efile GRAPHIC rint - DO NOT PROCESS Return of Private Foundation or Section For calendar DLN:93491321004225 0MB No 1545-0052 Form990-PF Department of theTreasury InternalRevenue Service As Filed Data - 4947(a)(1) Trust Treated as Private 2014 Foundation ~ Do not enter social security numbers on this form as it may be made public. Information about Form 990-PF and its instructions is at www.irs.gov/form990pf. ~ year 2014, or tax year beginning 01-01-2014 , and ending Name of foundation CHARLESKOCH FOUNDATION Open to Public Inspection 12-31-2014 A Employer identification number 48-0918408 % DUSTIN PERRY Number and street (or PO box number 1fma1l 1snot delivered to street address) PO BOX2256 B Telephone number (see 1nstnuct1ons) Room/suite (703) 875-1658 City or town, state or province, country, and ZIP or foreign postal code WICHITA, KS 672012256 r In1t1al return r In1t1al return of a former public charity r Final return r A mended return r Address change r Name change H Check type of organ1zat1on P"Section 501(c)(3) exempt private foundation r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation J Accounting method r Cash P"Accrual I Fair market value of all assets at end of year (from Part II, col. (c), r Other (specify) !me 16),..$ 559,449,616 G Check all that apply C If exemption application 1spending, check here ~ D 1. Foreign organizations, check here ~ 2. Foreign organizations meeting the 85% test, check here and attach computation E If private foundation status was terminated under section 507( b)( l)(A), check here F ' ' ' ' ' ~ ~ If the foundation 1sin a 60-month temnmat1on under section 507( b)( 1)( B), check here ~ (Part I, column (d) must be on cash basis.) l:a-11 Analysis of Revenue Contributions, 1 and Expenses (The gifts, grants, etc, received expenses per books $ ; D1v1dends and interest :r; b ~ Ci:: 1 4 6a on savings Gross income Gross to attach cash investments from securities. from sale of assets gain net income Net short-term 9 Income Gross sales allowances capital less returns on line 6a 5,062,431 and Gross profit or (loss) (attach Other income schedule) (attach Total. Add lines 1 through Other $ 15 Pension !:: 16a schedule) ~ 11 of officers, directors, salaries and wages employee plans, employee trustees, etc benefits ,fl Legal fees (attach b Accounting C Other schedule). fees (attach professional 17 Interest '- 18 Taxes i:: 19 Deprec1at1on 20 Occupancy 21 Travel, schedule). fees (attach schedule) ,:::; t.-: E -:::::: ..:r -:::::: !:: ,:::; !::' - ..., ,:::; t 0 (attach schedule) (attach conferences, (see 1nstruct1ons) schedule) and depletion Printing 23 Other 24 Total operating and administrative (attach Add lines 13 through Contributions, 26 Total expenses and disbursements. 25 a Subtract grants 362,227 362,227 2,282,621 2,122,745 548,711 535,887 0 0 356 ~ 0 0 19,397 ~ 608,981 167,926 36,500 36,500 398,393 35,710 ~ ~ 441,055 3,326 154,468 154,468 523,881 447,208 47,590 47,590 2,294,574 2,220,364 7,281,025 2,460,500 80,272 expenses. 0 4,211,205 34,805,581 paid. 31,874,705 Add lines 24 and 42,086,606 2,460,500 0 36,085,910 line 26 from line 12 Excess of revenue over expenses and disbursements b Net investment C Adjusted For Paperwork 0 356 ~ • 23 25 27 gifts, schedule) 180 13,873,308 19,397 and publ1cat1ons expenses 24,180 155,619,178 ~ and meetings. 22 '- 5,062,431 not on line 10 Cost of goods sold 14 $ > p 4,606,119 0 C )( 4,606,119 gain Less Li.I 4,204,578 (from Part IV, line 2) b Compensation t 4,204,578 mod1f1cat1ons 13 ,fl and temporary sales price for all assets 15,908,301 8 12 for charitable purposes (cash basis only) or (loss) Net gain or (loss) Capital 11 income rents Net rental 7 10a income B Interest b 1s not required 1fthe foundation 3 Sa (c) Adjusted net 141,721,870 Check,.. Sch (b) Net investment (attach schedule) 2 (d) Disbursements (a) Revenue and total of amounts m columns (b), (c), and (d) may not necessanly equal the amounts m column (a) (see mstmctwns) ) income (1f negative, net income (1f negative, 113,532,572 11,412,808 enter -0-) 0 enter -0-) Reduction Act Notice, see instructions. Cat No 11289X Form 990-PF (2014) Page 2 End of year (b) Book Value (c) Fair Market Value Form 9 9 O- P F ( 2 O 14 ) i:ifilO Balance Sheets 1 Cash-non-interest-bearing. 2 Savings 3 Accounts Less 4 Pledges 5 Grants Less and temporary receivable.,_ allowance '-"" allowance '-"" ~ for doubtful due from officers, (attach directors, schedule) notes and loans receivable Less allowance for doubtful trustees, (attach and deferred _____ S and state government obl1gat1ons (attach c Investments-corporate bonds (attach schedule). Investments-land, bu1ld1ngs, and equipment Less deprec1at1on (attach accumulated 12 Investments-mortgage 13 Investments-other 14 Land, bu1ld1ngs, and equipment accumulated ____ 16 Total assets (to be completed ___;;9..;;;2;;;;;2.,_,o;..;o"'o 17 Accounts 18 Grants 19 Deferred 20 Loans from officers, 21 Mortgages payable _1~1,_6_5_6 ____ ________________ ~ 522,518,490 546,042,526 4,979 Other Total liabilities directors, l1ab1l1t1es (describe.,_ 419,977,628 535,925,685 169,683 576,292 4,720,670 7,651,546 4,890,353 8,227,838 415,087,275 527,697,847 559,449,616 trustees, and other d1squal1f1ed persons (attach schedule) ________________ (add lines 17 through ) 22) p- lines 24 through 26 and lines 30 and 31. restricted Permanently restricted Foundations that do not follow SFAS 117, check here .,_ and complete lines 27 through 31. 27 Capital trust 28 Pa1d-1n or capital stock, Retained earnings, principal, surplus, or current or land, bldg, accumulated income, 1 funds and equipment endowment, fund or other funds 30 Total net assets or fund balances (see 1nstruct1ons) 415,087,275 527,697,847 31 Total liabilities and net assets/fund 419,977,628 535,925,685 Analysis Total 4,979 the expenses and other notes payable of Changes net assets with end-of-year 2 402,104,406 revenue 23 l:F-Til•u• 1 2,455,694 8,306 ~ Unrestricted I 2,455,694 _ payable 22 ..:r 29 ~ ) by all filers-see and accrued 3,377,694 1-----------+---------+--------- Also, see page 1, item I) Temporarily ,fl ,fl 365,341 16,635 schedule).,_ Foundations that follow SFAS 117, check here .,_ ,fl 365,341 3,~3_7_7~,6_9_4 ____ basis.,_ deprec1at1on (attach (describe.,_ and complete $ 147,761 1-----------+---------+--------- schedule) Other assets 1nstruct1ons basis.,_ schedule).,_ schedule) loans (attach 15 0 4,193,188 _ charges schedule). ,_ 4,193,188 and other schedule).,_ (attach u. 4,695,707 accounts.,_-------- stock ~ ~ 6,396,385 (see 1nstruct1ons) Investments-corporate -:::::: 26 6,396,490 for sale or use expenses Investments-Li Less 9,310,290 accounts.,_-------- b 11 -8,497 4.,_,1_9_3.,_,_18_8 accounts.,_-------- Other Prepaid 10a -8,497 receivable Inventories 8 m ..,.. 9 _____ for doubtful d1squal1f1ed persons 7 cash investments 333,464 receivable.,_-------- Receivables 6 Beginning of year (a) Book Value Attached schedules and amounts in the description column should be for end-of-year amounts only (See instructions ) balances (see 1nstruct1ons) m 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) 1 415,087,275 113,532,572 Enter amount from Part I, line 27a 2 3 Other 3 4 Add lines 1, 2, and 3 4 5 Decreases 5 6 Total increases not included not included net assets 1n line 2 (1tem1ze) .,_ ------------------- 1n line 2 (1tem1ze) .,_ ---------------------~ or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 528,619,847 922,000 527,697,847 Form 990-PF (2014) Form 9 9 O- P F ( 2 O 14 ) Page 3 Cap1ta I G ams an d Losses f or Tax on Investment l:F-Til•l"t Income (b) How acquired (a) List and describe the k1nd(s) of property sold (e g, real estate, brick warehouse, or common stock, 200 shs MLC Co) 2-story (d) Date sold (c) Date acquired (mo, day, yr) P-Purchase D-Donat1on (mo, day, yr) EFPRP - SHORT TERM la EFPRP - LONG TERM b C d e (g) Cost or other basis (f) Deprec1at1on allowed (or allowable) (e) Gross sales price plus expense 0 a 2,597,226 15,908,301 b (h) Gain or (loss) (e) plus (f) minus (g) of sale -2,597 8,248,644 ,226 7,659,657 C d e Complete only for assets showing gain 1n column (h) and owned by the foundation (j) AdJusted basis asof12/31/69 (i) FM V asof12/31/69 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 a -2,597,226 b 7,659,657 C d e 2 Capital 3 Net short-term gain net income or (net capital capital gain or (loss) as defined If gain, also enter 1n Part I, line 8, column 1n Part I, line 8 . .. •ifliA"4 Quahf1cat1on Under Section (For optional use by domestic private If section 4940(d)(2) applies, If gain, also enter 1n Part I, line 7 If (loss), enter -0- 1n Part I, line 7 1n sections 1222(5) for Reduced subJect to the section } 2 } 3 5,062,431 and (6) If (loss), (c) (see 1nstruct1ons) 4940(e) foundations enter -0- Tax on Net Investment 4940(a) tax on net investment 0 Income income) leave this part blank Was the foundation liable for the section If "Yes," the foundation does not qualify 1 Enter the appropriate { loss) amount 1n each column (a) for each year, see 1nstruct1ons (b) Base period years Calendar year (or tax year beginning in) I amount of any year 1n the base period7 4942 tax on the distributable under section 4940(e) Do not complete this part Adjusted qualifying d1stnbut1ons P- Yes No before making any entries (d) (c) Net value of nonchantable-use assets D1stnbut1onratio (col (b) d1v1dedby col (c)) 2013 27,594,863 245,361,154 0 112466 2012 17,610,096 2 16,432,788 0 081365 2011 20,955,082 215,815,197 0 097097 2010 18,901,264 203,468 0 092895 2009 19,551,962 155,141,798 ,6 8 3 0 126026 2 Total of line 1, column 3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by the number of years the foundation has been 1n existence 1f less than 5 years 3 4 Enter the net value ofnoncharitable-use 4 383,114,182 5 Multiply 5 39,066,153 6 Enter 1% of net investment 7 Add lines 5 and 6. 8 Enter qual1fy1ng d1stribut1ons from Part XII, If line 8 1s equal to or greater the Part VI 1nstruct1ons than line 7, check the box 1n Part VI, line 1 b, and complete (d). 2 assets for 2014 from Part X, line 5. line 4 by line 3. income (1% of Part I, line 27b). line 4. 0 509849 010197 114,128 6 7 39,180,281 8 36,085,910 that part using a 1 % tax rate See Form 990-PF (2014) page 4 Form 9 9 O- P F ( 2 O 14 ) l:J.fiifJI la Excise Tax Based on Investment Exempt operating foundations Income (Section 4940(a), described 1n section 4940(b), 4940 (d)(2 ), check 4940(e), here ,.. or 4948-see 1 and page 18 of the instructions) ' enter "N/A" on line 1 Date of ruling or determ1nat1on instructions) b Domestic c foundations 1 here,.. letter (attach that meet the section 2 Tax under section enter -0-) 1n Part V, check 1 section 3 Subtitle A (income) enter -0-) 5 Tax based on investment 6 Credits/Payments 494 7(a)(l) section foreign organ1zat1ons trusts 4947(a)(l) and taxable enter 4% of foundations only Others trusts and taxable foundations only 4 b Exempt c Tax paid with appl1cat1on for extension d Backup w1thhold1ng erroneously tax payments and 2013 foreign organ1zat1ons-tax and payments overpayment withheld credited to 2014 6a at source Total s Enter any penalty for underpayment 9 Tax due. If the total ofl1nes 11 Enter the amount of time to file (Form 8868). 6d. of estimated tax Check here 1 1f Form 2220 1s attached ... ... ... 5 and 8 1s more than line 7, enter amount owed. of line 10 to be Credited to 2015 estimated tax... Regarding During the tax year, did the foundation 1t part1c1pate or intervene 7 503,898 6c 6d Add lines 6a through Statements 228,256 503,898 If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid. Overpayment. 5 6b withheld. 7 10 228,256 Others line 4 from line 3 If zero or less, enter -0-. income. Subtract 2014 credits Exempt 3 tax (domestic a estimated 228,256 2 4 b ) ' enter 2% of line 27b 511 (domestic Add lines 1 and 2. la 4940 (e) requirements if necessary-see and enter 1% of Part I, line 27b All other domestic foundations Part I, line 12, col (b) Part VII-A copy of letter 275,642 Refunded 8 9 275,642 10 11 Act1v1t1es attempt to influence any national, state, Yes or local leg1slat1on or did 1n any pol1t1cal campa1gn7 Did 1t spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes No la No lb No le No 2 No 3 No 4a No (see Instructions for def1n1t1on)7. If the answer 1s "Yes" to 1a or 1b, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals published D 1d the foundation d Enter the amount 2 with the act1v1t1es. file Form 1120-POL for this yea r7. (1fany) (1) On the foundation e by the foundatJOn 1n connection or d1stnbuted c of tax on pol1t1cal expenditures Enter the reimbursement (1f any) paid by the foundation on foundation ,.. $ managers Has the foundation engaged (section O (2) On foundation ,.. $ 4955) imposed managers during the year O ,.. $ ________ during the year for pol1t1cal expenditure tax imposed O 1n any act1v1t1es that have not previously been reported to the IRS7 If "Yes," attach a detailed descnpt1on of the act1v1t1es. Has the foundation 3 of 1ncorporat1on, 4a b 5 made any changes, Did the foundation If "Yes," have unrelated If "Yes," attach the statement Are the requirements • By language • By state business to the IRS, 1n its governing instrument, articles If "Yes," attach a conformed copy of the changes gross income of$1,000 or more during the year7. required by General Instruct/On of section 508(e) 1n the governing with the state Did the foundation 4b d1ssolut1on, or substantial (relating instrument, leg1slat1on that effectively that conflict 7 reported has 1t filed a tax return on Form 990-T for this year7. Was there a l1qu1dat1on, term1nat1on, 6 not previously or bylaws, or other s1m1lar 1nstruments7 5 during the year7 4941 through 4945) sat1sf1ed either or law remain 1n the governing instrument so that no mandatory d1rect1ons instrument? Enter the states ... KS, b reports orw1th which 1t 1s registered 7 Yes Sb Yes (see 1nstruct1ons) If the answer 1s "Yes" to line 7, has the foundation (or designate) Is the foundation or 4942(J)(5) of each state cla1m1ng status for calendar as required as a private year 2014 furnished by General operating or the taxable a copy of Form 990-PF Instruction foundation to the Attorney G7 If "No," attach explanation. w1th1n the meaning year beg1nn1ng 1n 2014 of section (see 1nstruct1ons 4942(J)(3) for Part XIV )7 If "Yes," complete Part XIV 10 Yes VA General 9 to which the foundation 6 at any time during the year7 If "Yes," complete Part II, col. (c), 1n assets and Part XV Sa No T. to sections amends the governing have at least $5,000 contraction Did any persons and addresses. become substantial 9 contributors No during the tax year7 If "Yes," attach a schedule l1st1ng their names 10 Form 990-PF No (2014) Form 9 9 O- P F ( 2 O 14 ) Page 5 I:F-Til I'd9~1 Statements Reqardinq Activities 11 At any time during the year, did the foundation, 12 Did the foundation meaning advisory 13 15 512(b)(13)7 priv11eges7 If"Yes," address comply attach directly attach or 1nd1rectly, own a controlled schedule statement w1th1n the 11 ~- (see 1nstruct1ons) to a donor advised entity fund over which the foundation Yes or a d1squal1f1ed person had (see 1nstruct1ons) 12 with the public 1nspect1on requirements for its annual returns and exemption appl1cat1on7 No 13 Yes jllrrWWW CHA RLESKO CH FO UN DA TIO N O RG The books are 1n care ofjllrr_D_U_S_T_I_N_P_E_R_R_Y _____________________ Located at jllrr4111 E 37TH ST N WICHITA KS Section 494 7(a)(l) of tax-exempt At any time during calendar a bank, securities, trusts interest year 2014, Telephone no jllrr(703) 875-1658 ZIP+4 charitable nonexempt and enter the amount 16 If"Yes," make a d1stribut1on Did the foundation Website 14 of section (continued) f1l1ng Form 990-PF received or accrued did the foundation or other f1nanc1al account 1n a foreign 1n lieu of Form 1041-Check • jllrr 1n or a signature _ ' here. during the year. have an interest ... _6_7_2_2_0 ________ .,.. 15 or other authority over country? 16 I Yes No I No See 1nstruct1ons for exceptions and f1l1ng requirements for F1nCEN Form 114, Report of Foreign Bank and F1nanc1al Accounts (FBAR) If "Yes", enter the name of the foreign country jllrr Part VII-B Statements Reaardina Act1v1t1es for Which Form 4720 File Form 4720 if any item is checked in the "Yes" column, unless an exception la During the year did the foundation (either (1) Engage 1n the sale or exchange, directly or leasing Mav Be Reau1red applies. Yes or 1nd1rectly) of property (2) Borrow money from, lend money to, or otherwise with a d1squal1f1ed person? extend credit to (or accept (4) Pay compensation (5) Transfer or fac1l1t1es to (or accept to, or pay or reimburse any income or assets for the benefit If any answer 1s "Yes" to la(l 53 4941(d)-3 to a government Did the foundation a foundation on a current If "Yes," b to incorrect , regarding (section disaster disaster under the exceptions assistance assistance described check If "Yes," , 20 __ of assets) 4942(a)(2) 20 __ by the Comm1ss1oner the lapse of the 10-, 4a b No I Yes F No I Yes F No 1 Yes F No 1n Regulations (does not apply for years the foundation have any undistributed , , business 20 __ , to the year's income le No (lines 6d No 20 __ undistributed statement-see F Yes the prov1s1ons of section 1ncome7 (If applying section 4942(a)(2) 4942(a)(2) 1nstruct1ons). 2b to any of the years listed 1n 2a, 11st the years here 20 __ or 1nd1rect interest 1n any business enterprise 1n 2014 of (1) any purchase at holdings as a result (2) the lapse of the 5-year 4943(c)(7 )) to dispose of holdings F Yes No by the foundation period (or longer period approved acquired by gift or bequest, or (3) 15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme had excess bus mess holdmgs m 2014.). Did the foundation invest Did the foundation make any investment charitable that had not been removed purpose No was a private 1 1s not applying are being applied after May 26, 1969, under section lb acts, 1 did 1t have excess the foundation No I or4942(J)(5)) the foundation hold more than a 2% direct or d1squal1f1ed persons If F Yes here. 1n 1 a, other than excepted any time during the year7. b Yes F (see 1nstruct1ons)7. beg1nn1ng before 2014 7. answer "No" and attach , 4942) 4942(J)(3) 1n 2a forwh1ch valuation 20 __ Did the foundation regarding did the foundation 11st the years jllrr 20 __ If the prov1s1ons of section jllrr 20 3a notice income for tax year(s) to all years listed, c notice defined 1n section Are there any years listed (relating I before the first day of the tax year beg1nn1ng 1n 20147. At the end of tax year 2014, and 6e, Part XIII) No Check "No" 1f term1nat1ng w1th1n 90 days ). )-(6 ), did any of the acts fail to qualify on failure to distribute operating off1c1al7 (Exception. engage 1n a prior year 1n any of the acts described that were not corrected Taxes service, or 1n a current O rgan1zat1ons relying 2 F agreed to make a grant to or to employ the off1c1al for a period after term1nat1on of government c of, a d1squal1f1ed person? or use of a d1squal1f1ed person)?. 1f the foundation section Yes to a d1squal1f1ed person (or make any of either available (6) Agree to pay money or property b them from) a d1squal1f1ed person? the expenses I 1t from) a d1squal1f1ed person?. (3) Furnish goods, services, No during the year any amount 3b 1n a manner that would Jeopardize 1n a prior year (but after December from Jeopardy 31, 1969) its charitable 4a purposes? that could Jeopardize No its 4b before the first day of the tax year beg1nn1ng 1n 20147 Form 990-PF No (2014) Form 9 9 O- P F ( 2 O 14 ) I :F-Til I'd!I:I Sa Page 6 Statements Regarding During the year did the foundation (1) Carry on propaganda, (2) Influence for Which Form 4720 attempt to influence of any spec1f1c public election or 1nd1rectly, any voter reg1strat1on leg1slat1on (section (see section a grant to an 1nd1v1dual for travel, (4) Provide a grant to an organ1zat1on other than a charitable, 4945(d)(4)(A)7 study, purposes, etc, Regulations section or for the prevention 53 4945 O rgan1zat1ons relying or 1n a current on a current If the answer 1s "Yes" to question C tax because Did the foundation, a personal of cruelty notice regarding sc1ent1f1c, literary, regarding 5a(4 ), does the foundation during the year, receive fail to qualify during the year, pay premiums, disaster assistance assistance check sectJOn 53.4945-S(d). directly No P- Yes 1 No .1 under the exceptions [7 Yes described No No 1n (see 1nstruct1ons)7. here. claim exemption any funds, directly 1 Yes [7 P- Yes 1 or or animals 7. Sb No 6b No .Jrr-' from the respons1b1l1ty for the grant?. required by Regulations No organ1zat1on described to children disaster [7 Yes carry P- Yes I No 1 No ',!;I or 1nd1rectly, to pay premiums on benefit contract?. Did the foundation, b notice 1t ma1nta1ned expenditure If "Yes," attach the statement 6a orto (see 1nstruct1ons). If any answer 1s "Yes" to 5a(l )-(5 ), did any of the transactions b 4955), or other s1m1lar purposes? (5) Provide for any purpose other than rel1g1ous, charitable, educational (continued) 1 4945(e))7 drive 7. (3) Provide 1n section May Be Required pay or incur any amount to or otherwise the outcome on, directly Activities or 1nd1rectly, on a personal Yes [7 benefit contract?. If "Yes" to 6b, file Form 8870. At any time during the tax year, was the foundation 7a If yes, did the foundation b l:bil*dil 1 receive any proceeds Information About Officers, and Contractors List all officers, directors, trustees, foundation a party to a proh1b1ted tax shelter or have any net income attributable Directors, Foundation managers and their compensation (b) Title, and average hours per week devoted to pos1t1on (a) Name and address Trustees, I transact1on7 Yes f7 No to the transact1on7. Managers, 7b Highly Paid Employees, (see instructions). (c) Compensation (If not paid, enter -0-) (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances See Add1t1onal Data Table 2 Compensation of five highest-paid employees (a) Name and address of each employee paid more than $50,000 CHARLES RUGER 1320 N COURTHOUSE RD ARLINGTON,VA 22201 DEREK JOHNSON 1320 N COURTHOUSE RD ARLINGTON,VA 22201 ADAM KISSEL 1320 N COURTHOUSE RD ARLINGTON,VA 22201 DEBI GHATE 1320 N COURTHOUSE RD ARLINGTON,VA 22201 BRENNAN BROWN 1320 N COURTHOUSE RD ARLINGTON,VA 22201 Total number of other employees (other than those included on line 1-see (b) Title, and average hours per week devoted to pos1t1on DIR UNIV 40 0 (c) Compensation instructions). If none, enter "NONE." (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances INVEST 132,590 4,500 5,033 DIR EDUCATIONAL DEV 40 0 119,872 7,425 710 PGM OFF UNIV INV EST 40 0 114,423 7,163 5,033 DIR ACAD/HIGHER ED 40 0 116,935 5,400 5,033 ASSOC DIR ACAD PRGMS 40 0 107,484 5,300 15,730 paid over $50,000. ,,. Form 990-PF (2014) page 7 Form 9 9 O- P F ( 2 O 14 ) lifliia"IU• 3 Information About Officers, and Contractors (continued) Five highest-paid independent (a) Name and address Total number of others i:bilf!d.;I Directors, Trustees, contractors for professional services (see instructions). rece1v1ng over $50,000 of Direct for professional Charitable Managers, Highly Paid Employees, If none, enter "NONE". (b) Type of service of each person paid more than $50,000 Summary Foundation (c) Compensation .... services. Activities List the foundation's four largest direct charitable act1v1t1es during the tax year Include relevant stat1st1calinformation such as the number of organizations and other benef1c1aries served, conferences convened, research papers produced, etc 1DURING 2014, THE CHARLES ORGANIZATION SPONSORED LONG SCHOLARLY 2CONFERENCE TO FACILITATE Expenses KOCH FOUNDATION IN CONJUNCTION WITH ANOTHER 501(C)(3) A SMALL GROUP OF INDIVIDUALS TO PARTICIPATE IN A WEEKEND22,954 THE DISCUSSION OF HUMAN LIBERTY AND RESPONSIBILITY 3 4 •~1.,••~ea:11 Summary of Proqram-Related Investments (see instructions) Describethe two largest program-related investments made by the foundation during the tax year on Imes 1 and 2 A mount 1 2 All other program-related investments See 1nstruct1ons 3 Total. Add lines 1 through 3 .... Form 990-PF (2014) page 8 Form 9 9 O- P F ( 2 O14 ) l:bil!I Minimum Investment see instructions.) Fair market 1 value of assets Return (All domestic foundations not used (or held for use) directly 1n carrying must complete this part. Foreign foundations, out charitable, etc, purposes a Average monthly b Average of monthly fair market value of securities. cash balances. C Fair market d Total (add lines la, b, and c). value of all other assets e Reduction claimed for blockage le (attach detailed explanation). (see 1nstruct1ons). la 317,027,279 lb 69,273,352 le or other factors 2 Acqu1s1t1on indebtedness 3 Subtract 4 Cash deemed held for charitable reported I 1e applicable I to line 1 assets. 2 line 2 from line ld. act1v1t1es Enter 1 1/2% of line 3 (for greater amount, Net value of noncharitable-use Minimum investment see assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 return. Enter 5% of line 5. 1:1.fiS:d Distributable 5 383,114,182 19,155,709 r M 1n1mum investment Tax on investment return from Part X, line 6. income for 2014 b Income C Add lines 2a and 2b. amount 4 Recoveries of amounts 5 Add lines 3 and 4. 6 Deduction 7 Distributable Expenses, Program-related 3 Amounts Subtract I 2b 228,256 line 2c from line 1. amount Subtract line 6 from line 5 Enter here and on Part XIII, assets line 1. to accomplish charitable, etc, from Part I, column (d), line 26. used (or held for use) directly set aside for spec1f1c charitable Su1tab1l1ty test (prior IRS approval b Cash d1stribut1on test (attach Foundations 6 Adjusted income distributions. that qualify 1n carrying out charitable, la 36,085,910 proJects that satisfy 4940(e) 3b Enter here and on Part V, line 8, and Part XIII, for the reduced 2 0 line 4 3a 0 3b 0 4 36,085,910 rate of tax on net investment 5 Enter 1% of Part I, line 27b (see 1nstruct1ons). Subtract 0 the schedule). Add lines la through under section lb etc, required). the required qualifying distributions. 18,927,453 purposes from Part IX-B. a 7 (see instructions) gifts, etc -total investments-total 18,927,453 6 purposes. Qualifying 18,927,453 4 (see 1nstruct1ons). Distributions paid to acquire 5 228,256 3 5 contributions, 4 19,155,709 I as qual1fy1ng d1stribut1ons. paid (1nclud1ng adm1n1strat1ve expenses) b Amounts treated amount as adJusted a 2 before adJustments from distributable Amounts I 2a I from Part VI, line 5. and 2c Distributable 1m1!.+• Qualifying foundations 1 (This does not include the tax from Part VI ). tax for 2014 5,834,226 6 Amount (see instructions) (Section 4942(])(3) and (J)(S) private operating certain fore1qn orqan1zat1ons check here..,._ and do not complete this part.) 1 388,948,408 4 5 3 0 3 6 2a 388,948,408 on lines 1 a and 1ns truct10 ns ). 1 2,647,777 ld line 5 from line 4. Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent the section 4940(e) reduction of tax 1n those years 36,085,910 6 years when calculating whether the foundation qual1f1es for Form 990-PF (2014) Form 9 9 O- P F ( 2 O 14 ) Page 9 Undistributed •:F-Til1:.n• Income (see instructions) (a) Corpus 1 Distributable 2 U nd1stributed a Enter amount for 2013 amount for 2014 income, 0 2012 , carryover, 2011 , From 2009. b From 2010. 8,931,145 C From 2011. 10,279,637 d From 2012. 6,999,545 e From 2013. 15,562,295 f Total of lines 3a through 1f any, to 2014 11,912,574 Q ual1fy1ng d1stribut1ons a Applied .... $ 53,685,196 e. for 2014 from Part 36,085,910 to 2013, income of prior years 1nstruct1ons). c Treated as d1stribut1ons out of corpus required-see 1nstruct1ons). d A ppl1ed to 2014 distributable e Rema1n1ng amount Excess 0 but not more than line 2a b A ppl1ed to undistributed (Election required-see 5 0 2010 a line 4 18,927,453 only. Excess XII, (d) 2014 from Part XI, line 7 3 4 (c) 2013 1f any, as of the end of 2014 b Total for prior years d1stribut1ons (b) Years prior to 2013 distributed d1stribut1ons carryover (Election 18,927,453 amount. 17,158,457 out of corpus applied to 2014 (If an amount appears 1n column (d), the same amount must be shown 1n column (a).) 6 Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 70,843,653 income Subtract b Prior years' undistributed line 4b from line 2b. C Enter the amount of prior years' undistributed income for which a notice of def1c1ency has been issued, or on which the section 4942(a) tax has been previously assessed. d Subtract line 6c from line 6b Taxable -see 1nstruct1ons. amount e Undistributed income for 2013 Subtract 4a from line 2a Taxable amount-see 1nstruct1ons. f 0 0 line 0 U nd1stributed income for 2 O 14 Subtract lines 4d and 5 from line 1 This amount must be distributed 1n 2015. 7 A mounts treated corpus to satisfy section 1 7 O (b )(1 be required - see 0 as d1stribut1ons out of requirements imposed by )(F) or 4 94 2 (g )(3) (E lect1on may 1nstruct1ons). Excess d1stribut1ons carryover from 2009 not applied on line 5 or line 7 (see 1nstruct1ons). 9 Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a. 8 10 Analysis ofl1ne 9 a Excess from 2010. 8,931,145 b Excess from 2 O 11. 10,279,637 C Excess from 2 O 1 2 • 6,999,545 d Excess from 2 O 1 3. 15,562,295 e Excess from 2014. 17,158,457 11,912,574 58,931,079 Form 990-PF (2014) Form 9 9 O- P F ( 2 O 14 ) M:ifli:u*M Private la Page Foundations 0 see instructions If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private foundation, and the ruling 1s effective for 2014, enter the date of the ruling. b Check box to 1nd1cate whether the organ1zat1on IS a private operating 2a 3 Enter the lesser of the adJusted net income from Part I or the m1n1mum investment return from Part X for each year listed. b 85% C Q ual1fy1ng d1stribut1ons from Part XII, line 4 for each year listed. d Amounts included 1n 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. foundation operating _.,_._________________ described Tax year In section r _ 4942(J)(3) or r Prior 3 years (a) 2014 10 uest1on 9 (b)2013 (c)2012 4942(J)(5) (e) Total (d) 2011 ofl1ne 2a. Complete 3a, b, or c for the alternative test relied upon test-enter a "Assets" alternative (1) (2) b C Value of all assets. Value of assets qual1fy1ng under section 4942(J)(3 )(B)(1) "Endowment" alternative testenter 2/3 of m1n1mum investment return shown 1n Part X, line 6 for each year listed. "Support" alternative 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 general public and 5 or more exempt organ1zat1ons as provided 1n section 4942(J)(3)(B)(111). (3) Largest amount of support from an exempt organ1zat1on (4) Gross investment I :r-P •:t'fJ 1 and Pa rt VII-A income Supplementary Information (Complete assets at any time during the year-see this part only if the organization instructions.) had $5,000 or more in Information Regarding Foundation Managers: who have contributed more than 2% of the total contributions received by the foundation more than $5,000) (See section 507(d)(2)) before the close of any tax year (but only 1fthey have contributed a List any managers of the foundation CHARLES G KOCH b List any managers ownership of the foundation who own 10% or more of the stock of a corporation (or an equally of a partnership or other entity) of which the foundation has a 10% or greater interest large portion of the NONE 2 Information Regarding Contribution, r Grant, Gift, Loan, Scholarship, etc., Programs: Check here ... 1fthe foundation only makes contributions to preselected charitable organ1zat1ons and does not accept unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see 1nstruct1ons) to 1nd1v1duals or organ1zat1ons under other cond1t1ons, complete items 2a, b, c, and d a The name, address, and telephone CHARLES KOCH FOUNDATION 1320 N COURTHOUSE RD SUITE ARLINGTON,VA 22201 (703) 875-1658 number or e-mail address of the person to whom appl1cat1ons should be addressed 500 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 18 SHOULD SUBMIT A SHORT LETTER (NO MO RE THAN THREE PAGES) 0 UTLINING 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 or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other factors THE CHARLES KOCH FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS THAT SUPPORT SOCIAL PROGRESS, WELL-BEING, AND LONG-TERM PROSPERITY THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF SOCIETY THE FOUNDATION GENERALLY SUPPORTS ONLY INTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIES AND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITED STATES GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLY NOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BE CONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUAL GRANT PROGRAM THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOR OVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILAR INSTITUTIONS OVERHEAD INCLUDES, BUT IS NOT LIMITED TO, INSUFFICIENTLY SPECIFIED AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E G, A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT Form 990-PF (2014) Form 9 9 O- P F ( 2 O 14 ) Page 11 1:)ffii:tfJ Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved Rec1p1ent Name and address (home or business) If rec1p1ent 1s an 1nd1v1dual, show any relat1onsh1p to any foundation manager or substantial contributor for Future Foundation status of rec1p1ent Payment Purpose of grant or contribution A mount a Paid dunng the year See Add1t1onal Data Table Total. ....3a 31,874,705 b Approved for future payment See Add1t1onal Data Table Total. ....3b 4,648,373 Form 990-PF (2014) Form 9 9 O- P F ( 2 O14 ) Page 12 I :F-Til•;i"~ !lit~J A na IYSIS 0 f I ncome- p ro d ucmq A ct1v1t1es Enter gross amounts 1 Program service unless otherwise 1nd1cated Unrelated (a) Business code revenue business income (b) A mount (e) Related or exempt function income (See 1nstruct1ons ) Excluded by section 512, 513, or 514 (d) (c) Exclusion code A mount a b C d e f g Fees and contracts 2 Membership from government 3 Interest on savings investments • and temporary 4 D1v1dends and interest 5 Net rental from securities. 14 4,204,578 14 4,606,119 property. b Not debt-financed Net rental income property • 7 Other cash income or (loss) from real estate a Debt-financed 6 agencies dues and assessments. investment property. or (loss) from personal 16 income. 8 Gain or (loss) from sales of assets inventory • 9 Net income or (loss) from special 180 other than 18 5,062,431 events 10 Gross profit or (loss) from sales of inventory. 11 Other revenue a EXPENSE REIMBURSEMENTS 24,000 b C d e 12 Subtotal 13 Add columns (b), (d), and (e). Total. Add line 12, columns (b), (d), and (e). (See worksheet 1n line 13 1nstruct1ons to verify calculations) 1 :F-Til•;i ... ua:1 Re I at1ons h"IP .. Line No. 0 f A ct1v1t1es to t h e A ccomp r1sh ment o f E xempt 13,873,308 24,000 13~~~~~~~~-1_3~,_8_9_7~,3_0~8 p urposes Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation's exempt purposes (other than by prov1d1ng funds for such purposes) (See 1nstruct1ons ) Form 990-PF (2014) Form 9 9 O- P F ( 2 O 14 ) l:ifll:tf,il 1 13 Page Information Regarding Transfers To and Transactions Noncharitable Exempt Organizations and Relationships With Did the organ1zat1on directly or 1nd1rectly engage 1n any of the following with any other organ1zat1on described 1n section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3) orga n1zat1ons) or In section 5 2 7, relat1 ng to pol1t1ca I No Yes organ 1zat1o ns 7 a Transfers from the reporting foundation to a noncharitable exempt organ1zat1on of (1) Cash. 1a(1) No (2) Other assets. 1a(2) No 1b(1) No 1b(2) No 1b(3) No 1b(4) No lb(S) No 1b(6) No le No b Other transactions (1) Sales of assets (2) Purchases (3) Rental of fac1l1t1es, equipment, (4) Reimbursement (5) Loans or loan guarantees. (6) Performance c Sharing to a noncharitable of assets exempt from a noncharitable organ1zat1on. exempt organ1zat1on. or other assets. arrangements. of services or membership of fac1l1t1es, equipment, or fundra1s1ng sol1c1tat1ons. ma1l1ng lists, other 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 of the goods, other assets, or services given by the reporting foundation If the foundation received less than fair market value show 1n column (d) the value of the goods, other assets, or services received 1n any transaction or sharing arrangement, (a) Line No (b) Amount involved 2a Is the foundation described directly 1n section b If "Yes," complete (c) Name of nonchantable exempt organ1zat1on or 1nd1rectly aff1l1ated with, or related 5 O 1 (c) of the Code (other than section the following to, one or more tax-exempt 5 O 1 (c )(3 )) or 1n section organ1zat1ons 5 2 7 7. .rYes schedule (a) Name of organ1zat1on Sign Here (d) Description of transfers, transactions, and sharing arrangements (b) Type of organ1zat1on (c) Description of relat1onsh1p Under penalties of perJury, I declare that I have examined this return, 1nclud1ng accompanying schedules and statements, and to the best of my knowledge and belief, 1t 1s true, correct, and complete Declaration of preparer (other than taxpayer) 1s based on all 1nformat1on ofwh1ch preparer has any knowledge ~ ****** Signature 12015-11-17 of officer or trustee Print/Type preparer's name ELIZABETH S HOGAN Paid Preparer Use Only Firm's name BKD LLP Firm's address Date Pre pa re r's SI g nature ~ Date May the IRS discuss this return with the preparer shown below (see instr )7 p- Yes I No ****** Title Check 1f selfemployed ~r Firm's ~ PTIN P00273248 E IN~ ~ 1551 N WATERFRONT KS 672066601 PKWY STE 300 WICHITA, Phone nb (316) 265-2811 Form 990-PF (2014) Form 990PF Part VIII compensation Line 1 - List all officers, (a) Name and address CHARLES CHASE KOCH PO BOX 2256 WICHITA,KS (b) Title, and average hours per week devoted to pos1t1on trustees, foundation (c) Compensation (If not paid, enter -0-) managers and their (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances DIRECTOR 0 25 0 0 0 DIRECTOR 0 25 0 0 0 DIRECTOR/ CHAIRMAN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 672012256 ELJZABETH B KOCH PO BOX 2256 WICHITA,KS directors, 672012256 CHARLES G KOCH PO BOX 2256 WICHITA, KS 672012256 0 25 HEATHER LOVE TREASURER PO BOX 2256 WICHITA, KS 672012256 BRIAN MENKES RD SUITE 1320 N COURTHOUSE 500 ARLINGTON,VA 22201 RICHARD H FINK RD SUITE 1320 N COURTHOUSE 500 ARLINGTON,VA 22201 DALE GIBBENS RD SUITE 1320 N COURTHOUSE 500 ARLINGTON,VA 22201 DUSTIN PERRY PO BOX 2256 WICHITA, KS 672012256 BRIAN HOOKS 1320 N COURTHOUSE RD SUITE 500 ARLINGTON,VA 22201 WILLJAM RUGER 1320 N COURTHOUSE RD SUITE 500 ARLINGTON,VA 22201 KEVIN GENTRY RD SUITE 1320 N COURTHOUSE 500 ARLINGTON,VA 22201 RYAN STOWERS RD SUITE 1320 N COURTHOUSE 500 ARLINGTON,VA 22201 1 0 SECRETARY 1 0 PRESIDENT /DIRECTOR 1 0 EXECUTIVE PRESIDENT VICE 1 0 TREASURER 1 0 119,093 PRESIDENT 10,945 7,865 20 0 VICE PRESIDENT RESEARCH OF 0 0 0 0 0 0 1 0 VICE PRESIDENT 1 0 VP HIGHER EDUCATION 40 0 196,594 12,000 15,730 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager or substantial contributor (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year 1889 Institute Oak Court Stillwater, OK 2602 S Sh1nnery NONE PC EDUCATIONAL PROGRAMS 60,000 Academy on Cap1tal1sm and L1m1ted Government Found 528 E Green St Suite 202 Champa1gn,IL 61820 NONE PC EDUCATIONAL PROGRAMS 25,000 Agora Institute for C1v1c Virtue & the Common Good 1300 Eagle Road Saint Davids, PA 19087 NONE PC EDUCATIONAL PROGRAMS 12,500 Allegheny Street Meadville, NONE PC EDUCATIONAL PROGRAMS 6,000 NONE PC GENERAL OPE RATING SUPPORT 4,000 NONE PC GENERAL OPE RATING SUPPORT 10,000 NONE PC GENERAL OPE RATING SUPPORT 150,000 NONE PC EDUCATIONAL 74074 College PA 520 N Main 16335 American Council on Economics Society 44523 Patricia Drive Sterling He1ghts,MI 48314 American Enterprise Institute 17th Street NW Washington, DC 20036 and 1150 American Leg1s lat1ve E xc ha nge Council 1101 Vermont Ave NW11th Floor Washington, DC 20005 American Un1vers1ty Department Government School of Public Affairs Washington, DC 200168130 of PROGRAMS 9,000 America's Future Foundation 16th Street NW Washington, DC 20036 1513 NONE PC GENERAL OPE RATING SUPPORT 2,980 Andrew College 501 College Cuthbert, GA 39840 Street NONE PC EDUCATIONAL PROGRAMS 6,000 Appalachian State Un1vers1ty Box 32068 Boone, NC 28608 ASU NONE PC EDUCATIONAL PROGRAMS 500 NONE PC EDUCATIONAL PROGRAMS 7,000 Arizona State U n1vers1ty Foundation ATTN Cash Receipts PO Box 2260 Tempe, AZ 85280 NONE PC EDUCATIONAL PROGRAMS 230,700 Ashland Un1vers1ty 401 College Ashland, OH 44805 NONE PC EDUCATIONAL PROGRAMS 20,000 NONE PC GENERAL OPE RATING SUPPORT Arizona Christian Un1vers1ty Cactus Road Phoen1x,AZ 85032 Atlas Economic Research 1201 L Street NW Floor 12 Washington, DC 20005 Total. 2625 E Ave Foundation .....3a 25,000 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager contributor or substantial Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Austin Peay State Un1vers1ty College Street POBox4517 Clarksville, TN 37044 NONE PC EDUCATIONAL PROGRAMS 1,200 NONE PC EDUCATIONAL PROGRAMS 6,500 Alton NONE PC EDUCATIONAL PROGRAMS 33,000 901 E NONE PC EDUCATIONAL PROGRAMS 18,000 NONE PC EDUCATIONAL PROGRAMS 9,000 Barton College PO Box 5000 Wilson, NC 27893 NONE PC EDUCATIONAL PROGRAMS 6,000 Baylor Un1vers1ty One Bear Place 98015 Waco, TX 767988015 NONE PC EDUCATIONAL PROGRAMS 12,500 Beloit College 700 College Beloit, WI 53511 NONE PC EDUCATIONAL PROGRAMS 7,000 NONE PC EDUCATIONAL PROGRAMS 9,500 Berry College PO Box 495024 M aunt Berry, GA 301495024 NONE PC EDUCATIONAL PROGRAMS 6,800 Bill of Rights I nst1tute Rd Suite 200 Arl1ngton,VA 22203 200 N Glebe NONE PC EDUCATIONAL PROGRAMS B1ola Ave NONE PC EDUCATIONAL PROGRAMS 7,500 Boise State U n1vers1ty Foundation 2225 Un1vers1ty Drive Bo1se,ID 83706 NONE PC EDUCATIONAL PROGRAMS 15,000 Bowling Green State U n1vers1ty Foundation M1let1 Alumni Center Bowling Green, OH 43403 NONE PC EDUCATIONAL PROGRAMS 8,000 Brookfield Academy 3462 Brookfield Road Brookfield, WI 53045 NONE PC EDUCATIONAL PROGRAMS 5,000 Ave Mana Un1vers1ty Commons Circle Naples, FL 34119 Ayn Rand Institute Parkway Suite 250 I rv1ne, CA 92606 1025 2121 Azusa Pac1f1c U n1vers1ty Alosta Ave PO Box 7000 Azusa, CA 917027000 Ball State U n1vers1ty Ave Munc1e,IN 47308 Bened1ct1ne College Street Atchison, KS 66002 2800 1020 B1ola Un1vers1ty 13800 La M1rada,CA 90639 Total. 601 W Bethel Street North 2nd North .....3a 380,000 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Brookings Inst1tut1on 177 5 Massachusetts Avenue NW Washington, DC 20036 NONE PC EDUCATIONAL PROGRAMS 100,000 Brooklyn Law School 250 Joralemon St New York, NY 11201 NONE PC EDUCATIONAL PROGRAMS 150,000 Buena V 1sta U n1vers1ty Street Storm Lake, IA 50588 NONE PC EDUCATIONAL PROGRAMS 2,500 Cal1forn1a State U n1vers1ty 401 Golden Shore Long Beach, CA 90802 NONE PC EDUCATIONAL PROGRAMS 41,000 Calvin Coolidge Memorial Inc 43 Messer Hill Rd Plymouth, VT 05056 Foundation NONE PC GENERAL OPE RATING SUPPORT 25,000 Capital Research Center Street NW Washington, DC 20036 1513 16th NONE PC GENERAL OPE RATING SUPPORT 10,000 Alford Park NONE PC EDUCATIONAL PROGRAMS 14,000 NONE PC EDUCATIONAL PROGRAMS NONE PC EDUCATIONAL PROGRAMS 12,500 Center for Independent Thought 1420 Walnut St Suite 1011 P h1ladelph1a, PA 19102 NONE PC EDUCATIONAL PROGRAMS 80,000 Central Carolina Community Foundation 1105 Kelly Dr Sanford, NC 27330 College NONE PC EDUCATIONAL PROGRAMS 5,000 Central M 1ch1gan U n1vers1ty Foust Hall Mount Pleasant, MI 48859 251 NONE PC EDUCATIONAL PROGRAMS 2,000 NONE PC EDUCATIONAL PROGRAMS 10,000 Charleston Southern U n1vers1ty 9200 Un1vers1ty Boulevard Charleston, SC 29406 NONE PC EDUCATIONAL PROGRAMS 8,000 Chestnut Hill College 9601 Germantown Avenue P h1ladelph1a, PA 19118 NONE PC EDUCATIONAL PROGRAMS 5,000 Carthage College 2001 Drive Kenosha, WI 53140 610 W Fourth Cato Institute 1000 Massachusetts Avenue NW Washington, DC 20001 Cedarville Street Cedarville, Un1vers1ty OH 45314 Chapman Un1vers1ty Drive Orange, CA 92866 Total. 251 North Main 1,110,000 1 U n1vers1ty .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager or substantial contributor (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Christopher Newport U n1vers1ty Avenue of the Arts Newport News,VA 236062998 1 NONE PC EDUCATIONAL PROGRAMS 27,000 NONE PC EDUCATIONAL PROGRAMS 6,500 165 NONE PC EDUCATIONAL PROGRAMS 70,000 500 E NONE PC EDUCATIONAL PROGRAMS 27,000 NONE PC EDUCATIONAL PROGRAMS 55,000 NONE PC EDUCATIONAL PROGRAMS 15,000 Colgate Un1vers1ty 13 Oak Drive Hamilton, NY 13346 NONE PC EDUCATIONAL PROGRAMS 2,200 College of Charleston 66 George Street Charleston, SC 29424 NONE PC EDUCATIONAL PROGRAMS 40,000 College of Coastal Georgia Foundation One College Drive Brunswick, GA 31520 NONE PC EDUCATIONAL PROGRAMS 4,000 College of the Sequoias 915 S Mooney Blvd V 1sal1a, CA 932772214 NONE PC EDUCATIONAL PROGRAMS 6,000 College ofW1ll1am and Mary PO Box 8795 W1ll1amsburg, VA 231878795 NONE PC EDUCATIONAL PROGRAMS 29,960 Compet1t1ve Enterprise Institute 1899 LStreetNW Floor 12 Washington, DC 20036 NONE PC EDUCATIONAL PROGRAMS 35,000 Corban Un1vers1ty Drive SE Salem, OR 97317 NONE PC EDUCATIONAL PROGRAMS 4,000 Claflin Un1vers1ty 400 Magnolia Street Orange burg, SC 29115 Claremont Graduate U n1vers1ty ElOthSt Claremont,CA 91711 Claremont McKenna College 9th St Claremont,CA 917116400 Clemson U n1vers1ty Grants Contracts Adm1n1strat1on Brackett Hall Rm 321 Clemson, SC 296345355 Coastal Carolina U n1vers1ty 261954 Conway, SC 295286054 Cornerstone Nevada Detroit, MI Deer Park 6861 East NONE PC EDUCATIONAL PROGRAMS 10,000 2500 Cal1forn1a NONE PC EDUCATIONAL PROGRAMS 300,000 48234 C re1ghton U n1vers1ty Plaza Omaha,NE 68178 Total. Foundation 5000 Schools PO Box .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants and Contributions If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Daily Caller News Foundation 17th St NW Suite 900 Washington, DC 20036 NONE PC GENERAL OPE RATING SUPPORT 80,000 NONE PC GENERAL OPE RATING SUPPORT 50,000 NONE PC EDUCATIONAL PROGRAMS 40,000 NONE PC EDUCATIONAL PROGRAMS 18,000 Elizabethtown College One Alpha Drive El1zabethtown,PA 17022 NONE PC EDUCATIONAL PROGRAMS 3,000 Emergent Order LLC 3820 Congress Ave Bu1ld1ng 2 Aust1n,TX 78704 NONE NC GENERAL OPE RATING SUPPORT Emory Un1vers1ty 201 Dowman Dr Atlanta, GA 30322 NONE PC EDUCATIONAL PROGRAMS 6,000 Emporia State U n1vers1ty Foundation 1500 Highland Street Emporia,KS 668015018 NONE PC EDUCATIONAL PROGRAMS 4,500 Eureka College 300 East College A venue Eureka,IL 61530 NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC GENERAL OPE RATING SUPPORT NONE PC GENERAL OPE RATING SUPPORT NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC EDUCATIONAL PROGRAMS 6,000 NONE PC EDUCATIONAL PROGRAMS 42,000 NONE PC EDUCATIONAL PROGRAMS 626,247 Donors Trust Alexandria,VA 1050 1800 Diagonal 22314 Duke Un1vers1ty 2200 Suite 710 Durham, NC 27705 W Main St Eleutheria Institute 18131 Court Fort Myers, FL 33908 Fab Lab Tulsa Inc A venue Tulsa,OK 74104 Parkridge South 710 S Lewis Federalist Society 1015 Stu1te425 Washington, DC 20036 Ferns State U n1vers1ty Street Big Rap1ds,MI 49307 Florida Atlantic Glades Rd Boca Raton,FL 18th St NW 119South U n1vers1ty 777 500,000 8,000 265,000 33431 Florida Gulf Coast U n1vers1ty FGC U Blvd South Fort Myers, FL 33965 Florida State U n1vers1ty Bldg 113 Collegiate Loop Tallahassee,FL 32306 Total. St 10501 160 Bellamy .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Florida Southern College Hollingsworth Dr Lakeland, FL 338015698 111 Lake NONE PC EDUCATIONAL Foundation for Const1tut1onal Government 350 West 42nd Street Suite 37C New York, NY 10036 NONE PC GENERAL OPE RATING SUPPORT 300,000 Foundation for Economic 30 S Broadway Ave Irvington, NY 10533 NONE PC GENERAL OPE RATING SUPPORT 31,000 Foundation for I nd1v1dual Rights 1n Education 601 Walnut Street Suite 510 P h1ladelph1a, PA 19106 NONE PC GENERAL OPE RATING SUPPORT 75,000 Fraser I nst1tute 4 Floor 1770 Burrard St Vancouver, BC V6J3G7 CA NONE PC EDUCATIONAL Free Congress Foundation Washington Street Suite 207 Alexandria,VA 22314 NONE PC GENERAL OPE RATING SUPPORT 25,000 Freedom Trust 130 Green Lane Greens burg, PA 15601 NONE PC GENERAL OPE RATING SUPPORT 26,000 Frontiers of Freedom I nst1tute MaJect1c Lane Suite 380 Fairfax, VA 22033 NONE PC EDUCATIONAL PROGRAMS 75,000 George Fox U n1vers1ty 414 N Meridian Street Newberg,OR 97132 NONE PC EDUCATIONAL PROGRAMS 10,000 George Mason U n1vers1ty Foundation 4400 Un1vers1ty Dr MS 3A3 Fairfax, VA 22030 NONE PC EDUCATIONAL PROGRAMS George Washington U n1vers1ty 21st Street NW Suite 612 Washington, DC 20052 805 NONE PC EDUCATIONAL PROGRAMS 60,000 Georgia College & State U n1vers1ty Campus Box 96 M 1lledgev1lle, GA 31061 NONE PC EDUCATIONAL PROGRAMS 24,500 Georgia Gwinnett College Foundation 1000 Un1vers1ty Center Lane Lawrenceville, GA 30043 NONE PC EDUCATIONAL PROGRAMS 7,000 Georgia State U n1vers1ty Plaza 217 Alumni Hall Atlanta, GA 30303 NONE PC EDUCATIONAL PROGRAMS 21,000 NONE PC EDUCATIONAL PROGRAMS 36,500 Education 901 N 4094 U n1vers1ty Grove City College 100 Campus Drive Grove City, PA 16127 Total. PROGRAMS PROGRAMS .....3a 200,000 300,000 11,831,161 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager contributor or substantial (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Gustavus Adolphus College College Avenue StPeter,MN 56082 800 W NONE PC EDUCATIONAL PROGRAMS 7,000 Hampden-Sydney College PO Box 128 Hampden Sydney, VA 23943 NONE PC EDUCATIONAL PROGRAMS 21,000 Hampton U n1vers1ty 114 Wigwam Bldg Hampton,VA 23668 NONE PC EDUCATIONAL PROGRAMS 8,000 Harding Un1vers1ty 915 E Market A venue Se a re y, A R 7 2 14 3 NONE PC EDUCATIONAL PROGRAMS 5,000 High Point Un1vers1ty 833 Montl1eu Ave High Point, NC 27262 NONE PC EDUCATIONAL PROGRAMS 8,000 Hillsdale College 33 E College Hillsdale, MI 49242 NONE PC EDUCATIONAL PROGRAMS 35,000 Hofstra U n1vers1ty 121 Hofstra U n1vers1ty Room 256 Hempstead, NY 11549 NONE PC EDUCATIONAL PROGRAMS 3,000 Hollins Un1vers1ty PO Box 9658 Roanoke, VA 24020 NONE PC EDUCATIONAL PROGRAMS 6,000 Hope College 100 E 8th St Ste 280 Holland, MI 49423 NONE PC EDUCATIONAL PROGRAMS 17,000 Houghton College 1 Willard Ave Houghton, NY 14744 NONE PC EDUCATIONAL PROGRAMS 6,700 Houston Baptist U n1vers1ty Fondren Road Houston, TX 77074 NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC EDUCATIONAL PROGRAMS 291,500 NONE PC EDUCATIONAL PROGRAMS 13,500 NONE PC EDUCATIONAL PROGRAMS NONE PC EDUCATIONAL PROGRAMS Street 7502 I nd1ana U n1vers1ty Foundation Box 500 Bloomington, IN 47402 PO I nst1tute for Faith Work and Economics 8400 Westpark Drive Suite 100 McLean,VA 22102 I nst1tute for Humane Studies Fairfax Drive Suite 440 Arl1ngton,VA 22201 3301 I nst1tute of World P ol1t1cs 1521 Street NW Washington, DC 20036 Total. N 16th .....3a 4,866,000 25,000 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year International Society for Ind1v1dual Liberty 237 Kearny St Suite 120 San Francisco, CA 94108 NONE PC GENERAL OPE RATING SUPPORT Iowa State U n1vers1ty 3609 Adm1n1strat1ve Services Bu1ld1 Ames,IA 50011 NONE PC EDUCATIONAL Jack M 1ller Center 3 Bala Plaza West Suite 401 Bala Cynwyd, PA 19004 NONE PC GENERAL OPE RATING SUPPORT Jacksonville State U n1vers1ty Foundation 700 Pelham Road North Jacksonville, AL 36265 NONE PC EDUCATIONAL PROGRAMS 7,000 James Madison Institute Duval Street Tallahassee, FL 32301 100 North NONE PC EDUCATIONAL PROGRAMS 40,000 Festival NONE PC EDUCATIONAL PROGRAMS 26,000 College NONE PC EDUCATIONAL PROGRAMS 18,000 7 Mayfair NONE PC EDUCATIONAL PROGRAMS 5,000 West NONE PC EDUCATIONAL PROGRAMS 6,000 353 E Six NONE PF GENERAL OPE RATING SUPPORT NONE PC EDUCATIONAL PROGRAMS 8,000 Kenyon College 101 Scott Ln Gambier, OH 43022 NONE PC EDUCATIONAL PROGRAMS 12,000 King's College London WC2R 2LS WC2R 2LS UK NONE NC EDUCATIONAL PROGRAMS 5,000 LaGrange College 601 Broad St Lagrange, GA 30240 NONE PC EDUCATIONAL PROGRAMS 5,000 Lake Forest College 555 N Sheridan Road Lake Forest, IL 60045 NONE PC EDUCATIONAL PROGRAMS 9,000 James Madison U n1vers1ty Suite 1100 MSC 54206 Ha rnsonburg, VA 22807 James Sprunt Community 133 James Sprunt Drive Kenansville, NC 28349 James Wilson Institute Lane Westport, CT 06880 John Brown U n1vers1ty 2000 U n1vers1ty Street 72761 Siloam Springs,AR John W1ll1am Pope Center Forks Road Suite 200 Raleigh, NC 27609 Kennesaw State U n1vers1ty Chastain Rd Kennesaw, GA 30144 Total. 1000 Strand London PROGRAMS .....3a 7,000 23,000 40,000 10,000 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager contributor or substantial (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Lakeland College PO Box 359 Sheboygan, WI 530820359 NONE PC EDUCATIONAL PROGRAMS 3,000 Leadership Program of the Rockies 1777 South Harrison Street Suite 807 Denver, CO 80210 NONE PC EDUCATIONAL PROGRAMS 1,500 Lebanon Valley College Advancement 101 N College Ave Annv1lle,PA 17003 NONE PC EDUCATIONAL PROGRAMS 5,500 Lee Un1vers1ty 1120 North Ocoee St Cleveland, TN 37320 NONE PC EDUCATIONAL PROGRAMS 8,500 Liberty on the Rocks 621443 Littleton, CO 80162 NONE PC GENERAL OPE RATING SUPPORT 15,000 12,000 Office of PO Box Liberty U n1vers1ty 1971 Blvd GH1605 Lynchburg, VA 24515 Un1vers1ty NONE PC EDUCATIONAL Lincoln Labs Action Inc Braddock Court San Jose, CA 95125 1742 NONE NC GENERAL OPE RATING SUPPORT L1ndenwood U n1vers1ty K1ngsh1ghway St Charles, MO 63301 209 S NONE PC EDUCATIONAL PROGRAMS 10,000 NONE PC EDUCATIONAL PROGRAMS 4,000 Lipscomb U n1vers1ty Park Drive Swang 208 Nashville, TN 37204 1 U n1vers1ty PROGRAMS 180,000 Loyola Un1vers1ty 1032 Rd Ch1cago,IL 60660 WSheridan NONE PC EDUCATIONAL PROGRAMS 23,068 Malone Un1vers1ty 2600 Avenue NW Canton,OH 44709 Cleveland NONE PC EDUCATIONAL PROGRAMS 4,500 Manhattan Institute for Policy Research 52 Venderb1lt Avenue 3rd Floor New York, NY 10017 NONE PC EDUCATIONAL PROGRAMS Manhattanv1lle Purchase St Purchase, NY NONE PC EDUCATIONAL PROGRAMS 6,500 NONE PC EDUCATIONAL PROGRAMS 49,990 NONE PC EDUCATIONAL PROGRAMS 92,700 College 2900 10577 Massachusetts I nst1tute of Technology 77 Massachusetts Cambridge, MA 02139 McGill 155,000 Un1vers1ty Ave 84 5 Sherbrooke St w Montreal, CA Total. Quebec H3A OG4 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year McKendree Road Lebanon,IL Unv1ers1ty 701 College NONE PC EDUCATIONAL 4205 NONE PC RETURN OF PARTIALLY UNUSED FUNDS -1,300 Coleman NONE PC EDUCATIONAL PROGRAMS 20,500 NONE PC EDUCATIONAL PROGRAMS 5,000 M etropol1tan State U n1vers1ty Denver Foundation 1512 Larimer Street Suite 900 Campus Box 14 Denver, CO 802178424 NONE PC EDUCATIONAL PROGRAMS 15,000 M 1ch1gan State U n1vers1ty Chestnut Rd Rm 5304 East Lans1ng,MI 48825 NONE PC EDUCATIONAL PROGRAMS 20,000 NONE PC EDUCATIONAL PROGRAMS 9,550 NONE PC EDUCATIONAL PROGRAMS 9,000 M 1ss1ss1pp1 State U n1vers1ty PO Box 6149 M1ss1ss1pp1 State,MS 39762 NONE PC EDUCATIONAL PROGRAMS 22,000 Montana State Un1vers1ty - Bozeman Dept of Agricultural Economics PO Box 172920 Bozeman, MT 59717 NONE PC EDUCATIONAL PROGRAMS 14,500 M ontcla1r State U n1vers1ty Foundation 1 Normal Avenue Montcla1r,NJ 07043 NONE PC EDUCATIONAL PROGRAMS 13,000 Mount Holyoke College 50 College St South Hadley, MA 01075 NONE PC EDUCATIONAL PROGRAMS 5,000 M ov1ng P 1cture I nst1tute Greenwich St New York, NY 10013 375 NONE PC EDUCATIONAL PROGRAMS 6,500 Murray State U n1vers1ty Center Murray,KY 42071 102 Cums NONE PC EDUCATIONAL PROGRAMS 9,942 Musical Elements 5230 Apache Hills Trail Tuscon,AZ 85750 North NONE PC GENERAL OPE RATING SUPPORT 8,000 62254 McNeese State Un1vers1ty Ryan St Lake Charles, LA 70605 MercerUn1vers1ty A venue Macon, GA 31207 1400 M ethod1st U n1vers1ty 5400 St Fayetteville, NC 28311 Ramsey 842 M 1ddle Tennessee State U n1vers1ty Foundation Wood-Stegall Center Box 125 Murfreesboro, TN 37132 M1ll1k1n Un1vers1ty Street Decatur, IL 62522 Total. PROGRAMS 1184 West Main .....3a 20,000 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Network of E nl1ghtened Women Dean Road Ind1anapol1s, IN 46220 6501 NONE PC GENERAL OPE RATING SUPPORT New York Un1vers1ty 19 W4th New York, NY 10012 Street NONE PC EDUCATIONAL PROGRAMS 35,500 North Carolina State U n1vers1ty Director of Corporate Fdn Relat10 2801 Founders Drive Raleigh, NC 276957229 NONE PC EDUCATIONAL PROGRAMS 17,579 North Dakota State U n1vers1ty 1000 PO Box 6050 Fargo, ND 581086050 NONE PC EDUCATIONAL PROGRAMS 27,500 North Park U n1vers1ty Foster A venue Ch1cago,IL 60625 Dept 4,000 3225 West NONE PC EDUCATIONAL PROGRAMS 17,000 Northern Ill1no1s U n1vers1ty West Lincoln Hwy Dekalb,IL 601152828 1425 NONE PC EDUCATIONAL PROGRAMS 11,000 623 NONE PC EDUCATIONAL PROGRAMS 8,000 10 1 7th NONE PC EDUCATIONAL PROGRAMS 10,000 NONE PC EDUCATIONAL PROGRAMS 5,000 Oglethorpe U n1vers1ty 4484 Peachtree Rd NE Atlanta, GA 30319 NONE PC EDUCATIONAL PROGRAMS 5,000 O h10 State U n1vers1ty & Foundation 154 W 12th Ave Columbus, OH 43210 NONE PC EDUCATIONAL PROGRAMS 132,000 O h10 U n1vers1ty Foundation U n1vers1ty Athens,OH 45701 NONE PC EDUCATIONAL PROGRAMS 52,228 O pportun1t1es A lternat1ves and 10640 Page Avenue Resources Suite 250 Fairfax, VA 22030 NONE PC GENERAL OPE RATING SUPPORT 4,633 Oxford College at Emory U n1vers1ty 118 Few Circle Oxford, GA 30054 NONE PC EDUCATIONAL PROGRAMS 5,000 Patrick Henry College 10 Patrick H en ry C I re Ie P urcellv1l le, VA 20132 NONE PC EDUCATIONAL PROGRAMS 68,500 Northwest Holly St Nampa,ID Nazarene U n1vers1ty 83686 Northwestern College - Iowa Street SW Orange C1ty,IA 51041 Northwestern Oklahoma 0 K-14 Alva,OK 73717 Total. State 709 1 0 h10 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Pennsylvania State U n1vers1ty U n1vers1ty Park State College, PA 16801 NONE PC EDUCATIONAL PROGRAMS 10,000 Presbyterian Street Cl1nton,SC NONE PC EDUCATIONAL PROGRAMS 3,000 P rov1dence C allege Sowa Hall 236 P rov1dence, RI 02918 NONE PC EDUCATIONAL PROGRAMS 12,500 P ubl1c C ho1ce Society Carolina U n1vers1ty Cullowhee,NC 28723 Western NONE NC GENERAL OPE RATING SUPPORT 10,500 Purdue Un1vers1ty 403 WState Street West Lafayette, IN 47907 NONE PC EDUCATIONAL PROGRAMS 84,000 Radford Un1vers1ty PO Box 6952 Radford, VA 24142 NONE PC EDUCATIONAL PROGRAMS 7,500 Reason Foundation 57 37 Mes mer A venue Los Angeles, CA 90230 NONE PC GENERAL OPE RATING SUPPORT Reason I nd1v1dua l1sm Freedom Institute 9400 S Darnen Ave Ch1cago,IL 60643 NONE PC EDUCATIONAL PROGRAMS 2,000 Regent Un1vers1ty 1000 Regent U n1vers1ty Drive VI rg1n1a Beach, VA 234649800 NONE PC EDUCATIONAL PROGRAMS 45,500 Remnant Foundation Way Mount Pleasant,SC NONE PF GENERAL OPE RATING SUPPORT 15,000 NONE PC EDUCATIONAL PROGRAMS 20,000 NONE PC EDUCATIONAL PROGRAMS 3,500 Robert Morris U n1vers1ty 6001 U n1vers1ty Boulevard Moon Township, PA 151081189 NONE PC EDUCATIONAL PROGRAMS 9,000 Rochester Institute of Technology 92 Lomb Drive Rochester, NY 14623 NONE PC EDUCATIONAL PROGRAMS 5,000 Rockford Un1vers1ty Street Rockford, IL 61108 NONE PC EDUCATIONAL PROGRAMS 11,000 College 50 3 Broad 29325 3167 SonJa 29466 Rensselaer Polytechnic 110 8th St Troy, NY 12180 Institute Roanoke College 221 College Salem, VA 24153 Total. 10,000 5050 Lane East State .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Rogers State U n1vers1ty Foundation 1701 West Will Rogers Boulevard Claremore, OK 74017 NONE PC EDUCATIONAL PROGRAMS 6,500 Rutgers U n1vers1ty Foundation College Avenue W1nants Hall New Brunswick, NJ 08901 NONE PC EDUCATIONAL PROGRAMS 6,000 NONE PC GENERAL OPE RATING SUPPORT NONE PC EDUCATIONAL PROGRAMS 5,000 Camden NONE PC EDUCATIONAL PROGRAMS 23,000 Lane NONE PC GENERAL OPE RATING SUPPORT 2,000 NONE PC EDUCATIONAL PROGRAMS 6,500 Samford Un1vers1ty ATTN Art Carden DBH 314 B1rm1ngham, AL 35229 NONE PC EDUCATIONAL PROGRAMS 10,000 San Diego State U n1vers1ty Research Foundation 5250 Campanile Drive San Diego, CA 92182 NONE PC EDUCATIONAL PROGRAMS 14,000 NONE PC EDUCATIONAL PROGRAMS 3,000 NONE PC EDUCATIONAL PROGRAMS 15,000 NONE PC EDUCATIONAL PROGRAMS 11,000 NONE PC EDUCATIONAL PROGRAMS 10,000 Society for the Development of Austrian Economics 7708 Queens Garden Dallas, TX 75248 NONE PC GENERAL OPE RATING SUPPORT Southern I ll1no1s U n1vers1ty Lincoln Drive Carbondale,IL 62901 NONE PC EDUCATIONAL Ryan Foundation 805 Wayne,PA 19087 Brower Road Saint Francis U n1vers1ty Loretto, PA 15940 PO Box 600 Salisbury U n1vers1ty 1101 A venue Sal1sbury,MD 218016860 Salvation Army Alexandria,VA 7 615 Slaters 22313 Sam Houston State U n1vers1ty Box 2392 H untsv1lle, TX 77341 San Jacinto College Road Houston, TX 77049 5800 Sarah Lawrence College Bronxville, NY 10708 Uvalde 1 Mead Way Seton Hall U n1vers1ty 400 Orange Avenue South Orange,NJ 07079 Shasta College Foundation 496006 Redding, CA 96049 Total. PO South PO Box 1263 PROGRAMS .....3a 30,000 3,500 14,750 31,874,705 Form 990PF Part XV Line 3 - Grants and Contributions If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) show any relat1onsh1p to any foundation manager contributor or substantial (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Southern M ethod1st U n1vers1ty Box 750100 Dallas, TX 75275 NONE PC EDUCATIONAL PROGRAMS 3050 NONE PC EDUCATIONAL PROGRAMS 4,000 518WLocust NONE PC EDUCATIONAL PROGRAMS 12,000 W NONE PC EDUCATIONAL PROGRAMS 8,000 St Cloud State U n1vers1ty Foundation 720 4th Avenue South Saint Cloud, MN 563014498 NONE PC EDUCATIONAL PROGRAMS 6,000 St Edwards U n1vers1ty Congress Ave Aust1n,TX 78704 3001 S NONE PC EDUCATIONAL PROGRAMS 5,500 St John Fisher College A venue Rochester, NY 14618 3690 East NONE PC EDUCATIONAL PROGRAMS 7,000 Utopia NONE PC EDUCATIONAL PROGRAMS 46,500 2 3 Romoda NONE PC EDUCATIONAL PROGRAMS 15,300 St Mary's College of Maryland Foundation 18952 E Fisher Rd Sa1t Marys City, MD 20686 NONE PC EDUCATIONAL PROGRAMS 4,500 St Vincent College 300 Frasor Purchase Road Latrobe, PA 15650 NONE PC EDUCATIONAL PROGRAMS 15,000 Stanford U n1vers1ty 616 Serra Street 100 Enc1na Hall West Stanford, CA 94305 NONE PC EDUCATIONAL PROGRAMS 40,000 State Un1vers1ty of New York Plattsburgh PO Box 9 Albany,NY 12201 NONE PC EDUCATIONAL PROGRAMS 14,000 Stephen FA ust1n State U n1vers1ty Office of the Controller PO Box 13035 SFA Station Nacogdoches, TX 75962 NONE PC EDUCATIONAL PROGRAMS 24,000 NONE PC EDUCATIONAL PROGRAMS 20,000 Southwestern Law School W1lsh1re Blvd Los Angeles, CA 90010 St Ambrose U n1vers1ty Street Davenport, IA 52803 St Bonaventure State Road St Bonaventure, U n1vers1ty NY St Johns U n1vers1ty Parkway Queens, NY 11439 PO 3261 14778 8000 St Lawrence U n1vers1ty Drive Canton, NY 13617 Stoneh1II College 320 Washington North Easton, MA 02357 Total. 192,000 St .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager or substantial contributor (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Strata Policy Inc 255 S Main St Suite 100 Logan, UT 84321 NONE PC GENERAL OPE RATING SUPPORT Suffolk Un1vers1ty 8 Ashburton Boston, MA 021082770 NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC EDUCATIONAL PROGRAMS 7,000 NONE PC GENERAL OPE RATING SUPPORT 100,000 NONE PC GENERAL OPE RATING SUPPORT 425,000 NONE PC EDUCATIONAL 900 NONE PC GENERAL OPE RATING SUPPORT Texas State U n1vers1ty - San Marcos 601 Un1vers1ty Drive JC K4 20 San M a re o s, TX 78666 NONE PC EDUCATIONAL PROGRAMS 8,000 Texas Tech U n1vers1ty - Foundation Box41034 Lubbock, TX 794091034 NONE PC EDUCATIONAL PROGRAMS 16,000 The Catholic Un1vers1ty of America 9200 Un1vers1ty Blvd Charleston, SC 29406 NONE PC EDUCATIONAL PROGRAMS 610,000 The College of New Jersey Pennington Rd Ewing, NJ 08628 NONE PC EDUCATIONAL PROGRAMS 16,000 The Curators of the Un1vers1ty of Missouri PO Box 807012 Kansas C1ty,MO 64180 NONE PC EDUCATIONAL PROGRAMS 5,000 The Foundation for Grossmont Cuyamaca Colleges 8800 Grossmont College Drive El CaJon,CA 92020 NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC GENERAL OPE RATING SUPPORT 30,000 NONE PC GENERAL OPE RATING SUPPORT 200,000 Susquehanna U n1vers1ty U n1vers1ty Avenue Sel1 nsgrove, PA 17870 Place 514 Tal1es1n Nexus 3328 OakhurstAve A pt 204 Los Angeles, CA 90034 Tax Foundation 529 14th Street Suite 420 Washington, DC 20045 NW Texas A&M U n1vers1ty Foundation 401 George Bush Dr College Station, TX 77840 Texas Public Policy Foundation Congress Ave Suite 400 Aust1n,TX 78701 2000 The Fund for American Studies New Hampshire Ave NW Washington, DC 20009 The Heritage Foundation 214 Massachusetts Avenue NE Washington, DC 200024999 Total. & 1706 PROGRAMS .....3a 1,120,000 84,000 200,000 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager contributor or substantial Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year The Undercurrent TU Publ1cat1ons Inc 514 Daniels Street Raleigh, NC 27605 NONE PC GENERAL OPE RATING SUPPORT 14,000 Tower Foundation of San Jose State One Washington Square San Jose, CA 95192 NONE PC GENERAL OPE RATING SUPPORT 30,000 Towson U n1vers1ty Foundation York Road Baltimore, MD 212520001 NONE PC EDUCATIONAL PROGRAMS 6,000 NONE PC EDUCATIONAL PROGRAMS 13,000 Troy U n1vers1ty Foundation 2472 Adams Adm1n1strat1on Bldg Troy, AL 36082 NONE PC EDUCATIONAL PROGRAMS 298,500 U n1vers1ty Enterprises Corporation 5500 Un1vers1ty Parkway San Bernardino, CA 92407 NONE PC EDUCATIONAL PROGRAMS 10,500 U n1vers1ty of Arizona Foundation 1111 North Cherry A venue PO Box 210109 Tucson,AZ 857210109 NONE PC EDUCATIONAL PROGRAMS 23,500 U n1vers1ty of Arkansas Foundation 535 Research Center Blvd STE 120 Fayetteville, AR 72701 NONE PC EDUCATIONAL PROGRAMS 30,000 Un1vers1ty ofCal1forn1a Aldrich Hall 5 I rv1ne, CA 92697 NONE PC EDUCATIONAL PROGRAMS 10,000 Un1vers1ty of Central Arkansas Foundation 201 Donaghey Avenue 72035 Conway,AR NONE PC EDUCATIONAL PROGRAMS 6,500 U n1vers1ty of C h1cago 1643 Berwyn 60640 Ch1cago,IL NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC EDUCATIONAL PROGRAMS 6,000 Trinity College 300 Summit Hartford, CT 06106 U n1vers1ty of Colorado 1800 Grant Street 725 Denver, CO 8000 Street - Irvine 510 W Foundation 80203 U n1vers1ty of Connecticut Whitney Road Extension Unit 1133 Storrs, CT 06269 438 NONE PC EDUCATIONAL PROGRAMS 2,500 U n1vers1ty of Dallas Northgate Dr I rv1ng, TX 75062 E NONE PC EDUCATIONAL PROGRAMS 16,000 300 College NONE PC EDUCATIONAL PROGRAMS 20,000 U n1vers1ty of Dayton Park Dayton, OH 45469 Total. 1845 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager contributor or substantial (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year U n1vers1ty of Georgia Ave Suite 100 Athens, GA 30602 394 SM 1lledge NONE PC EDUCATIONAL PROGRAMS NONE PC EDUCATIONAL PROGRAMS 119,500 of NONE PC EDUCATIONAL PROGRAMS 18,500 116 NONE PC EDUCATIONAL PROGRAMS 5,000 NONE PC EDUCATIONAL PROGRAMS 13,500 NONE PC EDUCATIONAL PROGRAMS 6,500 U n1vers1ty of M 1ss1ss1pp1 PO Box 1848 U n1vers1ty, MS 38677 NONE PC RETURN OF PARTIALLY UNUSED FUNDS -4,136 Un1vers1ty of Missouri - Columbia Pol1t1cal Science Department 113 P rofess1onal Bldg Columb1a,MO 65211 NONE PC EDUCATIONAL PROGRAMS 36,000 NONE PC EDUCATIONAL PROGRAMS 6,000 Foundation NONE PC EDUCATIONAL PROGRAMS 15,000 - Chapel NONE PC EDUCATIONAL PROGRAMS 139,100 U n1vers1ty of Kentucky Limestone St Lexington, KY 40508 550 S U n1vers1ty of Lou1sv1lle Business Lou1sv1lle, KY 40292 College Un1vers1ty of Maine - Machias O Brien A venue Machias, ME 04654 U n1vers1ty of Maryland - Baltimore County 1000 Hilltop Circle 319 P ubl1c P ol1cy Bldg Baltimore, MD 21250 U n1vers1ty of M 1nnesota - Duluth U n1vers1ty Drive 21 Campus Center Duluth, MN 55812 10 U n1vers1ty of Nevada - Reno 1664 V1rg1n1a Street Reno, NV 895570208 U n1vers1ty of New Orleans 2021 Lakeshore Drive Suite 307 New Orleans, LA 70122 Un1vers1ty of North Carolina Hill 134 E Franklin Street CB 6115 Chapel H1ll,NC 275992200 N 9,000 Un1vers1ty of North Texas 13915 Denton, TX 762036915 PO Box NONE PC EDUCATIONAL PROGRAMS 3,000 U n1vers1ty of Notre Dame Eddy Street Suite 300 Notre Dame, IN 46556 12 51 N NONE PC EDUCATIONAL PROGRAMS 60,000 U n1vers1ty of Oklahoma A venue Hester Hall Room 329 Norman, OK 730190390 729Elm NONE PC EDUCATIONAL PROGRAMS 3,000 U n1vers1ty of Pittsburgh 371220 Pittsburgh, PA 15251 PO Box NONE PC EDUCATIONAL PROGRAMS 5,000 Total. .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions (home or show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year U n1vers1ty of Richmond Westhampton Way Richmond, VA 23173 28 U n1vers1ty of San Diego Park San Diego, CA 92110 5998 NONE PC EDUCATIONAL PROGRAMS 12,300 NONE PC EDUCATIONAL PROGRAMS 14,200 NONE PC EDUCATIONAL PROGRAMS 7,000 U n1vers1ty of South Florida Foundation 4202 E Fowler Avenue ALClOO Tampa, FL 33620 NONE PC EDUCATIONAL PROGRAMS 3,200 U n1vers1ty of St Thomas Montrose Blvd Houston, TX 77006 NONE PC EDUCATIONAL PROGRAMS 6,000 NONE PC EDUCATIONAL PROGRAMS 7,000 NONE PC EDUCATIONAL PROGRAMS 8,000 NONE PC EDUCATIONAL PROGRAMS 9,208 NONE PC EDUCATIONAL PROGRAMS 5,000 Un1vers1ty ofV1rg1n1a c/o UVA Office of Sponsored Program PO Box 400195 C harlottesv1lle, VA 22904 NONE PC EDUCATIONAL PROGRAMS 5,000 Un1vers1ty of Washington Box 351122 Seattle, WA 981059995 NONE PC RETURN OF PARTIALLY UNUSED FUNDS U n1vers1ty of West Florida Foundation Bu1ld1ng 12 11000 U n1vers1ty Parkway Pensacola, FL 32514 NONE PC EDUCATIONAL PROGRAMS 8,000 U n1vers1ty of W1scons1n Foundation Attn Rudie Fl1etner 1848 Un1vers1ty Avenue M ad1son, WI 53726 NONE PC EDUCATIONAL PROGRAMS 99,000 Utah State U n1vers1ty Hill Logan, UT 84322 NONE PC EDUCATIONAL PROGRAMS 65,000 NONE PC GENERAL SUPPORT Alcala Un1vers1ty of South Alabama U n1vers1ty Boulevard N M ob1le, AL 36688 3800 U n1vers1ty of Tampa 401 Kennedy Blvd Box M Tampa, FL 33606 U n1vers1ty of Tennessee 1001 Mcclung Tower Knoxville, TN 37996 307 West - Knoxville Un1vers1ty ofTexas y Aust1n,TX 78713 - Austin U n1vers1ty of Tulsa Tucker Drive Tulsa,OK 74104 800 South PO Box Campus 3500 O Id Main V1ct1ms of Communism Memorial 300 New Jersey Avenue Foundation NW Suite 900 Washington, DC 20001 Total. OPE RATING .....3a -2 ,0 0 3 65,905 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager or substantial contributor (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year V1rg1n1a M1l1tary Institute PO Box 932 Lexington, VA 24450 Foundation NONE PC EDUCATIONAL PROGRAMS 10,500 NONE PC EDUCATIONAL PROGRAMS 87,000 NONE PC EDUCATIONAL PROGRAMS 5,000 Washington College 300 Washington A venue Chestertown, MD 21620 NONE PC EDUCATIONAL PROGRAMS 10,000 Washington U n1vers1ty - St Louis One Brookings Drive StLou1s,MO 63130 NONE PC RETURN OF PARTIALLY UNUSED FUNDS Webber I nternat1onal U n1vers1ty 1201 N Scenic Hwy Babson Park, FL 33827 NONE PC EDUCATIONAL PROGRAMS 6,000 NONE PC EDUCATIONAL PROGRAMS 7,000 NONE PC EDUCATIONAL PROGRAMS 9,000 West Liberty U n1vers1ty Research Corporation 208 U n1vers1ty Drive College Union Box 129 West Liberty, WV 26074 NONE PC EDUCATIONAL PROGRAMS 10,000 West Texas Box NONE PC EDUCATIONAL PROGRAMS 14,500 PO Box NONE PC EDUCATIONAL PROGRAMS 239,025 NONE PC EDUCATIONAL PROGRAMS 16,000 NONE PC EDUCATIONAL PROGRAMS 15,000 NONE PC EDUCATIONAL PROGRAMS 7,000 NONE PC EDUCATIONAL PROGRAMS 3,000 Wake Forest U n1vers1ty 1834 Forest Road PO Box 7201 Winston Salem, NC 27109 Wake Technical Community Road 9101 Fayetteville Raleigh, NC 27603 Wellesley Wellesley, Wake College College 106 Central MA 02481 Wesleyan College 4 760 Road Macon, GA 31210 Street Forsyth A&M U n1vers1ty - 2,671 60187 Canyon, TX 79016 West V 1rg1n1a U n1vers1ty 6025 Morgantown, WV 265066025 Western Carolina U n1vers1ty U n1vers1ty Way 28723 Cullowhee,NC 1 Western Kentucky U n1vers1ty College Heights Blvd Bowling Green, KY 42101 1906 Western M 1ch1gan U n1vers1ty M1ch1gan Ave Kalamazoo, MI 49008 1903 Wingate U n1vers1ty PO Box 159 Wingate, NC 28174 Total. W .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions show any relat1onsh1p to any foundation manager or substantial contributor (home or Paid During the Year or Approved Foundation status of rec1p1ent for Future Purpose of grant or contribution Payment A mount a Paid dunng the year Winston-Salem State U n1vers1ty Martin Luther King Jr Drive Winston Salem, NC 27110 NONE PC EDUCATIONAL PROGRAMS 11,800 Winthrop Un1vers1ty 701 Oakland A venue Rock H1ll,SC 29733 NONE PC EDUCATIONAL PROGRAMS 4,500 Wofford College 429 N Church St Spartanburg, SC 29303 NONE PC EDUCATIONAL PROGRAMS 6,500 York College of Pennsylvania Country Club Road York, PA 17403 NONE PC EDUCATIONAL PROGRAMS 2,000 NONE PC GENERAL OPE RATING SUPPORT 192,350 NONE PC GENERAL OPE RATING SUPPORT 100,000 Young Americans for Liberty Foundation 3030 Clarendon Suite 200 Arl1ngton,VA 22201 Youth Entrepreneurs E37thStN Suite DlOl W1ch1ta, KS 67220 601 441 Blvd of Kansas 4111 American Council ofTrustees M Street NW Suite 802 Washington, DC 20036 1726 NONE PC Educational Grant 34,495 American Enterprise Institute 17TH Street NW Washington, DC 20036 1150 NONE PC Educational Grant 20,710 American Leg1s lat1ve E xc ha nge 1101 Vermont Ave NW llTHFloor Washington, DC 20005 NONE PC Educational Grant 130,640 American Spectator Foundation 1611 North Kent Street Suite 901 Arl1ngton,VA 22209 NONE PC Educational Grant 16,470 Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arl1ngton,VA 222013001 NONE PC Educational Grant 123,984 America's Future Foundation 16th Street NW Washington, DC 20036 NONE Educational Grant 6,000 1513 Atlas Economic Research 1201 L Street NW Floor 12 Washington, DC 20005 Foundation NONE PC Educational Grant 39,912 Ayn Rand Institute Parkway Suite 250 I rv1ne, CA 92606 Alton NONE PC Educational Grant 9,600 NONE PC Educational Grant 67,028 2121 Bill of Rights I nst1tute Rd Suite 200 Arl1ngton,VA 22203 Total. 200 N Glebe .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address and Contributions (home or business) show any relat1onsh1p to any foundation manager or substantial contributor Paid During the Year or Approved Foundation status of rec1p1ent Purpose of grant or contribution for Future Payment A mount a Paid dunng the year Capital Research Center St NW Washington, DC 20036 1513 16th NONE PC Educational Grant 4,800 NONE PC Educational Grant 34,390 NONE PC Educational Grant 9,600 Center for Compet1t1ve Pol1t1cs 124 South West Street Suite 201 Alexandria,VA 22314 NONE PC Educational Grant 9,941 Charles Koch I nst1tute 1320 Courthouse Rd Ste 500 Arl1ngton,VA 22201 N NONE PC Educational Grant 301 C1t1zens Against Government 1301 Pennsylvania Ave NW Suite 1075 Washington, DC 20004 Waste NONE PC Educational Grant 4,800 Collegians For a Constructive Tomorrow 3093 Lovell Ct Stillwater, MN 55082 NONE PC Educational Grant 3,812 Committee for a Constructive Tomorrow PO Box 65722 Washington, DC 20035 NONE PC Educational Grant 5,376 Compet1t1ve Enterprise Institute 1899 LStreetNW Floor 12 Washington, DC 20036 NONE PC Educational Grant 18,924 NONE PC Educational Grant 26,248 NONE PC Educational Grant 9,124 NONE PC Educational Grant 59,129 NONE PC Educational Grant 13,188 NONE PC Educational Grant 10,062 NONE PC Educational Grant 23,628 Cato Institute 1000 Massachusetts Avenue NW Washington, DC 20001 Cause of Action Ave Suite 650 Washington, DC 1919 Pennsylvania 20006 Daily Caller News Foundation 17th St NW Suite 900 Washington, DC 20036 1050 Ethics and Public Policy Center M Street NW Suite 910 Washington, DC 20036 1730 Franklin Center for Government Accountab1l1ty 1229 King Street Floor Alexandria,VA 22314 Free Market Environmental Brook Ford Road Burke, VA 22015 3rd Law 9033 George Washington U n1vers1ty 45155 Research Place 240V Ashburn,VA 20147 Institute for Energy Research 15th Street NNW900 Washington, DC 20005 Total. 1155 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants and Contributions If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) show any relat1onsh1p to any foundation manager or substantial contributor (home or Paid During the Year or Approved Foundation status of rec1p1ent Purpose of grant or contribution for Future Payment A mount a Paid dunng the year I nst1tute for Faith Work and Economics 8400 Westpark Drive Suite 100 McLean,VA 22102 NONE PC Educational Grant 23,464 NONE PC Educational Grant 64,169 Institute for Justice 901 N Glebe Road Suite 900 Arl1ngton,VA 22203 NONE PC Educational Grant 4,800 Institute to Reduce Spending Prince Street Alexandria,VA 22314 919 NONE PC Educational Grant 24,100 911 M NONE PC Educational Grant 4,800 NONE PC Educational Grant 52,112 NONE PC Educational Grant 11,300 National Right to Work Legal Defense and Education 8001 Braddock Road Suite 600 Springfield, VA 22150 NONE PC Educational Grant 6,365 National Taxpayers U n1on Foundation 108 North Alfred Street Alexandria,VA 22314 NONE PC Educational Grant 56,152 Network of E nl1ghtened Women Dean Road Ind1anapol1s, IN 46220 6501 NONE PC Educational Grant 15,600 Philanthropy Street NW Suite 601 Washington, M NONE PC Educational Grant 14,209 NONE PC Educational Grant 34,174 NONE PC Educational Grant 19,200 NONE PC Educational Grant 14,400 NONE PC Educational Grant 25,400 I nst1tute for Humane Studies Fairfax Drive Suite 440 Arl1ngton,VA 22201 Ladies of Liberty A ll1ance Street NW Suite A Washington, DC 20001 Leadership Institute 1101 Highland St Arl1ngton,VA 22201 3301 N Manhattan Institute for Policy Venderb1lt Avenue 3rd Floor New York, NY 10017 Roundtable DC 52 1730 20036 Reason Foundation 3415 Sepulveda Blvd Suite 400 Los Angeles, CA 90034 State Policy Network Fort Meyer Drive Arl1ngton,VA 22209 Sunshine Review 1739 H 1ghway Suite T-346 Charleston, SC 29412 S 1655 North Maybank Tax Foundation 529 14th Street Suite 420 Washington, DC 20045 Total. N NW .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year Tech Freedom 11 O M a ry Iand Ave N E Suite 407 Washington, DC 20002 NONE PC Educational Grant 24,250 The Federal 1st Society for Law and P ubl1c Studies 1015 18th Street NW Suite 425 Washington, DC 20036 NONE PC Educational Grant 6,312 The Fund for American Studies New Hampshire Ave NW Washington, DC 20009 NONE PC Educational Grant 9,600 NONE PC Educational Grant 4,800 V1ct1ms of Communism Memorial 300 New Jersey Avenue NW Suite 900 Washington, DC 20001 NONE PC Educational Grant 4,800 Young Americans for Liberty Foundation 3030 Clarendon Suite 200 Arl1ngton,VA 22201 NONE PC Educational Grant 64,470 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 2,400 The Young American's 11 O E Iden Street Suite A Herndon,VA 20170 Foundation Aaron Francis Reitz 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Ab1rMandal Suite 500 Arl1ngton,VA Adam Bartha Suite 500 Arl1ngton,VA Alex Reibman Suite 500 Arl1ngton,VA Allison Daniel Rd Suite 500 Arl1ngton,VA 1320 1706 Blvd N N Courthouse Rd 22201 1320 N Courthouse Rd 22201 1320 N Courthouse Rd 22201 1320 N Courthouse 22201 Amanda Swysgood 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Andrew Welch 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Angelo Curto Suite 500 Arl1ngton,VA 1320 N Courthouse 22201 Ann1ca Benning 1320 Rd Suite 500 Arl1ngton,VA 22201 Total. Rd N Courthouse .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year Anthony E Traina 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,000 Aurora Hudson 1320 Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 N Courthouse 1320 BenJam1n Joseph Musach10 Courthouse Rd Suite 500 Arl1ngton,VA 22201 BenJam1n Kurtis 1320 Rd Suite 500 Arl1ngton,VA 22201 N N Courthouse BenJam1n Mertens 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Bennett G Hamp1los 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Brandon Hershey 13 2 O N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Brandon Rudolph Davis 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Brennan Lee Mancil 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N NONE I Educational Grant 3,600 Brian Joseph Hoops 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 N NONE I Educational Grant 3,600 Cesar E Castellon 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Conner F Roth 1320 Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Caleb Randall Trotter 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Carolyn Kate Farrar 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Cassandra Whalen 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Total. N N N Courthouse .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Dongp1ng Jing 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Duncan Michael Edward Taylor N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Dustin R Lane 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 1320 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Conor Devine Suite 500 Arl1ngton,VA 1320 N Courthouse Rd 22201 Dane S Skorup 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse Daniel Rothschild 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Daniel Thayer Wo1slaw 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N DanJell Elgebrant 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Darren Nah 1320 N Courthouse Suite 500 Arl1ngton,VA 22201 David James Weisser 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Devon Beck Suite 500 Arl1ngton,VA 1320 Elia Peterson Suite 500 Arl1ngton,VA Erika Johnson Rd Suite 500 Arl1ngton,VA Total. N N Courthouse Rd 22201 Dm1try Vas1shchev 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Elaina Waters Rd Suite 500 Arl1ngton,VA Rd N 1320 N Courthouse 22201 1320 N Courthouse Rd 22201 1320 N Courthouse 22201 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Frits Henry Jonker 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Gaetano Venezia 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Garrett McMillan 1320 Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Ethan Roberts Rd Suite 500 Arl1ngton,VA 1320 N Courthouse 22201 Ethan Rutledge 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse Everet F Rummel 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 F1y1nfoluwa Elegbede 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Forrest G Barnwell 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Franco Galbo Suite 500 Arl1ngton,VA 1320 N Courthouse 22201 N Courthouse Ghanshyam Sharma 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Greg Weeks Suite 500 Arl1ngton,VA 1320 N N Courthouse Rd 22201 Haley M S1nkla1r 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse Hang La 1320 N Courthouse Suite 500 Arl1ngton,VA 22201 Harry L Arnold 1320 Rd Suite 500 Arl1ngton,VA 22201 Isaac Woodward 1320 Rd Suite 500 Arl1ngton,VA 22201 Total. Rd Rd N Courthouse N Courthouse .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year 1320 Isabela Christo Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 N Courthouse NONE I Educational Grant 3,600 N Courthouse NONE I Educational Grant 3,600 NONE I Educational Grant 3,000 Jordan N1J1Yah1ro 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Joseph Danaher 1320 Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Ivan Larsson Suite 500 Arl1ngton,VA 1320 N Courthouse N Courthouse Rd 22201 Jacob J Fishbeck 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Jacqueline M Derks 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 James Ward Suite 500 Arl1ngton,VA 1320 N N Courthouse 22201 Jeremy Lerman 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse Jesse D Backstrom 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Joanna James Samuel 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Joe McKinney Rd Suite 500 Arl1ngton,VA Jonah Bennett Rd Suite 500 Arl1ngton,VA 1320 N 22201 1320 22201 Jonathan R Nelson 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Joseph W Kent 1320 Rd Suite 500 Arl1ngton,VA 22201 Joshua D Waters 1320 Rd Suite 500 Arl1ngton,VA 22201 Total. Rd N N Courthouse N Courthouse N Courthouse .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Matthew Cannizzo 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Matthew Powers 1320 Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Natalie deMacedo 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Patrick Hannaford 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 N NONE I Educational Grant 3,600 N Courthouse NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Julia Morriss Suite 500 Arl1ngton,VA 1320 N Courthouse 22201 Julia Norgaard 1320 Rd Suite 500 Arl1ngton,VA 22201 Justin Bailey Suite 500 Arl1ngton,VA 1320 N Courthouse N Courthouse Rd 22201 Lauren Prichard 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse Mana Luisa Iribarren 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N N Courthouse Megan McAndrews 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Michael Diltz Farren 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Patrick Lewis O ett1ng 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Pierre-Guy Veer 1320 Rd Suite 500 Arl1ngton,VA 22201 Preston Cooper 1320 Rd Suite 500 Arl1ngton,VA 22201 N N Courthouse Rachael D0b1 1320 N Courthouse Suite 500 Arl1ngton,VA 22201 Total. Rd Rd .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year Raheem W1ll1ams 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Rebecca Schieber 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 Rebecca T Harns 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Rd NONE I Educational Grant 3,600 Rd NONE I Educational Grant 3,600 1320 Rehoboth Keteman Gesese Courthouse Rd Suite 500 Arl1ngton,VA 22201 Robert Hardy Suite 500 Arl1ngton,VA 1320 N N Courthouse Rd 22201 Robert Panzenbeck 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Ruben A Pacheco 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 Rudy Takala Suite 500 Arl1ngton,VA 1320 N Courthouse 22201 Russell Hooper 1320 Rd Suite 500 Arl1ngton,VA 22201 Ryan Smith Suite 500 Arl1ngton,VA Rd 1320 N Courthouse N Courthouse 22201 Sara Smith 1320 N Courthouse Suite 500 Arl1ngton,VA 22201 Sarah N Larson 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse NONE I Educational Grant 3,600 Shaun Gardiner 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 Steven Gordon 1320 Rd Suite 500 Arl1ngton,VA 22201 Tate Fegley Suite 500 Arl1ngton,VA Total. 1320 N Courthouse N Courthouse Rd 22201 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager contributor or substantial (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year Th1ago Talzz1a 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse NONE I Educational Grant 3,600 Thomas Savidge 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse NONE I Educational Grant 3,600 Timothy Zimmer 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 3,600 NONE I Educational Grant 900 NONE I Educational Grant 900 Rd NONE I Educational Grant 900 N Courthouse NONE I Educational Grant 900 NONE I Educational Grant 900 NONE I Educational Grant 900 NONE I Educational Grant 900 NONE I Educational Grant 900 Toluwan1 Mary Johnson 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 N Walker CT Mulley 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 W1ll1am Richard Walker 1320 Courthouse Rd Suite 500 Arl1ngton,VA 22201 Zachary Dawes 1320 Rd Suite 500 Arl1ngton,VA 22201 N N Courthouse Lon Ryan 1320 N Courthouse Suite 500 Arl1ngton,VA 22201 Rd Evgen1y Gentchev 1320 N Courthouse Rd Suite 500 Arl1ngton,VA 22201 David Mitch Suite 500 Arl1ngton,VA 1320 N Courthouse 22201 W1ll1am Shaghart 1320 Rd Suite 500 Arl1ngton,VA 22201 Matt Rutherford 1320 Rd Suite 500 Arl1ngton,VA 22201 Jayme Lemke Suite 500 Arl1ngton,VA 1320 Total. N Courthouse Rd 22201 Mana Paganelli 1320 Rd Suite 500 Arl1ngton,VA 22201 Nathan Ashby Rd Suite 500 Arl1ngton,VA N Courthouse 1320 N Courthouse N Courthouse 22201 .....3a 31,874,705 Form 990PF Part XV Line 3 - Grants Paid During the Year or Approved If rec1p1ent 1s an 1nd1v1dual, Rec1p1ent Name and address business) and Contributions Foundation status of rec1p1ent show any relat1onsh1p to any foundation manager or substantial contributor (home or Purpose of grant or contribution for Future Payment A mount a Paid dunng the year Ryan Israelsen 1320 Rd Suite 500 Arl1ngton,VA 22201 Emmett Steed 1320 Rd Suite 500 Arl1ngton,VA 22201 N Courthouse N Courthouse McKenzie Rees 1320 Rd Suite 500 Arl1ngton,VA 22201 Bonnie V 1llarreal 1320 Rd Suite 500 Arl1ngton,VA 22201 Jeremy Kidd Suite 500 Arl1ngton,VA Total. 1320 N Courthouse N Courthouse N Courthouse Rd NONE I Educational Grant 900 NONE I Educational Grant 900 NONE I Educational Grant 900 NONE I Educational Grant 900 NONE I Educational Grant 900 22201 .....3a 31,874,705 lefile GRAPHIC print - DO NOT PROCESS TY 2014 Accounting I As Filed Data - I DLN:934913210042251 Fees Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category ACCOUNTING FEES Amount Net Investment Income 19,397 Adjusted Net Income Disbursements Charitable Purposes for 19,397 lefile GRAPHIC print - DO NOT PROCESS Note: To capture the full content I As Filed Data - of this document, please I select DLN:93491321004225 landscape mode (11" x 8.5") when printing. TY 2014 Depreciation Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Description Property of Date Acquired OFFICE EQUIPMENT 2011-01-01 UNIMPROVED LAND 1988-05-13 Cost or Other Basis 16,635 3,377,694 Prior Years' Depreciation 8,329 Computation Method Life(# SL L Current Year's Depreciation Expense Rate/ of years) 5 3,327 922,000 Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included lefile I As GRAPHIC print - DO NOT PROCESS Note: To capture the full content Filed Data - of this document, I please DLN:93491321004225 select landscape mode (11" x 8.5") when printing. TY 2014 Expenditure Responsibility Statement Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Grantee's Name Grantee's Address Grant Date EMERGENT ORDER LLC 505 WEST 15TH STREET AUSTIN, TX 78701 2014-10-29 500,000 THE REMNANT FOUNDATION 1515 N COURTHOUSE RD STE 200 ARLINGTON, VA 22201 2014-07-30 15,000 TUITION SCHOLARSHIPS TO PRAXIS PROGRAM THE JOHN WILLIAM POPE CENTER 353 E SIX FORKS ROAD SUITE 200 RALEIGH, NC 27609 2014-04-02 10,000 EVENT SPEAKERS, STAFF TIME, GUEST AND STAFF TRAVEL, & PARTICIPANT DINNER LINCOLN LABS ACTION INC 1742 BRADDOCK COURT SAN JOSE, CA 95125 2014-11-12 180,000 PUBLIC CHOICE SOCIETY 224C FORSYTH CULLOWHEE, NC 28723 2014-11-03 10,500 KING'S COLLEGE LONDON STRAND LONDON WC2R 2L8 UK 2014-10-29 5,000 Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification 208,333 NO 3/31/2015 PARTIAL REPORT OF ALL EXPENDITURES TO DATE THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE 15,000 NO 03/24/2015 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 8,188 NO 03/30/2015 PARTIAL REPORT OF ALL EXPENDITURES TO DATE THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE EDUCATION AND NETWORKING EVENT 90,000 NO 03/31/2015 PARTIAL REPORT OF ALL EXPENDITURES TO DATE THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE OFFERS FINANCIAL ASSISTANCE FOR GRADUATE STUDENTS TO ATIEND AND PRESENT RESEARCH AT ANNUAL MEETING 10,500 NO 11/12/2015 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 NO UNKNOWN THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE IRS APPROVED MEDIA FELLOWSHIP PROGRAMSALARIES, TAXES, EMPLOYEE BENEFITS AND EDUCATIONAL OVERHEAD RESEARCH lefile GRAPHIC print - DO NOT PROCESS TY 2014 Investments I As Filed Data - I DLN:934913210042251 - Land Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category/ UNIMPROVED LAND Item Cost/Other Basis 3,377,694 Accumulated Depreciation 922,000 Book Value 2,455,694 End of Year Fair Market Value lefile GRAPHIC print - DO NOT PROCESS TY 2014 Investments I As Filed Data - I DLN:934913210042251 - Other Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value FMV 49,689,725 67,750,550 EFPRP FMV 412,828,765 418,291,976 BAIH FMV 60,000,000 60,000,000 ELLIOT INTERNATIONAL FUND lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Land, Etc. Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category / Item OFFICE EQUIPMENT Cost/ Other Basis 16,635 Accumulated Depreciation 11,656 Book Value 4,979 End of Year Fair Market Value lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Legal Fees Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category LEGAL FEES Amount Net Investment Income 356 Adjusted Net Income Disbursements Charitable Purposes for 356 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Other Decreases Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Description IMPAIRMENT LOSS Amount 922,000 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Other Expenses Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Description INSURANCE & DELIVERY POSTAGE Revenue and Expenses per Books Net Income Disbursements for Charitable Purposes 39,300 4,441 4,441 2 SUPPLIES TELEPHONE 2 10,408 10,408 7,978 7,978 185 & DUES 185 35 A WA RDS/INCENTIVES 10,185 994 GIFTS LICENSE Adjusted 39,300 BANK FEES MEMBERSHIP Net Investment Income 9,156 FEES INTERNET 1,711 MISCELLANEOUS 1,951 OTHER INVESTMENT EXPENSES 2,218,413 1,711 1,951 2,218,413 6,062 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Other Income Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Description OTHER INCOME - EXPENSE OTHER INCOME - LAND REIMBURSEMENTS RENT Revenue And Expenses Per Books Adjusted Net Investment Income 24,000 180 180 Net Income lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Other Professional Fees Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category PROFESSIONAL FEES WEBSITE Amount CONSULTING FEES LAND MAINTENANCE CORPORATE FEES FILING FEES OTHER PROFESSIONAL INVESTMENT FEES ON-LINE VIDEO MANAGEMENT SERVICE ADVERTISING FEES FEES FEES PRODUCTION Net Investment Income Disbursements for Charitable Purposes 191,157 191,157 37,500 37,500 2,404 2,404 1,720 1,720 7,629 7,629 165,522 16,018 458 FEES Adjusted Net Income 170,473 165,522 16,018 458 170,473 SPEAKERS 7,400 7,400 RECRUITING 6,300 6,300 MED I A TRAINING 2,400 2,400 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 Taxes Schedule Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Category FEDERAL EXCISE VA BUSINESS K-1 FOREIGN Amount 362,683 TAX PROPERTY TAXES Net Investment Income PAID TAX 632 35,078 632 35,078 Adjusted Net Income Disbursements for Charitable Purposes lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 TransfersFrmControlledEntities Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Name us/ Foreign EIN Description Amount Address EFPRP INVESTMENTS LLC 4111 E 37TH STREET NORTH WICHITA, KS 67220 45-5579068 WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 16,983,000 EFPRP MANAGER LLC 4111 E 37TH STREET NORTH WICHITA, KS 67220 45-5568481 WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 350,456 Total 17,333,456 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913210042251 TY 2014 TransfersToControlledEntities Name: CHARLES KOCH FOUNDATION EIN: 48-0918408 Name us/ Foreign EFPRP INVESTMENTS LLC Total EIN Description Amount Address 4111 E 37TH STREET NORTH WICHITA, KS 67220 45-5579068 CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 130,000,000 130,000,000 lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - Schedule B I DLN:934913210042251 0MB No 1545-0047 Schedule of Contributors (Form 990, 990-EZ, or 990-PF) ,... Attach to Form 990, 990-EZ, or 990-PF. ,... Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990. Departrrent of the Treasury Internal Re1.enueSer1,1ce Name of the organization CHARLES KOCH FOUNDATION 2014 Employer identification number 48-0918408 Organization type ( check one) Filers of: Form 990 or 990-EZ Form 990-Ff" Section: r r r 501 ( C )( number) organization 4947( a)( 1) nonexempt charitable trust not treated as a private foundation 527 pol1t1calorganization P" 501(c)(3) r r ) ( enter exempt private foundation 4947( a)( 1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check 1fyour organization 1scovered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See 1nstruct1ons General Rule P" For an organization f1l1ngForm 990, 990-EZ, or 990-Ff" that received, during the year, contributions totaling $5,000 or more ( 1nmoney or other property) from any one contributor Complete Parts I and II See 1nstruct1onsfor determining a contributor's total contributions Special Rules 1 1 For an organization described 1nsection 501 ( c )( 3) f1l1ngForm 990 or 990-EZ that met the 33 /3 % support test of the regulations under sections 509( a)( 1) and 170( b)( 1)(A)(v1), that checked Schedule A ( Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of ( 1) $5,000 or (2) 2% of the amount on ( 1)Form 990, Part VIII, line 1h, or ( 11)Form 990-EZ, line 1 Complete Parts I and II 1 For an organization described 1nsection 501 ( c )(7), ( 8), or ( 10) f1l1ngForm 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclus1vely for rel1g1ous,charitable, sc1ent1f1c,literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and Ill 1 For an organization described 1nsection 501 ( c )(7), ( 8), or ( 10) f1l1ngForm 990 or 990-EZ that received from any one contributor, during the year, contributions exclus1vely for rel1g1ous,charitable, etc , purposes, but no such contributions totaled more than $1,000 If this box 1schecked, enter here the total contributions that were received during the year for an exclus1vely rel1g1ous,charitable, etc , purpose Do not complete any of the parts unless the General Rule applies to this organization because 1treceived nonexclus1vely rel1g1ous,charitable, etc , contributions totaling $5,000 or more during the year . . . . . . . . . ,... $ --------- Caution. An organization that 1snot covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-Ff"), but 1tmust answer "No" on Part IV, line 2, of its Form 990, or check the box on line Hof its Form 990-EZ or on its Form 990Ff", Part I, line 2, to certify that 1tdoes not meet the f1l1ngrequirements of Schedule B ( Form 990, 990-EZ, or 990-Ff") For Paperwork Reduction Pct Notice, see the Instructions for Form 990, 990-EZ, or 990-PF Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Schedule B (Form 990, 990-EZ, or 990-Ff") (2014) Page 2 Name of organization CHARLES KOCH Employer identification number FOUNDATION 48-0918408 DIii (a) Contributor S (seeInstructions) Use duplicate copies of Part I 1fadd1t1onalspace1sneeded (b) Name, address, and ZIP+ 4 No. See Add1t1onal (c) Total contributions (d) Type of contribution Data Table Person Payroll Noncash -- $ r r r (Complete Part II for noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash -$ r r r (Complete Part II for noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash -- $ r r r (Complete Part II for noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash -$ r r r (Complete Part II for noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash -- $ r r r (Complete Part II for noncash contribution ) (a) No. (b) Name, address, and ZIP+ 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash -$ r r r (Complete Part II for noncash contribution ) Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Schedule B (Form 990, 990-EZ, or 990-Ff") (2014) Page 3 Name of organization CHARLES KOCH FOUNDATION Employer identification number 48-0918408 •dili (a) l\b. from Part I l\bncas h Property (see instructions) Use duplicate copies of Part II 1f add1t1onal space 1s needed Description (b) of noncash property given (c) FMV (or estimate) (d) Date received (see instructions) -$ (a) l\b. from Part I Description (b) of noncash property given (c) FMV (or estimate) (d) Date received (see instructions) -$ (a) l\b. from Part I Description (b) of noncash property given (c) FMV (or estimate) (d) Date received (see instructions) -$ (a) l\b. from Part I Description (b) of noncash property given (c) FMV (or estimate) (d) Date received (see instructions) -$ (a) l\b. from Part I Description (b) of noncash property given (c) FMV (or estimate) (d) Date received (see instructions) -$ (a) l\b. from Part I Description (b) of noncash property given (c) FMV (or estimate) (d) Date received (see instructions) -$ Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Schedule B (Form 990, 990-EZ, or 990-Ff") (2014) Page 4 Name of organization CHARLES KOCH FOUNDATION Employer identification number 48-0918408 Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the follow 1ngline entry For organizations completing Part Ill, enter the total of exclus1vely rel1g1ous,charitable, etc , contributions of $1,000 or less for the year (Enter this 1nformat1ononce See 1nstruct1ons)..,._ $ ________ _ Use duplicate copies of Part Ill if add1t1onalspace 1sneeded (a) l\b. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held -(e) Transfer Transferee's (a) l\b. from Part I name, address, and ZIP 4 (b) Purpose of gift of gift Relationship (c) Use of gift of transferor to transferee (d) Description of how gift is held -(e) Transfer Transferee's (a) l\b. from Part I name, address, and ZIP 4 (b) Purpose of gift of gift Relationship (c) Use of gift of transferor to transferee (d) Description of how gift is held -(e) Transfer Transferee's (a) l\b. from Part I name, address, and ZIP 4 (b) Purpose of gift of gift Relationship (c) Use of gift of transferor to transferee (d) Description of how gift is held -(e) Transfer Transferee's name, address, and ZIP 4 of gift Relationship of transferor Schedule to transferee B (Form 990, 990-EZ, or 990-PF) (2014) Additional Data Software ID: Software Version: EIN: Name: Form 990 Schedule B, Part 1- Contributors (a) No. (see Instructions) (b) Name, address, and ZIP 48-0918408 CHARLES KOCH FOUNDATION Use duplicate copies of Part I if additional space is needed. (c) Total contributions +4 1 Person Payroll KC 2009 FAMILY TRUST 4111 E 37TH STREET N WICHITA, $ 13,000,000 KS 67 220 Person Payroll KE 2009 FAMILY TRUST 4111 E 37TH STREET N $ 13,000,000 KS 67 220 CHARLES G KOCH 1997 TRUST 4111 E 37TH STREET N $ 77,000,000 $ 19,500,000 $ 18,700,000 KS 67 220 p r r p r r Noncash p r r (Complete Part II for noncash contribution) 6 WICHITA, Noncash Person Payroll TRUST KS 67 220 CHARLES KOCH 4111 E 37TH STREET N r r (Complete Part II for noncash contribution) 5 WICHITA, Noncash Person Payroll TRUST KS 67 220 ERK DELAWARE REVOCABLE 4111 E 37TH STREET N p (Complete Part II for noncash contribution) 4 WICHITA, Noncash Person Payroll KS 67 220 CCK DELAWARE REVOCABLE 4111 E 37TH STREET N r r (Complete Part II for noncash contribution) 3 WICHITA, Noncash p (Complete Part II for noncash contribution) 2 WICHITA, (d) Type of contribution Person Payroll $ 21 870 Noncash p r r (Complete Part II for noncash contribution) Form 990 Schedule B, Part 1- Contributors (a) No. (see Instructions) (b) Name, address, and ZIP Use duplicate copies of Part I if additional space is needed. (c) Total contributions +4 7 GEORGE GIBBS 4111 E 37TH STREET N WICHITA, $ 450 000 KS 67 220 PHOENIX, AZ85064 Person Payroll Noncash p r r (Complete Part II for noncash contribution) 8 WM FAIRBANK PO BOX 32429 (d) Type of contribution $ 50 000 Person Payroll Noncash p r r (Complete Part II for noncash contribution)