KOCH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FOUNDATION INC (EIN 35-6023372)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-07
- IRS object ID
- 202340979349100104
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-07T07:28:46-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356023372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Robert L Koch II | InCareOfNm |
| Business Name Control | KOCH | BusinessNameControlTxt |
| Foreign Phone | 8124659668 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan E Parsons | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-04-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,558,204 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $53,659 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,659 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $871,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $871,537 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $185,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,991,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,009 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,110,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,110,205 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,676 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,942 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,640,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,640,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,755,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,640,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $995,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,053,042 | CashBOYAmt |
| Cash EOY | $1,426,911 | CashEOYAmt |
| Cash EOYFMV | $1,426,911 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $32,746,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,673,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,115,231 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,447,376 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,109,164 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,016,062 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,246,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,209,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,558,204 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,653,117 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,653,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $4,593,684 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,556,042 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,246,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,209,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,246,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,209,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,246,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $607,437 | OtherIncreasesAmt |
| Subtotal | $37,209,160 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,209,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $153,943 | $0 | $0 | $153,943 | $153,943 |
| Public Traded Securities | $150,000 | $0 | $166,998 | -$16,998 | -$16,998 |
| Public Traded Securities | $205,889 | $0 | $227,088 | -$21,199 | -$21,199 |
| Public Traded Securities | $50,000 | $0 | $56,372 | -$6,372 | -$6,372 |
| Public Traded Securities | $75,000 | $0 | $83,318 | -$8,318 | -$8,318 |
| Public Traded Securities | $50,000 | $0 | $52,705 | -$2,705 | -$2,705 |
| Public Traded Securities | $100,000 | $0 | $110,726 | -$10,726 | -$10,726 |
| Public Traded Securities | $50,000 | $0 | $56,229 | -$6,229 | -$6,229 |
| Public Traded Securities | $95,293 | $0 | $113,365 | -$18,072 | -$18,072 |
| Public Traded Securities | $50,000 | $0 | $60,319 | -$10,319 | -$10,319 |
| Public Traded Securities | $123,088 | $0 | $125,690 | -$2,602 | -$2,602 |
| Public Traded Securities | $50,000 | $0 | $54,302 | -$4,302 | -$4,302 |
| Public Traded Securities | $84,322 | $0 | $93,104 | -$8,782 | -$8,782 |
| Public Traded Securities | $100,000 | $0 | $108,823 | -$8,823 | -$8,823 |
| Public Traded Securities | $121,347 | $0 | $70,285 | $51,062 | $51,062 |
| Public Traded Securities | $137,948 | $0 | $119,086 | $18,862 | $18,862 |
| Public Traded Securities | $42,288 | $0 | $15,484 | $26,804 | $26,804 |
| Public Traded Securities | $44,545 | $0 | $15,797 | $28,748 | $28,748 |
| Public Traded Securities | $134,502 | $0 | $83,029 | $51,473 | $51,473 |
| Public Traded Securities | $121,335 | $0 | $56,046 | $65,289 | $65,289 |
| Public Traded Securities | $60,969 | $0 | $30,972 | $29,997 | $29,997 |
| Public Traded Securities | $58,459 | $0 | $66,864 | -$8,405 | -$8,405 |
| Public Traded Securities | $210,801 | $0 | $249,215 | -$38,414 | -$38,414 |
| Public Traded Securities | $83,244 | $0 | $94,283 | -$11,039 | -$11,039 |
| Public Traded Securities | $186,988 | $0 | $218,852 | -$31,864 | -$31,864 |
| Public Traded Securities | $38,000 | $0 | $42,565 | -$4,565 | -$4,565 |
| Public Traded Securities | $121,115 | $0 | $143,110 | -$21,995 | -$21,995 |
| Public Traded Securities | $151,928 | $0 | $186,141 | -$34,213 | -$34,213 |
| Public Traded Securities | $204,321 | $0 | $205,133 | -$812 | -$812 |
| Public Traded Securities | $74,571 | $0 | $105,047 | -$30,476 | -$30,476 |
| Public Traded Securities | $38,415 | $0 | $46,347 | -$7,932 | -$7,932 |
| Public Traded Securities | $185,351 | $0 | $165,756 | $19,595 | $19,595 |
| Public Traded Securities | $93,455 | $0 | $153,831 | -$60,376 | -$60,376 |
| Public Traded Securities | $75,384 | $0 | $61,748 | $13,636 | $13,636 |
| Public Traded Securities | $147,662 | $0 | $194,460 | -$46,798 | -$46,798 |
| Public Traded Securities | $35,581 | $0 | $44,476 | -$8,895 | -$8,895 |
| Public Traded Securities | $266,000 | $0 | $117,473 | $148,527 | $148,527 |
| Public Traded Securities | $57 | $0 | $39 | $18 | $18 |
| Public Traded Securities | $19,475 | $0 | $11,189 | $8,286 | $8,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,009 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,839 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,839 | SubtotalAmt |
| Tax Based On Investment Income | $13,839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,500 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Overpayment | $661 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Susan E Parsons | IndividualWithBooksNm |
| Phone | 8124659800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robert L Koch II | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | President | 2.00 | $0 | $0 | $0 |
| Kevin R Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| James H Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| Susan E Parsons | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Treasurer | 2.00 | $0 | $0 | $0 |
| Jennifer K Slade | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Secretary | 5.00 | $0 | $0 | $0 |
| David M Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Brad J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Steven A Church | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Glen J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Josh Gilberg | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,069,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,360,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,360,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $800,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,560,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,628,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,628,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,839 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $13,839 | TotalTaxAmt |
| Distributable Before Adj | $2,614,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,614,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,614,184 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,640,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,640,665 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,614,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,612 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,640,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,612 | AppliedToYear1Amt |
| Applied To Current Year | $2,569,053 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,131 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert L Koch II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 South Eleventh Avenue | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8124659800 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501C3 organizations are eligible to receive grants or individuals qualified under Koch Scholarship Program | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Advance America | ||||||||
| 101 West Ohio St | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $10,000 | |
| Albion Fellows Bacon Foundation | ||||||||
| P O Box 3164 | Evansville | IN | 47731 | No Relationship | PF | Charitable Operations | $5,000 | |
| Alex and Ali Foundation Inc | ||||||||
| 3834 Lomond Court | Greenwood | IN | 46143 | No Relationship | PF | Charitable Operations | $1,000 | |
| Alliance for Catholic Urban Education | ||||||||
| 1125 Madison Ave | Covington | KY | 41011 | No Relationship | PF | Charitable Operations | $2,500 | |
| ALS | ||||||||
| 2258 Weldon Pkwy | St Louis | MO | 63416 | No Relationship | PF | Charitable Operations | $1,000 | |
| American Red Cross | ||||||||
| 29 South Stockwell | Evansville | IN | 47714 | No Relationship | PF | Disaster Relief Capital Cam | $74,790 | |
| Annunciation School at Christ the King | ||||||||
| 3010 East Chandler Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $500 | |
| Ark Crisis Prevention Nursery | ||||||||
| 415 Lincoln Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,220 | |
| Athens Limestone Public Library Foundation | ||||||||
| 603 South Jefferson Street | Athens | AL | 35611 | No Relationship | PF | Charitable Operations | $1,200 | |
| Aurora | ||||||||
| 1100 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,500 | |
| Big Brothers Big Sisters | ||||||||
| 320 SE Martin Luther King | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 | |
| Boy Scouts of Am Buffalo Trace Council | ||||||||
| 3501 E Lloyd Expressway | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,380 | |
| Boys Girls Club | ||||||||
| 3415 Buckland Square | Owensboro | KY | 42301 | No Relationship | PF | Charitable Operations | $50,000 | |
| Boys Girls Club of Evansville | ||||||||
| P O Box 4194 | Evansville | IN | 477244194 | No Relationship | PF | Charitable Operations | $5,000 | |
| Cancer Pathways Midwest | ||||||||
| 5740 Vogel Road | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $5,000 | |
| Carver Community Organization | ||||||||
| 400 SE 8th Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 | |
| Castle Band Boosters Inc | ||||||||
| PO Box 641 | Newburgh | IN | 47629 | No Relationship | PF | Charitable Operations | $2,500 | |
| Castle High School | ||||||||
| 3344 Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 | |
| Castle North Middle School PTO | ||||||||
| 2800 Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $500 | |
| Catholic Charities Bureau | ||||||||
| 2111 Stringtown Road | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $850 | |
| Catholic Diocese of Evansville | ||||||||
| 4200 N Kentucky Ave | Evansville | IN | 47724 | No Relationship | PF | Culture of Excellance Grant | $26,250 | |
| Catholic Education Foundation | ||||||||
| 520 Benninghof Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $3,000 | |
| Cedarville Univesity | ||||||||
| 251 N Main St | Cedarville | OH | 72022 | No Relationship | PF | Charitable Operations | $750 | |
| Chemo Buddies | ||||||||
| 3699 Epworth Rd | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,800 | |
| Children's Mercy Hospital | ||||||||
| 5808 W 110th Street | Overland Park | KS | 66211 | No Relationship | PF | Charitable Operations | $3,935 | |
| Congregations acting for Justice and Empowerment | ||||||||
| PO Box 18172 | Evansville | IN | 47719 | No Relationship | PF | Charitable Operations | $1,500 | |
| Deaconess Hospital Foundation | ||||||||
| 600 Mary Street | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $9,100 | |
| Dream Center | ||||||||
| PO Box 4793 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $20,000 | |
| Easter Seals of Southwestern Indiana | ||||||||
| 3701 Bellemeade Ave | Evansville | IN | 477140137 | No Relationship | PF | Capital Campaign | $105,000 | |
| Equal Opportunity Schools | ||||||||
| 130 Nickerson Street Suite 200 | Seattle | WA | 98109 | No Relationship | PF | Charitable Operations | $7,000 | |
| Evansville African American Museum | ||||||||
| 534-579 Lincoln Ave | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $1,500 | |
| Evansville Catholic Interparochial High Schools | ||||||||
| 4200 N Kentucky Ave | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $16,340 | |
| Evansville Christian Life Center | ||||||||
| 509 S Kentucky Ave | Evansville | IN | 47714 | No Relationship | PF | Capital Campaign | $35,000 | |
| Evansville Day School | ||||||||
| 3400 N Greenriver Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,500 | |
| Evansville Museum of Arts Science | ||||||||
| 411 S E Riverside Dr | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $7,596 | |
| Evansville Parks Foundation | ||||||||
| 6621 Hogue Rd | Evansville | IN | 47712 | No Relationship | PF | Capital Campaign | $2,400 | |
| Evansville Police Department Foundation | ||||||||
| P O Box 3114 | Evansville | IN | 47730 | No Relationship | PF | Charitable Operations | $2,500 | |
| Evansville Zoological Society | ||||||||
| 1545 Mesker Park Drive | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $1,500 | |
| Fitzgibbon Hospital Foundation | ||||||||
| PO Box 250 | Marshall | MO | 65340 | No Relationship | PF | Charitable Operations | $1,460 | |
| Foster Care in the US | ||||||||
| 8114 Burch Park Drive | Evansville | IN | 47725 | No Relationship | PF | Charitable Operations | $1,000 | |
| Foundation for Better Health Inc | ||||||||
| 420 Mulberyy Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $20,000 | |
| Frank Pierce Memorial Fund | ||||||||
| 14017 N County Road 1000 E | Sunman | IN | 47041 | No Relationship | PF | Charitable Operations | $75 | |
| Gods Pit Crew Inc | ||||||||
| 296 Still Springs Rd | Danville | VA | 24541 | No Relationship | PF | Disaster Relief | $2,700 | |
| Good Shepherd Catholic School | ||||||||
| 2301 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $3,000 | |
| Grace Ministries International | ||||||||
| PO Box 9405 | Grand Rapids | MI | 495090405 | No Relationship | PF | Charitable Operations | $500 | |
| Grace of Christ Slavic Baptist Church | ||||||||
| 1014 S Harlen Ave | Evansville | IN | 47710 | No Relationship | PF | Disaster Relief | $200 | |
| Granted | ||||||||
| 4445 Commerce St Suite 108 | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $25,000 | |
| Habitat for Humanity of Evansville | ||||||||
| 1401 N Fares | Evansville | IN | 47711 | No Relationship | PF | Capital Campaign | $52,500 | |
| Habitat for Humanity of Henderson Ky | ||||||||
| PO Box 1071 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $50,000 | |
| HealthNetwork Foundation | ||||||||
| 33 River Street | Chagrin Falls | OH | 44022 | No Relationship | PF | Charitable Operations | $3,000 | |
| Heart of West Michigan United Way | ||||||||
| 118 Commerce Ave SW | Grand Rapids | MI | 49503 | No Relationship | PF | Charitable Operations | $4,744 | |
| Henderson Area Arts Alliance | ||||||||
| P O Box 234 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $5,000 | |
| Henderson County EDC Industrial Foundation | ||||||||
| P O Box 874 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $20,000 | |
| Henderson Lions Club | ||||||||
| P O Box 842 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $500 | |
| Holy Name of Jesus Catholic School | ||||||||
| 511 Second Street | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $2,500 | |
| Holy Spirit Catholic School | ||||||||
| 1760 South Lodge Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $500 | |
| Honor Flight of Southern Indiana | ||||||||
| PO Box 8234 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $3,000 | |
| Hope College | ||||||||
| 141 E 12th St | Holland | MI | 49423 | No Relationship | PF | Charitable Operations | $100 | |
| Indiana Baptist College | ||||||||
| 1301 W County Line Road | Greenwood | IN | 46142 | No Relationship | PF | Capital Campaign | $5,000 | |
| Indiana Right to Life | ||||||||
| 9465 Counselors Row Suite 200 | Indianapolis | IN | 46240 | No Relationship | PF | Charitable Operations | $1,500 | |
| Indiana University | ||||||||
| 601 East Kirkwood Avenue | Bloomington | IN | 47405 | No Relationship | PF | Scholarships | $8,000 | |
| Indiana University Foundation | ||||||||
| P O Box 500 | Bloomington | IN | 47402 | No Relationship | PF | Charitable Operations | $500 | |
| Isaiah 117 House | ||||||||
| PO Box 4193 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $1,230 | |
| IU Foundation Cancer Research | ||||||||
| University Hospital Rm 1730 | Indianapolis | IN | 462025265 | No Relationship | PF | Charitable Operations | $7,500 | |
| IU Health Foundation | ||||||||
| 1633 N Capitol Ave Suite 1200 | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $7,433 | |
| IUPUI | ||||||||
| PO Box 6020 | Indianapolis | IN | 46206 | No Relationship | PF | Scholarships | $2,000 | |
| Ivy Tech Foundation | ||||||||
| 3501 First Avenue | Evansville | IN | 47710 | No Relationship | PF | Capital Campaign | $51,000 | |
| Junior Achievement | ||||||||
| 100 NW 2nd Ave Suite 112 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $11,940 | |
| Junior Achievement - Henderson District | ||||||||
| 1195 Wing Ave | Owensboro | KY | 42303 | No Relationship | PF | Charitable Operations | $6,000 | |
| Juvenile Diabetes Research Foundation | ||||||||
| 120 Wall Street 19th Floor | New York | NY | 10005 | No Relationship | PF | Charitable Operations | $10,000 | |
| Kansas City Hospice Foundation | ||||||||
| 1500 Meadow Lake Pkwy Ste 200 | Kansas City | MO | 64114 | No Relationship | PF | Charitable Operations | $1,050 | |
| Kennedy Krieger Institute | ||||||||
| 707 N Broadway | Baltimore | MD | 21205 | No Relationship | PF | Charitable Operations | $200 | |
| Kentucky Wesleyan College | ||||||||
| 3000 Frederica Street | Owensboro | KY | 42301 | No Relationship | PF | Charitable Operations | $5,000 | |
| Killgoar Foundation | ||||||||
| 1953 Plymouth SE | Grand Rapids | MI | 49506 | No Relationship | PF | Charitable Operations | $5,000 | |
| Koch Family Childrens Museum of Evansville | ||||||||
| P O Box 122 | Evansville | IN | 47701 | No Relationship | PF | Capital Campaign | $329,716 | |
| Lampion Center | ||||||||
| 655 S Hebron Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $2,500 | |
| Marian Educational Outreach | ||||||||
| 520 S Benninghof Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $9,000 | |
| Mater Dei High School | ||||||||
| 1300 Harmony Way | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $7,000 | |
| Mesker Park Zoological Foundation | ||||||||
| 1545 Mesker Park Dr | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $5,000 | |
| Montessori PTO | ||||||||
| 4611 Adams Way | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $2,500 | |
| Navarro County United Way | ||||||||
| PO Box 567 | Corsicana | TX | 75151 | No Relationship | PF | Charitable Operations | $8,786 | |
| Norton Healthcare Foundation | ||||||||
| 224 E Broadway 5th Fl | Louisville | KY | 40202 | No Relationship | PF | Charitable Operations | $3,140 | |
| Olathe Health Charitable Foundation | ||||||||
| 20375 W 151st Street Suite 325 | Olathe | KS | 66061 | No Relationship | PF | Charitable Operations | $2,300 | |
| Ozarks Technical Community College | ||||||||
| 1001 East Chestnut Expressway | Springfield | MO | 65802 | No Relationship | PF | Capital Campaign | $50,000 | |
| Partner Alliance for Safer Schools | ||||||||
| 3950 River Ridge Dr NE | Cedar Rapids | IA | 52402 | No Relationship | PF | Charitable Operations | $5,000 | |
| Patchwork Central | ||||||||
| 100 Washington St | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 | |
| Peace Zone | ||||||||
| 410 Mulberry Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $2,500 | |
| Purdue University | ||||||||
| 610 Purdue Mall | West Lafayette | IN | 479071060 | No Relationship | PF | Scholarships | $12,500 | |
| Purdue University Fort Wayne | ||||||||
| 2101 E Coliseum Blvd | Fort Wayne | IN | 46805 | No Relationship | PF | Scholarships | $2,000 | |
| Purdue University Foundation | ||||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | No Relationship | PF | Charitable Operations | $1,500 | |
| Reitz Home Preservation Society | ||||||||
| P O Box 1322 | Evansville | IN | 477061322 | No Relationship | PF | Charitable Operations | $1,000 | |
| Reitz Memorial Catholic High School | ||||||||
| 1500 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $8,100 | |
| Resurrection Catholic Parish | ||||||||
| 5301 New Harmony Road | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $5,000 | |
| Right to Life of Southwest Indiana | ||||||||
| 20 NW Fourth St Suite 308 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $9,350 | |
| Riley Hospital Foundation | ||||||||
| 30 S Meridian St Suite 200 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $2,000 | |
| Riverview Regional Medical Center | ||||||||
| 600 S Third Street | Gadsden | AL | 35901 | No Relationship | PF | Charitable Operations | $200 | |
| Ronald McDonald Charities | ||||||||
| 3540 Washington Ave | Evansville | IN | 47714 | No Relationship | PF | Capital Campaign | $10,000 | |
| Rotary Club of Evansville | ||||||||
| PO Box 1131 | Evansville | IN | 47706 | No Relationship | PF | Charitable Operations | $1,000 | |
| Sandersville Elementary | ||||||||
| 3025 Sandersville Rd | Lexington | KY | 40511 | No Relationship | PF | Charitable Operations | $30 | |
| Santa Claus Museum | ||||||||
| PO Box 1 | Santa Claus | IN | 47579 | No Relationship | PF | Charitable Operations | $1,200 | |
| Scholarship America | ||||||||
| PO Box 772514 | Detroit | MI | 482772514 | No Relationship | PF | Scholarships | $4,033 | |
| Sheffield Place | ||||||||
| 6604 East 12th Street | Kansas City | MO | 64126 | No Relationship | PF | Charitable Operations | $1,500 | |
| Signature School Foundation | ||||||||
| 610 Main Street | Evansville | IN | 47708 | No Relationship | PF | Capital Campaign | $59,400 | |
| Siskin Rehabilitation Center | ||||||||
| 529 Oak Street | Chattanooga | TN | 37403 | No Relationship | PF | Charitable Operations | $3,500 | |
| Sisters of St Benedict | ||||||||
| 802 East 10th Street | Ferdinand | IN | 475329239 | No Relationship | PF | Charitable Operations | $50,000 | |
| St Alphonsus Liguori Roman Catholic Church | ||||||||
| 1870 W Oak St | Zionsville | IN | 46077 | No Relationship | PF | Charitable Operations | $4,000 | |
| St Benedict Church | ||||||||
| 1328 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $3,500 | |
| St Marys Catholic Church | ||||||||
| 613 Cherry Street | Evansville | IN | 47713 | No Relationship | PF | Capital Campaign | $25,000 | |
| The Literacy Center | ||||||||
| 3411A First Ave | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $1,000 | |
| The Nature Conservancy-Indiana Chapter | ||||||||
| 620 East Ohio Street | Indianapolis | IN | 462023811 | No Relationship | PF | Capital Campaign | $50,000 | |
| The United Caring Services | ||||||||
| 324 NW Sixth Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $1,000 | |
| The Way of Rockport | ||||||||
| 317 Main Street PO Box 506 | Rockport | IN | 476350506 | No Relationship | PF | Charitable Operations | $5,000 | |
| United Way of Bluegrass | ||||||||
| 100 Midland Ave 300 | Lexington | KY | 40508 | No Relationship | PF | Charitable Operations | $260 | |
| United Way of Central Indiana | ||||||||
| P O Box 88409 | Indianapolis | IN | 46208 | No Relationship | PF | Charitable Operations | $1,430 | |
| United Way of Greater Kansas City | ||||||||
| 801 W 47th Street Suite 500 | Kansas City | MO | 64112 | No Relationship | PF | Charitable Operations | $520 | |
| United Way of Henderson County | ||||||||
| P O Box 1097 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $92,526 | |
| United Way of Louisville KY | ||||||||
| P O Box 4488 | Louisville | KY | 402040488 | No Relationship | PF | Charitable Operations | $38,040 | |
| United Way of Metro Atlanta | ||||||||
| 275 Pryor Street Southwest | Atlanta | GA | 30303 | No Relationship | PF | Charitable Operations | $2,790 | |
| United Way of Metro Nashville | ||||||||
| 250 Venture Circle | Nashville | TN | 37228 | No Relationship | PF | Charitable Operations | $420 | |
| United Way of Morgan County | ||||||||
| P O Box 1058 | Decatur | AL | 35602 | No Relationship | PF | Charitable Operations | $2,339 | |
| United Way of Natrona County | ||||||||
| P O Box 2046 | Casper | WY | 82602 | No Relationship | PF | Charitable Operations | $716 | |
| United Way of Southeastern Michigan | ||||||||
| 3011 W Grand Blvd 500 | Detroit | MI | 48202 | No Relationship | PF | Charitable Operations | $600 | |
| United Way of Southern KY Tornado Fund | ||||||||
| PO Box 3330 | Bowling Green | KY | 421023330 | No Relationship | PF | Disaster Relief | $35,000 | |
| United Way of Southern West Virginia | ||||||||
| PO Box 5456 | Beckley | WV | 258017506 | No Relationship | PF | Charitable Operations | $1,820 | |
| University of Evansville | ||||||||
| 1800 Lincoln Avenue | Evansville | IN | 47722 | No Relationship | PF | Capital Campaign | $601,000 | |
| University of Kentucky | ||||||||
| 128 Funkhouser Bldg | Lexington | KY | 40506 | No Relationship | PF | Scholarships | $6,000 | |
| University of Louisville | ||||||||
| 2211 South Brook Street | Louisville | KY | 40208 | No Relationship | PF | Scholarships | $4,000 | |
| University of Michigan | ||||||||
| 515 East Jefferson St Suite 2500 | Ann Arbor | MI | 481091316 | No Relationship | PF | Scholarships | $4,000 | |
| University of Notre Dame | ||||||||
| 1100 Grace Hall | Notre Dame | IN | 465565612 | No Relationship | PF | Charitable Operations | $1,000 | |
| USI Foundation | ||||||||
| 8600 University Blvd | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $2,350 | |
| Wesselman Woods Nature Preserve | ||||||||
| 551 North Boeke Rd | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $5,000 | |
| Western Kentucky University | ||||||||
| 1 Big Red Way | Bowling Green | KY | 42101 | No Relationship | PF | Scholarships | $4,000 | |
| Whitfield Healthcare Foundation | ||||||||
| PO Box 1168 | Dalton | GA | 30722 | No Relationship | PF | Charitable Operations | $1,100 | |
| Williamson Medical Center Foundation | ||||||||
| 4321 Carothers Parkway Suite 603 | Franklin | TN | 37067 | No Relationship | PF | Charitable Operations | $1,500 | |
| YMCA of Southwestern Indiana | ||||||||
| 222 NW 6th St | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $5,000 | |
| Young Life of Evansville | ||||||||
| PO Box 4375 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $1,500 | |
| Young Life of Newburgh | ||||||||
| 5088 S Plaza Drive | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,200 | |
| YWCA | ||||||||
| 118 Vine Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $5,000 | |
| Ascension St Vincent Foundation | ||||||||
| 3700 Washington Ave | Evansville | IN | 47750 | No Relationship | PC | Charitable Operations | $2,570 | |
| Evansville ARC Foundation | ||||||||
| 615 West Virginia Street | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $2,500 | PO Box 4089 |
| Evansville Philharmonic Orchestra | ||||||||
| PO box 84 | Evansville | IN | 47701 | No Relationship | PC | Charitable Operations | $28,750 | |
| EVSC Foundation | ||||||||
| 951 Walnut Street | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $13,000 | |
| Keep Evansville Beautiful | ||||||||
| 223 Main St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $2,000 | |
| Mass AS Blind Visually Impaired | ||||||||
| 200 Ivy Street | Brookline | MA | 02446 | No Relationship | PC | Charitable Operations | $1,000 | |
| National Kidney Foundation Inc | ||||||||
| 1001 Craig Road | St Louis | MO | 63146 | No Relationship | PC | Charitable Operations | $1,000 | Suite 480 |
| St John the Baptist School | ||||||||
| 625 Frame Rd | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $4,492 | |
| St Meinrad Archabbey Theology | ||||||||
| 200 Hill Drive | St Meinrad | IN | 47577 | No Relationship | PC | Capital Campaign | $100,000 | |
| St Timothy Catholic School | ||||||||
| 10272 US Hwy 42 | Union | KY | 41091 | No Relationship | PC | Charitable Operations | $2,500 | |
| St Alphonsus Liguori Roman Catholic | ||||||||
| 1870 W Oak Street | Union | KY | 41091 | No Relationship | PC | Charitable Operations | $4,000 | |
| Susan G Komen Breast Cancer Found | ||||||||
| 5005 LBJ Freeway | Dallas | TX | 75244 | No Relationship | PC | Charitable Operations | $2,500 | Suite 370 |
| United Way of Greater St Louis | ||||||||
| PO Box 14507 | St Louis | MO | 63178 | No Relationship | PC | Charitable Operations | $5,075 | |
| United Way of Southwestern IN | ||||||||
| 210 Locust St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $196,169 | |
| Youth First Foundation Inc | ||||||||
| 401 SE Sixth St | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,640,665 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $928,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,009 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,117,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,117,506 | TotalIncomeProducingActyAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds | BondNm |
| EOY Book Value | $2,109,164 | EOYBookValueAmt |
| EOYFMV | $2,016,062 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $33,673,085 | EOYBookValueAmt |
| EOYFMV | $47,115,231 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjusted book value to actual based on investment statements | $604,550 |
| Unrealized Gain | $2,887 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $74,676 | Amt |
| Net Investment Income | $74,676 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $39,942 | Amt |
| Net Investment Income | $39,942 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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