CHARLES KOCH FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CHARLES KOCH FOUNDATION (EIN 48-0918408)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201323199349102377
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Expenditure Responsibility Stmt
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T16:52:29-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1551 N WATERFRONT PKWY STE 300	AddressLine1
City	WICHITA	City
State	KS	State
ZIP Code	672066601	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	480918408	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES KOCH FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% KARA WORTHINGTON	InCareOfName
Name Control	CHAR	NameControl
Phone	3168286847	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2256	AddressLine1
Address Line2	Suite	AddressLine2
City	WICHITA	City
State	KS	State
ZIP Code	672012256	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HEATHER LOVE	Name
Title	TREASURER	Title
Phone	3168288286	Phone
Date Signed	2013-11-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	3162652811	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	276881787	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	60025464	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1415	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1415	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	3918994	DividendsRevAndExpnss
Dividends Net Invst Incm	3918994	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	5391703	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	138733912	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	5391703	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	0	NetSTCGAdjNetIncm
Other Income Rev And Expnss	1811978	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	1720303	OtherIncomeNetInvstIncm
Total Revenue And Expenses	71149554	TotalRevenueAndExpenses
Total Net Investment Income	11032415	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Oth Empl Slrs Wgs Rev And Expnss	1478900	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	1478900	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	258288	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Dsbrs Chrtbl Prps	258288	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	7219	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	7219	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	6103	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	6103	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	636481	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	478017	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	158464	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	231982	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	20468	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	198553	DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss	371286	OccupancyRevAndExpnss
Occupancy Dsbrs Chrtbl Prps	371286	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	145161	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	145161	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	5462	PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps	5462	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	238297	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	238297	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	3577732	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	478017	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2689648	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	13993693	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	14920448	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	17571425	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	478017	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	17610096	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	53578129	ExcessOfRevenueOverExpenses
Net Investment Income	10554398	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	676259	CashBOY
Cash EOY	428037	CashEOY
Cash EOYFMV	428037	CashEOYFMV
Savings And Temp Cash Invst BOY	8655461	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	77727198	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	77727198	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	72101	AccountsReceivable
Accounts Receivable BOY	87889	AccountsReceivableBOY
Accounts Receivable EOY	72101	AccountsReceivableEOY
Accounts Receivable EOYFMV	72101	AccountsReceivableEOYFMV
Prepaid Expenses BOY	113397	PrepaidExpensesBOY
Prepaid Expenses EOY	86638	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	86638	PrepaidExpensesEOYFMV
Investments Land Etc Basis	3377694	InvestmentsLandEtcBasis
Investments Land Etc BOY	3377694	InvestmentsLandEtcBOY
Investments Land Etc EOY	3377694	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	2455694	InvestmentsLandEtcEOYFMV
Investments Other BOY	203038442	InvestmentsOtherBOY
Investments Other EOY	186067154	InvestmentsOtherEOY
Investments Other EOYFMV	196100488	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	16635	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	5004	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	405231	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	11631	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	11631	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	216354373	TotalAssetsBOY
Total Assets EOY	267770453	TotalAssetsEOY
Total Assets EOYFMV	276881787	TotalAssetsEOYFMV
Accounts Payable BOY	18746	AccountsPayableBOY
Accounts Payable EOY	159554	AccountsPayableEOY
Grants Payable BOY	2863946	GrantsPayableBOY
Grants Payable EOY	1938471	GrantsPayableEOY
Total Liabilities BOY	2882692	TotalLiabilitiesBOY
Total Liabilities EOY	2098025	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	213471681	UnrestrictedBOY
Unrestricted EOY	265672428	UnrestrictedEOY
Total Net Assets BOY	213471681	TotalNetAssetsBOY
Total Net Assets EOY	265672428	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	216354373	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	267770453	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	213471681	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	53578129	ExcessOfRevenueOverExpenses
Subtotal	267049810	Subtotal
Other Decreases	1377382	OtherDecreases
Total Net Assets Fund Balances EOY	265672428	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
ZAZOVE	7854954	7199070	655884	655884
ACIS CLO	50259461	50124449	135012	135012
EFPRP	14265788	12768305	1497483	1497483
EXCELSIOR	18135	34669	-16534	-16534
WINTON	47447974	47000000	447974	447974
HIGHLAND	11524598	8719489	2805109	2805109
MPAM	7363002	7496227	-133225	-133225

Field	Value	IRS element (for citing)
Capital Gain Net Income	5391703	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	0	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	20955082	QualifyingDistributionsYear1
Noncharitable Assets Year1	215815197	NoncharitableAssetsYear1
Distribution Ratio Year1	0.097097	DistributionRatioYear1
Qualifying Distributions Year2	18901264	QualifyingDistributionsYear2
Noncharitable Assets Year2	203468683	NoncharitableAssetsYear2
Distribution Ratio Year2	0.092895	DistributionRatioYear2
Qualifying Distributions Year3	19551962	QualifyingDistributionsYear3
Noncharitable Assets Year3	155141798	NoncharitableAssetsYear3
Distribution Ratio Year3	0.126026	DistributionRatioYear3
Qualifying Distributions Year4	15476965	QualifyingDistributionsYear4
Noncharitable Assets Year4	170704588	NoncharitableAssetsYear4
Distribution Ratio Year4	0.090665	DistributionRatioYear4
Qualifying Distributions Year5	10080287	QualifyingDistributionsYear5
Noncharitable Assets Year5	127673989	NoncharitableAssetsYear5
Distribution Ratio Year5	0.078953	DistributionRatioYear5
Total Distribution Ratio	0.485636	TotalDistributionRatio
Average Distribution Ratio	0.097127	AverageDistributionRatio
Net Noncharitable Assets	216432788	NetNoncharitableAssets
Adjusted Noncharitable Assets	21021467	AdjustedNoncharitableAssets
One Percent Net Investment Income	105544	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	21127011	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	17610096	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	211088	InvestmentIncomeExciseTax
Subtotal	211088	Subtotal
Tax Based On Investment Income	211088	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	167719	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	20000	TaxPaidWithExtension
Total Credits And Payments	187719	TotalCreditsAndPayments
Penalty For Underpayment	356	PenaltyForUnderpayment
Tax Due	23725	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	DC	StatesFiledWith
States Filed With	KS	StatesFiledWith
States Filed With	VA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.CHARLESKOCHFOUNDATION.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KARA WORTHINGTON	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3168286768	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4111 E 37TH ST N	AddressLine1
City	WICHITA	City
State	KS	State
ZIP Code	67220	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	true	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	true	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	true	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
CHARLES CHASE KOCH
PO BOX 2256	WICHITA	KS	672012256	DIRECTOR	0.25	0	0	0
ELIZABETH B KOCH
PO BOX 2256	WICHITA	KS	672012256	DIRECTOR	0.25	0	0	0
CHARLES G KOCH
PO BOX 2256	WICHITA	KS	672012256	DIRECTOR/ CHAIRMAN	0.25	0	0	0
HEATHER LOVE
PO BOX 2256	WICHITA	KS	672012256	TREASURER	1.0	0	0	0
BRIAN MENKES
1515 N COURTHOUSE RD SUITE 200	ARLINGTON	VA	22201	SECRETARY	1.0	0	0	0
RICHARD H FINK
1515 N COURTHOUSE RD SUITE 200	ARLINGTON	VA	22201	PRESIDENT/DIRECTOR	1.0	0	0	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)

NameName	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Average Hours Per WeekAverageHoursPerWeek	CompensationCompensation	Employee BenefitsEmployeeBenefits	Expense AccountExpenseAccount
ALLISON KASIC	1515 N COURTHOUSE RD STE 200	ARLINGTON	VA	22201	PROGRAM MANAGER	40.0	63313	3591	1440
RYAN STOWERS	1515 N COURTHOUSE RD STE 200	ARLINGTON	VA	22201	PGM DIR HIGHER EDUC	40.0	185206	11112	1440
JOHN HARDIN	1515 N COURTHOUSE RD STE 200	ARLINGTON	VA	22201	PROGRAM MANAGER	40.0	73063	4384	1440
DEREK JOHNSON	1515 N COURTHOUSE RD STE 200	ARLINGTON	VA	22201	PGM OFF HIGHER EDUC	40.0	81250	4875	1440
CHARLES RUGER	1515 N COURTHOUSE RD STE 200	ARLINGTON	VA	22201	PGM OFF HIGHER EDUC	40.0	70063	7220	1320

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	2	TotNumberOfOthEmplPaidOver50k

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	199216809	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	17864133	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	2647777	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	219728719	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	219728719	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3295931	CashDeemedCharitable
Net Noncharitable Assets	216432788	NetNoncharitableAssets
Minimum Investment Return	10821639	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	10821639	MinimumInvestmentReturn
Tax Based On Investment Income	211088	TaxBasedOnInvestmentIncome
Total Tax	211088	TotalTax
Distributable Amount Before Adj	10610551	DistributableAmountBeforeAdj
Distributable Amount Before Ded	10610551	DistributableAmountBeforeDed
Distributable Amount As Adjusted	10610551	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	17610096	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	17610096	QualifyingDistributions
Adj Qualifying Distributions	17610096	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	10610551	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	3779603	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	7054261	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	11912574	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	8931145	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	10279637	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	41957220	TotalExcessDistriCarryover
Qualifying Distributions	17610096	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	10610551	AppliedToCurrentYear
Remaining Distri From Corpus	6999545	RemainingDistriFromCorpus
Total Corpus	48956765	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	3779603	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	45177162	ExcessDistriCyovToNextYear
Excess From Year4	7054261	ExcessFromYear4
Excess From Year3	11912574	ExcessFromYear3
Excess From Year2	8931145	ExcessFromYear2
Excess From Year1	10279637	ExcessFromYear1
Excess From Current Year	6999545	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	CHARLES G KOCH	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	CHARLES KOCH FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1515 N COURTHOUSE ROAD SUITE 200	AddressLine1
City	ARLINGTON	City
State	VA	State
ZIP Code	22201	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	7038751600	RecipientPhoneNumber
Form And Info And Materials	ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN ATTACHMENT 16 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5. CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT NO	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF MANKIND. BUILDING ON THIS KNOWLEDGE, THE CHARLES KOCH FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS IN ORDER TO INTEGRATE THEORY AND PRACTICE. BY DOING SO, THE FOUNDATION STRIVES TO DEVELOP MARKET-BASED TOOLS THAT ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO PROSPER. THE CHARLES KOCH FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED TO SUPPORT POSITIVE SOCIAL CHANGE. THE FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRST FAMILIARIZE THEMSELVES WITH THOSE DOMAINS BY EXAMINING THE FOUNDATION'S AREAS OF INTEREST. IN ADDITION, THE FOUNDATION PLACES SEVERAL LIMITATIONS ON THE REQUESTS IT CONSIDERS. 1. THE FOUNDATION PRIMARILY MAKES GRANTS TO SECTION 501(C)(3) PUBLIC CHARITIES. THE CHARLES KOCH FOUNDATION DOES NOT SUPPORT FOR-PROFIT CORPORATIONS OR INDIVIDUALS.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (258 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	Province Or StateRecipientForeignAddress/ProvinceOrState	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode
Academy on Capitalism and Limited Government Found
528 E Green St Suite 202	Champaign	IL	61820	None	Public	General Support	$25,000
Acton Institute
161 Ottawa Avenue NW	Grand Rapids	MI	495032718	None	Public	General Support	$10,000	Suite 301
Advance Arkansas Institute
55 Fontenay Circle	Little Rock	AR	72223	None	Public	General Support	$5,500
Alabama Policy Institute
402 Office Park Dr	Birmingham	AL	35223	None	Public	General Support	$14,000	Suite 300
Albany State University Foundation
504 College Drive	Albany	GA	31705	None	Public	General Support	$11,000
Alexander Hamilton Institute
for the Study of Western Civilizati	Clinton	NY	13323	None	Public	General Support	$27,800	21 West Park
Alma College
614 W Superior St	Alma	MI	48801	None	Public	General Support	$8,500
American Enterprise Institute
1150 Seventeenth St NW	Washington	DC	20036	None	Public	General Support	$510,000
American Spectator Foundation
1611 N Kent St	Arlington	VA	22209	None	Public	General Support	$10,000	Suite 901
American University
Department of Government	Washington	DC	200168130	None	Public	General Support	$15,000	School of Public Affairs
America's Future Foundation
1513 16th Street NW	Washington	DC	20036	None	Public	General Support	$12,000
Association of Private Enterprise
300 Fletcher	Chattanooga	TN	37403	None	Public	General Support	$60,000
Assumption College
500 Salisbury Street	Worcester	MA	01609	None	Public	General Support	$6,000
Atlas Economic Research Foundation
1201 L Street NW	Washington	DC	20005	None	Public	General Support	$20,000	2nd Floor
Augustana College
2001 South Summit Ave	Sioux Falls	SD	57197	None	Public	General Support	$5,000
Azusa Pacific University
901 E Alosta Ave	Azusa	CA	917027000	None	Public	General Support	$15,000	PO Box 7000
Ball State University
2800 W Bethel Ave	Muncie	IN	47308	None	Public	General Support	$3,000
Barton College
PO Box 5000	Wilson	NC	27893	None	Public	General Support	$9,300
Bastiat Society
175 King St	Charleston	SC	29401	None	Public	General Support	$8,000
Beloit College
700 College Street	Beloit	WI	53511	None	Public	General Support	$6,000
Bernard Center
10120 Chapel Road	Potomac	MD	20854	None	Public	General Support	$40,000
Berry College
PO Box 495024	Mount Berry	GA	301495024	None	Public	General Support	$11,900
Bethel College
1001 Bethel Circle	Mishawaka	IN	46545	None	Public	General Support	$12,100
Bill of Rights Institute
200 N Glebe Road	Arlington	VA	22203	None	Public	General Support	$300,000	Suite 200
Birmingham Southern College
900 Arkadelphia Rd	Birmingham	AL	35254	None	Public	General Support	$6,500
Boise State University Foundation
2225 University Drive	Boise	ID	83706	None	Public	General Support	$7,800
Brown University
PO Box 1893	Providence	RI	02912	None	Public	General Support	$13,000
Buena Vista University
610 W Fourth Street	Storm Lake	IA	50588	None	Public	General Support	$500
California Public Policy Center
18002 Irvine Blvd	Tustin	CA	92780	None	Public	General Support	$25,000	Suite 108
California State University East Bay Foundation
25800 Carlos Bee Blvd	Hayward	CA	94542	None	Public	General Support	$27,000
Campbell University
Lundy Chair Offices	Buies Creek	NC	27506	None	Public	General Support	$24,000	PO Box 1145
Carthage College
2001 Alford Park Drive	Kenosha	WI	53140	None	Public	General Support	$9,500
Cato Institute
1000 Massachusetts Avenue NW	Washington	DC	20001	None	Public	General Support	$10,000
Cedarville University
251 North Main Street	Cedarville	OH	45314	None	Public	General Support	$9,000
Center for Excellence in Higher Education
8520 Allison Pointe Blvd	Indianapolis	IN	46250	None	Public	General Support	$8,000	Suite 220
Center For Independent Thought
1420 Walnut St	Philadelphia	PA	19102	None	Public	General Support	$15,000	Suite 1011
Chapman University
1 University Drive	Orange	CA	92866	None	Public	General Support	$18,000
Charleston Southern University
9200 University Boulevard	Charleston	SC	29406	None	Public	General Support	$7,500
Chestnut Hill College
9601 Germantown Avenue	Philadelphia	PA	19118	None	Public	General Support	$6,000
Christopher Newport University
1 University Place	Newport News	VA	236062998	None	Public	General Support	$14,000
Claremont McKenna College
500 E 9th St	Claremont	CA	917116400	None	Public	General Support	$29,400
Clemson University
College of Business	Clemson	SC	296341301	None	Public	General Support	$165,000	Behavioral Science
College of Charleston
66 George Street	Charleston	SC	29424	None	Public	General Support	$40,000
College of William and Mary
PO Box 8795	Williamsburg	VA	23187	None	Public	General Support	$2,500
Competitive Enterprise Institute
1899 L Street NW	Washington	DC	20036	None	Public	General Support	$10,000	Floor 12
Connecticut Association of Scholars
1615 Stanley Street	New Britain	CT	06050	None	Public	General Support	$6,000
Cornell College
600 First Street SW	Mount Vernon	IA	52314	None	Public	General Support	$3,000
Dartmouth College
Department of Economics	Hanover	NH	03755	None	Public	General Support	$10,000	6106 Rockefeller Hall
Donors Trust
109 North Henry St	Alexandria	VA	22314	None	Public	General Support	$25,000
Duquesne University
600 Forbes Avenue	Pittsburgh	PA	15282	None	Public	General Support	$22,000
Education Action Group Foundation
801 W Norton	Muskegon	MI	49441	None	Public	General Support	$45,000	Suite 1
Encounter for Education and Culture
900 Broadway	New York	NY	10003	None	PRIVATE	General Support	$50,000
Florida Gulf Coast University
10501 FGCU Boulevard South	Fort Myers	FL	339656565	None	Public	General Support	$37,500
Florida State University
160 Bellamy Building	Tallahassee	FL	323062160	None	Public	General Support	$297,341	113 Collegiate Loop
Foundation for Individual Rights in Education
601 Walnut Street	Philadelphia	PA	19106	None	Public	General Support	$75,000	Suite 510
Fraser Institute
				None	Public	General Support	$115,000		1770 Burrand St 4th floor	Vancouver	BRITISH COLUMBIA	CA	V6J 3G7
Free Enterprise Foundation
PO Box 21569	Charleston	SC	29413	None	Public	General Support	$20,000
Future of Freedom Foundation
11350 Random Hill Rd	Fairfax	VA	22030	None	Public	General Support	$5,000	Stuite 800
George Fox University
414 N Meridian Street	Newberg	OR	97132	None	Public	General Support	$12,650
George Mason University Foundation
4400 University Drive	Fairfax	VA	22030	None	Public	General Support	$5,455,000
George Washington University
2121 Eye Street NW	Washington	DC	20052	None	Public	General Support	$116,000
Georgia State University Foundation
One Park Place South	Atlanta	GA	30302	None	Public	General Support	$9,000	Suite 549
Grove City College
100 Campus Drive	Grove City	PA	16127	None	Public	General Support	$32,800
Hampden-Sydney College
1 College Road	Hampden Sydney	VA	23943	None	Public	General Support	$30,600
Hanover College
PO Box 108	Hanover	IN	47243	None	Public	General Support	$3,800
Harvard University
95 Dunster Street	Cambridge	MA	021385926	None	Public	General Support	$7,500
High Point University
833 Montlieu Ave	High Point	NC	27262	None	Public	General Support	$6,000
Hillsdale College
33 E College Street	Hillsdale	MI	49242	None	Public	General Support	$34,000
Indiana University
513 North Park Avenue	Bloomington	IN	474083895	None	Public	General Support	$8,000
Indiana University Foundation
PO Box 500	Bloomington	IN	47402	None	Public	General Support	$26,000
Institute for Energy Research
1100 H Street NW	Washington	DC	20005	None	Public	General Support	$5,000	Suite 400
Institute for Humane Studies
3351 Fairfax Dr	Arlington	VA	22201	None	Public	General Support	$2,947,500	MSN 1C5
International Society for Individual Liberty
237 Kearny St	San Francisco	CA	94108	None	Public	General Support	$7,000	Suite 120
Jack Miller Center
111 Presidential Blvd 146	Philadelphia	PA	19004	None	Public	General Support	$250,000
James Madison Institute
PO Box 37460	Tallahassee	FL	32315	None	Public	General Support	$25,000
James Madison University
800 S Main St	Harrisonburg	VA	22807	None	Public	General Support	$21,200
John Brown University
200 West University Street	Siloam Springs	AR	72761	None	Public	General Support	$3,000
John Locke Foundation
200 West Morgan Street	Raleigh	NC	27601	None	Public	General Support	$25,000	Suite 200
Johns Hopkins University
347 Gilman Hall	Baltimore	MD	21218	None	Public	General Support	$10,000
Johnson and Wales University
801 West Trade Street	Charlotte	SC	28202	None	Public	General Support	$8,000
Kennesaw State University
Research Service Foundation	Kennesaw	GA	30144	None	Public	General Support	$2,500	1000 Chastain Rd
Kenyon College
Kenyon College	Gambier	OH	43022	None	Public	General Support	$2,000
La Sierra University
4500 Riverwalk Pkwy	Riverside	CA	92515	None	Public	General Support	$7,500
Lake Forest College
555 N Sheridan Road	Lake Forest	IL	60045	None	Public	General Support	$7,000
Lakeland College
PO Box 359	Sheboygan	WI	530820359	None	Public	General Support	$7,000
Leadership Program of the Rock
1777 South Harrison Street	Denver	CO	80210	None	Public	General Support	$5,000	Suite 807
Lee University
1120 North Ocoee St	Cleveland	TN	37320	None	Public	General Support	$6,500
Liberty on the Rocks
PO Box 621443	Littleton	CO	80162	None	Public	General Support	$10,000
Liberty Source
255 South Main	Logan	UT	84321	None	Public	General Support	$177,500	Suite 100
Lindenwood University
209 S Kingshighway	St Charles	MO	63301	None	Public	General Support	$6,000
Long Island University
700 Northern Boulevard	Brookville	NY	11548	None	Public	General Support	$8,000
Loyola University New Orleans
6363 St Charles Avenue	New Orleans	LA	70118	None	Public	General Support	$42,000
Manhattan Institute for Policy
52 Vanderbilt Ave	New York	NY	10017	None	Public	General Support	$95,000
Massachusetts Institute of Technology
77 Massachusetts Ave	Cambridge	MA	02139	None	Public	General Support	$25,000
McGill University
				None	Public	General Support	$10,000		853 Sherbrooke Street West	Montreal	Quebec	CA	H3A 2T6
McKendree Unviersity
701 College Road	Lebanon	IL	62254	None	Public	General Support	$7,000
Menlo College
1000 El Camino Real	Atherton	CA	940274301	None	Public	General Support	$2,000
Mercatus Center
3351 N Fairfax Drive	Arlington	VA	222014433	None	Public	General Support	$11,000	Founders Hall 4th Floor
Mercer University
1400 Coleman Avenue	Macon	GA	31207	None	Public	General Support	$21,300
Metropolitan State College Denver Foundation
1512 Larimer Street Suite 900	Denver	CO	802178424	None	Public	General Support	$18,000	Campus Box 14
Michigan State University
Department of Economics	East Lansing	MI	488241038	None	Public	General Support	$20,000	Marshall Hall
Middle Tennessee State University
Wood-Stegall Center	Murfreesboro	TN	37132	None	Public	General Support	$10,000	Box 109
Mississippi State University
PO Box 5227	Mississippi State	MS	39762	None	Public	General Support	$10,000
Montana State University
307D Linfield Hall	Bozeman	MT	597170292	None	Public	General Support	$5,500
Mount St Mary's University
16300 Old Emmitsburg Road	Emmitsburg	MD	21727	None	Public	General Support	$1,800
Murray State University
102 Curris Center	Murray	KY	42071	None	Public	General Support	$7,500
New York University
19 W 4th Street	New York	NY	10012	None	Public	General Support	$35,500
Network of Enlightened Women
1210 Massachusetts Ave NW	Washington	DC	20005	None	Public	General Support	$4,000	1201
Nicholls State University
Picciola Hall	Thibodaux	LA	70310	None	Public	General Support	-$395	PO Box 2001
North Carolina State University
2200 Hillsborough	Raleigh	NC	27695	None	Public	General Support	$9,000
Northwest Nazarene University
623 Holly St	Nampa	ID	83686	None	Public	General Support	$5,500
Northwest University
PO Box 579	Kirkland	WA	98033	None	Public	General Support	$8,000
Northwestern Oklahoma State University
Herod Hall Second Floor	Alva	OK	73717	None	Public	General Support	$3,500
Northwestern University
375 E Chicago Ave	Chicago	IL	60611	None	Public	General Support	$404
Northwood University
University of the Aftermarket	Midland	MI	48640	None	Public	General Support	$34,000	4000 Whiting Drive
Ohio State University
281 W Lane Ave	Columbus	OH	43210	None	Public	General Support	$12,000
Ohio State University Foundation
1480 West Lane Avenue	Columbus	OH	43221	None	Public	General Support	$100,000
Ohio University
1 Ohio University	Athens	OH	45701	None	Public	General Support	$4,400
Ohio University Foundation
Bentley Annex 415	Athens	OH	45701	None	Public	General Support	$37,500
Pennsylvania State University
201 Old Main	University Park	PA	16802	None	Public	General Support	$14,500
Pepperdine University
24255 Pacific Coast Highway	Malibu	CA	902634819	None	Public	General Support	$17,500
Presbyterian College
503 Broad Street	Clinton	SC	29325	None	Public	General Support	$2,500
Providence College
Sowa Hall 236	Providence	RI	02918	None	Public	General Support	$7,700
Ramapo College Foundation
505 Ramapo Valley Rd	Mahwah	NJ	07430	None	Public	General Support	$8,000
Regent University
1000 Regent University Drive	Virginia Beach	VA	234649800	None	Public	General Support	$23,000
Rensselaer Polytechnic Institute
110 8th St	Troy	NY	12180	None	Public	General Support	$8,000
Robert Morris University
6001 University Boulevard	Moon Township	PA	151081189	None	Public	General Support	$8,000
Rockford College
5050 East State Street	Rockford	IL	61108	None	Public	General Support	$14,000
Rogers State University Foundation
1701 West Will Rogers Boulevard	Claremore	OK	74017	None	Public	General Support	$8,000
Rutgers University
303 Cooper Street	Camden	NJ	08102	None	Public	General Support	$13,500
Ryan Foundation
805 Brower Road	Wayne	PA	19087	None	Public	General Support	$17,500
Salisbury University
1101 Camden Avenue	Salisbury	MD	218016860	None	Public	General Support	$12,000
Sarah Lawrence College
1 Mead Way	Bronxville	NY	10708	None	Public	General Support	$5,500
Seton Hall University
400 South Orange Avenue	South Orange	NJ	07079	None	Public	General Support	$12,000
Skidmore College
815 North Broadway	Saratoga Springs	NY	12866	None	Public	General Support	$4,600
Southeastern Baptist Theologic
PO Box 1889	Wake Forest	NC	27588	None	Public	General Support	$8,000
Southern Illinois University
PO Box 1620	Edwardsville	IL	620261620	None	Public	General Support	$14,300
Southern Illinois University Foundation
1235 Douglas Drive	Carbondale	IL	629014308	None	Public	General Support	$6,000	Mail Code 6805
Southern Methodist University
PO Box 750333	Dallas	TX	752750333	None	Public	General Support	$100,000
St Ambrose University
518 W Locust Street	Davenport	IA	52803	None	Public	General Support	$15,000
St Anselm College
100 Saint Anselm Dr	Manchester	NH	03102	None	Public	General Support	$3,000
St Bonaventure University
3261 W State Road	St Bonaventure	NY	14778	None	Public	General Support	$5,000
St Cloud State University Foundation
720 4th Avenue South	Saint Cloud	MN	563014498	None	Public	General Support	$6,000
St Edwards University
3001 S Congress Ave	Austin	TX	78704	None	Public	General Support	$4,000
St John Fisher College
3690 East Avenue	Rochester	NY	14618	None	Public	General Support	$15,500
St John's University
8000 Utopia Parkway	Queens	NY	11439	None	Public	General Support	$32,000
St Lawrence University
23 Romoda Drive	Canton	NY	13617	None	Public	General Support	$15,200
St Mary's College of Maryland
18952 E Fisher Rd	Sait Marys City	MD	20686	None	Public	General Support	$7,000
St Vincent College
300 Frasor Purchase Road	Latrobe	PA	15650	None	Public	General Support	$10,000
State Policy Network
1655 North Fort Meyer Drive	Arlington	VA	22209	None	Public	General Support	$1,000	Suite 360
State University of New York
101 Broad Street	Plattsburgh	NY	12901	None	Public	General Support	$7,500
Step Up Ministry
1701 Oberlin Road	Raleigh	NC	27608	None	Public	General Support	$25,000
Stephen F Austin State University
Box 13004 SFA Station	Nacogdoches	TX	759623004	None	Public	General Support	$20,100
Stonehill College
320 Washington St	North Easton	MA	02357	None	Public	General Support	$14,000
Students for Liberty
PO Box 17321	Arlington	VA	22216	None	Public	General Support	$50,000
Suffolk University
8 Ashburton Place	Boston	MA	021082770	None	Public	General Support	$44,734
Texas A&M University
Blocker 227	College Station	TX	77843	None	Public	General Support	$16,700
Texas State University
601 University Drive	San Marcos	TX	78666	None	Public	General Support	$10,750
The Catholic University of America
620 Michigan Ave NE	Washington	DC	20064	None	Public	General Support	$8,000
The Citadel Foundation
171 Moultrie Street	Charleston	SC	294096230	None	Public	General Support	$4,500
The College of New Jersey
2000 Pennington Rd	Ewing	NJ	08628	None	Public	General Support	$18,200
The Educational Reviewer
PO Box 4	Mecosta	MI	49332	None	Public	General Support	$4,000
The Fund for American Studies
1706 New Hampshire Ave NW	Washington	DC	20009	None	Public	General Support	$48,000
The Phillips Foundation
One Massachusetts Ave NW	Washington	DC	20001	None	PRIVATE	General Support	$55,000	Suite 620
Tower Foundation of San Jose State
One Washington Square	San Jose	CA	95192	None	Public	General Support	$25,000
Trinity College
300 Summit Street	Hartford	CT	06106	None	Public	General Support	$10,000
Troy University Foundation
216 Adams Administration Building	Troy	AL	36082	None	Public	General Support	$274,500
Tulane University
6823 St Charles Avenue	New Orleans	LA	70118	None	Public	General Support	$6,000
UCLA Foundation
10920 Wilshire Boulevard	Los Angeles	CA	90024	None	Public	General Support	$9,000	Suite 900
University Enterprises Corporation
5500 University Parkway	San Bernardino	CA	92407	None	Public	General Support	$7,000
University of Akron
302 Buchtel Commons	Akron	OH	44325	None	Public	General Support	$16,750	The University of Akron
University of Alaska
PO Box 756080	Fairbanks	AK	99775	None	Public	General Support	$15,000
University of Arizona Foundation
PO Box 210109	Tucson	AZ	857210109	None	Public	General Support	$249,520	1111 North Cherry Avenue
University of Central Arkansas
UCA Box 4986	Conway	AR	720354986	None	Public	General Support	$15,000
University of Colorado
1420 Austin Bluffs Pkwy	Colorado Springs	CO	80918	None	Public	General Support	$3,000
University of Dallas
1845 E Northgate Dr	Irving	TX	75062	None	Public	General Support	$21,000
University of Dayton
300 College Park	Dayton	OH	45469	None	Public	General Support	$15,750
University of Georgia Foundation
Milledge Centre Suite 100	Athens	GA	306025582	None	Public	General Support	$3,800	394 South Milledge Ave
University of Hawaii
200 W Kawili St	Hilo	HI	967204091	None	Public	General Support	$7,500
University of Louisville
Department of Political Science	Louisville	KY	40292	None	Public	General Support	$14,000	Ford Hall Room 205
University of Maryland
1000 Hilltop Circle	Baltimore	MD	21250	None	Public	General Support	$5,700	ECS 329
University of Memphis
341 Administration Building	Memphis	TN	38152	None	Public	General Support	$6,000
University of Mississippi
PO Box 1848	University	MS	38677	None	Public	General Support	$8,500
University of Missouri
904 Virginia Ave	Columbia	MO	65201	None	Public	General Support	$27,000
University of Nebraska
6001 Dodge Street	Omaha	NE	68182	None	Public	General Support	$9,949
University of Nevada
1664 N Virginia Street	Reno	NV	895570208	None	Public	General Support	$7,000
University of New Orleans Foundation
2021 Lakeshore Drive	New Orleans	LA	70122	None	Public	General Support	$6,000	Suite 420
University of North Carolina
103 South Building CB 9100	Chapel Hill	NC	27599	None	Public	General Support	$116,800
University of Notre Dame
400 Main Building	Notre Dame	IN	46556	None	Public	General Support	$18,000
University of Oklahoma
729 Elm Avenue	Norman	OK	730190390	None	Public	General Support	$3,000	Hester Hall Room 329
University of Richmond
G - 17 Maryland Hall	Univ Of Richmond	VA	23173	None	Public	General Support	$15,500
University of San Diego
5998 Alcala Park	San Diego	CA	92110	None	Public	General Support	$11,000
University of San Francisco
2130 Fulton Street	San Francisco	CA	941171080	None	Public	General Support	$8,000
University of South Alabama
2000 University Cmns	Mobile	AL	366880001	None	Public	General Support	$6,500
University of Tennessee
615 McCallie Avenue	Chattanooga	TN	374032598	None	Public	General Support	$27,000
University of Tulsa
800 South Tucker Drive	Tulsa	OK	74104	None	Public	General Support	$10,000
University of Virginia
c/o UVA Office of Sponsored Program	Charlottesville	VA	22904	None	Public	General Support	$5,000	PO Box 400195
University of Virginia's College
One College Avenue	Wise	VA	24293	None	Public	General Support	$5,000
University of Washington
Campus Box 351122	Seattle	WA	981059995	None	Public	General Support	$7,000
University of West Florida Foundation
11000 University Parkway	Pensacola	FL	32514	None	Public	General Support	$10,000
University of Wisconsin
2420 Nicolet Drive	Green Bay	WI	54311	None	Public	General Support	$9,500
University of Wisconsin Foundation
161 Bascom Hall	Madison	WI	53706	None	Public	General Support	$11,000	500 Lincoln Dr
UNLV Foundation
4505 S Maryland Pkwy	Las Vegas	NV	89154	None	Public	General Support	$5,000	PO Box 451006
Ursinus College
601 E Main Street	Collegeville	PA	19426	None	Public	General Support	$8,000	PO Box 1000
Utah State University
1400 Old Main Hill	Logan	UT	843221400	None	Public	General Support	$170,000
Wake Forest University
1834 Wake Forest Road	Winston Salem	NC	27106	None	Public	General Support	$8,000
Washington College
300 Washington Avenue	Chestertown	MD	21620	None	Public	General Support	$8,000
Washington University
One Brookings Drive	St Louis	MO	63130	None	Public	General Support	$15,000
Webber International University
1201 N Scenic Hwy	Babson Park	FL	33827	None	Public	General Support	$4,500
Wellesley College
106 Central Street	Wellesley	MA	02481	None	Public	General Support	$8,000
Wesleyan College
4760 Forsyth Road	Macon	GA	31210	None	Public	General Support	$9,000
West Texas A&M University
2501 4th Avenue	Canyon	TX	79016	None	Public	General Support	$12,500
West Virginia University
PO Box 6025	Morgantown	WV	265066025	None	Public	General Support	$46,200
West Virginia University Foundation
1 Waterfront Place 7th Floor	Morgantown	WV	265071650	None	Public	General Support	$72,100	PO Box 1650
Western Carolina University
AFIE Department FO 121	Cullowhee	NC	28723	None	Public	General Support	$14,000	College of Business
Western Kentucky University
1906 College Heights Blvd	Bowling Green	KY	42101	None	Public	General Support	$15,000
Wheaton College
501 College Ave	Wheaton	IL	601875593	None	Public	General Support	$6,600
Wheeling Jesuit University
316 Washington Ave	Wheeling	WV	26003	None	Public	General Support	$8,000
William Jewell College
500 College Hill	Liberty	MO	64068	None	Public	General Support	$5,100
Winston - Salem State University
601 Martin Luther King Jr Drive	Winston Salem	NC	27110	None	Public	General Support	$8,600
Wofford College
429 N Church St	Spartanburg	SC	29303	None	Public	General Support	$7,500
Yeshiva University
500 West 185th Street	New York	NY	10033	None	Public	General Support	$3,000
Young Americans for Liberty Foundation
PO Box 2751	Arlington	VA	22202	None	Public	General Support	$17,000
American Council of Trustees and Alumni
1726 M Street NW	Washington	DC	200364525	None	Public	Educational Programs	$41,250	Suite 802
American Enterprise Institute
1150 17th Street NW	Washington	DC	20036	None	Public	Educational Programs	$7,289
American Legislative Exchange Council
1101 Vermont Ave NW	Washington	DC	20005	None	Public	Educational Programs	$71,100	11th Floor
Americans for Prosperity Foundation
2111 Wilson Boulevard	Arlington	VA	222013001	None	Public	Educational Programs	$43,373	Suite 350
America's Future Foundation
1513 16th Street NW	Washington	DC	20036	None	Public	Educational Programs	$21,723
Atlas Economic Research Foundation
1201 L Street NW	Washington	DC	20005	None	Public	Educational Programs	$8,522	Floor 12
Bill of Rights Institute
200 N Glebe Rd	Arlington	VA	22203	None	Public	Educational Programs	$15,785	Suite 200
Center for Competitive Politics
124 South West Street	Alexandria	VA	22314	None	Public	Educational Programs	$34,828	Sutie 201
Competitive Enterprise Institute
1899 L Street NW	Washington	DC	20005	None	Public	Educational Programs	$6,700	Floor 12
Daily Caller News Foundation
1050 17th St NW	Washington	DC	20036	None	Public	Educational Programs	$11,064	Suite 900
Franklin Center for Government and Public Integrit
1229 King Street 3rd Floor	Alexandria	VA	22314	None	Public	Educational Programs	$8,702
Foundation for Individual Rights in Education
601 Walnut Street	Philadelphia	PA	19106	None	Public	Educational Programs	$5,561	Suite 510
Independent Women's Forum
1875 I Street NW	Washington	DC	20006	None	Public	Educational Programs	$9,115	Suite 500
Institute for Humane Studies
3301 N Fairfax Drive	Arlington	VA	22201	None	Public	Educational Programs	$31,270	Suite 440
Jack Miller Center
ATTN Michael Deshaies	Philadelphia	PA	19004	None	Public	Educational Programs	$2,500	111 Presidential Blvd
Kansas Policy Institute
ATTN Dave Trabert	Wichita	KS	67202	None	Public	Educational Programs	$5,000	250 N Water
Law & Economics Center
3301 Fairfax Drive	Arlington	VA	22201	None	Public	Educational Programs	$51,572
Leadership Institute
1101 N Highland Street	Arlington	VA	22201	None	Public	Educational Programs	$7,199
Manhattan Institute for Policy Research
52 Venderbilt Avenue	New York	NY	10017	None	Public	Educational Programs	$5,000	3rd Floor
National Center for Policy Analysis
12770 Coit Road	Dallas	TX	75251	None	Public	Educational Programs	$4,674	Suite 800
National Right to Work Legal Defense and Education
8001 Braddock Road	Springfield	VA	22150	None	Public	Educational Programs	$15,065	Suite 600
National Taxpayers Union Foundation
108 North Alfred Street	Alexandria	VA	22314	None	Public	Educational Programs	$6,811
Philanthropy Roundtable
1730 M Street NW	Washington	DC	20036	None	Public	Educational Programs	$5,777	Suite 601
Reason Foundation
3415 S Sepulveda Blvd	Los Angeles	CA	90034	None	Public	Educational Programs	$30,749	Suite 400
State Policy Network
1655 North Fort Meyer Drive	Arlington	VA	22209	None	Public	Educational Programs	$14,223
Students for Liberty
PO Box 17321	Arlington	VA	22216	None	Public	Educational Programs	$6,828
Sunshine Review
3901 Courtland Circle	Alexandria	VA	22201	None	Public	Educational Programs	$26,223
Tax Foundation
529 14th Street NW	Washington	DC	20045	None	Public	Educational Programs	$19,731	Suite 420
The Becket Fund
3000 K St NW	Washington	DC	10007	None	Public	Educational Programs	$6,644	Ste 200
The Federalist Society for Law and Public Policy S
1015 18th Street NW	Washington	DC	20036	None	Public	Educational Programs	$4,836	Suite 425
The Fund for American Studies
1706 New Hampshire Ave NW	Washington	DC	20009	None	Public	Educational Programs	$13,949
The Heritage Foundation
214 Massachusetts Avenue NE	Washington	DC	20002	None	Public	Educational Programs	$11,274
The Phillips Foundation
One Massachusetts Avenue NW	Washington	DC	20001	None	Private	Educational Programs	$8,073	Suite 620
Washington Policy Center
ATTN Dann Mead Smith	Seattle	WA	98124	None	Public	Educational Programs	$5,000	PO Box 3643
Young Americans for Liberty
3030 Clarendon Blvd	Arlington	VA	22201	None	Public	Educational Programs	$5,685	Suite 200

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	14920448	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,415	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$3,918,994	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,811,978	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$5,391,703	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$11,124,090	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	11124090	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	CHARLES G KOCH	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	4111 E 37TH STREET N	AddressLine1
City	WICHITA	City
State	KS	State
ZIP Code	67220	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	60025464	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$6,103	Amount
Disbursements Charitable Prps	6103	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
OFFICE EQUIPMENT	2011-01-01	16630	1440	SL	5	3326
UNIMPROVED LAND	1988-05-13	3377694		L
LEASEHOLD IMPROVE	2011-01-01	1000652	807679	SL	15	194641
LEASEHOLD IMPROVE	2011-08-31	2932	272	SL	15	586

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Grant DateGrantDate	GrantGrantAmount	Grant PurposeGrantPurpose	Amount Expended By GranteeAmountExpendedByGrantee	Any Diversion By GranteeAnyDiversionByGrantee	Dates Of Reports By GranteeDatesOfReportsByGrantee	Results Of VerificationResultsOfVerification
THE PHILLIPS FOUNDATION
ONE MASSACHUSSETS AVENUE NW SUITE	WASHINGTON	DC	20001	2012-03-06	$25,000	GENERAL SUPPORT	25000	NO	12/31/2012 FULL AND COMPLETE REPORT OF ALL EXPENDITURES	THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
THE PHILLIPS FOUNDATION
ONE MASSACHUSSETS AVENUE NW SUITE	WASHINGTON	DC	20001	2012-05-21	$5,000	GENERAL SUPPORT	5000	NO	12/31/2012 FULL AND COMPLETE REPORT OF ALL EXPENDITURES	THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
ENCOUNTER FOR EDUCATION AND CULTURE
900 BROADWAY	NEW YORK	NY	10003	2012-06-13	$50,000	GENERAL SUPPORT	50000	NO	12/31/2012 FULL AND COMPLETE REPORT OF ALL EXPENDITURES	THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
THE PHILLIPS FOUNDATION
ONE MASSACHUSSETS AVENUE NW SUITE	WASHINGTON	DC	20001	2012-12-18	$25,000	GENERAL SUPPORT	25000	NO	12/31/2012 FULL AND COMPLETE REPORT OF ALL EXPENDITURES	THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
ELLIOT INTERNATIONAL FUND	FMV	49689725	56304956
HIGHLAND COMMINGLED FUND	FMV	1280511	1280511
EFPRP	FMV	135096918	138515021

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
OFFICE EQUIPMENT	16630	4766	11864
LEASEHOLD IMPROVE
LEASEHOLD IMPROVE

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL SERVICES	Category
Amount	$7,219	Amount
Disbursements Charitable Prps	7219	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	BOOK LOSS ON TRANSFER OF INVESTMENTS	Description
Amount	$1,377,382	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (11 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE	31461	31461
POSTAGE & DELIVERY	3442	3442
BANK FEES	46	46
SUPPLIES	3019	3019
TELEPHONE	3374	3374
MEMBERSHIP & DUES	309	309
AWARDS/INCENTIVES	432	432
TRANSFER TO 501(C)(3)	195046	195046
LICENSE FEES	135	135
INTERNET	925	925
MISCELLANEOUS	108	108

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
OTHER INCOME - LAND RENT	180	180
OTHER INCOME - MISCELLANEOUS	91675
OTHER INCOME - INVESTMENTS	1720123	1720123

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (8 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
PROFESSIONAL CONSULTING FEES	$131,313	131313
INVESTMENT MANAGEMENT FEES	$474,750		474750
LAND MAINTENANCE FEES	$3,267		3267
CORPORATE FILING FEES	$173	173
OTHER PROFESSIONAL FEES	$621	621
RECRUITING FEES	$19,191	19191
ON-LINE SERVICE FEES	$4,399	4399
EQUIPMENT/MAINTENANCE	$2,767	2767

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX	$211,444
REAL ESTATE TAXES	$20,468	20468
VA BUSINESS PROPERTY TAX	$70