2018-11-15T15:31:56-06:00 2017-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2017-01-01 274967732 CHARLES KOCH INSTITUTE % ROBERT HEATON CHAR 7038751658 1320 N COURTHOUSE ROAD STE 500 ARLINGTON VA 22201 ROBERT HEATON TREASURER 7038751658 2018-11-15 true Michael J Engle P00482834 8162216300 184.6.54.194 43372220183195000039 2018-11-15 P 1E7E83216B10E21B10DE4CFB8887010A2A1D4287 67F1221570CB0498B58445783EEBE74F47EF6DD1 2017 2019-02-21 02:37:17Z BRIAN HOOKS 1320 N COURTHOUSE ROAD STE 500 ARLINGTON VA 22201 55014414 false X WWW.CHARLESKOCHINSTITUTE.ORG X 2011 DE INSPIRED BY A RECOGNITION THAT FREE PEOPLE ARE CAPABLE OF EXTRAORDINARY THINGS, THE CHARLES KOCH INSTITUTE SUPPORTS EDUCATIONAL PROGRAMS AND DIALOGUE TO (SEE SCHEDULE O) 6 1 207 0 2047187 1757630 15106000 52302300 0 0 1829348 655201 62872 2056913 16998220 55014414 1212613 1426996 0 0 15162878 16182583 0 0 0 9477115 10224168 25852606 27833747 -8854386 27180667 304586518 336666388 6213908 6860009 298372610 329806379 X SEE SCHEDULE O false false 25146677 1426996 0 Educate students in a class room regarding the principles that enable individuals to live their best lives. 25146677 true true false true false false false false false false true true false false false false false false true false false false false false false false false true true true false false false false false false false true false false false false true true true true false false true 118 0 true 207 true true true false false false false false false false false false X 6 1 true false false false false false false true false false false false true true true true true true true false WI X X ROBERT HEATON 7038751658 1320 N COURTHOUSE RD STE 500 ARLINGTON VA 22201 BRIAN HOOKS PRESIDENT 35.0 11.0 X X 563565 0 31368 CHARLES CHASE KOCH DIRECTOR 1.0 0.0 X 0 0 0 CHARLES G KOCH CHAIRMAN 1.0 1.0 X 0 0 0 ELIZABETH B KOCH DIRECTOR 1.0 1.0 X 0 0 0 RICHARD FINK VICE CHAIRMAN 1.0 2.0 X 0 0 0 DALE GIBBENS EXECUTIVE VICE PRESIDENT 1.0 1.0 X X 0 40920 0 ARIANNE MASSEY VICE PRESIDENT, TALENT DEV. 20.0 1.0 X 0 0 0 WILLIAM RUGER VICE PRESIDENT-RESEARCH/POLICY 49.0 1.0 X 328813 0 30662 BRIAN MENKES SECRETARY 2.0 1.0 X 0 0 0 ROBERT HEATON TREASURER 1.0 2.0 X 0 0 0 KATEY ROBERTS VICE PRESIDENT- CHIEF OF STAFF 50.0 0.0 X 261356 0 16460 DEREK JOHNSON DIRECTOR-EDUC. 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ADDRESS: 1320 N COURTHOUSE RD, STE 220, ARLINGTON, VA 22201 LOBBYING EXPENSES: NONE TOTAL EXPENSES: $15,507,543 STAND TOGETHER, INC. HAS NOT MADE A 501(H) ELECTION. 0 67767 67500 267 267 DOMESTIC PASSIVE INV. PTNRSHIP 268456058 F 268456058 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THE INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true true true true true false false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 THE ORGANIZATION HAS PUBLISHED ITS RACIAL NONDISCRIMINATORY POLICY IN THE WASHINGTON TIMES. SCHEDULE E, PART I, LINE 4D THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS. true Cato Institute 1000 Massachusetts Avenue NW Washington DC 20001 237432162 501(c)(3) 98000 Education Institute For Humane Studies 3301 N Fairfax Drive Suite 440 Arlington VA 22201 941623852 501(c)(3) 73200 Education Reason Foundation 3415 S Sepulveda Blvd Suite 400 Los Angeles CA 90034 953298239 501(c)(3) 65000 Education American Legislative Exchange Council 1101 Vermont Ave NW Floor 11 Washington DC 20005 520140979 501(c)(3) 36000 Education Moving Picture Institute 375 Greenwich St New York NY 10013 203237801 501(c)(3) 30000 Education Charles Koch Foundation 1515 N Courthouse Road Suite 200 Arlington VA 22201 480918408 501(c)(3) 27000 Education Atlas Network 1201 L Street NW 2nd Floor Washington DC 20005 942763845 501(c)(3) 26000 Education TechFreedom 110 Maryland Ave NE Suite 407 Washington DC 20002 273567814 501(c)(3) 26000 Education The Saturday Evening Post Society Inc 1100 Waterway Blvd Indianapolis IN 46202 310896583 501(c)(3) 24000 Education Barry Goldwater Institute For Public Policy Resear 500 E Coronado Rd Phoenix AZ 85004 860597661 501(c)(3) 22500 Education Young Americans For Liberty Foundation 3030 Clarendon Blvd Suite 200 Arlington VA 22201 453503672 501(c)(3) 22000 Education Young Voices 220 Allison St NW Apt 105 Washington DC 20011 812593815 501(c)(3) 22000 Education Institute For Energy Research 1155 15th Street NW 900 Washington DC 20005 760149778 501(c)(3) 20289 Education Daily Caller News Foundation 1050 17th St NW Suite 900 Washington DC 20036 452922471 501(c)(3) 20000 Education Nevada Policy Research Institute 7130 Placid Street Las Vegas NV 89119 880276314 501(c)(3) 20000 Education Students For Liberty 1101 17th Street NW Suite 810 Washington DC 20036 943435899 501(c)(3) 20000 Education Institute For Justice 901 N Glebe Road Suite 900 Arlington VA 22203 521744337 501(c)(3) 19044 Education R Street Institute 1050 17th Street NW Suite 1150 Washington DC 20036 263477125 501(c)(3) 18000 Education Bill of Rights Institute 200 N Glebe Rd Suite 200 Arlington VA 22203 480891418 501(c)(3) 16000 Education Competitive Enterprise Institute 1899 L Street NW Floor 12 Washington DC 20005 521351785 501(c)(3) 16000 Education Independent Institute 100 Swan Way Oakland CA 946211428 943008370 501(c)(3) 15000 Education South Carolina Policy Council 1323 Pendleton Street Columbia SC 29201 570835744 501(c)(3) 15000 Education Americans For Prosperity Foundation 1320 N Courthouse Rd Ste 700 Arlington VA 22201 521527294 501(c)(3) 14289 Education Center for Competitive Politics 124 South West Street Suite 201 Alexandria VA 22314 203676886 501(c)(3) 14000 Education Strata 255 S Main St Suite 100 Logan UT 84321 455339959 501(c)(3) 13553 Education Cause of Action Institute 1919 Pennsylvania Ave NW Suite 650 Washington DC 20006 452805977 501(c)(3) 12000 Education Georgia Public Policy Foundation 3200 Cobb Galleria Parkway Suite 214 Atlanta GA 30339 581943161 501(c)(3) 12000 Education CO2 Coalition 1621 N Kent St Suite 603 Arlington VA 22209 473722575 501(c)(3) 10000 Education Institute To Reduce Spending Inc 919 Prince Street Alexandria VA 22314 611701005 501(c)(3) 10000 Education National Taxpayers Union Foundation 108 North Alfred Street Alexandria VA 22314 521122683 501(c)(3) 10000 Education Spark Freedom 605 Long Branch Road Lancaster TN 38569 274827443 501(c)(3) 10000 Education Taliesin Nexus (A California Public Benefit Corpor 619 South Olive Street 403 Los Angeles CA 90014 274737588 501(c)(3) 10000 Education Manhattan Institute For Policy Research 52 Vanderbilt Avenue 3rd Floor New York NY 10017 132912529 501(c)(3) 8500 Education American Council of Trustees and Alumni 1726 M Street NW Suite 802 Washington DC 20036 521870003 501(c)(3) 8000 Education Wyoming Liberty Group 1902 Thomas Avenue Cheyenne WY 82001 262828115 501(c)(3) 6842 Education American Spectator Foundation 933 Kenmore Street Suite 405 Arlington VA 22201 237002632 501(c)(3) 6000 Education Ladies of Liberty Alliance 911 M Street NW Suite A Washington DC 20001 271047673 501(c)(3) 6000 Education Network of Enlightened Women 1210 Massachusetts Ave NW No 1201 Washington DC 20005 205178959 501(c)(3) 6000 Education Student Free Press Association 4771 Mechanic Road Hillsdale MI 49242 272277658 501(c)(3) 6000 Education Leadership Institute 1101 North Highland Street Arlington VA 22201 510235174 501(c)(3) 5920 Education Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids MI 495032718 382926822 501(c)(3) 5526 Education EMERGENT ORDER LLC 655 15TH STREET NW 8TH FLOOR WASHINGTON DC 20005 17667 EDUCATION 41 1 EDUCATIONAL PROGRAMS 405 422071 SCHEDULE I, PART I, LINE 2 THE ORGANIZATION PROVIDED GRANTS TO THE ABOVE-MENTIONED ENTITIES TO ENABLE INDIVIDUALS WORKING AT (AND SELECTED BY) THE GRANTEES TO ATTEND THE ORGANIZATION'S CLASSROOM EDUCATIONAL PROGRAMS AS STUDENTS. THE GRANT AWARD LETTERS PROHIBIT THE GRANTEE FROM USING THE GRANT FUNDS FOR LOBBYING AND POLITICAL PURPOSES, AND MAY REQUIRE THE GRANTEE TO FURNISH A REPORT TO THE ORGANIZATION DESCRIBING THE CHARITABLE AND EDUCATIONAL ACTIVITIES IN CONNECTION WITH THE ORGANIZATION'S EDUCATIONAL PROGRAMS FULFILLED BY THE USE OF GRANT FUNDS. X true true X X false false false false false false false true false BRIAN HOOKS PRESIDENT 188565 0 375000 0 0 0 16200 0 15168 0 594933 0 WILLIAM RUGER VICE PRESIDENT-RESEARCH/POLICY 243813 0 85000 0 0 0 15494 0 15168 0 359475 0 KATEY ROBERTS VICE PRESIDENT- CHIEF OF STAFF 141356 0 120000 0 0 0 16200 0 260 0 277816 0 DEREK JOHNSON DIRECTOR-EDUC. DEVELOPMENT 136789 0 115000 0 0 0 16200 0 15168 0 283157 0 VIKRANT REDDY SENIOR RESEARCH FELLOW 157000 0 45000 0 0 0 8388 0 243 0 210631 0 ADAM SOHN VICE PRESIDENT 263313 0 0 0 0 0 8250 0 15168 0 286731 0 DANA SANFORD SENIOR DIRECTOR 215385 0 0 6750 9088 231223 SCHEDULE J, PART I, LINE 1A THE ORGANIZATION PAID $52 PER MONTH IN SOCIAL CLUB DUES FOR AN EMPLOYEE SO THE ORGANIZATION COULD USE THE CLUB FOR EVENTS. THE DUES WERE NOT TREATED AS TAXABLE COMPENSATION BECAUSE THE CLUB IS USED EXCLUSIVELY BY THE ORGANIZATION FOR EVENTS, AND THE EMPLOYEE DOES NOT USE THE CLUB. SCHEDULE J, PART I, LINE 7 INCENTIVE COMPENSATION IS BASED ON EXTRAORDINARY EFFORTS AND SERVICES PROVIDED TO THE ORGANIZATION, NOT BASED ON FINANCIAL RESULTS OF THE INSTITUTE. SEE SCHEDULE L PART V SCHEDULE L, PART IV LINE 1 A. 1888 MANAGEMENT LLC B. CHARLES G. KOCH IS A DIRECTOR OF CKI AND 1888 MANAGEMENT LLC IS A 35% CONTROLLED ENTITY. C. $116,248 D. INVESTMENT MANAGEMENT FEES E. NO LINE 2 A. ARCH PROPERTIES COMPANY B. CHARLES G. KOCH IS A DIRECTOR OF CKI AND ARCH PROPERTIES COMPANY IS A 35% CONTROLLED ENTITY. C. $2,259,336 D. OFFICE SPACE RENTAL (AT COST) E. NO FORM 990, PART I, LINE 1 ADVANCE THESE PRINCIPLES, CHALLENGE CONVENTION, AND ELIMINATE BARRIERS THAT STIFLE CREATIVITY AND PROGRESS. FORM 990, PART III, LINE 1 INSPIRED BY A RECOGNITION THAT FREE PEOPLE ARE CAPABLE OF EXTRAORDINARY THINGS, THE CHARLES KOCH INSTITUTE SUPPORTS EDUCATIONAL PROGRAMS AND DIALOGUE TO ADVANCE THESE PRINCIPLES, CHALLENGE CONVENTION, AND ELIMINATE BARRIERS THAT STIFLE CREATIVITY AND PROGRESS. FORM 990, PART VI, SECTION A, LINE 2 CHARLES G. KOCH, ELIZABETH B. KOCH AND CHARLES CHASE KOCH HAVE A FAMILY RELATIONSHIP. VARIOUS OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUCH COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE INSTITUTE'S FORM 990 WAS SENT TO AND REVIEWED BY THE INSTITUTE'S LEGAL COUNSEL, TREASURER, AND SECRETARY. IF TIME ALLOWS, THE FORM 990 AND ALL REQUIRED SCHEDULES WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN SUMMARY, THE INSTITUTE'S CONFLICT OF INTEREST POLICY COVERS PROPOSED TRANSACTIONS WHERE INTERESTED PERSONS (I.E., BOARD MEMBERS AND OFFICERS) MAY HAVE A FINANCIAL INTEREST IN A TRANSACTION BEING CONSIDERED BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF. THE BOARD OR COMMITTEE THEREOF HAS VARIOUS OPTIONS TO ADDRESS THE PROPOSED TRANSACTION AND WHETHER IT PRESENTS A CONFLICT OF INTEREST, INCLUDING EVALUATING THE FAIRNESS OF THE TRANSACTION, WHETHER TO APPOINT A DISINTERESTED PERSON(S) OR COMMITTEE TO EVALUATE THE TRANSACTION, CONSULTING LEGAL COUNSEL, ETC. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S COMPENSATION WAS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON COMPARABLE AMOUNTS PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES. FORM 990, PART VI, SECTION B, LINE 15B WITH RESPECT TO COMPENSATION FOR THE ORGANIZATION'S OFFICERS, OTHER THAN THE PRESIDENT, THE PRESIDENT AND HUMAN RESOURCES DIRECTOR RECENTLY DETERMINED THE COMPENSATION LEVELS AND THOSE INDIVIDUALS WERE COMPENSATED BASED ON COMPARABLE AMOUNTS PAID BY COMPARABLE ORGANIZATIONS FOR COMPARABLE SERVICES. ALL COMPENSATION AMOUNTS ARE PROVIDED TO AND REVEIWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE MAKES DOCUMENTS AVAILABLE IN ACCORDANCE WITH IRS RULES. 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