ||||||||||
| 1012 14TH STREET NW | WASHINGTON | DC | 200050000 | 501(C)(4) | $108,140 | PRO-LIFE ADVOCACY | 521059820 | |||
| THE ALFRED E SMITH MEMORIAL FOUNDATION | ||||||||||
| 1011 FIRST AVENUE SUITE 1400 | NEW YORK | NY | 100224112 | 501(C)(3) | $35,000 | SUPPORT PROGRAMS TO BRING HOPE TO THE NEEDIEST CHILDREN REGARDLESS OF RACE, CREED OR COLOR | 131553263 | |||
| ARCHDIOCESE OF NEW YORK | ||||||||||
| 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 100220000 | 501(C)(3) | $85,000 | SUPPORT FOR WEEKLY SIRIUS XM BROADCAST AND BOARD PILGRIMAGE TO ST. PATRICK'S CATHEDRAL | 133089351 | |||
| SHRINE OF OUR LADY OF GUADALUPE | ||||||||||
| 417 AGUA FRIA STREET | SANTE FE | NM | 875010000 | 501(C)(3) | $10,000 | SUPPORT PROGRAMS | 850119044 | |||
| RED CLOUD INDIAN SCHOOL INC | ||||||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 577700000 | 501(C)(3) | $10,000 | SUPPORT OF COATS FOR KIDS AT PINE RIDGE RESERVATION, SD | 460275071 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 67 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STIPENDS | GrantTypeTxt |
| Recipient | 114 | RecipientCnt |
| Cash Grant | $238,895 | CashGrantAmt |
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. | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARL A ANDERSON | ||||||||||||||
| DIRECTOR/SUPREME KNIGHT | $941,992 | $0 | $344,018 | $0 | $479,406 | $0 | $8,400 | $0 | $26,846 | $0 | $1,800,662 | $0 | $0 | $0 |
| PATRICK E KELLY | ||||||||||||||
| DIRECTOR/DEP SUPREME KNIGHT | $336,762 | $0 | $111,418 | $0 | $33,049 | $0 | $8,400 | $0 | $35,909 | $0 | $525,538 | $0 | $0 | $0 |
| JOHN A MARRELLA | ||||||||||||||
| DIRECTOR/SUPREME ADVOCATE | $396,059 | $0 | $124,018 | $0 | $150,919 | $0 | $8,400 | $0 | $26,846 | $0 | $706,242 | $0 | $0 | $0 |
| ANTHONY V MINOPOLI | ||||||||||||||
| DIRECTOR/EXECUTIVE VP INVESTMENTS | $492,355 | $0 | $114,218 | $0 | $7,649 | $0 | $8,400 | $0 | $35,909 | $0 | $658,531 | $0 | $0 | $0 |
| MICHAEL J O'CONNOR | ||||||||||||||
| DIRECTOR/SUPREME SECRETARY | $266,708 | $0 | $75,018 | $0 | $73,291 | $0 | $7,258 | $0 | $35,909 | $0 | $458,184 | $0 | $0 | $0 |
| RONALD F SCHWARZ | ||||||||||||||
| DIRECTOR/SUPREME TREASURER | $201,391 | $0 | $65,218 | $0 | $37,975 | $0 | $6,119 | $0 | $26,846 | $0 | $337,549 | $0 | $0 | $0 |
| MARC A BRUNET | ||||||||||||||
| VICE PRESIDENT/ACTUARY | $243,148 | $0 | $51,375 | $0 | $8,925 | $0 | $6,867 | $0 | $26,846 | $0 | $337,161 | $0 | $0 | $0 |
| JOHN J KENNEDY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $439,392 | $0 | $140,918 | $0 | $5,328 | $0 | $8,400 | $0 | $35,909 | $0 | $629,947 | $0 | $0 | $0 |
| RICHARD J KNEE MD | ||||||||||||||
| MEDICAL DIRECTOR | $284,881 | $0 | $15,600 | $0 | $1,634 | $0 | $7,400 | $0 | $34,622 | $0 | $344,137 | $0 | $0 | $0 |
| RONALD D FRANZLUEBBERS | ||||||||||||||
| SENIOR VP/CHIEF ACTUARY | $371,508 | $0 | $102,800 | $0 | $18,886 | $0 | $8,400 | $0 | $33,908 | $0 | $535,502 | $0 | $0 | $0 |
| BETH M ELFREY | ||||||||||||||
| SENIOR VP/DEPUTY GEN COUNSEL | $295,138 | $0 | $62,200 | $0 | $11,398 | $0 | $8,400 | $0 | $35,909 | $0 | $413,045 | $0 | $0 | $0 |
| CHRISTOPHER HUESMAN | ||||||||||||||
| CHIEF INFORMATION OFFICER | $376,290 | $0 | $13,600 | $0 | $2,710 | $0 | $8,400 | $0 | $35,909 | $0 | $436,909 | $0 | $0 | $0 |
| E NEILL JORDAN | ||||||||||||||
| VICE PRESIDENT FIXED INCOME | $290,887 | $0 | $61,225 | $0 | $3,486 | $0 | $8,400 | $0 | $26,846 | $0 | $390,844 | $0 | $0 | $0 |
| MARK MCMULLEN | ||||||||||||||
| SENIOR VP MEMBERSHIP & FRAT MISSION | $324,140 | $0 | $67,500 | $0 | $9,195 | $0 | $8,400 | $0 | $26,846 | $0 | $436,081 | $0 | $0 | $0 |
| KEVIN SHINKLE | ||||||||||||||
| SENIOR VP/CHF COMMUNICATIONS OFFICER | $316,290 | $0 | $77,100 | $0 | $2,224 | $0 | $8,400 | $0 | $35,909 | $0 | $439,923 | $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 | CARL A. ANDERSON $458,272 PATRICK E. KELLY 28,691 JOHN A. MARRELLA 144,501 ANTHONY V. MINOPOLI 4,629 MICHAEL J. O'CONNOR 67,154 RONALD F. SCHWARZ 31,983 RONALD D. FRANZLUEBBERS 16,541 BETH M. ELFREY 7,367 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 1.9 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 2019, 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 -196,291,845. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW 5,597,459. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES 24,374,338. UNREALIZED GAIN ON INVESTMENTS - FOURTH DEGREE 1,070,185. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE 827. CUMULATIVE EFFECT - CHANGE IN ACCOUNTING PRINCIPLE -3,152,184. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 37,980,570. |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| 151 ROGERS LLC | ||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | REAL ESTATE ACTIVITIES | TX | $0 | $7,749,725 | N/A |
| FMJM LLC | ||||||||
| ONE COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | CREATION AND INVESTMENT IN MOVIES, FILMS, DOCUMENTARIES & OTHER MEDIA | DE | $0 | $24,324 | 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 | $7,140,000 | $73,583,294 | N/A |
| ADAMS STREET (KOC) LLC | ||||||||
| 340 MADISON AVENUE 19TH FLOOR | NEW YORK | NY | 10173 | INVEST IN MIDDLE MARKET BORROWER COMPANIES | DE | $0 | $24,290,467 | N/A |
| FMJM RWL IV LLC | ||||||||
| 140 BROADWAY 45TH FLOOR | NEW YORK | NY | 10005 | INVEST IN RESIDENTIAL MORTGAGES | DE | $677,533 | $66,503,843 | 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 ON | 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 (6 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 | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FMJM LLC RWL TRUST 2013-1 | |||||||||||||||||||
| THREE STAMFORD PLAZA 12TH FL | STAMFORD | CT | 06901 | 463828517 | INVEST IN RESIDENTIAL MORTGAGES | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $6,675 | $1,208,011 | 0 | 0 | 0.52000 | ||||||
| FMJM LLC RWL II | |||||||||||||||||||
| THREE STAMFORD PLAZA 12TH FL | STAMFORD | CT | 06901 | 464274270 | INVEST IN RESIDENTIAL MORTGAGES | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $12,274,420 | 0 | 0 | 0.52000 | |||||||
| KOCAAAUDAX PRIVATE DEBT FUND LP | |||||||||||||||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02110 | 813856983 | INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIES | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $4,962,307 | $116,473,994 | 0 | 0 | 0.82270 | ||||||
| NIGHTS VISION LLC PARTNERSHIP | |||||||||||||||||||
| 1 BLOOMFIELD AVENUE | MOUNTAIN LAKES | NJ | 07046 | 474076219 | INVEST IN REAL ESTATE | NJ | KNIGHTS OF COLUMBUS | EXCLUDED | $672,280 | $26,717,557 | 0 | 0 | 0.98000 | ||||||
| KENSINGTON POWER INCOME FUND III LP | |||||||||||||||||||
| INVEST IN SMALL PRIVATE ELECTRICAL POWER FACILITIES & PUBLIC INFRASTRUCTURE | KNIGHTS OF COLUMBUS | EXCLUDED | $2,186,765 | 0 | 0 | 0.99990 | 95 ST CLAIR AVENUE WEST SUITE 905 | TORONTO | ONTARIO | CA | M4V 1N6 | CA | |||||||
| NORTH HAVEN CREDIT PARTNERS III LP | |||||||||||||||||||
| 1585 BROADWAY 39TH FLOOR | NEW YORK | NY | 10036 | 981459478 | INVEST IN DEBT SECURITIES | DE | KNIGHTS OF COLUMBUS | EXCLUDED | $1,312,585 | 0 | 0 | 0.52770 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 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 | $34,248,355 | $5,540,953 | 1.00000 | Yes (1) |
| ALFA PROPERTIES INC | ||||||||||||
| 11766 WILSHIRE BLVD FL 9 | LOS ANGELES | CA | 90025 | 811776357 | CREATION AND INVESTMENT IN MOVIES, FILMS & OTHER MEDIA | DE | KNIGHTS OF COLUMBUS | C | $20 | $216,389 | 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 | $4,281,256 | $60,628,173 | 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 | 0 | 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 (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KNIGHTS OF COLUMBUS CHARITIES INC | ||
| B | $2,816,073 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||
| B | $1,110,231 | FAIR MARKET VALUE |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||
| B | $2,094,565 | FAIR MARKET VALUE |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||
| K | $310,000 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| B | $13,190,382 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| Q | $493,954 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| S | $1,350,000 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CANADA CHARITIES INC | ||
| B | $195,704 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CANADA CHARITIES INC | ||
| P | $159,420 | FAIR MARKET VALUE |
| KOCAAAUDAX PRIVATE DEBT FUND LP | ||
| B | $4,962,307 | FAIR MARKET VALUE |
| ALFA PROPERTIES INC | ||
| B | $273,000 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES INC | ||
| Q | $109,526 | FAIR MARKET VALUE |
| THE KNIGHTS OF COLUMBUS MUSEUM INC | ||
| Q | $83,880 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||
| Q | $283,651 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC | ||
| B | $3,153,200 | FAIR MARKET VALUE |
| NIGHTS VISION LLC PARTNERSHIP | ||
| B | $1,239,700 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES INC | ||
| P | $64,969 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS CHARITIES USA INC | ||
| P | $274,517 | FAIR MARKET VALUE |
| JOHN PAUL II SHRINE AND INSTITUTE INC | ||
| P | $132,866 | FAIR MARKET VALUE |
| NORTH HAVEN CREDIT PARTNERS III LP | ||
| B | $1,312,585 | FAIR MARKET VALUE |
| KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC | ||
| M | $609,206 | FAIR MARKET VALUE |