2018-11-14T07:31:47-06:00 2017-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2017-01-01 060416470 KNIGHTS OF COLUMBUS KNIG 2037524000 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 MICHAEL J O'CONNOR SUPREME SECRETARY 2037524822 2018-11-12 THOMAS F LYDEN P01215353 2032489341 173.166.62.193 2018-11-12 10:55:18 ES P 897B114C1C96FA78E485A2193B31E03E74BB2033 8A6FCD5E09A82FA1F8D7B87A26944CBD627221A5 2017 2019-02-21 02:37:17Z MICHAEL J O'CONNOR ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 5028779482 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. 26 20 3548 1951000 14574805 1199836 0 0 1289382982 1294683098 941826817 1008307464 56340382 58273669 2287550181 2361264231 40477336 35077184 1775397570 1825608018 146516840 152347932 0 0 0 236461568 240089458 2198853314 2253122592 88696867 108141639 23634780746 24962130453 21679570652 22817906199 1955210094 2144224254 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 1825608018 1275663495 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 $1,825,608,018 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2017, 19,837 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $59,428. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 49. 392437390 PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS. 35077184 35077184 5370887 PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS. 2253122592 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 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 124572 0 1 3548 1 1 1 1 CA RP VT MX DR PL BE 0 0 0 0 0 0 0 0 X 26 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X MICHAEL J O'CONNOR SUPREME SECRETARY 2037524822 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 X CARL A ANDERSON DIRECTOR/SUPREME KNIGHT 45.00 15.00 X X 1476961 0 33633 MICHAEL G CONRAD DIRECTOR 5.00 0.00 X 30800 0 0 VIRGIL C DECHANT DIRECTOR 3.00 5.00 X 22742 0 0 SCOTT A FLOOD DIRECTOR 5.00 0.00 X 30800 0 0 MICHAEL T GILLIAM DIRECTOR 5.00 0.00 X 31600 0 0 TOMMY C HARGER DIRECTOR 5.00 0.00 X 30800 0 0 COLIN R JORSCH JR DIRECTOR 5.00 0.00 X 8800 0 0 PATRICK E KELLY DIRECTOR/DEP SUPREME KNIGHT 44.00 11.00 X 444601 0 42216 LARRY W KUSTRA DIRECTOR 5.00 0.00 X 32820 0 0 PAUL J LAMBERT DIRECTOR 5.00 0.00 X 29200 0 0 MOST REV WILLIAM E LORI DIRECTOR/SUPREME CHAPLAIN 5.00 5.00 X X 125000 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 50.00 5.00 X X 591990 0 33633 JAVIER S MARTINEZ DIRECTOR 5.00 0.00 X 14400 0 0 PATRICK T MASON DIRECTOR 5.00 0.00 X 8800 0 0 CARMINE V MUSUMECI DIRECTOR 5.00 0.00 X 8800 0 0 GRAYDON A NICHOLAS DIRECTOR 5.00 5.00 X 36157 0 0 MICHAEL J O'CONNOR DIRECTOR/SUPREME SECRETARY 50.00 5.00 X X 365671 0 42215 ARTHUR LOUIS L PETERS DIRECTOR 5.00 0.00 X 32820 0 0 JOSE C REYES JR DIRECTOR 5.00 0.00 X 29410 0 0 DANIEL ROSSI DIRECTOR 5.00 0.00 X 30000 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 48.00 7.00 X X 238987 0 31195 JAMES R SCROGGIN DIRECTOR 5.00 0.00 X 30800 0 0 BRIAN W SIMER DIRECTOR 5.00 0.00 X 30000 0 0 THOMAS P SMITH JR DIRECTOR/EXECUTIVE VP INS 50.00 5.00 X X 847581 0 42215 KENNETH E STOCKWELL DIRECTOR 5.00 0.00 X 31600 0 0 MICHAEL L WILLS DIRECTOR 5.00 0.00 X 31600 0 0 ARTHUR J HARRIS PAST DIRECTOR 5.00 0.00 X 22800 0 0 LOGAN T LUDWIG PAST DIRECTOR/DEP SUPREME KNIGHT 44.00 11.00 X X 132600 0 0 THOMAS M WEGENER PAST DIRECTOR 5.00 0.00 X 23600 0 0 MARC A BRUNET SENIOR VP/ACTUARY 45.00 0.00 X 267860 0 31656 MICHAEL C CONFORTI MD MEDICAL DIRECTOR 45.00 0.00 X 378683 0 33634 JOHN J KENNEDY CHIEF FINANCIAL OFFICER 50.00 5.00 X 438087 0 35913 RONALD J TRACZ ASST SUPREME SECRETARY 50.00 5.00 X 266642 0 28115 RONALD D FRANZLUEBBERS CHIEF ACTUARY 45.00 0.00 X 410786 0 41520 ANTHONY V MINOPOLI SENIOR VP INVESTMENT 45.00 0.00 X 703551 0 42215 JOHN BURKHARD SENIOR VP FIELD MANAGEMENT 45.00 0.00 X 305834 0 40779 THOMAS DUFFY VP INVESTMENT STRATEGIES 45.00 0.00 X 295168 0 40779 BETH ELFREY SENIOR VP/DEPUTY GEN COUNSEL 45.00 0.00 X 345763 0 42134 E NEILL JORDAN SENIOR VP FIXED INCOME 45.00 0.00 X 352376 0 41719 GILLES MARCHAND VP CREDIT INVESTMENT 45.00 0.00 X 279845 0 36303 8816335 0 639874 175 0 1 0 NESCO RESOURCE 999 ORONOQUE LANE STRATFORD CT 06614 STAFFING SERVICES 7268795 ST JOSEPH PRINTING LTD 50 MACINTOSH BLVD CONCORD ONTARIO CA L4K 4P3 PRINTING SERVICES 3613794 COMPUTER SCIENCES CORPORATION 200 WEST CESAR CHAVEZ ST AUSTIN TX 78701 IT SERVICES 3160697 EBIX INC PO BOX 740209 ATLANTA GA 30374 PMO SUPPORT, IMAGING WORKFLOW & NETWORKS 2971987 CREATIVE GROUP INC 619 N LYNNDALE DRIVE APPLETON WI 54914 EVENT PLANNING SERVICES 1738604 384 PREMIUM INCOME 524113 1212446365 1198797649 13648716 SUPPLEMENTARY CONTRACT 524113 54733027 54733027 INTEREST MAINTENANCE R 524113 17683031 17683031 MEMBERSHIP DUES 900099 3216681 3216681 MEMBERSHIP ASSESSMENTS 900099 2154206 2154206 4449788 4449788 1294683098 954122872 926089 953196783 2721699843 2667515251 54184592 54184592 54184592 CERTIFICATE LOANS 524113 48366354 48366354 MORTGAGE LOANS 524113 9907315 9907315 58273669 2361264231 1281034382 14574805 1065655044 29609081 29609081 209234 209234 5258869 5258869 1825608018 1825608018 7675509 7675509 68115649 68115649 18535982 18535982 46495321 46495321 11525471 11525471 2549597 2549597 1533320 1533320 11071198 11071198 5598804 5598804 2292877 2292877 15386559 15386559 6892950 6892950 5709615 5709615 6814319 6814319 2348535 2348535 3244097 3244097 3479831 3479831 COMMISSIONS ON PREMIUM 110487899 110487899 UBI AND OTHER TAXES 511580 511580 SUNDRY GENERAL EXPENSE 24166850 24166850 BENEVOLENCE PROGRAMS 16394011 16394011 21607416 21607416 2253122592 2253122592 0 0 31132412 70648849 511127334 602902716 86796354 48866982 39897456 37929372 20951352283 21865968626 1870815901 2150673343 230455360 234007547 23634780746 24962130453 22965007 68005904 1648422 1565622 21654957223 22748334673 21679570652 22817906199 X 0 0 0 0 1955210094 2144224254 1955210094 2144224254 23634780746 24962130453 X 108141639 44242680 36629841 X 0 1 X 1 0 0 1 X 14902885 14902885 51333659 29656412 21677247 19852613 18503373 1349240 707197 707197 0 37929372 CERTIFICATE LOANS AND LIENS 1078569374 C OTHER INVESTED ASSETS 851852913 C MORTGAGE LOANS 220251056 C 2150673343 RESERVE UNDER LIFE CERTIFICATES 13927454282 RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES 522819802 LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS 7055441189 UNPAID CLAIMS - LIFE 53486567 DIVIDENDS DUE AND UNPAID 1052540 DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR 255920491 PREMIUMS RECEIVED IN ADVANCE 6739822 AMOUNTS WITHHELD AS TRUSTEE 2253865 AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT 197963 REMITTANCES AND ITEMS NOT ALLOCATED 13061341 LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES 284593085 INTEREST MAINTENANCE RESERVE 60505185 ASSET VALUATION RESERVE 349749050 UNPRESENTED CHECKS AND DUE TO REINSURERS 3782255 ADVANCE PAYMENTS FOR COUNCIL SUPPLIES 28739 FUNDS HELD IN ESCROW - FOURTH DEGREE FUND 2117 DUE TO AFFILIATES 1857261 UNPAID CLAIMS - ACCIDENT AND HEALTH 510843 COLLATERAL LIABILITY ON LOANED SECURITIES 208878276 22748334673 2329442463 646863 646863 2328795600 30313998 2154633 32468631 2361264231 2220653961 0 2220653961 30313998 2154633 32468631 2253122592 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 2,154,206. COST-PROMOTIONAL GOODS 427. PART XII, LINE 4B - OTHER ADJUSTMENTS: CULTURE OF LIFE FUND 2,154,206. COST-PROMOTIONAL GOODS 427. 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 0 453 PROGRAM SERVICES PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS 259420248 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS GRANTMAKING 823150 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS GRANTMAKING 166734 EUROPE (INCLUDING ICELAND & GREENLAND) 1 6 GRANTS TO RECIPIENTS GRANTMAKING 3987901 MIDDLE EAST AND NORTH AFRICA 0 0 GRANT TO RECIPIENT GRANTMAKING 10000 RUSSIA AND NEIGHBORING STATES 0 0 GRANT TO RECIPIENT GRANTMAKING 126084 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTINVESTMENTS GRANTMAKING 145000 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 37047996 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 177882458 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1282047428 NORTH AMERICA 0 0 INVESTMENTS 3150350051 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 182824939 SOUTH AMERICA 0 0 INVESTMENTS 27520526 1 459 0 0 1 459 301727113 4820625402 5122352515 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 30398 WIRE TRANSFER SUB-SAHARAN AFRICA SUPPORT ORPHANS WITH AIDS LIVING IN AFRICA 145000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) COMMEMORATION OF THE CENTENNIAL OF WORLD WAR I 238822 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT OF PAPAL BROADCAST OF EASTER MASS 10000 CHECK NORTH AMERICA SUPPORT VARIOUS PROGRAMS 202871 CHECK NORTH AMERICA SUPPORT "RISE UP" NATIONAL CONFERENCE IN CALGARY, CANADA 18428 CHECK NORTH AMERICA SPONSOR OF NATIONAL MARCH FOR LIFE IN OTTAWA, CANADA 18731 CHECK NORTH AMERICA PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE 46703 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY 1027241 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) DONATION OF EARNINGS FROM THE VICARIUS CHRISTI FUND 1600000 CHECKS MIDDLE EAST AND NORTH AFRICA SUPPORT PROTECTION AND PRESERVATION OF CHRISTIANS IN THE MIDDLE EAST 10000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND 96400 CHECK NORTH AMERICA PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE 59034 CHECK NORTH AMERICA PRO-LIFE ADVOCACY 25357 WIRE TRANSFER EAST ASIA AND THE PACIFIC SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES 18000 WIRE TRANSFER NORTH AMERICA SUPPORT VARIOUS PROGRAMS 184429 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) BROADCASTS OF PAPAL EVENTS 73645 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT SPECIAL OLYMPICS IN ITALY 148579 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FOR INTERNATIONAL LITURGY CONFERENCE 23495 WIRE TRANSFER NORTH AMERICA DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS 11573 CHECKS EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT 2017 INDEPENDENCE DAY CELEBRATION 10000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT THE NATIONAL MERCY CONGRESS 50000 WIRE TRANSFER RUSSIA AND NEIGHBORING STATES SUPPORT UGCC SYNODAL HALL 126084 WIRE TRANSFER EAST ASIA AND THE PACIFIC SUPPORT SCHOLARSHIPS FOR NORTH KOREAN DEFECTOR CHILDREN 6000 WIRE TRANSFER EAST ASIA AND THE PACIFIC SUPPORT ADVANCED STUDIES FOR PRIESTS IN THE PHILIPPINES 2017-2018 96000 CHECKS NORTH AMERICA SUPPORT MASTER PLAN FOR NEW FACILITIES 73000 WIRE TRANSFERS EAST ASIA AND THE PACIFIC DONATIONS OF THE ANNUAL EARNINGS OF FATHER MICHAEL J. MCGIVNEY FUND 46734 WIRE TRANSFERS NORTH AMERICA SUPPORT THE MICHAEL J. MCGIVNEY FUND AND OTHER FUNDS 70440 WIRE TRANSFER 88271 PROVIDE SALARIES AND FRINGE BOOK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT OF PROGRAMS AND RETREAT BUILDING 273080 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT THE "DAME DE COEUR' ILLUMINATION AT THE NOTRE DAME CATHEDRAL IN PARIS 25000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 345000 CHECK 12 19 STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) 5 20097 CHECK AND WIRE TRANSFER STIPENDS NORTH AMERICA 9 15627 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 IV, QUESTION 3 LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471. 1 AID FOR WOMEN INC 730 WAUKEGAN ROAD DEERFIELD IL 600154376 362988483 501(C)(3) 25000 SUPPORT PROGRAMS AMERICAN WHEELCHAIR MISSION 2309 LAS POSAS ROAD SUITE C-501 CAMARILLO CA 930100000 264571639 501(C)(3) 300000 FOR THE ACQUISITION AND DISTRIBUTION OF WHEELCHAIRS TO THE NEEDY APOSTLES OF THE SACRED HEART OF JESUS 265 BENHAM STREET HAMDEN CT 065142801 060653064 501(C)(3) 10000 SUPPORT VOCATIONS ARCHDIOCESE FOR THE MILITARY SERVICE USA 1025 MICHIGAN AVENUE NE WASHINGTON DC 200170469 131624090 501(C)(3) 75000 SUPPORT SEMINARIAN PROGRAM AND THE 9TH ANNUAL BENEFIT ARCHDIOCESE OF HARTFORD 134 FARMINGTON AVENUE HARTFORD CT 061053784 060646669 501(C)(3) 25000 SUPPORT THE 2017 LENTEN CONFESSION CAMPAIGN ARCHDIOCESE OF NEW YORK 1011 FIRST AVENUE 14TH FLOOR NEW YORK NY 100220000 133089351 501(C)(3) 75000 SUPPORT FOR WEEKLY SIRIUS XM BROADCAST ARCHDIOCESE OF OKLAHOMA CITY 7501 NORTHWEST EXPRESSWAY OKLAHOMA CITY OK 731320000 730632924 501(C)(3) 100000 SUPPORT FR. ROTHER BEATIFICATION MASS ARCHDIOCESE OF PHILADELPHIA 222 NORTH 17TH STREET PHILADELPHIA PA 191031299 231360839 501(C)(3) 10000 SUPPORT THE "REMAIN IN MY LOVE" INITIATIVE FOR THE RENEWAL OF MARRIAGE AND FAMILY ASOCIACION NACIONAL DE SACERDOTES HISPANOS PO BOX 3356 LUBBOCK TX 794520000 581913100 501(C)(3) 10000 SUPPORT SEPTEMBER 2017 CONFERENCE IN MILWAUKEE, WISCONSIN BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION 400 MICHIGAN AVENUE NE WASHINGTON DC 200171566 530196626 501(C)(3) 180557 SUPPORT TV BROADCASTS AND USHER MINISTRY PROGRAM BECKET FUND FOR RELIGIOUS LIBERTIES 3000 K STREET NW SUITE 220 WASHINGTON DC 200070000 521858532 501(C)(3) 455000 SUPPORT OF 2017 PROGRAMS AND THE CANTERBURY MEDAL DINNER BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORP 760 TAHMORE DRIVE FAIRFIELD CT 068250000 060737923 501(C)(3) 10000 SUPPORT OF ST. CATHERINE ACADEMY ANNUAL DINNER CATHOLIC INFORMATION CENTER 1501 K STREET NW WASHINGTON DC 200050000 521790727 501(C)(3) 25000 SUPPORT FUNDRAISER FOR 2017 PROGRAMS CATHOLIC MEDICAL ASSOCIATION 29 BALA AVENUE SUITE 205 BALA CYNWYD PA 190043206 237374814 501(C)(3) 25000 SUPPORT OF THE 87TH ANNUAL EDUCATIONAL CONFERENCE CHIAROSCURO INSTITUTE INC 415 MADISON AVENUE NEW YORK NY 100170000 454298994 501(C)(3) 76000 SUPPORT "WOMEN SPEAK FOR THEMSELVES" PROGRAM CHILDREN'S WORKS INC 334 SURREY STREET SAN FRANCISCO CA 941310000 943258830 501(C)(3) 50000 SUPPORT WALK FOR LIFE WEST COAST CHOOSE LIFE AT YALE 206 ELM STREET NEW HAVEN CT 065200000 320090956 501(C)(3) 11500 SUPPORT PROGRAMS THAT UPHOLD THE DIGNITY OF HUMAN LIFE CONNECTICUT FOOD BANK 2 RESEARCH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 50000 PURCHASE FOOD FOR THE HOLIDAYS FOR THOSE IN NEED CONNECTICUT PROFESSIONAL TENNIS LLC 45 YALE AVENUE NEW HAVEN CT 065150000 061481220 501(C)(3) 25000 SUPPORT PROGRAMS FOR ADULTS AND CHILDREN COUNCIL OF MAJOR SUPERIORS OF WOMEN RELIGIOUS 415 MICHIGAN AVENUE NE SUITE 420 WASHINGTON DC 200170000 521792586 501(C)(3) 100000 SUPPORT OF THE 2017 NATIONAL ASSEMBLY AND 2018 FORMATORS WORKSHOP DIVA COMMUNICATIONS INC 630 NINTH AVENUE SUITE 304 NEW YORK NY 100360000 133400009 25000 SUPPORT FOR "ENTERTAINING ANGELS" DOCUMENTARY ON FAITH-BASED REFUGEE RELIEF EFFORTS DOMINICAN FATHERS PROVINCE OF ST JOSEPH INC 141 EAST 65TH STREET NEW YORK NY 100210000 042273779 12000 SUPPORT PRODUCTION OF "DEATH COMES FOR THE WAR POETS" DO NO HARM INC 15464 EAST ORCHARD ROAD CENTENNIAL CO 800160000 473226366 150000 SUPPORT PRO-LIFE INITIATIVES ETERNAL WORLD TELEVISION NETWORK ONLINE SERVICES 5817 OLD LEEDS ROAD IRONDALE AL 352100000 630801391 501(C)(3) 560000 SUPPORT PROGRAMS ETHICS AND PUBLIC POLICY CENTER 1730 M STREET NW SUITE 910 WASHINGTON DC 200360000 521162185 501(C)(3) 100000 SUPPORT PROGRAMS ETHISPHERE INSTITUTE 6263 NORTH SCOTTSDALE ROAD STE 205 SCOTTSDALE AZ 852500000 453508797 7500 SUPPORT 2017 GALA FAMILY INSTITUTE OF CONNECTICUT 77 BUCKINGHAM STREET HARTFORD CT 061060000 061282690 501(C)(3) 176000 SUPPORT PROGRAMS FARNAM NEIGHBORHOOD HOUSE INC 162 FILLMORE STREET NEW HAVEN CT 065133056 060646633 501(C)(3) 19000 SUPPORT FOR PROGRAMS FRANCISCAN MONASTERY USA INC 1400 QUINCY STREET NE WASHINGTON DC 200170000 261407777 501(C)(3) 50000 SUPPORT OF 9TH ANNUAL MASS AND BENEFIT DINNER GARY SINISE FOUNDATION PO BOX 50008 STUDIO CITY CA 916145001 800587086 501(C)(3) 200000 SUPPORT PROGRAMS FOR INJURED VETERANS HABITAT FOR HUMANITY 37 UNION STREET NEW HAVEN CT 065110000 061178712 501(C)(3) 75000 SUPPORT MISSION FOR AFFORDABLE HOUSING HEARTBEAT INTERNATIONAL INC 5000 ARLINGTON CENTRE BOULEVARD SUITE 2277 COLUMBUS OH 432200000 237335592 501(C)(3) 200000 PRO-LIFE PREGNANCY SUPPORT INSTITUTE ON PRIESTLY FORMATION 2500 CALIFORNIA PLAZA OMAHA NE 681780410 470376583 501(C)(3) 75000 SUPPORT OF ANNUAL SUMMER PROGRAM FOR SEMINARIANS INSTITUTE ON RELIGIOUS LIFE PO BOX 7500 LIBERTYVILLE IL 600480000 363797840 501(C)(3) 40000 SUPPORT PROGRAMS LIFE ATHLETES INC 210 SOUTH MICHIGAN 400 PLAZA BLDG SOUTH BEND IN 466010000 223160231 501(C)(3) 100000 SUPPORT PROGRAMS LITTLE SISTERS OF THE POOR INC 1365 ENFIELD STREET ENFIELD CT 060824900 060882297 501(C)(3) 12500 SUPPORT OF MINISTRY LOWER BRULE COMMUNITY COLLEGE 187 OYATE CIRCLE LOWER BRULE SD 575480000 460430791 501(C)(3) 5249 SUPPORT CULTURAL EXCHANGE PROGRAM MARKET NEW HAVEN 900 CHAPEL STREET SUITE 622 NEW HAVEN CT 065100000 061578847 501(C)(6) 35000 SUPPORT PROGRAMS MARCH FOR LIFE EDUCATION AND DEFENSE FUND PO BOX 90300 WASHINGTON DC 200900300 521231772 501(C)(3) 575000 SUPPORT THE ANNUAL MARCH FOR LIFE MORALITY IN MEDIA INC 1100 G STREET NW 1030 WASHINGTON DC 200057404 132608326 501(C)(3) 150000 SUPPORT PROGRAMS PROMOTING DECENCY IN THE MEDIA MOTHER TERESA OF CALCUTTA CENTER 524 WEST CALLE PRIMERA SUITE 1005N SAN YSIDRO CA 921730000 342014869 501(C)(3) 30000 SUPPORT FOR CANNONIZATION EXPENSES NATIONAL CATHOLIC OFFICE FOR 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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. X X 1 1 X X X X 0 1 0 CARL A ANDERSON DIRECTOR/SUPREME KNIGHT 900052 0 363050 0 213859 0 8100 0 25533 0 1510594 0 0 0 PATRICK E KELLY DIRECTOR/DEP SUPREME KNIGHT 290504 0 57851 0 96246 0 8100 0 34116 0 486817 0 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 368769 0 121750 0 101471 0 8100 0 25533 0 625623 0 0 0 MICHAEL J O'CONNOR DIRECTOR/SUPREME SECRETARY 250096 0 70950 0 44625 0 8100 0 34115 0 407886 0 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 188699 0 23640 0 26648 0 5661 0 25534 0 270182 0 0 0 THOMAS P SMITH JR DIRECTOR/EXECUTIVE VP INS 469736 0 135250 0 242595 0 8100 0 34115 0 889796 0 0 0 MARC A BRUNET SENIOR VP/ACTUARY 231107 0 32375 0 4378 0 6123 0 25533 0 299516 0 0 0 MICHAEL C CONFORTI MD MEDICAL DIRECTOR 289391 0 59025 0 30267 0 8100 0 25534 0 412317 0 0 0 JOHN J KENNEDY CHIEF FINANCIAL OFFICER 384769 0 750 0 52568 0 8100 0 27813 0 474000 0 0 0 RONALD J TRACZ ASST SUPREME SECRETARY 211181 0 44818 0 10643 0 2582 0 25533 0 294757 0 0 0 RONALD D FRANZLUEBBERS CHIEF ACTUARY 346764 0 62000 0 2022 0 8100 0 33420 0 452306 0 0 0 ANTHONY V MINOPOLI SENIOR VP INVESTMENT 458902 0 171750 0 72899 0 8100 0 34115 0 745766 0 0 0 JOHN BURKHARD SENIOR VP FIELD MANAGEMENT 255481 0 47600 0 2753 0 6664 0 34115 0 346613 0 0 0 THOMAS DUFFY VP INVESTMENT STRATEGIES 246156 0 47600 0 1412 0 6664 0 34115 0 335947 0 0 0 BETH ELFREY SENIOR VP/DEPUTY GEN COUNSEL 281990 0 61900 0 1873 0 8019 0 34115 0 387897 0 0 0 E NEILL JORDAN SENIOR VP FIXED INCOME 278800 0 70664 0 2912 0 8100 0 33619 0 394095 0 0 0 GILLES MARCHAND VP CREDIT INVESTMENT 215817 0 62683 0 1345 0 2188 0 34115 0 316148 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 $193,171 PATRICK E. KELLY 6,274 JOHN A. MARRELLA 97,530 MICHAEL J. O'CONNOR 41,115 RONALD F. SCHWARZ 23,116 THOMAS P. SMITH, JR. 232,600 MICHAEL C. CONFORTI M.D. 25,764 ANTHONY V. MINOPOLI 71,263 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 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 2017, 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 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. PART VII, SECTION A: IN THE COURSE OF AN ADMINISTRATIVE REVIEW OF ITS RECORDS, THE SOCIETY FOUND AN HISTORICAL REPORTING ERROR REGARDING THE STIPEND PAID TO SUPREME CHAPLAIN WILLIAM LORI. SUPREME CHAPLAIN WILLIAM LORI RECEIVED A STIPEND IN RECENT YEARS SIMILAR TO THE 2017 AMOUNT, BUT THOSE AMOUNTS WERE ERRONEOUSLY NOT INCLUDED AS SUCH ON THE FORM 990. ALL RELATED TAX MATTERS HAVE BEEN APPROPRIATELY ADDRESSED. FORM 990, PART XI, LINE 9: CHANGE IN ASSET VALUATION RESERVE -9,412,760. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW 4,538,480. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES 36,908,162. UNREALIZED GAIN ON INVESTMENTS - FOURTH DEGREE 646,863. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE 6,330. CUMULATIVE EFFECT - CHANGES IN ACCOUNTING PRINCIPLES 1,706,416. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 2,236,350. 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 10 2914121 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 NY 5607783 91249105 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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