Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
CHARLES G KOCH CHARITABLE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2256   Room/suite
City or town, state, and ZIP code
WICHITA, KS672012256
A Employer identification number

48-0918408
B Telephone number (see page 10 of the instructions)

(316) 828-8286
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$242,332,070J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 42,034,259
2 Check bullet
3 Interest on savings and temporary cash investments 327,064 327,064  
4 Dividends and interest from securities...... 3,811,180 3,811,180  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,490,637
b Gross sales price for all assets on line 6a 27,655,247
7 Capital gain net income (from Part IV, line 2)... 4,490,637
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,628,844 1,628,304  
12 Total. Add lines 1 through 11........ 52,291,984 10,257,185  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 4,198,421     4,198,421
15 Pension plans, employee benefits....... 766,257     766,257
16a Legal fees (attach schedule)......... Click to see attachment 7,301 0 0 7,876
b Accounting fees (attach schedule)....... Click to see attachment 186,377 36,727 0 201,480
c Other professional fees (attach schedule).... Click to see attachment 989,305 54,650   937,442
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 227,588 78   24,194
19 Depreciation (attach schedule) and depletion... Click to see attachment 321,806    
20 Occupancy.............. 857,921     857,921
21 Travel, conferences, and meetings....... 515,711     517,853
22 Printing and publications.......... 95,271     95,271
23 Other expenses (attach schedule)....... Click to see attachment 157,513     157,754
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,323,471 91,455 0 7,764,469
25 Contributions, gifts, grants paid........ 10,123,369 11,096,508
26 Total expenses and disbursements. Add lines 24 and 25 18,446,840 91,455 0 18,860,977
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,845,144
b Net investment income (if negative, enter -0-) 10,165,730
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,840 77,842 77,842
2 Savings and temporary cash investments.......... 100,254,578 112,132,186 112,157,459
3 Accounts receivable bullet223,531
Less: allowance for doubtful accounts bullet   121,788 223,531 223,531
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 90,349 68,384 68,384
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet3,377,694
Less: accumulated depreciation (attach schedule) bullet   3,377,694 3,377,694 6,530,000
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 97,034,968 Click to see attachment117,935,513 122,232,350
14 Land, buildings, and equipment: basis bullet1,724,542
Less: accumulated depreciation (attach schedule) bullet682,038 1,324,022 Click to see attachment1,042,504 1,042,504
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 202,205,239 234,857,654 242,332,070
Liabilities 17 Accounts payable and accrued expenses.......... 120,059 29,937
18 Grants payable................... 4,137,478 3,034,871
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 4,257,537 3,064,808
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................ 197,947,702 231,792,846
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 197,947,702 231,792,846
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 202,205,239 234,857,654
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 197,947,702
2 Enter amount from Part I, line 27a...................... 2 33,845,144
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 231,792,846
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 231,792,846
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a EATON VANCE LOAN OPPORTUNITIES FUND      
b ABSOLUTE RETURN CREDIT PORTFOLIO      
c ZAZOVE ASSOCIATES, LLC - SALE OF BONDS      
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 21,529,573   20,160,556 1,369,017
b 4,117,480   1,181,085 2,936,395
c 2,008,195   1,822,970 185,225
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,369,017
b       2,936,395
c       185,225
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,490,637
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 19,551,962 155,141,798 0.126026
2008 15,476,965 170,704,588 0.090665
2007 10,080,287 127,673,989 0.078953
2006 8,276,208 76,656,070 0.107965
2005 4,646,986 47,843,504 0.097129
2 Total of line 1, column (d) ...................... 2 0.500738
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.100148
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 203,468,683
5 Multiply line 4 by line 3....................... 5 20,376,982
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 101,657
7 Add lines 5 and 6......................... 7 20,478,639
8 Enter qualifying distributions from Part XII, line 4.............. 8 18,901,264
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 203,315
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 203,315
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 203,315
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 203,149
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 45,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 248,149
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 44,834
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet44,834 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletDC, KS, VA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CGKFOUNDATION.ORG
    14
    The books are in care ofbulletHEATHER LOVE Telephone no.bullet (316) 828-8286
    Located atbullet4111 E 37TH ST NWICHITAKS ZIP+4bullet67220
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CHARLES CHASE KOCH DIRECTOR
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS672012256
    ELIZABETH ROBINSON KOCH DIRECTOR
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS672012256
    ELIZABETH B KOCH DIRECTOR
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS672012256
    CHARLES G KOCH DIRECTOR/ CHAIRMAN
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS672012256
    VONDA HOLLIMAN TREASURER
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS672012256
    JOY RAUM ASSISTANT SECRETARY
    1.0     		0 0 0
    1515 N COURTHOUSE RD SUITE 200
    ARLINGTON,VA22201
    BRIAN MENKES SECRETARY
    1.0     		0 0 0
    1515 N COURTHOUSE RD SUITE 200
    ARLINGTON,VA22201
    KEVIN L GENTRY VICE PRESIDENT
    1.0     		0 0 0
    1515 N COURTHOUSE RD SUITE 200
    ARLINGTON,VA22201
    RICHARD H FINK PRESIDENT/DIRECTOR
    1.0     		0 0 0
    1515 N COURTHOUSE RD SUITE 200
    ARLINGTON,VA22201
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LOGAN MOORE DIR OF OPERATIONS
    40.0     		165,000 3,410 1,440
    1515 N COURTHOUSE RD
    ARLINGTON,VA22201
    RYAN STOWERS PGM DIR HIGHER EDUC
    40.0     		155,000 9,683 1,440
    1515 N COURTHOUSE RD
    ARLINGTON,VA22201
    ARIANNE MASSEY PGM DIRECTOR TALENT
    40.0     		137,500 3,424 1,440
    1515 N COURTHOUSE RD
    ARLINGTON,VA22201
    CHRIS CARDIFF PGM OFF - MBM
    40.0     		130,000 9,683 1,440
    1515 N COURTHOUSE RD
    ARLINGTON,VA22201
    DAN JORJANI PGR OFFICER RESEARCH
    40.0     		127,045 8,876 1,440
    1515 N COURTHOUSE RD
    ARLINGTON,VA22201
    Total number of other employees paid over $50,000...................bullet 15
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 KOCH ASSOCIATES PROGRAM: SEE GENERAL EXPLANATION ATTACHMENT 2,541,122
    2 KOCH INTERNSHIP PROGRAM: SEE GENERAL EXPLANATION ATTACHMENT 641,323
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    107,811,780
    b
    Average of monthly cash balances.......................
    1b
    92,225,411
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    6,530,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    206,567,191
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    206,567,191
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    3,098,508
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    203,468,683
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    10,173,434
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    10,173,434
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    203,315
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    203,315
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,970,119
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    9,970,119
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    9,970,119
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    18,860,977
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    40,287
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    18,901,264
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    18,901,264
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 9,970,119
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:2008, 2007, 2006 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 2,267,221
    b From 2006....... 4,479,130
    c From 2007....... 3,779,603
    d From 2008....... 7,054,261
    e From 2009....... 11,912,574
    fTotal of lines 3a through e......... 29,492,789
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 18,901,264
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 9,970,119
    e Remaining amount distributed out of corpus 8,931,145
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 38,423,934
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		2,267,221
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		36,156,713
    10 Analysis of line 9:
    a Excess from 2006.... 4,479,130
    b Excess from 2007.... 3,779,603
    c Excess from 2008.... 7,054,261
    d Excess from 2009.... 11,912,574
    e Excess from 2010.... 8,931,145
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CHARLES G KOCH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    CHARLES G KOCH CHARITABLE FDN
    1515 N COURTHOUSE ROAD SUITE 200
    ARLINGTON,VA22201
    (703) 875-1600
    bThe form in which applications should be submitted and information and materials they should include:
    ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN ATTACHMENT 14 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5. CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT NO
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF MANKIND. BUILDING ON THIS KNOWLEDGE, THE CHARLES G. KOCH CHARITABLE FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS IN ORDER TO INTEGRATE THEORY AND PRACTICE. BY DOING SO, THE FOUNDATION STRIVES TO DEVELOP MARKET-BASED TOOLS THAT ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO PROSPER. THE CHARLES G. KOCH CHARITABLE FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED TO SUPPORT POSITIVE SOCIAL CHANGE. THE FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRST FAMILIARIZE THEMSELVES WITH THOSE DOMAINS BY EXAMINING THE FOUNDATION'S AREAS OF INTEREST. IN ADDITION, THE FOUNDATION PLACES SEVERAL LIMITATIONS ON THE REQUESTS IT CONSIDERS. 1. THE FOUNDATION PRIMARILY MAKES GRANTS TO SECTION 501(C)(3) PUBLIC CHARITIES. THE CHARLES G. KOCH CHARITABLE FOUNDATION DOES NOT SUPPOR
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTON INSTITUTE
    161 OTTAWA AVENUE NW
    SUITE 301
    GRAND RAPIDS,MI49503     		NONE PUBLIC EDUCATIONAL PROGRAMS 25,000
    ALEXANDER HAMILTON INSTITUTE
    21 WEST PARK
    CLINTON,NY13323     		NONE PUBLIC EDUCATIONAL PROGRAMS 14,160
    ALMA COLLEGE
    614 W SUPERIOR ST
    ALMA,MI48801     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,175
    AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
    1726 M STREET NW
    WASHINGTON,DC200364525     		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000
    AMERICAN SPECTATOR FOUNDATION
    1611 NORTH KENT ST
    SUITE 901
    ARLINGTON,VA22201     		NONE PUBLIC GENERAL OPERATING SUPPORT 10,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC200168130     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    ANDREW COLLEGE
    501 COLLEGE STREET
    CUTHBERT,GA39840     		NONE PUBLIC EDUCATIONAL PROGRAM 2,500
    ASSOCIATION OF PRIVATE ENTERPRISE EDUATION
    615 MCCALLIE AVENUE
    CHATTANOOGA,TN37403     		NONE PUBLIC EDUCATIONAL PROGRAMS 22,000
    ARKANSAS TECH UNIVERSITY
    1509 NORTH BOULDER AVE
    RUSSELLVILLE,AR72801     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,500
    ARTS & SCIENCES FOUNDATION INC
    103 SOUTH BUILDING
    CB 9100
    CHAPEL HILL,NC27599     		NONE PUBLIC EDUCATIONAL PROGRAMS 150,000
    ATHENS STATE UNIVERSITY FOUNDATION
    300 N BEATY ST
    ATHENS,AL356111902     		NONE PUBLIC EDUCATIONAL PROGAMS 7,000
    AZUSA PACIFIC UNIVERSITY
    PO BOX 7000
    901 E ALOSTA AVE
    AZUSA,CA917027000     		NONE PUBLIC EDUCATIONAL PROGAMS 22,000
    BALL STATE UNIVERSITY
    2000 UNIVERSITY AVENUE
    MUNCIE,IN47306     		NONE PUBLIC EDUCATIONAL PROGRAMS 16,300
    BARTON COLLEGE
    PO BOX 5000
    WILSON,NC27893     		NONE PUBLIC EDUCATIONAL PROGRAMS 3,360
    BAYLOR UNIVERSITY
    ONE BEAR PLACE
    WACO,TX76798     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    BELOIT COLLEGE
    700 COLLEGE STREET
    BELOIT,WI53511     		NONE PUBLIC EDUCATIONAL PROGRAMS 32,000
    BERRY COLLEGE
    PO BOX 495024
    MOUNT BERRY,GA301495024     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,600
    BETHEL COLLEGE
    1001 W MCKINLEY AVENUE
    MESHAWAKA,IN46545     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,505
    BILL OF RIGHTS INSTITUTE
    200 N GLEBE ROAD
    SUITE 200
    ARLINGTON,VA22203     		NONE PUBLIC EDUCATIONAL PROGRAMS 300,000
    BOISE STATE UNIVERSITY FOUNDATION
    2225 UNIVERSITY DRIVE
    BOISE,ID83706     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,550
    BROWN UNIVERSITY
    PO BOX 1844
    PROVIDENCE,RI02912     		NONE PUBLIC EDUCATIONAL PROGRAMS 116,978
    BUENA VISTA UNIVERSITY
    610 W 4TH STREET
    STORM LAKE,IA50588     		NONE PUBLIC EDUCATIONAL PROGRAMS 1,000
    CAMPBELL UNIVERSITY
    PO BOX 1145
    BUIES CREEK,NC27506     		NONE PUBLIC EDUCATIONAL PROGRAMS 13,600
    CAPITAL RESEARCH CENTER
    1513 16TH ST NW
    WASHINGTON,DC200361480     		NONE PUBLIC GENERAL OPERATING SUPPORT 20,000
    CHAPMAN UNIVERSITY
    1 UNIVERSITY DRIVE
    ORANGE,CA92866     		NONE PUBLIC EDUCATIONAL PROGRAMS 40,000
    CHARLESTON SOUTHERN UNIVERSITY
    9200 UNIVERSITY BOULEVARD
    CHARLESTON,SC29406     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,200
    CHRISTENDOM COLLEGE
    134 CHRISTENDOM DR
    FRONT ROYAL,VA22630     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,100
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		NONE PUBLIC EDUCATIONAL PROGRAMS 14,000
    CLEMSON UNIVERSITY
    165 SIRRINE HALL
    BOX 341301
    CLEMSON,SC296341301     		NONE PUBLIC EDUCATIONAL PROGRAMS 250,000
    CHRISTOPHER NEWPORT UNIV EDUCATION FOUNDATION
    1 UNIVERSAL PLACE
    NEWPORT NEWS,VA23606     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    COASTAL CAROLINA UNIVERSITY
    PO BOX 261954
    CONWAY,SC295286054     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,300
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,972
    COLLEGE OF CHARLESTON FOUNDATION
    66 GEORGE STREET
    CHARLESTON,SC29424     		NONE PUBLIC EDUCATIONAL PROGRAMS 29,919
    COLLEGE OF NEW JERSEY FOUNDATION
    2000 PENNINGTON ROAD
    TRENTON,NJ08628     		NONE PUBLIC EDUCATIONAL PROGRAMS 15,310
    COLLEGE OF WILLIAM & MARY
    PO BOX 8795
    WILLIAMBURG,VA231878795     		NONE PUBLIC EDUCATIONAL PROGRAMS 4,800
    COLORADO COLLEGE
    14 E CACHE LA POUDRE ST
    COLORADO SPRINGS,CO80903     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,000
    CRITICAL REVIEW FOUNDATION
    PO BOX 869
    HELOTES,TX78023     		NONE PUBLIC GENERAL OPERATING SUPPORT 8,000
    CALIFORNIA STATE UNIVERSITY - EAST BAY
    25800 CARLOS BEE BLVD
    HAYWARD,CA94542     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,000
    DELAWARE STATE UNIVERSITY FOUNDATION
    1200 NORTH DUPONT HIGHWAY
    DOVER,DE199012277     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,250
    DONORS TRUST
    109 NORTH HENRY ST
    ALEXANDRAI,VA22314     		NONE PUBLIC EDUCATIONAL PROJECT 25,000
    DUKE UNIVERSITY
    81 BEVERLY DRIVE
    DURHAM,NC27707     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,500
    DUQUESNE UNIVERSITY
    600 FORBES AVENUE
    PITTSBURGH,PA15282     		NONE PUBLIC EDUCATIONAL PROGRAMS 17,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
    601 WALNUT STREET
    SUITE 510
    PHILADELPHIA,PA19106     		NONE PUBLIC GENERAL OPERATING SUPPORT 175,000
    FLORIDA GULF COAST UNIVERSITY FOUNDATION
    1050 FGCU BOULEVARD SOUTH
    FORT MYERS,FL33965     		NONE PUBLIC EDUCATIONAL PROGRAMS 36,246
    FLORIDA STATE UNIVERSITY
    211 WESTCOTT BUILDING
    TALLAHASSEE,FL323061470     		NONE PUBLIC EDUCATIONAL PROGRAMS 350,544
    FOUNDATION FOR ECONOMIC EDUCATION
    30 S BROADWAY
    IRVINGTONONHUDSON,NY10533     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,000
    FRASER INSTITUTE
    1770 BURRARD ST 4TH FLOOR
    VANCOUVER,BRITISH COLUMBIA  
    CA     		NONE PUBLIC EDUCATIONAL PROGRAMS 150,000
    GEORGE FOX UNIVERSITY
    414 N MERIDIAN STREET
    NEWBERG,OR971322697     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,500
    GEORGE MASON UNIVERSITY FOUNDATION
    4400 UNIVERSITY DRIVE
    FAIRFAX,VA220304444     		NONE PUBLIC GENERAL OPERATING SUPPORT & EDUCATIONAL PROGRAMS 3,667,144
    GEORGE WASHINGTON UNIVERSITY
    805 21ST STREET NW
    WASHINGTON,DC20052     		NONE PUBLIC EDUCATIONAL PROGRAMS 15,000
    GEORGIA COLLEGE & STATE UNIVERSITY
    231 W HANCOCK ST
    MILLEDGEVILLE,GA31061     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    GEORGIA STATE UNIVERSITY FOUNDATION
    ONE PARK PLACE SOUTH
    ATLANTA,GA30303     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    GEORGIA TECH RESEARCH CORP
    505 TENTH STREET
    ATLANTA,GA303320420     		NONE PUBLIC EDUCATIONAL PROGRAMS 15,000
    GROVE CITY COLLEGE
    100 CAMPUS DRIVE
    3010
    GROVE CITY,PA16127     		NONE PUBLIC EDUCATIONAL PROGRAMS 32,214
    HAMPDEN-SYDNEY COLLEGE
    1 COLLEGE ROAD
    HAMPDEN SYDNEY,VA23943     		NONE PUBLIC EDUCATIONAL PROGRAMS 16,000
    HANOVER COLLEGE
    PO BOX 108
    HANOVER,IN47243     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,500
    HENDERSON STATE UNIVERSITY FOUNDATION
    1100 HENDERSON STREET
    ARKADELPHIA,AR719990001     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,515
    HILLSDALE COLLEGE
    33 E COLLEGE STREET
    HILLSDALE,MI49242     		NONE PUBLIC EDUCATIONAL PROGRAMS 26,000
    INDIANA UNIVERSITY
    107 S INDIANA AVENUE
    BLOOMINGTON,IN474057000     		NONE PUBLIC REFUND OF UNUSED FUNDS FROM 2009 GRANT -2,400
    INSTITUTE FOR HUMANE STUDIES
    3301 N FAIRFAX DR
    SUITE 440
    ARLINGTON,VA22201     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,159,500
    JACK MILLER CENTER
    111 PRESIDENTIAL BLVD
    146
    PHILADELPHIA,PA19004     		NONE PRIVATE EDUCATIONAL PROGRAMS 250,000
    JACKSONVILLE STATE UNIVERSITY FOUNDATION
    700 PELHAM ROAD NORTH
    JACKSONVILLE,AL36265     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    JAMES MADISON INSTITUTE
    PO BOX 37460
    TALLAHASSEE,FL32303     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    JAMES MADISON UNIVERSITY FOUNDATION
    800 SOUTH MAIN STREET
    HARRISONBURG,VA22807     		NONE PUBLIC EDUCATIONAL PROGRAMS 12,705
    LA SIERRA SCHOOL OF BUSINESS
    601 S MAIN STREET
    CORONA,CA91720     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    LAKELAND
    PO BOX 359
    SHEBOYGAN,WI530820359     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,000
    LINDENWOOD
    209 W KINGSHIGHWAY
    SAINT CHARLES,MO63301     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,000
    LOYOLA UNIVERSITY CHICAGO
    1032 W SHERIDAN RD
    CHICAGO,IL60660     		NONE PUBLIC REFUND OF UNUSED FUNDS FROM 2009 GRANT -1,316
    LOYOLA UNIVERSITY NEW ORLEANS
    6363 ST CHARLES AVENUE
    NEW ORLEANS,LA70118     		NONE PUBLIC EDUCATIONAL PROGRAMS 20,000
    LOUISIANA STATE UNIVERSITY FOUNDATION
    3838 WEST LAKESHORE DRIVE
    BATON ROUGE,LA70803     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,340
    MARKET BASED MANAGEMENT INSTITUTE
    4111 EAST 37TH ST N
    WICHITA,KS67220     		NONE PRIVATE GENERAL OPERATING SUPPORT 145,000
    MERCER UNIVERSITY
    1400 COLEMAN AVENUE
    MACON,GA31207     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,500
    METROPOLITAN STATE COLLEGE DENVER FOUNDATION
    1512 LARIMER STREET
    SUITE 900
    DENVER,CO802178424     		NONE PUBLIC EDUCATIONAL PROGRAMS 15,340
    UNIVERSITY OF MICHIGAN
    503 THOMPSON STREET
    ANN ARBOR,MI48109     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,607
    MICHIGAN STATE UNIVERSITY
    304 SOUTH CASE HALL
    EAST LANSING,MI48825     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,650
    MIDWESTERN STATE UNIVERSITY FOUNDATION
    3410 TAFT BLVD
    WICHITA FALLS,TX76308     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,800
    MILLIGAN COLLEGE
    PO BOX 500
    MILLIGAN COLLEGE,TN37682     		NONE PUBLIC EDUCATIONAL PROGRAMS 3,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA021394301     		NONE PUBLIC EDUCATIONAL PROGRAMS 45,480
    MONTANA STATE UNIVERSITY
    307D LINFIELD HALL
    BOZEMAN,MT597170292     		NONE PUBLIC EDUCATIONAL PROGRAMS 18,000
    MONTCLAIR STATE UNIVERSITY FOUNDATION
    1 NORMAL AVENUE
    MONTCLAIR,NJ07043     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,000
    MOREHEAD STATE UNIVERSITY
    202 HOWELL-MCDOWELL BLDG
    MOREHEAD,KY40351     		NONE PRIVATE GENERAL SUPPORT FOR RESEARCH 9,300
    NATIONAL REVIEW INSTITUTE
    233 PENNSYLVANIA AVE SE 3RD FLOOR
    WASHINGTON,DC20003     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    NATIONAL UNIVERSITY
    11255 NORTH TORREY PINES RD
    LA JOLLA,CA92037     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,500
    NETWORK OF ENLIGHTENED WOMEN
    1210 MASSACHUSETTS AVE NW
    WASHINGTON,DC20005     		NONE PUBLIC GENERAL OPERATING SUPPORT 2,500
    NEW YORK UNIVERSITY
    19 W 4TH STREET 6FL
    NEW YORK,NY10012     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    NORTH CAROLINA STATE UNIVERSITY
    CAMPUS BOX 7001
    RALEIGH,NC276957001     		NONE PUBLIC EDUCATIONAL PROGRAMS 4,000
    NORTHEASTERN STATE UNIVERSITY TAHLEQUAH
    705 N GRAND
    TAHLEQUAH,OK74464     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,400
    NORTHERN ILLINOIS RESEARCH FOUNDATION
    1425 WEST LINCOLN HWY
    DEKALB,IL601152828     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,000
    NORTHWEST OKLAHOMA STATE UNIVERSITY FOUNDATION
    709 OKLAHOMA BLVD
    ALVA,OK73717     		NONE PUBLIC EDUCATIONAL PROGRAMS 3,000
    NORTHWOOD UNIVERSITY - TEXAS CAMPUS
    1114 W FM 1382
    CEDAR HILL,TX751041204     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,000
    NORTHWOOD UNIVERSITY
    4000 WHITING DRIVE
    MIDLAND,MI48640     		NONE PUBLIC EDUCATIONAL PROGRAMS 40,000
    NOVIM GROUP
    2831 GARBER ST
    BERKELEY,CA94705     		NONE PUBLIC EDUCATIONAL PROGRAMS 150,000
    OGLETHORPE
    4484 PEACHTREE RD NE
    ATLANTA,GA30319     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,000
    OHIO UNIVERSITY
    PO BOX 869
    ATHENS,OH45701     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,000
    OHIO UNIVERSITY FOUNDATION
    BENTLEY ANNEX 415
    ATHENS,OH45701     		NONE PUBLIC EDUCATIONAL PROGRAMS 14,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST
    MALIBU,CA902634819     		NONE PUBLIC EDUCATIONAL PROGRAMS 18,950
    PHILANTHROPY ROUNDTABLE
    1150 17TH ST NW
    SUITE 503
    WASHINGTON,DC20036     		NONE PUBLIC GENERAL OPERATING SUPPORT 25,000
    PHILLIPS FOUNDATION
    ONE MASSACHUSETTS AVE NW
    SUITE 620
    WASHINGTON,DC20001     		NONE PRIVATE EDUCATIONAL PROGRAMS 25,000
    PHILLIPS SCHOOL OF BUSINESS HIGH POINT UNIVERSITY
    833 MONTLIEU AVENUE
    HIGH POINT,NC27262     		NONE PUBLIC EDUCATIONAL PROGRAMS 2,000
    PRESBYTERIAN COLLEGE
    503 SOUTH BROAD STREET
    CLINTON,SC29325     		NONE PUBLIC EDUCATIONAL PROGRAMS 2,200
    PROVIDENCE COLLEGE
    SOWA HALL 236
    PROVIDENCE,RI02918     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,250
    REGENT UNIVERSITY
    1000 REGENT UNIVERSITY DR
    VIRGINIA BEACH,VA234649800     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    RESEARCH FOUNDATION OF THE STATE UNIV OF NEW YORK
    101 BROAD STREET
    PLATTSBURGH,NY12901     		NONE PUBLIC EDUCATIONAL PROGRAMS 12,000
    RHODES COLLEGE
    2000 N PARKWAY
    MEMPHIS,TN38112     		NONE PUBLIC EDUCATIONAL PROGRAMS 28,000
    ROBERT MORRIS UNIVERSITY
    6001 UNIVERSITY BOULEVARD
    MOON TOWNSHIP,PA151081189     		NONE PUBLIC EDUCATIONAL PROGRAMS 1,500
    ROCKFORD COLLEGE
    5050 EAST STATE STREET
    ROCKFORD,IL61108     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    ROOSEVELT
    430 S MICHIGAN AVENUE
    CHICAGO,IL60605     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,950
    ROYAL INSTITUTION FOR ADV OF LEARNING
    855 SHERBROOKE ST W
    MONTREAL,QUEBECQC HCA2T7
    CA     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    RYAN FOUNDATION
    805 BROWER ROAD
    WAYNE,PA19087     		NONE PUBLIC EDUCATIONAL PROGRAMS 4,500
    SAGINAW VALLEY STATE UNIVERSITY
    7400 BAY RD BROWN 342
    UNIVERSITY CENTER,MI48710     		NONE PUBLIC EDUCATIONAL PROGRAMS 4,940
    SALISBURY UNIVERSITY FOUNDATION
    PO BOX 2655
    SALISBURY,MD218022655     		NONE PUBLIC EDUCATIONAL PROGRAMS 12,000
    SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22313     		NONE PUBLIC EDUCATIONAL PROGRAMS 50,000
    SAN JOSE STATE UNIVERSITY
    ONE WASHINGTON SQUARE
    SAN JOSE,CA95192     		NONE PUBLIC EDUCATIONAL PROGRAMS 16,500
    SARAH LAWRENCE COLLEGE
    1 MEAD WAY
    BRONXVILLE,NY10708     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,000
    SETON HALL UNIVERSITY
    400 SOUTH ORANGE AVENUE
    SOUTH ORANGE,NJ07079     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,131
    SKIDMOORE COLLEGE
    815 NORTH BROADWAY
    SARATOGA SPRINGS,NY12866     		NONE PUBLIC EDUCATIONAL PROGRAMS 3,800
    SMITHSONIAN INSTITUTE
    ASTROPHYSICAL OBSERVATORY
    60 GARDEN STREET
    CAMBRIDGE,MA021381516     		NONE PUBLC EDUCATIONAL PROGRAMS 55,000
    SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
    1235 DOUGLAS DRIVE
    CARBONDALE,IL629016805     		NONE PUBLIC EDUCATIONAL PROGRAMS 14,976
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750333
    DALLAS,TX752750333     		NONE PUBLIC EDUCATIONAL PROGRAMS 800
    ST CLOUD STATE UNIVERSITY FOUNDATION
    720 4TH AVENUE SOUTH
    SAINT CLOUD,MN563014498     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,500
    ST JOHN FISHER COLLEGE
    3690 EAST AVENUE
    ROCHESTER,NY14618     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,000
    ST JOHN'S UNIVERSITY
    8000 UTOPIA PARKWAY
    QUEENS,NY11439     		NONE PUBLIC EDUCATIONAL PROGRAMS 22,000
    ST LAWRENCE UNIVERSITY
    23 ROMODA DRIVE
    CANTON,NY13617     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    ST VINCENT
    300 FRASOR PURCHASE ROAD
    LATROBE,PA15650     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    STILLMAN COLLEGE
    PO BOX 1430
    TUSCALOOSA,AL35403     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    STONEHILL COLLEGE
    320 WASHINGTON ST
    EASTON,MA02357     		NONE PUBLIC EDUCATIONAL PROGRAMS 13,494
    STUDENTS FOR LIBERTY
    PO BOX 17321
    ARLINGTON,VA22216     		NONE PUBLIC EDUCATIONAL PROGRAMS 20,000
    SUFFOLK UNIVERSITY
    8 ASHBURTON PL
    BOSTON,MA021082770     		NONE PUBLIC EDUCATIONAL PROGRAMS 209,697
    TEXAS STATE UINVERSITY-SAN MARCOS
    601 UNIVERSITY DRIVE
    SAN MARCOS,TX78666     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    THE FUND FOR AMERICAN STUDIES
    1706 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20009     		NONE PUBLIC EDUCATIONAL PROGRAMS 80,000
    THE KING'S COLLEGE
    350 5TH AVENUE
    SUITE 1500
    NEW YORK,NY10118     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    TRINITY COLLEGE
    300 SUMMIT STREET
    HARTFORD,CT061063100     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,053
    TROY UNIVERSITY FOUNDATION INC
    216 ADAMS ADMINISTRATION BLDG
    TROY,AL36082     		NONE PUBLIC EDUCATIONAL PROGRAMS 240,000
    UB FOUNDATION SERVICES INC
    216 ADAMS ADMINISTRATION BLDG
    TROY,AL36082     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,960
    UNIVERSITY OF ALABAMA - HUNTSVILLE
    320 SPARKMAN DRIVE NSSTC 4040
    HUNTSVILLE,AL35805     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,000
    UNIVERSITY OF ALASKA FAIRBANKS
    PO BOX 755000
    FAIRBANKS,AK997755000     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,500
    UNIVERSITY OF ARIZONA FOUNDATION
    1111 NORTH CHERRY AVENUE
    TUSCON,AZ85719     		NONE PUBLIC EDUCATIONAL PROGRAMS 512,445
    UNIVERSITY OF ARKANSAS - LITTLE ROCK
    2801 SOUTH UNIVERSITY AVE
    LITTLE ROCK,AR722041099     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,855
    UNIVERSITY OF CALIFORNIA - DAVIS
    ONE SHIELDS AVENUE
    DAVIS,CA95616     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    UNIVERSITY OF CALIFORNIA - LOS ANGELES
    3250 SCHOOL OF PUBLIC AFFAIRS
    LOS ANGELES,CA900951656     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,500
    UNIVERSITY OF CALIFORNIA - RIVERSIDE FOUNDATION
    900 UNIVERSITY AVENUE
    RIVERSIDE,CA925210211     		NONE PUBLIC EDUCATIONAL PROGRAMS 15,000
    UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION
    UCR BOX 4986
    CONWAY,AR720354986     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,175
    UNIVERSITY OF COLORADO FOUNDATION
    1305 UNIVERSITY AVENUE
    BOULDER,CO80302     		NONE PUBLIC EDUCATIONAL PROGRAMS 20,000
    UNIVERSITY OF DALLAS
    1845 E NORTHGATE DRIVE
    IRVING,TX75062     		NONE PUBLIC EDUCATIONAL PROGRAMS 16,000
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK
    DAYTON,OH45469     		NONE PUBLIC EDUCATIONAL PROGRAMS 15,000
    UNIVERSITY OF HOUSTON
    4381 HARVEST LANE
    HOUSTON,TX772043011     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    UNIVERSITY OF ILLINOIS - SPRINGFIELD
    ONE UNIVERSITY PLAZA
    SPRINGFIELD,IL62703     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,375
    UNIVERSITY OF KENTUCKY
    769 WOODLAND AVE
    LEXINGTON,KY40526     		NONE PUBLIC EDUCATIONAL PROGRAMS 2,000
    UNIVERSITY OF LOUISVILLE
    2301 S 3RD ST
    LOUISVILLE,KY40292     		NONE PUBLIC EDUCATIONAL PROGRAMS 31,055
    UNIVERSITY OF MAINE - MACHIAS
    NINE OBRIEN AVENUE
    MACHIAS,ME046541321     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    UNIVERSITY OF MISSOURI - COLUMBIA
    904 VIRGINIA AVENUE
    COLUMBIA,MO652111230     		NONE PUBLIC EDUCATIONAL PROGRAMS 14,000
    UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL
    103 SOUTH BUILDING CB 9100
    CHAPEL HILL,NC27599     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,000
    UNIVERSITY OF NEBRASKA - OMAHA
    6001 DODGE STREET
    OMAHA,NE681820210     		NONE PUBLIC EDUCATIONAL PROGRAMS 10,000
    UNIVERSITY OF NEVADA RENO FOUNDATION
    1664 N VIRGINIA STREET
    RENO,NV895570208     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,000
    UNIVERSITY OF NOTRE DAME
    400 MAIN BUILDING
    NOTRE DAME,IN46556     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,650
    UNIVERSITY OF OKLAHOMA
    729 ELM AVENUE
    NORMAN,OK730190390     		NONE PUBLIC EDUCATIONAL PROGRAMS 3,000
    UNIVERSITY OF SAN DIEGO
    5998 ALCALA PARK
    SAN DIEGO,CA92110     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,317
    UNIVERSITY OF SOUTH FLORIDA FOUNDATION
    4202 E FOWLER AVENUE ALC100
    TAMPA,FL33620     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,000
    UNIVERSITY OF TEXAS AT EL PASO
    500 W UNIVERSITY DRIVE
    EDINBURG,TX79968     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,475
    UNIVERSITY OF TEXAS PAN AMERICAN FOUNDATION
    1201 W UNIVERSITY DRIVE
    EDINBURG,TX785392909     		NONE PUBLIC EDUCATIONAL PROGRAMS 18,300
    UNIVERSITY OF WASHINGTON
    BOX 353330
    SEATTLE,WA981953530     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,000
    UNIVERSITY OF WEST FLORIDA FOUNDATION INC
    11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514     		NONE PUBLIC EDUCATIONAL PROGRAMS 7,500
    UNIVERSITY OF WISCONSIN EAU CLAIRE
    105 GARFIELD AVE
    EAU CLAIRE,WI547024004     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,500
    UNIVERSITY OF WISCONSIN MADISON
    500 LINCOLN DRIVE
    MADISON,WI53706     		NONE PUBLIC EDUCATIONAL PROGRAMS 5,400
    UNIVERSITY OF RICHMOND
    28 WESTHAMPTON WAY
    RICHMOND,VA23173     		NONE PUBLIC EDUCATIONAL PROGRAMS 11,675
    UNIVERSITY OF SOUTH ALABAMA
    307 UNIVERSITY BLVD N
    MOBILE,AL36688     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,851
    UTAH STATE UNIVERSITY
    1400 OLD MAIN HI
    LOGAN,UT843221400     		NONE PUBLIC EDUCATIONAL PROGRAMS 170,000
    WAKE FOREST UNIVERSITY
    1834 WAKE FOREST ROAD
    WINSTON SALEM,NC27106     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,810
    WESLEYAN
    4760 FORSYTH ROAD
    MACON,GA31210     		NONE PUBLIC EDUCATIONAL PROGRAMS 9,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE 7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC EDUCATIONAL PROGRAMS 272,100
    WESTERN KENTUCKY UNIVERSITY FOUNDATION
    1906 COLLEGE HEIGHTS BLVD
    BOWLING GREEN,KY42101     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    WHITMAN COLLEGE
    345 BOYER AVENUE
    WALLA WALLA,WA99362     		NONE PUBLIC EDUCATIONAL PROGRAMS 6,000
    WINSTON-SALEM STATE UNIVERSITY
    601 MARTIN LUTHER KING DRIVE
    WINSTON SALEM,NC27110     		NONE PUBLIC EDUCATIONAL PROGRAMS 8,500
    WMU FOUNDATION
    1903 W MICHIGAN AVENUE
    KALAMAZOO,MI490085403     		NONE PUBLIC EDUCATIONAL PROGRAMS 14,090
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET
    NEW YORK,NY10033     		NONE PUBLIC EDUCATIONAL PROGRAMS 20,000
    GREATER WICHITA YMCA
    3330 N WOODLAWN
    WICHITA,KS672202202     		NONE PUBLIC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 11,192,922
    bApproved for future payment
    FLORIDA STATE UNIVERSITY
    211 WESTCOTT BUILDING
    TALLAHASSEE,FL323061470     		NONE PUBLIC EDUCATIONAL PROGRAMS 1,043,000
    GEORGE MASON UNIVERSITY FOUNDATION
    4400 UNIVERSITY DRIVE
    FAIRFAX,VA22030     		NONE PUBLIC EDUCATIONAL PROGRAMS 350,500
    SUFFOLK UNIVERSITY
    8 ASHBURTON PLACE
    BOSTON,MA02108     		NONE PUBLIC EDUCATIONAL PROGRAMS 75,839
    UNIVERSITY OF ARIZONA FOUNDATION
    1111 N CHERRY AVE
    PO BOX 210109
    TUSCON,AZ857210109     		NONE PUBLIC EDUCATIONAL PROGRAMS 600,000
    UTAH STATE UNIVERSITY
    UTAH STATE UNIVERSITY
    LOGAN,UT84322     		NONE PUBLIC EDUCATIONAL PROGRAMS 250,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    ONE WATERFRONT PLACE
    7TH FLOOR
    MORGANTOWN,WV265071650     		NONE PUBLIC EDUCATIONAL PROGRAMS 200,000
    CLEMSON UNIVERSITY
    165 SIRRIE HALL
    BOX 341301
    CLEMSON,SC296341301     		NONE PUBLIC EDUCATIONAL PROGRAMS 500,000
    Total ..................................bullet 3b 3,019,339
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 327,064  
    4 Dividends and interest from securities....     14 3,811,180  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     18 1,628,844  
    8Gain or (loss) from sales of assets other than inventory     18 4,490,637  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   10,257,725  
    13Total. Add line 12, columns (b), (d), and (e)...................
    1310,257,725
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    CHARLES G KOCH CHARITABLE FOUNDATION
     
    Employer identification number

    48-0918408
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    CHARLES G KOCH CHARITABLE FOUNDATION
          		Employer identification number

    48-0918408
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    CHARLES G KOCH    
    4111 E 37TH STREET N
       
    WICHITA, KS   67220

    		$42,034,259




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    CHARLES G KOCH CHARITABLE FOUNDATION
          		Employer identification number

    48-0918408
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    CHARLES G KOCH CHARITABLE FOUNDATION
          		Employer identification number

    48-0918408
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 149,650     201,480
    INVESTMENT ACCTG SERVICES FEES 36,727 36,727   0

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    TY 2010 DepreciationSchedule
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2010-01-01 366,620 94,736 SL   73,364      
    OFFICE EQUIPMENT 2010-01-01 46,659 3,806 SL   3,806      
    OFFICE FURNITURE 2010-01-01 270,325 43,423 SL   33,835      
    UNIMPROVED LAND 1988-05-13 3,377,694   L          
    LEASEHOLD IMPROVE 2010-01-01 1,000,652 218,268 SL   200,130      
    OFFICE EQUIPMENT   40,286   SL 5 10,670      

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    TY 2010 ExpenditureResponsibilityStmt
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    JACK MILLER CENTER
          		111 PRESIDENTIAL BOULEVARD SUITE 1
    PHILADELPHIA,PA19004     		2010-06-04 250,000 SUPPORT FOR WEEK-LONG SUMMER INSTITUTE PROGRAM CONDUCTED BY THE CENTER 250,000 NO 11/08/2010 FULL AND COMPLETE REPORT OF ALL EXPENDITURES   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
    MARKET-BASED MANAGEMENT INSTITUTE
          		4111 E 37TH STREET N
    WICHITA,KS67220     		2010-07-26 145,000 GENERAL OPERATING SUPPORT 145,000 NO 10/27/2011 FULL AND COMPLETE REPORT OF ALL EXPENDITURES   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
    THE PHILLIPS FOUNDATION
          		ONE MASSACHUSSETS AVENUE NW SUITE
    WASHINGTON,DC20001     		2010-05-26 25,000 SUPPORT FELLOWSHIP PROGRAM 8,650 NO 12/22/2010 FULL REPORT OF ALL GRANT EXPENDITURES   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
    MOREHEAD STATE UNIVERSITY
          		202 HOWELL-MCDOWELL BLDG
    MOREHEAD,KY40351     		2010-11-30 9,300 RESEARCH FELLOWSHIP 1,750 NO 11/02/2011 FULL REPORT OF ALL GRANT EXPENDITURES   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.

    TY 2010 GeneralExplanationAttachment
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Identifier Return Reference Explanation
    SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A KOCH ASSOCIATES PROGRAM: During 2010 the Charles G. Koch Charitable Foundation sponsored more than 145 individuals to participate in the Koch Associate Program. 27 Washington, D.C. area charitable organizations and 23 charitable organizations outside of Washington, D.C. were partners in the program. The Koch Associate Program was established to identify potential future leaders and entrepreneurs interested in liberty and help them develop the knowledge, skills, and experience necessary for careers in the nonprofit sector, including careers with market-oriented think tanks, policy institutes, and other educational institutions. For more information on this program, please visit the Foundation's website at: www.cgkfoundation.org KOCH INTERNSHIP PROGRAM: During 2010 the Charles G. Koch Charitable Foundation sponsored more than 67 individuals to participate in the Koch Internship Program. The Charles G. Koch Charitable Foundation Internship Program was established to develop the next generation of liberty-minded leaders, educators, and entrepreneurs. Over the course of the program, Interns engage in research and educational activities while learning and applying Market-Based Management. For more information on this program, please visit the Foundation's website at: www.cgkfoundation.org

    TY 2010 InvestmentsOtherSchedule2
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ZAZOVE FUND FMV 6,873,232 7,454,202
    EATON VANCE FUND FMV 53,295 322,199
    EXCELSIOR ABSOLUTE FUND FMV 52,714 99,039
    ELLIOT INTERNATIONAL FUND FMV 5,000,000 5,060,205
    HIGHLAND COMMINGLED FUND FMV 10,000,000 11,260,169
    MPAM FUND FMV 35,000,000 35,277,446
    PILOT TRAVEL CENTERS FMV 9,860,928 10,000,000
    PIMCO FUND FMV 26,345,344 27,675,757
    WEBER STEPHEN PRODUCTS FMV 24,750,000 25,083,333
    OTHER INVESTMENTS FMV 0 0

    TY 2010 LandEtcSchedule2
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 366,620 168,100 198,520  
    OFFICE EQUIPMENT 46,659 7,612 39,047  
    OFFICE FURNITURE 270,325 77,258 193,067  
    LEASEHOLD IMPROVE 1,000,652 418,398 582,254  
    OFFICE EQUIPMENT 40,286 10,670 29,616  


    TY 2010 LegalFeesSchedule
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 7,301     7,876


    TY 2010 OtherExpensesSchedule
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 52,850     52,850
    POSTAGE & DELIVERY 9,659     9,659
    BANK FEES 2,764     2,764
    SUPPLIES 47,196     47,196
    TELEPHONE 28,215     28,456
    MEMBERSHIP & DUES 6,498     6,498
    AWARDS/INCENTIVES 10,266     10,266
    MISCELLANEOUS 65     65


    TY 2010 OtherIncomeSchedule2
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - LAND RENT 540    
    OTHER INCOME - INVESTMENTS 1,628,304 1,628,304  


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL CONSULTING FEES 86,581     103,082
    INVESTMENT MANAGEMENT FEES 53,156 53,156   0
    LAND MAINTENANCE FEES 1,494 1,494   0
    WEBSITE FEES 72,113     72,113
    KAP 593,673     578,141
    CORPORATE FILING FEES 363     410
    OTHER PROFESSIONAL FEES 100,591     100,841
    RECRUITING FEES 12,537     12,537
    TEMPORARY HELP 31,910     31,910
    ADVERTISING FEES 2,797     2,797
    SPEAKER FEES 10,500     10,500
    ON-LINE SERVICE FEES 4,871     4,871
    EQUIPMENT/MAINTENANCE 18,719     20,240


    TY 2010 TaxesSchedule
    Name:
    CHARLES G KOCH CHARITABLE FOUNDATION
    EIN: 48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 203,316     0
    REAL ESTATE TAXES 78 78   0
    VA BUSINESS PROPERTY TAX 24,194     24,194