lefile or Section ',!;! G Check all that Use the IRS label. Otherwise, print or type. See Specific Instruct ions. H Check type Section year 2008, or tax year P"Section oforgan1zat1on nonexempt $ ,fl !:: t J Accounting at end r of Revenue and Expenses 1 i:: E -:::::: ...:r on savings and temporary and interest Net rental income !::' :..... t 0 12-31-2008 r Address change A Employer identification r Name number change r Cash B Telephone number (see the instructions) (316) 828-5552 C If exemption application 1spending, check here ~ D 1. Foreign organ1zat1ons,check here ~ 2. Foreign organ1zat1onsmeeting the 85% test, check here and attach computation foundation P"Accrual E If private foundation status was terminated under section 507(b)(l)(A), check here - F be on cash basts.} ~ If the foundation 1sin a 60-month termination under section 507(b)(l)(B), (a) Revenue and expenses per books ~ (b) Net investment income check here ~ '' ' ' ' ( d) D1sbursements for charitable purposes ( cash basis only) (c) Adjusted net income 1,086,805 cash investments from securities. 2, 190, 196 2, 190, 196 544, 179 544, 179 or (loss) Net gain or (loss) from sale of assets gain net income Net short-term 9 Income (from capital 3, 100,687 not on line 10 39,296,414 Gross sales price for all assets on line 6a 8 Part IV, 3, 100,687 line 2) gain mod 1f1cat1ons I Gross sales less returns and allowances b Less Cost c Gross profit 11 Other income 12 Total. Add lines 13 Compensation 14 Other 15 Pension of goods Other schedule) ',!;! schedule) 1 through 11 of officers, directors, salaries trustees, 34,109 34,109 6,955,976 5,869,171 0 etc and wages employee Legal fees (attach c (attach (attach plans, Accounting ·I sold or (loss) employee b benefits 3,881,400 3,881,400 823, 726 822, 736 schedule). fees (attach professional ',!;! ',!;! schedule). fees (attach schedule) 147,560 10,755 1,410,213 232,086 112,620 95 0 105,965 1, 112, 167 17 Interest 18 Taxes 19 Deprec1at1on 20 Occupancy 690,322 680,915 Travel, 817,900 817,900 !:: ..... ,:::; 2008 rents Capital -:::::: 21 ,:::; return 1545-0052 1f the foundation 1snot required to attach Sch B :..... t.-: private total of amounts m columns (b), (c), and (d) may not necessanly equal the amounts m column (a) (see the mstructtons) ) Gross > foundation taxable (The Sa Li.J $ A mended private Other (specify) (Part I, column (d) must 4 16a Trust No 48-0918408 method D1v1dends )( p ,:::; Other Interest 10a ,fl exempt r trust 3 ~ Ci:: Analysis 501(c)(3) charitable Check .... b r City or town, state, and ZIP code WICHITA, KS 672012256 2 7 and ending Number and street (or PO box number 1f mail 1snot delivered to street address) Room/ PO BOX 2256 suite Contributions, gifts, grants, etc, received (attach schedule) $ 01-01-2008 r 1 b ; :r; beginning r I Fair market value of all assets of year (from Part II, col. (c), ltne 16) .... $ 144,918,458 6a OMB 4947(a)(1) Nonexempt Charitable Treated as a Private Foundation apply In1t1al return Final return Name of foundation CHARLESG KOCH CHARITABLEFOUNDATION 4947(a)(1) l:F.Till DLN:934913200061391 Note: The foundatton may be able to use a copy of this retum to satisfy state reportmg reqwrements De pa rtme nt of the Treasury Internal Revenue Se rv 1ce For calendar I Filed Data - Return of Private Foundation Form990-PF r I As GRAPHIC print - DO NOT PROCESS 22 (attach schedule) (attach conferences, Printing (see the 1nstruct1ons). schedule) and depletion and meetings. and publ1cat1ons 23 Other 24 Total operating expenses (attach ',!;! schedule) and administrative A d d I Ines 1 3 through gifts, 85,827 136, 178 135,925 390,918 200,554 expenses. 23 8,496,664 grants 8,393,321 25 Contributions, 26 Total expenses and disbursements. 27 Subtract a ',!;! ',!;! paid. Add Imes 24 and 25 16,889,985 and disbursements -9,934,009 242,936 0 7, 757,562 7, 719,403 242,936 0 15,476,965 line 26 from line 12 Excess of revenue b Net investment c Adjusted over expenses income (1f negative, net income (1f negative, For Privacy Act and Paperwork Reduction enter enter 5,626,235 -0-) -0-) Act Notice, see the instructions. Cat No 11289X Form 990-PF (2008) Form 990-PF l:F.TilllBalance Sheets 1 2 Savings and temporary Accounts Less Pledges 4 Less cash receivable allowance Beginning of year (a) Book Value Attached schedules and amounts in the description column should be for end-of-year amounts only (See instructions ) Cash-non-interest-bearing. 3 Page 2 End of year (b) Book Value (c) Fair Market Value (2008) investments 3,905 3,036 3,036 76,883,461 51,282,072 51,286,890 78,683 122, 746 122, 746 20,088 68,023 68,023 122, 746 .... for doubtful accounts .... accounts .... rec e 1va ble .... allowance 5 Grants 6 Receivables for doubtful receivable due from officers, d1squal1f1ed persons directors, (attach trustees, schedule) and other (see the 1nstruct1ons). 7 '-"" m 8 '-"" '-"" ~ notes and loans Less allowance Inventories 10a Investments-Li -e accounts S and state .... .... charges government obl1gat1ons b Investments-corporate stock (attach schedule) Investments-corporate bonds (attach schedule). Investments-land, buildings, Less deprec1at1on accumulated Investments-mortgage 13 Investments-other 14 Land, buildings, (attach (attach and equipment 15 Other assets 16 Total assets (to be completed Also, 19 Deferred 20 Loans from officers, • basis schedule) .::i 22 Other 23 Total liabilities (attach !:: ,:::; 24 Unrestricted ,:::; Temporarily by all filers-see notes (add lines that follow trustees, and other (attach that lines 27 through 27 Capital trust 28 Pa1d-1n or capital stock, do not follow 171,500,874 144, 918,458 44,255 648,331 295,984 757,901 340,239 1,406,232 180,028,651 170,094,642 180,028,651 170,094,642 180,368,890 171,500,874 22) .... P' principal, surplus, SFAS 117, check here or current or land, bldg, Retained 30 Total net assets or fund balances 31 Total liabilities earnings, Analysis of Changes net assets Enter amount 3 Other increases 4 Add lines 5 Decreases 6 Total accumulated income, funds and equipment endowment, ' fund or other funds balances (see the 1nstruct1ons) in Net Assets or Fund Balances or fund balances figure .... (see the 1nstruct1ons) and net assets/fund with end-of-year 2 180,368,890 177,500 d1squal1f1ed persons 31. $ Total 1,601,320 26 and lines 30 and 31. ...:r 29 1 1,601,320 • Foundations •ffl•OI ~ restricted and complete z 62,626 schedule) SFAS 117, check here lines 24 through ,__ 0 ,fl 85,306,443 ) 17 through restricted $,fl 115,045,983 the .... Permanently ,fl ~ expenses payable ~ u.. 99,764,933 ) directors, l1ab1l1t1es (describe Foundations !:: 6,530,000 .... 106,279 schedule) .... and accrued and other and complete 25 3,377,694 1,707,599 .... ,fl -::::::26 ~ revenue Mortgages ca 3,377,694 payable ,:::; 21 4' u 3,377,694 .... .... see page 1, item I) payable Grants basis deprec1at1on (describe 18 schedule) schedule) accumulated Accounts and equipment (attach loans Less .3 schedule) c 12 17 4' for doubtful (attach for sale or use 1nstruct1ons ,fl receivable Pre pa 1d ex pens es and deferred 9 11 Other reported at beg1nn1ng of year-Part on prior year's II, column (a), line 30 (must agree return) from Part I, line 27a not included not included 180,028,651 -9,934,009 3 1n line 2 (1tem1ze) .... 4 1, 2, and 3 net assets 1 2 5 1n line 2 (1tem1ze) .... or fund balances at end of year (line 4 minus 170,094,642 line 5)-Part II, column (b), line 30 6 170,094,642 Form 990-PF (2008) Form 990-PF (2008) .:r......... Page Capital Gains and Losses for Tax on Investment Income (b) How acquired (a) List and describe 2-story brick See Add1t1onal la the k1nd(s) of property sold (e g, real estate, warehouse, or common stock, 200 shs M LC Co) (d) Date sold (mo, day, yr) (c) Date acquired P-P urc hase D-Donat1on (mo, day, yr) Data Table b c d e (e) Gross sales See Add1t1onal a (f) price Deprec1at1on allowed (or allowable) (g) Cost or other basis plus expense of sale (h) Gain or (loss) (e) plus (f) minus (g) Data Table b c d e Complete only for assets showing gain 1n column (i) F M V as of 12/31/69 a See Add1t1onal (h) and owned by the foundation (j) AdJusted basis as of12/31/69 on 12/31/69 (I) Gains (Col (h) gain minus col (k), but not less than -0-) or Losses (from col (h)) (k) Excess of col (1) over col (J), 1f any Data Table b c d e 2 Capital 3 Net short-term gain net income capital If gain, also enter 1n Part I, line 8 or (net capital gain or (loss) as defined 1n Part I, line 8, column .. •rnn Quahf1cat1on Under Section (For optional use by domestic private If section 4940(d)(2) Was the foundation liable for the section If "Yes," the foundation does not qualify 1 Enter the appropriate amount subJect If (loss), enter } -0- for Reduced Tax on Net Investment to the section 3,100,687 2 and (6) 4940(a) tax on net investment 3 Income income) I 4942 tax on the distributable amount of any year 1n the base period? under section 4940(e) Do not complete this part for each year, see the 1nstruct1ons before making P- Yes No any entries (d) D1stnbut1onratio (col ( b) d 1v1dedby col (c)) (c) Net value of nonchantable-use assets 2007 10,080,287 127,673,989 0 078953 2006 8,276,208 76,656,070 0 107965 2005 4,646,986 4 7 ,843,504 0 097129 2004 2,985,334 33,959,784 0 087908 2003 3,283,430 25 ,9 30 ,498 0 126624 2 Total of line 1, column 3 Average d1stribut1on the number of years 4 Enter the net value 5 Multiply 6 Enter 7 Add lines 8 (c) (see the 1nstruct1ons) (b) Adjusted qualifying d1stnbut1ons Base period years Calendar year ( or tax year beg inning in) 1222(5) } part blank 1n each column (a) If gain, also enter 1n Part I, line 7 If (loss), enter -0- 1n Part I, line 7 1n sections 4940(e) foundations leave this applies, { loss) Enter (d). ratio for the 5-year base period-d1v1de the total on line 2 by5,orby the foundation has been 1n existence 1f less than 5 years of noncharitable-use assets for 2008 from Part X, line 5. line 4 by line 3. 1% of net investment income (1% of Part I, line 27b). qual1fy1ng d1stribut1ons 0 498579 3 0 099716 4 170,704,588 5 17,021,979 56 ,262 6 7 5 and 6. Ifl1ne 8 1s equal to or greater the Pa rt VI Ins truct1ons 2 8 from Part XII, line 4. than line 7, check the box 1n Part VI, line lb, 17,078,241 and complete that part using 15 ,4 76 ,965 a 1% tax rate Form See 990-PF (2008) 3 Form 990-PF (2008) Page •:r.,..,.,,. Excise la Tax Based on Investment Income Exempt operating foundations described in section 4940(d)(2), Date of ruling b Domestic here,... letter (attach foundations ,and that enter 4940(a), check here ,... meet the section 2 4940(e) 3 Add lines Subtitle A (income) tax (domestic section 4947(a)(l) 5 Tax based on investment 6 Credits/Payments requirements Exempt c Tax paid with appl1cat1on d Backup estimated tax payments foreign and 2007 organ1zat1ons-tax w1thhold1ng Total credits 8 Enter any penalty 9 Tax due. If the total for extension erroneously and payments credited 1 oft1me . 2 for underpayment ReqardinQ 1t part1c1pate or intervene Did 1t spend tax Check of lines c D 1d the foundation d Enter the amount to influence during the year (either by the foundation for this f1le Form 1120-POL 2220 ~ 1s attached 8 . the amount overpaid. I ,... 9 ,... 10 Refunded,... state, or 1nd1rectly) 11 or local leg1slat1on ,... $ ________ engaged If "Yes," attach a detailed Has the foundation of 1ncorporat1on, Did the foundation for pol1t1cal purposes or other have unrelated 1tf1led a tax return during not previously gross required d1ssolut1on, to the IRS? or more during instrument, copy of the changes the year?. contraction during or 4942(J)(5) 10 of each state for calendar If "Yes," complete No 1n the governing as required as a private year 2008 No T. the governing line 7, has the foundation cla1m1ng status No 5 the year? 4 941 through 4 94 5) s at1s f1ed e 1the r instrument so that no mandatory d1rect1ons instrument? Enter the states to which the foundation reports or with which 1t 1s registered 1nstruct1ons) ,..._D_C~,_K_S~,_V_A ________________________________________ (or designate) 3 4a articles Sa Is the foundation No or amends law remain to the IRS, 1n its governing Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col (c), and Part XV General 2 tax imposed 7 9 No 4b or substantial by General Ins truct1on instrument, that effectively 1s "Yes"to le the year year?. A re the req u1re me nts of s ect1on 5 0 8 (e) (re lat1ng to s ect1ons with the state No ,... $ -------- been reported of $1,000 6 that conflict managers during If "Yes," attach a conformed income on Form990-Tforth1s 1n the governing imposed the year for pol1t1cal expenditure reported s1m1lar instruments? business a l1qu1dat1on, term1nat1on, leg1slat1on 4955) have not previously Was there If "Yes," attach the statement lb (see of the act1v1t1es. made any changes, or bylaws, No _ 1n any act1v1t1es that descnpt1on No la of the act1v1t1es and copies of any materials (section 5 If the answer Yes or did with the act1v1t1es. (2) 0 n foundation ,... $ managers Has the foundation b 12,228 year?. on foundation By state owed any national, descnpt1on in connection (1f any) paid by the foundation • amount O directly Enter the reimbursement By language p- 1f Form here 5 and 8, enter (1f any) of tax on pol1t1cal expenditures (1) 0 n the foundation • 100,297 for def1n1t1on)? or d1stnbuted If"Yes,"has 7 6c Act1v1t1es attempt If the answer is "Yes" to la or lb, attach a detailed published 112,525 1n any pol1t1cal campaign? more than $100 the 1nstruct1ons 5 100,297 6d. of estimated If line 7 1s more than the total Statements -0-. 6d 6a through 5 and 8 1s more than line 7, enter the tax year, did the foundation enter 112,525 4 6a to file (Form 8868) Enter the amount of line 10 to be Credited to 2009 estimated tax,... During 112,525 6b Overpayment. Part VII-A to 2008 at source withheld. Add lines of lines overpayment withheld 11 b 1n Part V, check line 4 from line 3 If zero or less, 10 4a ' instructions) trusts and taxable foundations only Others enter -0-) income. Subtract 2008 3 and enter "N/A" on line 1 if necessary-see 3 b 2 see the instructions) 1 and 2. a e or 4948 trusts and taxable foundations only Others enter -0-) 4 b I copy of ruling letter 4940(e), 1% of Part I, line 27b Tax under section 511 (domestic section 4947(a)(l) la 4940(b), All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b) c 7 (Section furnished by General operating or the taxable Instruction Sb Yes _ to the Attorney G? If "No," attach explanation. w1th1n the meaning year beg1nn1ng 1n 2008 Yes Yes (see the a copy of Form 990-PF foundation 6 7 of section (see 1nstruct1ons 4942(J)(3) for Part XIV)? Part XIV 9 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule /Jstmg their names and addresses 10 Form 990-PF No No (2008) 4 Part VII-A 11 At Activities any time meaning 12 Did 13 during of section 512(b)(13)? 15 attach acquire a direct comply with the public 1nspect1on ~WWWCGKFOUNDATION ORG The books or 1nd1rect interest own a controlled entity w1th1n the (see page 20 of the 1nstruct1ons) 1n any applicable requirements insurance 1121 contract?. for its annual returns at ~4111 E 37TH ST N WICHITA KS Section 494 7(a)(1) nonexempt the amount and exemption Part VII-B Statements File Form 4720 (2) Borrow money from, or accrued to, or otherwise for the benefit (6) Agree 1fthe foundation agreed credit to (or accept them from) If any answer section 1s "Yes" relying Did the foundation on a current engage Taxes on failure operating a If "Yes," b any years to all years 3a I I Yes p- No No P- Yes No P- Yes , did 1t have excess by the Comm1ss1oner 4a b 4942(a)(2) , (does ). under the exceptions assistance assistance I Yes P- No described P- No 1n Regulations (see the 1nstruct1ons)?. check described 1n la, not apply , lb No le No here. other for years have any undistributed than excepted acts, the foundation was a private income (lines 6d I 2008?. 20 __ , to the year's P- No Yes 20 __ 1s not applying the foundation "No" and attach during or d1squal1f1ed persons the lapse 20 __ of assets) 20 __ Yes or 4942(J)(5)) beg1nn1ng before , I "No" undistributed statement-see the prov1s1ons income? of section (If applying 4942(a)(2) section 4942(a)(2) the 1nstruct1ons). are being applied to any of the years 2b listed 1n 2a, list the years here 20 __ hold more than a 2 % d I rect or ind I rect I nte rest In any bus 1nes s at any time of the 10-, if the foundation disaster disaster 4942) 4942(J)(3) 1n 2a forwh1ch valuation answer (section did the foundation of section D 1d the foundation If "Yes," listed regarding '' available the off1c1al for a period fall to qualify regarding p- No Yes day of the tax year beg1nn1ng 1n 2008?. 1n section 20 __ 20 __ 20 enterprise b listed, If the prov1s1ons ~ the first for tax year(s) to incorrect notice income defined list the years~ Are there (relating c before At the end of tax year 2008, and 6e, Part XIII) notice Check w1th1n 90 days 1n a prior year 1n any of the acts to distribute foundation 1f term1nat1ng did any of the acts or 1n a current that were not corrected 2 (or make any of either to or to employ service, to la(l)-(6), 53 4941(d)-3 O rgan1zat1ons c to make a grant No 1t from) a d 1squa I 1f1ed person? off1c1al? (Exception. to a government of government ~' Yes with a d 1squa I 1f1ed person? extend to a d1squal1f1ed person or property _ Mav Be Reau1red or use of a d1squal1f1ed person)?. to pay money after term1nat1on b or assets ~_6_7_2_2_0 ________ or ind I rectly) s e rv 1ces, or fac 1l1t1es to (or accept any income No 828-5552 applies. (4) Pay c ompe ns at1on to, or pay or re I mburs e the ex pens es of, a d 1squa I 1f1ed person? (5) Transfer I Yes 15 a d1squal1f1ed person?. (3) Furn1s h goods, no ~(316) 13 here. ~ the year. column, unless an exception or leas Ing of property lend money 1n lieu of Form 1041-Check during Act1v1t1es for Which Form 4720 (e 1the r d 1rectly In the sale or exchange, Telephone f1l1ng Form 990-PF received if any item is checked in the "Yes" the year d 1d the foundation ( 1) Engage trusts interest Reaardina appl1cat1on?. ZIP+4 charitable of tax-exempt No 11a are 1n care of ~_V_O_N_D_A_H_O_L_L_I_M_A_N ____________________ Located During or 1nd1rectly, schedule the foundation and enter la If"Yes," Continued directly Did the foundation Web site address 14 the year, did the foundation, business after holdings 4943(c)(7)) or 2 0-yea r first had excess business invest Did the foundation make any investment charitable that of (1) any purchase as a result to dispose phase holdings Did the foundation purpose during 1n 2008 (2) the lapse of the 5-year May 26, 1969, under section 15-, I the year?. of holdings acquired by the foundation (or longer period approved by gift or bequest, or (3) hold 1ng pe nod? (Use Schedule C, Form 4720, to determine in 2008.). the year any amount 3b 1n a manner 1n a prior year (but after had not been removed period P- No Yes from Jeopardy that would Jeopardize its charitable December that could Jeopardize before the first 31, 1969) 4a purposes? No its 4b day of the tax year beg1nn1ng 1n 2008? Form 990-PF No (2008) Part VII-B Sa During Statements (1) Carry on propaganda, (2) Influence a grant to an 1nd1v1dual for travel, a grant to an organ1zat1on 509(a)(1), Regulations section O rgan1zat1ons 53 4945 relying If the answer tax because 5a(1)-(5), during on a personal Did the foundation, If you answered List all officers, See Add1t1onal directors, receive trustees, assistance check described No p- No 1n (see the 1nstruct1ons)?. Sb No 6b No ..... ' here. from the P- Yes I No 53.4945-S(d). or 1nd1rectly, to pay on a personal a party to a proh1b1ted tax shelter or have any net income Directors, foundation Trustees, attributable benefit Yes f7 No contract?. transaction? (c) Compensation (If not paid, enter -0-) I to the transaction? Foundation managers and their compensation (b) Title, and average hours per week devoted to pos1t1on employees KITTLE 1515 N COURTHOUSE ROAD ARLINGTON,VA 22201 STE 200 STE 200 MOORE 1515 N COURTHOUSE ROAD ARLINGTON,VA 22201 STE 200 CARDIFF 1515 N COURTHOUSE ROAD ARLINGTON,VA 22201 STE 200 BROWN 1515 N COURTHOUSE ROAD ARLINGTON,VA 22201 Total number under the exceptions disaster d 1rectly or ind I rectly, directly ' Yes I any proceeds RYAN STOWERS MATT section Yes ·I for the grant?. by Regulations p- No p- No or assistance exemption Yes P- Yes or animals?. fall to qualify claim I I p- No described sc1ent1f1c, literary, regarding Yes Managers, Yes f7 No • 7b Highly Paid Employees, (see the instructions). (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances Data Table 1515 N COURTHOUSE ROAD ARLINGTON,VA 22201 CHRIS organ1zat1on to children I or to carry (see 1nstruct1ons). does the foundation the tax year, was the foundation (a) Name and address of each employee paid more than $50,000 LOGAN etc, disaster respons1b1l1ty the year, pay premiums, Compensation of five highest-paid If none, enter "NONE." CLAIRE 4955), contract?. (a) Name and address 2 notice regarding the year, rec e 1ve any funds, during 4945(e))? s1m1lar purposes? 4940(d)(2)? Information About Officers, and Contractors l:ffil9111 1 5a(4), required benefit If yes, did the foundation b or other of cruelty Continued "Yes" to 6b, also file Form 8870. At any time during 7a notice 1s "Yes" to question If "Yes," attach the statement premiums or 1n a current 1t ma1nta1ned expenditure D 1d the foundation, (see section did any of the transactions on a current (section drive?. study, or for the prevention 1s "Yes"to leg1slat1on other than rel1g1ous, charitable, purposes, If any answer election May Be Required to other than a charitable, (2), or (3), or section for any purpose for Which Form 4720 to influence reg1strat1on (4) Provide educational b any voter (3) Provide (5) Provide 6a attempt of any spec1f1c public or 1nd1rectly, 1n section c Activities pay or incur any amount or otherwise the outcome on, directly b Regarding the year did the foundation of other employees STE 200 pa 1d over$ (other than those included on line 1-see (b) Title and average hours per week devoted to pos1t1on PGM OFFICER TALENT 40 0 PGM OFFICER ED 40 0 HIGHR DIR O F O PE RATIO 40 0 PGM OFFICER40 0 PGM OFFICER ACADEMIC 40 0 5 0 ,0 0 0. NS MBM (c) Compensation the instructions). to (d) Contributions employee benefit plans and deferred compensation (e) Expense account, other allowances 154,026 10 ,4 35 1,990 125,000 16,139 2,830 185,270 10,724 2,710 120,000 17,357 2,830 172,575 14 ,696 2,830 ,... 13 Form 990-PF (2008) Form 990-PF (2008) ljljljQUW 3 Page Information About Officers, and Contractors Continued Five highest-paid "NONE." independent (a) Name and address Total number of others iihilf!#.;I contractors of each person for professional Trustees, services-(see Foundation for professional of Direct Charitable Managers, the instructions). If none, enter (c) Compensation ..... services. 2 Activities List the foundation's four largest direct charitable act1v1t1esduring the tax year Include relevant stat1st1calinformation such as the number of organizations and other benef1c1ariesserved, conferences convened, research papers produced, etc 1KOCH ASSOCIATES 2KOCH INTERNSHIP PROGRAM PROGRAM SEE GENERAL SEE GENERAL EXPLANATION EXPLANATION Expenses ATTACHMENT 4,383,360 ATTACHMENT 459,886 3 4 •:.r.,..••--==-:• Summary of Program-Related Investments (see the instructions) Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2 A mount 1 2 A II other program-related investments See the 1nstruct1ons 3 Total Add lines 1 through 3. 7 Highly Paid Employees, (b) Type of service paid more than $50,000 rece1v1ng over $50,000 Summary Directors, ..... I Form 990-PF (2008) Form 990-PF (2008) lilfil!I 1 Page Minimum Investment Return (All domestic foundations see paqe 24 of the instructions.) Fair market value of assets not used (or held for use) directly 1n carrying 8 must complete this part. Foreign foundations, out charitable, etc, purposes a Average monthly fair market b Average of monthly value cash balances. c Fair market d Total (add lines value e Reduction claimed for blockage le detailed explanation). (attach 2 Acqu1s1t1on 3 Subtract 4 Cash deemed of securities. of all other la, assets (see the 1nstruct1ons). b, and c). indebtedness or other factors reported on lines to line 1 assets. held for charitable Minimum investment act1v1t1es Enter 1 1/2% M1n1mum investment 2a Tax on investment return income b Income c Add lines 2a and 2b. tax for 2008 Distributable 4 Recoveries 5 Add lines ofl1ne 3 (for greater amount, line 4 from line 3 Enter Deduction 2,599,562 170,704,588 8,535,229 6 from Part X, line 6. for 2008 1 from Part VI, I line 5. 2a I lilfil30 before adJustments treated I 2b I Subtract line 2c from line 1. amount 4 (see the 1nstruct1ons). Subtract A mounts 3 A mounts Distributions contributions, gifts, 6 line 6 from line 5 Enter expenses) etc -total investments-total paid to acquire assets here and on Part XIII, to accomplish from Part I, column charitable, etc, (d), line 26. from Part IX-B. used (or held for use) directly set aside for spec1f1c charitable (prior Su1tab1l1ty test b Cash d1stribut1on 4 Qualifying 5 Foundations income Adjusted IRS approval test (attach distributions. Enter that qualify proJects 1n carrying out charitable, that satisfy schedule). la through under section distributions. la 15 ,4 76 ,965 4940(e) 3b Enter here and on Part V, line 8, and Part XIII, for the reduced Subtract lb 0 2 0 3a 0 3b 0 the line 4 4 15 ,4 76 ,965 rate of tax on net investment 5 1% of Part I, line 27b (see page 26 of the 1nstruct1ons) qualifying 8,422,704 etc, required). the required Add lines 7 purposes purposes. a 8,422,704 (see page 25 of the instructions) paid (1nclud1ng adm1n1strat1ve Program-related 2 8,422,704 3 as qual1fy1ng d1stribut1ons. as adJusted amount Qualifying Expenses, 112,525 5 from distributable A mounts 8,535,229 112,525 line 1. Note: 4 2c of amounts Distributable 6 17 3,304,150 5 here and on Part V, line 4 3 and 4. 6 b 0 3 see the 5% of line 5. (T h Is does not I n c I u de the tax from P a rt V I ) • amount 7 a 6,530,000 17 3,304,150 r 1 1 le ld Distributable Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating foundations and certain fore1qn orqan1zat1ons check here ,.. and do not complete this part.) •ilfil31 3 Subtract assets. Enter return. 72,750,566 2 1nstruct1ons). Net value of noncharitable-use lb I le I applicable 6 94,023,584 la and line 2 from line ld. 5 la 11ne 5 from 11ne 4. The amount on line 6 will be used in Part V, column (b), in subsequent section 4940(e) reduction of tax in those years. 15 ,4 76 ,965 6 years when calculating whether the foundation Form qualifies 990-PF for the (2008) Undistributed Part XIII Income (see paqe 26 of the instructions) (a) Corpus 1 Distributable 2 Undistributed income, 1fany, a Enter amount for 2007 only. b Total for prior years 3 Excess a From 2003. amount 20 __, __, 20 20 8,422, 704 -- From 2004. 1,297,997 c From 2005. 2,267,221 d From 2006. 4,479, 130 e From 2007. 3, 779,603 f Total of lines 13,815, 774 e. Qua I 1fy 1ng d 1stri but1ons for 2 0 0 8 from Pa rt ..... $ XII, line 4 15,476,965 a A ppl1ed to 2007, but not more than b A ppl1ed to undistributed (Election required-see line 2a income of prior years the 1nstruct1ons). c Treated as d1stribut1ons out of corpus required-see the 1nstruct1ons). d A ppl1ed to 2008 distributable distributed e Rema1n1ng amount 5 (d) 2008 1f any, to 2008 1,991,823 b 4 (c) 2007 as of the end of2007 carryover, 3a through (b) prior to 2007 from Part XI, line 7 for 2008 d1stribut1ons Years Excess d1stribut1ons (Election 8,422, 704 amount. 7,054,261 out of corpus carryover applied to 2008 (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total indicated below: a Corpus Add lines of each column as 3f, 4c, and 4e b Prior years' undistributed I In e 4 b from I In e 2 b • income Subtract line 5 20,870,035 Subtract c Enter the amount of prior years' undistributed income for which a notice of def1c1ency has been 1ssued, or on wh1c h the s ect1on 4 9 4 2 (a) tax has been previously assessed. line 6c from line 6b Taxable d Subtract amount-see the 1nstruct1ons • income for 2006 Subtract line e U nd1stributed the 4a from line 2a Taxable amount-see 1nstruct1ons • f income for 2008 U nd1stributed lines 4d and 5 from line 1 This 1n 2008 • be distributed Subtract amount must 0 7 A mounts treated as d1stribut1ons out of corpus to satisfy requirements imposed by section 170(b)(l)(F) or4942(g)(3) (see the 1nstruct1ons). 8 9 10 a Excess d1stribut1ons carryover from 2002 not applied on line 5 or line 7 (see page 27 of the 1nstruct1ons). Excess distributions carryover to 2008. lines 7 and 8 from line 6a. Subtract A nalys1s 1,991,823 18,878,212 of line 9 From 2004. 1,297,997 b From 2005. 2,267,221 c From 2006. 4,479, 130 d From 2007. 3, 779,603 e From 2008. 7,054,261 Form 990-PF (2008) If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private and the ruling 1s effective for 2008, enter the date of the ruling. foundation, b Check 2a box to 1nd1cate whether the organ1zat1on Enter the lesser of the adJusted net income from Pa rt I or the m1n1mum 1nves tme nt return from Pa rt X for each year listed. operating ...-~------------------ foundation described 85% Qua l1fy Ing d 1stribut1ons from Pa rt XI I, line 4 for each year listed. d Amounts included in line 2c not used directly for active conduct of exempt act1v1t1es. e Q ual1fy1ng d1stribut1ons made directly for active conduct of exempt act1v1t1es line 2d from line 2c Subtract In section r 4942(J)(3) or r P ri or 3 ye a rs (a) 2008 b ofl1ne IS a private uest1on 9 operating Tax year c 3 (b) 2007 4942(J)(5) (e) Total (c) 2006 (d) 2005 2a. Complete 3a, b, or c for the alternative test relied upon a "Assets" alternative test-enter (1) Value (2) Value of assets qual1fy1ng under section 4942(J)(3)(B)(1) of all assets 144, 918,458 • b "Endowment" alternative testenter of m1n1mum investment return shown Part X, line 6 for each year listed. c "Support" alternative 189,275, 926 114,099,226 76,012,934 524,306,544 2/3 1n test-enter (1) Total support other than gross investment income (interest, d1v1dends, rents, payments on securities loans (section 512(a)(5)), or royalties). (2) Support from and 5 or more organ1zat1ons section 4942 (3) Largest amount from an exempt (4) Gross I :r.Tili •'.t'• 1 see the instructions and Part VII-A Foundations Part XIV la general public exempt as provided 1n (J)(3 )(8)(111). of support organ1zat1on investment income Supplementary Information (Complete assets at any time during the year-see this part only if the organization the instructions.) Regarding Foundation Managers: of the foundation who have contributed more than 2% of the total before the close of any tax year (but only 1f they have contributed more than $5,000) had $5,000 or more in Information a List any managers CHARLES G KOCH b List any managers ownership contributions received by the foundation (See section 507 (d)(2)) of the foundation of a partnership or other who own 10% or more of the stock of a corporation (or an equally entity) ofwh1ch the foundation has a 10% or greater interest large portion of the NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: r Check here ... 1fthe organ1zat1on only makes contributions to preselected charitable organ1zat1ons and does not accept to 1nd1v1duals or organ1zat1ons unsol1c1ted requests for funds If the organ1zat1on makes gifts, grants, etc (see the 1nstruct1ons) under other cond1t1ons, complete items 2a, b, c, and d a The name, address, See Add1t1onal c Any subm1ss1on See Add1t1onal d Any restrictions number of the person to whom appl1cat1ons should be addressed Data Table b The form 1n which See Add1t1onal and telephone appl1cat1ons should be submitted and 1nformat1on and materials they should include Data Table deadlines Data Table or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other facto rs See Add1t1onal Data Table Form 990-PF (2008) Form 990-PF (2008) Page •ffii:W Supplementary 3 Grants Information (continued) and Contributions Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address a Paid dunng (home or business) Purpose of grant contribution or A mount Data Table ......3a Total. for future See Add1t1onal Total. Foundation stat us of rec1p1ent Payment the year See Add1t1onal b Approved show any relat1onsh1p to any foundation manager or substantial contributor for Future 11 7,931,403 payment Data Table ......3b 757,901 Form 990-PF (2008) Part XVI-A Enter gross Analysis am ounts 1 Program ser vice of Income-Producing unless otherwise 1nd1cated Activities Unrelated (a) Business revenue business income (b) code (c) A mount (e) Related or exempt function income (See the 1nstruct1ons) Excluded by section 512, 513, or 514 Exclusion code (d) A mount a b c d e f g Fees and contracts 2 Members from government agencies h1p dues and assessments. 3 Interest on savings and temporary cash investments 4 D1v1dends a nd interest from securities. 5 Net rental I ncome or (loss) from real estate 14 2, 190, 196 14 544, 179 a Debt-f1na need property. bNotdebt- 6 f1na nc ed property. Net renta I income or (loss) from personal property 7 Other1nves 8 tment 9 Net income 10 Gross 18 or (loss) from special b ___ _ c ___ _ d ___ _ e ___ _ 12 Subtotal events (loss) from sales of inventory. PARTNERSHIPSHARE OF ue aINCOME A dd columns Part XVI-B .. 34,109 5,869,171 (b), (d), and (e). Total. Add line 12, columns (b), (d), and (e). (See worksheet 1n line 13 1nstruct1ons to verify Line No. 3, 100,687 prof1 tor 11 Otherreven 13 income. Gain or ( loss) from sales of assets other than inventory Relationshi of Activities . 13 __________ 5~,8_6_9~,1_7_1 calculations) to the Aecom Explain below how each act1v1ty for which income the accomplishment of the organ1zat1on's exempt the 1nstruct1ons ) lishment of Exem 1s reported 1n column purposes (other than t Pur oses (e) of Part XVI-A contributed importantly to by prov1d1ng funds for such purposes) (See Form 990-PF (2008) Form 990-PF (2008) l:hii!W•I 1 13 Page Information Regarding Transfers To and Transactions Noncharitable Exempt Organizations and Relationships With Did the organization directly or indirectly engage in any of the following with any other organ1zat1ondescribed in section Yes No SOl(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organ1zat1on to a noncharitable exempt organ1zat1on of (1) Cash. 1a(1) No (2) 0 ther assets. 1a(2) No b Other transactions 1b(1) No 1b(2) No 1b(3) No 1b(4) No lb(S) No 1b(6) No le No (1) Sales (2) Purchases (3) Rental (4) Reimbursement (5) Loans of assets offac1l1t1es, exempt from a noncharitable equipment, or other organ1zat1on. exempt organ1zat1on. assets. arrangements. or loan guarantees. (6) Performance c Sharing to a noncharitable of assets of services offac1l1t1es, or membership equipment, or fundra1s1ng ma1l1ng lists, other sol1c1tat1ons. assets, or paid employees. d If the answer to any of the above 1s "Yes," complete the following schedule Column (b) should always show the fair market given by the reporting organ1zat1on If the foundation received less than fair value of the goods, other assets, or services market value 1n any transaction or sharing arrangement, show 1n column (d) the value of the goods, other assets, or services received (a) Line No (b) Amount involved 2a Is the foundation described b If"Yes," d 1rectly 1n section complete (c) Name of nonchantable exempt organ1zat1on or ind I rectly 501(c) aff1l 1ated with, or re lated to, one or more tax-exempt of the Code (other the following (d) Description of transfers, transactions, and sharing arrangements than section 501(c)(3)) or 1n section orga n1zat1ons (a) Name of organization (b) Type of organization i 2009-11-16 ****** Signature of officer or trustee Date ~ ::r.:, v.i schedules and statements, and to (other than taxpayer or f1duc1ary) 1s ~ ****** Title Date -:l) :::c c ii) '":..- >, -fC .::.:,i::o i::f:::. t ,t, o.:i ,j) Pre pa re r's Signature ~ Yes (c) Description of relat1onsh1p this return, 1nclud1ng accompanying Under penalties of perJury, I declare that I have examined the best of my knowledge and belief, 1t 1s true, correct, and complete Declaration of preparer based on all 1nformat1on ofwh1ch preparer has any knowledge ~ .I 5277. schedule Check AMANDA Firm's name (or yours ~ 1f self-employed), address, and ZIP code employed A COLEMAN EI N BKD LLP 1551 1fself- N WATERFRONT WICHITA, KS PKWY STE 300 ~r P re pa re r' s S S N or PTIN (See Signature 1n the 1nstruct1ons) ~ Phone no (316) 265-2811 672066601 Form 990-PF (2008) lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - Departrrent of the Treasury Internal RevenueSer1,1ce DLN:934913200061391 Schedule of Contributors OMB No 1545-0047 ,... Attach to Form 990, 990-EZ, and 990-PF. ,... See separate instructions. 2008 Schedule B (Form 990, 990-EZ, or 990-PF) I Name of organization Employer CHARLES G KOCH CHARITABLE FOUNDATION Organization identification number I48-0918408 type (check one) Filers of: Form 990 or 990-EZ Form990-PF Section: r r r 501(c)( 4947( a)( 1) nonexempt charitable trust not treated as a private foundation 527 political organ1zat1on P" 501(c)(3) r r ) ( enter number) organ1zat1on exempt private foundation 4947( a)( 1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check 1f your organ1zat1on1scovered by the General Ru le or a Special Ru le. ( Note. Only a section 501 (c)(l), (8), or (10) orgamzat1on can check boxes for both the General Rule and a Special Rule See 1nstruct1ons ) General Rule- P" For organ1zat1onsfiling Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more ( 1nmoney or property) from any one contributor Complete Parts I and II Special Rules- I For a section 501 ( c )(3) organ1zat1onfiling Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations under sections 509( a)( 1 )/170( b )( 1 )(A)(v1), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part VIII, line 1h or 2% of the amount on Form 990-EZ, line 1 Complete Parts I and II I For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or Form 990-EZ, that received from any one contributor, during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, sc1ent1f1c,literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and Ill I For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or Form 990-EZ, that received from any one contributor, during the year, some contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did not aggregate to more than $1,000 ( If this box 1schecked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule applies to this organ1zat1onbecause 1treceived nonexclus1vely religious, charitable, etc , contributions of $5,000 or more during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . ,... $ Caution. Organ1zat1onsthat are not covered by the General Rule and/or the Special Rules do not file Schedule B ( Form 990, 990-EZ, or 990-PF), but they must answer" No" on Part IV, line 2 of their Form 990, or check the box 1nthe heading of their Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B ( Form 990, 990-EZ, or 990-PF) For Paperwork Reduction Pct Notice, see the Instructions for Form 990 These instructions will be issued separately Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part I Name of organization Employer identification number CHARLES G KOCH CHARITABLE FOUNDATION 48-0918408 •@ii Contributors ( see Instructions) (a) No. (b) Name, address, and ZIP+ 4 Aggregate (c) contributions -- 1 CHARLES 4111 G KOCH E 37TH WICHITA, KS STREET N $ 98,663 (b) Name, address, and ZIP+ 4 Aggregate (c) contributions -- 2 KOCH 4111 INDUSTRIES E 37TH WICHITA, (a) No. KS INC STREET Person Payroll Noncash p r r (Complete Part II 1f there 1s a noncash contribution ) 67220 (a) No. (d) Type of contribution N $ 988, 142 Person Payroll Noncash r r p (Complete Part II 1f there 1s a noncash contribution ) 67220 (b) Name, address, and ZIP+ 4 (d) Type of contribution Aggregate (c) contributions -- (d) Type of contribution Person Payroll Noncash $ r r r (Complete Part II 1f there 1s a noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 Aggregate (c) contributions -- (d) Type of contribution Person Payroll Noncash $ r r r (Complete Part II 1f there 1s a noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 Aggregate (c) contributions -- (d) Type of contribution Person Payroll Noncash $ r r r (Complete Part II 1f there 1s a noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 Aggregate (c) contributions -- (d) Type of contribution Person Payroll Noncash $ r r r (Complete Part II 1f there 1s a noncash contribution ) Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ Name of organization Employer of Part II of _1_ identification number CHARLES G KOCH CHARITABLE FOUNDATION 48-0918408 •@iii Noncas h Property (a) No. from Part I -- ( see Instructions) Description (b) of noncash property (c) FMV (or estimate) given (d) Date received (see instructions) 2 (a) No. from Part I LEASEHOLD SPACE IMPROVEMENTS FOR ARLINGTON, VIRGINIA OFFICE $ Description (b) of noncash property 988, 142 (c) FMV (or estimate) given (see instructions) 2008-12-19 (d) Date received -$ (a) No. from Part I Description (b) of noncash property (c) FMV (or estimate) given (see instructions) (d) Date received -$ (a) No. from Part I Description (b) of noncash property (c) FMV (or estimate) given (see instructions) (d) Date received -$ (a) No. from Part I Description (b) of noncash property (c) FMV (or estimate) given (see instructions) (d) Date received -$ (a) No. from Part I Description (b) of noncash property (c) FMV (or estimate) given (see instructions) (d) Date received -$ Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ Name of organization Employer identification of _1_ of Part Ill number CHARLES G KOCH CHARITABLE FOUNDATION 48-0918408 Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the follow 1ngline entry ) For organ1zat1onscompleting Part Ill, enter the total of exc/us,vely religious, charitable, etc , contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons ) ..,_$ (a) No. from Part I (b) Purpose of gift (c) Use of gift Description (d) of how gift is held -(e) Transfer of gift Transferee's (a) No. from Part I name, address, and ZIP 4 (b) Purpose of gift Relationship (c) Use of gift of transferor to transferee Description (d) of how gift is held -(e) Transfer of gift Transferee's (a) No. from Part I name, address, and ZIP 4 (b) Purpose of gift Relationship (c) Use of gift of transferor to transferee Description (d) of how gift is held -(e) Transfer of gift Transferee's (a) No. from Part I name, address, and ZIP 4 (b) Purpose of gift Relationship (c) Use of gift of transferor to transferee Description (d) of how gift is held -(e) Transfer of gift Transferee's name, address, and ZIP 4 Relationship of transferor Schedule to transferee B (Form 990, 990-EZ, or 990-PF) (2008) Additional Data Software ID: Software Version: EIN: Name: Form 990PF Part IV - Capital 08000068 08-8.1 48-0918408 CHARLES G KOCH CHARITABLE FOUNDATION Gains and Losses for Tax on Investment (a) List and describe the k1nd(s) of property sold (e g, real estate, 2-story brick warehouse, or common stock, 200 shs M LC Co) Income (b) How ac q u1red P-P urc hase D-Donat1on ZAZOVE ASSOCIATES, LLC (ST) p ZAZOVE ASSOCIATES, LLC (LT) p EATON VANCE MORGAN ARDEN p OPPORTUNITIES p STANLEY ENDOWMENT EXCELSIOR VICTORY LOAN ABSOLUTE CAPITAL- p ADVISERS RETURN ABSOLUTE p FUND RETURN CREDIT p - Lines a - d (c) Date ac q u1red (mo, day, yr) (d) Date sold (mo, day, yr) Form 990PF (e) Gross Part IV - Capital sales Gains and Losses for Tax on Investment (f) price Deprec1at1on allowed (or allowable) Income - Lines e - h (h) Gain or (loss) (e) plus (f) minus (g) (g) Cost or other basis plus expense of sale 1,399,27 2,213,139 2,234,682 -21,543 2,682,698 -184,126 24,661,969 23,558,204 1,103,765 6,789,600 5,000,000 1,789,600 1,556,634 1,320,870 235,764 2,498,57 410,054 2 3 -232,827 1,166,446 410,054 Form 990PF Complete Part IV - Capital only for assets (i) F M V as of 12/31/69 showing Gains and Losses for Tax on Investment gain 1n column (h) and owned by the foundation (j) AdJusted basis as of12/31/69 Income on 12/31/69 (k) Excess of col (1) over col (J), 1f any - Lines i - I (I) Gains (Col (h) gain minus col (k), but not less than -0-) or Losses (from col (h)) -232,827 -21,543 -184,126 1,103,765 1,789,600 235,764 410,054 Form 990PF PartVIII compensation Line 1 - List all officers, directors, (b) Title, and average hours per week devoted to pos1t1on (a) Name and address trustees, foundation managers and their (d) Contributions to employee benefit plans and deferred compensation (c) Compensation (If not paid, enter -0-) (e) Expense account, other allowances CHARLESCHASEKOCH PO BOX 2256 WICHITA, KS 672012256 DIRECTOR 1 0 0 0 0 DIRECTOR 1 0 0 0 0 DIRECTOR 1 0 0 0 0 DIRECTOR/ CHAIRMAN 1 0 0 0 0 TREASURER 1 0 0 0 0 ASSISTANT SECRETARY 1 0 0 0 0 SECRETARY THROUGH 9-7-08 1 0 0 0 0 SECRETARY 8-08 1 0 0 0 0 0 0 0 0 0 0 ELIZABETHROBINSONKOCH PO BOX 2256 WICHITA, KS 672012256 ELIZABETHB KOCH PO BOX 2256 WICHITA, KS 672012256 CHARLESG KOCH PO BOX 2256 WICHITA, KS 672012256 VONDAHOLLIMAN PO BOX 2256 WICHITA, KS 672012256 JOY RAUM 1515 N COURTHOUSE RD SUITE 200 ARLINGTON,VA 22201 LOGANMOORE 1515 N COURTHOUSE RD SUITE 200 ARLINGTON,VA 22201 BRIAN MENKES 1515 N COURTHOUSE RD SUITE 200 ARLINGTON,VA 22201 FROM 9- KEVIN L GENTRY 600 14TH STREET WASHINGTON,DC NW SUITE 20005 800 VICE 1 0 PRESIDENT RICHARD H FINK 1515 N COURTHOUSE RD SUITE 200 ARLINGTON,VA 22201 PRESIDENT/DIRECTOR 10 0 Form 990PF Programs: Part XV Line 2a - 2d - Information a The name, address, GRANT and telephone number of the person Regarding Contribution, to whom appl1cat1ons should Grant, Gift, Loan, Scholarship, etc., be addressed ADMINISTRATOR b The form 1n which appl1cat1ons should be submitted and 1nformat1on and materials they should include ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN STATEMENT 18 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE 1 PROSPECTIVE GRANTEE'S MISSION AND GOALS, 2 SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT, 3 AMOUNT OF FUNDING REQUESTED, 4 NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON, AND, 5 CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT BECAUSE THE FOUNDATION ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3)0RGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE THE FOUNDATION KINDLY REQUEST THAT NO MATERIALS BE c Any subm1ss1on deadlines NONE d Any restrictions facto rs or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF MANKIND BUILDING ON THIS KNOWLEDGE, THE CHARLES G KOCH CHARITABLE FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS IN ORDER TO INTEGRATE THEORY AND PRACTICE BY DOING SO, THE FOUNDATION STRIVES TO DEVELOP MARKET-BASED TOOLS THAT ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO STRIVE AND PROSPER THE CHARLES G KOCH CHARITABLE FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED TO SUPPORT POSITIVE SOCIAL CHANGE THE FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRST FAMILIARIZE THEMSELVES WITH THOSE DOMAINS BY EXAMINING THE FOUNDATION'S AREAS OF INTEREST IN ADDITION, THE FOUNDATION PLACES SEVERAL LIMITATIONS ON THE REQUESTS IT CONSIDERS 1 THE FOUNDATION PRIMARILY MAKES GRANTS TO SECTION 501(C)(3) PUBLIC CHARITIES THE CHARLES G KOCH CHARITABLE FOUNDATION DOES a The name, address, and telephone number of the person to whom appl1cat1ons should be addressed CHARLES G KOCH CHARITABLE FDN 1515 N COURTHOUSE ROAD SUITE 200 ARLINGTON,VA 22201 (703) 87 5-1600 b The form 1n which appl1cat1ons should be submitted and 1nformat1on and materials they should include ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN STATEMENT 18 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE 1 PROSPECTIVE GRANTEE'S MISSION AND GOALS, 2 SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT, 3 AMOUNT OF FUNDING REQUESTED, 4 NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON, AND, 5 CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT BECAUSE THE FOUNDATION ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3)0RGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE THE FOUNDATION KINDLY REQUEST THAT NO MATERIALS BE c Any subm1ss1on deadlines NONE d Any restrictions facto rs or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF MANKIND BUILDING ON THIS KNOWLEDGE, THE CHARLES G KOCH CHARITABLE FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS IN ORDER TO INTEGRATE THEORY AND PRACTICE BY DOING SO, THE FOUNDATION STRIVES TO DEVELOP MARKET-BASED TOOLS THAT ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO STRIVE AND PROSPER THE CHARLES G KOCH CHARITABLE FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED TO SUPPORT POSITIVE SOCIAL CHANGE THE FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRST FAMILIARIZE THEMSELVES WITH THOSE DOMAINS BY EXAMINING THE FOUNDATION'S AREAS OF INTEREST IN ADDITION, THE FOUNDATION PLACES SEVERAL LIMITATIONS ON THE REQUESTS IT CONSIDERS 1 THE FOUNDATION PRIMARILY MAKES GRANTS TO SECTION 501(C)(3) PUBLIC CHARITIES THE CHARLES G KOCH CHARITABLE FOUNDATION DOES Form 990PF Part XV Line 3a - Grants Rec1p1ent Name and address a Paid dunng (home or business) and Contributions If rec1p1ent 1s an 1nd1v1dual, show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year Foundation stat us of rec1p1ent Purpose of grant or contribution A mount the year APPALACHIAN STATE 219 COLLEGE STREET BOONE,NC 28608 NONE PUBLIC EDUCATION PROGRAMS 17 ,000 ASSOCIATION OF PRIVATE ENTERPRISE IN EDUCATION USA G RA N D RA P IDS, M I 49501 NONE PUBLIC EDUCATION PROGRAMS 18,500 ATLAS ECONOMIC RESEARCH FOUNDATION 2000 NOTH 14TH STREET SUITE 550 ARLINGTON,VA 22201 NONE PUBLIC EDUCATION PROGRAMS 35 ,000 AUBURN UNIVERSITY 661 ROOSEVELT DR AUBURN,AL 36832 NONE PUBLIC EDUCATION PROGRAMS 300,000 BELOIT COLLEGE 700 COLLEGE ST BELO IT, WI 53511 NONE PUBLIC EDUCATION PROGRAMS 31,000 BERRY COLLEGE 22 77 MARTHA BERRY HWY NW MOUNT BERRY,GA 30149 NONE PUBLIC EDUCATION PROGRAMS 10 ,800 BILLO FRIGHTS INSTITUTE 200 N GLEBE RD 200 ARLINGTON,VA 22203 NONE PUBLIC EDUCATION PROGRAM 300,000 BROWN UNIVERSITY 115 WATERMAN STREET PROVIDENCE, RI 02912 NONE PUBLIC EDUCATION PROGRAMS 136,050 BUCKEYE INSTITUTE FOR PUBLIC POLICY 88EBROADST COLUMBUS,OH 43215 NONE PUBLIC GENERAL SUPPORT OPERATING CATO INSTITUTE 1000 MASSACHUSETTS AVE WASHINGTON,DC 20001 NONE PUBLIC GENERAL SUPPORT OPERATING CASE WESTERN RESERVE UNIVERSITY 11118 BELLFLOWER RD CLEVELAND,OH 44106 NONE PUBLIC EDUCATION PRO GA MS AND CLEMSON UNIVERSITY 51 N CHERRY ST CLEMSON,SC 29634 NONE PUBLIC EDUCATION PROGAMS COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE STREET CHARLESTON,SC 29424 NONE PUBLIC EDUCATION PROGRAMS COMMONWEALTH 225 STATE ST HARRISBURG, PA NONE PUBLIC GENERAL SUPPORT NONE PUBLIC EDUCATION NW FOUNDATION 17101 CRITICAL REVIEW FOUNDATION INC 9639 REQUA RD HELOTES, TX 78023 Total. RESEARCH 12 ,613 10 ,000 25 ,000 130,116 19,745 OPERATING 9,371 PROGRAMS ......3a 8,500 7,931,403 Form 990PF Part XV Line 3a - Grants Rec1p1ent Name and address a Paid dunng (home or business) and Contributions If rec1p1ent 1s an 1nd1v1dual, show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year Foundation stat us of rec1p1ent Purpose of grant or contribution A mount the year DARTMOUTH UNIVERSITY 1 RO PE FERRY RD HANOVER,NH 03755 NONE PUBLIC EDUCATION PROGRAMS 22,000 DUQUESNE UNIVERSITY 1801 BLVD OF THE ALLIES PITTSBURG, PA 15219 NONE PUBLIC EDUCATION PROGRAMS 18,000 THE FEDERALIST SOCIETY 1015 18TH ST NW WASHINGTON,DC 20036 NONE PUBLIC STUDENT LEADERSHIP PROGRAM 7 5 ,000 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS,FL 33965 NONE PUBLIC EDUCATION 16 ,000 FOUNDATION FOR INDIVIDUAL RIGHTS 601 WALNUT STREET SUITE 510 PHILADELPHIA,PA 19106 NONE PUBLIC GENERAL SUPPORT FRASER INSTITUTE 301-815 1 ST SW CALGARY,ALBERTA CA NONE PUBLIC RESEARCH FREEDOM FEST POBOX1213 MARSHILL,NC NONE PUBLIC GENERAL SUPPORT OPERATING FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON,DC 20009 NONE PUBLIC GENERAL SUPPORT OPERATING GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX,VA 22030 NONE PUBLIC EDUCATION GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE FAIRFAX,VA 22030 NONE PUBLIC GENERAL OPERATIONAL SUPPORT AND EDUCATION PROGRAMS GROVE CITY COLLEGE lOOCAMPUSDR GROVE CITY,PA 16127 NONE PUBLIC EDUCATION PROGRAMS 46 ,600 NONE PUBLIC EDUCATION PROGRAMS 18,500 NONE PUBLIC EDUCATION PROGRAMS 33,000 NONE PUBLIC GENERAL SUPPORT NONE PRIVATE EDUCATION 28754 HAMPDEN-SYDNEY POBOX667 HAMPDENSYDNEY,VA OPERATING SUPPORT PROGRAMS 300,000 150,000 5,000 3,000 91,500 2,781,500 COLLEGE 23943 HILLSDALE COLLEGE 33 EAST COLLEGE ST HILLSDALE,MI 49242 INSTITUTE FOR HUMANE 3301 FAIRFAX DR ARLINGTON,VA 22201 STUDIES JACK MILLER CENTER 485 EAST HALF DAY ROAD SUITE 200 BUFFALO GROVE,IL 60089 Total. PROGRAMS OPERATING PROGRAMS ......3a 1,169,000 212,000 7,931,403 Form 990PF Part XV Line 3a - Grants Rec1p1ent Name and address a Paid dunng (home or business) and Contributions If rec1p1ent 1s an 1nd1v1dual, show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year Foundation stat us of rec1p1ent Purpose of grant or contribution A mount the year JAMES MADISON INSTITUTE 2017 DELTA BLVD TALLAHASSEE,FL 32303 NONE PUBLIC GENERAL SUPPORT JO H N WILLI AM PO PE CENTER 200 WEST MORGAN STREET RA LEIGH, NC 27601 NONE PUBLIC RESEARCH THE KING'S COLLEGE 350 FIFTH AVE SUITE NEWYORK,NY 10118 NONE PUBLIC EDUCATION PROGRAMS 12,000 LOYOLA UNIVERSITY 6363 STREET CHARLES AVENUE NEWORLEANS,LA 70118 NONE PUBLIC EDUCATION PROGRAMS 7 5 ,000 MERCATUS CENTER 3301 FAIRFAX DRIVE ARLINGTON,VA 22201 NONE PUBLIC EDUCATION PROGRAMS MERCER UNIVERSITY 1550 COLLEGE ST MACON,GA 31207 NONE PUBLIC EDUCATION PROGRAMS 16 ,000 NONE PUBLIC EDUCATION PROGRAMS 17 ,000 MICHIGAN STATE UNIVERSITY 55 KELLOGG LANSING,MI 48906 NONE PUBLIC EDUCATION PROGRAMS 15,360 MONTANA STATE PO BOX 172230 BOZEMAN,MT 59717 NONE PUBLIC EDUCATION PROGRAMS 24,000 NATIONAL TAXPAYERS UNION FOUNDATION 108 NA LFRED ST ALEXANDRIA,VA 22314 NONE PUBLIC GENERAL SUPPORT NEW YORK STATE UNIVERSITY 33 WEST 42ND STREET NEWYORK,NY 10036 NONE PUBLIC EDUCATION PROGRAMS 26 ,000 NORTHERN MICHIGAN UNIVERSITY 1401 PRESQUE ISLE AVE MARQUETTE,MI 49855 NONE PUBLIC EDUCATION PROGRAMS 1,000 NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON,IL 60208 NONE PUBLIC EDUCATION PROGRAMS PENNSYLVANIA STATE UNIVERSITY 2010LDMAIN UNIVERSITY PARK,PA NONE PUBLIC EDUCATION PROGRAMS 18,000 NONE PUBLIC EDUCATION PROGRAMS 15,300 METROPOLITAN STATE OF DENVER 1006 W 11TH AVE DENVER, CO 80213 RHO DES COLLEGE 2000 N PARKWAY MEMPHIS,TN 38112 Total. 1500 OPERATING SUPPORT 39 ,462 15 ,000 1,050,000 COLLEGE OPERATING 5,000 200,000 16802 ......3a 7,931,403 Form 990PF Part XV Line 3a - Grants Rec1p1ent Name and address a Paid dunng (home or business) and Contributions If rec1p1ent 1s an 1nd1v1dual, show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year Foundation stat us of rec1p1ent Purpose of grant or contribution A mount the year ST CLOUD STATE UNIVERSITY 7204THAVES ST CLOUD,MN 56301 NONE PUBLIC EDUCATION PROGRAMS 4,000 ST LAWRENCE UNIVERSITY 23 ROMO DA DR CANTON,NY 13617 NONE PUBLIC EDUCATION PROGRAMS 4,000 NONE PUBLIC EDUCATION PROGRAMS 97 ,2 36 NONE PUBLIC EDUCATION PROGRAMS 15 ,000 TOWSON UNIVERSITY FOUNDATION 8000 YORK ROAD TOWSON, MD 21252 NONE PUBLIC EDUCATION PROGRAMS 4,650 TRINITY COLLEGE 300 SUMMIT STREET HARTFORT,CT 06067 NONE PUBLIC EDUCATION PROGRAMS 20 ,000 UNIVERSITY OF ALASKA FAIRBANKS 3352 COLLEGE RD FAIRBANKS,AK 99709 NONE PUBLIC EDUCATION PROGRAMS 15,500 UNIVERSITY OF KANSAS 700 VERMONT ST LAWRENCE, KS 66045 NONE PUBLIC EDUCATION PROGRAMS 25 ,000 UNIVERSITY 813 VIRGINIA COLUMBIA,MO NONE PUBLIC EDUCATION PROGRAMS 17,500 UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON,TX 77092 NONE PUBLIC EDUCATION PROGRAMS 30 ,000 UTAH STATE UNIVERSITY 131 OLD MAIN HILL LOGAN,UT 84322 NONE PUBLIC EDUCATION PROGRAMS 74 ,000 NONE PUBLIC EDUCATION PROGRAMS 15 ,000 UNIVERSITY OF TEXAS- PAN AMERICA 1201 W UNIVERSITY DRIVE EDINBURG, TX 78539 NONE PUBLIC EDUCATION PROGRAMS 20 ,600 WEST VIRGINIA UNIVERSITY FOUNDATION I WATERFRONT PI MORGANTOWN,WV 26501 NONE PUBLIC EDUCATION PROGRAMS 55 ,000 SUFFOLK UNIVERSITY 700 UNIVERSITY AVENUE 403 SYRACUSE, NY 13244 THE TOWER FOUNDATION JOSE STATE UNIVERSITY I WASHINGTON SQUARE SANJOSE,CA 95112 SUITE OF SAN OF MISSOURI AVE 65211 UTAH STATE UNIVERSITY INSTITUTE FOR POLITICAL 131 OLD MAIN HILL LOGAN,UT 84322 Total. ECON .....3a 7,931,403 Form 990PF Part XV Line 3b - Grants Rec1p1ent Name and address b Approved (home or business) for future and Contributions If rec1p1ent 1s an 1nd1v1dual, show any relat1onsh1p to any foundation manager contributor or substantial Approved Foundation stat us of rec1p1ent for Future Payment Purpose of grant or contribution A mount payment ATLAS ECONOMIC RESEARCH FOUNDATION2000 N 14TH STREET SUITE 550 ARLINGTON,VA 22201 NONE PUBLIC GENERAL SUPPORT OPERATING BUCKEYE INSTITUTE FOR PUBLIC POLICY88 E BROAD ST COLUMBUS,OH 43215 NONE PUBLIC GENERAL SUPPORT OPERATING COM MO NWEA LTH FO UN DA TIO N225 STATE STREET SUITE 302 HARRISBURG, PA 17101 NONE PUBLIC GENERAL SUPPORT OPERATING JAMES MADISON DELTA BLVD TALLAHASSEE,FL NONE PUBLIC GENERAL SUPPORT OPERATING NONE PUBLIC EDUCATIONAL PROGRAMS 600,000 NONE PUBLIC EDUCATIONAL PROGRAMS 100,000 INSTITUTE2017 32303 MERCATUS CENTER3301 DR ARLINGTON,VA 22201 FAIRFAX UTAH STATE UNIVERSITY5305 MAIN HILL LOGAN,UT 84322 Total. OLD .....3b 25 ,000 8,052 14 ,828 10 ,0 21 757,901 lefile GRAPHIC print - DO NOT PROCESS I As Filed DLN:934913200061391 Data - TY 2008 Accounting Fees Schedule Name: EIN: Category ACCOUNTING 48-0918408 Net Investment Income Amount 133,420 FEES INVESTMENT ACCTG SERVICES FEES TAX PREPARATION CHARLES G KOCH CHARITABLE FOUNDATION 10,755 FEES 3,385 Adjusted Net Income Disbursements for Charitable Purposes 102,580 10,755 3,385 lefile I As GRAPHIC print - DO NOT PROCESS Note: To capture the full content Filed Data - of this document, please I select DLN:93491320006139 landscape mode (11" x 8.5") when printing. TY 2008 Depreciation Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Description Property of Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Life(# Current Year's Depreciation Expense Rate/ of years) Net Investment Income OFFICE EQUIPMENT 2006-06-01 1,307 404 SL 5 261 OFFICE FURNITURE 2006-06-01 3,878 388 SL 15 259 OFFICE FURNITURE 2007-04-30 525 23 SL 15 35 BASE SORTER 2007-06-25 523 52 SL 5 105 TRAINING PROGRAM 2007-06-30 1,125 113 SL 5 PANABOARD 2007-07-31 1,452 121 SL 5 ADVENTURE PROGRAM 2007-08-31 1,490 99 SL 5 VIDEO EQUIPMENT 2007-09-30 1,069 53 SL 5 FOLDING TABLE 2007-10-30 583 19 SL 5 OFFICE DESK 2007-10-31 503 17 SL 5 101 LATERAL FILE 2007-12-31 620 0 SL 5 124 FIBER CABLE 2007-03-15 7,308 2,810 SL 2 3,372 VOICE DATA CABLES 2007-06-27 921 251 SL 1 502 MINIBLINDS 2007-07-31 556 132 SL 1 318 CYLINDER DOOR LOCK 2007-08-16 580 110 SL 1 331 CARPET 2007-06-27 5,500 1,500 SL 1 3,001 ARCHITECH SERVICE 2007-07-06 7,279 1,986 SL 1 3,971 CONSTRUCTION 2007-07-13 41,022 11,190 SL 1 22,380 DOOR & FRAME 2007-12-19 2,948 0 SL 1 2,080 VOICE DATA CABLES 2007-06-04 3,888 1,183 SL 1 2,028 TABLES 2008-07-11 6,857 SL 5 686 DESK & CHAIRS 2008-07-25 97,218 SL 10 4,051 DISHWASHER 2008-08-31 751 SL 5 50 2 REFRIGERATORS 2008-08-31 1,825 SL 5 122 6 STORAGE CABINETS 2008-09-29 2,092 SL 5 105 7 BOOKSHELVES 2008-09-29 1, 171 SL 5 59 3 BENCHES FOR LOBB 2008-10-06 2,942 SL 5 147 2 ORANGE CHAIRS 2008-10-06 1,772 SL 5 89 SIGN FOR LOBBY 2008-10-16 1,316 SL 5 44 2 WOODEN CHAIRS 2008-10-31 878 SL 5 29 2 TABELS 2008-11-06 742 SL 5 25 WORKSTATIONS & CHA 2008-11-13 104,350 SL 10 1,739 SIGN FOR FRONT LOB 2008-11-14 1,316 SL 5 44 WORKSTATION NAME T 2008-11-14 2,108 SL 5 70 3 LATERAL FILING C 2008-11-21 1,627 SL 5 27 3 TABLES 2008-03-31 859 SL 5 129 CAMERA FOR KAP 2008-03-31 805 SL 5 121 VIDEO CONFERENCING 2008-05-15 17,456 SL 5 2,327 WIRELESS SURVEY EQ 2008-05-31 6,977 SL 5 814 PORTABLE AUDIO SYS 2008-06-26 4,446 SL 5 445 VIDEO CONFERENCING 2008-10-01 320, 146 SL 5 16,007 VIDEO CONF EQUIPME 2008-11-01 10,094 SL 5 336 7 FOLDING CHAIRS 2008-06-17 1,094 SLA 10 55 22 TABLES FOR KAP 2008-07-25 5,231 SL 10 218 59 AUDITORIUM CHAI 2008-10-10 10,636 SL 5 532 AUDITORIUM TABLES 2008-10-20 16,021 SL 15 178 32 CLASSROOM CHAIR 2008-11-02 3,068 SL 15 34 SEMINAR TABLES 2008-11-21 3,270 SL 15 18 PERMIT FEES SPACE 2008-05-09 12,510 SL 5 1,668 RENOVATION OFFICE 2008-12-13 988, 142 SL 5 16,469 UNIMPROVED LAND 1988-05-13 3,377,694 L 290 214 Adjusted Net Income Cost of Goods Sold Not Included lefile GRAPHIC print Note: To capture - DO NOT PROCESS the full content TY 2008 Expenditure I As Filed of this document, Responsibility Name: Data - I please select DLN:93491320006139 landscape mode (11" x 8.5") when printing. Statement CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Grantee's Name JACK MILLER CENTER Grantee's Address 485 HALF DAY ROAD SUITE 200 BUFFALO GROVE, IL 60089 Grant Date 2008-12-22 Grant Amount 212,000 Grant Purpose SUPPORT FOR TWO SUMMER INSTITUTE PROGRAMS RUN BY THE JACK MILLER CENTER Amount Expended By Grantee Any Diversion By Grantee? 0 NO Dates of Reports By Grantee 5/ 5/09 INTERIM REPORT 2008 Date of Verification Results of Verification THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE lefile GRAPHIC print - DO NOT PROCESS I As Filed DLN:934913200061391 Data - TY 2008 General Explanation Attachment Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Identifier SUMMARY OF DIRECT CHARITABLE ACTIVITIES Return Reference Explanation KOCH ASSOCIATES PROGRAM During 2008 the Charles G Koch Charitable Foundation sponsored 1 47 1nd1v1dualswho part1c1pated 1nthe Koch Associate Program 32 Washington, DC area charitable organ1zat1ons and 7 charitable organ1zat1ons outside of Washington, DC were partners 1nthe program The Koch Associate Program was established to 1dent1fyup-and-coming leaders and entrepreneurs interested 1nliberty and help them develop the know ledge, sk1l ls, and experience necessary for careers 1nthe nonprofit sector, 1nclud1ng FORM 990careers w 1thmarket-oriented think tanks, policy 1nst1tutes,and other educational 1nst1tut1onsFor more PF, PART IX- 1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at www cgkfoundat1on org KOCH INTERNSHIPPROGRAM During 2008 the Charles G Koch Charitable Foundation sponsored 47 1nd1v1dualswho A part1c1pated 1nthe Koch Internship Program The Charles G Koch Charitable Foundation Internship Program was established to develop the next generation of I 1berty-minded leaders, educators, and entrepreneurs Over the course of the program, Inter ns engage 1nresearch and educational act1v1t1esw h1lelearning and applying Market-Based Management For more 1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at www cgkfoundat1on org lefile GRAPHIC print - DO NOT PROCESS TY 2008 Investments I As Filed DLN:934913200061391 Data - - Land Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Category/ UNIMPROVED LAND Item Cost/Other Basis 3,377,694 Accumulated Depreciation Book Value 3,377,694 End of Year Fair Market Value lefile GRAPHIC print - DO NOT PROCESS TY 2008 Investments I As Filed DLN:934913200061391 Data - - Other Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value ZAZOVE ASSOC CONVERTIBLE BONDS FMV 6,115,765 4,834,538 MESIROW ABSOLUTE RETURN FUND FMV 10,193,867 10,082,491 EXCELSIOR ABSOLUTE FUND FMV 3,679,130 3,665,372 TCW SR SEC FLOAT RATE LOAN FD FMV 5,000,000 4,171,045 THIRTEEN PARTNERS, LTD SHARES FMV 5,000,000 4,919,535 HIGHLAND COMMINGLED LOAN FUND FMV 10,000,000 6,683,193 MELLON CF GLOBAL ALPHA I FMV 34,143,095 20,920,407 EATON VANCE LOAN OP FUND FMV 20,517,302 9,612,285 ABSOLUTE RETURN CREDIT PORTFOL FMV 20,396,824 20,417,577 lefile GRAPHIC print - DO NOT PROCESS I As Filed DLN:934913200061391 Data - TY 2008 Land, Etc. Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Category / Item Cost/ Other Basis Accumulated Depreciation Book Value OFFICE EQUIPMENT 1,307 665 642 OFFICE FURNITURE 3,878 647 3,231 OFFICE FURNITURE 525 58 467 BASE SORTER 523 157 366 1,452 411 1,041 1,069 267 802 OFFICE DESK 503 118 385 LATERAL FILE 620 124 496 FIBER CABLE 7,308 6,182 1,126 VOICE DATA CABLES 921 753 168 MINIBLINDS 556 450 106 CYLINDER DOOR LOCK 580 441 139 CARPET 5,500 4,501 999 ARCHITECH. SERVICE 7,279 5,957 1,322 CONSTRUCTION 41,022 33,570 7,452 DOOR & FRAME 2,948 2,080 868 VOICE DATA CABLES 3,888 3,211 677 TABLES 6,857 686 6,171 97,218 4,051 93,167 TRAINING PROGRAM PANABOARD ADVENTURE PROGRAM VIDEO EQUIPMENT FOLDING TABLE DESK & CHAIRS 751 50 701 2 REFRIGERATORS 1,825 122 1,703 6 STORAGE CABINETS 2,092 105 1,987 7 BOOKSHELVES 1,171 59 1,112 3 BENCHES FOR LOBB3 2,942 147 2,795 2 ORANGE CHAIRS 1,772 89 1,683 SIGN FOR LOBBY 1,316 44 1,272 878 29 849 DISHWASHER 2 WOODEN CHAIRS End of Year Fair Market Value Category / Item 2 TABELS Cost/ Other Basis Accumulated Depreciation Book Value 742 25 717 104,350 1,739 102,611 SIGN FOR FRONT LOB 1,316 44 1,272 WORKSTATION NAME T 2,108 70 2,038 3 LATERAL FILING C 1,627 27 1,600 3 TABLES 859 129 730 CAMERA FOR KAP 805 121 684 VIDEO CONFERENCING 17,456 2,327 15,129 WIRELESS SURVEY EQ 6,977 814 6,163 PORTABLE AUDIO SYS 4,446 445 4,001 320,146 16,007 304,139 10,094 336 9,758 7 FOLDING CHAIRS 1,094 55 1,039 22 TABLES FOR KAP 5,231 218 5,013 59 AUDITORIUM CHAI 10,636 532 10,104 AUDITORIUM TABLES 16,021 178 15,843 32 CLASSROOM CHAIR 3,068 34 3,034 SEMINAR TABLES 3,270 18 3,252 12,510 1,668 10,842 988,142 16,469 971,673 WORKSTATIONS & CHA VIDEO CONFERENCINGH VIDEO CONF EQUIPME PERMIT FEES SPACE RENOVATION OFFICE End of Year Fair Market Value lefile GRAPHIC print - DO NOT PROCESS I As Filed DLN:934913200061391 Data - TY 2008 Other Expenses Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Revenue and Expenses per Books Description Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes IN SU RANCE 33,694 33,694 POSTAGE 25,156 25 ,269 & DELIVERY BANK FEES 3,7 58 3,7 58 SUPPLIES 56,566 56,566 TELEPHONE 32,066 19 ,089 6,760 6,760 53,607 53,607 179,311 1,811 MEMBERSHIP &DUES AWARDS/INCENTIVES WRITEDOWN OF ASSET VALUE lefile GRAPHIC print - DO NOT PROCESS TY 2008 Other Income I As Filed DLN:934913200061391 Data - Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Description PASSIVE PARTNERSHIP INCOME Revenue And Expenses Per Books 34,109 Net Investment Income 34,109 Adjusted Net Income lefile GRAPHIC print - DO NOT PROCESS I As Filed DLN:934913200061391 Data - TY 2008 Other Professional Fees Schedule Name: EIN: Category PROFESSIONAL FEES LAND MANAGEMENT MAINTENANCE WEBSITE OTHER A DMIN FEES FEES PROFESSIONAL RECRUITING FEES- FEES TEMP HELP CORPORATE FEES FILING ADVERTISING FEES ON-LINE SERVICE KAP PARTICIPATION EQUIPMENT/MA Net Investment Income 192,053 230,663 FEES FEES INT EN AN CE Adjusted Net Income Disbursements for Charitable Purposes 191,228 230,663 1,423 1,423 24,544 27,334 115,977 115,977 34,859 34,859 89,372 91,713 &AGENT FEES SPEAKER 48-0918408 Amount CONSULTING INVESTMENT FEES CHARLES G KOCH CHARITABLE FOUNDATION 40 40 65 ,323 65 ,323 62,7 50 62,7 50 31,697 31,697 548,423 13,089 478,157 13,089 lefile GRAPHIC print - DO NOT PROCESS I As Filed DLN:934913200061391 Data - TY 2008 Taxes Schedule Name: EIN: Category FEDERAL EXCISE REAL ESTATE TAX TAXES CHARLES G KOCH CHARITABLE FOUNDATION 48-0918408 Net Investment Income Amount Adjusted Net Income 112,525 95 95 Disbursements Charitable Purposes for