Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
FRED C & MARY R KOCH FOUNDATION INC
 
% DUSTIN PERRY
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 or province, country, and ZIP or foreign postal code
WICHITA, KS672012256
A Employer identification number

48-6113560
B Telephone number (see instructions)

(316) 828-4994
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$32,310,564J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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).............. 390,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 170 170  
4 Dividends and interest from securities...... 516,768 516,768  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 309,167
b Gross sales price for all assets on line 6a 960,900
7 Capital gain net income (from Part IV, line 2)... 309,167
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).......      
12 Total. Add lines 1 through 11........ 1,216,105 826,105  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 11,876 7,976   3,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,363      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,250     6,250
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 515     515
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,004 7,976   10,665
25 Contributions, gifts, grants paid........ 1,338,075 1,238,075
26 Total expenses and disbursements. Add lines 24 and 25 1,373,079 7,976   1,248,740
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -156,974
b Net investment income (if negative, enter -0-) 818,129
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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...............      
2 Savings and temporary cash investments.......... 1,175,571 977,825 977,825
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 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........... 2,724 6,361 6,361
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,718,851 Click to see attachment3,718,851 3,744,445
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 25,620,494 Click to see attachment25,730,129 27,581,933
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,517,640 30,433,166 32,310,564
Liabilities 17 Accounts payable and accrued expenses.......... 1,500 6,500
18 Grants payable.................. 65,000 132,500
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).......... 66,500 139,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 30,451,140 30,294,166
25 Temporarily restricted................    
26 Permanently restricted................    
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 instructions)...... 30,451,140 30,294,166
31 Total liabilities and net assets/fund balances (see instructions).. 30,517,640 30,433,166
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 30,451,140
2 Enter amount from Part I, line 27a..................... 2 -156,974
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 30,294,166
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 30,294,166
Form 990-PF (2014)
Form 990-PF (2014)
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 EFPRP - LONG TERM P    
b MELLON - FINAL INVESTMENT DISTRIBUTION      
c OTHER PARTNERSHIPS - LONG TERM      
d OTHER PARTNERSHIPS - SHORT TERM      
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 770,660   495,788 274,872
b 4,648   0 4,648
c 185,592   0 185,592
d 0   155,945 -155,945
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       274,872
b       4,648
c       185,592
d       -155,945
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 2 309,167
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 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 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))
2013 1,669,981 31,378,696 0.05322
2012 1,988,971 30,537,459 0.065132
2011 2,046,698 31,454,310 0.065069
2010 1,954,001 31,460,360 0.06211
2009 1,508,261 30,901,951 0.048808
2 Total of line 1, column (d) ...................... 2 0.294339
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 0.058868
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 31,572,470
5 Multiply line 4 by line 3....................... 5 1,858,608
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,181
7 Add lines 5 and 6......................... 7 1,866,789
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,248,740
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.
Form 990-PF (2014)
Form 990-PF (2014)
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 16,363
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 16,363
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 16,363
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 22,724
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,724
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 6,361
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,361 RefundedBullet 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 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 instructions)
    bulletKS
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FMKFOUNDATION.ORG
    14
    The books are in care ofbulletDUSTIN PERRY Telephone no.bullet (316) 828-4994
    Located atbullet4111 E 37TH ST NWICHITAKS ZIP+4bullet672203298
    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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see 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 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). Click to see attachment
    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 (2014)
    Form 990-PF (2014)
    Page 7
    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 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
    ELIZABETH B KOCH PRESIDENT/DIRECTOR
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS67201
    DUSTIN PERRY TREASURER
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS67201
    PHILIP ELLENDER VICE PRESIDENT
    1.0     		0 0 0
    PO BOX 2256
    WICHITA,KS67201
    CHARLES G KOCH DIRECTOR
    0.25     		0 0 0
    PO BOX 2256
    WICHITA,KS67201
    DAVID H KOCH DIRECTOR
    0.25     		0 0 0
    PO Box 2256
    Wichita,KS67201
    RICHARD FINK DIRECTOR
    0.25     		0 0 0
    1515 N COURTHOUSE ROAD 200
    ARLINGTON,VA22201
    MEREDITH OLSON SECRETARY/GRANTS ADMINISTRATOR
    5.0     		0 0 0
    PO BOX 2256
    WICHITA,KS67201
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see 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 SCHOLARSHIP AWARDS: 196 INDIVIDUALS ENROLLED IN A COLLEGE OR UNIVERSITY IN THE U.S. OR CANADA WERE AWARDED SCHOARSHIPS. EACH FULL TIME STUDENT IS WORKING TOWARD AN UNDERGRAD DEGREE 392,000
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
    31,088,960
    b
    Average of monthly cash balances.......................
    1b
    964,309
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    32,053,269
    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
    32,053,269
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    480,799
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    31,572,470
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,578,624
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,578,624
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    16,363
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,363
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,562,261
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,562,261
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,562,261
    Part XII
    Qualifying Distributions (see 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
    1,248,740
    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
    0
    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
    1,248,740
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,248,740
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,562,261
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 419,460
    e From 2013....... 116,756
    fTotal of lines 3a through e......... 536,216
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,248,740
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 1,248,740
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 313,521 313,521
    (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 5 222,695
    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 instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		222,695
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 105,939
    d Excess from 2013.... 116,756
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 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).)
    NONE
    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 or e-mail address of the person to whom applications should be addressed:
    FRED MARY KOCH FDN GRANT ADM
    PO BOX 2256
    WICHITA,KS67201
    (316) 828-6083
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NEW SCHOLARSHIPS LIMITED TO DEPENDENTS OF FULL-TIME EMPLOYEES OF KOCH INDUSTRIES, INC. AND ITS SUBSIDIARIES. GRANTS GENERALLY LIMITED TO TAX-EXEMPT PUBLIC CHARITIES IN KANSAS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    Allen Lambe House Foundation
    255 N Roosevelt
    Wichita,KS67208     		None PF GENERAL SUPPORT 148,000
    Benedictine College
    1020 North 2nd Street
    Atchison,KS66002     		None PC EDUCATION SUPPORT 9,500
    Ellis Foundation
    PO Box 54
    Fort Scott,KS66701     		None PC EDUCATION SUPPORT 24,000
    Emporia State University Foundation
    1500 Highland Street
    Emporia,KS66801     		None PC EDUCATION SUPPORT 50,000
    Friends University
    2100 W University Street
    Wichita,KS672133397     		None PC EDUCATION SUPPORT 14,000
    Greater Wichita YMCA
    340 S Broadway 200
    Wichita,KS67202     		None PC GENERAL SUPPORT 5,000
    Kansas Council on Economic Education
    1845 Fairmount
    Wichita,KS672600203     		None PC GENERAL SUPPORT 15,000
    Kansas State University Foundation
    2323 Anderson Avenue
    Suite 500
    Manhattan,KS665022911     		None PC EDUCATION SUPPORT 30,000
    Koch Cultural Trust
    255 N Roosevelt
    Wichita,KS67208     		None PF GENERAL SUPPORT 139,000
    Marshall County Arts Cooperative
    PO Box 266
    Blue Rapids,KS66411     		None PC GENERAL SUPPORT 5,000
    Music Theatre of Wichita
    225 W Douglas
    Wichita,KS67202     		None PC GENERAL SUPPORT 23,000
    Newman University
    3100 McCormick Avenue
    Wichita,KS672132097     		None PC EDUCATION SUPPORT 14,000
    Symphony in the Flint Hills
    PO Box 441
    Strong City,KS668690441     		None PC GENERAL SUPPORT 13,750
    The Salvation Army
    Wichita City Command
    350 N Market
    Wichita,KS67202     		None PC GENERAL SUPPORT 5,000
    Washburn University Foundation
    1729 SW MacVicar Ave
    Topeka,KS666043128     		None PC EDUCATION SUPPORT 2,500
    Wichita Center for the Arts
    9112 East Central
    Wichita,KS67206     		None PC GENERAL SUPPORT 91,825
    Wichita Festivals Inc
    444 E William Street
    Wichita,KS67202     		None PC GENERAL SUPPORT 2,500
    Wichita State University
    1845 Fairmont
    Wichita,KS672600072     		None PC EDUCATION SUPPORT 14,000
    Wichita Symphony
    Century II
    225 West Douglas
    Wichita,KS67202     		None PC GENERAL SUPPORT 40,000
    Youth Entrepreneurs of Kansas
    4111 East 37th Street North
    Wichita,KS67220     		None PC GENERAL SUPPORT 200,000
    Aaron Brake
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Abigail Renner
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Abigail Wilson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Adam Cole
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Adriannte Etheridge
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Alex Brechbill
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Alicia Cotsoradis
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Amanda Lukhard
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Amanda Pass
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Amber Jurgensen
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Amy Cooke
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Andie Cunningham
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Andrew Cole
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Anthony Longoria
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ariane Kubena
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ashley Chang
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ashley Kolar
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Aubrey Smading
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Bailey Alwert
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Benjamin Blizzard
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Benjamin Seiler
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Benjamin White
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Bethany Witcher
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brandon Alex
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brandon McIntosh
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brandon Schultze
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brendan Mousley
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brenna Westemeir
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Bridget Rush
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brittany McEachern
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Brogan Becker
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Bryce Stout
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Bushra Rahman
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Caitlyn Baukal
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Caleb Hoover
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Carly Nelson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Caroline Menkes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Casey Kolbeck
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Charles Hardeman
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Charles Holloway
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Chris Grunewald
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Christina Meyer
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Christopher Gibson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Christopher Gutierrez
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Christopher Mason
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Colton Hughes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Connor Bourland
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Cooper Nichols
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Daniel Hawes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Danielle Dinsdale
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Danielle Marino
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    David Casey
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    David Ewers
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    David Steiner
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Dayton Winter
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Dean Menezes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Dominic Rudy
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Eleena Rieger
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Elizabeth Goentzel
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Elizabeth Graeff
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Elizabeth McDermott
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Emelia Rohl
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Emily Ramseyer
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Emily Rohleder
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Emily Yung
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Erica Edgerly
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Erin Murphy
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ervin Polasek
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Gabrielle Wiens
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Garrison LeRock
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Gavin Olson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Grace LeMaster
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Haley Permenter
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Holly Berdan
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ian Blankinship
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ivey Dyson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jacob Ewers
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jacob Spitz
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jacob Woolsey
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jake Leber
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    James Bonorden
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    James Frisbie
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    James Jansen
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jana Lundell
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jared Helfrich
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jason Clavelli
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jenna Cook
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jenna Lambert
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jennifer Latta
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jenny Diaz
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jessica Baucom
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jessica Fritsche
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jessica Keever
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jessica Mickey
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jill Palski
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Joanna Osborne
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jonathan Go
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jonathan Grunewald
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jonathan Schwinn
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jonathon Lavalle
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Jordan Lundell
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Joshua Gathright
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Joshua Hoover
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Joshua Yonkin
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Julianna Blischak
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Justin Baker
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kailee Stiles
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Katherine Spitz
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kathryn Haeska
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kathryn McIntosh
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kayla Schroeder
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kaylene Seurer
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kayley George
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kevin Shectman
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kristen Baber
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kristin Sontheimer
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Kristin Wilson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Lacey Huber
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Leah Henderson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Lexi Alexander
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Lincoln Blizzard
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Lindsay Smith
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Lindsey Colling
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Luis Pedraza Jr
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Mackenzie Cole
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Madelin Bender
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Madeline Engel
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Madison Minnich
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Maria Grant
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Marissa Schuett
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Matthew Clavelli
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Matthew Rotundo
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Matthew Zemanick
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    McKenzie Culotta
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michael Hardeman
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michael He
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michael Hinnen
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michael Moran
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michael Valdez
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michelle Fultz
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Michelle Jeng
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Mikaila Rushing
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Mikayla Fisher
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Morgan Crenshaw
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Natalie Jansen
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Natalie Lambert
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Nishant Raman
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Patrick Aupperle
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Patrick Yerkes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Peter Clark
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Peter Loomis
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Peyton Isbell
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Philip Fritsche
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Phillip Masterson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Preston Richey
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Rachel Macari
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Rachel Miller
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Rachel Price
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Robert Ehrlich
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Robert Short
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Robert Smock
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Ryan Malone
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Saajan Bhakta
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sakthi Rajendran
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sara Clayton
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sarah Makin
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sarah Sweigart
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Shaaz Fareed
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Shalini Ramgoolam
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Shane Siebken
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Shannon Wang
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Shelby Sementelli
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Shericka Bennett
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sheron Williams
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Simone Menezes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Siobhan Moynihan
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sloane Taylor
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Stepan Dilkes
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Stephanie Munson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Stephany Elmer
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Steven Harms
    4111 E 37th St N
    SUITE 212
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Suad Abdelaziz
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Sydney Kaufman
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Taryn Fox
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Taylor Isbell
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Taylor Kolbeck
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Taylor Murray
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Thomas Ming
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Tyler Franssen
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Tyler Furgerson
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Tyler Petter-McCauley
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Utah Cox
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Wallis Belcher
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    William Haycook
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Yue Yin Xia
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Zoe Tao
    4111 E 37th St N
    Wichita,KS67220     		None   Educational Scholarship 2,000
    Total .................................bullet 3a 1,238,075
    bApproved for future payment
    EMPORIA STATE UNIVERSITY FOUNDATION
    1500 HIGHLAND STREET
    EMPORIA,KS66801     		NONE PC KOCH CENTER FOR LEADERSHIP AND ETHICS SUPPORT 100,000
    Total .................................bullet 3b 100,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		    14 170  
    4 Dividends and interest from securities....     14 516,768  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 309,167  
    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)..   826,105  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13826,105
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    FRED C & MARY R KOCH FOUNDATION INC
     
    Employer identification number

    48-6113560
    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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    FRED C & MARY R KOCH FOUNDATION INC
          		Employer identification number

    48-6113560
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    KOCH INDUSTRIES INC  
    PO BOX 2256
     
    WICHITA, KS672012256

    		$390,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    FRED C & MARY R KOCH FOUNDATION INC
          		Employer identification number

    48-6113560
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    FRED C & MARY R KOCH FOUNDATION INC
          		Employer identification number

    48-6113560
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 ExpenditureResponsibilityStmt
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    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
     
          		255 N ROOSEVELT
    WICHITA,KS67208     		2013-01-23 137,000 SUPPORT KCT GRANT PROGRAM FOR THE YEAR 2013 119,122 NO     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.
     
          		255 N ROOSEVELT
    WICHITA,KS67208     		2014-02-03 139,000 SUPPORT KCT GRANT PROGRAM FOR THE YEAR 2014 121,876 NO     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.
     
          		255 N ROOSEVELT
    WICHITA,KS67208     		2013-01-03 97,095 SUPPORT THE 2013 ALF OPERATING AND RENOVATION EXPENSES. 75,275 NO     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.
     
          		255 N ROOSEVELT
    WICHITA,KS67208     		2014-02-03 98,000 SUPPORT THE 2014 ALF OPERATING AND RENOVATION EXPENSES. 57,941 NO     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 2014 InvestmentsCorpStockSchedule
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    Name of Stock End of Year Book Value End of Year Fair Market Value
    KOCH INDUSTRIES, INC.    
    PREFERRED STOCK 3,718,851 3,744,445

    TY 2014 InvestmentsOtherSchedule2
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GLEACHER DIVERSIFIED FUND   36,660 45,037
    EFPRP   25,693,469 27,536,896

    TY 2014 OtherExpensesSchedule
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 425     425
    CORPORATE FILING FEES 90     90


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 7,976 7,976    
    PROFESSIONAL FEES 3,900     3,900


    TY 2014 TaxesSchedule
    Name:
    FRED C & MARY R KOCH FOUNDATION INC
    EIN: 48-6113560
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 16,363