KOCH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FOUNDATION INC (EIN 35-6023372)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-12-22
- IRS object ID
- 202113569349100201
- Schema version
- 2020v4.0
- 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
- 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 | 2021-12-22T04:05:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-12-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $54,939,570 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,359 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $756,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $756,491 | 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 | -$204,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,121,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,057,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $761,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,483 | 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 | $27,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,931 | 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 | $75,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,414 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,887,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,887,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,963,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,414 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,887,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$906,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $696,436 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,096,309 | CashBOYAmt |
| Cash EOY | $259,894 | CashEOYAmt |
| Cash EOYFMV | $259,894 | 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 | $31,349,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,127,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,103,650 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,396,960 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,530,089 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,576,026 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,842,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,917,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,939,570 | 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 | $29,268,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,768,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $7,574,861 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,149,367 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,842,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,917,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,842,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,917,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,842,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$906,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,936,467 | SubtotalAmt |
| Other Decreases | $18,982 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,917,485 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,680 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,680 | SubtotalAmt |
| Tax Based On Investment Income | $9,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Original Return Tax Paid | $9,680 | OriginalReturnTaxPaidAmt |
| Tax Due | $9,680 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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) |
|---|---|---|
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,512,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,914,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,914,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $688,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,226,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,261,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,261,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,680 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $9,680 | TotalTaxAmt |
| Distributable Before Adj | $2,251,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,251,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,251,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,887,876 | 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 | $1,887,876 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,887,876 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,251,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,754 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,887,876 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,754 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,805,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $446,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
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 | Koch Foundation Inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 S Eleventh Avenue | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8124659800 | RecipientPhoneNum |
| Recipient Email Address | jslade@kochllc.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Robert L Koch II 14 S Eleventh Avenue Evansville IN 47712 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | No specific format written with attached 501C3 certificate | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS | |||||||
| 2258 Weldon Pkwy | St Louis | MO | 63416 | No Relationship | PC | Charitable Contribution | $1,000 |
| American Cancer Society | |||||||
| Vogel Road Suite A | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $1,000 |
| American Red Cross | |||||||
| 29 South Stockwell | Evansville | IN | 47714 | No Relationship | PC | Capital Campaign | $5,000 |
| Annunciation Parish | |||||||
| 3010 East Chandler | Evansville | IN | 47714 | No Relationship | PC | Charitable Contributions | $3,000 |
| Ark Crisis Prevention Nursery | |||||||
| 415 Lincoln Avenue | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $1,500 |
| Arts Council of Southwestern Indian | |||||||
| 212 Main St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $5,000 |
| Audubon Kids Zone | |||||||
| PO Box 2058 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $20,000 |
| Aurora | |||||||
| 1100 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $1,500 |
| Baylor University | |||||||
| One Bear Place 97048 | Waco | TX | 76798 | No Relationship | PC | Scholarship | $6,000 |
| Bishop Luers High School | |||||||
| 333 E Paulding Road | Fort Wayne | IN | 46816 | No Relationship | PC | Charitable Operations | $100 |
| Boys and Girls Club | |||||||
| 3415 Buckland Square | Owensboro | KY | 42301 | No Relationship | PC | Charitable Operations | $2,500 |
| Castle North Middle School PTO | |||||||
| 2800 Hwy 261 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $500 |
| Catalyst Church Inc | |||||||
| 3232 Claremont Ave | Evansville | IN | 47712 | No Relationship | PC | Charitable Operations | $500 |
| Catholic Charities Bureau | |||||||
| 2111 Stringtown Rd | Evansville | IN | 47711 | No Relationship | PC | Charitable Operations | $800 |
| Catholic Education Foundation | |||||||
| 520 Benninghof Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $1,500 |
| Cedarville University | |||||||
| 251 N Main St | Cedarville | OH | 72022 | No Relationship | PC | Charitable Operations | $250 |
| Concordia Theological Seminary | |||||||
| 6600 N Clinton St | Ft Wayne | IN | 46825 | No Relationship | PC | Charitable Operations | $300 |
| Deaconess Hospital Foundation | |||||||
| 600 Mary Street | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $10,100 |
| Dream Center | |||||||
| PO Box 4793 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $22,500 |
| Early Childhood Alliance | |||||||
| 3800 N Anthony Blvd | Fort Wayne | IN | 46805 | No Relationship | PC | Charitable Operations | $5,000 |
| Easter Seals of Southwestern Indian | |||||||
| 3701 Bellemeade Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $1,500 |
| Eminence Education Foundation | |||||||
| 291 West Broadway | Eminence | KY | 40019 | No Relationship | PC | Charitable Operations | $500 |
| Erlanger Foundation | |||||||
| 975 East Third St Suite B-508 | Chattanooga | TN | 37403 | No Relationship | PC | Charitable Operations | $1,140 |
| Evansville ARC Foundation | |||||||
| 615 West Virginia St | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $100 |
| Evansville Catholic Interparochial | |||||||
| 4200 N Kentucky Avenue | Evansville | IN | 47711 | No Relationship | PC | Charitable Operations | $12,900 |
| Evansville Day School | |||||||
| 3400 N Greenriver Rd | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $4,000 |
| Evansville Museum of Arts Science | |||||||
| 411 S E Riverside Dr | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $4,500 |
| Evansville Parks Foundation | |||||||
| 6621 Hogue Rd | Evansville | IN | 47712 | No Relationship | PC | Capital Campaign | $101,500 |
| Evansville Philharmonic Orchestra | |||||||
| PO Box 84 | Evansville | IN | 47701 | No Relationship | PC | Charitable Operations | $10,000 |
| Evansville Police Dept Foundation | |||||||
| PO Box 3114 | Evansville | IN | 47730 | No Relationship | PC | Charitable Operations | $1,000 |
| Evansville Racers Basketball Assoc | |||||||
| 8150 Maple Lane | Evansville | IN | 47725 | No Relationship | PC | Charitable Operations | $500 |
| Evansville Zoological Society | |||||||
| 1545 Mesker Park Drive | Evansville | IN | 47720 | No Relationship | PC | Capital Campaign | $57,250 |
| First Avenue Presbyterian Church | |||||||
| 418 First Avenue | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $1,000 |
| Gildas Club | |||||||
| 5740 Vogel Road | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $10,000 |
| Good Shepherd Catholic Church | |||||||
| 2301 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $3,000 |
| Habitat for Humanity of Evansville | |||||||
| 1401 N Fares | Evansville | IN | 47711 | No Relationship | PC | Capital Campaign | $100,000 |
| Health Network Foundation | |||||||
| 33 River St | Chagrin Falls | OH | 44022 | No Relationship | PC | Charitable Operations | $2,500 |
| Heart of West Michigan United Way | |||||||
| 118 Commerce Ave SW | Grand Rapids | MI | 49503 | No Relationship | PC | Charitable Operations | $4,290 |
| Henderson Christian Community | |||||||
| PO Box 363 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $50,000 |
| Henderson Community College | |||||||
| 2660 S Green St | Henderson | KY | 42420 | No Relationship | PC | Capital Campaign | $25,000 |
| Henderson County Industrial Fnd | |||||||
| PO Box 874 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $15,000 |
| Henderson County Relay for Life | |||||||
| PO Box 423 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $1,500 |
| Hollys House | |||||||
| PO Box 4125 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $1,000 |
| Holy Name of Jesus Catholic School | |||||||
| 511 Second St | Henderson | KY | 42420 | No Relationship | PC | Culture of Excellence Grant | $17,000 |
| Holy Redeemer School | |||||||
| 918 Mill Road | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $7,500 |
| Indiana Chamber of Commerce Fnd | |||||||
| 115 W Washington St Suite 850S | Indianapolis | IN | 46204 | No Relationship | PC | Charitable Operations | $2,500 |
| Indiana Guide Right Foundation | |||||||
| PO Box 88933 | Indianapolis | IN | 46208 | No Relationship | PC | Capital Campaign | $5,000 |
| Indiana University | |||||||
| 601 East Kirkwood Avenue | Bloomington | IN | 47405 | No Relationship | PC | Scholarships | $4,000 |
| Indiana University School of Medic | |||||||
| 515 Walnut St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $500,000 |
| Inspiring Autism Spectrum Families | |||||||
| PO Box 5082 | Indianapolis | IN | 46204 | No Relationship | PC | Charitable Operations | $1,000 |
| IU Foundation Cancer Research | |||||||
| University Hospital Rm 1730 | Indianapolis | IN | 46202 | No Relationship | PC | Charitable Operations | $7,500 |
| IUPUI | |||||||
| PO Box 6020 | Indianapolis | IN | 46206 | No Relationship | PC | Scholarships | $2,000 |
| Ivy Tech Foundation | |||||||
| 3501 First Avenue | Evansville | IN | 47710 | No Relationship | PC | Capital Campaign | $50,000 |
| Junior Achievement Henderson | |||||||
| 11195 Wing Ave | Owensboro | KY | 42303 | No Relationship | PC | Charitable Operations | $6,000 |
| Junior Achievement | |||||||
| 100 NW 2nd Ave Suite 112 | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $8,720 |
| 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 |
| Knot Today Inc | |||||||
| 9100 Purdue Road Ste 115 | Indianapolis | IN | 46268 | No Relationship | PC | Charitable Operations | $3,000 |
| Koch Family Childrens Museum | |||||||
| PO Box 122 | Evansville | IN | 47701 | No Relationship | PC | Capital Campaign | $61,100 |
| Lampion Center | |||||||
| 655 S Hebron Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $2,000 |
| Marian Educational Outreach | |||||||
| 520 S Benninghof Ave | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $1,000 |
| Mary Institute St Louis Day School | |||||||
| 101 North Warson Road | St Louis | MO | 63124 | No Relationship | PC | Charitable Operations | $250 |
| 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 | $15,275 |
| Muscular Dystrophy Assn | |||||||
| 4770 Covert Ave Suite 211 | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $1,000 |
| National Kidney Foundation Inc | |||||||
| 1001 Craig Rd Suite 480 | St Louis | MO | 63146 | No Relationship | PC | Charitable Operations | $1,000 |
| Norton Healthcare Foundation | |||||||
| 224 E Broadway 5th floor | Louisville | KY | 40202 | No Relationship | PC | Charitable Operations | $5,180 |
| One Acre Fund | |||||||
| 81 Prospect Street | Brooklyn | NY | 11202 | No Relationship | PC | Charitable Operations | $10,000 |
| Purdue University Foundation | |||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | No Relationship | PC | Charitable Operations | $1,700 |
| Purdue University | |||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | No Relationship | PC | Scholarships | $8,000 |
| Purdue University Ft Wayne | |||||||
| 2101 E Coliseum Blvd | Fort Wayne | IN | 46805 | No Relationship | PC | Scholarships | $4,000 |
| Reitz Memorial Catholic High School | |||||||
| 1500 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $12,000 |
| Right to Life of Southwest Indiana | |||||||
| 20 NW Fourth St Suite 308 | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $4,400 |
| Riley Hospital Childrens Fund | |||||||
| 702 Barnhill Drive | Indianapolis | IN | 46205 | No Relationship | PC | Charitable Operations | $1,000 |
| Ronald McDonald Charities | |||||||
| 3540 Washington Ave | Evansville | IN | 47714 | No Relationship | PC | Charitable Operations | $900 |
| Salvation Army | |||||||
| Po Box 4055 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $1,000 |
| Signature School Foundation | |||||||
| 610 Main St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $50,000 |
| Siskin Rehabilitation Center | |||||||
| 529 Oak St | Chattanooga | TN | 37403 | No Relationship | PC | Charitable Operations | $3,280 |
| St John the Baptist School | |||||||
| 625 Frame Rd | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $7,492 |
| St Meinrad Archabbey School of Theo | |||||||
| 200 Hill Drive | St Meinrad | IN | 47577 | No Relationship | PC | Charitable Operations | $150 |
| Sts Peter and Paul School | |||||||
| 211 N Vine St | Haubstadt | IN | 47639 | No Relationship | PC | Charitable Operations | $2,275 |
| Susan G Komen Breast Cancer Fnd | |||||||
| 5005 LBJ Freeway Suite 370 | Dallas | TX | 75244 | No Relationship | PC | Charitable Operations | $7,500 |
| The Literacy Center | |||||||
| 3411 A First Ave | Evansville | IN | 47710 | No Relationship | PC | Charitable Operations | $2,500 |
| The Nature Conservancy IN | |||||||
| 620 East Ohio St | Indianapolis | IN | 46202 | No Relationship | PC | Charitable Operations | $1,000 |
| United Elite FC Inc | |||||||
| 320 Eagle Crest Drive Ste E | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $750 |
| United Way of Bluegrass | |||||||
| 100 Midland Ave 300 | Lexington | KY | 40508 | No Relationship | PC | Charitable Operations | $312 |
| United Way of Central Indiana | |||||||
| PO Box 88409 | Indianapolis | IN | 46208 | No Relationship | PC | Charitable Operations | $4,602 |
| United Way of Greater St Louis | |||||||
| PO Box 14507 | St Louis | MO | 63178 | No Relationship | PC | Charitable Operations | $7,359 |
| United Way of Henderson County | |||||||
| PO Box 1097 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $132,953 |
| United Way of Louisville KY | |||||||
| PO Box 4488 | Louisville | KY | 40204 | No Relationship | PC | Charitable Operations | $4,747 |
| United Way of Metro Atlanta | |||||||
| 275 Pryor St Southwest | Atlanta | GA | 30303 | No Relationship | PC | Charitable Operations | $1,932 |
| United Way of Metro Nashville | |||||||
| 250 Venture Circle | Nashville | TN | 37228 | No Relationship | PC | Charitable Operations | $238 |
| United Way of Morgan County | |||||||
| PO Box 1058 | Decatur | AL | 35602 | No Relationship | PC | Charitable Operations | $3,601 |
| United Way on Natrona County | |||||||
| PO Box 2046 | Casper | WY | 82602 | No Relationship | PC | Charitable Operations | $3,372 |
| United Way of Southern West Virgini | |||||||
| PO Box 5456 | Beckley | WV | 25801 | No Relationship | PC | Charitable Operations | $4,921 |
| United Way of Southwestern Indiana | |||||||
| 210 Locust St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $256,594 |
| University of Evansville | |||||||
| 1800 Lincoln Ave | Evansville | IN | 47722 | No Relationship | PC | Diversity Endowment | $28,000 |
| University of Notre Dame | |||||||
| 1100 Grace Hall | Notre Dame | IN | 46556 | No Relationship | PC | Charitable Operations | $500 |
| USI Foundation | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | No Relationship | PC | Diversity Endowment | $25,800 |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | No Relationship | PC | Charitable Operations | $100 |
| West Side Christian Church | |||||||
| 1200 N Red Bank Rd | Evansville | IN | 47720 | No Relationship | PC | Charitable Operations | $2,500 |
| Western Kentucky University | |||||||
| 1 Big Red Way | Bowling Green | KY | 42101 | No Relationship | PC | Scholarships | $4,000 |
| Westside Catholic Consolidated | |||||||
| 1626 Glendale Ave | Evansville | IN | 47712 | No Relationship | PC | Charitable Operations | $1,025 |
| Williamson Medical Center Fnd | |||||||
| 4321 Carothers Parkway Suite 603 | Franklin | TN | 37067 | No Relationship | PC | Charitable Operations | $1,020 |
| WNIN Tri State Public Teleplex | |||||||
| Two Main St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign | $10,000 |
| YMCA of Southwestern Indiana | |||||||
| 2222 NW 6th St | Evansville | IN | 47708 | No Relationship | PC | Capital Campaign and Charitable Operations | $54,500 |
| Young Life of Evansville | |||||||
| PO Box 4375 | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $600 |
| Young Life of Newburgh | |||||||
| 5088 S Plaza Drive | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $750 |
| Youth First Foundation Inc | |||||||
| 401 SE Sixth St | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $15,000 |
| YMCA | |||||||
| 118 Vine St | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $1,000 |
| Whitfield Healthcare Foundation | |||||||
| PO Box 1168 | Dalton | GA | 30722 | No Relationship | PC | Charitable Operations | $1,100 |
| Institute for Quality Education | |||||||
| 101 W Ohio St | Indianapolis | IN | 46204 | No Relationship | PC | Charitable Operations | -$1,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,887,876 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (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 | $5,359 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $756,491 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| 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 | -$204,637 | 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 | $557,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,213 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koch Enterprises Inc | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 S Eleventh Avenue | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (36 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| ZOETIS INC COM ZTS | Purchase | $28,860 | $26,456 | $0 | $0 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM ADPT | Purchase | $53,339 | $52,069 | $0 | $0 |
| ADAPTIVE BIOTECHNOLOGIES CORP COM ADPT | Purchase | $50,088 | $48,453 | $0 | $0 |
| CHEVRON CORP NEW COM CVX | Purchase | $19,126 | $24,392 | $0 | $0 |
| WABTEC CORP COM WAB | Purchase | $20,961 | $24,168 | $0 | $0 |
| WABTEC CORP COM WAB | Purchase | $53,913 | $62,922 | $0 | $0 |
| WABTEC CORP COM WAB | Purchase | $48,438 | $60,896 | $0 | $0 |
| EVOLENT HEALTH | Purchase | $30,163 | $63,457 | $0 | $0 |
| EXACT SCIENCES CORP | Purchase | $41,409 | $83,826 | $0 | $0 |
| PARSLEY ENERGY INC | Purchase | $30,136 | $104,500 | $0 | $0 |
| AMETEK INC COM | Purchase | $56,151 | $91,509 | $0 | $0 |
| CARMAX INC KMX | Purchase | $20,771 | $48,629 | $0 | $0 |
| LIVE NATION ENTERTAINMENT | Purchase | $26,507 | $30,821 | $0 | $0 |
| KORNIT DIGITAL LTD ORD KRNT | Purchase | $46,462 | $67,529 | $0 | $0 |
| DISNEY WALT CO | Purchase | $100,217 | $135,056 | $0 | $0 |
| DOLBY LABORATORIES INC COM DLB | Purchase | $94,219 | $113,598 | $0 | $0 |
| INTERNATIONAL BUS MACH CORP IBM | Purchase | $54,009 | $73,690 | $0 | $0 |
| PLANET FITNESS INC | Purchase | $45,977 | $46,753 | $0 | $0 |
| ZYLEM ZYL | Purchase | $145,475 | $174,918 | $0 | $0 |
| INTERNATIONAL BUS MACH CORP IBM | Purchase | $29,327 | $37,454 | $0 | $0 |
| PAYPAL HOLDINGS INC COM PYPL | Purchase | $12,873 | $8,102 | $0 | $0 |
| WALMART INC COM WMT | Purchase | $42,897 | $42,995 | $0 | $0 |
| CARMAX INC KMX | Purchase | $44,253 | $47,711 | $0 | $0 |
| CHEVRON CORP NEW COM CVX | Purchase | $43,615 | $60,327 | $0 | $0 |
| INTERNATIONAL BUS MACH CORP IBM | Purchase | $91,648 | $85,181 | $0 | $0 |
| CHEVRON CORP NEW COM CVX | Purchase | $108,236 | $139,541 | $0 | $0 |
| ECOLAB INC ECL | Purchase | $50,014 | $48,168 | $0 | $0 |
| TRANSDIGM GROUP INC | Purchase | $17,285 | $18,417 | $0 | $0 |
| EVOLENT HEALTH INC | Purchase | $54,247 | $33,884 | $0 | $0 |
| PURE STORAGE INC CL PSTG | Purchase | $120,114 | $119,183 | $0 | $0 |
| REPAY HLDGS COPR COM CL A RPAY | Purchase | $33,780 | $24,450 | $0 | $0 |
| ABIOMED INC COM | Purchase | $23,343 | $14,596 | $0 | $0 |
| DOCUSIGN INC COM | Purchase | $58,016 | $18,015 | $0 | $0 |
| TELADOC HEALTH INC COM | Purchase | $19,727 | $7,070 | $0 | $0 |
| Touchstone Flexible Income Fund | Purchase | $300,000 | $287,226 | $0 | $0 |
| Vanguard INTL GRW ADML | Purchase | $105,726 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds | BondNm |
| EOY Book Value | $2,530,089 | EOYBookValueAmt |
| EOYFMV | $2,576,026 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $33,127,502 | EOYBookValueAmt |
| EOYFMV | $52,103,650 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Variance changes | Desc |
| Amt | $18,982 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $48,483 | Amt |
| Net Investment Income | $48,483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax | $10,432 | $0 | $0 | $0 |
| Foreign Tax Paid | $16,931 | $16,931 | $0 | $0 |
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