lefile

I As

GRAPHIC print - DO NOT PROCESS

Filed Data -

I

DLN:934913190235101
OMB

Return of Private Foundation

Form990-PF

or Section

',!;!

4947(a)(1)
Nonexempt
Charitable
Treated as a Private Foundation

Trust

1545-0052

2009

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements

Department
of the Treasury

No

InternalRevenueService

For calendar
G

Check

all that

r

type

Section

2009,

apply

or tax year

r

r

Amended

P"Section

oforgan1zat1on
nonexempt

r

of Revenue

and Expenses

total of amounts m columns (b), (c), and (d) may not
necessanly equal the amounts m column (a) (see page 11 of
the mstmctwns) )

Gross

and temporary

and interest

cash

income

from sale

of assets

gain net income

Net short-term
Income

(from

capital

Part IV,

Cash

C If exemption application 1spending, check here

~

D 1. Foreign organ1zat1ons, check here

~

2. Foreign organ1zat1ons meeting the 85% test,
check here and attach computation

foundation

P"Accrual

E If private foundation status was temnmated
under section 507(b)(l)(A),
check here
F

~

If the foundation 1sin a 60-month termination
under section 507(b)(l)(B),
check here

(b) Net investment
income

~

~

''
'
'
'

( d) D1sbursements
for charitable
purposes
( cash basis only)

(c) Adjusted net
income

45,037,082

464,874

464,874

1,500,441

1,500,441

540

540

4,021,380

gain

mod 1f1cat1ons

I

Gross sales less returns and allowances

b

Less

Cost

c

Gross

profit

of goods

Other

income

12

Total.

Add lines

13

Compensation

14

Other

15

Pension

16a

Legal

Accounting

c

Other

schedule)

schedule)

1 through

51,024,317

11

of officers,

directors,

salaries

and wages

plans,

b

(attach

(attach

employee

fees

·I

sold

or (loss)

11

employee

(attach

trustees,

3,911, 126

(attach

professional

fees

',!;!
',!;!
',!;!

schedule).
(attach

schedule)

19

Deprec1at1on

-:::::: 20

Occupancy

-:::::: 21

Travel,

(attach

conferences,

22

Printing

23

Other

24

Total operating

schedule)

and depletion

',!;!
',!;!

and meetings.

and publ1cat1ons
expenses

(attach

',!;!

schedule)

and administrative

A d d I Ines 1 3 through
gifts,

25
26

Total expenses and disbursements.

27

Subtract

line 26 from

Excess of revenue

b

Net investment

c

Adjusted

0

6,044

185,345

17,180

0

143,500

592,357

84,873

490,956

85,601

87

26,663

323,956
901,696

910,488

489,303

486,841

77,959

78,413

207,479

179,576

102, 140

0

7,076,276

15,551,465

paid.
Add Imes 24 and 25

23,171,257

and disbursements

27,853,060

12,157,638
102, 140

0

19,233,914

line 12

over expenses

income (1f negative,

net income (1f negative,

For Privacy Act and Paperwork

0

7,619, 792

Contributions,

a

842,669

6,618

expenses.

23
grants

3,911, 126

838,352

benefits

schedule).

fees

5,987,235

0

etc

t.-:

t

(316) 828-5552

4,021,380

Interest

0

B Telephone number (see page 10 of the instructions)

line 2)

Taxes (attach schedule) (see page 14 of the instructions)

:.....

number

69,174,811

Gross sales price for all assets on line 6a

18

-..,
.!::'
,:::;

A Employer identification

(a) Revenue and
expenses per
books

not on line 10

17

,:::;

return

or (loss)

Net gain or (loss)

9

!::

Final

change

be on cash basis.)

rents

Net rental

8

...:r

Name

r

charity

-

investments

:.....

E

r

from securities.

p
,:::;

i::

public

the foundation 1snot required to attach Sch B

on savings

Capital

>

private

(The

Sa

)(

foundation

taxable

Other (specify)
(Part I, column (d) must

4

Li.J
$

private

method

D1v1dends

10a

t

J Accounting

at end

Interest

~

!::

Other

3

b

r

change

exempt

r

trust

Check .... 11f

7

of a former

12-31-2009

48-0918408

2

$

,fl

Address

Contributions, gifts, grants, etc, received (attach schedule)

b

$

In1t1al return

1

6a

,fl

Analysis

501(c)(3)

charitable

value of all assets
of year (from Part II, col. (c),
line 16) .... $ 206,497,763

Ci::

r

return

r

, and ending

City or town, state, and ZIP code
WICHITA, KS 672012256

I Fair market

;
:r;

In1t1al return

01-01-2009

Number and street (or PO box number 1f mail 1snot delivered to street address) Room/
suite
PO BOX 2256

4947(a)(1)

l:F.Till

beginning

Name of foundation
CHARLESG KOCH CHARITABLEFOUNDATION

Use the IRS
label.
Otherwise,
print
or type.
See Specific
Instruct ions.

H Check

year

Reduction

enter
enter

5,885,095

-0-)

-0-)

Act Notice, see page 30 of the instructions.

Cat

No

11289X

Form

990-PF

(2009)

 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

(2009)

investments

3,036

1,840

1,840

51,282,072

100,254,578

100,254,578

122, 746

121, 788

121, 788

68,023

90,349

90,349

121, 788

....

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 page 15 of 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,

Grants
Deferred

20

Loans from officers,

•

basis

3,377,694

....
....

schedule)

3,377,694

~

3,377,694

6,530,000

115,045,983

~

97,034,968

98,175,186

1,601,320

~

1,324,022

1,324,022

202,205,239

206,497, 763

1,684,255

....

(attach

.... 360,233

schedule)

....

)
by all filers-see

the
171,500,874

see page 1, item I)

payable

18

basis

deprec1at1on

(describe

19

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

and accrued

648,331

120,059

757,901

4, 137,478

1,406,232

4,257,537

170,094,642

197,947, 702

170,094,642

197,947, 702

171,500,874

202,205,239

expenses

payable
revenue

,:::; 21

Mortgages

.::i

22

Other

23

Total liabilities

directors,

and other

notes

l1ab1l1t1es (describe

Foundations

(add lines

that

and complete

follow

trustees,
payable

and other

(attach

d1squal1f1ed persons

schedule)

....

)

17 through

22)

SFAS 117, check here

lines 24 through

....

P'

26 and lines 30 and 31.

,fl

4' 24
u

Unrestricted

,:::; 25

Temporarily

,:::;

Permanently

restricted

Foundations

that

::::!
u..

and complete

lines 27 through

27

Capital

trust

28

Pa1d-1n or capital

~

-

ca 26
!:::
:.....

0
,fl

4)
,fl
,fl

ci

•
restricted

stock,

do not follow

principal,

surplus,

or current

or land, bldg,

29

Retained

30

Total net assets or fund balances

4)

earnings,

SFAS 117, check here

....

31.

accumulated

income,

funds
and equipment
endowment,

'

fund
or other

funds

(see page 17 of the

1nstruct1ons).

z

31

Total liabilities

and net assets/fund

balances

(see page 17 of

the Ins truct1ons)

•ffl•OI
1

Analysis
Total

of Changes

net assets

with end-of-year

2

Enter

amount
increases

3

Other

4

Add lines

5

Decreases

6

Total

in Net Assets or Fund Balances

or fund balances
figure

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

net assets

170,094,642
27,853,060

3

1n line 2 (1tem1ze) ....

4

1, 2, and 3
not included

1

2

5

1n line 2 (1tem1ze) ....

or fund balances

at end of year (line 4 minus

197,947,702

line 5)-Part

II,

column

(b), line 30.

6

197,947,702
Form

990-PF

(2009)

 Form 990-PF

(2009)

.:r.........

Page

Capital

Gains and Losses for Tax on Investment

(b) How acquired

(a) List and describe
brick

2-story

See Add1t1onal

la

3

Income

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

gain 1n column

showing

(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

or (net capital
gain or (loss)

as defined

If gain, also enter 1n Part I, line 8, column
If (loss), enter -0- 1n Part I, line 8

..

•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

}

13 and 17 of the 1nstruct1ons)

to the section

4,021,380

2

and (6)

for Reduced Tax on Net Investment
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 page 18 of 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)

(c) (see pages

subJect

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)

before

making

P-

Yes

No

any entries
(d)
D1stnbut1onratio
(col ( b) d 1v1dedby col (c))

(c)
Net value of nonchantable-use assets

2008

15 ,4 76 ,965

170,704,588

0 090665

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

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

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 2009

from Part X, line 5.

line 4 by line 3.

1% of net investment

income

(1%

of Part I, line 27b).

from Part XII,

line 4.

Ifl1ne 8 1s equal to or greater than line 7, check
the Part VI 1nstruct1ons
on page 18

the box 1n Part VI,

0 46262

3

0 092524

4

155,141,798

5

14,354,340

6

5 and 6.

qual1fy1ng d1stribut1ons

2

line lb,

and complete

that

58,8 51

7

14 ,413 ,191

8

19 ,610 ,813

part using

a 1% tax rate
Form

See

990-PF

(2009)

 Form 990-PF

(2009)

Page

•:r.,..,.,,. Excise
la

Tax Based on Investment

Income

(Section

Exempt operating foundations described in section 4940(d)(2),
Date of ruling
instructions)

or determ1nat1on

4940(a),

check here ,...

letter

(attach

4940(b),

I

4940(e),

or 4948

.

and enter "N/A" on line 1

copy of letter

if necessary-see

b

Domestic

c

All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)

here,...

foundations
p-and

that

enter

meet the section

Tax under section 511 (domestic section 4947(a)(l)

3

Add lines

4

Subtitle A (income) tax (domestic section 4947(a)(l)

5

Tax based on investment

6

Credits/Payments

Exempt

c

Tax paid with appl1cat1on

estimated

tax payments

foreign

and 2008

organ1zat1ons-tax

w1thhold1ng

Total

credits

s

Enter

any penalty

9

Tax due. If the total

line 4 from line 3 If zero or less,

for extension

erroneously

and payments

credited

of estimated

tax

Check

If line 7 1s more than the total

or intervene

Did 1t spend

of lines

or d1stnbuted

D 1d the foundation

d

Enter the amount

attempt

during

by the foundation

on foundation

,... $ ---------

managers

Has the foundation

5

Did the foundation

Was there

engaged

1n any act1v1t1es that

descnpt1on

or other

have unrelated

1tf1led a tax return

•

By state

Refunded,...

11

state,

or local

leg1slat1on

for pol1t1cal purposes

leg1slat1on

not previously

business

required

gross

d1ssolut1on,

during

imposed

managers

during

9

been reported

to the IRS?

instrument,

income

of $1,000

or more during

instrument,

the foundation

or substantial

the governing

1n the governing

10

reports

the year?.

contraction

during

No

3

No

4a

No

as required

as a private

year 2009

No

5

the year?

4 941

through

4 94 5) s at1s f1ed e 1the r

instrument

so that

no mandatory

d1rect1ons

instrument?

or with which

line 7, has the foundation
of each state

page 2 7 )? If "Yes," complete

2

T.

1t 1s registered

1s "Yes"to

cla1m1ng status

No

4b

If the answer

for calendar

le

articles

copy of the changes

year?.

,..._D_C~,_K_S~,_V_A
________________________________________

Is the foundation

No

or

amends

law remain

to the IRS, 1n its governing

If "Yes," attach a conformed

1nstruct1ons)

or 4942(J)(5)

lb

_

Enter the states

(or designate)

No

tax imposed

Sa

to which

la

the year

,... $ _______

the year for pol1t1cal expenditure

reported

by General Ins truct1on

that effectively

with the state

that conflict

4955)

have not previously

on Form990-Tforth1s

1n the governing

No

(see page 19 of

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

Yes

or did

7

b

2,149

10

of the act1v1t1es and copies of any materials

(section

A re the req u1re me nts of s ect1on 5 0 8 (e) (re lat1ng to s ect1ons
By language

I

,...

with the act1v1t1es.

s1m1lar instruments?

a l1qu1dat1on, term1nat1on,

•

overpaid.

of the act1v1t1es.

made any changes,
or bylaws,

If "Yes," attach the statement
6

8
9

the amount

or 1nd1rectly)

(2) 0 n foundation

(1f any) paid by the foundation

If"Yes,"has

1s attached

.

year?.

Enter the reimbursement

of 1ncorporat1on,

b

owed

2, 149

descnpt1on

in connection

for this

,... $

If "Yes," attach a detailed

4a

1f Form 2220

any national,

directly

(1f any) of tax on pol1t1cal expenditures

Has the foundation

3

5 and 8, enter

to influence

the year (either

f1le Form 1120-POL

(1) 0 n the foundation

2

1

amount

for def1n1t1on)?

c

e

61,000

Activities

If the answer is "Yes" to la or lb, attach a detailed
published

7

61,000

1n any pol1t1cal campaign?

more than $100

the 1nstruct1ons

58,8 51

6c

here

11

1t part1c1pate

5

6d

Enter the amount of line 10 to be Credited to 2010 estimated tax ,...

b

4

-0-.

6d.

5 and 8 1s more than line 7, enter

the tax year, did the foundation

58,8 51

6b

to file (Form 8868)

6a through

Regarding

enter

6a

withheld.

for underpayment

Statements

to 2009

at source

oft1me

Add lines

of lines

overpayment

withheld

Overpayment.

During

2

trusts and taxable foundations only Others enter -0-)

10

Part VII-A

58,8 51

.

trusts and taxable foundations only Others enter -0-)

income. Subtract

2009

la

1

3

b

Backup

1n Part V, check

1 and 2.

a

d

requirements

1% of Part I, line 27b

2

7

4940(e)

furnished
by General

operating

or the taxable

Yes

7

Yes

Sb

Yes

(see page 19 of the

a copy of Form 990-PF

foundation

6

_

Instruction

to the Attorney

G? If "No," attach explanation.

w1th1n the meaning

year beg1nn1ng 1n 2009

4

see page 18 of the instructions)

of section

(see 1nstruct1ons

4942(J)(3)

for Part XIV

on

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
(2009)

 Part VII-A
11

Statements

Atanyt1m

e during
of section

meaning

12
13

14

15

D 1d the fo undat1on
address

The books

Activities

If"Yes,"

acquire

a direct

comply

with the public

or 1nd1rectly,

schedule

or 1nd1rect interest

own a controlled

entity

w1th1n the

(see page 20 of the 1nstruct1ons).

1n any applicable

1nspect1on

t,,WWWCGKFOUNDATION

requirements

insurance

contract

for its annual

returns

before

and exemption

are 1n care of t,,_V_O_N_D_A_H_O_L_L_I_M_A_N
____________________

Section

494 7(a)(1)

nonexempt

the amount

Part VII-B

Statements

File Form 4720

( 1) Engage

money

from,

Regarding

received

or accrued

Activities

(e 1the r d 1rectly

1n lieu of Form 1041-Check

during

for Which Form 4720

to, or otherwise

for the benefit

(6) Agree

1fthe foundation

agreed

credit

to (or accept

them from)

If any answer
section

1s "Yes"

c

Did the foundation

on a current

engage

Taxes

on failure

operating

a

If "Yes,"

b

(relating

3a

b

listed,

at any time

by the Comm1ss1oner
of the 10-,

if the foundation
4a

b

4942(J)(3)

20 __

1n 2a forwh1ch
of assets)

4942(a)(2)
20 __

,

(does

Yes

F

No

I
F
F

Yes

No

Yes

F
I
I

I

Yes

F

No

I

Yes

F

No

Yes

No
No

available

"No"

).

under the exceptions

assistance

assistance
described

described

1n Regulations

(see page 20 of the 1nstruct1ons)?.
check

1n la,

not apply

,

lb

No

le

No

here.

other

for years

than excepted

acts,

the foundation

was a private

or 4942(J)(5))
have any undistributed

income

(lines

6d

I

2009?.

20 __

,

to the year's

F

Yes

No

20 __

1s not applying

the foundation

"No" and attach

during

did 1t have excess

or d1squal1f1ed persons

the lapse

,

I

undistributed

statement-see

the prov1s1ons

income?

of section

(If applying

4942(a)(2)

section

4942(a)(2)

page 20 of the 1nstruct1ons).

are being applied

to any of the years

listed

2b

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

D 1d the foundation

If "Yes,"

disaster

disaster

4942)

beg1nn1ng before

20 __

of section
,

(section

No

the off1c1al for a period

fall to qualify

regarding

regarding

did the foundation

valuation
answer

20 __

20

enterprise

listed

to incorrect

If the prov1s1ons

t,,

t,,

------------

day of the tax year beg1nn1ng 1n 2009?.

1n section

for tax year(s)

any years

to all years

c

defined

list the years

Are there

the first
income

At the end of tax year 2009,
and 6e, Part XIII)

notice

notice

Check

w1th1n 90 days

1n a prior year 1n any of the acts

before

to distribute

foundation

1f term1nat1ng

did any of the acts

or 1n a current

relying

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

to make a grant

828-5552

1t from)

a d 1squa I 1f1ed person?

off1c1al? (Exception.

to a government

of government

no t,,(316)
t,,67220

Yes

with a d 1squa I 1f1ed person?

extend

to a d1squal1f1ed person

or property

Yes

May Be Required

or use of a d1squal1f1ed person)?.

to pay money

after term1nat1on

b

or assets

13

or ind I rectly)

s e rv 1ces, or fac 1l1t1es to (or accept

any income

No

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

No

12

15

a d1squal1f1ed person?.

(3) Furn1s h goods,

11

here.

the year.

column, unless an exception

or leas Ing of property

lend money

appl1cat1on?

Telephone

f1l1ng Form 990-PF

if any item is checked in the "Yes"

In the sale or exchange,

(2) Borrow

trusts

interest

the year d 1d the foundation

17, 2008?

ZIP+4

charitable

of tax-exempt

August

ORG

at t,,4111 E 37TH ST N WICHITA KS

During

(continued)

directly

attach

Located

and enter

la

512(b)(13)?

Did the fo undat1on

Website

Regarding

the year, did the foundation,

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 2009

(2) the lapse of the 5-year

May 26, 1969,

under section
15-,

I

the year?.
business

of holdings

No

(or longer

period

approved

by gift or bequest,

or (3)

hold 1ng pe nod? (Use Schedule C, Form 4720, to determine

in 2009.).

the year any amount

3b
1n a manner

1n a prior year (but after

had not been removed

period
acquired

F

Yes

by the foundation

from Jeopardy

that would Jeopardize

its charitable

December

that could Jeopardize

before

the first

31, 1969)

purposes?

4a

No

4b

No

its

day of the tax year beg1nn1ng 1n 2009?
Form

990-PF

(2009)

 Part VII-B
Sa

During

Statements

(1) Carry

on propaganda,

(2) Influence

If any answer
Regulations

section

O rgan1zat1ons

tax because

53 4945

relying

If the answer

5a(1)-(5),

notice

during

on a personal

Did the foundation,

or other

required

of cruelty

notice

during

etc,

4955),

organ1zat1on

does the foundation

section

Yes

under the exceptions

disaster

assistance
check

No

p- No
1n

(see page 22 of the 1nstruct1ons)?

here.

Sb

No

6b

No

.Jrr-'

from the

P- Yes I

No

53.4945-S(d).

d 1rectly or ind I rectly,

to pay

I
directly

'

Yes

described

contract?.

the year, pay premiums,

p- No
p- No

Yes

·I

for the grant?.

respons1b1l1ty

I
I

p- No

or

assistance

exemption

Yes

P- Yes

or animals?.

fall to qualify

claim

I

described

sc1ent1f1c, literary,
to children

regarding

by Regulations

(continued

or to carry

(see page 22 of the 1nstruct1ons).

disaster

the year, rec e 1ve any funds,
benefit

4945(e))?

s1m1lar purposes?

4940(d)(2)?

regarding

5a(4),

1t ma1nta1ned expenditure

If "Yes," attach the statement

premiums

or 1n a current

1s "Yes" to question

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,

May Be Required

to

other than a charitable,

(2), or (3), or section

for any purpose

election

reg1strat1on

a grant to an organ1zat1on

educational

b

any voter

a grant to an 1nd1v1dual for travel,

509(a)(1),

for Which Form 4720

to influence

of any spec1f1c public

or 1nd1rectly,

(4) Provide

(5) Provide

6a

attempt

(3) Provide

1n section

c

Activities

pay or incur any amount

or otherwise

the outcome

on, directly

b

Regarding

the year did the foundation

or 1nd1rectly,

on a personal

benefit

Yes

f7 No

contract?.

If "Yes" to 6b, file Form 8870.
At any time during

7a

the tax year, was the foundation

If yes, did the foundation

b

any proceeds

Information
About Officers,
and Contractors

l:ffil9111
1

receive

List all officers,

directors,

trustees,

foundation

2

employees

(a) Name and address of each employee
paid more than $50,000
BROWN

1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
LOGAN

MOORE

1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
RYAN STOWERS
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
CHRIS

CARDIFF

1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
ARIANNE

MASSEY

1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
Total number

Trustees,

attributable

transaction?
to the transaction?

Foundation

managers and their compensation
(c) Compensation
(If not paid, enter
-0-)

Managers,

I

Yes

f7 No

•

7b

Highly Paid Employees,

(see page 22 of the instructions).
(d) Contributions
to
employee benefit plans
and deferred compensation

(e) Expense account,
other allowances

Data Table

Compensation of five highest-paid
If none, enter "NONE."

MATT

Directors,

(b) Title, and average
hours per week
devoted to pos1t1on

(a) Name and address
See Add1t1onal

a party to a proh1b1ted tax shelter

or have any net income

of other employees

(other

than those included on line 1-see

(b) Title, and average
hours per week
devoted to pos1t1on
PGM OFFICER
ACADEMIC
40 0

PGM OFFICER40 0

PGM DIRECTOR
TALENT
40 0
paid over $50,000.

to
(d) Contributions
employee benefit
plans and deferred
compensation

(e) Expense account,
other allowances

170,000

4,458

1,320

165,000

4,458

1,320

HIGHR

140,000

12 ,810

1,320

MBM

130,000

12 ,810

1,320

118,750

4,485

1,580

DIR O F O PE RATIO
40 0

PGM OFFICER
ED
40 0

(c) Compensation

page 23 of the instructions).

NS

,,..

15
Form

990-PF

(2009)

 Form 990-PF

(2009)

I Vi il'I ! I W
3

Page

Information
About Officers,
and Contractors
(continued)

Five highest-paid

independent

(a) Name and address

Total number

of others

iihilf!#.;I

contractors

of each person

for professional

Trustees,

Foundation

for professional

of Direct Charitable

Managers,

services (see page 23 of the instructions).

Highly Paid Employees,
If none, enter "NONE".

(b) Type of service

paid more than $50,000

rece1v1ng over $50,000

Summary

Directors,

(c) Compensation

....

services.

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

3,825,240

ATTACHMENT

442,267

3

4

•~1ilia•

.... :•

Summary

of Proqram-Related

Investments

(see paqe 23 of 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 page 24 of the 1nstruct1ons

3

Total. Add lines

1 through

3.

.... I
Form

990-PF

(2009)

7

 Form 990-PF

lilfil!I
1

(2009)

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 page 24 of the 1nstruct1ons).

or other factors

reported

on lines

to line 1 assets.

held for charitable

Minimum

investment

act1v1t1es

Enter

1 1/2%

foundations

1

M1n1mum investment

2a

Tax on investment

ofl1ne

3 (for greater

amount,

see page 25

c

Add lines 2a and 2b.

5

here and on Part V, line 4

5% of line 5.

tax for 2009

from Part X, line 6.
for 2009

I

line 5.

I

2a
2b

I
I

Deduction

treated

Subtract

line 2c from line 1.

1

4

as qual1fy1ng d1stribut1ons.

5

from distributable

amount

as adJusted

amount

(see page 25 of the 1nstruct1ons).

Subtract

line 6 from line 5 Enter

b

Qualifying

Distributions

6

here and on Part XIII,

contributions,

Program-related

gifts,

investments-total

paid to acquire

expenses)

etc -total

assets

to accomplish

from Part I, column

charitable,

etc,

purposes

(d), line 26.

from Part IX-B.

set aside for spec1f1c charitable

A mounts

(prior

Su1tab1l1ty test

b

Cash d1stribut1on

4

Qualifying

5

Foundations

6

Adjusted

0

lb

used (or held for use) directly

1n carrying

out charitable,

etc,
376,899

2

a

income

19,233,914

la

purposes.
3

7 ,698,239

(see page 25 of the instructions)

paid (1nclud1ng adm1n1strat1ve

Expenses,

A mounts

2

7 ,698,239

7

A mounts
a

7 ,698,239

3

line 1.

iilfil!iO

58,8 51

2c

before adJustments

of amounts

Distributable

7 ,7 57 ,090

58,8 51

3 and 4.

6

7 ,7 57 ,090

1

from Part VI,

(T h Is does not I n c I u de the tax from P a rt V I ) •

amount

7

155,141,798

6

r

income

Income

line 4 from line 3 Enter

2,362,565

Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating
and certain fore1qn orqarnzat1ons check here..,.
and do not complete this part.)
return

b

Subtract

assets.

Enter

return.

1:1.fiS:a Distributable

Recoveries

157,504,363

4

Net value of noncharitable-use

Add lines

0

2
3

6

5

6,530,000
157,504,363

I le I

applicable

5

4

53,210,790

la and

line 2 from line ld.

Distributable

lb

ld

of the 1nstruct1ons).

3

97,763,573

le

b, and c).

indebtedness

la

IRS approval

test

(attach

distributions.

Enter

that qualify

proJects

the required

Add lines

that satisfy

the

required).
schedule).

la through

under section

4940(e)

3b

Enter

for the reduced

distributions.

Subtract

line 4

4

19 ,610 ,813

rate of tax on net investment

5

11ne 5 from 11ne 4.

Note: The amount on line 6 will be used 1n Part V, column
the section 4940(e)
reduction
of tax 1n those years

0

3b

here and on Part V, line 8, and Part XIII,

1% of Part I, line 27b (see page 26 of the 1nstruct1ons).

qualifying

0

3a

(b), 1n subsequent

58,8 51
19,551,962

6

years

when calculating

whether

the foundation
Form

qual1f1es for

990-PF

(2009)

 Undistributed

Part XIII

Income

(see paqe 26 of the instructions)
(a)
Corpus

1

Distributable

2

Undistributed

income,

1fany,

a

Enter

amount

for 2008

only.

b

Total

for prior years

3

Excess

amount

20

(d)
2009
7,698,239
0

__, __,
20

20

--

1f any, to 2009
1,297,997

a

From 2004.

b

From 2005.

2,267,221

c

From 2006.

4,479, 130

d

From 2007.

3, 779,603

e

From 2008.

7,054,261

f

Total of lines

4

(c)
2008

as of the end of2008

carryover,

3a through

(b)
prior to 2008

from Part XI, line 7

for 2009

d1stribut1ons

Years

18,878,212

e.

Qua I 1fy 1ng d 1stri but1ons for 2 0 0 9 from Pa rt

XII, line 4

..... $

19,610,813

a A ppl1ed to 2008,

but not more than

b A ppl1ed to undistributed
(Election
required-see

0

line 2a

income of prior years
page 26 of the 1nstruct1ons)

c Treated as d1stribut1ons
out of corpus (Election
required-see
page 26 of the 1nstruct1ons).
d A ppl1ed to 2009

distributable
distributed

e Rema1n1ng amount

5

Excess

d1stribut1ons

7,698,239

amount.
11,912,574

out of corpus

carryover

applied

to 2009

(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

30,790,786

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
page 27 of the 1nstruct1ons.
income for 2008
Subtract
line
e U nd1stributed
4a from line 2a Taxable amount-see
page 27
of the 1nstruct1ons
•
f

income for 2009
U nd1stributed
lines 4d and 5 from line 1 This
1n 2010 •
be distributed

0

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 page 27
of the 1nstruct1ons).

8

9
10
a

Excess d1stribut1ons
carryover
from 2004 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
Excess distributions
carryover to 2010.
lines 7 and 8 from line 6a.
Subtract
A nalys1s

1,297,997
29,492, 789

of line 9

E x c es s from 2 0 0 5 •

2,267,221

b

E x c es s from 2 0 0 6 •

4,479, 130

c

E x c es s from 2 0 0 7 •

3, 779,603

d

E x c es s from 2 0 0 8 •

7,054,261

e

E x c es s from 2 0 0 9 •

11,912,574
Form

990-PF

(2009)

 Foundations

Part XIV
la

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.

b

85%

c

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
Subtract
line 2d from line 2c •

3

a e 27 of the instructions

ofl1ne

IS a private

operating

and Part VII-A

uest1on 9

operating
...-~-----------------

foundation

described

Tax year

In section

r

4942(J)(3)

or

r

P ri or 3 ye a rs

(a) 2009

(b) 2008

4942(J)(5)
(e) Total

(c) 2007

(d) 2006

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

•

b

"Endowment"
alternative
testenter 2/3
of m1n1mum investment
return shown 1n
Part X, line 6 for each year listed.

c

"Support"

alternative

test-enter

(1)

Total support other than gross
investment
income (interest,
d1v1dends, rents, payments
loans (section
on securities
512(a)(5)),
or royalties).

(2)

Support from
and 5 or more
organ1zat1ons
section 4942

(3)

Largest amount of support
from an exempt organ1zat1on

(4)

Gross

I :r.Tili
•'.t'•
1

see

If the foundation
has received a ruling or determ1nat1on letter that 1t 1s a private
foundation,
and the ruling 1s effective for 2009, enter the date of the ruling.

general public
exempt
as provided 1n
(J)(3 )(8)(111).

investment

income

Supplementary
Information
(Complete
assets at any time during the year-see

this part only if the organization
page 27 of 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

contributions
received by the foundation
(See section 507 (d)(2))

G KOCH

b List any managers of the foundation who own 10% or more of the stock of a corporation
(or an equally
ownership of a partnership
or other 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

1fthe foundation
only makes contributions
to preselected
charitable
organ1zat1ons and does not accept
Check here ...
unsol1c1ted requests for funds If the foundation
makes gifts, grants, etc (see page 28 of the 1nstruct1ons) to 1nd1v1duals or organ1zat1ons
items 2a, b, c, and d
under other cond1t1ons, complete

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 ATTACHMENT
14
SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING
THEIR REQUEST
THE LETTER SHOULD
CLEARLY AND SUCCINCTLY
STATE
1 PROSPECTIVE
GRANTEE'S
MISSION
AND GOALS, 2 SPECIFIC
PROJECT FOR WHICH
SUPPORT IS BEING SOUGHT,
3 AMOUNT
OF FUNDING
REQUESTED,
4 NAME, TITLE, ADDRESS, TELEPHONE
NUMBER, AND
EMAIL ADDRESS OF THE PRIMARY CONTACT
PERSON, AND, 5 CURRENT ANNUAL
BUDGET OR AUDITED
FINANCIAL
STATEMENTS
IF APPLICABLE,
PLEASE ALSO INCLUDE
A LIST OF OTHER SUPPORT (E G, FUNDING,
IN-KIND
CONTRIBUTIONS)
SECURED FOR THE PROJECT
BECAUSE THE FOUNDATION
GENERALLY
ONLY SUPPORTS
SECTION
501(C)
(3) PUBLIC CHARITIES,
IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION
FROM THE IRS THAT YOUR ORGANIZATION
IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION
501(C)(3)
ORGANIZATION
AND IS CLASSIFIED
AS A PUBLIC
CHARITY
UNDER SECTION
509(A)
OF THE INTERNAL
REVENUE CODE THE FOUNDATION
KINDLY REQUESTS THAT NO

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

990-PF

(2009)

 Form 990-PF

(2009)

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

12,257,639

payment

Data Table

.....3b

4,137,478
Form

990-PF

(2009)

 Part XVI-A
Enter

gross

Analysis

am ounts

1 Program

of Income-Producing

unless

ser vice

otherwise

1nd1cated

Activities
Unrelated

(a)
Business

revenue

business

income

(b)
code

(c)

A mount

(e)
Related or exempt
function income
(See page 28 of
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

464,874

14

1,500,441

18

4,021,380

a Debt-f1na need property.
bNotdebt6

f1na nc ed property.

Net renta I income or (loss) from personal property

7 Other1nves

8

tment

9 Net income
10 Gross

or (loss)

prof1 tor

11 Otherreven

b ___

_

c ___

_

d ___

_

e ___

_

12 Subtotal
13

income.

Gain or ( loss) from sales of assets other than inventory
(loss)

ue

from special
from sales

events
of inventory.

a

A dd columns

5,986,695

(b), (d), and (e).

Total. Add line 12, columns (b), (d), and (e).
(See worksheet
1n line 13 1nstruct1ons on page 28 to verify

Part XVI-B

..

Line No.

Relationshi

of Activities

. 13 _________

to the Aecom

Explain below how each act1v1ty for which income
the accomplishment
of the organ1zat1on's exempt
page 28 of the 1nstruct1ons)

5~,_9_8_6~,6_9_5

calculations

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

(2009)

 Form 990-PF

(2009)

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

No

Yes

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

foundation

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

organ1zat1on.

from a noncharitable
equipment,

or other

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 value
given by the reporting
foundation
If the foundation
received
less than fair market value
of the goods, other assets, or services
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

(b) Type of organization

(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 2010-11-15

******
of officer

or trustee

Date

~
-:l)

::r.:,

v.i

schedules
and statements,
and to
(other than taxpayer
or f1duc1ary) 1s

~

******
Title

Date

:::c
c
ii)

'":..-

>,

-fC
.::.:,i::o
i::f:::.
t ,t,
o.:i
,j)

Pre pa re r's
Signature

Yes

schedule

(a) Name of organization

Signature

.I

5277.

Check

~

Firm's name (or yours ~
1f self-employed),
address, and ZIP code

1fself-

employed

EI N

BKD LLP
1551

N WATERFRONT

WICHITA,

KS

PKWY STE 300

~r

Pre pa re r's
1dent1fy1ng
number (see
Signature on page
3 0 of the instructions)

~

Phone

no

(316)

265-2811

672066601
Form

990-PF

(2009)

 lefile

GRAPHIC print - DO NOT PROCESS

I As

Filed Data -

I

DLN:934913190235101

Schedule B

Schedule of Contributors

OMB No 1545-0047

(Form 990, 990-EZ,
or 990-PF)

,... Attach to Form 990, 990-EZ, or 990-PF.

2009

Departrrent of the Treasury
Internal RevenueSer1,1ce

Name of organization

Employer

CHARLES G KOCH CHARITABLE FOUNDATION

Organization

number

I48-0918408

type (check one)

Filers of:
Form 990 or 990-EZ

Form990-PF

identification

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 Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organ1zat1oncan check boxes for both the General Rule and a Special Rule See 1nstruct1ons
General Rule-

P" For an organ1zat1onfiling 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 990-EZ, that met the 33 113%support test of the regulations
under sections 509( a)( 1) and 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 ( 1)Form 990, Part V Ill, line 1h, or ( 11)Form 990-EZ, line 1 Complete Parts I and II

I

For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exc/us,vely 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 990-EZ, that received from any one contributor,
during the year, contributions for use exc/us,vely 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 exc/us,vely 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. An Organ1zat1onthat 1s not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but 1tmust answer" No" on Part IV, line 2 of its Form 990, or check the box 1nthe heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that 1tdoes not meet the filing requirements of Schedule B ( Form 990,
990-EZ, or 990-PF)
For Paperwork Reduction Pct Notice,
for Form 990, 990-EZ, or 990-PF

see the Instructions

Cat

No 30613X

Schedule

B (Form 990, 990-EZ, or 990-PF) (2009)

 Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

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

$

45,025,885

(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

$

11, 197

Person
Payroll
Noncash

p

r
r

(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) (2009)

 Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

Page _1_

Name of organization

Employer

of _1_

identification

of Part II

number

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

•@iii
(a) No.
from
Part I

Noncas h Property

( see Instructions)

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

-$

(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) (2009)

 Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

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) (2009)

 Additional Data

Software ID:
Software Version:
EIN:
Name:

Form 990PF

Part IV - Capital

FUND

(ST)

ZAZOVE

FUND

(LT)

ALPHA

(b) How acquired
P-Purchase
D-Donat1on

p

I

p
p

PARTNERS

MESIROW-ABSOLUTE
ABSOLUTE

Income

p

EXCELSIOR
THIRTEEN

CHARLES G KOCH CHARITABLE FOUNDATION

p

TCW
GLOBAL

09-8.5
48-0918408

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)

ZAZOVE

09000054

RETURN

RETURN
CR FUND

FUND

p
p

- Columns a - d
(c) Date acquired
(mo, day, yr)

(d) Date sold
(mo, day, yr)

 Form 990PF
(e) Gross

Part IV - Capital
sales

price

Gains and Losses for Tax on Investment
(f)

Deprec1at1on allowed
(or allowable)

Income

- Columns e - h
(h) Gain or (loss)
(e) plus (f) minus (g)

(g) Cost or other basis
plus expense of sale

2,087,364

1,7 31,051

1,17 5,560

1,479,199

-303,639

5,565,325

5,000,000

565,325

24,133,919

34,393,310

3,184,494

3,206,901

-22,407

5,554,746

5,000,000

554,746

10,768,867

10,193,867

12,555,433

356,313

-10,259,391

57 5,000
0

12,555,433

 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

- Columns

i - I

(I) Gains (Col (h) gain minus
col (k), but not less than -0-) or
Losses (from col (h))
356,313
-303,639
565,325
-10,259,391
-22,407
554,746
57 5,000
12,555,433

 Form 990PF Part VIII
compensation
(a) Name

Line 1 - List all officers,

and address

(b) Title,
hours
devoted

CHARLESCHASE KOCH
PO BOX 2256
WICHITA,
KS

DIRECTOR

DIRECTOR

DIRECTOR/
CHAIRMAN

TREASURER

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

672012256

RD SUITE

ASSISTANT
SECRETARY

1 0

22201
SECRETARY
RD SUITE

1 0

22201
VICE

1515

N COURTHOUSE
RD
ARLINGTON,VA
22201
RICHARD H FINK

PRESIDENT

1 0

PRESIDENT/DIRECTOR

N COURTHOUSE

ARLINGTON,VA

0

1 0

KEVIN L GENTRY

1515
200

0

1 0

672012256

N COURTHOUSE

ARLINGTON,VA

(e) Expense account,
other allowances

672012256

BRIAN MENKES

1515
200

(d) Contributions
to
employee
benefit
plans
and deferred
compensation

(c) Compensation

(If not paid, enter
-0-)

1 0

N COURTHOUSE

ARLINGTON,VA

and their

672012256

JOY RAUM

1515
200

managers

1 0

VONDA HOLLIMAN
PO BOX 2256
WICHITA,
KS

foundation

672012256

CHARLESG KOCH
PO BOX 2256
WICHITA,
KS

trustees,

1 0

ELIZABETHB KOCH
PO BOX 2256
WICHITA,
KS

and average
per week
to pos1t1on

DIRECTOR

ELIZABETHROBINSON KOCH
PO BOX 2256
WICHITA,
KS

directors,

22201

RD SUITE

10 0

 Form 990PF

Part XV Line 3 - 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
contributor
or substantial

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

ACTON INSTITUTE161
OTTOWA
AVENUE
SUITE 301
G RA N D RA P IDS, M I 49503

NONE

PUBLIC

GENERAL
SUPPORT

AMERICAN
COUNCIL
OF TRUSTEES
AND ALUMNI1726
M STREET NW
SUITE 802
WASHINGTON,DC
200364525

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

22,912

AMERICAN
LEGISLATIVE
EXCHANGE
COUNCILPO
BOX
96754
WASHINGTON,DC
200906754

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 5 ,8 58

AMERICANS
FOR PROSPERITY
FOUNDATION2111
WILSON
BOULEVARD
SUITE 350
ARLINGTON,VA
222013001

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

67,556

AMERICAN
UNIVERSITY4400
MASSACHUSETTS
AVE NW
WASHINGTON,DC
200168130

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

ARCH FOUNDATION217
HA LL
ATHENS,GA
30602

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

2,600

ASHLAND
UNIVERSITY401
COLLEGE AVENUE
ASH LAND, 0 H 44805

NONE

PUBLIC

EDUCATIONAL

PROGRAM

20 ,000

ASSOCIATION
OF PRIVATE
ENTERPRISE
EDUATION615
MCCALLIE
AVENUE
CHATTANOOGA,TN
37403

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

60 ,000

ATLAS ECONOMIC
RESEARCH
FOUNDATION200
14TH STREET
NORTH
SUITE 550
ARLINGTON,VA
22201

NONE

PUBLIC

GENERAL OPERATING
SUPPORT AND
EDUCATIONAL
PROGRAMS

BALL STATE
UNIVERSITY
MUNCIE,IN

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,300

NONE

PUBLIC

EDUCATIONAL

PROGAMS

4,320

THE BECKET FUND1350
CONNECTICUT
AVE NW
SUITE 605
WASHINGTON,DC
20036

NONE

PUBLIC

EDUCATIONAL

PROGAMS

20,538

BELOIT COLLEGE700
STREET
BELO IT, WI 53511

COLLEGE

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

32,000

BOX 495024
301495024

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

12,100

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

BARTON
WILSON,

CANDLER

UNIVERSITY2000
AVENUE
47306

COLLEGEPO
NC 27893

BERRY COLLEGEPO
MOUNT BERRY,GA

BOX 5000

BETHEL COLLEGE1001
W
MCKINLEY
AVENUE
MISHAWAKA,IN
46545

Total.

OPERATING

......3a

153,750

38,800

12,257,639

 Form 990PF

Part XV Line 3 - 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
contributor
or substantial

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

BILLO FRIGHTS
GLEBE ROAD
SUITE 200
ARLINGTON,VA

INSTITUTE200

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

BOARD OF REGENTS - UNIVERSITY
OF NEBRASKA6001
DODGE STREET
OMAHA,NE
681820048

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

BOYS &GIRLS CLUBS OF SOUTH
CENTRAL KANSAS2400
N
OPPORTUNITY
DRIVE
WICHITA,
KS 67219

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,229

BROWN UNIVERSITYPO
BOX1844
PROVIDENCE,
RI 02912

NONE

PUBLIC

EDUCATIONAL
AND
RESEARCH PROGRAMS

BUCKEYE INSTITUTE
FOR PUBLIC
POLICY SO LU TIO NS88 EAST
BROAD ST
SUITE 1120
COLUMBUS,OH
432153506

NONE

PUBLIC

GENERAL
SUPPORT

CAMPBELL
UNIVERSITYPO
1145
BUI ES CREEK, NC 27506

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

CENTER FOR FREEDOM &
PROSPERITY
FOUNDATION
PO BOX
10882
ALEXANDRIA,VA
223109998

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

54,266

CHAPMAN
UNIVERSITYONE
UNIVERSITY
DRIVE
ORANGE,CA
92866

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

25 ,000

CLAREMONT
MCKENNA COLLEGE
400 N CLAREMONT
BLVD
CLAREMONT,CA
91711

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

22,000

CLEMSON UNIVERSITY165
SIRRINE HALL
BOX 341301
CLEMSON,SC
296341301

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

250,000

303,909

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

32,160

COLLEGIANS
FORA
CONSTRUCTIVE
TOMORROW2215
MATTERHORN
LANE
STPAUL,
MN 55119

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

12,285

COMMONWEALTH
FOUNDATION
PUBLIC POLICY ALTERNATIVES
225 STATE STREET
SUITE 302
HARRISBURG,
PA 17101

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

41,828

COMPETITIVE
ENTERPRISE
INSTITUTE1899
L STREET NW
12TH FLOOR
WASHINGTON,DC
20036

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

24,079

CRITICAL
REVIEW FOUNDATION
INC PO BOX 869
HELOTES, TX 78023

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

16 ,000

22203

COLLEGE OF CHARLESTON
FOUNDATION66
GEORGE
CHARLESTON,SC
29424

Total.

N

BOX

147,154

OPERATING

3,000

7 ,000

STREET

......3a

12,257,639

 Form 990PF

Part XV Line 3 - Grants
Rec1p1ent

Name and address
Paid dunng

a

DARTMOUTH
ROCKFELLER
HANOVER,NH

(home or business)

and Contributions

If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

COLLEGE6106
HALL
03755

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

DUQUESNE
UNIVERSITY600
FORBES AVENUE
PITTSBURGH,
PA 15282

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

FEDERALIST
SOCIETY
FOR LAW&
PUBLIC POLICY STUDIES1015
18TH STREET NW
425
WASHINGTON,DC
20036

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,299

FLORIDA GULF COAST UNIVERSITY
FOUNDATION1050
NI FGCU BLVD
SOUTH
FORT MYERS,FL
33965

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,900

FLORIDA STATE UNIVERSITY211
WESTCOTT
BUILDING
TALLAHASSEE,FL
323061470

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

FOUNDATION
FOR ECONOMIC
EDUCATION30
SOUTH BROADWAY
IRVINGTONONHUDSON,NY
10533

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

FOUNDATION
FOR INDIVIDUAL
RIGHTS IN EDUCATION601
WALN UT STREET
SUITE 510
PHILADELPHIA,PA
19106

NONE

PUBLIC

GENERAL
SUPPORT

FRASER INSTITUTE1700
ST 4TH FLOOR
VANCOUVER,BRITISH

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

17 5,500

FUND FOR AMERICAN
STUDIES
1706 NEW HAMPSHIRE
AVE NW
WASHINGTON,DC
20009

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

GALEN INSTITUTE
ALEXANDRIA,VA

NONE

PUBLIC

EDUCATIONAL

PROJECT

GEORGE MASON UNIVERSITY
FOUNDATION4400
UNIVERSITY
DRIVE
FAIRFAX,VA
22030

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

GEORGIA STATE UNIVERSITY
FOUNDATIONPO
BOX4038
ATLANTA,GA
303024038

NONE

PUBLIC

EDUCATIONAL

GLOUCESTERINSTITUTE6165
FULLER COURT
SUITE 2
ALEXANDRIA,VA
22310

NONE

PUBLIC

GENERAL
SUPPORT

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

37,335

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14 ,000

BURRARD

OPERATING

289,150

15,767

250,000

COLUMBIA

CA

GROVE
DRIVE
GROVE

CITY

COLLEGE100

CITY,PA

HAMPDEN-SYDNEY
BOX 12 8
HAMPDENSYDNEY,VA

Total.

PO BOX 320010
22320

CAMPUS

3,590

4,998,800

PROGRAMS

OPERATING

9,000

15 ,000

16127
CO LLEGEPO
23943

......3a

12,257,639

 Form 990PF

Part XV Line 3 - Grants

If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
contributor
or substantial

Rec1p1ent
Name and address
a

Paid dunng

and Contributions

(home or business)

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

HILLSDALE
COLLEGE33
COLLEGE STREET
HILLSDALE,MI
49242

E

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

28,000

EAST

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

STUDIES

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

JAMES MADISON
INSTITUTE2017
DELTA BOULEVARD
SUITE 102
TALLAHASSEE,FL
32303

NONE

PUBLIC

GENERAL
SUPPORT

JAMES MADISON
UNIVERSITY
FOUNDATION800
SOUTH MAIN
STREET
HARRISONBURG,VA
22807

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

JOHN LOCKE FOUNDATION200
WEST MORGAN STREET
SUITE 200
RA LEIGH, NC 27601

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

37 ,4 7 2

NONE

PRIVATE

EDUCATIONAL

PROGRAMS

21,107

JO H N WILLI AM PO PE
FOUNDATION4601
SIX FORKS
ROAD
SUITE 300
RA LEIGH, NC 27609

NONE

PRIVATE

EDUCATIONAL

PROGRAMS

18,979

THE KING'S COLLEGE350
AVENUE
SUITE 1500
NEWYORK,NY
10118

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,500

LAFFER CENTER FOR GLOBAL
ECONOMIC
GROWTH1359
BRAWLEY CIRCLE
ATLANTA,GA
30319

NONE

APPLIED
501(C)(3

LOYOLA UNIVERSITY820
MICHIGAN
AVENUE
SUITE 1512
CHICAGO,IL
60611

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,500

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

19 ,151

MARKET BASED MANAGEMENT
INSTITUTE4111
EAST 37TH
STREET NORTH
WICHITA,
KS 67220

NONE

PUBLIC

GENERAL
SUPPORT

MERCER UNIVERSITY1400
COLEMAN
AVENUE
MACON,GA
31207

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

16 ,000

METROPOLITAN
STATE COLLEGE
OF DENVER FOUNDATIONPO
BOX
17971
DENVER, CO 802179812

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

12,000

INDIANA
UNIVERSITY1315
lOTH STREET
BLOOMINGTON,IN
47405
INSTITUTE
FOR HUMANE
3301 N FAIRFAX DRIVE
SUITE 440
ARLINGTON,VA
22201

JOHN WILLIAM
POPE CTR FOR
HIGHER EDUCATION
POLICY333
SIX FORKS ROAD
SUITE 150
RA LEIGH, NC 27609

MACKINAC
POLICY140
MIDLAND,

Total.

5TH

N

CENTER FOR PUBLIC
WEST MAIN STREET
MI 48040

2,461,091

OPERATING

9,667

E

FOR

GENERAL
SUPPORT

OPERATING

OPERATING

......3a

100,000

82,500

12,257,639

 Form 990PF

Part XV Line 3 - 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
contributor
or substantial

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

MICHIGAN
STATE UNIVERSITY
SOUTH CASE HALL
EAST LANSING,MI
48825

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,720

MONTANA
STATE UNIVERSITY
3070 LIN FIELD HALL
BOZEMAN,MT
597170292

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,500

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,2 0 8

NONE

PUBLIC

EDUCATIONAL
AND
RESEARCH PROGRAMS

97 ,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,200

NORTHWESTERN
OKLAHOMA
STATE UNIVERSITY709
OKLAHOMA
BLVD
ALVA,OK
73717

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,250

NORTHWESTERN
UNIVERSITY
SCHOOL OF LAW375 EAST
CHICAGO
AVENUE
CHICAGO,IL
606113069

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,0 58

PROPERTY AND ENVIRONMENT
RESEARCH CENTER2048
ANALYSIS
DRIVE
SUITE A
BOZEMAN,MT
59718

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

38,644

PENNSYLVANIA
STATE
UNIVERSITY610
KERN BUILDING
UNIVERSITY
PARK,PA
16802

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

27 ,500

PEPPERDINE
UNIVERSITY24255
PACIFIC
COAST HIGHWAY
MAILBU,CA
902634819

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,200

PHILANTHROPY
ROUNDTABLE
1150 -17TH
ST NW
SUITE 503
WASHINGTON,DC
20036

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

43,968

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

30,309

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

25,500

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,150

NATIONAL
UNIVERSITY11255
TORREY PIN ES RD
LA JOLLA,CA
92037
NEW YORK UNIVERSITY19
4TH STREET
ROOM 832
NEWYORK,NY
10012
NORTHEASTERN
UNIVERSITY700
TAHLEQUAH,OK

N

WEST

STATE
N GRAND
74464

AVENUE

FREE TO CHOOSE NETWORK
2002 FILMORE AVENUE
SUITE 1
ERIE, PA 16506

REASON FOUNDATION3425
SEPULVEDA
BLVD
SUITE 400
LOS ANGELES,CA
90034
RHO DES CO LLEGE2000
PARKWAY
MEMPHIS,TN
38112
ROCKFORD COLLEGE5050
STATE STREET
ROCKFORD,IL
61108

Total.

INC

S

N

EAST

......3a

250,000

12,257,639

 Form 990PF

Part XV Line 3 - 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
contributor
or substantial

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

RYAN FOUNDATION805
ROAD
WAYNE,PA
19087

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

3,500

ST CLOUD STATE UNIVERSITY
FOUNDATION720
4TH AVENUE
SOUTH
ST CLOUD,MN
563014498

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,200

ST JOHN'S UNIVERSITY8000
UTOPIA
PARKWAY
QUEENS,NY
11439

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

ST LAWRENCE
UNIVERSITY23
ROMO DA DRIVE
CANTON,NY
13617

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

SETON
SOUTH
SOUTH

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,0 0 0

SMITHSONIAN
INSTITUTION
AST RO PHYSICAL
OBSERVATORY
60 GARDEN STREET
CAM BRIDGE, MA 021381516

NONE

PUBLIC

GENERAL SUPPORT
RESEARCH

SOCIETY
DEV AUSTRIAN
ECONOMIC7708
QUEENS
DRIVE
DALLAS,TX
75248

NONE

PUBLIC

EDUCATIONAL

SOUTH CA RO LINA POLICY
COUNCIL
EDUCATION
FOUNDATION1323
PENDLETON
STREET
COLUMBIA,SC
292013715

NONE

PUBLIC

EDUCATION

STUDENTS
FOR LIBERTY
17321
ARLINGTON,VA
22216

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

SUFFOLK UNIVERSITY8
ASHBURTON
PLACE
BOSTON,MA
02108

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

136,771

TAX FOUNDATION2001
L STREET
NW
SUITE 1050
WASHINGTON,DC
20036

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

62,369

TEXAS CHRISTIAN
TCU BOX 297044
FORT WORTH,TX

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

THE TOWER FOUNDATION
OF SAN
JOSE STATE UNIVERSITYONE
WASHINGTON
SQUARE
SANJOSE,CA
95192

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

19,500

TRINITY
COLLEGE300
SUMMIT
STREET
HARTFORD,CT
061063100

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

30 ,000

UNIVERSITY
OF ALABAMABOX
870104
TUSCALOOSA,AL
354870104

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

22,950

Total.

BROWER

HALL UNIVERSITY400
ORANGE AVENUE
ORANGE,NJ
07079

FOR

PROGRAMS

65 ,000

10 ,000

GARDEN

PO BOX

UNIVERSITY

PROJECT

40 ,000

3,500

7 ,500

76129

......3a

12,257,639

 Form 990PF

Part XV Line 3 - Grants

If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation
manager
or substantial
contributor

Rec1p1ent
Name and address
business)
a

Paid dunng

and Contributions

(home or

Paid During the Year or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

UNIVERSITY
OF ALASKA
FOUNDATIONPO
BOX 757510
FAIRBANKS,AK
99775

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15 ,000

UNIVERSITY
OF ARIZONA
FOUNDATION1111
NORTH
CHERRY AVENUE
TUCSON,AZ
85719

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,500

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14,926

UNIVERSITY
OF COLORADO
FOUNDATION1305
UNIVERSITY
AVENUE
BOULDER,CO
80302

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

23,000

UNIVERSITY
OF MISSOURI
COLUMBIA310
JESSE HALL
COLUMBIA,MO
652111230

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14 ,000

UNIVERSITY
OF ROCHESTER
HARKNESS HALL 318
ROCHESTER,NY
146270146

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,000

UNIVERSITY
OF SAN DIEG05998
ALCALA PARK
SAN DIEGO, CA 92110

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,000

UNIVERSITY
OF SOUTH ALABAMA
307 UNIVERSITY
BLVD N
ROOM 130
MOBILE,AL
36688

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,7 35

UNIVERSITY
OF TEXAS - PAN
AMERICAN
FOUNDATION1201
UNIVERSITY
DRIVE
EDINBURG, TX 785392909

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,400

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,500

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

2,400

UNIVERSITY
OF TEXAS - EL PASO
500 W UNIVERSITY
AVENUE
ELPASO,TX
79968

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10,500

UTAH STATE UNIVERSITY1445
OLD MILL HILL
LOGAN,UT
843221420

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4 7 ,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

UNIVERSITY
OF CALIFORNIA
ANGELES FOUNDATION3250
SCHOOL OF PUBLIC AFFAIRS
LOS ANGELES,CA
900951656

UNIVERSITY
OF TEXAS
ARLINGTONBOX
19377
ARLINGTON,TX
76019
UNIVERSITY
UNIVERSITY
AUSTIN,TX

W

-

OF TEXAS - AUSTIN!
STATION
G6300
78712

UTAH STATE UNIVERSITY
FOUNDATION1420
OLD MILL
LOGAN,UT
843221420
VICTIMS
OF COMMUNISM
MEMORIAL
FOUNDATION
SIXTEENTH
STREET NW
WASHINGTON,DC
20036

Total.

LOS

125,000

HILL

8,004

INC1521

......3a

12,257,639

 Form 990PF

Part XV Line 3 - 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 or Approved
Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

WAKE FOREST UNIVERSITY1834
WAKE FOREST ROAD
WI N ST O N SA LE M , N C 27106

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

WEST TEXAS
60768
CANYON,TX

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,500

WEST VIRGINIA
UNIVERSITY
FOUNDATIONONE
WATERFRONT
PLACE
7TH FLOOR
MORGANTOWN,WV
265071650

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

WESTERN CAROLINA
UNIVERSITY
COLLEGE OF BUSINESS
CULLOWHEE,
NC 28723

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

YOUTH ENTREPRENEURS
OF
KANSAS4111
E 37TH STREET
SUITE 0101
WICHITA,
KS 67220

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

Total.

A&M UNIVERSITYBOX
79016

N

......3a

200,000

12,000

466,725

12,257,639

 Form 990PF

Part XV Line 3b - Grants
Rec1p1ent

Name and address

b Approved

for future

(home or business)

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

BOYS &GIRLS CLUBS OF SOUTH
CENTRAL KANSAS2400
N
OPPORTUNITY
DRIVE
WICHITA,
KS 67219

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

6,864

BUCKEYE INSTITUTE
FOR PUBLIC
POLICY88
E BROAD ST
COLUMBUS,OH
43215

NONE

PUBLIC

GENERAL
SUPPORT

8,052

CHAPMAN
UNIVERSITYONE
UNIVERSITY
DRIVE
ORANGE,CA
92866

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

25 ,000

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

7 50,000

COMPETITIVE
ENTERPRISE
INSTITUTE1899
L STREET NW
12TH FLOOR
WASHINGTON,DC
20036

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

6,24 7

FLORIDA STATE UNIVERSITY211
WESTCOTT
BUILDING
TALLAHASSEE,FL
323061470

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

1,314,500

FOUNDATION
FOR ECONOMIC
EDUCATION30
SOUTH BROADWAY
IRVINGTONONHUDSON,NY
10533

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

11,8 2 5

FREE TO CHOOSE NETWORK
2002 FILMORE AVENUE
SUITE 1
ERIE, PA 16506

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

8,14 7

GEORGE MASON UNIVERSITY
FOUNDATION4400
UNIVERSITY
DRIVE
FAIRFAX,VA
22030

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

540,500

MERCATUS
CENTER3301
NORTH
FAIRFAX DRIVE
SUITE 450
ARLINGTON,VA
222014433

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

600,000

SUFFOLK UNIVERSITY8
PLACE
BOSTON,MA
02108

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

7 5 ,840

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

37 5,000

WEST VIRGINIA
UNIVERSITY
FOUNDATIONONE
WATERFRONT
PLACE
7TH FLOOR
MORGANTOWN,WV
265071650

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

400,000

YOUTH ENTREPRENEURS
OF
KANSAS4111
E 37TH STREET
SUITE 0101
WICHITA,
KS 67220

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

CLEMSON UNIVERSITY165
HA LL
BOX 341301
CLEMSON,SC
296341301

SIRRIE

INC

ASH BURTON

UTAH STATE UNIVERSITY
FOUNDATION1420
OLD MAIN
LOGAN,UT
843221420

Total.

HILL

N

OPERATING

15 ,5 0 3

.....3b

4,137,478

 lefile

GRAPHIC print - DO NOT PROCESS

I As Filed

DLN:934913190235101

Data -

TY 2009 Accounting Fees Schedule
Name:
EIN:
Category

ACCOUNTING

48-0918408

Amount

Net Investment
Income

163,205

FEES

17,180

INVESTMENT
ACCTG
SERVICES
FEES
TAX PREPARATION

CHARLES G KOCH CHARITABLE FOUNDATION

FEES

4,960

Adjusted Net
Income

Disbursements for
Charitable
Purposes
138,540

17,180

4,960

 lefile

GRAPHIC print - DO NOT PROCESS

Note: To capture

the full content

I As

Filed Data -

of this document,

please

I
select

DLN:93491319023510
landscape

mode (11" x 8.5")

when printing.

TY 2009 Depreciation Schedule
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Description
Property

of

Date
Acquired

Cost or Other
Basis

OFFICE EQUIPMENT

366,620

OFFICE EQUIPMENT

46,659

OFFICE FURNITURE

270,325

UNIMPROVED LAND

1988-05-13

Prior Years'
Depreciation

21,412

9,588

3,377,694

Computation

Method
Life(#

Rate/
of years)

Current Year's
Depreciation
Expense

SL

73,324

SL

3,806

SL

33,835

L

LEASEHOLD IMPROVE

1,000,652

18, 138

SL

200, 130

LEASEHOLD IMPROVE

70,003

57,142

SL

12,861

Net Investment
Income

Adjusted
Net
Income

Cost of Goods
Sold Not
Included

 lefile

GRAPHIC print - DO NOT PROCESS

Note: To capture

the full content

I As

Filed Data -

of this document,

please

I
select

DLN:93491319023510
landscape

mode (11" x 8.5")

when printing.

TY 2009 Expenditure Responsibility Statement
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Grantee's

Name

Grantee's
Address

Grant Date

Grant
Amount

Grant Purpose

Amount
Expended By
Grantee

Any
Diversion By
Grantee?

Dates of Reports By
Grantee

Date of
Verification

Results of Verification

JACK MILLER
CENTER

111 PRESIDENTIAL
BOULEVARD SUITE
1
PHILADELPHIA, PA
19004

2008-12-22

212,000

SUPPORT FOR WEEK-LONG
SUMMER INSTITUTE PROGRAM
FOR COLLEGE PROFESSORS,
CONDUCTED BY THE CENTER

212,000

NO

11/08/2010
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE
ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

LAFFER CENTER
FOR GLOBAL
ECONOMIC
GROWTH

1359 BRAWLEY
CIRCLE
ATLANTA, GA
30319

2009-07-27

100,000

GENERAL OPERATING SUPPORT

100,000

NO

11/02/2010
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE
ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

JOHN WILLIAM POPE
FOUNDATION

4601 SIX FORKS
ROAD SUITE 300
RALEIGH, NC
27609

2009-05-26

18,979

SUPPORT FOR MARKET BASED
MANAGEMENT PROGRAM

18,979

NO

06/03/2009
FULL
REPORT OF ALL GRANT
EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE
ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

JOHN WILLIAM POPE
CTR FOR HGR EDU
POLICY

333 E SIX FORKS
ROAD SUITE 150
RALEIGH, NC
27609

2009-03-02

21, 107

SUPPORT FOR MARKET BASED
MANAGEMENT PROGRAM

21, 107

NO

12/18/2009
FULL
REPORT OF ALL GRANT
EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE
ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

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Data -

TY 2009 General Explanation Attachment
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Identifier

SUMMARY OF
DIRECT
CHARITABLE
ACTIVITIES

Return
Reference

Explanation

FORM 990KOCH ASSOCIATES PROGRAM, During 2009 the Charles G Koch Charitable Foundation sponsored rrore than
to part1c1pate1nthe Koch Associate Program, 20 Washington, DC area charitable organ1zat1ons
PF, PART IX- 163 1nd1v1duals
and 8 charitable organ1zat1ons outside of Washington, DC were partners 1nthe program, The Koch Associate
A
Program was established to 1dent1fyup-and-coming leaders and entrepreneurs interested 1nliberty and help
them develop the know ledge, skills, and experience necessary for careers 1nthe nonprofit sector, 1nclud1ng
careers w 1thmarket-oriented think tanks, policy 1nst1tutes,and other educational 1nst1tut1ons,For rrore
1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at www cgkfoundat1on org KOCH
INTERNSHIPPROGRAM, During 2009 the Charles G Koch Charitable Foundation sponsored rrore than 67
1nd1v1duals
to part1c1pate1nthe Koch Internship Program, The Charles G Koch Charitable Foundation Internship
Program was established to develop the next generation of liberty-minded leaders, educators, and
entrepreneurs Over the course of the program, Interns engage 1nresearch and educational act1v1t1esw h1le
learning and applying Market-Based Management, For rrore 1nformat1onon this program, please v1s1tthe
Foundation's w ebs1te at www cgkfoundat1on org

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TY 2009 Investments

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DLN:934913190235101

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

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DLN:934913190235101

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 FUND

FMV

6,288,949

6,735,076

EXCELSIOR ABSOLUTE FUND

FMV

330,088

373,471

THIRTEEN PARTNERS FUND

FMV

5,554,747

5,554,746

HIGHLAND COMMINGLED FUND

FMV

10,000,000

9,617,154

EATON VANCE FUND

FMV

20,496,913

20,632,431

ABSOLUTE RETURN CR FUND

FMV

54,364,271

55,262,308

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Data -

TY 2009 Land, Etc. Schedule
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Category

/ Item

Cost/ Other
Basis

Accumulated
Depreciation

Book Value

OFFICE EQUIPMENT

366,620

94,736

271,884

OFFICE EQUIPMENT

46,659

3,806

42,853

OFFICE FURNITURE

270,325

43,423

226,902

1,000,652

218,268

782,384

LEASEHOLD IMPROVE
LEASEHOLD IMPROVE

End of Year Fair
Market Value

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Data -

TY 2009 Legal Fees Schedule
Name:
EIN:
Category

LEGAL

SERVICES

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

Amount

Net Investment
Income
6,618

Adjusted Net
Income

Disbursements
Charitable
Purposes

for

6,044

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Data -

TY 2009 Other Expenses Schedule
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Description

Revenue and Expenses
per Books

IN SU RANCE
POSTAGE

& DELIVERY

BANK FEES
CORPORATE

FILING

&AGENT

SUPPLIES
SOFTWARE

LICENSE

FEES

TELEPHONE
MEMBERSHIP
WRITEDOWN

&DUES
OF ASSET

MISCELLANEOUS

VALUE

FEES

Net Investment
Income

Adjusted

Net Income

Disbursements for
Charitable Purposes

33,913

33,913

9,832

9,935

2,308

2,308

123

75

38,962

38,962

6,000

6,000

49,118

58,896

6,190

6,190

35,993
25 ,040

23,2 97

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Data -

TY 2009 Other Professional Fees Schedule
Name:
EIN:
Category

PROFESSIONAL
FEES

LAND

MANAGEMENT

MAINTENANCE

WEBSITE
OTHER
A DMIN

FEES

PROFESSIONAL

FEES-

FEES

TEMP HELP
ADVERTISING

FEES

SPEAKER

FEES

ON-LINE

SERVICE

EQUIPMENT/MA

Net Investment
Income

208,017

83,379

1,494

1,494

FEES

INT EN AN CE

145,218

Adjusted Net
Income

Disbursements for
Charitable
Purposes
195,301

83,379

5 5 ,411

FEES

RECRUITING

48-0918408

Amount

CONSULTING

INVESTMENT
FEES

CHARLES G KOCH CHARITABLE FOUNDATION

5 3 ,3 71
144,968

5,512

5,512

12,4 38

12,4 38

3,820

3,820

31,825

31,825

31,5 0 5

31,5 0 5

13,738

12 ,216

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Data -

TY 2009 Taxes Schedule
Name:
EIN:
Category

FEDERAL

EXCISE

TAXES

VA BUSINESS

PROPERTY

48-0918408
Amount

Net Investment
Income

Adjusted Net
Income

Disbursements for
Charitable
Purposes

58,8 51

TAX

REAL ESTATE

CHARLES G KOCH CHARITABLE FOUNDATION

87
TAX

26 ,663

87
26 ,663