Form 990-PF Department of the Treasury Internal Revenue Service Return of Private Foundation I I OMB No. 1545-0052 À¾µ¹ or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Information about Form 990-PF and its separate instructions is at www.irs.gov/form990pf. For calendar year 2015 or tax year beginning Open to Public Inspection , 2015, and ending Name of foundation , 20 A Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite 1320 N. COURTHOUSE RD., SUITE 500 B Telephone number (see instructions) (703) 875 -1658 City or town, state or province, country, and ZIP or foreign postal code mmmmmmmmI mmI mmmmmmmmmI mI mI C If exemption application is pending, check here ARLINGTON, VA 22201 G Check all that apply: Initial return Initial return of a former public charity Final return Amended return X Address change Name change H Check type of organization: X Section 501(c)(3) exempt private foundation Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation X Accrual I Fair market value of all assets at J Accounting method: Cash end of year (from Part II, col. (c), line Other (specify) 620,361,534. 16) $ (Part I, column (d) must be on cash basis.) Part I Analysis of Revenue and Expenses (The (a) Revenue and I total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) m I m m m m m m m m m mm mmmm mmmmmmmmmmmmmmmmm 1 Contributions, gifts, grants, etc., received (attach schedule) 2 Check 3 if the foundation is not required to attach Sch. B Interest on savings and temporary cash investments 4 Dividends and interest from securities expenses per books (b) Net investment income 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)(1)(A), check here F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here (d) Disbursements for charitable purposes (cash basis only) (c) Adjusted net income 98,457,094. 4,932,581. 6,214,751. 4,932,581. 6,214,751. 5a Gross rents Revenue b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 b Gross sales price for all m m m m m m m m m m m m m m m m m m m m m mm m m m m mm mmmm ATCH mm m mm mm mm 1mm mm mm m m m mm mm m m2 m m m m ATCH m m m ATCH m m m m 3m m m m m mm[4] mm mm m ATCH m m m m m5 m m m m m m m m m m m m m [6] mmm m mmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmm ATCH m m m m 7m m mmmmmmmmmmm mmmmmmm -12,762,345. assets on line 6a 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain 0. 9 Income modifications 10 a Gross sales less returns and allowances b Less: Cost of goods sold Operating and Administrative Expenses c Gross profit or (loss) (attach schedule) 11 12 Other income (attach schedule) Total. Add lines 1 through 11 13 Compensation of officers, directors, trustees, etc. 14 Other employee salaries and wages 15 Pension plans, employee benefits 16 a Legal fees (attach schedule) b Accounting fees (attach schedule) c Other professional fees (attach schedule) 17 Interest 18 Taxes (attach schedule) (see instructions) 19 Depreciation (attach schedule) and depletion 20 Occupancy 21 Travel, conferences, and meetings 22 Printing and publications 23 Other expenses (attach schedule) 24 Total operating and administrative expenses. Add lines 13 through 23 25 Contributions, gifts, grants paid 26 Total expenses and disbursements. Add lines 24 and 25 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements mm mm 4,156,402. 100,998,483. 548,536. 3,315,005. 736,538. 7,269. 32,503. 1,529,482. 702,105. 41,576. 135,910. 992,893. 59,330. 3,721,458. 11,822,605. 38,238,377. 50,060,982. 1,108,558. 12,255,890. 740,408. 700,935. 41,576. 146,588. 948,140. 59,330. 162,276. 2,070,152. 3,553,071. 3,553,071. 0. 6,427,245. 44,132,322. 50,559,567. 50,937,501. 8,702,819. b Net investment income (if negative, enter -0-) c Adjusted net income (if negative, enter -0-) For Paperwork Reduction Act Notice, see instructions. JSA 5E1410 1.000 548,536. 3,103,284. 727,467. 7,269. 10,036. 713,149. 1,170. 16733H K932 11/15/2016 4:17:47 PM Form V 15-7F 85646 990-PF (2015) PAGE 3 Form 990-PF (2015) Page Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.) Beginning of year 2 End of year Part II Balance Sheets 1 Cash - non-interest-bearing 2 3 Savings and temporary cash investments Accounts receivable 6,396,490. 21,124,451. 21,126,569. Less: allowance for doubtful accounts 4,193,188. 4,986,943. 4,986,943. 365,341. 242,652. 242,652. 2,455,694. 2,455,694. ATCH 8 2,455,694. 522,518,490. 553,010,834. 591,549,676. 535,934,182. 584,789. 7,651,546. 581,820,574. 1,652,826. 1,532,400. 620,361,534. 8,236,335. 3,185,226. 527,697,847. 578,635,348. 527,697,847. 578,635,348. 535,934,182. Analysis of Changes in Net Assets or Fund Balances 581,820,574. mmmmmmmmmmmmmmmmmm m m m4,986,943. mmmmmmmm I I I m m m m m m m m m m Im m m m m m m m m m m m m mmmm I I m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmm mmmmmmmm 2,455,694. I I m m m m mm mm mm mm mm ATCH mm mm mm mm 9mm mm mm mm I I I mmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mm mmmmm I mmmmmmmmmmm mIX mmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmm mmmmmm mm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm (a) Book Value (b) Book Value (c) Fair Market Value Pledges receivable 4 Less: allowance for doubtful accounts Grants receivable Receivables due from officers, directors, trustees, and other 5 6 disqualified persons (attach schedule) (see instructions) Other notes and loans receivable (attach schedule) 7 Assets Less: allowance for doubtful accounts Inventories for sale or use Prepaid expenses and deferred charges 8 9 10 a Investments - U.S. and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) c Investments - corporate bonds (attach schedule) Net Assets or Fund Balances Liabilities 11 Investments - land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 12 13 14 Investments - mortgage loans Investments - other (attach schedule) 15 16 Other assets (describe ) Total assets (to be completed by all filers - see the instructions. Also, see page 1, item I) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe 23 Total liabilities (add lines 17 through 22) Land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 4,979. ) Foundations that follow SFAS 117, check here and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted Permanently restricted 26 Foundations that do not follow SFAS 117, check here and complete lines 27 through 31. 27 Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg., and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds 30 31 Total net assets or fund balances (see instructions) Total liabilities and net assets/fund balances instructions) Part III (see 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) 2 Enter amount from Part I, line 27a 3 Other increases not included in line 2 (itemize) 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m Im m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I mmmm 1 2 3 4 5 6 527,697,847. 50,937,501. 578,635,348. 578,635,348. 990-PF (2015) Form JSA 5E1420 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 4 Form 990-PF (2015) Part IV Page (b) How acquired P - Purchase D - Donation (a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.) 1a b c d e 3 Capital Gains and Losses for Tax on Investment Income (c) Date acquired (mo., day, yr.) (d) Date sold (mo., day, yr.) SEE PART IV SCHEDULE (g) Cost or other basis plus expense of sale (f) Depreciation allowed (or allowable) (e) Gross sales price (h) Gain or (loss) (e) plus (f) minus (g) a b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (i) F.M.V. as of 12/31/69 (j) Adjusted basis as of 12/31/69 (l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col. (h)) (k) Excess of col. (i) over col. (j), if any a b c d e 2 3 $ & mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm & If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 Capital gain net income or (net capital loss) Part V 2 -12,762,345. 3 0. Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.) If section 4940(d)(2) applies, leave this part blank. Yes X No Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries. (a) Base period years Calendar year (or tax year beginning in) (b) Adjusted qualifying distributions 36,085,910. 27,594,863. 17,610,096. 20,955,082. 18,901,264. 2014 2013 2012 2011 2010 (d) Distribution ratio (col. (b) divided by col. (c)) (c) Net value of noncharitable-use assets 383,114,182. 245,361,154. 216,432,788. 215,815,197. 203,468,683. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm 0.094191 0.112466 0.081365 0.097097 0.092895 2 Total of line 1, column (d) 2 0.478014 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 0.095603 4 Enter the net value of noncharitable-use assets for 2015 from Part X, line 5 4 475,703,307. 5 Multiply line 4 by line 3 5 45,478,663. 6 Enter 1% of net investment income (1% of Part I, line 27b) 6 87,028. 7 Add lines 5 and 6 7 45,565,691. 8 50,559,567. 8 Enter qualifying distributions from Part XII, line 4 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions. JSA 5E1430 1.000 16733H K932 11/15/2016 4:17:47 PM Form V 15-7F 85646 990-PF (2015) PAGE 5 Form 990-PF (2015) Page 4 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) Part VI m m m7 I *8 X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I 9 mmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m mm mm mm 275,642. mmmm mmmmmmmmmmmmm 200,000. mmmmmmm m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m m m m1,802. mmmmm mmmmmmm mmmmmmmmmmmmmmmmI mmmmmmmmmmI 390,416. I I Statements Regarding Activities Part VII-A 1a Exempt operating foundations described in section 4940(d)(2), check here Date of ruling or determination letter: and enter "N/A" on line 1. (attach copy of letter if necessary - see instructions) b Domestic foundations that meet the section 4940(e) requirements in Part V, check here 87,028. 1 and enter 1% of Part I, line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b). 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 3 Add lines 1 and 2 3 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- 5 87,028. 0. 87,028. 6 Credits/Payments: 7 477,444. a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments. Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax. Check here 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed if Form 2220 is attached Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid Enter the amount of line 10 to be: Credited to 2016 estimated tax 10 11 Refunded 8 9 390,416. 10 11 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? b Did it spend more than Instructions for the definition)? $100 during the year (either directly or indirectly) for political purposes No 1a X 1b X 1c X 2 X 3 X X (see If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120-POL for this year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 0. I d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: 0. (2) On foundation managers. $ $ (1) On the foundation. I e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. I $ 0. Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 mmmmmmmmmmmmmmmm If "Yes," attach a detailed description of the activities. Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of 3 m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a tax return on Form 990-T for this year? 4a 4b X 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 If "Yes," attach the statement required by General Instruction T. Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: 6 % % By language in the governing instrument, or mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmm By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? 7 X X 8b X 6 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV 7 8a Enter the states to which the foundation reports or with which it is registered (see instructions) KS,VA, b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)? If "Yes," complete Part XIV 10 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m ATCH m m m m 10m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 9 X X 990-PF (2015) 10 Form JSA 5E1440 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 6 Form 990-PF (2015) Part VII-A 11 At Page Statements Regarding Activities (continued) any time during the year, did the foundation, directly or indirectly, own meaning of section 512(b)(13)? If "Yes," attach schedule (see instructions) 12 a controlled entity within Did the foundation comply with the public inspection requirements for its annual returns and exemption application? I WWW.CHARLESKOCHFOUNDATION.ORG GUY BARKWILL 1320 N COURTHOUSE ARLINGTON, VA I The books are in care of Located at 15 X 12 13 X X I I 703-875-1658 I m m22201 mmmmmmmmmmI mmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmm Telephone no. ZIP+4 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here 15 and enter the amount of tax-exempt interest received or accrued during the year 16 11 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified Website address 14 Yes No the m m m m m m m m m m ATCH m m m m 11m m m m ATCH m m m m 12m m m m m m m m m m m m m m m mATCH m m m m13m m m m m m m m m m m person had advisory privileges? If "Yes," attach statement (see instructions) 13 5 Yes No At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over a bank, securities, or other financial account in a foreign country? 16 X See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes," enter the name of the foreign country Part VII-B I Statements Regarding Activities for Which Form 4720 May Be Required Yes No File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm 1a During the year did the foundation (either directly or indirectly): X (1) Engage in the sale or exchange, or leasing of property with a disqualified person? (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? Yes Yes X (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? No X Yes No No Yes X No Yes X No (6) Agree to pay money or property to a government official? (Exception. Check "No" if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) X mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmm Yes No b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? 1b X 1c X Organizations relying on a current notice regarding disaster assistance check here c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2015? 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942(j)(3) or 4942(j)(5)): mmmmmmmmmmmmmmmmmmmmmmmmmm a At the end of tax year 2015, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2015? I If "Yes," list the years Yes X No , , , b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No" and attach statement - see instructions.) mmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2b c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here. I , , , mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? Yes X No b If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 3b 4a b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015? 4b foundation had excess business holdings in 2015.) Form X X 990-PF (2015) JSA 5E1450 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 7 Form 990-PF (2015) Part VII-B 5a Page 6 Statements Regarding Activities for Which Form 4720 May Be Required (continued) During the year did the foundation pay or incur any amount to: X mmmmmm X mmmmmmmmmmmmmmmmmmmmmmmm X mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm X X mmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmI m m ATCH m m m m 14m m m m m m m m m m m m m X (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? Yes No Yes No Yes No Yes No Yes No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? (3) Provide a grant to an individual for travel, study, or other similar purposes? (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)(4)(A)? (see instructions) (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? 5b X 6b X Organizations relying on a current notice regarding disaster assistance check here c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax Yes because it maintained expenditure responsibility for the grant? No If "Yes," attach the statement required by Regulations section 53.4945-5(d). 6a b Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? If "Yes" to 6b, file Form 8870. 7a b No Yes No 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors List all officers, directors, trustees, foundation managers and their compensation (see instructions). (b) Title, and average hours per week devoted to position (a) Name and address ATCH 15 2 Yes At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? Part VIII 1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Xm m m m m m m m m m m m Xm m m Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? (c) Compensation (If not paid, enter -0-) (d) Contributions to employee benefit plans and deferred compensation 493,169. (e) Expense account, other allowances 29,275. 26,092. Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter "NONE." (a) Name and address of each employee paid more than $50,000 (b) Title, and average hours per week devoted to position ATCH 16 Total number of other employees paid over $50,000 (c) Compensation 735,305. (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances 37,741. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 52,975. Form 19 990-PF (2015) JSA 5E1460 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 8 Form 990-PF (2015) Part VIII 3 Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation ATCH 17 1,060,405. Total number of others receiving over $50,000 for professional services Part IX-A mmmmmmmmmmmmmmmmmmmmmmI 1 Summary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses 1 NONE 2 3 4 Part IX-B Summary of Program-Related Investments (see instructions) Amount Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. 1 NONE 2 All other program-related investments. See instructions. 3 NONE Total. Add lines 1 through 3 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Form 990-PF (2015) JSA 5E1465 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 9 Form 990-PF (2015) Part X 1 a b c d e 2 3 4 5 6 Page Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: Average monthly fair market value of securities Average of monthly cash balances Fair market value of all other assets (see instructions) Total (add lines 1a, b, and c) Reduction claimed for blockage or other factors reported on lines 1a and 1e 1c (attach detailed explanation) Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line 1d Cash deemed held for charitable activities. Enter 1 1/2 % of line 3 (for greater amount, see instructions) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm Distributable Amount (see instructions) m m Im m m m m m m m m m m m m m m m m m m m m m m87,028. mmmmm mmmmmmm mm m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 Minimum investment return. Enter 5% of line 5 Part XI 8 Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) 1a 1b 1c 1d 401,330,055. 78,969,688. 2,647,777. 482,947,520. 2 3 482,947,520. 4 5 6 7,244,213. 475,703,307. 23,785,165. (Section 4942(j)(3) and (j)(5) private operating foundations and do not complete this part.) 1 1 Minimum investment return from Part X, line 6 2a 2 a Tax on investment income for 2015 from Part VI, line 5 2b b Income tax for 2015. (This does not include the tax from Part VI.) 2c c Add lines 2a and 2b 3 3 Distributable amount before adjustments. Subtract line 2c from line 1 4 4 Recoveries of amounts treated as qualifying distributions 5 5 Add lines 3 and 4 6 6 Deduction from distributable amount (see instructions) 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 and certain foreign organizations check here Part XII 23,785,165. 87,028. 23,698,137. 132,743. 23,830,880. 23,830,880. Qualifying Distributions (see instructions) Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 50,559,567. 1a b Program-related investments - total from Part IX-B 1b Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., 2 purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b 4 50,559,567. 4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income. 87,028. Enter 1% of Part I, line 27b (see instructions) 5 50,472,539. Adjusted qualifying distributions. Subtract line 5 from line 4 6 6 Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. 1 mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm Form 990-PF (2015) JSA 5E1470 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 10 Page 9 Form 990-PF (2015) Undistributed Income (see instructions) Part XIII 1 mmmmmmmmmmmmmmmmmmmmm m m m 12m m m m m 11m m m 13 Distributable amount for 2015 from Part XI, line 7 2 (a) Corpus (b) Years prior to 2014 (c) 2014 (d) 2015 23,830,880. Undistributed income, if any, as of the end of 2015: a Enter amount for 2014 only b Total for prior years: 20 mmmmmm mmmmmm mmmmmm mmmmmm mmmmmm ,20 ,20 Excess distributions carryover, if any, to 2015: 3 a From 2010 b From 2011 c From 2012 d From 2013 e From 2014 f Total of lines 3a through e 8,931,145. 10,279,637. 6,999,545. 15,562,295. 17,158,457. mmmmmmmmmmm 58,931,079. Qualifying distributions for 2015 from Part XII, 50,559,567. line 4: $ 4 I mmm mmmmmmm mmmmmmmmmmm mmmmmm mmm m a Applied to 2014, but not more than line 2a b Applied to undistributed income of prior years (Election required - see instructions) c Treated as distributions out of corpus (Election required - see instructions) 23,830,880. d Applied to 2015 distributable amount e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2015 (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as indicated below: a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 26,728,687. 85,659,766. mmmmmmmmmmmmmmm b Prior years' undistributed income. Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed mmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm d Subtract line 6c from line 6b. Taxable amount - see instructions e Undistributed income for 2014. Subtract line 4a from line 2a. Taxable amount - see instructions f Undistributed income for 2015. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2016 mmmmmmmmmmmmmmm Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) 7 mmmmmmmmmmm mmm mmmmmmm 8 Excess distributions carryover from 2010 not applied on line 5 or line 7 (see instructions) 9 Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a Analysis of line 9: 10 a Excess from 2011 b Excess from 2012 c Excess from 2013 d Excess from 2014 e Excess from 2015 mmm mmm mmm mm mm mm 8,931,145. 76,728,621. 10,279,637. 6,999,545. 15,562,295. 17,158,457. 26,728,687. Form 990-PF (2015) JSA 5E1480 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 11 Form 990-PF (2015) Page Private Operating Foundations (see instructions and Part VII-A, question 9) Part XIV 10 NOT APPLICABLE m m m m m m m m m m m m m mI 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2015, enter the date of the ruling b Check box to indicate whether the foundation is a private operating foundation described in section 2 a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed Tax year (a) 2015 4942(j)(3) or Prior 3 years (b) 2014 4942(j)(5) (e) Total (c) 2013 (d) 2012 mmmmmmmm mmmmmm m mmmmm b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed d Amounts included in line 2c not used directly for active conduct of exempt activities e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c mmmmmm 3 Complete 3a, b, or c for the alternative test relied upon: a (1) (2) b mmm mmmmm "Assets" alternative test - enter: Value of all assets Value of assets qualifying under section 4942(j)(3)(B)(i) "Endowment" alternative test- enter 2/3 of minimum invest- mmm ment return shown in Part X, line 6 for each year listed c "Support" alternative test - enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 4942 (j)(3)(B)(iii) (3) Largest amount of support from an exempt organization (4) Gross investment income mmmmmm Part XV 1 mmmmmm m m m m m mm Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year - see instructions.) Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) CHARLES G. KOCH b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest. NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: I Check here if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed: ATCH 18 b The form in which applications should be submitted and information and materials they should include: ATCH 19 c Any submission deadlines: NONE d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: ATCH 20 JSA 5E1490 1.000 Form 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 990-PF (2015) PAGE 12 Form 990-PF (2015) Page 11 Supplementary Information (continued) Part XV 3 Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Name and address (home or business) a Paid during the year If recipient is an individual, show any relationship to any foundation manager or substantial contributor Foundation status of recipient Purpose of grant or contribution Amount ATCH 21 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI 3a mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI 3b Total b Approved for future payment 44,132,322. ATCH 22 Total JSA 5E1491 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 483,800. Form 990-PF (2015) PAGE 13 Page 12 Form 990-PF (2015) Part XVI-A Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated. Unrelated business income (a) Business code 1 Program service revenue: (b) Amount Excluded by section 512, 513, or 514 (d) Amount (c) Exclusion code (e) Related or exempt function income (See instructions.) a b c d e f g Fees and contracts from government agencies mmmmm m mmmm m m mm mm mm mm mm mm mm mm mm mmmmmmmmmm mmm mm 2 Membership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 14 14 4,932,581. 6,214,751. 16 720. 18 -12,762,345. 38. 5 Net rental income or (loss) from real estate: a Debt-financed property b Not debt-financed property 6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue: a ATCH 23 b -1,460,074. 5,482,975. 132,743. -1,460,074. 3,868,682. mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 132,781. 2,541,389. c d e 12 Subtotal. Add columns (b), (d), and (e) 13 Total. Add line 12, columns (b), (d), and (e) (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Line No. L 4 11B 13 Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions.) IRC SECTION 103 TAX-EXEMPT INTEREST. RETURN OF UNUSED GRANT FUNDS Form JSA 5E1492 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 990-PF (2015) PAGE 14 Form 990-PF (2015) Part XVII 1 a b c d Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations Did the organization directly or indirectly engage in any of the following with any other organization described Yes No in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Transfers from the reporting foundation to a noncharitable exempt organization of: X (1) Cash 1a(1) X (2) Other assets 1a(2) Other transactions: X (1) Sales of assets to a noncharitable exempt organization 1b(1) X (2) Purchases of assets from a noncharitable exempt organization 1b(2) X (3) Rental of facilities, equipment, or other assets 1b(3) X (4) Reimbursement arrangements 1b(4) X (5) Loans or loan guarantees 1b(5) X (6) Performance of services or membership or fundraising solicitations 1b(6) X Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm (a) Line no. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements N/A N/A 2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? b If "Yes," complete the following schedule. mmmmmmmmmmmmm (a) Name of organization (b) Type of organization Yes X No (c) Description of relationship Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Sign Here M Signature of officer or trustee Date Print/Type preparer's name Preparer's signature Paid STEVEN L WEBB Preparer Firm's name BKD, LLP 1551 N WATERFRONT PKWY, STE 300 Use Only Firm's address I I WICHITA, KS M May with Title (see instructions)? Date Check the IRS discuss this the preparer shown if X return below Yes No PTIN P00235405 44-0160260 self-employed Firm's EIN 67206-6601 Phone no. I 316-265-2811 Form 990-PF (2015) JSA 5E1493 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 15 mmmmmmmmI Form 8868 (Rev. 1-2014) % %Part II Page If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1). 2 X Additional (Not Automatic) 3-Month Extension of Time. Only file the original (no copies needed). Enter filer's identifying number, see instructions Employer identification number (EIN) or Name of exempt organization or other filer, see instructions. Type or print CHARLES KOCH FOUNDATION 48-0918408 Social security number (SSN) Number, street, and room or suite no. If a P.O. box, see instructions. File by the due date for filing your return. See instructions. P.O. BOX 2256 City, town or post office, state, and ZIP code. For a foreign address, see instructions. WICHITA, KS 67201-2256 mmmmmmmmmmmm 0 4 Enter the Return code for the return that this application is for (file a separate application for each return) Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868. The books are in the care of DUSTIN PERRY 4111 E. 37TH ST. N. WICHITA, KS 67220 . 703 875-1658 Telephone No. Fax No. . . If the organization does not have an office or place of business in the United States, check this box If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box . If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension is for. 11/15 , 20 16 . 4 I request an additional 3-month extension of time until 5 For calendar year 2015 , or other tax year beginning , 20 , and ending , 20 . 6 If the tax year entered in line 5 is for less than 12 months, check reason: Initial return Final return Change in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS REQUIRED TO ACCUMULATE THE % % % I I I mmmmmmmmmmmmmmmI mmmmmmmI mmmmmmI INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN. 8 a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 8a $ b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868. 8b $ c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. 8c $ 475,642. 475,642. 0. Signature and Verification must be completed for Part II only. Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete, and that I am authorized to prepare this form. Signature I Title I Date I Form 8868 (Rev. 1-2014) JSA 5F8055 1.000 16733H K932 8/2/2016 9:04:57 AM V 15-6.1F 85646 PAGE 1 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME Kind of Property Gross sale price less expenses of sale Depreciation allowed/ allowable P or D Description Cost or other basis FMV as of 12/31/69 Adj. basis as of 12/31/69 Excess of FMV over adj basis Date acquired Gain or (loss) Date sold EFPRP INVESTMENTS - PASS-THRU ENTITY -12762345. TOTAL GAIN(LOSS) ................................................ -12762345. JSA 5E1730 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 16 Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Schedule of Contributors I I Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990. Name of the organization À¾µ¹ Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF X 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered 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 instructions. General Rule X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), 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 (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions $ totaling $5,000 or more during the year mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2015) JSA 5E1251 2.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 17 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Name of organization CHARLES KOCH FOUNDATION Employer identification number 48-0918408 Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 1 (c) Total contributions KC 2009 FAMILY TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ (c) Total contributions KE 2009 FAMILY TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 10,000,000. (c) Total contributions CHARLES G. KOCH 1997 TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 50,000,000. (c) Total contributions CHARLES G. KOCH 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 30,594. (c) Total contributions GEORGE GIBBS III 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 300,000. (c) Total contributions KC 2009 GIFT TRUST 4111 E. 37TH STREET N. WICHITA, KS $ 14,000,000. (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) JSA 5E1253 2.000 16733H K932 11/15/2016 4:17:47 PM X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 6 Person Payroll Noncash (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 5 (d) Type of contribution (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 4 X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 3 Person Payroll Noncash (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 2 10,000,000. (d) Type of contribution V 15-7F 85646 PAGE 18 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Name of organization CHARLES KOCH FOUNDATION Employer identification number 48-0918408 Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 7 (c) Total contributions KE 2009 GIFT TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ (c) Total contributions DONALD SWORTWOOD 4111 E. 37TH STREET N. WICHITA, KS (a) No. Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 8 14,000,000. (d) Type of contribution $ 125,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2015) JSA 5E1253 2.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 19 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Name of organization Page 3 Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Part II (a) No. from Part I Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (c) FMV (or estimate) (b) Description of noncash property given (see instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (see instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (see instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (see instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (see instructions) (d) Date received $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (see instructions) (d) Date received $ Schedule B (Form 990, 990-EZ, or 990-PF) (2015) JSA 5E1254 2.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 20 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Name of organization Part III Page 4 Employer identification number CHARLES KOCH FOUNDATION 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 following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. I (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2015) JSA 5E1255 3.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 21 ATTACHMENT 1 FORM 990PF, PART I - OTHER INCOME DESCRIPTION OTHER INCOME - EXPENSE REIMBURSEMENTS OTHER INCOME - LAND RENT OTHER INCOME - CONSULTING SERVICES OTHER INCOME - MISCELLANEOUS OTHER INCOME - GRANT RECOVERIES OTHER INCOME - EXCISE TAX RECOVERIES OTHER INCOME - INVESTMENTS EFPRP INVESTMENTS - OTHER INCOME EFPRP INVESTMENTS - TAX EXEMPT INCOME EFPRP INVESTMENTS - UNRELATED LOSS REVENUE AND EXPENSES PER BOOKS 23,911. 720. 2,850. 861. 132,743. 154,646. 1,665. 5,299,042. 38. -1,460,074. TOTALS 16733H K932 11/15/2016 4:17:47 PM V 15-7F 4,156,402. 85646 NET INVESTMENT INCOME 720. 1,665. 1,106,173. 1,108,558. ATTACHMENT 1 PAGE 22 ATTACHMENT 2 FORM 990PF, PART I - LEGAL FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION LEGAL FEES TOTALS 16733H K932 11/15/2016 4:17:47 PM V 15-7F NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES 7,269. 7,269. 7,269. 7,269. 85646 ATTACHMENT 2 PAGE 23 ATTACHMENT 3 FORM 990PF, PART I - ACCOUNTING FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION ACCOUNTING FEES TOTALS 16733H K932 11/15/2016 4:17:47 PM V 15-7F NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES 32,503. 10,036. 32,503. 10,036. 85646 ATTACHMENT 3 PAGE 24 ATTACHMENT 4 FORM 990PF, PART I - OTHER PROFESSIONAL FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION PROFESSIONAL CONSULTING FEES WEBSITE FEES LAND MAINTENANCE FEES CORPORATE FILING FEES OTHER PROFESSIONAL FEES INVESTMENT MANAGEMENT FEES ON-LINE SERVICE FEES ADVERTISING FEES VIDEO PRODUCTION FEES SPEAKERS RECRUITING TRAINING TEMP HELP 301,580. 550. 1,048. 1,245. 305,107. 739,360. 12,197. 6,510. 32,460. 27,708. 15,665. 85,100. 952. TOTALS 16733H K932 11/15/2016 4:17:47 PM NET INVESTMENT INCOME 1,529,482. V 15-7F 85646 CHARITABLE PURPOSES 231,912. 550. 1,048. 1,245. 303,232. 739,360. 12,197. 6,510. 28,761. 27,025. 15,665. 85,100. 952. 740,408. 713,149. ATTACHMENT 4 PAGE 25 ATTACHMENT 5 FORM 990PF, PART I - INTEREST EXPENSE REVENUE AND EXPENSES PER BOOKS DESCRIPTION INTEREST EFPRP INVESTMENT INTEREST EXP TOTALS 16733H K932 11/15/2016 4:17:47 PM V 15-7F NET INVESTMENT INCOME 1,170. 700,935. 700,935. 702,105. 700,935. 85646 CHARITABLE PURPOSES 1,170. 1,170. ATTACHMENT 5 PAGE 26 ATTACHMENT 6 FORM 990PF, PART I - TAXES REVENUE AND EXPENSES PER BOOKS DESCRIPTION NET INVESTMENT INCOME VA BUSINESS PROPERTY TAX EFPRP INVESTMENT FOREIGN TAXES 540. 41,036. 540. 41,036. TOTALS 41,576. 41,576. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 ATTACHMENT 6 PAGE 27 ATTACHMENT 7 FORM 990PF, PART I - OTHER EXPENSES REVENUE AND EXPENSES PER BOOKS 97,197. 9,745. 7,532. 8,459. 18,876. 1,175. 4,703. 3,640. 93. 1,845. 173. 9,226. 1,480,824. 2,070,152. 7,818. DESCRIPTION INSURANCE POSTAGE & DELIVERY BANK FEES SUPPLIES TELEPHONE MEMBERSHIP & DUES AWARDS/INCENTIVES GIFTS LICENSE FEES INTERNET MISCELLANEOUS UNREIMBURSED EXPENSES EFPRP NON INVEST EXPENSES EFPRP INVESTMENT EXPENSES LOSS ON DISPOSAL OF ASSETS TOTALS 16733H K932 11/15/2016 4:17:47 PM 3,721,458. V 15-7F 85646 NET INVESTMENT INCOME CHARITABLE PURPOSES 97,197. 9,723. 7,532. 8,457. 18,876. 975. 4,703. 3,640. 93. 1,845. 9,226. 9. 2,070,152. 2,070,152. 162,276. ATTACHMENT 7 PAGE 28 INVESTMENTS - LAND, BUILDINGS, EQUIPMENT ATTACHMENT 8 FIXED ASSET DETAIL ASSET DESCRIPTION UNIMPROVED LAND METHOD/ BEGINNING CLASS BALANCE L TOTALS ACCUMULATED DEPRECIATION DETAIL ENDING ADDITIONS DISPOSALS BALANCE 2,455,694. 2,455,694. 2,455,694. 2,455,694. BEGINNING BALANCE ENDING ADDITIONS DISPOSALS BALANCE ATTACHMENT 8 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 29 ATTACHMENT 9 FORM 990PF, PART II - OTHER INVESTMENTS DESCRIPTION BEGINNING BOOK VALUE ELLIOT INTERNATIONAL FUND EFPRP BAIH 49,689,725. 412,828,765. 60,000,000. 49,689,725. 443,321,109. 60,000,000. 69,396,514. 462,153,162. 60,000,000. 522,518,490. 553,010,834. 591,549,676. TOTALS 16733H K932 11/15/2016 4:17:47 PM V 15-7F ENDING BOOK VALUE 85646 ENDING FMV ATTACHMENT 9 PAGE 30 FORM 990PF, PART VII-A, LINE 10 - NEW SUBSTANTIAL CONTRIBUTORS ATTACHMENT 10 NAME AND ADDRESS KC 2009 FAMILY TRUST 4111 E. 37TH STREET N. WICHITA, KS 67220 KE 2009 FAMILY TRUST 4111 E. 37TH STREET N. WICHITA, KS 67220 KC 2009 GIFT TRUST 4111 E. 37TH STREET N. WICHITA, KS 67220 KE 2009 GIFT TRUST 4111 E. 37TH STREET N. WICHITA, KS 67220 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 ATTACHMENT 10 PAGE 31 ATTACHMENT 11 FORM 990PF, PART VII-A, LINE 11A-TRANSFERS FROM CONTROLLED ENTITY STATEMENT TOTAL AMOUNT 17,500,000. CONTROLLED ENTITY'S NAME: EFPRP INVESTMENTS, CONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET SECOND LINE ADDRESS: WICHITA, KS 67220 EIN: 45-5579068 TRANSFER AMOUNT: 17,500,000. EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY: LLC NORTH WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 32 ATTACHMENT 12 FORM 990PF, PART VII-A, LINE 11A-TRANSFERS TO CONTROLLED ENTITY STATEMENT TOTAL AMOUNT 55,000,000. CONTROLLED ENTITY'S NAME: EFPRP INVESTMENTS, CONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET CITY, STATE & ZIP: WICHITA, KS 67220 EIN: 45-5579068 TRANSFER AMOUNT: 55,000,000. EXPLANATION OF TRANSFER TO CONTROLLED ENTITY: LLC NORTH CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 33 ATTACHMENT 13 FORM 990PF, PART VII-A -DISTRIBUTION TO A DONOR ADVISED FUND THE FOUNDATION'S DISTRIBUTION TO A DONOR ADVISED FUND WAS TREATED AS A QUALIFYING DISTRIBUTION, AND THE DISTRIBUTION'S PURPOSE FULFILLS A PURPOSE DESCRIBED IN IRC SECTION 170(C)(2)(B) AS A RESULT OF THE DISTRIBUTEE ORGANIZATION BEING AN ORGANIZATION DESCRIBED IN IRC SECTIONS 501(C)(3) AND 170(B)(1)(A)(VI). 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 ATTACHMENT 13 PAGE 34 ATTACHMENT 14 FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANTEE'S NAME: BASTIAT SOCIETY GRANTEE'S ADDRESS: 180 SPRING STREET CITY, STATE & ZIP: CHARLESTON, SC 29403 GRANT DATE: 08/07/2015 GRANT AMOUNT: 20,000. GRANT PURPOSE: MENTORSHIP PROGRAM AMOUNT EXPENDED: 16,000. ANY DIVERSION? NO DATES OF REPORTS: 3/2/16 PARTIAL REPORT OF ALL EXPENDITURES TO DATE VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: ENCOUNTER FOR EDUCATION AND CULTURE, INC GRANTEE'S ADDRESS: 900 BROADWAY, SUITE 601 CITY, STATE & ZIP: NEW YORK, NY 10003 GRANT DATE: 02/24/2015 GRANT AMOUNT: 75,000. GRANT PURPOSE: BOOK PROMOTIONS AND LAUNCHES AMOUNT EXPENDED: 75,000. ANY DIVERSION? NO DATES OF REPORTS: 3/9/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: JOHN WILLIAM POPE CIVITAS INSTITUTE, INC GRANTEE'S ADDRESS: 100 S HARRINGTON ST CITY, STATE & ZIP: RALEIGH, NC 27603 GRANT DATE: 02/17/2015 GRANT AMOUNT: 2,500. GRANT PURPOSE: EDUCATIONAL CONFERENCE AMOUNT EXPENDED: 2,500. ANY DIVERSION? NO DATES OF REPORTS: 8/1/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: GRANTEE'S ADDRESS: CITY, STATE & ZIP: FOREIGN COUNTRY: GRANT DATE: KING'S COLLEGE LONDON STRAND LONDON UNITED KINGDOM WC2R 2LS 10/29/2014 CONT'D ON NEXT PAGE 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 35 ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANT AMOUNT: 10,000. GRANT PURPOSE: EDUCATIONAL RESEARCH AMOUNT EXPENDED: 10,000. ANY DIVERSION? NO DATES OF REPORTS: 11/19/15 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: GRANTEE'S ADDRESS: CITY, STATE & ZIP: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: LINCOLN NETWORK 1742 BRADDOCK COURT SAN JOSE, CA 95125 08/01/2015 250,000. GENERAL OPERATING SUPPORT - MAINTAIN OPERATIONS AND CONTRACTOR WAGES 250,000. NO 3/2/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES AMOUNT EXPENDED: ANY DIVERSION? DATES OF REPORTS: VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: LUDWIG-MAXIMILIANS-UNIVERSITAT MUNCHEN GRANTEE'S ADDRESS: MAXVORSTADT, PROFESSOR-HUBER-PLATZ CITY, STATE & ZIP: 80539 MUNCHEN FOREIGN COUNTRY: GERMANY GRANT DATE: 10/23/2015 GRANT AMOUNT: 5,000. GRANT PURPOSE: GENERAL OPERATING SUPPORT AMOUNT EXPENDED: 5,000. ANY DIVERSION? NO DATES OF REPORTS: 8/31/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: GRANTEE'S ADDRESS: CITY, STATE & ZIP: FOREIGN COUNTRY: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: UNIVERSITY OF MANCHESTER OXFORD ROAD MANCHESTER UNITED KINGDOM M13 9PL 03/09/2015 5,000. EDUCATIONAL PURPOSES CONT'D ON NEXT PAGE 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 36 ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT AMOUNT EXPENDED: 5,000. ANY DIVERSION? NO DATES OF REPORTS: 8/26/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: JOHN WILLIAM POPE CENTER FOR HIGHER ED GRANTEE'S ADDRESS: 353 E. SIX FORKS ROAD, SUITE 200 CITY, STATE & ZIP: RALEIGH, NC 27609 GRANT DATE: 02/02/2014 GRANT AMOUNT: 10,000. GRANT PURPOSE: EDUCATIONAL CONFERENCE AMOUNT EXPENDED: 10,000. ANY DIVERSION? NO DATES OF REPORTS: 11/10/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: EMERGENT ORDER, LLC GRANTEE'S ADDRESS: 3820 SOUTH CONGRESS AVE, BLDG 2 CITY, STATE & ZIP: AUSTIN, TX 78704 GRANT DATE: 10/14/2014 GRANT AMOUNT: 500,000. GRANT PURPOSE: MEDIA FELLOWSHIP PROGRAM AMOUNT EXPENDED: 500,000. ANY DIVERSION? NO DATES OF REPORTS: 10/10/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: WALDEN UNIVERSITY GRANTEE'S ADDRESS: 100 S WASHINGTON AVE, 4900 CITY, STATE & ZIP: MINNEAPOLIS, MN 55401 GRANT DATE: 02/13/2015 GRANT AMOUNT: 5,000. GRANT PURPOSE: DISSERTATION GRANT AMOUNT EXPENDED: 5,000. ANY DIVERSION? NO DATES OF REPORTS: 11/10/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 37 ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: LINCOLN NETWORK GRANTEE'S ADDRESS: 1742 BRADDOCK COURT CITY, STATE & ZIP: SAN JOSE, CA 95125 GRANT DATE: 11/12/2014 GRANT AMOUNT: 180,000. GRANT PURPOSE: EDUCATION AND NETWORKING EVENT AMOUNT EXPENDED: 180,000. ANY DIVERSION? NO DATES OF REPORTS: 11/14/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 38 FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION ATTACHMENT 15 COMPENSATION CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS EXPENSE ACCT AND OTHER ALLOWANCES CHARLES CHASE KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR .25 0. 0. 0. ELIZABETH B KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR .25 0. 0. 0. CHARLES G KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR/ CHAIRMAN .25 0. 0. 0. BRIAN MENKES 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 SECRETARY 1.00 0. 0. 0. RICHARD H FINK 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 DIRECTOR 1.00 0. 0. 0. DALE GIBBENS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 DIRECTOR 1.00 0. 0. 0. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 ATTACHMENT 15 PAGE 39 FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION DUSTIN PERRY P.O. BOX 2256 WICHITA, KS 67201-2256 TREASURER 1.00 BRIAN HOOKS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 PRESIDENT / DIRECTOR 30.00 WILLIAM RUGER 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 ATTACHMENT 15 (CONT'D) COMPENSATION CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS EXPENSE ACCT AND OTHER ALLOWANCES 0. 0. 0. 255,061. 14,875. 11,050. VICE PRESIDENT OF RESEARCH 1.00 0. 0. 0. KEVIN GENTRY 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VICE PRESIDENT 1.00 0. 0. 0. RYAN STOWERS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VP HIGHER EDUCATION 50.00 238,108. 14,400. 15,042. GRAND TOTALS 493,169. 29,275. 26,092. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 ATTACHMENT 15 PAGE 40 990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES ATTACHMENT 16 NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION COMPENSATION CONTRIBUTIONS EXPENSE ACCT TO EMPLOYEE AND OTHER BENEFIT PLANS ALLOWANCES CHARLES RUGER 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIRECTOR UNIV INVEST 50.00 162,823. 3,013. 2,799. DEBI GHATE 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIRECTOR ACAD INVEST 50.00 151,864. 8,963. 5,050. BRENNAN BROWN 1320 N COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 ASSOC DIR UNIV INVES 50.00 144,433. 8,825. 15,042. JOHN HARDIN 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIR UNIV RELATIONS 50.00 138,580. 8,450. 15,042. BRETT HINKEY 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 PGM OFF UNIV INVEST 50.00 137,605. 8,490. 15,042. 735,305. 37,741. 52,975. TOTAL COMPENSATION 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 ATTACHMENT 16 PAGE 41 990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS ATTACHMENT 17 NAME AND ADDRESS TYPE OF SERVICE COMPENSATION 1888 MANAGEMENT LLC 4111 E 37TH ST N WICHITA, KS 67220 INVESTMENT MGMT SVCS 481,724. PRAIRIE CAPITAL MANAGEMENT LLC 4900 MAIN ST, STE 700 KANSAS CITY, MO 64112 INVESTMENT MGMT SVCS 84,527. MEDIASPEAK STRATEGIES LLC 1455 PENNSYLVANIA AVENUE NW, SUITE 800 WASHINGTON, DC 20004 COMMUNICATIONS&MKTG 202,500. PRG WASHINGTON DC INC 9590 LYNN BUFF COURT, SUITE 16 LAUREL, MD 20723 MULTIMEDIA PRODUCT 186,550. BURSON-MARSTELLER LLC 230 PARK AVENUE SOUTH NEW YORK, NY 10003 MEDIA SERVICES 105,104. TOTAL COMPENSATION 16733H K932 11/15/2016 4:17:47 PM V 15-7F 1,060,405. 85646 PAGE 42 ATTACHMENT 18 FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS CHARLES KOCH FOUNDATION 1320 N. COURTHOUSE RD. SUITE 500 ARLINGTON, VA 22201 703-875-1658 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 43 ATTACHMENT 19 990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN ATTACHMENT 20 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5. CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT NO MATERIALS BEYOND WHAT ARE DESCRIBED ABOVE BE INCLUDED. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 44 ATTACHMENT 20 990PF, PART XV - RESTRICTIONS OR LIMITATIONS ON AWARDS 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 BE DEDICATED TO GRANT ADMINISTRATION.) 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 45 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT 1889 INSTITUTE NONE 1401 N. LINCOLN BLVD. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 214,000. GENERAL OPERATING SUPPORT 150,000. GENERAL OPERATING SUPPORT 22,000. GENERAL OPERATING SUPPORT 17,200. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 10,000. SUITE 350 OKLAHOMA CITY, OK 73104 ACTON INSTITUTE NONE 98 E. FULTON STREET PC GRAND RAPIDS, MI 49503 ADVANCE ARKANSAS INSTITUTE NONE 55 FONTENAY CIRCLE PC LITTLE ROCK, AR 72223 AGORA INSTITUTE FOR CIVIC VIRTUE & THE COMMON GOOD NONE FOWLER HALL PC 1300 EAGLE ROAD SAINT DAVIDS, PA 19087 AMERICAN COUNCIL FOR CAPITAL FORMATION CENTER FOR NONE 1001 CONNECTICUT AVENUE NW PC SUITE 620 WASHINGTON, DC 20036 AMERICAN ENTERPRISE INSTITUTE NONE 1150 17TH STREET, N.W. PC WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 46 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AMERICAN FOREIGN POLICY COUNCIL NONE 509 C STREET NE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 40,000. GENERAL OPERATING SUPPORT 95,000. GENERAL OPERATING SUPPORT 350,000. GENERAL OPERATING SUPPORT 15,500. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 3,300. WASHINGTON, DC 20002 AMERICAN IDEAS INSTITUTE NONE 910 17TH STREET, NW PC SUITE 410 WASHINGTON, DC 20006-2626 AMERICAN LEGISLATIVE EXCHANGE COUNCIL NONE 2900 CRYSTAL DRIVE PC 6TH FLOOR ARLINGTON, VA 22202 AMERICAN UNIVERSITY NONE 4400 MASSACHUSETTS AVE NW PC WASHINGTON, DC 20016 AMERICAS FUTURE FOUNDATION NONE 1513 16TH ST NW PC WASHINGTON, DC 20036 ANDREW COLLEGE NONE 501 COLLEGE ST PC CUTHBERT, GA 39840 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 47 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT APPALACHIAN STATE UNIVERSITY NONE 287 RIVERS ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 2,000. GENERAL OPERATING SUPPORT 917,227. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 40,000. BOONE, NC 28608 ARIZONA STATE UNIVERSITY FOUNDATION NONE P.O. BOX 2260 PC TEMPE, AZ 85280-2260 ASSOCIATION OF PRIVATE ENTERPRISE EDUCATION NONE 313 FLETCHER HALL, DEPT. 6106 PC 615 MCCALLIE AVE. CHATTANOOGA, TN 37403-2598 ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY NONE 300 E. UNIVERSITY DRIVE PC TEMPE, AZ 85281-2033 ATLAS ECONOMIC RESEARCH FOUNDATION NONE 1201 L STREET NW PC WASHINGTON, DC 20005 AUSTIN INSTITUTE FOR THE STUDY OF FAMILY AND CULTU NONE 1611 WEST AVE PC AUSTIN, TX 78701 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 48 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AZUSA PACIFIC UNIVERSITY NONE 901 E ALOSTA AVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 18,000. GENERAL OPERATING SUPPORT 4,500. GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 7,000. GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 253,500. AZUSA, CA 91702 BALDWIN-WALLACE UNIVERSITY NONE 275 EASTLAND RD PC BEREA, OH 44017 BALL STATE UNIVERSITY NONE 2000 W UNIVERSITY AVE PC MUNCIE, IN 47306 BARTON COLLEGE NONE 200 ATLANTIC CHRISTIAN COL DR NE PC WILSON, NC 27893 BASTIAT SOCIETY NONE 180 SPRING STREET PF CHARLESTON, SC 29403 BAYLOR UNIVERSITY NONE 1301 S UNIVERSITY PARKS DR PC WACO, TX 76798 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 49 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BELOIT COLLEGE NONE 700 COLLEGE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 7,000. GENERAL OPERATING SUPPORT 8,600. GENERAL OPERATING SUPPORT 8,500. GENERAL OPERATING SUPPORT 805,000. GENERAL OPERATING SUPPORT 36,760. GENERAL OPERATING SUPPORT 9,000. BELOIT, WI 53511 BERRY COLLEGE NONE 2277 MARTHA BERRY HIGHWAY NW PC MT BERRY, GA 30149 BETHEL COLLEGE NONE 300 27TH ST PC NORTH NEWTON, KS 67117 BILL OF RIGHTS INSTITUTE NONE 200 NORTH GLEBE ROAD PC SUITE 200 ARLINGTON, VA 22203 BIOLA UNIVERSITY NONE 13800 BIOLA AVE PC LA MIRADA, CA 90639 BOISE STATE UNIVERSITY FOUNDATION NONE 2225 UNIVERSITY DRIVE PC BOISE, ID 83706 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 50 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BOSTON COLLEGE NONE 140 COMMONWEALTH AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 11,000. GENERAL OPERATING SUPPORT 2,000. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 280,000. GENERAL OPERATING SUPPORT 377,674. CHESTNUT HILL, MA 02467 BOWLING GREEN STATE UNIVERSITY FOUNDATION NONE 333 SHANZEL HALL PC BOWLING GREEN, OH 43403 BRIGHAM YOUNG UNIVERSITY NONE BRIGHAM YOUNG UNIVERSITY PC PROVO, UT 84602 BROOKFIELD ACADEMY NONE 3462 N BROOKFIELD RD PC BROOKFIELD, WI 53045 BROOKINGS INSTITUTION NONE 1775 MASSACHUSETTS AVE, NW PC WASHINGTON, DC 20036 BROWN UNIVERSITY NONE PO BOX 1893 PC PROVIDENCE, RI 02918 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 51 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BRYAN COLLEGE NONE 721 BRYAN DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 4,800. GENERAL OPERATING SUPPORT 2,832. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 40,000. GENERAL OPERATING SUPPORT 9,600. GENERAL OPERATING SUPPORT 25,000. DAYTON, TN 37321 CALIFORNIA STATE UNIVERSITY - CHICO NONE 400 W 1ST ST PC CHICO, CA 95929 CALIFORNIA STATE UNIVERSITY - FRESNO FOUNDATION NONE 4910 N. CHESTNUT PC FRESNO, CA 93726-1852 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION NONE CALVIN COOLIDGE PRESIDENTIAL FOUNDATION, INC PC P.O. BOX 97 PLYMOUTH, VT 05056 CARROLL COLLEGE NONE 1601 N BENTON AVE PC HELENA, MT 59625 CARSON SCHOLARS FUND NONE 305 W. CHESAPEAKE AVENUE PC SUITE 310 TOWSON, MD 21204 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 52 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CATHOLIC UNIVERSITY OF AMERICA NONE 620 MICHIGAN AVE NE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 212,500. GENERAL OPERATING SUPPORT 2,170,000. GENERAL OPERATING SUPPORT 23,500. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 3,040. GENERAL OPERATING SUPPORT 50,000. WASHINGTON, DC 20064 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVE, NW PC WASHINGTON, DC 20001-5403 CEDARVILLE UNIVERSITY NONE 251 N MAIN ST PC CEDARVILLE, OH 45314 CENTER FOR ENVIRONMENTAL SCIENCE ACCURACY AND RELI NONE 49197?ROAD 426 PC SUITE C OAKHURST, CA 93644 CENTER FOR NEIGHBORHOOD ENTERPRISE NONE 1625 K ST NW PC #1200 WASHINGTON, DC 20006 CENTER FOR THE NATIONAL INTEREST NONE 1025 CONNECTICUT AVENUE NW PC SUITE 1200 WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 53 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CENTER FOR THE STUDY OF GOVERNMENT AND THE I NONE 1420 AUSTIN BLUFFS PARKWAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,500. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 45,000. GENERAL OPERATING SUPPORT 9,800. GENERAL OPERATING SUPPORT 3,500. GENERAL OPERATING SUPPORT 22,000. COLORADO SPRINGS, CO 80918 CENTRAL CAROLINA COMMUNITY COLLEGE FOUNDATION NONE 1105 KELLY DR PC SANFORD, NC 27330 CHAPMAN UNIVERSITY NONE 1 UNIVERSITY DR PC ORANGE, CA 92866 CHARLESTON SOUTHERN UNIVERSITY NONE 9200 UNIVERSITY BLVD PC NORTH CHARLESTON, SC 29406 CHESTNUT HILL COLLEGE NONE 9601 GERMANTOWN AVE PC PHILADELPHIA, PA 19118 CHRISTOPHER NEWPORT UNIVERSITY NONE 1 AVENUE OF THE ARTS PC NEWPORT NEWS, VA 23606 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 54 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CLAREMONT GRADUATE UNIVERSITY NONE 150 E 10TH ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 75,000. GENERAL OPERATING SUPPORT 27,000. GENERAL OPERATING SUPPORT 234,940. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 3,150. GENERAL OPERATING SUPPORT 6,000. CLAREMONT, CA 91711 CLAREMONT MCKENNA COLLEGE NONE 888 COLUMBIA AVE PC CLAREMONT, CA 91711 CLEMSON UNIVERSITY NONE 201 SIKES HALL PC CLEMSON, SC 29634 COLLEGE OF CHARLESTON FOUNDATION NONE 66 GEORGE ST. PC CHARLESTON, SC 29424 COLLEGE OF SAINT ROSE NONE 432 WESTERN AVE PC ALBANY, NY 12203 COLLEGE OF THE SEQUOIAS FOUNDATION NONE 915 S. MOONEY BLVD. PC VISALIA, CA 93277-2214 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 55 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT COLUMBIA UNIVERSITY NONE 116TH ST & BROADWAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 7,000. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 5,000. NEW YORK, NY 10027 COMPETITIVE ENTERPRISE INSTITUTE NONE 1899 L ST NW PC 12TH FLOOR WASHINGTON, DC 20036 CONCORDIA UNIVERSITY WISCONSIN NONE 12800 N LAKE SHORE DR PC MEQUON, WI 53097 CORBAN UNIVERSITY NONE 5000 DEER PARK DR SE PC SALEM, OR 97317 CORNELL LAW SCHOOL NONE MYRON TAYLOR HALL PC ITHACA, NY 14853-4901 CORNELL UNIVERSITY NONE DAY HALL LOBBY PC CORNELL UNIVERSITY ITHACA, NY 14853 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 56 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CREIGHTON UNIVERSITY NONE 2500 CALIFORNIA PLAZA PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 294,000. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 590,000. GENERAL OPERATING SUPPORT 2,000. GENERAL OPERATING SUPPORT 115,000. GENERAL OPERATING SUPPORT 11,113. OMAHA, NE 68102 CTC FOUNDATION NONE 1225 SOUTH CLARK STREET SO I SUITE 500 ARLINGTON, VA 22202-4376 DAILY CALLER NEWS FOUNDATION NONE 1050 17TH ST. NW PC SUITE 900 WASHINGTON, DC 20036 DARTMOUTH COLLEGE NONE DARTMOUTH COLLEGE PC HANOVER, NH 03755 DONORS TRUST NONE 1800 DIAGONAL STREET PC SUITE 280 ALEXANDRIA, VA 22314 EAST CAROLINA UNIVERSITY NONE 1001 E 5TH ST PC GREENVILLE, NC 27858 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 57 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT EASTERN FLORIDA STATE COLLEGE NONE 3865 N WICKHAM RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 11,000. GENERAL OPERATING SUPPORT 75,000. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 365,000. GENERAL OPERATING SUPPORT 10,000. MELBOURNE, FL 32935 EMORY UNIVERSITY NONE 201 DOWMAN DR PC ATLANTA, GA 30322 ENCOUNTER FOR EDUCATION AND CULTURE, INC. NONE 900 BROADWAY PF SUITE 601 NEW YORK, NY 10003 ENERGY INNOVATION REFORM PROJECT NONE 2433 N KENMORE STREET PC ARLINGTON, VA 22207 FEDERALIST SOCIETY NONE 1776 I STREET, NW PC SUITE 300 WASHINGTON, DC 20006 FLEX YOUR RIGHTS FOUNDATION NONE 8730 GEORGIA AVE. PC STE. 300 SILVER SPRING, MD 20910 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 58 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FLORIDA ATLANTIC UNIVERSITY FOUNDATION NONE 777 GLADES ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 27,900. GENERAL OPERATING SUPPORT 4,500. GENERAL OPERATING SUPPORT 42,000. GENERAL OPERATING SUPPORT 75,000. GENERAL OPERATING SUPPORT 5,000. AD 295 BOCA RATON, FL 33431 FLORIDA GULF COAST UNIVERSITY NONE 10501 FGCU BLVD S PC FORT MYERS, FL 33965 FLORIDA STATE UNIVERSITY NONE 600 W COLLEGE AVE PC TALLAHASSEE, FL 32306 FLORIDA STATE UNIVERSITY FOUNDATION NONE 2010 LEVY AVE PC #300 TALLAHASSEE, FL 32310 FOUNDATION FOR CONSTITUTIONAL GOVERNMENT NONE 350 WEST 42ND STREET PC SUITE 37C NEW YORK, NY 10036 FOUNDATION FOR FREE ENTERPRISE NONE 61 SOUTH PARAMUS RD. PC PARAMUS, NJ 07652 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 59 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FOUNDATION FOR I RIGHTS IN EDUCATION NONE 510 WALNUT ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 370,000. GENERAL OPERATING SUPPORT 26,000. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 85,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 5,000. SUITE 1250 PHILADELPHIA, PA 19106 FRASIER INSTITUTE NONE 1770 BURRARD ST. FLOOR 4 PC VANCOUVER CANADA V6J FREEDOM TRUST NONE 130 GREEN LANE PC GREENSBURG, PA 15601 FRONTIERS OF FREEDOM INSTITUTE NONE 4094 MAJESTIC BLVD. PC #380 FAIRFAX, VA 22033 FUTURE OF FREEDOM FOUNDATION NONE 11350 RANDOM HILLS ROAD PC SUITE 800 FAIRFAX, VA 22030 GANNON UNIVERSITY NONE 109 UNIVERSITY SQUARE PC ERIE, PA 16501 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 60 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT GEORGE C. MARSHALL INSTITUTE NONE 1601 N KENT ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 125,000. GENERAL OPERATING SUPPORT 11,300. GENERAL OPERATING SUPPORT 13,269,401. GENERAL OPERATING SUPPORT 417,335. GENERAL OPERATING SUPPORT 657,000. GENERAL OPERATING SUPPORT 10,000. #802 ARLINGTON, VA 22209 GEORGE FOX UNIVERSITY NONE 414 N MERIDIAN ST PC NEWBERG, OR 97132 GEORGE MASON UNIVERSITY FOUNDATION NONE 4400 UNIVERSITY DRIVE PC FAIRFAX, VA 22030 GEORGE WASHINGTON UNIVERSITY NONE 2121 I ST NW PC WASHINGTON, DC 20052 GEORGETOWN UNIVERSITY NONE 3700 O ST NW PC WASHINGTON, DC 20057 GEORGIA COLLEGE AND STATE UNIVERSITY NONE 231 W HANCOCK ST PC MILLEDGEVILLE, GA 31061 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 61 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT GEORGIA GWINNETT COLLEGE FOUNDATION NONE 1000 UNIVERSITY CENTER LANE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 4,000. GENERAL OPERATING SUPPORT 50,800. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 5,000. BUILDING B, SUITE 2000 LAWRENCEVILLE, GA 30043 GEORGIA JUSTICE PROJECT NONE 438 EDGEWOOD AVE SE PC ATLANTA, GA 30312 GEORGIA PUBLIC POLICY FOUNDATION NONE 3200 COBB GALLERIA PKWY PC #214 ATLANTA, GA 30339 GEORGIA STATE UNIVERSITY FOUNDATION NONE P. O. BOX 2668 PC ATLANTA, GA 30301-2668 GLOUCESTER INSTITUTE NONE 6496 ALLMONDSVILLE RD PC GLOUCESTER, VA 23061 GREEN FOR ALL NONE 1611 TELEGRAPH AVENUE PC SUITE 600 OAKLAND, CA 94612 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 62 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT GREENLEE SCHOOL OF JOURNALISM & COMMUNICATION NONE 101 HAMILTON HALL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,500. GENERAL OPERATING SUPPORT 48,075. GENERAL OPERATING SUPPORT 6,000. GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 115,000. GENERAL OPERATING SUPPORT 3,300. AMES, IA 50011 GROVE CITY COLLEGE NONE 100 CAMPUS DR PC GROVE CITY, PA 16127 GUSTAVUS ADOLPHUS COLLEGE NONE 800 W COLLEGE AVE PC ST PETER, MN 56082 HAMPDEN-SYDNEY COLLEGE NONE 1 COLLEGE RD PC FARMVILLE, VA 23943 HARVARD UNIVERSITY NONE MASSACHUSETTS HALL PC CAMBRIDGE, MA 02138 HIGH POINT UNIVERSITY NONE 1 UNIVERSITY PARKWAY PC HIGH POINT, NC 27268 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 63 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT HILLSDALE COLLEGE NONE 33 E COLLEGE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 39,140. GENERAL OPERATING SUPPORT 2,100. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 31,500. GENERAL OPERATING SUPPORT 19,000. GENERAL OPERATING SUPPORT 7,500. HILLSDALE, MI 49242 HOLLINS UNIVERSITY NONE 7916 WILLIAMSON RD PC ROANOKE, VA 24019 HOLY SPIRIT INTERNATIONAL NONE 840 E KAIBAB TRAIL DRIVE PC MERIDIAN, ID 83646 HOPE COLLEGE NONE 141 E 12TH ST PC HOLLAND, MI 49423 HOUGHTON COLLEGE NONE 1 WILLARD AVE PC HOUGHTON, NY 14744 HOUSTON BAPTIST UNIVERSITY NONE 7502 FONDREN RD PC HOUSTON, TX 77074 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 64 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ILLINOIS STATE UNIVERSITY NONE 100 N UNIVERSITY ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 45,000. GENERAL OPERATING SUPPORT 215,000. GENERAL OPERATING SUPPORT 16,000. GENERAL OPERATING SUPPORT 52,500. GENERAL OPERATING SUPPORT 4,428,000. GENERAL OPERATING SUPPORT 20,000. NORMAL, IL 61761 INDIANA UNIVERSITY NONE 107 S INDIANA AVE PC BLOOMINGTON, IN 47405 INDIANA UNIVERSITY FOUNDATION NONE 1500 N. STATE ROAD 46 BYPASS PC BLOOMINGTON, IN 47408 INSTITUTE FOR FAITH, WORK, AND ECONOMICS NONE 8400 WESTPARK DR PC #100 MCLEAN, VA 22102 INSTITUTE FOR HUMANE STUDIES NONE 3434 WASHINGTON BLVD. PC MS 1C5 ARLINGTON, VA 22201 INSTITUTE FOR RESPONSIBLE CITIZENSHIP NONE 1227 25TH ST NW PC #600 WASHINGTON, DC 20037 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 65 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT INTERNATIONAL SOCIETY FOR I LIBERTY NONE 237 KEARNY ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 1,652. GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 65,000. GENERAL OPERATING SUPPORT 18,000. #120 SAN FRANCISCO, CA 94108-5174 IOWA STATE UNIVERSITY NONE 2229 LINCOLN WAY PC AMES, IA 50014-7164 JACKSONVILLE STATE UNIVERSITY FOUNDATION NONE ROCK HOUSE PC 700 PELHAM ROAD NORTH JACKSONVILLE, AL 36265 JACKSONVILLE UNIVERSITY NONE 2800 UNIVERSITY BLVD N PC JACKSONVILLE, FL 32211 JAMES MADISON INSTITUTE NONE 100 N DUVAL ST PC TALLAHASSEE, FL 32301 JAMES SPRUNT COMMUNITY COLLEGE NONE 133 JAMES SPRUNT DR PC KENANSVILLE, NC 28349 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 66 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT JAMES WILSON INSTITUTE NONE 1730 RHODE ISLAND AVE. NW. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 2,500. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 170,000. GENERAL OPERATING SUPPORT 8,500. GENERAL OPERATING SUPPORT 18,000. SUITE 212 WASHINGTON, DC 20036 JOHN WILLIAM POPE CIVITAS INSTITUTE, INC. NONE 100 S HARRINGTON ST. PF RALEIGH, NC 27603 JOHNS HOPKINS UNIVERSITY NONE 3400 N. CHARLES STREET PC BALTIMORE, MD 21218 JOHNSON AND WALES UNIVERSITY - CHARLOTTE NONE 801 W TRADE ST PC CHARLOTTE, NC 28202 JUDSON UNIVERSITY NONE 1151 N STATE ST PC ELGIN, IL 60123 KENNESAW STATE UNIVERSITY FOUNDATION, INC. NONE 3391 TOWN POINT DRIVE PC SUITE 4530/MAIL DROP 9101 KENNESAW, GA 30144 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 67 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT KENYON COLLEGE NONE 103 COLLEGE RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 15,500. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 3,000. GENERAL OPERATING SUPPORT 1,500. GAMBIER, OH 43022 KING'S COLLEGE LONDON NONE STRAND NC LONDON UNITED KINGDOM WC2R 2LS LA SIERRA UNIVERSITY NONE 4500 RIVERWALK PKWY PC RIVERSIDE, CA 92505 LAKE FOREST COLLEGE NONE 555 N SHERIDAN RD PC LAKE FOREST, IL 60045 LAKELAND COLLEGE NONE W3718 SOUTH DR PC PLYMOUTH, WI 53073 LEADERSHIP PROGRAM OF THE ROCKIES NONE 1777 S HARRISON ST PC #807 DENVER, CO 80210 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 68 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT LEE UNIVERSITY NONE 1120 N OCOEE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 7,500. GENERAL OPERATING SUPPORT 250,000. GENERAL OPERATING SUPPORT 18,000. GENERAL OPERATING SUPPORT 24,000. GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 5,000. CLEVELAND, TN 37311 LINCOLN NETWORK NONE 1742 BRADDOCK COURT NC SAN JOSE, CA 95125 LONG ISLAND UNIVERSITY NONE 720 NORTHERN BLVD PC BROOKVILLE, NY 11548 LOYOLA UNIVERSITY - NEW ORLEANS NONE 6363 ST CHARLES AVE PC NEW ORLEANS, LA 70118 LSU FOUNDATION NONE 3838 W LAKESHORE DR PC BATON ROUGE, LA 70808 LUDWIG-MAXIMILIANS-UNIVERSITAT MUNCHEN NONE MAXVORSTADT, PROFESSOR-HUBER-PLATZ NC 8059 MUNCHEN GERMANY ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 69 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT MALONE UNIVERSITY NONE 2600 CLEVELAND AVE NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,480. GENERAL OPERATING SUPPORT 35,000. GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 11,000. GENERAL OPERATING SUPPORT 126,400. GENERAL OPERATING SUPPORT 8,000. CANTON, OH 44709 MANHATTAN INSTITUTE FOR POLICY RESEARCH, INC. NONE 52 VANDERBILT AVE PC #201 NEW YORK, NY 10017 MANHATTANVILLE COLLEGE NONE 2900 PURCHASE ST PC PURCHASE, NY 10577 MASSACHUSETTS INSTITUTE OF TECHNOLOGY NONE 77 MASSACHUSETTS AVE PC CAMBRIDGE, MA 02139 MCGILL UNIVERSITY NONE 845 RUE SHERBROOKE O PC MONTREAL CANADA QCH3AOG4 MCKENDREE UNIVERSITY NONE 701 COLLEGE RD PC LEBANON, IL 62254 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 70 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT MERCER UNIVERSITY NONE 1501 MERCER UNIVERSITY DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 3,024. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 24,000. GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 13,000. MACON, GA 31207 METHODIST UNIVERSITY NONE 5400 RAMSEY ST PC FAYETTEVILLE, NC 28311 METROPOLITAN STATE UNIVERSITY DENVER FOUNDATION NONE STUDENT SUCCESS BUILDING PC 890 AURARIA PKWY #410 DENVER, CO 80204 MICHIGAN STATE UNIVERSITY NONE 220 TROWBRIDGE RD PC EAST LANSING, MI 48824 MIDDLE TENNESSEE STATE UNIVERSITY FOUNDATION NONE BOX 109 PC WOOD STEGALL CENTER MIDDLE TENNESSEE STATE UNIVERS MURFREESBORO, TN 37132 MILLIKIN UNIVERSITY NONE 1184 W MAIN ST PC DECATUR, IL 62522 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 71 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT MISSISSIPPI INDUSTRIAL HERITAGE MUSEUM NONE 402 19TH AVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 177,335. GENERAL OPERATING SUPPORT 6,055. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 60,000. MERIDIAN, MS 39301 MISSISSIPPI STATE UNIVERSITY NONE 75 B. S. HOOD RD PC MISSISSIPPI STATE UNIV, MS 39762 MOUNT HOLYOKE COLLEGE NONE 50 COLLEGE ST PC SOUTH HADLEY, MA 01075 MOUNTAIN STATES LEGAL FOUNDATION NONE 2596 SOUTH LEWIS WAY PC LAKEWOOD, CO 80227 MURRAY STATE UNIVERSITY NONE 102 CURRIS CENTER PC MURRAY, KY 42071 NATIONAL ASSOCIATION OF SCHOLARS NONE 8 W 38TH ST PC SUITE 503 NEW YORK, NY 10018 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 72 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT NETWORK OF ENLIGHTENED WOMEN NONE ATTN: KARIN AGNESS PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 95,000. GENERAL OPERATING SUPPORT 8,600. GENERAL OPERATING SUPPORT 13,031. GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 25,000. 1513 16TH STREET, NW WASHINGTON, DC 20036 NEW YORK UNIVERSITY NONE 70 WASHINGTON SQUARE SOUTH PC NEW YORK, NY 10012 NORTH CAROLINA COUNCIL ON ECONOMIC EDUCATION NONE 809 SPRING FOREST RD PC #900 RALEIGH, NC 27609 NORTH CAROLINA STATE UNIVERSITY NONE 4102 NELSON HALL PC 2801 FOUNDERS DRIVE RALEIGH, NC 27695-7229 NORTH PARK UNIVERSITY NONE 3225 W FOSTER AVE PC CHICAGO, IL 60625 NORTHERN ILLINOIS UNIVERSITY NONE 231 N ANNIE GLIDDEN RD PC DEKALB, IL 60115 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 73 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT NORTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION NONE 709 OKLAHOMA BLVD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 23,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 6,000. GENERAL OPERATING SUPPORT 60,000. GENERAL OPERATING SUPPORT 51,000. ALVA, OK 73717 NOTRE DAME COLLEGE NONE 4545 COLLEGE RD PC SOUTH EUCLID, OH 44121 OGLETHORPE UNIVERSITY NONE 4484 PEACHTREE RD PC ATLANTA, GA 30319 OHIO CHRISTIAN UNIVERSITY NONE 1476 LANCASTER PIKE PC CIRCLEVILLE, OH 43113 OHIO UNIVERSITY FOUNDATION NONE 104 MCGUFFEY HALL PC ATHENS, OH 45701 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS NONE 1401 N LINCOLN BLVD PC OKLAHOMA CITY, OK 73104 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 74 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT OKLAHOMA STATE UNIVERSITY FOUNDATION NONE 400 S MONROE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 137,000. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 19,400. GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 44,000. GENERAL OPERATING SUPPORT 6,500. STILLWATER, OK 74074 PACIFIC RESEARCH INSTITUTE NONE 101 MONTGOMERY ST PC #1300 SAN FRANCISCO, CA 94104 PATRICK HENRY COLLEGE NONE 10 PATRICK HENRY CIR PC PURCELLVILLE, VA 20132 PEPPERDINE UNIVERSITY NONE 24255 PACIFIC COAST HWY PC MALIBU, CA 90263 POLICE FOUNDATION NONE 1201 CONNECTICUT AVE NW PC #200 WASHINGTON, DC 20036 PRESBYTERIAN COLLEGE NONE 503 S BROAD ST PC CLINTON, SC 29325 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 75 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PRISON ENTREPRENEURSHIP PROGRAM NONE P.O. BOX 926274 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 150,000. GENERAL OPERATING SUPPORT 867. GENERAL OPERATING SUPPORT 624,000. HOUSTON, TX 77292-6274 PRISON UNIVERSITY PROJECT NONE P.O. BOX 492 PC SAN QUENTIN, CA 94964 PROJECT LIBERTY INC NONE 1800 DIAGONAL ROAD PC SUITE 280 ALEXANDRIA, VA 22314 PROPERTY AND ENVIRONMENT RESEARCH CENTER NONE 2048 ANALYSIS DR PC STE A BOZEMAN, MT 59718 PROVIDENCE COLLEGE NONE 1 CUNNINGHAM SQUARE PC PROVIDENCE, RI 02918 PURDUE RESEARCH FOUNDATION NONE 1281 WIN HENTSCHEL BLVD PC WEST LAFAYETTE, IN 47906 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 76 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURDUE UNIVERSITY NONE 610 PURDUE MALL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 46,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 11,300. GENERAL OPERATING SUPPORT 110,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 25,000. WEST LAFAYETTE, IN 47907 RADFORD UNIVERSITY NONE 801 EAST MAIN ST. PC RADFORD, VA 24142 RAMAPO COLLEGE FOUNDATION NONE 505 RAMAPO VALLEY RD. PC MAHWAH, NJ 07430 REASON FOUNDATION NONE 1747 CONNECTICUT AVENUE, NW PC WASHINGTON, DC 20009 REASON, IISM, FREEDOM INSTIUTE NONE 9400 SOUTH DAMEN AVENUE PC CHICAGO, IL 60643 REGENT UNIVERSITY NONE 1000 REGENT UNIVERSITY DR PC VIRGINIA BEACH, VA 23464 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 77 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NE NONE P.O. BOX 9 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 30,610. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 2,200. GENERAL OPERATING SUPPORT 5,500. GENERAL OPERATING SUPPORT 12,000. ALBANY, NY 12201-0009 RESOURCES FIRST FOUNDAITON NONE 74 LUNT ROAD PC SUITE 302 FALMOUTH, ME 04105 RIO GRANDE FOUNDATION NONE P.O. BOX 40336 PC ALBUQUERQUE, NM 87196 ROANOKE COLLEGE NONE 221 COLLEGE LANE PC SALEM, VA 24153 ROCHESTER INSTITUTE OF TECHNOLOGY NONE 1 LOMB MEMORIAL DR PC ROCHESTER, NY 14623 ROCKFORD UNIVERSITY NONE 5050 E STATE ST PC ROCKFORD, IL 61108 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 78 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ROGERS STATE UNIVERSITY FOUNDATION NONE 1701 W WILL ROGERS BLVD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 6,500. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 4,074. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 66,500. CLAREMORE, OK 74017 ROSE-HULMAN INSTITUTE OF TECHNOLOGY NONE 5500 WABASH AVE PC TERRE HAUTE, IN 47803 RUTGERS THE STATE UNIVERSITY OF NEW JERSEY NONE 55 COMMERCIAL AVE PC NEW BRUNSWICK, NJ 08901 SAINT FRANCIS UNIVERSITY NONE 117 EVERGREEN DRIVE PC LORETTO, PA 15940 SAMFORD UNIVERSITY NONE 800 LAKESHORE DR PC BIRMINGHAM, AL 35229 SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION NONE 5250 CAMPANILE DRIVE PC SAN DIEGO, CA 92182 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 79 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT SAN FRANCISCO COMMUNITY FUND NONE 335 POWELL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 54,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 10,105. GENERAL OPERATING SUPPORT 10,000. 14TH FLOOR SAN FRANCISCO, CA 94109 SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION NONE 210 N. 4TH STREET PC FOURTH FLOOR SARAH LAWRENCE COLLEGE NONE 1 MEAD WAY PC BRONXVILLE, NY 10708 SEATTLE PACIFIC UNIVERSITY NONE 3307 3RD AVE W PC SEATTLE, WA 98119 SETON HALL UNIVERSITY NONE 400 S ORANGE AVE PC SOUTH ORANGE, NJ 07079 SHASTA COLLEGE FOUNDATION NONE PO BOX 496006 PC REDDING, CA 96049 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 80 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT SOUTHERN ILLINOIS UNIVERSITY - CARBONDALE NONE 1263 LINCOLN DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 50,979. GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 636,000. GENERAL OPERATING SUPPORT 10,100. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 8,000. CARBONDALE, IL 62901 SOUTHERN ILLINOIS UNIVERSITY FOUNDATION NONE COLYER HALL PC 1235 DOUGLAS DRIVE CARBONDALE, IL 62901-6899 SOUTHERN METHODIST UNIVERSITY NONE PO BOX 750100 PC DALLAS, TX 75275-0100 SOUTHERN UNIVERSITY AT NEW ORLEANS FOUNDATION NONE 6400 PRESS DRIVE PC NEW ORLEANS, LA 70126 ST BONAVENTURE UNIVERSITY NONE 3261 W STATE RD PC ST BONAVENTURE, NY 14778 ST CLOUD STATE UNIVERSITY FOUNDATION NONE 720 FOURTH AVENUE SOUTH PC ST. CLOUD, MN 56301-4498 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 81 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ST JOHNS UNIVERSITY NONE 8000 UTOPIA PARKWAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 39,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 5,250. GENERAL OPERATING SUPPORT 16,000. GENERAL OPERATING SUPPORT 75,000. QUEENS, NY 11439 ST VINCENT COLLEGE NONE 300 FRASER PURCHASE RD PC LATROBE, PA 15650 ST. AMBROSE UNIVERSITY NONE 518 LOCUST ST PC DAVENPORT, IA 52803 ST. EDWARDS UNIVERSITY NONE 3001 S CONGRESS AVE PC AUSTIN, TX 78704 ST. LAWRENCE UNIVERSITY NONE 23 ROMODA DR PC CANTON, NY 13617 STANFORD UNIVERSITY NONE 450 SERRA MALL PC STANFORD, CA 94305 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 82 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT STEPHEN F AUSTIN STATE UNIVERSITY NONE 1936 NORTH ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 15,049. GENERAL OPERATING SUPPORT 2,000. GENERAL OPERATING SUPPORT 310,000. GENERAL OPERATING SUPPORT 55,000. GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 8,700. NACOGDOCHES, TX 75962 STONEHILL COLLEGE NONE 320 WASHINGTON ST PC NORTH EASTON, MA 02357 STRATA POLICY NONE 255 S MAIN ST PC #100 LOGAN, UT 84321 STUDENTS FOR LIBERTY NONE 1101 17TH STREET NW PC SUITE 810 WASHINGTON, DC 20036 SUFFOLK UNIVERSITY NONE 8 ASHBURTON PL PC BOSTON, MA 02108 SUSQUEHANNA UNIVERSITY NONE 514 UNIVERSITY AVE PC SELINSGROVE, PA 17870 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 83 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TALIESIN NEXUS NONE 3328 OAKHURST AVE. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 230,000. GENERAL OPERATING SUPPORT 35,500. GENERAL OPERATING SUPPORT 147,361. GENERAL OPERATING SUPPORT 175,375. GENERAL OPERATING SUPPORT 1,500. GENERAL OPERATING SUPPORT 2,034,500. APT. 204 LOS ANGELES, CA 90034 TEXAS A&M UNIVERSITY NONE 400 BIZZELL ST PC COLLEGE STATION, TX 77840 TEXAS A&M UNIVERSITY FOUNDATION NONE 401 GEORGE BUSH DR. PC COLLEGE STATION, TX 77840 TEXAS PUBLIC POLICY FOUNDATION NONE 901 CONGRESS AVE PC AUSTIN, TX 78701 TEXAS STATE UNIVERSITY - SAN MARCOS NONE 601 UNIVERSITY DR PC SAN MARCOS, TX 78666 TEXAS TECH UNIVERSITY - FOUNDATION NONE INSTITUTIONAL ADVANCEMENT PC BOX 41081 LUBBOCK, TX 79409-1081 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 84 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSI NONE 1860 VAN HISE HALL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 9,500. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 340,000. GENERAL OPERATING SUPPORT 1,500. 1220 LINDEN DR. MADISON, WI 53706 THE BOARD OF TRUSTEES OF ILLINOIS STATE UNIVERSITY NONE 1200 COMPTROLLERS OFFICE PC NORMAL, IL 61790-1200 THE BOARD OF TRUSTEES OF SOUTHERN ILLINOIS UNIVERS NONE 1400 DOUGLAS DRIVE PC MAILCODE 6801 CARBONDALE, IL 62901 THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI NONE 352 HENRY ADMINISTRATION BUILDING, MC-350 PC 506 S. WRIGHT ST. URBANA, IL 61801 THE CENTER FOR NATIONAL INTEREST NONE 1025 CONNECTICUT AVENUE NW PC SUITE 1200 WASHINGTON, DC 20036 THE CITADEL FOUNDATION NONE 171 MOULTRIE ST PC CHARLESTON, SC 29409 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 85 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT THE COLLEGE OF NEW JERSEY NONE 2000 PENNINGTON RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 18,670. GENERAL OPERATING SUPPORT 60,000. GENERAL OPERATING SUPPORT 2,500. GENERAL OPERATING SUPPORT 45,000. EWING TOWNSHIP, NJ 08628 THE FUND FOR AMERICAN STUDIES NONE 1706 NEW HAMPSHIRE AVE NW PC WASHINGTON, DC 20009 THE KINGS COLLEGE NONE 56 BROADWAY PC NEW YORK, NY 10004 THE TRUSTEES OF PRINCETON UNIVERSITY NONE 1 NASSAU ST PC PRINCETON, NJ 08544 THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY NONE 9035 GOLDEN SUNSET LN PC SPRINGFIELD, VA 22153 TOMORROWS CURES TODAY FOUNDATION NONE 1747 PENNSYLVANIA AVENUE NW PC SUITE 1000 WASHINGTON, DC 20003 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 86 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TOWSON UNIVERSITY FOUNDATION NONE 8000 YORK ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 6,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 525. GENERAL OPERATING SUPPORT 9,200. GENERAL OPERATING SUPPORT 15,000. TOWSON, MD 21252-0001 TRINITY COLLEGE NONE 300 SUMMIT ST PC HARTFORD, CT 06106 TRUSTEES UNIVERSITY OF PENNSYLVANIA NONE 1 COLLEGE HALL ROOM 211 PC PHILADELPHIA, PA 19104-6303 TUSKEGEE UNIVERSITY NONE 1200 W MONTGOMERY RD PC TUSKEGEE, AL 36088 UNIVERSITY ENTERPRISES CORPORATION NONE 5500 UNIVERSITY PARKWAY PC SAN BERNARDINO, CA 92407-2393 UNIVERSITY FOUNDATION OF CSU CHICO NONE KENDALL HALL 114 PC CALIFORNIA STATE UNIVERSITY, CHICO CHICO, CA 95929-0156 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 87 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF ALABAMA-TUSCALOOSA NONE THE UNIVERSITY OF ALABAMA PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 116,600. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 455,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 11,800. TUSCALOOSA, AL 35487 UNIVERSITY OF ARIZONA FOUNDATION NONE 1111 N. CHERRY AVENUE PC P.O. BOX 210109 TUCSON, AZ 85721-0109 UNIVERSITY OF CALIFORNIA - IRVINE NONE 510 ALDRICH HALL PC IRVINE, CA 92697-1900 UNIVERSITY OF CHICAGO NONE 5801 SOUTH ELLIS AVENUE PC CHICAGO, IL 60637 UNIVERSITY OF DAYTON NONE 300 COLLEGE PARK PC DAYTON, OH 45469 UNIVERSITY OF GEORGIA NONE BALDWIN HALL 415 PC ATHENS, GA 30602 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 88 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF GEORGIA FOUNDATION NONE 394 SOUTH MILLEDGE AVE. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 106,500. GENERAL OPERATING SUPPORT 17,500. GENERAL OPERATING SUPPORT 28,000. GENERAL OPERATING SUPPORT 620,800. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 2,400. MILLEDGE CENTRE, SUITE 100 ATHENS, GA 30602-5582 UNIVERSITY OF HOUSTON NONE 4800 CALHOUN RD. PC HOUSTON, TX 77004 UNIVERSITY OF KENTUCKY NONE 105 MAIN BUILDING PC LEXINGTON, KY 40506-0032 UNIVERSITY OF LOUISVILLE NONE 2301 S 3RD ST PC LOUISVILLE, KY 40292 UNIVERSITY OF MANCHESTER NONE OXFORD ROAD NC MANCHESTER UNITED KINGDOM M13 9PL UNIVERSITY OF MARY NONE 7500 UNIVERSITY DR PC BISMARCK, ND 58504 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 89 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF MARY HARDIN-BAYLOR NONE 900 COLLEGE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 6,000. GENERAL OPERATING SUPPORT 2,000. GENERAL OPERATING SUPPORT 58,383. GENERAL OPERATING SUPPORT 74,000. GENERAL OPERATING SUPPORT 14,600. GENERAL OPERATING SUPPORT 11,118. BELTON, TX 76513 UNIVERSITY OF MARYLAND - BALTIMORE COUNTY NONE 1000 HILLTOP CIR PC BALTIMORE, MD 21250 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION NONE 4603 CALVERT RD PC COLLEGE PARK, MD 20740 UNIVERSITY OF MICHIGAN NONE 500 S STATE ST PC ANN ARBOR, MI 48109 UNIVERSITY OF MINNESOTA - DULUTH NONE 1049 UNIVERSITY DR PC DULUTH, MN 55812 UNIVERSITY OF MISSOURI - COLUMBIA NONE 104 JESSE HALL PC COLUMBIA, MO 65211 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 90 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF NEBRASKA - OMAHA NONE 6001 DODGE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 11,000. GENERAL OPERATING SUPPORT 26,500. GENERAL OPERATING SUPPORT 131,900. GENERAL OPERATING SUPPORT 4,000. GENERAL OPERATING SUPPORT 120,000. OMAHA, NE 68182 UNIVERSITY OF NEW HAVEN NONE 300 BOSTON POST RD PC WEST HAVEN, CT 06516 UNIVERSITY OF NEW ORLEANS FOUNDATION NONE 2021 LAKESHORE DR PC NEW ORLEANS, LA 70122 UNIVERSITY OF NORTH CAROLINA NONE UNC-CHAPEL HILL SUITE 3100 PC CB# 2100 CHAPEL HILL, NC 27599-2100 UNIVERSITY OF NORTH TEXAS NONE 1155 UNION CIR PC DENTON, TX 76203 UNIVERSITY OF NOTRE DAME NONE 405 MAIN BUILDING PC UNIVERSITY OF NOTRE DAME NOTRE DAME, ID 46556 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 91 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF PENNSYLVANIA NONE UNIVERSITY OF PENNSYLVANIA PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 1,500. GENERAL OPERATING SUPPORT 17,000. GENERAL OPERATING SUPPORT 23,000. GENERAL OPERATING SUPPORT 6,995. GENERAL OPERATING SUPPORT 7,000. PHILADELPHIA, PA 19104 UNIVERSITY OF PITTSBURGH NONE 4200 FIFTH AVE PC PITTSBURGH, PA 15260 UNIVERSITY OF RICHMOND NONE 28 WESTHAMPTON WAY PC RICHMOND, VA 23173 UNIVERSITY OF SAN DIEGO NONE 5998 ALCALA PARK PC SAN DIEGO, CA 92110 UNIVERSITY OF SOUTH ALABAMA NONE 307 N UNIVERSITY BLVD PC #130 MOBILE, AL 36608 UNIVERSITY OF TAMPA NONE 401 W KENNEDY BLVD PC TAMPA, FL 33606 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 92 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF TENNESSEE - KNOXVILLE NONE 1001 MCCLUNG TOWER PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 1,360,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 8,600. GENERAL OPERATING SUPPORT 5,000. KNOXVILLE, TN 37996 UNIVERSITY OF TEXAS - ARLINGTON NONE 701 S NEDDERMAN DR PC ARLINGTON, TX 76019 UNIVERSITY OF TEXAS - AUSTIN NONE MAIN BUILDING (MAI) PC AUSTIN, TX 78705 UNIVERSITY OF TEXAS PAN AMERICAN FOUNDATION NONE 1201 W. UNIVERSITY DRIVE PC EDINBURG, TX 78539 UNIVERSITY OF VIRGINIA NONE P.O. BOX 400229 PC CHARLOTTESVILLE, VA 22904-4229 UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATIO NONE 1 COLLEGE AVENUE PC WISE, VA 24293 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 93 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF WISCONSIN - LA CROSSE NONE 1725 STATE ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 172,658. GENERAL OPERATING SUPPORT 1,000,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 45,735. GENERAL OPERATING SUPPORT 28,000. LA CROSSE, WI 54601 UNIVERSITY OF WISCONSIN FOUNDATION NONE 1848 UNIVERSITY AVE PC MADISON, WI 53726 UTAH STATE UNIVERSITY NONE OLD MAIN HILL PC LOGAN, UT 84322 VERA INSTITUTE OF JUSTICE NONE 233 BROADWAY PC 12TH FLOOR NEW YORK, NY 10279 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 300 NEW JERSEY AVE NW PC #900 WASHINGTON, DC 20001 VIRGINIA MILITARY INSTITUTE FOUNDATION NONE 304 LETCHER AVE PC LEXINGTON, VA 24450 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 94 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT VIRGINIA TECH NONE 800 WASHINGTON STREET, SW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 8,400. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 18,000. GENERAL OPERATING SUPPORT 6,000. GENERAL OPERATING SUPPORT 6,600. BLACKSBURG, VA 24061 WAKE FOREST UNIVERSITY NONE 1834 WAKE FOREST RD PC WINSTON-SALEM, NC 27109 WALDEN UNIVERSITY NONE 100 S WASHINGTON AVE NC #900 MINNEAPOLIS, MN 55401 WASHINGTON COLLEGE NONE 300 WASHINGTON AVE PC CHESTERTOWN, MD 21620 WAYNESBURG UNIVERSITY NONE 51 W COLLEGE ST PC WAYNESBURG, PA 15370 WEBBER INTERNATIONAL UNIVERSITY NONE 1201 N SCENIC HWY PC BABSON PARK, FL 33827 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 95 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT WELLESLEY COLLEGE NONE 106 CENTRAL ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 7,000. GENERAL OPERATING SUPPORT 7,700. GENERAL OPERATING SUPPORT 15,500. GENERAL OPERATING SUPPORT 258,625. GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 33,771. WELLESLEY, MA 02481 WESLEYAN COLLEGE NONE 4760 FORSYTH RD PC MACON, GA 31210 WEST TEXAS A&M UNIVERSITY NONE 2501 4TH AVE PC CANYON, TX 79016 WEST VIRGINIA UNIVERSITY NONE P.O. BOX 6878 PC MORGANTOWN, WV 26506-6205 WESTERN KENTUCKY UNIVERSITY NONE 1906 COLLEGE HEIGHTS BLVD PC BOWLING GREEN, KY 42101 WESTERN MICHIGAN UNIVERSITY NONE 1903 W MICHIGAN AVE PC KALAMAZOO, MI 49008 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 96 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT WINSTON-SALEM STATE UNIVERSITY NONE 601 S MARTIN LUTHER KING JR DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 11,800. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 280,000. WINSTON-SALEM, NC 27110 YALE UNIVERSITY NONE PO BOX 208?232? PC NEW HAVEN, CT 06520-8232 YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE PO BOX 2751 PC ARLINGTON, VA 22201 A. ADIGUN NONE 1320 N. COURTHOUSE RD, SUITE 500 I EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 A. AHMED NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. BACA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 97 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT A. BROPHY NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 A. BUTCHER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. DEMITRASZEK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. DUNETZ NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. ELLIS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. GARRETSON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 98 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT A. GUERNSEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 5,250. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 A. HERN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. HUDNALL NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. HUMPHREY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. KEEN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. KERSEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 99 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT A. KLOSNER NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 A. MURCIA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. NIX NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. OSBORN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. PATRO NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. ROONEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 100 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT A. SANCHEZ-OLVERA NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 8,700. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,000. ARLINGTON, VA 22201 A. SCHAEFER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. WEAVER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. WHITE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 A. WHITE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 AMERICAN CONSERVATIVE UNION FOUNDATION NONE 1331 H ST NW PC SUITE 500 WASHINGTON, DC 20005 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 101 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AMERICAN COUNCIL OF TRUSTEES AND ALUMNI NONE 1730 M STREET NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 42,513. EDUCATIONAL PROGRAMS 13,257. EDUCATIONAL PROGRAMS 99,114. EDUCATIONAL PROGRAMS 4,800. EDUCATIONAL PROGRAMS 130,528. EDUCATIONAL PROGRAMS 18,940. SUITE 600 WASHINGTON, DC 20036 AMERICAN ENTERPRISE INSTITUTE NONE 1150 SEVENTEENTH ST. NW PC WASHINGTON, DC 20036 AMERICAN LEGISLATIVE EXCHANGE COUNCILL NONE 2900 CRYSTAL DRIVE, 6TH FLOOR PC ARLINGTON, VA 22202 AMERICAN SPECTATOR FOUNDATION NONE 1611 N. KENT ST. PC SUITE 901 ARLINGTON, VA 22209 AMERICANS FOR PROSPERITY FOUNDATION NONE 1310 N. COURTHOUSE RD. PC SUITE 700 ARLINGTON, VA 22201 AMERICAS FUTURE FOUNDATION NONE 1513 16TH STREET NW PC WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 102 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ATLAS ECONOMIC RESEARCH FOUNDATION NONE 1201 L STREET NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 52,426. EDUCATIONAL PROGRAMS 4,800. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 5,250. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 625. FLOOR 2 WASHINGTON, DC 20005 AYN RAND INSTITUTE NONE 2121 ALTON PARKWAY PC SUITE 250 IRVINE, CA 92606 B. ASHLEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 B. BEDFORD NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 B. DESNOES NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 B. KAAHUI NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 103 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT B. LE NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 57,610. ARLINGTON, VA 22201 B. LIU NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 B. POELLOT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 B. WALSH NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 B. WILSON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 BILL OF RIGHTS INSTITUTE NONE 200 N. GLEBE ROAD PC SUITE 200 ARLINGTON, VA 22203 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 104 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT C. BULMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 750. ARLINGTON, VA 22201 C. BUTLER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 C. CREWS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 C. GARBER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 C. GROVER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 C. KATEBI NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 105 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT C. KONIECZNY NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,150. EDUCATIONAL PROGRAMS 5,300. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 14,400. EDUCATIONAL PROGRAMS 48,670. ARLINGTON, VA 22201 C. NYRUD NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 C. WHITE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 C. YOUNG NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 CAPITAL RESEARCH CENTER NONE 1513 16TH STREET NW PC WASHINGTON, DC 20036 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVENUE NW PC WASHINGTON, DC 20001 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 106 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CAUSE OF ACTION NONE 1919 PENNSYLVANIA AVE. NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 17,876. EDUCATIONAL PROGRAMS 12,468. EDUCATIONAL PROGRAMS 9,600. EDUCATIONAL PROGRAMS 13,876. EDUCATIONAL PROGRAMS 19,200. EDUCATIONAL PROGRAMS 4,500. SUITE 650 WASHINGTON, DC 20006 CENTER FOR COMPETITIVE POLITICS NONE 124 WEST STREET S. PC SUITE 201 ALEXANDRIA, VA 22314 CHRISTIAN LEGAL SOCIETY NONE 8001 BRADDOCK ROAD PC SUITE 302 SPRINGFIELD, VA 22151 COMMITTEE FOR A CONSTRUCTIVE TOMORROW NONE PO BOX 65722 PC WASHINGTON, DC 20035 COMPETITIVE ENTERPRISE INSTITUTE NONE 1899 L STREET NW PC FLOOR 12 WASHINGTON, DC 20005 D. AISYAH NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 107 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT D. BRUGGERS NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 D. BUTLER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. CAKERT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. ELEK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. FLEMMING NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. GREENBERG NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 108 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT D. HYLAND NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 D. KENDRICK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. LEWIS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. PITTMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. TAKASH NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 D. TAUZIN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 109 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT D. WHITE NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,650. EDUCATIONAL PROGRAMS 20,302. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 D. YOUNG NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 DAILY CALLER NEWS FOUNDATION NONE 1050 17TH ST. NW PC SUITE 900 WASHINGTON, DC 20036 E. DUNKS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 E. GARCIA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 E. GREENE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 110 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT E. MONTEALEGRE NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,013. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 2,400. EDUCATIONAL PROGRAMS 4,800. ARLINGTON, VA 22201 E. RHORICK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 F. AUBERT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 F. MCGRATH NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 FEDERALIST SOCIETY NONE 1776 I STREET, NW PC SUITE 300 WASHINGTON, DC 20006 FIRST AMENDMENT PARTNERSHIP NONE 1730 M STREET NW NC SUITE 909 WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 111 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FRANKLIN CENTER FOR GOVERNMENT AND PUBLIC INTEGRIT NONE 107 S. WEST STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 28,276. EDUCATIONAL PROGRAMS 2,997. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,116. SUITE 718 ALEXANDRIA, VA 22314 FREE MARKET ENVIRONMENTAL LAW CLINIC NONE 9033 BROOK FORD ROAD PC BURKE, VA 22015 G. DEESE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 G. FITTON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 G. SISCO NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 GEORGE WASHINGTON UNIVERSITY NONE 2121 I ST NW PC WASHINGTON, DC 20052 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 112 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT H. RUCKER NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 66,404. ARLINGTON, VA 22201 H. THOMS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 I. DAILY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 I. DUARTE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 I. GLINSKI NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 INSTITUTE FOR ENERGY RESEARCH NONE 1155 15TH STREET NW PC #900 WASHINGTON, DC 20005 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 113 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT INSTITUTE FOR FAITH, WORK, AND ECONOMICS NONE 8400 WESTPARK DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 21,064. EDUCATIONAL PROGRAMS 144,182. EDUCATIONAL PROGRAMS 4,800. EDUCATIONAL PROGRAMS 36,598. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. SUITE 100 MCLEAN, VA 22102 INSTITUTE FOR HUMANE STUDIES NONE 3434 WASHINGTON BLVD. PC ARLINGTON, VA 22201 INSTITUTE FOR JUSTICE NONE 901 N. GLEBE ROAD PC SUITE 900 ARLINGTON, VA 22203 INSTITUTE TO REDUCE SPENDING, INC. NONE P.O. BOX 1031 PC ALEXANDRIA, VA 22313 J. AMBROSIO NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. AMMONS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 114 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. BARACH NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,250. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 J. CALCATERRA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. COPELAND NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. DAVIS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. DELMORE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. EVANS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 115 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. FOGELL NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 J. GILL NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. GOQUIOLAY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. GRANT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. HAGLUND NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. HAMMOND NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 116 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. HARRIS NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 J. HAUENSCHILD NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. HAUSER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. HINTLIAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. HITT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. HUGHES NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 117 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. JARES NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 J. JAYE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. KAST NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. KHAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. KOHLHEPP NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. LATSHAW NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 118 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. LINDLEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 625. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 625. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 J. LOCKWOOD NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. MATT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. MEYER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. REECE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. REED NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 119 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. REED III NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 J. RICHARDS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. SALMON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. SHAW NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. SIMIONENKO NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 J. WHITE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 120 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT J. WREN NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 5,250. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,200. ARLINGTON, VA 22201 K. BALINT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 K. CONNOLLY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 K. ELSAYED NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 K. GARTHUS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 K. HILLMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 121 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT K. MARTIN NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 5,250. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 K. STAUDT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 K. TOTH NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 K. WOLTZ NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 L. MALLOY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 L. PETERSON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 122 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT L. PLUMER NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,469. EDUCATIONAL PROGRAMS 39,979. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 L. SUN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 LADIES OF LIBERTY ALLIANCE NONE 911 M STREET NW PC SUITE A WASHINGTON, DC 20001 LEADERSHIP INSTITUTE NONE 1101 NORTH HIGHLAND STREET PC ARLINGTON, VA 22201 M. ARNOLD NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. COX NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 123 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT M. FELDMANN NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 8,700. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 M. GAETSKAYA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. GARLAND NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. HAYMOND NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. KOSLOFF NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. LOVETRO JR NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 124 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT M. MANOVICH NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 5,300. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 M. OWEN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. SALAZAR NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. SHINDLER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. SY JR NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 M. WASSERMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 125 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT M. WEAST NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 21,362. EDUCATIONAL PROGRAMS 4,800. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 7,950. EDUCATIONAL PROGRAMS 5,300. ARLINGTON, VA 22201 MANHATTAN INSTITUTE FOR POLICY RESEARCH NONE 52 VANDERBILT AVENUE PC 3RD FLOOR NEW YORK, NY 10017 MARIJUANA POLICY PROJECT FOUNDATION NONE 2370 CHAMPLAIN STREET NW PC SUITE 12 WASHINGTON, DC 20009 N. BRINKMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 N. GOODMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 N. HOLVIK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 126 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT N. ISHANKULOV NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 N. JARMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 N. KELLEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 N. MIGNANELLI NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 N. MILLER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 N. VATANSHOEVA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 127 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT N. WEINRICH NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 11,626. EDUCATIONAL PROGRAMS 22,060. EDUCATIONAL PROGRAMS 41,626. EDUCATIONAL PROGRAMS 13,533. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 NATIONAL REVIEW INSTITUTE NONE 215 LEXINGTON AVENUE PC NEW YORK, NY 10016 NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION NONE 8001 BRADDOCK ROAD PC SUITE 600 SPRINGFIELD, VA 22150 NATIONAL TAXPAYERS UNION FOUNDATION NONE 25 MASSACHUSETTS AVE NW PC SUITE 140 WASHINGTON, DC 20001 NETWORK OF ENLIGHTENED WOMEN NONE 6501 DEAN ROAD PC INDIANAPOLIS, IN 46220 P. BEST NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 128 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT P. GLAZMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,125. ARLINGTON, VA 22201 P. HOLLAND NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 P. KUNZE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 P. LICHLYTER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 P. ORTIZ ALATORRE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 P. SCHLOSSER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 129 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PACIFIC LEGAL FOUNDATION NONE 930 G STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 28,812. EDUCATIONAL PROGRAMS 14,400. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 2,520. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 3,750. SACRAMENTO, CA 95814 PRISON FELLOWSHIP MINISTRIES NONE 44180 RIVERSIDE PARKWAY PC LANSDOWNE, VA 20176 R. BROWN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. COOK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. DOOGAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. FRODSHAM NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 130 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT R. GANGAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 R. HALPERIN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. HARVEY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. ORR NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. RIEBE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 R. TAYLOR NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 131 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT R. THOMAS NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,150. EDUCATIONAL PROGRAMS 12,926. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 5,250. ARLINGTON, VA 22201 REASON FOUNDATION NONE 5737 MESMER AVENUE PC LOS ANGELES, CA 90230 S. ARUMUGAM NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. BHARGAVA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. HOLDEMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. HOSTETTER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 132 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT S. LI NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 S. LI NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. MEINER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. SALZMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. SAUNDERS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. SIMUNEK NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 133 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT S. STROSKO NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 11,738. EDUCATIONAL PROGRAMS 30,107. EDUCATIONAL PROGRAMS 13,826. ARLINGTON, VA 22201 S. TONGE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 S. VELIMIROVIC NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 STATE POLICY NETWORK NONE 1655 NORTH FORT MEYER DRIVE PC SUITE 360 ARLINGTON, VA 22209 STUDENTS FOR LIBERTY NONE 1101 17TH STREET NW PC SUITE 810 WASHINGTON, DC 20036 SUNSHINE REVIEW DBA STATE BUDGET SOLUTIONS NONE 3901 COURTLAND CIRCLE PC ALEXANDRIA, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 134 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT T. BOGGS NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 T. FISHER NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. JIMAH NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. MABIKACHECHE NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. MARKATOS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. MCNEAL NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 135 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT T. MURPHY NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,800. ARLINGTON, VA 22201 T. PROCHAZKA NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. SIMONS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. TULLIS NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 T. WORTHINGTON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 TAX FOUNDATION NONE 1325 G STREET NW PC SUITE 950 WASHINGTON, DC 20005 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 136 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TECHFREEDOM NONE 110 MARYLAND AVE NE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 34,676. EDUCATIONAL PROGRAMS 9,600. EDUCATIONAL PROGRAMS 12,676. EDUCATIONAL PROGRAMS 9,600. EDUCATIONAL PROGRAMS 3,480. EDUCATIONAL PROGRAMS 4,800. WASHINGTON, DC 20002 THE CENTER ON NATIONAL LABOR POLICY, INC. NONE 5211 PORT ROYAL ROAD PC SUITE 610 NORTH SPRINGFIELD, VA 22151 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY S NONE 1776 I STREET NW PC SUITE 425 WASHINGTON, DC 20036 THE FUND FOR AMERICAN STUDIES NONE 1706 NEW HAMPSHIRE AVE. NW PC WASHINGTON, DC 20009 THE HERITAGE FOUNDATION NONE 214 MASSACHUSETTS AVENUE NE PC WASHINGTON, DC 20002 THE JACK KEMP FOUNDATION NONE 1200 NEW HAMPSHIRE AVENUE NW PC SUITE 800 WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 137 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT V. COLLINS NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 27,962. EDUCATIONAL PROGRAMS 5,500. EDUCATIONAL PROGRAMS 4,200. EDUCATIONAL PROGRAMS 4,500. ARLINGTON, VA 22201 V. RATIU NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 300 NEW JERSEY AVENUE NW PC SUITE 900 WASHINGTON, DC 20001 W. BRADY NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 W. STINSON NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 W. WATT NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 138 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT W. WEITZEL NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,150. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 46,200. ARLINGTON, VA 22201 Y. LIU NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 Y. MAO NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 Y. PING NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 Y. WANG NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 YOUNG AMERICANS FOR LIBERTY NONE 3030 CLARENDON BLVD PC SUITE 200 ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 139 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT Z. PRUITT NONE 1320 N. COURTHOUSE RD, SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,750. EDUCATIONAL PROGRAMS 3,750. ARLINGTON, VA 22201 Z. SILVERMAN NONE 1320 N. COURTHOUSE RD, SUITE 500 I ARLINGTON, VA 22201 TOTAL CONTRIBUTIONS PAID 44,132,322. ATTACHMENT 21 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 140 FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 22 RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AGORA INSTITUTE FOR CIVIC VIRTUE & THE COMMON GOOD NONE FOWLER HALL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 7,700. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 29,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 22,000. GENERAL OPERATING SUPPORT 5,000. 1300 EAGLE ROAD SAINT DAVIDS, PA 19087 BAYLOR UNIVERSITY NONE 1301 S UNIVERSITY PARKS DR PC WACO, TX 76798 CHAPMAN UNIVERSITY NONE 1 UNIVERSITY DR PC ORANGE, CA 92866 CITY COLLEGE FUND NONE 160 CONVENT AVENUE PC SHEPARD HALL ROOM 166 NEW YORK, NY 10031 CLEARY UNIVERSITY NONE 2793 PLYMOUTH RD PC ANN ARBOR, MI 48105 INDIANA UNIVERSITY FOUNDATION NONE 1500 N. STATE ROAD 46 BYPASS PC BLOOMINGTON, IN 47408 ATTACHMENT 22 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 141 FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 22 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT LINDENWOOD UNIVERSITY NONE 209 S KINGSHIGHWAY ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 197,100. GENERAL OPERATING SUPPORT 2,500. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 7,900. GENERAL OPERATING SUPPORT 1,000. ST CHARLES, MO 63301 OPERATION NEW HOPE NONE 1830 MAIN ST N PC JACKSONVILLE, FL 32206 PRESIDENT AND FELLOWS OF HARVARD COLLEGE NONE PO BOX 415649 PC BOSTON, MA 02241-5649 R STREET INSTITUTE NONE 1050 17TH STREET NORTHWEST PC #1150 WASHINGTON, DC 20036 RESEARCH FOUNDATION OF CUNY NONE 230 WEST 41ST ST PC 7TH FL NEW YORK, NY 10036 SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION NONE 5250 CAMPANILE DRIVE PC SAN DIEGO, CA 92182 ATTACHMENT 22 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 142 FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 22 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT SOCIETY FOR THE DEVELOPMENT OF AUSTRIAN ECONOMICS NONE HAMPDEN-SYDNEY COLLEGE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 3,900. GENERAL OPERATING SUPPORT 1,500. GENERAL OPERATING SUPPORT 100,000. GENERAL OPERATING SUPPORT 4,200. GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 5,000. DEPARTMENT OF ECONOMICS HAMPDEN SYDNEY, VA 23943 SOUTHERN ILLINOIS UNIVERSITY - CARBONDALE NONE 1263 LINCOLN DR PC CARBONDALE, IL 62901 STUDENTS FOR LIBERTY NONE 1101 17TH STREET NW PC SUITE 810 WASHINGTON, DC 20036 TEXAS PUBLIC POLICY FOUNDATION NONE 901 CONGRESS AVE PC AUSTIN, TX 78701 UNIVERSITY OF ARIZONA FOUNDATION NONE 1111 N. CHERRY AVENUE PC P.O. BOX 210109 TUCSON, AZ 85721-0109 UNIVERSITY OF NOTRE DAME NONE 405 MAIN BUILDING PC UNIVERSITY OF NOTRE DAME NOTRE DAME, ID 46556 ATTACHMENT 22 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 143 FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 22 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT WESTERN CAROLINA UNIVERSITY NONE 1 UNIVERSITY WAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 18,000. GENERAL OPERATING SUPPORT 10,000. CULLOWHEE, NC 28723 YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE PO BOX 2751 PC ARLINGTON, VA 22202 TOTAL CONTRIBUTIONS APPROVED 483,800. ATTACHMENT 22 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 144 FORM 990-PF, PART XVI-A - ANALYSIS OF OTHER REVENUE ATTACHMENT 23 BUSINESS CODE DESCRIPTION EXPENSE REIMBURSEMENTS CONSULTING SERVICES MISCELLANEOUS INCOME EXCISE TAX RECOVERIES OTHER INVESTMENT INCOME GRANT RECOVERIES EFPRP - OTHER INVESTMENT INCOME/(LOSS) EFPRP - UNRELATED INCOME EXCLUSION CODE AMOUNT 01 01 01 01 18 23,911. 2,850. 861. 154,646. 1,665. 01 01 5,299,042. RELATED OR EXEMPT FUNCTION INCOME 132,743. 523000 TOTALS 16733H K932 11/15/2016 4:17:47 PM AMOUNT -1,460,074. -1,460,074. V 15-7F 85646 5,482,975. 132,743. ATTACHMENT 23 PAGE 145 Form Exempt Organization Business Income Tax Return 990-T For calendar year 2015 or other tax year beginning II Department of the Treasury Internal Revenue Service X A C )( 3 220(e) 408A 530(a) Open to Public Inspection for 501(c)(3) Organizations Only CHARLES KOCH FOUNDATION Print or Type 48-0918408 Number, street, and room or suite no. If a P.O. box, see instructions. E Unrelated business activity codes (See instructions.) 1320 N. COURTHOUSE RD., SUITE 500 City or town, state or province, country, and ZIP or foreign postal code 529(a) C Book value of all assets at end of year 581,820,574. ARLINGTON, VA 22201 F Group exemption number (See instructions.) G Check organization type I X I 501(c) corporation H Describe the organization's primary unrelated business activity. I 501(c) trust 401(a) trust ATTACHMENT 1 During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? I If "Yes," enter the name and identifying number of the parent corporation. GUY BARKWILL J The books are in care of Part I I Unrelated Trade or Business Income 1 a Gross receipts or sales b Less returns and allowances I Telephone number (A) Income m m m m m m m m m m Im mmmmmmmmmm m m m m m m mm mm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmm c Balance I Other trust m m m m m m mI Yes X No 703-875-1658 (B) Expenses (C) Net 1c 2 Cost of goods sold (Schedule A, line 7) 3 Gross profit. Subtract line 2 from line 1c 3 4 a Capital gain net income (attach Schedule D) 4a 2 b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797) 4b c Capital loss deduction for trusts 4c 5 Income (loss) from partnerships and S corporations (attach statement) 5 6 Rent income (Schedule C) 6 7 Unrelated debt-financed income (Schedule E) 7 8 Interest, annuities, royalties, and rents from controlled organizations (Schedule F) 8 9 Investment income of a section 501(c)(7), (9), or (17) organization (Schedule G) 9 mmmmmmm mmmmmmmmmmmmmm mm mm mm mm mm mm 0. m m m m m m m Deductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, 10 Exploited exempt activity income (Schedule I) 10 11 Advertising income (Schedule J) 11 12 Other income (See instructions; attach schedule) 12 13 Total. Combine lines 3 through 12 13 Part II À¾µ¹ . (Employees' trust, see instructions.) ) 408(e) , 20 Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3). D Employer identification number Name of organization ( Check box if name changed and see instructions.) Check box if address changed 501( , 2015, and ending Information about Form 990-T and its instructions is available at www.irs.gov/form990t. B Exempt under section X OMB No. 1545-0687 (and proxy tax under section 6033(e)) deductions must be directly connected with the unrelated business income.) mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 14 Compensation of officers, directors, and trustees (Schedule K) 14 15 Salaries and wages 15 16 Repairs and maintenance 16 17 Bad debts 17 18 Interest (attach schedule) 18 19 Taxes and licenses 19 20 Charitable contributions (See instructions for limitation rules) 21 Depreciation (attach Form 4562) 21 22 Less depreciation claimed on Schedule A and elsewhere on return 22a 23 Depletion 24 Contributions to deferred compensation plans 24 25 Employee benefit programs 25 26 Excess exempt expenses (Schedule I) 26 27 Excess readership costs (Schedule J) 27 28 Other deductions (attach schedule) 28 29 Total deductions. Add lines 14 through 28 29 30 Unrelated business taxable income before net operating loss deduction. Subtract line 29 from line 13 30 31 Net operating loss deduction (limited to the amount on line 30) 31 32 Unrelated business taxable income before specific deduction. Subtract line 31 from line 30 32 33 Specific deduction (Generally $1,000, but see line 33 instructions for exceptions) 33 34 Unrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line 32, enter the smaller of zero or line 32 For Paperwork Reduction Act Notice, see instructions. 5X2740 1.000 JSA 16733H K932 11/15/2016 4:17:47 PM 20 22b 23 34 Form V 15-7F 85646 0. 990-T (2015) PAGE 147 Form 990-T (2015) Page 2 Tax Computation Part III Organizations Taxable as Corporations. See instructions for tax computation. Controlled group 35 members (sections 1561 and 1563) check here I See instructions and: a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order): (1) $ (2) $ (3) $ $ b Enter organization's share of: (1) Additional 5% tax (not more than $11,750) $ (2) Additional 3% tax (not more than $100,000) mmmmmmm mmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm II m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Tax and Payments mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm m mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmm m m m m m m m m m m m m m m m m m m m Im m m m m m m m m m m m m m m m mmmmmmmmmmmmmmmmmmI m m m m m m m m m m m m m m m m mI m m m m m m m m m m m mI I I Statements Regarding Certain Activities and Other Information c Income tax on the amount on line 34 36 Trusts Taxable at Trust See instructions Tax rate schedule or the amount on line 34 from: 37 38 39 Rates. for tax computation. Income tax Schedule D (Form 1041) Proxy tax. See instructions Alternative minimum tax Total. Add lines 37 and 38 to line 35c or 36, whichever applies Part IV 40 a b c d e 41 42 Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116) 43 44 a b c d e f g Total tax. Add lines 41 and 42 General business credit. Attach Form 3800 (see instructions) Credit for prior year minimum tax (attach Form 8801 or 8827) Total credits. Add lines 40a through 40d Subtract line 40e from line 39 Form 4255 Form 8697 Form 8866 2015 estimated tax payments Tax deposited with Form 8868 Foreign organizations: Tax paid or withheld at source (see instructions) Backup withholding (see instructions) Credit for small employer health insurance premiums (Attach Form 8941) Other credits and payments: Other (attach schedule) Other 44g Total 45 46 47 48 Refunded 49 (see instructions) Estimated tax penalty (see instructions). Check if Form 2220 is attached Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed Overpayment. If line 45 is larger than the total of lines 43 and 46, enter amount overpaid Enter the amount of line 48 you want: 1 0. Form 2439 Total payments. Add lines 44a through 44g Part V 40e 41 42 43 44a 44b 44c 44d 44e 44f Payments: A 2014 overpayment credited to 2015 Form 4136 45 46 47 48 49 Form 8611 36 37 38 39 40a 40b 40c 40d Other credits (see instructions) Other taxes. Check if from: 35c on Credited to 2016 estimated tax At any time during the 2015 calendar year, did the organization have an interest in or a signature or other authority over a financial Yes No account (bank, securities, or other) in a foreign country? If YES, the organization may have to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts. If YES, enter the name of the foreign country here 2 I During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? If YES, see instructions for other forms the organization may have to file. 3 Enter the amount of tax-exempt interest received or accrued during the tax year I$ I Schedule A - Cost of Goods Sold. Enter method of inventory valuation 1 2 3 4a m mmmmmmmmmm mmmmmmmmm mmmmmmm mm Inventory at beginning of year Purchases Cost of labor 6 7 b Other costs (attach schedule) Total. Add lines 1 through 4b Sign Here M Cost of goods 4a 4b 5 8 mmmmmmmmm sold. Subtract 6 line from line 5. Enter here and in Part I, line 2 Do the mmmmmmmmmmmmmmm rules of section property produced to the organization? 263A 7 (with respect to mmmmmmmmmmmmmmmmmmmm or acquired for resale) Yes No apply X Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. M Signature of officer Print/Type preparer's name Paid Preparer Use Only Inventory at end of year 6 Additional section 263A costs (attach schedule) 5 1 2 3 X X mmmm Date Preparer's signature May the IRS discuss this return with the preparer shown below (see instructions)? X Yes No Title Date STEVEN L WEBB BKD, LLP Firm's name 1551 N WATERFRONT PKWY, STE 300 Firm's address WICHITA, KS 67206-6601 I I Check if self-employed Firm's EIN Phone no. I PTIN P00235405 44-0160260 316-265-2811 Form 990-T (2015) JSA 5X2741 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 148 Form 990-T (2015) Page 3 Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions) 1. Description of property (1) (2) (3) (4) 2. Rent received or accrued (a) From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%) (b) From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income) 3(a) Deductions directly connected with the income in columns 2(a) and 2(b) (attach schedule) (1) (2) (3) (4) Total Total (b) Total deductions. Enter here and on page 1, Part I, line 6, column (B) m m m m mI (c) Total income. Add totals of columns 2(a) and 2(b). Enter here and on page 1, Part I, line 6, column (A) I Schedule E - Unrelated Debt-Financed Income (see instructions) 2. Gross income from or allocable to debt-financed property 1. Description of debt-financed property 3. Deductions directly connected with or allocable to debt-financed property (a) Straight line depreciation (attach schedule) (b) Other deductions (attach schedule) 7. Gross income reportable (column 2 x column 6) 8. Allocable deductions (column 6 x total of columns 3(a) and 3(b)) Enter here and on page 1, Part I, line 7, column (A). Enter here and on page 1, Part I, line 7, column (B). (1) (2) (3) (4) 4. Amount of average acquisition debt on or allocable to debt-financed property (attach schedule) 5. Average adjusted basis of or allocable to debt-financed property (attach schedule) 6. Column 4 divided by column 5 (1) % (2) % (3) % (4) % m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm Im m m m m m m m m m m m m m m Totals Total dividends-received deductions included in column 8 I Schedule F - Interest, Annuities, Royalties, and Rents From Controlled Organizations (see instructions) Exempt Controlled Organizations 1. Name of controlled organization 2. Employer identification number 3. Net unrelated income (loss) (see instructions) 4. Total of specified payments made 5. Part of column 4 that is included in the controlling organization's gross income 6. Deductions directly connected with income in column 5 (1) (2) (3) (4) Nonexempt Controlled Organizations 7. Taxable Income 8. Net unrelated income (loss) (see instructions) 9. Total of specified payments made 10. Part of column 9 that is included in the controlling organization's gross income 11. Deductions directly connected with income in column 10 Add columns 5 and 10. Enter here and on page 1, Part I, line 8, column (A). Add columns 6 and 11. Enter here and on page 1, Part I, line 8, column (B). (1) (2) (3) (4) Totals m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Form JSA 990-T (2015) 5X2742 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 149 Form 990-T (2015) Page 4 Schedule G - Investment Income of a Section 501(c)(7), (9), or (17) Organization (see instructions) 1. Description of income 3. Deductions directly connected (attach schedule) 2. Amount of income 4. Set-asides (attach schedule) 5. Total deductions and set-asides (col. 3 plus col. 4) (1) (2) (3) (4) Totals m m m m m m m m m m m mI Enter here and on page 1, Part I, line 9, column (A). Enter here and on page 1, Part I, line 9, column (B). Schedule I - Exploited Exempt Activity Income, Other Than Advertising Income (see instructions) 1. Description of exploited activity 2. Gross unrelated business income from trade or business 3. Expenses directly connected with production of unrelated business income Enter here and on page 1, Part I, line 10, col. (A). Enter here and on page 1, Part I, line 10, col. (B). 4. Net income (loss) from unrelated trade or business (column 2 minus column 3). If a gain, compute cols. 5 through 7. 5. Gross income from activity that is not unrelated business income 6. Expenses attributable to column 5 7. Excess exempt expenses (column 6 minus column 5, but not more than column 4). (1) (2) (3) (4) Totals m m m m m m m m m m m mI Enter here and on page 1, Part II, line 26. Schedule J - Advertising Income (see instructions) Income From Periodicals Reported on a Consolidated Basis Part I 2. Gross advertising income 1. Name of periodical 3. Direct advertising costs 4. Advertising gain or (loss) (col. 2 minus col. 3). If a gain, compute cols. 5 through 7. 5. Circulation income 6. Readership costs 7. Excess readership costs (column 6 minus column 5, but not more than column 4). (1) (2) (3) (4) Totals (carry to Part II, line (5)) Part II mmI Income From Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in columns 2 through 7 on a line-by-line basis.) 1. Name of periodical 2. Gross advertising income 3. Direct advertising costs Enter here and on page 1, Part I, line 11, col. (A). Enter here and on page 1, Part I, line 11, col. (B). 4. Advertising gain or (loss) (col. 2 minus col. 3). If a gain, compute cols. 5 through 7. 5. Circulation income 6. Readership costs 7. Excess readership costs (column 6 minus column 5, but not more than column 4). (1) (2) (3) (4) Totals from Part I m m m m m m mI Totals, Part II (lines 1-5) m m m mI Enter here and on page 1, Part II, line 27. Schedule K - Compensation of Officers, Directors, and Trustees (see instructions) 1. Name (1) 2. Title 3. Percent of time devoted to business ATCH 2 4. Compensation attributable to unrelated business % (2) % (3) % (4) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI % Total. Enter here and on page 1, Part II, line 14 JSA Form 990-T (2015) 5X2743 1.000 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 150 ATTACHMENT 1 ORGANIZATION'S PRIMARY UNRELATED BUSINESS ACTIVITY. FORM 990-T IS BEING FILED IN ORDER TO ATTACH FORMS 926. THE TAXPAYER DOES NOT MEET THE THRESHOLD FOR FILE THE 990-T FOR UNRELATED BUSINESS INCOME. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 151 ATTACHMENT 2 SCHD. K, FORM 990-T, COMPENSATION OF OFFICERS, DIRECTORS, & TRUSTEES NAME AND ADDRESS BUSINESS PERCENT TITLE COMPENSATION CHARLES CHASE KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR 0 0. ELIZABETH B KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR 0 0. CHARLES G KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR/ CHAIRMAN 0 0. BRIAN MENKES 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 SECRETARY 0 0. RICHARD H FINK 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 DIRECTOR 0 0. DALE GIBBENS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 DIRECTOR 0 0. DUSTIN PERRY P.O. BOX 2256 WICHITA, KS 67201-2256 TREASURER 0 0. BRIAN HOOKS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 PRESIDENT / DIRECTOR 0 0. WILLIAM RUGER 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VICE PRESIDENT OF RESEARCH 0 0. KEVIN GENTRY 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VICE PRESIDENT 0 0. 16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 152 ATTACHMENT 2 (CONT'D) SCHD. K, FORM 990-T, COMPENSATION OF OFFICERS, DIRECTORS, & TRUSTEES NAME AND ADDRESS RYAN STOWERS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 BUSINESS PERCENT TITLE VP HIGHER EDUCATION 0 TOTAL COMPENSATION 16733H K932 11/15/2016 4:17:47 PM COMPENSATION 0. 0. V 15-7F 85646 PAGE 153