Form 990-PF Department of the Treasury Internal Revenue Service Return of Private Foundation I I OMB No. 1545-0052 À¾µº 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 2016 or tax year beginning Open to Public Inspection , 2016, 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 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) 697,942,760. 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 3 if the foundation is not required to Check 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 102,204,022. 899,207. 9,819,507. 899,207. 9,819,507. 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 mmmmmmmmmmmm 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 [6] mmm mmm m mmmmmmmmmmmmmmmmm mmmmmm m m m mATCH m m m m 7m m mmmmmm mmmmmmmmmmm mmmmmmm 21,589,060. assets on line 6a 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain 21,589,060. 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 Subtract line 26 from line 12: 27 a Excess of revenue over expenses and disbursements mm mm 13,676,437. 148,188,233. 280,436. 4,078,763. 829,378. 18,868. 44,162. 1,225,921. 1,867,180. 128,605. 1,209,479. 46,006. 6,170,617. 15,899,415. 80,192,363. 96,091,778. 646,874. 32,954,648. 703,875. 1,867,180. 128,605. 1,209,479. 46,006. 81,444. 2,474,546. 5,174,206. 5,174,206. 0. 7,110,582. 76,901,930. 84,012,512. 52,096,455. 27,780,442. b Net investment income (if negative, enter -0-) c Adjusted net income (if negative, enter -0-) Reduction Act Notice, see instructions. JSA For Paperwork 6E1410 1.000 280,436. 4,078,763. 829,378. 18,868. 44,162. 522,046. 16733H K932 11/14/2017 2:07:59 PM Form V 16-7.6F 85646 990-PF (2016) PAGE 3 Form 990-PF (2016) Page Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.) Part II Balance Sheets 1 Cash - non-interest-bearing 2 3 Savings and temporary cash investments Accounts receivable mmmmmmmmmmmmmmmmmm m m m m 990,213. mmmmmmm I I I m m m m m m m m m m mIm 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 m 355,213. mmmmmmm 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 m m m m m m m m m mXm mI 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 Beginning of year 2 End of year (a) Book Value (b) Book Value (c) Fair Market Value 21,124,451. 1,658,078. 21,933,862. 1,658,078. 21,933,862. 4,986,943. 990,213. 990,213. 242,652. 728,159. 728,159. 2,455,694. 355,213. 355,213. 553,010,834. 614,788,725. 672,277,235. 581,820,574. 1,652,826. 1,532,400. 640,454,250. 749,784. 5,251,400. 697,942,760. 3,185,226. 6,001,184. 578,635,348. 634,453,067. 578,635,348. 634,453,067. 581,820,574. Analysis of Changes in Net Assets or Fund Balances 640,454,251. Less: allowance for doubtful accounts 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) 11 Investments - land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) Investments - mortgage loans Investments - other (attach schedule) Net Assets or Fund Balances Liabilities 12 13 14 ATCH 8 Land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 15 Other assets (describe 16 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) ) 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 ATCH 10 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 6 578,635,348. 52,096,455. 3,721,264. 634,453,067. 634,453,067. 990-PF (2016) Form JSA 6E1420 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 4 Form 990-PF (2016) Part IV Page 3 Capital Gains and Losses for Tax on Investment Income (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.) (c) Date acquired (mo., day, yr.) (d) Date sold (mo., day, yr.) 1 a SEE PART IV SCHEDULE b c d e (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 $ & 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& 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 21,589,060. 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 50,472,539. 36,085,910. 27,594,863. 17,610,096. 20,955,082. 2015 2014 2013 2012 2011 (d) Distribution ratio (col. (b) divided by col. (c)) (c) Net value of noncharitable-use assets 475,703,307. 383,114,182. 245,361,154. 216,432,788. 215,815,197. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm 0.106101 0.094191 0.112466 0.081365 0.097097 2 Total of line 1, column (d) 2 0.491220 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 0.098244 4 Enter the net value of noncharitable-use assets for 2016 from Part X, line 5 4 641,914,004. 5 Multiply line 4 by line 3 5 63,064,199. 6 Enter 1% of net investment income (1% of Part I, line 27b) 6 277,804. 7 Add lines 5 and 6 7 63,342,003. 8 84,012,512. 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 6E1430 1.000 16733H K932 Form 11/14/2017 2:07:59 PM V 16-7.6F 85646 990-PF (2016) PAGE 5 Form 990-PF (2016) 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 515,416. mmmm mmmmmmmmmmmmm 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 11,560. mmmmmm mmmmmmm mmmmmmmmmmmmmmmmI mmmmmmmmmmI 249,172. 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 277,804. 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- 5 277,804. 0. 277,804. 6 Credits/Payments: 7 526,976. a 2016 estimated tax payments and 2015 overpayment credited to 2016 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 if Form 2220 is attached Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed 9 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 2017 estimated tax 10 11 Refunded 8 9 249,172. 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 $100 Instructions for the definition)? during the year (either directly or indirectly) for political purposes No 1a X 1b X 1c X 2 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 b If "Yes," has it filed a tax return on Form 990-T for this year? 4a 4b X X X 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X 3 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? 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 2016 or the taxable year beginning in 2016 (see instructions for Part XIV)? If "Yes," complete Part XIV 10 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 9 X 10 X Form 990-PF (2016) JSA 6E1440 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 6 Form 990-PF (2016) 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 ROBERT HEATON 1320 N COURTHOUSE, STE 500 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 2016, 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 2016? 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 2016, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2016? 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 2016 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 2016? 4b foundation had excess business holdings in 2016.) Form X X 990-PF (2016) JSA 6E1450 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 7 Form 990-PF (2016) 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 249,228. (e) Expense account, other allowances 15,075. 16,133. 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 (c) Compensation 825,909. Total number of other employees paid over $50,000 (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances 40,620. 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 48,221. Form 28 990-PF (2016) JSA 6E1460 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 8 Form 990-PF (2016) 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 1,214,023. 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 (2016) JSA 6E1465 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 9 Form 990-PF (2016) Part X 1 a b c d e 2 3 4 5 6 Page 8 Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) 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 277,804. mmmmmm 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 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 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 1a 1b 1c 1d 569,290,414. 80,780,020. 1,618,910. 651,689,344. 2 3 651,689,344. 4 5 6 9,775,340. 641,914,004. 32,095,700. (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 2016 from Part VI, line 5 2b b Income tax for 2016. (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 32,095,700. 277,804. 31,817,896. 31,817,896. 31,817,896. Qualifying Distributions (see instructions) Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: 84,012,512. a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 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 84,012,512. 4 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. 277,804. Enter 1% of Part I, line 27b (see instructions) 5 83,734,708. 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 (2016) JSA 6E1470 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 10 Page 9 Form 990-PF (2016) Undistributed Income (see instructions) Part XIII 1 mmmmmmmmmmmmmmmmmmmmm m m m 13m m m m m 12m m m 14 Distributable amount for 2016 from Part XI, line 7 2 (a) Corpus (b) Years prior to 2015 (c) 2015 (d) 2016 31,817,896. Undistributed income, if any, as of the end of 2016: a Enter amount for 2015 only b Total for prior years: 20 ,20 mmmmmm mmmmmm mmmmmm mmmmmm mmmmmm ,20 Excess distributions carryover, if any, to 2016: 3 a From 2011 b From 2012 c From 2013 d From 2014 e From 2015 f Total of lines 3a through e 10,279,637. 6,999,545. 15,562,295. 17,158,457. 26,728,687. mmmmmmmmmmm 76,728,621. Qualifying distributions for 2016 from Part XII, 84,012,512. line 4: $ 4 I mmm mmmmmmm mmmmmmmmmmm mmmmmm mmm m a Applied to 2015, 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) 31,817,896. d Applied to 2016 distributable amount e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2016 (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 52,194,616. 128,923,237. 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 2015. Subtract line 4a from line 2a. Taxable amount - see instructions f Undistributed income for 2016. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2017 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 2011 not applied on line 5 or line 7 (see instructions) 9 Excess distributions carryover to 2017. Subtract lines 7 and 8 from line 6a Analysis of line 9: 10 a Excess from 2012 b Excess from 2013 c Excess from 2014 d Excess from 2015 e Excess from 2016 mmm mmm mmm mm mm mm 10,279,637. 118,643,600. 6,999,545. 15,562,295. 17,158,457. 26,728,687. 52,194,616. Form 990-PF (2016) JSA 6E1480 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 11 Page 10 NOT APPLICABLE Form 990-PF (2016) Private Operating Foundations (see instructions and Part VII-A, question 9) Part XIV 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 2016, 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) 2016 4942(j)(3) or Prior 3 years (b) 2015 4942(j)(5) (e) Total (c) 2014 (d) 2013 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 Complete 3a, b, or c for the alternative test relied upon: mmmmmm 3 a (1) (2) b mmmm 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 6E1490 1.000 16733H K932 Form 11/14/2017 2:07:59 PM V 16-7.6F 85646 990-PF (2016) PAGE 12 Form 990-PF (2016) Page 11 Part XV Supplementary Information (continued) 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 76,901,930. ATCH 22 Total JSA 6E1491 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 5,251,400. Form 990-PF (2016) PAGE 13 Page 12 Form 990-PF (2016) 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 (c) Exclusion code (d) Amount (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 14 899,207. 9,819,507. 16 180. 18 21,589,060. 1,988. 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 825,549. 12,824,732. 23,988. 825,549. 45,132,686. mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 25,976. 45,984,211. 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 6E1492 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 990-PF (2016) PAGE 14 Form 990-PF (2016) Part XVII 1 13 Page 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 in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm (1) Cash (2) Other assets b Other transactions: Yes No X X 1a(1) 1a(2) X 1b(1) (1) Sales of assets to a noncharitable exempt organization X 1b(2) (2) Purchases of assets from a noncharitable exempt organization X 1b(3) (3) Rental of facilities, equipment, or other assets X 1b(4) (4) Reimbursement arrangements X 1b(5) (5) Loans or loan guarantees X 1b(6) (6) Performance of services or membership or fundraising solicitations X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c d If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received. (a) Line no. (b) Amount involved (c) Name of noncharitable exempt organization N/A (d) Description of transfers, transactions, and sharing arrangements N/A mmmmmmmmmmmmm 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. (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 ROBERT HEATON 11/15/2017 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 MTREASURER May with Title (see instructions)? Date Check the IRS discuss this return the preparer shown below if X Yes No PTIN P00235405 44-0160260 self-employed Firm's EIN 67206-6601 Phone no. I 316-265-2811 Form 990-PF (2016) JSA 6E1493 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 15 2016 FORM 990-PF 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 21089060. CARL & MARY ANN BERG CRT - PASS THRU ENT 500,000. TOTAL GAIN(LOSS) ................................................ 21589060. JSA 6E1730 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 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 À¾µº 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. Don't 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2016) JSA 6E1251 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 17 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization Part I CHARLES KOCH FOUNDATION Employer identification number 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. $ 27,500,000. (c) Total contributions CHARLES G. KOCH 1997 TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 30,000,000. (c) Total contributions CHARLES G. KOCH 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 30,564. (c) Total contributions GEORGE GIBBS III 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 148,492. (c) Total contributions KC 2009 GIFT TRUST 4111 E. 37TH STREET N. WICHITA, KS $ 7,500,000. (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X 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) (2016) JSA 6E1253 1.000 16733H K932 11/14/2017 2:07:59 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 27,500,000. (d) Type of contribution V 16-7.6F 85646 PAGE 18 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization Part I CHARLES KOCH FOUNDATION Employer identification number 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 JOHN AND GWYNETH BEAGLE 4111 E. 37TH ST. N WICHITA, KS (a) No. Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 8 9,500,000. (d) Type of contribution $ 24,966. (d) Type of contribution Person Payroll Noncash X 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) (2016) JSA 6E1253 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 19 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization Part II (a) No. from Part I Page 3 Employer identification number CHARLES KOCH FOUNDATION 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 STOCK CONTRIBUTION 5 148,492. $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (See instructions) 04/25/2016 (d) Date received STOCK CONTRIBUTION 9 24,966. $ (a) No. from Part I (c) FMV (or estimate) (b) Description of noncash property given (See instructions) 06/17/2016 (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) (2016) JSA 6E1254 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 20 Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization Part III Page 4 Employer identification number CHARLES KOCH FOUNDATION 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) (2016) JSA 6E1255 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 21 2016 FORM 990-PF ATTACHMENT 1 FORM 990PF, PART I - OTHER INCOME DESCRIPTION OTHER INCOME - LAND RENT OTHER INCOME - MISCELLANEOUS OTHER INCOME - GRANT RECOVERIES OTHER INCOME - EXCISE TAX RECOVERIES EFPRP INVESTMENTS - OTHER INCOME EFPRP INVESTMENTS - TAX EXEMPT INCOME EFPRP INVESTMENTS - UNRELATED INCOME TOTALS 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F REVENUE AND EXPENSES PER BOOKS 180. 6,109. 23,988. 201,859. 12,616,764. 1,988. 825,549. 13,676,437. 85646 NET INVESTMENT INCOME 180. 646,694. 646,874. ATTACHMENT 1 PAGE 22 2016 FORM 990-PF ATTACHMENT 2 FORM 990PF, PART I - LEGAL FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION LEGAL FEES TOTALS 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES 18,868. 18,868. 18,868. 18,868. 85646 ATTACHMENT 2 PAGE 23 2016 FORM 990-PF ATTACHMENT 3 FORM 990PF, PART I - ACCOUNTING FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION ACCOUNTING FEES TOTALS 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES 44,162. 44,162. 44,162. 44,162. 85646 ATTACHMENT 3 PAGE 24 2016 FORM 990-PF 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 INVESTMENT MANAGEMENT FEES ON-LINE SERVICE FEES ADVERTISING FEES VIDEO PRODUCTION FEES SPEAKERS RECRUITING TRAINING TEMP HELP TOTALS 16733H K932 11/14/2017 2:07:59 PM NET INVESTMENT INCOME 267,359. 46,536. 1,052. 51. 702,823. 3,890. 38,147. 10,855. 37,650. 13,807. 25,350. 78,401. 1,225,921. V 16-7.6F 85646 CHARITABLE PURPOSES 267,359. 46,536. 1,052. 51. 702,823. 3,890. 38,147. 10,855. 37,650. 13,807. 25,350. 78,401. 703,875. 522,046. ATTACHMENT 4 PAGE 25 2016 FORM 990-PF ATTACHMENT 5 FORM 990PF, PART I - INTEREST EXPENSE REVENUE AND EXPENSES PER BOOKS DESCRIPTION EFPRP INVESTMENT INTEREST EXP TOTALS 16733H K932 11/14/2017 2:07:59 PM NET INVESTMENT INCOME 1,867,180. 1,867,180. 1,867,180. 1,867,180. V 16-7.6F 85646 ATTACHMENT 5 PAGE 26 2016 FORM 990-PF ATTACHMENT 6 FORM 990PF, PART I - TAXES REVENUE AND EXPENSES PER BOOKS DESCRIPTION NET INVESTMENT INCOME VA BUSINESS PROPERTY TAX EFPRP INVESTMENT FOREIGN TAXES 100. 128,505. 100. 128,505. TOTALS 128,605. 128,605. 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 ATTACHMENT 6 PAGE 27 2016 FORM 990-PF ATTACHMENT 7 FORM 990PF, PART I - OTHER EXPENSES REVENUE AND EXPENSES PER BOOKS 28,853. 15,525. 16,304. 10,976. 15,565. 220. 216. 4,358. 1,473. 3,610. 634. 3,614,641. 2,458,242. DESCRIPTION INSURANCE POSTAGE & DELIVERY BANK FEES SUPPLIES TELEPHONE MEMBERSHIP & DUES AWARDS/INCENTIVES GIFTS LICENSE FEES INTERNET UNREIMBURSED EXPENSES EFPRP NON INVEST EXPENSES EFPRP INVESTMENT EXPENSES TOTALS 16733H K932 11/14/2017 2:07:59 PM 6,170,617. V 16-7.6F 85646 NET INVESTMENT INCOME CHARITABLE PURPOSES 28,853. 15,525. 16,304. 10,976. 15,565. 220. 216. 4,358. 1,473. 3,610. 634. 14. 2,458,242. 2,474,546. 81,444. ATTACHMENT 7 PAGE 28 2016 FORM 990-PF INVESTMENTS - LAND, BUILDINGS, EQUIPMENT ATTACHMENT 8 FIXED ASSET DETAIL ASSET DESCRIPTION METHOD/ BEGINNING CLASS BALANCE ACCUMULATED DEPRECIATION DETAIL ENDING ADDITIONS DISPOSALS BALANCE UNIMPROVED LAND L 2,100,481. UNIMPROVED LAND L 355,213. 355,213. 2,455,694. 355,213. TOTALS BEGINNING BALANCE ENDING ADDITIONS DISPOSALS BALANCE 2,100,481. ATTACHMENT 8 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 29 2016 FORM 990-PF ATTACHMENT 9 FORM 990PF, PART II - OTHER INVESTMENTS DESCRIPTION BEGINNING BOOK VALUE ELLIOT INTERNATIONAL FUND EFPRP BAIH 49,689,725. 443,321,109. 60,000,000. 53,203,064. 501,585,661. 60,000,000. 78,275,529. 532,215,859. 61,785,847. 553,010,834. 614,788,725. 672,277,235. TOTALS 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F ENDING BOOK VALUE 85646 ENDING FMV ATTACHMENT 9 PAGE 30 2016 FORM 990-PF ATTACHMENT 10 FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES DESCRIPTION AMOUNT UNREALIZED GAIN PER AUDIT ADJUSTMENT TOTAL 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 3,721,264. 3,721,264. 85646 PAGE 31 2016 FORM 990-PF ATTACHMENT 11 FORM 990PF, PART VII-A, LINE 11A-TRANSFERS FROM CONTROLLED ENTITY STATEMENT TOTAL AMOUNT 43,000,000. 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: 43,000,000. EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY: LLC NORTH WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 32 2016 FORM 990-PF ATTACHMENT 12 FORM 990PF, PART VII-A, LINE 11A-TRANSFERS TO CONTROLLED ENTITY STATEMENT TOTAL AMOUNT 65,000,000. 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: 65,000,000. EXPLANATION OF TRANSFER TO CONTROLLED ENTITY: LLC NORTH CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 33 2016 FORM 990-PF 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 11/14/2017 2:07:59 PM V 16-7.6F 85646 ATTACHMENT 13 PAGE 34 2016 FORM 990-PF ATTACHMENT 14 FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANTEE'S NAME: KING'S COLLEGE LONDON GRANTEE'S ADDRESS: STRAND CITY, STATE & ZIP: LONDON FOREIGN COUNTRY: UNITED KINGDOM WC2R 2LS GRANT DATE: VAR GRANT AMOUNT: 21,200. GRANT PURPOSE: EDUCATIONAL AMOUNT EXPENDED: 21,200. ANY DIVERSION? NO DATES OF REPORTS: VARIOUS - 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: UNIVERSITY OF MANCHESTER GRANTEE'S ADDRESS: OXFORD ROAD CITY, STATE & ZIP: MANCHESTER FOREIGN COUNTRY: UNITED KINGDOM M13 9PL GRANT DATE: 08/09/2016 GRANT AMOUNT: 1,500. GRANT PURPOSE: PRESENTATION AT ASSOCIATION FOR PRIVATE ENT EDUCATION AMOUNT EXPENDED: 1,500. ANY DIVERSION? NO DATES OF REPORTS: 6/14/17 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: 505 WEST 15TH STREET CITY, STATE & ZIP: AUSTIN, TX 78701 GRANT DATE: GRANT AMOUNT: 890,000. GRANT PURPOSE: MEDIA FELLOWSHIP PROGRAM AMOUNT EXPENDED: 890,000. ANY DIVERSION? NO DATES OF REPORTS: 7/14/17 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: ARGOSY UNIVERSITY - TWIN CITIES 1515 CENTRAL PARKWAY EAGAN, MN 55121 CONT'D ON NEXT PAGE 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 35 2016 FORM 990-PF ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANT DATE: GRANT AMOUNT: 1,000. GRANT PURPOSE: EDUCATION AMOUNT EXPENDED: ANY DIVERSION? NO DATES OF REPORTS: UNKNOWN VERIFICATION DATE: RESULTS OF VERIFICATION: THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE. GRANTEE'S NAME: UNIVERSITY OF LIECHTENSTEIN GRANTEE'S ADDRESS: FURST-FRANZ-JOSEF-STRASSE CITY, STATE & ZIP: VADUZ FOREIGN COUNTRY: LIECHTENSTEIN 9490 GRANT DATE: 04/06/2016 GRANT AMOUNT: 5,000. GRANT PURPOSE: DISSERTATION RESEARCH AMOUNT EXPENDED: 5,000. ANY DIVERSION? NO DATES OF REPORTS: 5/17/17 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: PUBLIC CHOICE SOCIETY GRANTEE'S ADDRESS: WESTERN CAROLINA UNIV. 224C FORSYTH HALL CITY, STATE & ZIP: CULLOWHEE, NC 28723 GRANT DATE: VAR GRANT AMOUNT: 33,425. GRANT PURPOSE: STUDENTS FELLOWS PROGRAM AND RESEARCH WORKSHOP AMOUNT EXPENDED: 33,425. ANY DIVERSION? NO DATES OF REPORTS: VARIOUS - 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: CAUSEUMENTARY 641 S STREET NW WASHINGTON, DC 20001 09/01/2016 54,000. CONT'D ON NEXT PAGE 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 36 2016 FORM 990-PF ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANT PURPOSE: FILM FELLOWS AMOUNT EXPENDED: 54,000. ANY DIVERSION? NO DATES OF REPORTS: 6/2/2017 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: UNIVERSITY OF HONG KONG GRANTEE'S ADDRESS: POK FU LAM ROAD CITY, STATE & ZIP: HONG KONG FOREIGN COUNTRY: CHINA GRANT DATE: 11/25/2016 GRANT AMOUNT: 55,000. GRANT PURPOSE: RESEARCH TRIPS AMOUNT EXPENDED: 4,266. ANY DIVERSION? NO DATES OF REPORTS: 6/14/17 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: BASTIAT SOCIETY GRANTEE'S ADDRESS: 175 KING STREET CITY, STATE & ZIP: CHARLESTON, SC 29401 GRANT DATE: 08/07/2015 GRANT AMOUNT: 20,000. GRANT PURPOSE: MENTORSHIP PROGRAM AMOUNT EXPENDED: 4,000. ANY DIVERSION? NO DATES OF REPORTS: 7/14/2017 FINAL 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: GRANTEE'S ADDRESS: CITY, STATE & ZIP: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: AMOUNT EXPENDED: ANY DIVERSION? DATES OF REPORTS: BASTIAT SOCIETY 175 KING STREET CHARLESTOWN, SC 29401 08/17/2016 23,000. MENTORSHIP PROGRAM 23,000. NO 5/16/2017 FULL AND COMPLETE REPORT OF ALL EXPENDITURES CONT'D ON NEXT PAGE 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 37 2016 FORM 990-PF ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT 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: 03/29/2016 GRANT AMOUNT: 75,000. GRANT PURPOSE: BOOK PROMOTIONS AND LAUNCHES AMOUNT EXPENDED: 75,000. ANY DIVERSION? NO DATES OF REPORTS: 6/15/17 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: 04/12/2016 GRANT AMOUNT: 10,000. GRANT PURPOSE: AUSTRIAN ECONOMICS COURSE DEVELOPMENT AMOUNT EXPENDED: 10,000. ANY DIVERSION? NO DATES OF REPORTS: 5/23/17 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: PRAXIS FOUNDATION GRANTEE'S ADDRESS: 3167 SONJA WAY CITY, STATE & ZIP: MOUNT PLEASANT, SC 29466 GRANT DATE: 03/22/2016 GRANT AMOUNT: 40,000. GRANT PURPOSE: PROGRAM TUITION SCHOLARSHIPPS AMOUNT EXPENDED: 40,000. ANY DIVERSION? NO DATES OF REPORTS: 5/15/17 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 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 38 2016 FORM 990-PF 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 1.00 0. 0. 0. ELIZABETH B KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR 1.00 0. 0. 0. CHARLES G KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR / CHAIRMAN 1.00 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 GIBBINS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 EXECUTIVE VICE PRESIDENT 1.00 0. 0. 0. 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 ATTACHMENT 15 PAGE 39 2016 FORM 990-PF FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION ATTACHMENT 15 (CONT'D) COMPENSATION CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS EXPENSE ACCT AND OTHER ALLOWANCES DUSTIN PERRY P.O. BOX 2256 WICHITA, KS 67201-2256 TREASURER 1.00 0. 0. 0. BRIAN HOOKS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 PRESIDENT / DIRECTOR 10.00 0. 0. 0. WILLIAM RUGER 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VICE PRESIDENT OF RESEARCH 1.00 0. 0. 0. RYAN STOWERS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VP HIGHER EDUCATION 50.00 249,228. 15,075. 16,133. ROBERT HEATON 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 TREASURER 1.00 0. 0. 0. 249,228. 15,075. 16,133. GRAND TOTALS 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 ATTACHMENT 15 PAGE 40 2016 FORM 990-PF 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 50.00 190,982. 4,650. 5,312. JOHN HARDIN 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIR UNIV RELATIONS 50.00 162,759. 9,900. 16,134. DEBI GHATE 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIRECTOR ACAD INVEST 50.00 166,825. 8,100. 5,329. ADAM KISSEL 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 SR PGM OFF UNIV INVE 50.00 159,357. 9,000. 5,312. BRETT HINKEY 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 PGM OFF UNIV INVEST 50.00 145,986. 8,970. 16,134. 825,909. 40,620. 48,221. TOTAL COMPENSATION 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 ATTACHMENT 16 PAGE 41 2016 FORM 990-PF 990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS ATTACHMENT 17 NAME AND ADDRESS TYPE OF SERVICE COMPENSATION 1888 MANAGEMENT LLC P.O. BOX 5004 WICHITA, KS 67201 INVESTMENT MGMT SVCS 573,024. MEDIASPEAK STRATEGIES LLC 5885 TRINITY PARKWAY SUITE 130 CENTREVILLE, VA 20120 COMMUN. & MARKETING 280,000. PRAIRIE CAPITAL MANAGEMENT LLC 4900 MAIN ST, SUITE 700 KANSAS CITY, MO 64112 INVESTMENT MGMT SVCS 176,859. PRG WASHINGTON DC INC 9590 LYNN BUFF COURT, SUITE 16 LAUREL, MD 20723 MULTIMEDIA PRODUCT 112,165. HIGHLINE STRATEGIES 16018 FM 51 GAINESVILLE, TX 76240 COMMUN. & MARKETING TOTAL COMPENSATION 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 71,975. 1,214,023. 85646 PAGE 42 2016 FORM 990-PF 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 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 43 2016 FORM 990-PF 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 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 44 2016 FORM 990-PF 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 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 45 2016 FORM 990-PF 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 AMERICAN IDEAS INSTITUTE NONE 910 17TH STREET NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 138,750. SUITE 410 WASHINGTON, DC 20006 COCHRANE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 36,672. EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 TECHFREEDOM NONE 110 MARYLAND AVE NE PC SUITE 407 WASHINGTON, DC 20002 AQUINO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THE FUND FOR AMERICAN STUDIES NONE 1706 NEW HAMPSHIRE AVE., NW PC GENERAL OPERATING SUPPORT 34,750. WASHINGTON, DC 20009 BACA NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,418. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 46 2016 FORM 990-PF 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 MALEK NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,914. EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 RODRIGUEZ NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TODD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SOUTHERN METHODIST UNIVERSITY NONE SCHOOL OF BUSINESS PC GENERAL OPERATING SUPPORT 107,500. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 10,000. PO BOX 750333 DALLAS, TX 75275-0333 SAINT KATHERINE COLLEGE NONE 1637 CAPALINA RD PC SAN MARCOS, CA 92069 UNIVERSITY OF MISSOURI - COLUMBIA NONE 904 VIRGINIA AVE PC COLUMBIA, MO 65201 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 47 2016 FORM 990-PF 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 FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STU NONE 1776 I STREET, NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 365,000. GENERAL OPERATING SUPPORT 22,000. GOS/RETURN OF PARTIALLY UNUSED FUNDS 52,664. SUITE 300 WASHINGTON, DC 20006 ALEXANDER HAMILTON INSTITUTE FOR THE STUDY OF WEST NONE 21 WEST PARK PC CLINTON, NY 13323 NORTH CAROLINA STATE UNIVERSITY NONE A HOLLADAY HALL PC CAMPUS BOX 7001 RALEIGH, NC 27695-7001 YOUNG VOICES NONE 220 ALLISON ST NW PC GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 3,600. APT 105 WASHINGTON, DC 20011 PEARSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PRINCETON UNIVERSITY NONE 1 NASSAU HALL PC PRINCETON, NJ 08544 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 48 2016 FORM 990-PF 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 MISSOURI - ST LOUIS NONE 8001 NATURAL BRIDGE RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 21,199. SAINT LOUIS, MO 63121 ESTANCIA VALLEY CLASSICAL ACADEMY FOUNDATION NONE PO BOX 3201 PC MORIARTY, NM 87035 SCHMID NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF HONG KONG NONE PO FU LAM ROAD NC GENERAL OPERATING SUPPORT 55,000. HONG KONG CHINA OTTEN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 5,229. SUITE 500 ARLINGTON, VA 22202 GENC NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 49 2016 FORM 990-PF 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 HUTTON NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,293. GENERAL OPERATING SUPPORT 9,266. GENERAL OPERATING SUPPORT 4,600. GENERAL OPERATING SUPPORT 26,000. GENERAL OPERATING SUPPORT 114,000. SUITE 500 ARLINGTON, VA 22202 MURRAY STATE UNIVERSITY NONE 102 CURRIS CENTER PC MURRAY, KY 42071 ROANOKE COLLEGE NONE 221 COLLEGE LANE PC SALEM, VA 24153 FISCAL CHALLENGE NONE 115 TUCKERS POND DR PC CHAPEL HILL, NC 27516 UNIVERSITY OF TEXAS - AUSTIN NONE 1 UNIVERSITY STATION PC AUSTIN, TX 78712 TOWN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,251. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 50 2016 FORM 990-PF 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 AMERICAN VALUES NONE 1841 BROADWAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 14,500. GENERAL OPERATING SUPPORT 8,400. EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 5,355. SUITE 211 NEW YORK, NY 10023 ST MARYS COLLEGE OF MARYLAND NONE 18952 E FISHER RD PC SAINT MARYS CITY, MD 20686 ANDERSON UNIVERSITY NONE 1303 E 5TH STREET PC ANDERSON, IN 46012 CLARK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DEBERRY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 JOHN WILLIAM POPE CIVITAS INSTITUTE, INC. NONE 100 S. HARRINGTON STREET PF GENERAL OPERATING SUPPORT 10,000. RALEIGH, NC 27603 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 51 2016 FORM 990-PF 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 LAGRANGE COLLEGE NONE 601 BROAD ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 1,000. EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 6,000. EDUCATIONAL PROGRAMS 4,005. LAGRANGE, GA 30240 WILLOUGHBY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 COLLEGE OF THE SEQUOIAS FOUNDATION NONE 915 S. MOONEY BLVD. PC VISALIA, CA 93277-2214 PARKER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 GEORGE MASON UNIVERSITY FOUNDATION NONE 4400 UNIVERSITY DR. MS 3A3 PC GOS/RETURN OF PARTIALLY UNUSED FUNDS 13,399,270. FAIRFAX, VA 22030 RUTIGLIANO NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,232. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 52 2016 FORM 990-PF 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 FREE TO CHOOSE NETWORK NONE 2002 FILMORE AVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 33,000. GENERAL OPERATING SUPPORT 3,250. EDUCATIONAL PROGRAMS 3,469. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 5,418. ERIE, PA 16506 BETHLEHEM COLLEGE & SEMINARY NONE 720 13TH AVE S PC MINNEAPOLIS, MN 55415 LADIES OF LIBERTY ALLIANCE NONE 911 M STREET NW, SUITE A PC WASHINGTON, DC 20001 BAKER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MELETA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HOGGLE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 53 2016 FORM 990-PF 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 UNLOCKING DOORS NONE 12225 GREENVILLE AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 100,000. GENERAL OPERATING SUPPORT 11,500. SUITE 850 DALLAS, TX 75243 RUTGERS THE STATE UNIVERSITY OF NEW JERSEY NONE HICKMAN HALL-DOUGLASS PC 89 GEORGE STREET SUITE 501 NEW BRUNSWICK, NJ 08901 COMPETITIVE ENTERPRISE INSTITUTE NONE 1899 L STREET NW PC FLOOR 12 WASHINGTON, DC 20036 CROUSE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 NORTH DAKOTA STATE UNIVERSITY NONE 1340 ADMINISTRATION AVENUE PC GENERAL OPERATING SUPPORT 367,000. FARGO, ND 58102 KASTNER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,293. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 54 2016 FORM 990-PF 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 CARNEGLIA NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 MACKINAC CENTER FOR PUBLIC POLICY NONE 140 W. MAIN STREET PC GENERAL OPERATING SUPPORT 105,000. GENERAL OPERATING SUPPORT 316,600. MIDLAND, MI 48640 WAKE FOREST UNIVERSITY NONE 1834 WAKE FOREST ROAD PC WINSTON SALEM, NC 27106 RUMMEL NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,213. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 LOWRANCE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 STRATA POLICY NONE 255 S. MAIN ST. PC GENERAL OPERATING SUPPORT 1,677,500. SUITE 100 LOGAN, UT 84321 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 55 2016 FORM 990-PF 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 MURPHY NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 8,222. SUITE 500 ARLINGTON, VA 22202 COLLEGE OF THE HOLY CROSS NONE ONE COLLEGE STREET PC GENERAL OPERATING SUPPORT 11,000. EDUCATIONAL PROGRAMS 18,653. EDUCATIONAL PROGRAMS 5,418. WORCESTER, MA 01610 STUDENTS FOR LIBERTY NONE 1101 17TH STREET NW, SUITE 810 PC WASHINGTON, DC 20036 REHBEIN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ST VINCENT COLLEGE NONE 300 FRASOR PURCHASE ROAD PC GENERAL OPERATING SUPPORT 58,500. GENERAL OPERATING SUPPORT 204,000. LATROBE, PA 15650 UNITED NEGRO COLLEGE FUND INC NONE 1805 7TH STREET NW PC WASHINGTON, DC 20001 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 56 2016 FORM 990-PF 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 HATLEY NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 28,832. EDUCATIONAL PROGRAMS 540. EDUCATIONAL PROGRAMS 4,914. SUITE 500 ARLINGTON, VA 22202 AMERICAN COUNCIL OF TRUSTEES AND ALUMNI NONE 1726 M STREET NW PC SUITE 802 WASHINGTON, DC 20036 GIBSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BERGIDA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DUKE UNIVERSITY NONE 81 BEVERLY DRIVE PC GENERAL OPERATING SUPPORT 185,796. DURHAM, NC 27707 CRAWFORD NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 57 2016 FORM 990-PF 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 SRIRAMAN NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 SOUTHERN ILLINOIS UNIVERSITY - CARBONDALE NONE 1235 DOUGLAS DRIVE PC GENERAL OPERATING SUPPORT 11,500. GENERAL OPERATING SUPPORT 162,540. COLYER HALL MAIL CODE 6805 CARBONDALE, IL 62901 PRESIDENT AND FELLOWS OF HARVARD COLLEGE NONE 95 DUNSTER STREET PC CAMBRIDGE, MA 02138 HUISMAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,138. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF IDAHO FOUNDATION NONE 875 PERIMETER DRIVE MS 3143 PC GENERAL OPERATING SUPPORT 74,000. GENERAL OPERATING SUPPORT 14,000. MOSCOW, ID 83844-3143 ROCKFORD UNIVERSITY NONE 5050 EAST STATE STREET PC ROCKFORD, IL 61108 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 58 2016 FORM 990-PF 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 RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 32,000. GENERAL OPERATING SUPPORT 191,000. BUILDING 10 ROOM 295 BOCA RATON, FL 33431 ACTON INSTITUTE NONE 161 OTTAWA AVENUE NW PC SUITE 301 GRAND RAPIDS, MI 49503-2718 MARTINEZ NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,418. SUITE 500 ARLINGTON, VA 22202 DRURY UNIVERSITY NONE 900 N BENTON AVE PC GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 90,000. GENERAL OPERATING SUPPORT 2,480,000. SPRINGFIELD, MO 65802 STANFORD LAW SCHOOL NONE 559 NATHAN ABBOT WAY PC STANFORD, CA 94305 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVENUE, NW PC WASHINGTON, DC 20001 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 59 2016 FORM 990-PF 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 HARVEY NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 390. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 540. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 RISINGER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ZHAO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MUSSER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HAYHURST NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 GODA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 60 2016 FORM 990-PF 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 ALILI NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 MALONE UNIVERSITY NONE 2600 CLEVELAND AVENUE, NW PC GENERAL OPERATING SUPPORT 11,000. GENERAL OPERATING SUPPORT 103,000. GENERAL OPERATING SUPPORT 200,000. CANTON, OH 44709 UNIVERSITY OF ARIZONA FOUNDATION NONE 1111 NORTH CHERRY AVENUE PC PO BOX 210109 TUCSON, AZ 85721-0109 FRASER INSTITUTE NONE 4 FLOOR 1770 BURRARD ST., PO BOX PC VANCOUVER CANADA V6J 3G7 HUGHES NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,914. EDUCATIONAL PROGRAMS 3,232. SUITE 500 ARLINGTON, VA 22202 HORN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 61 2016 FORM 990-PF 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 ROCHESTER NONE 300 EAST RIVER ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 2,835. ROCHESTER, NY 14627 JEFFERS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION NONE 601 WALNUT STREET PC GENERAL OPERATING SUPPORT 600,000. SUITE 510 PHILADELPHIA, PA 19106 CROSSER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 TEXAS TECH UNIVERSITY - FOUNDATION NONE BOX 41034 PC GENERAL OPERATING SUPPORT 3,364,000. LUBBOCK, TX 79409-1034 BLOMFIELD NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 62 2016 FORM 990-PF 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 VIRGINIA'S COLLEGE AT WISE FOUNDATIO NONE 1 COLLEGE AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 40,000. GENERAL OPERATING SUPPORT 8,100. GENERAL OPERATING SUPPORT 2,000. EDUCATIONAL PROGRAMS 7,749. EDUCATIONAL PROGRAMS 3,060. WISE, VA 24293 CENTER FOR INDEPENDENT THOUGHT NONE 1420 WALNUT ST PC SUITE 1011 PHILADELPHIA, PA 19102 GREENLEE SCHOOL OF JOURNALISM & COMMUNICATION NONE 101 HAMILTON HALL PC AMES, IA 50011 AQUINAS COLLEGE NONE 1607 ROBINSON RD SE PC GRAND RAPIDS, MI 49506 ZHU NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MCDERMOTT NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 63 2016 FORM 990-PF 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 HART NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 7,500. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 7,500. GENERAL OPERATING SUPPORT 100,000. SUITE 500 ARLINGTON, VA 22202 CALIFORNIA STATE UNIVERSITY - FRESNO FOUNDATION NONE 4910 N CHESNUT AVE PC FRESNO, CA 93726 THE UCLA FOUNDATION NONE 10920 WILSHIRE BOULEVARD PC SUITE 900 LOS ANGELES, CA 90024 KENNESAW STATE UNIVERSITY RESEARCH & SERVICE FOUND NONE 1000 CHASTAIN RD PC KENNESAW, GA 30144 PRISON FELLOWSHIP MINISTRIES NONE 44180 RIVERSIDE PARKWAY PC LANSDOWNE, VA 20176 GRODNIK NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,278. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 64 2016 FORM 990-PF 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 JENSEN NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 MANHATTAN INSTITUTE FOR POLICY RESEARCH NONE 52 VANDERBILT AVENUE PC GENERAL OPERATING SUPPORT 225,000. 3RD FLOOR NEW YORK, NY 10017 LINLEY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 MONTANA STATE UNIVERSITY - BOZEMAN NONE 307D LINFIELD HALL PC GENERAL OPERATING SUPPORT 793,380. GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 117,600. BOZEMAN, MT 59717-0292 MCKENDREE UNIVERSITY NONE 701 COLLEGE ROAD PC LEBANON, IL 62254 OHIO UNIVERSITY FOUNDATION NONE P.O. BOX 869 PC ATHENS, OH 45701 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 65 2016 FORM 990-PF 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 YOO NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ASSOCIATION OF PRIVATE ENTERPRISE EDUCATION NONE 300 FLETCHER PC GENERAL OPERATING SUPPORT 60,000. CHATTANOOGA, TN 37403 READE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 JOHN LOCKE FOUNDATION NONE 200 WEST MORGAN STREET PC GENERAL OPERATING SUPPORT 30,000. SUITE 200 RALEIGH, NC 27601 MEDIATE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 CITY COLLEGE FUND NONE 160 CONVENT AVENUE PC GENERAL OPERATING SUPPORT 15,000. NEW YORK, NY 10031 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 66 2016 FORM 990-PF 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 GOFF NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. GENERAL OPERATING SUPPORT 7,000. GENERAL OPERATING SUPPORT 819,136. GENERAL OPERATING SUPPORT 10,700. GENERAL OPERATING SUPPORT 44,760. GENERAL OPERATING SUPPORT 25,000. SUITE 500 ARLINGTON, VA 22202 MARSHALL UNIVERSITY FOUNDATION INC NONE 400 HALL GREER BLVD PC HUNTINGTON, WV 25755-3102 FLORIDA STATE UNIVERSITY FOUNDATION NONE 2010 LEVY AVENUE B-300 PC PO BOX 3062739 TALLAHASSEE, FL 32306-2739 UNIVERSITY OF GEORGIA NONE 301 CONNER HALL PC ATHENS, GA 30602 BOWLING GREEN STATE UNIVERSITY FOUNDATION NONE 333 SHATZEL HALL PC BOWLING GREEN, OH 43403 CORNERSTONE SCHOOLS NONE 6861 EAST NEVADA PC DETROIT, MI 48234 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 67 2016 FORM 990-PF 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 BIRKOFER NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 4,800. EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 7,500. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 322,035. SUITE 500 ARLINGTON, VA 22202 COLGATE UNIVERSITY NONE 13 OAK DRIVE PC HAMILTON, NY 13346 MILES NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF NORTH CAROLINA - GREENSBORO NONE PO BOX 26170 PC GREENSBORO, NC 27402-6170 FREE STATE PROJECT NONE 816 ELM STREET PC SUITE 351 MANCHESTER, NH 03101 GEORGE WASHINGTON UNIVERSITY NONE 805 21ST STREET NW PC SUITE 612 WASHINGTON, DC 20052 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 68 2016 FORM 990-PF 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 DAKOTA WESLEYAN UNIVERSITY NONE 1200 W UNIVERSITY AVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 23,000. GENERAL OPERATING SUPPORT 38,390. MITCHELL, SD 57301 RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NE NONE OBO PURCHASE COLLEGE PC 735 ANDERSON HILL ROAD PURCHASE, NY 10577 VAITSBLIT NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,251. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF COLORADO - COLORADO SPRINGS NONE 1420 AUSTIN BLUFFS PKWY PC GENERAL OPERATING SUPPORT 310,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 14,193. MAIN HALL ROOM 304A COLORADO SPRINGS, CO 80918 CARLETON UNIVERSITY NONE 1125 COLONEL BY DRIVE PC OTTAWA CANADA K1S 5B6 WESTERN MICHIGAN UNIVERSITY NONE 1903 W. MICHIGAN AVE. PC KALAMAZOO, MI 49008 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 69 2016 FORM 990-PF 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 KOSLOFF NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,914. EDUCATIONAL PROGRAMS 5,355. SUITE 500 ARLINGTON, VA 22202 CROWE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 VERITAS FORENSICS ASSOCIATION NONE 3009 BEAVER CREEK DRIVE PC GENERAL OPERATING SUPPORT 22,000. GENERAL OPERATING SUPPORT 54,000. GENERAL OPERATING SUPPORT 10,200. FORT WORTH, TX 76177 CAUSEUMENTARY NONE 641 S STREET NW NC OFFICE 4035 WASHINGTON, DC 20001 JACKSONVILLE STATE UNIVERSITY FOUNDATION NONE 700 PELHAM ROAD NORTH PC JACKSONVILLE, AL 36265 MACY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 70 2016 FORM 990-PF 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 TOWER FOUNDATION OF SAN JOSE STATE NONE ONE WASHINGTON SQUARE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 100,000. SAN JOSE, CA 95192 MCAULIFFE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,213. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 BERMAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 REYNOLDS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF RICHMOND NONE 28 WESTHAMPTON WAY PC GENERAL OPERATING SUPPORT 17,400. RICHMOND, VA 23173 QUERESHI NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,176. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 71 2016 FORM 990-PF 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 MELTON NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 5,229. GENERAL OPERATING SUPPORT 3,000. GENERAL OPERATING SUPPORT 10,000. SUITE 500 ARLINGTON, VA 22202 FITTON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 JOHN PAUL THE GREAT CATHOLIC UNIVERSITY NONE 220 WEST GRAND AVENUE PC ESCONDIDO, CA 92025 UNIVERSITY OF MARY HARDIN-BAYLOR NONE UMHB BOX 8415 PC BELTON, TX 76513 TSCHEPIK NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 WHITLOW NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 72 2016 FORM 990-PF 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 HOLT NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 1,103. EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 8,000. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 LIVENGOOD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HOUSTON BAPTIST UNIVERSITY NONE 7502 FONDREN ROAD PC HOUSTON, TX 77074 BURNS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 COOK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TOWNSEND NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 73 2016 FORM 990-PF 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 MONTAZZOLI NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF NOTRE DAME NONE 400 MAIN BUILDING PC GENERAL OPERATING SUPPORT 876,000. GENERAL OPERATING SUPPORT 59,900. NOTRE DAME, IN 46556 COLORADO CHRISTIAN UNIVERSITY NONE 8787 W ALAMEDA AVE PC LAKEWOOD, CO 80226 THORMAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,293. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 TIERNEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SHUMAKER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 74 2016 FORM 990-PF 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 NATIONAL HUMANITIES INSTITUTE NONE PO BOX 1387 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 16,000. GENERAL OPERATING SUPPORT 37,290. BOWIE, MD 20718 GEORGE FOX UNIVERSITY NONE 414 N. MERIDIAN STREET PC NEWBERG, OR 97132 CASTRO-COTA NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,387. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 ARCHER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CROWLEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 RYAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 75 2016 FORM 990-PF 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 TULSA NONE 800 SOUTH TUCKER DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 35,000. GENERAL OPERATING SUPPORT 92,400. TULSA, OK 74104 NEW YORK UNIVERSITY SCHOOL OF LAW NONE 40 WASHINGTON SQUARE SOUTH PC NEW YORK, NY 10012 KHAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 145,212. SUITE 500 ARLINGTON, VA 22202 EWING NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 INSTITUTE FOR HUMANE STUDIES NONE 3301 N. FAIRFAX DRIVE PC SUITE 400 ARLINGTON, VA 22201 UNIVERSITY OF WASHINGTON - BOTHELL NONE 18115 CAMPUS WAY NE PC GENERAL OPERATING SUPPORT 5,700. BOTHELL, WA 98011 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 76 2016 FORM 990-PF 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 BEDFORD NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 17,876. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 CAUSE OF ACTION NONE 1919 PENNSYLVANIA AVE. NW PC SUITE 650 WASHINGTON, DC 20006 MULLICAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 AMERICAN UNIVERSITY NONE 4400 MASSACHUSETTS AVE NW PC GENERAL OPERATING SUPPORT 15,500. WASHINGTON, DC 20016-8130 SCHNEIDER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. GENERAL OPERATING SUPPORT 6,600. SUITE 500 ARLINGTON, VA 22202 WEBBER INTERNATIONAL UNIVERSITY NONE 1201 N. SCENIC HWY PC BABSON PARK, FL 33827 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 77 2016 FORM 990-PF 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. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,835. CHESTNUT HILL, MA 02467 WOOLDRIDGE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SCHWARTZMAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 FAROUGH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TEXAS PUBLIC POLICY FOUNDATION NONE 900 CONGRESS AVE PC GENERAL OPERATING SUPPORT 612,250. STUITE 400 AUSTIN, TX 78701 AMERICA'S FUTURE FOUNDATION NONE 1513 16TH STREET NW PC EDUCATIONAL PROGRAMS 14,578. WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 78 2016 FORM 990-PF 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 NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,176. GENERAL OPERATING SUPPORT 8,000. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 1,103. SUITE 500 ARLINGTON, VA 22202 CLARKSON UNIVERSITY NONE 8 CLARKSON AVENUE PC POTSDAM, NY 13699 TOPCU NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MOUNT NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SALMON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HEZEL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 79 2016 FORM 990-PF 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 CASTRO NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,221. SUITE 500 ARLINGTON, VA 22202 ARIZONA STATE UNIVERSITY FOUNDATION NONE PO BOX 2260 PC GENERAL OPERATING SUPPORT 800,450. GENERAL OPERATING SUPPORT 81,463. GENERAL OPERATING SUPPORT 78,000. TEMPE, AZ 85280 IOWA STATE UNIVERSITY NONE 1750 BEARDSHEAR HALL PC AMES, IA 50011 BROWN UNIVERSITY NONE PO BOX 1844 PC PROVIDENCE, RI 02912 SIGAUD NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 INDIANA UNIVERSITY FOUNDATION NONE PO BOX 500 PC GENERAL OPERATING SUPPORT 23,000. BLOOMINGTON, IN 47402 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 80 2016 FORM 990-PF 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 DONORS TRUST NONE 109 NORTH HENRY ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 700,000. ALEXANDRIA, VA 22314 WANG NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 AVI NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF WISCONSIN - LA CROSSE NONE 1725 STATE STREET PC GENERAL OPERATING SUPPORT 200,000. LA CROSSE, WI 54601 GREENBERG NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 4,253. SUITE 500 ARLINGTON, VA 22202 TAUZIN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 81 2016 FORM 990-PF 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 MASSEY NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 5,387. EDUCATIONAL PROGRAMS 2,970. GENERAL OPERATING SUPPORT 9,000. GENERAL OPERATING SUPPORT 15,450. SUITE 500 ARLINGTON, VA 22202 PALMER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MOSES NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WARD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THE REGENTS OF THE UNIVERSITY OF MICHIGAN NONE 611 TAPPAN ST PC ANN ARBOR, MI 48109-1003 MONTCLAIR STATE UNIVERSITY FOUNDATION NONE 1 NORMAL AVENUE PC MONTCLAIR, NJ 07043 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 82 2016 FORM 990-PF 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 AT CHATTANOOGA NONE 615 MCCALLIE AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 24,844. CHATTANOOGA, TN 37401 BAKY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 4,005. GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 WALDEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 AUSTIN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF TAMPA NONE 401 WEST KENNEDY BLVD, BOX M PC TAMPA, FL 33606 PARMA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 83 2016 FORM 990-PF 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 STATE POLICY NETWORK NONE 1655 NORTH FORT MEYER DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 13,564. EDUCATIONAL PROGRAMS 3,060. ARLINGTON, VA 22209 HEYRICH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION NONE 600 W COLLEGE AVE PC GENERAL OPERATING SUPPORT 60,000. TALLAHASSEE, FL 32306 DONORS TRUST NONE 1800 DIAGONAL ROAD PC EDUCATIONAL PROGRAMS 7,562. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 1,800. SUITE 280 ALEXANDRIA, VA 22314 KNETENANN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 GENTRY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 84 2016 FORM 990-PF 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 MILITARY INSTITUTE FOUNDATION NONE PO BOX 932 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 26,300. LEXINGTON, VA 24450 MORRIS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. GENERAL OPERATING SUPPORT 2,000. EDUCATIONAL PROGRAMS 2,213. SUITE 500 ARLINGTON, VA 22202 NETWORK OF ENLIGHTENED WOMEN NONE 1210 MASSACHUSETTS AVE NW PC NO 1201 WASHINGTON, DC 20005 HUNDLEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WITHERSPOON INSTITUTE NONE 16 STOCKTON ST PC GENERAL OPERATING SUPPORT 10,670. PRINCETON, NJ 08540 RADFORD UNIVERSITY NONE PO BOX 6952 PC GOS/RETURN OF PARTIALLY UNUSED FUNDS 7,352. RADFORD, VA 24142 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 85 2016 FORM 990-PF 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 2960 BROADWAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,213. 107 LOW MEMORIAL LIBRARY NEW YORK, NY 10027 SANCHEZ NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 OBRIEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 JOHNSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BIOLA UNIVERSITY NONE 13800 BIOLA AVE. PC GENERAL OPERATING SUPPORT 26,000. GENERAL OPERATING SUPPORT 9,000. LA MIRADA, CA 90639 ROGERS STATE UNIVERSITY FOUNDATION NONE 1701 WEST WILL ROGERS BOULEVARD PC CLAREMORE, OK 74017 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 86 2016 FORM 990-PF 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 VOELL NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 SARAH LAWRENCE COLLEGE NONE 1 MEAD WAY PC GENERAL OPERATING SUPPORT 12,000. BRONXVILLE, NY 10708 ISOM NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 16,626. GENERAL OPERATING SUPPORT 22,000. GENERAL OPERATING SUPPORT 3,354,530. SUITE 500 ARLINGTON, VA 22202 YOUNG VOICES NONE 220 ALLISON ST NW PC APT 105 WASHINGTON, DC 20011 NORTHWESTERN OKLAHOMA STATE UNIVERSITY NONE 2929 E RANDOLPH PC ENID, OK 73701 FIDELITY CHARITABLE NONE 100 CROSBY PARKWAY PC MAIL ZONE KC1D-FCS COVINGTON, KY 41015-9325 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 87 2016 FORM 990-PF 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 WILSON NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 5,387. EDUCATIONAL PROGRAMS 5,387. SUITE 500 ARLINGTON, VA 22202 BECK-PETER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DWYER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THE BUCKEYE INSTITUTE NONE 88 EAST BROAD STREET PC GENERAL OPERATING SUPPORT 143,000. GENERAL OPERATING SUPPORT 10,000. SUITE 1120 COLUMBUS, OH 43215 ARIZONA CHRISTIAN UNIVERSITY NONE 2625 E. CACTUS ROAD PC PHOENIX, AZ 85032 SLADICK NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 88 2016 FORM 990-PF 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 DR PEPPER MUSEUM & FREE ENTERPRISE INSTITUTE NONE 300 S 5TH ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 16,000. GENERAL OPERATING SUPPORT 65,000. EDUCATIONAL PROGRAMS 48,531. EDUCATIONAL PROGRAMS 5,418. EDUCATIONAL PROGRAMS 5,135. WACO, TX 76701 VANDERBILT UNIVERSITY NONE 2201 WEST END AVE PC NASHVILLE, TN 37325 BILL OF RIGHTS INSTITUTE NONE 200 N. GLEBE RD. PC SUITE 200 ARLINGTON, VA 22203 LI NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 GRAHAM NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF VIRGINIA NONE PO BOX 400195 PC GOS/RETURN OF PARTIALLY UNUSED FUNDS 184,087. CHARLOTTESVILLE, VA 22904 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 89 2016 FORM 990-PF 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 COLLEGE OF CHARLESTON FOUNDATION NONE 66 GEORGE STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 84,500. GENERAL OPERATING SUPPORT 403,508. CHARLESTON, SC 29424 SYRACUSE UNIVERSITY NONE 900 S CROUSE AVE PC SYRACUSE, NY 13210 SOLOMON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 SLAVEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF CHICAGO NONE 1643 W BERWYN PC GENERAL OPERATING SUPPORT 156,500. GENERAL OPERATING SUPPORT 676,000. CHICAGO, IL 60640 VILLANOVA UNIVERSITY NONE 800 LANCASTER AVENUE PC BARTLEY HALL ROOM 1045 VILLANOVA, PA 19085 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 90 2016 FORM 990-PF 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 BAYLOR UNIVERSITY NONE ONE BEAR PLACE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GOS/RETURN OF PARTIALLY UNUSED FUNDS 398,830. UNIT 97042 WACO, TX 76798 PROJECT ON GOVERNMENT OVERSIGHT NONE 1100 G ST NW PC GENERAL OPERATING SUPPORT 35,000. GENERAL OPERATING SUPPORT 23,000. SUITE 500 WASHINGTON, DC 20005 KENYON COLLEGE NONE 105 CHASE AVE PC GAMBIER, OH 43022 HOLDEN-VILLARS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. GENERAL OPERATING SUPPORT 3,200. SUITE 500 ARLINGTON, VA 22202 RUSKO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TOWSON UNIVERSITY NONE 800 YORK RD PC BALTIMORE, MD 21252 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 91 2016 FORM 990-PF 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 GRASS NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 1,613. EDUCATIONAL PROGRAMS 7,820. GENERAL OPERATING SUPPORT 4,500. EDUCATIONAL PROGRAMS 2,430. GENERAL OPERATING SUPPORT 4,800. GENERAL OPERATING SUPPORT 5,691,250. SUITE 500 ARLINGTON, VA 22202 FECCIA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 FORT HAYS STATE UNIVERSITY FOUNDATION NONE ONE TIGER PLACE PC PO BOX 1060 HAYS, KS 67601 SCHLOSSER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CHRISTENDOM COLLEGE NONE 134 CHRISTENDOM DR PC FRONT ROYAL, VA 22630 INSTITUTE FOR HUMANE STUDIES NONE 3301 N FAIRFAX DR PC SUITE 440 ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 92 2016 FORM 990-PF 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 BENITEZ NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 BASTIAT SOCIETY NONE 175 KING ST. PF GENERAL OPERATING SUPPORT 23,000. CHARLESTON, SC 29401 KONIECZNY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 2,632. EDUCATIONAL PROGRAMS 61,799. SUITE 500 ARLINGTON, VA 22202 CUKOVIC NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 AMERICANS FOR PROSPERITY FOUNDATION NONE 2111 WILSON BOULEVARD PC SUITE 350 ARLINGTON, VA 22201-3001 UNIVERSITY OF CALIFORNIA - LOS ANGELES NONE BOX 951406 PC GENERAL OPERATING SUPPORT 158,534. 2147 MURPHY HALL LOS ANGELES, CA 90095-1405 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 93 2016 FORM 990-PF 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 SOUTH DAKOTA NONE 414 E CLARK STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. SLAGLE HALL ROOM 203 VERMILLION, SD 57069 FRUMKIN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,176. SUITE 500 ARLINGTON, VA 22202 QUATERE NONE PO BOX 1042 PC GENERAL OPERATING SUPPORT 25,000. SALT LAKE CITY, UT 84110 BOWDEN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,745. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 5,387. SUITE 500 ARLINGTON, VA 22202 WEBER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MARCH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 94 2016 FORM 990-PF 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 ELLIS NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,914. SUITE 500 ARLINGTON, VA 22202 NEW YORK UNIVERSITY NONE 19 W 4TH STREET PC GENERAL OPERATING SUPPORT 488,400. GENERAL OPERATING SUPPORT 19,657. NEW YORK, NY 10012 UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION NONE 311 MAIN BUILDING PC LEXINGTON, KY 40506 DINH NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,438. SUITE 500 ARLINGTON, VA 22202 STANFORD UNIVERSITY NONE 616 SERRA STREET PC GENERAL OPERATING SUPPORT 166,600. GENERAL OPERATING SUPPORT 219,680. 100 ENCINA HALL WEST STANFORD, CA 94305 LINCOLN NETWORK INC NONE 10826 GREATER HILLS STREET PC RALEIGH, NC 27614 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 95 2016 FORM 990-PF 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 TECH FOUNDATION INC NONE 760 SPRING ST NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 70,000. GENERAL OPERATING SUPPORT 10,000. SUITE 400 ATLANTA, GA 30308 SOUTHERN UNIVERSITY AT NEW ORLEANS FOUNDATION NONE 6400 PRESS DR PC NEW ORLEANS, LA 70126 MAY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION NONE UCA BOX 4986 PC GENERAL OPERATING SUPPORT 16,000. GENERAL OPERATING SUPPORT 84,400. CONWAY, AR 72035-4986 AUSTIN INSTITUTE FOR THE STUDY OF FAMILY AND CULTU NONE 1611 WEST AVENUE PC AUSTIN, TX 78701 OLEAH NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 96 2016 FORM 990-PF 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 CALIFORNIA BERKELEY NONE 7233 DWINELLE HALL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 63,200. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 8,000. EDUCATIONAL PROGRAMS 5,355. EDUCATIONAL PROGRAMS 1,800. NO 2520 BERKELEY, CA 94720-2520 UNIVERSITY OF COLORADO FOUNDATION NONE 1305 UNIVERSITY AVENUE PC BOULDER, CO 80302 NORTHWEST NAZARENE UNIVERSITY NONE 623 S. UNIVERSITY BOULEVARD PC NAMPA, ID 83686 FLITTON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BOND NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WELLESLEY COLLEGE NONE 106 CENTRAL STREET PC GENERAL OPERATING SUPPORT 250,000. WELLESLEY, MA 02481 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 97 2016 FORM 990-PF 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 GROVE CITY COLLEGE NONE 100 CAMPUS DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 56,600. GROVE CITY, PA 16127 WONG NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,293. SUITE 500 ARLINGTON, VA 22202 YMCA OF SOUTH HAMPTON ROADS NONE 920 CORPORATE LANE PC GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 288,000. EDUCATIONAL PROGRAMS 105,691. EDUCATIONAL PROGRAMS 5,135. CHESAPEAKE, VA 23320 UTAH STATE UNIVERSITY NONE 1400 OLD MAIN HILL PC LOGAN, UT 84322-1400 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVENUE, NW PC WASHINGTON, DC 20001 DARST NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 98 2016 FORM 990-PF 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 HOUSTON NONE 4381 HARVEST LN. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,800. GENERAL OPERATING SUPPORT 1,500. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 10,269. EDUCATIONAL PROGRAMS 3,176. HOUSTON, TX 77004 UNIVERSITY OF MANCHESTER NONE OXFORD ROAD NC MANCHESTER UNITED KINGDOM M13 9PL BARNES NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 YAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 STANFORD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF MINNESOTA NONE 200 OAK ST PC GENERAL OPERATING SUPPORT 32,500. SUITE 450 MINNEAPOLIS, MN 55455 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 99 2016 FORM 990-PF 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 CONDON NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,403. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 LEIF NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THE TEXAS A&M UNIVERSITY FOUNDATION NONE 401 GEORGE BUSH DR PC GENERAL OPERATING SUPPORT 100,000. COLLEGE STATION, TX 77840 MORRIS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 STOFFEY NONE 1320 N. COURTHOUSE RD I GENERAL OPERATING SUPPORT 15,000. SUITE 500 ARLINGTON, VA 22202 KOTWICK NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 8,190. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 100 2016 FORM 990-PF 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 FOUNDATION NONE 1848 UNIVERSITY AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 692,360. MADISON, WI 53726 SOLIS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 14,500. EDUCATIONAL PROGRAMS 5,293. EDUCATIONAL PROGRAMS 9,360. SUITE 500 ARLINGTON, VA 22202 ORR NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 INSTITUTE TO REDUCE SPENDING, INC. NONE 919 PRINCE STREET PC ALEXANDRIA, VA 22314 VAYNER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TEGGE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 101 2016 FORM 990-PF 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 2,172,500. GENERAL OPERATING SUPPORT 202,500. WASHINGTON, DC 20064 FRANKLIN CENTER FOR GOVERNMENT AND PUBLIC INTEGRIT NONE 1229 KING STREET 3RD FLOOR PC ALEXANDRIA, VA 22314 RIERSON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 LOCK HAVEN UNIVERSITY FOUNDATION NONE 10 SUSQUEHANNA AVENUE PC GENERAL OPERATING SUPPORT 10,190. LOCK HAVEN, PA 17745 KALBACH NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 1,103. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 GREEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 102 2016 FORM 990-PF 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 BEAIRD NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 5,135. GENERAL OPERATING SUPPORT 1,335. GENERAL OPERATING SUPPORT 250,000. SUITE 500 ARLINGTON, VA 22202 WOOD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI NONE PO BOX 20787 PC SPRINGFIELD, IL 62708-0787 YOUTH ENTREPRENEURS FOUNDATION NONE 4111 E 37TH STREET NORTH PC SUITE D101 WICHITA, KS 67220 CENTER FOR COMPETITIVE POLITICS NONE 124 SOUTH WEST STREET PC EDUCATIONAL PROGRAMS 20,421. EDUCATIONAL PROGRAMS 6,236. SUITE 201 ALEXANDRIA, VA 22314 BENSIMON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 103 2016 FORM 990-PF 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 HERITAGE FOUNDATION NONE 214 MASSACHUSETTS AVENUE NE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 200,000. WASHINGTON, DC 20002 HALLER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 REASON FOUNDATION NONE 3415 S. SEPULVEDA BLVD. PC GENERAL OPERATING SUPPORT 712,500. GENERAL OPERATING SUPPORT 15,000. SUITE 400 LOS ANGELES, CA 90034 WESTERN KENTUCKY UNIVERSITY RESEARCH FOUNDATION IN NONE 1906 COLLEGE HEIGHTS BLVD PC BOWLING GREEN, KY 42101 THOMPSON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 LAGOUDIS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 104 2016 FORM 990-PF 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 TAYLOR NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,418. EDUCATIONAL PROGRAMS 540. SUITE 500 ARLINGTON, VA 22202 THACKSTON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WESLEYAN COLLEGE NONE 4760 FORSYTH ROAD PC GENERAL OPERATING SUPPORT 18,000. GENERAL OPERATING SUPPORT 99,000. MACON, GA 31210 JFA INSTITUTE NONE 2540 CAYMAN ROAD PC MALIBU, CA 90265 KAUFMAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 10,844. SUITE 500 ARLINGTON, VA 22202 CAPITAL RESEARCH CENTER NONE 1513 16TH STREET NW PC WASHINGTON, DC 20036 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 105 2016 FORM 990-PF 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 ARIZONA COUNCIL ON ECONOMIC EDUCATION NONE 3260 N HAYDEN ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 7,600. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. SUITE 207 SCOTTSDALE, AZ 85251 WASHBURN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 OBOYLE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THE PHILANTHROPIC ENTERPRISE NONE PO BOX 4449 PC GENERAL OPERATING SUPPORT 100,000. GENERAL OPERATING SUPPORT 496,000. CARMEL, IN 46082 AMERICAN LEGISLATIVE EXCHANGE COUNCIL NONE 1101 VERMONT AVE, NW - 11TH FLOOR PC WASHINGTON, DC 20005 PALM NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,232. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 106 2016 FORM 990-PF 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 LIBERTAS INSTITUTE NONE 785 E 200 S PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 23,000. GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 4,791. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 36,658. SUITE 2 LEHI, UT 84043 REGENTS OF THE UNIVERSITY OF MINNESOTA NONE 101 RAPSON HALL PC 89 CHURCH ST. S.E. MINNEAPOLIS, MN 55455 AMERICAN CONSERVATIVE UNION FOUNDATION NONE 1331 H STREET NW PC SUITE 500 WASHINGTON, DC 20005 CHRISTO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WARNKE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATLAS NETWORK NONE 1201 L. STREET NW PC FLOOR 2 WASHINGTON, DC 20005 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 107 2016 FORM 990-PF 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 JUSTICE NONE 901 N. GLEBE ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 13,076. SUITE 900 ARLINGTON, VA 22203 AUGUSTANA COLLEGE NONE 2001 SOUTH SUMMIT AVE. PC GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 1,924. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 2,835. SIOUX FALLS, SD 57197 BELHAVEN UNIVERSITY NONE 15115 PARK ROW PC SUITE 175 HOUSTON, TX 77084 DARBARI NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 LAROSIERE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SAINT FRANCIS UNIVERSITY NONE P.O. BOX 600 PC GENERAL OPERATING SUPPORT 428,200. LORETTO, PA 15940 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 108 2016 FORM 990-PF 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 LAKE FOREST COLLEGE NONE 555 N SHERIDAN ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 19,000. LAKE FOREST, IL 60045 STEWART NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 REGENT UNIVERSITY NONE REGENT UNIVERSITY DRIVE PC GENERAL OPERATING SUPPORT 74,600. GOS/RETURN OF PARTIALLY UNUSED FUNDS 67,740. ADM 142 VIRGINIA BEACH, VA 23464-9800 PENNSYLVANIA STATE UNIVERSITY - UNIVERSITY PARK NONE 201 OLD MAIN PC UNIVERSITY PARK, PA 16802 SALCEDO NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 SAMFORD UNIVERSITY NONE 800 LAKESHORE DR PC GENERAL OPERATING SUPPORT 42,000. BIRMINGHAM, AL 35229 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 109 2016 FORM 990-PF 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 VOYLES NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 CLEARY UNIVERSITY NONE 3750 CLEARY DRIVE PC GENERAL OPERATING SUPPORT 44,000. HOWELL, MI 48843 BEAULAC NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 LANG NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 COMBS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PETROSKY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 110 2016 FORM 990-PF 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 CLAFLIN UNIVERSITY NONE 400 MAGNOLIA STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,400. GENERAL OPERATING SUPPORT 890,000. ORANGEBURG, SC 29115 EMERGENT ORDER LLC NONE 505 WEST 15TH STREET NC AUSTIN, TX 78701 MANFREDIZ NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,387. SUITE 500 ARLINGTON, VA 22202 BERRY COLLEGE NONE PO BOX 495024 PC GENERAL OPERATING SUPPORT 12,000. MOUNT BERRY, GA 30149-5024 RAMON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 5,293. SUITE 500 ARLINGTON, VA 22202 YUAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 111 2016 FORM 990-PF 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 MCGILL UNIVERSITY NONE 855 SHERBROOKE ST W PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 107,600. GENERAL OPERATING SUPPORT 11,300. EDUCATIONAL PROGRAMS 10,062. GENERAL OPERATING SUPPORT 18,000. GENERAL OPERATING SUPPORT 14,000. MONTREAL CANADA 227T CHARLESTON SOUTHERN UNIVERSITY NONE 9200 UNIVERSITY BOULEVARD PC CHARLESTON, SC 29406 WASHINGTON LEGAL FOUNDATION NONE 2009 MASSACHUSETTS AVE NW PC WASHINGTON, DC 20036 NORTHERN ILLINOIS UNIVERSITY NONE 1425 WEST LINCOLN HWY. PC DEKALB, IL 60115-2828 LA SIERRA UNIVERSITY NONE 4500 RIVERWALK PKWY. PC RIVERSIDE, CA 92515 CONOVER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 112 2016 FORM 990-PF 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 SCHWARTZ NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,914. GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 4,005. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 2,632. SUITE 500 ARLINGTON, VA 22202 JACKSONVILLE UNIVERSITY NONE 2800 UNIVERSITY BLVD. N. PC JACKSONVILLE, AL 32211 BLANK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BARTON COLLEGE NONE PO BOX 5000 PC WILSON, NC 27893 THE ALEPH INSTITUTE NONE 9540 COLLINS AVE PC SURFSIDE, FL 33154 AFGHAN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 113 2016 FORM 990-PF 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 DIEGO STATE UNIVERSITY RESEARCH FOUNDATION NONE 5250 CAMPANILE DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 1,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 100,000. SAN DIEGO, CA 92182 DEFY VENTURES NONE 154 GRAND STREET PC 6TH FLOOR NEW YORK, NY 10013 WORKFIRST FOUNDATION NONE 288 E 45TH STREET PC 16TH FLOOR NEW YORK, NY 10017 BIJAK NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 STUHLSATZ NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SNOWBALL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 114 2016 FORM 990-PF 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 REEVES NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 5,783. SUITE 500 ARLINGTON, VA 22202 VEAZEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PETTIT NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 RESPONSIVE EDUCATION SOLUTIONS NONE 1301 WATERS RIDGE DRIVE PC GENERAL OPERATING SUPPORT 23,000. GENERAL OPERATING SUPPORT 11,950. GENERAL OPERATING SUPPORT 150,000. LEWISVILLE, TX 75057 EASTERN FLORIDA STATE COLLEGE NONE 3865 NORTH WICKHAM ROAD PC MELBOURNE, FL 32935 NATIONAL CONSTITUTION CENTER NONE 525 ARCH STREET-INDEPENDENCE MALL PC PHILADELPHIA, PA 19106 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 115 2016 FORM 990-PF 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 SALISBURY UNIVERSITY NONE PO BOX 2655 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 36,000. SALISBURY, MD 21802-2655 HSUAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 AUSTIN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WHITE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 FLORIDA STATE UNIVERSITY NONE 211 WESTCOTT BUILDING PC GENERAL OPERATING SUPPORT 125,000. GENERAL OPERATING SUPPORT 15,000. TALLAHASSEE, FL 32306-1470 INSTITUTE FOR PRINCIPLE STUDIES NONE PO BOX 278 PC MODESTO, CA 95353 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 116 2016 FORM 990-PF 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 ECONOMIC STUDIES - EUROPE NONE 1201 L STREET NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 34,000. WASHINGTON, DC 20005 JACKSON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,914. SUITE 500 ARLINGTON, VA 22202 OKLAHOMA STATE UNIVERSITY FOUNDATION NONE 400 S. MONROE ST. PC GENERAL OPERATING SUPPORT 68,500. STILLWATER, OK 74074 MOORE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,418. SUITE 500 ARLINGTON, VA 22202 PHILLIPS NONE 1320 N. COURTHOUSE RD I GENERAL OPERATING SUPPORT 13,000. GENERAL OPERATING SUPPORT 3,000. SUITE 500 ARLINGTON, VA 22202 ROBERT MORRIS UNIVERSITY NONE 6001 UNIVERSITY BOULEVARD PC MOON TOWNSHIP, PA 15108-1189 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 117 2016 FORM 990-PF 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 ST NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 35,000. GENERAL OPERATING SUPPORT 112,000. FLOOR 12 WASHINGTON, DC 20005 IUPUI NONE PO BOX 7800 PC DEPT 7668 DETROIT, MI 48278 ESNEAULT NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 SHAH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 GROENENDAL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PRISON POLICY INITIATIVE NONE 69 GARFIELD AVE PC GENERAL OPERATING SUPPORT 75,000. FLOOR 1 EASTHAMPTON, MA 01027 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 118 2016 FORM 990-PF 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 SIMPSON NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,232. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 SHIMSHOCK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HAMPDEN-SYDNEY COLLEGE NONE PO BOX 128 PC GENERAL OPERATING SUPPORT 28,000. GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 225,000. GENERAL OPERATING SUPPORT 39,000. HAMPDEN SYDNEY, VA 23943 UNIVERSITY OF SAN FRANCISCO NONE 2130 FULTON STREET PC SAN FRANCISCO, CA 94117-1080 CHAPMAN UNIVERSITY NONE 1 UNIVERSITY DRIVE PC ORANGE, CA 92866 UNIVERSITY OF MARYLAND - BALTIMORE COUNTY NONE 1000 HILLTOP CIRCLE PC ADMIN. BLDG. 3RD FLOOR BALTIMORE, MD 21250 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 119 2016 FORM 990-PF 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 NEW HAMPSHIRE NONE 105 MAIN ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 233,040. DURHAM, NH 03825 GILBERT NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 KERSEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BRADIN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BEACON CENTER OF TENNESSEE NONE PO BOX 198646 PC GENERAL OPERATING SUPPORT 57,500. GENERAL OPERATING SUPPORT 288,000. NASHVILLE, TN 37219 OHIO STATE UNIVERSITY & FOUNDATION NONE 281 W LANE AVE PC COLUMBUS, OH 43221 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 120 2016 FORM 990-PF 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 PUBLIC POLICY FOUNDATION NONE 6100 LAKE FORREST DR. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 75,000. GENERAL OPERATING SUPPORT 19,400. GENERAL OPERATING SUPPORT 5,000. SUITE 110 ATLANTA, GA 30328 VERA INSTITUTE OF JUSTICE NONE 233 BROADWAY PC 12TH FLOOR NEW YORK, NY 10279 THE CORPORATION OF MERCER UNIVERSITY NONE 1400 COLEMAN AVENUE PC MACON, GA 31207 CENTRAL CAROLINA COMMUNITY COLLEGE FOUNDATION NONE 1105 KELLY DR. PC SANFORD, NC 27330 WICHITA CENTER FOR THE ARTS NONE 9112 E CENTRAL AVE PC LAND GRANT 2,100,480. WICHITA, KS 67206 BHATIA NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 121 2016 FORM 990-PF 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 SUNSHINE REVIEW DBA STATE BUDGET SOLUTIONS NONE 3901 COURTLAND CIRCLE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,313. EDUCATIONAL PROGRAMS 14,812. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 23,387. ALEXANDRIA, VA 22201 LEADERSHIP INSTITUTE NONE 1101 NORTH HIGHLAND STREET PC ARLINGTON, VA 22201 NATIONAL CENTER FOR POLICY ANALYSIS NONE 12770 COIT ROAD PC SUITE 800 DALLAS, TX 75251 ELEUTHERIA INSTITUTE NONE 18131 PARKRIDGE COURT PC FORT MYERS, FL 33908 PRITCHARD NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,232. SUITE 500 ARLINGTON, VA 22202 VAN TUINEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 122 2016 FORM 990-PF 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 24,000. GENERAL OPERATING SUPPORT 225,000. GENERAL OPERATING SUPPORT 180,000. PO BOX 7000 AZUSA, CA 91702-7000 MIKEROWEWORKS FOUNDATION NONE 10960 WILSHIRE BLVD FL 5 PC LOS ANGELES, CA 90024 CHICAGO COUNCIL ON GLOBAL AFFAIRS NONE 332 S MICHIGAN AVE PC SUITE 1100 CHICAGO, IL 60604 BASLEY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,355. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 WHITLEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THOMPSON-KOLAR NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 123 2016 FORM 990-PF 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 STATE UNIVERSITY RESEARCH FOUNDATION INC NONE 33 GILMER STREET SE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 176,070. ATLANTA, GA 30303 MEHSERIE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,709. SUITE 500 ARLINGTON, VA 22202 SORG NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS NONE 601 THIRTEENTH ST NW PC GENERAL OPERATING SUPPORT 40,000. SUITE 1050N WASHINGTON, DC 20005 ANCEDE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 TEXAS A&M UNIVERSITY NONE 1246 TAMU PC GENERAL OPERATING SUPPORT 537,000. COLLEGE STATION, TX 77843 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 124 2016 FORM 990-PF 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 WALKER NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,293. EDUCATIONAL PROGRAMS 1,613. EDUCATIONAL PROGRAMS 5,387. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 32,376. SUITE 500 ARLINGTON, VA 22202 JOHNSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 EUBANKS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MCPEAK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 REASON FOUNDATION NONE 3415 S. SEPULVEDA BLVD. PC SUITE 400 LOS ANGELES, CA 90034 PROPERTY AND ENVIRONMENT RESEARCH CENTER NONE 2048 ANALYSIS DR PC GENERAL OPERATING SUPPORT 100,000. SUITE A BOZEMAN, MT 59718 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 125 2016 FORM 990-PF 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 DAILY CALLER NEWS FOUNDATION NONE 1050 17TH ST. NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 930,000. SUITE 900 WASHINGTON, DC 20036 LAMPMAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 STEPHEN F AUSTIN STATE UNIVERSITY NONE PO BOX 13004, SFA STATION PC GENERAL OPERATING SUPPORT 19,500. GENERAL OPERATING SUPPORT 4,500. GENERAL OPERATING SUPPORT 24,550. NACOGDOCHES, TX 75962-3004 BOISE STATE UNIVERSITY FOUNDATION NONE 2225 UNIVERSITY DRIVE PC BOISE, ID 83706 NORTHWOOD UNIVERSITY - MICHIGAN NONE 4000 WHITING DRIVE PC MIDLAND, MI 48640 NICKOLS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 126 2016 FORM 990-PF 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 CAPITAL PREPARATORY SCHOOLS INC NONE 275 MADISON AVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 300,000. GENERAL OPERATING SUPPORT 1,000. GENERAL OPERATING SUPPORT 59,643. GENERAL OPERATING SUPPORT 63,000. FLOOR 19 NEW YORK, NY 10016 CHESTNUT HILL COLLEGE NONE 9601 GERMANTOWN AVENUE PC PHILADELPHIA, PA 19118 ST JOHNS UNIVERSITY NONE 8000 UTOPIA PARKWAY PC QUEENS, NY 11439 MICHIGAN STATE UNIVERSITY NONE 304 SOUTH CASE HALL PC EAST LANSING, MI 48825 BACHANI NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 9,234. SUITE 500 ARLINGTON, VA 22202 CORBAN UNIVERSITY NONE 5000 DEER PARK DRIVE SE PC GENERAL OPERATING SUPPORT 13,500. SALEM, OR 97317 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 127 2016 FORM 990-PF 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 PROVIDENCE SBCS INC NONE 630 E CANON PERDIDO PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GOS/RETURN OF PARTIALLY UNUSED FUNDS 17,036. SANTA BARBARA, CA 93101 FLORIDA SOUTHERN COLLEGE NONE 111 LAKE HOLLINGSWORTH DR. PC GENERAL OPERATING SUPPORT 200,000. GENERAL OPERATING SUPPORT 24,600. LAKELAND, FL 33801-5698 SOUTHERN ILLINOIS UNIVERSITY FOUNDATION NONE 1235 DOUGLAS DRIVE PC MAIL CODE 6805 CARBONDALE, IL 62901 REYNOLDS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,418. EDUCATIONAL PROGRAMS 5,293. EDUCATIONAL PROGRAMS 5,229. SUITE 500 ARLINGTON, VA 22202 WILFOD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DORMINEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 128 2016 FORM 990-PF 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 EAST CAROLINA UNIVERSITY NONE 2200 S CHARLES BOULEVARD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,200. GENERAL OPERATING SUPPORT 545,000. GOS/RETURN OF PARTIALLY UNUSED FUNDS 239,925. GREENVILLE, NC 27858-5371 GEORGETOWN UNIVERSITY NONE 37TH AND O STREET NW PC WASHINGTON, DC 20057 INDIANA UNIVERSITY NONE 513 NORTH PARK AVENUE PC BLOOMINGTON, IN 47408-3895 SUSQUEHANNA UNIVERSITY NONE 514 UNIVERSITY AVENUE PC GENERAL OPERATING SUPPORT 12,000. SELINSGROVE, PA 17870 NAGLE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. GENERAL OPERATING SUPPORT 9,500. SUITE 500 ARLINGTON, VA 22202 DARTMOUTH COLLEGE NONE 6106 ROCKEFELLER HALL PC HANOVER, NH 03755 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 129 2016 FORM 990-PF 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 ARILOMO NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,718. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 SMITH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 REASON, INDIVIDUALISM, FREEDOM INSTIUTE NONE 9400 S. DAMEN AVE. PC GENERAL OPERATING SUPPORT 17,160. GENERAL OPERATING SUPPORT 50,000. EDUCATIONAL PROGRAMS 53,380. EDUCATIONAL PROGRAMS 3,213. CHICAGO, IL 60643 RESOURCES FIRST FOUNDATION NONE 189 MAIN STREET PC YARMOUTH, ME 04096 INSTITUTE FOR ENERGY RESEARCH NONE 1155 15TH STREET, NW #900 PC WASHINGTON, DC 20005 JOHNSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 130 2016 FORM 990-PF 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 TRUSTEES OF ILLINOIS STATE UNIVERSITY NONE 1200 COMPTROLLERS OFFICE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 7,000. NORMAL, IL 61790-1200 NORTHWESTERN UNIVERSITY NONE 375 E. CHICAGO AVE. PC GOS/RETURN OF PARTIALLY UNUSED FUNDS 73,068. CHICAGO, IL 60611 MONREAL NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 8,469. SUITE 500 ARLINGTON, VA 22202 LEE UNIVERSITY NONE 1120 NORTH OCOEE ST. PC GENERAL OPERATING SUPPORT 10,800. CLEVELAND, TN 37320 YUKAWA NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 MASSACHUSETTS INSTITUTE OF TECHNOLOGY NONE 77 MASSACHUSETTS AVE. PC GENERAL OPERATING SUPPORT 104,207. CAMBRIDGE, MA 02139 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 131 2016 FORM 990-PF 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 BRADEN NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 PRAXIS FOUNDATION NONE 3167 SONJA WAY PF GENERAL OPERATING SUPPORT 40,000. MOUNT PLEASANT, SC 29466 COURNOYER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 BROADHURST NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 EAST STROUDSBURG UNIVERSITY OF PENNSYLVANIA NONE 562 INDEPENDENCE ROAD PC EAST STROUDSBURG, PA 18301 PARKER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 132 2016 FORM 990-PF 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 LONG ISLAND UNIVERSITY NONE 700 NORTHERN BOULEVARD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 47,500. GENERAL OPERATING SUPPORT 11,000. BROOKVILLE, NY 11548 THE CURATORS OF THE UNIVERSITY OF MISSOURI NONE PO BOX 807012 PC KANSAS CITY, MO 64180 MCDONALD NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 3,176. SUITE 500 ARLINGTON, VA 22202 ZAVALA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BROOKINGS INSTITUTION NONE 1775 MASSACHUSETTS AVENUE NW PC GENERAL OPERATING SUPPORT 180,000. GENERAL OPERATING SUPPORT 32,000. WASHINGTON, DC 20036 ALBANY STATE UNIVERSITY FOUNDATION NONE 504 COLLEGE DRIVE PC ALBANY, GA 31705 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 133 2016 FORM 990-PF 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 HENRY L STIMSON CENTER NONE 1211 CONNECTICUT AVENUE NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 60,000. 8TH FLOOR WASHINGTON, DC 20036 BROADUS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 540. SUITE 500 ARLINGTON, VA 22202 OPERATION NEW HOPE NONE 1830 N MAIN STREET PC GENERAL OPERATING SUPPORT 2,500. GENERAL OPERATING SUPPORT 4,000. GENERAL OPERATING SUPPORT 25,525. JACKSONVILLE, FL 32206 UNIVERSITY OF TEXAS - ARLINGTON NONE 701 S. NEDDERMAN DRIVE PC ARLINGTON, TX 76019 BRYAN COLLEGE NONE 721 BRYAN DRIVE PC DAYTON, TN 37321 TINETTI NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 134 2016 FORM 990-PF 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 RODRIGUEZ NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. GENERAL OPERATING SUPPORT 2,500. GENERAL OPERATING SUPPORT 462,374. SUITE 500 ARLINGTON, VA 22202 MINJAREZ NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 FAMILIES AGAINST MANDATORY MINIMUMS NONE 1100 H STREET NW PC SUITE 1000 WASHINGTON, DC 20005 WEST VIRGINIA UNIVERSITY NONE 1 WATERFRONT PLACE 7TH FLOOR PC PO BOX 1650 MORGANTOWN, WV 26507-1650 ANDERSON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 CARROLL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 135 2016 FORM 990-PF 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 JOHN JAY COLLEGE FOUNDATION NONE 524 W 59TH ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 33,425. NEW YORK, NY 10019 PUBLIC CHOICE SOCIETY NONE WESTERN CAROLINA UNIVERSITY NC 224C FORSYTH HALL COLLEGE OF BUSINESS CULLOWHEE, NC 28723 HADDEN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,232. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF ALASKA - ANCHORAGE NONE 2410 GALEWOOD ST PC GENERAL OPERATING SUPPORT 15,700. GENERAL OPERATING SUPPORT 6,883. EDUCATIONAL PROGRAMS 3,060. ANCHORAGE, AK 99508-4614 GEORGIA COLLEGE & STATE UNIVERSITY NONE 231 W HANCOCK ST PC MILLEDGEVILLE, GA 31061 CROWLEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 136 2016 FORM 990-PF 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 GOODWIN NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF MAINE - ORONO NONE 5755 NUTTUING HALL PC GENERAL OPERATING SUPPORT 10,000. ORONO, ME 04469 STUART NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,229. SUITE 500 ARLINGTON, VA 22202 TRUMAN STATE UNIVERSITY NONE 100 E NORMAL STREET PC GENERAL OPERATING SUPPORT 13,000. KIRKSVILLE, MO 63501 THE HERITAGE FOUNDATION NONE 214 MASSACHUSETTS AVENUE NE PC EDUCATIONAL PROGRAMS 6,938. GENERAL OPERATING SUPPORT 6,900. WASHINGTON, DC 20002 LAKE ERIE COLLEGE NONE 391 W WASHINGTON STREET PC PAINSEVILLE, OH 44077 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 137 2016 FORM 990-PF 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 LEGISLATIVE EXCHANGE COUNCIL NONE 2900 CRYSTAL DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 55,751. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. SUITE 600 ARLINGTON, VA 22202 REYNOLDS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 NIX NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 STONE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 POLICE FOUNDATION NONE 1201 CONNECTICUT AVE NW PC GENERAL OPERATING SUPPORT 12,000. GENERAL OPERATING SUPPORT 100,000. SUITE 200 WASHINGTON, DC 20036-2636 GOLDWATER INSTITUTE NONE 500 EAST CORONADO RD PC PHOENIX, AZ 85004 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 138 2016 FORM 990-PF 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 SETON HALL UNIVERSITY NONE 400 SOUTH ORANGE AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 12,500. SOUTH ORANGE, NJ 07079 AHMED NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 R STREET INSTITUTE NONE 1050 17TH STREET NW PC GENERAL OPERATING SUPPORT 25,000. SUITE 1150 WASHINGTON, DC 20036 BILLMAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,914. SUITE 500 ARLINGTON, VA 22202 ADVANCE ARKANSAS INSTITUTE NONE 55 FONTENAY CIRCLE PC GENERAL OPERATING SUPPORT 20,000. LITTLE ROCK, AR 72223 BUSE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 139 2016 FORM 990-PF 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 ENERGY RESEARCH NONE 1100 H STREET, NW, SUITE 400 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 120,000. GENERAL OPERATING SUPPORT 263,288. WASHINGTON, DC 20005 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL NONE 103 SOUTH BUILDING, CB 9100 PC CHAPEL HILL, NC 27599 KOBAYASHI NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 BILL OF RIGHTS INSTITUTE NONE 200 N GLEBE ROAD PC GENERAL OPERATING SUPPORT 943,677. SUITE 200 ARLINGTON, VA 22203 MCGARRY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,387. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 PALADINO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 140 2016 FORM 990-PF 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 AQUINO NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 ROOT & REBOUND NONE 1731 FRANKLIN STREET PC GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 378,000. SUITE 300 OAKLAND, CA 94612 WESTERN CAROLINA UNIVERSITY NONE 65 WEST UNIVERSITY WAY PC 501 HF ROBINSON ADMINISTRATION BUILDING CULLOWHEE, NC 28723 RODRIGUEZ NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,229. SUITE 500 ARLINGTON, VA 22202 THE PHILADELPHIA SOCIETY NONE 11620 RUTAN CIRCLE PC GENERAL OPERATING SUPPORT 19,000. GENERAL OPERATING SUPPORT 10,000. JEROME, MI 49249 PACIFIC LEGAL FOUNDATION NONE 930 G STREET PC SACRAMENTO, CA 95814 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 141 2016 FORM 990-PF 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 LUDOVICI NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF KENTUCKY NONE 550 SOUTH LIMESTONE ST PC GENERAL OPERATING SUPPORT 453,485. GENERAL OPERATING SUPPORT 48,000. GENERAL OPERATING SUPPORT 3,900. GENERAL OPERATING SUPPORT 3,400. GENERAL OPERATING SUPPORT 119,350. LEXINGTON, KY 40506 LOYOLA UNIVERSITY - NEW ORLEANS NONE 6363 ST. CHARLES AVENUE PC NEW ORLEANS, LA 70118 SOCIETY FOR THE DEVELOPMENT OF AUSTRIAN ECONOMICS NONE 7708 QUEENS GARDEN PC DALLAS, TX 75248 PRESBYTERIAN COLLEGE NONE 503 BROAD STREET PC CLINTON, SC 29325 UNIVERSITY OF NEW ORLEANS FOUNDATION NONE 2021 LAKESHORE DRIVE PC SUITE 420 NEW ORLEANS, LA 70122 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 142 2016 FORM 990-PF 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 GANNON UNIVERSITY NONE 109 UNIVERSITY SQUARE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. ERIE, PA 16541 QUEEN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 8,942. SUITE 500 ARLINGTON, VA 22202 AMERICAN HERITAGE EDUCATION FOUNDATION INC NONE 3100 WESLAYAN ST PC GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 125,000. GENERAL OPERATING SUPPORT 30,088. EDUCATIONAL PROGRAMS 21,000. SUITE 375 HOUSTON, TX 77027 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 1521 SIXTEENTH STREET, NW PC WASHINGTON, DC 20036 UNIVERSITY OF GEORGIA FOUNDATION NONE MILLEDGE CENTRE, SUITE 100 PC 394 SOUTH MILLEDGE AVE ATHENS, GA 30602-5582 YOUNG AMERICANS FOR LIBERTY NONE 3030 CLARENDON BLVD PC SUITE 200 ARLINGTON, VA 22201 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 143 2016 FORM 990-PF 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 TOWNSEND NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 REED NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THOMPSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA NONE 3451 WALNUT STREET PC GENERAL OPERATING SUPPORT 540,000. WYNNEWOOD, PA 19104 PARISH NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,914. SUITE 500 ARLINGTON, VA 22202 ROCHESTER INSTITUTE OF TECHNOLOGY NONE 92 LOMB DRIVE PC GENERAL OPERATING SUPPORT 41,700. ROCHESTER, NY 14623 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 144 2016 FORM 990-PF 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 BROOKLYN LAW SCHOOL NONE 250 JORALEMON ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 150,000. GENERAL OPERATING SUPPORT 3,000. EDUCATIONAL PROGRAMS 4,005. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 446,550. GENERAL OPERATING SUPPORT 717,000. NEW YORK, NY 11201 GUSTAVUS ADOLPHUS COLLEGE NONE 800 W COLLEGE AVENUE PC ST PETER, MN 56082 BANDOLY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF TEXAS - DALLAS NONE 800 WEST CAMPBELL RD PC RICHARDSON, TX 75080 MIDDLE TENNESSEE STATE UNIVERSITY FOUNDATION NONE WOOD-STEGALL CENTER PC BOX 109 MURFREESBORO, TN 37132 YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE PO BOX 2751 PC ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 145 2016 FORM 990-PF 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 CORNELL UNIVERSITY NONE 373 PINE TREE ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 39,000. GENERAL OPERATING SUPPORT 9,600. GENERAL OPERATING SUPPORT 12,250. GOS/RETURN OF PARTIALLY UNUSED FUNDS 22,899. ITHACA, NY 14850 WAYNESBURG UNIVERSITY NONE 51 WEST COLLEGE STREET PC WAYNESBURG, PA 15370 WAKE TECHNICAL COMMUNITY COLLEGE NONE 9101 FAYETTEVILLE ROAD PC RALEIGH, NC 27603 UNIVERSITY OF SOUTH ALABAMA NONE 307 UNIVERSITY BOULEVARD N. PC MOBILE, AL 36688 UNIVERSITY OF LIECHTENSTEIN NONE FURST-FRANZ-JOSEF-STRASSE NC GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 3,060. VADUZ LIECHTENSTEIN 9490 ANTHONY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 146 2016 FORM 990-PF 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 JUSTICE NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 7,876. EDUCATIONAL PROGRAMS 1,800. SUITE 500 ARLINGTON, VA 22202 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY S NONE 1015 18TH STREET NW PC SUITE 425 WASHINGTON, DC 20036 MA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CEDARVILLE UNIVERSITY NONE 251 NORTH MAIN STREET PC GENERAL OPERATING SUPPORT 10,000. CEDARVILLE, OH 45314 ALATORRE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 HOPE COLLEGE NONE PO BOX 9000 PC GENERAL OPERATING SUPPORT 50,770. HOLLAND, MI 49422 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 147 2016 FORM 990-PF 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 POMIRCHY NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,190. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 1,701. EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 DORRILL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 LONG NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BROWNSTEIN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 THOMAS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 SOUTHEAST MISSOURI STATE UNIVERSITY NONE ONE UNIVERSITY PLAZA MS 3200 PC GENERAL OPERATING SUPPORT 18,171. CAPE GIRARDEAU, MO 63701 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 148 2016 FORM 990-PF 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 GOLDEN VIEW CLASSICAL ACADEMY FOUNDATION NONE 601 CORPORATE CIRCLE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 6,100. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 31,900. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 5,000. GOLDEN, CO 80401 MOUNT HOLYOKE COLLEGE NONE 50 COLLEGE ST PC SOUTH HADLEY, MA 01075 SKILLSUSA FOUNDATION INC NONE 14001 SKILLSUSA WAY PC LEESBURG, VA 20176 UNIVERSITY OF NORTH CAROLINA - PEMBROKE NONE PO BOX 1510 PC PEMBROKE, NC 28372 PACIFIC RESEARCH INSTITUTE NONE ONE EMBARCADERO CENTER PC SUITE 350 SAN FRANCISCO, CA 94111 JOHNS HOPKINS UNIVERSITY NONE 100 INTERNATIONAL DRIVE PC BALTIMORE, MD 21202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 149 2016 FORM 990-PF 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 YOUNGBLOOD NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 NORTH PARK UNIVERSITY NONE 3225 WEST FOSTER AVENUE PC GENERAL OPERATING SUPPORT 25,000. CHICAGO, IL 60625 MIRE NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,418. SUITE 500 ARLINGTON, VA 22202 WASHINGTON COLLEGE NONE 300 WASHINGTON AVE PC GENERAL OPERATING SUPPORT 62,500. GENERAL OPERATING SUPPORT 6,000. EDUCATIONAL PROGRAMS 5,293. CHESTERTOWN, MD 21620 WRIGHT STATE UNIVERSITY FOUNDATION NONE 062 RIKE HALL PC DAYTON, OH 45435 PEAK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 150 2016 FORM 990-PF 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 AMERICAS FUTURE FOUNDATION NONE 1513 16TH STREET NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 5,293. WASHINGTON, DC 20036 MILLER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HERITAGE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PEPPERDINE UNIVERSITY NONE 24255 PACIFIC COAST HIGHWAY PC GENERAL OPERATING SUPPORT 66,500. MALIBU, CA 90263-4819 TOTTSER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 LINVILLE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 151 2016 FORM 990-PF 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 BUTLER NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 5,293. SUITE 500 ARLINGTON, VA 22202 SYKES NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PURDUE UNIVERSITY NONE 403 W. STATE STREET PC GENERAL OPERATING SUPPORT 530,000. WEST LAFAYETTE, IN 47907 SKIERA NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 6,273. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 BISSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TANZER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 152 2016 FORM 990-PF 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 COUNCIL OF PUBLIC AFFAIRS NONE 100 WEST WILSHIRE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 2,500. EDUCATIONAL PROGRAMS 3,060. OKLAHOMA CITY, OK 73116 NARBE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 NEWSEUM NONE 555 PENNSYLVANIA AVE NW PC GENERAL OPERATING SUPPORT 50,000. WASHINGTON, DC 20001 AKEY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 1,103. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 FLOOD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 KINGS COLLEGE LONDON NONE STRAND NC GENERAL OPERATING SUPPORT 16,200. LONDON UNITED KINGDOM WC2R 2LS ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 153 2016 FORM 990-PF 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 SUTA NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 4,914. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 10,062. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 LENZORA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MILLER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CALKINS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MANHATTAN INSTITUTE FOR POLICY RESEARCH NONE 52 VANDERBILT AVENUE PC 3RD FLOOR NEW YORK, NY 10017 KEHR NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 154 2016 FORM 990-PF 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 SIFERT NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 CORDELL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ILLINOIS STATE UNIVERSITY NONE 100 N. UNIVERSITY ST. PC GENERAL OPERATING SUPPORT 226,100. NORMAL, IL 61761 JONLER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 5,418. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 BEAM NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 YOUNG NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 155 2016 FORM 990-PF 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 NATIONAL TAXPAYERS UNION FOUNDATION NONE 108 NORTH ALFRED STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 16,376. GENERAL OPERATING SUPPORT 38,500. GENERAL OPERATING SUPPORT 5,300. EDUCATIONAL PROGRAMS 3,555. EDUCATIONAL PROGRAMS 3,060. ALEXANDRIA, VA 22314 NEVADA POLICY RESEARCH INSTITUTE NONE 7130 PLACID ST PC LAS VEGAS, NV 89119 PATRICK HENRY COLLEGE NONE 10 PATRICK HENRY CIRCLE PC PURCELLVILLE, VA 20132 THOMAS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HAGGERTY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CALIFORNIA LUTHERAN UNIVERSITY NONE 60 W OLSEN ROAD PC GENERAL OPERATING SUPPORT 12,000. THOUSAND OAKS, CA 91360 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 156 2016 FORM 990-PF 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 NATIONAL REVIEW INSTITUTE NONE 215 LEXINGTON AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 11,626. GENERAL OPERATING SUPPORT 70,200. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 60,000. GENERAL OPERATING SUPPORT 15,000. GENERAL OPERATING SUPPORT 19,000. FLOOR 11 NEW YORK CITY, NY 10016 HILLSDALE COLLEGE NONE 33 E COLLEGE STREET PC HILLSDALE, MI 49242 NATIONAL REVIEW INSTITUTE NONE 215 LEXINGTON AVENUE PC FLOOR 11 NEW YORK CITY, NY 10016 CALVIN COOLIDGE PRESIDENTIAL FOUNDATION NONE PO BOX 97 PC PLYMOUTH NOTCH, VT 05056 TRINITY UNIVERSITY NONE 1 TRINITY PL. PC SAN ANTONIO, TX 78212 MILLIKIN UNIVERSITY NONE 1184 WEST MAIN STREET PC DECATUR, IL 62522 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 157 2016 FORM 990-PF 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 RYAN FOUNDATION NONE 805 BROWER ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 82,100. WAYNE, PA 19087 EFFREM NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 20,500. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 300 NEW JERSEY AVENUE NW PC SUITE 900 WASHINGTON, DC 20001 MCFALL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 TRIMELS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 LESTER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 158 2016 FORM 990-PF 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 OF CUNY NONE O/B/O JOHN JAY COLLEGE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 56,900. GENERAL OPERATING SUPPORT 1,000. GENERAL OPERATING SUPPORT 43,000. 899 TENTH AVENUE NEW YORK, NY 10019 ARGOSY UNIVERSITY - TWIN CITIES NONE 1515 CENTRAL PARKWAY NC EAGAN, MN 55121 CHRISTOPHER NEWPORT UNIVERSITY NONE 1 UNIVERSITY PLACE PC NEWPORT NEWS, VA 23606-2998 KLASSON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 DAVIS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 VENEZIA NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 159 2016 FORM 990-PF 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 WEST TEXAS A&M UNIVERSITY NONE 2501 4TH AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 14,000. CANYON, TX 79016 BOWMAN NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,213. EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 WHITE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATLAS NETWORK NONE 1201 L STREET NW PC GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 15,000. FLOOR 12 WASHINGTON, DC 20005 AMERICAN ENTERPRISE INSTITUTE NONE 1150 SEVENTEENTH ST., NW PC WASHINGTON, DC 20036 REEDER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 160 2016 FORM 990-PF 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 NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION NONE 8001 BRADDOCK ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 9,126. SUITE 600 SPRINGFIELD, VA 22150 POLITICAL THEORY PROJECT NONE PO BOX 1860 PC GENERAL OPERATING SUPPORT 653,442. 1 PROSPECT STREET PROVIDENCE, RI 02912 LI NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 ZAYCHIK NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 NITTANY THEATRE AT THE BARN NONE 300 OLD BOALSBURG ROAD PC GENERAL OPERATING SUPPORT 35,000. PO BOX 556 BOALSBURG, PA 16827 KIM NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 161 2016 FORM 990-PF 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 CLEMSON UNIVERSITY NONE 201 SIKES HALL PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 419,742. CLEMSON, SC 29634-1301 LEVINE-RAMIREZ NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,555. SUITE 500 ARLINGTON, VA 22202 NEW AMERICA FOUNDATION NONE 1899 L STREET NW PC GENERAL OPERATING SUPPORT 120,000. WASHINGTON, DC 20036 COATES NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 7,749. SUITE 500 ARLINGTON, VA 22202 ACADEMY ON CAPITALISM AND LIMITED GOVERNMENT FOUND NONE 528 E GREEN ST., PC GENERAL OPERATING SUPPORT 90,000. SUITE 202 CHAMPAIGN, IL 61820 HOWELL NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 162 2016 FORM 990-PF 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 WIRTH NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,293. EDUCATIONAL PROGRAMS 5,229. EDUCATIONAL PROGRAMS 28,812. EDUCATIONAL PROGRAMS 6,636. SUITE 500 ARLINGTON, VA 22202 TODOROV NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PACIFIC LEGAL FOUNDATION NONE 930 G STREET PC SACRAMENT, CA 95814 RIES NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 LINCOLN INSTITUTE OF PUBLIC OPINION RESEARCH INC NONE 5405 JONESTOWN ROAD PC GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 130,000. SUITE 110 HARRISBURG, PA 17112 SPIKED US INC NONE 1030 CLIFTON AVE PC SUITE 205 CLIFTON, NJ 07013 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 163 2016 FORM 990-PF 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 EMORY UNIVERSITY NONE 201 DOWMAN DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 1,000. EDUCATIONAL PROGRAMS 4,005. ATLANTA, GA 30322 LANIER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 PURDUE RESEARCH FOUNDATION NONE 610 PURDUE MALL PC GENERAL OPERATING SUPPORT 559,000. WEST LAFAYETTE, IN 47907 ANDERSON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 ASSOCIATION FOR THE STUDY OF FREE INSTITUTIONS NONE 275 ARTS AND SCIENCES HALL PC GENERAL OPERATING SUPPORT 20,000. UNIVERSITY OF NEBRASKA AT OMAHA OMAHA, NE 68182 MOHAMMADI NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 164 2016 FORM 990-PF 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 LOZANO NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 14,750. EDUCATIONAL PROGRAMS 3,251. SUITE 500 ARLINGTON, VA 22202 FIRST AMENDMENT PARTNERSHIP NONE 1730 M ST NW PC SUITE 909 WASHINGTON, DC 20036 GROVER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF WEST GEORGIA FOUNDATION NONE 1601 MAPLE STREET PC GENERAL OPERATING SUPPORT 20,000. CARROLLTON, GA 30118 SUTTER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 1,925. EDUCATIONAL PROGRAMS 1,607. SUITE 500 ARLINGTON, VA 22202 WENDT NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 165 2016 FORM 990-PF 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 NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY NONE 3939 GENTILLY BLVD PC GENERAL OPERATING SUPPORT 20,000. EDUCATIONAL PROGRAMS 16,127. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 50,000. NEW ORLEANS, LA 70126 DAILY CALLER NEWS FOUNDATION NONE 1050 17TH ST. NW PC SUITE 900 WASHINGTON, DC 20036 YMCA OF THE TRIANGLE AREA NONE 801 CORPORATE DRIVE PC SUITE 200 RALEIGH, NC 27607 TECHFREEDOM NONE 110 MARYLAND AVE NE PC SUITE 407 WASHINGTON, DC 20002 GREAT HEARTS AMERICA NONE 3102 N 56TH STREET PC SUITE 300 PHOENIX, AZ 85250 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 166 2016 FORM 990-PF 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 STUDENTS FOR LIBERTY NONE 1101 17TH STREET NW, SUITE 810 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 425,000. WASHINGTON, DC 20036 GERARD NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 7,250. SUITE 500 ARLINGTON, VA 22202 AMERICANS FOR TAX REFORM FOUNDATION NONE 722 12TH ST NW PC 4TH FLOOR WASHINGTON, DC 20005 THE TRUSTEES OF PRINCETON UNIVERSITY NONE PO BOX 5292 PC GENERAL OPERATING SUPPORT 70,000. PRINCETON, NJ 08544 DIXON NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 HARVARD UNIVERSITY NONE 95 DUNSTER STREET PC GENERAL OPERATING SUPPORT 610,000. CAMBRIDGE, MA 02138-5926 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 167 2016 FORM 990-PF 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 SCHOOL FOR ETHICS AND GLOBAL LEADERSHIP NONE 1528 18TH ST NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 11,330. WASHINGTON, DC 20036 UNIVERSITY OF ARIZONA NONE CENTER FOR THE PHILOSOPHY OF FREEDOM PC 845 N PARK AVE TUCSON, AZ 85721 HORNEDO NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 NOSKO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF ALABAMA-TUSCALOOSA NONE 152 ROSE ADMINISTRATION BUILDING PC GENERAL OPERATING SUPPORT 31,116. GENERAL OPERATING SUPPORT 40,000. BOX 870135 TUSCALOOSA, AL 35487-0135 UNIVERSITY OF NEBRASKA - OMAHA NONE 6001 DODGE STREET PC OMAHA, NE 68182 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 168 2016 FORM 990-PF 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 MICHIGAN NONE 611 TAPPAN ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 106,315. ANN ARBOR, MI 48109-1003 COMPETITIVE ENTERPRISE INSTITUTE NONE 1899 L STREET NW PC EDUCATIONAL PROGRAMS 7,250. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 2,835. FLOOR 12 WASHINGTON, DC 20005 HUALDE NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CARRIER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 CENTER FOR INTERNATIONAL POLICY NONE 2000 M STREET NW PC GENERAL OPERATING SUPPORT 45,000. SUITE 720 WASHINGTON, DC 20036 LINETT NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 3,060. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 169 2016 FORM 990-PF 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 MADISON INSTITUTE NONE PO BOX 37460 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 226,000. GENERAL OPERATING SUPPORT 27,000. GENERAL OPERATING SUPPORT 75,000. TALLAHASSEE, FL 32315 RAMAPO COLLEGE FOUNDATION NONE 505 RAMAPO VALLEY RD. PC MAHWAH, NJ 07430 ENCOUNTER FOR EDUCATION AND CULTURE, INC. NONE 900 BROADWAY PF NEW YORK, NY 10003 DAHL NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,253. SUITE 500 ARLINGTON, VA 22202 ALDEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DORHOUT NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 170 2016 FORM 990-PF 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 CARMICHAEL NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 5,135. EDUCATIONAL PROGRAMS 2,835. EDUCATIONAL PROGRAMS 3,081. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 GRUND NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DANIELSON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MITTERMEIER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 RIENZI NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DOWNEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 171 2016 FORM 990-PF 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 JHI FOR APPLIED ECONOMICS GLOBAL HEALTH & THE STUD NONE 3400 N CHARLES ST SUITE W-400 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. BALTIMORE, MD 21218 HANEY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 540. SUITE 500 ARLINGTON, VA 22202 AYN RAND INSTITUTE NONE 2121 ALTON PARKWAY PC GENERAL OPERATING SUPPORT 174,500. SUITE 250 IRVINE, CA 92606 SCHWARTZ NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 5,135. GENERAL OPERATING SUPPORT 6,600. GENERAL OPERATING SUPPORT 12,850. SUITE 500 ARLINGTON, VA 22202 ECCLESIA COLLEGE NONE 9653 NATIONS DRIVE PC SPRINGDALE, AR 72762 UNIVERSITY OF TENNESSEE - KNOXVILLE NONE 1001 MCCLUNG TOWER PC KNOXVILLE, TN 37996 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 172 2016 FORM 990-PF 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 DEESE NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,005. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF TEXAS - SAN ANTONIO NONE ONE UTSA CIRCLE PC GENERAL OPERATING SUPPORT 47,000. GENERAL OPERATING SUPPORT 270,000. GENERAL OPERATING SUPPORT 8,500. EDUCATIONAL PROGRAMS 5,135. SAN ANTONIO, TX 78249 CORE KNOWLEDGE FOUNDATION NONE 801 E HIGH STREET PC CHARLOTTESVILLE, VA 22902 CARTHAGE COLLEGE NONE 2001 ALFORD PARK DRIVE PC KENOSHA, WI 53140 BEESON NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 VIRGINIA TECH NONE 702 UNIVERSITY CITY BLVD, MC 0364 PC GENERAL OPERATING SUPPORT 12,000. BLACKSBURG, VA 24061 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 173 2016 FORM 990-PF 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 HAMMOND NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,632. SUITE 500 ARLINGTON, VA 22202 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION NONE 4603 CALVERT RD PC GENERAL OPERATING SUPPORT 353,000. GENERAL OPERATING SUPPORT 20,555. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 11,150. COLLEGE PARK, MD 20740 AGORA INSTITUTE FOR CIVIC VIRTUE & THE COMMON GOOD NONE 1300 EAGLE ROAD PC SAINT DAVIDS, PA 19087 TALENT MARKET LLC NONE 1490 GREENSHADE WAY PC MOUNT PLEASANT, SC 29464 ST. EDWARDS UNIVERSITY NONE 3001 S. CONGRESS AVE. PC AUSTIN, TX 78704 RUPER NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 8,784. SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 174 2016 FORM 990-PF 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 P.O. BOX 7718 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 26,000. EWING, NJ 08628 CO2 COALITION NONE 1621 N KENT ST PC EDUCATIONAL PROGRAMS 9,126. EDUCATIONAL PROGRAMS 2,133. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 8,500. EDUCATIONAL PROGRAMS 4,005. SUITE 603 ARLINGTON, VA 22209 GRIMES NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 WALKER NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 COMMITTEE FOR A CONSTRUCTIVE TOMORROW NONE PO BOX 65722 PC WASHINGTON, DC 20035 TROSSBACH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 175 2016 FORM 990-PF 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 DWINELL NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 LINDENWOOD UNIVERSITY NONE 209 S. KINGSHIGHWAY PC GENERAL OPERATING SUPPORT 565,400. ST. CHARLES, MO 63301 CHRISTY NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 1,103. GENERAL OPERATING SUPPORT 4,800. EDUCATIONAL PROGRAMS 5,418. SUITE 500 ARLINGTON, VA 22202 MAKRUSH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 HILL NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 BALL STATE UNIVERSITY NONE 2000 W. UNIVERSITY AVENUE PC GENERAL OPERATING SUPPORT 239,250. MUNCIE, IN 47306 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 176 2016 FORM 990-PF 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 NGUYEN NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,387. EDUCATIONAL PROGRAMS 3,060. EDUCATIONAL PROGRAMS 4,005. EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 GREEN NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 DACEY NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MACHOLD NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 1889 INSTITUTE NONE 2602 S. SHINNERY OAK COURT PC GENERAL OPERATING SUPPORT 364,000. GENERAL OPERATING SUPPORT 5,500. STILLWATER, OK 74074 BETHEL COLLEGE NONE 1001 BETHEL CIRCLE PC MISHAWAKA, IN 46545 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 177 2016 FORM 990-PF 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 JORGENSON NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,355. SUITE 500 ARLINGTON, VA 22202 THE KINGS COLLEGE NONE 56 BROADWAY PC GENERAL OPERATING SUPPORT 31,800. NEW YORK, NY 10004 PARSONS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 ASHLAND UNIVERSITY NONE 401 COLLEGE AVE. PC GENERAL OPERATING SUPPORT 41,500. GENERAL OPERATING SUPPORT 97,000. GENERAL OPERATING SUPPORT 270,000. ASHLAND, OH 44805 LSU FOUNDATION NONE 3838 WEST LAKESHORE DRIVE PC BATON ROUGE, LA 70808 TAX FOUNDATION NONE 529 14TH STREET NW PC SUITE 420 WASHINGTON, DC 20045 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 178 2016 FORM 990-PF 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 REED NONE 1320 N. COURTHOUSE RD I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,835. SUITE 500 ARLINGTON, VA 22202 FREEDOM TRUST NONE 130 GREEN LANE PC GENERAL OPERATING SUPPORT 149,500. GREENSBURG, PA 15601 HARRIS NONE 1320 N. COURTHOUSE RD I EDUCATIONAL PROGRAMS 9,360. SUITE 500 ARLINGTON, VA 22202 INDEPENDENT INSTITUTE NONE 100 SWAN WAY PC GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 7,000. GENERAL OPERATING SUPPORT 5,000. OAKLAND, CA 94621-1428 BELOIT COLLEGE NONE 700 COLLEGE STREET PC BELOIT, WI 53511 SAM HOUSTON STATE UNIVERSITY NONE PO BOX 2392 PC HUNTSVILLE, TX 77341 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 179 2016 FORM 990-PF 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 ALASKA - FAIRBANKS NONE 505 SOUTH CHANDALAR DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 15,800. GENERAL OPERATING SUPPORT 5,000. EDUCATIONAL PROGRAMS 7,749. EDUCATIONAL PROGRAMS 3,060. GENERAL OPERATING SUPPORT 7,500. EDUCATIONAL PROGRAMS 4,005. PO BOX 755000 FAIRBANKS, AK 99775 ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY NONE PO BOX 2260 PC TEMPE, AZ 85280-2260 STEVENS NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 MARKOVITCH NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 JAMES WILSON INSTITUTE NONE 7 MAYFAIR LANE PC WESTPORT, CT 06880 SCOCCIMARO NONE 1320 N. COURTHOUSE RD I SUITE 500 ARLINGTON, VA 22202 ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 180 2016 FORM 990-PF 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 UNIVERSITY OF MASSACHUSETTS AMHERST NONE 134 HICKS WAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 8,100. GENERAL OPERATING SUPPORT 81,500. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 19,000. AMHERST, MA 01003-9270 AMERICANS FOR OXFORD INC NONE 500 FIFTH AVENUE PC 32ND FLOOR NEW YORK, NY 10110 MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION NONE PO BOX 8795 PC WILLIAMSBURG, VA 23187-8795 AVE MARIA UNIVERSITY NONE 1025 COMMONS CIRCLE PC NAPLES, FL 34119 TOTAL CONTRIBUTIONS PAID 76,901,930. ATTACHMENT 21 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 181 2016 FORM 990-PF FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 22 RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TEXAS TECH UNIVERSITY - FOUNDATION NONE BOX 41034 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 4,300. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 72,000. GENERAL OPERATING SUPPORT 40,000. GENERAL OPERATING SUPPORT 17,100. GENERAL OPERATING SUPPORT 65,000. LUBBOCK, TX 79409-1034 UNIVERSITY OF MARYLAND NONE 4113 VAN MUNCHING HALL PC COLLEGE PARK, MD 20742 PACIFIC LEGAL FOUNDATION NONE 930 G STREET PC SACRAMENTO, CA 95814 THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STU NONE 1776 I STREET, NW PC SUITE 300 WASHINGTON, DC 20006 HOPE COLLEGE NONE PO BOX 9000 PC HOLLAND, MI 49422 STUDENT FREE PRESS ASSOCIATION NONE P.O. BOX 76 PC HILLSDALE, MI 49242 ATTACHMENT 22 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 182 2016 FORM 990-PF 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 RESOURCES LEGAL CENTER NONE 5100 S.W. MACADAM AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 18,800. GOS/RETURN OF PARTIALLY UNUSED FUNDS 95,000. GENERAL OPERATING SUPPORT 27,000. GENERAL OPERATING SUPPORT 1,500. GENERAL OPERATING SUPPORT 262,500. SUITE 340 PORTLAND, OR 97239 SOUTHERN METHODIST UNIVERSITY NONE SCHOOL OF BUSINESS PC PO BOX 750333 DALLAS, TX 75275-0333 BAYLOR UNIVERSITY NONE ONE BEAR PLACE PC UNIT 97042 WACO, TX 76798 SCALA FOUNDATION NONE 13 EDGEHILL STREET PC PRINCETON, NJ 08540 UNIVERSITY OF MIAMI NONE 1306 STANDFORD DRIVE PC CORAL GABLES, FL 33124 UNIVERSITY OF COLORADO BOULDER NONE 1406 CARIA DRIVE PC BOULDER, CO 80304 ATTACHMENT 22 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 183 2016 FORM 990-PF 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 THURGOOD MARSHALL COLLEGE FUND NONE 901 F STREET, NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 3,945,000. GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 150,000. GENERAL OPERATING SUPPORT 6,000. GENERAL OPERATING SUPPORT 5,000. GENERAL OPERATING SUPPORT 25,000. WASHINGTON, DC 20004 NEW YORK UNIVERSITY NONE 19 W 4TH STREET PC NEW YORK, NY 10012 FIDELITY CHARITABLE NONE 100 CROSBY PARKWAY PC MAIL ZONE KC1D-FCS COVINGTON, KY 41015-9325 NOTRE DAME COLLEGE NONE 4545 COLLEGE ROAD PC SOUTH EUCLID, OH 44121 KINGS COLLEGE LONDON NONE STRAND NC LONDON UNITED KINGDOM WC2R 2LS YOUTH ENTREPRENEURS OF KANSAS NONE 4111 E. 37TH ST. N. PC SUITE D101 WICHITA, KS 67220 ATTACHMENT 22 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 184 2016 FORM 990-PF 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 AMAGI PRODUCTIONS NONE 1624 MOCKINGBIRD LANE, NE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 4,000. GENERAL OPERATING SUPPORT 60,000. GENERAL OPERATING SUPPORT 10,000. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 20,000. GENERAL OPERATING SUPPORT 78,000. CULLMAN, AL 35055 BROOKINGS INSTITUTION NONE 1775 MASSACHUSETTS AVENUE NW PC WASHINGTON, DC 20036 SAVINGS AND RETIREMENT FOUNDATION NONE 2012 WYOMING AVENUE, NW PC # 301 WASHINGTON, DC 20009 ENERGY INNOVATION REFORM PROJECT NONE 2433 N KENMORE STREET PC ARLINGTON, VA 22207 SPIKED US INC NONE 1030 CLIFTON AVE PC SUITE 205 CLIFTON, NJ 07013 THE REGENTS OF THE UNIVERSITY OF MICHIGAN NONE 611 TAPPAN ST PC ANN ARBOR, MI 48109-1003 ATTACHMENT 22 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 185 2016 FORM 990-PF 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 TRUSTEES OF TRINITY COLLEGE NONE 330 SUMMIT STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 13,000. GENERAL OPERATING SUPPORT 50,000. GENERAL OPERATING SUPPORT 75,000. GENERAL OPERATING SUPPORT 25,000. GOS/RETURN OF PARTIALLY UNUSED FUNDS 11,200. GENERAL OPERATING SUPPORT 21,000. HARTFORD, CT 06106 CTC FOUNDATION NONE 2925 RITTENHOUSE ST NW PC WASHINGTON, DC 20015 PROJECT LIBERTY INC NONE 1800 DIAGONAL ROAD PC SUITE 280 ALEXANDRIA, VA 22314 THE SOCIETY FOR CLASSICAL LEARNING NONE 3400 BROOK ROAD PC RICHMOND, VA 23227 NORTH CAROLINA STATE UNIVERSITY NONE A HOLLADAY HALL PC CAMPUS BOX 7001 RALEIGH, NC 27695-7001 DELAWARE COUNCIL ON ECONOMIC EDUCATION NONE P.O. BOX 885 PC NEWARK, DE 19715 ATTACHMENT 22 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 186 2016 FORM 990-PF 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 MOUNTAIN STATES LEGAL FOUNDATION NONE 2596 S. LEWIS WAY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 25,000. LAKEWOOD, CO 80227 CENTER FOR ENVIRONMENTAL SCIENCE ACCURACY AND RELI NONE 32101 COUNTY ROAD PC # 105 DIXON, CA 95620 TOTAL CONTRIBUTIONS APPROVED 5,251,400. ATTACHMENT 22 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 187 2016 FORM 990-PF FORM 990-PF, PART XVI-A - ANALYSIS OF OTHER REVENUE ATTACHMENT 23 BUSINESS CODE DESCRIPTION MISCELLANEOUS INCOME EXCISE TAX RECOVERIES GRANT RECOVERIES EFPRP - OTHER INVESTMENT INCOME/(LOSS) EFPRP - UNRELATED INCOME EXCLUSION CODE 01 01 AMOUNT RELATED OR EXEMPT FUNCTION INCOME 6,109. 201,859. 23,988. 12,616,764. 523000 TOTALS 16733H K932 11/14/2017 2:07:59 PM AMOUNT 825,549. 825,549. V 16-7.6F 85646 01 12,824,732. 23,988. ATTACHMENT 23 PAGE 188 Form Exempt Organization Business Income Tax Return 990-T For calendar year 2016 or other tax year beginning II Department of the Treasury Internal Revenue Service A C )( 3 408(e) 408A , 20 (Employees' trust, see instructions.) CHARLES KOCH FOUNDATION Print or 220(e) 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 500 530(a) 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 640,454,250. ARLINGTON, VA 22201 F Group exemption number (See instructions.) G Check organization type I X 523000 I 501(c) corporation H Describe the organization's primary unrelated business activity. I 501(c) trust 401(a) trust PARTNERSHIP INCOME FROM K-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. ROBERT HEATON 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 Other trust m m m m m m mI I 703-875-1658 (B) Expenses X Yes No (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) 825,549. 825,549. ATCH 1 9 mmmmmmm mmmmmmmmmmmmmm m mm mm mm mm mm 825,549. 825,549. m 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 À¾µº . Open to Public Inspection for 501(c)(3) Organizations Only B Exempt under section 501( , 2016, and ending Information about Form 990-T and its instructions is available at www.irs.gov/form990t. 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 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 m m m m m m m m m m m m m m m m m m m m m ATTACHMENT mmmmmmmmmmmmmmmmm 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 2m m m m m m 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. 6X2740 1.000 JSA 16733H K932 11/14/2017 2:07:59 PM 20 22b 23 4,416. 4,416. 821,133. 821,133. 1,000. 34 Form V 16-7.6F 85646 0. 990-T (2016) PAGE 190 Form 990-T (2016) 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 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 mm mm mm mm mm mm m m m m m m m m m m m m I mm 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 mmm mmm mmm mmm mmm mmm mmm mmm mmm mmm mmm mmm IIm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm Tax and Payments mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 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 40 Rates. for tax tax Alternative minimum tax Tax on Non-Compliant Facility Income. See instructions Total. Add lines 37, 38 and 39 to line 35c or 36, whichever applies Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116) 44 45 a b c d e f g Total tax. Add lines 42 and 43 General business credit. Attach Form 3800 (see instructions) Credit for prior year minimum tax (attach Form 8801 or 8827) Total credits. Add lines 41a through 41d Subtract line 41e from line 40 Form 4255 Form 8611 Form 8697 Form 8866 Other (attach schedule) 2016 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 45g Total 46 47 48 49 Refunded 50 (see instructions) Total payments. Add lines 45a through 45g Estimated tax penalty (see instructions). Check if Form 2220 is attached Tax due. If line 46 is less than the total of lines 44 and 47, enter amount owed Overpayment. If line 46 is larger than the total of lines 44 and 47, enter amount overpaid Enter the amount of line 49 you want: 0. Form 2439 Form 4136 Part V 41e 42 43 44 45a 45b 45c 45d 45e 45f Payments: A 2015 overpayment credited to 2016 Other credits and payments: 36 37 38 39 40 41a 41b 41c 41d Other credits (see instructions) Other taxes. Check if from: 35c on Schedule D (Form 1041) 41 a b c d e 42 43 51 Income Proxy tax. See instructions Part IV 46 47 48 49 50 computation. Credited to 2017 estimated tax At any time during the 2016 calendar year, did the organization have an interest in or a signature or other authority Yes No over a financial 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 I 52 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? 53 If YES, see instructions for other forms the organization may have to file. Enter the amount of tax-exempt interest received or accrued during the tax year Sign Here I 11/15/2017 M TREASURER X 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 ROBERT HEATON Signature of officer Date Print/Type preparer's name Paid Preparer Use Only mmmmm Preparer's signature Title Date STEVEN L WEBB BKD, LLP Firm's name Firm's address I I May the IRS discuss this return with the preparer shown below (see instructions)? X Yes No Check if self-employed Firm's EIN 1551 N WATERFRONT PKWY, STE 300, WICHITA, KS 67206-6601 Phone no. PTIN P00235405 44-0160260 316-265-2811 Form 990-T (2016) I JSA 6X2741 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 191 Form 990-T (2016) 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 Cost of goods 8 sold. Subtract 3 6 line from line 5. Enter here and in Part I, line 2 4a 4b 5 mmmmmmmmm Inventory at end of year 6 Additional section 263A costs (attach schedule) 5 1 2 3 Page I Do the mmmmmmmmmmmmmmm rules of section property produced to the organization? 263A 7 (with respect to Yes mmmmmmmmmmmmmmmmmmmm or acquired for resale) No apply X 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) mmmmmI (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) 1. Description of debt-financed property 2. Gross income from or allocable to debt-financed property 3. Deductions directly connected with or allocable to debt-financed property (a) Straight line depreciation (b) Other deductions (attach schedule) (attach schedule) (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) % 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). 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 Form 990-T (2016) JSA 6X2742 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 192 Form 990-T (2016) Page 4 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 8. Net unrelated income (loss) (see instructions) 7. Taxable Income 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) 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 Totals 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)) mm Form 990-T (2016) JSA 6X2743 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 193 Form 990-T (2016) Part II Page 5 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 4. Advertising gain or (loss) (col. 2 minus col. 3). If a gain, compute cols. 5 through 7. 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). 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 2. Title 3. Percent of time devoted to business (1) 4. Compensation attributable to unrelated business % ATCH 3 (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 mI % Total. Enter here and on page 1, Part II, line 14 Form 990-T (2016) JSA 6X2744 1.000 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 PAGE 194 ATTACHMENT 1 FORM 990T - LINE 5 -INCOME (LOSS) FROM PARTNERSHIPS NET ORDINARY INCOME - EFPRP INVESTMENTS K-1 825,549. INCOME (LOSS) FROM PARTNERSHIPS 16733H K932 11/14/2017 2:07:59 PM 825,549. V 16-7.6F 85646 ATTACHMENT 1 PAGE 195 ATTACHMENT 2 FORM 990T - PART II - LINE 28 - TOTAL OTHER DEDUCTIONS ACCOUNTING FEES 4,416. PART II - LINE 28 - OTHER DEDUCTIONS 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 4,416. ATTACHMENT 2 PAGE 196 ATTACHMENT 3 SCHD. K, FORM 990-T, COMPENSATION OF OFFICERS, DIRECTORS, & TRUSTEES BUSINESS PERCENT NAME AND ADDRESS TITLE 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 GIBBINS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 EXECUTIVE VICE PRESIDENT 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. RYAN STOWERS 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 VP HIGHER EDUCATION 0 0. 16733H K932 11/14/2017 2:07:59 PM V 16-7.6F 85646 COMPENSATION PAGE 197 ATTACHMENT 3 (CONT'D) SCHD. K, FORM 990-T, COMPENSATION OF OFFICERS, DIRECTORS, & TRUSTEES NAME AND ADDRESS TITLE ROBERT HEATON 1320 N. COURTHOUSE RD., SUITE 500 ARLINGTON, VA 22201 TREASURER BUSINESS PERCENT COMPENSATION 0 0. TOTAL COMPENSATION 16733H K932 11/14/2017 2:07:59 PM 0. V 16-7.6F 85646 PAGE 198 I1l Charles Koch Foundation Form 990-T, Line 31 - Net Operating Loss Deduction Tax Year: 12/31/2016 NET OPERATING LOSS DEDUCTION Loss Year Ending 12/31/2014 12/31/2015 NOL Generated (9,702) (1,460,074) Loss Previously used - Loss Available (9,702) (1,460,074) Net Operating Loss Available Net Operating Loss Deduction (Limited to Taxable Income) - 12/31/2016 Net Operating Loss Carryforward to 12/31/2017 Net Operating Losses were generated from unrelated business losses that were passthrough to the organization from investments reported on Schedule K-i, Line 20V. (1,469,776) 821,133 (648,643) :fIIJI:L,I:]