CHARLES KOCH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES KOCH FOUNDATION (EIN 48-0918408)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104686
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:27:04+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480918408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES KOCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 7032147118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 0800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRICH HEUER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7032147118 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $758,930,141 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $44,958 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,238,772 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,238,772 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $14,907,658 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $142 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $142 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,000,000 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $3,317,836 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $98,643 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$75,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,240,459 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $208,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,704,725 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $98,643 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $579,873 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $579,873 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,619,781 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,885,025 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $123,189 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $171,251 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,338 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $52,114 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $181,876 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $3,865,742 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,332,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114,788 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,578 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $795,509 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $800,585 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $256 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $256 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,472 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,094,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,518 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,769,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,080,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,746,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,164,317 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,073,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,934,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,080,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,819,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,726,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,624,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,643 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,193 | CashBOYAmt |
| Cash EOY | $48,194 | CashEOYAmt |
| Cash EOYFMV | $48,194 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,691,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $423,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $423,838 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,409 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,821,289 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,567,184 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,567,184 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,430,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,650,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,430,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,430,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $690,008,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $754,460,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $754,460,923 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $748,223,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $758,930,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $758,930,141 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $673,935 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $364,548 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,935,491 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,125,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,700,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,800,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,309,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,289,548 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $742,913,917 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $755,640,593 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $742,913,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $755,640,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $748,223,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $758,930,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $742,913,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,726,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,069,453 | OtherIncreasesAmt |
| Subtotal | $756,257,312 | SubtotalAmt |
| Other Decreases | $616,719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $755,640,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT CAPITAL GAIN | PropertyDesc |
| Gross Sales Price | $3,317,836 | GrossSalesPriceAmt |
| Gain Or Loss | $3,317,836 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $3,317,836 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,317,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $342,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $342,277 | SubtotalAmt |
| Tax Based On Investment Income | $342,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $677,464 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,677,464 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,335,187 | OverpaymentAmt |
| Applied To ES Tax | $335,187 | AppliedToESTaxAmt |
| Refund | $1,000,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CHARLESKOCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HENRICH HEUER | IndividualWithBooksNm |
| Phone | 7032147118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 0800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Brian Hooks | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Charles Chase Koch | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Charles G Koch | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Chair | 1.00 | $0 | $0 | $0 |
| Dale Gibbens | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| David L Robertson | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Elizabeth Koch | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Weston Edwards | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Secretary | 1.00 | $0 | $0 | $0 |
| HENRICH Heuer | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Treasurer | 1.00 | $0 | $0 | $0 |
| Jonathan Franklin | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Chief Operating Officer | 50.00 | $316,229 | $42,800 | $0 |
| Ryan Stowers | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Executive Director (outgoing 9/8/24) | 50.00 | $358,593 | $43,433 | $0 |
| Derek Johnson | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Director (incoming 10/9/24) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| John Poreba | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Dir Emp Ptnr Strat | 50.00 | $245,120 | $7,768 | $0 |
| Brennan Brown | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Dir Partnership Dev | 50.00 | $233,088 | $37,072 | $0 |
| Laura Demarse | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | VP, Future Work | 50.00 | $220,029 | $30,131 | $0 |
| Stephen Sweet | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Sr Program Officer | 50.00 | $192,200 | $41,725 | $0 |
| Mollie Dougherty | ||||||||
| 4201 WILSON BLVD | ARLINGTON | VA | 22203 | Sr Program Officer | 50.00 | $146,188 | $18,085 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| HORNED-LLC | ||||||
| 8 Anthony Road | Lexington | MA | 02420 | Speaker | $153,000 | |
| National Association of Wholesaler-Distributors (NAW) | ||||||
| 1325 G St NW Ste 1000 | Washington | DC | 20005 | Executive Summit Sponsorship | $130,000 | |
| GSV Summit LLC | ||||||
| 875 N Michigan Avenue | Chicago | IL | 60611 | Conference | $85,000 | Suite 3520 |
| Future State Platform Inc | ||||||
| 600 Grant Street STE 650 | Denver | CO | 80203 | Future State - Human Potential Summit - 2024 | $75,000 | |
| Forvis Mazars LLP fka BKD LLP | ||||||
| 910 E St Louis St Suite 400 | Springfield | MO | 658062570 | Tax and Accounting Fees | $64,338 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,669,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $690,041,470 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $715,710,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $715,710,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,735,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $704,975,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,248,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,248,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $342,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $342,277 | TotalTaxAmt |
| Distributable Before Adj | $34,906,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $98,643 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,005,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,005,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,819,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $67,819,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,005,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,313,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,520,082 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,742,273 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,334,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,544,428 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $328,454,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,819,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,005,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,814,407 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $361,268,666 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $112,313,380 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $248,955,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,520,082 | ExcessFromYear4Amt |
| Excess From Year3 | $66,742,273 | ExcessFromYear3Amt |
| Excess From Year2 | $31,334,096 | ExcessFromYear2Amt |
| Excess From Year1 | $41,544,428 | ExcessFromYear1Amt |
| Excess From Current Year | $32,814,407 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES G KOCH DIRECTOR AND CHMN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES KOCH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5712906811 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND - COLLEGE PARK | |||||||||||
| 4113 VAN MUNCHING HALL | COLLEGE PARK | MD | 20742 | NONE | GOV | General operating support | $246,457 | ||||
| NATIONAL RESTAURANT ASSOCIATION EDUCATIONAL FOUNDATION (NRAEF) | |||||||||||
| 24405 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | SO I | General operating support | $15,000 | ||||
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||||||
| 4400 UNIVERSITY DR MS 1A3 | FAIRFAX | VA | 220304444 | NONE | PC | General operating support | $23,675,637 | ||||
| INSTITUTE FOR HUMANE STUDIES | |||||||||||
| 3434 WASHINGTON BOULEVARD 1ST FLOO | ARLINGTON | VA | 22201 | NONE | PC | General operating support | $6,090,000 | ||||
| UTAH STATE UNIVERSITY | |||||||||||
| 1400 OLD MAIN HILL | LOGAN | UT | 843221400 | NONE | PC | General operating support | $2,500,000 | ||||
| NORTH DAKOTA STATE UNIVERSITY FOUNDATION AND ALUMNI ASSOCIATION | |||||||||||
| 1241 NORTH UNIVERSITY DRIVE | FARGO | ND | 58102 | NONE | PC | General operating support | $2,000,000 | ||||
| NEW YORK UNIVERSITY | |||||||||||
| 19 W 4TH ST | NEW YORK | NY | 10012 | NONE | PC | General operating support | $1,138,154 | ||||
| SHRM FOUNDATION INC | |||||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 22314 | NONE | PC | General operating support | $1,920,000 | ||||
| JOBS FOR THE FUTURE | |||||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02110 | NONE | PC | General operating support | $1,200,000 | ||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||
| 14 EAST 15TH AVENUE | COLUMBUS | OH | 43201 | NONE | PC | General operating support | $1,157,363 | ||||
| DARTMOUTH COLLEGE | |||||||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | NONE | PC | General operating support | $1,113,401 | ||||
| UNIVERSITY OF PITTSBURGH | |||||||||||
| 116 ATWOOD STREET | PITTSBURGH | PA | 15213 | NONE | PC | General operating support | $988,334 | ||||
| PER SCHOLAS INC | |||||||||||
| 804 EAST 138TH STREET | BRONX | NY | 10454 | NONE | PC | General operating support | $903,000 | ||||
| DUKE UNIVERSITY | |||||||||||
| 81 BEVERLY DR | DURHAM | NC | 27707 | NONE | PC | General operating support | $884,159 | ||||
| WEST VIRGINIA UNIVERSITY FOUNDATION | |||||||||||
| 1320 N COURTHOUSE RD STE 500 | ARLINGTON | VA | 22201 | NONE | PC | General operating support | $859,000 | ||||
| EDUCATION DESIGN LAB | |||||||||||
| 1200 18TH ST NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | General operating support | $762,500 | ||||
| WICHITA STATE UNIVERSITY FOUNDATION | |||||||||||
| 1845 N FAIRMOUNT CAMPUS BOX 2 | WICHITA | KS | 67260 | NONE | PC | General operating support | $404,000 | ||||
| CORNELL UNIVERSITY | |||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14850 | NONE | PC | General operating support | $614,000 | ||||
| HARVARD UNIVERSITY | |||||||||||
| PRESIDENT AND FELLOWS OF HARVARD CO | CAMBRIDGE | MA | 021383001 | NONE | PC | General operating support | $576,040 | ||||
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||||||
| 2323 ANDERSON AVE SUITE 500 | MANHATTAN | KS | 66502 | NONE | PC | General operating support | $550,000 | ||||
| CHAPMAN UNIVERSITY | |||||||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | NONE | PC | General operating support | $547,000 | ||||
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | NONE | PC | General operating support | $543,000 | ||||
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL | |||||||||||
| UNIVERSITY OF NORTH CAROLINA AT CHA | CHAPEL HILL | NC | 27599 | NONE | PC | General operating support | $536,000 | ||||
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | General operating support | $500,000 | ||||
| CENTER FOR GROWTH AND OPPORTUNITY | |||||||||||
| 1320 N COURTHOUSE RD STE 500 | ARLINGTON | VA | 22201 | NONE | PC | General operating support | $500,000 | ||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| 3140 DYER STREET MS 261 | DALLAS | TX | 75275 | NONE | PC | General operating support | $500,000 | ||||
| COLLEGE101 DBA POSTSECONDARY COMMISSION | |||||||||||
| 75 ARLINGTON STREET SUITE 500 | BOSTON | MA | 02116 | NONE | PC | General operating support | $500,000 | ||||
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PC | General operating support | $414,137 | ||||
| MARSHALL UNIVERSITY | |||||||||||
| 400 HAL GREER BLVD | HUNTINGTON | WV | 257553102 | NONE | PC | General operating support | $400,000 | ||||
| OPPORTUNITYWORK | |||||||||||
| 1100 CONNECTICUT AVENUE NORTHWEST | WASHINGTON | DC | 20036 | NONE | PC | General operating support | $350,000 | ||||
| KENNESAW STATE UNIVERSITY FOUNDATION INC | |||||||||||
| 3391 TOWN POINT DRIVE SUITE 4530/M | KENNESAW | GA | 30144 | NONE | PC | General operating support | $333,333 | ||||
| STANFORD UNIVERSITY | |||||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | General operating support | $332,571 | ||||
| LOUISIANA STATE UNIVERSITY FOUNDATION | |||||||||||
| 3838 WEST LAKESHORE DRIVE | BATON ROUGE | LA | 70808 | NONE | PC | General operating support | $315,000 | ||||
| UNIVERSITY OF WISCONSIN- EAU CLAIRE FOUNDATION | |||||||||||
| 105 GARFIELD AVE EAU CLAIRE WI 54 | EAU CLAIRE | WI | 54701 | NONE | PC | General operating support | $300,000 | ||||
| NATIONAL MICROSCHOOLING CENTER | |||||||||||
| 376 EAST WARM SPRINGS ROAD | LAS VEGAS | NV | 89119 | NONE | PC | General operating support | $300,000 | ||||
| BURNING GLASS INSTITUTE | |||||||||||
| PO BOX 671 | BALA CYNWYD | PA | 19004 | NONE | PC | General operating support | $295,000 | ||||
| GEORGETOWN UNIVERSITY | |||||||||||
| 37TH AND O ST NW | WASHINGTON | DC | 20057 | NONE | PC | General operating support | $290,000 | ||||
| THE UCLA FOUNDATION | |||||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | General operating support | $288,000 | ||||
| TEXAS A&M FOUNDATION | |||||||||||
| 241 WISENBAKER ENGINEERING RESEARCH | COLLEGE STATION | TX | 778433126 | NONE | PC | General operating support | $277,626 | ||||
| SKILLUP COALITION | |||||||||||
| 548 MARKET STREET PMB 63520 | SAN FRANCISCO | CA | 94104 | NONE | PC | General operating support | $255,000 | ||||
| SANTA CLARA UNIVERSITY | |||||||||||
| 500 EL CAM REAL | SANTA CLARA | CA | 950530385 | NONE | PC | General operating support | $254,300 | ||||
| VIRGINIA TECH FOUNDATION | |||||||||||
| UNIVERSITY GATEWAY CENTER 902 PRIC | BLACKSBURG | VA | 24601 | NONE | PC | General operating support | $250,067 | ||||
| GEORGIA TECH FOUNDATION | |||||||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | NONE | PC | General operating support | $250,000 | ||||
| MAKE IT MOVEMENT | |||||||||||
| 828 W 6TH STREET | AUSTIN | TX | 78703 | NONE | PC | General operating support | $250,000 | ||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||
| 3500 SOUTH FIGUEROA STREET SUITE 2 | LOS ANGELES | CA | 90089 | NONE | PC | General operating support | $250,000 | ||||
| MIAMI UNIVERSITY | |||||||||||
| 804 S ELM ST APT 6 | OXFORD | OH | 45056 | NONE | PC | General operating support | $235,264 | ||||
| KANSAS LEADERSHIP CENTER | |||||||||||
| 325 EAST DOUGLAS AVENUE | WICHITA | KS | 67202 | NONE | PC | General operating support | $235,000 | ||||
| MIDDLE TENNESSEE STATE UNIVERSITY FOUNDATION | |||||||||||
| WOOD-STEGALL CENTER BOX 109 | MURFREESBORO | TN | 37132 | NONE | PC | General operating support | $192,000 | ||||
| CENTER FOR OPEN SCIENCE | |||||||||||
| 210 RIDGE MCINTIRE ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | General operating support | $171,500 | ||||
| WESTERN MICHIGAN UNIVERSITY | |||||||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085330 | NONE | PC | General operating support | $167,200 | ||||
| CLEMSON UNIVERSITY FOUNDATION | |||||||||||
| 155 OLD GREENVILLE HIGHWAY SUITE 1 | CLEMSON | SC | 29631 | NONE | PC | General operating support | $167,000 | ||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 3451 WALNUT ST | WYNNEWOOD | PA | 19104 | NONE | PC | General operating support | $159,348 | ||||
| UNIVERSITY OF CHICAGO | |||||||||||
| 1643 W BERWYN | CHICAGO | IL | 60640 | NONE | PC | General operating support | $155,000 | ||||
| TEXAS TECH FOUNDATION | |||||||||||
| OFFICE OF CORPORATIONS AND FOUNDATI | LUBBOCK | TX | 794095025 | NONE | PC | General operating support | $150,000 | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| 1855 FOLSOM STREET SUITE 425 | SAN FRANCISCO | CA | 94103 | NONE | PC | General operating support | $150,000 | ||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC | General operating support | $114,387 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | General operating support | $110,000 | ||||
| WICHITA STATE UNIVERSITY TECH FOUNDATION | |||||||||||
| 4004 N WEBB RD | WICHITA | KS | 67226 | NONE | PC | General operating support | $110,000 | ||||
| THE JACK MILLER CENTER FOR TEACHING AMERICAS FOUNDING PRINCIPLES AND HISTOR | |||||||||||
| 111 PRESIDENTIAL BLVD STE 146 | BALA CYNWYD | PA | 19004 | NONE | PC | General operating support | $100,000 | ||||
| STUDENTS FOR LIBERTY | |||||||||||
| 2221 S CLARK ST 12TH FLOOR | ARLINGTON | VA | 22202 | NONE | PC | General operating support | $95,000 | ||||
| THE GEORGE WASHINGTON UNIVERSITY | |||||||||||
| 1957 E STREET NW | WASHINGTON | DC | 20052 | NONE | PC | General operating support | $87,000 | ||||
| COLORADO THRIVES | |||||||||||
| 1550 WEWATTA STREET SUITE 910 | DENVER | CO | 80202 | NONE | PC | General operating support | $80,000 | ||||
| RIVET SCHOOL | |||||||||||
| 1015 MACDONALD AVE | RICHMOND | CA | 94801 | NONE | PC | General operating support | $75,000 | ||||
| ARMSTEAD ACADEMIC PROJECT | |||||||||||
| 2200 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | General operating support | $75,000 | ||||
| HAWAII PACIFIC UNIVERSITY | |||||||||||
| 1132 BISHOP ST STE 502 | WAIPAHU | HI | 96813 | NONE | PC | General operating support | $61,450 | ||||
| UNIVERSITY OF NOTRE DAME | |||||||||||
| CONTROLLERS OFFICE 724 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | PC | General operating support | $60,189 | ||||
| NEW ORLEANS INSTITUTE FOR PHILOSOPHY POLITICS AND ECONOMICS | |||||||||||
| 430 DORRINGTON BLVD | METAIRIE | LA | 70005 | NONE | PC | General operating support | $60,000 | ||||
| UNIVERSITY OF COLORADO - COLORADO SPRINGS | |||||||||||
| 1420 AUSTIN BLUFFS PKWY | COLORADO SPRINGS | CO | 80918 | NONE | PC | General operating support | $50,000 | ||||
| TROY UNIVERSITY FOUNDATION | |||||||||||
| 1120 US HWY 231 | TROY | AL | 36082 | NONE | PC | General operating support | $45,000 | ||||
| FUTURE FORWARD INSTITUTE | |||||||||||
| 867 BOYLSTON STREET 5TH FLOOR 212 | BOSTON | MA | 02116 | NONE | PC | General operating support | $45,000 | ||||
| PRESIDENTS FORUM | |||||||||||
| 80 M STREET SOUTHEAST | WASHINGTON | DC | 20003 | NONE | PC | General operating support | $40,000 | ||||
| CLAREMONT GRADUATE UNIVERSITY | |||||||||||
| 150 E 10TH ST | CLAREMONT | CA | 91711 | NONE | PC | General operating support | $40,000 | ||||
| ASSOCIATION OF PRIVATE ENTERPRISE EDUCATION | |||||||||||
| TENNESSEE AT CHATTANOOGA 313 FLETC | CHATTANOOGA | TN | 374032598 | NONE | PC | General operating support | $30,000 | ||||
| DR RICHARD BARNETT FOUNDATION | |||||||||||
| 52 GREAT OAK RD | HAMILTON | NJ | 08690 | NONE | PC | General operating support | $30,000 | ||||
| NORTH PARK UNIVERSITY | |||||||||||
| 3225 WEST FOSTER AVE | CHICAGO | IL | 60625 | NONE | PC | General operating support | $26,250 | ||||
| THE DENVER INSTITUTE DBA CITYGATE | |||||||||||
| 8100 EAST ARAPAHOE ROAD SUITE 303 | AURORA | CO | 80016 | NONE | PC | General operating support | $25,000 | ||||
| SWEET BRIAR COLLEGE | |||||||||||
| 134 CHAPEL ROAD | SWEET BRIAR | VA | 24595 | NONE | PC | General operating support | $1,540 | ||||
| UNIVERSITY OF UTAH | |||||||||||
| 390 S 1530 E ROOM 502 | SALT LAKE CITY | UT | 84112 | NONE | PC | General operating support | $103,000 | ||||
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||||
| 110 INNER CAMPUS DRIVE STOP K5300 | AUSTIN | TX | 78712 | NONE | GOV | General operating support | $1,000,000 | ||||
| COLLEGE OF WILLIAM & MARY | |||||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 231878795 | NONE | GOV | General operating support | $67,780 | ||||
| COLORADO STATE UNIVERSITY | |||||||||||
| 555 SOUTH HOWES STREET | FORT COLLINS | CO | 80521 | NONE | GOV | General operating support | $50,000 | ||||
| UNIVERSITY OF LOUISVILLE | |||||||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40292 | NONE | GOV | General operating support | $48,250 | ||||
| NATIONAL TALENT COLLABORATIVE | |||||||||||
| 668 NORTH COAST HIGHWAY 319 | LAGUNA BEACH | CA | 92651 | NONE | PC | General operating support | $200,000 | ||||
| University of Washington | |||||||||||
| 1410 NE Campus Pkwy | Seattle | WA | 98195 | NONE | PC | General operating support | $5,672 | ||||
| University of the City of London | |||||||||||
| NONE | NC | General operating support | $49,043 | NORTHAMPTON SQUARE | LONDON | UK | EC1V0HB | ||||
| Dartmouth College | |||||||||||
| Dartmouth College | Hanover | NH | 03755 | NONE | PC | General operating support | $3,500 | ||||
| Education Design Lab | |||||||||||
| 1200 18th St NW Suite 710 | Washington | DC | 20036 | NONE | PC | General operating support | $1,000,000 | ||||
| Harvard University | |||||||||||
| 95 Dunster Street | Cambridge | MA | 02138 | NONE | PC | General operating support | $240,000 | ||||
| Public Health Data Laboratory Institute | |||||||||||
| 55 SE 2nd Ave Ste 1r | Delray Beach | FL | 33444 | NONE | PC | General operating support | $500,000 | ||||
| St Anselm College | |||||||||||
| 100 Saint Anselm Dr | Manchester | NH | 03102 | NONE | PC | General operating support | $12,500 | ||||
| Illinois Wesleyan University | |||||||||||
| PO Box 2900 | Bloomington | IL | 61702 | NONE | PC | General operating support | $7,500 | ||||
| North Dakota State University | |||||||||||
| 1241 North University Drive | Fargo | ND | 58102 | NONE | PC | General operating support | $1,000,000 | ||||
| Regent University | |||||||||||
| 1000 Regent University Dr | Virginia Beach | VA | 23464 | NONE | PC | General operating support | $15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,073,452 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| New York University | |||||||
| 19 W 4th St | New York | NY | 10012 | NONE | PC | General operating support | $825,000 |
| Wichita State University Foundation | |||||||
| 1845 N Fairmount Campus Box 2 | Wichita | KS | 67260 | NONE | PC | General operating support | $225,000 |
| Florida Atlantic University | |||||||
| PO BOX 3091 | Boca Raton | FL | 33431 | NONE | GOV | General operating support | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,238,772 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,000,000 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$75,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,273 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| KEY CHANGE INC | |
| 501(c)(4) | COMMON DIRECTORS |
| MOVEMENT MUSICK INC | |
| 501(c)(4) | COMMON DIRECTORS |
| BELIEVE IN PEOPLE INC | |
| 501(c)(4) | COMMON DIRECTORS |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES G KOCH 1997 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 WILSON BLVD SUITE 0800 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $44,958 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES - FORM 990- PF | $57,904 | $5,790 | $0 | $52,114 |
| ACCOUNTING FEES - FORM 990-T | $6,434 | $0 | $0 | $0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF THE CITY OF LONDON | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NORTHAMPTON SQUARE | AddressLine1Txt |
| Province Or State | LONDON | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | EC1V0HB | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-01-18 | GrantDt |
| Grant | $49,043 | GrantAmt |
| Purpose Of Grant | PROGRAMMING SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | UNKNOWN - PARTIAL REPORT OF EXPENDITURES TO DATE | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE 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 THE GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|---|
| ASPIREABILITY, INC. | 2023-05 | P | 2024-12 | $0 | $500,000 | COST | $0 | -$500,000 | $0 |
| FUTURE STATE VENTURE NETWORK LLC | 2023-10 | P | 2024-12 | $0 | $500,000 | COST | $0 | -$500,000 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM AND INFORMATION | Form 990-PF, Part XIV, Line 2b | ORGANIZATIONS 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 NO MATERIALS BEYOND WHAT ARE DESCRIBED ABOVE BE INCLUDED. |
| RESTRICTIONS AND LIMITATIONS | Form 990-PF, Part XIV, Line 2d | THE CHARLES KOCH FOUNDATION SUPPORTS STUDENTS AND SCHOLARS PURSING RESEARCH AND EXPANDING EDUCATIONAL PROGRAMS THAT HELP PEOPLE REACH THEIR FULL POTENTIAL 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 INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.) AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.) |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $1,430,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $1,430,000 | BookValueAmt |
| EOYFMV | $1,430,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PASSIVE FUND III | FMV | $754,460,923 | $754,460,923 |
| PASSIVE FUND X | FMV | $0 | $0 |
| PROMISSORY NOTE I | FMV | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIP TRUE-UP | Desc |
| Amt | $616,719 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $15,941 | $0 | $0 | $15,941 |
| DUES/LICENSES | $22,164 | $0 | $0 | $9,981 |
| POSTAGE & DELIVERY | $485 | $0 | $0 | $485 |
| TELECOMMUNICATION | -$19 | $0 | $0 | -$19 |
| ADVERTISING & PROMOTION | $1,610 | $0 | $0 | -$1,677 |
| BANK FEES | $3,484 | $3,484 | $0 | $0 |
| GIFTS | $114 | $0 | $0 | $114 |
| BAD DEBT EXPENSE | $28,693 | $0 | $0 | $28,693 |
| INVESTMENTS - CHARITABLE | $0 | $0 | $0 | |
| INVESTMENT EXPENSES | $0 | $7,090,684 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - MISCELLANEOUS | -$75,641 | $0 | $0 |
| INVESTMENTS - OTHER INCOME | $0 | $16,240,459 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $81,069,453 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| BOY Book Value | $1,700,000 | BOYBookValueAmt |
| EOY Book Value | $1,800,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL CONSULTING FEES | CategoryTxt |
| Amt | $181,876 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $181,876 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXCISE TAXES | $2,211,100 | $0 | $0 | -$100,000 |
| PAYROLL TAXES | $121,471 | $0 | $0 | $121,471 |
| PROPERTY TAX | $107 | $0 | $0 | $107 |
| INVESTMENT FOREIGN TAXES | $0 | $114,788 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASSIVE FUND III | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5004 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851484620 | EIN |
| Desc | DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT | Desc |
| Amt | $15,000,000 | Amt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASSIVE FUND X | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1677 S Highway 198 | AddressLine1Txt |
| City | Payson | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832555283 | EIN |
| Desc | CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT | Desc |
| Amt | $500,000 | Amt |