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Nonprofiteer
← KNIGHTS OF COLUMBUS

Form 990 for tax year 2024

Filed by KNIGHTS OF COLUMBUS.

Totals

Total revenue
$2,757,321,043
Total expenses
$2,489,759,645
Contributions and grants received
$0
Grants paid
$32,596,093
Program service revenue
$1,388,908,846
Investment income
$1,268,218,060
Other revenue
$100,194,137
Total assets, end of year
$31,204,745,212
Total liabilities, end of year
$28,125,234,720
Net assets or fund balances, end of year
$3,079,510,492
Program services expenses (Part IX)
$2,489,759,645
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,489,759,645

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUM INCOME

    total $1,273,379,940 · related or exempt $1,259,922,207 · unrelated business $13,457,733

  • 2b · Program service revenue: SUPPLEMENTARY CONTRACT

    total $105,111,439 · related or exempt $105,111,439

  • 2c · Program service revenue: FEES-DEPOSIT CONTRACTS

    total $3,158,060 · related or exempt $3,158,060

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $2,940,071 · related or exempt $2,940,071

  • 2e · Program service revenue: MEMBERSHIP ASSESSMENTS

    total $2,641,342 · related or exempt $2,641,342

  • 2f · All other program service revenue

    total $1,677,994 · related or exempt $1,677,994

  • 3 · Investment income

    total $1,194,931,529 · excluded $1,194,931,529

  • 7a · Gross sales of assets other than inventory

    securities $4,309,723,297

  • 7b · Less cost or other basis and sales expenses

    securities $4,236,436,766

  • 7c · Gain or loss

    securities $73,286,531

  • 7d · Net gain or loss

    total $73,286,531 · excluded $73,286,531

  • 11a · Other revenue: CERTIFICATE LOANS

    total $58,562,874 · excluded $58,562,874

  • 11b · Other revenue: MORTGAGE LOANS

    total $41,631,263 · excluded $41,631,263

  • 11e · Other revenue, total

    $100,194,137

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,028,058 · program services $28,028,058

  • 3 · Grants to foreign organizations and individuals

    total $4,568,035 · program services $4,568,035

  • 4 · Benefits paid to or for members

    total $2,035,806,799 · program services $2,035,806,799

  • 5 · Compensation of officers, directors and key employees

    total $7,757,532 · program services $7,757,532

  • 7 · Other salaries and wages

    total $87,757,734 · program services $87,757,734

  • 8 · Pension plan contributions

    total $7,800,359 · program services $7,800,359

  • 9 · Other employee benefits

    total $17,836,554 · program services $17,836,554

  • 10 · Payroll taxes

    total $15,764,768 · program services $15,764,768

  • 11b · Fees: legal

    total $2,103,075 · program services $2,103,075

  • 11c · Fees: accounting

    total $1,779,138 · program services $1,779,138

  • 11f · Fees: investment management

    total $10,776,542 · program services $10,776,542

  • 11g · Fees: other

    total $22,871,586 · program services $22,871,586

  • 12 · Advertising and promotion

    total $378,563 · program services $378,563

  • 13 · Office expenses

    total $19,257,257 · program services $19,257,257

  • 14 · Information technology

    total $5,443,818 · program services $5,443,818

  • 16 · Occupancy

    total $6,159,907 · program services $6,159,907

  • 17 · Travel

    total $7,164,175 · program services $7,164,175

  • 19 · Conferences, conventions and meetings

    total $4,074,116 · program services $4,074,116

  • 22 · Depreciation, depletion and amortization

    total $3,177,489 · program services $3,177,489

  • 23 · Insurance

    total $3,097,007 · program services $3,097,007

  • 24a · Other expenses: COMMISSIONS ON PREMIUM

    total $113,419,634 · program services $113,419,634

  • 24b · Other expenses: UBI AND OTHER TAXES

    total $254,937 · program services $254,937

  • 24c · Other expenses: SUNDRY GENERAL EXPENSE

    total $47,108,751 · program services $47,108,751

  • 24d · Other expenses: BENEVOLENCE PROGRAMS

    total $14,090,403 · program services $14,090,403

  • 24e · All other expenses

    total $23,283,408 · program services $23,283,408

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $90,180,674 · end of year $140,026,087

  • 2 · Savings and temporary cash investments

    beginning of year $753,740,239 · end of year $949,836,565

  • 10a · Land, buildings and equipment: cost or other basis

    $95,618,343

  • 10b · Land, buildings and equipment: accumulated depreciation

    $70,992,908

  • 10c · Land, buildings and equipment, net

    beginning of year $27,158,300 · end of year $24,625,435

  • 11 · Investments: publicly traded securities

    beginning of year $25,939,550,986 · end of year $26,656,592,901

  • 12 · Investments: other securities

    beginning of year $3,244,696,130 · end of year $3,119,906,619

  • 15 · Other assets

    beginning of year $279,939,963 · end of year $313,757,605

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,918,397 · end of year $64,992,250

  • 21 · Escrow or custodial account liability

    beginning of year $1,673,858 · end of year $509,168

  • 25 · Other liabilities

    beginning of year $27,415,812,315 · end of year $28,059,733,302

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,847,861,722 · end of year $3,079,510,492

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $2,035,806,799 · Revenue $1,369,869,700

  • PROGRAMS FOR EXPENSES INCURRED NECESSARY IN THE KNIGHTS OF COLUMBUS INSURANCE AND FRATERNAL ENDEAVORS.

    Expenses $421,356,753

  • PROGRAMS OF ASSISTANCE TO OTHER SOCIAL ACTION, EDUCATIONAL, CHARITABLE, BENEVOLENT, MORAL AND RELIGIOUS ENDEAVORS.

    Expenses $32,596,093 · Grants $32,596,093 · Revenue $5,581,413

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carl A Anderson

    DIRECTOR/PAST SUPREME KNIGHT

    Total calculated
    $196,944
    From this org
    $196,944
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 5 related

    Schedule J breakdown matched by us

    Base
    $192,000
    Bonus
    $0
    Other
    $4,944
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $196,944

  • John S Appelbaum

    DIRECTOR

    Total calculated
    $32,550
    From this org
    $32,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Antonio Banuelos-Acosta

    DIRECTOR

    Total calculated
    $31,750
    From this org
    $31,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Daniel Duchesne

    DIRECTOR

    Total calculated
    $33,350
    From this org
    $33,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Christopher A Kolomjec

    DIRECTOR

    Total calculated
    $10,400
    From this org
    $10,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Sean E Halpain

    DIRECTOR

    Total calculated
    $37,350
    From this org
    $37,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Colin R Jorsch Jr

    DIRECTOR

    Total calculated
    $34,950
    From this org
    $34,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Patrick E Kelly

    DIRECTOR/SUPREME KNIGHT

    Total calculated
    $1,901,587
    From this org
    $1,851,231
    From related orgs
    $0
    Other
    $50,356
    Hours/week
    45 + 15 related

    Schedule J breakdown matched by us

    Base
    $975,568
    Bonus
    $386,328
    Other
    $489,335
    Deferred
    $9,700
    Nontaxable benefits
    $40,656
    Filer's total
    $1,901,587

  • Arcie J Lim

    DIRECTOR

    Total calculated
    $21,350
    From this org
    $21,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Most Rev William E Lori

    DIRECTOR/SUPREME CHAPLAIN

    Total calculated
    $138,750
    From this org
    $138,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • John A Marrella

    DIRECTOR/SUPREME SECRETARY/ADVOCATE

    Total calculated
    $844,946
    From this org
    $808,489
    From related orgs
    $0
    Other
    $36,457
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $456,095
    Bonus
    $137,689
    Other
    $214,705
    Deferred
    $6,249
    Nontaxable benefits
    $30,208
    Filer's total
    $844,946

  • Patrick T Mason

    PAST DIRECTOR/SUPREME SECRETARY

    Total calculated
    $341,342
    From this org
    $302,387
    From related orgs
    $0
    Other
    $38,955
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $209,092
    Bonus
    $86,059
    Other
    $7,236
    Deferred
    $6,464
    Nontaxable benefits
    $32,491
    Filer's total
    $341,342

  • Anthony V Minopoli

    DIRECTOR/CHIEF INVESTMENT OFFICER

    Total calculated
    $820,396
    From this org
    $775,100
    From related orgs
    $0
    Other
    $45,296
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $602,776
    Bonus
    $167,161
    Other
    $5,163
    Deferred
    $6,229
    Nontaxable benefits
    $39,067
    Filer's total
    $820,396

  • Carmine V Musumeci

    DIRECTOR

    Total calculated
    $32,550
    From this org
    $32,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Herbert W Yang

    DIRECTOR

    Total calculated
    $10,400
    From this org
    $10,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Arthur Louis L Peters

    DIRECTOR/DEP SUPREME KNIGHT

    Total calculated
    $112,262
    From this org
    $112,262
    From related orgs
    $0
    Other
    $0
    Hours/week
    20 + 5 related

  • Ronald F Schwarz

    DIRECTOR/SUPREME TREASURER

    Total calculated
    $413,589
    From this org
    $374,061
    From related orgs
    $0
    Other
    $39,528
    Hours/week
    48 + 7 related

    Schedule J breakdown matched by us

    Base
    $232,963
    Bonus
    $73,340
    Other
    $67,758
    Deferred
    $9,320
    Nontaxable benefits
    $30,208
    Filer's total
    $413,589

  • John J Kennedy

    DIRECTOR/CHIEF FINANCIAL OFFICER

    Total calculated
    $924,817
    From this org
    $888,154
    From related orgs
    $0
    Other
    $36,663
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $626,916
    Bonus
    $183,875
    Other
    $77,363
    Deferred
    $6,455
    Nontaxable benefits
    $30,208
    Filer's total
    $924,817

  • Michael A Benson

    DIRECTOR

    Total calculated
    $28,550
    From this org
    $28,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Stephen J Kehoe

    DIRECTOR

    Total calculated
    $34,150
    From this org
    $34,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Scott A O'Connor

    DIRECTOR

    Total calculated
    $34,150
    From this org
    $34,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Antonio F Pascua

    DIRECTOR

    Total calculated
    $34,950
    From this org
    $34,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Michael R McCusker

    DIRECTOR/SUPREME MASTER

    Total calculated
    $189,325
    From this org
    $174,244
    From related orgs
    $0
    Other
    $15,081
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $171,480
    Bonus
    $191
    Other
    $2,573
    Deferred
    $4,083
    Nontaxable benefits
    $10,998
    Filer's total
    $189,325

  • Jamey C Roth

    DIRECTOR

    Total calculated
    $36,550
    From this org
    $36,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Alfredo A Vela

    DIRECTOR

    Total calculated
    $33,350
    From this org
    $33,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rene V Sarmiento

    DIRECTOR

    Total calculated
    $22,950
    From this org
    $22,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rene Trevino

    DIRECTOR

    Total calculated
    $35,350
    From this org
    $35,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Richard J Knee MD

    MEDICAL DIRECTOR

    Total calculated
    $442,814
    From this org
    $395,332
    From related orgs
    $0
    Other
    $47,482
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $330,936
    Bonus
    $62,018
    Other
    $2,378
    Deferred
    $8,511
    Nontaxable benefits
    $38,971
    Filer's total
    $442,814

  • George E Silos

    VICE PRESIDENT/ACTUARY

    Total calculated
    $365,368
    From this org
    $318,494
    From related orgs
    $0
    Other
    $46,874
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $256,169
    Bonus
    $57,300
    Other
    $5,025
    Deferred
    $7,903
    Nontaxable benefits
    $38,971
    Filer's total
    $365,368

  • Ronald D Franzluebbers

    SENIOR VP/CHIEF ACTUARY

    Total calculated
    $560,742
    From this org
    $526,785
    From related orgs
    $0
    Other
    $33,957
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $430,604
    Bonus
    $92,225
    Other
    $3,956
    Deferred
    $7,605
    Nontaxable benefits
    $26,352
    Filer's total
    $560,742

  • Beth Elfrey

    CHIEF OF STAFF & CHIEF ADMIN OFFICER

    Total calculated
    $493,162
    From this org
    $446,106
    From related orgs
    $0
    Other
    $47,056
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $364,580
    Bonus
    $76,225
    Other
    $5,301
    Deferred
    $8,085
    Nontaxable benefits
    $38,971
    Filer's total
    $493,162

  • Christopher Huesman

    CHIEF INFORMATION OFFICER

    Total calculated
    $584,889
    From this org
    $538,373
    From related orgs
    $0
    Other
    $46,516
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $440,597
    Bonus
    $93,800
    Other
    $3,976
    Deferred
    $7,545
    Nontaxable benefits
    $38,971
    Filer's total
    $584,889

  • Ronald R Sandoval Sr

    CALIFORNIA GENERAL AGENT

    Total calculated
    $1,160,916
    From this org
    $1,160,916
    From related orgs
    $0
    Other
    $0
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $1,154,316
    Bonus
    $6,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,160,916

  • Patrick Murphy

    SENIOR VP OF FINANCE

    Total calculated
    $514,610
    From this org
    $467,848
    From related orgs
    $0
    Other
    $46,762
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $377,990
    Bonus
    $86,041
    Other
    $3,817
    Deferred
    $7,791
    Nontaxable benefits
    $38,971
    Filer's total
    $514,610

  • Frank Memmo

    CHIEF OF INSURANCE OPERATIONS

    Total calculated
    $563,562
    From this org
    $541,416
    From related orgs
    $0
    Other
    $22,146
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $299,899
    Bonus
    $99,484
    Other
    $142,033
    Deferred
    $6,146
    Nontaxable benefits
    $16,000
    Filer's total
    $563,562

  • Daniel Rossi

    FORMER DIRECTOR

    Total calculated
    $33,350
    From this org
    $33,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    9

    Schedule J breakdown matched by us

    Base
    $33,350
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $33,350

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

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).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • KNIGHTS OF COLUMBUS CHARITIES INC

    501(C)(3) · ESTABLISHED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. · CT · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • KNIGHTS OF COLUMBUS CANADA CHARITIES INC

    SEE SCHD O · ESTABLISHED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. · CA · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • KNIGHTS OF COLUMBUS CHARITIES USA INC

    501(C)(3) · ESTABLISHED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. · CT · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • THE KNIGHTS OF COLUMBUS MUSEUM INC

    501(C)(3) · OPERATION OF A MUSEUM. · CT · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • JOHN PAUL II SHRINE AND INSTITUTE INC

    501(C)(3) · OPERATION OF AN EDUCATIONAL INSTITUTE AND A SHRINE. · DC · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ADAMS STREET (KOC) LLC

    INVEST IN MIDDLE MARKET BORROWER COMPANIES · DE · income $8,978,483 · assets $88,395,243

  • FMJM RWL IV LLC

    INVEST IN RESIDENTIAL MORTGAGES · DE · income $1,016,792 · assets $12,685,198

  • MEDLEY CREDIT STRATEGIES (KOC) LLC

    INVESTS IN CORPORATE CREDIT AND ASSET-BASED DEBT & EQUITY INSTRUMENTS · DE · income $906,590 · assets $3,153,767

  • 151 ROGERS LLC

    REAL ESTATE ACTIVITIES · TX · income $0 · assets $7,749,725

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • FMJM LLC RWL II

    EXCLUDED · INVEST IN RESIDENTIAL MORTGAGES · DE · 52% owned · share of income $205,414 · share of assets $5,437,579

    Directly controlled by KNIGHTS OF COLUMBUS

  • KNIGHTS OF COLUMBUS PRIVATE CREDIT FUND LP

    EXCLUDED · INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIES · DE · 62.18% owned · share of income $9,257,090 · share of assets $143,699,957

    Directly controlled by KNIGHTS OF COLUMBUS

  • NIGHTS VISION LLC PARTNERSHIP

    EXCLUDED · INVEST IN REAL ESTATE · NJ · 99% owned · share of income $1,000,580 · share of assets $19,928,515

    Directly controlled by KNIGHTS OF COLUMBUS

  • 545 REAL ESTATE HOLDINGS LLC

    EXCLUDED · INVEST IN REAL ESTATE · DE · 81% owned · share of assets $12,737,321

    Directly controlled by KNIGHTS OF COLUMBUS

  • SCIENS WATER OPPORTUNITIES CAYMAN FUND LP

    EXCLUDED · INVEST IN WATER INFRASTRUCTURE ASSETS · CJ · 54.57% owned · share of assets $27,708,030

    Directly controlled by KNIGHTS OF COLUMBUS

  • NOVA INFRASTRUCTURE FUND I (CAYMAN) LP

    EXCLUDED · INVEST IN ENVIRONMENTAL INFRASTRUCTURE ASSETS · CJ · 60.62% owned · share of income $604,590 · share of assets $40,723,210

    Directly controlled by KNIGHTS OF COLUMBUS

  • MANULIFE CAPITAL PARTNERS VII RATED FEEDER LP

    EXCLUDED · INVEST IN MEZZANINE FUND · MA · 98.9% owned · share of assets $1,160,694

    Directly controlled by KNIGHTS OF COLUMBUS

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLC

    C · ASSET MANAGEMENT AND INVESTMENT ADVISORY SERVICES · DE · 100% owned · share of income $20,477,660 · share of assets $9,948,880 · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • KOC REIT LLC

    C · INVEST IN REAL ESTATE · DE · 100% owned · share of income $4,875,919 · share of assets $76,312,481 · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

Provenance

Return type
form_990
Tax year
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202523079349301017

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