2023-11-07T13:55:40-06:00 2022-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2022-01-01 060416470 KNIGHTS OF COLUMBUS KNIG 2037524000 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 PATRICK T MASON SUPREME SECRETARY 2038004822 2023-11-07 1 PATRICK MASON 999009999 1 ANTHONY J PUZZO P00529377 2032489341 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK T MASON ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 5308783048 0 X WWW.KOFC.ORG X 1882 CT A CATHOLIC FRATERNAL ORGANIZATION DEDICATED TO PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE WORKS, RENDERING MUTUAL AID ASSISTANCE TO SICK AND NEEDY MEMBERS AND THEIR FAMILIES AND PROVIDING INSURANCE PRODUCTS AND ANNUITIES TO BENEFIT MEMBERS, WIVES AND CHILDREN. 25 17 2708 2060000 27995548 12507366 0 0 1356435968 1378184458 1129135500 1100610428 62503550 70858087 2548075018 2549652973 24923980 27278720 2021481411 1977160096 130514889 123563042 0 0 0 240575475 272043486 2417495755 2400045344 130579263 149607629 28849378345 29370584012 26187283884 26622937776 2662094461 2747646236 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 1977160096 1357902393 PROGRAMS FOR THE PAYMENT OF IRC SEC. 501(C)(8) BENEFITS TO MEMBERS, WIVES AND THEIR DEPENDENTS. KNIGHTS OF COLUMBUS IS A CATHOLIC FAMILY FRATERNAL SERVICE ORGANIZATION WITH OVER 2.0 MILLION MEMBERS, FOUNDED IN 1882 FOR THE FOLLOWING PURPOSES: (A) RENDERING AID TO ITS MEMBERS, THEIR FAMILIES AND BENEFICIARIES OF MEMBERS AND THEIR FAMILIES; (B) RENDERING MUTUAL AID AND ASSISTANCE TO ITS SICK, DISABLED AND NEEDY MEMBERS AND THEIR FAMILIES; (C) PROMOTING SOCIAL WORK AMONG ITS MEMBERS AND THEIR FAMILIES; AND (D) PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS SOCIAL WELFARE, WAR RELIEF AND WELFARE AND PUBLIC RELIEF WORK.TO MORE EFFECTIVELY CARRY OUT ITS PURPOSES THE CORPORATION, A CONNECTICUT SPECIALLY CHARTERED CORPORATION WITHOUT CAPITAL STOCK, PROVIDES COVERAGE FOR LIFE INSURANCE, LONG TERM CARE, DISABILITY INCOME AND ANNUITY BENEFITS TO MEMBERS, WIVES, WIDOWS AND MINOR CHILDREN PRINCIPALLY IN THE UNITED STATES AND CANADA. THE TOTAL IRC SEC. 501(C)(8) BENEFITS ACCRUED TO MEMBERS OF $1,977,160,096 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2022, 23,423 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $69,679. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 51. 395606528 PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS. 27278720 27278720 4136668 PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS. 2400045344 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 84716 0 1 2708 1 1 1 1 CA RP VT MX DR PL BE 0 0 0 0 0 0 0 0 1 0 X 25 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X PATRICK T MASON SUPREME SECRETARY 2038004822 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 CARL A ANDERSON DIRECTOR/PAST SUPREME KNIGHT 10.00 5.00 X 269000 0 0 JOHN S APPELBAUM DIRECTOR 5.00 0.00 X 32550 0 0 ANTONIO BANUELOS-ACOSTA DIRECTOR 5.00 0.00 X 31750 0 0 DANIEL DUCHESNE DIRECTOR 5.00 0.00 X 31798 0 0 RENNAN J DUFFOUR DIRECTOR 5.00 0.00 X 30150 0 0 SEAN E HALPAIN DIRECTOR 5.00 0.00 X 31750 0 0 COLIN R JORSCH JR DIRECTOR 5.00 0.00 X 31750 0 0 PATRICK E KELLY DIRECTOR/SUPREME KNIGHT 45.00 15.00 X X 1639096 0 51375 ARCIE J LIM DIRECTOR 5.00 0.00 X 29546 0 0 MOST REV WILLIAM E LORI DIRECTOR/SUPREME CHAPLAIN 5.00 5.00 X X 135000 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 50.00 5.00 X X 945140 0 40760 PATRICK T MASON DIRECTOR/SUPREME SECRETARY 50.00 5.00 X X 320699 0 51290 ANTHONY V MINOPOLI DIRECTOR/CHIEF OPERATING OFFICER 50.00 5.00 X 807993 0 51375 CARMINE V MUSUMECI DIRECTOR 5.00 0.00 X 32550 0 0 PAUL G O'SULLIVAN DIRECTOR/DEP SUPREME KNIGHT 50.00 5.00 X X 389226 0 40760 ARTHUR LOUIS L PETERS DIRECTOR 5.00 0.00 X 30312 0 0 JOSE C REYES JR DIRECTOR 5.00 0.00 X 26400 0 0 DANIEL ROSSI DIRECTOR 5.00 0.00 X 30550 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 48.00 7.00 X X 401793 0 39746 MICHAEL L WILLS DIRECTOR 5.00 0.00 X 22950 0 0 JOHN J KENNEDY DIRECTOR/CHIEF FINANCIAL OFFICER 50.00 5.00 X X 1074461 0 40760 MICHAEL ANTHONY BENSON DIRECTOR 5.00 0.00 X 34150 0 0 STEPHEN J KEHOE DIRECTOR 5.00 0.00 X 32550 0 0 SCOTT A O'CONNOR DIRECTOR 5.00 0.00 X 32550 0 0 ANTONIO F PASCUA DIRECTOR 5.00 0.00 X 31750 0 0 MICHAEL R MCCUSKER DIRECTOR 5.00 0.00 X 9200 0 0 JAMEY C ROTH DIRECTOR 5.00 0.00 X 9200 0 0 ALFREDO A VELA DIRECTOR 5.00 0.00 X 9200 0 0 RICHARD J KNEE MD MEDICAL DIRECTOR 45.00 0.00 X 367643 0 50434 GEORGE E SILOS VICE PRESIDENT/ACTUARY 45.00 0.00 X 293805 0 51097 RONALD D FRANZLUEBBERS SENIOR VP/CHIEF ACTUARY 45.00 0.00 X 531988 0 45137 CARLOS M GUTIERREZ CALIFORNIA GENERAL AGENT 45.00 0.00 X 441177 0 27541 CHRISTOPHER HUESMAN CHIEF INFORMATION OFFICER 45.00 0.00 X 499893 0 51375 RONALD R SANDOVAL SR CALIFORNIA GENERAL AGENT 45.00 0.00 X 826548 0 0 MARK J MCMULLEN SENIOR VP MEMBERSHIP & FRAT MISSION 45.00 0.00 X 502076 0 40760 FRANK MEMMO SENIOR VP/OPERATIONAL EXCELLENCE 45.00 0.00 X 490172 0 44482 10456366 0 626892 287 0 1 0 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 CONSULTING SERVICES 10274673 NESCO RESOURCE PO BOX 901372 CLEVELAND OH 44190 STAFFING SERVICES 10120837 ST JOSEPH PRINTING LIMITED 50 MACINTOSH BOULEVARD CONCORD ONTARIO CA L4K 4P3 PRINTING SERVICES 2796926 SEWARD AND MONDE 296 STATE STREET NORTH HAVEN CT 06473 ACCOUNTING SERVICES 1391172 CLEARWATER ANALYTICS LLC 777 WEST MAIN STREET SUITE 900 BOISE ID 83702 INVESTMENT ACCOUNTING SERVICES 1226488 423 PREMIUM INCOME 524113 1270970387 1254824990 16145397 SUPPLEMENTARY CONTRACT 524113 86167347 86167347 INTEREST MAINTENANCE R 524113 13380002 13380002 MEMBERSHIP DUES 524113 4136668 4136668 MISCELLANEOUS 524113 1790189 1790189 1739865 1739865 1378184458 1052191332 317973 1051873359 2807549171 2759130075 48419096 48419096 11532178 36886918 CERTIFICATE LOANS 524113 42869808 42869808 MORTGAGE LOANS 524113 27988279 27988279 70858087 2549652973 1362039061 27995548 1159618364 22543124 22543124 4735596 4735596 1977160096 1977160096 8159234 8159234 72336192 72336192 11481250 11481250 18965632 18965632 12620734 12620734 2978789 2978789 1718206 1718206 4654740 4654740 21038371 21038371 890338 890338 21170914 21170914 3801253 3801253 5581198 5581198 6634842 6634842 3325317 3325317 2433952 2433952 3481800 3481800 COMMISSIONS ON PREMIUM 115453922 115453922 UBI AND OTHER TAXES 5842619 5842619 SUNDRY GENERAL EXPENSE 47987485 47987485 BENEVOLENCE PROGRAMS 9721454 9721454 15328286 15328286 2400045344 2400045344 0 0 92337711 80615147 717524675 732169006 91812965 65254967 28396589 26557998 24903663918 25166602983 2860572770 3088600205 246882682 276038673 28849378345 29370584012 92752772 59086523 658682 2202904 26093872430 26561648349 26187283884 26622937776 X 0 0 0 0 2662094461 2747646236 2662094461 2747646236 28849378345 29370584012 X 149607629 -201095053 137039199 X 0 1 X 1 0 0 1 X 14902885 14902885 51288850 40559088 10729762 24914033 23988682 925351 707197 707197 0 26557998 CERTIFICATE LOANS AND LIENS 1111652474 C OTHER INVESTED ASSETS 1446903893 C MORTGAGE LOANS 530043838 C 3088600205 RESERVE UNDER LIFE CERTIFICATES 16818348678 RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES 915028867 LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS 7693894682 UNPAID CLAIMS - LIFE 64145311 DIVIDENDS DUE AND UNPAID 831539 DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR 208206954 PREMIUMS RECEIVED IN ADVANCE 5227485 AMOUNTS WITHHELD AS TRUSTEE 3775334 AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT 585555 REMITTANCES AND ITEMS NOT ALLOCATED 1767832 LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES 83995068 INTEREST MAINTENANCE RESERVE 41843380 ASSET VALUATION RESERVE 443018048 UNPRESENTED CHECKS AND DUE TO REINSURERS 15302909 ADVANCE PAYMENTS FOR COUNCIL SUPPLIES 6804 FUNDS HELD IN ESCROW - FOURTH DEGREE FUND 2117 DUE TO AFFILIATES 1322027 UNPAID CLAIMS - ACCIDENT AND HEALTH 727102 COLLATERAL LIABILITY ON LOANED SECURITIES 256157120 OTHER LIABILITIES 7437570 DUE TO ASSEMBLIES - FOURTH DEGREE FUND 23967 26561648349 2524668867 -1816763 -1816763 2526485630 23167343 23167343 2549652973 2376878001 0 2376878001 23167343 23167343 2400045344 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 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 0 315 PROGRAM SERVICES PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS 247617712 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS GRANTMAKING 789662 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS GRANTMAKING 110000 EUROPE (INCLUDING ICELAND & GREENLAND) 1 6 GRANTS TO RECIPIENTS GRANTMAKING 3793934 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANT TO RECIPIENT GRANTMAKING 42000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 698030574 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 658642225 NORTH AMERICA 0 0 INVESTMENTS 3033027498 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 166144566 SOUTH AMERICA 0 0 INVESTMENTS 7378025 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 1724098 1 321 0 0 1 321 4642053605 175246689 4817300294 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, DONATION TO UNDERWRITE SURGERY FOR AFRICAN ARCHBISHOP 42000 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SPONSOR OF NATIONAL MARCH FOR LIFE IN OTTAWA, CANADA 19998 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 218970 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, A CONTRIBUTION OF THE ANNUAL EARNINGS OF KNIGHTS OF COLUMBUS FATHER MICHAEL J. MCGIVNEY FUND 44000 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT MASTER PLAN FOR NEW FACILITIES AND VARIOUS PROGRAMS 84000 WIRE TRANSFERS 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES 18000 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 47062 WIRE TRANSFERS 136849 PROVIDE SALARIES AND FRINGE BOOK EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PHILIPPINES SCHOLARSHIPS FOR ADVANCE STUDIES OF PRIESTS 48000 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT SCHOLARSHIPS AWARDED TO STUDENTS IN MEXICO 9500 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 39995 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PRO-LIFE ADVOCACY 25430 WIRE TRANSFERS 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 194225 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS 13633 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) DONATION FOR PRO-LIFE CAMPAIGN 30000 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) VARIOUS BROADCASTS (HOLY WEEK & EASTER/CHRISTMAS) FROM ROME 1115000 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 10000 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY 530757 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 1586250 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) DONATION TO CREATE A POLISH DOMINICAN FRIAR'S MUSEUM 50000 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND 118900 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 10755 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 99634 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) DONATIONS OF THE EARNINGS OF OUR LADY OF GUADALUPE FUND 57638 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPORT ILLUMNIATION OF VATICAN NECROPOLIS 125000 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT 2022 INDEPENDENCE DAY CELEBRATION 10000 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 20000 WIRE TRANSFERS 0 EUROPE (INCLUDING ICELAND & GREENLAND) 20000 WIRE TRANSFERS 0 8 19 0 0 1 0 1 0 PART I, LINE 2: GRANTS MADE TO ORGANIZATIONS ARE FOR GENERAL SUPPORT OF THE RECIPIENT ORGANIZATION. THE ORGANIZATION VERIFIES THAT ALL GRANTS ARE PROVIDED TO ENTITIES THAT HAVE AN EQUIVALENT STATUS TO A 501(C)(3) ORGANIZATION. THE ORGANIZATION REQUIRES DONEE ORGANIZATIONS TO PROVIDE AN ACCOUNTING OF HOW THE GRANT FUNDS WERE EXPENDED. GRANTS TO INDIVIDUAL RECIPIENTS ARE DETERMINED BASED ON APPLICATION AND VERIFICATION OF ELIGIBILITY. INDIVIDUALS ELIGIBLE TO APPLY ARE FROM A LARGE POOL OF INDIVIDUALS AND ARE CHOSEN OBJECTIVELY BY A PANEL OF INDEPENDENT PERSONS. PART III ACCOUNTING METHOD: PART IV, QUESTION 3 LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471. 1 ARCHDIOCESE OF KANSAS CITY IN KANSAS 12615 PARALLEL PARKWAY KANSAS CITY KS 66109 480559094 501(C)(3) 450000 0 SUPPORT PROGRAMS ARCHDIOCESE OF LOUISVILLE (ROMAN CATHOLIC BISHOP OF LOUISVILLE A CORPORATIO PASTORAL CENTER 3940 POPLAR LEVEL ROAD LOUISVILLE KY 402131463 610447247 501(C)(3) 200000 0 SUPPORT PROGRAMS ARCHDIOCESE FOR THE MILITARY SERVICE USA 1025 MICHIGAN AVENUE NE WASHINGTON DC 200170469 131624090 501(C)(3) 25000 0 SUPPORT SEMINARIAN PROGRAM AND THE 14TH ANNUAL BENEFIT ARCHDIOCESE OF NEW YORK 1011 FIRST AVENUE 14TH FLOOR NEW YORK NY 100220000 133089351 501(C)(3) 75000 0 SPONSORSHIP OF WEEKLY RADIO SHOW "CONVERSATION WITH CARDINAL DOLAN ON SIRIUS XM" ASOCIACION NACIONAL DE SACERDOTES HISPANOS PO BOX 3356 LUBBOCK TX 794520000 581913100 501(C)(3) 10000 0 SUPPORT OF 2022 CONVENTION BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION 400 MICHIGAN AVENUE NE WASHINGTON DC 200171566 530196626 501(C)(3) 125500 0 SUPPORT TV BROADCASTS AND PROGRAMS BE NOT AFRAID 15237 FRED BROWN ROAD HUNTERSVILLE NC 280780000 371659681 501(C)(3) 65000 0 SUPPORT PROGRAMS BECKET FUND FOR RELIGIOUS LIBERTIES 3000 K STREET NW SUITE 220 WASHINGTON DC 200070000 521858532 501(C)(3) 300000 0 SUPPORT OF 2022 PROGRAMS CALIFORNIA CATHOLIC CONFERENCE INC 1119 K STREET 2ND FLOOR SACRAMENTO CA 95814 271530655 501(C)(3) 500000 0 SUPPORT PROGRAMS CATHOLIC ATHLETES FOR CHRIST 3703 CAMERON MILLS ROAD ALEXANDRIA VA 223050000 651274581 501(C)(3) 25000 0 SUPPORT PROGRAMS CATHOLIC CHARITIES 839 ASLYUM AVENUE HARTFORD CT 061052801 060667607 501(C)(3) 25000 0 SUPPORT PROGRAMS CATHOLIC INFORMATION CENTER 1501 K STREET NW WASHINGTON DC 200050000 521790727 501(C)(3) 205000 0 SUPPORT PROGRAMS AND 2022 JOHN PAUL II NEW EVANGELIZATION DINNER CATHOLIC NEAR EAST WELFARE ASSOCIATION 1011 FIRST AVENUE NEW YORK NY 100224195 131623929 501(C)(3) 50000 0 SUPPORT OF 2022 CNEWA GALA CONNECTICUT FOODSHARE INC 2 RESEARCH PARKWAY WALLINGFORD CT 064920000 061063025 501(C)(3) 25000 0 PURCHASE OF FOOD FOR THE HOLIDAYS FOR THOSE IN NEED COUNCIL OF MAJOR SUPERIORS OF WOMEN RELIGIOUS 415 MICHIGAN AVE NE SUITE 420 WASHINGTON DC 200170000 521792586 501(C)(3) 145000 0 SUPPORT OF THE 2022 NATIONAL ASSEMBLY AND 2023 FORMATORS' WORKSHOP EPARCHY OF SAINT MARON BROOKLYN 109 REMSEN STREET BROOKLYN NY 112014212 113233189 501(C)(3) 15000 0 SUPPORT PROGRAMS ETHICS AND PUBLIC POLICY CENTER 1730 M STREET NW SUITE 910 WASHINGTON DC 200360000 521162185 501(C)(3) 200000 0 SUPPORT 2022 TERTIO MILLENNIO SEMINAR ON THE FREE SOCIETY AND PERSON AND IDENTITY PROJECT FAMILY INSTITUTE OF CONNECTICUT 77 BUCKINGHAM STREET HARTFORD CT 061260000 061282690 501(C)(3) 152000 0 SUPPORT PROGRAMS FAMILY INSTITUTE OF CONNECTICUT ACTION INC PO BOX 260210 HARTFORD CT 061260000 201483422 501(C)(4) 25000 0 SUPPORT PROGRAMS FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS 467 BLOOMFIELD 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SHRINE JOHN PAUL II SHRINE AND INSTITUTE INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 521547103 501(C)(3) 2425000 0 SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION KNIGHTS OF COLUMBUS CHARITIES USA INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 412140273 501(C)(3) 116130 0 DONATIONS TO VARIOUS DESIGNATED FUNDS KNIGHTS OF COLUMBUS CHARITIES INC ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 237227608 501(C)(3) 125697 475728 BOOK PROVIDE SALARIES AND FRINGE SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES KNIGHTS OF COLUMBUS PUERTO RICO STATE COUNCIL PO BOX 1373 BAYAMON PR 009601373 660620347 501(C)(8) 5500 0 PUERTO RICO SCHOLARSHIPS FOR THE 2022-2023 ACADEMIC YEAR LA LECHE SHRINE 27 OCEAN AVENUE ST AUGUSTINE FL 32084 590624419 501(C)(3) 10000 0 SUPPORT PROGRAMS LIFE IS SACRED 104 EAST AZTEC AVENUE GALLUP NM 873010000 841735115 501(C)(3) 10000 0 SUPPORT PROGRAMS AND PLANTING OF TREES TO HONOR NATIVE AMERICAN VICTIMS OF COVID-19 LITTLE SISTERS OF THE POOR INC 1365 ENFIELD STREET ENFIELD CT 060824900 060882297 501(C)(3) 60000 0 SUPPORT PROGRAMS MAGIS CENTER OF REASON AND FAITH 13280 CHAPMAN AVENUE GARDEN GROVE CA 928404400 542077588 501(C)(3) 75000 0 SUPPORT MORAL APOLOGETICS COURSE MARCH FOR LIFE ACTION 1012 14TH STREET NW WASHINGTON DC 200050000 521059820 501(C)(4) 50000 0 SUPPORT PRO LIFE ADVOCACY MARCH FOR LIFE EDUCATION AND DEFENSE FUND PO BOX 90300 WASHINGTON DC 200900300 521231772 501(C)(3) 775000 0 SUPPORT THE ANNUAL MARCH FOR LIFE MATER SALVATORIS COLLEGE PREPARATORY SCHOOL INC 926 NEWFIELD AVENUE STAMFORD CT 069050000 822145675 501(C)(3) 25000 0 SUPPORT 2022 GALA THE NAPA INSTITUTE (NAPA) 2532 DUPONT DRIVE IRVINE CA 926121524 453733093 501(C)(3) 10000 0 SUPPORT PROGRAMS NATIONAL CATHOLIC BIOETHICS CENTER 6399 DREXEL ROAD PHILADELPHIA PA 191512511 042871526 501(C)(3) 149416 0 SUPPORT FOR 2022 WORKSHOP FOR BISHOPS NATIONAL CENTER ON SEXUAL EXPLOITATION 440 1ST STREET NW SUITE 840 WASHINGTON DC 200010000 132608326 501(C)(3) 150000 0 SUPPORT OF CHANGING POLICIES AND 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501(C)(3) 15000 0 SUPPORT PROGRAMS 55 5 PART I, LINE 2: GRANTS MADE TO ORGANIZATIONS ARE FOR GENERAL SUPPORT OF THE RECIPIENT ORGANIZATION. THE ORGANIZATION VERIFIES THAT SUBSTANTIALLY ALL GRANTS ARE PROVIDED TO ENTITIES THAT HAVE AN EQUIVALENT STATUS TO A 501(C)(3) ORGANIZATION. THE ORGANIZATION REQUIRES DONEE ORGANIZATIONS TO PROVIDE AN ACCOUNTING OF HOW THE GRANT FUNDS WERE EXPENDED. GRANTS TO INDIVIDUAL RECIPIENTS ARE DETERMINED BASED ON APPLICATION AND VERIFICATION OF ELIGIBILITY. INDIVIDUALS ELIGIBLE TO APPLY ARE FROM A LARGE POOL OF INDIVIDUALS AND ARE CHOSEN OBJECTIVELY BY A PANEL OF INDEPENDENT PERSONS. DURING 2022, THERE WERE NO DIRECT GRANTS PROVIDED TO INDIVIDUALS. X X 1 1 X X X X 0 1 0 PATRICK E KELLY DIRECTOR/SUPREME KNIGHT 811942 0 372818 0 454336 0 9150 0 42225 0 1690471 0 0 0 JOHN J KENNEDY DIRECTOR/CHIEF FINANCIAL OFFICER 543110 0 176318 0 355033 0 9150 0 31610 0 1115221 0 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 426052 0 132818 0 386270 0 9150 0 31610 0 985900 0 0 0 ANTHONY V MINOPOLI DIRECTOR/CHIEF OPERATING OFFICER 555577 0 148218 0 104198 0 9150 0 42225 0 859368 0 0 0 RONALD R SANDOVAL SR CALIFORNIA GENERAL AGENT 818798 0 7750 0 0 0 0 0 0 0 826548 0 0 0 RONALD D FRANZLUEBBERS SENIOR VP/CHIEF ACTUARY 400914 0 84925 0 46149 0 9150 0 35987 0 577125 0 0 0 CHRISTOPHER HUESMAN CHIEF INFORMATION OFFICER 410094 0 85900 0 3899 0 9150 0 42225 0 551268 0 0 0 MARK J MCMULLEN SENIOR VP MEMBERSHIP & FRAT MISSION 348373 0 63335 0 90368 0 9150 0 31610 0 542836 0 0 0 FRANK MEMMO SENIOR VP/OPERATIONAL EXCELLENCE 391273 0 89500 0 9399 0 9150 0 35332 0 534654 0 0 0 CARLOS M GUTIERREZ CALIFORNIA GENERAL AGENT 440427 0 750 0 0 0 0 0 27541 0 468718 0 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 220468 0 71018 0 110307 0 8136 0 31610 0 441539 0 0 0 PAUL G O'SULLIVAN DIRECTOR/DEP SUPREME KNIGHT 240906 0 61518 0 86802 0 9150 0 31610 0 429986 0 0 0 RICHARD J KNEE MD MEDICAL DIRECTOR 308445 0 56377 0 2821 0 8209 0 42225 0 418077 0 0 0 PATRICK T MASON DIRECTOR/SUPREME SECRETARY 216412 0 79418 0 24869 0 9065 0 42225 0 371989 0 0 0 GEORGE E SILOS VICE PRESIDENT/ACTUARY 238226 0 50600 0 4979 0 8872 0 42225 0 344902 0 0 0 CARL A ANDERSON DIRECTOR/PAST SUPREME KNIGHT 207000 0 62000 0 0 0 0 0 0 0 269000 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 PATRICK E. KELLY $448,643 JOHN J. KENNEDY 342,971 JOHN A. MARRELLA 379,631 ANTHONY V. MINOPOLI 100,835 RONALD F. SCHWARZ 104,192 PAUL G. O'SULLIVAN 75,509 PATRICK T. MASON 23,462 RONALD D. FRANZLUEBBERS 42,270 MARK J. MCMULLEN 81,002 KNIGHTS OF COLUMBUS SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS DESIGNED TO MAKE UP FOR BENEFITS LOST IN THE TAX-QUALIFIED RETIREMENT PLAN. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED COMPENSATION PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE KNIGHTS OF COLUMBUS' PLAN PROVIDES THAT UPON VESTING, A PARTICIPANT WILL RECEIVE A PAYMENT FOR THE ESTIMATED INCOME TAXES RELATED TO THE VESTED AMOUNT. THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). FORM 990, PART VI, SECTION A, LINE 6 KNIGHTS OF COLUMBUS IS A CATHOLIC FRATERNAL BENEFIT ORGANIZATION WITH OVER 2.0 MILLION MEMBERS. ALL MEMBERS VOTE ON NON-INSURANCE (FRATERNAL) MATTERS. ONLY MEMBERS WITH FRATERNAL INSURANCE POLICIES VOTE ON MATTERS REGARDING INSURANCE. VOTING IS GENERALLY ACCOMPLISHED THROUGH DELEGATES ELECTED BY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A DELEGATES ARE ELECTED AT VARIOUS STATE AND DISTRICT CONVENTIONS. THESE DELEGATES ELECT CERTAIN DIRECTORS EACH YEAR AT THE SUPREME COUNCIL ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BY-LAWS OF THE ORGANIZATION ARE VOTED ON BY MEMBERS IN GOOD STANDING EITHER THROUGH AN ELECTED DELEGATE OR A GENERAL VOTE. THEIR ELIGIBILITY TO VOTE ON A MATTER IS LIMITED TO THEIR STANDING AS AN INSURANCE MEMBER OR NON-INSURANCE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AT A BOARD OF DIRECTORS MEETING BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL BOARD MEMBERS AND TOP MANAGEMENT OFFICIALS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE. ALL POTENTIAL ISSUES ARE REVIEWED AND RESOLVED BY THE SECRETARY'S OFFICE IN CONJUNCTION WITH THE CHIEF COMPLIANCE OFFICER AND THE INTERNAL AUDIT DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS, INCLUDING IN 2022, FOR A REVIEW OF THE REASONABLENESS OF TOTAL COMPENSATION PROVIDED TO SUPREME OFFICERS AND OTHER TOP MANAGEMENT OFFICIALS. THE INDEPENDENT COMPENSATION CONSULTANT USES SURVEY SOURCES THAT THEY HAVE COMPILED PLUS OTHER PUBLISHED SURVEYS TO PRESENT A REPORT OF COMPARABLE MARKET DATA OF TOTAL COMPENSATION FOR EACH MANAGEMENT POSITION. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND DISCUSSES THE COMPARABLE MARKET DATA BEFORE MAKING A RECOMMENDATION TO THE BOARD OF DIRECTORS. AFTER A REVIEW AND DISCUSSION ABOUT THE COMPARABLE MARKET DATA AND THE INDIVIDUALS IN THE ROLES UNDER REVIEW, A VOTE IS TAKEN TO APPROVE A NEW SALARY RANGE AND OBJECTIVE BONUS STRUCTURE FOR THE TOP MANAGEMENT INDIVIDUALS. TOTAL COMPENSATION FOR EACH INDIVIDUAL IS WITHIN THE RANGE APPROVED BY THE BOARD OF DIRECTORS WHICH IS WITHIN THE COMPARABLE MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PHOTOCOPIED AND MAILED TO INDIVIDUALS OR ORGANIZATIONS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ASSET VALUATION RESERVE 99,142,477. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW -29,085,284. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES -31,446,809. UNREALIZED LOSS ON INVESTMENTS - FOURTH DEGREE -1,816,763. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE -10,667. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 100,256,245. 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. 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