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CHARLES KOCH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHARLES KOCH FOUNDATION (EIN 48-0918408)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349109022
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T16:36:49-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11551 N WATERFRONT PKWY STE 300AddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP672066601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN480918408EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles Koch FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KARA HARTNETTInCareOfNm
Business Name ControlCHARBusinessNameControlTxt
Phone5712906811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11320 N Courthouse Rd Suite 400AddressLine1Txt
CityArlingtonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARA HARTNETTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7038751600PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARAPersonFirstNm
Person LastHARTNETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNELL LINOTPreparerPersonNm
PTINP01663908PTIN
Phone3162652811PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$813,753,220FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$52,318,418ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15,072,765InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,072,765InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$0DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,682,280DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,988,304GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,988,304CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,330,373OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25,445,808OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$68,721,556TotalRevAndExpnssAmt
Total Net Invst Incm$116,189,157TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$579,873CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$579,873CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,264,947OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$4,286,234OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$276,317PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$153,140PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$394LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$394LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$76,576AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,892AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$91,297AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$359,184OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$114,556OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$425,250OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$0InterestRevAndExpnssAmt
Interest Net Invst Incm$8,493,813InterestNetInvstIncmAmt
Taxes Rev And Expnss$3,741,805TaxesRevAndExpnssAmt
Taxes Net Invst Incm$167,378TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$395,739TaxesDsbrsChrtblAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$354,407TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$339,815TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,292PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$3,292PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$111,703OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,182,772OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$112,690OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,768,498TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,965,411TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,387,724TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,802,357ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,988,357ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,570,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,965,411TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$99,376,081TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,849,299ExcessRevenueOverExpensesAmt
Net Investment Income$85,223,746NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,437CashBOYAmt
Cash EOY$48,605CashEOYAmt
Cash EOYFMV$48,605CashEOYFMVAmt
Sav And Temp Cash Invst BOY$86,050,333SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$91,610,651SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$91,610,651SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$492AcctRcvblAmt
Acct Rcvbl BOY$77,022AcctRcvblBOYAmt
Acct Rcvbl EOY$492AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$492AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$552,306PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,957,256PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,957,256PrepaidExpensesEOYFMVAmt
Invst Land Cost Or Other Basis$1,450,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$355,213LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,450,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,450,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$374,996,813OtherInvestmentsBOYAmt
Other Investments EOY$717,686,216OtherInvestmentsEOYAmt
Other Investments EOYFMV$717,686,216OtherInvestmentsEOYFMVAmt
Total Assets BOY$462,090,124TotalAssetsBOYAmt
Total Assets EOY$813,753,220TotalAssetsEOYAmt
Total Assets EOYFMV$813,753,220TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,426,696AccountsPayableBOYAmt
Accounts Payable EOY$1,486,037AccountsPayableEOYAmt
Grants Payable BOY$4,686,000GrantsPayableBOYAmt
Grants Payable EOY$5,500,000GrantsPayableEOYAmt
Total Liabilities BOY$6,112,696TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,986,037TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$455,977,428NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$806,767,183NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$455,977,428TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$806,767,183TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$462,090,124TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$813,753,220TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$455,977,428TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,849,299ExcessRevenueOverExpensesAmt
Other Increases$385,639,054OtherIncreasesAmt
Subtotal$806,767,183SubtotalAmt
Tot Net Ast Or Fund Balances EOY$806,767,183TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$60,988,304CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,184,610InvestmentIncomeExciseTaxAmt
Subtotal$1,184,610SubtotalAmt
Tax Based On Investment Income$1,184,610TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,000,000TotalPaymentsAndCreditsAmt
Overpayment$2,815,390OverpaymentAmt
Applied To ES Tax$815,390AppliedToESTaxAmt
Refund$2,000,000RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.CHARLESKOCHFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KARA HARTNETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5712906811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11320 N COURTHOUSE RD STE 300AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES CHASE KOCH
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201DIRECTOR/VICE CHAIRMAN1.0$0$0$0
ELIZABETH B KOCH
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201DIRECTOR1.0$0$0$0
CHARLES G KOCH
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201DIRECTOR/CHAIRMAN1.0$0$0$0
BRIAN MENKES
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201SECRETARY1.0$0$0$0
DALE GIBBENS
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201DIRECTOR1.0$0$0$0
RYAN STOWERS
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201EXECUTIVE DIRECTOR50.0$367,889$46,310$0
KARA HARTNETT
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201Treasurer1.0$0$0$0
DAVE ROBERTSON
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201DIRECTOR1.0$0$0$0
BRIAN HOOKS
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201DIRECTOR1.0$0$0$0
JONATHAN FRANKLIN
1320 N COURTHOUES RD SUITE 400ARLINGTONVA22201COO50.0$211,984$34,865$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CHARLES RUGER
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201VP, PHILANTHROPY50.0$218,776$6,419$0
BRETT HINKEY
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201SR. PROGRAM OFFICER50.0$237,589$42,443$0
STEPHEN SWEET
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201PROGRAM OFFICER50.0$182,766$38,761$0
BRENNAN BROWN
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201DIRECTOR, HIGHER ED.50.0$212,052$42,214$0
KENNETH KNUEVEN
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201SR. PROGRAM OFFICER50.0$198,911$36,066$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k35OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
1888 MANAGEMENT LLC
PO BOX 5004WICHITAKS672015004INVESTMENT MGMT SVCS$55,870
PRAIRIE CAPITAL MANAGEMENT LLC
4900 MAIN ST SUITE 700KANSAS CITYMO64112INVESTMENT MGMT SVCS$87,220
BKD LLP
1201 WALNUT ST STE 1700KANSAS CITYMO641062246TAX RETURN PREP SVCS$76,576
COMMON GROUP LLC
1853 WEBSTER STSAN FRANCISCOCA94115RESEARCH SERVICES$164,800
GSV SUMMIT LLC
875 N MICHIGAN AVENUE SUITE 3520CHICAGOIL60611RESEARCH SERVICES$55,000
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,213,062AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$613,795,272FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$682,008,334TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$682,008,334AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,230,125CashDeemedCharitableAmt
Net Vl Noncharitable Assets$671,778,209NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,588,910MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,588,910MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,184,610TaxBasedOnInvestmentIncomeAmt
Total Tax$1,184,610TotalTaxAmt
Distributable Before Adj$32,404,300DistributableBeforeAdjAmt
Recoveries Qualfied Distri$229,508RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,633,808DistributableBeforeDedAmt
Distributable As Adjusted$32,633,808DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,376,081ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$99,376,081QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,633,808DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,983,034ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,499,087ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$91,068,230ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$112,313,380ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$76,520,082ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$393,383,813TotalExcessDistributionCyovAmt
Qualifying Distributions$99,376,081QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$32,633,808AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,742,273RemainingDistriFromCorpusAmt
Total Corpus$460,126,086TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$52,318,418CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$407,807,668ExcessDistriCyovToNextYrAmt
Excess From Year4$61,163,703ExcessFromYear4Amt
Excess From Year3$91,068,230ExcessFromYear3Amt
Excess From Year2$112,313,380ExcessFromYear2Amt
Excess From Year1$76,520,082ExcessFromYear1Amt
Excess From Current Year$66,742,273ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES G KOCHContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES KOCH FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11320 N COURTHOUSE RD SUITE 400AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5712906811RecipientPhoneNum
Form And Info And MaterialsORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN THIS ATTACHMENT 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 NFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE CHARLES KOCH FOUNDATION SUPPORTS STUDENTS AND SCHOLARS PURSING RESEARCH AND EXPANDING EDUCATIONAL PROGRAMS THAT HELP PEOPLE REACH THEIR FULL POTENTIONAL THROUGH WORK ON POVERTY, IMMIGRATION, CRIMINAL JUSTICE REFORM, FREE EXPRESSION, AND OTHER CRITICAL ISSUES. THE FOUNDATION GENERALLY SUPPORTS ONLY INTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIES AND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITED STATES. GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLY NOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BE CONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUAL GRANT PROGRAM. THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOR OVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILAR INSTITUTIONS. OVERHEAD INCLUDES, BUT IS NOT LIMITED TO, INSUFFICIENTLY SPECIFIED AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (357 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdCityRecipientForeignAddress/CityNm
Padla
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Hispanic Scholarship Fund
1411 W 190th Street Suite 700GardenaCA90248NONEPCGeneral operating support$250,000
Southwest Baptist University
1600 University AveBolivarMO65613NONEPCGeneral operating support$11,000
Calvo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Horton
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Selander
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Tufts University
Trustees of Tuft College Eaton HalMedfordMA02155NONEPCGeneral operating support$428,596
Robinson
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Zou
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Winston-Salem State University
601 Martin Luther King Jr DrWinston SalemNC27110NONEGOVGeneral operating support$650,000
Ortiz-Blanes
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$16,000
Western Kentucky University
1906 College Heights BlvdBowling GreenKY42101NONEPCGeneral operating support$5,000
Gullett
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
St John's University
8000 Utopia PkwyQueensNY11439NONEPCGeneral operating support$79,500
Shuman
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,000
Western Governors University
4001 South 700 EastSalt Lake CityUT84107NONESO IGeneral operating support$1,191,150
Cheney
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$11,000
New Civil Liberties Alliance
1225 19th Street NW Suite 450WashingtonDC20036NONEPCEducational Programs$15,418
Wake Forest University
1834 Wake Forest RoadWinston SalemNC27106NONEPCGeneral operating support$44,548
Galindo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
George Mason University Foundation
4400 University Dr MS 1A3FairfaxVA220304444NONEPCGeneral operating support$14,880,000
Clark
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Johnson
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$20,807
University of Texas - Austin
1 University StaAustinTX78712NONEGOVGeneral operating support$1,000,000
Latzer
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Clemson University
201 Sikes HallClemsonSC296341301NONEGOVGeneral operating support$345,000
DeMelis
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Western Resources Legal Center
5100 SW Macadam Avenue Suite 340PortlandOR97239NONEPCGeneral operating support$444,000
Porter
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
La Sierra University
4500 Riverwalk PkwyRiversideCA92515NONEPCGeneral operating support$19,000
Mann
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Regents University of California Los Angeles
10920 WILTSHIRE BLVD STE 620Los AngelesCA90024NONEPCGeneral operating support$5,000
Russo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Mina
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$9,500
Vogt
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$37,000
Narrative 4 Inc
45 West 73rd Street Suite 5New YorkNY10023NONEPCEducational Programs$16,308
Kudisch
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$17,236
Turner
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$13,600
Carnegie Endowment for International Peace
1779 Massachusetts Ave NWWashingtonDC20036NONEPCEducational Programs$8,967
Texas Southern University Foundation
3100 CLEBURNE STREETHOUSTONTX77004NONEPCGeneral operating support$522,750
Vachaparambil
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Zouantcha
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Western Michigan University
1903 W Michigan AveKalamazooMI490085330NONEPCGeneral operating support$107,056
Manhattan Institute for Policy Research
52 Vanderbilt Avenue 3rd FloorNew YorkNY10017NONEPCEducational Programs$1,106
Mueller
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$15,400
College of Charleston Foundation
66 George StreetCharlestonSC29424NONEPCGeneral operating support$21,300
Schneider
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Burmeister
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of Alabama
TuscaloosaTuscaloosaAL35487NONEPCGeneral operating support$22,000
Buechler
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Florida State University Foundation
2010 Levy Avenue PO Box 3062739TallahasseeFL323062739NONEPCGeneral operating support$612,600
Santiago
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Lehrer-Small
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$27,400
Hallum
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$14,000
Gunter
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$17,992
Regent University
1000 Regent University DrVirginia BeachVA234649800NONEPCGeneral operating support$10,000
University of Utah
390 S 1530 E Room 502Salt Lake CityUT84112NONEPCGeneral operating support$1,721,107
Baylor University
1 Bear PlWacoTX76798NONEPCGeneral operating support$495,250
Harvard University
President and Fellows of Harvard CoCambridgeMA021383001NONEPCGeneral operating support$1,538,366
Kabambi
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,019
Southern Methodist University
6425 Boaz LnDallasTX75205NONEPCGeneral operating support$642,599
Rochester Institute of Technology
One Lomb Memorial DriveRochesterNY14623NONEPCGeneral operating support$99,095
The Phoenix
2239 Champa StreetDenverCO80205NONEPCEducational Programs$458
Scalzo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
UNC School of Government Foundation
CB 3330 KNAPP-SANDERS BUILDINGChapel HillNC27599NONEPCGeneral operating support$538,000
American Council of Trustees and Alumni
1726 M Street NW Suite 802WashingtonDC200364525NONEPCEducational Programs$4,769
Antose
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Creighton University
2500 California PlzOmahaNE68178NONEPCGeneral operating support$192,600
Sherman
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$20,806
University of Rochester
317 Lattimore Hall po Box 270401RochesterNY146270401NONEPCGeneral operating support$22,600
Wang
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
The Heritage Foundation
214 Massachusetts Avenue NEWashingtonDC20002NONEPCEducational Programs$15,244
Florida State University
600 W College AvenueTallahasseeFL32306NONEPCGeneral operating support$40,000
University of North Carolina - Chapel Hill
University of North Carolina at ChaChapel HillNC27599NONEPCGeneral operating support$1,767,851
St Anselm College
100 Saint Anselm DrManchesterNH03102NONEPCGeneral operating support$143,673
Davis
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$4,400
Mena
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$17,200
Rice University
PO Box 1892 Ctr Ms-521HoustonTX772511892NONEPCGeneral operating support$602,000
Grove City College
100 Campus DrGrove CityPA16127NONEPCGeneral operating support$49,500
Mina
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$9,500
Samford University
800 Lakeshore DrBirminghamAL35229NONEPCGeneral operating support$20,000
University of Nevada Las Vegas Foundation
4505 S Maryland Pkwy Box 451006Las VegasNV891541006NONEPCGeneral operating support$69,700
New York University
19 W 4th StNew YorkNY10012NONEPCGeneral operating support$3,735,281
Pucciarelli
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
SkillUp Coalition
548 Market StSan FranciscoCA94104NONEPCEducational Programs$5,000
National Right to Work Legal Defense and Education
8001 Braddock Road Suite 600SpringfieldVA22150NONEPCEducational Programs$12,875
Florida Atlantic University Foundation
777 Glades RdBoca RatonFL33431NONEPCGeneral operating support$26,000
Hart
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Pacific Research Institute
One Embarcadero Center Suite 350San FranciscoCA94111NONEPCEducational Programs$3,500
University of Southern California
3670 Trousdale Parkway Ste 308 BrgLos AngelesCA900890071NONEPCGeneral operating support$2,107,425
Piatt
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Lam
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$18,232
Cairn University
200 Manor AvenueLanghornePA19047NONEPCGeneral operating support$60,000
Castillo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Claremont Graduate University
150 E 10th StClaremontCA91711NONEPCGeneral operating support$680,751
Subramanian
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Patel
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of Maryland College Park Foundation
403 CALVERT ROADCOLLEGE PARKMD20740NONEPCGeneral operating support$533,000
University of Colorado - Boulder
1406 Caria DrBoulderCO803041521NONEPCGeneral operating support$649,318
Emergent Order Foundation Inc
4450 Frontier TrailAustinTX78745NONEPCEducational Programs$17,000
Zhuang
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Chisenhall
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,006
BRG Institute
2200 Powell Street Suite 1200EmeryvilleCA94608NONEPCGeneral operating support$475,000
Metropolitan State University of Denver Foundation
1512 Larimer Street Suite 900 CamDenverCO80217NONEPCGeneral operating support$10,000
Peloton U
500 East St Johns Ave Suite 146AustinTX78752NONEPCGeneral operating support$200,000
University of Kansas
110 Burge Union 1601 Irving Hill RdLawrenceKS66045NONEPCGeneral operating support$80,000
Virginia Tech Foundation
University Gateway Center 902 PRICEBLACKSBURGVA24601NONEPCGeneral operating support$259,604
Hawaii Pacific University
1132 Bishop St Ste 502WaipahuHI96813NONEPCGeneral operating support$150,000
Bill of Rights Institute
1310 North Courthouse Road Suite 6ArlingtonVA22201NONEPCGeneral operating support$200,000
Roanoke College
221 College LnSalemVA24153NONEPCGeneral operating support$16,000
Baron
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Prude
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,000
Tynan
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
To The Village Square Inc
PO Box 10352TallahasseeFL323022352NONEPCEducational Programs$11,692
Coastal Education Foundation
PO Box 261954ConwaySC29528NONEPCGeneral operating support$14,640
Texas A&M Foundation
241 Wisenbaker Engineering ResearchCollege StationTX778433126NONEPCGeneral operating support$1,539,492
University of Texas - Dallas
Mail Station SM31RichardsonTX75083NONEGOVGeneral operating support$100,000
Iowa State University Foundation
2229 Lincoln WayAmesIA500147164NONEPCGeneral operating support$571,608
Curriki
20660 Stevens Creek Boulevard/332CupertinoCA95014NONEPCGeneral operating support$200,000
Lewin
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$16,000
National Association of Criminal Defense Lawyers
1660 L Street NW 12th FloorWashingtonDC20036NONENCEducational Programs$12,078
Castillo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$37,000
George Fox University
414 N Meridian StNewbergOR971322697NONEPCGeneral operating support$40,110
Colorado State University
Fort CollinsFort CollinsCO80523NONEGOVGeneral operating support$55,200
Society for Human Resource Management Foundation
1800 Duke StAlexandriaVA22314NONEPCGeneral operating support$200,000
American Council on Education
PO Box 418762BostonMA02241NONEPCGeneral operating support$407,671
American Institute for Economic Research
250 Division StreetGreat BarringtonMA01230NONEPCEducational Programs$4,077
Ross
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of New Haven
300 Orange AveWest HavenCT065161916NONEPCGeneral operating support$25,000
Hampden-Sydney College
1 College RoadHampden SydneyVA23943NONEPCGeneral operating support$23,000
Institute for Security and Technology Inc
5800 Harbord DriveOaklandCA94611NONEPCEducational Programs$5,754
Smith
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$15,712
Malone University
2600 Cleveland Ave NWCantonOH44709NONEPCGeneral operating support$14,665
Mamone
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,000
Boston University
Trustees of Boston University 765BostonMA02215NONEPCGeneral operating support$28,000
Ferris State University
420 OAK ST 257Big RapidsMI49307NONEPCGeneral operating support$15,000
Lindenwood University
209 S KingshighwaySt CharlesMO63301NONEPCGeneral operating support$150,000
Montana State University
307D Linfield HallBozemanMT597170292NONEGOVGeneral operating support$809,025
Institute for Humane Studies
3434 WASHINGTON BLVD MS 1C5ArlingtonVA22201NONEPCGeneral operating support$4,580,000
Thurgood Marshall College Fund
901 F Street NW Suite 300WashingtonDC20004NONEPCGeneral operating support$724,635
Christopher Newport University Education Foundatio
1 Avenue of the ArtsNewport NewsVA23606NONEPCGeneral operating support$40,000
Columbia University
The Trustees of Columbia UniversityNew YorkNY10027NONEPCGeneral operating support$660,000
University of Arkansas
318 Old Main University of ArkansaFayettevilleAR72701NONEGOVGeneral operating support$34,315
Heslop
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Lee University
1120 N Ocoee StClevelandTN37320NONEPCGeneral operating support$24,715
Bethel University - Indiana
1001 Bethel CirMishawakaIN46545NONEPCGeneral operating support$12,000
Shick
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$23,860
University of Wisconsin Foundation
1848 University AvenueMadisonWI537264090NONEPCGeneral operating support$455,844
Kaluwasha
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,019
Bowling Green State University
333 Shatzel HallBowling GreenOH434030001NONEGOVGeneral operating support$295,000
Global Cyber Alliance
31 Tech Valley DriveEast GreenbushNY12061NONEPCEducational Programs$5,250
University of Wyoming Foundation
222 South 22nd StLaramieWY82070NONEPCGeneral operating support$250,000
Fewell
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Panoo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,006
Education Design Lab
1200 18th St NW Suite 710WashingtonDC20036NONEPCGeneral operating support$1,000,000
Cardinal Institute for West Virginia Policy
PO Box 11495CharlestonWV25339NONEPCEducational Programs$875
Reason Foundation
5737 Mesmer AvenueLos AngelesCA90230NONEPCEducational Programs$4,038
Keiser
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Brigid's Path
3601 South Dixie DriveKetteringOH45439NONEPCEducational Programs$14,846
University of California - Berkeley
The Regents of the University of CaBerkeleyCA94720NONEPCGeneral operating support$180,058
Cedarville University
251 N Main StCedarvilleOH45314NONEPCGeneral operating support$21,000
Kingston
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of Missouri - Columbia
ColumbiaColumbiaMO65211NONEGOVGeneral operating support$8,000
Competitive Enterprise Institute
1310 L Street NW 7th FloorWashingtonDC20005NONEPCEducational Programs$2,150
Beyeler
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$13,000
DeCesare
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Enstrom
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Giotis
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Xavier University
3800 Victory PkwyCincinnatiOH45207NONEPCGeneral operating support$100,000
Shrode
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Gushiken
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Treibitz
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Chapman University
1 University DrOrangeCA92866NONEPCGeneral operating support$435,654
Sabella
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$17,950
University of Cincinnati
PO BOX 210641CincinnatiOH45221NONEGOVGeneral operating support$10,000
Bethune-Cookman University
640 Dr Mary McLeod Bethune BlvdDaytona BeachFL32114NONEPCGeneral operating support$79,500
Batarni
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Georgetown University
37th and O St NWWashingtonDC20057NONEPCGeneral operating support$635,000
Hugo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$42,000
Johns Hopkins University
347 Gilman HallBaltimoreMD21218NONEPCGeneral operating support$524,416
Villanova University
800 Lancaster AvenueVillanovaPA190851699NONEPCGeneral operating support$290,956
Santa Clara University
500 El Cam RealSanta ClaraCA950530385NONEPCGeneral operating support$131,000
Eurasia Group Foundation
500 Marquette NW Suite 1200AlbuquerqueNM87102NONEPCEducational Programs$5,750
Loyola University - New Orleans
6363 St Charles AveNew OrleansLA70118NONEPCGeneral operating support$17,200
Louisiana State University Foundation
3838 West Lakeshore DriveBaton RougeLA70808NONEPCGeneral operating support$572,175
Smith
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of San Diego
5998 Alcal ParkSan DiegoCA92110NONEPCGeneral operating support$87,750
George Washington University
1957 E Street NWWashingtonDC20052NONEPCGeneral operating support$500,328
Nicklin
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Center for Growth and Opportunity
3525 Old Main HallLoganUT84322NONEPCEducational Programs$9,173
Georgia Tech Foundation
760 Spring Street nw Suite 400AtlantaGA30308NONEPCGeneral operating support$360,112
Ramakrishna
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Pang
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Azusa Pacific University
901 E Alosta Ave PO Box 7000AzusaCA917027000NONEPCGeneral operating support$22,000
National Association of System Heads
3300 Metzerott RdAdelphiMD20783NONEPCGeneral operating support$600,000
American Consumer Institute
PO Box 2161RestonVA20195NONEPCEducational Programs$6,523
Cato Institute
1000 Massachusetts Avenue NWWashingtonDC20001NONEPCEducational Programs$54,292
George Mason University Foundation
4400 University Drive MS 2E1FairfaxVA22030NONEPCEducational Programs$112,000
Think Freely Media
190 S LaSalle St Suite 1500ChicagoIL60603NONEPCEducational Programs$18,385
Cohen
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$14,800
Duke University
81 Beverly DrDurhamNC27707NONEPCGeneral operating support$996,750
University of Notre Dame
725 GRACE HALLNotre DameIN46556NONEGOVGeneral operating support$584,075
TechFreedom
110 Maryland Ave NE Ste 409WashingtonDC20002NONEPCEducational Programs$23,038
Cornell University
377 PINE TREE ROADIthacaNY14850NONEPCGeneral operating support$787,400
Texas Tech Foundation
Office of Corporations and FoundatiLubbockTX794095025NONEPCGeneral operating support$5,450
Dartmouth College
Dartmouth CollegeHanoverNH03755NONEGOVGeneral operating support$47,850
University of Florida Foundation
PO Box 14425GainesvilleFL32604NONEPCGeneral operating support$1,200,000
Guo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Gutierrez
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Center for the National Interest
1025 Connecticut Avenue NW SuiteWashingtonDC20036NONEPCEducational Programs$19,173
Greer
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of Georgia Foundation
Milledge Centre Suite 100394 SoutAthensGA30602NONEPCGeneral operating support$75,000
University of Chicago
1643 W BerwynChicagoIL60640NONEPCGeneral operating support$433,500
Steppe
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$16,666
Thread Inc
PO Box 1584BaltimoreMD21203NONEPCEducational Programs$3,144
Blackburn
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
American Legislative Exchange Council
2900 Crystal Dr Suite 600ArlingtonVA22202NONEPCEducational Programs$13,750
Hayes
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$41,500
Dakota Wesleyan University
1200 W University AveMitchellSD57301NONEPCGeneral operating support$30,000
College Bound Dorchester Inc
222 Bowdoin StDorchesterMA02122NONEPCEducational Programs$2,298
State Policy Network
1655 North Fort Meyer DriveArlingtonVA22209NONEPCEducational Programs$4,827
Pananjady
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$25,600
The Last Mile
717 Market Street Suite 100San FranciscoCA94103NONEPCEducational Programs$4,152
Shelton
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Tomczuk
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,000
Purdue University
610 Purdue MallWest LafayetteIN47907NONEGOVGeneral operating support$1,000,000
Yoon-Hendricks
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$27,400
Albarghouthi
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$34,500
SkillUp Coalition
55 22N ST FL 25San FranciscoCA94105NONEPCGeneral operating support$1,420,000
Corn
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Purdue Research Foundation
1281 WIN HENTSCHEL BLVDWEST LAFAYETTEIN47906NONEPCGeneral operating support$400,000
Rice University
6100 Main Street MS-375HoustonTX77005NONEPCEducational Programs$9,000
Gourley
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Laguerre
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$36,402
Brady
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Lawfare Institute
4401 Brandywine St NWWashingtonDC20016NONEPCEducational Programs$7,250
US Chamber of Commerce Foundation
1615 H St NWWashingtonDC20062NONEPCGeneral operating support$817,500
Burden
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Smalls
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$23,200
West Point Association of Graduates
698 Mills RoadWest PointNY10996NONEPCGeneral operating support$15,000
Valverde
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,780
Tune
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Barnett
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$16,000
United Negro College Fund
1805 7th St NWWashingtonDC20001NONEPCGeneral operating support$819,558
Harrison
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Ryan Foundation
805 Brower RdWaynePA19087NONEPCGeneral operating support$15,000
Bartsch
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Papenfuss
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Ottawa University
LawrenceLawrenceKS66067NONEPCGeneral operating support$87,000
North Dakota State University Foundation and Alumn
1241 North University DriveFargoND58102NONEPCGeneral operating support$242,163
Syracuse University
Center for Policy Research 426 EggSyracuseNY13244NONEPCGeneral operating support$106,453
Lake Forest College
555 N Sheridan RdLake ForestIL60045NONEPCGeneral operating support$18,125
Kennesaw State University Foundation Inc
3391 TOWN POINT DRIVE STE 4530/MAILKENNESAWGA30144NONEPCGeneral operating support$958,667
Bridgewater State University Foundation
Bridgewater State University FoundaBridgewaterMA02324NONEPCGeneral operating support$12,500
University of New Orleans Foundation
2021 Lakeshore Drive Suite 420New OrleansLA70122NONEPCGeneral operating support$476,500
Scholars at Risk Network
411 Lafayette St 3rd FloorNew YorkNY10003NONEPCGeneral operating support$300,000
College of the Holy Cross
1 College StWorcesterMA01610NONEPCGeneral operating support$20,000
Fajardo
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Kessler
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Hooley
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Karacostas
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$17,200
San Diego State University Research Foundation
5250 Campanile DriveSan DiegoCA92182NONESO III FIGeneral operating support$497,415
Stanford University
450 Serra MallStanfordCA94305NONEPCGeneral operating support$1,186,772
Bercaw
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Hay
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
University of Minnesota
101 Rapson Hall 89 Church St SEMinneapolisMN55455NONEGOVGeneral operating support$234,467
Scheck
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
American University
4400 Massachusetts Ave NWWashingtonDC20016NONEPCGeneral operating support$8,000
Turay
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Malcom
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$11,600
North Carolina State University
2801 Founders Dr 4102 Nelson HallRaleighNC276957229NONEGOVGeneral operating support$140,000
Defense Priorities Foundation
1 Thomas Circle NW Suite 700WashingtonDC20005NONEPCEducational Programs$24,000
NACDL Foundation for Criminal Justice
1660 L Street NW 12th FloorWashingtonDC20036NONEPCEducational Programs$14,000
TEL Foundation (Truth Enterprise Liberty Foundat
2602 S Shinnery Oak CourtStillwaterOK74074NONEPCEducational Programs$13,000
Armstrong
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
St Francis University
PO Box 600LorettoPA15940NONEPCGeneral operating support$15,000
Let Grow
Let Grow Inc 228 Park Ave S SuNew YorkNY10003NONEPCGeneral operating support$250,000
Middle Tennessee State University Foundation
Wood-Stegall Center Box 109MurfreesboroTN37132NONEPCGeneral operating support$749,791
Embry-Riddle Aeronautical University
Daytona BeachDaytona BeachFL32114NONEPCGeneral operating support$11,156
Reach University
1221 Preservation Park WayOaklandCA94612NONEPCGeneral operating support$500,000
Northeastern University
360 Huntington AveBostonMA02115NONEPCGeneral operating support$71,080
Ohio State University Foundation
1480 West Lane AvenueColumbusOH43221NONEPCGeneral operating support$928,600
Fournet
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Sanders
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
American Conservative Union Foundation
1199 N Fairfax Street Suite 500AlexandriaVA22314NONEPCEducational Programs$5,038
Information Technology and Innovation Foundation d
700 K St NW Suite 600WashingtonDC20001NONEPCEducational Programs$3,600
John Quincy Adams Society
1320 N Courthouse Road Suite 500ArlingtonVA22201NONEPCEducational Programs$10,625
Catholic University of America
620 Michigan Ave NEWashingtonDC20064NONEPCGeneral operating support$3,965,895
Dio
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Wichita State University Foundation
1845 N Fairmount Campus Box 2WichitaKS67260NONEPCGeneral operating support$1,000,000
Indiana University Foundation
301 University Boulevard Suite 103IndianapolisIN46202NONEPCGeneral operating support$1,016,119
West Texas A&M University
2501 4th AvenueCanyonTX79016NONEGOVGeneral operating support$13,000
Hillsdale College
33 E College StHillsdaleMI49242NONEPCGeneral operating support$55,000
Bellamy-Walker
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,000
University of Louisville Foundation
215 Central Avenue Suite 212LouisvilleKY40208NONEPCGeneral operating support$15,000
George Mason University
4400 University DrFairfaxVA22030NONEPCGeneral operating support$1,120,800
Vervaeke
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$9,800
North Park University
3225 West Foster AveChicagoIL60625NONEPCGeneral operating support$21,000
Domangue
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$10,720
Heimowitz
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
UNITED STATES MILITARY ACADEMY
606 THAYER RDWest PointNY10996NONEPCGeneral operating support$15,000
Scavone
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Council on Adult and Experiential Learning
10 West Market StreetIndianapolisIN46204NONEPCGeneral operating support$175,490
University of Pittsburgh
PittsburghPittsburghPA15260NONEPCGeneral operating support$1,188,333
West Virginia University Foundation
1 Waterfront Pl - 7th Floor PO BoxMorgantownWV26507NONEPCGeneral operating support$342,400
Albany State University
504 College DrAlbanyGA31705NONEGOVGeneral operating support$55,300
Quincy Institute for Responsible Statecraft
2000 Pennsylvania Ave NW 7000WashingtonDC20006NONEPCEducational Programs$14,368
University of California - San Diego
9500 Gilman DrLa JollaCA92093NONEPCGeneral operating support$544,000
Atlas Network
1201 L Street NW 2nd FloorWashingtonDC20005NONEPCEducational Programs$8,358
Weaver
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$42,000
The George Washington University
C/O Tax Department 45155 Research PAshburnVA20147NONEPCEducational Programs$26,713
Arizona State University Foundation
300 E University DrTempeAZ85281NONEPCGeneral operating support$3,913,152
Pacific Legal Foundation
930 G StreetSacramentoCA95814NONEPCEducational Programs$12,538
Menjivar
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Morgan
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$18,833
Houser
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
Northern Kentucky University Foundation
100 NUNN DRIVE LAC SUITE 822HIGHLAND HEIGHTSKY41099NONEPCGeneral operating support$34,000
University of Nebraska Foundation
1010 Lincoln MallLincolnNE68508NONEPCGeneral operating support$284,122
Vandenboom
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$11,000
University of Pennsylvania
3451 Walnut StWynnewoodPA19104NONEPCGeneral operating support$526,000
Princeton University
244 Corwin HallPrincetonNJ08544NONEGOVGeneral operating support$5,000
Students for Liberty
1101 17th Street NW Suite 810WashingtonDC20036NONEPCEducational Programs$1,231
Grom
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$31,000
Washington College
300 Washington AveChestertownMD21620NONEPCGeneral operating support$35,000
University of Arizona
Philosophy DepartmentTucsonAZ85721NONEGOVGeneral operating support$71,226
Rowe
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$20,800
Troy University Foundation
1120 Us Hwy 231TroyAL36082NONEPCGeneral operating support$170,000
Utah State University
1400 Old Main HlLoganUT843221400NONEPCGeneral operating support$2,599,766
Rutgers University - New Brunswick
111 Van Dyck Hall 16 Seminary PlNew BrunswickNJ08901NONEGOVGeneral operating support$116,376
Young Voices
220 Allison St NW Apt 105WashingtonDC20011NONEPCEducational Programs$4,269
Prince
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
R Street Institute
1050 17th Street NW Suite 1150WashingtonDC20036NONEPCEducational Programs$25,508
Nandy
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
International Center for Law & Economics
1104 NW 15th Ave No 300PortlandOR97209NONEPCEducational Programs$5,865
Teruya
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$23,800
Hansen
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
DC Witness
1414 44th Street NWWashingtonDC20007NONEPCEducational Programs$7,025
Savchenko
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$38,000
Susquehanna University
514 University AvenueSelinsgrovePA17870NONEPCGeneral operating support$8,100
Lysik
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$23,200
University of Central Arkansas Foundation
UCA Box 4986ConwayAR720354986NONEPCGeneral operating support$515,180
Ness
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Ball State University Foundation
2800 W Bethel AveMuncieIN47304NONEPCGeneral operating support$664,625
Blade
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$19,600
Make Safe Tech
1003 Harvey Rd Suite 200College StationTX77840NONEPCEducational Programs$6,000
Clemson University Foundation
329 Sirrine HallClemsonSC29634NONEPCGeneral operating support$674,000
Giovanetti
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
mikeroweWORKS Foundation
1207 4th St PH1Santa MonicaCA90401NONEPCGeneral operating support$50,000
Foundation For Economic Education
1819 Peachtree Rd NE Suite 300AtlantaGA30309NONEPCGeneral operating support$205,000
Harmel Academy of the Trades
9112 Five Mile NEAdaMI49301NONEPCGeneral operating support$200,000
Dornbush
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$1,710
Streetwise Partners
222 Broadway 19th FloorNew YorkNY10038NONEPCEducational Programs$1,788
1889 Institute
2602 S Shinnery Oak CtStillwaterOK74074NONEPCGeneral operating support$696,000
Massachusetts Institute of Technology
77 Massachusetts AvenueCambridgeMA02139NONEPCGeneral operating support$403,370
Karolewicz
1320 N Courthouse Rd Ste 400ArlingtonVA22201NONEIEducational Programs$3,510
UNIVERSITY OF BIRMINGHAM
NONENCGENERAL OPERATING SUPPORT$50,000EDGBASTONBIRMINGHAMUK2TT
MCGILL UNIVERSITY
NONEPCGENERAL OPERATING SUPPORT$154,180855 SHERBROOKE ST WQUEBECCAH3A2T7MONTREAL
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,988,357TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR HUMANE STUDIESBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13434 WASHINGTON BLVD MS 1C5AddressLine1Txt
CityALRINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22201ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$5,500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,500,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,072,765ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
MISCELLANEOUS INCOME01$1,100,865
GRANT RECOVERIES$229,508

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,173,630ExclusionAmt
Related Or Exempt Function Incm$229,508RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,403,138TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11CLineNumberTxt
Relationship StatementRETURN OF UNUSED GRANT FUNDSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Organization TypeOrganizationTypeDescRelationship DescriptionRelationshipDescriptionTxt
CCKC4 INC
501(C)(4)COMMON DIRECTORS
BELIEVE IN PEOPLE
501(C)(4)COMMON DIRECTORS

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
STAND TOGETHER TRUST
11320 NORTH COURTHOUSE ROAD SUITE 4ArlingtonVA22201$800,000Yes (X)
CHARLES G KOCH 1997 TRUST
21320 North Courthouse Road Suite 4ArlingtonVA22201$51,035,418Yes (X)
TROESH FAMILY FOUNDATION
31320 North Courthouse Road Suite 4ARLINGTONVA22201$481,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES - FORM 990-PF$68,918$6,892$0$91,297
ACCOUNTING FEES - FORM 990-T$7,658$0$0$0

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (13 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdForeign PostalForeignAddress/ForeignPostalCd
UNIVERSITY OF HONG KONG
POK FU LAM ROADHONG KONGCH2020-04-23$40,000RESEARCH SUPPORT$10,000NO06/15/2022 - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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.
Technology Policy Institute
2019-12-17$230,000PROGRAM SUPPORT$65,000NO05/25/2022 - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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.409 12TH STREET SW SUITE 700WASHINGTONDC20024
UNIVERSITY OF BIRMINGHAM
EDGBASTONBIRMINGHAMUK2020-04-23$32,500TRAVEL RESEARCH SUPPORT$0NO04/05/2022 - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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.B15 2TT
Technology Policy Institute
2018-05-11$162,500GENERAL OPERATING SUPPORT$90,658NO04/26/2022 - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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.409 12TH ST SW SUITE 700WASHINGTONDC20024
COUNCIL ON INTEGRITY IN RESULTS REPORTIN
2020-02-03$187,000PROGRAMMING SUPPORT$151,913NOUNKNOWN - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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. THIS GRANTEE INTENDS TO CEASE OPERATIONS AND WILL BE RETURNING THE REMAINING AMOUNT NOT EXPENDED.1519 OAKWOOD AVHIGHLAND PARKIL60035
James G Martin Center for Academic Rene
2018-07-13$45,000FELLOWSHIP & CONFERENCE SUPPORT$45,000NO04/12/2022 - FULL REPORT OF EXPENDITURES TO DATETHE 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.353 E SIX FORKS ROAD SUITE 200RALEIGHSC27609
Praxis Foundation
2019-07-24$70,000SCHOLARSHIP SUPPORT$70,000NO11/10/2022 - FULL REPORT OF EXPENDITURES TO DATETHE 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.1567 MEETING STREET RD SUITE 200CHARLESTONSC29405
Public Choice Society
2019-12-20$44,000PROGRAMMING SUPPORT$4,500NOUNKNOWN - PARTIAL REPORT OF EXPENDITURES TO DATETHE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE.224C FORSYTH COLLEGE OF BUSINESSCULLOWHEENC28723
UNIVERSITY OF OXFORD
WELLINGTON SQUAREOXFORDUK2019-04-25$5,000RESEARCH SUPPORT$5,000NO11/03/2022 - FULL REPORT OF EXPENDITURES TO DATETHE 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.OX1 2JD
UNIVERSITY OF SURREY
STAG HILLGUILDFORDUK2020-04-09$18,267RESEARCH SUPPORTNOUNKNOWN - PARTIAL REPORT OF ALL EXPENDITURESTHE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE.GU2 7XH
University of Vienna
universitatsring 1 A-1010VIENNAAU2019-01-11$182,000RESEARCH SUPPORT$102,740NO07/16/2022 - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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.
BRG INSTITUTE
2021-12-23$475,000GENERAL OPERATING SUPPORT$475,000NO04/05/2022 - FULL REPORT OF EXPENDITURES TO DATETHE 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.2200 Powell Street Suite 1200EMERYVILLECA94608
UNIVERSITY OF BIRMINGHAM
EDGBASTONBIRMINGHAMUK2021-12-31$50,000TRAVEL AND RESEARCH SUPPORT$23,192NO11/04/2022 - PARTIAL REPORT OF EXPENDITURES TO DATETHE 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.B15 2TT

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PASSIVE FUND VIIFMV$0$0
PASSIVE FUND IIIFMV$717,236,216$717,236,216
PASSIVE FUND IXFMV$450,000$450,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$394LegalFeesAmt
Disbursements Charitable Prps$394DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
SUPPLIES$3,836$3,836
DUES/LICENSES$60,648$61,548
INVESTMENTS - CHARITABLE$0$8,757
INVESTMENT EXPENSES$0$22,175,508
GIFTS$97$97
POSTAGE & DELIVERY$490$490
TELECOMMUNICATION$1,254$1,254
ADVERTISING & PROMOTION$38,096$36,708
BAD DEBT EXPENSE$18$0
BANK FEES$7,264$7,264

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME - MISCELLANEOUS$1,100,865
INVESTMENTS - OTHER INCOME$0$27,561,566
INVESTMENTS - RENTAL INCOME/LOSS$0-$2,115,758
OTHER INCOME - GRANT RECOVERIES$229,508

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAINS/LOSSES$145,938,330
CHANGE TO GAAP-REPORTING OF INVESTMENTS$239,700,724

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
HR PROCESSING FEES$8,580$8,580
INVESTMENT MANAGEMENT FEES$114,556$114,556
PROFESSIONAL CONSULTING FEES$236,048$416,670

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FOREIGN TAXES$0$167,378
INVESTMENT TAXES$3,346,066
PROPERTY TAXES$236$236
PAYROLL TAXES$395,503$395,503

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
PASSIVE FUND II
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201472537421DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT$30,000,000
PASSIVE FUND III
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201851484620DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT$15,000,000
FieldValueIRS element (for citing)
Total$45,000,000TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
PASSIVE FUND IX
1320 N COURTHOUSE RD STE 400ARLINGTONVA22201852667830CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT$200,000
PASSIVE FUND II
1320 N COURTHOUSE RD SUITE 400ARLINGTONVA22201472537421CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT$15,000,000
FieldValueIRS element (for citing)
Total$15,200,000TotalAmt