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Nonprofiteer
← KNIGHTS OF COLUMBUS

Form 990 for tax year 2022

Filed by KNIGHTS OF COLUMBUS.

Totals

Total revenue
$2,549,652,973
Total expenses
$2,400,045,344
Contributions and grants received
$0
Grants paid
$27,278,720
Program service revenue
$1,378,184,458
Investment income
$1,100,610,428
Other revenue
$70,858,087
Total assets, end of year
$29,370,584,012
Total liabilities, end of year
$26,622,937,776
Net assets or fund balances, end of year
$2,747,646,236
Program services expenses (Part IX)
$2,400,045,344
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,400,045,344

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 $1,270,970,387 · related or exempt $1,254,824,990 · unrelated business $16,145,397

  • 2b · Program service revenue: SUPPLEMENTARY CONTRACT

    total $86,167,347 · related or exempt $86,167,347

  • 2c · Program service revenue: INTEREST MAINTENANCE R

    total $13,380,002 · related or exempt $13,380,002

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $4,136,668 · related or exempt $4,136,668

  • 2e · Program service revenue: MISCELLANEOUS

    total $1,790,189 · related or exempt $1,790,189

  • 2f · All other program service revenue

    total $1,739,865 · related or exempt $1,739,865

  • 3 · Investment income

    total $1,052,191,332 · unrelated business $317,973 · excluded $1,051,873,359

  • 7a · Gross sales of assets other than inventory

    securities $2,807,549,171

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

    securities $2,759,130,075

  • 7c · Gain or loss

    securities $48,419,096

  • 7d · Net gain or loss

    total $48,419,096 · unrelated business $11,532,178 · excluded $36,886,918

  • 11a · Other revenue: CERTIFICATE LOANS

    total $42,869,808 · excluded $42,869,808

  • 11b · Other revenue: MORTGAGE LOANS

    total $27,988,279 · excluded $27,988,279

  • 11e · Other revenue, total

    $70,858,087

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,543,124 · program services $22,543,124

  • 3 · Grants to foreign organizations and individuals

    total $4,735,596 · program services $4,735,596

  • 4 · Benefits paid to or for members

    total $1,977,160,096 · program services $1,977,160,096

  • 5 · Compensation of officers, directors and key employees

    total $8,159,234 · program services $8,159,234

  • 7 · Other salaries and wages

    total $72,336,192 · program services $72,336,192

  • 8 · Pension plan contributions

    total $11,481,250 · program services $11,481,250

  • 9 · Other employee benefits

    total $18,965,632 · program services $18,965,632

  • 10 · Payroll taxes

    total $12,620,734 · program services $12,620,734

  • 11b · Fees: legal

    total $2,978,789 · program services $2,978,789

  • 11c · Fees: accounting

    total $1,718,206 · program services $1,718,206

  • 11f · Fees: investment management

    total $4,654,740 · program services $4,654,740

  • 11g · Fees: other

    total $21,038,371 · program services $21,038,371

  • 12 · Advertising and promotion

    total $890,338 · program services $890,338

  • 13 · Office expenses

    total $21,170,914 · program services $21,170,914

  • 14 · Information technology

    total $3,801,253 · program services $3,801,253

  • 16 · Occupancy

    total $5,581,198 · program services $5,581,198

  • 17 · Travel

    total $6,634,842 · program services $6,634,842

  • 19 · Conferences, conventions and meetings

    total $3,325,317 · program services $3,325,317

  • 22 · Depreciation, depletion and amortization

    total $2,433,952 · program services $2,433,952

  • 23 · Insurance

    total $3,481,800 · program services $3,481,800

  • 24a · Other expenses: COMMISSIONS ON PREMIUM

    total $115,453,922 · program services $115,453,922

  • 24b · Other expenses: UBI AND OTHER TAXES

    total $5,842,619 · program services $5,842,619

  • 24c · Other expenses: SUNDRY GENERAL EXPENSE

    total $47,987,485 · program services $47,987,485

  • 24d · Other expenses: BENEVOLENCE PROGRAMS

    total $9,721,454 · program services $9,721,454

  • 24e · All other expenses

    total $15,328,286 · program services $15,328,286

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $92,337,711 · end of year $80,615,147

  • 2 · Savings and temporary cash investments

    beginning of year $717,524,675 · end of year $732,169,006

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

    $91,812,965

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

    $65,254,967

  • 10c · Land, buildings and equipment, net

    beginning of year $28,396,589 · end of year $26,557,998

  • 11 · Investments: publicly traded securities

    beginning of year $24,903,663,918 · end of year $25,166,602,983

  • 12 · Investments: other securities

    beginning of year $2,860,572,770 · end of year $3,088,600,205

  • 15 · Other assets

    beginning of year $246,882,682 · end of year $276,038,673

  • 17 · Accounts payable and accrued expenses

    beginning of year $92,752,772 · end of year $59,086,523

  • 21 · Escrow or custodial account liability

    beginning of year $658,682 · end of year $2,202,904

  • 25 · Other liabilities

    beginning of year $26,093,872,430 · end of year $26,561,648,349

  • 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 $2,662,094,461 · end of year $2,747,646,236

Mission and programs · 2022

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 SOCIAL WELFARE, WAR RELIEF AND WELFARE AND PUBLIC RELIEF WORK.TO MORE EFFECTIVELY CARRY OUT ITS PURPOSES THE CORPORATION, A CONNECTICUT SPECIALLY CHARTERED CORPORATION WITHOUT CAPITAL STOCK, PROVIDES COVERAGE FOR LIFE INSURANCE, LONG TERM CARE, DISABILITY INCOME AND ANNUITY BENEFITS TO MEMBERS, WIVES, WIDOWS AND MINOR CHILDREN PRINCIPALLY IN THE UNITED STATES AND CANADA. THE TOTAL IRC SEC. 501(C)(8) BENEFITS ACCRUED TO MEMBERS OF $1,977,160,096 WERE INCURRED FOR THE PURPOSE FOR WHICH THE ORGANIZATION IS EXEMPT. IN 2022, 23,423 DEATH CLAIMS WERE INCURRED. THE AVERAGE SIZE OF A LIFE INSURANCE CERTIFICATE IS $69,679. THE AVERAGE AGE OF A CERTIFICATE HOLDER IS 51.

    Expenses $1,977,160,096 · Revenue $1,357,902,393

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

    Expenses $395,606,528

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

    Expenses $27,278,720 · Grants $27,278,720 · Revenue $4,136,668

As filed on the 2022 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
    $269,000
    From this org
    $269,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 5 related

    Schedule J breakdown matched by us

    Base
    $207,000
    Bonus
    $62,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $269,000

  • 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
    $31,798
    From this org
    $31,798
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Rennan J Duffour

    DIRECTOR

    Total calculated
    $30,150
    From this org
    $30,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Sean E Halpain

    DIRECTOR

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

  • Colin R Jorsch Jr

    DIRECTOR

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

  • Patrick E Kelly

    DIRECTOR/SUPREME KNIGHT

    Total calculated
    $1,690,471
    From this org
    $1,639,096
    From related orgs
    $0
    Other
    $51,375
    Hours/week
    45 + 15 related

    Schedule J breakdown matched by us

    Base
    $811,942
    Bonus
    $372,818
    Other
    $454,336
    Deferred
    $9,150
    Nontaxable benefits
    $42,225
    Filer's total
    $1,690,471

  • Arcie J Lim

    DIRECTOR

    Total calculated
    $29,546
    From this org
    $29,546
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Most Rev William E Lori

    DIRECTOR/SUPREME CHAPLAIN

    Total calculated
    $135,000
    From this org
    $135,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • John A Marrella

    DIRECTOR/SUPREME ADVOCATE

    Total calculated
    $985,900
    From this org
    $945,140
    From related orgs
    $0
    Other
    $40,760
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $426,052
    Bonus
    $132,818
    Other
    $386,270
    Deferred
    $9,150
    Nontaxable benefits
    $31,610
    Filer's total
    $985,900

  • Patrick T Mason

    DIRECTOR/SUPREME SECRETARY

    Total calculated
    $371,989
    From this org
    $320,699
    From related orgs
    $0
    Other
    $51,290
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $216,412
    Bonus
    $79,418
    Other
    $24,869
    Deferred
    $9,065
    Nontaxable benefits
    $42,225
    Filer's total
    $371,989

  • Anthony V Minopoli

    DIRECTOR/CHIEF OPERATING OFFICER

    Total calculated
    $859,368
    From this org
    $807,993
    From related orgs
    $0
    Other
    $51,375
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $555,577
    Bonus
    $148,218
    Other
    $104,198
    Deferred
    $9,150
    Nontaxable benefits
    $42,225
    Filer's total
    $859,368

  • Carmine V Musumeci

    DIRECTOR

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

  • Paul G O'Sullivan

    DIRECTOR/DEP SUPREME KNIGHT

    Total calculated
    $429,986
    From this org
    $389,226
    From related orgs
    $0
    Other
    $40,760
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $240,906
    Bonus
    $61,518
    Other
    $86,802
    Deferred
    $9,150
    Nontaxable benefits
    $31,610
    Filer's total
    $429,986

  • Arthur Louis L Peters

    DIRECTOR

    Total calculated
    $30,312
    From this org
    $30,312
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Jose C Reyes Jr

    DIRECTOR

    Total calculated
    $26,400
    From this org
    $26,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Daniel Rossi

    DIRECTOR

    Total calculated
    $30,550
    From this org
    $30,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Ronald F Schwarz

    DIRECTOR/SUPREME TREASURER

    Total calculated
    $441,539
    From this org
    $401,793
    From related orgs
    $0
    Other
    $39,746
    Hours/week
    48 + 7 related

    Schedule J breakdown matched by us

    Base
    $220,468
    Bonus
    $71,018
    Other
    $110,307
    Deferred
    $8,136
    Nontaxable benefits
    $31,610
    Filer's total
    $441,539

  • Michael L Wills

    DIRECTOR

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

  • John J Kennedy

    DIRECTOR/CHIEF FINANCIAL OFFICER

    Total calculated
    $1,115,221
    From this org
    $1,074,461
    From related orgs
    $0
    Other
    $40,760
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $543,110
    Bonus
    $176,318
    Other
    $355,033
    Deferred
    $9,150
    Nontaxable benefits
    $31,610
    Filer's total
    $1,115,221

  • Michael Anthony Benson

    DIRECTOR

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

  • Stephen J Kehoe

    DIRECTOR

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

  • Scott A O'Connor

    DIRECTOR

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

  • Antonio F Pascua

    DIRECTOR

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

  • Michael R McCusker

    DIRECTOR

    Total calculated
    $9,200
    From this org
    $9,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Jamey C Roth

    DIRECTOR

    Total calculated
    $9,200
    From this org
    $9,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Alfredo A Vela

    DIRECTOR

    Total calculated
    $9,200
    From this org
    $9,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Richard J Knee MD

    MEDICAL DIRECTOR

    Total calculated
    $418,077
    From this org
    $367,643
    From related orgs
    $0
    Other
    $50,434
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $308,445
    Bonus
    $56,377
    Other
    $2,821
    Deferred
    $8,209
    Nontaxable benefits
    $42,225
    Filer's total
    $418,077

  • George E Silos

    VICE PRESIDENT/ACTUARY

    Total calculated
    $344,902
    From this org
    $293,805
    From related orgs
    $0
    Other
    $51,097
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $238,226
    Bonus
    $50,600
    Other
    $4,979
    Deferred
    $8,872
    Nontaxable benefits
    $42,225
    Filer's total
    $344,902

  • Ronald D Franzluebbers

    SENIOR VP/CHIEF ACTUARY

    Total calculated
    $577,125
    From this org
    $531,988
    From related orgs
    $0
    Other
    $45,137
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $400,914
    Bonus
    $84,925
    Other
    $46,149
    Deferred
    $9,150
    Nontaxable benefits
    $35,987
    Filer's total
    $577,125

  • Carlos M Gutierrez

    CALIFORNIA GENERAL AGENT

    Total calculated
    $468,718
    From this org
    $441,177
    From related orgs
    $0
    Other
    $27,541
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $440,427
    Bonus
    $750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,541
    Filer's total
    $468,718

  • Christopher Huesman

    CHIEF INFORMATION OFFICER

    Total calculated
    $551,268
    From this org
    $499,893
    From related orgs
    $0
    Other
    $51,375
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $410,094
    Bonus
    $85,900
    Other
    $3,899
    Deferred
    $9,150
    Nontaxable benefits
    $42,225
    Filer's total
    $551,268

  • Ronald R Sandoval Sr

    CALIFORNIA GENERAL AGENT

    Total calculated
    $826,548
    From this org
    $826,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $818,798
    Bonus
    $7,750
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $826,548

  • Mark J McMullen

    SENIOR VP MEMBERSHIP & FRAT MISSION

    Total calculated
    $542,836
    From this org
    $502,076
    From related orgs
    $0
    Other
    $40,760
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $348,373
    Bonus
    $63,335
    Other
    $90,368
    Deferred
    $9,150
    Nontaxable benefits
    $31,610
    Filer's total
    $542,836

  • Frank Memmo

    SENIOR VP/OPERATIONAL EXCELLENCE

    Total calculated
    $534,654
    From this org
    $490,172
    From related orgs
    $0
    Other
    $44,482
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $391,273
    Bonus
    $89,500
    Other
    $9,399
    Deferred
    $9,150
    Nontaxable benefits
    $35,332
    Filer's total
    $534,654

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 $448,643 JOHN J. KENNEDY 342,971 JOHN A. MARRELLA 379,631 ANTHONY V. MINOPOLI 100,835 RONALD F. SCHWARZ 104,192 PAUL G. O'SULLIVAN 75,509 PATRICK T. MASON 23,462 RONALD D. FRANZLUEBBERS 42,270 MARK J. MCMULLEN 81,002 KNIGHTS OF COLUMBUS SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS DESIGNED TO MAKE UP FOR BENEFITS LOST IN THE TAX-QUALIFIED RETIREMENT PLAN. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED COMPENSATION PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE KNIGHTS OF COLUMBUS' PLAN PROVIDES THAT UPON VESTING, A PARTICIPANT WILL RECEIVE A PAYMENT FOR THE ESTIMATED INCOME TAXES RELATED TO THE VESTED AMOUNT. THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III).

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 $1,625,000 · assets $72,985,583

  • FMJM RWL IV LLC

    INVEST IN RESIDENTIAL MORTGAGES · DE · income $1,238,685 · assets $25,353,688

  • MEDLEY CREDIT STRATEGIES (KOC) LLC

    INVESTS IN CORPORATE CREDIT AND ASSET-BASED DEBT & EQUITY INSTRUMENTS · DE · income $1,407,984 · assets $9,859,517

  • FMJM RWL V LLC

    INVEST IN RESIDENTIAL MORTGAGES · DE · income $0 · assets $0

  • 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 TRUST 2013-1

    EXCLUDED · INVEST IN RESIDENTIAL MORTGAGES · DE · 52% owned

    Directly controlled by KNIGHTS OF COLUMBUS

  • FMJM LLC RWL II

    EXCLUDED · INVEST IN RESIDENTIAL MORTGAGES · DE · 52% owned · share of income $260,416 · share of assets $6,756,099

    Directly controlled by KNIGHTS OF COLUMBUS

  • KNIGHTS OF COLUMBUS PRIVATE CREDIT FUND LP

    EXCLUDED · INVEST IN DEBT OF LEVERAGED MIDDLE MARKET COMPANIES · DE · 67.49% owned · share of income $4,093,115 · share of assets $130,670,178

    Directly controlled by KNIGHTS OF COLUMBUS

  • NIGHTS VISION LLC PARTNERSHIP

    EXCLUDED · INVEST IN REAL ESTATE · NJ · 99.7% owned · share of assets $22,740,538

    Directly controlled by KNIGHTS OF COLUMBUS

  • 545 REAL ESTATE HOLDINGS LLC

    EXCLUDED · INVEST IN REAL ESTATE · DE · 99.5% owned · share of assets $17,207,518

    Directly controlled by KNIGHTS OF COLUMBUS

  • SCIENS WATER OPPORTUNITIES CAYMAN FUND LP

    EXCLUDED · INVEST IN WATER INFRASTRUCTURE ASSETS · CJ · 60.42% owned · share of income $531,499 · share of assets $12,854,093

    Directly controlled by KNIGHTS OF COLUMBUS

  • NOVA INFRASTRUCTURE FUND I (CAYMAN) LP

    EXCLUDED · INVEST IN ENVIRONMENTAL INFRASTRUCTURE ASSETS · CJ · 69.18% owned · share of income $796,118 · share of assets $25,606,349

    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 $13,562,564 · share of assets $11,826,352 · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • KOC REIT LLC

    C · INVEST IN REAL ESTATE · DE · 100% owned · share of income $7,561,682 · share of assets $86,983,080 · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202343119349302444

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