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Nonprofiteer
← THE ALTUM FUND

Form 990 for tax year 2024

Filed by THE ALTUM FUND.

Totals

Total revenue
$25,240,020
Total expenses
$336,821
Contributions and grants received
$25,240,000
Grants paid
$2,000
Program service revenue
$0
Investment income
$20
Other revenue
$0
Total assets, end of year
$24,925,448
Total liabilities, end of year
$22,249
Net assets or fund balances, end of year
$24,903,199
Program services expenses (Part IX)
$2,000
Management and general expenses
$334,821
Fundraising expenses
$0
Program service expenses (Part III)
$2,000

Program services were 0.6% 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.

  • 1d · Related organizations

    $2,000,000

  • 1f · All other contributions, gifts and grants

    $23,240,000

  • 1g · Noncash contributions included above

    $23,240,000

  • 3 · Investment income

    total $20 · excluded $20

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,000 · program services $2,000

  • 5 · Compensation of officers, directors and key employees

    total $163,906 · management and general $163,906

  • 7 · Other salaries and wages

    total $62,610 · management and general $62,610

  • 8 · Pension plan contributions

    total $2,191 · management and general $2,191

  • 10 · Payroll taxes

    total $16,631 · management and general $16,631

  • 11b · Fees: legal

    total $49,003 · management and general $49,003

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 13 · Office expenses

    total $605 · management and general $605

  • 16 · Occupancy

    total $2,159 · management and general $2,159

  • 17 · Travel

    total $10,134 · management and general $10,134

  • 19 · Conferences, conventions and meetings

    total $825 · management and general $825

  • 23 · Insurance

    total $745 · management and general $745

  • 24a · Other expenses: SUPPORT ORG ADMIN FEE

    total $20,111 · management and general $20,111

  • 24b · Other expenses: PAYROLL PROCESSING FEES

    total $4,522 · management and general $4,522

  • 24c · Other expenses: SUBS & PERIODICALS

    total $579 · management and general $579

  • 24d · Other expenses: CREDIT CARD FEES

    total $300 · management and general $300

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $185,448

  • 12 · Investments: other securities

    end of year $24,740,000

  • 17 · Accounts payable and accrued expenses

    end of year $22,249

  • 27 · Net assets without donor restrictions

    end of year $24,903,199

Mission and programs · 2024

Mission

THE CORPORATION SHALL SUPPORT AND BENEFIT KCCF BY CONDUCTING AND SUPPORTING RELIGIOUS, CHARITABLE, EDUCATIONAL, AND OTHER ACTIVITIES THAT CARRY OUT THE RELIGIOUS PURPOSES OF KCCF. FURTHER, THIS CORPORATION IS SPIRITUALLY AND PHILOSOPHICALLY UNITED TO THE KNIGHTS OF COLUMBUS AND THEIR FOUNDING PRINCIPLES OF CHARITY, UNITY, AND FRATERNITY.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • GRANT ACTIVITIES IN FURTHERANCE OF THE CORPORATIONS EXEMPT PURPOSES.

    Expenses $2,000 · Grants $2,000

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

Listed in Part VII

  • James N Perry Jr

    CHAIRMAN & PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Dennis J Gerber Jr

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • Frank J Hanna III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Anthony Pienta

    EXECUTIVE DIRECTOR

    Total calculated
    $163,906
    From this org
    $153,694
    From related orgs
    $0
    Other
    $10,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,694
    Bonus
    $0
    Other
    $0
    Deferred
    $5,362
    Nontaxable benefits
    $4,850
    Filer's total
    $163,906

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

No itemized grants to organizations on this return.

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 CHARITABLE FUND INC

    501(C)(3) · PROMOTING & FACILITATING PHILANTHROPIC ACTIVITIES OF CATHOLIC INDIV. & ORGS. · DE

  • RBN FOUNDATION

    501(C)(3) · SUPPORTING ORGANIZATION TO KCCF · CA · controlled entity

    Directly controlled by KCCF

  • KCCF SUPPORT FOUNDATION

    501(C)(3) · SUPPORTING ORGANIZATION TO KCCF · WY · controlled entity

    Directly controlled by KCCF

  • KCCF CHARITABLE TRUST I

    501(C)(3) · SUPPORTING ORGANIZATION TO KCCF · WY · controlled entity

    Directly controlled by KCCF

  • KCCF CHARITABLE TRUST II

    501(C)(3) · SUPPORTING ORGANIZATION TO KCCF · WY · controlled entity

    Directly controlled by KCCF

  • METANOIA

    501(C)(3) · SUPPORTING ORGANIZATION TO KCCF · DE · controlled entity

    Directly controlled by KCCF

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349305200

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