STRATEGY STUDIO / PUBLIC DATA EXPLORER

KNIGHTS OF COLUMBUS: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KNIGHTS OF COLUMBUS (EIN 06-0416470)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-03
IRS object ID
201643089349300609
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-11-03T07:59:58-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060530830PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEWARD AND MONDE CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1296 STATE STREETAddressLine1Txt
CityNORTH HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064732165ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060416470EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KNIGHTS OF COLUMBUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKNIGBusinessNameControlTxt
Phone2037524000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE COLUMBUS PLAZAAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065103326ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J O'CONNORPersonNm
Person TitleSUPREME SECRETARYPersonTitleTxt
Phone2037524822PhoneNum
Signature2016-10-31SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS F LYDENPreparerPersonNm
PTINP01215353PTIN
Phone2032489341PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL J O'CONNORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE COLUMBUS PLAZAAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065103326ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,986,680,280GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.KOFC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1882FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionA 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 Body26VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee3413TotalEmployeeCnt
Total Volunteers1905000TotalVolunteersCnt
Total Gross UBI$12,820,362TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,248,540NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,245,533,441PYProgramServiceRevenueAmt
CY Program Service Revenue$1,232,583,748CYProgramServiceRevenueAmt
PY Investment Income$981,552,357PYInvestmentIncomeAmt
CY Investment Income$946,867,765CYInvestmentIncomeAmt
PY Other Revenue$58,022,576PYOtherRevenueAmt
CY Other Revenue$54,649,564CYOtherRevenueAmt
PY Total Revenue$2,285,108,374PYTotalRevenueAmt
CY Total Revenue$2,234,101,077CYTotalRevenueAmt
PY Grants And Similar Paid$37,156,727PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,750,809CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,738,758,797PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,726,654,415CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$154,505,505PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$150,571,766CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$239,611,298PYOtherExpensesAmt
CY Other Expenses$249,264,668CYOtherExpensesAmt
PY Total Expenses$2,170,032,327PYTotalExpensesAmt
CY Total Expenses$2,165,241,658CYTotalExpensesAmt
PY Revenues Less Expenses$115,076,047PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$68,859,419CYRevenuesLessExpensesAmt
Total Assets BOY$21,469,370,592TotalAssetsBOYAmt
Total Assets EOY$22,224,514,537TotalAssetsEOYAmt
Total Liabilities BOY$19,564,496,039TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,377,559,753TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,904,874,553NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,846,954,784NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionKNIGHTS 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,726,654,415ExpenseAmt
Revenue$1,216,725,006RevenueAmt
DescPROGRAMS 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 $1,726,654,415 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2015, 18,900 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $54,538. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 49.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$399,836,434ExpenseAmt
DescPROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$38,750,809ExpenseAmt
Grant$38,750,809GrantAmt
Revenue$4,508,697RevenueAmt
DescPROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,165,241,658TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document98200IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3413EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryVTForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryDRForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryBEForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J O'CONNOR SUPREME SECRETARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2037524822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE COLUMBUS PLAZAAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065103326ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CARL A ANDERSON
DIRECTOR/SUPREME KNIGHT45.0015.00Yes (X)Yes (X)$1,236,189$0$41,043
DANIEL J BAKER
PAST DIRECTOR5.000.00Yes (X)$19,200$0$0
MICHAEL G CONRAD
DIRECTOR5.000.00Yes (X)$35,340$0$0
VIRGIL C DECHANT
DIRECTOR3.005.00Yes (X)$27,382$0$0
SCOTT A FLOOD
DIRECTOR5.000.00Yes (X)$33,740$0$0
NATALE L GALLO
PAST DIRECTOR5.000.00Yes (X)$35,540$0$0
MICHAEL T GILLIAM
DIRECTOR5.000.00Yes (X)$33,740$0$0
TOMMY C HARGER
DIRECTOR5.000.00Yes (X)$35,340$0$0
ARTHUR J HARRIS
DIRECTOR5.000.00Yes (X)$34,540$0$0
PATRICK E KELLY
DIRECTOR/VP PUBLIC POLICY25.0030.00Yes (X)$236,002$0$39,638
LARRY W KUSTRA
DIRECTOR5.000.00Yes (X)$33,740$0$0
PAUL J LAMBERT
DIRECTOR5.000.00Yes (X)$39,540$0$0
MOST REV WILLIAM E LORI
DIRECTOR/SUPREME CHAPLAIN5.005.00Yes (X)Yes (X)$0$0$0
LOGAN T LUDWIG
DIRECTOR/DEP SUPREME KNIGHT44.0011.00Yes (X)Yes (X)$483,876$0$33,239
JOHN A MARRELLA
DIRECTOR/SUPREME ADVOCATE50.005.00Yes (X)Yes (X)$522,162$0$33,239
JAVIER S MARTINEZ
DIRECTOR5.000.00Yes (X)$32,800$0$0
CHARLES E MAURER JR
DIRECTOR/SUPREME SECRETARY50.005.00Yes (X)Yes (X)$410,078$0$32,066
GRAYDON A NICHOLAS
DIRECTOR5.000.00Yes (X)$11,000$0$0
MICHAEL J O'CONNOR
DIRECTOR/SUPREME TREASURER50.005.00Yes (X)Yes (X)$303,077$0$39,468
DANIEL ROSSI
DIRECTOR5.000.00Yes (X)$36,940$0$0
RONALD F SCHWARZ
DIRECTOR5.000.00Yes (X)$9,600$0$0
JAMES R SCROGGIN
DIRECTOR5.000.00Yes (X)$33,740$0$0
BRIAN W SIMER
DIRECTOR5.000.00Yes (X)$46,540$0$0
THOMAS P SMITH JR
DIRECTOR/EXECUTIVE VP INS50.005.00Yes (X)Yes (X)$931,017$0$41,196
KENNETH E STOCKWELL
DIRECTOR5.000.00Yes (X)$45,740$0$0
ALONSO L TAN
DIRECTOR5.000.00Yes (X)$28,164$0$0
THOMAS M WEGENER
DIRECTOR5.000.00Yes (X)$50,540$0$0
MICHAEL L WILLS
DIRECTOR5.000.00Yes (X)$33,740$0$0
MARC A BRUNET
SENIOR VP/ACTUARY45.000.00Yes (X)$242,460$0$31,368
MICHAEL C CONFORTI MD
MEDICAL DIRECTOR45.000.00Yes (X)$348,323$0$33,126
KENNETH LEM
PAST SENIOR VP/ACTUARY45.000.00Yes (X)$313,378$0$36,295
TERRENCE T LESCOE
CHIEF FINANCIAL OFFICER50.005.00Yes (X)$337,449$0$30,951
RONALD J TRACZ
ASST SUPREME SECRETARY50.005.00Yes (X)$247,629$0$28,046
ANTHONY V MINOPOLI
SENIOR VP INVESTMENTS45.000.00$620,066$0$41,743Yes (X)
RICHARD F PLUSH
SENIOR VP PRODUCT DEVEL45.000.00$448,640$0$33,239Yes (X)
WILLIAM M BROWN JR
CHIEF COMPLIANCE OFFICER45.000.00$271,088$0$40,569Yes (X)
BETH ELFREY
SENIOR VP/DEPUTY GEN COUNCIL45.000.00$317,463$0$41,410Yes (X)
RONALD D FRANZLUEBBERS
CHIEF ACTUARY45.000.00$379,142$0$41,744Yes (X)
E NEILL JORDAN
SENIOR VP FIXED INCOME45.000.00$345,090$0$41,744Yes (X)
GILLES MARCHAND
VP CREDIT INVESTMENT45.000.00$265,654$0$35,967Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,915,689TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$696,091TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K153IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
VERTEX INC
ONE LIBERTY SQUARENEW BRITAINCT06051PMO SUPPORT, IMAGING WORKFLOW & NETWORKS$7,391,775
CORE RESOURCE GROUP INC
222 MAIN STREET SUITE 293FARMINGTONCT06032IT CONSULTING SERVICES$3,306,440
ST JOSEPH PRINTING LTD
PRINTING SERVICES$3,242,86050 MACINTOSH BLVDCONCORDONTARIOCAL4K 4P3
DST TECHNOLOGIES INC
2454 COLLECTIONS CENTER DRIVECHICAGOIL60693STRATEGIC ADVISORY CONSULTING$3,170,990
COMPUTER SCIENCES CORPORATION
200 WEST CESAR CHAVEZ STAUSTINTX78701IT SERVICES$2,414,708
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K394CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PREMIUM INCOME524113$1,167,189,118$1,155,839,073$11,350,045
SUPPLEMENTARY CONTRACT524113$39,272,754$39,272,754
INTEREST MAINT RESERVE524113$17,356,592$17,356,592
MEMBERSHIP DUES900099$3,169,224$3,169,224
FEES-DEPOSIT CONTRACTS524113$1,917,035$1,917,035

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,679,025TotalRevenueColumnAmt
Related Or Exempt Func Income$3,679,025RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,232,583,748TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$911,590,089TotalRevenueColumnAmt
Unrelated Business Revenue$1,470,317UnrelatedBusinessRevenueAmt
Exclusion$910,119,772ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,787,856,879SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,752,579,203SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$35,277,676SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,277,676TotalRevenueColumnAmt
Exclusion$35,277,676ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CERTIFICATE LOANS524113$45,922,237$45,922,237
MORTGAGE LOANS524113$8,727,327$8,727,327
FieldValueIRS element (for citing)
Other Revenue Total$54,649,564OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,234,101,077TotalRevenueColumnAmt
Related Or Exempt Func Income$1,221,233,703RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,820,362UnrelatedBusinessRevenueAmt
Exclusion$1,000,047,012ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,123,718TotalAmt
Program Services$32,123,718ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$326,724TotalAmt
Program Services$326,724ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,300,367TotalAmt
Program Services$6,300,367ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,726,654,415TotalAmt
Program Services$1,726,654,415ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,831,909TotalAmt
Program Services$7,831,909ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$62,687,764TotalAmt
Program Services$62,687,764ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,166,925TotalAmt
Program Services$12,166,925ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$56,438,573TotalAmt
Program Services$56,438,573ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,446,595TotalAmt
Program Services$11,446,595ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,453,891TotalAmt
Program Services$4,453,891ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,377,334TotalAmt
Program Services$1,377,334ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,167,825TotalAmt
Program Services$6,167,825ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,705,360TotalAmt
Program Services$7,705,360ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,380,915TotalAmt
Program Services$2,380,915ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,736,102TotalAmt
Program Services$15,736,102ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,433,198TotalAmt
Program Services$17,433,198ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,718,416TotalAmt
Program Services$6,718,416ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,878,487TotalAmt
Program Services$6,878,487ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,510,504TotalAmt
Program Services$3,510,504ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,704,064TotalAmt
Program Services$2,704,064ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,905,644TotalAmt
Program Services$2,905,644ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
COMMISSIONS ON PREMIUM$111,589,156$111,589,156
UBI AND OTHER TAXES$547,383$547,383
SUNDRY GENERAL EXPENSE$20,827,191$20,827,191
BENEVOLENCE PROGRAMS$19,782,520$19,782,520

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,546,678TotalAmt
Program Services$18,546,678ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,165,241,658TotalAmt
Program Services$2,165,241,658ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$19,443,309BOYAmt
EOY$41,906,616EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$695,962,589BOYAmt
EOY$599,351,829EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$83,538,140LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$42,802,807LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$34,595,684BOYAmt
EOY$40,735,333EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,000,156,884BOYAmt
EOY$19,682,239,744EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,496,937,851BOYAmt
EOY$1,637,537,404EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$222,274,275BOYAmt
EOY$222,743,611EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,469,370,592BOYAmt
EOY$22,224,514,537EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,730,580BOYAmt
EOY$32,257,374EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$867,034BOYAmt
EOY$1,560,488EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,535,898,425BOYAmt
EOY$20,343,741,891EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,564,496,039BOYAmt
EOY$20,377,559,753EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,904,874,553BOYAmt
EOY$1,846,954,784EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,904,874,553BOYAmt
EOY$1,846,954,784EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,469,370,592BOYAmt
EOY$22,224,514,537EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$68,859,419ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$49,521,522NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$77,257,666OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,902,885OtherCostOrOtherBasisAmt
Book Value$14,902,885BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,958,816OtherCostOrOtherBasisAmt
Depreciation$24,425,299DepreciationAmt
Book Value$25,533,517BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,969,242OtherCostOrOtherBasisAmt
Depreciation$17,670,311DepreciationAmt
Book Value$298,931BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$707,197OtherCostOrOtherBasisAmt
Depreciation$707,197DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$40,735,333TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CERTIFICATE LOANS AND LIENS$1,008,065,887C
OTHER INVESTED ASSETS$426,608,389C
MORTGAGE LOANS$202,863,128C
FieldValueIRS element (for citing)
Total Book Value Securities$1,637,537,404TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (19 entries)

DescDescAmtAmt
RESERVE UNDER LIFE CERTIFICATES$12,496,819,804
RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES$388,004,095
LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS$6,331,413,412
UNPAID CLAIMS - LIFE$58,492,609
DIVIDENDS DUE AND UNPAID$1,090,108
DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR$279,114,169
PREMIUMS RECEIVED IN ADVANCE$7,375,175
AMOUNTS WITHHELD AS TRUSTEE$2,264,797
AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT$236,704
REMITTANCES AND ITEMS NOT ALLOCATED$10,141,428
LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES$239,035,474
INTEREST MAINTENANCE RESERVE$57,334,690
ASSET VALUATION RESERVE$253,968,246
UNPRESENTED CHECKS AND DUE TO REINSURERS$1,848,488
ADVANCE PAYMENTS FOR COUNCIL SUPPLIES$13,977
FUNDS HELD IN ESCROW - FOURTH DEGREE FUND$2,117
DUE TO AFFILIATES$253,085
UNPAID CLAIMS - A AND H$491,450
COLLATERAL LIABILITY ON LOANED SECURITIES$215,842,063
FieldValueIRS element (for citing)
Total Liability$20,343,741,891TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,205,539,345TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,184,439NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,184,439RevenueNotReportedAmt
Revenue Subtotal$2,206,723,784RevenueSubtotalAmt
Investment Expenses Not Incld$26,028,811InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,348,482OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$27,377,293RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,234,101,077TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,137,864,365TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,137,864,365ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,028,811InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,348,482OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$27,377,293ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,165,241,658TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:MEMBER ASSESSMENT THAT WILL BE USED FOR MATTERS CONCERNING LIFE, FAMILY, MARRIAGE, AND SIMILAR PRIORITIES IN BUILDING A CULTURE OF LIFE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CULTURE OF LIFE FUND 1,339,473. COST-PROMOTIONAL GOODS 9,009.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CULTURE OF LIFE FUND 1,339,473. COST-PROMOTIONAL GOODS 9,009.
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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA0440PROGRAM SERVICESPROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS$258,083,192
NORTH AMERICA00GRANTS TO RECIPIENTSGRANTMAKING$1,094,549
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTSGRANTMAKING$118,200
EUROPE14GRANTS TO RECIPIENTSGRANTMAKING$4,703,918
MIDDLE EAST AND NORTH AFRICA00GRANT TO RECIPIENTGRANTMAKING$100,400
CENTRAL AMERICA AND THE CARIBBEAN00GRANTS TO RECIPIENTSGRANTMAKING$138,300
SOUTH AMERICA00GRANT TO RECIPIENTGRANTMAKING$25,000
SUB-SAHARAN AFRICA00GRANT TO RECIPIENTINVESTMENTSGRANTMAKING$120,000
MIDDLE EAST AND NORTH AFRICA00INVESTMENTS$19,962,756
SOUTH ASIA00INVESTMENTS$5,000,000
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$124,497,229
EUROPE00INVESTMENTS$502,915,007
NORTH AMERICA00INVESTMENTS$2,654,262,060
EAST ASIA AND THE PACIFIC00INVESTMENTS$146,034,476
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees444SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee444TotalEmployeeCnt
Subtotal Spent$264,383,559SubtotalSpentAmt
Continuation Spent$3,452,671,528ContinuationSpentAmt
Total Spent$3,717,055,087TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (40 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPEPROGRAM SUPPORT.$20,233WIRE TRANSFER
EUROPESUPPORT PUBLICATION OF A JOURNAL.$22,639WIRE TRANSFER
EUROPESUPPORT HD BROADCAST OF CANONIZATIONS.$33,428CHECK
NORTH AMERICASUPPORT OF "RISE UP" NATIONAL CONFERENCE IN CALGARY, CANADA.$15,711CHECK
NORTH AMERICASPONSOR OF NATIONAL MARCH OF LIFE IN OTTAWA, CANADA.$19,639CHECK
EUROPESUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY.$1,640,609WIRE TRANSFER
EUROPESUPPORT RENOVATION OF THE OFFICES OF THE GOVERNORATE'S GENERAL SECRETATIAT.$70,000CHECK
EUROPEDONATION OF EARNINGS FROM THE VICARIUS CHRISTI FUND.$1,600,000CHECK
NORTH AMERICASUPPORT DEVELOPMENT OF WEBSITE.$48,183WIRE TRANSFER
NORTH AMERICASUPPORT SEMINARIANS CONGRESS.$19,639CHECK
EUROPESUPPORT THE FOTA V INTERNATIONAL LITURGY CONFERENCE.$21,838WIRE TRANSFER
NORTH AMERICADONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS.$16,812CHECKS
EUROPEDONATIONS OF THE ANNUAL EARNINGS OF OUR LADY OF GUADALUPE FUND.$45,500CHECK
EUROPESUPPORT OF SCHOLARSHIP PROGRAMS.$32,000CHECK
EAST ASIA AND THE PACIFICSUPPORT OF PAPAL VISIT.$54,200WIRE TRANSFER
EAST ASIA AND THE PACIFICSUPPORT ADVANCED STUDIES FOR PRIESTS IN THE PHILIPPINES.$64,000CHECK
NORTH AMERICASUPPORT THE MICHAEL J. MCGIVNEY FUND AND OTHER FUNDS.$97,031WIRE TRANSFERS$16,015PROVIDE SALARIES AND FRINGE.BOOK
NORTH AMERICASUPPORT VARIOUS PROGRAMS.$237,697CHECKS
NORTH AMERICASUPPORT VARIOUS PROGRAMS.$196,392CHECK
NORTH AMERICASUPPORT PROGRAMS IN OPPOSITION OF EUTHANASIA.$58,918CHECK
EUROPESUPPORT WORLD YOUTH DAY HELD IN KRAKOW, POLAND IN JULY 2016.$30,000WIRE TRANSFERS
NORTH AMERICAPOLLING FOR THE CANADIAN PARLIAMENTARIAN CAUCUS.$26,709CHECK
EUROPESUPPORT FOR RELIGIOUS CONFERENCE IN FRANCE.$5,512CHECK
CENTRAL AMERICA AND THE CARIBBEANEARTHQUAKE DISASTER RELIEF.$18,300CHECK
EUROPEASSIST PROJECT WITH THE ITALIAN MEDIA, AND SUPPORT EXPANSION OF THE OPERATION.$224,467WIRE TRANSFER
NORTH AMERICASUPPORT FOR 2016 PAPAL VISIT TO MEXICO.$180,000WIRE TRANSFER
NORTH AMERICASUPPORT THE ARCHDIOCESE OF TORONTO.$50,000CHECK
SUB-SAHARAN AFRICASPONSOR THE INSTALLATION OF WELLS IN ETHIOPIA, KENYA AND UGANDA.$120,000CHECK
EUROPESUPPORT FOR HISTORICAL EXCAVATION AND ARTWORK RESTORATION IN ROME.$184,433WIRE TRANSFER
EUROPESUPPORT FOR DIALOGUE BETWEEN CHRISTIANS AND MUSLIMS.$223,340WIRE TRANSFER
EUROPESUPPORT TO ESTABLISH HEADQUARTERS IN SWITZERLAND.$200,000CHECK
EUROPESUPPORT FOR A LITURGICAL MUSIC WORKSHOP IN POLAND.$10,831WIRE TRANSFER
NORTH AMERICASUPPORT WOMEN FACING CRISIS PREGNANCIES, AS WELL AS POST-ABORTIVE WOMEN.$9,427CHECK
EUROPESUPPORT FOR PUBLICATION OF A RELIGIOUS BOOK IN AFRICA.$129,088WIRE TRANSFER
CENTRAL AMERICA AND THE CARIBBEANDONATION FOR EQUIPMENT PURCHASES.$120,000WIRE TRANSFER
MIDDLE EAST AND NORTH AFRICATO DISTRIBUTE 2014 EARNINGS FROM THE PACEM IN TERRIS FUND.$100,400CHECK
EUROPESUPPORT RENOVATION OF THE NEW ADMINISTRATIVE HEADQUARTERS.$200,000CHECK
EUROPESUPPORT PILGRIMAGE TO FATIMA, PORTUGAL.$10,000CHECK
SOUTH AMERICASUPPORT THE 3RD WORLD APOSTOLIC CONGRESS ON MERCY IN BOGOTA, COLUMBIA.$25,000CHECK
NORTH AMERICASUPPORT ESTABLISHMENT OF PROFESSORSHIP IN LIFE ETHICS.$97,376CHECK
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org31TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 3LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (92 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
A BLESSING TO ONE ANOTHER INC
3800 VICTORY PARKWAYCINCINNATIOH45207201317004501(C)(3)$100,000SUPPORT FOR MUSEUM EXHIBITION IN ROME.
AMERICAN WHEELCHAIR MISSION
2309 LAS POSAS ROAD SUITE C-501CAMARILLOCA930100000264571639501(C)(3)$300,000FOR THE ACQUISITION AND DISTRIBUTION OF WHEELCHAIRS TO THE NEEDY.
APOSTLES OF THE SACRED HEART OF JESUS
265 BENHAM STREETHAMDENCT065142801060653064501(C)(3)$65,000SUPPORT CHAPEL RENOVATIONS.
ARCHDIOCESE OF BALTIMORE
320 CATHEDRAL STREETBALTIMOREMD212010000510214510501(C)(3)$435,000SUPPORT VARIOUS PROGRAMS.
ARCHDIOCESE FOR THE MILITARY SERVICE USA
1025 MICHIGAN AVENUE NEWASHINGTONDC200170469131624090501(C)(3)$30,187SUPPORT OF SEMINARIAN DEVELOPMENT PROGRAM.
ARCHDIOCESE OF HARTFORD
134 FARMINGTON AVENUEHARTFORDCT061053784060646669501(C)(3)$25,000UPGRADE EQUIPMENT FOR FM STATION AND GENERAL SUPPORT.
ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BOULEVARDLOS ANGELESCA900100000453623502501(C)(3)$113,617SUPPORT CANONIZATION CELEBRATION.
ARCHDIOCESE OF NEW YORK
1011 FIRST AVENUE 14TH FLOORNEW YORKNY100220000133089351501(C)(3)$160,000SUPPORT FOR VIDEO PRODUCTION AND WEEKLY SIRIUS XM BROADCAST.
ARCHDIOCESE OF WASHINGTON
PO BOX 29260WASHINGTONDC200170260501(C)(3)$300,000SUPPORT FOR PAPAL VISIT.
ACE FOUNDATIONDBA ANTHONY MUNOZ FOUNDATION
8919 ROSSASH ROADCINCINNATIOH45236300009110501(C)(3)$20,000SUPPORT FOR YOUTH IMPACT PROGRAMS.
BASILICA OF ST PATRICK'S OLD CATHEDRAL
263 MULBERRY STREETNEW YORKNY10012501(C)(3)$100,000SUPPORT CONSTRUCTION OF A MONUMENT HONORING ARCHBISHOP JOHN J. HUGHES.
ASSOCIATED IRISH SOCIETIES
PO BOX 2NEW HAVENCT06501061419577501(C)(3)$5,500TO SUPPORT OPERATIONS.
BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION
400 MICHIGAN AVENUE NEWASHINGTONDC200171566530196626501(C)(3)$467,820SUPPORT TV BROADCASTS AND USHER MINISTRY PROGRAM.
BASILICA OF ST MICHAEL THE ARCHANGEL
19 NORTH PALAFOX STREETPENSACOLAFL32501590638487501(C)(3)$25,000SUPPORT THE INSTALLATION OF STAINED GLASS WINDOWS IN THE BASILICA'S TOWER.
BE NOT AFRAID INC
8800 GLENSIDE STREETHUNTERSVILLENC280780000371659681501(C)(3)$50,000SUPPORT ST. MARK CATHOLIC CHURCH'S PROGRAM.
BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORP
760 TAHMORE DRIVEFAIRFIELDCT068250000060737923501(C)(3)$10,000SUPPORT OF DIOCESAN SYNOD.
BECKET FUND FOR RELIGIOUS LIBERTIES
3000 K STREET NW SUITE 220WASHINGTONDC200070000521858532501(C)(3)$25,000PROTECTING FREE EXPRESSION OF ALL RELIGIOUS TRADITIONS.
BIRTHRIGHT INC
PO BOX 98361ATLANTAGA303590000510161649501(C)(3)$50,000SUPPORT 24-7 HOTLINE PROGRAM.
CATHEDRAL OF SAINT JOSEPH
140 FARMINGTON AVENUEHARTFORDCT06105501(C)(3)$20,000SUPPORT THE 33RD CONFERENCE OF ROMAN CATHOLIC CATHEDRAL MUSICIANS.
CATHOLIC ATHLETES FOR CHRIST
3703 CAMERON MILLS ROADALEXANDRIAVA223050000651274581501(C)(3)$50,000SUPPORT OF THEIR 2015 PROGRAMS.
CATHOLIC INFORMATION CENTER
1501 K STREET NWWASHINGTONDC200050000521790727501(C)(3)$25,000SUPPORT FUNDRAISER FOR 2015 PROGRAMS.
CHRISTLIFE INC
12280 FOLLY QUARTER ROADELLICOTT CITYMD210420000521972553501(C)(3)$25,000SUPPORT OF THEIR PROGRAMS.
CHIAROSCURO INSTITUTE INC
415 MADISON AVENUENEW YORKNY10017454298994501(C)(3)$50,000SUPPORT "WOMEN SPEAK FOR THEMSELVES" PROGRAM.
CHILDREN'S WORKS INC
334 SURREY STREETSAN FRANCISCOCA941310000943258830501(C)(3)$25,000SUPPORT WALK FOR LIFE, WEST COAST.
CHOOSE LIFE AT YALE
206 ELM STREETNEW HAVENCT065200000320090956$11,500SUPPORT PROGRAMS THAT UPHOLD THE DIGNITY OF HUMAN LIFE.
COMMUNITY OF SAINT JOHN
PO BOX 597SOUTH LANCASTERMA01561521901417501(C)(3)$10,000SUPPORT FOR A RELIGIOUS COMMUNITY.
CONNECTICUT CATHOLIC PUBLIC AFFAIRS CONFERENCE INC
134 FARMINGTON AVENUEHARTFORDCT06105060871291501(C)(4)$100,000SUPPORT PRO-LIFE EDUCATION EFFORTS.
CONNECTICUT STATE NAACP
2074 PARK STREETHARTFORDCT061060000331031249501(C)(3)$10,000SUPPORT VARIOUS PROGRAMS.
CONNECTICUT FOOD BANK
150 BRADLEY STREETEAST HAVENCT065121407061063025501(C)(3)$20,000PURCHASE FOOD FOR THE HOLIDAYS FOR THOSE IN NEED.
CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS
247 COLLEGE STREETNEW HAVENCT065100000060196626501(C)(3)$20,000SPONSOR SELECT CONCERTS.
CONNECTICUT PROFESSIONAL TENNIS LLC
45 YALE AVENUENEW HAVENCT065150000061481220$20,000SUPPORT PROGRAMS FOR ADULTS AND CHILDREN.
DC K OF C CHARITIES INC DBA K OF C NATIONAL SHRINE USHER MINISTRY
3900 HAREWOOD ROADWASHINGTONDC20017$11,000PROVIDE OPERATING SUPPORT FOR 2015/2016.
DO NO HARM INC
7364 MESA DRIVEAPTOSCA95003473226366$470,000SUPPORT PRO-LIFE INITIATIVES IN VARIOUS STATES.
DIVERSICARE OF PROVIDENCE
4915 CHARLESTOWN ROADNEW ALBANYIN47150300794112$105,000SUPPORT FOR A NURSING HOME.
DOMINICAN FOUNDATION
141 EAST 65TH STREETNEW YORKNY100650000263273636501(C)(3)$20,000SUPPORT THE VERITAS GALA
DIOCESE OF BRIDGEPORT
238 JEWETT AVENUEBRIDGEPORTCT066062892060737923501(C)(3)$125,000TO SUPPORT OPERATIONS.
ETERNAL WORLD TELEVISION NETWORK INC
5817 OLD LEEDS ROADIRONDALEAL352102164630801391501(C)(3)$250,000SPONSOR EWTN NEWS 5 NIGHTS A WEEK.
ETHICS AND PUBLIC POLICY CENTER
1730 M STREET NW SUITE 910WASHINGTONDC200360000521162185501(C)(3)$98,000SUPPORT PROGRAMS FOR AMERICAN RELIGIOUS FREEDOM.
DIVA COMMUNICATIONS INC
630 NINTH AVENUE SUITE 304NEW YORKNY100360000133400009$25,000SUPPORT DOCUMENTARY PRODUCTION WHICH EXAMINES THE ROLE OF FAITH IN GIRLS' EDUCATION.
HABITAT FOR HUMANITY
37 UNION STREETNEW HAVENCT065110000061178712501(C)(3)$75,000SUPPORT MISSION FOR AFFORDABLE HOUSING.
INSTITUTE ON PRIESTLY FORMATION
2500 CALIFORNIA PLAZAOMAHANE681780410470376583501(C)(3)$75,000SUPPORT MISSION AND VARIOUS PROGRAMS.
JUNIOR ACHIEVEMENT OF SW NEW ENGLAND
11 ASYLUM STREETHARTFORDCT061032209060665972501(C)(3)$10,000SUPPORT HANDS-ON PROGRAMS ABOUT WORKFORCE READINESS AND FINANCIAL LITERACY.
LITTLE SISTERS OF THE POOR INC
1365 ENFIELD STREETENFIELDCT060824900060882297501(C)(3)$20,000SUPPORT FACILITY IMPROVEMENTS.
MARCH FOR LIFE EDUCATION AND DEFENSE FUND
PO BOX 90300WASHINGTONDC200900300521231772501(C)(3)$255,000SUPPORT THE ANNUAL MARCH FOR LIFE.
MORALITY IN MEDIA INC
1100 G STREET NW 1030WASHINGTONDC200057404132608326501(C)(3)$150,000SUPPORT PROGRAMS PROMOTING DECENCY IN THE MEDIA.
NATIONAL CATHOLIC OFFICE FOR THE DEAF
7202 BUCHANAN STREETLANDOVER HILLSMD207842236521650979501(C)(3)$15,000ENCOURAGE DEAF AND HARD OF HEARING INDIVIDUALS TO BE ACTIVE IN MINISTRY.
NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY
415 MICHIGAN AVENUE NEWASHINGTONDC200174501521262317501(C)(3)$125,000PROMOTE INCLUSION OF DISABLED PERSONS IN THE PASTORAL AND SACRAMENTAL LIFE OF THE CHURCH.
NATIONAL CATHOLIC PRAYER BREAKFAST
204 GUTHRIE AVENUEALEXANDRIAVA223050000200408543501(C)(3)$75,000GATHER PEOPLE TO RENEW OUR DEDICATION TO FAITH AND THIS GREAT REPUBLIC.
NATIONAL LIFE CENTER INC
686 NORTH BROAD STREETWOODBURYNJ080961607521052094501(C)(3)$100,000SUPPORT OPERATION OF CRISIS PREGNANCY HOTLINE.
NATIONAL SHRINE OF OUR LADY OF MARTYRS
136 SHRINE ROADFULTONVILLENY12072141401105501(C)(3)$250,000TO SUPPORT OPERATIONS.
NATIONAL OFFICE FOR POST ABORTION RECONCILIATION AND HEALING INC
PO BOX 070477MILWAUKEEWI53207391673910501(C)(3)$70,000TO SUPPORT OPERATIONS.
NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC
33 SHERMAN AVENUENEW HAVENCT065110000061021268501(C)(3)$10,000TO SUPPORT OPERATIONS.
NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS & IDEAS INC
195 CHURCH STREET 12TH FLOORNEW HAVENCT065100000061444222501(C)(3)$10,000TO SUPPORT THE FESTIVAL HELD IN JUNE, 2015 IN NEW HAVEN, CONNECTICUT.
NEW HAVEN SYMPHONY ORCHESTRA INC
105 COURT STREET SUITE 302NEW HAVENCT065110000066000592501(C)(3)$25,000SUPPORT FOR VIRTUE AND REDEMPTION PERFORMANCES.
PATH TO PEACE FOUNDATION
25 EAST 39TH STREETNEW YORKNY100160000133629516501(C)(3)$25,000PROVIDE PROGRAM SUPPORT.
PATIENTS RIGHTS ACTION FUND
16 VANDEVENTER AVENUE 1ST FLOORPRINCETONNJ085420000462164386501(C)(4)$6,434TO SUPPORT OPERATIONS.
SISTERS OF LIFE
159 SKY MEADOW DRIVESTAMFORDCT069030000061579167501(C)(3)$25,000SUPPORT THE 2015 FRIENDS OF THE SISTERS OF LIFE GALA.
SAINT VINCENT COLLEGE
300 FRASER PURCHASE ROADLATROBEPA156502690250964126501(C)(3)$35,000SUPPORT NATIONAL CONFERENCE ON NEW EVANGELIZATION.
SHRINE OF OUR LADY OF GUADALUPE INC
5250 JUSTIN ROADLA CROSSEWI546010000391982320501(C)(3)$256,055TO SUBSIDIZE OPERATING EXPENSES.
SISTERS OF IHM
2300 ADAMS AVENUESCRANTONPA18509240795454501(C)(3)$25,000SUPPORT THE DECENNIAL 2015 OSP IHM CONVENTION.
SPECIAL OLYMPICS INC
1133 19TH STREET NWWASHINGTONDC200363604520889518501(C)(3)$700,000SUPPORT ADMINISTRATION OF THE ANNUAL SPECIAL OLYMPIC GAMES.
SPECIAL OLYMPICS (50 STATE ORGANIZATIONS)
VARIOUSVARIOUSCT999999999501(C)(3)$226,500SUPPORT SPECIAL OLYMPICS STATE ORGANIZATIONS.
SAINTS PETER AND PAUL CATHEDRAL
22 KNONPRINDSENS GADE PO BOX 301767ST THOMASVI00803501(C)(3)$100,000TO SUBSIDIZE MORTGAGE PAYMENT.301767
ST MARY'S CHURCH AND PRIORY
5 HILLHOUSE AVENUENEW HAVENCT065116815060646840501(C)(3)$85,703GENERAL SUPPORT FOR OPERATING EXPENSES.
SUSAN B ANTHONY FOUNDATION
1707 STREET NW SUITE 550WASHINGTONDC200360000264878870501(C)(3)$100,000SUPPORT FOR VOTER REGISTRATION AND EDUCATION PROGRAMS.
THE ALFRED E SMITH MEMORIAL FOUNDATION
1011 FIRST AVENUE 14TH FLOORNEW YORKNY100220000131553263501(C)(3)$25,000SUPPORT PROGRAMS TO BRING HOPE TO THE NEEDIEST CHILDREN REGARDLESS OF RACE, CREED OR COLOR.
THE CULTURE PROJECT
PO BOX 86WYNEWOODPA19096471350049501(C)(3)$225,000SUPPORT FOR VIRTUE EDUCATION.
THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES
1015 18TH STREET NW SUITE 425WASHINGTONDC200365221363235550501(C)(3)$50,000SUPPORT WORK IN DEFENSE OF RELIGIOUS FREEDOM.
THE HUMAN LIFE FOUNDATION
353 LEXINGTON AVENUE SUITE 802NEW YORKNY100160000237368926501(C)(3)$25,000SPONSORSHIP OF AWARDS DINNER.
THE SPIRITUAL FAMILY OF THE WORK
419 EAST 13TH STREETNEW YORKNY100090000208141752501(C)(3)$82,500SUPPORT THE MOTHER JULIE HOUSE IN NEW YORK CITY.
UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
3211 4TH STREET NEWASHINGTONDC200171104530196617501(C)(3)$1,338,455SUPPORT PROGRAMS FOR EDUCATION CAMPAIGN.
UNITED WAY OF GREATER NEW HAVEN
370 JAMES STREET SUITE 403NEW HAVENCT065130000060646761501(C)(3)$100,000SUPPORT FOR SPECIFIED PROGRAMS.
WORLD YOUTH ALLIANCE FOUNDATION
228 EAST 71ST STREETNEW YORKNY100210000134196230501(C)(3)$11,600GENERAL SUPPORT.
BLACK CATHOLIC EDUCATION FOUNDATION
ONE COLUMBUS PLAZANEW HAVENCT065103326030322037501(C)(3)$7,500SUPPORT SCHOLARSHIPS FOR THE SISTER THEA BOWMAN FOUNDATION.
CHAMBERLAIN HIGH SCHOOL
PO BOX 119CHAMBERLAINSD573250000466000957501(C)(3)$6,817GENERAL PROGRAM SUPPORT.
FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS
467 BLOOMFIELD AVENUEBLOOMFIELDCT060020000061359802501(C)(3)$13,000SUPPORT VARIOUS PROGRAMS.
NATIONAL CATHOLICS BIOETHICS CENTER
6399 DREXEL ROADPHILADELPHIAPA191512511042871526501(C)(3)$300,617SUPPORT HUMAN DIGNITY IN HEALTH CARE AND LIFE SCIENCE.
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT068251000060776644501(C)(3)$10,000SUPPORT OF CONCERT PROGRAMS.
SAINT LUKE INSTITUTE INC
8901 NEW HAMPSHIRE AVENUESILVER SPRINGMD209030000521082730501(C)(3)$10,000GENERAL SUPPORT.
SAINT RITA SCHOOL
1601 WHITNEY AVENUEHAMDENCT065172024060670254501(C)(3)$7,000SUPPORT FOR CATHOLIC EDUCATION.
THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVENUE NEWASHINGTONDC200640002530196583501(C)(3)$328,600SUPPORT EDUCATIONAL CONFERENCES & POPE BENEDICT XVI CHAIR IN THEOLOGY FUND.
KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZANEW HAVENCT065103326237227608501(C)(3)SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES.$112,104BOOKPROVIDE SALARIES AND FRINGE
KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZANEW HAVENCT065103326237227608501(C)(3)$1,358,000DONATIONS TO VARIOUS DESIGNATED FUNDS.
KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZANEW HAVENCT065103326412140273501(C)(3)$276,838DONATION TO VARIOUS DESIGNATED FUNDS.
KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZANEW HAVENCT065103326412140273501(C)(3)SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES.$279BOOKPROVIDE PRINTING AND OTHER SERVICES
THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZANEW HAVENCT065103326061590283501(C)(3)$2,030,000SUPPORT PROGRAM SERVICES AND BUILDING MAINTENANCE.
THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZANEW HAVENCT065103326061590283501(C)(3)SUPPORT MUSEUM OPERATIONS.$1,119,909BOOKPROVIDE SALARIES AND FRINGE
THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZANEW HAVENCT065103326061590283501(C)(3)SUPPORT PROGRAM SERVICES.$188,854FAIR MARKET VALUEEXHIBIT PURCHASES AND OTHER SUPPORT
JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZANEW HAVENCT065103326521547103501(C)(3)$12,204,000SUPPORT FOR SAINT JOHN PAUL II NATIONAL SHRINE.$2,050,071BOOKPROVIDE SALARIES, FRINGE & OTHER SUPPORT
JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZANEW HAVENCT065103326521547103501(C)(3)$2,585,000SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION.
GARY SINISE FOUNDATION
1901 AVENUE OF THE STARSLOS ANGELESCA900670000800587086501(C)(3)$600,000SUPPORT PROGRAMS.
LIFE ATHLETES INC
210 SOUTH MICHIGAN 400 PLAZA BLDGSOUTH BENDIN466010000223160231501(C)(3)$100,000SUPPORT PROGRAMS.
FieldValueIRS element (for citing)
Total501c3 Org78Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSTIPENDSGrantTypeTxt
Recipient88RecipientCnt
Cash Grant$326,724CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CARL A ANDERSON
DIRECTOR/SUPREME KNIGHT$882,200$0$342,150$0$11,839$0$7,797$0$33,246$0$1,277,232$0$0$0
PATRICK E KELLY
DIRECTOR/VP PUBLIC POLICY$194,811$0$39,200$0$1,991$0$5,844$0$33,794$0$275,640$0$0$0
LOGAN T LUDWIG
DIRECTOR/DEP SUPREME KNIGHT$289,000$0$102,950$0$91,926$0$7,950$0$25,289$0$517,115$0$0$0
JOHN A MARRELLA
DIRECTOR/SUPREME ADVOCATE$344,400$0$108,850$0$68,912$0$7,950$0$25,289$0$555,401$0$0$0
CHARLES E MAURER JR
DIRECTOR/SUPREME SECRETARY$225,900$0$70,850$0$113,328$0$6,777$0$25,289$0$442,144$0$0$0
MICHAEL J O'CONNOR
DIRECTOR/SUPREME TREASURER$207,400$0$63,550$0$32,127$0$6,222$0$33,246$0$342,545$0$0$0
THOMAS P SMITH JR
DIRECTOR/EXECUTIVE VP INS$443,000$0$132,150$0$355,867$0$7,950$0$33,246$0$972,213$0$0$0
MARC A BRUNET
SENIOR VP/ACTUARY$211,091$0$26,550$0$4,819$0$6,079$0$25,289$0$273,828$0$0$0
MICHAEL C CONFORTI MD
MEDICAL DIRECTOR$275,500$0$56,625$0$16,198$0$7,836$0$25,290$0$381,449$0$0$0
KENNETH LEM
PAST SENIOR VP/ACTUARY$255,306$0$49,125$0$8,947$0$2,501$0$33,794$0$349,673$0$0$0
TERRENCE T LESCOE
CHIEF FINANCIAL OFFICER$254,700$0$76,650$0$6,099$0$5,662$0$25,289$0$368,400$0$0$0
RONALD J TRACZ
ASST SUPREME SECRETARY$199,100$0$42,589$0$5,940$0$2,757$0$25,289$0$275,675$0$0$0
ANTHONY V MINOPOLI
SENIOR VP INVESTMENTS$441,100$0$119,050$0$59,916$0$7,950$0$33,793$0$661,809$0$0$0
RICHARD F PLUSH
SENIOR VP PRODUCT DEVEL$336,015$0$60,700$0$51,925$0$7,950$0$25,289$0$481,879$0$0$0
WILLIAM M BROWN JR
CHIEF COMPLIANCE OFFICER$230,063$0$39,000$0$2,025$0$6,775$0$33,794$0$311,657$0$0$0
BETH ELFREY
SENIOR VP/DEPUTY GEN COUNCIL$253,857$0$61,525$0$2,081$0$7,616$0$33,794$0$358,873$0$0$0
RONALD D FRANZLUEBBERS
CHIEF ACTUARY$316,652$0$60,800$0$1,690$0$7,950$0$33,794$0$420,886$0$0$0
E NEILL JORDAN
SENIOR VP FIXED INCOME$276,683$0$61,200$0$7,207$0$7,950$0$33,794$0$386,834$0$0$0
GILLES MARCHAND
VP CREDIT INVESTMENT$202,033$0$61,655$0$1,966$0$2,173$0$33,794$0$301,621$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST 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 4BLOGAN T. LUDWIG $ 80,629 JOHN A. MARRELLA 64,550 CHARLES E. MAURER, JR. 102,167 MICHAEL J. O'CONNOR 28,063 THOMAS P. SMITH, JR. 349,873 MICHAEL C. CONFORTI M.D. 11,234 ANTHONY V. MINOPOLI 57,852 RICHARD F. PLUSH 42,800 KNIGHTS OF COLUMBUS SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS DESIGNED TO MAKE UP FOR BENEFITS LOST IN THE TAX-QUALIFIED RETIREMENT PLAN DUE TO IRS LIMITS. 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6KNIGHTS 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 7ADELEGATES 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 7BCHANGES 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 11A 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 12CON 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 15THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS, INCLUDING IN 2015, 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.
FORM 990, PART VI, SECTION C, LINE 19THE 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 -7,202,302. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW -7,655,156. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES -69,603,725. UNREALIZED LOSS ON INVESTMENTS - FOURTH DEGREE -1,184,439. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE -38,469. CUMULATIVE EFFECT - CHANGE IN ACCOUNTING PRINCIPLE -6,838,970. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 15,265,395.
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtDirect Controlling NADirectControllingNACd
151 ROGERS LLC
ONE COLUMBUS PLAZANEW HAVENCT06510REAL ESTATE ACTIVITIESTX$0$7,749,725N/A
LOUDOUN LAND BAY DFAIRWAY PARK LOT C-1 LLC
ONE COLUMBUS PLAZANEW HAVENCT06510REAL ESTATE ACTIVITIESVA$6,347,786$0N/A
FMJM LLC
ONE COLUMBUS PLAZANEW HAVENCT06510CREATION AND INVESTMENT IN MOVIES, FILMS, DOCUMENTARIES & OTHER MEDIADE$113,777$4,938,764N/A

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZANEW HAVENCT065103326237227608ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES.CT501(C)(3)7KNIGHTS OF COLUMBUSYes (1)
KNIGHTS OF COLUMBUS CANADA CHARITIES INC
ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES.SEE SCHD OKNIGHTS OF COLUMBUSYes (1)1843 TRAPPERS AVENUEWINDSOR, ONONTARIOCAN8P 1T1CA
KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZANEW HAVENCT065103326412140273ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES.CT501(C)(3)11BKNIGHTS OF COLUMBUSYes (1)
THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZANEW HAVENCT065103326061590283OPERATION OF A MUSEUM.CT501(C)(3)11BKNIGHTS OF COLUMBUSYes (1)
JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZANEW HAVENCT065103326521547103OPERATION OF AN EDUCATIONAL INSTITUTE AND A MUSEUM.DC501(C)(3)2KNIGHTS OF COLUMBUSYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
FMJM LLC RWL TRUST 2013-1
THREE STAMFORD PLAZA 12TH FLSTAMFORDCT06901463828517INVEST IN RESIDENTIAL MORTGAGESDEKNIGHTS OF COLUMBUSEXCLUDED$77,529$2,640,381000.52000
FMJM LLC RWL II
THREE STAMFORD PLAZA 12TH FLSTAMFORDCT06901464274270INVEST IN RESIDENTIAL MORTGAGESDEKNIGHTS OF COLUMBUSEXCLUDED$1,581,455$16,295,686000.52000
FMJM LLC RWL III
THREE STAMFORD PLAZA 12TH FLSTAMFORDCT06901475627947INVEST IN RESIDENTIAL MORTGAGESDEKNIGHTS OF COLUMBUSEXCLUDED$74,970,340000.99670
AUDAX CREDIT STRATEGIES KOC A PARTNERSHIP
101 HUNTINGTON AVENUEBOSTONMA02110463833926INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIESMAKNIGHTS OF COLUMBUSEXCLUDED$4,113,821$94,054,921000.85980
NIGHTS VISION LLC PARTNERSHIP
1 BLOOMFIELD AVENUEMOUNTAIN LAKESNJ07046474076219INVEST IN REAL ESTATENJKNIGHTS OF COLUMBUSEXCLUDED$93,884$7,988,556000.98000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE COLUMBUS PLAZAAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06510ZIPCd
FieldValueIRS element (for citing)
EIN471764787EIN
Primary ActivitiesASSET MANAGEMENT AND INVESTMENT ADVISORY SERVICESPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1KNIGHTS OF COLUMBUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$22,728,646ShareOfTotalIncomeAmt
Share Of EOY Assets$676,452ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
KNIGHTS OF COLUMBUS CHARITIES INC
B$1,470,104FAIR MARKET VALUE
KNIGHTS OF COLUMBUS CHARITIES USA INC
B$277,117FAIR MARKET VALUE
THE KNIGHTS OF COLUMBUS MUSEUM INC
B$3,338,763FAIR MARKET VALUE
THE KNIGHTS OF COLUMBUS MUSEUM INC
K$310,000FAIR MARKET VALUE
JOHN PAUL II SHRINE AND INSTITUTE INC
B$16,839,071FAIR MARKET VALUE
JOHN PAUL II SHRINE AND INSTITUTE INC
Q$2,341,964FAIR MARKET VALUE
JOHN PAUL II SHRINE AND INSTITUTE INC
D$11,375,000FAIR MARKET VALUE
KNIGHTS OF COLUMBUS CANADA CHARITIES INC
B$113,046FAIR MARKET VALUE
KNIGHTS OF COLUMBUS CANADA CHARITIES INC
P$163,268FAIR MARKET VALUE
FMJM LLC RWL III
B$76,000,000FAIR MARKET VALUE
NIGHTS VISION LLC PARTNERSHIP
B$8,464,052FAIR MARKET VALUE
KNIGHTS OF COLUMBUS CHARITIES INC
Q$100,628FAIR MARKET VALUE
THE KNIGHTS OF COLUMBUS MUSEUM INC
Q$179,422FAIR MARKET VALUE
KNIGHTS OF COLUMBUS CHARITIES USA INC
Q$588,021FAIR MARKET VALUE
KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC
B$1,606,389FAIR MARKET VALUE