Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 $ 6,993,757,809
F Name and address of principal officer:
JOHN A MARRELLA
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326
I
Tax-exempt status: ( 8 ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 24
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 2,631
6 Total number of volunteers (estimate if necessary) ............. 6 2,166,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 13,457,733
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 986,798
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 1,373,606,500 1,388,908,846
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,020,345,776 1,268,218,060
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 88,570,727 100,194,137
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,482,523,003 2,757,321,043
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 33,093,918 32,596,093
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 1,982,553,324 2,035,806,799
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 124,572,181 136,916,947
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 287,725,496 284,439,806
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,427,944,919 2,489,759,645
19 Revenue less expenses. Subtract line 18 from line 12....... 54,578,084 267,561,398
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 30,335,266,292 31,204,745,212
21 Total liabilities (Part X, line 26)............. 27,487,404,570 28,125,234,720
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,847,861,722 3,079,510,492
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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 $ 2,035,806,799 including grants of $   ) (Revenue $ 1,369,869,700 )
PROGRAMS FOR THE PAYMENT OF IRC SEC. 501(C)(8) BENEFITS TO MEMBERS, WIVES AND THEIR DEPENDENTS. KNIGHTS OF COLUMBUS IS A CATHOLIC FAMILY FRATERNAL SERVICE ORGANIZATION WITH OVER 2.0 MILLION MEMBERS, FOUNDED IN 1882 FOR THE FOLLOWING PURPOSES: (A) RENDERING AID TO ITS MEMBERS, THEIR FAMILIES AND BENEFICIARIES OF MEMBERS AND THEIR FAMILIES; (B) RENDERING MUTUAL AID AND ASSISTANCE TO ITS SICK, DISABLED AND NEEDY MEMBERS AND THEIR FAMILIES; (C) PROMOTING SOCIAL WORK AMONG ITS MEMBERS AND THEIR FAMILIES; AND (D) PROMOTING AND CONDUCTING EDUCATIONAL, CHARITABLE, RELIGIOUS AND SOCIAL WELFARE, WAR RELIEF AND WELFARE AND PUBLIC RELIEF WORK.TO MORE EFFECTIVELY CARRY OUT ITS PURPOSES THE CORPORATION, A CONNECTICUT SPECIALLY CHARTERED CORPORATION WITHOUT CAPITAL STOCK, PROVIDES COVERAGE FOR LIFE INSURANCE, LONG TERM CARE, DISABILITY INCOME AND ANNUITY BENEFITS TO MEMBERS, WIVES, WIDOWS AND MINOR CHILDREN PRINCIPALLY IN THE UNITED STATES AND CANADA. THE TOTAL IRC SEC. 501(C)(8) BENEFITS ACCRUED TO MEMBERS OF $2,035,806,799 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2024, 22,004 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $72,938. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 52.
4b (Code:   ) (Expenses $ 421,356,753 including grants of $   ) (Revenue $   )
PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS.
4c (Code:   ) (Expenses $ 32,596,093 including grants of $ 32,596,093 ) (Revenue $ 5,581,413 )
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 expenses2,489,759,645
Form 990 (2024)
Form 990 (2024)
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 Rev. Proc. 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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 IV.....Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
 
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
List of Attached Documents:
// Content
22
 
No
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
List of Attached Documents:
// Content
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
111,404
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
2,631
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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: CA , RP , IT , 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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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
24
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
16
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 on 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 on 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 on 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 filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
JOHN A MARRELLA SUPREME SECRETARYONE COLUMBUS PLAZA   NEW HAVEN,CT065103326 (203) 800-4822
Form 990 (2024)
Form 990 (2024)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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/PAST SUPREME KNIGHT
 10.00
.................
5.00 		X           196,944 0 0
(2) JOHN S APPELBAUM......................................................................
DIRECTOR
 5.00
.................
0.00 		X           32,550 0 0
(3) ANTONIO BANUELOS-ACOSTA......................................................................
DIRECTOR
 5.00
.................
0.00 		X           31,750 0 0
(4) DANIEL DUCHESNE......................................................................
DIRECTOR
 5.00
.................
0.00 		X           33,350 0 0
(5) CHRISTOPHER A KOLOMJEC......................................................................
DIRECTOR
 5.00
.................
0.00 		X           10,400 0 0
(6) SEAN E HALPAIN......................................................................
DIRECTOR
 5.00
.................
0.00 		X           37,350 0 0
(7) COLIN R JORSCH JR......................................................................
DIRECTOR
 5.00
.................
0.00 		X           34,950 0 0
(8) PATRICK E KELLY......................................................................
DIRECTOR/SUPREME KNIGHT
 45.00
.................
15.00 		X   X       1,851,231 0 50,356
(9) ARCIE J LIM......................................................................
DIRECTOR
 5.00
.................
0.00 		X           21,350 0 0
(10) MOST REV WILLIAM E LORI......................................................................
DIRECTOR/SUPREME CHAPLAIN
 5.00
.................
5.00 		X   X       138,750 0 0
(11) JOHN A MARRELLA......................................................................
DIRECTOR/SUPREME SECRETARY/ADVOCATE
 50.00
.................
5.00 		X   X       808,489 0 36,457
(12) PATRICK T MASON......................................................................
PAST DIRECTOR/SUPREME SECRETARY
 50.00
.................
5.00 		X   X       302,387 0 38,955
(13) ANTHONY V MINOPOLI......................................................................
DIRECTOR/CHIEF INVESTMENT OFFICER
 50.00
.................
5.00 		X           775,100 0 45,296
(14) CARMINE V MUSUMECI......................................................................
DIRECTOR
 5.00
.................
0.00 		X           32,550 0 0
(15) HERBERT W YANG......................................................................
DIRECTOR
 5.00
.................
0.00 		X           10,400 0 0
(16) ARTHUR LOUIS L PETERS......................................................................
DIRECTOR/DEP SUPREME KNIGHT
 20.00
.................
5.00 		X           112,262 0 0
(17) RONALD F SCHWARZ......................................................................
DIRECTOR/SUPREME TREASURER
 48.00
.................
7.00 		X   X       374,061 0 39,528
Form 990 (2024)
Form 990 (2024)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) JOHN J KENNEDY........................................................................
DIRECTOR/CHIEF FINANCIAL OFFICER
 50.00
.......................5.00 		X   X       888,154 0 36,663
(19) MICHAEL A BENSON........................................................................
DIRECTOR
 5.00
.......................0.00 		X           28,550 0 0
(20) STEPHEN J KEHOE........................................................................
DIRECTOR
 5.00
.......................0.00 		X           34,150 0 0
(21) SCOTT A O'CONNOR........................................................................
DIRECTOR
 5.00
.......................0.00 		X           34,150 0 0
(22) ANTONIO F PASCUA........................................................................
DIRECTOR
 5.00
.......................0.00 		X           34,950 0 0
(23) MICHAEL R MCCUSKER........................................................................
DIRECTOR/SUPREME MASTER
 45.00
.......................0.00 		X           174,244 0 15,081
(24) JAMEY C ROTH........................................................................
DIRECTOR
 5.00
.......................0.00 		X           36,550 0 0
(25) ALFREDO A VELA........................................................................
DIRECTOR
 5.00
.......................0.00 		X           33,350 0 0
(26) RENE V SARMIENTO........................................................................
DIRECTOR
 5.00
.......................0.00 		X           22,950 0 0
(27) RENE TREVINO........................................................................
DIRECTOR
 5.00
.......................0.00 		X           35,350 0 0
(28) RICHARD J KNEE MD........................................................................
MEDICAL DIRECTOR
 45.00
.......................0.00 		    X       395,332 0 47,482
(29) GEORGE E SILOS........................................................................
VICE PRESIDENT/ACTUARY
 45.00
.......................0.00 		    X       318,494 0 46,874
(30) RONALD D FRANZLUEBBERS........................................................................
SENIOR VP/CHIEF ACTUARY
 45.00
.......................0.00 		      X     526,785 0 33,957
(31) BETH ELFREY........................................................................
CHIEF OF STAFF & CHIEF ADMIN OFFICER
 45.00
.......................0.00 		        X   446,106 0 47,056
(32) CHRISTOPHER HUESMAN........................................................................
CHIEF INFORMATION OFFICER
 45.00
.......................0.00 		        X   538,373 0 46,516
(33) RONALD R SANDOVAL SR........................................................................
CALIFORNIA GENERAL AGENT
 45.00
.......................0.00 		        X   1,160,916 0 0
(34) PATRICK MURPHY........................................................................
SENIOR VP OF FINANCE
 45.00
.......................0.00 		        X   467,848 0 46,762
(35) FRANK MEMMO........................................................................
CHIEF OF INSURANCE OPERATIONS
 45.00
.......................0.00 		        X   541,416 0 22,146
(36) DANIEL ROSSI........................................................................
FORMER DIRECTOR
 9.00
.......................0.00 		          X 33,350 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 10,554,892 0 553,129
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 346
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
NESCO RESOURCE

PO BOX 901372
CLEVELAND,OH44190 		STAFFING SERVICES 9,229,147
DS SL HOLDINGS LLC

1400 UNIVERSAL AVENUE
KANSAS CITY,MO64120 		PRINTING SERVICES 6,996,287
ERNST & YOUNG LLP

200 PLAZA DRIVE
SECAUCUS,NJ07094 		CONSULTING SERVICES 5,484,349
ST JOSEPH PRINTING LIMITED

50 MACINTOSH BOULEVARD
CONCORD,ONTARIOL4K 4P3
CA 		PRINTING SERVICES 3,171,363
ON SERVICES LLC

6779 CRESCENT DRIVE
NORCROSS,GA30071 		CONSULTING SERVICES 2,445,581
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 435
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
Program Service RevenueAmt Business Code
2a PREMIUM INCOME 524113 1,273,379,940 1,259,922,207 13,457,733  
b SUPPLEMENTARY CONTRACT 524113 105,111,439 105,111,439    
c FEES-DEPOSIT CONTRACTS 524113 3,158,060 3,158,060    
d MEMBERSHIP DUES 524113 2,940,071 2,940,071    
e MEMBERSHIP ASSESSMENTS 524113 2,641,342 2,641,342    
f All other program service revenue. 1,677,994 1,677,994    
g Total. Add lines 2a–2f ..... 1,388,908,846
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 1,194,931,529     1,194,931,529
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 4,309,723,297  
b Less: cost or other basis and sales expenses 7b 4,236,436,766  
c Gain or (loss) 7c 73,286,531  
d Net gain or (loss)......... 73,286,531     73,286,531
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a CERTIFICATE LOANS 524113 58,562,874     58,562,874
b MORTGAGE LOANS 524113 41,631,263     41,631,263
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 100,194,137
12 Total revenue. See instructions..... 2,757,321,043 1,375,451,113 13,457,733 1,368,412,197
Form 990 (2024)
Form 990 (2024)
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 .... 28,028,058 28,028,058
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 4,568,035 4,568,035
4 Benefits paid to or for members ....... 2,035,806,799 2,035,806,799
5 Compensation of current officers, directors, trustees, and key employees ........... 7,757,532 7,757,532    
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........ 87,757,734 87,757,734    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,800,359 7,800,359    
9 Other employee benefits ....... 17,836,554 17,836,554    
10 Payroll taxes ........... 15,764,768 15,764,768    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,103,075 2,103,075    
c Accounting ........... 1,779,138 1,779,138    
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 10,776,542 10,776,542    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 22,871,586 22,871,586    
12 Advertising and promotion .... 378,563 378,563    
13 Office expenses ....... 19,257,257 19,257,257    
14 Information technology ...... 5,443,818 5,443,818    
15 Royalties ..        
16 Occupancy ........... 6,159,907 6,159,907    
17 Travel ............ 7,164,175 7,164,175    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 4,074,116 4,074,116    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 3,177,489 3,177,489    
23 Insurance ... 3,097,007 3,097,007    
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 113,419,634 113,419,634    
b UBI AND OTHER TAXES 254,937 254,937    
c SUNDRY GENERAL EXPENSE 47,108,751 47,108,751    
d BENEVOLENCE PROGRAMS 14,090,403 14,090,403    
e All other expenses 23,283,408 23,283,408    
25 Total functional expenses. Add lines 1 through 24e 2,489,759,645 2,489,759,645 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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 90,180,674 1 140,026,087
2 Savings and temporary cash investments ......... 753,740,239 2 949,836,565
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  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 95,618,343
b Less: accumulated depreciation 10b 70,992,908 27,158,300 10c 24,625,435
11 Investments—publicly traded securities . 25,939,550,986 11 26,656,592,901
12 Investments—other securities. See Part IV, line 11 ..... 3,244,696,130 12 3,119,906,619
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 279,939,963 15 313,757,605
16 Total assets. Add lines 1 through 15 (must equal line 33)... 30,335,266,292 16 31,204,745,212
Liabilities 17 Accounts payable and accrued expenses ..... 69,918,397 17 64,992,250
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 1,673,858 21 509,168
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 27,415,812,315 25 28,059,733,302
26 Total liabilities. Add lines 17 through 25.. 27,487,404,570 26 28,125,234,720
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 2,847,861,722 31 3,079,510,492
32 Total net assets or fund balances ........... 2,847,861,722 32 3,079,510,492
33 Total liabilities and net assets/fund balances ........ 30,335,266,292 33 31,204,745,212
Form 990 (2024)
Form 990 (2024)
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
2,757,321,043
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,489,759,645
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
267,561,398
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,847,861,722
5
Net unrealized gains (losses) on investments ...............
5
101,127,710
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
-137,040,338
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,079,510,492
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on 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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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 on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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" on 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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (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 right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on 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" on 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" on 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 .....   14,902,885 14,902,885
b Buildings ....   51,288,850 44,268,872 7,019,978
c Leasehold improvements        
d Equipment ....   28,719,411 26,016,839 2,702,572
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).)..right arrow 24,625,435
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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		 1,158,793,372 C

(B) OTHER INVESTED ASSETS		 1,360,302,567 C

(C) MORTGAGE LOANS		 600,810,680 C
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 3,119,906,619
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
RESERVE UNDER LIFE CERTIFICATES 17,696,987,981
RESERVE UNDER ACCIDENT AND HEALTH CERTIFICATES 1,074,817,961
LIABILITY FOR DEPOSIT-TYPE CONTRACT FUNDS 7,669,163,530
UNPAID CLAIMS - LIFE 66,109,011
DIVIDENDS DUE AND UNPAID 1,212,789
DIVIDENDS APPORTIONED FOR PAYMENT IN THE FOLLOWING YEAR 241,673,288
PREMIUMS RECEIVED IN ADVANCE 5,493,247
AMOUNTS WITHHELD AS TRUSTEE 6,559,337
AMOUNTS HELD FOR FIELDWORKERS' ACCOUNT 530,135
REMITTANCES AND ITEMS NOT ALLOCATED 2,673,955
LIABILITY FOR BENEFITS FOR EMPLOYEES AND RETIREES 62,387,147
ASSET VALUATION RESERVE 625,325,323
UNPRESENTED CHECKS AND DUE TO REINSURERS 15,905,097
ADVANCE PAYMENTS FOR COUNCIL SUPPLIES 4,097
FUNDS HELD IN ESCROW - FOURTH DEGREE FUND 2,117
DUE TO AFFILIATES 48,915
UNPAID CLAIMS - ACCIDENT AND HEALTH 888,879
COLLATERAL LIABILITY ON LOANED SECURITIES 577,449,619
OTHER LIABILITIES 12,466,252
DUE TO ASSEMBLIES - FOURTH DEGREE FUND 34,622
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 28,059,733,302
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 2,723,441,808
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 400,181
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 400,181
3 Subtract line 2e from line 1.................. 3 2,723,041,627
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 31,638,074
b Other (Describe in Part XIII.) ........... 4b 2,641,342
c Add lines 4a and 4b.................... 4c 34,279,416
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 2,757,321,043
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 2,455,480,229
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 2,455,480,229
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 31,638,074
b Other (Describe in Part XIII.) ........... 4b 2,641,342
c Add lines 4a and 4b..................... 4c 34,279,416
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,489,759,645
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 2,641,342.
PART XII, LINE 4B - OTHER ADJUSTMENTS: CULTURE OF LIFE FUND 2,641,342.
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) (Rev. 1-2025)


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SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 283 PROGRAM SERVICES PROGRAMS FOR INSURANCE AND FRATERNAL ENDEAVORS 248,316,483
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS GRANTMAKING 1,051,665
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS GRANTMAKING 304,424
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 6 GRANTS TO RECIPIENTS GRANTMAKING 3,211,946
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS   602,104,118
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS   2,980,398,093
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS   143,933,906
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 INVESTMENTS   10,376,827
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 INVESTMENTS   4,680,227
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS   622,744,837
           
           
           
           
           
           
           
3a Sub-total .... 1 289 3,989,697,462
b Total from continuation sheets to Part I ... 0 0 627,425,064
c Totals (add lines 3a and 3b) 1 289 4,617,122,526
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 18,100 CHECK 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT VARIOUS PROGRAMS 28,329 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT OF WORLD CHILDREN'S DAY 21,779 WIRE TRANSFERS 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT OF CANADIAN MARCH FOR LIFE 22,149 WIRE TRANSFERS 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 244,248 WIRE TRANSFERS 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 5,360 CHECK 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SPONSORSHIP OF VATICAN CONFERENCE ON VOCATIONS 100,000 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT VARIOUS PROGRAMS 179,226 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT OF JUBILEE YEAR 2025 100,000 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT MAINTENANCE OF PLAYGROUNDS AND PROGRAMS IN ROME, ITALY 967,074 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT VARIOUS PROGRAMS 20,000 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT VARIOUS PROGRAMS 1,611,667 CHECK 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT MASTER PLAN FOR NEW FACILITIES AND VARIOUS PROGRAMS 36,000 WIRE TRANSFERS 0 N/A N/A
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SUPPORT FOR SCHOLARSHIPS FOR STUDENTS IN THE PHILIPPINES 254,924 WIRE TRANSFERS 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 54,970 WIRE TRANSFERS 386,861 PROVIDE SALARIES AND FRINGE BOOK
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT SCHOLARSHIPS AWARDED TO STUDENTS IN MEXICO 7,000 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM DISTRIBUTION OF EARNINGS FROM THE PACEM IN TERRIS FUND 120,334 CHECK 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PRO-LIFE ADVOCACY AGAINST EUTHANASIA AND PHYSICIAN ASSISTED SUICIDE 37,335 CHECK 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PRO-LIFE ADVOCACY 29,854 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM DONATIONS OF THE EARNINGS OF OUR LADY OF GUADALUPE FUND 45,116 CHECK 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUPPORT VARIOUS PROGRAMS 181,000 CHECK 0 N/A N/A
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SUPPORT VARIOUS PROGRAMS 20,000 WIRE TRANSFERS 0 N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES DONATIONS TO CANADIAN PROVINCES' SPECIAL OLYMPICS ORGANIZATIONS 13,539 CHECK 0 N/A N/A
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SUPPORT VARIOUS PROGRAMS 27,000 WIRE TRANSFERS 0 N/A N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT 2024 INDEPENDENCE DAY CELEBRATION 10,000 WIRE TRANSFERS 0 N/A N/A
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
12
3 Enter total number of other organizations or entities .......................MediumBullet
13
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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 separately 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; don't 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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. INDIVIDUALS ELIGIBLE TO APPLY ARE FROM A LARGE POOL OF INDIVIDUALS AND ARE CHOSEN OBJECTIVELY BY A PANEL OF INDEPENDENT PERSONS.
PART IV, QUESTION 3 LESS THAN 10% OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE FILING OF FORM 5471.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
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Schedule I
(Form 990)
(Rev. January 2025)
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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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" on 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) APOSTOLIC NUNCIATURE USA
3339 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20008 		23-2511991   42,908 0 N/A N/A SUPPORT OF 2024 PAPAL ANNIVERSARY RECEPTION
(2) ARCHDIOCESE FOR THE MILITARY SERVICE USA
1025 MICHIGAN AVENUE NE
WASHINGTON,DC200170469 		13-1624090 501(C)(3) 50,000 0 N/A N/A SUPPORT SEMINARIAN PROGRAM AND THE 16TH ANNUAL BENEFIT
(3) ARCHDIOCESE OF HARTFORD
134 FARMINGTON AVENUE
HARTFORD,CT06105 		06-0646669 501(C)(3) 250,000 0 N/A N/A SUPPORT PROGRAMS
(4) ASOCIACION NACIONAL DE SACERDOTES HISPANOS
PO BOX 3356
LUBBOCK,TX794520000 		58-1913100 501(C)(3) 10,000 0 N/A N/A SUPPORT OF 2024 CONVENTION
(5) BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION
400 MICHIGAN AVENUE NE
WASHINGTON,DC200171566 		53-0196626 501(C)(3) 248,031 200,000 BOOK DONATION OF BLESSED FATHER MCGIVNEY STATUE SUPPORT TV BROADCASTS
(6) BECKET FUND FOR RELIGIOUS LIBERTIES
3000 K STREET NW SUITE 220
WASHINGTON,DC200070000 		52-1858532 501(C)(3) 325,000 0 N/A N/A SUPPORT OF 2024 PROGRAMS AND THE CANTERBURY MEDAL DINNER
(7) CATHOLIC ATHLETES FOR CHRIST
3703 CAMERON MILLS ROAD
ALEXANDRIA,VA223050000 		65-1274581 501(C)(3) 25,000 0 N/A N/A SUPPORT PROGRAMS
(8) CATHOLIC DIOCESE OF ARLINGTON
200 N GLEBE ROAD STE 914
ARLINGTON,VA22203 		54-0967542 501(C)(3) 25,000 0 N/A N/A SUPPORT PROGRAMS
(9) CATHOLIC NEAR EAST WELFARE ASSOCIATION
1011 FIRST AVENUE
NEW YORK,NY100224195 		13-1623929 501(C)(3) 25,000 0 N/A N/A SUPPORT OF 2024 HEALING AND HOPE DINNER
(10) CATHOLIC ROUNDTABLE INC
712 H STREET NE STE 2298
WASHINGTON,DC20002 		92-3267769 501(C)(3) 20,000 0 N/A N/A SUPPORT PROGRAMS
(11) CHRIST IN THE CITY
3401 N PECOS STREET
DENVER,CO80211 		27-4663181 501(C)(3) 100,000 0 N/A N/A SUPPORT PROGRAMS
(12) CHRISTENDOM EDUCATION CORPORATION
134 CHRISTENDOM DRIVE
FRONT ROYAL,VA22630 		54-1031437 501(C)(3) 10,000 0 N/A N/A SUPPORT PROGRAMS
(13) COUNCIL OF MAJOR SUPERIORS OF WOMEN RELIGIOUS
415 MICHIGAN AVENUE NE SUITE 420
WASHINGTON,DC200170000 		52-1792586 501(C)(3) 8,500 0 N/A N/A SUPPORT OF THE 2025 PILGRIMAGE TO MEXICO
(14) DIVA COMMUNICATIONS INC
630 NINTH AVENUE SUITE 304
NEW YORK,NY10036 		13-3400009   36,000 0 N/A N/A SUPPORT OF OPIOD CRISIS FILM CAMPAIGN
(15) ETHICS AND PUBLIC POLICY CENTER
1730 M STREET NW SUITE 910
WASHINGTON,DC200360000 		52-1162185 501(C)(3) 100,000 0 N/A N/A SUPPORT 2024 TERTIO MILLENNIO SEMINAR ON THE FREE SOCIETY AND PERSON AND IDENTITY PROJECT
(16) FAMILY INSTITUTE OF CONNECTICUT
77 BUCKINGHAM STREET
HARTFORD,CT061260000 		06-1282690 501(C)(3) 201,000 0 N/A N/A SUPPORT PROGRAMS
(17) FAMILY INSTITUTE OF CONNECTICUT ACTION INC
PO BOX 260210
HARTFORD,CT061260000 		20-1483422 501(C)(4) 50,000 0 N/A N/A SUPPORT PROGRAMS
(18) FLORIDA VOTERS AGAINST EXTREMISM
1103 HAYS STREET
TALLAHASSEE,FL32301 		93-4176963 501(C)(4) 500,000 0 N/A N/A SUPPORT PROGRAMS
(19) FOUNDATION FOR THE PROMOTION OF EVANGELIZATION AND CATECHESIS INC
238 JEWETT AVENUE
BRIDGEPORT,CT06606 		88-1490762 501(C)(3) 43,500 0 N/A N/A SUPPORT OF 2024 CONVOCATION
(20) INSTITUTE ON RELIGIOUS LIFE
PO BOX 7500
LIBERTYVILLE,IL60048 		36-3797840 501(C)(3) 50,000 0 N/A N/A SUPPORT PROGRAMS
(21) INTERNATIONAL DOMINICAN FOUNDATION
1 GALLERIA BOULEVARD STE 710-B
METAIRIE,LA700017570 		72-1505381 501(C)(3) 40,000 0 N/A N/A SUPPORT PROGRAMS
(22) ISKALI
9430 W GOLF ROAD
DES PLAINES,IL60016 		82-1662711 501(C)(3) 10,000 0 N/A N/A SUPPORT PROGRAMS
(23) JOHN CARROLL SOCIETY
PO BOX 454
GLEN ECHO,MD208120000 		52-1164038   20,000 0 N/A N/A SUPPORT ANNUAL DINNER FOR PROGRAMS
(24) JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 		52-1547103 501(C)(3) 7,900,000 2,904,760 BOOK PROVIDE SALARIES, FRINGE & OTHER SUPPORT SUPPORT FOR SAINT JOHN PAUL II NATIONAL SHRINE
(25) JOHN PAUL II SHRINE AND INSTITUTE INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 		52-1547103 501(C)(3) 2,800,000 40,320 BOOK PROVIDE SALARIES AND FRINGE SUPPORT FOR ACCREDITED EDUCATIONAL INSTITUTION
(26) KNIGHTS OF COLUMBUS CHARITIES USA INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 		41-2140273 501(C)(3) 503,114 71,676 BOOK PROVIDE SALARIES AND FRINGE DONATIONS TO VARIOUS DESIGNATED FUNDS
(27) KNIGHTS OF COLUMBUS CHARITIES INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 		23-7227608 501(C)(3) 3,500,671 316,551 BOOK PROVIDE SALARIES AND FRINGE SUPPORT THE ADMINISTRATION OF PROGRAM SERVICES
(28) KNIGHTS OF COLUMBUS PUERTO RICO STATE COUNCIL
PO BOX 1373
BAYAMON,PR009601373 		66-0620347 501(C)(8) 6,500 0 N/A N/A PUERTO RICO SCHOLARSHIPS FOR THE 2024-2025 ACADEMIC YEAR
(29) MARCH FOR LIFE EDUCATION AND DEFENSE FUND
PO BOX 90300
WASHINGTON,DC200900300 		52-1231772 501(C)(3) 825,000 0 N/A N/A SUPPORT THE ANNUAL MARCH FOR LIFE
(30) MATER SALVATORIS COLLEGE PREPARATORY SCHOOL INC
926 NEWFIELD AVENUE
STAMFORD,CT069050000 		82-2145675 501(C)(3) 25,000 0 N/A N/A SUPPORT 2024 GALA
(31) MCC SOCIAL ADVOCACY INC
PO BOX 1708
HELENA,MT59624 		99-3376299 501(C)(4) 50,000 0 N/A N/A SUPPORT PROGRAMS
(32) NATIONAL CATHOLIC BIOETHICS CENTER
6399 DREXEL ROAD
PHILADELPHIA,PA191512511 		04-2871526 501(C)(3) 166,685 0 N/A N/A SUPPORT FOR 2024 WORKSHOP FOR BISHOPS
(33) NATIONAL CATHOLIC OFFICE FOR THE DEAF
7202 BUCHANAN STREET
LANDOVER HILLS,MD20784 		52-1650979 501(C)(3) 15,000 0 N/A N/A SUPPORT PROGRAMS
(34) NATIONAL CENTER ON SEXUAL EXPLOITATION
440 1ST STREET NW SUITE 840
WASHINGTON,DC200010000 		13-2608326 501(C)(3) 100,000 0 N/A N/A SUPPORT OF CHANGING POLICIES AND PUBLIC OPINION ON SEXUAL EXPLOITATION
(35) NATIONAL LIFE CENTER INC
686 NORTH BROAD STREET
WOODBURY,NJ080961607 		52-1052094 501(C)(3) 50,000 0 N/A N/A SUPPORT OPERATION OF A PRO-LIFE CRISIS PREGNANCY HOTLINE
(36) NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN
333 SHERMAN AVENUE
NEW HAVEN,CT06511 		06-1021268 501(C)(3) 10,000 0 N/A N/A SUPPORT OPERATIONS BENEFITING LOW-INCOME HOUSING
(37) NOGFORSD
1300 W 57TH STREET STE 101
SIOUX FALLS,SD57108 		99-4962369   200,000 0 N/A N/A SUPPORT PROGRAMS
(38) PATH TO PEACE FOUNDATION
25 E 39TH STREET
NEW YORK,NY100160000 		13-3629516 501(C)(3) 25,000 0 N/A N/A SUPPORT PROGRAMS
(39) PONTIFICAL NORTH AMERICAN COLLEGE
3211 4TH STREET NE
WASHINGTON,DC20017 		23-7201921 501(C)(3) 25,000 0 N/A N/A SUPPORT OF 2024 RECTOR'S DINNER
(40) RELIGIOUS FREEDOM INSTITUTE
316 PENNSYLVANIA AVENUE SE STE 501
WASHINGTON,DC20003 		81-0983298 501(C)(3) 360,000 0 N/A N/A SUPPORT OPERATIONS
(41) RESOURCE USA INC
4101 RESERVOIR ROAD NW
WASHINGTON,DC200072130 		22-3684041 501(C)(3) 8,500 0 N/A N/A SUPPORT PROGRAMS
(42) SAINT CATHERINE CENTER FOR SPECIAL NEEDS INC
760 TAHMORE DRIVE
FAIRFIELD,CT068250000 		47-2207552 501(C)(3) 40,000 0 N/A N/A SUPPORT 2024 ANNUAL DINNER AND PROGRAMS
(43) SAINT LUKE INSTITUTE
8901 NEW HAMPSHIRE AVENUE
SILVER SPRING,MD209030000 		52-1082730 501(C)(3) 25,000 0 N/A N/A SUPPORT 2024 ANNUAL BENEFIT
(44) SISTERS OF LIFE
38 MONTEBELLO ROAD
SUFFERN,NY109010000 		06-1579167 501(C)(3) 15,000 0 N/A N/A PRO LIFE DONATION
(45) SPECIAL OLYMPICS
VARIOUS
VARIOUS,CT999999999 		501(C)(3) 166,450 0 N/A N/A SUPPORT SPECIAL OLYMPICS STATE ORGANIZATIONS
(46) ST MICHAEL CENTER FOR SPIRITUAL RENEWAL INC
5904 HUBBARD DRIVE
ROCKVILLE,MD208524823 		84-2649725 501(C)(3) 200,000 0 N/A N/A SUPPORT PROGRAMS
(47) ST PAUL EVANGELIZATION SOCIETY
300 S STATE ROAD 201
BLUFFTON,IN46714 		46-4447286 501(C)(3) 25,000 0 N/A N/A SUPPORT OF 2024 BISHOP'S DAY REFLECTION
(48) TEPEYAC LEADERSHIP INC
522 N CENTRAL AVENUE 613
PHOENIX,AZ85001 		83-2789375 501(C)(3) 10,000 0 N/A N/A SUPPORT PROGRAMS
(49) THE ALFRED E SMITH MEMORIAL FOUNDATION
1011 FIRST AVENUE SUITE 1400
NEW YORK,NY100224112 		13-1553263 501(C)(3) 150,000 0 N/A N/A SUPPORT PROGRAMS TO BRING HOPE TO THE NEEDIEST CHILDREN REGARDLESS OF RACE, CREED OR COLOR
(50) THE GIVEN INSTITUTE
38 MONTEBELLO ROAD
SUFFERN,NY10901 		82-4360581 501(C)(3) 100,000 0 N/A N/A SUPPORT FOR OUTREACH TO YOUNG ADULT CATHOLIC WOMEN
(51) THE HARTFORD ROMAN CATHOLIC CHURCH
134 FARMINGTON AVENUE
HARTFORD,CT061053784 		06-0646669 501(C)(3) 35,000 0 N/A N/A SUPPORT 2024 LENTEN CONFESSION CAMPAIGN
(52) THE HUMAN LIFE FOUNDATION INC
271 MADISON AVENUE ROOM 1105
NEW YORK,NY100160000 		23-7368926 501(C)(3) 20,000 0 N/A N/A SUPPORT 2024 GREAT DEFENDER OF LIFE DINNER
(53) THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 		06-1590283 501(C)(3) 0 1,183,057 BOOK PROVIDE SALARIES AND FRINGE SUPPORT MUSEUM OPERATIONS
(54) THE KNIGHTS OF COLUMBUS MUSEUM INC
ONE COLUMBUS PLAZA
NEW HAVEN,CT065103326 		06-1590283 501(C)(3) 2,125,000 0 N/A N/A SUPPORT PROGRAM SERVICES AND BUILDING MAINTENANCE
(55) THE RONALD REAGAN PRESIDENTIAL FOUNDATION
40 PRESIDENTIAL DRIVE
SIMI VALLEY,CA93065 		77-0054631 501(C)(3) 150,000 0 N/A N/A SUPPORT OF JPII EXHIBIT
(56) UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
3211 4TH STREET NE
WASHINGTON,DC200171104 		53-0196617 501(C)(3) 1,388,057 0 N/A N/A SUPPORT PROGRAMS
(57) WATERFRONT PROMOTIONAL
139 HARBOR ROAD
WESTPORT,CT06880 		06-1474118   51,225 0 N/A N/A SUPPORT PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
46
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 SUBSTANTIALLY ALL GRANTS ARE PROVIDED TO ENTITIES THAT HAVE AN EQUIVALENT STATUS TO A 501(C)(3) ORGANIZATION. THE ORGANIZATION REQUIRES DONEE ORGANIZATIONS TO PROVIDE AN ACCOUNTING OF HOW THE GRANT FUNDS WERE EXPENDED. GRANTS TO INDIVIDUAL RECIPIENTS ARE DETERMINED BASED ON APPLICATION AND VERIFICATION OF ELIGIBILITY. INDIVIDUALS ELIGIBLE TO APPLY ARE FROM A LARGE POOL OF INDIVIDUALS AND ARE CHOSEN OBJECTIVELY BY A PANEL OF INDEPENDENT PERSONS. DURING 2024, THERE WERE NO DIRECT GRANTS PROVIDED TO INDIVIDUALS.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 on 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 on 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 on 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 on 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 on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on 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" on 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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1PATRICK E KELLY
DIRECTOR/SUPREME KNIGHT 		(i)

(ii)		 975,568
-------------
0 		386,328
-------------
0 		489,335
-------------
0 		9,700
-------------
0 		40,656
-------------
0 		1,901,587
-------------
0 		0
-------------
0
2RONALD R SANDOVAL SR
CALIFORNIA GENERAL AGENT 		(i)

(ii)		 1,154,316
-------------
0 		6,600
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		1,160,916
-------------
0 		0
-------------
0
3JOHN J KENNEDY
DIRECTOR/CHIEF FINANCIAL OFFICER 		(i)

(ii)		 626,916
-------------
0 		183,875
-------------
0 		77,363
-------------
0 		6,455
-------------
0 		30,208
-------------
0 		924,817
-------------
0 		0
-------------
0
4JOHN A MARRELLA
DIRECTOR/SUPREME SECRETARY/ADVOCATE 		(i)

(ii)		 456,095
-------------
0 		137,689
-------------
0 		214,705
-------------
0 		6,249
-------------
0 		30,208
-------------
0 		844,946
-------------
0 		0
-------------
0
5ANTHONY V MINOPOLI
DIRECTOR/CHIEF INVESTMENT OFFICER 		(i)

(ii)		 602,776
-------------
0 		167,161
-------------
0 		5,163
-------------
0 		6,229
-------------
0 		39,067
-------------
0 		820,396
-------------
0 		0
-------------
0
6CHRISTOPHER HUESMAN
CHIEF INFORMATION OFFICER 		(i)

(ii)		 440,597
-------------
0 		93,800
-------------
0 		3,976
-------------
0 		7,545
-------------
0 		38,971
-------------
0 		584,889
-------------
0 		0
-------------
0
7FRANK MEMMO
CHIEF OF INSURANCE OPERATIONS 		(i)

(ii)		 299,899
-------------
0 		99,484
-------------
0 		142,033
-------------
0 		6,146
-------------
0 		16,000
-------------
0 		563,562
-------------
0 		0
-------------
0
8RONALD D FRANZLUEBBERS
SENIOR VP/CHIEF ACTUARY 		(i)

(ii)		 430,604
-------------
0 		92,225
-------------
0 		3,956
-------------
0 		7,605
-------------
0 		26,352
-------------
0 		560,742
-------------
0 		0
-------------
0
9PATRICK MURPHY
SENIOR VP OF FINANCE 		(i)

(ii)		 377,990
-------------
0 		86,041
-------------
0 		3,817
-------------
0 		7,791
-------------
0 		38,971
-------------
0 		514,610
-------------
0 		0
-------------
0
10BETH ELFREY
CHIEF OF STAFF & CHIEF ADMIN OFFICER 		(i)

(ii)		 364,580
-------------
0 		76,225
-------------
0 		5,301
-------------
0 		8,085
-------------
0 		38,971
-------------
0 		493,162
-------------
0 		0
-------------
0
11RICHARD J KNEE MD
MEDICAL DIRECTOR 		(i)

(ii)		 330,936
-------------
0 		62,018
-------------
0 		2,378
-------------
0 		8,511
-------------
0 		38,971
-------------
0 		442,814
-------------
0 		0
-------------
0
12RONALD F SCHWARZ
DIRECTOR/SUPREME TREASURER 		(i)

(ii)		 232,963
-------------
0 		73,340
-------------
0 		67,758
-------------
0 		9,320
-------------
0 		30,208
-------------
0 		413,589
-------------
0 		0
-------------
0
13GEORGE E SILOS
VICE PRESIDENT/ACTUARY 		(i)

(ii)		 256,169
-------------
0 		57,300
-------------
0 		5,025
-------------
0 		7,903
-------------
0 		38,971
-------------
0 		365,368
-------------
0 		0
-------------
0
14PATRICK T MASON
PAST DIRECTOR/SUPREME SECRETARY 		(i)

(ii)		 209,092
-------------
0 		86,059
-------------
0 		7,236
-------------
0 		6,464
-------------
0 		32,491
-------------
0 		341,342
-------------
0 		0
-------------
0
15CARL A ANDERSON
DIRECTOR/PAST SUPREME KNIGHT 		(i)

(ii)		 192,000
-------------
0 		0
-------------
0 		4,944
-------------
0 		0
-------------
0 		0
-------------
0 		196,944
-------------
0 		0
-------------
0
16MICHAEL R MCCUSKER
DIRECTOR/SUPREME MASTER 		(i)

(ii)		 171,480
-------------
0 		191
-------------
0 		2,573
-------------
0 		4,083
-------------
0 		10,998
-------------
0 		189,325
-------------
0 		0
-------------
0
17DANIEL ROSSI
FORMER DIRECTOR 		(i)

(ii)		 33,350
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		33,350
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 PATRICK E. KELLY $481,297 JOHN A. MARRELLA 202,864 RONALD F. SCHWARZ 56,485 PATRICK T. MASON 6,012 JOHN J. KENNEDY 65,087 FRANK MEMMO 135,787 KNIGHTS OF COLUMBUS SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS DESIGNED TO MAKE UP FOR BENEFITS LOST IN THE TAX-QUALIFIED RETIREMENT PLAN. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED COMPENSATION PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE KNIGHTS OF COLUMBUS' PLAN PROVIDES THAT UPON VESTING, A PARTICIPANT WILL RECEIVE A PAYMENT FOR THE ESTIMATED INCOME TAXES RELATED TO THE VESTED AMOUNT. THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III).
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
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SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 2.0 MILLION MEMBERS. ALL MEMBERS VOTE ON NON-INSURANCE (FRATERNAL) MATTERS. ONLY MEMBERS WITH FRATERNAL INSURANCE POLICIES VOTE ON MATTERS REGARDING INSURANCE. VOTING IS GENERALLY ACCOMPLISHED THROUGH DELEGATES ELECTED BY MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A DELEGATES ARE ELECTED AT VARIOUS STATE AND DISTRICT CONVENTIONS. THESE DELEGATES ELECT CERTAIN DIRECTORS EACH YEAR AT THE SUPREME COUNCIL ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BY-LAWS OF THE ORGANIZATION ARE VOTED ON BY MEMBERS IN GOOD STANDING EITHER THROUGH AN ELECTED DELEGATE OR A GENERAL VOTE. THEIR ELIGIBILITY TO VOTE ON A MATTER IS LIMITED TO THEIR STANDING AS AN INSURANCE MEMBER OR NON-INSURANCE MEMBER.
FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AT A BOARD OF DIRECTORS MEETING BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS ALL BOARD MEMBERS AND TOP MANAGEMENT OFFICIALS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE. ALL POTENTIAL ISSUES ARE REVIEWED AND RESOLVED BY THE SECRETARY'S OFFICE IN CONJUNCTION WITH THE CHIEF COMPLIANCE OFFICER AND THE INTERNAL AUDIT DEPARTMENT.
FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS, INCLUDING IN 2024, FOR A REVIEW OF THE REASONABLENESS OF TOTAL COMPENSATION PROVIDED TO SUPREME OFFICERS AND OTHER TOP MANAGEMENT OFFICIALS. THE INDEPENDENT COMPENSATION CONSULTANT USES SURVEY SOURCES THAT THEY HAVE COMPILED PLUS OTHER PUBLISHED SURVEYS TO PRESENT A REPORT OF COMPARABLE MARKET DATA OF TOTAL COMPENSATION FOR EACH MANAGEMENT POSITION. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND DISCUSSES THE COMPARABLE MARKET DATA BEFORE MAKING A RECOMMENDATION TO THE BOARD OF DIRECTORS. AFTER A REVIEW AND DISCUSSION ABOUT THE COMPARABLE MARKET DATA AND THE INDIVIDUALS IN THE ROLES UNDER REVIEW, A VOTE IS TAKEN TO APPROVE A NEW SALARY RANGE AND OBJECTIVE BONUS STRUCTURE FOR THE TOP MANAGEMENT INDIVIDUALS. TOTAL COMPENSATION FOR EACH INDIVIDUAL IS WITHIN THE RANGE APPROVED BY THE BOARD OF DIRECTORS WHICH IS WITHIN THE COMPARABLE MARKET DATA.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PHOTOCOPIED AND MAILED TO INDIVIDUALS OR ORGANIZATIONS UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN ASSET VALUATION RESERVE -98,033,745. CHANGE IN NON-ADMITTED ASSETS NOT INCLUDED PURSUANT TO INSURANCE LAW -51,076,928. NET CHANGE DUE TO FLUCTUATIONS IN FOREIGN CURRENCY EXCHANGE RATES -37,247,985. CHANGE IN FOREIGN EXCHANGE - FOURTH DEGREE -13,985. NET CHANGE IN TRANSITION LIABILITY FOR PENSION AND POSTRETIREMENT BENEFITS 48,932,124. UNREALIZED GAIN ON INVESTMENTS - FOURTH DEGREE 400,181.
FORM 990, SCHEDULE R, PART II, COLUMN D: KNIGHTS OF COLUMBUS CANADA CHARITIES, INC.'S EXEMPT CODE SECTION: CANADA CHARITIES IS EXEMPT FROM FEDERAL TAXATION IN CANADA UNDER PARAGRAPH 149(1)(F) OF THE INCOME TAX ACT AND IS DESIGNATED AS A "PUBLIC FOUNDATION" PER PARAGRAPH 149.1(6.3) OF THE ACT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
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) ADAMS STREET (KOC) LLC
340 MADISON AVENUE 19TH FLOOR
NEW YORK,NY10173
 INVEST IN MIDDLE MARKET BORROWER COMPANIES DE 8,978,483 88,395,243 N/A
(2) FMJM RWL IV LLC
140 BROADWAY 45TH FLOOR
NEW YORK,NY10005
 INVEST IN RESIDENTIAL MORTGAGES DE 1,016,792 12,685,198 N/A
(3) MEDLEY CREDIT STRATEGIES (KOC) LLC
280 PARK AVENUE 6TH FLOOR
NEW YORK,NY10017
 INVESTS IN CORPORATE CREDIT AND ASSET-BASED DEBT & EQUITY INSTRUMENTS DE 906,590 3,153,767 N/A
(4) 151 ROGERS LLC
ONE COLUMBUS PLAZA
NEW HAVEN,CT06510
 REAL ESTATE ACTIVITIES TX 0 7,749,725 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,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) 12B 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) 12B 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 SHRINE. 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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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 II

THREE STAMFORD PLAZA 12TH FL
STAMFORD,CT06901
46-4274270 		INVEST IN RESIDENTIAL MORTGAGES DE KNIGHTS OF COLUMBUS
  		EXCLUDED 205,414 5,437,579   No     No 52.000 %
(2) KNIGHTS OF COLUMBUS PRIVATE CREDIT FUND LP

101 HUNTINGTON AVENUE
BOSTON,MA02110
81-3856983 		INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIES DE KNIGHTS OF COLUMBUS
  		EXCLUDED 9,257,090 143,699,957   No     No 62.180 %
(3) NIGHTS VISION LLC PARTNERSHIP

1 BLOOMFIELD AVENUE
MOUNTAIN LAKES,NJ07046
47-4076219 		INVEST IN REAL ESTATE NJ KNIGHTS OF COLUMBUS
  		EXCLUDED 1,000,580 19,928,515   No     No 99.000 %
(4) 545 REAL ESTATE HOLDINGS LLC

ONE COLUMBUS PLAZA
NEW HAVEN,CT06510
84-4111218 		INVEST IN REAL ESTATE DE KNIGHTS OF COLUMBUS
  		EXCLUDED   12,737,321   No     No 81.000 %
(5) SCIENS WATER OPPORTUNITIES CAYMAN FUND LP

HARBOUR PLACE 4TH FL S CHURCH S
GRAND CAYMAN   KY1-1002
CJ
83-1093159 		INVEST IN WATER INFRASTRUCTURE ASSETS CJ KNIGHTS OF COLUMBUS
  		EXCLUDED   27,708,030   No     No 54.570 %
(6) NOVA INFRASTRUCTURE FUND I (CAYMAN) LP

400 MADISON AVENUE SUITE 11B
NEW YORK,NY10017
84-4653254 		INVEST IN ENVIRONMENTAL INFRASTRUCTURE ASSETS CJ KNIGHTS OF COLUMBUS
  		EXCLUDED 604,590 40,723,210   No     No 60.620 %
(7) MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP

197 CLARENDON STREET 2ND FLOOR
BOSTON,MA02116
 INVEST IN MEZZANINE FUND MA KNIGHTS OF COLUMBUS
  		EXCLUDED   1,160,694   No     No 98.900 %
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
(1) KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC

ONE COLUMBUS PLAZA
NEW HAVEN,CT06510
47-1764787 		ASSET MANAGEMENT AND INVESTMENT ADVISORY SERVICES DE KNIGHTS OF COLUMBUS
  		C 20,477,660 9,948,880 100.000 % Yes  
(2) KOC REIT LLC

9 WEST 57TH STREET 33RD FLOOR
NEW YORK,NY10019
90-1250931 		INVEST IN REAL ESTATE DE KNIGHTS OF COLUMBUS
  		C 4,875,919 76,312,481 100.000 % Yes  










Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
 
No
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
Yes
 
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
Yes
 
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 3,817,222 FAIR MARKET VALUE
(2) KNIGHTS OF COLUMBUS CHARITIES USA INC

 B 574,790 FAIR MARKET VALUE
(3) THE KNIGHTS OF COLUMBUS MUSEUM INC

 B 3,308,057 FAIR MARKET VALUE
(4) JOHN PAUL II SHRINE AND INSTITUTE INC

 B 13,645,080 FAIR MARKET VALUE
(5) JOHN PAUL II SHRINE AND INSTITUTE INC

 Q 373,598 FAIR MARKET VALUE
(6) JOHN PAUL II SHRINE AND INSTITUTE INC

 S 600,000 FAIR MARKET VALUE
(7) KNIGHTS OF COLUMBUS CANADA CHARITIES INC

 B 441,831 FAIR MARKET VALUE
(8) KNIGHTS OF COLUMBUS PRIVATE CREDIT FUND LP

 B 2,516,542 FAIR MARKET VALUE
(9) KNIGHTS OF COLUMBUS CHARITIES INC

 P 97,595 FAIR MARKET VALUE
(10) THE KNIGHTS OF COLUMBUS MUSEUM INC

 Q 99,693 FAIR MARKET VALUE
(11) KNIGHTS OF COLUMBUS CHARITIES USA INC

 Q 720,642 FAIR MARKET VALUE
(12) KNIGHTS OF COLUMBUS CHARITIES INC

 Q 1,714,010 FAIR MARKET VALUE
(13) KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC

 L 1,554,451 FAIR MARKET VALUE
(14) KOC REIT LLC

 B 276,328 FAIR MARKET VALUE
(15) KOC REIT LLC

 S 3,746,014 FAIR MARKET VALUE
(16) FMJM LLC RWL II

 S 690,297 FAIR MARKET VALUE
(17) NOVA INFRASTRUCTURE FUND I (CAYMAN) LP

 B 8,568,450 FAIR MARKET VALUE
(18) SCIENS WATER OPPORTUNITIES CAYMAN FUND LP

 B 1,312,946 FAIR MARKET VALUE
(19) NOVA INFRASTRUCTURE FUND I (CAYMAN) LP

 S 7,437,372 FAIR MARKET VALUE
(20) KNIGHTS OF COLUMBUS CHARITIES USA INC

 P 596,851 FAIR MARKET VALUE
(21) 545 REAL ESTATE HOLDINGS LLC

 K 703,140 FAIR MARKET VALUE
(22) MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP

 B 653,221 FAIR MARKET VALUE
(23) MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP

 S 590,146 FAIR MARKET VALUE
(24) 545 REAL ESTATE HOLDINGS LLC

 S 2,920,000 FAIR MARKET VALUE
(25) NIGHTS VISION LLC

 S 8,276,209 FAIR MARKET VALUE
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


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