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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Charles Koch Foundation
 
% KARA HARTNETT
Number and street (or P.O. box number if mail is not delivered to street address)1320 N Courthouse Rd Suite 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Arlington, VA22201
A Employer identification number

48-0918408
B Telephone number (see instructions)

(571) 290-6811
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$813,753,220
J 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) 52,318,418
2 Check bullet.............
3 Interest on savings and temporary cash investments 15,072,765 15,072,765  
4 Dividends and interest from securities... 0 14,682,280  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 60,988,304
7 Capital gain net income (from Part IV, line 2)... 60,988,304
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)....... 1,330,373 25,445,808  
12 Total. Add lines 1 through 11........ 68,721,556 116,189,157  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 579,873     579,873
14 Other employee salaries and wages...... 4,264,947     4,286,234
15 Pension plans, employee benefits....... 276,317     153,140
16a Legal fees (attach schedule)......... 394 0 0 394
b Accounting fees (attach schedule)....... 76,576 6,892 0 91,297
c Other professional fees (attach schedule).... 359,184 114,556   425,250
17 Interest............... 0 8,493,813    
18 Taxes (attach schedule) (see instructions)... 3,741,805 167,378   395,739
19 Depreciation (attach schedule) and depletion...   0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 354,407     339,815
22 Printing and publications.......... 3,292     3,292
23 Other expenses (attach schedule)....... 111,703 22,182,772   112,690
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,768,498 30,965,411 0 6,387,724
25 Contributions, gifts, grants paid....... 93,802,357 92,988,357
26 Total expenses and disbursements. Add lines 24 and 25 103,570,855 30,965,411 0 99,376,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -34,849,299
b Net investment income (if negative, enter -0-) 85,223,746
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 58,437 48,605 48,605
2 Savings and temporary cash investments......... 86,050,333 91,610,651 91,610,651
3 Accounts receivable bullet492
Less: allowance for doubtful accounts bullet   77,022 492 492
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.......... 552,306 2,957,256 2,957,256
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,450,000
Less: accumulated depreciation (attach schedule) bullet   355,213 1,450,000 1,450,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 374,996,813 Click to see attachment717,686,216 717,686,216
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) 462,090,124 813,753,220 813,753,220
Liabilities 17 Accounts payable and accrued expenses.......... 1,426,696 1,486,037
18 Grants payable................. 4,686,000 5,500,000
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)......... 6,112,696 6,986,037
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........... 455,977,428 806,767,183
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 455,977,428 806,767,183
30 Total liabilities and net assets/fund balances (see instructions). 462,090,124 813,753,220
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
455,977,428
2
Enter amount from Part I, line 27a .....................
2
-34,849,299
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
385,639,054
4
Add lines 1, 2, and 3 ..........................
4
806,767,183
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 29 .
6
806,767,183
Form 990-PF (2021)
Form 990-PF (2021)
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 60,988,304
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,184,610
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 1,184,610
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,000,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,815,390
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet815,390 RefundedBullet 11 2,000,000
Part VI-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? Click to see attachment....................
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 changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.Click to see attachment
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC, KS, VA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 Click to see list of attachments.............
    11
    Yes
     
    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.CHARLESKOCHFOUNDATION.ORG
    14
    The books are in care ofbulletKARA HARTNETT Telephone no.bullet (571) 290-6811

    Located atbullet1320 N COURTHOUSE RD STE 300ARLINGTONVA ZIP+4bullet22201
    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 2021, 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 VI-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? ...........
    1a(1)
    Yes
     
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    CHARLES CHASE KOCH DIRECTOR/VICE CHAIRMAN
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    ELIZABETH B KOCH DIRECTOR
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    CHARLES G KOCH DIRECTOR/CHAIRMAN
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    BRIAN MENKES SECRETARY
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    DALE GIBBENS DIRECTOR
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    RYAN STOWERS EXECUTIVE DIRECTOR
    50.0
    367,889 46,310 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    KARA HARTNETT Treasurer
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    DAVE ROBERTSON DIRECTOR
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    BRIAN HOOKS DIRECTOR
    1.0
    0 0 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    JONATHAN FRANKLIN COO
    50.0
    211,984 34,865 0
    1320 N COURTHOUES RD SUITE 400
    ARLINGTON,VA22201
    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
    CHARLES RUGER VP, PHILANTHROPY
    50.0
    218,776 6,419 0
    1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    BRETT HINKEY SR. PROGRAM OFFICER
    50.0
    237,589 42,443 0
    1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    STEPHEN SWEET PROGRAM OFFICER
    50.0
    182,766 38,761 0
    1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    BRENNAN BROWN DIRECTOR, HIGHER ED.
    50.0
    212,052 42,214 0
    1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    KENNETH KNUEVEN SR. PROGRAM OFFICER
    50.0
    198,911 36,066 0
    1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    Total number of other employees paid over $50,000...................bullet 35
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    1888 MANAGEMENT LLC INVESTMENT MGMT SVCS 55,870
    PO BOX 5004
    WICHITA,KS672015004
    PRAIRIE CAPITAL MANAGEMENT LLC INVESTMENT MGMT SVCS 87,220
    4900 MAIN ST SUITE 700
    KANSAS CITY,MO64112
    BKD LLP TAX RETURN PREP SVCS 76,576
    1201 WALNUT ST STE 1700
    KANSAS CITY,MO641062246
    COMMON GROUP LLC RESEARCH SERVICES 164,800
    1853 WEBSTER ST
    SAN FRANCISCO,CA94115
    GSV SUMMIT LLC RESEARCH SERVICES 55,000
    875 N MICHIGAN AVENUE SUITE 3520
    CHICAGO,IL60611
    Total number of others receiving over $50,000 for professional services.............bullet7
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    68,213,062
    c
    Fair market value of all other assets (see instructions)................
    1c
    613,795,272
    d
    Total (add lines 1a, b, and c).........................
    1d
    682,008,334
    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
    682,008,334
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    10,230,125
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    671,778,209
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    33,588,910
    Part X
    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 IX, line 6..................
    1
    33,588,910
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,184,610
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,184,610
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,404,300
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    229,508
    5
    Add lines 3 and 4............................
    5
    32,633,808
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    32,633,808
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 32,633,808
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 50,983,034
    b From 2017...... 62,499,087
    c From 2018...... 91,068,230
    d From 2019...... 112,313,380
    e From 2020...... 76,520,082
    f Total of lines 3a through e ........ 393,383,813
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 99,376,081
    a Applied to 2020, 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 2021 distributable amount..... 32,633,808
    e Remaining amount distributed out of corpus 66,742,273
    5 Excess distributions carryover applied to 2021.    
    (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 5 460,126,086
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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) .......
    52,318,418
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    407,807,668
    10 Analysis of line 9:
    a Excess from 2017.... 61,163,703
    b Excess from 2018.... 91,068,230
    c Excess from 2019.... 112,313,380
    d Excess from 2020.... 76,520,082
    e Excess from 2021.... 66,742,273
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    CHARLES G KOCH
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHARLES KOCH FOUNDATION
    1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    (571) 290-6811
    bThe form in which applications should be submitted and information and materials they should include:
    ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN THIS ATTACHMENT SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5.CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT N
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE CHARLES KOCH FOUNDATION SUPPORTS STUDENTS AND SCHOLARS PURSING RESEARCH AND EXPANDING EDUCATIONAL PROGRAMS THAT HELP PEOPLE REACH THEIR FULL POTENTIONAL THROUGH WORK ON POVERTY, IMMIGRATION, CRIMINAL JUSTICE REFORM, FREE EXPRESSION, AND OTHER CRITICAL ISSUES. THE FOUNDATION GENERALLY SUPPORTS ONLY INTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIES AND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITED STATES. GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLY NOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BE CONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUAL GRANT PROGRAM. THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOR OVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILAR INSTITUTIONS. OVERHEAD INCLUDES, BUT IS NOT LIMITED TO, INSUFFICIENTLY SPECIFIED AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Padla
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Hispanic Scholarship Fund
    1411 W 190th Street Suite 700
    Gardena,CA90248
    NONE PC General operating support 250,000
    Southwest Baptist University
    1600 University Ave
    Bolivar,MO65613
    NONE PC General operating support 11,000
    Calvo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Horton
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Selander
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Tufts University
    Trustees of Tuft College Eaton Hal
    Medford,MA02155
    NONE PC General operating support 428,596
    Robinson
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Zou
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Winston-Salem State University
    601 Martin Luther King Jr Dr
    Winston Salem,NC27110
    NONE GOV General operating support 650,000
    Ortiz-Blanes
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 16,000
    Western Kentucky University
    1906 College Heights Blvd
    Bowling Green,KY42101
    NONE PC General operating support 5,000
    Gullett
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    St John's University
    8000 Utopia Pkwy
    Queens,NY11439
    NONE PC General operating support 79,500
    Shuman
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,000
    Western Governors University
    4001 South 700 East
    Salt Lake City,UT84107
    NONE SO I General operating support 1,191,150
    Cheney
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 11,000
    New Civil Liberties Alliance
    1225 19th Street NW Suite 450
    Washington,DC20036
    NONE PC Educational Programs 15,418
    Wake Forest University
    1834 Wake Forest Road
    Winston Salem,NC27106
    NONE PC General operating support 44,548
    Galindo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    George Mason University Foundation
    4400 University Dr MS 1A3
    Fairfax,VA220304444
    NONE PC General operating support 14,880,000
    Clark
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Johnson
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 20,807
    University of Texas - Austin
    1 University Sta
    Austin,TX78712
    NONE GOV General operating support 1,000,000
    Latzer
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Clemson University
    201 Sikes Hall
    Clemson,SC296341301
    NONE GOV General operating support 345,000
    DeMelis
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Western Resources Legal Center
    5100 SW Macadam Avenue Suite 340
    Portland,OR97239
    NONE PC General operating support 444,000
    Porter
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    La Sierra University
    4500 Riverwalk Pkwy
    Riverside,CA92515
    NONE PC General operating support 19,000
    Mann
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Regents University of California Los Angeles
    10920 WILTSHIRE BLVD STE 620
    Los Angeles,CA90024
    NONE PC General operating support 5,000
    Russo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Mina
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 9,500
    Vogt
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 37,000
    Narrative 4 Inc
    45 West 73rd Street Suite 5
    New York,NY10023
    NONE PC Educational Programs 16,308
    Kudisch
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 17,236
    Turner
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 13,600
    Carnegie Endowment for International Peace
    1779 Massachusetts Ave NW
    Washington,DC20036
    NONE PC Educational Programs 8,967
    Texas Southern University Foundation
    3100 CLEBURNE STREET
    HOUSTON,TX77004
    NONE PC General operating support 522,750
    Vachaparambil
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Zouantcha
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Western Michigan University
    1903 W Michigan Ave
    Kalamazoo,MI490085330
    NONE PC General operating support 107,056
    Manhattan Institute for Policy Research
    52 Vanderbilt Avenue 3rd Floor
    New York,NY10017
    NONE PC Educational Programs 1,106
    Mueller
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 15,400
    College of Charleston Foundation
    66 George Street
    Charleston,SC29424
    NONE PC General operating support 21,300
    Schneider
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Burmeister
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of Alabama
    Tuscaloosa
    Tuscaloosa,AL35487
    NONE PC General operating support 22,000
    Buechler
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Florida State University Foundation
    2010 Levy Avenue PO Box 3062739
    Tallahassee,FL323062739
    NONE PC General operating support 612,600
    Santiago
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Lehrer-Small
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 27,400
    Hallum
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 14,000
    Gunter
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 17,992
    Regent University
    1000 Regent University Dr
    Virginia Beach,VA234649800
    NONE PC General operating support 10,000
    University of Utah
    390 S 1530 E Room 502
    Salt Lake City,UT84112
    NONE PC General operating support 1,721,107
    Baylor University
    1 Bear Pl
    Waco,TX76798
    NONE PC General operating support 495,250
    Harvard University
    President and Fellows of Harvard Co
    Cambridge,MA021383001
    NONE PC General operating support 1,538,366
    Kabambi
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,019
    Southern Methodist University
    6425 Boaz Ln
    Dallas,TX75205
    NONE PC General operating support 642,599
    Rochester Institute of Technology
    One Lomb Memorial Drive
    Rochester,NY14623
    NONE PC General operating support 99,095
    The Phoenix
    2239 Champa Street
    Denver,CO80205
    NONE PC Educational Programs 458
    Scalzo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    UNC School of Government Foundation
    CB 3330 KNAPP-SANDERS BUILDING
    Chapel Hill,NC27599
    NONE PC General operating support 538,000
    American Council of Trustees and Alumni
    1726 M Street NW Suite 802
    Washington,DC200364525
    NONE PC Educational Programs 4,769
    Antose
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Creighton University
    2500 California Plz
    Omaha,NE68178
    NONE PC General operating support 192,600
    Sherman
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 20,806
    University of Rochester
    317 Lattimore Hall po Box 270401
    Rochester,NY146270401
    NONE PC General operating support 22,600
    Wang
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    The Heritage Foundation
    214 Massachusetts Avenue NE
    Washington,DC20002
    NONE PC Educational Programs 15,244
    Florida State University
    600 W College Avenue
    Tallahassee,FL32306
    NONE PC General operating support 40,000
    University of North Carolina - Chapel Hill
    University of North Carolina at Cha
    Chapel Hill,NC27599
    NONE PC General operating support 1,767,851
    St Anselm College
    100 Saint Anselm Dr
    Manchester,NH03102
    NONE PC General operating support 143,673
    Davis
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 4,400
    Mena
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 17,200
    Rice University
    PO Box 1892 Ctr Ms-521
    Houston,TX772511892
    NONE PC General operating support 602,000
    Grove City College
    100 Campus Dr
    Grove City,PA16127
    NONE PC General operating support 49,500
    Mina
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 9,500
    Samford University
    800 Lakeshore Dr
    Birmingham,AL35229
    NONE PC General operating support 20,000
    University of Nevada Las Vegas Foundation
    4505 S Maryland Pkwy Box 451006
    Las Vegas,NV891541006
    NONE PC General operating support 69,700
    New York University
    19 W 4th St
    New York,NY10012
    NONE PC General operating support 3,735,281
    Pucciarelli
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    SkillUp Coalition
    548 Market St
    San Francisco,CA94104
    NONE PC Educational Programs 5,000
    National Right to Work Legal Defense and Education
    8001 Braddock Road Suite 600
    Springfield,VA22150
    NONE PC Educational Programs 12,875
    Florida Atlantic University Foundation
    777 Glades Rd
    Boca Raton,FL33431
    NONE PC General operating support 26,000
    Hart
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Pacific Research Institute
    One Embarcadero Center Suite 350
    San Francisco,CA94111
    NONE PC Educational Programs 3,500
    University of Southern California
    3670 Trousdale Parkway Ste 308 Brg
    Los Angeles,CA900890071
    NONE PC General operating support 2,107,425
    Piatt
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Lam
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 18,232
    Cairn University
    200 Manor Avenue
    Langhorne,PA19047
    NONE PC General operating support 60,000
    Castillo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Claremont Graduate University
    150 E 10th St
    Claremont,CA91711
    NONE PC General operating support 680,751
    Subramanian
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Patel
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of Maryland College Park Foundation
    403 CALVERT ROAD
    COLLEGE PARK,MD20740
    NONE PC General operating support 533,000
    University of Colorado - Boulder
    1406 Caria Dr
    Boulder,CO803041521
    NONE PC General operating support 649,318
    Emergent Order Foundation Inc
    4450 Frontier Trail
    Austin,TX78745
    NONE PC Educational Programs 17,000
    Zhuang
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Chisenhall
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,006
    BRG Institute
    2200 Powell Street Suite 1200
    Emeryville,CA94608
    NONE PC General operating support 475,000
    Metropolitan State University of Denver Foundation
    1512 Larimer Street Suite 900 Cam
    Denver,CO80217
    NONE PC General operating support 10,000
    Peloton U
    500 East St Johns Ave Suite 146
    Austin,TX78752
    NONE PC General operating support 200,000
    University of Kansas
    110 Burge Union 1601 Irving Hill Rd
    Lawrence,KS66045
    NONE PC General operating support 80,000
    Virginia Tech Foundation
    University Gateway Center 902 PRICE
    BLACKSBURG,VA24601
    NONE PC General operating support 259,604
    Hawaii Pacific University
    1132 Bishop St Ste 502
    Waipahu,HI96813
    NONE PC General operating support 150,000
    Bill of Rights Institute
    1310 North Courthouse Road Suite 6
    Arlington,VA22201
    NONE PC General operating support 200,000
    Roanoke College
    221 College Ln
    Salem,VA24153
    NONE PC General operating support 16,000
    Baron
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Prude
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,000
    Tynan
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    To The Village Square Inc
    PO Box 10352
    Tallahassee,FL323022352
    NONE PC Educational Programs 11,692
    Coastal Education Foundation
    PO Box 261954
    Conway,SC29528
    NONE PC General operating support 14,640
    Texas A&M Foundation
    241 Wisenbaker Engineering Research
    College Station,TX778433126
    NONE PC General operating support 1,539,492
    University of Texas - Dallas
    Mail Station SM31
    Richardson,TX75083
    NONE GOV General operating support 100,000
    Iowa State University Foundation
    2229 Lincoln Way
    Ames,IA500147164
    NONE PC General operating support 571,608
    Curriki
    20660 Stevens Creek Boulevard/332
    Cupertino,CA95014
    NONE PC General operating support 200,000
    Lewin
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 16,000
    National Association of Criminal Defense Lawyers
    1660 L Street NW 12th Floor
    Washington,DC20036
    NONE NC Educational Programs 12,078
    Castillo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 37,000
    George Fox University
    414 N Meridian St
    Newberg,OR971322697
    NONE PC General operating support 40,110
    Colorado State University
    Fort Collins
    Fort Collins,CO80523
    NONE GOV General operating support 55,200
    Society for Human Resource Management Foundation
    1800 Duke St
    Alexandria,VA22314
    NONE PC General operating support 200,000
    American Council on Education
    PO Box 418762
    Boston,MA02241
    NONE PC General operating support 407,671
    American Institute for Economic Research
    250 Division Street
    Great Barrington,MA01230
    NONE PC Educational Programs 4,077
    Ross
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of New Haven
    300 Orange Ave
    West Haven,CT065161916
    NONE PC General operating support 25,000
    Hampden-Sydney College
    1 College Road
    Hampden Sydney,VA23943
    NONE PC General operating support 23,000
    Institute for Security and Technology Inc
    5800 Harbord Drive
    Oakland,CA94611
    NONE PC Educational Programs 5,754
    Smith
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 15,712
    Malone University
    2600 Cleveland Ave NW
    Canton,OH44709
    NONE PC General operating support 14,665
    Mamone
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,000
    Boston University
    Trustees of Boston University 765
    Boston,MA02215
    NONE PC General operating support 28,000
    Ferris State University
    420 OAK ST 257
    Big Rapids,MI49307
    NONE PC General operating support 15,000
    Lindenwood University
    209 S Kingshighway
    St Charles,MO63301
    NONE PC General operating support 150,000
    Montana State University
    307D Linfield Hall
    Bozeman,MT597170292
    NONE GOV General operating support 809,025
    Institute for Humane Studies
    3434 WASHINGTON BLVD MS 1C5
    Arlington,VA22201
    NONE PC General operating support 4,580,000
    Thurgood Marshall College Fund
    901 F Street NW Suite 300
    Washington,DC20004
    NONE PC General operating support 724,635
    Christopher Newport University Education Foundatio
    1 Avenue of the Arts
    Newport News,VA23606
    NONE PC General operating support 40,000
    Columbia University
    The Trustees of Columbia University
    New York,NY10027
    NONE PC General operating support 660,000
    University of Arkansas
    318 Old Main University of Arkansa
    Fayetteville,AR72701
    NONE GOV General operating support 34,315
    Heslop
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Lee University
    1120 N Ocoee St
    Cleveland,TN37320
    NONE PC General operating support 24,715
    Bethel University - Indiana
    1001 Bethel Cir
    Mishawaka,IN46545
    NONE PC General operating support 12,000
    Shick
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 23,860
    University of Wisconsin Foundation
    1848 University Avenue
    Madison,WI537264090
    NONE PC General operating support 455,844
    Kaluwasha
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,019
    Bowling Green State University
    333 Shatzel Hall
    Bowling Green,OH434030001
    NONE GOV General operating support 295,000
    Global Cyber Alliance
    31 Tech Valley Drive
    East Greenbush,NY12061
    NONE PC Educational Programs 5,250
    University of Wyoming Foundation
    222 South 22nd St
    Laramie,WY82070
    NONE PC General operating support 250,000
    Fewell
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Panoo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,006
    Education Design Lab
    1200 18th St NW Suite 710
    Washington,DC20036
    NONE PC General operating support 1,000,000
    Cardinal Institute for West Virginia Policy
    PO Box 11495
    Charleston,WV25339
    NONE PC Educational Programs 875
    Reason Foundation
    5737 Mesmer Avenue
    Los Angeles,CA90230
    NONE PC Educational Programs 4,038
    Keiser
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Brigid's Path
    3601 South Dixie Drive
    Kettering,OH45439
    NONE PC Educational Programs 14,846
    University of California - Berkeley
    The Regents of the University of Ca
    Berkeley,CA94720
    NONE PC General operating support 180,058
    Cedarville University
    251 N Main St
    Cedarville,OH45314
    NONE PC General operating support 21,000
    Kingston
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of Missouri - Columbia
    Columbia
    Columbia,MO65211
    NONE GOV General operating support 8,000
    Competitive Enterprise Institute
    1310 L Street NW 7th Floor
    Washington,DC20005
    NONE PC Educational Programs 2,150
    Beyeler
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 13,000
    DeCesare
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Enstrom
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Giotis
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Xavier University
    3800 Victory Pkwy
    Cincinnati,OH45207
    NONE PC General operating support 100,000
    Shrode
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Gushiken
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Treibitz
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Chapman University
    1 University Dr
    Orange,CA92866
    NONE PC General operating support 435,654
    Sabella
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 17,950
    University of Cincinnati
    PO BOX 210641
    Cincinnati,OH45221
    NONE GOV General operating support 10,000
    Bethune-Cookman University
    640 Dr Mary McLeod Bethune Blvd
    Daytona Beach,FL32114
    NONE PC General operating support 79,500
    Batarni
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Georgetown University
    37th and O St NW
    Washington,DC20057
    NONE PC General operating support 635,000
    Hugo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 42,000
    Johns Hopkins University
    347 Gilman Hall
    Baltimore,MD21218
    NONE PC General operating support 524,416
    Villanova University
    800 Lancaster Avenue
    Villanova,PA190851699
    NONE PC General operating support 290,956
    Santa Clara University
    500 El Cam Real
    Santa Clara,CA950530385
    NONE PC General operating support 131,000
    Eurasia Group Foundation
    500 Marquette NW Suite 1200
    Albuquerque,NM87102
    NONE PC Educational Programs 5,750
    Loyola University - New Orleans
    6363 St Charles Ave
    New Orleans,LA70118
    NONE PC General operating support 17,200
    Louisiana State University Foundation
    3838 West Lakeshore Drive
    Baton Rouge,LA70808
    NONE PC General operating support 572,175
    Smith
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of San Diego
    5998 Alcal Park
    San Diego,CA92110
    NONE PC General operating support 87,750
    George Washington University
    1957 E Street NW
    Washington,DC20052
    NONE PC General operating support 500,328
    Nicklin
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Center for Growth and Opportunity
    3525 Old Main Hall
    Logan,UT84322
    NONE PC Educational Programs 9,173
    Georgia Tech Foundation
    760 Spring Street nw Suite 400
    Atlanta,GA30308
    NONE PC General operating support 360,112
    Ramakrishna
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Pang
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Azusa Pacific University
    901 E Alosta Ave PO Box 7000
    Azusa,CA917027000
    NONE PC General operating support 22,000
    National Association of System Heads
    3300 Metzerott Rd
    Adelphi,MD20783
    NONE PC General operating support 600,000
    American Consumer Institute
    PO Box 2161
    Reston,VA20195
    NONE PC Educational Programs 6,523
    Cato Institute
    1000 Massachusetts Avenue NW
    Washington,DC20001
    NONE PC Educational Programs 54,292
    George Mason University Foundation
    4400 University Drive MS 2E1
    Fairfax,VA22030
    NONE PC Educational Programs 112,000
    Think Freely Media
    190 S LaSalle St Suite 1500
    Chicago,IL60603
    NONE PC Educational Programs 18,385
    Cohen
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 14,800
    Duke University
    81 Beverly Dr
    Durham,NC27707
    NONE PC General operating support 996,750
    University of Notre Dame
    725 GRACE HALL
    Notre Dame,IN46556
    NONE GOV General operating support 584,075
    TechFreedom
    110 Maryland Ave NE Ste 409
    Washington,DC20002
    NONE PC Educational Programs 23,038
    Cornell University
    377 PINE TREE ROAD
    Ithaca,NY14850
    NONE PC General operating support 787,400
    Texas Tech Foundation
    Office of Corporations and Foundati
    Lubbock,TX794095025
    NONE PC General operating support 5,450
    Dartmouth College
    Dartmouth College
    Hanover,NH03755
    NONE GOV General operating support 47,850
    University of Florida Foundation
    PO Box 14425
    Gainesville,FL32604
    NONE PC General operating support 1,200,000
    Guo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Gutierrez
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Center for the National Interest
    1025 Connecticut Avenue NW Suite
    Washington,DC20036
    NONE PC Educational Programs 19,173
    Greer
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of Georgia Foundation
    Milledge Centre Suite 100394 Sout
    Athens,GA30602
    NONE PC General operating support 75,000
    University of Chicago
    1643 W Berwyn
    Chicago,IL60640
    NONE PC General operating support 433,500
    Steppe
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 16,666
    Thread Inc
    PO Box 1584
    Baltimore,MD21203
    NONE PC Educational Programs 3,144
    Blackburn
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    American Legislative Exchange Council
    2900 Crystal Dr Suite 600
    Arlington,VA22202
    NONE PC Educational Programs 13,750
    Hayes
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 41,500
    Dakota Wesleyan University
    1200 W University Ave
    Mitchell,SD57301
    NONE PC General operating support 30,000
    College Bound Dorchester Inc
    222 Bowdoin St
    Dorchester,MA02122
    NONE PC Educational Programs 2,298
    State Policy Network
    1655 North Fort Meyer Drive
    Arlington,VA22209
    NONE PC Educational Programs 4,827
    Pananjady
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 25,600
    The Last Mile
    717 Market Street Suite 100
    San Francisco,CA94103
    NONE PC Educational Programs 4,152
    Shelton
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Tomczuk
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,000
    Purdue University
    610 Purdue Mall
    West Lafayette,IN47907
    NONE GOV General operating support 1,000,000
    Yoon-Hendricks
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 27,400
    Albarghouthi
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 34,500
    SkillUp Coalition
    55 22N ST FL 25
    San Francisco,CA94105
    NONE PC General operating support 1,420,000
    Corn
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Purdue Research Foundation
    1281 WIN HENTSCHEL BLVD
    WEST LAFAYETTE,IN47906
    NONE PC General operating support 400,000
    Rice University
    6100 Main Street MS-375
    Houston,TX77005
    NONE PC Educational Programs 9,000
    Gourley
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Laguerre
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 36,402
    Brady
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Lawfare Institute
    4401 Brandywine St NW
    Washington,DC20016
    NONE PC Educational Programs 7,250
    US Chamber of Commerce Foundation
    1615 H St NW
    Washington,DC20062
    NONE PC General operating support 817,500
    Burden
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Smalls
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 23,200
    West Point Association of Graduates
    698 Mills Road
    West Point,NY10996
    NONE PC General operating support 15,000
    Valverde
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,780
    Tune
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Barnett
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 16,000
    United Negro College Fund
    1805 7th St NW
    Washington,DC20001
    NONE PC General operating support 819,558
    Harrison
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Ryan Foundation
    805 Brower Rd
    Wayne,PA19087
    NONE PC General operating support 15,000
    Bartsch
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Papenfuss
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Ottawa University
    Lawrence
    Lawrence,KS66067
    NONE PC General operating support 87,000
    North Dakota State University Foundation and Alumn
    1241 North University Drive
    Fargo,ND58102
    NONE PC General operating support 242,163
    Syracuse University
    Center for Policy Research 426 Egg
    Syracuse,NY13244
    NONE PC General operating support 106,453
    Lake Forest College
    555 N Sheridan Rd
    Lake Forest,IL60045
    NONE PC General operating support 18,125
    Kennesaw State University Foundation Inc
    3391 TOWN POINT DRIVE STE 4530/MAIL
    KENNESAW,GA30144
    NONE PC General operating support 958,667
    Bridgewater State University Foundation
    Bridgewater State University Founda
    Bridgewater,MA02324
    NONE PC General operating support 12,500
    University of New Orleans Foundation
    2021 Lakeshore Drive Suite 420
    New Orleans,LA70122
    NONE PC General operating support 476,500
    Scholars at Risk Network
    411 Lafayette St 3rd Floor
    New York,NY10003
    NONE PC General operating support 300,000
    College of the Holy Cross
    1 College St
    Worcester,MA01610
    NONE PC General operating support 20,000
    Fajardo
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Kessler
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Hooley
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Karacostas
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 17,200
    San Diego State University Research Foundation
    5250 Campanile Drive
    San Diego,CA92182
    NONE SO III FI General operating support 497,415
    Stanford University
    450 Serra Mall
    Stanford,CA94305
    NONE PC General operating support 1,186,772
    Bercaw
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Hay
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    University of Minnesota
    101 Rapson Hall 89 Church St SE
    Minneapolis,MN55455
    NONE GOV General operating support 234,467
    Scheck
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    American University
    4400 Massachusetts Ave NW
    Washington,DC20016
    NONE PC General operating support 8,000
    Turay
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Malcom
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 11,600
    North Carolina State University
    2801 Founders Dr 4102 Nelson Hall
    Raleigh,NC276957229
    NONE GOV General operating support 140,000
    Defense Priorities Foundation
    1 Thomas Circle NW Suite 700
    Washington,DC20005
    NONE PC Educational Programs 24,000
    NACDL Foundation for Criminal Justice
    1660 L Street NW 12th Floor
    Washington,DC20036
    NONE PC Educational Programs 14,000
    TEL Foundation (Truth Enterprise Liberty Foundat
    2602 S Shinnery Oak Court
    Stillwater,OK74074
    NONE PC Educational Programs 13,000
    Armstrong
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    St Francis University
    PO Box 600
    Loretto,PA15940
    NONE PC General operating support 15,000
    Let Grow
    Let Grow Inc 228 Park Ave S Su
    New York,NY10003
    NONE PC General operating support 250,000
    Middle Tennessee State University Foundation
    Wood-Stegall Center Box 109
    Murfreesboro,TN37132
    NONE PC General operating support 749,791
    Embry-Riddle Aeronautical University
    Daytona Beach
    Daytona Beach,FL32114
    NONE PC General operating support 11,156
    Reach University
    1221 Preservation Park Way
    Oakland,CA94612
    NONE PC General operating support 500,000
    Northeastern University
    360 Huntington Ave
    Boston,MA02115
    NONE PC General operating support 71,080
    Ohio State University Foundation
    1480 West Lane Avenue
    Columbus,OH43221
    NONE PC General operating support 928,600
    Fournet
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Sanders
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    American Conservative Union Foundation
    1199 N Fairfax Street Suite 500
    Alexandria,VA22314
    NONE PC Educational Programs 5,038
    Information Technology and Innovation Foundation d
    700 K St NW Suite 600
    Washington,DC20001
    NONE PC Educational Programs 3,600
    John Quincy Adams Society
    1320 N Courthouse Road Suite 500
    Arlington,VA22201
    NONE PC Educational Programs 10,625
    Catholic University of America
    620 Michigan Ave NE
    Washington,DC20064
    NONE PC General operating support 3,965,895
    Dio
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Wichita State University Foundation
    1845 N Fairmount Campus Box 2
    Wichita,KS67260
    NONE PC General operating support 1,000,000
    Indiana University Foundation
    301 University Boulevard Suite 103
    Indianapolis,IN46202
    NONE PC General operating support 1,016,119
    West Texas A&M University
    2501 4th Avenue
    Canyon,TX79016
    NONE GOV General operating support 13,000
    Hillsdale College
    33 E College St
    Hillsdale,MI49242
    NONE PC General operating support 55,000
    Bellamy-Walker
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,000
    University of Louisville Foundation
    215 Central Avenue Suite 212
    Louisville,KY40208
    NONE PC General operating support 15,000
    George Mason University
    4400 University Dr
    Fairfax,VA22030
    NONE PC General operating support 1,120,800
    Vervaeke
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 9,800
    North Park University
    3225 West Foster Ave
    Chicago,IL60625
    NONE PC General operating support 21,000
    Domangue
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 10,720
    Heimowitz
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    UNITED STATES MILITARY ACADEMY
    606 THAYER RD
    West Point,NY10996
    NONE PC General operating support 15,000
    Scavone
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Council on Adult and Experiential Learning
    10 West Market Street
    Indianapolis,IN46204
    NONE PC General operating support 175,490
    University of Pittsburgh
    Pittsburgh
    Pittsburgh,PA15260
    NONE PC General operating support 1,188,333
    West Virginia University Foundation
    1 Waterfront Pl - 7th Floor PO Box
    Morgantown,WV26507
    NONE PC General operating support 342,400
    Albany State University
    504 College Dr
    Albany,GA31705
    NONE GOV General operating support 55,300
    Quincy Institute for Responsible Statecraft
    2000 Pennsylvania Ave NW 7000
    Washington,DC20006
    NONE PC Educational Programs 14,368
    University of California - San Diego
    9500 Gilman Dr
    La Jolla,CA92093
    NONE PC General operating support 544,000
    Atlas Network
    1201 L Street NW 2nd Floor
    Washington,DC20005
    NONE PC Educational Programs 8,358
    Weaver
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 42,000
    The George Washington University
    C/O Tax Department 45155 Research P
    Ashburn,VA20147
    NONE PC Educational Programs 26,713
    Arizona State University Foundation
    300 E University Dr
    Tempe,AZ85281
    NONE PC General operating support 3,913,152
    Pacific Legal Foundation
    930 G Street
    Sacramento,CA95814
    NONE PC Educational Programs 12,538
    Menjivar
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Morgan
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 18,833
    Houser
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    Northern Kentucky University Foundation
    100 NUNN DRIVE LAC SUITE 822
    HIGHLAND HEIGHTS,KY41099
    NONE PC General operating support 34,000
    University of Nebraska Foundation
    1010 Lincoln Mall
    Lincoln,NE68508
    NONE PC General operating support 284,122
    Vandenboom
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 11,000
    University of Pennsylvania
    3451 Walnut St
    Wynnewood,PA19104
    NONE PC General operating support 526,000
    Princeton University
    244 Corwin Hall
    Princeton,NJ08544
    NONE GOV General operating support 5,000
    Students for Liberty
    1101 17th Street NW Suite 810
    Washington,DC20036
    NONE PC Educational Programs 1,231
    Grom
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 31,000
    Washington College
    300 Washington Ave
    Chestertown,MD21620
    NONE PC General operating support 35,000
    University of Arizona
    Philosophy Department
    Tucson,AZ85721
    NONE GOV General operating support 71,226
    Rowe
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 20,800
    Troy University Foundation
    1120 Us Hwy 231
    Troy,AL36082
    NONE PC General operating support 170,000
    Utah State University
    1400 Old Main Hl
    Logan,UT843221400
    NONE PC General operating support 2,599,766
    Rutgers University - New Brunswick
    111 Van Dyck Hall 16 Seminary Pl
    New Brunswick,NJ08901
    NONE GOV General operating support 116,376
    Young Voices
    220 Allison St NW Apt 105
    Washington,DC20011
    NONE PC Educational Programs 4,269
    Prince
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    R Street Institute
    1050 17th Street NW Suite 1150
    Washington,DC20036
    NONE PC Educational Programs 25,508
    Nandy
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    International Center for Law & Economics
    1104 NW 15th Ave No 300
    Portland,OR97209
    NONE PC Educational Programs 5,865
    Teruya
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 23,800
    Hansen
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    DC Witness
    1414 44th Street NW
    Washington,DC20007
    NONE PC Educational Programs 7,025
    Savchenko
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 38,000
    Susquehanna University
    514 University Avenue
    Selinsgrove,PA17870
    NONE PC General operating support 8,100
    Lysik
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 23,200
    University of Central Arkansas Foundation
    UCA Box 4986
    Conway,AR720354986
    NONE PC General operating support 515,180
    Ness
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Ball State University Foundation
    2800 W Bethel Ave
    Muncie,IN47304
    NONE PC General operating support 664,625
    Blade
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 19,600
    Make Safe Tech
    1003 Harvey Rd Suite 200
    College Station,TX77840
    NONE PC Educational Programs 6,000
    Clemson University Foundation
    329 Sirrine Hall
    Clemson,SC29634
    NONE PC General operating support 674,000
    Giovanetti
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    mikeroweWORKS Foundation
    1207 4th St PH1
    Santa Monica,CA90401
    NONE PC General operating support 50,000
    Foundation For Economic Education
    1819 Peachtree Rd NE Suite 300
    Atlanta,GA30309
    NONE PC General operating support 205,000
    Harmel Academy of the Trades
    9112 Five Mile NE
    Ada,MI49301
    NONE PC General operating support 200,000
    Dornbush
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 1,710
    Streetwise Partners
    222 Broadway 19th Floor
    New York,NY10038
    NONE PC Educational Programs 1,788
    1889 Institute
    2602 S Shinnery Oak Ct
    Stillwater,OK74074
    NONE PC General operating support 696,000
    Massachusetts Institute of Technology
    77 Massachusetts Avenue
    Cambridge,MA02139
    NONE PC General operating support 403,370
    Karolewicz
    1320 N Courthouse Rd Ste 400
    Arlington,VA22201
    NONE I Educational Programs 3,510
    UNIVERSITY OF BIRMINGHAM
    EDGBASTON
      BIRMINGHAM2TT
    UK
    NONE NC GENERAL OPERATING SUPPORT 50,000
    MCGILL UNIVERSITY
    855 SHERBROOKE ST W
    MONTREAL,QUEBECH3A2T7
    CA
    NONE PC GENERAL OPERATING SUPPORT 154,180
    Total .................................bullet 3a 92,988,357
    bApproved for future payment
    INSTITUTE FOR HUMANE STUDIES
    3434 WASHINGTON BLVD MS 1C5
    ALRINGTON,VA22201
    NONE PC GENERAL OPERATING SUPPORT 5,500,000
    Total .................................bullet 3b 5,500,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 15,072,765  
    4 Dividends and interest from securities ....          
    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 ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME
        01 1,100,865  
    bGRANT RECOVERIES         229,508
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   16,173,630 229,508
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    16,403,138
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11C RETURN OF UNUSED GRANT FUNDS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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
    CCKC4 INC 501(C)(4) COMMON DIRECTORS
    BELIEVE IN PEOPLE 501(C)(4) COMMON DIRECTORS
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    Charles Koch Foundation
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    Charles Koch Foundation
     
    Employer identification number
    48-0918408
    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
    STAND TOGETHER TRUST
    1320 NORTH COURTHOUSE ROAD SUITE 4
     
    Arlington, VA22201

    $ 800,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    CHARLES G KOCH 1997 TRUST
    1320 North Courthouse Road Suite 4
     
    Arlington, VA22201

    $ 51,035,418


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    TROESH FAMILY FOUNDATION
    1320 North Courthouse Road Suite 4
     
    ARLINGTON, VA22201

    $ 481,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Charles Koch Foundation
     
    Employer identification number

    48-0918408
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Charles Koch Foundation
     
    Employer identification number

    48-0918408
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES - FORM 990-PF 68,918 6,892 0 91,297
    ACCOUNTING FEES - FORM 990-T 7,658 0 0 0

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

    TY 2021 DepreciationSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    UNIVERSITY OF HONG KONG
     
    POK FU LAM ROAD
    HONG KONG    
    CH
    2020-04-23 40,000 RESEARCH SUPPORT 10,000 NO 06/15/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE   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.
    Technology Policy Institute
     
    409 12TH STREET SW SUITE 700
    WASHINGTON,DC20024
    2019-12-17 230,000 PROGRAM SUPPORT 65,000 NO 05/25/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE   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.
    UNIVERSITY OF BIRMINGHAM
     
    EDGBASTON
    BIRMINGHAM   B15 2TT
    UK
    2020-04-23 32,500 TRAVEL RESEARCH SUPPORT 0 NO 04/05/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE   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.
    Technology Policy Institute
     
    409 12TH ST SW SUITE 700
    WASHINGTON,DC20024
    2018-05-11 162,500 GENERAL OPERATING SUPPORT 90,658 NO 04/26/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE   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.
    COUNCIL ON INTEGRITY IN RESULTS REPORTIN
     
    1519 OAKWOOD AV
    HIGHLAND PARK,IL60035
    2020-02-03 187,000 PROGRAMMING SUPPORT 151,913 NO UNKNOWN - PARTIAL REPORT OF EXPENDITURES TO DATE   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. THIS GRANTEE INTENDS TO CEASE OPERATIONS AND WILL BE RETURNING THE REMAINING AMOUNT NOT EXPENDED.
    James G Martin Center for Academic Rene
     
    353 E SIX FORKS ROAD SUITE 200
    RALEIGH,SC27609
    2018-07-13 45,000 FELLOWSHIP & CONFERENCE SUPPORT 45,000 NO 04/12/2022 - FULL REPORT OF EXPENDITURES TO DATE   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.
    Praxis Foundation
     
    1567 MEETING STREET RD SUITE 200
    CHARLESTON,SC29405
    2019-07-24 70,000 SCHOLARSHIP SUPPORT 70,000 NO 11/10/2022 - FULL REPORT OF EXPENDITURES TO DATE   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.
    Public Choice Society
     
    224C FORSYTH COLLEGE OF BUSINESS
    CULLOWHEE,NC28723
    2019-12-20 44,000 PROGRAMMING SUPPORT 4,500 NO UNKNOWN - PARTIAL REPORT OF EXPENDITURES TO DATE   THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE.
    UNIVERSITY OF OXFORD
     
    WELLINGTON SQUARE
    OXFORD   OX1 2JD
    UK
    2019-04-25 5,000 RESEARCH SUPPORT 5,000 NO 11/03/2022 - FULL REPORT OF EXPENDITURES TO DATE   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.
    UNIVERSITY OF SURREY
     
    STAG HILL
    GUILDFORD   GU2 7XH
    UK
    2020-04-09 18,267 RESEARCH SUPPORT   NO UNKNOWN - PARTIAL REPORT OF ALL EXPENDITURES   THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE.
    University of Vienna
     
    universitatsring 1 A-1010
    VIENNA    
    AU
    2019-01-11 182,000 RESEARCH SUPPORT 102,740 NO 07/16/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE   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.
    BRG INSTITUTE
     
    2200 Powell Street Suite 1200
    EMERYVILLE,CA94608
    2021-12-23 475,000 GENERAL OPERATING SUPPORT 475,000 NO 04/05/2022 - FULL REPORT OF EXPENDITURES TO DATE   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.
    UNIVERSITY OF BIRMINGHAM
     
    EDGBASTON
    BIRMINGHAM   B15 2TT
    UK
    2021-12-31 50,000 TRAVEL AND RESEARCH SUPPORT 23,192 NO 11/04/2022 - PARTIAL REPORT OF EXPENDITURES TO DATE   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 2021 InvestmentsOtherSchedule2
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PASSIVE FUND VII FMV 0 0
    PASSIVE FUND III FMV 717,236,216 717,236,216
    PASSIVE FUND IX FMV 450,000 450,000

    TY 2021 LegalFeesSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 394     394


    TY 2021 OtherExpensesSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 3,836     3,836
    DUES/LICENSES 60,648     61,548
    INVESTMENTS - CHARITABLE 0     8,757
    INVESTMENT EXPENSES 0 22,175,508    
    GIFTS 97     97
    POSTAGE & DELIVERY 490     490
    TELECOMMUNICATION 1,254     1,254
    ADVERTISING & PROMOTION 38,096     36,708
    BAD DEBT EXPENSE 18     0
    BANK FEES 7,264 7,264    


    TY 2021 OtherIncomeSchedule2
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - MISCELLANEOUS 1,100,865    
    INVESTMENTS - OTHER INCOME 0 27,561,566  
    INVESTMENTS - RENTAL INCOME/LOSS 0 -2,115,758  
    OTHER INCOME - GRANT RECOVERIES 229,508    


    TY 2021 OtherIncreasesSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Description Amount
    UNREALIZED GAINS/LOSSES 145,938,330
    CHANGE TO GAAP-REPORTING OF INVESTMENTS 239,700,724


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HR PROCESSING FEES 8,580     8,580
    INVESTMENT MANAGEMENT FEES 114,556 114,556    
    PROFESSIONAL CONSULTING FEES 236,048     416,670


    TY 2021 TaxesSchedule
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FOREIGN TAXES 0 167,378    
    INVESTMENT TAXES 3,346,066      
    PROPERTY TAXES 236     236
    PAYROLL TAXES 395,503     395,503


    TY 2021 TransfersFrmControlledEntities
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Name US /
    Foreign Address
    EIN Description Amount
    PASSIVE FUND II 1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    47-2537421 DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 30,000,000
    PASSIVE FUND III 1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    85-1484620 DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 15,000,000
    Total     45,000,000

    TY 2021 TransfersToControlledEntities
    Name:
    Charles Koch Foundation
    EIN:
    48-0918408
    Name US /
    Foreign Address
    EIN Description Amount
    PASSIVE FUND IX 1320 N COURTHOUSE RD STE 400
    ARLINGTON,VA22201
    85-2667830 CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 200,000
    PASSIVE FUND II 1320 N COURTHOUSE RD SUITE 400
    ARLINGTON,VA22201
    47-2537421 CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 15,000,000
    Total     15,200,000