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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
KOCH FOUNDATION INC
 
% Robert L Koch II
Number and street (or P.O. box number if mail is not delivered to street address)10 S 11TH AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EVANSVILLE, IN477125020
A Employer identification number

35-6023372
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$54,939,570J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,359 5,359 0
4 Dividends and interest from securities... 756,491 756,491 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 -204,640
b Gross sales price for all assets on line 6a 2,121,322
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 1,057,210 761,850 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 48,483 48,483 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,363 16,931 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 75,846 65,414 0 0
25 Contributions, gifts, grants paid....... 1,887,876 1,887,876
26 Total expenses and disbursements. Add lines 24 and 25 1,963,722 65,414 0 1,887,876
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -906,512
b Net investment income (if negative, enter -0-) 696,436
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 3,096,309 259,894 259,894
2 Savings and temporary cash investments.........      
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 31,349,710 Click to see attachment33,127,502 52,103,650
c Investments—corporate bonds (attach schedule)....... 2,396,960 Click to see attachment2,530,089 2,576,026
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,842,979 35,917,485 54,939,570
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 29,268,118 29,768,118
27 Paid-in or capital surplus, or land, bldg., and equipment fund 7,574,861 6,149,367
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 36,842,979 35,917,485
30 Total liabilities and net assets/fund balances (see instructions). 36,842,979 35,917,485
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
36,842,979
2
Enter amount from Part I, line 27a .....................
2
-906,512
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
35,936,467
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
18,982
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,917,485
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1a
b
c
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
b
c
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
b
c
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  
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 9,680
c All other domestic foundations enter 1.39% 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 9,680
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 9,680
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 9680 7  
8 Enter any penalty for underpayment of estimated tax. Check here 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 9,680
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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 the instructions
for the 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)
    bullet
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletSusan E Parsons Telephone no.bullet (812) 465-9800

    Located atbullet10 S 11TH AVEEVANSVILLEIN ZIP+4bullet477125020
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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).
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Robert L Koch IIClick to see attachment President
    2.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Kevin R KochClick to see attachment Vice President
    2.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    James H MuehlbauerClick to see attachment Vice President
    2.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Susan E ParsonsClick to see attachment Treasurer
    2.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Jennifer K SladeClick to see attachment Secretary
    5.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    David M KochClick to see attachment Director
    1.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Brad J MuehlbauerClick to see attachment Director
    1.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Steven A ChurchClick to see attachment Director
    1.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Glen J MuehlbauerClick to see attachment Director
    1.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    Josh GilbergClick to see attachment Director
    1.00     		0 0 0
    14 S Eleventh Avenue
    Evansville,IN47712
    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
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    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  
    2  
    3  
    4  
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    45,512,746
    b
    Average of monthly cash balances.......................
    1b
    402,227
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    45,914,973
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    45,914,973
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    688,725
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    45,226,248
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,261,312
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,261,312
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,680
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    9,680
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,251,632
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,251,632
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,251,632
    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
    1,887,876
    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
    1,887,876
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,887,876
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,251,632
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 82,754
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,887,876
    a Applied to 2019, but not more than line 2a 82,754
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,805,121
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		446,511
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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:
    Koch Foundation Inc
    14 S Eleventh Avenue
    Evansville,IN47712
    (812) 465-9800
    jslade@kochllc.com
    bThe form in which applications should be submitted and information and materials they should include:
    Robert L Koch II 14 S Eleventh Avenue Evansville IN 47712
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    No specific format written with attached 501C3 certificate
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALS
    2258 Weldon Pkwy
    St Louis,MO63416     		No Relationship PC Charitable Contribution 1,000
    American Cancer Society
    Vogel Road Suite A
    Evansville,IN47715     		No Relationship PC Charitable Operations 1,000
    American Red Cross
    29 South Stockwell
    Evansville,IN47714     		No Relationship PC Capital Campaign 5,000
    Annunciation Parish
    3010 East Chandler
    Evansville,IN47714     		No Relationship PC Charitable Contributions 3,000
    Ark Crisis Prevention Nursery
    415 Lincoln Avenue
    Evansville,IN47713     		No Relationship PC Charitable Operations 1,500
    Arts Council of Southwestern Indian
    212 Main St
    Evansville,IN47708     		No Relationship PC Capital Campaign 5,000
    Audubon Kids Zone
    PO Box 2058
    Henderson,KY42419     		No Relationship PC Charitable Operations 20,000
    Aurora
    1100 Lincoln Avenue
    Evansville,IN47714     		No Relationship PC Charitable Operations 1,500
    Baylor University
    One Bear Place 97048
    Waco,TX76798     		No Relationship PC Scholarship 6,000
    Bishop Luers High School
    333 E Paulding Road
    Fort Wayne,IN46816     		No Relationship PC Charitable Operations 100
    Boys and Girls Club
    3415 Buckland Square
    Owensboro,KY42301     		No Relationship PC Charitable Operations 2,500
    Castle North Middle School PTO
    2800 Hwy 261
    Evansville,IN47724     		No Relationship PC Charitable Operations 500
    Catalyst Church Inc
    3232 Claremont Ave
    Evansville,IN47712     		No Relationship PC Charitable Operations 500
    Catholic Charities Bureau
    2111 Stringtown Rd
    Evansville,IN47711     		No Relationship PC Charitable Operations 800
    Catholic Education Foundation
    520 Benninghof Ave
    Evansville,IN47714     		No Relationship PC Charitable Operations 1,500
    Cedarville University
    251 N Main St
    Cedarville,OH72022     		No Relationship PC Charitable Operations 250
    Concordia Theological Seminary
    6600 N Clinton St
    Ft Wayne,IN46825     		No Relationship PC Charitable Operations 300
    Deaconess Hospital Foundation
    600 Mary Street
    Evansville,IN47710     		No Relationship PC Charitable Operations 10,100
    Dream Center
    PO Box 4793
    Evansville,IN47724     		No Relationship PC Charitable Operations 22,500
    Early Childhood Alliance
    3800 N Anthony Blvd
    Fort Wayne,IN46805     		No Relationship PC Charitable Operations 5,000
    Easter Seals of Southwestern Indian
    3701 Bellemeade Ave
    Evansville,IN47714     		No Relationship PC Charitable Operations 1,500
    Eminence Education Foundation
    291 West Broadway
    Eminence,KY40019     		No Relationship PC Charitable Operations 500
    Erlanger Foundation
    975 East Third St Suite B-508
    Chattanooga,TN37403     		No Relationship PC Charitable Operations 1,140
    Evansville ARC Foundation
    615 West Virginia St
    Evansville,IN47724     		No Relationship PC Charitable Operations 100
    Evansville Catholic Interparochial
    4200 N Kentucky Avenue
    Evansville,IN47711     		No Relationship PC Charitable Operations 12,900
    Evansville Day School
    3400 N Greenriver Rd
    Evansville,IN47715     		No Relationship PC Charitable Operations 4,000
    Evansville Museum of Arts Science
    411 S E Riverside Dr
    Evansville,IN47713     		No Relationship PC Charitable Operations 4,500
    Evansville Parks Foundation
    6621 Hogue Rd
    Evansville,IN47712     		No Relationship PC Capital Campaign 101,500
    Evansville Philharmonic Orchestra
    PO Box 84
    Evansville,IN47701     		No Relationship PC Charitable Operations 10,000
    Evansville Police Dept Foundation
    PO Box 3114
    Evansville,IN47730     		No Relationship PC Charitable Operations 1,000
    Evansville Racers Basketball Assoc
    8150 Maple Lane
    Evansville,IN47725     		No Relationship PC Charitable Operations 500
    Evansville Zoological Society
    1545 Mesker Park Drive
    Evansville,IN47720     		No Relationship PC Capital Campaign 57,250
    First Avenue Presbyterian Church
    418 First Avenue
    Evansville,IN47710     		No Relationship PC Charitable Operations 1,000
    Gildas Club
    5740 Vogel Road
    Evansville,IN47715     		No Relationship PC Charitable Operations 10,000
    Good Shepherd Catholic Church
    2301 N Stockwell Rd
    Evansville,IN47715     		No Relationship PC Charitable Operations 3,000
    Habitat for Humanity of Evansville
    1401 N Fares
    Evansville,IN47711     		No Relationship PC Capital Campaign 100,000
    Health Network Foundation
    33 River St
    Chagrin Falls,OH44022     		No Relationship PC Charitable Operations 2,500
    Heart of West Michigan United Way
    118 Commerce Ave SW
    Grand Rapids,MI49503     		No Relationship PC Charitable Operations 4,290
    Henderson Christian Community
    PO Box 363
    Henderson,KY42419     		No Relationship PC Charitable Operations 50,000
    Henderson Community College
    2660 S Green St
    Henderson,KY42420     		No Relationship PC Capital Campaign 25,000
    Henderson County Industrial Fnd
    PO Box 874
    Henderson,KY42419     		No Relationship PC Charitable Operations 15,000
    Henderson County Relay for Life
    PO Box 423
    Henderson,KY42419     		No Relationship PC Charitable Operations 1,500
    Hollys House
    PO Box 4125
    Evansville,IN47724     		No Relationship PC Charitable Operations 1,000
    Holy Name of Jesus Catholic School
    511 Second St
    Henderson,KY42420     		No Relationship PC Culture of Excellence Grant 17,000
    Holy Redeemer School
    918 Mill Road
    Evansville,IN47710     		No Relationship PC Charitable Operations 7,500
    Indiana Chamber of Commerce Fnd
    115 W Washington St Suite 850S
    Indianapolis,IN46204     		No Relationship PC Charitable Operations 2,500
    Indiana Guide Right Foundation
    PO Box 88933
    Indianapolis,IN46208     		No Relationship PC Capital Campaign 5,000
    Indiana University
    601 East Kirkwood Avenue
    Bloomington,IN47405     		No Relationship PC Scholarships 4,000
    Indiana University School of Medic
    515 Walnut St
    Evansville,IN47708     		No Relationship PC Capital Campaign 500,000
    Inspiring Autism Spectrum Families
    PO Box 5082
    Indianapolis,IN46204     		No Relationship PC Charitable Operations 1,000
    IU Foundation Cancer Research
    University Hospital Rm 1730
    Indianapolis,IN46202     		No Relationship PC Charitable Operations 7,500
    IUPUI
    PO Box 6020
    Indianapolis,IN46206     		No Relationship PC Scholarships 2,000
    Ivy Tech Foundation
    3501 First Avenue
    Evansville,IN47710     		No Relationship PC Capital Campaign 50,000
    Junior Achievement Henderson
    11195 Wing Ave
    Owensboro,KY42303     		No Relationship PC Charitable Operations 6,000
    Junior Achievement
    100 NW 2nd Ave Suite 112
    Evansville,IN47708     		No Relationship PC Charitable Operations 8,720
    Keep Evansville Beautiful
    223 Main St
    Evansville,IN47708     		No Relationship PC Charitable Operations 1,700
    Kennedy Krieger Institute
    707 N Broadway
    Baltimore,MD21205     		No Relationship PC Charitable Operations 200
    Kentucky Wesleyan College
    3000 Frederica Street
    Owensboro,KY42301     		No Relationship PC Charitable Operations 5,000
    Knot Today Inc
    9100 Purdue Road Ste 115
    Indianapolis,IN46268     		No Relationship PC Charitable Operations 3,000
    Koch Family Childrens Museum
    PO Box 122
    Evansville,IN47701     		No Relationship PC Capital Campaign 61,100
    Lampion Center
    655 S Hebron Ave
    Evansville,IN47714     		No Relationship PC Charitable Operations 2,000
    Marian Educational Outreach
    520 S Benninghof Ave
    Evansville,IN47713     		No Relationship PC Charitable Operations 1,000
    Mary Institute St Louis Day School
    101 North Warson Road
    St Louis,MO63124     		No Relationship PC Charitable Operations 250
    Maryville University
    13550 Conway Rd
    St Louis,MO63141     		No Relationship PC Charitable Operations 500
    Mater Dei High School
    1300 Harmony Way
    Evansville,IN47712     		No Relationship PC Charitable Operations 15,275
    Muscular Dystrophy Assn
    4770 Covert Ave Suite 211
    Evansville,IN47714     		No Relationship PC Charitable Operations 1,000
    National Kidney Foundation Inc
    1001 Craig Rd Suite 480
    St Louis,MO63146     		No Relationship PC Charitable Operations 1,000
    Norton Healthcare Foundation
    224 E Broadway 5th floor
    Louisville,KY40202     		No Relationship PC Charitable Operations 5,180
    One Acre Fund
    81 Prospect Street
    Brooklyn,NY11202     		No Relationship PC Charitable Operations 10,000
    Purdue University Foundation
    403 West Wood Street
    West Lafayette,IN47907     		No Relationship PC Charitable Operations 1,700
    Purdue University
    610 Purdue Mall
    West Lafayette,IN47907     		No Relationship PC Scholarships 8,000
    Purdue University Ft Wayne
    2101 E Coliseum Blvd
    Fort Wayne,IN46805     		No Relationship PC Scholarships 4,000
    Reitz Memorial Catholic High School
    1500 Lincoln Ave
    Evansville,IN47714     		No Relationship PC Charitable Operations 12,000
    Right to Life of Southwest Indiana
    20 NW Fourth St Suite 308
    Evansville,IN47708     		No Relationship PC Charitable Operations 4,400
    Riley Hospital Childrens Fund
    702 Barnhill Drive
    Indianapolis,IN46205     		No Relationship PC Charitable Operations 1,000
    Ronald McDonald Charities
    3540 Washington Ave
    Evansville,IN47714     		No Relationship PC Charitable Operations 900
    Salvation Army
    Po Box 4055
    Evansville,IN47724     		No Relationship PC Charitable Operations 1,000
    Signature School Foundation
    610 Main St
    Evansville,IN47708     		No Relationship PC Capital Campaign 50,000
    Siskin Rehabilitation Center
    529 Oak St
    Chattanooga,TN37403     		No Relationship PC Charitable Operations 3,280
    St John the Baptist School
    625 Frame Rd
    Newburgh,IN47630     		No Relationship PC Charitable Operations 7,492
    St Meinrad Archabbey School of Theo
    200 Hill Drive
    St Meinrad,IN47577     		No Relationship PC Charitable Operations 150
    Sts Peter and Paul School
    211 N Vine St
    Haubstadt,IN47639     		No Relationship PC Charitable Operations 2,275
    Susan G Komen Breast Cancer Fnd
    5005 LBJ Freeway Suite 370
    Dallas,TX75244     		No Relationship PC Charitable Operations 7,500
    The Literacy Center
    3411 A First Ave
    Evansville,IN47710     		No Relationship PC Charitable Operations 2,500
    The Nature Conservancy IN
    620 East Ohio St
    Indianapolis,IN46202     		No Relationship PC Charitable Operations 1,000
    United Elite FC Inc
    320 Eagle Crest Drive Ste E
    Evansville,IN47715     		No Relationship PC Charitable Operations 750
    United Way of Bluegrass
    100 Midland Ave 300
    Lexington,KY40508     		No Relationship PC Charitable Operations 312
    United Way of Central Indiana
    PO Box 88409
    Indianapolis,IN46208     		No Relationship PC Charitable Operations 4,602
    United Way of Greater St Louis
    PO Box 14507
    St Louis,MO63178     		No Relationship PC Charitable Operations 7,359
    United Way of Henderson County
    PO Box 1097
    Henderson,KY42419     		No Relationship PC Charitable Operations 132,953
    United Way of Louisville KY
    PO Box 4488
    Louisville,KY40204     		No Relationship PC Charitable Operations 4,747
    United Way of Metro Atlanta
    275 Pryor St Southwest
    Atlanta,GA30303     		No Relationship PC Charitable Operations 1,932
    United Way of Metro Nashville
    250 Venture Circle
    Nashville,TN37228     		No Relationship PC Charitable Operations 238
    United Way of Morgan County
    PO Box 1058
    Decatur,AL35602     		No Relationship PC Charitable Operations 3,601
    United Way on Natrona County
    PO Box 2046
    Casper,WY82602     		No Relationship PC Charitable Operations 3,372
    United Way of Southern West Virgini
    PO Box 5456
    Beckley,WV25801     		No Relationship PC Charitable Operations 4,921
    United Way of Southwestern Indiana
    210 Locust St
    Evansville,IN47708     		No Relationship PC Charitable Operations 256,594
    University of Evansville
    1800 Lincoln Ave
    Evansville,IN47722     		No Relationship PC Diversity Endowment 28,000
    University of Notre Dame
    1100 Grace Hall
    Notre Dame,IN46556     		No Relationship PC Charitable Operations 500
    USI Foundation
    8600 University Blvd
    Evansville,IN47712     		No Relationship PC Diversity Endowment 25,800
    Vanderbilt University
    2301 Vanderbilt Place
    Nashville,TN37240     		No Relationship PC Charitable Operations 100
    West Side Christian Church
    1200 N Red Bank Rd
    Evansville,IN47720     		No Relationship PC Charitable Operations 2,500
    Western Kentucky University
    1 Big Red Way
    Bowling Green,KY42101     		No Relationship PC Scholarships 4,000
    Westside Catholic Consolidated
    1626 Glendale Ave
    Evansville,IN47712     		No Relationship PC Charitable Operations 1,025
    Williamson Medical Center Fnd
    4321 Carothers Parkway Suite 603
    Franklin,TN37067     		No Relationship PC Charitable Operations 1,020
    WNIN Tri State Public Teleplex
    Two Main St
    Evansville,IN47708     		No Relationship PC Capital Campaign 10,000
    YMCA of Southwestern Indiana
    2222 NW 6th St
    Evansville,IN47708     		No Relationship PC Capital Campaign and Charitable Operations 54,500
    Young Life of Evansville
    PO Box 4375
    Evansville,IN47724     		No Relationship PC Charitable Operations 600
    Young Life of Newburgh
    5088 S Plaza Drive
    Newburgh,IN47630     		No Relationship PC Charitable Operations 750
    Youth First Foundation Inc
    401 SE Sixth St
    Evansville,IN47715     		No Relationship PC Charitable Operations 15,000
    YMCA
    118 Vine St
    Evansville,IN47708     		No Relationship PC Charitable Operations 1,000
    Whitfield Healthcare Foundation
    PO Box 1168
    Dalton,GA30722     		No Relationship PC Charitable Operations 1,100
    Institute for Quality Education
    101 W Ohio St
    Indianapolis,IN46204     		No Relationship PC Charitable Operations -1,252
    Total .................................bullet 3a 1,887,876
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 5,359 0
    4 Dividends and interest from securities....   0 14 756,491 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0 18 -204,637 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 557,213 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    557,213
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 9,680


    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    KOCH FOUNDATION INC
     
    Employer identification number

    35-6023372
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    KOCH FOUNDATION INC
          		Employer identification number
    35-6023372
    Part I
    Contributors
    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 Enterprises Inc
     
    14 S Eleventh Avenue
     
    Evansville, IN47712

    		$ 500,000


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    KOCH FOUNDATION INC
          		Employer identification number

    35-6023372
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    KOCH FOUNDATION INC
          		Employer identification number

    35-6023372
    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) (2020)
    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 2020 GainLossSaleOtherAssetsSch
    Name:
    KOCH FOUNDATION INC
    EIN:
    35-6023372
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ZOETIS INC COM ZTS   Purchase     28,860 26,456   0   0
    ADAPTIVE BIOTECHNOLOGIES CORP COM ADPT   Purchase     53,339 52,069   0   0
    ADAPTIVE BIOTECHNOLOGIES CORP COM ADPT   Purchase     50,088 48,453   0   0
    CHEVRON CORP NEW COM CVX   Purchase     19,126 24,392   0   0
    WABTEC CORP COM WAB   Purchase     20,961 24,168   0   0
    WABTEC CORP COM WAB   Purchase     53,913 62,922   0   0
    WABTEC CORP COM WAB   Purchase     48,438 60,896   0   0
    EVOLENT HEALTH   Purchase     30,163 63,457   0   0
    EXACT SCIENCES CORP   Purchase     41,409 83,826   0   0
    PARSLEY ENERGY INC   Purchase     30,136 104,500   0   0
    AMETEK INC COM   Purchase     56,151 91,509   0   0
    CARMAX INC KMX   Purchase     20,771 48,629   0   0
    LIVE NATION ENTERTAINMENT   Purchase     26,507 30,821   0   0
    KORNIT DIGITAL LTD ORD KRNT   Purchase     46,462 67,529   0   0
    DISNEY WALT CO   Purchase     100,217 135,056   0   0
    DOLBY LABORATORIES INC COM DLB   Purchase     94,219 113,598   0   0
    INTERNATIONAL BUS MACH CORP IBM   Purchase     54,009 73,690   0   0
    PLANET FITNESS INC   Purchase     45,977 46,753   0   0
    ZYLEM ZYL   Purchase     145,475 174,918   0   0
    INTERNATIONAL BUS MACH CORP IBM   Purchase     29,327 37,454   0   0
    PAYPAL HOLDINGS INC COM PYPL   Purchase     12,873 8,102   0   0
    WALMART INC COM WMT   Purchase     42,897 42,995   0   0
    CARMAX INC KMX   Purchase     44,253 47,711   0   0
    CHEVRON CORP NEW COM CVX   Purchase     43,615 60,327   0   0
    INTERNATIONAL BUS MACH CORP IBM   Purchase     91,648 85,181   0   0
    CHEVRON CORP NEW COM CVX   Purchase     108,236 139,541   0   0
    ECOLAB INC ECL   Purchase     50,014 48,168   0   0
    TRANSDIGM GROUP INC   Purchase     17,285 18,417   0   0
    EVOLENT HEALTH INC   Purchase     54,247 33,884   0   0
    PURE STORAGE INC CL PSTG   Purchase     120,114 119,183   0   0
    REPAY HLDGS COPR COM CL A RPAY   Purchase     33,780 24,450   0   0
    ABIOMED INC COM   Purchase     23,343 14,596   0   0
    DOCUSIGN INC COM   Purchase     58,016 18,015   0   0
    TELADOC HEALTH INC COM   Purchase     19,727 7,070   0   0
    Touchstone Flexible Income Fund   Purchase     300,000 287,226   0   0
    Vanguard INTL GRW ADML   Purchase     105,726 0   0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    KOCH FOUNDATION INC
    EIN:
    35-6023372
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Bonds 2,530,089 2,576,026

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KOCH FOUNDATION INC
    EIN:
    35-6023372
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Stocks 33,127,502 52,103,650

    TY 2020 OtherDecreasesSchedule
    Name:
    KOCH FOUNDATION INC
    EIN:
    35-6023372
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Variance changes 18,982


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KOCH FOUNDATION INC
    EIN:
    35-6023372
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees 48,483 48,483 0 0


    TY 2020 TaxesSchedule
    Name:
    KOCH FOUNDATION INC
    EIN:
    35-6023372
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 10,432 0 0 0
    Foreign Tax Paid 16,931 16,931 0 0