Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
KNIGHTS OF COLUMBUS
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE COLUMBUS PLAZA
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT065103326
D Employer identification number

06-0416470
E Telephone number

G Gross receipts $ 4,603,663,936
F Name and address of principal officer:
CHARLES E MAURER JR
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
I
Tax-exempt status: ( 8 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.KOFC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1882
M State of legal domicile: CT
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 3,462
6 Total number of volunteers (estimate if necessary) ............. 6 1,874,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,688,751
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 1,459,275
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 1,198,412,560 1,245,533,441
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 939,636,973 981,552,357
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 48,288,036 58,022,576
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,186,337,569 2,285,108,374
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 27,570,846 37,156,727
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 1,658,677,920 1,738,758,797
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 150,493,570 154,505,505
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 235,539,620 239,611,298
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,072,281,956 2,170,032,327
19 Revenue less expenses. Subtract line 18 from line 12....... 114,055,613 115,076,047
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 20,541,656,462 21,469,370,592
21 Total liabilities (Part X, line 26)............. 18,624,670,829 19,564,496,039
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,916,985,633 1,904,874,553
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: KNIGHTS OF COLUMBUS IS A CATHOLIC FRATERNAL ORGANIZATION DEDICATED TO PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE WORKS, RENDERING MUTUAL AID AND ASSISTANCE TO SICK AND NEEDY MEMBERS AND THEIR FAMILIES, AND PROVIDING INSURANCE PRODUCTS AND ANNUITIES TO BENEFIT MEMBERS, WIVES AND CHILDREN.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,738,758,797 including grants of $   ) (Revenue $ 1,225,609,919 )
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 1.8 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 $1,738,758,797 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2014, 17,827 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $53,720. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 48.
4b (Code:   ) (Expenses $ 394,116,803 including grants of $   ) (Revenue $   )
PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS.
4c (Code:   ) (Expenses $ 37,156,727 including grants of $ 37,156,727 ) (Revenue $ 8,928,590 )
PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet2,170,032,327
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
 
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
123,271
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
3,462
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCA , RP , VT , MX , DR , PL , BE
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
26
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCHARLES E MAURER JR SUPREME SECRETARY

ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 (203) 752-4227
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CARL A ANDERSON........................................................................
DIRECTOR/SUPREME KNIGHT
45.00
.......................15.00
X   X       2,250,274 0 39,532
(2) DANIEL J BAKER........................................................................
DIRECTOR
5.00
.......................0.00
X           34,150 0 0
(3) MECLEA L CASAVANT........................................................................
PAST DIRECTOR
5.00
.......................0.00
X           26,740 0 0
(4) MICHAEL G CONRAD........................................................................
DIRECTOR
5.00
.......................0.00
X           34,950 0 0
(5) VIRGIL C DECHANT........................................................................
DIRECTOR
3.00
.......................5.00
X           26,682 0 0
(6) SCOTT A FLOOD........................................................................
DIRECTOR
5.00
.......................0.00
X           32,550 0 0
(7) NATALE L GALLO........................................................................
DIRECTOR
5.00
.......................0.00
X           38,150 0 0
(8) MICHAEL T GILLIAM........................................................................
DIRECTOR
5.00
.......................0.00
X           35,750 0 0
(9) TOMMY C HARGER........................................................................
DIRECTOR
5.00
.......................0.00
X           9,010 0 0
(10) ARTHUR J HARRIS........................................................................
DIRECTOR
5.00
.......................0.00
X           33,140 0 0
(11) PATRICK E KELLY........................................................................
DIRECTOR/VP PUBLIC POLICY
25.00
.......................30.00
X           212,881 0 37,745
(12) LARRY W KUSTRA........................................................................
DIRECTOR
5.00
.......................0.00
X           9,010 0 0
(13) PAUL J LAMBERT........................................................................
DIRECTOR
5.00
.......................0.00
X           34,150 0 0
(14) MOST REV WILLIAM E LORI........................................................................
DIRECTOR/SUPREME CHAPLAIN
5.00
.......................5.00
X   X       0 0 0
(15) LOGAN T LUDWIG........................................................................
DIRECTOR/DEP SUPREME KNIGHT
44.00
.......................11.00
X   X       389,959 0 31,946
(16) JOHN A MARRELLA........................................................................
DIRECTOR/SUPREME ADVOCATE
50.00
.......................5.00
X   X       479,445 0 31,946
(17) JAVIER S MARTINEZ........................................................................
DIRECTOR
5.00
.......................0.00
X           33,940 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHARLES E MAURER JR........................................................................
DIRECTOR/SUPREME SECRETARY
50.00
.......................5.00
X   X       350,619 0 30,632
(19) MICHAEL J O'CONNOR........................................................................
DIRECTOR/SUPREME TREASURER
50.00
.......................5.00
X   X       273,216 0 37,936
(20) DANIEL ROSSI........................................................................
DIRECTOR
5.00
.......................0.00
X           33,140 0 0
(21) JAMES R SCROGGIN........................................................................
DIRECTOR
5.00
.......................0.00
X           33,350 0 0
(22) BRIAN W SIMER........................................................................
DIRECTOR
5.00
.......................0.00
X           34,150 0 0
(23) THOMAS P SMITH JR........................................................................
DIRECTOR/EXECUTIVE VP INS
50.00
.......................5.00
X   X       725,727 0 40,068
(24) KENNETH E STOCKWELL........................................................................
DIRECTOR
5.00
.......................0.00
X           33,140 0 0
(25) ALONSO L TAN........................................................................
DIRECTOR
5.00
.......................0.00
X           29,940 0 0
(26) THOMAS M WEGENER........................................................................
DIRECTOR
5.00
.......................0.00
X           34,150 0 0
(27) RONALD B WHITE........................................................................
PAST DIRECTOR
5.00
.......................0.00
X           25,140 0 0
(28) MICHAEL L WILLS........................................................................
DIRECTOR
5.00
.......................0.00
X           33,350 0 0
(29) MICHAEL C CONFORTI MD........................................................................
MEDICAL DIRECTOR
45.00
.......................0.00
    X       331,478 0 31,946
(30) KENNETH LEM........................................................................
SENIOR VP/ACTUARY
45.00
.......................0.00
    X       300,874 0 38,679
(31) TERRENCE T LESCOE........................................................................
CHIEF FINANCIAL OFFICER
50.00
.......................5.00
    X       321,573 0 29,803
(32) RONALD J TRACZ........................................................................
ASST SUPREME SECRETARY
50.00
.......................5.00
    X       241,396 0 27,234
(33) ANTHONY V MINOPOLI........................................................................
SENIOR VP INVESTMENTS
45.00
.......................0.00
      X     540,115 0 40,068
(34) RICHARD F PLUSH........................................................................
SENIOR VP PRODUCT DEVEL
45.00
.......................0.00
      X     437,367 0 31,946
(35) WILLIAM M BROWN JR........................................................................
CHIEF COMPLIANCE OFFICER
45.00
.......................0.00
        X   242,442 0 39,269
(36) BETH ELFREY........................................................................
SENIOR VP/DEPUTY GEN COUNCIL
45.00
.......................0.00
        X   306,724 0 39,681
(37) RONALD D FRANZLUEBBERS........................................................................
CHIEF ACTUARY
45.00
.......................0.00
        X   361,037 0 40,068
(38) E NEILL JORDAN........................................................................
SENIOR VP FIXED INCOME
45.00
.......................0.00
        X   333,150 0 40,068
(39) GILLES MARCHAND........................................................................
VP CREDIT INVESTMENT
45.00
.......................0.00
        X   257,279 0 34,464
(40) DENNIS A SAVOIE........................................................................
FORMER DIR/DEPUTY SUPREME KNIGHT
0.00
.......................0.00
          X 576,165 0 24,146
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 9,536,303 0 667,177
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet136
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
VERTEX INC

ONE LIBERTY SQUARE
NEW BRITAIN,CT060510000
PMO SUPPORT, IMAGING WORKFLOW & NETWORKS 6,779,155
ST JOSEPH PRINTING LTD

50 MACINTOSH BLVD
CONCORD,ONTARIOL4K 4P3
CA
PRINTING SERVICES 2,827,176
EBIX INC

PO BOX 105046
ATLANTA,GA303485046
E-COMMERCE SOFTWARE & SERVICES 1,427,211
COMPUTER SCIENCES CORPORATION

200 WEST CESAR CHAVEZ ST
AUSTIN,TX787010000
IT SERVICES 1,386,840
GSS INFOTECH INC

2842 MAIN STREET SUITE 164
GLASTONBURY,CT060330000
WEBSITE SERVICES 1,344,053
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet333
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a PREMIUM INCOME 524113 1,186,645,620 1,175,650,688 10,994,932  
b SUPPLEMENTARY CONTRACT 524113 27,595,536 27,595,536    
c INTEREST MAINT RESERVE 524113 18,520,452 18,520,452    
d MEMBERSHIP ASSESSMENTS 900099 4,684,128 4,684,128    
e MEMBERSHIP DUES 900099 4,244,462 4,244,462    
f All other program service revenue . 3,843,243 3,843,243    
g Total. Add lines 2a–2f........MediumBullet 1,245,533,441
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 924,350,438   1,693,819 922,656,619
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,375,757,481  
b Less: cost or other basis and sales expenses 2,318,555,562  
c Gain or (loss) 57,201,919  
d Net gain or (loss)..........MediumBullet 57,201,919     57,201,919
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a CERTIFICATE LOANS 524113 49,499,684     49,499,684
b MORTGAGE LOANS 524113 8,522,892     8,522,892
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 58,022,576
12 Total revenue. See Instructions......MediumBullet 2,285,108,374 1,234,538,509 12,688,751 1,037,881,114
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 30,817,054 30,817,054
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 230,926 230,926
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 6,108,747 6,108,747
4 Benefits paid to or for members .... 1,738,758,797 1,738,758,797
5 Compensation of current officers, directors, trustees, and key employees .... 7,908,987 7,908,987    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 58,832,126 58,832,126    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,478,193 7,478,193    
9 Other employee benefits ....... 69,272,935 69,272,935    
10 Payroll taxes ........... 11,013,264 11,013,264    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,716,967 4,716,967    
c Accounting ........... 1,387,386 1,387,386    
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 6,601,312 6,601,312    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 6,527,582 6,527,582    
12 Advertising and promotion .... 2,156,238 2,156,238    
13 Office expenses ....... 16,493,925 16,493,925    
14 Information technology ...... 13,401,961 13,401,961    
15 Royalties ..        
16 Occupancy ........... 5,597,723 5,597,723    
17 Travel ............ 7,327,554 7,327,554    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,435,658 2,435,658    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,661,332 2,661,332    
23 Insurance .............. 2,621,476 2,621,476    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a COMMISSIONS ON PREMIUM 112,969,429 112,969,429    
b UBI AND OTHER TAXES 805,665 805,665    
c SUNDRY GENERAL EXPENSE 18,061,960 18,061,960    
d BENEVOLENCE PROGRAMS 14,599,231 14,599,231    
e All other expenses 21,245,899 21,245,899    
25 Total functional expenses. Add lines 1 through 24e 2,170,032,327 2,170,032,327 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 22,273,050 1 19,443,309
2 Savings and temporary cash investments ......... 213,355,297 2 695,962,589
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ..........   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 74,694,427
b Less: accumulated depreciation ..... 10b 40,098,743 33,788,924 10c 34,595,684
11 Investments—publicly traded securities .......... 18,647,417,599 11 19,000,156,884
12 Investments—other securities. See Part IV, line 11 ..... 1,406,984,004 12 1,496,937,851
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 217,837,588 15 222,274,275
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 20,541,656,462 16 21,469,370,592
Liabilities 17 Accounts payable and accrued expenses ......... 83,211,394 17 27,730,580
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 3,482,010 21 867,034
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 18,537,977,425 25 19,535,898,425
26 Total liabilities. Add lines 17 through 25......... 18,624,670,829 26 19,564,496,039
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 1,916,985,633 32 1,904,874,553
33 Total net assets or fund balances ........... 1,916,985,633 33 1,904,874,553
34 Total liabilities and net assets/fund balances ........ 20,541,656,462 34 21,469,370,592
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,285,108,374
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,170,032,327
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
115,076,047
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,916,985,633
5
Net unrealized gains (losses) on investments ...............
5
-23,235,055
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-103,952,072
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,904,874,553
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
KNIGHTS OF COLUMBUS
 
Employer identification number

06-0416470
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   7,153,160 7,153,160
b Buildings ................   48,821,861 21,912,299 26,909,562
c Leasehold improvements ............        
d Equipment ................   18,012,209 17,479,247 532,962
e Other .................   707,197 707,197 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 34,595,684
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) CERTIFICATE LOANS AND LIENS
997,401,618 C

(B) REAL ESTATE HELD FOR SALE
43,864,439 C

(C) OTHER INVESTED ASSETS
264,064,295 C

(D) MORTGAGE LOANS
191,607,499 C





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,496,937,851
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
RESERVE UNDER LIFE CERTIFICATES 12,125,201,322
RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES 339,517,439
LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS 6,099,521,170
UNPAID CLAIMS - LIFE 50,637,128
DIVIDENDS DUE AND UNPAID 1,257,103
DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR 278,147,880
PREMIUMS RECEIVED IN ADVANCE 6,795,769
AMOUNTS WITHHELD AS TRUSTEE 2,296,728
AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT 139,480
REMITTANCES AND ITEMS NOT ALLOCATED 9,910,736
LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES 224,215,640
INTEREST MAINTENANCE RESERVE 47,690,370
ASSET VALUATION RESERVE 246,765,944
UNPRESENTED CHECKS AND DUE TO REINSURERS 1,725,907
ADVANCE PAYMENTS FOR COUNCIL SUPPLIES 12,389
FUNDS HELD IN ESCROW - FOURTH DEGREE FUND 2,117
DUE TO AFFILIATES 36,279
UNPAID CLAIMS - A AND H 420,571
COLLATERAL LIABILITY ON LOANED SECURITIES 101,604,453
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 19,535,898,425
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 2,257,309,458
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 94,623
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 94,623
3 Subtract line 2e from line 1..................... 3 2,257,214,835
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 22,821,359
b Other (Describe in Part XIII.) ........... 4b 5,072,180
c Add lines 4a and 4b....................... 4c 27,893,539
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 2,285,108,374
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 2,142,138,788
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 2,142,138,788
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 22,821,359
b Other (Describe in Part XIII.) ............ 4b 5,072,180
c Add lines 4a and 4b....................... 4c 27,893,539
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,170,032,327
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 4,684,128. COST-PROMOTIONAL GOODS 388,052.
PART XII, LINE 4B - OTHER ADJUSTMENTS: CULTURE OF LIFE FUND 4,684,128. COST-PROMOTIONAL GOODS 388,052.
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 D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
KNIGHTS OF COLUMBUS
 
Employer identification number

06-0416470
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
NORTH AMERICA 0 494 PROGRAM SERVICES PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS 385,657,897
NORTH AMERICA 0 0 GRANTS TO RECIPIENTS GRANTMAKING 1,216,737
EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS GRANTMAKING 203,800
EUROPE 1 4 GRANTS TO RECIPIENTS GRANTMAKING 4,056,303
MIDDLE EAST AND NORTH AFRICA 0 0 GRANT TO RECIPIENT GRANTMAKING 105,600
RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS GRANTMAKING 225,000
SOUTH AMERICA 0 0 GRANT TO RECIPIENT GRANTMAKING 39,500
SUB-SAHARAN AFRICA 0 0 GRANT TO RECIPIENTINVESTMENTS GRANTMAKING 111,307
CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS GRANTMAKING 150,500
SOUTH ASIA 0 0 INVESTMENTS   5,000,000
SOUTH AMERICA 0 0 INVESTMENTS   14,885
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   102,966,610
EUROPE 0 0 INVESTMENTS   447,040,165
NORTH AMERICA 0 0 INVESTMENTS   2,903,253,041
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   120,284,672
MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS   24,020,790
           
3a Sub-total ..... 1 498 391,616,144
b Total from continuation sheets to Part I ... 0 0 3,602,730,663
c Totals (add lines 3a and 3b) 1 498 3,994,346,807
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE PROGRAM SUPPORT. 10,073 WIRE TRANSFER      
RUSSIA AND NEIGHBORING STATES SUPPORT CONSTRUCTION OF A CHURCH IN THE UKRAINE. 125,000 WIRE TRANSFER      
EUROPE SUPPORT PUBLICATION OF A JOURNAL. 20,201 WIRE TRANSFER      
EUROPE SUPPORT HD BROADCAST OF CANONIZATIONS. 147,000 CHECK      
EAST ASIA AND THE PACIFIC SUPPORT OF VARIOUS PROGRAMS AND COMMUNICATIONS. 50,000 WIRE TRANSFER      
NORTH AMERICA SUPPORT OF "RISE UP" NATIONAL CONFERENCE IN CALGARY, CANADA. 26,631 CHECK      
NORTH AMERICA SPONSOR OF NATIONAL MARCH OF LIFE IN OTTAWA, CANADA. 22,608 CHECK      
EUROPE TO REBUILD CHURCH. 100,000 WIRE TRANSFER      
NORTH AMERICA PROGRAM SUPPORT. 10,163 WIRE TRANSFER      
NORTH AMERICA SUPPORT PROGRAMS AND COMMUNICATIONS. 53,496 CHECK      
EUROPE SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY. 1,036,516 WIRE TRANSFER      
EUROPE SUPPORT RENOVATION OF ELECTRICAL SYSTEM. 70,000 CHECK      
EUROPE DONATION OF EARNINGS FROM THE VICARIUS CHRISTI FUND. 1,600,000 CHECK      
NORTH AMERICA SUPPORT DEVELOPMENT OF WEBSITE. 48,425 WIRE TRANSFER      
EUROPE PROMOTE KNOWLEDGE AND UNDERSTANDING BETWEEN CHRISTIANS AND MUSLIMS. 274,700 WIRE TRANSFER      
EUROPE SUPPORT OF INTERNATIONALE SU PIO XII. 8,101 WIRE TRANSFER      
MIDDLE EAST AND NORTH AFRICA SUPPORT PROGRAMS TO PROMOTE PEACE IN THE REGION. 105,600 CHECK      
SOUTH AMERICA SUPPORT DISTRIBUTION OF "HUMANITAS" TO SPANISH SPEAKING BISHOPS. 39,500 WIRE TRANSFER      
EUROPE SUPPORT BROADCAST EXPENSES FOR PAPAL CEREMONIES. 207,456 WIRE TRANSFER      
EUROPE SUPPORT VARIOUS PROGRAMS. 97,117 CHECK      
EUROPE SUPPORT OF 2014 CONFERENCES. 180,138 CHECK      
CENTRAL AMERICA AND THE CARIBBEAN SUPPORT PROGRAM FOR HAITI EARTHQUAKE RELIEF. 30,500 WIRE TRANSFER      
NORTH AMERICA SUPPORT SYMPOSIUM FOR CLERGY. 13,374 CHECK      
EUROPE TO TRANSLATE "CALLED TO LOVE". 6,774 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC TO SUPPORT SATELLITE UPLINK OF PAPAL VISIT. 33,000 WIRE TRANSFER      
EUROPE SUPPORT THE FOTA V INTERNATIONAL LITURGY CONFERENCE. 24,727 WIRE TRANSFER      
NORTH AMERICA DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS. 19,895 CHECKS      
NORTH AMERICA SUPPORT FOR RELIGIOUS FREEDOM CONFERENCE. 15,753 CHECK      
EUROPE SPONSOR "THE ROMAN TRIPTYCH" CONCERT. 8,000 WIRE TRANSFER      
EUROPE SUPPORT HOLY SEE'S STRATEGIC COMMUNICATIONS OFFICE. 100,000 CHECK      
EUROPE SUPPORT FOR "PROJECT LATIN AMERICA" SCHOLARSHIPS. 100,000 CHECK      
EUROPE DONATIONS OF THE ANNUAL EARNINGS OF OUR LADY OF GUADALUPE FUND. 45,500 CHECK      
EUROPE SUPPORT OF SCHOLARSHIP PROGRAMS. 20,000 CHECK      
EAST ASIA AND THE PACIFIC SUPPORT OF PAPAL VISIT. 50,000 WIRE TRANSFER      
EAST ASIA AND THE PACIFIC SUPPORT ADVANCED STUDIES FOR PRIESTS IN THE PHILIPPINES. 52,800 CHECK      
NORTH AMERICA SUPPORT THE MICHAEL J. MCGIVNEY FUND AND OTHER FUNDS. 343,070 CHECKS 11,322 PROVIDE SALARIES AND FRINGE. BOOK
SUB-SAHARAN AFRICA SUPPORT SCHOOL PROJECT IN UGANDA. 111,307 CHECK      
RUSSIA AND NEIGHBORING STATES SUPPORT VICTIMS OF VIOLENCE IN KIEV, UKRAINE. 100,000 CHECK      
CENTRAL AMERICA AND THE CARIBBEAN SUPPORT FOR HOSPITAL BERNARD MEVA IN HAITI. 120,000 CHECK      
NORTH AMERICA SUPPORT VARIOUS PROGRAMS. 344,277 CHECKS      
NORTH AMERICA SUPPORT VARIOUS PROGRAMS. 226,351 CHECK      
NORTH AMERICA SUPPORT PROGRAMS IN OPPOSITION OF EUTHANASIA. 68,530 CHECK      
EAST ASIA AND THE PACIFIC SUPPORT OF SCHOLARSHIP PROGRAMS. 18,000 CHECK      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
8
3
Enter total number of other organizations or entities .......................MediumBullet
34
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
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.
PART IV, QUESTION 3 LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
KNIGHTS OF COLUMBUS
 
Employer identification number
06-0416470
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) AMERICAN WHEELCHAIR MISSION
2309 LAS POSAS ROAD SUITE C-501
CAMARILLO,CA930100000
26-4571639 501(C)(3) 300,000       FOR THE ACQUISITION AND DISTRIBUTION OF WHEELCHAIRS TO THE NEEDY.
(2) ARCHDIOCESE FOR THE MILITARY SERVICE USA
1025 MICHIGAN AVENUE NE
WASHINGTON,DC200170469
13-1624090 501(C)(3) 40,865       SUPPORT OF SEMINARIAN DEVELOPMENT PROGRAM.
(3) ARCHDIOCESE OF HARTFORD
134 FARMINGTON AVENUE
HARTFORD,CT061053784
06-0646669 501(C)(3) 97,389       UPGRADE EQUIPMENT FOR FM STATION AND GENERAL SUPPORT.
(4) ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BOULEVARD
LOS ANGELES,CA900100000
45-3623502 501(C)(3) 10,000       SUPPORT CANONIZATION CELEBRATION.
(5) ARCHDIOCESE OF NEW YORK
1011 FIRST AVENUE 14TH FLOOR
NEW YORK,NY100220000
13-3089351 501(C)(3) 120,000       SUPPORT FOR VIDEO PRODUCTION AND WEEKLY SIRIUS XM BROADCAST.
(6) ARCHDIOCESE OF NEWARK
171 CLIFTON AVENUE
NEWARK,NJ071040000
22-1487308 501(C)(3) 25,000       SUPPORT BEATIFICATION OF SISTER TERESA DEMJANOVICH.
(7) ASSOCIATION FOR CATHOLIC INFORMATION
3392 S BROADWAY
ENGLEWOOD,CO801130000
20-0196438 501(C)(3) 245,000       SUPPORT OPERATIONS OF CATHOLIC NEWS AGENCY.
(8) BASILICA OF THE NATIONAL SHRINE
400 MICHIGAN AVENUE NE
WASHINGTON,DC200171566
53-0196626 501(C)(3) 64,672       SUPPORT TV BROADCASTS AND USHER MINISTRY PROGRAM.
(9) BE NOT AFRAID INC
8800 GLENSIDE STREET
HUNTERSVILLE,NC280780000
37-1659681 501(C)(3) 50,000       FOR ST. MARK CATHOLIC CHURCH'S PROGRAM.
(10) BECKET FUND FOR RELIGIOUS LIBERTIES
3000 K STREET NW SUITE 220
WASHINGTON,DC200070000
52-1858532 501(C)(3) 25,000       A SPONSOR OF THE CANTERBURY MEDAL ON MAY 15TH.
(11) BECKET FUND FOR RELIGIOUS LIBERTIES
3000 K STREET NW SUITE 220
WASHINGTON,DC200070000
52-1858532 501(C)(3) 300,000       PROTECTING FREE EXPRESSION OF ALL RELIGIOUS TRADITIONS.
(12) BIRTHRIGHT INC
PO BOX 98361
ATLANTA,GA303590000
51-0161649 501(C)(3) 50,000       SUPPORT 24-7 HOTLINE PROGRAM.
(13) CATHOLIC ASSOCIATION OF LATINO LEADERS
3424 WILSHIRE BOULEVARD 4TH FLOOR
LOS ANGELES,CA900102241
26-1135065 501(C)(3) 125,000       SUPPORT KNOWLEDGE AND UNDERSTANDING OF CATHOLIC FAITH PROGRAMS.
(14) CATHOLIC ATHLETES FOR CHRIST
3703 CAMERON MILLS ROAD
ALEXANDRIA,VA223050000
65-1274581 501(C)(3) 50,000       SPONSOR ANNUAL RETREAT.
(15) CATHOLIC INFORMATION CENTER
1501 K STREET NW
WASHINGTON,DC200050000
52-1790727 501(C)(3) 60,000       SUPPORT FUNDRAISER FOR 2015 PROGRAMS.
(16) CHILDREN'S WORKS INC
334 SURREY STREET
SAN FRANCISCO,CA941310000
94-3258830 501(C)(3) 25,000       SUPPORT WALK FOR LIFE, WEST COAST.
(17) CHOOSE LIFE AT YALE
206 ELM STREET
NEW HAVEN,CT065200000
32-0090956   6,500       SUPPORT PROGRAMS THAT UPHOLD THE DIGNITY OF HUMAN LIFE.
(18) CONGREGATION FOR DEVINE WORSHIP AND THE DISCIPLINE OF THE SACRAMENTS
127 LAKE STREET
BRIGHTON,MA021350000
  100,000       SUPPORT VOX CLARA COMMITTEE TRANSLATION OF LITURGICAL TEXTS.
(19) CONNECTICUT STATE NAACP
2074 PARK STREET
HARTFORD,CT061060000
33-1031249   10,000       SUPPORT VARIOUS PROGRAMS.
(20) CONNECTICUT FOOD BANK
150 BRADLEY STREET
EAST HAVEN,CT065121407
06-1063025 501(C)(3) 121,500       PURCHASE FOOD FOR THE HOLIDAYS FOR THOSE IN NEED.
(21) CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS
247 COLLEGE STREET
NEW HAVEN,CT065100000
06-0196626 501(C)(3) 23,150       SPONSOR SELECT CONCERTS.
(22) CONNECTICUT PROFESSIONAL TENNIS LLC
45 YALE AVENUE
NEW HAVEN,CT065150000
06-1481220   20,000       SUPPORT PROGRAMS FOR ADULTS AND CHILDREN.
(23) COUNCIL OF MAJOR SUPERIORS OF WOMEN RELIGIOUS SUPERIORS
1211 LAWRENCE STREET NE
WASHINGTON,DC200174028
52-1792586 501(C)(3) 365,000       SPONSOR FOR NATIONAL ASSEMBLY - EUCHARISTIC COUNCIL.
(24) EASTER SEALS GOODWILL INDUSTRIES
432 WASHINGTON AVENUE
NORTH HAVEN,CT064730000
23-7431264 501(C)(3) 5,250       SUPPORT THE ORGANIZATION'S MISSION.
(25) ETERNAL WORLD TELEVISION NETWORK INC
5817 OLD LEEDS ROAD
IRONDALE,AL352102164
63-0801391 501(C)(3) 1,250,000       SPONSOR EWTN NEWS 5 NIGHTS A WEEK.
(26) ETHICS AND PUBLIC POLICY CENTER
1730 M STREET NW SUITE 910
WASHINGTON,DC200360000
52-1162185 501(C)(3) 330,000       SUPPORT PROGRAMS FOR AMERICAN RELIGIOUS FREEDOM.
(27) FAMILY INSTITUTE OF CONNECTICUT
77 BUCKINGHAM STREET
HARTFORD,CT061060000
06-1282690 501(C)(3) 251,000       TO SUBSIDIZE ADMINISTRATIVE COSTS.
(28) FARNAM NEIGHBORHOOD HOUSE INC
162 FILMORE STREET
NEW HAVEN,CT065133056
06-0646633 501(C)(3) 6,500       FOR YOUTH PROGRAMS.
(29) FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
PO BOX 18710
GOLDEN,CO804029809
84-1522811 501(C)(3) 50,000       SUPPORT FOR STUDENT LEADERSHIP CONFERENCE.
(30) HABITAT FOR HUMANITY
37 UNION STREET
NEW HAVEN,CT065110000
06-1178712 501(C)(3) 75,000       SUPPORT MISSION FOR AFFORDABLE HOUSING.
(31) HEARTBEAT INTERNATIONAL
665 E DUBLIN-GRANVILLE ROAD
COLUMBUS,OH432290000
23-7335592 501(C)(3) 200,000       SUPPORT OUTREACH TO HISPANIC WOMEN AND FAMILIES.
(32) INSTITUTE ON PRIESTLY FORMATION
2500 CALIFORNIA PLAZA
OMAHA,NE681780410
47-0376583 501(C)(3) 75,000       SUPPORT MISSION AND VARIOUS PROGRAMS.
(33) INSTITUTE ON RELIGIOUS LIFE
PO BOX 7500
LIBERTYVILLE,IL600480000
36-3797840 501(C)(3) 40,000       SUPPORT MISSION AND VARIOUS PROGRAMS.
(34) JUNIOR ACHIEVEMENT OF SW NEW ENGLAND
11 ASYLUM STREET
HARTFORD,CT061032209
06-0665972 501(C)(3) 10,000       SUPPORT HANDS-ON PROGRAMS ABOUT WORKFORCE READINESS AND FINANCIAL LITERACY.
(35) LITTLE SISTERS OF THE POOR INC
1365 ENFIELD STREET
ENFIELD,CT060824900
06-0882297 501(C)(3) 36,000       SUPPORT FACILITY IMPROVEMENTS.
(36) MAGIS INSTITUTE
2532 DUPONT DRIVE
IRVING,CA926120000
54-2075888 501(C)(3) 150,000       WEB VIDEOS "REASON TO BELIEVE" INITATIVE.
(37) MARCH FOR LIFE EDUCATION AND DEFENSE FUND
PO BOX 90300
WASHINGTON,DC200900300
52-1231772 501(C)(3) 400,000       SUPPORT THE ANNUAL MARCH FOR LIFE.
(38) MARCH FOR LIFE EDUCATION AND DEFENSE FUND
PO BOX 90300
WASHINGTON,DC200900300
52-1231772 501(C)(3) 125,000       SUPPORT GENERAL EXPENSES.
(39) MARKET NEW HAVEN INC
900 CHAPEL STREET 6TH FLOOR
NEW HAVEN,CT065100000
06-1578847 501(C)(6) 30,000       PROMOTE DOWNTOWN ECONOMIC GROWTH IN NEW HAVEN, CT.
(40) MORALITY IN MEDIA INC
1100 G STREET NW 1030
WASHINGTON,DC200057404
13-2608326 501(C)(3) 200,000       SUPPORTING PROGRAMS PROMOTING DECENCY IN THE MEDIA.
(41) NATIONAL ASSOCIATION OF FILIPINO PRIESTS
21900 SOUTH MAIN STREET
CARSON,CA907450000
  17,500       SUPPORT OF TRIENNIAL 2ND NATIONAL ASSEMBLY.
(42) NATIONAL CATHOLIC OFFICE FOR THE DEAF
7202 BUCHANAN STREET
LANDOVER HILLS,MD207842236
52-1650979 501(C)(3) 15,000       ENCOURAGE DEAF AND HARD OF HEARING INDIVIDUALS TO BE ACTIVE IN MINISTRY.
(43) NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY
415 MICHIGAN AVENUE NE
WASHINGTON,DC200174501
52-1262317 501(C)(3) 125,000       PROMOTE INCLUSION OF DISABLED PERSONS IN THE PASTORAL AND SACRAMENTAL LIFE OF THE CHURCH.
(44) NATIONAL CATHOLIC PRAYER BREAKFAST
204 GUTHRIE AVENUE
ALEXANDRIA,VA223050000
20-0408543 501(C)(3) 35,000       GATHER PEOPLE TO RENEW OUR DEDICATION TO FAITH AND THIS GREAT REPUBLIC.
(45) NATIONAL LIFE CENTER INC
686 NORTH BROAD STREET
WOODBURY,NJ080961607
52-1052094 501(C)(3) 100,000       SUPPORT OPERATION OF CRISIS PREGNANCY HOTLINE.
(46) NATIONAL SHRINE OF SAINT ELIZABETH ANN SETON
339 SOUTH SETON AVENUE
EMMITSBURG,MD217270000
  7,500       GENERAL SUPPORT FOR OPERATING EXPENSES.
(47) NEW HAVEN SYMPHONY ORCHESTRA INC
105 COURT STREET SUITE 302
NEW HAVEN,CT065110000
06-6000592 501(C)(3) 50,000       SUPPORT FOR VIRTUE AND REDEMPTION PERFORMANCES.
(48) NEXT STEP BIONICS AND PROSTHETICS
155 DOW STREET SUITE 200
MANCHESTER,NH031010000
02-0490826   33,600       SUPPORT VICTIMS OF BOSTON MARATHON BOMBING.
(49) NORTH DAKOTA CATHOLIC CONFERENCE
103 SOUTH THIRD STREET SUITE 10
BISMARK,ND585010000
46-1397695   200,000       FOR PROGRAM TO SUPPORT HUMAN LIFE.
(50) THE NURTURING NETWORK INC
PO BOX 1489
WHITE SALMON,WA986720000
22-2765918 501(C)(3) 25,000       FOR PROGRAMS TO SUPPORT HUMAN LIFE.
(51) SHRINE OF OUR LADY OF GUADALUPE INC
5250 JUSTIN ROAD
LA CROSSE,WI546010000
39-1982320 501(C)(3) 150,000       TO SUBSIDIZE OPERATING EXPENSES.
(52) SPECIAL OLYMPICS INC
1133 19TH STREET NW
WASHINGTON,DC200363604
52-0889518 501(C)(3) 700,000       SUPPORT ADMINISTRATION OF THE ANNUAL SPECIAL OLYMPIC GAMES.
(53) SPECIAL OLYMPICS (50 STATE ORGANIZATIONS)
VARIOUS
VARIOUS,CT999999999
501(C)(3) 228,000       SUPPORT SPECIAL OLYMPICS STATE ORGANIZATIONS.
(54) ST ANTHONY OF PADUA
1029 MONROE ST NE
WASHINGTON,DC200171761
53-0196558 501(C)(3) 10,000       SUPPORT VARIOUS PROGRAMS.
(55) ST CATHERINE OF SIENA
411 EAST 68TH STREET
NEW YORK,NY100650000
60-1812014 501(C)(3) 20,000       SUBSIDIZE OPERATING EXPENSES.
(56) ST EDMUND'S ISLAND RETREAT
ONE ENDERS ISLAND
MYSTIC,CT063650000
56-2409535   54,500       FOR FACILITIES HURRICANE REPAIR.
(57) ST MARY'S CHURCH AND PRIORY
5 HILLHOUSE AVENUE
NEW HAVEN,CT065116815
06-0646840 501(C)(3) 305,169       GENERAL SUPPORT FOR OPERATING EXPENSES.
(58) GENERATION LIFE INC
3684 NORTH HARBOR LANE
BOISE,ID837030000
20-1838827 501(C)(3) 25,000       CULTURE OF LIFE MATCHING DONATION FOR ULTRASOUND MACHINE.
(59) SUSAN B ANTHONY FOUNDATION
1707 STREET NW SUITE 550
WASHINGTON,DC200360000
26-4878870 501(C)(3) 150,000       SUPPORT FOR VOTER REGISTRATION AND EDUCATION PROGRAMS.
(60) SUSAN B ANTHONY FOUNDATION
1707 STREET NW SUITE 550
WASHINGTON,DC200360000
26-4878870 501(C)(3) 800,000       SUPPORT ADVERTISING CAMPAIGN.
(61) SUSAN B ANTHONY FOUNDATION
1707 STREET NW SUITE 550
WASHINGTON,DC200360000
26-4878870 501(C)(3) 50,000       SUPPORT RESEARCH AND EDUCATION OF THE CHARLOTTE LOZIER INSTITUTE.
(62) THE ALFRED E SMITH MEMORIAL FOUNDATION
1011 FIRST AVENUE 14TH FLOOR
NEW YORK,NY100220000
13-1553263 501(C)(3) 25,000       SUPPORT PROGRAMS TO BRING HOPE TO THE NEEDIEST CHILDREN REGARDLESS OF RACE, CREED OR COLOR.
(63) THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES
1015 18TH STREET NW SUITE 425
WASHINGTON,DC200365221
36-3235550 501(C)(3) 50,000       SUPPORT WORK IN DEFENSE OF RELIGIOUS FREEDOM.
(64) THE GREATER NEW HAVEN CHAMBER OF COMMERCE INC
900 CHAPEL STREET 10TH FLOOR
NEW HAVEN,CT065102865
06-0468900 501(C)(6) 10,000       SUPPORT COMMUNITY PROGRAMS.
(65) THE HUMAN LIFE FOUNDATION
353 LEXINGTON AVENUE SUITE 802
NEW YORK,NY100160000
23-7368926 501(C)(3) 25,000       SPONSORSHIP OF AWARDS DINNER.
(66) THE SPIRITUAL FAMILY OF THE WORK
419 EAST 13TH STREET
NEW YORK,NY100090000
20-8141752 501(C)(3) 82,500       SUPPORT THE MOTHER JULIE HOUSE IN NEW YORK CITY.
(67) UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
3211 4TH STREET NE
WASHINGTON,DC200171104
53-0196617 501(C)(3) 228,244       SUPPORT PROGRAMS FOR EDUCATION CAMPAIGN.
(68) UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
3211 4TH STREET NE
WASHINGTON,DC200171104
53-0196617 501(C)(3) 945,393       SUPPORT VARIOUS PROGRAMS.
(69) UNITED WAY OF GREATER NEW HAVEN
370 JAMES STREET SUITE 403
NEW HAVEN,CT065130000
06-0646761 501(C)(3) 100,000       SUPPORT FOR SPECIFIED PROGRAMS.
(70) WORLD YOUTH ALLIANCE FOUNDATION
228 EAST 71ST STREET
NEW YORK,NY100210000
13-4196230   6,500       GENERAL SUPPORT.
(71) BLACK CATHOLIC EDUCATION FOUNDATION
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
03-0322037 501(C)(3) 21,250       SUPPORT SCHOLARSHIPS FOR THE SISTER THEA BOWMAN FOUNDATION.
(72) BRIDGEPORT CATHOLIC DIOCESAN CORP
760 TAHMORE DRIVE
FAIRFIELD,CT068250000
06-0873792 501(C)(3) 10,000       SUPPORT PROGRAMS AT ST. CATHERINE ACADEMY.
(73) CATHOLIC DISTANCE UNIVERSITY
120 EAST COLONIAL HIGHWAY
HAMILTON,VA201589012
54-1251090 501(C)(3) 50,000       SUPPORT 2014-2015 PROGRAMS.
(74) CHAMBERLAIN HIGH SCHOOL
PO BOX 119
CHAMBERLAIN,SD573250000
46-6000957   5,813       GENERAL PROGRAM SUPPORT.
(75) FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS
467 BLOOMFIELD AVENUE
BLOOMFIELD,CT060020000
06-1359802 501(C)(3) 38,000       SUPPORT VARIOUS PROGRAMS.
(76) KNIGHTS OF COLUMBUS PUERTO RICO STATE COUNCIL
PO BOX 1373
BAYAMON,PR009601373
66-0620347 501(C)(8) 8,000       SUPPORT SCHOLARSHIP PROGRAM.
(77) KNIGHTS OF PETER CLAVER INC
1825 ORLEANS AVENUE
NEW ORLEANS,LA701162825
72-0393921 501(C)(8) 10,000       SUPPORT PROGRAMS FOR URBAN CATHOLIC EDUCATION.
(78) NATIONAL CATHOLICS BIOETHICS CENTER
6399 DREXEL ROAD
PHILADELPHIA,PA191512511
04-2871526 501(C)(3) 250,000       SUPPORT HUMAN DIGNITY IN HEALTH CARE AND LIFE SCIENCE.
(79) SACRED HEART ACADEMY INC
265 BENHAM STREET
HAMDEN,CT065142833
06-1271712 501(C)(3) 8,500       GENERAL SUPPORT.
(80) SACRED HEART UNIVERSITY
5151 PARK AVENUE
FAIRFIELD,CT068251000
06-0776644 501(C)(3) 20,000       SUPPORT OF CONCERT PROGRAMS.
(81) SAINT LUKE INSTITUTE INC
8901 NEW HAMPSHIRE AVENUE
SILVER SPRING,MD209030000
52-1082730 501(C)(3) 10,000       GENERAL SUPPORT.
(82) BOSTON COLLEGE
140 COMMONWEALTH AVE
CHESTNUT HILL,MA024670000
04-2103545 501(C)(3) 50,000       GENERAL SUPPORT.
(83) THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVENUE NE
WASHINGTON,DC200640002
53-0196583 501(C)(3) 50,000       SUPPORT EDUCATIONAL CONFERENCES.
(84) KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
23-7227608 501(C)(3)   89,433 BOOK PROVIDE SALARIES AND FRINGE SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES.
(85) KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
23-7227608 501(C)(3) 2,745,000       DONATIONS TO VARIOUS DESIGNATED FUNDS.
(86) KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
41-2140273 501(C)(3) 305,350       DONATION TO VARIOUS DESIGNATED FUNDS.
(87) KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
41-2140273 501(C)(3)   193,684 BOOK PROVIDE PRINTING, SALARIES AND FRINGE SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES.
(88) THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
06-1590283 501(C)(3) 1,300,000       SUPPORT PROGRAM SERVICES AND BUILDING MAINTENANCE.
(89) THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
06-1590283 501(C)(3)   1,043,638 BOOK PROVIDE SALARIES AND FRINGE SUPPORT MUSEUM OPERATIONS.
(90) THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
06-1590283 501(C)(3)   145,876 FAIR MARKET VALUE EXHIBIT PURCHASES AND OTHER SUPPORT SUPPORT PROGRAM SERVICES.
(91) JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
52-1547103 501(C)(3) 8,835,239 1,743,383 BOOK PROVIDE SALARIES, FRINGE & OTHER SUPPORT SUPPORT FOR SAINT JOHN PAUL II NATIONAL SHRINE.
(92) JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
52-1547103 501(C)(3) 2,325,000 5,053 BOOK PROVIDE SALARIES AND FRINGE SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION.
(93) ARCHDIOCESE OF BALTIMORE
320 CATHEDRAL STREET
BALTIMORE,MD212010000
51-0214510 501(C)(3) 250,000       SUPPORT OF CATHOLIC BENEFIT ASSOCIATION.
(94) ARCHDIOCESE OF KANSAS CITY
12615 PARALLEL PARKWAY
KANSAS CITY,KS661090000
48-0559094 501(C)(3) 250,000       SUPPORT OF CATHOLIC BENEFIT ASSOCIATION.
(95) ARCHDIOCESE OF OKLAHOMA CITY
7501 NW EXPRESSWAY
OKLAHOMA CITY,OK731320000
73-0632924 501(C)(3) 250,000       SUPPORT OF CATHOLIC BENEFIT ASSOCIATION.
(96) GARY SINISE FOUNDATION
1901 AVENUE OF THE STARS
LOS ANGELES,CA900670000
80-0587086 501(C)(3) 201,000       SUPPORT PROGRAMS.
(97) LIFE ATHLETES INC
210 SOUTH MICHIGAN 400 PLAZA BLDG
SOUTH BEND,IN223160231
22-3160231 501(C)(3) 100,000       SUPPORT PROGRAMS.
(98) THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVENUE NE
WASHINGTON,DC200640002
53-0196583 501(C)(3) 158,400   BOOK   ESTABLISH POPE BENEDICT XVI CHAIR IN THEOLOGY.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
72
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
15
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) STIPENDS 73 230,926 0    












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
KNIGHTS OF COLUMBUS
 
Employer identification number

06-0416470
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1CARL A ANDERSONDIRECTOR/SUPREME KNIGHT (i)
(ii)
882,200
...............................
0
320,150
...............................
0
1,047,924
...............................
0
7,800
...............................
0
31,732
...............................
0
2,289,806
...............................
0
0
...............................
0
2PATRICK E KELLYDIRECTOR/VP PUBLIC POLICY (i)
(ii)
186,135
...............................
0
24,800
...............................
0
1,946
...............................
0
5,477
...............................
0
32,268
...............................
0
250,626
...............................
0
0
...............................
0
3LOGAN T LUDWIGDIRECTOR/DEP SUPREME KNIGHT (i)
(ii)
273,900
...............................
0
58,950
...............................
0
57,109
...............................
0
7,800
...............................
0
24,146
...............................
0
421,905
...............................
0
0
...............................
0
4JOHN A MARRELLADIRECTOR/SUPREME ADVOCATE (i)
(ii)
328,000
...............................
0
100,150
...............................
0
51,295
...............................
0
7,800
...............................
0
24,146
...............................
0
511,391
...............................
0
0
...............................
0
5CHARLES E MAURER JRDIRECTOR/SUPREME SECRETARY (i)
(ii)
216,200
...............................
0
67,450
...............................
0
66,969
...............................
0
6,486
...............................
0
24,146
...............................
0
381,251
...............................
0
0
...............................
0
6MICHAEL J O'CONNORDIRECTOR/SUPREME TREASURER (i)
(ii)
198,500
...............................
0
47,550
...............................
0
27,166
...............................
0
5,668
...............................
0
32,268
...............................
0
311,152
...............................
0
0
...............................
0
7THOMAS P SMITH JRDIRECTOR/EXECUTIVE VP INS (i)
(ii)
431,700
...............................
0
124,250
...............................
0
169,777
...............................
0
7,800
...............................
0
32,268
...............................
0
765,795
...............................
0
0
...............................
0
8MICHAEL C CONFORTI MDMEDICAL DIRECTOR (i)
(ii)
269,798
...............................
0
49,600
...............................
0
12,080
...............................
0
7,800
...............................
0
24,146
...............................
0
363,424
...............................
0
0
...............................
0
9KENNETH LEMSENIOR VP/ACTUARY (i)
(ii)
245,302
...............................
0
46,600
...............................
0
8,972
...............................
0
6,411
...............................
0
32,268
...............................
0
339,553
...............................
0
0
...............................
0
10TERRENCE T LESCOECHIEF FINANCIAL OFFICER (i)
(ii)
243,700
...............................
0
71,750
...............................
0
6,123
...............................
0
5,657
...............................
0
24,146
...............................
0
351,376
...............................
0
0
...............................
0
11RONALD J TRACZASST SUPREME SECRETARY (i)
(ii)
194,956
...............................
0
40,389
...............................
0
6,051
...............................
0
3,088
...............................
0
24,146
...............................
0
268,630
...............................
0
0
...............................
0
12ANTHONY V MINOPOLISENIOR VP INVESTMENTS (i)
(ii)
422,100
...............................
0
114,350
...............................
0
3,665
...............................
0
7,800
...............................
0
32,268
...............................
0
580,183
...............................
0
0
...............................
0
13RICHARD F PLUSHSENIOR VP PRODUCT DEVEL (i)
(ii)
320,532
...............................
0
57,500
...............................
0
59,335
...............................
0
7,800
...............................
0
24,146
...............................
0
469,313
...............................
0
0
...............................
0
14WILLIAM M BROWN JRCHIEF COMPLIANCE OFFICER (i)
(ii)
203,543
...............................
0
36,900
...............................
0
1,999
...............................
0
7,001
...............................
0
32,268
...............................
0
281,711
...............................
0
0
...............................
0
15BETH ELFREYSENIOR VP/DEPUTY GEN COUNCIL (i)
(ii)
247,084
...............................
0
57,500
...............................
0
2,140
...............................
0
7,412
...............................
0
32,269
...............................
0
346,405
...............................
0
0
...............................
0
16RONALD D FRANZLUEBBERSCHIEF ACTUARY (i)
(ii)
301,722
...............................
0
57,600
...............................
0
1,715
...............................
0
7,800
...............................
0
32,268
...............................
0
401,105
...............................
0
0
...............................
0
17E NEILL JORDANSENIOR VP FIXED INCOME (i)
(ii)
272,800
...............................
0
58,100
...............................
0
2,250
...............................
0
7,800
...............................
0
32,268
...............................
0
373,218
...............................
0
0
...............................
0
18GILLES MARCHANDVP CREDIT INVESTMENT (i)
(ii)
197,219
...............................
0
58,039
...............................
0
2,021
...............................
0
2,196
...............................
0
32,268
...............................
0
291,743
...............................
0
0
...............................
0
19DENNIS A SAVOIEFORMER DIR/DEPUTY SUPREME KNIGHT (i)
(ii)
350,000
...............................
0
99,400
...............................
0
126,765
...............................
0
0
...............................
0
24,146
...............................
0
600,311
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
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 $1,035,863 LOGAN T. LUDWIG 45,796 JOHN A. MARRELLA 46,906 CHARLES E. MAURER, JR. 55,786 MICHAEL J. O'CONNOR 23,095 THOMAS P. SMITH, JR. 163,100 MICHAEL C. CONFORTI M.D. 6,997 ANTHONY V. MINOPOLI 1,672 RICHARD F. PLUSH 54,209 DENNIS A. SAVOIE 113,817 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 J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
KNIGHTS OF COLUMBUS
 
Employer identification number

06-0416470
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 KNIGHTS OF COLUMBUS IS A CATHOLIC FRATERNAL BENEFIT ORGANIZATION WITH OVER 1.8 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 11 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 2014, 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 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 -7,862,407. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW -5,642,748. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES -36,255,330. UNREALIZED GAIN ON INVESTMENTS - FOURTH DEGREE 94,623. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE -16,940. CUMULATIVE EFFEECT - CHANGE IN ACCOUNTING PRINCIPLE -8,988,727. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS -45,280,543.
FORM 990, SCHEDULE R-1, 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
KNIGHTS OF COLUMBUS
 
Employer identification number

06-0416470
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) 151 ROGERS LLC
ONE COLUMBUS PLAZA
NEW HAVEN,CT06510
REAL ESTATE ACTIVITIES TX 0 7,749,725 N/A
(2) LOUDOUN LAND BAY DFAIRWAY PARK LOT C-1 LLC
ONE COLUMBUS PLAZA
NEW HAVEN,CT06510
REAL ESTATE ACTIVITIES VA 0 36,114,714 N/A
(3) FMJM LLC
ONE COLUMBUS PLAZA
NEW HAVEN,CT06510
CREATION AND INVESTMENT IN MOVIES, FILMS, DOCUMENTARIES & OTHER MEDIA DE 26,098 7,467,616 N/A






Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZA

NEW HAVEN,CT065103326
23-7227608
ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES. CT 501(C)(3) 7 KNIGHTS OF COLUMBUS
 
Yes
 
(2) KNIGHTS OF COLUMBUS CANADA CHARITIES INC
1843 TRAPPERS AVENUE
WINDSOR, ON,ONTARION8P 1T1
CA
ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES. CA SEE SCHD O   KNIGHTS OF COLUMBUS
 
Yes
 
(3) KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZA

NEW HAVEN,CT065103326
41-2140273
ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES. CT 501(C)(3) 11B KNIGHTS OF COLUMBUS
 
Yes
 
(4) THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZA

NEW HAVEN,CT065103326
06-1590283
OPERATION OF A MUSEUM. CT 501(C)(3) 11B KNIGHTS OF COLUMBUS
 
Yes
 
(5) JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZA

NEW HAVEN,CT065103326
52-1547103
OPERATION OF AN EDUCATIONAL INSTITUTE AND A MUSEUM. DC 501(C)(3) 2 KNIGHTS OF COLUMBUS
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) FMJM LLC RWL TRUST 2013-1

THREE STAMFORD PLAZA 12TH FL
STAMFORD,CT06901
46-3828517
INVEST IN RESIDENTIAL MORTGAGES DE KNIGHTS OF COLUMBUS
 
EXCLUDED 555,477 3,186,774   No     No 52.000 %
(2) FMJM LLC RWL II

THREE STAMFORD PLAZA 12TH FL
STAMFORD,CT06901
46-4274270
INVEST IN RESIDENTIAL MORTGAGES DE KNIGHTS OF COLUMBUS
 
EXCLUDED 715,389 18,868,507   No     No 52.000 %
(3) AUDAX CREDIT STRATEGIES KOC A PARTNERSHIP

101 HUNTINGTON AVENUE
BOSTON,MA02110
46-3833926
INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIES DE KNIGHTS OF COLUMBUS
 
EXCLUDED 2,437,416 88,538,816   No     No 81.500 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) KNIGHTS OF COLUMBUS CHARITIES INC

B 2,834,433 FAIR MARKET VALUE
(2) KNIGHTS OF COLUMBUS CHARITIES USA INC

B 499,034 FAIR MARKET VALUE
(3) THE KNIGHTS OF COLUMBUS MUSEUM INC

B 2,489,514 FAIR MARKET VALUE
(4) THE KNIGHTS OF COLUMBUS MUSEUM INC

K 310,000 FAIR MARKET VALUE
(5) JOHN PAUL II SHRINE AND INSTITUTE INC

B 12,908,675 FAIR MARKET VALUE
(6) JOHN PAUL II SHRINE AND INSTITUTE INC

Q 460,177 FAIR MARKET VALUE
(7) JOHN PAUL II SHRINE AND INSTITUTE INC

D 15,087,500 FAIR MARKET VALUE
(8) KNIGHTS OF COLUMBUS CANADA CHARITIES INC

B 354,392 FAIR MARKET VALUE
(9) KNIGHTS OF COLUMBUS CANADA CHARITIES INC

P 132,225 FAIR MARKET VALUE
(10) AUDAX CREDIT STRATEGIES KOC A PARTNERSHIP

B 25,000,000 FAIR MARKET VALUE
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: