KOCH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FOUNDATION INC (EIN 35-6023372)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-04
- IRS object ID
- 202202169349100500
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-04T06:39:25-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-08-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,972,698 | 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 | $1,885,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,434 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $807,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $807,995 | 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 | $1,083,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,620,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,083,769 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $186,520 | NetSTCapitalGainAdjNetIncmAmt |
| 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 | $3,793,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,908,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $186,520 | 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 | $54,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,849 | 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 | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,000 | 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 | $64,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,351,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,351,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,416,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,351,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $376,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,843,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $186,520 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,894 | CashBOYAmt |
| Cash EOY | $1,053,042 | CashEOYAmt |
| Cash EOYFMV | $1,053,042 | 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 | $33,127,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,746,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,480,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,530,089 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,447,376 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,439,477 | 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 | $35,917,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,246,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,972,698 | 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 | $29,768,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,653,117 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $6,149,367 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $4,593,684 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,917,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,246,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,917,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,246,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,917,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $376,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,294,055 | SubtotalAmt |
| Other Decreases | $47,254 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,246,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Vanguard - See attached | P | $579,574 | $0 | $579,574 | $579,574 |
| William Blair - See attached | P | $1,665,539 | $1,154,936 | $510,603 | $510,603 |
| Fifth Third Trust - See attached | P | $375,800 | $382,208 | -$6,408 | -$6,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,083,769 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $186,520 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,623 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,623 | SubtotalAmt |
| Tax Based On Investment Income | $25,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,762 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,762 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Overpayment | $139 | OverpaymentAmt |
| Applied To ES Tax | $139 | 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 |
| 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 | $60,751,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,964,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,964,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $914,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,050,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,002,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,002,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,623 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $25,623 | TotalTaxAmt |
| Distributable Before Adj | $2,976,879 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,976,879 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,976,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,351,778 | 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 | $3,351,778 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,976,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $446,511 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,351,778 | QualifyingDistributionsAmt |
| Applied To Year1 | $446,511 | AppliedToYear1Amt |
| Applied To Current Year | $2,905,267 | 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 | $71,612 | 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 | NON | 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 (149 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 | PC | Charitable Operations | $10,000 | |
| Albion Fellows Bacon Foundation | ||||||||
| PO Box 3164 | Evansville | IN | 47731 | No Relationship | PC | Capital Campaign | $25,000 | |
| ALS | ||||||||
| 2258 Weldon Pkwy | St Louis | MO | 63416 | No Relationship | PC | Charitable Operations | $1,000 | |
| American Heart Association | ||||||||
| PO Box 50035 | Prescott | AZ | 86304 | No Relationship | PC | Charitable Operations | $5,000 | |
| American Red Cross | ||||||||
| 29 South Stockwell | Evansville | IN | 47714 | No Relationship | PC | Disaster Relief Capital Campaign | $55,000 | |
| Annunciation Parish | ||||||||
| 3010 East Chandler | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $9,000 | |
| Annunciation School at Christ King | ||||||||
| 3010 East Chandler Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $4,000 | |
| Ark Crisis Prevention Nursery | ||||||||
| 415 Lincoln | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $1,500 | |
| Arts Council of Southwestern IN | ||||||||
| 212 Main St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $1,000 | |
| Ascension St Vincent Foundation | ||||||||
| 3700 Washington Ave | Evansville | IN | 47750 | No Relationship | PC | Charitable Operations | $250 | |
| Aurora | ||||||||
| 1100 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $2,000 | |
| Autism Evansville | ||||||||
| PO Box 8052 | Evansville | IN | 47716 | No Relationship | PC | Charitable Operations | $1,000 | |
| Baylor University | ||||||||
| One Bear Place | Waco | TX | 76798 | No Relationship | PC | Scholarship | $4,000 | 97048 |
| Big Brothers Big Sisters | ||||||||
| 320 SE Martin Luther King | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $5,000 | |
| Boys and Girls Club | ||||||||
| 3415 Buckland Square | Owensboro | KY | 42301 | No Relationship | PC | Charitable Operations | $50,000 | |
| Boys and Girls Club of Evansville | ||||||||
| PO Box 4194 | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $6,000 | |
| Cancer Pathways Midwest | ||||||||
| 5740 Vogel Road | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $5,000 | |
| Catholic Charities Bureau | ||||||||
| 2111 Stringtown Road | Evansville | IN | 47711 | No Relationship | PC | Charitable Operations | $850 | |
| Catholic Diocese of Evansville | ||||||||
| 4200 N Kentucky Ave | Evansville | IN | 47724 | No Relationship | PC | Culture of Excellence Grant | $10,000 | |
| Catholic Education Foundation | ||||||||
| 520 Benninghof Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $500 | |
| CCAIFEF | ||||||||
| PO Box 679 | Independence | KY | 41051 | No Relationship | PC | Charitable Operations | $5,000 | |
| Cedarville University | ||||||||
| 251 N Main St | Cedarville | OH | 72022 | No Relationship | PC | Charitable Operations | $500 | |
| Concordia Theological Seminary | ||||||||
| 6600 N Clinton St | Ft Wayne | IN | 46825 | No Relationship | PC | Charitable Operations | $500 | |
| Congregations Acting for Justice | ||||||||
| 713 N 2nd Ave | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $1,000 | |
| Deaconess Hospital Foundation | ||||||||
| 600 Mary St | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $9,600 | |
| Diocese of Covington | ||||||||
| 1125 Madison Ave | Covington | KY | 41011 | No Relationship | PC | Charitable Operations | $2,000 | |
| Dream Center | ||||||||
| PO Box 4793 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $25,000 | |
| Easter Seals of Southwestern Indian | ||||||||
| The Rehabilitation Center | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $5,000 | 3701 Bellemeade Ave |
| Equal Opportunity Schools | ||||||||
| 130 Nickerson Street Suite 200 | Seattle | WA | 98109 | No Relationship | PC | Charitable Operations | $9,000 | |
| Erlanger Foundation | ||||||||
| 975 East Third St | Chattanooga | TN | 37403 | No Relationship | PC | Charitable Operations | $500 | Suite B-508 |
| Evansville African American Museum | ||||||||
| 534-579 Lincoln Ave | Evansville | IN | 47712 | No Relationship | PC | Charitable Operations | $650 | |
| Evansville Assoc for the Blind | ||||||||
| PO Box 6445 | Evansville | IN | 47719 | No Relationship | PC | Charitable Operations | $5,000 | |
| Evansville Catholic Interparochial | ||||||||
| High Schools | Evansville | IN | 47711 | No Relationship | PC | Charitable Operations | $16,400 | 4200 N Kentucky Ave |
| Evansville Christian Life Center | ||||||||
| 509 S Kentucky | Evansville | IN | 47714 | No Relationship | PC | Capital Campaign | $8,000 | |
| Evansville Day School | ||||||||
| 3400 Greenriver Rd | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $2,500 | |
| Evansville Museum of Art Science | ||||||||
| 411 S Riverside Dr | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $7,630 | |
| Evansville P-47 Foundation | ||||||||
| 4825 North Spring St | Evansville | IN | 47711 | No Relationship | PC | Capital Campaign | $20,000 | |
| Evansville Parks Foundation | ||||||||
| 6621 Hogue Rd | Evansville | IN | 47712 | No Relationship | PC | Capital Campaign | $1,500 | |
| Evansville Philharmonic Orchestra | ||||||||
| PO box 84 | Evansville | IN | 47701 | No Relationship | PC | Charitable Operations | $12,500 | |
| Evansville Police Dept Foundation | ||||||||
| PO Box 3114 | Evansville | IN | 47730 | No Relationship | PC | Charitable Operations | $2,500 | |
| Evansville Zoological Society | ||||||||
| 1545 Mesker Park Dr | Evansville | IN | 47720 | No Relationship | PC | Charitable Operations | $59,530 | |
| EVSC Foundation | ||||||||
| 951 Walnut Street | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $5,500 | |
| Foster Care in the US | ||||||||
| 8114 Burch Park Dr | Evansville | IN | 47725 | No Relationship | PC | Charitable Operations | $4,500 | |
| Foundation for Better Health Inc | ||||||||
| 420 Mulberry Street | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $20,000 | |
| Good Shepherd Catholic School | ||||||||
| 2301 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $3,000 | |
| Granted | ||||||||
| 4445 Commerce St | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $1,000 | Suite 108 |
| Habitat for Humanity of Evansville | ||||||||
| 1401 N Fares | Evansville | IN | 47711 | No Relationship | PC | Capital Campaign | $52,000 | |
| Health Network Foundation | ||||||||
| 33 River Street | Chagrin Falls | OH | 44022 | No Relationship | PC | Charitable Operations | $3,000 | |
| Heart of West Michigan United Way | ||||||||
| 118 Commerce Ave SW | Grand Rapids | MI | 49503 | No Relationship | PC | Charitable Operations | $2,704 | |
| Henderson Area Arts Alliance | ||||||||
| PO Box 234 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $5,000 | |
| Henderson Christian Community | ||||||||
| PO Box 363 | Henderson | IN | 42419 | No Relationship | PC | Charitable Operations | $50,000 | |
| Henderson Community College | ||||||||
| 2660 S Green Street | Henderson | KY | 42420 | No Relationship | PC | Charitable Operations | $50,000 | |
| Henderson Co EDC Industrial Found | ||||||||
| PO Box 874 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $15,000 | |
| Henderson Lions Club | ||||||||
| PO Box 842 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $500 | |
| Indiana Right to Life | ||||||||
| 9465 Counselors Row | Indianapolis | IN | 46240 | No Relationship | PC | Charitable Operations | $1,000 | Suite 200 |
| Indiana University | ||||||||
| 601 East Kirkwood Ave | Bloomington | IN | 47405 | No Relationship | PC | Scholarships | $6,000 | |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 47402 | No Relationship | PC | Charitable Operations | $500 | |
| Indiana Univ School of Medicine | ||||||||
| 515 Walnut St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $1,000,000 | |
| IU Foundation Cancer Research | ||||||||
| University Hospital | Indianapolis | IN | 46202 | No Relationship | PC | Charitable Operations | $7,500 | Rm 1730 |
| IUPUI | ||||||||
| PO Box 6020 | Indianapolis | IN | 46206 | No Relationship | PC | Scholarship | $4,000 | |
| Ivy Tech Foundation | ||||||||
| 3501 First Avenue | Evansville | IN | 47710 | No Relationship | PC | Capital Campaign | $150,000 | |
| Junior Achievement - Henderson | ||||||||
| 1195 Wing Ave | Owensboro | KY | 42303 | No Relationship | PC | Charitable Operations | $6,000 | |
| Junior Achievement | ||||||||
| 100 NW 2nd Ave | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $17,000 | Suite 112 |
| Juvenile Diabetes Research Found | ||||||||
| 120 Wall Street | New York | NY | 10005 | No Relationship | PC | Charitable Operations | $10,000 | 19th Floor |
| Keep Evansville Beautiful | ||||||||
| 223 Main St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $1,700 | |
| Kennedy Krieger Institute | ||||||||
| 707 N Broadway | Baltimore | MD | 21205 | No Relationship | PC | Charitable Operations | $200 | |
| Kentucky Wesleyan College | ||||||||
| 3000 Frederica Street | Owensboro | KY | 42301 | No Relationship | PC | Charitable Operations | $5,000 | |
| Killgoar Foundation | ||||||||
| 19563 Plymouth SE | Grand Rapids | MI | 49506 | No Relationship | PC | Charitable Operations | $5,000 | |
| Knot Today Inc | ||||||||
| 9100 Purdue Road Ste 115 | Indianapolis | IN | 46268 | No Relationship | PC | Charitable Operations | $1,000 | |
| Koch Family Children's Museum | ||||||||
| PO Box 122 | Evansville | IN | 47701 | No Relationship | PC | Capital Campaign | $14,800 | |
| Lampion Center | ||||||||
| 655 S Hebron Avenue | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $2,500 | |
| Marian Education Outreach | ||||||||
| 520 S Benninghof Ave | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $5,250 | |
| Mary Institute and St Louis Day Sch | ||||||||
| 101 North Warson Road | St Louis | MO | 63124 | No Relationship | PC | Charitable Operations | $500 | |
| Maryville University | ||||||||
| 13550 Conway Rd | St Louis | MO | 63141 | No Relationship | PC | Charitable Operations | $500 | |
| Mater Dei High School | ||||||||
| 1300 Harmony Way | Evansville | IN | 47712 | No Relationship | PC | Charitable Operations | $12,000 | |
| Montessori Academy | ||||||||
| 4611 Adams Way | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $2,500 | |
| Muscular Dystrophy Assn | ||||||||
| 4770 Covert Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $1,000 | Suite 211 |
| National Kidney Foundation Inc | ||||||||
| 1001 Craig Road | St Louis | MO | 63146 | No Relationship | PC | Charitable Operations | $1,000 | Suite 480 |
| Nativity Catholic School | ||||||||
| 7225 Southeastern Ave | Indianapolis | IN | 46239 | No Relationship | PC | Charitable Operations | $1,277 | |
| Newburgh Elementary School | ||||||||
| 306 State Street | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $28 | |
| Norton Healthcare Foundation | ||||||||
| 224 E Broadway 5th Fl | Louisville | KY | 40202 | No Relationship | PC | Charitable Operations | $2,000 | |
| Ohio Valley Art League | ||||||||
| PO Box 1043 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $2,000 | |
| Oklahoma Christian University | ||||||||
| 2502 E Memorial Rd | Edmond | OK | 73013 | No Relationship | PC | Charitable Operations | $105 | |
| Our Lady of Greenwood | ||||||||
| 335 South Meridian St | Indianapolis | IN | 46143 | No Relationship | PC | Charitable Operations | $1,277 | |
| Public Education Foundation | ||||||||
| PO Box 1163 | Evansville | IN | 47706 | No Relationship | PC | Charitable Operations | $3,000 | |
| Purdue University Foundation | ||||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | No Relationship | PC | Charitable Operations | $500 | |
| Purdue University | ||||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | No Relationship | PC | Scholarships | $8,000 | |
| Purdue University Fort Wayne | ||||||||
| 2101 E Coliseum Blvd | Fort Wayne | IN | 46805 | No Relationship | PC | Scholarships | $4,000 | |
| Reitz Home Preservation Society | ||||||||
| PO Box 1322 | Evansville | IN | 47706 | No Relationship | PC | Charitable Operations | $500 | |
| Reitz Memorial Catholic High School | ||||||||
| 1500 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $7,750 | |
| Right to Life of Southwest Indiana | ||||||||
| 20 NW Fourth St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $2,460 | Suite 308 |
| Riley Hospital Children's Fund | ||||||||
| 702 Barnhill Drive | Indianapolis | IN | 46205 | No Relationship | PC | Charitable Operations | $6,000 | |
| Ronald McDonald Charities | ||||||||
| 3540 Washington Ave | Evansville | IN | 47714 | No Relationship | PC | Capital Campaign | $11,300 | |
| Rosemarys Babies Co | ||||||||
| 3044 South Hegry Circle | Cincinnati | OH | 45238 | No Relationship | PC | Charitable Operations | $1,000 | |
| Rotary Club of Evansville | ||||||||
| PO Box 1131 | Evansville | IN | 47706 | No Relationship | PC | Charitable Operations | $1,000 | |
| Santa Maria Goretti | ||||||||
| 17102 Spring Mill Rd | Westfield | IN | 46074 | No Relationship | PC | Charitable Operations | $7,500 | |
| Santa Claus Museum | ||||||||
| PO Box 1 | Santa Clause | IN | 47579 | No Relationship | PC | Charitable Operations | $1,000 | |
| Signature School Foundation | ||||||||
| 610 Main Street | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $54,450 | |
| Siskin Rehabilitation Center | ||||||||
| 529 Oak Street | Chattanooga | TN | 37403 | No Relationship | PC | Charitable Operations | $3,272 | |
| Sleep in Heavenly Peace | ||||||||
| 911 Ballard Way | Kimberly | ID | 83341 | No Relationship | PC | Charitable Operations | $1,000 | |
| St Anthony Catholic Church | ||||||||
| 704 1st Avenue | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $10,000 | |
| St Benedict Church | ||||||||
| 1328 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $1,500 | |
| St John the Baptist School | ||||||||
| 625 Frame Rd | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $4,500 | |
| St Joseph Academy | ||||||||
| 48 Needmore Street | Walton | KY | 41094 | No Relationship | PC | Charitable Operations | $1,000 | |
| St Jude Childrens Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | No Relationship | PC | Charitable Operations | $2,500 | |
| St Meinrad Archabbey Theology | ||||||||
| 200 Hill Drive | St Meinrad | IN | 47577 | No Relationship | PC | Capital Campaign | $201,250 | |
| St Timothy Catholic School | ||||||||
| 10272 US Hwy 42 | Union | KY | 41091 | No Relationship | PC | Charitable Operations | $2,000 | |
| St Anthony Catholic Church | ||||||||
| 4100 East Indiana Street | St Anthony | IN | 47575 | No Relationship | PC | Charitable Operations | $7,000 | |
| Sts Peter and Paul School | ||||||||
| 211 N Vine St | Haubstadt | IN | 47639 | No Relationship | PC | Charitable Operations | $1,430 | |
| Susan G Komen Breast Cancer Found | ||||||||
| 5005 LBJ Freeway | Dallas | TX | 75244 | No Relationship | PC | Charitable Operations | $5,000 | Suite 370 |
| Team Wstern Kentucky Tornado Relief | ||||||||
| 500 Metro Street | Frankfort | KY | 40601 | No Relationship | PC | Charitable Operations | $900 | |
| The Kaufman Fund | ||||||||
| PO Box 410742 | Creve Coeur | MO | 63141 | No Relationship | PC | Charitable Operations | $15,000 | |
| The Literacy Center | ||||||||
| 3411A First Ave | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $1,000 | |
| The United Caring Services | ||||||||
| 324 NW Sixth Street | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $3,000 | |
| Thrive Nonprofit Medical Center | ||||||||
| 110 N Water Street | Henderson | KY | 42420 | No Relationship | PC | Charitable Operations | $1,000 | |
| Touch Inc | ||||||||
| 904 S St James Blvd | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $2,500 | |
| Tri State Food Bank | ||||||||
| 2505 Lynch Rd | Evansville | IN | 47711 | No Relationship | PC | Charitable Operations | $15,000 | |
| United Way of Bluegrass | ||||||||
| 100 Midland Ave 300 | Lexington | KY | 40508 | No Relationship | PC | Charitable Operations | $260 | |
| United Way of Central Indiana | ||||||||
| PO Box 88409 | Indianapolis | IN | 46208 | No Relationship | PC | Charitable Operations | $1,430 | |
| United Way of Greater St Louis | ||||||||
| PO Box 14507 | St Louis | MO | 63178 | No Relationship | PC | Charitable Operations | $6,478 | |
| United Way of Henderson County | ||||||||
| PO Box 1097 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $107,318 | |
| United Way of Louisville KY | ||||||||
| PO Box 4488 | Louisville | KY | 40204 | No Relationship | PC | Charitable Operations | $3,300 | |
| United Way of Metro Atlanta | ||||||||
| 275 Pryor Street Southwest | Atlanta | GA | 30303 | No Relationship | PC | Charitable Operations | $2,452 | |
| United Way of Metro Nashville | ||||||||
| 250 Venture Circle | Nashville | TN | 37228 | No Relationship | PC | Charitable Operations | $368 | |
| United Way of Morgan County | ||||||||
| PO Box 1058 | Decatur | AL | 35602 | No Relationship | PC | Charitable Operations | $2,777 | |
| United Way of Natrona County | ||||||||
| PO Box 2046 | Casper | WY | 82602 | No Relationship | PC | Charitable Operations | $1,540 | |
| United Way of Southern West VA | ||||||||
| PO Box 5456 | Beckley | WV | 25801 | No Relationship | PC | Charitable Operations | $3,466 | |
| United Way of Southwestern IN | ||||||||
| 210 Locust St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $286,289 | |
| University of Evansville | ||||||||
| 1800 Lincoln Ave | Evansville | IN | 47722 | No Relationship | PC | Charitable Operations | $605,000 | |
| University of Kentucky | ||||||||
| 128 Funkhouser Bldg | Lexington | KY | 40506 | No Relationship | PC | Scholarships | $2,000 | |
| University of Louisville | ||||||||
| 2211 South Brook Street | Louisville | KY | 40208 | No Relationship | PC | Scholarships | $2,000 | |
| University of Notre Dame | ||||||||
| 1100 Grace Hall | Notre Dame | IN | 46556 | No Relationship | PC | Charitable Operations | $500 | |
| University of Pittsburgh | ||||||||
| PO Box 640093 | Pittsburgh | PA | 15264 | No Relationship | PC | Charitable Operations | $500 | |
| USI Foundation | ||||||||
| 8600 University Blvd | Evansville | IN | 47712 | No Relationship | PC | Charitable Operations | $1,200 | |
| Vanderbilt University | ||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | No Relationship | PC | Charitable Operations | $200 | |
| Vanderburgh County CASA | ||||||||
| 728 Court Street | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $1,500 | |
| Vanderburgh Humane Society | ||||||||
| 400 Millner Industrial Dr | Evansville | IN | 47720 | No Relationship | PC | Charitable Operations | $250 | |
| Warrick County Community Foundation | ||||||||
| PO Box 876 | Newburgh | IN | 47629 | No Relationship | PC | Charitable Operations | $1,000 | |
| We Love White County | ||||||||
| 1491 County Road 1000 E | Carmi | IL | 62821 | No Relationship | PC | Charitable Operations | $1,500 | |
| Wesselman Woods Nature Preserve | ||||||||
| 551 North Boeke Rd | Evansville | IN | 47711 | No Relationship | PC | Charitable Operations | $2,500 | |
| Western Kentucky University | ||||||||
| 1 Big Red Way | Bowling Green | KY | 42101 | No Relationship | PC | Scholarships | $4,000 | |
| Whitfield Healthcare Foundation | ||||||||
| PO Box 1168 | Dalton | GA | 30722 | No Relationship | PC | Charitable Operations | $1,190 | |
| Williamson Medical Center Foundatio | ||||||||
| 4321 Carothers Parkway | Franklin | TN | 37067 | No Relationship | PC | Charitable Operations | $1,625 | Suite 603 |
| WNIN Tri State Public Teleplex Inc | ||||||||
| Two Main Street | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $10,000 | |
| YMCA of Southwestern Indiana | ||||||||
| 222 NW 6th St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $25,000 | |
| Young Life of Evansville | ||||||||
| PO Box 4375 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $1,000 | |
| Young Life of Newburgh | ||||||||
| 5088 S Plaza Drive | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $1,200 | |
| Youth First Foundation Inc | ||||||||
| 401 SE Sixth St | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $15,000 | |
| YWCA | ||||||||
| 118 Vine Street | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $7,372 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,351,778 | 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 | $474 | 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 | $823,955 | 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 | $1,083,770 | 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 | $1,908,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,908,199 | TotalIncomeProducingActyAmt |
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 | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (28 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| PGIM Total Return Bond Fund | |||||
| PGIM Total Return Bond Fund | Purchase | $322,823 | $328,906 | $0 | $0 |
| Archer Daniels Midland Co | |||||
| Archer Daniels Midland Co | Purchase | $52,977 | $53,302 | $0 | $0 |
| ABIOMED INC COM | |||||
| ABIOMED INC COM | Purchase | $40,640 | $23,558 | $0 | $0 |
| EVOLENT HEALTH INC CL | |||||
| EVOLENT HEALTH INC CL | Purchase | $34,349 | $14,917 | $0 | $0 |
| ABIOMED INC COM | |||||
| ABIOMED INC COM | Purchase | $34,826 | $18,364 | $0 | $0 |
| AMETEK INC COM | |||||
| AMETEK INC COM | Purchase | $46,691 | $34,248 | $0 | $0 |
| APPLE INC COM | |||||
| APPLE INC COM | Purchase | $48,538 | $22,297 | $0 | $0 |
| SPROUT SOCIAL INC COM | |||||
| SPROUT SOCIAL INC COM | Purchase | $106,054 | $21,535 | $0 | $0 |
| TELEDOC HEALTH INC COM | |||||
| TELEDOC HEALTH INC COM | Purchase | $32,312 | $8,484 | $0 | $0 |
| TRANSDIGM GROUP IN | |||||
| TRANSDIGM GROUP IN | Purchase | $29,386 | $25,237 | $0 | $0 |
| LOWES COMPANIES | |||||
| LOWES COMPANIES | Purchase | $67,628 | $44,468 | $0 | $0 |
| REPAY HLDGS COPR COM CL A RPAY | |||||
| REPAY HLDGS COPR COM CL A RPAY | Purchase | $113,912 | $73,855 | $0 | $0 |
| TELEDOC HEALTH INC COM | |||||
| TELEDOC HEALTH INC COM | Purchase | $69,395 | $26,499 | $0 | $0 |
| IRHYTHM TECHNOLOGIES INC | |||||
| IRHYTHM TECHNOLOGIES INC | Purchase | $58,882 | $89,368 | $0 | $0 |
| ELI LILLY AND CO | |||||
| ELI LILLY AND CO | Purchase | $91,849 | $53,640 | $0 | $0 |
| FISERVE INC | |||||
| FISERVE INC | Purchase | $163,791 | $163,507 | $0 | $0 |
| ALPHABET INC | |||||
| ALPHABET INC | Purchase | $71,666 | $33,848 | $0 | $0 |
| DEXCOMM INC | |||||
| DEXCOMM INC | Purchase | $38,414 | $11,058 | $0 | $0 |
| EVOLENT HEALTH INC CL | |||||
| EVOLENT HEALTH INC CL | Purchase | $25,861 | $7,276 | $0 | $0 |
| IRHYTHM TECHNOLOGIES INC | |||||
| IRHYTHM TECHNOLOGIES INC | Purchase | $25,532 | $34,069 | $0 | $0 |
| ALIBABA GROUP HOLDING LTD | |||||
| ALIBABA GROUP HOLDING LTD | Purchase | $115,185 | $142,778 | $0 | $0 |
| TELEDOC HEALTH INC COM | |||||
| TELEDOC HEALTH INC COM | Purchase | $45,873 | $26,467 | $0 | $0 |
| JONES LANG LASALLE INC | |||||
| JONES LANG LASALLE INC | Purchase | $161,323 | $68,498 | $0 | $0 |
| JONES LANG LASALLE INC | |||||
| JONES LANG LASALLE INC | Purchase | $128,990 | $49,336 | $0 | $0 |
| CHEWY INC | |||||
| CHEWY INC | Purchase | $114,442 | $161,629 | $0 | $0 |
| Vanguard INTL GRW ADML | |||||
| Vanguard INTL GRW ADML | Purchase | $500,818 | $0 | $0 | $0 |
| Vanguard INTL GRW ADML | |||||
| Vanguard INTL GRW ADML | Purchase | $43,507 | $0 | $0 | $0 |
| INTL VALUE INVESTOR CL | |||||
| INTL VALUE INVESTOR CL | Purchase | $35,248 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds | BondNm |
| EOY Book Value | $2,447,376 | EOYBookValueAmt |
| EOYFMV | $2,439,477 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $32,746,383 | EOYBookValueAmt |
| EOYFMV | $60,480,179 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized losses | $18,413 |
| Other Miscellaneous exenses | $28,841 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $54,849 | Amt |
| Net Investment Income | $54,849 | 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 | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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