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I As
Filed Data -
DLN:934913190134511
OMB
Form990-PF
or Section
',!;!
4947(a)(1)
Nonexempt
Charitable
Treated as a Private Foundation
Trust
1545-0052
2010
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements
Department
of the Treasury
No
InternalRevenueService
For calendar
G Check
all that
year
2010,
or tax year
r
r
apply
beginning
r
r
In1t1al return
A mended return
Name of foundation
CHARLESG KOCH CHARITABLEFOUNDATION
01-01-2010
In1t1al return
Address
, and ending
of a former
public
change
charity
Name
12-31-2010
Final
return
change
A Employer identification
number
48-0918408
Number and street (or PO box number 1f mail 1snot delivered to street address)
PO BOX 2256
Room/suite
(316) 828-8286
H Check
type
Section
P"Section
oforgan1zat1on
4947(a)(1)
nonexempt
I Fair market
l:F.Till
;
:r;
~
Ci::
,fl
!::
J Accounting
at end
of Revenue
and Expenses
Interest
D1v1dends
Sa
Gross
Net rental
income
from sale
be on cash basis.)
( d) D1sbursements
for charitable
purposes
( cash basis only)
42,034,259
cash
investments
327,064
327,064
3,811, 180
3,811, 180
of assets
(from
capital
4,490,637
not on line 10
27,655,247
Part IV,
4,490,637
line 2)
gain
mod 1f1cat1ons
Less
Cost
Gross
profit
Other
income
of goods
Total.
13
Compensation
14
Other
15
Pension
1 through
fees
b
c
Other
11
trustees,
(attach
professional
fees
',!;!
',!;!
',!;!
schedule).
(attach
1,628,304
10,257,185
benefits
schedule).
fees
1,628,844
52,291,984
etc
and wages
employee
(attach
',!;!
directors,
salaries
plans,
schedule)
schedule)
of officers,
employee
Accounting
(attach
(attach
Add lines
.1
sold
or (loss)
12
>
P"Accrual
from securities.
Legal
foundation
''
'
'
'
or (loss)
Net short-term
16a
Cash
rents
Income
Li.J
$
and temporary
and interest
)(
on savings
Capital
private
(The
foundation
taxable
Other (specify)
(Part I, column (d) must
6a
private
method
11
Other
10a
,fl
exempt
trust
b
$
Analysis
501(c)(3)
charitable
schedule)
4, 198,421
4, 198,421
766,257
766,257
7,301
7,876
186,377
36, 727
201,480
989,305
54,650
937,442
227,588
78
24,194
p
,:::;
17
Interest
t.-:
18
19
Deprec1at1on
20
Occupancy
857,921
857,921
Travel,
515, 711
517,853
95,271
95,271
157, 513
157, 754
:.....
i::
E
-::::::
...:r
-:::::: 21
!::
,:::;
22
Printing
-..,
.!::'
,:::;
23
Other
:.....
t
0
24
(attach
conferences,
schedule)
and depletion
and meetings.
and publ1cat1ons
expenses
Total operating
(attach
gifts,
grants
8,323,471
Contributions,
26
27
Subtract
line 26 from
Excess of revenue
Net investment
Adjusted
91,455
7, 764,469
91,455
18,860,977
10,123,369
paid.
Add Imes 24 and 25
18,446,840
and disbursements
33,845,144
11,096,508
line 12
over expenses
321,806
expenses.
23
25
',!;!
schedule)
and administrative
A d d I Ines 1 3 through
',!;!
',!;!
Reduction
enter
enter
10,165, 730
-0-)
-0-)
Cat
No
11289X
Form
990-PF
(2010)
Form 990-PF
l:F.TilllBalance
Sheets
1
2
Savings
Less
Less
cash
receivable
allowance
Pledges
1,840
and temporary
Accounts
Beginning of year
(a) Book Value
Cash-non-interest-bearing.
Page 2
End of year
(b) Book Value
(c) Fair Market Value
(2010)
77,842
100,254,578
investments
77,842
112, 157,459
223,531
....
for doubtful
accounts
....
accounts
....
121, 788
223,531
223,531
90,349
68,384
68,384
3,377,694
3,377,694
6,530,000
allowance
Grants
Receivables
for doubtful
receivable
due from officers,
d1squal1f1ed persons
directors,
(attach
trustees,
schedule)
and other
1nstruct1ons).
7
'-""
m
8
'-""
'-""
notes
and loans
Less
allowance
Inventories
10a
Investments-Li
-e
accounts
S and state
....
....
charges
government
obl1gat1ons
Investments-corporate
stock
(attach
schedule)
Investments-corporate
bonds
(attach
schedule).
Investments-land,
buildings,
Less
deprec1at1on
accumulated
Investments-mortgage
13
Investments-other
14
Land, buildings,
(attach
(attach
and equipment
15
Other
assets
16
Grants
Deferred
20
basis
schedule)
3,377,694
....
....
(attach
97,034,968
1,324,022
1, 724,542
....
.... 682,038
schedule)
....
1,042,504
1,042,504
234,857,654
242,332,070
)
by all filers-see
the
202,205,239
payable
19
basis
deprec1at1on
(describe
18
schedule)
schedule)
accumulated
Accounts
and equipment
(attach
loans
Less
.3
schedule)
12
17
4'
for doubtful
(attach
1nstruct1ons
,fl
receivable
11
Other
and accrued
120,059
29,937
4, 137,478
3,034,871
4,257,537
3,064,808
expenses
payable
revenue
,:::; 21
Mortgages
.::i
22
Other
23
Total liabilities
directors,
and other
notes
l1ab1l1t1es (describe
Foundations
(add lines
that
and complete
follow
trustees,
payable
and other
(attach
d1squal1f1ed persons
schedule)
....
17 through
22)
lines 24 through
....
P'
,fl
4' 24
u
Unrestricted
,:::; 25
Temporarily
,:::;
Permanently
restricted
Foundations
that
::::!
u..
and complete
lines 27 through
27
Capital
trust
28
Pa1d-1n or capital
ca 26
!:::
:.....
0
,fl
4)
,fl
,fl
ci
restricted
stock,
do not follow
principal,
surplus,
or current
or land, bldg,
29
Retained
30
4)
earnings,
....
31.
accumulated
income,
funds
and equipment
endowment,
31
Total liabilities
Analysis
or other
Total
net assets
with end-of-year
Enter
amount
balances
increases
Other
Add lines
Decreases
Total
202,205,239
234,857,654
(see page 17 of
or fund balances
figure
231, 792,846
funds
of Changes
197,947, 702
fund
fflOI
231, 792,846
'
1nstruct1ons).
197,947, 702
reported
at beg1nn1ng of year-Part
on prior year's
II,
column
agree
return)
net assets
197,947,702
33,845,144
1, 2, and 3
not included
or fund balances
231,792,846
line 5)-Part
II,
column
231,792,846
Form
990-PF
(2010)
Form 990-PF
(2010)
.:r.........
Page
Capital
brick
EATON
la
VANCE
ABSOLUTE
ZAZOVE
LOAN
RETURN
OPPORTUNITIES
CREDIT
ASSOCIATES,
Income
(c) Date acquired
(mo,
day, yr)
FUND
PORTFOLIO
d
e
(e) Gross
sales
Deprec1at1on allowed
(or allowable)
(f)
price
21,529,573
4,117
,480
2,008,195
20,160,556
1,369,017
1,181,085
2,936,395
1,822,970
185,225
d
e
Complete
showing
gain 1n column
(i) F M V as of 12/31/69
on 12/31/69
1,369,017
2,936,395
185,225
c
d
e
Capital
Net short-term
or (net capital
gain or (loss)
as defined
..
rnn
Quahf1cat1on
Under Section
(For optional
use by domestic
private
If section
4940(d)(2)
applies,
amount
subJect
1222(5)
}
}
4,490,637
and (6)
4940(a)
Income
income)
part blank
1n each column
(a)
(b)
1n sections
4940(e)
foundations
leave this
loss)
before
making
P-
Yes
No
any entries
(d)
(c)
Net value of nonchantable-use assets
D1stnbut1onratio
(col ( b) d 1v1dedby col (c))
2009
19,551,962
155,141,798
0 126026
2008
15 ,4 76 ,965
170,704,588
0 090665
2007
10,080,287
127,673,989
0 078953
2006
8,276,208
76,656,070
0 107965
2005
4,646,986
4 7 ,843,504
0 097129
0 5007 38
0 100148
203,468,683
Multiply
20,376,982
Enter
Add lines
(d).
of noncharitable-use
assets
for 2010
line 4 by line 3.
1% of net investment
income
(1%
5 and 6.
from Part XII,
line 4.
101,657
line lb,
and complete
20,478,639
18,901,264
See
990-PF
(2010)
Form 990-PF
(2010)
Page
:r.,..,.,,. Excise
la
Income
(Section
or determ1nat1on
4940(a),
letter
(attach
4940(b),
4940(e),
or 4948
copy of letter
if necessary-see
Domestic
All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
here,...
foundations
,and
that
enter
Add lines
Credits/Payments
estimated
tax payments
foreign
and 2009
organ1zat1ons-tax
w1thhold1ng
Total
credits
Enter
any penalty
for extension
erroneously
and payments
credited
of estimated
tax
Check
or intervene
Did 1t spend
of lines
or d1stnbuted
D 1d the foundation
attempt
during
by the foundation
on foundation
,... $ ---------
managers
Was there
engaged
descnpt1on
or other
have unrelated
By state
Refunded,...
11
state,
or local
leg1slat1on
leg1slat1on
that conflict
4955)
during
not previously
business
required
gross
d1ssolut1on,
during
been reported
to the IRS?
instrument,
income
of $1,000
or more during
instrument,
the foundation
or substantial
the governing
1n the governing
10
reports
the year?.
contraction
during
No
No
4a
No
as required
as a private
year 2010
No
the year?
4 941
through
instrument
so that
no mandatory
d1rect1ons
instrument?
or with which
T.
1t 1s registered
1s "Yes"to
cla1m1ng status
No
4b
If the answer
for calendar
le
articles
year?.
,..._D_C~,_K_S~,_V_A
________________________________________
Is the foundation
No
or
amends
law remain
1nstruct1ons)
or 4942(J)(5)
lb
(or designate)
No
tax imposed
Sa
to which
la
the year
,... $ _______
reported
that effectively
imposed
managers
on Form990-Tforth1s
1n the governing
No
(see page 19 of
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col (c), and Part XV
General
Yes
or did
44 ,8 34
10
(section
,...
s1m1lar instruments?
a l1qu1dat1on, term1nat1on,
overpaid.
of the act1v1t1es.
8
9
the amount
or 1nd1rectly)
(2) 0 n foundation
If"Yes,"has
1s attached
year?.
of 1ncorporat1on,
owed
44,834
descnpt1on
in connection
for this
,... $
4a
1f Form 2220
any national,
directly
5 and 8, enter
to influence
amount
for def1n1t1on)?
248,149
Activities
45 ,000
the 1nstruct1ons
203,315
203,149
6c
here
11
1t part1c1pate
6d
-0-.
6d.
203,315
6b
6a through
Regarding
enter
6a
withheld.
for underpayment
Statements
to 2010
at source
oft1me
Add lines
of lines
overpayment
withheld
Overpayment.
During
10
Part VII-A
203,315
income. Subtract
Exempt
la
2010
Backup
1n Part V, check
1 and 2.
requirements
4940(e)
furnished
by General
operating
or the taxable
Yes
Yes
Sb
Yes
foundation
to the Attorney
of section
(see 1nstruct1ons
4942(J)(3)
on
Part XIV
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule /Jstmg their names and addresses
10
Form
990-PF
No
No
(2010)
Part VII-A
11
Statements
Atanyt1m
e during
of section
meaning
12
13
14
15
D 1d the fo undat1on
address
The books
If"Yes,"
directly
attach
acquire
a direct
comply
entity
w1th1n the
requirements
insurance
contract
returns
before
and exemption
494 7(a)(1)
nonexempt
the amount
At any time
during
calendar
trusts
interest
year 2010,
or other
ReqardinQ
(2) Borrow
money
from,
country?
1n or a signature
or other
(6) Agree
1fthe foundation
agreed
extend
credit
after term1nat1on
If any answer
section
them from)
relying
on a current
engage
Taxes
on failure
operating
If "Yes,"
Yes
20 __
20 __
If"Yes,"d1d
at any time
of the 10-,
if the foundation
20 __
disaster
of assets)
4942(a)(2)
,
(does
No
I
F
F
Yes
No
Yes
F
I
I
Yes
No
Yes
No
Yes
No
No
available
"No"
).
assistance
assistance
described
1n Regulations
described
1n la,
not apply
lb
No
le
No
here.
other
for years
than excepted
acts,
the foundation
was a private
or 4942(J)(5))
have any undistributed
income
(lines
6d
2010?.
20 __
to the year's
Yes
No
20 __
1s not applying
the foundation
during
1t have excess
by the Comm1ss1oner
4a
4942(J)(3)
1n 2a forwh1ch
20 __
Yes
undistributed
statement-see
the prov1s1ons
income?
of section
(If applying
4942(a)(2)
section
4942(a)(2)
listed
2b
here
20
hold more than a 2 % d I rect or ind I rect I nte rest In any bus 1nes s
or d1squal1f1ed persons
the lapse
Check
w1th1n 90 days
disaster
4942)
beg1nn1ng before
20 __
1n section
valuation
answer
regarding
(section
No
1t from)
fall to qualify
regarding
of section
D 1d the foundation
enterprise
listed,
If the prov1s1ons
t,,
3a
t,,
listed
to incorrect
to all years
the first
any years
notice
income
defined
Are there
(relating
before
notice
the
to distribute
foundation
1f term1nat1ng
or 1n a current
enter
No
Mav Be Required
to or to employ
service,
to la(l)-(6),
53 4941(d)-3
O rgan1zat1ons
of government
1s "Yes"
over
applies.
to (or accept
off1c1al? (Exception.
to a government
to make a grant
828-8286
15
1 If "Yes",
to a d1squal1f1ed person
or property
Yes
16
to pay money
13
or ind I rectly)
to, or otherwise
or assets
No
------------
any income
no t,,(316)
authority
(4) Pay c ompe ns at1on to, or pay or re I mburs e the ex pens es of, a d 1squa I 1f1ed person?
(5) Transfer
No
12
t,,67220
...
a d1squal1f1ed person?.
11
here
the year.
lend money
during
(e 1the r d 1rectly
have an interest
1n a foreign
( 1) Engage
or accrued
f1nanc1al account
Statements
appl1cat1on?
Telephone
received
17, 2008?
ZIP+4
charitable
of tax-exempt
August
ORG
Section
During
own a controlled
1n any applicable
1nspect1on
t,,WWWCGKFOUNDATION
a bank, securities,
la
or 1nd1rectly,
schedule
or 1nd1rect interest
Part VII
(continued)
Activities
Located
and enter
16
512(b)(13)?
Website
Regarding
after
holdings
4943(c)(7))
or 2 0-yea r first
charitable
that
as a result
to dispose
phase
holdings
purpose
during
1n 2010
of(l)
under section
15-,
the year?.
business
of holdings
period
acquired
Yes
No
by the foundation
(or longer
period
approved
by gift or bequest,
or (3)
in 2010.).
3b
1n a manner
any purchase
from Jeopardy
its charitable
December
before
the first
31, 1969)
4a
purposes?
No
its
4b
990-PF
No
(2010)
Part VII-B
Sa
During
Statements
(1) Carry
on propaganda,
(2) Influence
If any answer
Regulations
section
O rgan1zat1ons
tax because
53 4945
relying
If the answer
5a(1)-(5),
notice
during
on a personal
or other
required
of cruelty
notice
during
etc,
4955),
organ1zat1on
section
Yes
disaster
assistance
check
No
p- No
1n
here.
Sb
No
6b
No
.Jrr-'
from the
P- Yes I
No
53.4945-S(d).
to pay
I
directly
'
Yes
described
contract?.
p- No
p- No
Yes
respons1b1l1ty
I
I
p- No
or
assistance
exemption
Yes
P- Yes
or animals?.
fall to qualify
claim
described
sc1ent1f1c, literary,
to children
regarding
by Regulations
(continued)
or to carry
disaster
4945(e))?
s1m1lar purposes?
4940(d)(2)?
regarding
5a(4),
1t ma1nta1ned expenditure
premiums
or 1n a current
1s "Yes" to question
D 1d the foundation,
(see section
on a current
(section
drive?.
study,
1s "Yes"to
leg1slat1on
purposes,
May Be Required
to
election
reg1strat1on
a grant to an organ1zat1on
educational
any voter
509(a)(1),
to influence
or 1nd1rectly,
(4) Provide
(5) Provide
6a
attempt
(3) Provide
1n section
Activities
or otherwise
the outcome
on, directly
Regarding
or 1nd1rectly,
on a personal
benefit
Yes
f7 No
contract?.
7a
receive
any proceeds
Information
About Officers,
and Contractors
l:ffil9111
1
directors,
trustees,
foundation
employees
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
RYAN STOWERS
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
ARIANNE
MASSEY
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
CHRIS
CARDIFF
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
DAN JORJANI
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
Total number
Trustees,
attributable
transaction?
to the transaction?
Foundation
Managers,
Yes
f7 No
7b
Data Table
LOGAN
Directors,
of other employees
(other
to
(d) Contributions
employee benefit
plans and deferred
compensation
165,000
3,410
1,440
155,000
9,683
1,440
PGM DIRECTOR
TALENT
40 0
137,500
3,424
1,440
PGM OFF40 0
130,000
9,683
1,440
127,045
8,876
1,440
PGROFFICER
RESEARCH
40 0
paid over $50,000.
MBM
NS
(c) Compensation
,,..
15
Form
990-PF
(2010)
Form 990-PF
(2010)
I Vi il'I ! I W
3
Five highest-paid
independent
Total number
of others
iihilf!#.;I
contractors
of each person
Directors,
for professional
Trustees,
Foundation
for professional
of Direct Charitable
Managers,
Summary
(c) Compensation
....
services.
Activities
List the foundation's four largest direct charitable act1v1t1esduring the tax year Include relevant stat1st1calinformation such as the number of
organizations and other benef1c1ariesserved, conferences convened, research papers produced, etc
1KOCH
ASSOCIATES
2KOCH
INTERNSHIP
Page
Information
About Officers,
and Contractors
(continued)
PROGRAM
PROGRAM
SEE GENERAL
SEE GENERAL
EXPLANATION
EXPLANATION
Expenses
ATTACHMENT
2,541,122
ATTACHMENT
641,323
~1ilia
.... :
Summary
of Proqram-Related
Investments
Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2
A mount
A II other
program-related
investments
1 through
3.
.... I
0
Form
990-PF
(2010)
Form 990-PF
liifli!i
1
(2010)
Page
Minimum Investment
Return (All domestic foundations
see paqe 24 of the instructions.)
Fair market
value
of assets
1n carrying
etc,
purposes
a
Average
monthly
Average
of monthly
fair market
value
Fair market
value
Reduction
claimed
for blockage
le
detailed
explanation).
(attach
Acqu1s1t1on
Subtract
Cash deemed
of securities.
cash balances.
of all other
la,
assets
or other factors
reported
on lines
I le I
applicable
to line 1 assets.
Minimum
investment
act1v1t1es
Enter
1 1/2%
Subtract
assets.
Enter
return.
ofl1ne
3 (for greater
amount,
see page 25
5% of line 5.
Tax on investment
income
Income
203,468,683
10,173,434
amount
Recoveries
of amounts
Add lines
Deduction
Distributable
for 2010
I 2a I
I 2b I
line 5.
203,315
before adJustments
treated
Subtract
as qual1fy1ng d1stribut1ons.
from distributable
amount
as adJusted
amount
Subtract
Qualifying
Distributions
Program-related
contributions,
gifts,
paid to acquire
A mounts
expenses)
etc -total
investments-total
assets
to accomplish
charitable,
etc,
9,970,119
la
18,860,977
purposes
lb
1n carrying
out charitable,
etc,
purposes.
40 ,287
A mounts
(prior
Su1tab1l1ty test
Cash d1stribut1on
Qualifying
Foundations
Adjusted
income
Expenses,
9,970,119
line 1.
A mounts
203,315
9,970,119
3 and 4.
10,173,434
2c
Distributable
return
3,098,508
Distributable
Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating
foundations and certain fore1qn orqarnzat1ons check here,...
and do not complete this part.)
M1n1mum investment
206,567,191
l:ffll30
2
3
2a
6,530,000
206,567,191
la and
92,225,411
ld
of the 1nstruct1ons).
l:ff.lS:a
107,811,780
lb
le
b, and c).
indebtedness
la
IRS approval
test
(attach
distributions.
Enter
that qualify
proJects
the required
Add lines
that satisfy
the
required).
schedule).
la through
under section
4940(e)
3b
Enter
line 4
distributions.
Subtract
3b
18,901,264
qualifying
3a
(b), 1n subsequent
18,901,264
years
when calculating
whether
the foundation
Form
qual1f1es for
990-PF
(2010)
Undistributed
Part XIII
Income
Distributable
Undistributed
income,
1fany,
Enter
for 2009
only.
Total
Excess
amount
amount
2007
9,970,119
2006
From 2005.
1f any, to 2010
2,267,221
From 2006.
4,479, 130
From 2007.
3, 779,603
From 2008.
7,054,261
From 2009.
11,912,574
Total of lines
(d)
2010
carryover,
3a through
(c)
2009
2008
d1stribut1ons
(b)
prior to 2009
for 2010
Years
29,492, 789
e.
XII, line 4
..... $
18,901,264
a A ppl1ed to 2009,
b A ppl1ed to undistributed
(Election
required-see
line 2a
c Treated as d1stribut1ons
out of corpus (Election
required-see
page 26 of the 1nstruct1ons).
d Applied
to 2010
distributable
distributed
e Rema1n1ng amount
Excess
d1stribut1ons
9,970,119
amount.
8,931,145
out of corpus
carryover
applied
to 2010
a Corpus
Add lines
of each column as
3f, 4c, and 4e
income
Subtract
line 5
38,423,934
Subtract
Undistributed
income for 2010
lines 4d and 5 from line 1 This
1n 2011
be distributed
Subtract
amount must
9
10
a
Excess d1stribut1ons
carryover
from 2005 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
Excess distributions
carryover to 2011.
lines 7 and 8 from line 6a.
Subtract
A nalys1s
2,267,221
36,156,713
of line 9
E x c es s from 2 0 0 6
4,479, 130
3, 779,603
E x c es s from 2 0 0 7
E x c es s from 2 0 0 8
7,054,261
E x c es s from 2 0 0 9
11,912,574
E x c es s from 2 0 1 0
8,931,145
Form
990-PF
(2010)
Foundations
Part XIV
la
b Check
2a
the organ1zat1on
85%
Q ual1fy1ng d1stribut1ons
made directly
for active conduct of exempt act1v1t1es
Subtract
line 2d from line 2c
a e 27 of the instructions
ofl1ne
IS a private
operating
uest1on 9
operating
...-~-----------------
foundation
described
Tax year
In section
4942(J)(3)
or
P ri or 3 ye a rs
(a) 2010
(b) 2009
4942(J)(5)
(e) Total
(c) 2008
(d) 2007
2a.
Complete
3a, b, or c for the
alternative
test relied upon
a
"Assets"
alternative
test-enter
(1)
Value
(2)
of all assets
"Endowment"
alternative
testenter 2/3
of m1n1mum investment
return shown 1n
Part X, line 6 for each year listed.
"Support"
alternative
test-enter
(1)
(2)
Support from
and 5 or more
organ1zat1ons
section 4942
(3)
(4)
Gross
I :r.Tili
'.t'
1
see
If the foundation
has received a ruling or determ1nat1on letter that 1t 1s a private
foundation,
and the ruling 1s effective for 2010, enter the date of the ruling.
general public
exempt
as provided 1n
(J)(3 )(8)(111).
investment
income
Supplementary
Information
(Complete
assets at any time during the year-see
had $5,000
or more in
Information
CHARLES
contributions
received by the foundation
(See section 507 (d)(2))
G KOCH
b List any managers of the foundation who own 10% or more of the stock of a corporation
(or an equally
ownership of a partnership
or other entity) ofwh1ch the foundation
has a 10% or greater interest
large portion
of the
NONE
2
Information
Regarding
Contribution,
etc., Programs:
1fthe foundation
only makes contributions
to preselected
charitable
organ1zat1ons and does not accept
Check here ...
unsol1c1ted requests for funds If the foundation
makes gifts, grants, etc (see page 28 of the 1nstruct1ons) to 1nd1v1duals or organ1zat1ons
items 2a, b, c, and d
under other cond1t1ons, complete
and telephone
number
of the person
to whom appl1cat1ons
should
be addressed
should
be submitted
and 1nformat1on
and materials
they should
include
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
c Any subm1ss1on
deadlines
NONE
d Any restrictions
facto rs
or l1m1tat1ons on awards,
such as by geographical
areas,
charitable
fields,
kinds
of 1nst1tut1ons,
or other
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
Form
990-PF
(2010)
Form 990-PF
(2010)
Page
ffii:W Supplementary
3 Grants
Information
(continued)
and Contributions
Paid During the Year or Approved
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
a
Paid dunng
(home
or business)
Purpose of grant
contribution
or
A mount
Data Table
.....3a
Total.
for future
See Add1t1onal
Total.
Foundation
stat us of
rec1p1ent
Payment
the year
See Add1t1onal
b Approved
for Future
11
11,192,922
payment
Data Table
.....3b
3,019,339
Form
990-PF
(2010)
Part XVI-A
Enter
gross
Analysis
am ounts
1 Program
of Income-Producing
unless
ser vice
otherwise
1nd1cated
Activities
Unrelated
(a)
Business
revenue
business
income
(b)
code
(c)
A mount
(e)
Related or exempt
function income
(See page 28 of
the 1nstruct1ons
)
Exclusion
code
(d)
A mount
a
b
c
d
e
f
g Fees and contracts
2 Members
from government
agencies
14
327,064
14
3,811, 180
f1na nc ed property.
7 Other1nves
tment
9 Net income
10 Gross
or (loss)
prof1 tor
11 Otherreven
b ___
c ___
d ___
e ___
12 Subtotal
13
income.
(loss)
ue
from special
from sales
..
Line No.
1,628,844
18
4,490,637
events
of inventory.
A dd columns
10,257, 725
Part XVI-B
18
Relationshi
of Activities
. 13 _________
to the Aecom
1_0~,_2_5_7~,7_2_5
calculations
lishment
of Exem
1s reported 1n column
purposes
(other than
t Pur oses
Form
990-PF
(2010)
Form 990-PF
(2010)
l:hii!WI
1
13
Page
Information
Regarding Transfers To and Transactions
Noncharitable
Exempt Organizations
and Relationships
With
Did the organization directly or indirectly engage in any of the following with any other organ1zat1ondescribed in section
Yes
No
SOl(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers
foundation
to a noncharitable
exempt
organ1zat1on
of
(1)
Cash.
1a(1)
No
(2)
0 ther assets.
1a(2)
No
b Other
transactions
1b(1)
No
1b(2)
No
1b(3)
No
1b(4)
No
lb(S)
No
1b(6)
No
le
No
(1)
Sales
(2)
Purchases
(3)
Rental
(4)
Reimbursement
(5)
Loans
of assets
offac1l1t1es,
exempt
from a noncharitable
equipment,
or other
organ1zat1on.
exempt
organ1zat1on.
assets.
arrangements.
or loan guarantees.
(6) Performance
c Sharing
to a noncharitable
of assets
of services
offac1l1t1es,
or membership
equipment,
or fundra1s1ng
ma1l1ng lists,
other
sol1c1tat1ons.
assets,
or paid employees.
d If the answer to any of the above 1s "Yes," complete the following schedule
Column (b) should always show the fair market value
of the goods, other assets, or services
given by the reporting
foundation
If the foundation
received
less than fair market value
show 1n column (d) the value of the goods, other assets, or services
received
1n any transaction
or sharing arrangement,
(a) Line No
2a Is the foundation
described
b If"Yes,"
d 1rectly
1n section
complete
or ind I rectly
501(c)
the following
than section
501(c)(3))
or 1n section
orga n1zat1ons
i 2011-11-15
******
of officer
or trustee
Date
:::c
c
::r.:,
v.i
schedules
and statements,
and to
(other than taxpayer
or f1duc1ary) 1s
******
Title
Date
-:l)
ii)
'":..-
>,
-fC
.::.:,i::o
i::f:::.
t ,t,
o.:i
P re pa re r' s
Signature
Firm's
name
MITCHELL
1fself-
employed
K CADDELL
BKD LLP
1551
address
PTIN
Check
,j)
Firm's
Yes
schedule
Signature
.I
5277.
N WATERFRONT
WICHITA,
KS
~r
Firm's
EIN~
Phone
no
672066601
(316)
Form
265-2811
990-PF
(2010)
lefile
I As
Filed Data -
DLN:934913190134511
Schedule B
Schedule of Contributors
OMB No 1545-0047
2010
Name of organization
Employer
Organization
number
I48-0918408
Filers of:
Form 990 or 990-EZ
Form990-PF
identification
Section:
r
r
r
501(c)(
P" 501(c)(3)
r
r
For a section 501 ( c )(3) organ1zat1onfiling Form 990 or 990-EZ, that met the 33 113%support test of the regulations
under sections 509( a)( 1) and 170( b )( 1)(A)(v1), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on ( 1)Form 990, Part V Ill, line 1h, or ( 11)Form 990-EZ, line 1 Complete Parts I and II
For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exc/us,vely for religious, charitable,
sc1ent1f1c,literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and
Ill
For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exc/us,vely for religious, charitable, etc , purposes, but these contributions did
not aggregate to more than $1,000 If this box 1schecked, enter here the total contributions that were received during
the year for an exc/us,vely religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organ1zat1onbecause 1treceived nonexclus1vely religious, charitable, etc , contributions of $5,000 or more
during the year . . . . . . . . . . . . . . . . . . . . . . . . . ,... $
Caution. An Organ1zat1onthat 1s not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but 1tmust answer" No" on Part IV, line 2 of its Form 990, or check the box on lin Hof its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that 1tdoes not meet the filing requirements of Schedule B ( Form 990,
990-EZ, or 990-PF)
For Paperwork Reduction Pct Notice,
for Form 990, 990-EZ, or 990-PF
Cat
No 30613X
Schedule
Name of organization
Employer
identification
number
@ii
Contributors
(a)
No.
( see Instructions)
(b)
Name, address, and ZIP+ 4
Aggregate
(c)
contributions
-- 1
CHARLES
4111
E 37TH
WICHITA,
(a)
No.
G KOCH
KS
STREET
42,034,259
Person
Payroll
Noncash
r
r
67220
(b)
Name, address, and ZIP+ 4
(d)
Type of contribution
Aggregate
(c)
contributions
--
(d)
Type of contribution
Person
Payroll
Noncash
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
Aggregate
(c)
contributions
--
(d)
Type of contribution
Person
Payroll
Noncash
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
Aggregate
(c)
contributions
--
(d)
Type of contribution
Person
Payroll
Noncash
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
Aggregate
(c)
contributions
--
(d)
Type of contribution
Person
Payroll
Noncash
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
Aggregate
(c)
contributions
--
(d)
Type of contribution
Person
Payroll
Noncash
r
r
r
Schedule
Page _1_
Name of organization
Employer
of _1_
identification
of Part II
number
48-0918408
@iii
(a) No.
from
Part I
Noncas h Property
( see Instructions)
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
Schedule
Page _1_
Name of organization
Employer
identification
of _1_
of Part Ill
number
48-0918408
(b)
Purpose of gift
(c)
Use of gift
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
(a) No.
from
Part I
name, address,
and ZIP+ 4
(b)
Purpose of gift
Relationship
(c)
Use of gift
of transferor
to transferee
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
(a) No.
from
Part I
name, address,
and ZIP+ 4
(b)
Purpose of gift
Relationship
(c)
Use of gift
of transferor
to transferee
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
(a) No.
from
Part I
name, address,
and ZIP+ 4
(b)
Purpose of gift
Relationship
(c)
Use of gift
of transferor
to transferee
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
name, address,
and ZIP+ 4
Relationship
of transferor
Schedule
to transferee
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
ACTON INSTITUTE
161 OTTAWA AVENUE NW
SUITE 301
G RA N D RA P IDS, M I 49503
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
25 ,000
ALEXANDER
21WESTPARK
CLINTON,NY
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
14,160
ALMA COLLEGE
614WSUPERIORST
ALMA,MI
48801
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
AMERICAN
COUNCIL
OF TRUSTEES
AND ALUMNI
17 26 M STREET NW
WASHINGTON,DC
200364525
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
5,000
AMERICAN
SPECTATOR
FOUNDATION
1611 NORTH KENT ST
SUITE 901
ARLINGTON,VA
22201
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
10 ,000
AMERICAN
UNIVERSITY
4400 MASSACHUSETTS
AVENUE
NW
WASHINGTON,DC
200168130
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
AN DREW COLLEGE
501 COLLEGE STREET
CUTHBERT,GA
39840
NONE
PUBLIC
EDUCATIONAL
PROGRAM
ASSOCIATION
OF PRIVATE
ENTERPRISE
EDUATIO N
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
NONE
PUBLIC
EDUCATIONAL
PROGAMS
AZUSA PACIFIC
UNIVERSITY
PO BOX 7000
901 E ALOSTA AVE
AZUSA,CA
917027000
NONE
PUBLIC
EDUCATIONAL
PROGAMS
22,000
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
Total.
HAMILTON
INSTITUTE
13323
......3a
7 ,17 5
10 ,000
2,500
150,000
7 ,000
11,192,922
Form 990PF
Paid dunng
(home or
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
BELOIT COLLEGE
700 COLLEGE STREET
BELO IT, WI 53511
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
32,000
BERRY COLLEGE
PO BOX 495024
MOUNT BERRY,GA
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
9,600
BETHEL COLLEGE
1001 W MCKINLEY
AVENUE
MESHAWAKA,IN
46545
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
8,505
BILLO FRIGHTS
INSTITUTE
200 N GLEBE ROAD
SUITE 200
ARLINGTON,VA
22203
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
BROWN UNIVERSITY
POBOX1844
PROVIDENCE,
RI 02912
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
1,000
CAMPBELL
UNIVERSITY
PO BOX 1145
BUI ES CREEK, NC 27506
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
13,600
CAPITAL
RESEARCH CENTER
1513 16TH ST NW
WASHINGTON,DC
200361480
NONE
PUBLIC
GENERAL
SUPPORT
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
CHRISTOPHER
NEWPORT UNIV
EDUCATION
FOUNDATION
1 UNIVERSAL
PLACE
NEWPORT NEWS,VA
23606
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
Total.
301495024
OPERATING
......3a
300,000
7 ,550
116,978
20 ,000
250,000
6,000
11,192,922
Form 990PF
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
Rec1p1ent
Name and address
a
Paid dunng
and Contributions
(home or business)
for Future
Purpose of grant or
contribution
Payment
A mount
the year
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
5,97 2
COLLEGE OF CHARLESTON
FOUNDATION
66 GEORGE STREET
CHARLESTON,SC
29424
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
29,919
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
15 ,310
C O LL E G E O F WI L LI A M & M A RY
PO BOX8795
WI L LI A M BU R G , V A 231878795
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
4,800
CO LO RA DO COLLEGE
14 E CACHE LA POU DRE ST
COLORADO
SPRINGS,CO
80903
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
9,000
CRITICAL
REVIEW FOUNDATION
PO BOX 869
HELOTES, TX 78023
NONE
PUBLIC
GENERAL
SUPPORT
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,250
DONORS TRUST
109 NORTH HENRY ST
ALEX AND RA I, 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
SUPPORT
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
CALIFORNIA
STATE UNIVERSITY
EAST BAY
25800 CARLOS BEE BLVD
HAYWARD,CA
94542
Total.
OPERATING
OPERATING
......3a
8,000
17 5,000
36 ,246
350,544
11,192,922
Form 990PF
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
FOUNDATION
FOR ECONOMIC
EDU CATION
30 S BROADWAY
IRVINGTONONHUDSON,NY
10533
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,000
FRASER INSTITUTE
1770 BURRARD ST 4TH FLOOR
VANCOUVER,BRITISH
COLUMBIA
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS
GEORGE WASHINGTON
UNIVERSITY
805 21ST STREET NW
WASHINGTON,DC
20052
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
15 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
15 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
32,214
HAMPDEN-SYDNEY
COLLEGE
1 COLLEGE ROAD
HAMPDEN SYDNEY,VA
23943
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
16 ,000
HANOVER
COLLEGE
POBOX108
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 ECO LLEGE STREET
HILLSDALE,MI
49242
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
26 ,000
INDIANA
UNIVERSITY
107 S INDIANA
AVENUE
BLOOMINGTON,IN
474057000
NONE
PUBLIC
REFUND OF UNUSED
FROM 2009 GRANT
INSTITUTE
FOR HUMANE
3301 N FAIRFAX DR
SUITE 440
ARLINGTON,VA
22201
NONE
PUBLIC
GENERAL
SUPPORT
150,000
CA
Total.
CORP
STUDIES
FUNDS
OPERATING
......3a
6,500
3,667,144
-2 ,4 0 0
2,159,500
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
NONE
PRIVATE
EDUCATIONAL
PROGRAMS
JACKSONVILLE
STATE
UNIVERSITY
FOUNDATION
700 PELHAM ROAD NORTH
JACKSONVILLE,AL
36265
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
6,000
JAMES MADISON
PO BOX 37460
TALLAHASSEE,FL
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,500
JAMES MADISON
UNIVERSITY
FOUNDATION
800 SOUTH MAIN STREET
HARRISONBURG,VA
22807
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,500
LAKELAND
POBOX359
S H E BO Y GA N , WI
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
5,000
LOYOLA UNIVERSITY
CHICAGO
1032 W SHERIDAN
RD
CHICAGO,
IL 60660
NONE
PUBLIC
REFUND OF UNUSED
FROM 2009 GRANT
LOYOLA UNIVERSITY
NEW
ORLEANS
6363 ST CHARLES AVENUE
NEWORLEANS,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
NONE
PRIVATE
GENERAL
SUPPORT
MERCER UNIVERSITY
1400 COLEMAN
AVENUE
MACON,GA
31207
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10,500
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
15,340
UNIVERSITY
OF MICHIGAN
503 THOMPSON
STREET
ANN ARBOR,MI
48109
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
11,6 0 7
MICHIGAN
STATE UNIVERSITY
304 SOUTH CASE HALL
EAST LANSING,MI
48825
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,6 50
INSTITUTE
32303
12,705
530820359
LIN DENWOOD
209 W KINGSHIGHWAY
SAINT CHARLES,MO
63301
METROPOLITAN
STATE
DENVER FOUNDATION
1512 LARIMER STREET
SUITE 900
DENVER, CO 802178424
Total.
250,000
COLLEGE
FUNDS
OPERATING
......3a
-1,316
145,000
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
MIDWESTERN
STATE UNIVERSITY
FOUNDATION
3 4 1 0 TA FT BL V D
WICHITA
FALLS, TX 76308
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
5,800
MILLIGAN
COLLEGE
PO BOX 500
MILLIGAN
COLLEGE,TN
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
3,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
45 ,480
MONTANA
STATE UNIVERSITY
3070 LIN FIELD 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
RESEARCH
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,000
NATIONAL
UNIVERSITY
11255 NORTH TORREY
LA JOLLA,CA
92037
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10,500
NETWORK OF ENLIGHTENED
WOMEN
1210 MASSACHUSETTS
AVE NW
WASHINGTON,DC
20005
NONE
PUBLIC
GENERAL
SUPPORT
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,000
NORTH CAROLINA
STATE
UNIVERSITY
CAMPUS BOX 7001
RA LEIGH, 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
CAMPUS
1114WFM
1382
CEDAR HILL, TX 751041204
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
8,000
37682
MASSACHUSETTS
INSTITUTE
TECHNOLOGY
77 MASSACHUSETTS
AVENUE
CAM BRIDGE, MA 021394301
Total.
PINES
OF
FOR
9,300
RD
-TEXAS
OPERATING
......3a
2,500
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
NORTHWOOD
UNIVERSITY
4000 WHITING
DRIVE
MIDLAND,
MI 48640
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NOVIM GROUP
2831 GARBER ST
BERKELEY, CA 94705
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
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
SUPPORT
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
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
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
28,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
1,500
Total.
OPERATING
......3a
40 ,000
150,000
25 ,000
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
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
855 SHERBROOKE
ST W
MONTREAL,QUEBEC
QC HCA2T7
CA
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
6,000
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
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
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
16,500
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
9,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10,131
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
3,800
SMITHSONIAN
INSTITUTE
AST RO PHYSICAL
OBSERVATORY
60 GARDEN STREET
CAM BRIDGE, MA 021381516
NONE
PU BLC
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
FOUNDATION
720 4TH AVENUE
SAINT CLOUD,MN
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
5,500
Total.
48710
12866
UNIVERSITY
SOUTH
563014498
......3a
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
the year
STJOHN
FISH ER 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 ROMO DA DRIVE
CANTON,NY
13617
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,000
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
POBOX17321
ARLINGTON,VA
22216
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
20 ,000
SUFFOLK UNIVERSITY
8 ASHBURTON
PL
BOSTON,MA
021082770
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,500
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
80 ,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,000
TRINITY
COLLEGE
300 SUMMIT
STREET
HARTFORD,CT
061063100
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
11,0 5 3
TROY UNIVERSITY
FOUNDATION
INC
216 ADAMS ADMINISTRATION
BLDG
TROY,AL
36082
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
UB FOUNDATION
SERVICES
216 ADAMS ADMINISTRATION
BLDG
TROY,AL
36082
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 ,960
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
8,000
ST VINCENT
300 FRASOR PURCHASE
LAT RO BE, PA 15650
ROAD
NW
INC
UNIVERSITY
OF ALABAMA
HUNTSVILLE
320 SPARKMAN
DRIVE NSSTC
4040
HUNTSVILLE,AL
35805
Total.
209,697
......3a
240,000
11,192,922
Form 990PF
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
Rec1p1ent
Name and address
business)
a
Paid dunng
and Contributions
(home or
for Future
Purpose of grant or
contribution
Payment
A mount
the year
UNIVERSITY
OF ALASKA
FAIRBANKS
PO BOX 7 55000
FAIRBANKS,
AK 9977 55000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
11,500
UNIVERSITY
FOUNDATION
1111 NORTH
TUSCON,AZ
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
512,445
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
6,855
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
UCRBOX4986
CONWAY,AR
720354986
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
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
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
10 ,3 7 5
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
31,0 5 5
UNIVERSITY
OF MAINE - MACHIAS
NINE OBRIEN AVENUE
MACHIAS,ME
046541321
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
6,000
OF ARIZONA
CHERRY
85719
AVENUE
UNIVERSITY
OF ARKANSAS
LITTLE ROCK
2801 SOUTH UNIVERSITY
AVE
LITTLE ROCK,AR
722041099
UNIVERSITY
OF CALIFORNIA
DAVIS
ONE SHIELDS AVENUE
DAVIS,CA
95616
UNIVERSITY
OF ILLINOIS
SPRINGFIELD
ONE UNIVERSITY
PLAZA
SPRINGFIELD,
IL 62703
Total.
......3a
5,17 5
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
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
11,4 7 5
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
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
11,6 7 5
Total.
EAU
......3a
11,192,922
Form 990PF
Paid dunng
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
the year
UNIVERSITY
OF SOUTH ALABAMA
307 UNIVERSITY
BLVD N
MOBILE,AL
36688
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
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
27 2,100
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
6,000
WHITMAN
COLLEGE
345 BOYER AVENUE
WALLA WALLA, WA 99362
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
6,000
WI N ST O N - SA LE M ST A T E
UNIVERSITY
601 MARTIN LUTHER KING DRIVE
WI N ST O N SA LE M , N C 27110
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
8,500
WMU FOUNDATION
1903 W MICHIGAN
AVENUE
KA LAM A ZOO, MI 490085403
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
14 ,090
YESHIVA
UNIVERSITY
500 WEST 185TH STREET
NEWYORK,NY
10033
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
20 ,000
GREATER WICHITA
YMCA
3330 N WOODLAWN
WICHITA,
KS 672202202
NONE
PUBLIC
GENERAL
SUPPORT
Total.
9,851
170,000
OPERATING
......3a
5,000
11,192,922
Form 990PF
b Approved
for future
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
or substantial
contributor
Approved
Foundation
stat us of
rec1p1ent
for Future
Payment
Purpose of grant or
contribution
A mount
payment
FLORIDA
STATE UNIVERSITY211
WESTCOTT
BUILDING
TALLAHASSEE,FL
323061470
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
1,043,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
350,500
SUFFOLK UNIVERSITY8
ASHBURTON
PLACE
BOSTON,MA
02108
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
7 5 ,8 39
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
600,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
250,000
WEST VIRGINIA
UNIVERSITY
FOUNDATIONONE
WATERFRONT
PLACE
7TH FLOOR
MORGANTOWN,WV
265071650
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
200,000
CLEMSON
UNIVERSITY165
HA LL
BOX 341301
CLEMSON,SC
296341301
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
500,000
UNIVERSITY
OF ARIZONA
FOUNDATION1111
N CHERRY
PO BOX 210109
TUSCON,AZ
857210109
Total.
AVE
SIRRIE
......3b
3,019,339
lefile
GRAPHIC
I As Filed
DLN:934913190134511
Data -
ACCOUNTING
FEES
INVESTMENT
ACCTG
SERVICES
FEES
48-0918408
Amount
Net Investment
Income
149,650
36,727
Adjusted Net
Income
Disbursements for
Charitable
Purposes
201,480
36,727
lefile
GRAPHIC print
Note: To capture
- DO NOT PROCESS
the full
content
TY 2010 Depreciation
I As
Filed
of this document,
Data -
please
select
DLN:93491319013451
landscape
mode
(11"
x 8.5")
when
printing.
Schedule
Name:
EIN: 48-0918408
TY 2010
Depreciation
Description
Property
of
Schedule
Date
Acquired
Cost or Other
Basis
Prior Years'
Depreciation
Computation
Method
Life(#
Current Year's
Depreciation
Expense
Rate/
of years)
OFFICE EQUIPMENT
2010-01-01
366,620
94,736
SL
73,364
OFFICE EQUIPMENT
2010-01-01
46,659
3,806
SL
3,806
OFFICE FURNITURE
2010-01-01
270,325
43,423
SL
33,835
UNIMPROVED LAND
1988-05-13
3,377,694
LEASEHOLDIMPROVE
2010-01-01
1,000,652
OFFICE EQUIPMENT
40,286
L
218,268
SL
SL
200, 130
5
10,670
Net Investment
Income
Adjusted
Net
Income
Cost of Goods
Sold Not
Included
lefile
Note: To capture
I As
Filed Data -
of this document,
please
I
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DLN:93491319013451
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EIN: 48-0918408
Grantee's
Name
Grantee's
Address
Grant Date
Grant
Amount
Grant Purpose
Amount
Expended By
Grantee
Any
Diversion By
Grantee?
Dates of Reports By
Grantee
Date of
Verification
Results of Verification
JACK MILLER
CENTER
111 PRESIDENTIAL
BOULEVARD SUITE 1
PHILADELPHIA, PA
19004
2010-06-04
250,000
250,000
NO
11/08/2010
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES
MARKET-BASED
MANAGEMENT
INSTITUTE
2010-07-26
145,000
GENERAL OPERATING
SUPPORT
145,000
NO
10/27/2011
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES
THE PHILLIPS
FOUNDATION
ONE MASSACHUSSETS
AVENUE NW SUITE
WASHINGTON, DC
20001
2010-05-26
25,000
SUPPORT FELLOWSHIP
PROGRAM
8,650
NO
12/22/2010
FULL
REPORT OF ALL GRANT
EXPENDITURES
MOREHEAD STATE
UNNERSITY
2010-11-30
9,300
RESEARCH FELLOWSHIP
1, 750
NO
11/02/2011
FULL
REPORT OF ALL GRANT
EXPENDITURES
lefile
GRAPHIC
I As Filed
DLN:934913190134511
Data -
EIN: 48-0918408
Identifier
SUMMARY OF
DIRECT
CHARITABLE
ACTIVITIES
Return
Reference
Explanation
FORM 990KOCH ASSOCIATES PROGRAM During 2010 the Charles G Koch Charitable Foundation sponsored rrore than
PF, PART IX- 145 1nd1v1duals
to part1c1pate1nthe Koch Associate Program 27 Washington, DC area charitable organ1zat1ons
A
and 23 charitable organ1zat1ons outside of Washington, DC were partners 1nthe program The Koch
Associate Program was established to 1dent1fypotential future leaders and entrepreneurs interested 1nliberty
and help them develop the know ledge, skills, and experience necessary for careers 1nthe nonprofit sector,
1nclud1ngcareers w 1thmarket-oriented think tanks, policy 1nst1tutes,and other educational 1nst1tut1onsFor rrore
1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at www cgkfoundat1on org KOCH
INTERNSHIPPROGRAM During 2010 the Charles G Koch Charitable Foundation sponsored rrore than 67
1nd1v1duals
to part1c1pate1nthe 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 1nresearch and educational act1v1t1esw h1le
learning and applying Market-Based Management For rrore 1nformat1onon this program, please v1s1tthe
Foundation's w ebs1te at www cgkfoundat1on org
lefile
GRAPHIC
TY 2010 Investments
I As Filed
DLN:934913190134511
Data -
- Other Schedule
Name:
FOUNDATION
EIN: 48-0918408
Category/
Item
Listed at Cost or
FMV
Book Value
6,873,232
7,454,202
FMV
53,295
322,199
FMV
52,714
99,039
FMV
5,000,000
5,060,205
FMV
10,000,000
11,260,169
MPAM FUND
FMV
35,000,000
35,277,446
FMV
9,860,928
10,000,000
PIMCO FUND
FMV
26,345,344
27,675,757
FMV
24,750,000
25,083,333
OTHER INVESTMENTS
FMV
ZAZOVE FUND
FMV
lefile
GRAPHIC
- DO NOT PROCESS
I As
Filed
DLN:934913190134511
Data -
EIN: 48-0918408
Category
/ Item
Cost/ Other
Basis
Accumulated
Depreciation
Book Value
OFFICE EQUIPMENT
366,620
168,100
198,520
OFFICE EQUIPMENT
46,659
7,612
39,047
OFFICE FURNITURE
270,325
77,258
193,067
1,000,652
418,398
582,254
40,286
10,670
29,616
LEASEHOLD IMPROVE
OFFICE EQUIPMENT
lefile
GRAPHIC
- DO NOT PROCESS
I As
Filed
DLN:934913190134511
Data -
LEGAL
SERVICES
48-0918408
Amount
Net Investment
Income
7,301
Adjusted Net
Income
Disbursements
Charitable
Purposes
for
7 ,876
lefile
GRAPHIC
I As Filed
DLN:934913190134511
Data -
EIN: 48-0918408
Description
Net Investment
Income
Adjusted
Net Income
Disbursements for
Charitable Purposes
52,8 50
52,8 50
9,659
9,659
2,764
2,764
SUPPLIES
47,196
47,196
TELEPHONE
28,215
28,4 56
IN SU RANCE
POSTAGE
& DELIVERY
BANK FEES
MEMBERSHIP
&DUES
AWARDS/INCENTIVES
MISCELLANEOUS
6,498
6,498
10 ,266
10 ,266
65
65
lefile
GRAPHIC
- DO NOT PROCESS
I As
Filed
DLN:934913190134511
Data -
Schedule
Name:
EIN: 48-0918408
Description
Revenue And
Expenses Per Books
Net Investment
Income
540
1,628,304
1,628,304
Adjusted
Net Income
lefile
GRAPHIC
I As Filed
DLN:934913190134511
Data -
PROFESSIONAL
FEES
LAND
MANAGEMENT
MAINTENANCE
WEBSITE
FEES
FEES
KAP
CORPORATE
OTHER
FILING
48-0918408
Amount
CONSULTING
INVESTMENT
FEES
FEES
PROFESSIONAL
FEES
Net Investment
Income
86,581
Adjusted Net
Income
Disbursements for
Charitable
Purposes
103,082
53,156
53,156
1,494
1,494
72,113
72,113
593,673
578,141
363
410
100,591
100,841
RECRUITING
FEES
12,537
12,537
TEMPORARY
HELP
31,910
31,910
2,797
2,797
10,500
10,500
4,871
4,871
18,719
20 ,240
ADVERTISING
FEES
SPEAKER
FEES
ON-LINE
SERVICE
EQUIPMENT/MA
FEES
INT EN AN CE
lefile
GRAPHIC
I As Filed
DLN:934913190134511
Data -
FEDERAL
EXCISE
TAXES
VA BUSINESS
PROPERTY
48-0918408
Amount
Net Investment
Income
Adjusted Net
Income
Disbursements for
Charitable
Purposes
203,316
TAX
REAL ESTATE
0
78
TAX
24 ,194
78
0
24 ,194
Additional Data
Software
Software
ID:
Version:
EIN:
Name:
and address
(b) Title,
hours
devoted
CHARLESCHASE KOCH
PO BOX 2256
WICHITA,
KS
DIRECTOR
DIRECTOR
DIRECTOR/
CHAIRMAN
TREASURER
RD SUITE
ASSISTANT
SECRETARY
1 0
SECRETARY
RD SUITE
1 0
22201
VICE
RD SUITE
PRESIDENT
1 0
22201
PRESIDENT/DIRECTOR
N COURTHOUSE
ARLINGTON,VA
22201
RICHARD H FINK
1515
200
672012256
N COURTHOUSE
ARLINGTON,VA
1 0
KEVIN L GENTRY
1515
200
1 0
672012256
N COURTHOUSE
ARLINGTON,VA
(d) Contributions
to
employee
benefit
plans
and deferred
compensation
(c) Compensation
672012256
BRIAN MENKES
1515
200
and their
1 0
N COURTHOUSE
ARLINGTON,VA
managers
672012256
JOY RAUM
1515
200
foundation
1 0
VONDA HOLLJMAN
PO BOX 2256
WICHITA,
KS
trustees,
672012256
CHARLESG KOCH
PO BOX 2256
WICHITA,
KS
1 0
ELJZABETHB KOCH
PO BOX 2256
WICHITA,
KS
and average
per week
to pos1t1on
DIRECTOR
ELJZABETHROBINSON KOCH
PO BOX 2256
WICHITA,
KS
directors,
48-0918408
22201
RD SUITE
1 0