2019-11-08T13:24:14-06:00 2018-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2018-01-01 060416470 KNIGHTS OF COLUMBUS KNIG 2037524000 ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 MICHAEL J O'CONNOR SUPREME SECRETARY 2037524822 2019-11-05 THOMAS F LYDEN P01215353 2032489341 173.166.62.193 2019-11-05 11:06:43 ES P 0E4C15207DC127BDB52450F77D4060F40C3F1AE4 4869E5F49B9973F149F13A18DEB0F85868CD0247 2018 2020-03-31 21:24:44Z MICHAEL J O'CONNOR ONE COLUMBUS PLAZA NEW HAVEN CT 065103326 4931420267 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 3447 1977000 14621590 2836239 0 0 1294683098 1337580400 1008307464 1020879839 58273669 60110540 2361264231 2418570779 35077184 34288913 1825608018 1915249924 152347932 146412978 0 0 0 240089458 241611893 2253122592 2337563708 108141639 81007071 24962130453 25436169914 22817906199 23284181200 2144224254 2151988714 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 1915249924 1319938851 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 $1,915,249,924 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2018, 19,911 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $61,020. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 49. 388024871 PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS. 34288913 34288913 5296672 PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS. 2337563708 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 121613 0 1 3447 1 1 1 1 CA RP VT MX DR PL BE 0 0 0 0 0 0 0 0 1 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 CARL A ANDERSON DIRECTOR/SUPREME KNIGHT 45.00 15.00 X X 1763220 0 33205 MICHAEL G CONRAD DIRECTOR 5.00 0.00 X 33903 0 0 VIRGIL C DECHANT DIRECTOR 3.00 5.00 X 22742 0 0 SCOTT A FLOOD DIRECTOR 5.00 0.00 X 32303 0 0 MICHAEL T GILLIAM DIRECTOR 5.00 0.00 X 32303 0 0 TOMMY C HARGER DIRECTOR 5.00 0.00 X 32303 0 0 COLIN R JORSCH JR DIRECTOR 5.00 0.00 X 30703 0 0 PATRICK E KELLY DIRECTOR/DEP SUPREME KNIGHT 44.00 11.00 X X 477346 0 41638 LARRY W KUSTRA DIRECTOR 5.00 5.00 X 32142 0 0 PAUL J LAMBERT DIRECTOR 5.00 0.00 X 32303 0 0 ARCIE J LIM DIRECTOR 5.00 0.00 X 11115 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 641078 0 33205 JAVIER S MARTINEZ DIRECTOR 5.00 0.00 X 4800 0 0 PATRICK T MASON DIRECTOR 5.00 0.00 X 30703 0 0 ANTHONY V MINOPOLI DIRECTOR/EXECUTIVE VP INVESTMENTS 50.00 5.00 X 696320 0 41638 CARMINE V MUSUMECI DIRECTOR 5.00 0.00 X 33103 0 0 GRAYDON A NICHOLAS DIRECTOR 5.00 5.00 X 34281 0 0 MICHAEL J O'CONNOR DIRECTOR/SUPREME SECRETARY 50.00 5.00 X X 396251 0 41265 ARTHUR LOUIS L PETERS DIRECTOR 5.00 0.00 X 29814 0 0 JOSE C REYES JR DIRECTOR 5.00 5.00 X 32290 0 0 DANIEL ROSSI DIRECTOR 5.00 0.00 X 33103 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 48.00 7.00 X X 291603 0 30891 JAMES R SCROGGIN DIRECTOR 5.00 0.00 X 32303 0 0 BRIAN W SIMER DIRECTOR 5.00 0.00 X 33103 0 0 TERRY L SIMONTON DIRECTOR 5.00 0.00 X 10303 0 0 THOMAS P SMITH JR DIRECTOR/EXECUTIVE VP INSURANCE 50.00 5.00 X 561683 0 16886 KENNETH E STOCKWELL DIRECTOR 5.00 0.00 X 30703 0 0 MICHAEL L WILLS DIRECTOR 5.00 0.00 X 33103 0 0 MARC A BRUNET VICE PRESIDENT/ACTUARY 45.00 0.00 X 285893 0 31550 MICHAEL C CONFORTI MD MEDICAL DIRECTOR 45.00 0.00 X 134412 0 5687 JOHN J KENNEDY CHIEF FINANCIAL OFFICER 50.00 5.00 X 563032 0 41384 RONALD D FRANZLUEBBERS SENIOR VP/CHIEF ACTUARY 45.00 0.00 X 540820 0 40228 BETH M ELFREY SENIOR VP/DEPUTY GEN COUNSEL 45.00 0.00 X 358343 0 41638 E NEILL JORDAN VICE PRESIDENT FIXED INCOME 45.00 0.00 X 343795 0 39109 PAUL MCMAHON DIRECTOR OF MARKETING 45.00 0.00 X 356684 0 39587 MARK MCMULLEN SENIOR VP MEMBERSHIP & FRAT MISSION 45.00 0.00 X 337927 0 38073 KEVIN SHINKLE SENIOR VP/CHF COMMUNICATIONS OFFICER 45.00 0.00 X 334989 0 41638 8815822 0 557622 193 0 1 0 NESCO RESOURCE 999 ORONOQUE LANE STRATFORD CT 06614 STAFFING SERVICES 10370220 ST JOSEPH PRINTING LTD 50 MACINTOSH BLVD CONCORD ONTARIO CA L4K 4P3 PRINTING SERVICES 3396209 COMPUTER SCIENCES CORPORATION 200 WEST CESAR CHAVEZ ST AUSTIN TX 78701 IT SERVICES 3191284 CREATIVE GROUP INC 619 N LYNNDALE DRIVE APPLETON WI 54914 EVENT PLANNING SERVICES 1674805 THE BOSTON COMPANY ASSET MANAGEMENT BNY MELLON CENTER 1 BOSTON PLACE BOSTON MA 02108 INVESTMENT MANAGEMENT SERVICES 1610565 363 PREMIUM INCOME 524113 1226431291 1214086414 12344877 SUPPLEMENTARY CONTRACT 524113 83852265 83852265 INTEREST MAINTENANCE R 524113 17432241 17432241 MEMBERSHIP DUES 900099 3603005 3603005 FEES-DEPOSIT CONTRACTS 524113 2020358 2020358 4241240 4241240 1337580400 980730829 2276713 978454116 2552998498 2512849488 40149010 40149010 40149010 CERTIFICATE LOANS 524113 49226609 49226609 MORTGAGE LOANS 524113 10883931 10883931 60110540 2418570779 1325235523 14621590 1078713666 28705364 28705364 368431 368431 5215118 5215118 1915249924 1915249924 7441661 7441661 65232733 65232733 15061787 15061787 47158203 47158203 11518594 11518594 3626529 3626529 1497321 1497321 11215089 11215089 9603225 9603225 2432345 2432345 15974197 15974197 5230624 5230624 6283541 6283541 6485860 6485860 3478217 3478217 3921764 3921764 3258826 3258826 COMMISSIONS ON PREMIUM 106598375 106598375 UBI AND OTHER TAXES 607063 607063 SUNDRY GENERAL EXPENSE 23891101 23891101 BENEVOLENCE PROGRAMS 16587661 16587661 20920155 20920155 2337563708 2337563708 0 0 70648849 48778259 602902716 341078542 89237546 52788746 37929372 36448800 21865968626 22416475627 2150673343 2358495682 234007547 234893004 24962130453 25436169914 68005904 25463177 1565622 1894178 22748334673 23256823845 22817906199 23284181200 X 0 0 0 0 2144224254 2151988714 2144224254 2151988714 24962130453 25436169914 X 81007071 -127180129 53937518 X 0 1 X 1 0 0 1 X 14902885 14902885 51333658 32302446 19031212 22293806 19779103 2514703 707197 707197 0 36448800 CERTIFICATE LOANS AND LIENS 1097606264 C OTHER INVESTED ASSETS 1010527285 C MORTGAGE LOANS 250362133 C 2358495682 RESERVE UNDER LIFE CERTIFICATES 14429369753 RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES 585358963 LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS 7137584239 UNPAID CLAIMS - LIFE 58429619 DIVIDENDS DUE AND UNPAID 980427 DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR 264210767 PREMIUMS RECEIVED IN ADVANCE 6110614 AMOUNTS WITHHELD AS TRUSTEE 2620037 AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT 260947 REMITTANCES AND ITEMS NOT ALLOCATED 13611176 LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES 248751416 INTEREST MAINTENANCE RESERVE 47937339 ASSET VALUATION RESERVE 301345595 UNPRESENTED CHECKS AND DUE TO REINSURERS 5843791 ADVANCE PAYMENTS FOR COUNCIL SUPPLIES 12809 FUNDS HELD IN ESCROW - FOURTH DEGREE FUND 2117 DUE TO AFFILIATES 989681 UNPAID CLAIMS - ACCIDENT AND HEALTH 529676 COLLATERAL LIABILITY ON LOANED SECURITIES 152874879 23256823845 2384894922 -836371 -836371 2385731293 31145819 1693667 32839486 2418570779 2304724222 0 2304724222 31145819 1693667 32839486 2337563708 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 1,693,667. PART XII, LINE 4B - OTHER ADJUSTMENTS: CULTURE OF LIFE FUND 1,693,667. 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 0 385 PROGRAM SERVICES PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS 255037670 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS GRANTMAKING 1140336 EAST ASIA AND THE PACIFIC 0 0 GRANT TO RECIPIENT GRANTMAKING 18000 EUROPE (INCLUDING ICELAND & GREENLAND) 1 6 GRANTS TO RECIPIENTS GRANTMAKING 3704812 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT TO RECIPIENT GRANTMAKING 50000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS GRANTMAKING 205000 SUB-SAHARAN AFRICA 0 0 GRANT TO RECIPIENTINVESTMENTS GRANTMAKING 96970 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 19569587 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 214169077 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1271438583 NORTH AMERICA 0 0 INVESTMENTS 2844696600 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 247073969 SOUTH AMERICA 0 0 INVESTMENTS 1505177 1 391 0 0 1 391 279822375 4578883406 4858705781 CENTRAL AMERICA AND THE CARIBBEAN SUPPORT OF WORLD YOUTH DAY 2019 IN PANAMA 50000 CHECK SUB-SAHARAN AFRICA SUPPORT OF FAMILY AND OUTREACH AND SPIRITUAL RETREAT CENTER IN AFRICA 96970 CHECK RUSSIA AND NEIGHBORING STATES SUPPORT JPII CENTER IN UKRAINE 100000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 40000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT WORLD MEETING OF FAMILIES 200000 WIRE TRANSFER NORTH AMERICA SUPPORT THE BICENTENARY OF THE CHURCH IN WESTERN CANADA 56408 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT 2018 PAPAL VISIT 150000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT EXPANSION OF THE ORGANIZATION'S EUROPEAN OPERATION 100000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT PROGRAMS 5961 WIRE TRANSFER NORTH AMERICA SPONSOR OF NATIONAL MARCH FOR LIFE IN OTTAWA, CANADA 19809 CHECK NORTH AMERICA SUPPORT VARIOUS PROGRAMS 254438 CHECKS NORTH AMERICA SUPPORT "RISE UP" NATIONAL CONFERENCE IN CANADA 15042 CHECK NORTH AMERICA PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE 45550 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY 889004 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT VARIOUS PROGRAMS 1600000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND 120000 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT PUBLICATION OF SEVERAL BOOKS 25086 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT PROGRAMS 200000 CHECK NORTH AMERICA PRO-LIFE ADVOCACY 15262 WIRE TRANSFER RUSSIA AND NEIGHBORING STATES SUPPORT PROGRAMS 90000 WIRE TRANSFER NORTH AMERICA SUPPORT ST. FRANCIS XAVIER RELIC PILGRIMAGE 32488 CHECK NORTH AMERICA SUPPORT VARIOUS PROGRAMS 190175 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) BROADCASTS OF PAPAL EVENTS 88413 WIRE TRANSFERS EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT EFFORTS TO PRESERVE THE 8TH AMENDMENT TO THE IRISH CONSTITUTION 250000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FOR INTERNATIONAL LITURGY CONFERENCE 26348 WIRE TRANSFER NORTH AMERICA DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS 15604 CHECKS NORTH AMERICA DONATIONS TO MEXICAN STATES' SPECIAL OLYMPICS ORGANIZATIONS 50000 CHECKS RUSSIA AND NEIGHBORING STATES SUPPORT PROGRAMS 15000 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT 2018 INDEPENDENCE DAY CELEBRATION 10000 CHECK EAST ASIA AND THE PACIFIC SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES 18000 WIRE TRANSFER NORTH AMERICA SUPPORT MASTER PLAN FOR NEW FACILITIES AND PROGRAMS 238000 WIRES TRANSFERS NORTH AMERICA SUPPORT THE MICHAEL J. MCGIVNEY FUND AND OTHER FUNDS 66781 WIRE TRANSFER 115359 PROVIDE SALARIES AND FRINGE BOOK 11 21 STIPENDS NORTH AMERICA 17 25420 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 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) 10500 SUPPORT VOCATIONS ARCHDIOCESE FOR THE MILITARY SERVICE USA 1025 MICHIGAN AVENUE NE WASHINGTON DC 200170469 131624090 501(C)(3) 33905 SUPPORT SEMINARIAN PROGRAM AND THE 10TH ANNUAL BENEFIT ARCHDIOCESE OF BALTIMORE 320 CATHEDRAL STREET BALTIMORE MD 212010000 520591535 501(C)(3) 1000000 SUPPORT CONSTRUCTION OF INNER-CITY ELEMENTARY SCHOOL ARCHDIOCESE OF HARTFORD 134 FARMINGTON AVENUE HARTFORD CT 061053784 060646669 501(C)(3) 30000 SUPPORT THE 2018 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 NEW ORLEANS 7887 WALMSLEY AVENUE NEW ORLEANS LA 701250000 720408966 501(C)(3) 6700 SUPPORT CHILD & YOUTH PROTECTION CATHOLIC LEADERSHIP CONFERENCE ASSOCIATED SULPICIANS OF THE UNITED STATES 600 NORTH PACA STREET BALTIMORE MD 212011920 526032525 10000 SUPPORT PROGRAMS ASSUMPTION OF THE BVM CHURCH 131 NORTH BEECH STREET MOUNT CARMEL PA 178510000 822248151 15000 SUPPORT THE ANNUAL UGCC PILGRIMAGE IMPLORING THE GRACES OF THE MOTHER OF GOD ASOCIACION NACIONAL DE SACERDOTES HISPANOS PO BOX 3356 LUBBOCK TX 794520000 581913100 501(C)(3) 15000 SUPPORT OF THEIR 2018 CONVENTION BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION 400 MICHIGAN AVENUE NE WASHINGTON DC 200171566 530196626 501(C)(3) 115431 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) 150000 SUPPORT OF 2018 PROGRAMS AND THE CANTERBURY MEDAL DINNER CALIFORNIA CATHOLIC CONFERENCE 1119 K STREET 2ND FLOOR SACRAMENTO CA 958140000 271530655 50000 SUPPORT PROGRAMS CATHEDRAL BASILICA OF SAINTS PETER & PAUL 1723 RACE STREET PHILADELPHIA PA 191030000 231429839 15000 SUPPORT FOR DOCUMENTARY ON ST. KATHARINE DREXEL CATHOLIC ATHLETES FOR CHRIST 3703 CAMERON MILLS ROAD ALEXANDRIA VA 223050000 651274581 501(C)(3) 40000 SUPPORT OF THEIR 2018 PROGRAMS CATHOLIC INFORMATION CENTER 1501 K STREET NW WASHINGTON DC 200050000 521790727 501(C)(3) 10000 SUPPORT FUNDRAISER FOR 2018 PROGRAMS CATHOLIC SCHOOLS CENTER OF EXCELLENCE 3033 EXCELSIOR BOULEVARD SUITE 550 MINNEAPOLIS MN 554160000 473560859 501(C)(3) 100000 SUPPORT OF THE MASS OF THE HOLY SPIRIT AND COATS FOR KIDS INITIATIVE CHOOSE LIFE AT YALE 206 ELM STREET NEW HAVEN CT 065200000 320090956 501(C)(3) 6500 SUPPORT PROGRAMS THAT UPHOLD THE DIGNITY OF HUMAN LIFE COLUMBUS HERITAGE COALITION INC 599 LEXINGTON AVENUE 36TH FLOOR NEW YORK NY 100220000 824171317 501(C)(4) 35000 SUPPPORT PROGRAMS CONNECTICUT FOOD BANK 2 RESEARCH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 16000 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 2018 NATIONAL ASSEMBLY AND DIRECTOR OF OFFICER ADVANCEMENT DIOCESE OF CAMDEN 631 MARKET STREET CAMDEN NJ 081020000 210634498 501(C)(3) 15000 SUPPORT CHILD AND YOUTH PROTECTION CATHOLIC LEADERSHIP CONFERENCE DIOCESE OF FAIRBANKS 1316 PEGER ROAD FAIRBANKS AK 997095199 920019215 501(C)(3) 15000 SUPPORT OF FAMILIES FULLY ALIVE CONFERENCE 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) 250000 SUPPORT PROGRAMS ETHICS AND PUBLIC POLICY CENTER 1730 M STREET NW SUITE 910 WASHINGTON DC 200360000 521162185 501(C)(3) 85000 SUPPORT 2018 CATHOLIC WOMEN'S FORUM FAMILY INSTITUTE OF CONNECTICUT 77 BUCKINGHAM STREET HARTFORD CT 061060000 061282690 501(C)(3) 151000 SUPPORT PROGRAMS FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS 467 BLOOMFIELD AVENUE BLOOMFIELD CT 060020000 061359802 501(C)(3) 13500 SUPPORT VARIOUS PROGRAMS AND SCHOLARSHIP FUND GARY SINISE FOUNDATION PO BOX 50008 STUDIO CITY CA 916145001 800587086 501(C)(3) 200000 SUPPORT PROGRAMS FOR INJURED VETERANS INSTITUTE ON PRIESTLY FORMATION 2500 CALIFORNIA PLAZA OMAHA NE 681780410 470376583 501(C)(3) 75000 SUPPORT OF ANNUAL SUMMER PROGRAM FOR SEMINARIANS JOHN CARROLL SOCIETY PO BOX 454 GLEN ECHO MD 208120000 521164038 5500 SUPPORT ANNUAL DINNER FOR PROGRAMS KNIGHTS OF PETER CLAVER 1825 ORLEANS AVENUE NEW ORLEANS LA 701162825 720393921 501(C)(8) 10000 SUPPORT EDUCATIONAL SCHOLARSHIP LIFE ATHLETES INC 210 SOUTH MICHIGAN 400 PLAZA BLDG SOUTH BEND IN 466010000 223160231 501(C)(3) 75000 SUPPORT PROGRAMS LITTLE SISTERS OF THE POOR INC 1365 ENFIELD STREET ENFIELD CT 060824900 060882297 501(C)(3) 17000 SUPPORT OF MINISTRY 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) 578400 SUPPORT THE ANNUAL MARCH FOR LIFE NATIONAL ALLIANCE OF FAITH AND JUSTICE PO BOX 77075 WASHINGTON DC 200130000 550851833 501(C)(3) 10000 SUPPORT 2018 INTERNATIONAL TEN POINT TRAINING NATIONAL CATHOLIC OFFICE FOR THE DEAF 7202 BUCHANAN STREET LANDOVER HILLS MD 207842236 521650979 501(C)(3) 15000 SUPPORT PROGRAMS FOR DEAF AND HARD OF HEARING INDIVIDUALS NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY 415 MICHIGAN AVENUE NE WASHINGTON DC 200174501 521262317 501(C)(3) 150000 PROMOTE INCLUSION OF DISABLED PERSONS IN THE PASTORAL AND SACRAMENTAL LIFE OF THE CHURCH NATIONAL CATHOLIC PRAYER BREAKFAST 204 GUTHRIE AVENUE ALEXANDRIA VA 223050000 200408543 501(C)(3) 75000 GATHER PEOPLE TO RENEW DEDICATION TO FAITH AND THIS GREAT REPUBLIC NATIONAL CENTER ON SEXUAL EXPLOITATION 440 1ST STREET NW SUITE 840 WASHINGTON DC 200010000 132608326 501(C)(3) 150000 SUPPORT OF CHANGING POLICIES AND PUBLIC OPINION ON SEXUAL EXPLOITATION NATIONAL GIANNA CENTER FOR WOMEN'S HEALTH AND FERTILITY INC 254 EASTON AVENUE NEW BRUNSWICK NJ 089010000 320410270 501(C)(3) 25000 SUPPORT SECOND ANNUAL GALA NATIONAL LIFE CENTER INC 686 NORTH BROAD STREET WOODBURY NJ 080961607 521052094 501(C)(3) 100000 SUPPORT OPERATION OF A PRO-LIFE CRISIS PREGNANCY HOTLINE NATIONAL OFFICE FOR POST ABORTION RECONCILIATION AND HEALING INC PO BOX 070477 MILWAUKEE WI 532070477 391673910 501(C)(3) 25000 SUPPORT FOR PROGRAMS NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC 333 SHERMAN AVENUE NEW HAVEN CT 065110000 061021268 501(C)(3) 10000 SUPPORT OPERATIONS BENEFITING LOW-INCOME HOUSING OUR LADY OF DELIVERANCE - SYRIAC CATHOLIC DIOCESE 21 E 23RD STREET BAYONNE NJ 070020000 223510067 15000 SUPPORT FOR SEMINARIAN EDUCATION PARADISUS DEI INC 10850 RICHMOND AVENUE SUITE 100 HOUSTON TX 770420000 061699099 501(C)(3) 750000 SUPPORT DEVELOPMENT OF A SERIES OF DOCUMENTARIES ON MARRIAGE 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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 917700 0 326318 0 519202 0 8250 0 24955 0 1796425 0 0 0 PATRICK E KELLY DIRECTOR/DEP SUPREME KNIGHT 330496 0 105418 0 41432 0 8250 0 33388 0 518984 0 0 0 JOHN A MARRELLA DIRECTOR/SUPREME ADVOCATE 387083 0 113518 0 140477 0 8250 0 24955 0 674283 0 0 0 ANTHONY V MINOPOLI DIRECTOR/EXECUTIVE VP INVESTMENTS 481631 0 109518 0 105171 0 8250 0 33388 0 737958 0 0 0 MICHAEL J O'CONNOR DIRECTOR/SUPREME SECRETARY 262552 0 69217 0 64482 0 7877 0 33388 0 437516 0 0 0 RONALD F SCHWARZ DIRECTOR/SUPREME TREASURER 198089 0 62518 0 30996 0 5936 0 24955 0 322494 0 0 0 THOMAS P SMITH JR DIRECTOR/EXECUTIVE VP INSURANCE 293913 0 120900 0 146870 0 3173 0 13713 0 578569 0 0 0 MARC A BRUNET VICE PRESIDENT/ACTUARY 239107 0 43400 0 3386 0 6595 0 24955 0 317443 0 0 0 JOHN J KENNEDY CHIEF FINANCIAL OFFICER 430106 0 129618 0 3308 0 8250 0 33134 0 604416 0 0 0 RONALD D FRANZLUEBBERS SENIOR VP/CHIEF ACTUARY 364017 0 56900 0 119903 0 8250 0 31978 0 581048 0 0 0 BETH M ELFREY SENIOR VP/DEPUTY GEN COUNSEL 290709 0 56800 0 10834 0 8250 0 33388 0 399981 0 0 0 E NEILL JORDAN VICE PRESIDENT FIXED INCOME 285737 0 56400 0 1658 0 8250 0 30859 0 382904 0 0 0 PAUL MCMAHON DIRECTOR OF MARKETING 214604 0 142074 0 6 0 6199 0 33388 0 396271 0 0 0 MARK MCMULLEN SENIOR VP MEMBERSHIP & FRAT MISSION 318953 0 15900 0 3074 0 8250 0 29823 0 376000 0 0 0 KEVIN SHINKLE SENIOR VP/CHF COMMUNICATIONS OFFICER 318854 0 15900 0 235 0 8250 0 33388 0 376627 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 $499,254 PATRICK E. KELLY 29,012 JOHN A. MARRELLA 137,514 ANTHONY V. MINOPOLI 104,169 MICHAEL J. O'CONNOR 60,347 RONALD F. SCHWARZ 28,447 THOMAS P. SMITH, JR. 142,905 RONALD D. FRANZLUEBBERS 118,328 BETH M. ELFREY 10,289 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 2018, 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 48,403,455. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW -7,223,027. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES -41,432,604. UNREALIZED LOSS ON INVESTMENTS - FOURTH DEGREE -836,371. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE -13,513. CUMULATIVE EFFECT - CHANGE IN ACCOUNTING PRINCIPLE -6,193,427. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 61,233,005. 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 11 48348 N/A MEDLEY CREDIT STRATEGIES (KOC) LLC 280 PARK AVENUE 6TH FLOOR NEW YORK NY 10017 INVESTS IN CORPORATE CREDIT AND ASSET-BASED DEBT & EQUITY INSTRUMENTS DE 8427822 108403719 N/A KOC REIT LLC 9 WEST 57TH STREET 33RD FLOOR NEW YORK NY 10019 INVEST IN REAL ESTATE DE 2285761 61508728 N/A FMJM RWL IV LLC 140 BROADWAY 45TH FLOOR NEW YORK NY 10005 INVEST IN RESIDENTIAL MORTGAGES DE 680499 30627245 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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