Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
Charles Koch Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)4201 Wilson Blvd Suite 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Arlington, VA22203
A Employer identification number

48-0918408
B Telephone number (see instructions)

(571) 290-6811
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$793,723,219J 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) 263,498
2 Check right arrow.............
3 Interest on savings and temporary cash investments 70,532 70,532  
4 Dividends and interest from securities...   21,887,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-617,500
b Gross sales price for all assets on line 6a 63,585,913
7 Capital gain net income (from Part IV, line 2)... 63,585,913
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
856,458 23,334,572 0
12 Total. Add lines 1 through 11........ 572,988 108,878,905 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 579,873     579,873
14 Other employee salaries and wages...... 3,738,979     3,708,954
15 Pension plans, employee benefits....... 250,854     278,497
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
532 0 0 532
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,708 4,204 0 37,833
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
319,229 0 0 319,229
17 Interest............... 1,422 16,800,922    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,690,803 304,664 0 283,502
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 851,336 0 0 839,319
22 Printing and publications.......... 7,520 0 0 7,520
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
188,227 22,597,451 0 194,982
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,675,483 39,707,241 0 6,250,241
25 Contributions, gifts, grants paid....... 57,636,279 62,831,279
26 Total expenses and disbursements. Add lines 24 and 25 66,311,762 39,707,241 0 69,081,520
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,738,774
b Net investment income (if negative, enter -0-) 69,171,664
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 48,605 48,245 48,245
2 Savings and temporary cash investments......... 91,610,651 46,326,740 46,326,740
3 Accounts receivable right arrow682,868
Less: allowance for doubtful accounts right arrow   492 682,868 682,868
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,957,256 6,169,443 6,169,443
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow1,840,000
Less: accumulated depreciation (attach schedule) right arrow0 1,450,000 Click to see attachment
List of Attached Documents:
// Content
1,840,000 		1,840,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 717,686,216 Click to see attachment
List of Attached Documents:
// Content
738,655,923 		738,655,923
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 813,753,220 793,723,219 793,723,219
Liabilities 17 Accounts payable and accrued expenses.......... 1,486,037 1,345,102
18 Grants payable................. 5,500,000 305,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
2,625,000
23 Total liabilities (add lines 17 through 22)......... 6,986,037 4,275,102
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 806,767,183 789,448,117
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 806,767,183 789,448,117
30 Total liabilities and net assets/fund balances (see instructions). 813,753,220 793,723,219
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
806,767,183
2
Enter amount from Part I, line 27a .....................
2
-65,738,774
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
48,419,708
4
Add lines 1, 2, and 3 ..........................
4
789,448,117
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
789,448,117
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a INVESTMENT CAPITAL GAIN      
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 63,585,913     63,585,913
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     0 63,585,913
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 63,585,913
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 0
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 961,486
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........................... 3 961,486
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- ..... 5 961,486
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 1,815,390
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,815,390
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 853,904
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow853,904 Refundedright arrow 11 0
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? ....................
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDC, 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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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
List of Attached Documents:
// Content
.............
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 addressright arrowWWW.CHARLESKOCHFOUNDATION.ORG
14
The books are in care ofright arrowHENRICH HEUER Telephone no.right arrow (571) 290-6811

Located atright arrow4201 WILSON BLVD SUITE 800ARLINGTONVA ZIP+4right arrow22203
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
ELIZABETH B KOCH DIRECTOR
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
CHARLES G KOCH DIRECTOR/CHAIRMAN
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
DALE GIBBENS DIRECTOR
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
DAVE ROBERTSON DIRECTOR
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
BRIAN HOOKS DIRECTOR
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
BRIAN MENKES SECRETARY
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
RYAN STOWERS EXECUTIVE DIRECTOR
50.000 		368,750 48,525 0
4201 Wilson Blvd
Arlington,VA22203
KARA HARTNETT TREASURER
1.000 		0 0 0
4201 Wilson Blvd
Arlington,VA22203
JONATHAN FRANKLIN CHIEF OPERATING OFFICER
50.000 		266,684 39,426 0
4201 Wilson Blvd
Arlington,VA22203
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
BRETT HINKEY DIR, PARTNERSHIPS
50.000 		248,030 44,486 0
4201 Wilson Blvd
Arlington,VA22203
STEPHEN SWEET SR PROGRAM OFFICER
50.000 		181,321 39,514 0
4201 Wilson Blvd
Arlington,VA22203
BRENNAN BROWN DIR, PARTNERSHIP DEV
50.000 		209,129 41,665 0
4201 Wilson Blvd
Arlington,VA22203
ALLISON KASIC VICE PRESIDENT
50.000 		221,127 32,220 0
4201 Wilson Blvd
Arlington,VA22203
ANDREW TONSING DIR, POSTSECOND ED
50.000 		197,080 35,800 0
4201 Wilson Blvd
Arlington,VA22203
Total number of other employees paid over $50,000...................right arrow 22
Form 990-PF (2022)
Form 990-PF (2022)
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
SHRM Foundation Sponsorship 250,000
PO Box 79482
Baltimore,MD21279
Common Group LLC Research services 233,900
1853 Webster St
San Francisco,CA94115
Edelman Media services 105,750
200 E Randolph Dr
Floor 63
Chicago,IL60601
GSV Summit LLC Research services 55,000
875 N Michigan Avenue
Suite 3520
Chicago,IL60611
The Hanover Research Council LLC Research services 52,798
4401 Wilson Blvd
9th Floord
Arlington,VA22203
Total number of others receiving over $50,000 for professional services.............right arrow0
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 NONE  
2 NONE  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
56,575,477
c
Fair market value of all other assets (see instructions)................
1c
719,886,216
d
Total (add lines 1a, b, and c).........................
1d
776,461,693
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
776,461,693
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,646,925
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
764,814,768
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
38,240,738
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
38,240,738
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
961,486
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
961,486
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
37,279,252
4
Recoveries of amounts treated as qualifying distributions................
4
468,172
5
Add lines 3 and 4............................
5
37,747,424
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
37,747,424
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
69,081,520
b
Program-related investments—total from Part VIII-B..................
1b
0
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
69,081,520
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 37,747,424
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 2018 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 61,163,703
b From 2018...... 91,068,230
c From 2019...... 112,313,380
d From 2020...... 76,520,082
e From 2021...... 66,742,273
f Total of lines 3a through e ........ 407,807,668
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 69,081,520
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 37,747,424
e Remaining amount distributed out of corpus 31,334,096
5 Excess distributions carryover applied to 2022.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 439,141,764
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		61,163,703
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		377,978,061
10 Analysis of line 9:
a Excess from 2018.... 91,068,230
b Excess from 2019.... 112,313,380
c Excess from 2020.... 76,520,082
d Excess from 2021.... 66,742,273
e Excess from 2022.... 31,334,096
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 DIRECTOR AND CHMN
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CHARLES KOCH FOUNDATION
4201 WILSON BLVD SUITE 800
ARLINGTON,VA22203
(571) 290-6811
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENT
Form 990-PF (2022)
Form 990-PF (2022)
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

Vanderbilt University

90 230 Appleton Pl
Nashville,TN372035701 		NONE PC General operating support 75,000

Christopher Newport University Education Foundation

1 Avenue of the Arts
Newport News,VA23606 		NONE PC General operating support 45,000

Hampden-Sydney College

1 College Road
Hampden Sydney,VA23943 		NONE PC General operating support 23,000

Defense Priorities Foundation

1 Thomas Circle NW Suite 700
Washington,DC20005 		NONE PC Educational Programs 24,000

Chapman University

1 University Dr
Orange,CA92866 		NONE PC General operating support 1,930,000

West Virginia University Foundation

1 Waterfront Place 7th Floor
Morgantown,WV26507 		NONE PC General operating support 1,085,000

Council on Adult and Experiential Learning

10 West Market Street
Indianapolis,IN46204 		NONE PC General operating support 406,500

Grove City College

100 Campus Dr
Grove City,PA16127 		NONE PC General operating support 49,500

Northern Kentucky University Foundation

100 Nunn Drive LAC Suite 822
Highland Heights,KY41099 		NONE PC General operating support 34,000

St Anselm College

100 Saint Anselm Dr
Manchester,NH03102 		NONE PC General operating support 185,000

Cato Institute

1000 Massachusetts Avenue NW
Washington,DC20001 		NONE PC Educational Programs 34,285

Regent University

1000 Regent University Dr
Virginia Beach,VA234649800 		NONE PC General operating support 12,500

Make Safe Tech

1003 Harvey Rd Suite 200
College Station,TX77840 		NONE PC Educational Programs 6,000

University of Kentucky

101 Main Building
Lexington,KY40506 		NONE GOV General operating support 892,144

University of Nebraska Foundation

1010 Lincoln Mall
Lincoln,NE68508 		NONE PC General operating support 452,178

Rivet School

1015 Macdonald Ave
Richmond,CA94801 		NONE PC General operating support 28,500

Center for the National Interest

1025 Connecticut Avenue NW Suite 12
00
Washington,DC20036 		NONE PC Educational Programs 13,741

University of Wisconsin- Eau Claire Foundation

105 Garfield Ave
Eau Claire,WI54701 		NONE PC General operating support 76,000

R Street Institute

1050 17th Street NW Suite 1150
Washington,DC20036 		NONE PC Educational Programs 7,117

Fairfield University

1073 North Benson Roa
Fairfield,CT06824 		NONE PC General operating support 15,000

Lee University

1120 N Ocoee St
Cleveland,TN37320 		NONE PC General operating support 31,000

Troy University Foundation

1120 Us Hwy 231
Troy,AL36082 		NONE PC General operating support 110,000

Education Design Lab

1200 18th St NW Suite 710
Washington,DC20036 		NONE PC General operating support 342,000

Georgetown University

1200 WESTLAKE AVE N Suite 704
Seattle,WA98109 		NONE PC General operating support 71,547

Atlas Network

1201 L Street NW 2nd Floor
Washington,DC20005 		NONE PC Educational Programs 8,358

mikeroweWORKS Foundation

1207 4th St PH 3
Santa Monica,CA90401 		NONE PC General operating support 125,000

Army War College Foundation

122 Forbes Avenue
Carlisle,PA170135234 		NONE PC General operating support 15,000

New Civil Liberties Alliance

1225 19th Street NW Suite 450
Washington,DC20036 		NONE PC Educational Programs 7,880

North Dakota State University Foundation and Alumni Association

1241 North University Drive
Fargo,ND58102 		NONE PC General operating support 118,000

University of Miami

1306 Stanford Dr
Coral Gables,FL331246930 		NONE PC General operating support 12,000

Bridgewater State University

131 Summer St
Bridgewater,MA02325 		NONE GOV General operating support 11,850

Eurasia Group Foundation

1320 N Courthouse Road Suite 500
Arlington,VA22201 		NONE PC Educational Programs 5,750

John Quincy Adams Society

1320 N Courthouse Road Suite 500
Arlington,VA22201 		NONE PC Educational Programs 10,625

TechFreedom

1320 N Courthouse Road Suite 500
Arlington,VA22201 		NONE PC Educational Programs 23,038

AdvanceEDU

1391 Speer Blvd
Denver,CO80204 		NONE PC General operating support 250,000

Competency-Based Education Network Inc

1417 Hanson Drive
Franklin,TN37067 		NONE PC General operating support 65,000

Ohio State University Foundation

1480 West Lane Avenue
Columbus,OH43221 		NONE PC General operating support 375,000

Boston College

15 Highland St
Weston,MA02493 		NONE PC General operating support 25,000

Claremont Graduate University

150 E 10th St
Claremont,CA91711 		NONE PC General operating support 667,420

Mercer University

1501 Mercer University Drive
Macon,GA31207 		NONE PC General operating support 18,588

Metropolitan State University Denver Foundation

1512 Larimer Street Suite 900 Campu
s Box 14 PO Box 173362
Denver,CO802178424 		NONE PC General operating support 12,500

Ohio State University

154 W 12th Ave
Columbus,OH43210 		NONE GOV General operating support 28,200

TGR Foundation

15440 Laguna Canyon Road
Irvine,CA92618 		NONE PC General operating support 370,000

Clemson University Foundation

155 Old Greenville Hwy Suite 105
Clemson,SC29631 		NONE PC General operating support 367,658

Southwest Baptist University

1600 University Ave
Bolivar,MO65613 		NONE PC General operating support 16,820

US Chamber of Commerce Foundation

1615 H St NW
Washington,DC20062 		NONE PC General operating support 1,923,500

University of Chicago

1643 W Berwyn
Chicago,IL60640 		NONE PC General operating support 400,000

NACDL Foundation for Criminal Justice

1660 L Street NW 12th Floor
Washington,DC20036 		NONE PC Educational Programs 14,000

Society for Human Resource Management Foundation

1800 Duke Street
Alexandria,VA22314 		NONE PC General operating support 410,000

United Negro College Fund Inc

1805 7th Street NW
Washington,DC20001 		NONE PC General operating support 1,703,301

Wichita State University Foundation

1845 Fairmount Campus Box 2
Wichita,KS67260 		NONE PC General operating support 1,312,000

University of Wisconsin Foundation

1848 University Avenue
Madison,WI537264090 		NONE PC General operating support 328,312

New York University

19 W 4th St
New York,NY10012 		NONE PC General operating support 3,041,680

Think Freely Media

190 S LaSalle St Suite 1500
Chicago,IL60603 		NONE PC Educational Programs 4,462

Skills For Chicagoland's Future

191 N Wacker Dr Suite 1150
Chicago,IL60606 		NONE PC General operating support 250,000

Cairn University

200 Manor Avenue
Langhorne,PA19047 		NONE PC General operating support 60,000

College of New Jersey Foundation

2000 Pennington Rd
Ewing,NJ086280718 		NONE PC General operating support 6,500

Quincy Institute for Responsible Statecraft

2000 Pennsylvania Ave NW 7000
Washington,DC20006 		NONE PC Educational Programs 14,367

Emory University

201 Dowman Dr
Atlanta,GA30322 		NONE PC General operating support 90,000

University of Utah

201 S Presidents Circle Rm 411
Salt Lake City,UT84112 		NONE PC General operating support 30,000

Clemson University

201 Sikes Hall
Clemson,SC296341301 		NONE GOV General operating support 315,000

Florida State University Foundation

2010 Levy Avenue B-300 PO Box 30627
39
Tallahassee,FL323062739 		NONE PC General operating support 190,800

University of Texas at Austin

2110 Speedway Mail Stop B6006 GSB 5
175J
Austin,TX78712 		NONE GOV General operating support 49,000

VELA Education Fund

2200 Wilson Blvd 162
Arlington,VA22201 		NONE PC General operating support 300,000

Roanoke College

221 College Ln
Salem,VA24153 		NONE PC General operating support 1,200

University of Louisville Research Foundation

2215 S Brook St
Louisville,KY40208 		NONE PC General operating support 15,000

Kansas State University Foundation

2323 Anderson Ave Suite 500
Manhattan,KS66502 		NONE PC General operating support 550,000

Texas A&M Foundation

241 Wisenbaker Engineering Research
College Station,TX778433126 		NONE PC General operating support 983,116

Princeton University

244 Corwin Hall
Princeton,NJ08544 		NONE PC General operating support 5,210

West Texas A&M University

2501 4th Avenue
Canyon,TX79016 		NONE GOV General operating support 5,000

Cedarville University

251 N Main St
Cedarville,OH45314 		NONE PC General operating support 22,500

Malone University

2600 Cleveland Ave NW
Canton,OH44709 		NONE PC General operating support 14,350

North Carolina State University

2801 Founders Dr 4102 Nelson Hall
Raleigh,NC276957229 		NONE GOV General operating support 19,000

Saint Vincent College

300 Fraser Purchase Rd
Latrobe,PA15650 		NONE PC General operating support 30,000

University of New Haven

300 Orange Ave
West Haven,CT065161916 		NONE PC General operating support 26,500

Washington College

300 Washington Ave
Chestertown,MD21620 		NONE PC General operating support 39,750

Indiana University Foundation

301 University Boulevard Suite 1031
Indianapolis,IN46202 		NONE PC General operating support 1,010,834

Montana State University

307D Linfield Hall
Bozeman,MT597170292 		NONE GOV General operating support 359,495

Anderson University (SC)

316 Boulevard
Anderson,SC29621 		NONE PC General operating support 8,100

University of Rochester

317 Lattimore Hall PO Box 270401
Rochester,NY146270401 		NONE PC General operating support 40,000

North Park University

3225 W Foster Ave
Chicago,IL60625 		NONE PC General operating support 21,000

Hillsdale College

33 E College St
Hillsdale,MI49242 		NONE PC General operating support 55,000

Stevens Institute of Technology

330 Morton Hall
Hoboken,NJ07030 		NONE PC General operating support 104,000

Bowling Green State University

333 Shatzel Hall
Bowling Green,OH434030001 		NONE GOV General operating support 305,000

Kennesaw State University Foundation Inc

3391 Town Point Drive Suite 4530/Ma
il drop 9101
Kennesaw,GA30144 		NONE PC General operating support 465,667

Cornell University

341 Pine Tree Road
Ithaca,NY14850 		NONE PC General operating support 480,320

Institute for Humane Studies

3434 Washington Blvd MS 1C5
Arlington,VA22201 		NONE PC General operating support 5,500,000

Institute for Humane Studies

3434 Washington Blvd MS 1C5
Arlington,VA22201 		NONE PC General operating support 410,000

University of Pennsylvania

3451 Walnut St
Wynnewood,PA19104 		NONE PC General operating support 303,902

Johns Hopkins University

347 Gilman Hall
Baltimore,MD21218 		NONE PC General operating support 817,012

Center for Growth and Opportunity

3525 Old Main Hall
Logan,UT84322 		NONE PC General operating support 625,000

Northeastern University

360 Huntington Avenue
Boston,MA02115 		NONE PC General operating support 25,000

Brigid's Path

3601 South Dixie Drive
Kettering,OH45439 		NONE PC Educational Programs 5,000

University of Southern California

3670 Trousdale Parkway Ste 308 Brg
Hall - 308 Mc-0804
Los Angeles,CA900890071 		NONE PC General operating support 1,815,425

Xavier University

3800 Victory Pkwy
Cincinnati,OH45207 		NONE PC General operating support 100,000

Louisiana State University Foundation

3838 West Lakeshore Drive
Baton Rouge,LA70808 		NONE PC General operating support 727,500

Scholars at Risk Network

411 Lafayette St 3rd Floor
New York,NY10003 		NONE PC General operating support 300,000

University of Maryland - College Park

4113 Van Munching Hall
College Park,MD20742 		NONE GOV General operating support 72,602

George Mason University Foundation

4400 University Drive MS 2E1
Fairfax,VA22030 		NONE PC General operating support 2,299,072

Emergent Order Foundation Inc

4450 Frontier Trail
Austin,TX78745 		NONE PC Educational Programs 17,000

Stanford University

450 Serra Mall
Stanford,CA94305 		NONE PC General operating support 1,127,089

University of Maryland College Park Foundation

4603 Calvert Road
College Park,MD20740 		NONE PC General operating support 413,000

Jobs for the Future

50 Milk Street 17th Floor
Boston,MA02110 		NONE PC General operating support 600,000

Santa Clara University

500 El Camino Real
Santa Clara,CA950530385 		NONE PC General operating support 90,000

Susquehanna University

514 University Avenue
Selinsgrove,PA17870 		NONE PC General operating support 11,740

University of Nebraska - Lincoln

518 S 118th St
Lincoln,NE68154 		NONE PC General operating support 5,000

SkillUp Coalition

548 Market St
San Francisco,CA94104 		NONE PC Educational Programs 5,000

Lake Forest College

555 N Sheridan Rd
Lake Forest,IL60045 		NONE PC General operating support 25,755

Reason Foundation

5737 Mesmer Avenue
Los Angeles,CA90230 		NONE PC Educational Programs 4,038

Duquesne University

600 Forbes Ave
Pittsburgh,PA15282 		NONE PC General operating support 15,000

Rice University

6100 Main Street MS-375
Houston,TX77005 		NONE PC General operating support 579,000

Catholic University of America

620 Michigan Ave NE
Washington,DC20064 		NONE PC General operating support 1,575,784

Northwestern University

633 Clark Street
Evanston,IL60208 		NONE PC General operating support 5,000

Loyola University - New Orleans

6363 St Charles Ave
New Orleans,LA70118 		NONE PC General operating support 20,400

College of Charleston Foundation

66 George Street
Charleston,SC29424 		NONE PC General operating support 21,400

University of Oklahoma

660 Parrington Oval Rm 110
Norman,OK730190390 		NONE GOV General operating support 80,000

Baylor University

700 S University Parks Suite 670
Waco,TX76706 		NONE PC General operating support 174,500

Merit America

712 H Street NE Suite 1560
Washington,DC200023627 		NONE PC General operating support 2,000,000

The Last Mile

717 Market Street Suite 100
San Francisco,CA94103 		NONE PC Educational Programs 796

University of Notre Dame

724 Grace Hall
Notre Dame,IN46556 		NONE PC General operating support 1,562,408

Massachusetts Institute of Technology

77 Massachusetts Avenue
Cambridge,MA02139 		NONE PC General operating support 130,000

Villanova University

800 Lancaster Avenue
Villanova,PA190851699 		NONE PC General operating support 225,000

Utah Valley University

800 W University Pkwy
Orem,UT84058 		NONE PC General operating support 150,000

Per Scholas Inc

804 East 138th Street
Bronx,NY10454 		NONE PC General operating support 650,000

Miami University

804 S Elm St Apt 6
Oxford,OH45056 		NONE PC General operating support 264,736

Duke University

81 Beverly Dr
Durham,NC27707 		NONE PC General operating support 2,285,841

Make it Movement

828 W 6th Street
Austin,TX78703 		NONE PC General operating support 50,000

McGill University

855 Sherbrooke St W
Montreal,QCH3A2T7
CA 		NONE PC General operating support 13,000

Azusa Pacific University

901 E Alosta Ave PO Box 7000
Azusa,CA917027000 		NONE PC General operating support 22,000

Harvard University

95 Dunster Street
Cambridge,MA02138 		NONE PC General operating support 1,075,217

University of California - San Diego

9500 Gilman Dr
La Jolla,CA92093 		NONE PC General operating support 484,665

The George Washington University

C/O Tax Department 45155 Research P
STE 260
Ashburn,VA20147 		NONE PC Educational Programs 292,534

Syracuse University

Center for Policy Research 426 Egg
Syracuse,NY132441090 		NONE PC General operating support 25,000

University of Arizona

Center for the Philosophy of Freedo
845 N Park Ave Suite 280
Tucson,AZ85721 		NONE GOV General operating support 260,000

Pomona College

Claremont
Claremont,CA91711 		NONE PC General operating support 14,859

Dartmouth College

Dartmouth College
Hanover,NH03755 		NONE PC General operating support 841,833

Embry-Riddle Aeronautical University

Daytona Beach
Daytona Beach,FL32114 		NONE PC General operating support 13,656

Utah State University

Foundation 3500 Old Main Hill
Logan,UT84322 		NONE PC General operating support 2,500,000

King's College - London

Kings College London
Strand,GBWC2R2LS
UK 		NONE NC General operating support 5,000

Ottawa University

Lawrence
Lawrence,KS66067 		NONE PC General operating support 100,000

Let Grow

Let Grow Inc 228 Park Ave S Suite 7
7212
New York,NY10003 		NONE PC General operating support 250,000

Texas Tech Foundation

Office of Corporations and Foundati
PO Box 45025
Lubbock,TX794095025 		NONE PC General operating support 5,845

College of the Holy Cross

One College Street
Worcester,MA01610 		NONE PC General operating support 98,000

Pacific Research Institute

One Embarcadero Center Suite 350
San Francisco,CA94111 		NONE PC Educational Programs 3,500

Southern Methodist University

ONeil Center for Global Markets PO
Box 750333
Dallas,TX75275 		NONE PC General operating support 1,070,000

Virginia Military Institute Research Laboratories

PO Box 932
Lexington,VA24450 		NONE PC General operating support 20,888

University of Pittsburgh

Pittsburgh
Pittsburgh,PA15260 		NONE PC General operating support 988,333

To The Village Square Inc

PO Box 10352
Tallahassee,FL323022352 		NONE PC Educational Programs 11,692

Stephen F Austin State University

PO Box 13004 Sfa Sta
Nacodoches,TX759623004 		NONE GOV General operating support 25,000

University of Florida Foundation

PO Box 14425
Gainesville,FL32604 		NONE PC General operating support 1,100,000

University of Colorado - Colorado Springs

PO Box 173364 Campus Box 181
Denver,CO802173364 		NONE PC General operating support 255,000

Arizona State University

PO Box 877906
Tempe,AZ852877906 		NONE GOV General operating support 1,362,360

Arizona State University Foundation

PO Box 877906
Tempe,AZ852877906 		NONE PC General operating support 430,000

College of William & Mary

PO Box 8795
Williamsburg,VA231878795 		NONE GOV General operating support 323,040

Virginia Commonwealth University Foundation

Richmond
Richmond,VA23284 		NONE PC General operating support 14,774

Macalester College

Saint Paul
Saint Paul,MN55105 		NONE PC General operating support 12,800

University of St Andrews

Students Union Building
St Andrews,FifeKY169UZ
UK 		NONE NC General operating support 5,000

Association of Private Enterprise Education

Tennessee At Chattanooga 313 Fletch
615 McCallie Ave
Chattanooga,TN374032598 		NONE PC General operating support 30,000

University of California - Berkeley

The Regents of the University of Ca
660 Barrows Hall 2572
Berkely,CA94720 		NONE PC General operating support 118,931

Columbia University

The Trustees of Columbia University
Interchurch Center 9th Floor Mail
New York,NY10027 		NONE PC General operating support 33,000

Tufts University

Trustees of Tuft College Eaton Hal
Medford,MA02155 		NONE PC General operating support 505,000

University of Central Arkansas Foundation

UCA Box 4986
Conway,AR720354986 		NONE PC General operating support 483,140

Virginia Tech Foundation

University Gateway Center 902 Price
s Fork Road
Blacksburg,VA24601 		NONE PC General operating support 291,713

University of North Carolina - Chapel Hill

University of North Carolina at Cha
Chapel Hill,NC27599 		NONE PC General operating support 569,000

Middle Tennessee State University Foundation

Wood-Stegall Center Box 109
Murfreesboro,TN37132 		NONE PC General operating support 516,611

University of California - Los Angeles

10920 Wiltshire Blvd Ste 620
Los Angeles,CA90024 		NONE PC General operating support 84,225
Total .................................right arrow 3a 62,831,279
bApproved for future payment

Society for Human Resource Management Foundation
1800 Duke Street
Alexandria,VA22314 		NONE PC General operating support 300,000

George Mason University
4400 University Drive MS C31
Fairfax,VA22030 		NONE PC General operating support 5,000
Total ................................. right arrow 3b 305,000
Form 990-PF (2022)
Form 990-PF (2022)
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 70,532  
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 ............ 		    18 -617,500  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		    1 390,286  
bGRANT RECOVERIES         468,172
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -156,682 468,172
13Total. Add line 12, columns (b), (d), and (e)..................
13
311,490
(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 (2022)
Form 990-PF (2022)
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
MUSIC C4 INC 501(c)(4) COMMON DIRECTORS
BELIEVE IN PEOPLE INC 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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0


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
2022
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) (2022)
Schedule B (Form 990) (2022) 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
Charles G Koch 1997 Trust
 
4201 WILSON BLVD SUITE 800
 
Arlington, VA22203

$ 38,498


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Charles Hamilton
 
4201 WILSON BLVD SUITE 800
 
Arlington, VA22203

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Stand Together Trust
 
4201 WILSON BLVD SUITE 800
 
Arlington, VA22203

$ 200,000


(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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0

TY 2022 AccountingFeesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES - FORM 990-PF 42,037 4,204 0 37,833
ACCOUNTING FEES - FORM 990-T 4,671 0 0 0

TY 2022 AllOthProgRltdInvestmentsSch
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category Amount
NONE  

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

TY 2022 ExpenditureResponsibilityStmt
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
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 St Andrews
  		Students Union Building
St Andrews,FifeKY169UZ
UK 		2022-10-25 5,000 GENERAL OPERATING SUPPORT 5,000 NO 10/27/2023 - FULL REPORT OF ALL EXPENDITURES   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
King's College - London
  		Kings College London
Strand,LondonWC2R2LS
UK 		2022-03-23 5,000 GENERAL OPERATING SUPPORT 1,155 NO 2/14/2023 - 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 Surrey
  		Stag Hill
Guildford   GU27XH
UK 		2020-04-09 18,267 RESEARCH SUPPORT 0 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.
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.
Council on Integrity Results Reporting
  		1519 Oakwood Av
Highland Park,IL60035 		2020-02-03 187,000 PROGRAMMING SUPPORT 151,913 NO 5/23/2021 - 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 FINAL REPORT. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE; HOWEVER THE GRANTEE HAS CEASED OPERATIONS. THEREFORE, THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS.
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.
Public Choice Society
  		224C Forsyth College of Business
Cullowhee,NC28723 		2019-12-20 44,000 PROGRAMMING SUPPORT 4,500   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 Birmingham
  		EDGBASTON
BIRMINGHAM   B152TT
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.
University of Birmingham
  		EDGBASTON
BIRMINGHAM   B152TT
UK 		2021-05-17 50,000 TRAVEL AND RESEARCH SUPPORT 19,985 NO 01/27/2023 - 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 		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.
BRG Institute
  		2200 POWELL STREET SUITE 1200
EMERYVILLE,CA94608 		2020-10-15 475,000 GENERAL OPERATING SUPPORT 346,703 NO 03/31/2022 - 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.

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

TY 2022 GainLossSaleOtherAssetsSch
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
STVL3   P    
CKF 		682,500 1,300,000     -617,500  

TY 2022 GeneralExplanationAttachment
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Identifier Return Reference Explanation
FORM AND INFORMATION Form 990-PF, Part XIV, Line 2b ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN THIS ATTACHMENT SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5.CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES,IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT NO MATERIALS BEYOND WHAT ARE DESCRIBED ABOVE BE INCLUDED.
RESTRICTIONS AND LIMITATIONS Form 990-PF, Part XIV, Line 2d THE CHARLES KOCH FOUNDATION SUPPORTS STUDENTS AND SCHOLARS PURSING RESEARCH AND EXPANDING EDUCATIONAL PROGRAMS THAT HELP PEOPLE REACH THEIR FULL POTENTIAL THROUGH WORK ON POVERTY, IMMIGRATION, CRIMINAL JUSTICE REFORM, FREE EXPRESSION, AND OTHER CRITICAL ISSUES. THE FOUNDATION GENERALLY SUPPORTS ONLY INTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIES AND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITED STATES. GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLY NOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BE CONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUAL GRANT PROGRAM. THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOR OVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILAR INSTITUTIONS. OVERHEAD INCLUDES, BUT IS NOT LIMITED TO, INSUFFICIENTLY SPECIFIED INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.) AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.)

TY 2022 InvestmentsLandSchedule2
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 1,840,000 0 1,840,000 1,840,000

TY 2022 InvestmentsOtherSchedule2
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PASSIVE FUND III FMV 738,655,923 738,655,923
PASSIVE FUND IX FMV 0 0

TY 2022 LegalFeesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 532 0 0 532


TY 2022 OtherExpensesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 9,699 0 0 9,699
DUES/LICENSES 8,989 0 0 8,989
INVESTMENTS - CHARITABLE 0 0 0 13,071
INVESTMENT EXPENSES 0 22,592,527 0 0
POSTAGE & DELIVERY 831 0 0 831
TELECOMMUNICATION 489 0 0 489
ADVERTISING & PROMOTION 162,050 0 0 161,150
BAD DEBT EXPENSE 492 0 0 0
BANK FEES 4,924 4,924 0 0
INSURANCE 753 0 0 753


TY 2022 OtherIncomeSchedule2
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME - MISCELLANEOUS 388,286 0 0
OTHER INCOME - GRANT RECOVERIES 468,172 0 0
INVESTMENTS - OTHER INCOME 0 24,735,868 0
INVESTMENTS - RENTAL INCOME/LOSS 0 -1,401,296 0


TY 2022 OtherIncreasesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Description Amount
UNREALIZED GAINS/LOSSES 48,419,708


TY 2022 OtherLiabilitiesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Description Beginning of Year - Book Value End of Year - Book Value
INCOME TAX PAYABLE 0 2,525,000
SHORT TERM LINE OF CREDIT 0 100,000


TY 2022 OtherProfessionalFeesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL CONSULTING FEES 319,229 0 0 319,229


TY 2022 TaxesSchedule
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FOREIGN TAXES 0 304,664 0 0
INVESTMENT EXCISE TAXES 2,407,301 0 0 0
PROPERTY TAXES 132 0 0 132
PAYROLL TAXES 283,370 0 0 283,370


TY 2022 TransfersFrmControlledEntities
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Name US /
Foreign Address		 EIN Description Amount
PASSIVE FUND II PO BOX 5004
WICHITA,KS67201 		47-2537421 DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 36,235,309
PASSIVE FUND III PO BOX 5004
WICHITA,KS67201 		85-1484620 DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 27,000,000
Total      

TY 2022 TransfersToControlledEntities
Name:
Charles Koch Foundation
EIN:
48-0918408
Software ID:
22016089
Software Version:
2022v5.0
Name US /
Foreign Address		 EIN Description Amount
PASSIVE FUND IX 4201 WILSON BLVD SUITE 800
ARLINGTON,VA22203 		85-2667830 CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 850,000
Total