Charles Koch Foundation 480918408 2008 058A292ESearchable

lefile
or Section
',!;!
G Check
all that
Use the IRS

label.
Otherwise,
print
or type.
See Specific
Instruct ions.
H Check
type
Section
year
2008,
or tax year
P"Section
oforgan1zat1on
nonexempt
,fl
!::
J Accounting
at end
of Revenue
and Expenses
i::
E
-::::::
...:r
on savings
and temporary
and interest
Net rental
income
!::'
:.....
t
0
12-31-2008
Address
change
A Employer identification
Name
number
change
Cash
B Telephone number (see the instructions)
(316) 828-5552
C If exemption application 1spending, check here
D 1. Foreign organ1zat1ons,check here
2. Foreign organ1zat1onsmeeting the 85% test,

check here and attach computation
foundation
P"Accrual
E If private foundation status was terminated

under section 507(b)(l)(A),
check here
be on cash basts.}
If the foundation 1sin a 60-month termination
under section 507(b)(l)(B),
(a) Revenue and

expenses per
books
(b) Net investment

income
check here
''
'
'
'
( d) D1sbursements
for charitable
purposes
( cash basis only)
(c) Adjusted net

income
1,086,805
cash
investments
from securities.
2, 190, 196
2, 190, 196
544, 179
544, 179
or (loss)
Net gain or (loss)
from sale of assets
gain net income
Net short-term
Income
(from
capital
3, 100,687
not on line 10
39,296,414
Gross sales price for all assets on line 6a
Part IV,
3, 100,687
line 2)
gain
mod 1f1cat1ons
Gross sales less returns and allowances
Less
Cost
Gross
profit
11
Other
income
12
Total.
Add lines
13
Compensation
14
Other
15
Pension
of goods
Other
schedule)
',!;!
schedule)
1 through
11
of officers,
directors,
salaries
trustees,
34,109
34,109
6,955,976
5,869,171
etc
and wages
employee
Legal fees (attach
(attach
(attach
plans,
Accounting
sold
or (loss)
employee
benefits
3,881,400
3,881,400
823, 726
822, 736
schedule).
fees (attach
professional
',!;!
',!;!
schedule).
fees (attach
schedule)
147,560
10,755
1,410,213
232,086
112,620
95
105,965
1, 112, 167
17
Interest
18
Taxes
19
Deprec1at1on
20
Occupancy
690,322
680,915
Travel,
817,900
817,900
!::
.....
,:::;
2008
rents
Capital
-:::::: 21
,:::;
return
1545-0052
1f the foundation 1snot required to attach Sch B
:.....
t.-:
private
total of amounts m columns (b), (c), and (d) may not

necessanly equal the amounts m column (a) (see the
mstructtons) )
Gross
>
foundation
taxable
(The
Sa
Li.J
$
A mended
private
Other (specify)
(Part I, column (d) must
16a
Trust
No
48-0918408
method
D1v1dends
)(
p
,:::;
Other
Interest
10a
,fl
exempt
trust
Ci::
Analysis
501(c)(3)
charitable
Check ....
City or town, state, and ZIP code

WICHITA, KS 672012256
and ending
Number and street (or PO box number 1f mail 1snot delivered to street address) Room/
PO BOX 2256
suite
Contributions, gifts, grants, etc, received (attach schedule)
01-01-2008
;
:r;
beginning
I Fair market value of all assets

of year (from Part II, col. (c),
ltne 16) .... $ 144,918,458
6a
OMB
4947(a)(1)
Nonexempt
Charitable
Treated as a Private Foundation
apply
In1t1al return
Final return
Name of foundation
CHARLESG KOCH CHARITABLEFOUNDATION
4947(a)(1)
l:F.Till
DLN:934913200061391
Note: The foundatton may be able to use a copy of this retum to satisfy state reportmg reqwrements
De pa rtme nt of the
Treasury
Internal
Revenue
Se rv 1ce
For calendar
Filed Data -
Return of Private Foundation
Form990-PF
I As
GRAPHIC print - DO NOT PROCESS
22
(attach
schedule)
(attach
conferences,
Printing
(see the 1nstruct1ons).
schedule)
and depletion
and meetings.
and publ1cat1ons
23
Other
24
Total operating
expenses
(attach
',!;!
schedule)
and administrative
A d d I Ines 1 3 through
gifts,
85,827
136, 178
135,925
390,918
200,554
expenses.
23
8,496,664
grants
8,393,321
25
Contributions,
26
Total expenses and disbursements.
27
Subtract
',!;!
',!;!
paid.
Add Imes 24 and 25
16,889,985
and disbursements
-9,934,009
242,936
7, 757,562
7, 719,403
242,936
15,476,965
line 26 from line 12
Excess of revenue
Net investment
Adjusted
over expenses
income (1f negative,
net income (1f negative,
For Privacy Act and Paperwork
Reduction
enter
enter
5,626,235
-0-)
-0-)
Act Notice, see the instructions.
Cat
No
11289X
Form
990-PF
(2008)
Form 990-PF
l:F.TilllBalance
Sheets
1
2
Savings
and temporary
Accounts
Less
Pledges
Less
cash
receivable
allowance
Beginning of year
(a) Book Value
Attached schedules and amounts in the description column

should be for end-of-year amounts only (See instructions )
Cash-non-interest-bearing.
Page 2
End of year
(b) Book Value
(c) Fair Market Value
(2008)
investments
3,905
3,036
3,036
76,883,461
51,282,072
51,286,890
78,683
122, 746
122, 746
20,088
68,023
68,023
122, 746
....
for doubtful
accounts
....
accounts
....
rec e 1va ble ....
allowance
Grants
Receivables
for doubtful
receivable
due from officers,
d1squal1f1ed persons
directors,
(attach
trustees,
schedule)
and other
(see the
1nstruct1ons).
7
'-""
m
8
'-""
'-""
notes
and loans
Less
allowance
Inventories
10a
Investments-Li
-e
accounts
S and state
....
....
charges
government
obl1gat1ons
Investments-corporate
stock
(attach
schedule)
Investments-corporate
bonds
(attach
schedule).
Investments-land,
buildings,
Less
deprec1at1on
accumulated
Investments-mortgage
13
Investments-other
14
Land, buildings,
(attach
(attach
and equipment
15
Other
assets
16
Total assets (to be completed

Also,
19
Deferred
20
Loans from officers,
basis
schedule)
.::i
22
Other
23
Total liabilities
(attach
!::
,:::; 24
Unrestricted
,:::;
Temporarily
by all filers-see
notes
(add lines
that
follow
trustees,
and other
(attach
that
lines 27 through
27
Capital
trust
28
Pa1d-1n or capital
stock,
do not follow
171,500,874
144, 918,458
44,255
648,331
295,984
757,901
340,239
1,406,232
180,028,651
170,094,642
180,028,651
170,094,642
180,368,890
171,500,874
22)
....
P'
principal,
surplus,
SFAS 117, check here
or current
or land, bldg,
Retained
30
Total net assets or fund balances
31
Total liabilities
earnings,
Analysis
of Changes
net assets
Enter
amount
Other
increases
Add lines
Decreases
Total
accumulated
income,
funds
and equipment
endowment,
'
fund
or other
funds
balances
(see the 1nstruct1ons)
in Net Assets or Fund Balances
or fund balances
figure
....
(see the 1nstruct1ons)
and net assets/fund
with end-of-year
180,368,890
177,500
d1squal1f1ed persons
31.
Total
1,601,320
26 and lines 30 and 31.
...:r 29
1,601,320
Foundations
fflOI
restricted
and complete
62,626
schedule)
SFAS 117, check here
lines 24 through
,__
0
,fl
85,306,443
17 through
restricted
$,fl
115,045,983
the
....
Permanently
,fl
expenses
payable
u..
99,764,933
directors,
l1ab1l1t1es (describe
Foundations
!::
6,530,000
.... 106,279
schedule)
....
and accrued
and other
and complete
25
3,377,694
1,707,599
....
,fl
-::::::26
revenue
Mortgages
ca
3,377,694
payable
,:::; 21
4'
u
3,377,694
....
....
see page 1, item I)
payable
Grants
basis
deprec1at1on
(describe
18
schedule)
schedule)
accumulated
Accounts
and equipment
(attach
loans
Less
.3
schedule)
12
17
4'
for doubtful
(attach
for sale or use
1nstruct1ons
,fl
receivable
Pre pa 1d ex pens es and deferred
11
Other
reported
at beg1nn1ng of year-Part
on prior year's
II,
column
(a), line 30 (must
agree
return)
from Part I, line 27a

not included
not included
180,028,651
-9,934,009
1n line 2 (1tem1ze) ....
1, 2, and 3
net assets
1n line 2 (1tem1ze) ....
or fund balances
at end of year (line 4 minus
170,094,642
line 5)-Part
II,
column
(b), line 30
170,094,642
Form
990-PF
(2008)
Form 990-PF
(2008)
.:r.........
Page
Capital
Gains and Losses for Tax on Investment
Income
(b) How acquired
(a) List and describe

2-story
brick
See Add1t1onal
la
the k1nd(s) of property sold (e g, real estate,

warehouse,
or common stock, 200 shs M LC Co)
(d) Date sold

(mo, day, yr)
(c) Date acquired
P-P urc hase

D-Donat1on
(mo,
day, yr)
Data Table
b
c
d
e
(e) Gross
sales
See Add1t1onal
(f)
price
Deprec1at1on allowed
(or allowable)
(g) Cost or other basis

plus expense of sale
(h) Gain or (loss)

(e) plus (f) minus (g)
Data Table
b
c
d
e
Complete
only for assets
showing
gain 1n column
(i) F M V as of 12/31/69
See Add1t1onal
(h) and owned
by the foundation
(j) AdJusted basis

as of12/31/69
on 12/31/69
(I) Gains (Col (h) gain minus

col (k), but not less than -0-) or
Losses (from col (h))
(k) Excess of col (1)

over col (J), 1f any
Data Table
b
c
d
e
Capital
Net short-term
gain net income

capital
If gain, also enter

1n Part I, line 8
or (net capital
gain or (loss)
as defined
1n Part I, line 8, column
..
rnn
Quahf1cat1on
Under Section
(For optional
use by domestic
private
If section
4940(d)(2)
Was the foundation

liable for the section
If "Yes," the foundation
does not qualify
1 Enter the appropriate
amount
subJect
If (loss),
enter
-0-
for Reduced Tax on Net Investment

to the section
3,100,687
and (6)
4940(a)
tax on net investment
Income
income)
4942 tax on the distributable

amount of any year 1n the base period?
under section 4940(e)
Do not complete
this part
for each year,
see the 1nstruct1ons
before
making
P-
Yes
No
any entries
(d)
D1stnbut1onratio
(col ( b) d 1v1dedby col (c))
(c)
Net value of nonchantable-use assets
2007
10,080,287
127,673,989
0 078953
2006
8,276,208
76,656,070
0 107965
2005
4,646,986
4 7 ,843,504
0 097129
2004
2,985,334
33,959,784
0 087908
2003
3,283,430
25 ,9 30 ,498
0 126624
Total of line 1, column
Average d1stribut1on
the number of years
Enter the net value
Multiply
Enter
Add lines
(c) (see the 1nstruct1ons)
(b)
Adjusted qualifying d1stnbut1ons
Base period years Calendar

year ( or tax year beg inning in)
1222(5)
part blank
1n each column
(a)
If gain, also enter 1n Part I, line 7

If (loss), enter -0- 1n Part I, line 7
1n sections
4940(e)
foundations
leave this
applies,
loss)
Enter
(d).
ratio for the 5-year base period-d1v1de

the total on line 2 by5,orby
the foundation
has been 1n existence
1f less than 5 years
of noncharitable-use
assets
for 2008
from Part X, line 5.
line 4 by line 3.
1% of net investment
income
(1%
of Part I, line 27b).
qual1fy1ng d1stribut1ons
0 498579
0 099716
170,704,588
17,021,979
56 ,262
5 and 6.
Ifl1ne 8 1s equal to or greater

the Pa rt VI Ins truct1ons
from Part XII, line 4.

than
line 7, check
the box 1n Part VI, line lb,
17,078,241
and complete
that
part using
15 ,4 76 ,965
a 1% tax rate
Form
See
990-PF
(2008)
Form 990-PF
(2008)
Page
:r.,..,.,,. Excise
la
Tax Based on Investment
Income
Exempt operating foundations described in section 4940(d)(2),

Date of ruling
Domestic
here,...
letter
(attach
foundations
,and
that
enter
4940(a),
check here ,...
meet the section
4940(e)
Add lines
Subtitle A (income) tax (domestic section 4947(a)(l)
Tax based on investment
Credits/Payments
requirements
Exempt
Tax paid with appl1cat1on
Backup
estimated
tax payments
foreign
and 2007
organ1zat1ons-tax
w1thhold1ng
Total
credits
Enter
any penalty
Tax due. If the total
for extension
erroneously
and payments
credited
oft1me
.
2
for underpayment
ReqardinQ
1t part1c1pate
or intervene
Did 1t spend
tax
Check
of lines
D 1d the foundation
Enter the amount
to influence
during
the year (either
by the foundation
for this
f1le Form 1120-POL
2220
1s attached
the amount
overpaid.
,...
,...
10
Refunded,...
state,
or 1nd1rectly)
11
or local
leg1slat1on
,... $ ________
engaged
If "Yes," attach a detailed

Has the foundation
of 1ncorporat1on,
Did the foundation
for pol1t1cal purposes
or other
have unrelated
1tf1led a tax return
during
not previously
gross
required
d1ssolut1on,
to the IRS?
or more during
instrument,
copy of the changes

the year?.
contraction
during
or 4942(J)(5)
10
of each state
for calendar
If "Yes," complete
No
1n the governing
as required
as a private
year 2008
No
T.
the governing
line 7, has the foundation
cla1m1ng status
No
the year?
4 941
through
4 94 5) s at1s f1ed e 1the r
instrument
so that
no mandatory
d1rect1ons
instrument?
Enter the states to which the foundation

reports or with which 1t 1s registered
1nstruct1ons)
,..._D_C~,_K_S~,_V_A
________________________________________
(or designate)
3
4a
articles
Sa
Is the foundation
No
or
amends
law remain
to the IRS, 1n its governing
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col (c), and Part XV
General
tax imposed
No
4b
or substantial
by General Ins truct1on
instrument,
that effectively
1s "Yes"to
le
the year
year?.
A re the req u1re me nts of s ect1on 5 0 8 (e) (re lat1ng to s ect1ons
with the state
No
,... $ --------
been reported
of $1,000
that conflict
managers
during
If "Yes," attach a conformed
income
on Form990-Tforth1s
1n the governing
imposed
the year for pol1t1cal expenditure
reported
s1m1lar instruments?
business
a l1qu1dat1on, term1nat1on,
leg1slat1on
4955)
have not previously
Was there
If "Yes," attach the statement
lb
(see
of the act1v1t1es.
made any changes,

or bylaws,
No
1n any act1v1t1es that
descnpt1on
No
la
of the act1v1t1es and copies of any materials
(section
If the answer
Yes
or did
with the act1v1t1es.
(2) 0 n foundation
,... $
managers
Has the foundation
12,228
year?.
on foundation
By state
owed
any national,
descnpt1on
in connection
(1f any) paid by the foundation
amount
directly
Enter the reimbursement
By language
p- 1f Form
here
5 and 8, enter
(1f any) of tax on pol1t1cal expenditures
(1) 0 n the foundation
100,297
for def1n1t1on)?
or d1stnbuted
If"Yes,"has
6c
Act1v1t1es
attempt
If the answer is "Yes" to la or lb, attach a detailed

published
112,525
1n any pol1t1cal campaign?
more than $100
the 1nstruct1ons
100,297
6d.
of estimated
If line 7 1s more than the total
Statements
-0-.
6d
6a through
5 and 8 1s more than line 7, enter
the tax year, did the foundation
enter
112,525
6a
to file (Form 8868)
Enter the amount of line 10 to be Credited to 2009 estimated tax,...
During
112,525
6b
Overpayment.
Part VII-A
to 2008
at source
withheld.
Add lines
of lines
overpayment
withheld
11
1n Part V, check
line 4 from line 3 If zero or less,
10
4a
'
instructions)
trusts and taxable foundations only Others enter -0-)
income. Subtract
2008
and enter "N/A" on line 1

if necessary-see
see the instructions)
1 and 2.
or 4948
trusts and taxable foundations only Others enter -0-)
copy of ruling letter
4940(e),
1% of Part I, line 27b
Tax under section 511 (domestic section 4947(a)(l)
la
4940(b),
All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
(Section
furnished
by General
operating
or the taxable
Instruction
Sb
Yes
_
to the Attorney
G? If "No," attach explanation.
w1th1n the meaning
year beg1nn1ng 1n 2008
Yes
Yes
(see the
a copy of Form 990-PF
foundation
of section
(see 1nstruct1ons
4942(J)(3)
for Part XIV)?
Part XIV
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule /Jstmg their names and addresses
10
Form
990-PF
No
No
(2008)
Part VII-A
11 At
Activities
any time
meaning
12 Did
13
during
of section
512(b)(13)?
15
attach
acquire
a direct
comply
with the public
1nspect1on
~WWWCGKFOUNDATION
ORG
The books
or 1nd1rect interest
own a controlled
entity
w1th1n the
(see page 20 of the 1nstruct1ons)
1n any applicable
requirements
insurance
1121
contract?.
for its annual
returns
at ~4111 E 37TH ST N WICHITA KS
Section
494 7(a)(1)
nonexempt
the amount
and exemption
Part VII-B
Statements
File Form 4720
(2) Borrow
money
from,
or accrued
to, or otherwise
for the benefit
(6) Agree
1fthe foundation
agreed
credit
to (or accept
them from)
If any answer
section
1s "Yes"
relying
Did the foundation
on a current
engage
Taxes
on failure
operating
If "Yes,"
any years
to all years
3a
I Yes p- No
No
P- Yes
No
P- Yes
did 1t have excess
by the Comm1ss1oner
4a
4942(a)(2)
,
(does
).
under the exceptions
assistance
assistance
Yes
P- No
described
P- No
1n Regulations
(see the 1nstruct1ons)?.

check
described
1n la,
not apply
lb
No
le
No
here.
other
for years
have any undistributed
than excepted
acts,
the foundation
was a private
income
(lines
6d
2008?.
20 __
to the year's
P- No
Yes
20 __
1s not applying
the foundation
"No" and attach
during
or d1squal1f1ed persons
the lapse
20 __
of assets)
20 __
Yes
or 4942(J)(5))
beg1nn1ng before
,
I
"No"
undistributed
statement-see
the prov1s1ons
income?
of section
(If applying
4942(a)(2)
section
4942(a)(2)
the 1nstruct1ons).
are being applied
to any of the years
2b
listed
1n 2a, list the years
here
20 __
hold more than a 2 % d I rect or ind I rect I nte rest In any bus 1nes s
at any time
of the 10-,
if the foundation
disaster
disaster
4942)
4942(J)(3)
1n 2a forwh1ch
valuation
answer
(section
did the foundation
of section
D 1d the foundation
If "Yes,"
listed
regarding
''
available
the off1c1al for a period
fall to qualify
regarding
p- No
Yes
day of the tax year beg1nn1ng 1n 2008?.
1n section
20 __
20 __
20
enterprise
listed,
If the prov1s1ons
~
the first
for tax year(s)
to incorrect
notice
income
defined
list the years~
Are there
(relating
before
At the end of tax year 2008,

and 6e, Part XIII)
notice
Check
w1th1n 90 days
1n a prior year 1n any of the acts
to distribute
foundation
1f term1nat1ng
did any of the acts
or 1n a current
that were not corrected
(or make any of either
to or to employ
service,
to la(l)-(6),
53 4941(d)-3
O rgan1zat1ons
to make a grant
No
1t from)
a d 1squa I 1f1ed person?
off1c1al? (Exception.
to a government
of government
~'
Yes
with a d 1squa I 1f1ed person?
extend
to a d1squal1f1ed person
or property
Mav Be Reau1red
or use of a d1squal1f1ed person)?.
to pay money
after term1nat1on
or assets
~_6_7_2_2_0
________
or ind I rectly)
s e rv 1ces, or fac 1l1t1es to (or accept
any income
No
828-5552
applies.
(4) Pay c ompe ns at1on to, or pay or re I mburs e the ex pens es of, a d 1squa I 1f1ed person?
(5) Transfer
Yes
15
a d1squal1f1ed person?.
(3) Furn1s h goods,
no ~(316)
13
here.
~
the year.
column, unless an exception
or leas Ing of property
lend money
1n lieu of Form 1041-Check
during
Act1v1t1es for Which Form 4720
(e 1the r d 1rectly
In the sale or exchange,
Telephone
f1l1ng Form 990-PF
received
if any item is checked in the "Yes"
the year d 1d the foundation
( 1) Engage
trusts
interest
Reaardina
appl1cat1on?.
ZIP+4
charitable
of tax-exempt
No
11a
are 1n care of ~_V_O_N_D_A_H_O_L_L_I_M_A_N

____________________
Located
During
or 1nd1rectly,
schedule
the foundation
and enter
la
If"Yes,"
Continued
directly
Did the foundation

Web site address
14
the year, did the foundation,
business
after
holdings
4943(c)(7))
or 2 0-yea r first
had excess business

invest
Did the foundation
make any investment
charitable
that
of (1) any purchase
as a result
to dispose
phase
holdings
Did the foundation
purpose
during
1n 2008
(2) the lapse of the 5-year
May 26, 1969,
under section
15-,
the year?.
of holdings
acquired
by the foundation
(or longer
period
approved
by gift or bequest,
or (3)
hold 1ng pe nod? (Use Schedule C, Form 4720, to determine
in 2008.).
the year any amount
3b
1n a manner
1n a prior year (but after
had not been removed
period
P- No
Yes
from Jeopardy
that would Jeopardize
its charitable
December
that could Jeopardize
before
the first
31, 1969)
4a
purposes?
No
its
4b
day of the tax year beg1nn1ng 1n 2008?

Form
990-PF
No
(2008)
Part VII-B
Sa
During
Statements
(1) Carry
on propaganda,
(2) Influence
a grant to an 1nd1v1dual for travel,

a grant to an organ1zat1on
509(a)(1),
Regulations
section
O rgan1zat1ons
53 4945
relying
If the answer
tax because
5a(1)-(5),
during
on a personal
Did the foundation,
If you answered
List all officers,
See Add1t1onal
directors,
receive
trustees,
assistance
check
described
No
p- No
1n
(see the 1nstruct1ons)?.
Sb
No
6b
No
.....
'
here.
from the
P- Yes I
No
53.4945-S(d).
or 1nd1rectly,
to pay
on a personal
a party to a proh1b1ted tax shelter
or have any net income
Directors,
foundation
Trustees,
attributable
benefit
Yes
f7 No
contract?.
transaction?
(c) Compensation
(If not paid, enter
-0-)
to the transaction?
Foundation
managers and their compensation
(b) Title, and average

hours per week
devoted to pos1t1on
employees
KITTLE
1515 N COURTHOUSE
ROAD
ARLINGTON,VA
22201
STE 200
STE 200
MOORE
1515 N COURTHOUSE
ROAD
ARLINGTON,VA
22201
STE 200
CARDIFF
1515 N COURTHOUSE
ROAD
ARLINGTON,VA
22201
STE 200
BROWN
1515 N COURTHOUSE
ROAD
ARLINGTON,VA
22201
Total number
under the exceptions
disaster
d 1rectly or ind I rectly,
directly
'
Yes
any proceeds
RYAN STOWERS
MATT
section
Yes
for the grant?.
by Regulations
p- No
p- No
or
assistance
exemption
Yes
P- Yes
or animals?.
fall to qualify
claim
I
I
p- No
described
sc1ent1f1c, literary,
regarding
Yes
Managers,
Yes
f7 No
7b
Highly Paid Employees,
(see the instructions).

(d) Contributions
to
employee benefit plans
and deferred compensation
(e) Expense account,

other allowances
Data Table
1515 N COURTHOUSE
ROAD
ARLINGTON,VA
22201
CHRIS
organ1zat1on
to children
or to carry
(see 1nstruct1ons).
does the foundation
the tax year, was the foundation
(a) Name and address of each employee

paid more than $50,000
LOGAN
etc,
disaster
respons1b1l1ty
the year, pay premiums,
Compensation of five highest-paid

If none, enter "NONE."
CLAIRE
4955),
contract?.
(a) Name and address
notice
regarding
the year, rec e 1ve any funds,
during
4945(e))?
s1m1lar purposes?
4940(d)(2)?
Information
About Officers,
and Contractors
l:ffil9111
1
5a(4),
required
benefit
If yes, did the foundation
or other
of cruelty
Continued
"Yes" to 6b, also file Form 8870.
At any time during
7a
notice
1s "Yes" to question
If "Yes," attach the statement
premiums
or 1n a current
1t ma1nta1ned expenditure
D 1d the foundation,
(see section
did any of the transactions
on a current
(section
drive?.
study,
or for the prevention
1s "Yes"to
leg1slat1on
other than rel1g1ous, charitable,
purposes,
If any answer
election
May Be Required
to
other than a charitable,
(2), or (3), or section
for any purpose
for Which Form 4720
to influence
reg1strat1on
(4) Provide
educational
any voter
(3) Provide
(5) Provide
6a
attempt
of any spec1f1c public
or 1nd1rectly,
1n section
Activities
pay or incur any amount
or otherwise
the outcome
on, directly
Regarding
the year did the foundation
of other employees
STE 200
pa 1d over$
(other
than those included on line 1-see
(b) Title and average

hours per week
devoted to pos1t1on
PGM OFFICER
TALENT
40 0
PGM OFFICER
ED
40 0
HIGHR
DIR O F O PE RATIO
40 0
PGM OFFICER40 0
PGM OFFICER
ACADEMIC
40 0
5 0 ,0 0 0.
NS
MBM
(c) Compensation
the instructions).
to
(d) Contributions
employee benefit
plans and deferred
compensation

other allowances
154,026
10 ,4 35
1,990
125,000
16,139
2,830
185,270
10,724
2,710
120,000
17,357
2,830
172,575
14 ,696
2,830
,...
13
Form
990-PF
(2008)
Form 990-PF
(2008)
ljljljQUW
3
Page
Information
About Officers,
and Contractors Continued
Five highest-paid
"NONE."
independent
Total number
of others
iihilf!#.;I
contractors
of each person
for professional
Trustees,
services-(see
Foundation
for professional
of Direct Charitable
Managers,
the instructions).
If none, enter
(c) Compensation
.....
services.
Activities
List the foundation's four largest direct charitable act1v1t1esduring the tax year Include relevant stat1st1calinformation such as the number of
organizations and other benef1c1ariesserved, conferences convened, research papers produced, etc
1KOCH
ASSOCIATES
2KOCH
INTERNSHIP
PROGRAM
PROGRAM
SEE GENERAL
SEE GENERAL
EXPLANATION
EXPLANATION
Expenses
ATTACHMENT
4,383,360
ATTACHMENT
459,886
:.r.,..--==-: Summary
of Program-Related
Investments
(see the instructions)
Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2
A mount
A II other
program-related
investments
See the 1nstruct1ons
Total Add lines
1 through
3.
Highly Paid Employees,
(b) Type of service
paid more than $50,000
rece1v1ng over $50,000
Summary
Directors,
.....
I
Form
990-PF
(2008)
Form 990-PF
(2008)
lilfil!I
1
Page
Minimum Investment
Return (All domestic foundations
see paqe 24 of the instructions.)
Fair market
value
of assets
not used (or held for use) directly
1n carrying
must complete this part. Foreign foundations,

out charitable,
etc,
purposes
a
Average
monthly
fair market
Average
of monthly
value
cash balances.
Fair market
Total (add lines
value
Reduction
claimed
for blockage
le
detailed
explanation).
(attach
Acqu1s1t1on
Subtract
Cash deemed
of securities.
of all other
la,
assets
b, and c).
indebtedness
or other factors
reported
on lines
to line 1 assets.
held for charitable
Minimum
investment
act1v1t1es
Enter
1 1/2%
M1n1mum investment
2a
Tax on investment
return
income
Income
Add lines 2a and 2b.
tax for 2008
Distributable
Recoveries
Add lines
ofl1ne
3 (for greater
amount,
line 4 from line 3 Enter
Deduction
2,599,562
170,704,588
8,535,229
from Part X, line 6.

for 2008
from Part VI,
line 5.
2a
lilfil30
before adJustments
treated
I 2b I
Subtract
line 2c from line 1.
amount
Subtract
A mounts
A mounts
Distributions
contributions,
gifts,
line 6 from line 5 Enter
expenses)
etc -total
investments-total
paid to acquire
assets
here and on Part XIII,
to accomplish
from Part I, column
charitable,
etc,
(d), line 26.
from Part IX-B.

used (or held for use) directly
set aside for spec1f1c charitable

(prior
Su1tab1l1ty test
Cash d1stribut1on
Qualifying
Foundations
income
Adjusted
IRS approval
test
(attach
distributions.
Enter
that qualify
proJects
1n carrying
out charitable,
that satisfy
schedule).
la through
under section
distributions.
la
15 ,4 76 ,965
4940(e)
3b
Enter
here and on Part V, line 8, and Part XIII,
for the reduced
Subtract
lb
3a
3b
the
line 4
15 ,4 76 ,965
rate of tax on net investment
1% of Part I, line 27b (see page 26 of the 1nstruct1ons)
qualifying
8,422,704
etc,
required).
the required
Add lines
purposes
purposes.
8,422,704
(see page 25 of the instructions)
paid (1nclud1ng adm1n1strat1ve
Program-related
8,422,704
as qual1fy1ng d1stribut1ons.
as adJusted
amount
Qualifying
Expenses,
112,525
from distributable
A mounts
8,535,229
112,525
line 1.
Note:
2c
of amounts
Distributable
17 3,304,150
here and on Part V, line 4
3 and 4.
see the
5% of line 5.
(T h Is does not I n c I u de the tax from P a rt V I )
amount
6,530,000
17 3,304,150
le
ld
Distributable
Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating
foundations and
certain fore1qn orqan1zat1ons check here ,..
and do not complete this part.)
ilfil31
Subtract
assets.
Enter
return.
72,750,566
1nstruct1ons).
Net value of noncharitable-use
lb
I le I
applicable
94,023,584
la and
line 2 from line ld.
la
11ne 5 from 11ne 4.
The amount on line 6 will be used in Part V, column (b), in subsequent

section 4940(e) reduction of tax in those years.
15 ,4 76 ,965
years when calculating
whether
the foundation
Form
qualifies
990-PF
for the
(2008)
Undistributed
Part XIII
Income
(see paqe 26 of the instructions)

(a)
Corpus
Distributable
Undistributed
income,
1fany,
Enter
amount
for 2007
only.
Total
for prior years
Excess
From 2003.
amount
20
__, __,
20
20
8,422, 704
--
From 2004.
1,297,997
From 2005.
2,267,221
From 2006.
4,479, 130
From 2007.
3, 779,603
Total of lines
13,815, 774
e.
Qua I 1fy 1ng d 1stri but1ons for 2 0 0 8 from Pa rt
..... $
XII, line 4
15,476,965
a A ppl1ed to 2007,
but not more than
b A ppl1ed to undistributed
(Election
required-see
line 2a
income of prior years

the 1nstruct1ons).
c Treated as d1stribut1ons
out of corpus
required-see
the 1nstruct1ons).
d A ppl1ed to 2008
distributable
distributed
e Rema1n1ng amount
(d)
2008
1f any, to 2008
1,991,823
(c)
2007
as of the end of2007
carryover,
3a through
(b)
prior to 2007
from Part XI, line 7
for 2008
d1stribut1ons
Years
Excess
d1stribut1ons
(Election
8,422, 704
amount.
7,054,261
out of corpus
carryover
applied
to 2008
(If an amount appears in column (d), the

same amount must be shown in column (a).)
6
Enter the net total

indicated below:
a Corpus
Add lines
of each column as
3f, 4c, and 4e
b Prior years' undistributed

I In e 4 b from I In e 2 b
income
Subtract
line 5
20,870,035
Subtract
c Enter the amount of prior years' undistributed

income for which a notice of def1c1ency has
been 1ssued, or on wh1c h the s ect1on 4 9 4 2 (a)
tax has been previously
assessed.
line 6c from line 6b Taxable
d Subtract
amount-see
the 1nstruct1ons
income for 2006

Subtract
line
e U nd1stributed
the
4a from line 2a Taxable amount-see
1nstruct1ons
income for 2008

U nd1stributed
lines 4d and 5 from line 1 This
1n 2008
be distributed
Subtract
amount must
7 A mounts treated as d1stribut1ons

out of
corpus to satisfy requirements
imposed by
section
170(b)(l)(F)
or4942(g)(3)
(see the
1nstruct1ons).
8
9
10
a
Excess d1stribut1ons
carryover
from 2002 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
Excess distributions
carryover to 2008.
lines 7 and 8 from line 6a.
Subtract
A nalys1s
1,991,823
18,878,212
of line 9
From 2004.
1,297,997
From 2005.
2,267,221
From 2006.
4,479, 130
From 2007.
3, 779,603
From 2008.
7,054,261
Form
990-PF
(2008)
If the foundation
has received a ruling or determ1nat1on

letter that 1t 1s a private
and the ruling 1s effective
for 2008, enter the date of the ruling.
foundation,
b Check
2a
box to 1nd1cate whether
the organ1zat1on
Enter the lesser of the adJusted net

income from Pa rt I or the m1n1mum
1nves tme nt return from Pa rt X for each
year listed.
operating
...-~------------------
foundation
described
85%
Qua l1fy Ing d 1stribut1ons from Pa rt XI I,

line 4 for each year listed.
Amounts included in line 2c not used directly

for active conduct of exempt act1v1t1es.
Q ual1fy1ng d1stribut1ons
made directly
for active conduct of exempt act1v1t1es
line 2d from line 2c
Subtract
In section
4942(J)(3)
or
P ri or 3 ye a rs
(a) 2008
ofl1ne
IS a private
uest1on 9
operating
Tax year
(b) 2007
4942(J)(5)
(e) Total
(c) 2006
(d) 2005
2a.
Complete
3a, b, or c for the
alternative
test relied upon
"Assets"
alternative
test-enter
(1)
Value
(2)
Value of assets qual1fy1ng

under section 4942(J)(3)(B)(1)
of all assets
144, 918,458
"Endowment"
alternative
testenter
of m1n1mum investment
return shown
Part X, line 6 for each year listed.
"Support"
alternative
189,275, 926
114,099,226
76,012,934
524,306,544
2/3
1n
test-enter
(1)
Total support other than gross

investment
income (interest,
d1v1dends, rents, payments
on securities
loans (section
512(a)(5)),
or royalties).
(2)
Support from
and 5 or more
organ1zat1ons
section 4942
(3)
Largest amount
from an exempt
(4)
Gross
I :r.Tili
'.t'
1
see the instructions and Part VII-A
Foundations
Part XIV
la
general public
exempt
as provided 1n
(J)(3 )(8)(111).
of support
organ1zat1on
investment
income
Supplementary
Information
(Complete
assets at any time during the year-see
this part only if the organization

the instructions.)
Regarding Foundation Managers:

of the foundation
who have contributed
more than 2% of the total
before the close of any tax year (but only 1f they have contributed
more than $5,000)
had $5,000
or more in
Information
a List any managers
CHARLES
G KOCH
b List any managers

ownership
contributions
received
by the foundation
(See section 507 (d)(2))
of the foundation
of a partnership
or other
who own 10% or more of the stock of a corporation

(or an equally
entity) ofwh1ch the foundation
has a 10% or greater interest
large portion
of the
NONE
Information
Regarding
Contribution,
Grant, Gift, Loan, Scholarship,
etc., Programs:
Check here ...

1fthe organ1zat1on only makes contributions
to preselected
charitable
organ1zat1ons and does not accept
to 1nd1v1duals or organ1zat1ons
unsol1c1ted requests for funds If the organ1zat1on makes gifts, grants, etc (see the 1nstruct1ons)
under other cond1t1ons, complete
items 2a, b, c, and d
a The name, address,

See Add1t1onal
c Any subm1ss1on
See Add1t1onal
d Any restrictions
number
of the person
to whom appl1cat1ons
should
be addressed
Data Table
b The form 1n which

See Add1t1onal
and telephone
appl1cat1ons
should
be submitted
and 1nformat1on
and materials
they
should
include
Data Table
deadlines
Data Table
or l1m1tat1ons on awards,
such
as by geographical
areas,
charitable
fields,
kinds
of 1nst1tut1ons,
or other
facto rs
See Add1t1onal
Data Table
Form
990-PF
(2008)
Form 990-PF
(2008)
Page
ffii:W Supplementary
3 Grants
Information
(continued)
and Contributions
Paid During the Year or Approved
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
a
Paid dunng
(home
or business)
Purpose of grant
contribution
or
A mount
Data Table
......3a
Total.
for future
See Add1t1onal
Total.
Foundation
stat us of
rec1p1ent
Payment
the year
See Add1t1onal
b Approved
show any relat1onsh1p to

any foundation
manager
or substantial
contributor
for Future
11
7,931,403
payment
Data Table
......3b
757,901
Form
990-PF
(2008)
Part XVI-A
Enter
gross
Analysis
am ounts
1 Program
ser vice
of Income-Producing
unless
otherwise
1nd1cated
Activities
Unrelated
(a)
Business
revenue
business
income
(b)
code
(c)
A mount
(e)
Related or exempt
function
income
(See the
1nstruct1ons)
Excluded by section 512, 513, or 514
Exclusion
code
(d)
A mount
a
b
c
d
e
f
g Fees and contracts
2 Members
from government
agencies
h1p dues and assessments.
3 Interest on savings and temporary cash investments

4 D1v1dends a nd interest from securities.
5 Net rental I ncome or (loss) from real estate
14
2, 190, 196
14
544, 179
a Debt-f1na need property.

bNotdebt-
f1na nc ed property.
Net renta I income or (loss) from personal property
7 Other1nves
tment
9 Net income
10 Gross
18
or (loss)
from special
b ___
c ___
d ___
e ___
12 Subtotal
events
(loss) from sales of inventory.

PARTNERSHIPSHARE OF
ue aINCOME
A dd columns
Part XVI-B
..
34,109
5,869,171
(b), (d), and (e).
Total. Add line 12, columns (b), (d), and (e).

(See worksheet
1n line 13 1nstruct1ons
to verify
Line No.
3, 100,687
prof1 tor
11 Otherreven
13
income.
Gain or ( loss) from sales of assets other than inventory
Relationshi
of Activities
. 13 __________
5~,8_6_9~,1_7_1
calculations)
to the Aecom
Explain below how each act1v1ty for which income

the accomplishment
of the organ1zat1on's
exempt
the 1nstruct1ons
)
lishment
of Exem
1s reported
1n column
purposes
(other than
t Pur oses
(e) of Part XVI-A

contributed
importantly
to
by prov1d1ng funds for such purposes)
(See
Form
990-PF
(2008)
Form 990-PF
(2008)
l:hii!WI
1
13
Page
Information
Regarding Transfers To and Transactions
Noncharitable
Exempt Organizations
and Relationships
With
Did the organization directly or indirectly engage in any of the following with any other organ1zat1ondescribed in section
Yes
No
SOl(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers
from the reporting
organ1zat1on
to a noncharitable
exempt
organ1zat1on
of
(1)
Cash.
1a(1)
No
(2)
0 ther assets.
1a(2)
No
b Other
transactions
1b(1)
No
1b(2)
No
1b(3)
No
1b(4)
No
lb(S)
No
1b(6)
No
le
No
(1)
Sales
(2)
Purchases
(3)
Rental
(4)
Reimbursement
(5)
Loans
of assets
offac1l1t1es,
exempt
from a noncharitable
equipment,
or other
organ1zat1on.
exempt
organ1zat1on.
assets.
arrangements.
or loan guarantees.
(6) Performance
c Sharing
to a noncharitable
of assets
of services
offac1l1t1es,
or membership
equipment,
or fundra1s1ng
ma1l1ng lists,
other
sol1c1tat1ons.
assets,
or paid employees.
d If the answer to any of the above 1s "Yes," complete the following schedule
Column (b) should always show the fair market
given by the reporting
organ1zat1on
If the foundation
received
less than fair
value of the goods, other assets, or services
market value 1n any transaction
or sharing arrangement,
show 1n column (d) the value of the goods, other assets, or services
received
(a) Line No
(b) Amount involved
2a Is the foundation
described
b If"Yes,"
d 1rectly
1n section
complete
(c) Name of nonchantable exempt organ1zat1on
or ind I rectly
501(c)
aff1l 1ated with, or re lated to, one or more tax-exempt
of the Code (other
the following
(d) Description of transfers, transactions, and sharing arrangements
than section
501(c)(3))
or 1n section
orga n1zat1ons
(a) Name of organization
(b) Type of organization
i 2009-11-16
******
Signature
of officer
or trustee
Date
::r.:,
v.i
schedules
and statements,
and to
(other than taxpayer
or f1duc1ary) 1s
******
Title
Date
-:l)
:::c
c
ii)
'":..-
>,
-fC
.::.:,i::o
i::f:::.
t ,t,
o.:i
,j)
Pre pa re r's
Signature
Yes
(c) Description of relat1onsh1p
this return, 1nclud1ng accompanying

Under penalties
of perJury, I declare that I have examined
the best of my knowledge
and belief, 1t 1s true, correct,
and complete
Declaration
of preparer
based on all 1nformat1on ofwh1ch preparer has any knowledge
.I
5277.
schedule
Check
AMANDA
Firm's name (or yours ~

1f self-employed),
address, and ZIP code
employed
A COLEMAN
EI N
BKD LLP
1551
1fself-
N WATERFRONT
WICHITA,
KS
PKWY STE 300
~r
P re pa re r' s S S N or
PTIN
(See Signature 1n
the
1nstruct1ons)
Phone
no
(316)
265-2811
672066601
Form
990-PF
(2008)
lefile
I As
Filed Data -
Departrrent of the Treasury

Internal RevenueSer1,1ce
DLN:934913200061391
Schedule of Contributors
OMB No 1545-0047
,... Attach to Form 990, 990-EZ, and 990-PF.

,... See separate instructions.
2008
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Name of organization
Employer
CHARLES G KOCH CHARITABLE FOUNDATION
Organization
identification
number
I48-0918408
type (check one)
Filers of:
Form 990 or 990-EZ
Form990-PF
Section:
r
r
r
501(c)(
4947( a)( 1) nonexempt charitable trust not treated as a private foundation

527 political organ1zat1on
P" 501(c)(3)
r
r
) ( enter number) organ1zat1on
exempt private foundation
4947( a)( 1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check 1f your organ1zat1on1scovered by the General Ru le or a Special Ru le. ( Note. Only a section 501 (c)(l), (8), or (10)
orgamzat1on can check boxes for both the General Rule and a Special Rule See 1nstruct1ons )
General Rule-
P" For organ1zat1onsfiling Form 990, 990-EZ, or 990-PF that
received, during the year, $5,000 or more ( 1nmoney or

property) from any one contributor Complete Parts I and II
Special Rules-
For a section 501 ( c )(3) organ1zat1onfiling Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations
under sections 509( a)( 1 )/170( b )( 1 )(A)(v1), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part VIII, line 1h or 2% of the amount on Form 990-EZ, line
1 Complete Parts I and II
For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
sc1ent1f1c,literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and
Ill
For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or Form 990-EZ, that received from any one contributor,
during the year, some contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did
not aggregate to more than $1,000 ( If this box 1schecked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organ1zat1onbecause 1treceived nonexclus1vely religious, charitable, etc , contributions of $5,000 or more
during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . ,... $
Caution. Organ1zat1onsthat are not covered by the General Rule and/or the Special Rules do not file Schedule B ( Form 990,
990-EZ, or 990-PF), but they must answer" No" on Part IV, line 2 of their Form 990, or check the box 1nthe heading of their
Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B ( Form 990,
990-EZ, or 990-PF)
For Paperwork Reduction Pct Notice, see the Instructions
for Form 990 These instructions
will be issued separately
Cat
No 30613X
Schedule
B (Form 990, 990-EZ, or 990-PF) (2008)
Schedule B (Form 990, 990-EZ, or 990-PF) (2008)
Page _1_ of _1_ of Part I
Employer
identification
number

48-0918408
@ii
Contributors
( see Instructions)
(a)
No.
(b)
Name, address, and ZIP+ 4
Aggregate
(c)
contributions
-- 1
CHARLES
4111
G KOCH
E 37TH
WICHITA,
KS
STREET
98,663
(b)
Aggregate
(c)
contributions
-- 2
KOCH
4111
INDUSTRIES
E 37TH
WICHITA,
(a)
No.
KS
INC
STREET
Person
Payroll
Noncash
r
r
(Complete Part II 1f there 1s

a noncash contribution )
67220
(a)
No.
(d)
Type of contribution
988, 142
Person
Payroll
Noncash
r
r

67220
(b)
(d)
Aggregate
(c)
contributions
--
(d)
Person
Payroll
Noncash
r
r
r

(a)
No.
(b)
Aggregate
(c)
contributions
--
(d)
Person
Payroll
Noncash
r
r
r

(a)
No.
(b)
Aggregate
(c)
contributions
--
(d)
Person
Payroll
Noncash
r
r
r

(a)
No.
(b)
Aggregate
(c)
contributions
--
(d)
Person
Payroll
Noncash
r
r
r

Schedule
B (Form 990, 990-EZ, or 990-PF) (2008)
Page _1_
Employer
of Part II
of _1_
identification
number
48-0918408
@iii
Noncas h Property
(a) No.
from
Part I
--
( see Instructions)
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(d)
Date received
(see instructions)
(a) No.
from
Part I
LEASEHOLD
SPACE
IMPROVEMENTS
FOR ARLINGTON,
VIRGINIA
OFFICE
Description
(b)
of noncash
property
988, 142
(c)
FMV (or estimate)
given
(see instructions)
2008-12-19
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) No.
from
Part I
Description
(b)
of noncash
property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
Schedule
B (Form 990, 990-EZ, or 990-PF) (2008)
Page _1_
Employer
identification
of _1_
of Part Ill
number
48-0918408
Exclusively religious, charitable, etc., individual contributions

to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the follow 1ngline entry )
For organ1zat1onscompleting Part Ill, enter the total of exc/us,vely religious, charitable, etc ,
contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons ) ..,_$
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
(a) No.
from
Part I
name, address,
and ZIP 4
(b)
Purpose of gift
Relationship
(c)
Use of gift
of transferor
to transferee
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
(a) No.
from
Part I
name, address,
and ZIP 4
(b)
Purpose of gift
Relationship
(c)
Use of gift
of transferor
to transferee
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
(a) No.
from
Part I
name, address,
and ZIP 4
(b)
Purpose of gift
Relationship
(c)
Use of gift
of transferor
to transferee
Description
(d)
of how gift is held
-(e)
Transfer of gift
Transferee's
name, address,
and ZIP 4
Relationship
of transferor
Schedule
to transferee
B (Form 990, 990-EZ, or 990-PF) (2008)
Additional Data
Software ID:
Software Version:
EIN:
Name:
Form 990PF
Part IV - Capital
08000068
08-8.1
48-0918408
(a) List and describe the k1nd(s) of property sold (e g, real estate,
2-story
brick warehouse,
or common stock, 200 shs M LC Co)
Income
(b) How
ac q u1red
P-P urc hase
D-Donat1on
ZAZOVE
ASSOCIATES,
LLC (ST)
ZAZOVE
ASSOCIATES,
LLC (LT)
EATON
VANCE
MORGAN
ARDEN
OPPORTUNITIES
STANLEY
ENDOWMENT
EXCELSIOR
VICTORY
LOAN
ABSOLUTE
CAPITAL-
ADVISERS
RETURN
ABSOLUTE
FUND
RETURN
CREDIT
- Lines a - d
(c) Date
ac q u1red
(mo, day, yr)
(d) Date sold

(mo, day, yr)
Form 990PF
(e) Gross
Part IV - Capital
sales

(f)
price
Deprec1at1on allowed
(or allowable)
Income
- Lines e - h
(h) Gain or (loss)
(e) plus (f) minus (g)
(g) Cost or other basis

plus expense of sale
1,399,27
2,213,139
2,234,682
-21,543
2,682,698
-184,126
24,661,969
23,558,204
1,103,765
6,789,600
5,000,000
1,789,600
1,556,634
1,320,870
235,764
2,498,57
410,054
-232,827
1,166,446
410,054
Form 990PF
Complete
Part IV - Capital
only for assets
(i) F M V as of 12/31/69
showing

gain 1n column
(h) and owned by the foundation
(j) AdJusted basis

as of12/31/69
Income
on 12/31/69
(k) Excess of col (1)

over col (J), 1f any
- Lines i - I
(I) Gains (Col (h) gain minus
col (k), but not less than -0-) or
Losses (from col (h))
-232,827
-21,543
-184,126
1,103,765
1,789,600
235,764
410,054
Form 990PF PartVIII

compensation
Line 1 - List all officers,
directors,
(b) Title,
and average
hours per week
devoted to pos1t1on
trustees,
foundation
managers
and their
(d) Contributions
to
employee benefit
plans
and deferred
compensation
(c) Compensation
(If not paid, enter
-0-)

other allowances
CHARLESCHASEKOCH
PO BOX 2256
WICHITA,
KS 672012256
DIRECTOR
1 0
DIRECTOR
1 0
DIRECTOR
1 0
DIRECTOR/
CHAIRMAN
1 0
TREASURER
1 0
ASSISTANT
SECRETARY
1 0
SECRETARY
THROUGH
9-7-08
1 0
SECRETARY
8-08
1 0
ELIZABETHROBINSONKOCH
PO BOX 2256
WICHITA,
KS 672012256
ELIZABETHB KOCH
PO BOX 2256
WICHITA,
KS 672012256
CHARLESG KOCH
PO BOX 2256
WICHITA,
KS 672012256
VONDAHOLLIMAN
PO BOX 2256
WICHITA,
KS 672012256
JOY RAUM
1515 N COURTHOUSE
RD SUITE
200
ARLINGTON,VA
22201
LOGANMOORE
1515 N COURTHOUSE
RD SUITE
200
ARLINGTON,VA
22201
BRIAN MENKES
1515 N COURTHOUSE
RD SUITE
200
ARLINGTON,VA
22201
FROM 9-
KEVIN L GENTRY
600 14TH STREET
WASHINGTON,DC
NW SUITE
20005
800
VICE
1 0
PRESIDENT
RICHARD H FINK
1515 N COURTHOUSE
RD SUITE
200
ARLINGTON,VA
22201
PRESIDENT/DIRECTOR
10 0
Form 990PF
Programs:
Part XV Line 2a - 2d - Information

GRANT
and telephone
number
of the person
Regarding
Contribution,
should
Grant, Gift, Loan, Scholarship,
etc.,
be addressed
ADMINISTRATOR
b The form 1n which appl1cat1ons
should
be submitted
and 1nformat1on and materials
they should
include
ORGANIZATIONS
SEEKING GRANTS FROM THE FOUNDATION
AND WHICH MEET THE CRITERIA
LISTED IN STATEMENT
18
SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING
THEIR REQUEST
THE LETTER SHOULD
CLEARLY AND SUCCINCTLY
STATE
1 PROSPECTIVE
GRANTEE'S
MISSION
AND GOALS, 2 SPECIFIC
PROJECT FOR WHICH
SUPPORT IS BEING SOUGHT,
3 AMOUNT
OF FUNDING REQUESTED,
4 NAME, TITLE, ADDRESS, TELEPHONE
NUMBER, AND
EMAIL ADDRESS OF THE PRIMARY CONTACT
PERSON, AND, 5 CURRENT ANNUAL
BUDGET OR AUDITED
FINANCIAL
STATEMENTS
IF APPLICABLE,
PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING,
IN-KIND
CONTRIBUTIONS)
SECURED FOR THE PROJECT
BECAUSE THE FOUNDATION
ONLY SUPPORTS SECTION
501(C)(3)
PUBLIC
CHARITIES,
IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION
FROM THE IRS THAT YOUR ORGANIZATION
IS EXEMPT
FROM FEDERAL INCOME TAX AS A SECTION
501(C)(3)0RGANIZATION
AND IS CLASSIFIED
AS A PUBLIC CHARITY
UNDER
SECTION
509(A) OF THE INTERNAL
REVENUE CODE THE FOUNDATION
KINDLY REQUEST THAT NO MATERIALS
BE
c Any subm1ss1on
deadlines
NONE
d Any restrictions
facto rs
such as by geographical
areas,
charitable
fields,
kinds of 1nst1tut1ons,
or other
THE FOUNDATION
PRIMARILY
SUPPORTS RESEARCH AND EDUCATION
PROGRAMS THAT ANALYZE THE IMPACT
OF FREE
SOCIETIES,
IN PARTICULAR
HOW THEY ADVANCE
THE WELL-BEING
OF MANKIND
BUILDING
ON THIS KNOWLEDGE,
THE
CHARLES G KOCH CHARITABLE
FOUNDATION
FOSTERS THE PARTNERSHIP
OF SCIENTISTS
AND PRACTITIONERS
IN
ORDER TO INTEGRATE
THEORY AND PRACTICE
BY DOING SO, THE FOUNDATION
STRIVES TO DEVELOP MARKET-BASED
TOOLS THAT ENABLE INDIVIDUALS,
INSTITUTIONS
AND SOCIETIES
TO STRIVE AND PROSPER THE CHARLES G KOCH
CHARITABLE
FOUNDATION
FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES
IT IS BEST POSITIONED
TO SUPPORT POSITIVE
SOCIAL CHANGE
THE FOUNDATION
ENCOURAGES
ORGANIZATIONS
SEEKING SUPPORT TO FIRST
FAMILIARIZE
THEMSELVES
WITH THOSE DOMAINS
BY EXAMINING
THE FOUNDATION'S
AREAS OF INTEREST
IN
ADDITION,
THE FOUNDATION
PLACES SEVERAL LIMITATIONS
ON THE REQUESTS IT CONSIDERS
1 THE FOUNDATION
PRIMARILY
MAKES GRANTS TO SECTION
501(C)(3)
PUBLIC CHARITIES
THE CHARLES G KOCH CHARITABLE
FOUNDATION
DOES
and telephone
number
of the person
should
be addressed

FDN
1515 N COURTHOUSE
ROAD SUITE 200
ARLINGTON,VA
22201
(703) 87 5-1600
b The form 1n which appl1cat1ons
should
be submitted
and 1nformat1on and materials
they should
include
ORGANIZATIONS
SEEKING GRANTS FROM THE FOUNDATION
AND WHICH MEET THE CRITERIA
LISTED IN STATEMENT
18
SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING
THEIR REQUEST
THE LETTER SHOULD
CLEARLY AND SUCCINCTLY
STATE
1 PROSPECTIVE
GRANTEE'S
MISSION
AND GOALS, 2 SPECIFIC
PROJECT FOR WHICH
SUPPORT IS BEING SOUGHT,
3 AMOUNT
OF FUNDING REQUESTED,
4 NAME, TITLE, ADDRESS, TELEPHONE
NUMBER, AND
EMAIL ADDRESS OF THE PRIMARY CONTACT
PERSON, AND, 5 CURRENT ANNUAL
BUDGET OR AUDITED
FINANCIAL
STATEMENTS
IF APPLICABLE,
PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING,
IN-KIND
CONTRIBUTIONS)
SECURED FOR THE PROJECT
BECAUSE THE FOUNDATION
ONLY SUPPORTS SECTION
501(C)(3)
PUBLIC
CHARITIES,
IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION
FROM THE IRS THAT YOUR ORGANIZATION
IS EXEMPT
FROM FEDERAL INCOME TAX AS A SECTION
501(C)(3)0RGANIZATION
AND IS CLASSIFIED
AS A PUBLIC CHARITY
UNDER
SECTION
509(A) OF THE INTERNAL
REVENUE CODE THE FOUNDATION
KINDLY REQUEST THAT NO MATERIALS
BE
c Any subm1ss1on
deadlines
NONE
d Any restrictions
facto rs
such as by geographical
areas,
charitable
fields,
kinds of 1nst1tut1ons,
or other
THE FOUNDATION
PRIMARILY
SUPPORTS RESEARCH AND EDUCATION
PROGRAMS THAT ANALYZE THE IMPACT
OF FREE
SOCIETIES,
IN PARTICULAR
HOW THEY ADVANCE
THE WELL-BEING
OF MANKIND
BUILDING
ON THIS KNOWLEDGE,
THE
FOUNDATION
FOSTERS THE PARTNERSHIP
OF SCIENTISTS
AND PRACTITIONERS
IN
ORDER TO INTEGRATE
THEORY AND PRACTICE
BY DOING SO, THE FOUNDATION
STRIVES TO DEVELOP MARKET-BASED
TOOLS THAT ENABLE INDIVIDUALS,
INSTITUTIONS
AND SOCIETIES
TO STRIVE AND PROSPER THE CHARLES G KOCH
CHARITABLE
FOUNDATION
FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED
TO SUPPORT POSITIVE
SOCIAL CHANGE
THE FOUNDATION
ENCOURAGES
ORGANIZATIONS
SEEKING SUPPORT TO FIRST
FAMILIARIZE
THEMSELVES
WITH THOSE DOMAINS
BY EXAMINING
THE FOUNDATION'S
AREAS OF INTEREST
IN
ADDITION,
THE FOUNDATION
PLACES SEVERAL LIMITATIONS
ON THE REQUESTS IT CONSIDERS
1 THE FOUNDATION
PRIMARILY
MAKES GRANTS TO SECTION
501(C)(3)
PUBLIC CHARITIES
THE CHARLES G KOCH CHARITABLE
FOUNDATION
DOES
Form 990PF
Part XV Line 3a - Grants

Rec1p1ent
Name and address

a
Paid dunng
(home or business)
and Contributions
any foundation
manager
or substantial
contributor
Paid During the Year

Foundation
stat us of
rec1p1ent
Purpose of grant or
contribution
A mount
the year
APPALACHIAN
STATE
219 COLLEGE STREET
BOONE,NC
28608
NONE
PUBLIC
EDUCATION
PROGRAMS
17 ,000
ASSOCIATION
OF PRIVATE
ENTERPRISE
IN EDUCATION
USA
G RA N D RA P IDS, M I 49501
NONE
PUBLIC
EDUCATION
PROGRAMS
18,500
ATLAS ECONOMIC
RESEARCH
FOUNDATION
2000 NOTH 14TH STREET SUITE
550
ARLINGTON,VA
22201
NONE
PUBLIC
EDUCATION
PROGRAMS
35 ,000
AUBURN UNIVERSITY
661 ROOSEVELT
DR
AUBURN,AL
36832
NONE
PUBLIC
EDUCATION
PROGRAMS
300,000
BELOIT COLLEGE
700 COLLEGE ST
BELO IT, WI 53511
NONE
PUBLIC
EDUCATION
PROGRAMS
31,000
BERRY COLLEGE
22 77 MARTHA BERRY HWY NW
MOUNT BERRY,GA
30149
NONE
PUBLIC
EDUCATION
PROGRAMS
10 ,800
BILLO FRIGHTS
INSTITUTE
200 N GLEBE RD 200
ARLINGTON,VA
22203
NONE
PUBLIC
EDUCATION
PROGRAM
300,000
BROWN UNIVERSITY
115 WATERMAN
STREET
PROVIDENCE,
RI 02912
NONE
PUBLIC
EDUCATION
PROGRAMS
136,050
BUCKEYE INSTITUTE
FOR PUBLIC
POLICY
88EBROADST
COLUMBUS,OH
43215
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
CATO INSTITUTE
1000 MASSACHUSETTS
AVE
WASHINGTON,DC
20001
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
CASE WESTERN RESERVE

UNIVERSITY
11118
BELLFLOWER
RD
CLEVELAND,OH
44106
NONE
PUBLIC
EDUCATION
PRO GA MS
AND
CLEMSON
UNIVERSITY
51 N CHERRY ST
CLEMSON,SC
29634
NONE
PUBLIC
EDUCATION
PROGAMS
COLLEGE OF CHARLESTON
FOUNDATION
66 GEORGE STREET
CHARLESTON,SC
29424
NONE
PUBLIC
EDUCATION
PROGRAMS
COMMONWEALTH
225 STATE ST
HARRISBURG,
PA
NONE
PUBLIC
GENERAL
SUPPORT
NONE
PUBLIC
EDUCATION
NW
FOUNDATION
17101
CRITICAL
REVIEW FOUNDATION
INC
9639 REQUA RD
HELOTES, TX 78023
Total.
RESEARCH
12 ,613
10 ,000
25 ,000
130,116
19,745
OPERATING
9,371
PROGRAMS
......3a
8,500
7,931,403
Form 990PF

Rec1p1ent
Name and address

a
Paid dunng
(home or business)
and Contributions
any foundation
manager
or substantial
contributor

Foundation
stat us of
rec1p1ent
Purpose of grant or
contribution
A mount
the year
DARTMOUTH
UNIVERSITY
1 RO PE FERRY RD
HANOVER,NH
03755
NONE
PUBLIC
EDUCATION
PROGRAMS
22,000
DUQUESNE
UNIVERSITY
1801 BLVD OF THE ALLIES
PITTSBURG,
PA 15219
NONE
PUBLIC
EDUCATION
PROGRAMS
18,000
THE FEDERALIST
SOCIETY
1015 18TH ST NW
WASHINGTON,DC
20036
NONE
PUBLIC
STUDENT LEADERSHIP
PROGRAM
7 5 ,000
FLORIDA GULF COAST UNIVERSITY

10501 FGCU BLVD S
FORT MYERS,FL
33965
NONE
PUBLIC
EDUCATION
16 ,000
FOUNDATION
FOR INDIVIDUAL
RIGHTS
601 WALNUT STREET SUITE 510
PHILADELPHIA,PA
19106
NONE
PUBLIC
GENERAL
SUPPORT
FRASER INSTITUTE
301-815
1 ST SW
CALGARY,ALBERTA
CA
NONE
PUBLIC
RESEARCH
FREEDOM FEST
POBOX1213
MARSHILL,NC
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
FUND FOR AMERICAN

STUDIES
1706 NEW HAMPSHIRE
AVE NW
WASHINGTON,DC
20009
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
GEORGE MASON UNIVERSITY

4400 UNIVERSITY
DRIVE
FAIRFAX,VA
22030
NONE
PUBLIC
EDUCATION
GEORGE MASON UNIVERSITY

FOUNDATION
4400 UNIVERSITY
DRIVE
FAIRFAX,VA
22030
NONE
PUBLIC
GENERAL OPERATIONAL
SUPPORT AND EDUCATION
PROGRAMS
GROVE CITY COLLEGE

lOOCAMPUSDR
GROVE CITY,PA
16127
NONE
PUBLIC
EDUCATION
PROGRAMS
46 ,600
NONE
PUBLIC
EDUCATION
PROGRAMS
18,500
NONE
PUBLIC
EDUCATION
PROGRAMS
33,000
NONE
PUBLIC
GENERAL
SUPPORT
NONE
PRIVATE
EDUCATION
28754
HAMPDEN-SYDNEY
POBOX667
HAMPDENSYDNEY,VA
OPERATING
SUPPORT
PROGRAMS
300,000
150,000
5,000
3,000
91,500
2,781,500
COLLEGE
23943
HILLSDALE
COLLEGE
33 EAST COLLEGE ST
HILLSDALE,MI
49242
INSTITUTE
FOR HUMANE
3301 FAIRFAX DR
ARLINGTON,VA
22201
STUDIES
JACK MILLER CENTER

485 EAST HALF DAY ROAD SUITE
200
BUFFALO GROVE,IL
60089
Total.
PROGRAMS
OPERATING
PROGRAMS
......3a
1,169,000
212,000
7,931,403
Form 990PF

Rec1p1ent
Name and address

a
Paid dunng
(home or business)
and Contributions
any foundation
manager
or substantial
contributor

Foundation
stat us of
rec1p1ent
Purpose of grant or
contribution
A mount
the year
JAMES MADISON
INSTITUTE
2017 DELTA BLVD
TALLAHASSEE,FL
32303
NONE
PUBLIC
GENERAL
SUPPORT
JO H N WILLI AM PO PE CENTER
200 WEST MORGAN STREET
RA LEIGH, NC 27601
NONE
PUBLIC
RESEARCH
THE KING'S COLLEGE

350 FIFTH AVE SUITE
NEWYORK,NY
10118
NONE
PUBLIC
EDUCATION
PROGRAMS
12,000
LOYOLA UNIVERSITY
6363 STREET CHARLES AVENUE
NEWORLEANS,LA
70118
NONE
PUBLIC
EDUCATION
PROGRAMS
7 5 ,000
MERCATUS
CENTER
3301 FAIRFAX DRIVE
ARLINGTON,VA
22201
NONE
PUBLIC
EDUCATION
PROGRAMS
MERCER UNIVERSITY
1550 COLLEGE ST
MACON,GA
31207
NONE
PUBLIC
EDUCATION
PROGRAMS
16 ,000
NONE
PUBLIC
EDUCATION
PROGRAMS
17 ,000
MICHIGAN
STATE UNIVERSITY
55 KELLOGG
LANSING,MI
48906
NONE
PUBLIC
EDUCATION
PROGRAMS
15,360
MONTANA
STATE
PO BOX 172230
BOZEMAN,MT
59717
NONE
PUBLIC
EDUCATION
PROGRAMS
24,000
NATIONAL
TAXPAYERS
UNION
FOUNDATION
108 NA LFRED ST
ALEXANDRIA,VA
22314
NONE
PUBLIC
GENERAL
SUPPORT
NEW YORK STATE UNIVERSITY

33 WEST 42ND STREET
NEWYORK,NY
10036
NONE
PUBLIC
EDUCATION
PROGRAMS
26 ,000
NORTHERN
MICHIGAN
UNIVERSITY
1401 PRESQUE ISLE AVE
MARQUETTE,MI
49855
NONE
PUBLIC
EDUCATION
PROGRAMS
1,000
NORTHWESTERN
UNIVERSITY
633 CLARK STREET
EVANSTON,IL
60208
NONE
PUBLIC
EDUCATION
PROGRAMS
PENNSYLVANIA
STATE
UNIVERSITY
2010LDMAIN
UNIVERSITY
PARK,PA
NONE
PUBLIC
EDUCATION
PROGRAMS
18,000
NONE
PUBLIC
EDUCATION
PROGRAMS
15,300
METROPOLITAN
STATE
OF DENVER
1006 W 11TH AVE
DENVER, CO 80213
RHO DES COLLEGE

2000 N PARKWAY
MEMPHIS,TN
38112
Total.
1500
OPERATING
SUPPORT
39 ,462
15 ,000
1,050,000
COLLEGE
OPERATING
5,000
200,000
16802
......3a
7,931,403
Form 990PF

Rec1p1ent
Name and address

a
Paid dunng
(home or business)
and Contributions
any foundation
manager
or substantial
contributor

Foundation
stat us of
rec1p1ent
Purpose of grant or
contribution
A mount
the year
ST CLOUD STATE UNIVERSITY

7204THAVES
ST CLOUD,MN
56301
NONE
PUBLIC
EDUCATION
PROGRAMS
4,000
ST LAWRENCE
UNIVERSITY
23 ROMO DA DR
CANTON,NY
13617
NONE
PUBLIC
EDUCATION
PROGRAMS
4,000
NONE
PUBLIC
EDUCATION
PROGRAMS
97 ,2 36
NONE
PUBLIC
EDUCATION
PROGRAMS
15 ,000
TOWSON
UNIVERSITY
FOUNDATION
8000 YORK ROAD
TOWSON, MD 21252
NONE
PUBLIC
EDUCATION
PROGRAMS
4,650
TRINITY
COLLEGE
300 SUMMIT
STREET
HARTFORT,CT
06067
NONE
PUBLIC
EDUCATION
PROGRAMS
20 ,000
UNIVERSITY
OF ALASKA
FAIRBANKS
3352 COLLEGE RD
FAIRBANKS,AK
99709
NONE
PUBLIC
EDUCATION
PROGRAMS
15,500
UNIVERSITY
OF KANSAS
700 VERMONT
ST
LAWRENCE, KS 66045
NONE
PUBLIC
EDUCATION
PROGRAMS
25 ,000
UNIVERSITY
813 VIRGINIA
COLUMBIA,MO
NONE
PUBLIC
EDUCATION
PROGRAMS
17,500
UNIVERSITY
OF ST THOMAS
3800 MONTROSE
BLVD
HOUSTON,TX
77092
NONE
PUBLIC
EDUCATION
PROGRAMS
30 ,000
UTAH STATE UNIVERSITY

131 OLD MAIN HILL
LOGAN,UT
84322
NONE
PUBLIC
EDUCATION
PROGRAMS
74 ,000
NONE
PUBLIC
EDUCATION
PROGRAMS
15 ,000
UNIVERSITY
OF TEXAS- PAN
AMERICA
1201 W UNIVERSITY
DRIVE
EDINBURG,
TX 78539
NONE
PUBLIC
EDUCATION
PROGRAMS
20 ,600
WEST VIRGINIA
UNIVERSITY
FOUNDATION
I WATERFRONT
PI
MORGANTOWN,WV
26501
NONE
PUBLIC
EDUCATION
PROGRAMS
55 ,000
SUFFOLK UNIVERSITY
700 UNIVERSITY
AVENUE
403
SYRACUSE,
NY 13244
THE TOWER FOUNDATION
JOSE STATE UNIVERSITY
I WASHINGTON
SQUARE
SANJOSE,CA
95112
SUITE
OF SAN
OF MISSOURI
AVE
65211
UTAH STATE UNIVERSITY

INSTITUTE
FOR POLITICAL
131 OLD MAIN HILL
LOGAN,UT
84322
Total.
ECON
.....3a
7,931,403
Form 990PF
Part XV Line 3b - Grants

Rec1p1ent
Name and address
b Approved
(home or business)
for future
and Contributions
any foundation
manager
contributor
or substantial
Approved
Foundation
stat us of
rec1p1ent
for Future
Payment
Purpose of grant or
contribution
A mount
payment
ATLAS ECONOMIC
RESEARCH
FOUNDATION2000
N 14TH STREET
SUITE 550
ARLINGTON,VA
22201
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
BUCKEYE INSTITUTE
FOR PUBLIC
POLICY88
E BROAD ST
COLUMBUS,OH
43215
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
COM MO NWEA LTH FO UN DA TIO N225

STATE STREET SUITE 302
HARRISBURG,
PA 17101
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
JAMES MADISON
DELTA BLVD
TALLAHASSEE,FL
NONE
PUBLIC
GENERAL
SUPPORT
OPERATING
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
600,000
NONE
PUBLIC
EDUCATIONAL
PROGRAMS
100,000
INSTITUTE2017
32303
MERCATUS
CENTER3301
DR
ARLINGTON,VA
22201
FAIRFAX
UTAH STATE UNIVERSITY5305

MAIN HILL
LOGAN,UT
84322
Total.
OLD
.....3b
25 ,000
8,052
14 ,828
10 ,0 21
757,901
lefile
I As Filed
DLN:934913200061391
Data -
TY 2008 Accounting Fees Schedule

Name:
EIN:
Category
ACCOUNTING
48-0918408
Net Investment
Income
Amount
133,420
FEES
INVESTMENT
ACCTG
SERVICES
FEES
TAX PREPARATION
10,755
FEES
3,385
Adjusted Net
Income
Disbursements for
Charitable
Purposes
102,580
10,755
3,385
lefile
I As
Note: To capture
the full content
Filed Data -
of this document,
please
I
select
DLN:93491320006139
landscape
mode (11" x 8.5")
when printing.
TY 2008 Depreciation Schedule

Name:
EIN: 48-0918408
Description
Property
of
Date
Acquired
Cost or Other
Basis
Prior Years'
Depreciation
Computation
Method
Life(#
Current Year's
Depreciation
Expense
Rate/
of years)
Net Investment
Income
OFFICE EQUIPMENT
2006-06-01
1,307
404
SL
261
OFFICE FURNITURE
2006-06-01
3,878
388
SL
15
259
OFFICE FURNITURE
2007-04-30
525
23
SL
15
35
BASE SORTER
2007-06-25
523
52
SL
105
TRAINING PROGRAM
2007-06-30
1,125
113
SL
PANABOARD
2007-07-31
1,452
121
SL
ADVENTURE PROGRAM
2007-08-31
1,490
99
SL
VIDEO EQUIPMENT
2007-09-30
1,069
53
SL
FOLDING TABLE
2007-10-30
583
19
SL
OFFICE DESK
2007-10-31
503
17
SL
101
LATERAL FILE
2007-12-31
620
SL
124
FIBER CABLE
2007-03-15
7,308
2,810
SL
3,372
VOICE DATA CABLES
2007-06-27
921
251
SL
502
MINIBLINDS
2007-07-31
556
132
SL
318
CYLINDER DOOR LOCK
2007-08-16
580
110
SL
331
CARPET
2007-06-27
5,500
1,500
SL
3,001
ARCHITECH SERVICE
2007-07-06
7,279
1,986
SL
3,971
CONSTRUCTION
2007-07-13
41,022
11,190
SL
22,380
DOOR & FRAME
2007-12-19
2,948
SL
2,080
VOICE DATA CABLES
2007-06-04
3,888
1,183
SL
2,028
TABLES
2008-07-11
6,857
SL
686
DESK & CHAIRS
2008-07-25
97,218
SL
10
4,051
DISHWASHER
2008-08-31
751
SL
50
2 REFRIGERATORS
2008-08-31
1,825
SL
122
6 STORAGE CABINETS
2008-09-29
2,092
SL
105
7 BOOKSHELVES
2008-09-29
1, 171
SL
59
3 BENCHES FOR LOBB
2008-10-06
2,942
SL
147
2 ORANGE CHAIRS
2008-10-06
1,772
SL
89
SIGN FOR LOBBY
2008-10-16
1,316
SL
44
2 WOODEN CHAIRS
2008-10-31
878
SL
29
2 TABELS
2008-11-06
742
SL
25
WORKSTATIONS & CHA
2008-11-13
104,350
SL
10
1,739
SIGN FOR FRONT LOB
2008-11-14
1,316
SL
44
WORKSTATION NAME T
2008-11-14
2,108
SL
70
3 LATERAL FILING C
2008-11-21
1,627
SL
27
3 TABLES
2008-03-31
859
SL
129
CAMERA FOR KAP
2008-03-31
805
SL
121
VIDEO CONFERENCING
2008-05-15
17,456
SL
2,327
WIRELESS SURVEY EQ
2008-05-31
6,977
SL
814
PORTABLE AUDIO SYS
2008-06-26
4,446
SL
445
VIDEO CONFERENCING
2008-10-01
320, 146
SL
16,007
VIDEO CONF EQUIPME
2008-11-01
10,094
SL
336
7 FOLDING CHAIRS
2008-06-17
1,094
SLA
10
55
22 TABLES FOR KAP
2008-07-25
5,231
SL
10
218
59 AUDITORIUM CHAI
2008-10-10
10,636
SL
532
AUDITORIUM TABLES
2008-10-20
16,021
SL
15
178
32 CLASSROOM CHAIR
2008-11-02
3,068
SL
15
34
SEMINAR TABLES
2008-11-21
3,270
SL
15
18
PERMIT FEES SPACE
2008-05-09
12,510
SL
1,668
RENOVATION OFFICE
2008-12-13
988, 142
SL
16,469
UNIMPROVED LAND
1988-05-13
3,377,694
290
214
Adjusted Net
Income
Cost of Goods
Sold Not
Included
lefile
GRAPHIC print
Note: To capture
- DO NOT PROCESS
the full
content
TY 2008 Expenditure
I As
Filed
of this document,
Responsibility
Name:
Data -
please
select
DLN:93491320006139
landscape
mode
(11"
x 8.5")
when
printing.
Statement
EIN: 48-0918408
Grantee's
Name
JACK MILLER
CENTER
Grantee's
Address
485 HALF DAY
ROAD SUITE
200
BUFFALO
GROVE, IL
60089
Grant Date
2008-12-22
Grant
Amount
212,000
Grant Purpose
SUPPORT FOR TWO SUMMER

INSTITUTE PROGRAMS RUN BY
THE JACK MILLER CENTER
Amount
Expended By
Grantee
Any Diversion
By Grantee?
NO
Dates of
Reports By
Grantee
5/ 5/09
INTERIM
REPORT 2008
Date of
Verification
Results
of Verification
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR

RELIABILITY OF THE REPORT FROM THE GRANTEE,
THEREFORE, NO INDEPENDENT VERIFICATION OF THE
REPORTS WERE MADE
lefile
I As Filed
DLN:934913200061391
Data -
TY 2008 General Explanation Attachment

Name:
EIN: 48-0918408
Identifier
SUMMARY OF
DIRECT
CHARITABLE
ACTIVITIES
Return
Reference
Explanation
KOCH ASSOCIATES PROGRAM During 2008 the Charles G Koch Charitable Foundation sponsored 1 47
1nd1v1dualswho part1c1pated 1nthe Koch Associate Program 32 Washington, DC area charitable organ1zat1ons
and 7 charitable organ1zat1ons outside of Washington, DC were partners 1nthe program The Koch Associate
Program was established to 1dent1fyup-and-coming leaders and entrepreneurs interested 1nliberty and help
them develop the know ledge, sk1l ls, and experience necessary for careers 1nthe nonprofit sector, 1nclud1ng
FORM 990careers w 1thmarket-oriented think tanks, policy 1nst1tutes,and other educational 1nst1tut1onsFor more
PF, PART IX- 1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at www cgkfoundat1on org KOCH
INTERNSHIPPROGRAM During 2008 the Charles G Koch Charitable Foundation sponsored 47 1nd1v1dualswho
A
part1c1pated 1nthe Koch Internship Program The Charles G Koch Charitable Foundation Internship Program
was established to develop the next generation of I 1berty-minded leaders, educators, and entrepreneurs Over
the course of the program, Inter ns engage 1nresearch and educational act1v1t1esw h1lelearning and applying
Market-Based Management For more 1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at
www cgkfoundat1on org
lefile
GRAPHIC
print
- DO NOT PROCESS
TY 2008 Investments
I As
Filed
DLN:934913200061391
Data -
- Land Schedule
Name:
EIN: 48-0918408
Category/
UNIMPROVED LAND
Item
Cost/Other
Basis
3,377,694
Accumulated
Depreciation
Book Value
3,377,694
End of Year Fair

Market Value
lefile
TY 2008 Investments
I As Filed
DLN:934913200061391
Data -
- Other Schedule
Name:
EIN: 48-0918408
Category/
Item
Listed at Cost or
FMV
Book Value
End of Year Fair

Market Value
ZAZOVE ASSOC CONVERTIBLE BONDS
FMV
6,115,765
4,834,538
MESIROW ABSOLUTE RETURN FUND
FMV
10,193,867
10,082,491
EXCELSIOR ABSOLUTE FUND
FMV
3,679,130
3,665,372
TCW SR SEC FLOAT RATE LOAN FD
FMV
5,000,000
4,171,045
THIRTEEN PARTNERS, LTD SHARES
FMV
5,000,000
4,919,535
HIGHLAND COMMINGLED LOAN FUND
FMV
10,000,000
6,683,193
MELLON CF GLOBAL ALPHA I
FMV
34,143,095
20,920,407
EATON VANCE LOAN OP FUND
FMV
20,517,302
9,612,285
ABSOLUTE RETURN CREDIT PORTFOL
FMV
20,396,824
20,417,577
lefile
I As Filed
DLN:934913200061391
Data -
TY 2008 Land, Etc. Schedule

Name:
EIN: 48-0918408
Category / Item
Cost/ Other
Basis
Accumulated
Depreciation
Book Value
OFFICE EQUIPMENT
1,307
665
642
OFFICE FURNITURE
3,878
647
3,231
OFFICE FURNITURE
525
58
467
BASE SORTER
523
157
366
1,452
411
1,041
1,069
267
802
OFFICE DESK
503
118
385
LATERAL FILE
620
124
496
FIBER CABLE
7,308
6,182
1,126
VOICE DATA CABLES
921
753
168
MINIBLINDS
556
450
106
CYLINDER DOOR LOCK
580
441
139
CARPET
5,500
4,501
999
ARCHITECH. SERVICE
7,279
5,957
1,322
CONSTRUCTION
41,022
33,570
7,452
DOOR & FRAME
2,948
2,080
868
VOICE DATA CABLES
3,888
3,211
677
TABLES
6,857
686
6,171
97,218
4,051
93,167
TRAINING PROGRAM
PANABOARD
ADVENTURE PROGRAM
VIDEO EQUIPMENT
FOLDING TABLE
DESK & CHAIRS
751
50
701
2 REFRIGERATORS
1,825
122
1,703
6 STORAGE CABINETS
2,092
105
1,987
7 BOOKSHELVES
1,171
59
1,112
3 BENCHES FOR LOBB3
2,942
147
2,795
2 ORANGE CHAIRS
1,772
89
1,683
SIGN FOR LOBBY
1,316
44
1,272
878
29
849
DISHWASHER
2 WOODEN CHAIRS
End of Year Fair

Market Value
Category / Item
2 TABELS
Cost/ Other
Basis
Accumulated
Depreciation
Book Value
742
25
717
104,350
1,739
102,611
SIGN FOR FRONT LOB
1,316
44
1,272
WORKSTATION NAME T
2,108
70
2,038
3 LATERAL FILING C
1,627
27
1,600
3 TABLES
859
129
730
CAMERA FOR KAP
805
121
684
VIDEO CONFERENCING
17,456
2,327
15,129
WIRELESS SURVEY EQ
6,977
814
6,163
PORTABLE AUDIO SYS
4,446
445
4,001
320,146
16,007
304,139
10,094
336
9,758
7 FOLDING CHAIRS
1,094
55
1,039
22 TABLES FOR KAP
5,231
218
5,013
59 AUDITORIUM CHAI
10,636
532
10,104
AUDITORIUM TABLES
16,021
178
15,843
32 CLASSROOM CHAIR
3,068
34
3,034
SEMINAR TABLES
3,270
18
3,252
12,510
1,668
10,842
988,142
16,469
971,673
WORKSTATIONS & CHA
VIDEO CONFERENCINGH
VIDEO CONF EQUIPME
PERMIT FEES SPACE

RENOVATION OFFICE
End of Year Fair

Market Value
lefile
I As Filed
DLN:934913200061391
Data -
TY 2008 Other Expenses Schedule

Name:
EIN: 48-0918408
Revenue and Expenses
per Books
Description
Net Investment
Income
Adjusted
Net Income
Disbursements for
Charitable Purposes
IN SU RANCE
33,694
33,694
POSTAGE
25,156
25 ,269
& DELIVERY
BANK FEES
3,7 58
3,7 58
SUPPLIES
56,566
56,566
TELEPHONE
32,066
19 ,089
6,760
6,760
53,607
53,607
179,311
1,811
MEMBERSHIP
&DUES
AWARDS/INCENTIVES
WRITEDOWN
OF ASSET
VALUE
lefile
GRAPHIC
print
- DO NOT PROCESS
TY 2008 Other Income
I As
Filed
DLN:934913200061391
Data -
Schedule
Name:
EIN: 48-0918408
Description
PASSIVE
PARTNERSHIP
INCOME
Revenue And
Expenses Per Books
34,109
Net Investment
Income
34,109
Adjusted
Net Income
lefile
I As Filed
DLN:934913200061391
Data -
TY 2008 Other Professional Fees Schedule

Name:
EIN:
Category
PROFESSIONAL
FEES
LAND
MANAGEMENT
MAINTENANCE
WEBSITE
OTHER
A DMIN
FEES
FEES
PROFESSIONAL
RECRUITING
FEES-
FEES
TEMP HELP
CORPORATE
FEES
FILING
ADVERTISING
FEES
ON-LINE
SERVICE
KAP PARTICIPATION
EQUIPMENT/MA
Net Investment
Income
192,053
230,663
FEES
FEES
INT EN AN CE
Adjusted Net
Income
Disbursements for
Charitable
Purposes
191,228
230,663
1,423
1,423
24,544
27,334
115,977
115,977
34,859
34,859
89,372
91,713
&AGENT
FEES
SPEAKER
48-0918408
Amount
CONSULTING
INVESTMENT
FEES
40
40
65 ,323
65 ,323
62,7 50
62,7 50
31,697
31,697
548,423
13,089
478,157
13,089
lefile
GRAPHIC
print
- DO NOT PROCESS
I As
Filed
DLN:934913200061391
Data -
TY 2008 Taxes Schedule

Name:
EIN:
Category
FEDERAL
EXCISE
REAL ESTATE
TAX
TAXES
48-0918408
Net Investment
Income
Amount
Adjusted Net
Income
112,525
95
95
Disbursements
Charitable
Purposes
for

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Use the IRS

B Telephone number (see the instructions)

D 1. Foreign organ1zat1ons,check here

2. Foreign organ1zat1onsmeeting the 85% test,

E If private foundation status was terminated

If the foundation 1sin a 60-month termination

under section 507(b)(l)(B),

(a) Revenue and

(b) Net investment

(c) Adjusted net

Net gain or (loss)

from sale of assets

gain net income

Gross sales price for all assets on line 6a

Gross sales less returns and allowances

Legal fees (attach

1f the foundation 1snot required to attach Sch B

total of amounts m columns (b), (c), and (d) may not

City or town, state, and ZIP code

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

I Fair market value of all assets

Return of Private Foundation

GRAPHIC print - DO NOT PROCESS

(see the 1nstruct1ons).

Total expenses and disbursements.

line 26 from line 12

income (1f negative,

net income (1f negative,

For Privacy Act and Paperwork

Act Notice, see the instructions.

Attached schedules and amounts in the description column

rec e 1va ble ....

Total assets (to be completed

Loans from officers,

SFAS 117, check here

Total net assets or fund balances

(see the 1nstruct1ons)

in Net Assets or Fund Balances

(see the 1nstruct1ons)

and net assets/fund

26 and lines 30 and 31.

SFAS 117, check here

see page 1, item I)

for sale or use

Pre pa 1d ex pens es and deferred

(a), line 30 (must

from Part I, line 27a

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

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

at end of year (line 4 minus

Gains and Losses for Tax on Investment

(a) List and describe

the k1nd(s) of property sold (e g, real estate,

(d) Date sold

(c) Date acquired

P-P urc hase

(g) Cost or other basis

(h) Gain or (loss)

only for assets

(h) and owned

(j) AdJusted basis

(I) Gains (Col (h) gain minus

(k) Excess of col (1)