CHARLES KOCH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KOCH FOUNDATION (EIN 48-0918408)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349104183
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:16:35+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672066601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480918408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Koch Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5712906811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 Wilson Blvd Suite 800 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRICH HEUER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5712906811 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRICH | PersonFirstNm |
| Person Last | HEUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNELL LINOT | PreparerPersonNm |
| PTIN | P01663908 | PTIN |
| Phone | 3162652811 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $793,723,219 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $263,498 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,532 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,532 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $21,887,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$617,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,585,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,585,913 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $856,458 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,334,572 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $572,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,878,905 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $579,873 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $579,873 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,738,979 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,708,954 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $250,854 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $278,497 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $532 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $532 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,708 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,204 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,833 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $319,229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $319,229 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,422 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16,800,922 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,690,803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $304,664 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $283,502 | 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 |
| Trav Conf Meeting Rev And Expnss | $851,336 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $839,319 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,520 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,520 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $188,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,597,451 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $194,982 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,675,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,707,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,250,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,636,279 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,831,279 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,311,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,707,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,081,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,738,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,171,664 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,605 | CashBOYAmt |
| Cash EOY | $48,245 | CashEOYAmt |
| Cash EOYFMV | $48,245 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $91,610,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,326,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,326,740 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $682,868 | AcctRcvblAmt |
| Acct Rcvbl BOY | $492 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $682,868 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $682,868 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,957,256 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,169,443 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,169,443 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,840,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,450,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,840,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,840,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $717,686,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $738,655,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $738,655,923 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $813,753,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,723,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $793,723,219 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,486,037 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,345,102 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $305,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,625,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,986,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,275,102 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $806,767,183 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $789,448,117 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $806,767,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $789,448,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,753,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,723,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $806,767,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,738,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,419,708 | OtherIncreasesAmt |
| Subtotal | $789,448,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $789,448,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT CAPITAL GAIN | PropertyDesc |
| Gross Sales Price | $63,585,913 | GrossSalesPriceAmt |
| Gain Or Loss | $63,585,913 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $63,585,913 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,585,913 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $961,486 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $961,486 | SubtotalAmt |
| Tax Based On Investment Income | $961,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,815,390 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,815,390 | TotalPaymentsAndCreditsAmt |
| Overpayment | $853,904 | OverpaymentAmt |
| Applied To ES Tax | $853,904 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CHARLESKOCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HENRICH HEUER | IndividualWithBooksNm |
| Phone | 5712906811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES CHASE KOCH | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIRECTOR/VICE CHAIRMAN | 1.000 | $0 | $0 | $0 |
| ELIZABETH B KOCH | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| CHARLES G KOCH | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIRECTOR/CHAIRMAN | 1.000 | $0 | $0 | $0 |
| DALE GIBBENS | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| DAVE ROBERTSON | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| BRIAN HOOKS | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| BRIAN MENKES | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | SECRETARY | 1.000 | $0 | $0 | $0 |
| RYAN STOWERS | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | EXECUTIVE DIRECTOR | 50.000 | $368,750 | $48,525 | $0 |
| KARA HARTNETT | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | TREASURER | 1.000 | $0 | $0 | $0 |
| JONATHAN FRANKLIN | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | CHIEF OPERATING OFFICER | 50.000 | $266,684 | $39,426 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRETT HINKEY | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIR, PARTNERSHIPS | 50.000 | $248,030 | $44,486 | $0 |
| STEPHEN SWEET | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | SR PROGRAM OFFICER | 50.000 | $181,321 | $39,514 | $0 |
| BRENNAN BROWN | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIR, PARTNERSHIP DEV | 50.000 | $209,129 | $41,665 | $0 |
| ALLISON KASIC | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | VICE PRESIDENT | 50.000 | $221,127 | $32,220 | $0 |
| ANDREW TONSING | ||||||||
| 4201 Wilson Blvd | Arlington | VA | 22203 | DIR, POSTSECOND ED | 50.000 | $197,080 | $35,800 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 22 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| SHRM Foundation | ||||||
| PO Box 79482 | Baltimore | MD | 21279 | Sponsorship | $250,000 | |
| Common Group LLC | ||||||
| 1853 Webster St | San Francisco | CA | 94115 | Research services | $233,900 | |
| Edelman | ||||||
| 200 E Randolph Dr | Chicago | IL | 60601 | Media services | $105,750 | Floor 63 |
| GSV Summit LLC | ||||||
| 875 N Michigan Avenue | Chicago | IL | 60611 | Research services | $55,000 | Suite 3520 |
| The Hanover Research Council LLC | ||||||
| 4401 Wilson Blvd | Arlington | VA | 22203 | Research services | $52,798 | 9th Floord |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,575,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $719,886,216 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $776,461,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $776,461,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,646,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $764,814,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,240,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,240,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $961,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $961,486 | TotalTaxAmt |
| Distributable Before Adj | $37,279,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $468,172 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,747,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,747,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,081,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $69,081,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,747,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,163,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,068,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,313,380 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,520,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,742,273 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $407,807,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,081,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,747,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,334,096 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $439,141,764 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $61,163,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $377,978,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,068,230 | ExcessFromYear4Amt |
| Excess From Year3 | $112,313,380 | ExcessFromYear3Amt |
| Excess From Year2 | $76,520,082 | ExcessFromYear2Amt |
| Excess From Year1 | $66,742,273 | ExcessFromYear1Amt |
| Excess From Current Year | $31,334,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES G KOCH DIRECTOR AND CHMN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES KOCH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5712906811 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanderbilt University | |||||||||||||
| 90 230 Appleton Pl | Nashville | TN | 372035701 | NONE | PC | General operating support | $75,000 | ||||||
| Christopher Newport University Education Foundation | |||||||||||||
| 1 Avenue of the Arts | Newport News | VA | 23606 | NONE | PC | General operating support | $45,000 | ||||||
| Hampden-Sydney College | |||||||||||||
| 1 College Road | Hampden Sydney | VA | 23943 | NONE | PC | General operating support | $23,000 | ||||||
| Defense Priorities Foundation | |||||||||||||
| 1 Thomas Circle NW Suite 700 | Washington | DC | 20005 | NONE | PC | Educational Programs | $24,000 | ||||||
| Chapman University | |||||||||||||
| 1 University Dr | Orange | CA | 92866 | NONE | PC | General operating support | $1,930,000 | ||||||
| West Virginia University Foundation | |||||||||||||
| 1 Waterfront Place 7th Floor | Morgantown | WV | 26507 | NONE | PC | General operating support | $1,085,000 | ||||||
| Council on Adult and Experiential Learning | |||||||||||||
| 10 West Market Street | Indianapolis | IN | 46204 | NONE | PC | General operating support | $406,500 | ||||||
| Grove City College | |||||||||||||
| 100 Campus Dr | Grove City | PA | 16127 | NONE | PC | General operating support | $49,500 | ||||||
| Northern Kentucky University Foundation | |||||||||||||
| 100 Nunn Drive LAC Suite 822 | Highland Heights | KY | 41099 | NONE | PC | General operating support | $34,000 | ||||||
| St Anselm College | |||||||||||||
| 100 Saint Anselm Dr | Manchester | NH | 03102 | NONE | PC | General operating support | $185,000 | ||||||
| Cato Institute | |||||||||||||
| 1000 Massachusetts Avenue NW | Washington | DC | 20001 | NONE | PC | Educational Programs | $34,285 | ||||||
| Regent University | |||||||||||||
| 1000 Regent University Dr | Virginia Beach | VA | 234649800 | NONE | PC | General operating support | $12,500 | ||||||
| Make Safe Tech | |||||||||||||
| 1003 Harvey Rd Suite 200 | College Station | TX | 77840 | NONE | PC | Educational Programs | $6,000 | ||||||
| University of Kentucky | |||||||||||||
| 101 Main Building | Lexington | KY | 40506 | NONE | GOV | General operating support | $892,144 | ||||||
| University of Nebraska Foundation | |||||||||||||
| 1010 Lincoln Mall | Lincoln | NE | 68508 | NONE | PC | General operating support | $452,178 | ||||||
| Rivet School | |||||||||||||
| 1015 Macdonald Ave | Richmond | CA | 94801 | NONE | PC | General operating support | $28,500 | ||||||
| Center for the National Interest | |||||||||||||
| 1025 Connecticut Avenue NW Suite 12 | Washington | DC | 20036 | NONE | PC | Educational Programs | $13,741 | 00 | |||||
| University of Wisconsin- Eau Claire Foundation | |||||||||||||
| 105 Garfield Ave | Eau Claire | WI | 54701 | NONE | PC | General operating support | $76,000 | ||||||
| R Street Institute | |||||||||||||
| 1050 17th Street NW Suite 1150 | Washington | DC | 20036 | NONE | PC | Educational Programs | $7,117 | ||||||
| Fairfield University | |||||||||||||
| 1073 North Benson Roa | Fairfield | CT | 06824 | NONE | PC | General operating support | $15,000 | ||||||
| Lee University | |||||||||||||
| 1120 N Ocoee St | Cleveland | TN | 37320 | NONE | PC | General operating support | $31,000 | ||||||
| Troy University Foundation | |||||||||||||
| 1120 Us Hwy 231 | Troy | AL | 36082 | NONE | PC | General operating support | $110,000 | ||||||
| Education Design Lab | |||||||||||||
| 1200 18th St NW Suite 710 | Washington | DC | 20036 | NONE | PC | General operating support | $342,000 | ||||||
| Georgetown University | |||||||||||||
| 1200 WESTLAKE AVE N Suite 704 | Seattle | WA | 98109 | NONE | PC | General operating support | $71,547 | ||||||
| Atlas Network | |||||||||||||
| 1201 L Street NW 2nd Floor | Washington | DC | 20005 | NONE | PC | Educational Programs | $8,358 | ||||||
| mikeroweWORKS Foundation | |||||||||||||
| 1207 4th St PH 3 | Santa Monica | CA | 90401 | NONE | PC | General operating support | $125,000 | ||||||
| Army War College Foundation | |||||||||||||
| 122 Forbes Avenue | Carlisle | PA | 170135234 | NONE | PC | General operating support | $15,000 | ||||||
| New Civil Liberties Alliance | |||||||||||||
| 1225 19th Street NW Suite 450 | Washington | DC | 20036 | NONE | PC | Educational Programs | $7,880 | ||||||
| North Dakota State University Foundation and Alumni Association | |||||||||||||
| 1241 North University Drive | Fargo | ND | 58102 | NONE | PC | General operating support | $118,000 | ||||||
| University of Miami | |||||||||||||
| 1306 Stanford Dr | Coral Gables | FL | 331246930 | NONE | PC | General operating support | $12,000 | ||||||
| Bridgewater State University | |||||||||||||
| 131 Summer St | Bridgewater | MA | 02325 | NONE | GOV | General operating support | $11,850 | ||||||
| Eurasia Group Foundation | |||||||||||||
| 1320 N Courthouse Road Suite 500 | Arlington | VA | 22201 | NONE | PC | Educational Programs | $5,750 | ||||||
| John Quincy Adams Society | |||||||||||||
| 1320 N Courthouse Road Suite 500 | Arlington | VA | 22201 | NONE | PC | Educational Programs | $10,625 | ||||||
| TechFreedom | |||||||||||||
| 1320 N Courthouse Road Suite 500 | Arlington | VA | 22201 | NONE | PC | Educational Programs | $23,038 | ||||||
| AdvanceEDU | |||||||||||||
| 1391 Speer Blvd | Denver | CO | 80204 | NONE | PC | General operating support | $250,000 | ||||||
| Competency-Based Education Network Inc | |||||||||||||
| 1417 Hanson Drive | Franklin | TN | 37067 | NONE | PC | General operating support | $65,000 | ||||||
| Ohio State University Foundation | |||||||||||||
| 1480 West Lane Avenue | Columbus | OH | 43221 | NONE | PC | General operating support | $375,000 | ||||||
| Boston College | |||||||||||||
| 15 Highland St | Weston | MA | 02493 | NONE | PC | General operating support | $25,000 | ||||||
| Claremont Graduate University | |||||||||||||
| 150 E 10th St | Claremont | CA | 91711 | NONE | PC | General operating support | $667,420 | ||||||
| Mercer University | |||||||||||||
| 1501 Mercer University Drive | Macon | GA | 31207 | NONE | PC | General operating support | $18,588 | ||||||
| Metropolitan State University Denver Foundation | |||||||||||||
| 1512 Larimer Street Suite 900 Campu | Denver | CO | 802178424 | NONE | PC | General operating support | $12,500 | s Box 14 PO Box 173362 | |||||
| Ohio State University | |||||||||||||
| 154 W 12th Ave | Columbus | OH | 43210 | NONE | GOV | General operating support | $28,200 | ||||||
| TGR Foundation | |||||||||||||
| 15440 Laguna Canyon Road | Irvine | CA | 92618 | NONE | PC | General operating support | $370,000 | ||||||
| Clemson University Foundation | |||||||||||||
| 155 Old Greenville Hwy Suite 105 | Clemson | SC | 29631 | NONE | PC | General operating support | $367,658 | ||||||
| Southwest Baptist University | |||||||||||||
| 1600 University Ave | Bolivar | MO | 65613 | NONE | PC | General operating support | $16,820 | ||||||
| US Chamber of Commerce Foundation | |||||||||||||
| 1615 H St NW | Washington | DC | 20062 | NONE | PC | General operating support | $1,923,500 | ||||||
| University of Chicago | |||||||||||||
| 1643 W Berwyn | Chicago | IL | 60640 | NONE | PC | General operating support | $400,000 | ||||||
| NACDL Foundation for Criminal Justice | |||||||||||||
| 1660 L Street NW 12th Floor | Washington | DC | 20036 | NONE | PC | Educational Programs | $14,000 | ||||||
| Society for Human Resource Management Foundation | |||||||||||||
| 1800 Duke Street | Alexandria | VA | 22314 | NONE | PC | General operating support | $410,000 | ||||||
| United Negro College Fund Inc | |||||||||||||
| 1805 7th Street NW | Washington | DC | 20001 | NONE | PC | General operating support | $1,703,301 | ||||||
| Wichita State University Foundation | |||||||||||||
| 1845 Fairmount Campus Box 2 | Wichita | KS | 67260 | NONE | PC | General operating support | $1,312,000 | ||||||
| University of Wisconsin Foundation | |||||||||||||
| 1848 University Avenue | Madison | WI | 537264090 | NONE | PC | General operating support | $328,312 | ||||||
| New York University | |||||||||||||
| 19 W 4th St | New York | NY | 10012 | NONE | PC | General operating support | $3,041,680 | ||||||
| Think Freely Media | |||||||||||||
| 190 S LaSalle St Suite 1500 | Chicago | IL | 60603 | NONE | PC | Educational Programs | $4,462 | ||||||
| Skills For Chicagoland's Future | |||||||||||||
| 191 N Wacker Dr Suite 1150 | Chicago | IL | 60606 | NONE | PC | General operating support | $250,000 | ||||||
| Cairn University | |||||||||||||
| 200 Manor Avenue | Langhorne | PA | 19047 | NONE | PC | General operating support | $60,000 | ||||||
| College of New Jersey Foundation | |||||||||||||
| 2000 Pennington Rd | Ewing | NJ | 086280718 | NONE | PC | General operating support | $6,500 | ||||||
| Quincy Institute for Responsible Statecraft | |||||||||||||
| 2000 Pennsylvania Ave NW 7000 | Washington | DC | 20006 | NONE | PC | Educational Programs | $14,367 | ||||||
| Emory University | |||||||||||||
| 201 Dowman Dr | Atlanta | GA | 30322 | NONE | PC | General operating support | $90,000 | ||||||
| University of Utah | |||||||||||||
| 201 S Presidents Circle Rm 411 | Salt Lake City | UT | 84112 | NONE | PC | General operating support | $30,000 | ||||||
| Clemson University | |||||||||||||
| 201 Sikes Hall | Clemson | SC | 296341301 | NONE | GOV | General operating support | $315,000 | ||||||
| Florida State University Foundation | |||||||||||||
| 2010 Levy Avenue B-300 PO Box 30627 | Tallahassee | FL | 323062739 | NONE | PC | General operating support | $190,800 | 39 | |||||
| University of Texas at Austin | |||||||||||||
| 2110 Speedway Mail Stop B6006 GSB 5 | Austin | TX | 78712 | NONE | GOV | General operating support | $49,000 | 175J | |||||
| VELA Education Fund | |||||||||||||
| 2200 Wilson Blvd 162 | Arlington | VA | 22201 | NONE | PC | General operating support | $300,000 | ||||||
| Roanoke College | |||||||||||||
| 221 College Ln | Salem | VA | 24153 | NONE | PC | General operating support | $1,200 | ||||||
| University of Louisville Research Foundation | |||||||||||||
| 2215 S Brook St | Louisville | KY | 40208 | NONE | PC | General operating support | $15,000 | ||||||
| Kansas State University Foundation | |||||||||||||
| 2323 Anderson Ave Suite 500 | Manhattan | KS | 66502 | NONE | PC | General operating support | $550,000 | ||||||
| Texas A&M Foundation | |||||||||||||
| 241 Wisenbaker Engineering Research | College Station | TX | 778433126 | NONE | PC | General operating support | $983,116 | ||||||
| Princeton University | |||||||||||||
| 244 Corwin Hall | Princeton | NJ | 08544 | NONE | PC | General operating support | $5,210 | ||||||
| West Texas A&M University | |||||||||||||
| 2501 4th Avenue | Canyon | TX | 79016 | NONE | GOV | General operating support | $5,000 | ||||||
| Cedarville University | |||||||||||||
| 251 N Main St | Cedarville | OH | 45314 | NONE | PC | General operating support | $22,500 | ||||||
| Malone University | |||||||||||||
| 2600 Cleveland Ave NW | Canton | OH | 44709 | NONE | PC | General operating support | $14,350 | ||||||
| North Carolina State University | |||||||||||||
| 2801 Founders Dr 4102 Nelson Hall | Raleigh | NC | 276957229 | NONE | GOV | General operating support | $19,000 | ||||||
| Saint Vincent College | |||||||||||||
| 300 Fraser Purchase Rd | Latrobe | PA | 15650 | NONE | PC | General operating support | $30,000 | ||||||
| University of New Haven | |||||||||||||
| 300 Orange Ave | West Haven | CT | 065161916 | NONE | PC | General operating support | $26,500 | ||||||
| Washington College | |||||||||||||
| 300 Washington Ave | Chestertown | MD | 21620 | NONE | PC | General operating support | $39,750 | ||||||
| Indiana University Foundation | |||||||||||||
| 301 University Boulevard Suite 1031 | Indianapolis | IN | 46202 | NONE | PC | General operating support | $1,010,834 | ||||||
| Montana State University | |||||||||||||
| 307D Linfield Hall | Bozeman | MT | 597170292 | NONE | GOV | General operating support | $359,495 | ||||||
| Anderson University (SC) | |||||||||||||
| 316 Boulevard | Anderson | SC | 29621 | NONE | PC | General operating support | $8,100 | ||||||
| University of Rochester | |||||||||||||
| 317 Lattimore Hall PO Box 270401 | Rochester | NY | 146270401 | NONE | PC | General operating support | $40,000 | ||||||
| North Park University | |||||||||||||
| 3225 W Foster Ave | Chicago | IL | 60625 | NONE | PC | General operating support | $21,000 | ||||||
| Hillsdale College | |||||||||||||
| 33 E College St | Hillsdale | MI | 49242 | NONE | PC | General operating support | $55,000 | ||||||
| Stevens Institute of Technology | |||||||||||||
| 330 Morton Hall | Hoboken | NJ | 07030 | NONE | PC | General operating support | $104,000 | ||||||
| Bowling Green State University | |||||||||||||
| 333 Shatzel Hall | Bowling Green | OH | 434030001 | NONE | GOV | General operating support | $305,000 | ||||||
| Kennesaw State University Foundation Inc | |||||||||||||
| 3391 Town Point Drive Suite 4530/Ma | Kennesaw | GA | 30144 | NONE | PC | General operating support | $465,667 | il drop 9101 | |||||
| Cornell University | |||||||||||||
| 341 Pine Tree Road | Ithaca | NY | 14850 | NONE | PC | General operating support | $480,320 | ||||||
| Institute for Humane Studies | |||||||||||||
| 3434 Washington Blvd MS 1C5 | Arlington | VA | 22201 | NONE | PC | General operating support | $5,500,000 | ||||||
| Institute for Humane Studies | |||||||||||||
| 3434 Washington Blvd MS 1C5 | Arlington | VA | 22201 | NONE | PC | General operating support | $410,000 | ||||||
| University of Pennsylvania | |||||||||||||
| 3451 Walnut St | Wynnewood | PA | 19104 | NONE | PC | General operating support | $303,902 | ||||||
| Johns Hopkins University | |||||||||||||
| 347 Gilman Hall | Baltimore | MD | 21218 | NONE | PC | General operating support | $817,012 | ||||||
| Center for Growth and Opportunity | |||||||||||||
| 3525 Old Main Hall | Logan | UT | 84322 | NONE | PC | General operating support | $625,000 | ||||||
| Northeastern University | |||||||||||||
| 360 Huntington Avenue | Boston | MA | 02115 | NONE | PC | General operating support | $25,000 | ||||||
| Brigid's Path | |||||||||||||
| 3601 South Dixie Drive | Kettering | OH | 45439 | NONE | PC | Educational Programs | $5,000 | ||||||
| University of Southern California | |||||||||||||
| 3670 Trousdale Parkway Ste 308 Brg | Los Angeles | CA | 900890071 | NONE | PC | General operating support | $1,815,425 | Hall - 308 Mc-0804 | |||||
| Xavier University | |||||||||||||
| 3800 Victory Pkwy | Cincinnati | OH | 45207 | NONE | PC | General operating support | $100,000 | ||||||
| Louisiana State University Foundation | |||||||||||||
| 3838 West Lakeshore Drive | Baton Rouge | LA | 70808 | NONE | PC | General operating support | $727,500 | ||||||
| Scholars at Risk Network | |||||||||||||
| 411 Lafayette St 3rd Floor | New York | NY | 10003 | NONE | PC | General operating support | $300,000 | ||||||
| University of Maryland - College Park | |||||||||||||
| 4113 Van Munching Hall | College Park | MD | 20742 | NONE | GOV | General operating support | $72,602 | ||||||
| George Mason University Foundation | |||||||||||||
| 4400 University Drive MS 2E1 | Fairfax | VA | 22030 | NONE | PC | General operating support | $2,299,072 | ||||||
| Emergent Order Foundation Inc | |||||||||||||
| 4450 Frontier Trail | Austin | TX | 78745 | NONE | PC | Educational Programs | $17,000 | ||||||
| Stanford University | |||||||||||||
| 450 Serra Mall | Stanford | CA | 94305 | NONE | PC | General operating support | $1,127,089 | ||||||
| University of Maryland College Park Foundation | |||||||||||||
| 4603 Calvert Road | College Park | MD | 20740 | NONE | PC | General operating support | $413,000 | ||||||
| Jobs for the Future | |||||||||||||
| 50 Milk Street 17th Floor | Boston | MA | 02110 | NONE | PC | General operating support | $600,000 | ||||||
| Santa Clara University | |||||||||||||
| 500 El Camino Real | Santa Clara | CA | 950530385 | NONE | PC | General operating support | $90,000 | ||||||
| Susquehanna University | |||||||||||||
| 514 University Avenue | Selinsgrove | PA | 17870 | NONE | PC | General operating support | $11,740 | ||||||
| University of Nebraska - Lincoln | |||||||||||||
| 518 S 118th St | Lincoln | NE | 68154 | NONE | PC | General operating support | $5,000 | ||||||
| SkillUp Coalition | |||||||||||||
| 548 Market St | San Francisco | CA | 94104 | NONE | PC | Educational Programs | $5,000 | ||||||
| Lake Forest College | |||||||||||||
| 555 N Sheridan Rd | Lake Forest | IL | 60045 | NONE | PC | General operating support | $25,755 | ||||||
| Reason Foundation | |||||||||||||
| 5737 Mesmer Avenue | Los Angeles | CA | 90230 | NONE | PC | Educational Programs | $4,038 | ||||||
| Duquesne University | |||||||||||||
| 600 Forbes Ave | Pittsburgh | PA | 15282 | NONE | PC | General operating support | $15,000 | ||||||
| Rice University | |||||||||||||
| 6100 Main Street MS-375 | Houston | TX | 77005 | NONE | PC | General operating support | $579,000 | ||||||
| Catholic University of America | |||||||||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | NONE | PC | General operating support | $1,575,784 | ||||||
| Northwestern University | |||||||||||||
| 633 Clark Street | Evanston | IL | 60208 | NONE | PC | General operating support | $5,000 | ||||||
| Loyola University - New Orleans | |||||||||||||
| 6363 St Charles Ave | New Orleans | LA | 70118 | NONE | PC | General operating support | $20,400 | ||||||
| College of Charleston Foundation | |||||||||||||
| 66 George Street | Charleston | SC | 29424 | NONE | PC | General operating support | $21,400 | ||||||
| University of Oklahoma | |||||||||||||
| 660 Parrington Oval Rm 110 | Norman | OK | 730190390 | NONE | GOV | General operating support | $80,000 | ||||||
| Baylor University | |||||||||||||
| 700 S University Parks Suite 670 | Waco | TX | 76706 | NONE | PC | General operating support | $174,500 | ||||||
| Merit America | |||||||||||||
| 712 H Street NE Suite 1560 | Washington | DC | 200023627 | NONE | PC | General operating support | $2,000,000 | ||||||
| The Last Mile | |||||||||||||
| 717 Market Street Suite 100 | San Francisco | CA | 94103 | NONE | PC | Educational Programs | $796 | ||||||
| University of Notre Dame | |||||||||||||
| 724 Grace Hall | Notre Dame | IN | 46556 | NONE | PC | General operating support | $1,562,408 | ||||||
| Massachusetts Institute of Technology | |||||||||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | NONE | PC | General operating support | $130,000 | ||||||
| Villanova University | |||||||||||||
| 800 Lancaster Avenue | Villanova | PA | 190851699 | NONE | PC | General operating support | $225,000 | ||||||
| Utah Valley University | |||||||||||||
| 800 W University Pkwy | Orem | UT | 84058 | NONE | PC | General operating support | $150,000 | ||||||
| Per Scholas Inc | |||||||||||||
| 804 East 138th Street | Bronx | NY | 10454 | NONE | PC | General operating support | $650,000 | ||||||
| Miami University | |||||||||||||
| 804 S Elm St Apt 6 | Oxford | OH | 45056 | NONE | PC | General operating support | $264,736 | ||||||
| Duke University | |||||||||||||
| 81 Beverly Dr | Durham | NC | 27707 | NONE | PC | General operating support | $2,285,841 | ||||||
| Make it Movement | |||||||||||||
| 828 W 6th Street | Austin | TX | 78703 | NONE | PC | General operating support | $50,000 | ||||||
| McGill University | |||||||||||||
| NONE | PC | General operating support | $13,000 | 855 Sherbrooke St W | Montreal | QC | CA | H3A2T7 | |||||
| Azusa Pacific University | |||||||||||||
| 901 E Alosta Ave PO Box 7000 | Azusa | CA | 917027000 | NONE | PC | General operating support | $22,000 | ||||||
| Harvard University | |||||||||||||
| 95 Dunster Street | Cambridge | MA | 02138 | NONE | PC | General operating support | $1,075,217 | ||||||
| University of California - San Diego | |||||||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | NONE | PC | General operating support | $484,665 | ||||||
| The George Washington University | |||||||||||||
| C/O Tax Department 45155 Research P | Ashburn | VA | 20147 | NONE | PC | Educational Programs | $292,534 | STE 260 | |||||
| Syracuse University | |||||||||||||
| Center for Policy Research 426 Egg | Syracuse | NY | 132441090 | NONE | PC | General operating support | $25,000 | ||||||
| University of Arizona | |||||||||||||
| Center for the Philosophy of Freedo | Tucson | AZ | 85721 | NONE | GOV | General operating support | $260,000 | 845 N Park Ave Suite 280 | |||||
| Pomona College | |||||||||||||
| Claremont | Claremont | CA | 91711 | NONE | PC | General operating support | $14,859 | ||||||
| Dartmouth College | |||||||||||||
| Dartmouth College | Hanover | NH | 03755 | NONE | PC | General operating support | $841,833 | ||||||
| Embry-Riddle Aeronautical University | |||||||||||||
| Daytona Beach | Daytona Beach | FL | 32114 | NONE | PC | General operating support | $13,656 | ||||||
| Utah State University | |||||||||||||
| Foundation 3500 Old Main Hill | Logan | UT | 84322 | NONE | PC | General operating support | $2,500,000 | ||||||
| King's College - London | |||||||||||||
| NONE | NC | General operating support | $5,000 | Kings College London | Strand | GB | UK | WC2R2LS | |||||
| Ottawa University | |||||||||||||
| Lawrence | Lawrence | KS | 66067 | NONE | PC | General operating support | $100,000 | ||||||
| Let Grow | |||||||||||||
| Let Grow Inc 228 Park Ave S Suite 7 | New York | NY | 10003 | NONE | PC | General operating support | $250,000 | 7212 | |||||
| Texas Tech Foundation | |||||||||||||
| Office of Corporations and Foundati | Lubbock | TX | 794095025 | NONE | PC | General operating support | $5,845 | PO Box 45025 | |||||
| College of the Holy Cross | |||||||||||||
| One College Street | Worcester | MA | 01610 | NONE | PC | General operating support | $98,000 | ||||||
| Pacific Research Institute | |||||||||||||
| One Embarcadero Center Suite 350 | San Francisco | CA | 94111 | NONE | PC | Educational Programs | $3,500 | ||||||
| Southern Methodist University | |||||||||||||
| ONeil Center for Global Markets PO | Dallas | TX | 75275 | NONE | PC | General operating support | $1,070,000 | Box 750333 | |||||
| Virginia Military Institute Research Laboratories | |||||||||||||
| PO Box 932 | Lexington | VA | 24450 | NONE | PC | General operating support | $20,888 | ||||||
| University of Pittsburgh | |||||||||||||
| Pittsburgh | Pittsburgh | PA | 15260 | NONE | PC | General operating support | $988,333 | ||||||
| To The Village Square Inc | |||||||||||||
| PO Box 10352 | Tallahassee | FL | 323022352 | NONE | PC | Educational Programs | $11,692 | ||||||
| Stephen F Austin State University | |||||||||||||
| PO Box 13004 Sfa Sta | Nacodoches | TX | 759623004 | NONE | GOV | General operating support | $25,000 | ||||||
| University of Florida Foundation | |||||||||||||
| PO Box 14425 | Gainesville | FL | 32604 | NONE | PC | General operating support | $1,100,000 | ||||||
| University of Colorado - Colorado Springs | |||||||||||||
| PO Box 173364 Campus Box 181 | Denver | CO | 802173364 | NONE | PC | General operating support | $255,000 | ||||||
| Arizona State University | |||||||||||||
| PO Box 877906 | Tempe | AZ | 852877906 | NONE | GOV | General operating support | $1,362,360 | ||||||
| Arizona State University Foundation | |||||||||||||
| PO Box 877906 | Tempe | AZ | 852877906 | NONE | PC | General operating support | $430,000 | ||||||
| College of William & Mary | |||||||||||||
| PO Box 8795 | Williamsburg | VA | 231878795 | NONE | GOV | General operating support | $323,040 | ||||||
| Virginia Commonwealth University Foundation | |||||||||||||
| Richmond | Richmond | VA | 23284 | NONE | PC | General operating support | $14,774 | ||||||
| Macalester College | |||||||||||||
| Saint Paul | Saint Paul | MN | 55105 | NONE | PC | General operating support | $12,800 | ||||||
| University of St Andrews | |||||||||||||
| NONE | NC | General operating support | $5,000 | Students Union Building | St Andrews | Fife | UK | KY169UZ | |||||
| Association of Private Enterprise Education | |||||||||||||
| Tennessee At Chattanooga 313 Fletch | Chattanooga | TN | 374032598 | NONE | PC | General operating support | $30,000 | 615 McCallie Ave | |||||
| University of California - Berkeley | |||||||||||||
| The Regents of the University of Ca | Berkely | CA | 94720 | NONE | PC | General operating support | $118,931 | 660 Barrows Hall 2572 | |||||
| Columbia University | |||||||||||||
| The Trustees of Columbia University | New York | NY | 10027 | NONE | PC | General operating support | $33,000 | Interchurch Center 9th Floor Mail | |||||
| Tufts University | |||||||||||||
| Trustees of Tuft College Eaton Hal | Medford | MA | 02155 | NONE | PC | General operating support | $505,000 | ||||||
| University of Central Arkansas Foundation | |||||||||||||
| UCA Box 4986 | Conway | AR | 720354986 | NONE | PC | General operating support | $483,140 | ||||||
| Virginia Tech Foundation | |||||||||||||
| University Gateway Center 902 Price | Blacksburg | VA | 24601 | NONE | PC | General operating support | $291,713 | s Fork Road | |||||
| University of North Carolina - Chapel Hill | |||||||||||||
| University of North Carolina at Cha | Chapel Hill | NC | 27599 | NONE | PC | General operating support | $569,000 | ||||||
| Middle Tennessee State University Foundation | |||||||||||||
| Wood-Stegall Center Box 109 | Murfreesboro | TN | 37132 | NONE | PC | General operating support | $516,611 | ||||||
| University of California - Los Angeles | |||||||||||||
| 10920 Wiltshire Blvd Ste 620 | Los Angeles | CA | 90024 | NONE | PC | General operating support | $84,225 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,831,279 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Society for Human Resource Management Foundation | |||||||
| 1800 Duke Street | Alexandria | VA | 22314 | NONE | PC | General operating support | $300,000 |
| George Mason University | |||||||
| 4400 University Drive MS C31 | Fairfax | VA | 22030 | NONE | PC | General operating support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $305,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$617,500 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 1 | $390,286 | |
| GRANT RECOVERIES | $468,172 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$156,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $468,172 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,490 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11c | LineNumberTxt |
| Relationship Statement | RETURN OF UNUSED GRANT FUNDS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| CCKC4 INC | |
| 501(c)(4) | COMMON DIRECTORS |
| MUSIC C4 INC | |
| 501(c)(4) | COMMON DIRECTORS |
| BELIEVE IN PEOPLE INC | |
| 501(c)(4) | COMMON DIRECTORS |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Charles G Koch 1997 Trust | ||||||
| 1 | 4201 WILSON BLVD SUITE 800 | Arlington | VA | 22203 | $38,498 | Yes (X) |
| Charles Hamilton | ||||||
| 2 | 4201 WILSON BLVD SUITE 800 | Arlington | VA | 22203 | $25,000 | Yes (X) |
| Stand Together Trust | ||||||
| 3 | 4201 WILSON BLVD SUITE 800 | Arlington | VA | 22203 | $200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES - FORM 990-PF | $42,037 | $4,204 | $0 | $37,833 |
| ACCOUNTING FEES - FORM 990-T | $4,671 | $0 | $0 | $0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of St Andrews | |||||||||||||||
| Students Union Building | St Andrews | Fife | UK | KY169UZ | 2022-10-25 | $5,000 | GENERAL OPERATING SUPPORT | $5,000 | NO | 10/27/2023 - FULL REPORT OF ALL EXPENDITURES | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | ||||
| King's College - London | |||||||||||||||
| Kings College London | Strand | London | UK | WC2R2LS | 2022-03-23 | $5,000 | GENERAL OPERATING SUPPORT | $1,155 | NO | 2/14/2023 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | ||||
| University of Surrey | |||||||||||||||
| Stag Hill | Guildford | UK | GU27XH | 2020-04-09 | $18,267 | RESEARCH SUPPORT | $0 | NO | UNKNOWN - PARTIAL REPORT OF ALL EXPENDITURES | THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE. | |||||
| Technology Policy Institute | |||||||||||||||
| 2019-12-17 | $230,000 | PROGRAM SUPPORT | $65,000 | NO | 05/25/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | 409 12th Street SW Suite 700 | Washington | DC | 20024 | |||||
| Council on Integrity Results Reporting | |||||||||||||||
| 2020-02-03 | $187,000 | PROGRAMMING SUPPORT | $151,913 | NO | 5/23/2021 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A FINAL REPORT. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE; HOWEVER THE GRANTEE HAS CEASED OPERATIONS. THEREFORE, THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS. | 1519 Oakwood Av | Highland Park | IL | 60035 | |||||
| University of Vienna | |||||||||||||||
| universitatsring 1 A-1010 | Vienna | AU | 2019-01-11 | $182,000 | RESEARCH SUPPORT | $102,740 | NO | 07/16/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | ||||||
| Public Choice Society | |||||||||||||||
| 2019-12-20 | $44,000 | PROGRAMMING SUPPORT | $4,500 | UNKNOWN - PARTIAL REPORT OF EXPENDITURES TO DATE | THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE. | 224C Forsyth College of Business | Cullowhee | NC | 28723 | ||||||
| University of Birmingham | |||||||||||||||
| EDGBASTON | BIRMINGHAM | UK | B152TT | 2020-04-23 | $32,500 | TRAVEL RESEARCH SUPPORT | $0 | NO | 04/05/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | |||||
| University of Birmingham | |||||||||||||||
| EDGBASTON | BIRMINGHAM | UK | B152TT | 2021-05-17 | $50,000 | TRAVEL AND RESEARCH SUPPORT | $19,985 | NO | 01/27/2023 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | |||||
| Technology Policy Institute | |||||||||||||||
| 2018-05-11 | $162,500 | GENERAL OPERATING SUPPORT | $90,658 | NO | 04/26/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | 409 12th Street SW Suite 700 | Washington | DC | 20024 | |||||
| BRG Institute | |||||||||||||||
| 2020-10-15 | $475,000 | GENERAL OPERATING SUPPORT | $346,703 | NO | 03/31/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | 2200 POWELL STREET SUITE 1200 | EMERYVILLE | CA | 94608 | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | STVL3 | AssetDesc |
| How Acquired | P | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CKF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $682,500 | GrossSalesPriceAmt |
| Basis | $1,300,000 | BasisAmt |
| Total Net | -$617,500 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM AND INFORMATION | Form 990-PF, Part XIV, Line 2b | ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN THIS ATTACHMENT SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5.CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES,IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT NO MATERIALS BEYOND WHAT ARE DESCRIBED ABOVE BE INCLUDED. |
| RESTRICTIONS AND LIMITATIONS | Form 990-PF, Part XIV, Line 2d | THE CHARLES KOCH FOUNDATION SUPPORTS STUDENTS AND SCHOLARS PURSING RESEARCH AND EXPANDING EDUCATIONAL PROGRAMS THAT HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH WORK ON POVERTY, IMMIGRATION, CRIMINAL JUSTICE REFORM, FREE EXPRESSION, AND OTHER CRITICAL ISSUES. THE FOUNDATION GENERALLY SUPPORTS ONLY INTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIES AND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITED STATES. GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLY NOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BE CONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUAL GRANT PROGRAM. THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOR OVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILAR INSTITUTIONS. OVERHEAD INCLUDES, BUT IS NOT LIMITED TO, INSUFFICIENTLY SPECIFIED INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.) AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.) |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $1,840,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $1,840,000 | BookValueAmt |
| EOYFMV | $1,840,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PASSIVE FUND III | FMV | $738,655,923 | $738,655,923 |
| PASSIVE FUND IX | FMV | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $532 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $532 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $9,699 | $0 | $0 | $9,699 |
| DUES/LICENSES | $8,989 | $0 | $0 | $8,989 |
| INVESTMENTS - CHARITABLE | $0 | $0 | $0 | $13,071 |
| INVESTMENT EXPENSES | $0 | $22,592,527 | $0 | $0 |
| POSTAGE & DELIVERY | $831 | $0 | $0 | $831 |
| TELECOMMUNICATION | $489 | $0 | $0 | $489 |
| ADVERTISING & PROMOTION | $162,050 | $0 | $0 | $161,150 |
| BAD DEBT EXPENSE | $492 | $0 | $0 | $0 |
| BANK FEES | $4,924 | $4,924 | $0 | $0 |
| INSURANCE | $753 | $0 | $0 | $753 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - MISCELLANEOUS | $388,286 | $0 | $0 |
| OTHER INCOME - GRANT RECOVERIES | $468,172 | $0 | $0 |
| INVESTMENTS - OTHER INCOME | $0 | $24,735,868 | $0 |
| INVESTMENTS - RENTAL INCOME/LOSS | $0 | -$1,401,296 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $48,419,708 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INCOME TAX PAYABLE | $0 | $2,525,000 |
| SHORT TERM LINE OF CREDIT | $0 | $100,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL CONSULTING FEES | CategoryTxt |
| Amt | $319,229 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $319,229 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FOREIGN TAXES | $0 | $304,664 | $0 | $0 |
| INVESTMENT EXCISE TAXES | $2,407,301 | $0 | $0 | $0 |
| PROPERTY TAXES | $132 | $0 | $0 | $132 |
| PAYROLL TAXES | $283,370 | $0 | $0 | $283,370 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| PASSIVE FUND II | ||||||
| PO BOX 5004 | WICHITA | KS | 67201 | 472537421 | DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT | $36,235,309 |
| PASSIVE FUND III | ||||||
| PO BOX 5004 | WICHITA | KS | 67201 | 851484620 | DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT | $27,000,000 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASSIVE FUND IX | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852667830 | EIN |
| Desc | CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT | Desc |
| Amt | $850,000 | Amt |