Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
KOCH FOUNDATION INC
 
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
EVANSVILLE
State or province
IN
Country  
ZIP or foreign postal code
477125020
A Employer identification number

35-6023372
B Telephone number (see instructions)

8124659668
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$81,301,172J 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) 2,500,000
2 Check .................
3 Interest on savings and temporary cash investments 85,815 85,815  
4 Dividends and interest from securities... 893,848 893,848 0
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
1,281,037
b Gross sales price for all assets on line 6a 4,911,911
7 Capital gain net income (from Part IV, line 2)... 1,281,037
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........ 4,760,700 2,260,700 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)......... Click to see attachment
List of Attached Documents:
// Content
7,688 7,688 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
53,290 53,290 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
42,690 42,690 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)....... Click to see list of attachments
List of Attached Documents:
// Content
9,932 9,932 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 113,600 113,600 0 0
25 Contributions, gifts, grants paid....... 3,967,835 3,967,835
26 Total expenses and disbursements. Add lines 24 and 25 ................ 4,081,435 113,600 0 3,967,835
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 679,265
b Net investment income (if negative, enter -0-) 2,147,100
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 1,362,506 1,761,945 1,761,945
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts   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)....... 38,885,162 Click to see attachment
List of Attached Documents:
// Content
39,406,525 		77,581,888
c Investments—corporate bonds (attach schedule)....... 2,167,067 Click to see attachment
List of Attached Documents:
// Content
1,910,603 		1,957,339
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,414,735 43,079,073 81,301,172
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 ) 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
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 38,923,118 41,423,118
27 Paid-in or capital surplus, or land, bldg., and equipment fund 3,491,617 1,655,955
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 42,414,735 43,079,073
30 Total liabilities and net assets/fund balances (see instructions). 42,414,735 43,079,073
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
42,414,735
2
Enter amount from Part I, line 27a .....................
2
679,265
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
379
4
Add lines 1, 2, and 3 ..........................
4
43,094,379
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
15,306
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
43,079,073
Form 990-PF (2025)
Form 990-PF (2025)
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      
(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 50,000 0 49,122 878
b 50,000 0 48,034 1,966
c 91,164 0 85,000 6,164
d 89,426 0 91,732 -2,306
e 52,770 0 50,450 2,320
50,000 0 55,188 -5,188
50,000 0 49,887 113
50,000 0 50,667 -667
50,000 0 50,197 -197
700,000 0 178,872 521,128
600,000 0 143,441 456,559
129,061 0 166,221 -37,160
154,222 0 222,031 -67,809
132,031 0 158,848 -26,817
79,585 0 99,160 -19,575
58,267 0 99,132 -40,865
96,742 0 110,343 -13,601
136,567 0 113,078 23,489
70,254 0 100,256 -30,002
89,461 0 100,385 -10,924
69,113 0 111,601 -42,488
92,944 0 105,206 -12,262
149,207 0 66,671 82,536
172,822 0 67,147 105,675
278,550 0 154,613 123,937
115,527 0 148,393 -32,866
147,868 0 22,594 125,274
51,688 0 32,854 18,834
45,781 0 100,776 -54,995
109,684 0 114,422 -4,738
89,156 0 41,682 47,474
42,680 0 12,428 30,252
122,707 0 150,167 -27,460
18,977 0 15,265 3,712
192,015 0 175,902 16,113
61,261 0 27,169 34,092
179,752 0 83,726 96,026
142,629 0 124,161 18,468
50,000 0 54,053 -4,053
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       878
b       1,966
c       6,164
d       -2,306
e       2,320
      -5,188
      113
      -667
      -197
      521,128
      456,559
      -37,160
      -67,809
      -26,817
      -19,575
      -40,865
      -13,601
      23,489
      -30,002
      -10,924
      -42,488
      -12,262
      82,536
      105,675
      123,937
      -32,866
      125,274
      18,834
      -54,995
      -4,738
      47,474
      30,252
      -27,460
      3,712
      16,113
      34,092
      96,026
      18,468
      -4,053
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 1,281,037
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 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 29,845
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 29,845
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 29,845
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 45,552
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,552
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 15,707
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax15,707 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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
Yes
 
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)
IN
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofNeil T McDonald Telephone no. (812) 465-9800

Located at10 S 11TH AVEEVANSVILLEIN ZIP+4477125020
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Neil T McDonaldClick 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
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
76,107,055
b
Average of monthly cash balances.......................
1b
390,549
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
76,497,604
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
76,497,604
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,147,464
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,350,140
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,767,507
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,767,507
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
29,845
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
29,845
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,737,662
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,737,662
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
3,737,662
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, line 26, column (d) ..........
1a
3,967,835
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
3,967,835
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,737,662
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 411,194
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,967,835
a Applied to 2024, but not more than line 2a 411,194
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 2025 distributable amount..... 3,556,641
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		181,021
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

ALEX AND ALI FOUNDATION INC

126 W JENNINGS ST
Newburgh,IN47630 		No Relationship   Charitable Operations 1,500

ALS ASSOCIATION NATL

1050 Craig Road
Saint Louis,MO63146 		No Relationship   Charitable Operations 500

AMERICAN CANCER SOCIETY

318 MAIN STREET
Evansville,IN47708 		No Relationship   Charitable Operations 500

AMERICAN RED CROSS

29 South Stockwell
Evansville,IN47714 		No Relationship   Charitable Operations 10,395

ANGELS FOR ANIMALS

14 SAG HARBOR COURT
Saint Charles,MO63303 		No Relationship   Charitable Operations 2,000

ANNUNCIATION SCHOOL

3010 East Chandler Ave
Evansville,IN47714 		No Relationship   Charitable Operations 120,500

ASCENSION ST VINCENT EVANSVILLE FOUND

3700 Washington Avenue
Evansville,IN47750 		No Relationship   Charitable Operations 4,750

AUTISM EVANSVILLE

PO Box 8052
Evansville,IN47716 		No Relationship   Charitable Operations 1,000

BALLET INDIANA

303 STOCKWELL ROAD STE B
Evansville,IN47715 		No Relationship   Charitable Operations 1,500

BENEDICTINE SCHOOLS OF RICHMOND

12829 RIVER ROAD
RICHMOND,VA23238 		No Relationship   Charitable Operations 1,000

BENEDICTINES OF MARY QUEEN OF APOSTLES

6825 NURRENBERN RD
Evansville,IN47712 		No Relationship   Charitable Operations 10,000

BIG BROTHERS BIG SISTERS OF SW IN

320 SE Martin Luther King
Evansville,IN47713 		No Relationship   Charitable Operations 2,500

BOY SCOUTS OF AM BUFFALO TRACE COUNCIL

3501 E Lloyd Expressway
Evansville,IN47715 		No Relationship   Charitable Operations 3,000

BREAKTHROUGH T1D

225 S East St Ste 280
Indianapolis,IN46202 		No Relationship   Charitable Operations 15,000

BUILDING BLOCKS

101 NW 1ST ST SUITE 118
Evansville,IN47708 		No Relationship   Charitable Operations 75,000

CAMP KESEM

440 N Barranca Ave 2273
Covina,CA91723 		No Relationship   Charitable Operations 250

CANCER PATHWAYS MIDWEST

5740 Vogel Road
Evansville,IN47715 		No Relationship   Charitable Operations 2,500

CARVER COMMUNITY ORGANIZATION

400 SE 8th Street
Evansville,IN47713 		No Relationship   Charitable Operations 1,000

CASTLE BAND BOOSTERS INC

PO Box 641
Newburgh,IN47629 		No Relationship   Charitable Operations 3,500

CASTLE HIGH SCHOOL

3344 Hwy 261
Newburgh,IN47630 		No Relationship   Charitable Operations 500

CASTLE HIGH SCHOOL SHOW CHOIR BOOSTER CLU

3344 HWY 261
Newburgh,IN47631 		No Relationship   Charitable Operations 500

CASTLE ROBOTICS

3344 IN Hwy 261
Newburgh,IN47630 		No Relationship   Charitable Operations 1,000

CATHOLIC CHARITIES BUREAU

2111 Stringtown Road
Evansville,IN47711 		No Relationship   Charitable Operations 1,550

CATHOLIC DIOCESE OF EVANSVILLE

4200 N KENTUCKY
Evansville,IN47724 		No Relationship   Charitable Operations 13,000

CATHOLIC EDUCATION FOUNDATION

520 Benninghof Avenue
Evansville,IN47714 		No Relationship   Charitable Operations 500

CATHOLIC FOUNDATION OF SW IN

P O BOX 4169
Evansville,IN47724 		No Relationship   Charitable Operations 5,000

CCAIFEF

PO BOX 679
Independence,KY41051 		No Relationship   Charitable Operations 2,500

CHEMO BUDDIES

3699 Epworth Rd
Newburgh,IN47630 		No Relationship   Charitable Operations 1,000

CHILDRENS THEATRE OF SOUTHERN INDIANA INC

303 N STOCKWELL RD SUITE B
Evansville,IN47715 		No Relationship   Charitable Operations 1,000

CITY CHURCH

314 MARKET STREET
Evansville,IN47708 		No Relationship   Charitable Operations 200

COMMUNITY ONE

402 S Green River Rd
Evansville,IN47715 		No Relationship   Charitable Operations 2,500

CONGREGATIONS ACTING FOR JUSTICE and EMPOWE

PO Box 18172
Evansville,IN47719 		No Relationship   Charitable Operations 1,500

CONVOY OF HOPE

1 CONVOY DRIVE
Springfield,MO65802 		No Relationship   Charitable Operations 30

CORPUS CHRISTI CHURCH and SCHOOL

5528 HOGUE ROAD
Evansville,IN47712 		No Relationship   Charitable Operations 10,000

CYSTINOSIS RESEARCH NETWORK

302 WHYTEGATE COURT
Lake Forest,IL60045 		No Relationship   Charitable Operations 1,000

DEACONESS HOSPITAL FOUNDATION

600 Mary Street
Evansville,IN47710 		No Relationship   Charitable Operations 10,100

DREAM CENTER

PO Box 4793
Evansville,IN47724 		No Relationship   Charitable Operations 10,126

EASTER SEALS SOUTHWESTERN INDIANA

3701 Bellemeade Ave
Evansville,IN47714 		No Relationship   Charitable Operations 109,500

ELITE LEADERSHIP SUMMIT INC

8832 MALLORY CT
Evansville,IN47711 		No Relationship   Charitable Operations 500

EVANSVILLE AFRICAN AMERICAN MUSEUM

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

EVANSVILLE ARC FOUNDATION

615 West Virginia Street
Evansville,IN47724 		No Relationship   Charitable Operations 6,000

EVANSVILLE CATHOLIC INTERPAROCHIAL HIGH S

4200 N Kentucky Ave
Evansville,IN47711 		No Relationship   Charitable Operations 16,300

EVANSVILLE CHRISTIAN LIFE CENTER

509 S Kentucky Ave
Evansville,IN47714 		No Relationship   Charitable Operations 28,000

EVANSVILLE CHRISTIAN SCHOOL

4400 LINCOLN AVENUE
Evansville,IN47714 		No Relationship   Charitable Operations 30,000

EVANSVILLE DAY SCHOOL

3400 N Greenriver Rd
Evansville,IN47715 		No Relationship   Charitable Operations 10,000

EVANSVILLE EAST YOUTH BASEBALL

220 VANN AVE
Evansville,IN47714 		No Relationship   Charitable Operations 300

EVANSVILLE JUNIOR FOOTBALL LEAGUE

PO BOX 6214
Evansville,IN47719 		No Relationship   Charitable Operations 1,000

EVANSVILLE MUSEUM OF ARTS and SCIENCE

411 S E Riverside Dr
Evansville,IN47713 		No Relationship   Charitable Operations 360,000

EVANSVILLE P47 FOUNDATION INC

4825 North Spring Street
Evansville,IN47711 		No Relationship   Charitable Operations 2,500

EVANSVILLE PHILHARMONIC ORCHESTRA

P O Box 84
Evansville,IN47701 		No Relationship   Charitable Operations 25,500

EVANSVILLE POLICE DEPARTMENT FOUNDATION

PO Box 3114
Evansville,IN47730 		No Relationship   Charitable Operations 2,500

EVANSVILLE PROMISE NEIGHBORHOOD

1800 LINCOLN AVE
Evansville,IN47722 		No Relationship   Charitable Operations 30,000

EVANSVILLE RESCUE MISSION

300 SE Martin Luther King Jr Blvd
Evansville,IN47713 		No Relationship   Charitable Operations 51,000

EVANSVILLE VANDERBURGH PUBLIC LIBRARY

200 SE MARTIN LUTHER KING JR BLVD
Evansville,IN47713 		No Relationship   Charitable Operations 2,500

EVANSVILLE ZOOLOGICAL SOCIETY

1545 Mesker Park Drive
Evansville,IN47720 		No Relationship   Charitable Operations 8,500

EVSC FOUNDATION INC

951 Walnut Street
Evansville,IN47713 		No Relationship   Charitable Operations 15,000

FIAT CLASSICAL ACADEMY

542 Walnut Street
Lawrenceburg,IN47205 		No Relationship   Charitable Operations 1,000

FOLDS OF HONOR

16105 SWINGLEY RIDGE RD 726
Chesterfield,MO63006 		No Relationship   Charitable Operations 308

FOREFRONT COMMUNITY THERAPY INC

201 SE 4th St Ste E
Evansville,IN47713 		No Relationship   Charitable Operations 1,500

FOUNDATION FOR BETTER HEALTH INC

420 MULBERRY STREET
Evansville,IN47713 		No Relationship   Charitable Operations 25,000

GOOD SHEPHERD CATHOLIC SCHOOL

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

GOOD SHEPHERD CHURCH

2301 N STOCKWELL RD
Evansville,IN47715 		No Relationship   Charitable Operations 10,000

GRANTED

4445 Commerce St Suite 108
Evansville,IN47710 		No Relationship   Charitable Operations 7,650

GREATER PITTSBURGH FOODBANK

1 N LINDEN ST
Duquesne,PA15110 		No Relationship   Charitable Operations 300

HABITAT FOR HUMANITY OF EVANSVILLE

1401 N Fares
Evansville,IN47711 		No Relationship   Charitable Operations 88,740

HABITAT FOR HUMANITY SPRINGFIELD

2410 S Scenic Ave
Springfield,MO65807 		No Relationship   Charitable Operations 25,000

HEALTHNETWORK FOUNDATION

33 River Street
Chagrin Falls,OH44022 		No Relationship   Charitable Operations 5,000

HEART OF WEST MICHIGAN UNITED WAY

118 Commerce Ave SW
Grand Rapids,MI49503 		No Relationship   Charitable Operations 5,291

HENDERSON AREA ARTS ALLIANCE

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

HENDERSON COUNTY EDC INDUSTRIAL FDN

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

HENDERSON LEADERSHIP INITIATIVE INC

P O Box 596
Henderson,KY42419 		No Relationship   Charitable Operations 2,000

HENDERSON LIONS CLUB

PO Box 842
Henderson,KY42419 		No Relationship   Charitable Operations 500

HOLY ROSARY CATHOLIC SCHOOL

1301 S Green River Rd
Evansville,IN47715 		No Relationship   Charitable Operations 7,000

HOOSIERS FOR OPP PROSPERITY AND ENT FDN

1 S 6TH STREET
Terre Haute,IN47807 		No Relationship   Charitable Operations 10,000

IN SOCIETY OF PRO ENGINEERS ED FDN

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

INDIANA RIGHT TO LIFE ED TRUST FUND

9465 COUNSELORS ROW SUITE 200
Indianapolis,IN46240 		No Relationship   Charitable Operations 1,000

INDIANA UNIVERSITY SCHOOL OF MEDICINE

601 East Kirkwood Avenue
Bloomington,IN47405 		No Relationship   Charitable Operations 1,000

IU FOUNDATION CANCER RESEARCH

535 Barnhill Drive
Indianapolis,IN46202 		No Relationship   Charitable Operations 7,500

IU HEALTH FOUNDATION

1633 N Capitol Ave Suite 1200
Indianapolis,IN46202 		No Relationship   Charitable Operations 10,282

IVY TECH FOUNDATION

3501 First Avenue
Evansville,IN47710 		No Relationship   Charitable Operations 500

JUNIOR ACHIEVEMENT HENDERSON

1195 Wing Ave
Owensboro,KY42303 		No Relationship   Charitable Operations 9,250

JUNIOR ACHIEVEMENT OF NORTHERN INDIANA

550 E WALLEN ROAD
Fort Wayne,IN46825 		No Relationship   Charitable Operations 1,250

JUNIOR ACHIEVEMENT OF SW IN

100 NW 2nd Ave Suite 112
Evansville,IN47708 		No Relationship   Charitable Operations 533,250

KEEP EVANSVILLE BEAUTIFUL

223 Main Street
Evansville,IN47708 		No Relationship   Charitable Operations 15,100

KILLGOAR FOUNDATION

1953 PLYMOUTH SE
Grand Rapids,MI49506 		No Relationship   Charitable Operations 2,500

KOCH FAMILY CHILDRENS MUSEUM OF EVILLE

PO Box 122
Evansville,IN47701 		No Relationship   Charitable Operations 256,500

LAMPION CENTER

655 S Hebron Avenue
Evansville,IN47714 		No Relationship   Charitable Operations 4,150

LEUKEMIA and LYMPHOMA SOCIETY MIIN

PO BOX 772395
Detroit,MI48277 		No Relationship   Charitable Operations 1,000

LIGHT OF LIFE RESCUE MISSION

665 RIDGE AVENUE
Pittsburgh,PA15212 		No Relationship   Charitable Operations 250

MARIAN EDUCATIONAL OUTREACH

520 S Benninghof Ave
Evansville,IN47713 		No Relationship   Charitable Operations 8,500

MARYVILLE UNIVERSITY

13550 Conway Rd
Saint Louis,MO63141 		No Relationship   Charitable Operations 500

MATER DEI HIGH SCHOOL

1300 Harmony Way
Evansville,IN47712 		No Relationship   Charitable Operations 258,750

MISSION FIRST INC

9599 HEIM RD
Chandler,IN47610 		No Relationship   Charitable Operations 50,000

MONTESSORI ACADEMY

4611 Adams Way
Evansville,IN47714 		No Relationship   Charitable Operations 1,500

NEW LIFE RESCUE and ADOPTION

6500 LEONARD RD N
Mount Vernon,IN47620 		No Relationship   Charitable Operations 120

NEWBURGH AREA FOOD PANTRY INC

625 FRAME ROAD
Newburgh,IN47630 		No Relationship   Charitable Operations 1,000

NEXTECH

615 N Alabama St STE 300
Indianapolis,IN46204 		No Relationship   Charitable Operations 7,500

NO TIME TO SPARE ANIMAL RESCUE and SANCTUAR

27933 PENDLETON LOST CREEK ROAD
Warrenton,MO63383 		No Relationship   Charitable Operations 2,000

NORTON HEALTHCARE FOUNDATION

224 E Broadway 5th Fl
Louisville,KY40202 		No Relationship   Charitable Operations 4,000

OLD COURTHOUSE FOUNDATION OF VANDERBURGH

1 NW ML King Jr Blvd Rm 305
Evansville,IN47708 		No Relationship   Charitable Operations 1,500

PAIDEIA INC

4 West 43rd St Rm 611
New York City,NY10036 		No Relationship   Charitable Operations 2,500

PARTNER ALLIANCE FOR SAFER SCHOOLS

3950 River Ridge Dr NE
Cedar Rapids,IA52402 		No Relationship   Charitable Operations 5,000

PATCHWORK CENTRAL

100 Washington St
Evansville,IN47713 		No Relationship   Charitable Operations 1,000

PIQUA EDUCATION FOUNDATION

PO BOX 201
Piqua,OH45356 		No Relationship   Charitable Operations 1,500

POTTERS WHEEL

333 Jefferson Avenue
Evansville,IN47713 		No Relationship   Charitable Operations 32,000

PREGNANCY CARE CENTER

1342 E PRIMROSE STREET
Springfield,MO65804 		No Relationship   Charitable Operations 10,869

PURDUE FOR LIFE FOUNDATION

403 WEST WOOD STREET
West Lafayette,IN47907 		No Relationship   Charitable Operations 2,100

REITZ HOME PRESERVATION SOCIETY

P O Box 1322
Evansville,IN47706 		No Relationship   Charitable Operations 1,500

REITZ MEMORIAL HIGH SCHOOL

1500 Lincoln Avenue
Evansville,IN47714 		No Relationship   Charitable Operations 179,500

RIGHT TO LIFE OF SOUTHWEST INDIANA

20 NW Fourth St Suite 308
Evansville,IN47708 		No Relationship   Charitable Operations 2,800

RILEY HOSPITAL FOUNDATION

30 S Meridian St Suite 200
Indianapolis,IN46204 		No Relationship   Charitable Operations 4,500

RIVERVIEW REGIONAL MEDICAL CENTER

600 S THIRD STREET
Gadsden,AL35901 		No Relationship   Charitable Operations 750

RONALD MCDONALD HOUSE CHARITIES

3540 Washington Ave
Evansville,IN47714 		No Relationship   Charitable Operations 50,000

ROTARY CLUB OF EVANSVILLE INC

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

SANTA CLOTHES CLUB INC

PO BOX 5783
Evansville,IN47716 		No Relationship   Charitable Operations 1,000

SCHOLARSHIP AMERICA

PO Box 772514
Detroit,MI48277 		No Relationship   Charitable Operations 53,140

SHAMROCK SPRINGS ELEMENTARY SCHOOL PTO

747 W 161st St
Westfield,IN46074 		No Relationship   Charitable Operations 50

SIGNATURE SCHOOL FOUNDATION

610 Main Street
Evansville,IN47708 		No Relationship   Charitable Operations 20,000

SIMA 100

4905 NORTHLAKE DRIVE
Evansville,IN47715 		No Relationship   Charitable Operations 10,000

SISTERS OF ST BENEDICT

802 East 10th Street
Ferdinand,IN47532 		No Relationship   Charitable Operations 50,000

SOUTHWESTERN FOUNDATION INC

415 Mulberry Street
Evansville,IN47713 		No Relationship   Charitable Operations 500

ST BENEDICT CHURCH

1328 Lincoln Ave
Evansville,IN47714 		No Relationship   Charitable Operations 401,500

ST BENEDICT SCHOOL

530 South Harlan Avenue
Evansville,IN47714 		No Relationship   Charitable Operations 8,500

ST BONIFACE CATHOLIC CHURCH

418 N Wabash Ave
Evansville,IN47712 		No Relationship   Charitable Operations 4,000

ST HENRY DISTRICT HIGH SCHOOL

3755 Scheben Dr
Erlanger,KY41018 		No Relationship   Charitable Operations 1,500

ST JOHN THE BAPTIST SCHOOL

625 Frame Rd
Newburgh,IN47630 		No Relationship   Charitable Operations 10,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
Memphis,TN38105 		No Relationship   Charitable Operations 120

ST LOUIS COMMUNITY COLLEGE FOUNDATION

3221 MCKELVEY RD
Bridgeton,MO63044 		No Relationship   Charitable Operations 10,400

ST MEINRAD ARCHABBEY and SCHOOL OF THEOLOGY

200 Hill Drive
Saint Meinrad,IN47577 		No Relationship   Charitable Operations 1,800

ST PHILIP CATHOLIC SCHOOL

3420 S St Phillip Rd
Mount Vernon,IN47620 		No Relationship   Charitable Operations 1,000

ST PHILIP CATHOLIC SCHOOL PTO

3421 S St Phillip Rd
Mount Vernon,IN47621 		No Relationship   Charitable Operations 200

ST VINCENT CENTER FOR CHILDREN and FAMILIES

730 W Delaware St
Evansville,IN47710 		No Relationship   Charitable Operations 3,500

ST VINCENT DE PAUL SOCIETY

1391 GREENFIELD AVE
Noblesville,IN46060 		No Relationship   Charitable Operations 1,000

STS PETER and PAUL SCHOOL

211 N Vine St
Haubstadt,IN47639 		No Relationship   Charitable Operations 2,940

SWIRCA and MORE

16 WEST VIRGINIA ST
Evansville,IN47710 		No Relationship   Charitable Operations 50,000

THE ELLIS SCHOOL

6425 FIFTH AVE
Pittsburgh,PA15206 		No Relationship   Charitable Operations 250

THE PIARIST SCHOOL

7279 S KY Rt 321
Hagerhill,KY41222 		No Relationship   Charitable Operations 500

THE UNITED CARING SERVICES

324 NW Sixth Street
Evansville,IN47708 		No Relationship   Charitable Operations 21

THE WAY OF ROCKPORT

317 Main Street PO Box 506
Rockport,IN47635 		No Relationship   Charitable Operations 5,000

TRISTATE FOOD BANK INC

2505 Lynch Rd
Evansville,IN47711 		No Relationship   Charitable Operations 1,000

UNITED WAY OF BLUEGRASS

100 Midland Ave 300
Lexington,KY40508 		No Relationship   Charitable Operations 286

UNITED WAY OF CENTRAL INDIANA

PO Box 88409
Indianapolis,IN46208 		No Relationship   Charitable Operations 1,001

UNITED WAY OF GREATER ST LOUIS

P O Box 14507
Saint Louis,MO63178 		No Relationship   Charitable Operations 2,574

UNITED WAY OF HENDERSON COUNTY

P O Box 1097
Henderson,KY42419 		No Relationship   Charitable Operations 105,867

UNITED WAY OF LOUISVILLE KY

P O Box 4488
Louisville,KY40204 		No Relationship   Charitable Operations 1,100

UNITED WAY OF METRO ATLANTA

275 Pryor Street Southwest
Atlanta,GA30303 		No Relationship   Charitable Operations 3,927

UNITED WAY OF METROPOLITAN NASHVILLE

250 Venture Circle
Nashville,TN37228 		No Relationship   Charitable Operations 1,883

UNITED WAY OF MORGAN COUNTY

P O Box 1058
Decatur,AL35602 		No Relationship   Charitable Operations 2,491

UNITED WAY OF NAVARRO COUNTY

PO BOX 567
Corsicna,TX75151 		No Relationship   Charitable Operations 12,689

UNITED WAY OF POSEY COUNTY

2115 S Kimball St
Mount Vernon,IN47620 		No Relationship   Charitable Operations 1,100

UNITED WAY OF SOUTHWESTERN INDIANA

210 Locust Street
Evansville,IN47708 		No Relationship   Charitable Operations 262,394

UNITED WAY OF THE OZARKS

320 N JEFFERSON AVE
Springfield,MO65806 		No Relationship   Charitable Operations 23,791

UNIVERSITY OF CINCINNATI FOUNDATION

PO BOX 19970
Cincinnati,OH45219 		No Relationship   Charitable Operations 100

UNIVERSITY OF EVANSVILLE

1800 Lincoln Avenue
Evansville,IN47722 		No Relationship   Charitable Operations 1,500

UNIVERSITY OF NOTRE DAME

1100 Grace Hall
Notre Dame,IN46556 		No Relationship   Charitable Operations 1,000

USI FOUNDATION

8600 University Blvd
Evansville,IN47712 		No Relationship   Charitable Operations 52,900

VANDERBILT UNIVERSITY

2301 Vanderbilt Place
Nashville,TN37240 		No Relationship   Charitable Operations 100

VANDERBURGH COMMUNITY FOUNDATION

20 NW 3rd St Ste 820
Evansville,IN47708 		No Relationship   Charitable Operations 63,000

VANDERBURGH HUMANE SOCIETY

400 Millner Industrial Dr
Evansville,IN47720 		No Relationship   Charitable Operations 300

WARRICK LITERACY AND EDUCATIONAL CONNECT

6160 PEMBROOKE DR
Newburgh,IN47630 		No Relationship   Charitable Operations 2,500

WELBORN BAPTIST HOSPITAL

20 NW 3RD STREET
Evansville,IN47708 		No Relationship   Charitable Operations 15,000

WELL READ MOM

PO Box 502
Ironton,MN56455 		No Relationship   Charitable Operations 1,000

WESSELMAN WOODS NATURE PRESERVE

551 North Boeke Rd
Evansville,IN47711 		No Relationship   Charitable Operations 5,000

WESTERN GOLF ASSOCIATION

2501 PATRIOT BLVD
Glenview,IL60026 		No Relationship   Charitable Operations 500

WHITFIELD HEALTHCARE FOUNDATION

PO Box 1168
Dalton,GA30722 		No Relationship   Charitable Operations 1,100

WNIN TRISTATE PUBLIC TELEPLEX INC

TWO MAIN STREET
Evansville,IN47708 		No Relationship   Charitable Operations 2,500

YMCA OF SW IN

222 NW 6th St
Evansville,IN47708 		No Relationship   Charitable Operations 11,000

YOUNG LIFE OF EVANSVILLE

PO Box 4375
Evansville,IN47724 		No Relationship   Charitable Operations 1,500

YOUTH FIRST FOUNDATION INC

401 SE Sixth St
Evansville,IN47715 		No Relationship   Charitable Operations 26,000

YOUTH RESOURCES OF SW INDIANA

4451 N FIRST AVE
Evansville,IN47710 		No Relationship   Charitable Operations 2,600

YWCA

118 Vine Street
Evansville,IN47708 		No Relationship   Charitable Operations 5,000

EVANSVILLE PARKS FOUNDATION INC

P O BOX 3112
Evansville,IN47730 		No Relationship   Charitable Operations 4,000

THE SOCIETY OF ST VINCENT DE PAUL

734 W DELAWARE STREET
Evansville,IN47710 		No Relationship   Charitable Operations 2,500
Total ................................. 3a 3,967,835
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 14,692 0
4 Dividends and interest from securities ....   0 14 964,971 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 1,281,037 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 2,260,700 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,260,700
(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 (2025)
Form 990-PF (2025)
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
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022704
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
Bonds 1,910,603 1,957,339

TY 2025 InvestmentsCorpStockSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Stocks 39,406,525 77,581,888

TY 2025 LegalFeesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
revise bylaws & articles of incorporation 7,688 7,688 0 0


TY 2025 OtherDecreasesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Description Amount
Adjust book value to actual based on investment statements 15,306


TY 2025 OtherExpensesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank service charges 9,932 9,932 0 0


TY 2025 OtherIncreasesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Description Amount
unrealized gain 379


TY 2025 OtherProfessionalFeesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
William Blair fees 53,290 53,290 0 0


TY 2025 TaxesSchedule
Name:
KOCH FOUNDATION INC
EIN:
35-6023372
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2025 federal excise tax estimates 42,690 42,690 0 0