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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
KOCH FOUNDATION INC
 
% Robert L Koch II
Number and street (or P.O. box number if mail is not delivered to street address)10 S 11TH AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EVANSVILLE, IN477125020
A Employer identification number

35-6023372
B Telephone number (see instructions)

C 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$61,493,648J 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) 2,600,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 87,458 87,458 0
4 Dividends and interest from securities... 828,243 828,243 0
5a Gross rents............ 0 0 0
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
1,619,444
b Gross sales price for all assets on line 6a 10,242,493
7 Capital gain net income (from Part IV, line 2)... 1,619,444
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 5,135,145 2,535,145 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,374 51,374 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,961 14,961 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,335 66,335 0 0
25 Contributions, gifts, grants paid....... 2,897,162 2,897,162
26 Total expenses and disbursements. Add lines 24 and 25 2,963,497 66,335 0 2,897,162
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,171,648
b Net investment income (if negative, enter -0-) 2,468,810
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,426,911 682,806 682,806
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 33,673,085 Click to see attachment
List of Attached Documents:
// Content
36,479,765 		58,223,659
c Investments—corporate bonds (attach schedule)....... 2,109,164 Click to see attachment
List of Attached Documents:
// Content
2,614,740 		2,587,183
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     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) 37,209,160 39,777,311 61,493,648
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 33,653,118 36,253,118
27 Paid-in or capital surplus, or land, bldg., and equipment fund 3,556,042 3,524,193
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,209,160 39,777,311
30 Total liabilities and net assets/fund balances (see instructions). 37,209,160 39,777,311
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
37,209,160
2
Enter amount from Part I, line 27a .....................
2
2,171,648
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
402,669
4
Add lines 1, 2, and 3 ..........................
4
39,783,477
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,166
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,777,311
Form 990-PF (2023)
Form 990-PF (2023)
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 Public Traded Securities      
b Public Traded Securities      
c Public Traded Securities      
d Public Traded Securities      
e Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
Public Traded Securities      
(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 15 0 15 0
b 56,499 0 65,767 -9,268
c 59,401 0 63,297 -3,896
d 15 0 15 0
e 15 0 15 0
98,130 0 98,130 0
14 0 14 0
15 0 15 0
14 0 14 0
15 0 14 1
15 0 15 0
30 0 30 0
95,938 0 95,938 0
32,115 0 37,805 -5,690
8 0 1,234 -1,226
50,000 0 54,067 -4,067
27,323 0 0 27,323
109,228 0 78,539 30,689
16,581 0 28,640 -12,059
70,040 0 60,833 9,207
173,341 0 119,068 54,273
97,030 0 130,336 -33,306
40,841 0 20,713 20,128
22,656 0 29,822 -7,166
53,244 0 179,446 -126,202
18,376 0 26,396 -8,020
27,105 0 69,177 -42,072
28,863 0 21,086 7,777
88,103 0 91,270 -3,167
54,522 0 11,491 43,031
57,002 0 40,694 16,308
42,999 0 24,571 18,428
33,053 0 33,340 -287
23,445 0 22,500 945
38,732 0 26,223 12,509
78,476 0 96,125 -17,649
192,963 0 182,828 10,135
59,388 0 63,813 -4,425
139,667 0 151,773 -12,106
106,407 0 96,612 9,795
3,690,039 0 4,009,883 -319,844
799,410 0 333,969 465,441
301,129 0 218,790 82,339
2,345,291 0 1,510,879 834,412
815,000 0 336,390 478,610
300,000 0 191,457 108,543
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
b       -9,268
c       -3,896
d       0
e       0
      0
      0
      0
      0
      1
      0
      0
      0
      -5,690
      -1,226
      -4,067
      27,323
      30,689
      -12,059
      9,207
      54,273
      -33,306
      20,128
      -7,166
      -126,202
      -8,020
      -42,072
      7,777
      -3,167
      43,031
      16,308
      18,428
      -287
      945
      12,509
      -17,649
      10,135
      -4,425
      -12,106
      9,795
      -319,844
      465,441
      82,339
      834,412
      478,610
      108,543
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 1,619,444
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 34,316
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 34,316
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 34,316
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,961
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,961
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.......right arrow 9 14,355
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowIN
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowSusan E Parsons Telephone no.right arrow (812) 465-9800

Located atright arrow10 S 11TH AVEEVANSVILLEIN ZIP+4right arrow477125020
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
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
Robert L Koch IIClick to see attachment
List of Attached Documents:
// Content
President
2.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Kevin R KochClick to see attachment
List of Attached Documents:
// Content
Vice President
2.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
James H MuehlbauerClick to see attachment
List of Attached Documents:
// Content
Vice President
2.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Susan E ParsonsClick to see attachment
List of Attached Documents:
// Content
Treasurer
2.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Jennifer K SladeClick to see attachment
List of Attached Documents:
// Content
Secretary
5.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
David M KochClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Brad J MuehlbauerClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Steven A ChurchClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Glen J MuehlbauerClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
Josh GilbergClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 0
14 S Eleventh Avenue
Evansville,IN47712
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
55,711,558
b
Average of monthly cash balances.......................
1b
264,635
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
55,976,193
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
55,976,193
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
839,643
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,136,550
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,756,828
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
2,756,828
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
34,316
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
34,316
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,722,512
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,722,512
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,722,512
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
2,897,162
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,897,162
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,722,512
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 45,131
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,897,162
a Applied to 2022, but not more than line 2a 45,131
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 2023 distributable amount..... 2,852,031
e Remaining amount distributed out of corpus 129,519
5 Excess distributions carryover applied to 2023.    
(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 5 129,519
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		-129,519
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		129,519
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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.
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:
see statement
14 S 11th Ave
Evansville,IN47712
(812) 465-9800
bThe form in which applications should be submitted and information and materials they should include:
see statement
cAny submission deadlines:
see statement
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
see statement
Form 990-PF (2023)
Form 990-PF (2023)
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
Albion Fellows Bacon Foundation


P O Box 3164
Evansville,IN47731 		No Relationship PF Charitable Operations 5,000
Alex and Ali Foundation Inc


3834 Lomond Court
Greenwood,IN46143 		No Relationship PF Charitable Operations 1,000

Alliance for Catholic Urban Education

1125 Madison Ave
Covington,KY41011 		No Relationship PF Charitable Operations 1,000
ALS


2258 Weldon Pkwy
St Louis,MO63416 		No Relationship PF Charitable Operations 1,000
American Cancer Society


PO box 1685
Atlanta,GA30301 		No Relationship PF Charitable Operations 1,500

American Foundation for Suicide Prevention

14350 Mundy Frive 800 199
Noblesville,IN46060 		No Relationship PF Charitable Operations 250
American Red Cross


29 South Stockwell
Evansville,IN47714 		No Relationship PF Disaster Relief Capital Cam 2,500

Annunciation School at Christ the King

3010 East Chandler Ave
Evansville,IN47714 		No Relationship PF Charitable Operations 5,500
Ark Crisis Prevention Nursery


415 Lincoln Ave
Evansville,IN47713 		No Relationship PF Charitable Operations 5,000

Arts Council of Southwestern Indiana

212 Main Street
Evansville,IN47708 		No Relationship PF Charitable Operations 2,500
Aurora


1100 Lincoln Ave
Evansville,IN47714 		No Relationship PF Charitable Operations 5,000
Autism Evansville


PO Box 8052
Evansville,IN47716 		No Relationship PF Charitable Operations 2,000
Big Brothers Big Sisters


320 SE Martin Luther King
Evansville,IN47713 		No Relationship PF Charitable Operations 5,000
Boonville Band Sponsors


PO Box 101
Boonville,IN47601 		No Relationship PF Charitable Operations 50

Boy Scouts of Am Buffalo Trace Council

3501 E Lloyd Expressway
Evansville,IN47715 		No Relationship PF Charitable Operations 2,500
Boys Girls Club of Evansville


P O Box 4194
Evansville,IN477244194 		No Relationship PF Charitable Operations 5,000
Cancer Pathways Midwest


5740 Vogel Road
Evansville,IN47715 		No Relationship PF Charitable Operations 10,000
Carver Community Organization


400 SE 8th Street
Evansville,IN47713 		No Relationship PF Charitable Operations 8,500
Castle Band Boosters Inc


PO Box 641
Newburgh,IN47629 		No Relationship PF Charitable Operations 14,000
Castle High School


3344 Hwy 261
Newburgh,IN47630 		No Relationship PF Charitable Operations 1,000
Castle Youth Football League Inc


4906 Lincoln Pointe Drive
Newburgh,IN47630 		No Relationship PF Charitable Operations 1,500
Catholic Charities Bureau


2111 Stringtown Road
Evansville,IN47711 		No Relationship PF Charitable Operations 548
Catholic Diocese of Evansville


4200 N Kentucky Ave
Evansville,IN47724 		No Relationship PF Charitable Operations 21,250
Cedarville Univesity


251 N Main St
Cedarville,OH72022 		No Relationship PF Charitable Operations 250
Chandler Elementary School


401 Jaycee Street
Chandler,IN47610 		No Relationship PF Charitable Operations 1,795

Congregations acting for Justice and Empowerment

PO Box 18172
Evansville,IN47719 		No Relationship PF Charitable Operations 1,500
Corpus Christi Church School


5528 Hogue Road
Evansville,IN47712 		No Relationship PF Charitable Operations 2,500
Deaconess Hospital Foundation


600 Mary Street
Evansville,IN47710 		No Relationship PF Charitable Operations 9,250
Dream Center


PO Box 4793
Evansville,IN47724 		No Relationship PF Charitable Operations 40,000

Easter Seals of Southwestern Indiana

3701 Bellemeade Ave
Evansville,IN477140137 		No Relationship PF Capital Campaign 105,000
EB Feline Rehoming


PO box 25662
Fort Wayne,IN46825 		No Relationship PF Charitable Operations 1,000
Equal Opportunity Schools


130 Nickerson Street Suite 200
Seattle,WA98109 		No Relationship PF Charitable Operations 4,000
Evansville African American Museum


534 579 Lincoln Ave
Evansville,IN47712 		No Relationship PF Charitable Operations 1,500

Evansville Catholic Interparochial High Schools

4200 N Kentucky Ave
Evansville,IN47711 		No Relationship PF Charitable Operations 16,340
Evansville Christian Life Center


509 S Kentucky Ave
Evansville,IN47714 		No Relationship PF Capital Campaign 5,000
Evansville Day School


3400 N Greenriver Rd
Evansville,IN47715 		No Relationship PF Charitable Operations 5,000
Evansville Museum of Arts Science


411 S E Riverside Dr
Evansville,IN47713 		No Relationship PF Charitable Operations 258,000
Evansville P-47 Foundation Inc


4825 North Spring Street
Evansville,IN47711 		No Relationship PF Charitable Operations 25,000
Evansville Parks Foundation


6621 Hogue Rd
Evansville,IN47712 		No Relationship PF Charitable Operations 5,200

Evansville Police Department Foundation

P O Box 3114
Evansville,IN47730 		No Relationship PF Charitable Operations 2,500
Evansville Rescue Mission


300 SE Martin Luther King Jr Blvd
Evansville,IN47713 		No Relationship PF Charitable Operations 100,000
Evansville Zoological Society


1545 Mesker Park Drive
Evansville,IN47720 		No Relationship PF Charitable Operations 5,500
Forefront Community Therapy Inc


201 SE 4th St Ste E
Evansville,IN47713 		No Relationship PF Charitable Operations 500
Foundation for Better Health Inc


420 Mulberyy Street
Evansville,IN47713 		No Relationship PF Charitable Operations 20,000
Good Shepherd Catholic School


2301 N Stockwell Rd
Evansville,IN47715 		No Relationship PF Charitable Operations 3,000
Granted


4445 Commerce St Suite 108
Evansville,IN47710 		No Relationship PF Charitable Operations 25,000
Habitat for Humanity of Evansville


1401 N Fares
Evansville,IN47711 		No Relationship PF Charitable Operations 152,000
HealthNetwork Foundation


33 River Street
Chagrin Falls,OH44022 		No Relationship PF Charitable Operations 4,000
Henderson Area Arts Alliance


P O Box 234
Henderson,KY42419 		No Relationship PF Charitable Operations 5,000
Henderson Community College


2660 Green Street
Henderson,KY42420 		No Relationship PF Charitable Operations 20,000

Henderson County EDC Industrial Foundation

P O Box 874
Henderson,KY42419 		No Relationship PF Charitable Operations 20,000
Henderson Economic Development


207 N Elm Street
Henderson,KY42420 		No Relationship PF Charitable Operations 20,000
Henderson Lions Club


P O Box 842
Henderson,KY42419 		No Relationship PF Charitable Operations 500
Henderson Rotary Club


PO Box 772514
Henderson,KY42420 		No Relationship PF Charitable Operations 500
Holy Spirit Catholic School


1760 South Lodge Ave
Evansville,IN47714 		No Relationship PF Charitable Operations 5,000

Hospitality and Outreach for Latin American

318 Main Street STE 103
Evansville,IN47708 		No Relationship PF Charitable Operations 2,500

IN Society of Pro Engineers Education Foundation

2734 N 700 E
Franklin,IN46131 		No Relationship PF Charitable Operations 1,500
Indiana University


601 East Kirkwood Avenue
Bloomington,IN47405 		No Relationship PF Scholarships 2,000
It Takes a Village Canine Rescue


1417 N Stockwell Rd
Evansville,IN47715 		No Relationship PF Charitable Operations 250
IU Foundation Cancer Research


535 Barnhill Drive
Indianapolis,IN46202 		No Relationship PF Charitable Operations 7,500
IU Health Foundation


1633 N Capitol Ave Suite 1200
Indianapolis,IN46202 		No Relationship PF Charitable Operations 8,059
IUPUI


PO Box 6020
Indianapolis,IN46206 		No Relationship PF Scholarships 2,000

Junior Achievement - Henderson District

1195 Wing Ave
Owensboro,KY42303 		No Relationship PF Charitable Operations 10,500
Junior Achievement


100 NW 2nd Ave Suite 112
Evansville,IN47708 		No Relationship PF Charitable Operations 9,720

Juvenile Diabetes Research Foundation

120 Wall Street 19th Floor
New York,NY10005 		No Relationship PF Charitable Operations 15,000
Kennedy Krieger Institute


707 N Broadway
Baltimore,MD21205 		No Relationship PF Charitable Operations 200
Kentucky Wesleyan College


3000 Frederica Street
Owensboro,KY42301 		No Relationship PF Charitable Operations 5,000
Killgoar Foundation


1953 Plymouth SE
Grand Rapids,MI49506 		No Relationship PF Charitable Operations 1,097

Koch Family Childrens Museum of Evansville

P O Box 122
Evansville,IN47701 		No Relationship PF Capital Campaign 257,060
Lampion Center


655 S Hebron Avenue
Evansville,IN47714 		No Relationship PF Charitable Operations 2,500
Marian Educational Outreach


520 S Benninghof Ave
Evansville,IN47713 		No Relationship PF Charitable Operations 7,500
Mater Dei High School


1300 Harmony Way
Evansville,IN47712 		No Relationship PF Charitable Operations 3,500
Montessori Academy


4611 Adams Way
Evansville,IN47714 		No Relationship PF Charitable Operations 2,500
Mountain View Foundation


3151 Sandy Plains Road
Marietta,GA30066 		No Relationship PF Charitable Operations 53
Navarro County United Way


PO Box 567
Corsicana,TX75151 		No Relationship PF Charitable Operations 11,386
Nextech


615 N Alabama St STE 300
Indianapolis,IN46204 		No Relationship PF Charitable Operations 7,500
Norton Healthcare Foundation


224 E Broadway 5th Fl
Louisville,KY40202 		No Relationship PF Charitable Operations 2,000
Peace Zone


410 Mulberry Street
Evansville,IN47713 		No Relationship PF Charitable Operations 2,500
Plymouth Harbor Foundation


700 John Ringling Blvd
Sarasota,FL34236 		No Relationship PF Charitable Operations 250
Potters Wheel


333 Jefferson Avenue
Evansville,IN47713 		No Relationship PF Charitable Operations 25,000
Purdue University Foundation


403 West Wood Street
West Lafayette,IN47907 		No Relationship PF Charitable Operations 500
Purdue University


610 Purdue Mall
West Lafayette,IN479071060 		No Relationship PF Scholarships 4,000
Reitz Home Preservation Society


P O Box 1322
Evansville,IN477061322 		No Relationship PF Charitable Operations 1,000
Reitz Memorial Catholic High School


1500 Lincoln Avenue
Evansville,IN47714 		No Relationship PF Charitable Operations 713,500
Rice Independent School District


1302 SW Mckinney Street
Rice,TX75155 		No Relationship PF Charitable Operations 5,000
Right to Life of Southwest Indiana


20 NW Fourth St Suite 308
Evansville,IN47708 		No Relationship PF Charitable Operations 2,700
Riley Hospital Foundation


30 S Meridian St Suite 200
Indianapolis,IN46204 		No Relationship PF Charitable Operations 5,000
Riverview Regional Medical Center


600 S Third Street
Gadsden,AL35901 		No Relationship PF Charitable Operations 375
Ronald McDonald Charities


3540 Washington Ave
Evansville,IN47714 		No Relationship PF Charitable Operations 10,000
Rotary Club of Evansville


PO Box 1131
Evansville,IN47706 		No Relationship PF Charitable Operations 1,000
Salvation Army


PO Box 4055
Evansville,ID47724 		No Relationship PF Charitable Operations 1,000
Salvation Army of Henderson


1213 Washington Street
Henderson,KY42420 		No Relationship PF Charitable Operations 5,000
Santa Claus Museum


PO Box 1
Santa Claus,IN47579 		No Relationship PF Charitable Operations 1,000
Scholarship America


PO Box 772514
Detroit,MI482772514 		No Relationship PF Scholarships 53,780
Signature School Foundation


610 Main Street
Evansville,IN47708 		No Relationship PF Capital Campaign 19,400
Siskin Rehabilitation Center


529 Oak Street
Chattanooga,TN37403 		No Relationship PF Charitable Operations 1,284
Southwestern Foundation Inc


415 Mulberry Street
Evansville,IN47713 		No Relationship PF Charitable Operations 500
St Benedict School


530 South Harlan Avenue
Evansville,IN47714 		No Relationship PF Charitable Operations 4,000
St Jude Childrens Research Hospital


501 St Jude Place
Memphis,TN38105 		No Relationship PF Charitable Operations 280
The Way of Rockport


317 Main Street PO Box 506
Rockport,IN476350506 		No Relationship PF Charitable Operations 5,000
University of Evansville


1800 Lincoln Avenue
Evansville,IN47722 		No Relationship PF Charitable Operations 1,100
University of Kentucky


128 Funkhouser Bldg
Lexington,KY40506 		No Relationship PF Scholarships 4,000
University of Louisville


2211 South Brook Street
Louisville,KY40208 		No Relationship PF Scholarships 2,000
University of Notre Dame


1100 Grace Hall
Notre Dame,IN465565612 		No Relationship PF Charitable Operations 500
USI Foundation


8600 University Blvd
Evansville,IN47712 		No Relationship PF Charitable Operations 3,400
Vanderbilt University


2301 Vanderbilt Place
Nashville,TN37240 		No Relationship PF Charitable Operations 100
Vanderburgh County 4H Council


13301 Darmstadt Road Suite A
Evansville,IN47725 		No Relationship PF Charitable Operations 4,000

Vera Bradley Foundation for Breast Cancer

12420 Stonebridge Road
Roanoke,IN46783 		No Relationship PF Charitable Operations 2,500
Welborn Baptist Hopital


20 NW 3rd Street
Evansville,IN47708 		No Relationship PF Charitable Operations 15,000
Wesselman Woods Nature Preserve


551 North Boeke Rd
Evansville,IN47711 		No Relationship PF Charitable Operations 5,000
Western Kentucky University


1 Big Red Way
Bowling Green,KY42101 		No Relationship PF Scholarships 2,000
Whitfield Healthcare Foundation


PO Box 1168
Dalton,GA30722 		No Relationship PF Charitable Operations 1,200

Williamson Medical Center Foundation

4321 Carothers Parkway Suite 603
Franklin,TN37067 		No Relationship PF Charitable Operations 775
YMCA of Southwestern Indiana


222 NW 6th St
Evansville,IN47708 		No Relationship PF Charitable Operations 10,000
Young Life of Evansville


PO Box 4375
Evansville,IN47724 		No Relationship PF Charitable Operations 1,500
Young Life of Newburgh


5088 S Plaza Drive
Newburgh,IN47630 		No Relationship PF Charitable Operations 1,400
YWCA


118 Vine Street
Evansville,IN47708 		No Relationship PF Charitable Operations 1,000
United Way of Greater St Louis


P O Box 14507
St Louis,MO63178 		No Relationship PF Charitable Operations 5,339
Ascension St Vincent Foundation


3700 Washington Avenue
Evansville,IN47750 		No Relationship PC Charitable Operations 5,610
Evansville Philharmonic Orchestra I


PO Box 84
Evansville,IN47701 		No Relationship PC Charitable Operations 20,000
Evansville ARC Foundation


615 W Virginia St
Evansville,IN47724 		No Relationship PC Charitable Operations 250
EVSC Foundation Inc


951 Walnut St
Evansville,IN47713 		No Relationship PC Charitable Operations 4,000
Keep Evansville Beautiful


223 Main Street
Evansville,IN47708 		No Relationship PC Charitable Operations 10,000
St John the Baptist School


625 Frame Rd
Newburgh,IN47630 		No Relationship PC Charitable Operations 5,000
St Meinrad Archabbey School


200 Hill Drive
St Meinrad,IN475771025 		No Relationship PC Charitable Operations 200,250
St Alphonsus Liguori Roman Catholic


1870 W Oak St
Zionsville,IN46077 		No Relationship PC Charitable Operations 1,500
Susan G Komen Breast Cancer Foundat


5005 LBJ Freeway Suite 370
Dallas,TX75244 		No Relationship PC Charitable Operations 2,500
United Way of Bluegrass


100 Midland Ave 300
Lexington,KY40508 		No Relationship PC Charitable Operations 260
United Way of Central Indiana


P O Box 88409
Indianapolis,IN46208 		No Relationship PC Charitable Operations 1,170
United Way of Henderson County


P O Box 1097
Henderson,KY42419 		No Relationship PC Charitable Operations 119,416
United Way of Louisville KY


P O Box 4488
Louisville,KY402040488 		No Relationship PC Charitable Operations 3,040
United Way of Metro Atlanta


275 Pryor Street Southwest
Atlanta,GA30303 		No Relationship PC Charitable Operations 2,790
United Way of Metro Nashville


250 Venture Circle
Nashville,TN37228 		No Relationship PC Charitable Operations 422
United Way of Morgan County


P O Box 1058
Decatur,AL35602 		No Relationship PC Charitable Operations 2,005
United Way of Natrona County


P O Box 2046
Casper,WY82602 		No Relationship PC Charitable Operations 1,646
United Way of Posey County


2115 S Kimball St
Mount Vernon,IN47620 		No Relationship PC Charitable Operations 1,000
United Way of Southeastern Michigan


3011 W Grand Blvd 500
Detroit,MI48202 		No Relationship PC Charitable Operations 7,150
United Way of Southwestern Indiana


210 Locust Street
Evansville,IN47708 		No Relationship PC Charitable Operations 208,012
Youth First Foundation Inc


401 SE Sixth St
Evansville,IN47715 		No Relationship PC Charitable Operations 52,500
Total .................................right arrow 3a 2,897,162
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 87,458 0
4 Dividends and interest from securities ....   0 14 828,243 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0 18 1,619,444 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,535,145 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,535,145
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
 
(2) Other assets.................................
1a(2)
 
 
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
 
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
 
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
 
(4) Reimbursement arrangements...........................
1b(4)
 
 
(5) Loans or loan guarantees.............................
1b(5)
 
 
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
 
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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 (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
23017649
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
Bonds 2,614,740 2,587,183

TY 2023 InvestmentsCorpStockSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Stocks 36,479,765 58,223,659

TY 2023 OtherDecreasesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
23017649
Software Version:
V2.0
Description Amount
Unrealized loss 6,166


TY 2023 OtherIncreasesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
23017649
Software Version:
V2.0
Description Amount
Adjust book value to actual based on investment statements 402,669


TY 2023 OtherProfessionalFeesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Fees 51,374 51,374 0 0


TY 2023 TaxesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 14,961 14,961 0 0