2011-11-15T14:12:30-05:00 2010-12-31 BKD LLP 1551 N WATERFRONT PKWY STE 300 WICHITA KS 672066601 990PF 2010-01-01 480918408 CHARLES G KOCH CHARITABLE FOUNDATION CHAR 3168288286 PO BOX 2256 WICHITA KS 672012256 VONDA HOLLIMAN 3168288286 2011-11-15 true MITCHELL K CADDELL 3162652811 2010 2016-03-07 17:11:31Z X 242332070 X 42034259 327064 327064 3811180 3811180 4490637 27655247 4490637 1628844 1628304 52291984 10257185 0 4198421 4198421 766257 766257 7301 0 0 7876 186377 36727 0 201480 989305 54650 937442 227588 78 24194 321806 857921 857921 515711 517853 95271 95271 157513 157754 8323471 91455 0 7764469 10123369 11096508 18446840 91455 0 18860977 33845144 10165730 1840 77842 77842 100254578 112132186 112157459 223531 121788 223531 223531 90349 68384 68384 3377694 3377694 3377694 6530000 97034968 117935513 122232350 1724542 682038 1324022 1042504 1042504 202205239 234857654 242332070 120059 29937 4137478 3034871 4257537 3064808 X 197947702 231792846 197947702 231792846 202205239 234857654 197947702 33845144 231792846 231792846 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 4490637 false 19551962 155141798 0.126026 15476965 170704588 0.090665 10080287 127673989 0.078953 8276208 76656070 0.107965 4646986 47843504 0.097129 0.500738 0.100148 203468683 20376982 101657 20478639 18901264 203315 203315 203315 203149 45000 248149 44834 44834 false false false false false false false true true DC KS VA true false false false false true WWW.CGKFOUNDATION.ORG HEATHER LOVE 3168288286 4111 E 37TH ST N WICHITA KS 67220 false false false true true false false false false false false false false false false false true false false true false false false CHARLES CHASE KOCH PO BOX 2256 WICHITA KS 672012256 1.0 0 0 0 ELIZABETH ROBINSON KOCH PO BOX 2256 WICHITA KS 672012256 1.0 0 0 0 ELIZABETH B KOCH PO BOX 2256 WICHITA KS 672012256 1.0 0 0 0 CHARLES G KOCH PO BOX 2256 WICHITA KS 672012256 1.0 0 0 0 VONDA HOLLIMAN PO BOX 2256 WICHITA KS 672012256 1.0 0 0 0 JOY RAUM 1515 N COURTHOUSE RD SUITE 200 ARLINGTON VA 22201 1.0 0 0 0 BRIAN MENKES 1515 N COURTHOUSE RD SUITE 200 ARLINGTON VA 22201 1.0 0 0 0 KEVIN L GENTRY 1515 N COURTHOUSE RD SUITE 200 ARLINGTON VA 22201 1.0 0 0 0 RICHARD H FINK 1515 N COURTHOUSE RD SUITE 200 ARLINGTON VA 22201 1.0 0 0 0 LOGAN MOORE 1515 N COURTHOUSE RD ARLINGTON VA 22201 40.0 165000 3410 1440 RYAN STOWERS 1515 N COURTHOUSE RD ARLINGTON VA 22201 40.0 155000 9683 1440 ARIANNE MASSEY 1515 N COURTHOUSE RD ARLINGTON VA 22201 40.0 137500 3424 1440 CHRIS CARDIFF 1515 N COURTHOUSE RD ARLINGTON VA 22201 40.0 130000 9683 1440 DAN JORJANI 1515 N COURTHOUSE RD ARLINGTON VA 22201 40.0 127045 8876 1440 15 KOCH ASSOCIATES PROGRAM: SEE GENERAL EXPLANATION ATTACHMENT 2541122 KOCH INTERNSHIP PROGRAM: SEE GENERAL EXPLANATION ATTACHMENT 641323 0 107811780 92225411 6530000 206567191 0 206567191 3098508 203468683 10173434 10173434 203315 203315 9970119 9970119 9970119 18860977 0 40287 0 0 18901264 18901264 9970119 0 2008 2007 2006 0 2267221 4479130 3779603 7054261 11912574 29492789 18901264 0 9970119 8931145 38423934 0 0 0 0 2267221 36156713 4479130 3779603 7054261 11912574 8931145 CHARLES G KOCH NONE CHARLES G KOCH CHARITABLE FDN 1515 N COURTHOUSE ROAD SUITE 200 ARLINGTON VA 22201 7038751600 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 NONE 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 ACTON INSTITUTE 161 OTTAWA AVENUE NW SUITE 301 GRAND RAPIDS MI 49503 NONE PUBLIC EDUCATIONAL PROGRAMS 25000 ALEXANDER HAMILTON INSTITUTE 21 WEST PARK CLINTON NY 13323 NONE PUBLIC EDUCATIONAL PROGRAMS 14160 ALMA COLLEGE 614 W SUPERIOR ST ALMA MI 48801 NONE PUBLIC EDUCATIONAL PROGRAMS 7175 AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1726 M STREET NW WASHINGTON DC 200364525 NONE PUBLIC GENERAL OPERATING SUPPORT 5000 AMERICAN SPECTATOR FOUNDATION 1611 NORTH KENT ST SUITE 901 ARLINGTON VA 22201 NONE PUBLIC GENERAL OPERATING SUPPORT 10000 AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 200168130 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 ANDREW COLLEGE 501 COLLEGE STREET CUTHBERT GA 39840 NONE PUBLIC EDUCATIONAL PROGRAM 2500 ASSOCIATION OF PRIVATE ENTERPRISE EDUATION 615 MCCALLIE AVENUE CHATTANOOGA TN 37403 NONE PUBLIC EDUCATIONAL PROGRAMS 22000 ARKANSAS TECH UNIVERSITY 1509 NORTH BOULDER AVE RUSSELLVILLE AR 72801 NONE PUBLIC EDUCATIONAL PROGRAMS 8500 ARTS & SCIENCES FOUNDATION INC 103 SOUTH BUILDING CB 9100 CHAPEL HILL NC 27599 NONE PUBLIC EDUCATIONAL PROGRAMS 150000 ATHENS STATE UNIVERSITY FOUNDATION 300 N BEATY ST ATHENS AL 356111902 NONE PUBLIC EDUCATIONAL PROGAMS 7000 AZUSA PACIFIC UNIVERSITY PO BOX 7000 901 E ALOSTA AVE AZUSA CA 917027000 NONE PUBLIC EDUCATIONAL PROGAMS 22000 BALL STATE UNIVERSITY 2000 UNIVERSITY AVENUE MUNCIE IN 47306 NONE PUBLIC EDUCATIONAL PROGRAMS 16300 BARTON COLLEGE PO BOX 5000 WILSON NC 27893 NONE PUBLIC EDUCATIONAL PROGRAMS 3360 BAYLOR UNIVERSITY ONE BEAR PLACE WACO TX 76798 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 BELOIT COLLEGE 700 COLLEGE STREET BELOIT WI 53511 NONE PUBLIC EDUCATIONAL PROGRAMS 32000 BERRY COLLEGE PO BOX 495024 MOUNT BERRY GA 301495024 NONE PUBLIC EDUCATIONAL PROGRAMS 9600 BETHEL COLLEGE 1001 W MCKINLEY AVENUE MESHAWAKA IN 46545 NONE PUBLIC EDUCATIONAL PROGRAMS 8505 BILL OF RIGHTS INSTITUTE 200 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 NONE PUBLIC EDUCATIONAL PROGRAMS 300000 BOISE STATE UNIVERSITY FOUNDATION 2225 UNIVERSITY DRIVE BOISE ID 83706 NONE PUBLIC EDUCATIONAL PROGRAMS 7550 BROWN UNIVERSITY PO BOX 1844 PROVIDENCE RI 02912 NONE PUBLIC EDUCATIONAL PROGRAMS 116978 BUENA VISTA UNIVERSITY 610 W 4TH STREET STORM LAKE IA 50588 NONE PUBLIC EDUCATIONAL PROGRAMS 1000 CAMPBELL UNIVERSITY PO BOX 1145 BUIES CREEK NC 27506 NONE PUBLIC EDUCATIONAL PROGRAMS 13600 CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON DC 200361480 NONE PUBLIC GENERAL OPERATING SUPPORT 20000 CHAPMAN UNIVERSITY 1 UNIVERSITY DRIVE ORANGE CA 92866 NONE PUBLIC EDUCATIONAL PROGRAMS 40000 CHARLESTON SOUTHERN UNIVERSITY 9200 UNIVERSITY BOULEVARD CHARLESTON SC 29406 NONE PUBLIC EDUCATIONAL PROGRAMS 7200 CHRISTENDOM COLLEGE 134 CHRISTENDOM DR FRONT ROYAL VA 22630 NONE PUBLIC EDUCATIONAL PROGRAMS 5100 CLAREMONT MCKENNA COLLEGE 400 N CLAREMONT BLVD CLAREMONT CA 91711 NONE PUBLIC EDUCATIONAL PROGRAMS 14000 CLEMSON UNIVERSITY 165 SIRRINE HALL BOX 341301 CLEMSON SC 296341301 NONE PUBLIC EDUCATIONAL PROGRAMS 250000 CHRISTOPHER NEWPORT UNIV EDUCATION FOUNDATION 1 UNIVERSAL PLACE NEWPORT NEWS VA 23606 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 COASTAL CAROLINA UNIVERSITY PO BOX 261954 CONWAY SC 295286054 NONE PUBLIC EDUCATIONAL PROGRAMS 6300 COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 NONE PUBLIC EDUCATIONAL PROGRAMS 5972 COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE STREET CHARLESTON SC 29424 NONE PUBLIC EDUCATIONAL PROGRAMS 29919 COLLEGE OF NEW JERSEY FOUNDATION 2000 PENNINGTON ROAD TRENTON NJ 08628 NONE PUBLIC EDUCATIONAL PROGRAMS 15310 COLLEGE OF WILLIAM & MARY PO BOX 8795 WILLIAMBURG VA 231878795 NONE PUBLIC EDUCATIONAL PROGRAMS 4800 COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 NONE PUBLIC EDUCATIONAL PROGRAMS 9000 CRITICAL REVIEW FOUNDATION PO BOX 869 HELOTES TX 78023 NONE PUBLIC GENERAL OPERATING SUPPORT 8000 CALIFORNIA STATE UNIVERSITY - EAST BAY 25800 CARLOS BEE BLVD HAYWARD CA 94542 NONE PUBLIC EDUCATIONAL PROGRAMS 7000 DELAWARE STATE UNIVERSITY FOUNDATION 1200 NORTH DUPONT HIGHWAY DOVER DE 199012277 NONE PUBLIC EDUCATIONAL PROGRAMS 7250 DONORS TRUST 109 NORTH HENRY ST ALEXANDRAI VA 22314 NONE PUBLIC EDUCATIONAL PROJECT 25000 DUKE UNIVERSITY 81 BEVERLY DRIVE DURHAM NC 27707 NONE PUBLIC EDUCATIONAL PROGRAMS 11500 DUQUESNE UNIVERSITY 600 FORBES AVENUE PITTSBURGH PA 15282 NONE PUBLIC EDUCATIONAL PROGRAMS 17000 FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION 601 WALNUT STREET SUITE 510 PHILADELPHIA PA 19106 NONE PUBLIC GENERAL OPERATING SUPPORT 175000 FLORIDA GULF COAST UNIVERSITY FOUNDATION 1050 FGCU BOULEVARD SOUTH FORT MYERS FL 33965 NONE PUBLIC EDUCATIONAL PROGRAMS 36246 FLORIDA STATE UNIVERSITY 211 WESTCOTT BUILDING TALLAHASSEE FL 323061470 NONE PUBLIC EDUCATIONAL PROGRAMS 350544 FOUNDATION FOR ECONOMIC EDUCATION 30 S BROADWAY IRVINGTONONHUDSON NY 10533 NONE PUBLIC EDUCATIONAL PROGRAMS 7000 FRASER INSTITUTE 1770 BURRARD ST 4TH FLOOR VANCOUVER BRITISH COLUMBIA CA NONE PUBLIC EDUCATIONAL PROGRAMS 150000 GEORGE FOX UNIVERSITY 414 N MERIDIAN STREET NEWBERG OR 971322697 NONE PUBLIC EDUCATIONAL PROGRAMS 6500 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE FAIRFAX VA 220304444 NONE PUBLIC GENERAL OPERATING SUPPORT & EDUCATIONAL PROGRAMS 3667144 GEORGE WASHINGTON UNIVERSITY 805 21ST STREET NW WASHINGTON DC 20052 NONE PUBLIC EDUCATIONAL PROGRAMS 15000 GEORGIA COLLEGE & STATE UNIVERSITY 231 W HANCOCK ST MILLEDGEVILLE GA 31061 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 GEORGIA STATE UNIVERSITY FOUNDATION ONE PARK PLACE SOUTH ATLANTA GA 30303 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 GEORGIA TECH RESEARCH CORP 505 TENTH STREET ATLANTA GA 303320420 NONE PUBLIC EDUCATIONAL PROGRAMS 15000 GROVE CITY COLLEGE 100 CAMPUS DRIVE 3010 GROVE CITY PA 16127 NONE PUBLIC EDUCATIONAL PROGRAMS 32214 HAMPDEN-SYDNEY COLLEGE 1 COLLEGE ROAD HAMPDEN SYDNEY VA 23943 NONE PUBLIC EDUCATIONAL PROGRAMS 16000 HANOVER COLLEGE PO BOX 108 HANOVER IN 47243 NONE PUBLIC EDUCATIONAL PROGRAMS 5500 HENDERSON STATE UNIVERSITY FOUNDATION 1100 HENDERSON STREET ARKADELPHIA AR 719990001 NONE PUBLIC EDUCATIONAL PROGRAMS 6515 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC EDUCATIONAL PROGRAMS 26000 INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 474057000 NONE PUBLIC REFUND OF UNUSED FUNDS FROM 2009 GRANT -2400 INSTITUTE FOR HUMANE STUDIES 3301 N FAIRFAX DR SUITE 440 ARLINGTON VA 22201 NONE PUBLIC GENERAL OPERATING SUPPORT 2159500 JACK MILLER CENTER 111 PRESIDENTIAL BLVD 146 PHILADELPHIA PA 19004 NONE PRIVATE EDUCATIONAL PROGRAMS 250000 JACKSONVILLE STATE UNIVERSITY FOUNDATION 700 PELHAM ROAD NORTH JACKSONVILLE AL 36265 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 JAMES MADISON INSTITUTE PO BOX 37460 TALLAHASSEE FL 32303 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 JAMES MADISON UNIVERSITY FOUNDATION 800 SOUTH MAIN STREET HARRISONBURG VA 22807 NONE PUBLIC EDUCATIONAL PROGRAMS 12705 LA SIERRA SCHOOL OF BUSINESS 601 S MAIN STREET CORONA CA 91720 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 LAKELAND PO BOX 359 SHEBOYGAN WI 530820359 NONE PUBLIC EDUCATIONAL PROGRAMS 7000 LINDENWOOD 209 W KINGSHIGHWAY SAINT CHARLES MO 63301 NONE PUBLIC EDUCATIONAL PROGRAMS 5000 LOYOLA UNIVERSITY CHICAGO 1032 W SHERIDAN RD CHICAGO IL 60660 NONE PUBLIC REFUND OF UNUSED FUNDS FROM 2009 GRANT -1316 LOYOLA UNIVERSITY NEW ORLEANS 6363 ST CHARLES AVENUE NEW ORLEANS LA 70118 NONE PUBLIC EDUCATIONAL PROGRAMS 20000 LOUISIANA STATE UNIVERSITY FOUNDATION 3838 WEST LAKESHORE DRIVE BATON ROUGE LA 70803 NONE PUBLIC EDUCATIONAL PROGRAMS 11340 MARKET BASED MANAGEMENT INSTITUTE 4111 EAST 37TH ST N WICHITA KS 67220 NONE PRIVATE GENERAL OPERATING SUPPORT 145000 MERCER UNIVERSITY 1400 COLEMAN AVENUE MACON GA 31207 NONE PUBLIC EDUCATIONAL PROGRAMS 10500 METROPOLITAN STATE COLLEGE DENVER FOUNDATION 1512 LARIMER STREET SUITE 900 DENVER CO 802178424 NONE PUBLIC EDUCATIONAL PROGRAMS 15340 UNIVERSITY OF MICHIGAN 503 THOMPSON STREET ANN ARBOR MI 48109 NONE PUBLIC EDUCATIONAL PROGRAMS 11607 MICHIGAN STATE UNIVERSITY 304 SOUTH CASE HALL EAST LANSING MI 48825 NONE PUBLIC EDUCATIONAL PROGRAMS 10650 MIDWESTERN STATE UNIVERSITY FOUNDATION 3410 TAFT BLVD WICHITA FALLS TX 76308 NONE PUBLIC EDUCATIONAL PROGRAMS 5800 MILLIGAN COLLEGE PO BOX 500 MILLIGAN COLLEGE TN 37682 NONE PUBLIC EDUCATIONAL PROGRAMS 3000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 021394301 NONE PUBLIC EDUCATIONAL PROGRAMS 45480 MONTANA STATE UNIVERSITY 307D LINFIELD HALL BOZEMAN MT 597170292 NONE PUBLIC EDUCATIONAL PROGRAMS 18000 MONTCLAIR STATE UNIVERSITY FOUNDATION 1 NORMAL AVENUE MONTCLAIR NJ 07043 NONE PUBLIC EDUCATIONAL PROGRAMS 8000 MOREHEAD STATE UNIVERSITY 202 HOWELL-MCDOWELL BLDG MOREHEAD KY 40351 NONE PRIVATE GENERAL SUPPORT FOR RESEARCH 9300 NATIONAL REVIEW INSTITUTE 233 PENNSYLVANIA AVE SE 3RD FLOOR WASHINGTON DC 20003 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 NATIONAL UNIVERSITY 11255 NORTH TORREY PINES RD LA JOLLA CA 92037 NONE PUBLIC EDUCATIONAL PROGRAMS 10500 NETWORK OF ENLIGHTENED WOMEN 1210 MASSACHUSETTS AVE NW WASHINGTON DC 20005 NONE PUBLIC GENERAL OPERATING SUPPORT 2500 NEW YORK UNIVERSITY 19 W 4TH STREET 6FL NEW YORK NY 10012 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7001 RALEIGH NC 276957001 NONE PUBLIC EDUCATIONAL PROGRAMS 4000 NORTHEASTERN STATE UNIVERSITY TAHLEQUAH 705 N GRAND TAHLEQUAH OK 74464 NONE PUBLIC EDUCATIONAL PROGRAMS 8400 NORTHERN ILLINOIS RESEARCH FOUNDATION 1425 WEST LINCOLN HWY DEKALB IL 601152828 NONE PUBLIC EDUCATIONAL PROGRAMS 5000 NORTHWEST OKLAHOMA STATE UNIVERSITY FOUNDATION 709 OKLAHOMA BLVD ALVA OK 73717 NONE PUBLIC EDUCATIONAL PROGRAMS 3000 NORTHWOOD UNIVERSITY - TEXAS CAMPUS 1114 W FM 1382 CEDAR HILL TX 751041204 NONE PUBLIC EDUCATIONAL PROGRAMS 8000 NORTHWOOD UNIVERSITY 4000 WHITING DRIVE MIDLAND MI 48640 NONE PUBLIC EDUCATIONAL PROGRAMS 40000 NOVIM GROUP 2831 GARBER ST BERKELEY CA 94705 NONE PUBLIC EDUCATIONAL PROGRAMS 150000 OGLETHORPE 4484 PEACHTREE RD NE ATLANTA GA 30319 NONE PUBLIC EDUCATIONAL PROGRAMS 5000 OHIO UNIVERSITY PO BOX 869 ATHENS OH 45701 NONE PUBLIC EDUCATIONAL PROGRAMS 5000 OHIO UNIVERSITY FOUNDATION BENTLEY ANNEX 415 ATHENS OH 45701 NONE PUBLIC EDUCATIONAL PROGRAMS 14000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST MALIBU CA 902634819 NONE PUBLIC EDUCATIONAL PROGRAMS 18950 PHILANTHROPY ROUNDTABLE 1150 17TH ST NW SUITE 503 WASHINGTON DC 20036 NONE PUBLIC GENERAL OPERATING SUPPORT 25000 PHILLIPS FOUNDATION ONE MASSACHUSETTS AVE NW SUITE 620 WASHINGTON DC 20001 NONE PRIVATE EDUCATIONAL PROGRAMS 25000 PHILLIPS SCHOOL OF BUSINESS HIGH POINT UNIVERSITY 833 MONTLIEU AVENUE HIGH POINT NC 27262 NONE PUBLIC EDUCATIONAL PROGRAMS 2000 PRESBYTERIAN COLLEGE 503 SOUTH BROAD STREET CLINTON SC 29325 NONE PUBLIC EDUCATIONAL PROGRAMS 2200 PROVIDENCE COLLEGE SOWA HALL 236 PROVIDENCE RI 02918 NONE PUBLIC EDUCATIONAL PROGRAMS 5250 REGENT UNIVERSITY 1000 REGENT UNIVERSITY DR VIRGINIA BEACH VA 234649800 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 RESEARCH FOUNDATION OF THE STATE UNIV OF NEW YORK 101 BROAD STREET PLATTSBURGH NY 12901 NONE PUBLIC EDUCATIONAL PROGRAMS 12000 RHODES COLLEGE 2000 N PARKWAY MEMPHIS TN 38112 NONE PUBLIC EDUCATIONAL PROGRAMS 28000 ROBERT MORRIS UNIVERSITY 6001 UNIVERSITY BOULEVARD MOON TOWNSHIP PA 151081189 NONE PUBLIC EDUCATIONAL PROGRAMS 1500 ROCKFORD COLLEGE 5050 EAST STATE STREET ROCKFORD IL 61108 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 ROOSEVELT 430 S MICHIGAN AVENUE CHICAGO IL 60605 NONE PUBLIC EDUCATIONAL PROGRAMS 7950 ROYAL INSTITUTION FOR ADV OF LEARNING 855 SHERBROOKE ST W MONTREAL QUEBEC CA QC HCA2T7 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 RYAN FOUNDATION 805 BROWER ROAD WAYNE PA 19087 NONE PUBLIC EDUCATIONAL PROGRAMS 4500 SAGINAW VALLEY STATE UNIVERSITY 7400 BAY RD BROWN 342 UNIVERSITY CENTER MI 48710 NONE PUBLIC EDUCATIONAL PROGRAMS 4940 SALISBURY UNIVERSITY FOUNDATION PO BOX 2655 SALISBURY MD 218022655 NONE PUBLIC EDUCATIONAL PROGRAMS 12000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22313 NONE PUBLIC EDUCATIONAL PROGRAMS 50000 SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 95192 NONE PUBLIC EDUCATIONAL PROGRAMS 16500 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 NONE PUBLIC EDUCATIONAL PROGRAMS 9000 SETON HALL UNIVERSITY 400 SOUTH ORANGE AVENUE SOUTH ORANGE NJ 07079 NONE PUBLIC EDUCATIONAL PROGRAMS 10131 SKIDMOORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC EDUCATIONAL PROGRAMS 3800 SMITHSONIAN INSTITUTE ASTROPHYSICAL OBSERVATORY 60 GARDEN STREET CAMBRIDGE MA 021381516 NONE PUBLC EDUCATIONAL PROGRAMS 55000 SOUTHERN ILLINOIS UNIVERSITY FOUNDATION 1235 DOUGLAS DRIVE CARBONDALE IL 629016805 NONE PUBLIC EDUCATIONAL PROGRAMS 14976 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 5500 ST JOHN FISHER COLLEGE 3690 EAST AVENUE ROCHESTER NY 14618 NONE PUBLIC EDUCATIONAL PROGRAMS 8000 ST JOHN'S UNIVERSITY 8000 UTOPIA PARKWAY QUEENS NY 11439 NONE PUBLIC EDUCATIONAL PROGRAMS 22000 ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 ST VINCENT 300 FRASOR PURCHASE ROAD LATROBE PA 15650 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 STILLMAN COLLEGE PO BOX 1430 TUSCALOOSA AL 35403 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 STONEHILL COLLEGE 320 WASHINGTON ST EASTON MA 02357 NONE PUBLIC EDUCATIONAL PROGRAMS 13494 STUDENTS FOR LIBERTY PO BOX 17321 ARLINGTON VA 22216 NONE PUBLIC EDUCATIONAL PROGRAMS 20000 SUFFOLK UNIVERSITY 8 ASHBURTON PL BOSTON MA 021082770 NONE PUBLIC EDUCATIONAL PROGRAMS 209697 TEXAS STATE UINVERSITY-SAN MARCOS 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 NONE PUBLIC EDUCATIONAL PROGRAMS 80000 THE KING'S COLLEGE 350 5TH AVENUE SUITE 1500 NEW YORK NY 10118 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 061063100 NONE PUBLIC EDUCATIONAL PROGRAMS 11053 TROY UNIVERSITY FOUNDATION INC 216 ADAMS ADMINISTRATION BLDG TROY AL 36082 NONE PUBLIC EDUCATIONAL PROGRAMS 240000 UB FOUNDATION SERVICES INC 216 ADAMS ADMINISTRATION BLDG TROY AL 36082 NONE PUBLIC EDUCATIONAL PROGRAMS 7960 UNIVERSITY OF ALABAMA - HUNTSVILLE 320 SPARKMAN DRIVE NSSTC 4040 HUNTSVILLE AL 35805 NONE PUBLIC EDUCATIONAL PROGRAMS 8000 UNIVERSITY OF ALASKA FAIRBANKS PO BOX 755000 FAIRBANKS AK 997755000 NONE PUBLIC EDUCATIONAL PROGRAMS 11500 UNIVERSITY OF ARIZONA FOUNDATION 1111 NORTH CHERRY AVENUE TUSCON AZ 85719 NONE PUBLIC EDUCATIONAL PROGRAMS 512445 UNIVERSITY OF ARKANSAS - LITTLE ROCK 2801 SOUTH UNIVERSITY AVE LITTLE ROCK AR 722041099 NONE PUBLIC EDUCATIONAL PROGRAMS 6855 UNIVERSITY OF CALIFORNIA - DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 UNIVERSITY OF CALIFORNIA - LOS ANGELES 3250 SCHOOL OF PUBLIC AFFAIRS LOS ANGELES CA 900951656 NONE PUBLIC EDUCATIONAL PROGRAMS 8500 UNIVERSITY OF CALIFORNIA - RIVERSIDE FOUNDATION 900 UNIVERSITY AVENUE RIVERSIDE CA 925210211 NONE PUBLIC EDUCATIONAL PROGRAMS 15000 UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION UCR BOX 4986 CONWAY AR 720354986 NONE PUBLIC EDUCATIONAL PROGRAMS 5175 UNIVERSITY OF COLORADO FOUNDATION 1305 UNIVERSITY AVENUE BOULDER CO 80302 NONE PUBLIC EDUCATIONAL PROGRAMS 20000 UNIVERSITY OF DALLAS 1845 E NORTHGATE DRIVE IRVING TX 75062 NONE PUBLIC EDUCATIONAL PROGRAMS 16000 UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 NONE PUBLIC EDUCATIONAL PROGRAMS 15000 UNIVERSITY OF HOUSTON 4381 HARVEST LANE HOUSTON TX 772043011 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 UNIVERSITY OF ILLINOIS - SPRINGFIELD ONE UNIVERSITY PLAZA SPRINGFIELD IL 62703 NONE PUBLIC EDUCATIONAL PROGRAMS 10375 UNIVERSITY OF KENTUCKY 769 WOODLAND AVE LEXINGTON KY 40526 NONE PUBLIC EDUCATIONAL PROGRAMS 2000 UNIVERSITY OF LOUISVILLE 2301 S 3RD ST LOUISVILLE KY 40292 NONE PUBLIC EDUCATIONAL PROGRAMS 31055 UNIVERSITY OF MAINE - MACHIAS NINE OBRIEN AVENUE MACHIAS ME 046541321 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 UNIVERSITY OF MISSOURI - COLUMBIA 904 VIRGINIA AVENUE COLUMBIA MO 652111230 NONE PUBLIC EDUCATIONAL PROGRAMS 14000 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL 103 SOUTH BUILDING CB 9100 CHAPEL HILL NC 27599 NONE PUBLIC EDUCATIONAL PROGRAMS 5000 UNIVERSITY OF NEBRASKA - OMAHA 6001 DODGE STREET OMAHA NE 681820210 NONE PUBLIC EDUCATIONAL PROGRAMS 10000 UNIVERSITY OF NEVADA RENO FOUNDATION 1664 N VIRGINIA STREET RENO NV 895570208 NONE PUBLIC EDUCATIONAL PROGRAMS 8000 UNIVERSITY OF NOTRE DAME 400 MAIN BUILDING NOTRE DAME IN 46556 NONE PUBLIC EDUCATIONAL PROGRAMS 9650 UNIVERSITY OF OKLAHOMA 729 ELM AVENUE NORMAN OK 730190390 NONE PUBLIC EDUCATIONAL PROGRAMS 3000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 NONE PUBLIC EDUCATIONAL PROGRAMS 9317 UNIVERSITY OF SOUTH FLORIDA FOUNDATION 4202 E FOWLER AVENUE ALC100 TAMPA FL 33620 NONE PUBLIC EDUCATIONAL PROGRAMS 5000 UNIVERSITY OF TEXAS AT EL PASO 500 W UNIVERSITY DRIVE EDINBURG TX 79968 NONE PUBLIC EDUCATIONAL PROGRAMS 11475 UNIVERSITY OF TEXAS PAN AMERICAN FOUNDATION 1201 W UNIVERSITY DRIVE EDINBURG TX 785392909 NONE PUBLIC EDUCATIONAL PROGRAMS 18300 UNIVERSITY OF WASHINGTON BOX 353330 SEATTLE WA 981953530 NONE PUBLIC EDUCATIONAL PROGRAMS 7000 UNIVERSITY OF WEST FLORIDA FOUNDATION INC 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 NONE PUBLIC EDUCATIONAL PROGRAMS 7500 UNIVERSITY OF WISCONSIN EAU CLAIRE 105 GARFIELD AVE EAU CLAIRE WI 547024004 NONE PUBLIC EDUCATIONAL PROGRAMS 8500 UNIVERSITY OF WISCONSIN MADISON 500 LINCOLN DRIVE MADISON WI 53706 NONE PUBLIC EDUCATIONAL PROGRAMS 5400 UNIVERSITY OF RICHMOND 28 WESTHAMPTON WAY RICHMOND VA 23173 NONE PUBLIC EDUCATIONAL PROGRAMS 11675 UNIVERSITY OF SOUTH ALABAMA 307 UNIVERSITY BLVD N MOBILE AL 36688 NONE PUBLIC EDUCATIONAL PROGRAMS 9851 UTAH STATE UNIVERSITY 1400 OLD MAIN HI LOGAN UT 843221400 NONE PUBLIC EDUCATIONAL PROGRAMS 170000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTON SALEM NC 27106 NONE PUBLIC EDUCATIONAL PROGRAMS 6810 WESLEYAN 4760 FORSYTH ROAD MACON GA 31210 NONE PUBLIC EDUCATIONAL PROGRAMS 9000 WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 265071650 NONE PUBLIC EDUCATIONAL PROGRAMS 272100 WESTERN KENTUCKY UNIVERSITY FOUNDATION 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 WHITMAN COLLEGE 345 BOYER AVENUE WALLA WALLA WA 99362 NONE PUBLIC EDUCATIONAL PROGRAMS 6000 WINSTON-SALEM STATE UNIVERSITY 601 MARTIN LUTHER KING DRIVE WINSTON SALEM NC 27110 NONE PUBLIC EDUCATIONAL PROGRAMS 8500 WMU FOUNDATION 1903 W MICHIGAN AVENUE KALAMAZOO MI 490085403 NONE PUBLIC EDUCATIONAL PROGRAMS 14090 YESHIVA UNIVERSITY 500 WEST 185TH STREET NEW YORK NY 10033 NONE PUBLIC EDUCATIONAL PROGRAMS 20000 GREATER WICHITA YMCA 3330 N WOODLAWN WICHITA KS 672202202 NONE PUBLIC GENERAL OPERATING SUPPORT 5000 11192922 FLORIDA STATE UNIVERSITY 211 WESTCOTT BUILDING TALLAHASSEE FL 323061470 NONE PUBLIC EDUCATIONAL PROGRAMS 1043000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE FAIRFAX VA 22030 NONE PUBLIC EDUCATIONAL PROGRAMS 350500 SUFFOLK UNIVERSITY 8 ASHBURTON PLACE BOSTON MA 02108 NONE PUBLIC EDUCATIONAL PROGRAMS 75839 UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVE PO BOX 210109 TUSCON AZ 857210109 NONE PUBLIC EDUCATIONAL PROGRAMS 600000 UTAH STATE UNIVERSITY UTAH STATE UNIVERSITY LOGAN UT 84322 NONE PUBLIC EDUCATIONAL PROGRAMS 250000 WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 265071650 NONE PUBLIC EDUCATIONAL PROGRAMS 200000 CLEMSON UNIVERSITY 165 SIRRIE HALL BOX 341301 CLEMSON SC 296341301 NONE PUBLIC EDUCATIONAL PROGRAMS 500000 3019339 14 327064 14 3811180 18 1628844 18 4490637 10257725 10257725 false false false false false false false false false false X X 1 CHARLES G KOCH 4111 E 37TH STREET N WICHITA KS 67220 42034259 X ACCOUNTING FEES 149650 201480 INVESTMENT ACCTG SERVICES FEES 36727 36727 0 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 5 10670 JACK MILLER CENTER 111 PRESIDENTIAL BOULEVARD SUITE 1 PHILADELPHIA PA 19004 2010-06-04 250000 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 145000 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 25000 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 9300 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. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 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 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 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 SERVICES 7301 7876 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 - LAND RENT 540 OTHER INCOME - INVESTMENTS 1628304 1628304 PROFESSIONAL CONSULTING FEES 86581 103082 INVESTMENT MANAGEMENT FEES 53156 53156 0 LAND MAINTENANCE FEES 1494 1494 0 WEBSITE FEES 72113 72113 KAP 593673 578141 CORPORATE FILING FEES 363 410 OTHER PROFESSIONAL FEES 100591 100841 RECRUITING FEES 12537 12537 TEMPORARY HELP 31910 31910 ADVERTISING FEES 2797 2797 SPEAKER FEES 10500 10500 ON-LINE SERVICE FEES 4871 4871 EQUIPMENT/MAINTENANCE 18719 20240 FEDERAL EXCISE TAX 203316 0 REAL ESTATE TAXES 78 78 0 VA BUSINESS PROPERTY TAX 24194 24194