CHARLES KOCH FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KOCH FOUNDATION (EIN 48-0918408)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349101345
- Schema version
- 2010v3.4
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T14:12:30-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480918408 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES G KOCH CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | 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 | VONDA HOLLIMAN | Name |
| Title | TREASURER | Title |
| Phone | 3168288286 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL K CADDELL | Name |
| Phone | 3162652811 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 242332070 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 42034259 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 327064 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 327064 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3811180 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3811180 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4490637 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27655247 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4490637 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1628844 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1628304 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 52291984 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10257185 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Oth Empl Slrs Wgs Rev And Expnss | 4198421 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 4198421 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 766257 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 766257 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7301 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7876 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 186377 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 36727 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 201480 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 989305 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 54650 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 937442 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 227588 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 78 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 24194 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 321806 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 857921 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 857921 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 515711 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 517853 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 95271 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 95271 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 157513 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 157754 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8323471 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 91455 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7764469 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10123369 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11096508 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18446840 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 91455 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18860977 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 33845144 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10165730 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1840 | CashBOY |
| Cash EOY | 77842 | CashEOY |
| Cash EOYFMV | 77842 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 100254578 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 112132186 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 112157459 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 223531 | AccountsReceivable |
| Accounts Receivable BOY | 121788 | AccountsReceivableBOY |
| Accounts Receivable EOY | 223531 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 223531 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 90349 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 68384 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 68384 | PrepaidExpensesEOYFMV |
| Investments Land Etc Basis | 3377694 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 3377694 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 3377694 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 6530000 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 97034968 | InvestmentsOtherBOY |
| Investments Other EOY | 117935513 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 122232350 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1724542 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 682038 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1324022 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1042504 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1042504 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 202205239 | TotalAssetsBOY |
| Total Assets EOY | 234857654 | TotalAssetsEOY |
| Total Assets EOYFMV | 242332070 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 120059 | AccountsPayableBOY |
| Accounts Payable EOY | 29937 | AccountsPayableEOY |
| Grants Payable BOY | 4137478 | GrantsPayableBOY |
| Grants Payable EOY | 3034871 | GrantsPayableEOY |
| Total Liabilities BOY | 4257537 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3064808 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Permanently Restricted BOY | 197947702 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 231792846 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 197947702 | TotalNetAssetsBOY |
| Total Net Assets EOY | 231792846 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 202205239 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 234857654 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 197947702 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 33845144 | ExcessOfRevenueOverExpenses |
| Subtotal | 231792846 | Subtotal |
| Total Net Assets Fund Balances EOY | 231792846 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| EATON VANCE LOAN OPPORTUNITIES FUND | 21529573 | 20160556 | 1369017 | 1369017 |
| ABSOLUTE RETURN CREDIT PORTFOLIO | 4117480 | 1181085 | 2936395 | 2936395 |
| ZAZOVE ASSOCIATES, LLC - SALE OF BONDS | 2008195 | 1822970 | 185225 | 185225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4490637 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19551962 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 155141798 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.126026 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15476965 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 170704588 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.090665 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 10080287 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 127673989 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.078953 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8276208 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 76656070 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.107965 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4646986 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 47843504 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.097129 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.500738 | TotalDistributionRatio |
| Average Distribution Ratio | 0.100148 | AverageDistributionRatio |
| Net Noncharitable Assets | 203468683 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20376982 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 101657 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20478639 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18901264 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 203315 | InvestmentIncomeExciseTax |
| Subtotal | 203315 | Subtotal |
| Tax Based On Investment Income | 203315 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 203149 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 45000 | TaxPaidWithExtension |
| Total Credits And Payments | 248149 | TotalCreditsAndPayments |
| Overpayment | 44834 | Overpayment |
| Amount Credited To Next Year | 44834 | 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 | 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.CGKFOUNDATION.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 | 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 (9 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 | 1.0 | 0 | 0 | 0 |
| ELIZABETH ROBINSON KOCH | ||||||||
| PO BOX 2256 | WICHITA | KS | 672012256 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| ELIZABETH B KOCH | ||||||||
| PO BOX 2256 | WICHITA | KS | 672012256 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| CHARLES G KOCH | ||||||||
| PO BOX 2256 | WICHITA | KS | 672012256 | DIRECTOR/ CHAIRMAN | 1.0 | 0 | 0 | 0 |
| VONDA HOLLIMAN | ||||||||
| PO BOX 2256 | WICHITA | KS | 672012256 | TREASURER | 1.0 | 0 | 0 | 0 |
| JOY RAUM | ||||||||
| 1515 N COURTHOUSE RD SUITE 200 | ARLINGTON | VA | 22201 | ASSISTANT SECRETARY | 1.0 | 0 | 0 | 0 |
| BRIAN MENKES | ||||||||
| 1515 N COURTHOUSE RD SUITE 200 | ARLINGTON | VA | 22201 | SECRETARY | 1.0 | 0 | 0 | 0 |
| KEVIN L GENTRY | ||||||||
| 1515 N COURTHOUSE RD SUITE 200 | ARLINGTON | VA | 22201 | VICE PRESIDENT | 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 |
|---|---|---|---|---|---|---|---|---|---|
| LOGAN MOORE | 1515 N COURTHOUSE RD | ARLINGTON | VA | 22201 | DIR OF OPERATIONS | 40.0 | 165000 | 3410 | 1440 |
| RYAN STOWERS | 1515 N COURTHOUSE RD | ARLINGTON | VA | 22201 | PGM DIR HIGHER EDUC | 40.0 | 155000 | 9683 | 1440 |
| ARIANNE MASSEY | 1515 N COURTHOUSE RD | ARLINGTON | VA | 22201 | PGM DIRECTOR TALENT | 40.0 | 137500 | 3424 | 1440 |
| CHRIS CARDIFF | 1515 N COURTHOUSE RD | ARLINGTON | VA | 22201 | PGM OFF - MBM | 40.0 | 130000 | 9683 | 1440 |
| DAN JORJANI | 1515 N COURTHOUSE RD | ARLINGTON | VA | 22201 | PGR OFFICER RESEARCH | 40.0 | 127045 | 8876 | 1440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 15 | TotNumberOfOthEmplPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KOCH ASSOCIATES PROGRAM: SEE GENERAL EXPLANATION ATTACHMENT | Description1 |
| Expenses1 | 2541122 | Expenses1 |
| Description2 | KOCH INTERNSHIP PROGRAM: SEE GENERAL EXPLANATION ATTACHMENT | Description2 |
| Expenses2 | 641323 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 107811780 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 92225411 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6530000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 206567191 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 206567191 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3098508 | CashDeemedCharitable |
| Net Noncharitable Assets | 203468683 | NetNoncharitableAssets |
| Minimum Investment Return | 10173434 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10173434 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 203315 | TaxBasedOnInvestmentIncome |
| Total Tax | 203315 | TotalTax |
| Distributable Amount Before Adj | 9970119 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9970119 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9970119 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18860977 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 40287 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 18901264 | QualifyingDistributions |
| Adj Qualifying Distributions | 18901264 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9970119 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2267221 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4479130 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3779603 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7054261 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11912574 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 29492789 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18901264 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 9970119 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8931145 | RemainingDistriFromCorpus |
| Total Corpus | 38423934 | 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 | 2267221 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 36156713 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4479130 | ExcessFromYear4 |
| Excess From Year3 | 3779603 | ExcessFromYear3 |
| Excess From Year2 | 7054261 | ExcessFromYear2 |
| Excess From Year1 | 11912574 | ExcessFromYear1 |
| Excess From Current Year | 8931145 | 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 G KOCH CHARITABLE FDN | 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 14 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 G. KOCH CHARITABLE 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 G. KOCH CHARITABLE 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 G. KOCH CHARITABLE FOUNDATION DOES NOT SUPPOR | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (176 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE | |||||||||||||
| 161 OTTAWA AVENUE NW | SUITE 301 | GRAND RAPIDS | MI | 49503 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $25,000 | |||||
| ALEXANDER HAMILTON INSTITUTE | |||||||||||||
| 21 WEST PARK | CLINTON | NY | 13323 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $14,160 | ||||||
| ALMA COLLEGE | |||||||||||||
| 614 W SUPERIOR ST | ALMA | MI | 48801 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,175 | ||||||
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||||||||||
| 1726 M STREET NW | WASHINGTON | DC | 200364525 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| AMERICAN SPECTATOR FOUNDATION | |||||||||||||
| 1611 NORTH KENT ST | SUITE 901 | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| AMERICAN UNIVERSITY | |||||||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200168130 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| ANDREW COLLEGE | |||||||||||||
| 501 COLLEGE STREET | CUTHBERT | GA | 39840 | NONE | PUBLIC | EDUCATIONAL PROGRAM | $2,500 | ||||||
| ASSOCIATION OF PRIVATE ENTERPRISE EDUATION | |||||||||||||
| 615 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $22,000 | ||||||
| ARKANSAS TECH UNIVERSITY | |||||||||||||
| 1509 NORTH BOULDER AVE | RUSSELLVILLE | AR | 72801 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,500 | ||||||
| ARTS & SCIENCES FOUNDATION INC | |||||||||||||
| 103 SOUTH BUILDING | CB 9100 | CHAPEL HILL | NC | 27599 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $150,000 | |||||
| ATHENS STATE UNIVERSITY FOUNDATION | |||||||||||||
| 300 N BEATY ST | ATHENS | AL | 356111902 | NONE | PUBLIC | EDUCATIONAL PROGAMS | $7,000 | ||||||
| AZUSA PACIFIC UNIVERSITY | |||||||||||||
| PO BOX 7000 | 901 E ALOSTA AVE | AZUSA | CA | 917027000 | NONE | PUBLIC | EDUCATIONAL PROGAMS | $22,000 | |||||
| BALL STATE UNIVERSITY | |||||||||||||
| 2000 UNIVERSITY AVENUE | MUNCIE | IN | 47306 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $16,300 | ||||||
| BARTON COLLEGE | |||||||||||||
| PO BOX 5000 | WILSON | NC | 27893 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $3,360 | ||||||
| BAYLOR UNIVERSITY | |||||||||||||
| ONE BEAR PLACE | WACO | TX | 76798 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| BELOIT COLLEGE | |||||||||||||
| 700 COLLEGE STREET | BELOIT | WI | 53511 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $32,000 | ||||||
| BERRY COLLEGE | |||||||||||||
| PO BOX 495024 | MOUNT BERRY | GA | 301495024 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,600 | ||||||
| BETHEL COLLEGE | |||||||||||||
| 1001 W MCKINLEY AVENUE | MESHAWAKA | IN | 46545 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,505 | ||||||
| BILL OF RIGHTS INSTITUTE | |||||||||||||
| 200 N GLEBE ROAD | SUITE 200 | ARLINGTON | VA | 22203 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $300,000 | |||||
| BOISE STATE UNIVERSITY FOUNDATION | |||||||||||||
| 2225 UNIVERSITY DRIVE | BOISE | ID | 83706 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,550 | ||||||
| BROWN UNIVERSITY | |||||||||||||
| PO BOX 1844 | PROVIDENCE | RI | 02912 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $116,978 | ||||||
| BUENA VISTA UNIVERSITY | |||||||||||||
| 610 W 4TH STREET | STORM LAKE | IA | 50588 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $1,000 | ||||||
| CAMPBELL UNIVERSITY | |||||||||||||
| PO BOX 1145 | BUIES CREEK | NC | 27506 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $13,600 | ||||||
| CAPITAL RESEARCH CENTER | |||||||||||||
| 1513 16TH ST NW | WASHINGTON | DC | 200361480 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| CHAPMAN UNIVERSITY | |||||||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $40,000 | ||||||
| CHARLESTON SOUTHERN UNIVERSITY | |||||||||||||
| 9200 UNIVERSITY BOULEVARD | CHARLESTON | SC | 29406 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,200 | ||||||
| CHRISTENDOM COLLEGE | |||||||||||||
| 134 CHRISTENDOM DR | FRONT ROYAL | VA | 22630 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,100 | ||||||
| CLAREMONT MCKENNA COLLEGE | |||||||||||||
| 400 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $14,000 | ||||||
| CLEMSON UNIVERSITY | |||||||||||||
| 165 SIRRINE HALL | BOX 341301 | CLEMSON | SC | 296341301 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $250,000 | |||||
| CHRISTOPHER NEWPORT UNIV EDUCATION FOUNDATION | |||||||||||||
| 1 UNIVERSAL PLACE | NEWPORT NEWS | VA | 23606 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| COASTAL CAROLINA UNIVERSITY | |||||||||||||
| PO BOX 261954 | CONWAY | SC | 295286054 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,300 | ||||||
| COLGATE UNIVERSITY | |||||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,972 | ||||||
| COLLEGE OF CHARLESTON FOUNDATION | |||||||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $29,919 | ||||||
| COLLEGE OF NEW JERSEY FOUNDATION | |||||||||||||
| 2000 PENNINGTON ROAD | TRENTON | NJ | 08628 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $15,310 | ||||||
| COLLEGE OF WILLIAM & MARY | |||||||||||||
| PO BOX 8795 | WILLIAMBURG | VA | 231878795 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $4,800 | ||||||
| COLORADO COLLEGE | |||||||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,000 | ||||||
| CRITICAL REVIEW FOUNDATION | |||||||||||||
| PO BOX 869 | HELOTES | TX | 78023 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $8,000 | ||||||
| CALIFORNIA STATE UNIVERSITY - EAST BAY | |||||||||||||
| 25800 CARLOS BEE BLVD | HAYWARD | CA | 94542 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,000 | ||||||
| DELAWARE STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1200 NORTH DUPONT HIGHWAY | DOVER | DE | 199012277 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,250 | ||||||
| DONORS TRUST | |||||||||||||
| 109 NORTH HENRY ST | ALEXANDRAI | VA | 22314 | NONE | PUBLIC | EDUCATIONAL PROJECT | $25,000 | ||||||
| DUKE UNIVERSITY | |||||||||||||
| 81 BEVERLY DRIVE | DURHAM | NC | 27707 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,500 | ||||||
| DUQUESNE UNIVERSITY | |||||||||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $17,000 | ||||||
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | |||||||||||||
| 601 WALNUT STREET | SUITE 510 | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $175,000 | |||||
| FLORIDA GULF COAST UNIVERSITY FOUNDATION | |||||||||||||
| 1050 FGCU BOULEVARD SOUTH | FORT MYERS | FL | 33965 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $36,246 | ||||||
| FLORIDA STATE UNIVERSITY | |||||||||||||
| 211 WESTCOTT BUILDING | TALLAHASSEE | FL | 323061470 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $350,544 | ||||||
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||||||||
| 30 S BROADWAY | IRVINGTONONHUDSON | NY | 10533 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,000 | ||||||
| FRASER INSTITUTE | |||||||||||||
| NONE | PUBLIC | EDUCATIONAL PROGRAMS | $150,000 | 1770 BURRARD ST 4TH FLOOR | VANCOUVER | BRITISH COLUMBIA | CA | ||||||
| GEORGE FOX UNIVERSITY | |||||||||||||
| 414 N MERIDIAN STREET | NEWBERG | OR | 971322697 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,500 | ||||||
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 220304444 | NONE | PUBLIC | GENERAL OPERATING SUPPORT & EDUCATIONAL PROGRAMS | $3,667,144 | ||||||
| GEORGE WASHINGTON UNIVERSITY | |||||||||||||
| 805 21ST STREET NW | WASHINGTON | DC | 20052 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $15,000 | ||||||
| GEORGIA COLLEGE & STATE UNIVERSITY | |||||||||||||
| 231 W HANCOCK ST | MILLEDGEVILLE | GA | 31061 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| GEORGIA STATE UNIVERSITY FOUNDATION | |||||||||||||
| ONE PARK PLACE SOUTH | ATLANTA | GA | 30303 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| GEORGIA TECH RESEARCH CORP | |||||||||||||
| 505 TENTH STREET | ATLANTA | GA | 303320420 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $15,000 | ||||||
| GROVE CITY COLLEGE | |||||||||||||
| 100 CAMPUS DRIVE | 3010 | GROVE CITY | PA | 16127 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $32,214 | |||||
| HAMPDEN-SYDNEY COLLEGE | |||||||||||||
| 1 COLLEGE ROAD | HAMPDEN SYDNEY | VA | 23943 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $16,000 | ||||||
| HANOVER COLLEGE | |||||||||||||
| PO BOX 108 | HANOVER | IN | 47243 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,500 | ||||||
| HENDERSON STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1100 HENDERSON STREET | ARKADELPHIA | AR | 719990001 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,515 | ||||||
| HILLSDALE COLLEGE | |||||||||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $26,000 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| 107 S INDIANA AVENUE | BLOOMINGTON | IN | 474057000 | NONE | PUBLIC | REFUND OF UNUSED FUNDS FROM 2009 GRANT | -$2,400 | ||||||
| INSTITUTE FOR HUMANE STUDIES | |||||||||||||
| 3301 N FAIRFAX DR | SUITE 440 | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,159,500 | |||||
| JACK MILLER CENTER | |||||||||||||
| 111 PRESIDENTIAL BLVD | 146 | PHILADELPHIA | PA | 19004 | NONE | PRIVATE | EDUCATIONAL PROGRAMS | $250,000 | |||||
| JACKSONVILLE STATE UNIVERSITY FOUNDATION | |||||||||||||
| 700 PELHAM ROAD NORTH | JACKSONVILLE | AL | 36265 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| JAMES MADISON INSTITUTE | |||||||||||||
| PO BOX 37460 | TALLAHASSEE | FL | 32303 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| JAMES MADISON UNIVERSITY FOUNDATION | |||||||||||||
| 800 SOUTH MAIN STREET | HARRISONBURG | VA | 22807 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $12,705 | ||||||
| LA SIERRA SCHOOL OF BUSINESS | |||||||||||||
| 601 S MAIN STREET | CORONA | CA | 91720 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| LAKELAND | |||||||||||||
| PO BOX 359 | SHEBOYGAN | WI | 530820359 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,000 | ||||||
| LINDENWOOD | |||||||||||||
| 209 W KINGSHIGHWAY | SAINT CHARLES | MO | 63301 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,000 | ||||||
| LOYOLA UNIVERSITY CHICAGO | |||||||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PUBLIC | REFUND OF UNUSED FUNDS FROM 2009 GRANT | -$1,316 | ||||||
| LOYOLA UNIVERSITY NEW ORLEANS | |||||||||||||
| 6363 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $20,000 | ||||||
| LOUISIANA STATE UNIVERSITY FOUNDATION | |||||||||||||
| 3838 WEST LAKESHORE DRIVE | BATON ROUGE | LA | 70803 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,340 | ||||||
| MARKET BASED MANAGEMENT INSTITUTE | |||||||||||||
| 4111 EAST 37TH ST N | WICHITA | KS | 67220 | NONE | PRIVATE | GENERAL OPERATING SUPPORT | $145,000 | ||||||
| MERCER UNIVERSITY | |||||||||||||
| 1400 COLEMAN AVENUE | MACON | GA | 31207 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,500 | ||||||
| METROPOLITAN STATE COLLEGE DENVER FOUNDATION | |||||||||||||
| 1512 LARIMER STREET | SUITE 900 | DENVER | CO | 802178424 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $15,340 | |||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 503 THOMPSON STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,607 | ||||||
| MICHIGAN STATE UNIVERSITY | |||||||||||||
| 304 SOUTH CASE HALL | EAST LANSING | MI | 48825 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,650 | ||||||
| MIDWESTERN STATE UNIVERSITY FOUNDATION | |||||||||||||
| 3410 TAFT BLVD | WICHITA FALLS | TX | 76308 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,800 | ||||||
| MILLIGAN COLLEGE | |||||||||||||
| PO BOX 500 | MILLIGAN COLLEGE | TN | 37682 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $3,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394301 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $45,480 | ||||||
| MONTANA STATE UNIVERSITY | |||||||||||||
| 307D LINFIELD HALL | BOZEMAN | MT | 597170292 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $18,000 | ||||||
| MONTCLAIR STATE UNIVERSITY FOUNDATION | |||||||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,000 | ||||||
| MOREHEAD STATE UNIVERSITY | |||||||||||||
| 202 HOWELL-MCDOWELL BLDG | MOREHEAD | KY | 40351 | NONE | PRIVATE | GENERAL SUPPORT FOR RESEARCH | $9,300 | ||||||
| NATIONAL REVIEW INSTITUTE | |||||||||||||
| 233 PENNSYLVANIA AVE SE 3RD FLOOR | WASHINGTON | DC | 20003 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| NATIONAL UNIVERSITY | |||||||||||||
| 11255 NORTH TORREY PINES RD | LA JOLLA | CA | 92037 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,500 | ||||||
| NETWORK OF ENLIGHTENED WOMEN | |||||||||||||
| 1210 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 19 W 4TH STREET 6FL | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| NORTH CAROLINA STATE UNIVERSITY | |||||||||||||
| CAMPUS BOX 7001 | RALEIGH | NC | 276957001 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $4,000 | ||||||
| NORTHEASTERN STATE UNIVERSITY TAHLEQUAH | |||||||||||||
| 705 N GRAND | TAHLEQUAH | OK | 74464 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,400 | ||||||
| NORTHERN ILLINOIS RESEARCH FOUNDATION | |||||||||||||
| 1425 WEST LINCOLN HWY | DEKALB | IL | 601152828 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,000 | ||||||
| NORTHWEST OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||||||||
| 709 OKLAHOMA BLVD | ALVA | OK | 73717 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $3,000 | ||||||
| NORTHWOOD UNIVERSITY - TEXAS CAMPUS | |||||||||||||
| 1114 W FM 1382 | CEDAR HILL | TX | 751041204 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,000 | ||||||
| NORTHWOOD UNIVERSITY | |||||||||||||
| 4000 WHITING DRIVE | MIDLAND | MI | 48640 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $40,000 | ||||||
| NOVIM GROUP | |||||||||||||
| 2831 GARBER ST | BERKELEY | CA | 94705 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $150,000 | ||||||
| OGLETHORPE | |||||||||||||
| 4484 PEACHTREE RD NE | ATLANTA | GA | 30319 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,000 | ||||||
| OHIO UNIVERSITY | |||||||||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,000 | ||||||
| OHIO UNIVERSITY FOUNDATION | |||||||||||||
| BENTLEY ANNEX 415 | ATHENS | OH | 45701 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $14,000 | ||||||
| PEPPERDINE UNIVERSITY | |||||||||||||
| 24255 PACIFIC COAST | MALIBU | CA | 902634819 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $18,950 | ||||||
| PHILANTHROPY ROUNDTABLE | |||||||||||||
| 1150 17TH ST NW | SUITE 503 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| PHILLIPS FOUNDATION | |||||||||||||
| ONE MASSACHUSETTS AVE NW | SUITE 620 | WASHINGTON | DC | 20001 | NONE | PRIVATE | EDUCATIONAL PROGRAMS | $25,000 | |||||
| PHILLIPS SCHOOL OF BUSINESS HIGH POINT UNIVERSITY | |||||||||||||
| 833 MONTLIEU AVENUE | HIGH POINT | NC | 27262 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $2,000 | ||||||
| PRESBYTERIAN COLLEGE | |||||||||||||
| 503 SOUTH BROAD STREET | CLINTON | SC | 29325 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $2,200 | ||||||
| PROVIDENCE COLLEGE | |||||||||||||
| SOWA HALL 236 | PROVIDENCE | RI | 02918 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,250 | ||||||
| REGENT UNIVERSITY | |||||||||||||
| 1000 REGENT UNIVERSITY DR | VIRGINIA BEACH | VA | 234649800 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| RESEARCH FOUNDATION OF THE STATE UNIV OF NEW YORK | |||||||||||||
| 101 BROAD STREET | PLATTSBURGH | NY | 12901 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $12,000 | ||||||
| RHODES COLLEGE | |||||||||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $28,000 | ||||||
| ROBERT MORRIS UNIVERSITY | |||||||||||||
| 6001 UNIVERSITY BOULEVARD | MOON TOWNSHIP | PA | 151081189 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $1,500 | ||||||
| ROCKFORD COLLEGE | |||||||||||||
| 5050 EAST STATE STREET | ROCKFORD | IL | 61108 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| ROOSEVELT | |||||||||||||
| 430 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,950 | ||||||
| ROYAL INSTITUTION FOR ADV OF LEARNING | |||||||||||||
| NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | 855 SHERBROOKE ST W | MONTREAL | QUEBEC | CA | QC HCA2T7 | |||||
| RYAN FOUNDATION | |||||||||||||
| 805 BROWER ROAD | WAYNE | PA | 19087 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $4,500 | ||||||
| SAGINAW VALLEY STATE UNIVERSITY | |||||||||||||
| 7400 BAY RD BROWN 342 | UNIVERSITY CENTER | MI | 48710 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $4,940 | ||||||
| SALISBURY UNIVERSITY FOUNDATION | |||||||||||||
| PO BOX 2655 | SALISBURY | MD | 218022655 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $12,000 | ||||||
| SALVATION ARMY | |||||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $50,000 | ||||||
| SAN JOSE STATE UNIVERSITY | |||||||||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $16,500 | ||||||
| SARAH LAWRENCE COLLEGE | |||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,000 | ||||||
| SETON HALL UNIVERSITY | |||||||||||||
| 400 SOUTH ORANGE AVENUE | SOUTH ORANGE | NJ | 07079 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,131 | ||||||
| SKIDMOORE COLLEGE | |||||||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $3,800 | ||||||
| SMITHSONIAN INSTITUTE | |||||||||||||
| ASTROPHYSICAL OBSERVATORY | 60 GARDEN STREET | CAMBRIDGE | MA | 021381516 | NONE | PUBLC | EDUCATIONAL PROGRAMS | $55,000 | |||||
| SOUTHERN ILLINOIS UNIVERSITY FOUNDATION | |||||||||||||
| 1235 DOUGLAS DRIVE | CARBONDALE | IL | 629016805 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $14,976 | ||||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||||
| PO BOX 750333 | DALLAS | TX | 752750333 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $800 | ||||||
| ST CLOUD STATE UNIVERSITY FOUNDATION | |||||||||||||
| 720 4TH AVENUE SOUTH | SAINT CLOUD | MN | 563014498 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,500 | ||||||
| ST JOHN FISHER COLLEGE | |||||||||||||
| 3690 EAST AVENUE | ROCHESTER | NY | 14618 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,000 | ||||||
| ST JOHN'S UNIVERSITY | |||||||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $22,000 | ||||||
| ST LAWRENCE UNIVERSITY | |||||||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| ST VINCENT | |||||||||||||
| 300 FRASOR PURCHASE ROAD | LATROBE | PA | 15650 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| STILLMAN COLLEGE | |||||||||||||
| PO BOX 1430 | TUSCALOOSA | AL | 35403 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| STONEHILL COLLEGE | |||||||||||||
| 320 WASHINGTON ST | EASTON | MA | 02357 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $13,494 | ||||||
| STUDENTS FOR LIBERTY | |||||||||||||
| PO BOX 17321 | ARLINGTON | VA | 22216 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $20,000 | ||||||
| SUFFOLK UNIVERSITY | |||||||||||||
| 8 ASHBURTON PL | BOSTON | MA | 021082770 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $209,697 | ||||||
| TEXAS STATE UINVERSITY-SAN MARCOS | |||||||||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| THE FUND FOR AMERICAN STUDIES | |||||||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $80,000 | ||||||
| THE KING'S COLLEGE | |||||||||||||
| 350 5TH AVENUE | SUITE 1500 | NEW YORK | NY | 10118 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | |||||
| TRINITY COLLEGE | |||||||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 061063100 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,053 | ||||||
| TROY UNIVERSITY FOUNDATION INC | |||||||||||||
| 216 ADAMS ADMINISTRATION BLDG | TROY | AL | 36082 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $240,000 | ||||||
| UB FOUNDATION SERVICES INC | |||||||||||||
| 216 ADAMS ADMINISTRATION BLDG | TROY | AL | 36082 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,960 | ||||||
| UNIVERSITY OF ALABAMA - HUNTSVILLE | |||||||||||||
| 320 SPARKMAN DRIVE NSSTC 4040 | HUNTSVILLE | AL | 35805 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,000 | ||||||
| UNIVERSITY OF ALASKA FAIRBANKS | |||||||||||||
| PO BOX 755000 | FAIRBANKS | AK | 997755000 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,500 | ||||||
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||||||||
| 1111 NORTH CHERRY AVENUE | TUSCON | AZ | 85719 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $512,445 | ||||||
| UNIVERSITY OF ARKANSAS - LITTLE ROCK | |||||||||||||
| 2801 SOUTH UNIVERSITY AVE | LITTLE ROCK | AR | 722041099 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,855 | ||||||
| UNIVERSITY OF CALIFORNIA - DAVIS | |||||||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| UNIVERSITY OF CALIFORNIA - LOS ANGELES | |||||||||||||
| 3250 SCHOOL OF PUBLIC AFFAIRS | LOS ANGELES | CA | 900951656 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,500 | ||||||
| UNIVERSITY OF CALIFORNIA - RIVERSIDE FOUNDATION | |||||||||||||
| 900 UNIVERSITY AVENUE | RIVERSIDE | CA | 925210211 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $15,000 | ||||||
| UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION | |||||||||||||
| UCR BOX 4986 | CONWAY | AR | 720354986 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,175 | ||||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||||
| 1305 UNIVERSITY AVENUE | BOULDER | CO | 80302 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $20,000 | ||||||
| UNIVERSITY OF DALLAS | |||||||||||||
| 1845 E NORTHGATE DRIVE | IRVING | TX | 75062 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $16,000 | ||||||
| UNIVERSITY OF DAYTON | |||||||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $15,000 | ||||||
| UNIVERSITY OF HOUSTON | |||||||||||||
| 4381 HARVEST LANE | HOUSTON | TX | 772043011 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| UNIVERSITY OF ILLINOIS - SPRINGFIELD | |||||||||||||
| ONE UNIVERSITY PLAZA | SPRINGFIELD | IL | 62703 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,375 | ||||||
| UNIVERSITY OF KENTUCKY | |||||||||||||
| 769 WOODLAND AVE | LEXINGTON | KY | 40526 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $2,000 | ||||||
| UNIVERSITY OF LOUISVILLE | |||||||||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40292 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $31,055 | ||||||
| UNIVERSITY OF MAINE - MACHIAS | |||||||||||||
| NINE OBRIEN AVENUE | MACHIAS | ME | 046541321 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| UNIVERSITY OF MISSOURI - COLUMBIA | |||||||||||||
| 904 VIRGINIA AVENUE | COLUMBIA | MO | 652111230 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $14,000 | ||||||
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL | |||||||||||||
| 103 SOUTH BUILDING CB 9100 | CHAPEL HILL | NC | 27599 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,000 | ||||||
| UNIVERSITY OF NEBRASKA - OMAHA | |||||||||||||
| 6001 DODGE STREET | OMAHA | NE | 681820210 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $10,000 | ||||||
| UNIVERSITY OF NEVADA RENO FOUNDATION | |||||||||||||
| 1664 N VIRGINIA STREET | RENO | NV | 895570208 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,000 | ||||||
| UNIVERSITY OF NOTRE DAME | |||||||||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,650 | ||||||
| UNIVERSITY OF OKLAHOMA | |||||||||||||
| 729 ELM AVENUE | NORMAN | OK | 730190390 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $3,000 | ||||||
| UNIVERSITY OF SAN DIEGO | |||||||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,317 | ||||||
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | |||||||||||||
| 4202 E FOWLER AVENUE ALC100 | TAMPA | FL | 33620 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,000 | ||||||
| UNIVERSITY OF TEXAS AT EL PASO | |||||||||||||
| 500 W UNIVERSITY DRIVE | EDINBURG | TX | 79968 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,475 | ||||||
| UNIVERSITY OF TEXAS PAN AMERICAN FOUNDATION | |||||||||||||
| 1201 W UNIVERSITY DRIVE | EDINBURG | TX | 785392909 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $18,300 | ||||||
| UNIVERSITY OF WASHINGTON | |||||||||||||
| BOX 353330 | SEATTLE | WA | 981953530 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,000 | ||||||
| UNIVERSITY OF WEST FLORIDA FOUNDATION INC | |||||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $7,500 | ||||||
| UNIVERSITY OF WISCONSIN EAU CLAIRE | |||||||||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 547024004 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,500 | ||||||
| UNIVERSITY OF WISCONSIN MADISON | |||||||||||||
| 500 LINCOLN DRIVE | MADISON | WI | 53706 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $5,400 | ||||||
| UNIVERSITY OF RICHMOND | |||||||||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $11,675 | ||||||
| UNIVERSITY OF SOUTH ALABAMA | |||||||||||||
| 307 UNIVERSITY BLVD N | MOBILE | AL | 36688 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,851 | ||||||
| UTAH STATE UNIVERSITY | |||||||||||||
| 1400 OLD MAIN HI | LOGAN | UT | 843221400 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $170,000 | ||||||
| WAKE FOREST UNIVERSITY | |||||||||||||
| 1834 WAKE FOREST ROAD | WINSTON SALEM | NC | 27106 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,810 | ||||||
| WESLEYAN | |||||||||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $9,000 | ||||||
| WEST VIRGINIA UNIVERSITY FOUNDATION | |||||||||||||
| ONE WATERFRONT PLACE 7TH FLOOR | MORGANTOWN | WV | 265071650 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $272,100 | ||||||
| WESTERN KENTUCKY UNIVERSITY FOUNDATION | |||||||||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| WHITMAN COLLEGE | |||||||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $6,000 | ||||||
| WINSTON-SALEM STATE UNIVERSITY | |||||||||||||
| 601 MARTIN LUTHER KING DRIVE | WINSTON SALEM | NC | 27110 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $8,500 | ||||||
| WMU FOUNDATION | |||||||||||||
| 1903 W MICHIGAN AVENUE | KALAMAZOO | MI | 490085403 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $14,090 | ||||||
| YESHIVA UNIVERSITY | |||||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $20,000 | ||||||
| GREATER WICHITA YMCA | |||||||||||||
| 3330 N WOODLAWN | WICHITA | KS | 672202202 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11192922 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (7 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 |
|---|---|---|---|---|---|---|---|---|
| FLORIDA STATE UNIVERSITY | ||||||||
| 211 WESTCOTT BUILDING | TALLAHASSEE | FL | 323061470 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $1,043,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $350,500 | |
| SUFFOLK UNIVERSITY | ||||||||
| 8 ASHBURTON PLACE | BOSTON | MA | 02108 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $75,839 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVE | TUSCON | AZ | 857210109 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $600,000 | PO BOX 210109 |
| UTAH STATE UNIVERSITY | ||||||||
| UTAH STATE UNIVERSITY | LOGAN | UT | 84322 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $250,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION | ||||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 265071650 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $200,000 | 7TH FLOOR |
| CLEMSON UNIVERSITY | ||||||||
| 165 SIRRIE HALL | CLEMSON | SC | 296341301 | NONE | PUBLIC | EDUCATIONAL PROGRAMS | $500,000 | BOX 341301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 3019339 | TotGrantOrContriApprovedFuture |
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 | $327,064 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,811,180 | 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 | $1,628,844 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,490,637 | 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 | $10,257,725 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10257725 | 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 | 42034259 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| ACCOUNTING FEES | $149,650 | 201480 | |
| INVESTMENT ACCTG SERVICES FEES | $36,727 | 0 | 36727 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | LifeLife |
|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2010-01-01 | 366620 | 94736 | SL | 73364 | |
| OFFICE EQUIPMENT | 2010-01-01 | 46659 | 3806 | SL | 3806 | |
| OFFICE FURNITURE | 2010-01-01 | 270325 | 43423 | SL | 33835 | |
| UNIMPROVED LAND | 1988-05-13 | 3377694 | L | |||
| LEASEHOLD IMPROVE | 2010-01-01 | 1000652 | 218268 | SL | 200130 | |
| OFFICE EQUIPMENT | 40286 | SL | 10670 | 5 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| JACK MILLER CENTER | ||||||||||
| 111 PRESIDENTIAL BOULEVARD SUITE 1 | PHILADELPHIA | PA | 19004 | 2010-06-04 | $250,000 | SUPPORT FOR WEEK-LONG SUMMER INSTITUTE PROGRAM CONDUCTED BY THE CENTER | 250000 | NO | 11/08/2010 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. |
| MARKET-BASED MANAGEMENT INSTITUTE | ||||||||||
| 4111 E 37TH STREET N | WICHITA | KS | 67220 | 2010-07-26 | $145,000 | GENERAL OPERATING SUPPORT | 145000 | NO | 10/27/2011 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 | 2010-05-26 | $25,000 | SUPPORT FELLOWSHIP PROGRAM | 8650 | NO | 12/22/2010 FULL REPORT OF ALL GRANT 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. |
| MOREHEAD STATE UNIVERSITY | ||||||||||
| 202 HOWELL-MCDOWELL BLDG | MOREHEAD | KY | 40351 | 2010-11-30 | $9,300 | RESEARCH FELLOWSHIP | 1750 | NO | 11/02/2011 FULL REPORT OF ALL GRANT 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. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | Identifier |
| Return Reference | FORM 990-PF, PART IX-A | ReturnReference |
| Explanation | KOCH ASSOCIATES PROGRAM: During 2010 the Charles G. Koch Charitable Foundation sponsored more than 145 individuals to participate in the Koch Associate Program. 27 Washington, D.C. area charitable organizations and 23 charitable organizations outside of Washington, D.C. were partners in the program. The Koch Associate Program was established to identify potential future leaders and entrepreneurs interested in liberty and help them develop the knowledge, skills, and experience necessary for careers in the nonprofit sector, including careers with market-oriented think tanks, policy institutes, and other educational institutions. For more information on this program, please visit the Foundation's website at: www.cgkfoundation.org KOCH INTERNSHIP PROGRAM: During 2010 the Charles G. Koch Charitable Foundation sponsored more than 67 individuals to participate in the Koch Internship Program. The Charles G. Koch Charitable Foundation Internship Program was established to develop the next generation of liberty-minded leaders, educators, and entrepreneurs. Over the course of the program, Interns engage in research and educational activities while learning and applying Market-Based Management. For more information on this program, please visit the Foundation's website at: www.cgkfoundation.org | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (10 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ZAZOVE FUND | FMV | 6873232 | 7454202 |
| EATON VANCE FUND | FMV | 53295 | 322199 |
| EXCELSIOR ABSOLUTE FUND | FMV | 52714 | 99039 |
| ELLIOT INTERNATIONAL FUND | FMV | 5000000 | 5060205 |
| HIGHLAND COMMINGLED FUND | FMV | 10000000 | 11260169 |
| MPAM FUND | FMV | 35000000 | 35277446 |
| PILOT TRAVEL CENTERS | FMV | 9860928 | 10000000 |
| PIMCO FUND | FMV | 26345344 | 27675757 |
| WEBER STEPHEN PRODUCTS | FMV | 24750000 | 25083333 |
| OTHER INVESTMENTS | FMV | 0 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (5 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE EQUIPMENT | 366620 | 168100 | 198520 |
| OFFICE EQUIPMENT | 46659 | 7612 | 39047 |
| OFFICE FURNITURE | 270325 | 77258 | 193067 |
| LEASEHOLD IMPROVE | 1000652 | 418398 | 582254 |
| OFFICE EQUIPMENT | 40286 | 10670 | 29616 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | Category |
| Amount | $7,301 | Amount |
| Disbursements Charitable Prps | 7876 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| INSURANCE | 52850 | 52850 |
| POSTAGE & DELIVERY | 9659 | 9659 |
| BANK FEES | 2764 | 2764 |
| SUPPLIES | 47196 | 47196 |
| TELEPHONE | 28215 | 28456 |
| MEMBERSHIP & DUES | 6498 | 6498 |
| AWARDS/INCENTIVES | 10266 | 10266 |
| MISCELLANEOUS | 65 | 65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OTHER INCOME - LAND RENT | 540 | |
| OTHER INCOME - INVESTMENTS | 1628304 | 1628304 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (13 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| PROFESSIONAL CONSULTING FEES | $86,581 | 103082 | |
| INVESTMENT MANAGEMENT FEES | $53,156 | 0 | 53156 |
| LAND MAINTENANCE FEES | $1,494 | 0 | 1494 |
| WEBSITE FEES | $72,113 | 72113 | |
| KAP | $593,673 | 578141 | |
| CORPORATE FILING FEES | $363 | 410 | |
| OTHER PROFESSIONAL FEES | $100,591 | 100841 | |
| RECRUITING FEES | $12,537 | 12537 | |
| TEMPORARY HELP | $31,910 | 31910 | |
| ADVERTISING FEES | $2,797 | 2797 | |
| SPEAKER FEES | $10,500 | 10500 | |
| ON-LINE SERVICE FEES | $4,871 | 4871 | |
| EQUIPMENT/MAINTENANCE | $18,719 | 20240 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| FEDERAL EXCISE TAX | $203,316 | 0 | |
| REAL ESTATE TAXES | $78 | 0 | 78 |
| VA BUSINESS PROPERTY TAX | $24,194 | 24194 |