KOCH FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FAMILY FOUNDATION (EIN 48-6113560)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101911
- Schema version
- 2011v1.3
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T15:51:35-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486113560 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED C & MARY R KOCH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HEATHER LOVE | InCareOfName |
| Name Control | FRED | NameControl |
| Phone | 3168288286 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2256 | AddressLine1 |
| 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 |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH S HOGAN | Name |
| Phone | 3162652811 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 30320124 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 276000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 268 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 268 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1168613 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1168613 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 61808 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1193769 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61808 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1506689 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1230689 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 21100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1214 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 15323 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 16766 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15583 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1183 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12139 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 2596 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2596 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 719 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 719 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1722 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1722 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55042 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16797 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21543 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1984794 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1984794 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2039836 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16797 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2006337 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -533147 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1213892 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6038752 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4725372 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4725372 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 24846 | AccountsReceivable |
| Accounts Receivable BOY | 0 | AccountsReceivableBOY |
| Accounts Receivable EOY | 24846 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 24846 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 0 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 5823 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5823 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 3718851 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3718851 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3744445 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 21152092 | InvestmentsOtherBOY |
| Investments Other EOY | 21902905 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 21767138 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 52500 | OtherAssetsBOY |
| Other Assets EOY | 52500 | OtherAssetsEOY |
| Other Assets EOYFMV | 52500 | OtherAssetsEOYFMV |
| Total Assets BOY | 30962195 | TotalAssetsBOY |
| Total Assets EOY | 30430297 | TotalAssetsEOY |
| Total Assets EOYFMV | 30320124 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 8789 | AccountsPayableBOY |
| Accounts Payable EOY | 10038 | AccountsPayableEOY |
| Total Liabilities BOY | 8789 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10038 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 30953406 | UnrestrictedBOY |
| Unrestricted EOY | 30420259 | UnrestrictedEOY |
| Total Net Assets BOY | 30953406 | TotalNetAssetsBOY |
| Total Net Assets EOY | 30420259 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 30962195 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 30430297 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 30953406 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -533147 | ExcessOfRevenueOverExpenses |
| Subtotal | 30420259 | Subtotal |
| Total Net Assets Fund Balances EOY | 30420259 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ZAZOVE ASSOCIATES, LLC | P | 1036414 | 977000 | 59414 | 59414 |
| GLEACHER DIVERSIFIED STRATEGIES FUND LTD. | P | 157355 | 154961 | 2394 | 2394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61808 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1954001 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 31460360 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06211 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1508261 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 30901951 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048808 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1637628 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 33807502 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04844 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1627052 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 35306398 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046084 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1589777 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 33772998 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047072 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252514 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050503 | AverageDistributionRatio |
| Net Noncharitable Assets | 31454310 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1588537 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12139 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1600676 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2058837 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12139 | InvestmentIncomeExciseTax |
| Subtotal | 12139 | Subtotal |
| Tax Based On Investment Income | 12139 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17962 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17962 | TotalCreditsAndPayments |
| Overpayment | 5823 | Overpayment |
| Amount Credited To Next Year | 5823 | AmountCreditedToNextYear |
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 | KS | 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.fmkfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER LOVE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3168288286 | 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 | true | 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 | true | 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH B KOCH | ||||||||
| PO BOX 2256 | WICHITA | KS | 67201 | PRESIDENT/DIRECTOR | 1.0 | 0 | 0 | 0 |
| HEATHER LOVE | ||||||||
| PO BOX 2256 | WICHITA | KS | 67201 | TREASURER | 1.0 | 0 | 0 | 0 |
| SUSAN ADDINGTON | ||||||||
| PO BOX 2256 | WICHITA | KS | 67201 | SECRETARY/GRANTS ADMINISTRATOR | 5.0 | 0 | 0 | 0 |
| CHARLES G KOCH | ||||||||
| PO BOX 2256 | WICHITA | KS | 67201 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DAVID H KOCH | ||||||||
| PO Box 2256 | Wichita | KS | 67201 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| RICHARD FINK | ||||||||
| 1515 N COURTHOUSE ROAD 200 | ARLINGTON | VA | 22201 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP AWARDS: 185 INDIVIDUALS ENROLLED IN A COLLEGE OR UNIVERSITY IN THE U.S. OR CANADA WERE AWARDED SCHOARSHIPS. EACH FULL TIME STUDENT IS WORKING TOWARD AN UNDERGRAD DEGREE | Description1 |
| Expenses1 | 274500 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE A LOW-INTEREST LOAN TO GOODWILL INDUSTRIES OF KANSAS TO EXPAND A MISSION-BASED SOCIAL ENTERPRISE THAT PROVIDES JOB OPPORTUNITIES FOR INDIVIDUALS WITH SPECIAL NEEDS | Description1 |
| Amount1 | 52500 | Amount1 |
| Total | 52500 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 26532843 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5400467 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 31933310 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 31933310 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 479000 | CashDeemedCharitable |
| Net Noncharitable Assets | 31454310 | NetNoncharitableAssets |
| Minimum Investment Return | 1572716 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1572716 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12139 | TaxBasedOnInvestmentIncome |
| Total Tax | 12139 | TotalTax |
| Distributable Amount Before Adj | 1560577 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1560577 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1560577 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2006337 | ExpensesAndContributions |
| Program Related Investments Total | 52500 | 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 | 2058837 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12139 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2046698 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1560577 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 584676 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2058837 | QualifyingDistributions |
| Applied To Year1 | 584676 | AppliedToYear1 |
| Applied To Current Year | 1474161 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 86416 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FRED MARY KOCH FDN GRANT ADM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2256 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 67201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3168286083 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NEW SCHOLARSHIPS LIMITED TO DEPENDENTS OF FULL-TIME EMPLOYEES OF KOCH INDUSTRIES, INC. AND ITS SUBSIDIARIES. GRANTS GENERALLY LIMITED TO TAX-EXEMPT PUBLIC CHARITIES IN KANSAS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (201 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 |
|---|---|---|---|---|---|---|---|---|
| Bill of Rights Institute | ||||||||
| 200 N Glebe Road | Arlington | VA | 22203 | None | PUBLIC | Education Support | $184,000 | |
| Communities In Schools | ||||||||
| 412 S Main | Wichita | KS | 67202 | None | PUBLIC | Education Support | $15,000 | |
| Ellis Foundation | ||||||||
| PO Box 54 | Fort Scott | KS | 66701 | None | PUBLIC | Education Support | $24,000 | |
| Friends University | ||||||||
| 2100 W University Street | Wichita | KS | 672133397 | None | PUBLIC | Education Support | $39,000 | |
| Gilder Lehrman Institute of American History | ||||||||
| 19 West 44th Street | New York | NY | 10036 | None | PUBLIC | Education Support | $64,000 | |
| Greater Wichita YMCA | ||||||||
| 3330 N Woodlawn | Wichita | KS | 67220 | None | PUBLIC | Education Support | $3,500 | |
| Kansas Council on Economic Education | ||||||||
| 1845 Fairmount | Wichita | KS | 672600203 | None | PUBLIC | Education Support | $25,000 | |
| Kansas State University Foundation | ||||||||
| 2323 Anderson Avenue | Manhattan | KS | 665022911 | None | PUBLIC | Education Support | $20,000 | |
| Koch Cultural Trust | ||||||||
| 255 N Roosevelt | Wichita | KS | 67208 | None | PRIVATE | Operating Support | $148,000 | |
| Music Theatre of Wichita | ||||||||
| 225 W Douglas | Wichita | KS | 67202 | None | PUBLIC | Operating Support | $10,500 | |
| Newman University | ||||||||
| 3100 McCormick Avenue | Wichita | KS | 672132097 | None | PUBLIC | Education Support | $24,000 | |
| Symphony in the Flint Hills | ||||||||
| PO Box 441 | Strong City | KS | 668690441 | None | PUBLIC | Operating Support | $14,904 | |
| Wichita Center for the Arts | ||||||||
| 9112 East Central | Wichita | KS | 67206 | None | PUBLIC | Operating Support | $52,600 | |
| Wichita State University | ||||||||
| 1845 Fairmont | Wichita | KS | 672600072 | None | PUBLIC | Education Support | $14,000 | |
| Wichita Symphony | ||||||||
| Century II | Wichita | KS | 67202 | None | PUBLIC | Operating Support | $15,000 | |
| Youth Entrepreneurs of Kansas | ||||||||
| 4111 East 37th Street North | Wichita | KS | 67220 | None | PUBLIC | Operating Support | $1,056,790 | |
| Agarwal Shivani | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Alex Brandon | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Arneson Luke | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Baber Kristen | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Barnett Don | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Basnight Caitlin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bassiri Troy | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Baukal Caitlyn | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Baukal Christine | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bergan Zachary | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bitonte Eben | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bitonte Kendall | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Blankinship Ian | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bohrn Carol-Ann | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bolmer Elizabeth | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bonorden James | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bose Priyanka | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bourland Connor | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Boyce Maureen | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bradley Tyler | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Bromley Chelsey | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Campbell Kara | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Camper Tyrek | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Carrier Elizabeth | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Carrier Kimberly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Chandler Christine | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Chang Ashley | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Chang Gary | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Childs Allison | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Clavelli Jason | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Coble Joshua | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Colven Jr William | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Cook Lindsey | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Copeland Ethan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Covelli Curtis | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Cowart Allison | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Crawshaw Tate | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Cross Caroline | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Cross Philip | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Daniel Hailey | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Danielson Jeffrey | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Davidson Emily | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| DeGarmo Lydia | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Denton Andrew | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Dewitt Katherine | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Diehl Kevin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Dodson Jill | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Dolechek Deborah | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Donnelly Erin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Dort Tyler | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Dula Jonathon | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Edic Heather | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Engel Madeline | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Ewers Jacob | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Fareed Shaaz | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Farmer Emily | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Fischer Amanda | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Fisher Miranda | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Fox Lynley | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Franssen Nicholas | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Fritsche Philip | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Fritz Kailey | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Garza Elizabeth | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Gause Haylee | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Gibson Robert | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Gregory Logan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Harris Holly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Harris Jr Benny | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Hawes David | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Helfrich Jared | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Henderson Leah | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Highfill Adam | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Holliman Krista | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Hoover Caleb | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Housley Marissa | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Howard Michael | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Iturbide Rodriguez Adriana | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Jamison Olivia | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Jansen Natalie | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Jayakaran Jacob | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Jenny Matthew | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Johnson Anna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Johnson Katherine | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Johnson Kelly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Johnson Rhett | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Juarez Joseph | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Jurgensen Amber | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Kaiser Brianna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Kaiser Katelyn | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Kaufmann Peter | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Keller Jordan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Kimpton Kelly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Kohn Taylor | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Korpi Katherine | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Lambert Jenna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Lambert Natalie | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Latta Jennifer | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Lee Charlene | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Liberatore Anthony | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Liddle David | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Liddle Peter | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Lindwall Tyler | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Loomis Ryan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Lukhard Melissa | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Macari Rachel | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Malone Kyle | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Martin Kaitlin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Martyn Matthew | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Mason Christa | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Massa Maria | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| McDonald Emily | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| McEachern Brittany | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Miller Meagan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Mitchell Kayla | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Morgan Tessa | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Morgan Tori | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Moses Holly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Murphy Christina | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Nichols Taylor | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Niemtschk Kelsey | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Nieuwoudt Claudia | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Nix Anna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Osborne Joanna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| O'Sullivan Tierney | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Palski Jill | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Papadelis Efstratios | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Pinnell Anne | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Poinsatte Joanna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Polasek Ervin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Polasek Sarah | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Poole Danielle | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Porter Piritta | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Potts Claire | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Puetz Jacob | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Quinn Molly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Rahman Bushra | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Rajendran Dhevi | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Rajendran Sakthi | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Raman Vineet | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Ramseyer Emily | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Rasp Haley | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Ratskoff Benjamin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Ray Caitlin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Reese Todd | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Reese Zachary | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Reilly Maegan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Reinecke Teneal | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Richey Preston | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Rohleder Joshua | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Ruh Elaine | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Rye Rachel | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Schmitt Laura | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Schroeder Amy | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Schultze Brandon | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Schumann Matthew | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Schwinn Jonathan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Searle Paul | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Selle Christopher | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Sementelli Shelby | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Slaten Alexandra | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Smith Lindsay | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Stevens Jeannelle | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Stout Bryce | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Strate Justin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Sun Sharon | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Sweigart Eric | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Thraen Linnea | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Treat Meredith | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Trerotola Tyler | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Valdez Michael | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Valmont Anique | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Van Cleave Kelly | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Vetalice Nicole | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Voth Anna | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Waggett Jonathan | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Whitt Elizabeth | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Wierman Christopher | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Williams Jacob | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Williams Thomas | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Wilson Amanda | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Yerkes Daniel | ||||||||
| 36 Forest Avenue | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Yerkes Michael | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Young Kevin | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Zemanick Kristen | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | Wichita | KS | 67201 | None | Educational Scholarship | $1,500 | PO BOX 2256 | |
| Stevens Francis | ||||||||
| C/O FRED C MARY R KOCH FOUNDATI | WICHITA | KS | 67201 | NONE | Educational Scholarship | -$1,500 | PO BOX 2256 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1984794 | 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 | $268 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,168,613 | 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 |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $61,808 | 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 | $1,230,689 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1230689 | 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 | KOCH INDUSTRIES INC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2256 | AddressLine1 |
| City | WICHITA | City |
| State | KS | State |
| ZIP Code | 672012256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 226000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| ACCOUNTING FEES | $15,899 | 11336 | |
| INVESTMENT ACCOUNTING SERVICES | $1,214 | 1214 | |
| TAX PREPARATION FEES | $3,987 | 3987 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| KANSAS CULTURAL TRUST | ||||||||||
| 255 N ROOSEVELT | WICHITA | KS | 67208 | 2010-01-22 | $111,000 | GENERAL OPERATING SUPPORT FOR EDUCATIONAL FOUNDATION - GRANTS FOR YOUNG VISUAL & PERFORMING ARTISTS | 10775 | NO | JULY 11, 2011 | 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. |
| KANSAS CULTURAL TRUST | ||||||||||
| 255 N ROOSEVELT | WICHITA | KS | 67208 | 2011-01-18 | $148,000 | GENERAL OPERATING SUPPORT FOR EDUCATIONAL FOUNDATION - GRANTS FOR YOUNG VISUAL & PERFORMING ARTISTS | 141862 | NO | JULY 11, 2011 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| KOCH INDUSTRIES, INC. | ||
| PREFERRED STOCK | 3718851 | 3744445 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIFTH AVENUE GLOBAL EQUITY FD | 2500000 | 2568524 |
| GLEACHER DIVERSIFIED FUND | 86350 | 73170 |
| ZAZOVE BOND FUND | 2660296 | 2699217 |
| PIMCO EMERGING LOCAL BOND | 16656259 | 16426227 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/R- PROGRAM RELATED INVEST. | Description |
| BOY Book Value | 52500 | BOYBookValue |
| EOY Book Value | 52500 | EOYBookValue |
| EOYFMV | 52500 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| INSURANCE | 983 | 983 |
| SUPPLIES | 606 | 606 |
| BANK FEES | 44 | 44 |
| CORPORATE FILING FEES | 89 | 89 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription |
|---|
| PARTNERSHIP PORTFOLIO INCOME |
| DIST SHARE OF PARTNERSHIP PASSIVE INCOME |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | $15,583 | 15583 | |
| PROFESSIONAL FEES | $1,183 | 1183 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $12,139 | Amount |
Comments