lefile

I As

GRAPHIC print - DO NOT PROCESS

Filed Data -

DLN:934913190134511
OMB

Return of Private Foundation

Form990-PF

or Section

',!;!

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

Trust

1545-0052

2010

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

Department
of the Treasury

No

InternalRevenueService

For calendar
G Check

all that

year

2010,

or tax year

r
r

apply

beginning

r
r

In1t1al return

A mended return
Name of foundation
CHARLESG KOCH CHARITABLEFOUNDATION

01-01-2010

In1t1al return
Address

, and ending

of a former

public

change

charity

Name

12-31-2010
Final

return

change

A Employer identification

number

48-0918408
Number and street (or PO box number 1f mail 1snot delivered to street address)
PO BOX 2256

B Telephone number (see page 10 of the instructions)

Room/suite

(316) 828-8286

City or town, state, and ZIP code

WICHITA, KS 672012256

H Check

type

Section

P"Section

oforgan1zat1on

4947(a)(1)

nonexempt

I Fair market

value of all assets

of year (from Part II, col. (c),
line 16) .... $ 242,332,070

l:F.Till

;
:r;
~

Ci::

,fl

!::

J Accounting

at end

of Revenue

and Expenses

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

necessanly equal the amounts m column (a) (see page 11 of
the mstmctwns) )

Interest

D1v1dends

Sa

Gross

Net rental

income

from sale

gain net income

E If private foundation status was temnmated

under section 507(b)(l)(A),
check here
F

be on cash basis.)

(a) Revenue and

expenses per
books

If the foundation 1sin a 60-month termination

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

(b) Net investment

income

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

(c) Adjusted net

income

42,034,259

cash

investments

327,064

327,064

3,811, 180

3,811, 180

of assets

(from

capital

4,490,637

not on line 10
27,655,247

Part IV,

4,490,637

line 2)

gain

mod 1f1cat1ons

Gross sales less returns and allowances

Less

Cost

Gross

profit

Other

income

of goods

Total.

13

Compensation

14

Other

15

Pension

1 through

fees

b
c

Other

11
trustees,

(attach

professional

fees

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

schedule).
(attach

1,628,304
10,257,185

benefits

schedule).

fees

1,628,844
52,291,984

etc

and wages

employee

(attach

',!;!

directors,

salaries

plans,

schedule)

schedule)

of officers,

employee

Accounting

(attach

(attach

Add lines

.1

sold

or (loss)

12

>

P"Accrual

from securities.

Gross sales price for all assets on line 6a

Legal

2. Foreign organ1zat1ons meeting the 85% test,

check here and attach computation

foundation

''
'
'
'

or (loss)

Net gain or (loss)

Net short-term

16a

Cash

rents

Income

Li.J
$

and temporary

and interest

)(

D 1. Foreign organ1zat1ons, check here

the foundation 1snot required to attach Sch B

on savings

Capital

private

(The

Check .... 11f

foundation

taxable

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

6a

private

method

11

Other

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

10a

,fl

exempt

trust

b
$

Analysis

501(c)(3)

charitable

C If exemption application 1spending, check here

schedule)

4, 198,421

4, 198,421

766,257

766,257

7,301

7,876

186,377

36, 727

201,480

989,305

54,650

937,442

227,588

78

24,194

p
,:::;

17

Interest

t.-:

18

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

19

Deprec1at1on

20

Occupancy

857,921

857,921

Travel,

515, 711

517,853

95,271

95,271

157, 513

157, 754

:.....

i::

E
-::::::
...:r

-:::::: 21
!::

,:::;

22

Printing

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

23

Other

:.....

t
0

24

(attach

conferences,

schedule)

and depletion

and meetings.

and publ1cat1ons
expenses

Total operating

(attach

gifts,

grants

8,323,471

Contributions,

26

Total expenses and disbursements.

27

Subtract

line 26 from

Excess of revenue
Net investment

Adjusted

91,455

7, 764,469

91,455

18,860,977

10,123,369

paid.
Add Imes 24 and 25

18,446,840

and disbursements

33,845,144

11,096,508

line 12

over expenses

income (1f negative,

net income (1f negative,

For Privacy Act and Paperwork

321,806

expenses.

23

25

',!;!

schedule)

and administrative

A d d I Ines 1 3 through

',!;!
',!;!

Reduction

enter
enter

10,165, 730

-0-)

-0-)

Act Notice, see page 30 of the instructions.

Cat

No

11289X

Form

990-PF

(2010)

Form 990-PF

l:F.TilllBalance

Sheets

1
2

Savings

Less

Less

cash

receivable

allowance

Pledges

1,840

and temporary

Accounts

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

(2010)

77,842

100,254,578

investments

112, 132, 186

77,842
112, 157,459

223,531

....

for doubtful

accounts

....

accounts

....

121, 788

223,531

223,531

90,349

68,384

68,384

3,377,694

3,377,694

6,530,000

117, 935, 513

122, 232, 350

rec e 1va ble ....

allowance

Grants

Receivables

for doubtful

receivable
due from officers,

d1squal1f1ed persons

directors,

(attach

trustees,

schedule)

and other

(see page 15 of the

1nstruct1ons).
7

'-""

m
8
'-""
'-""

notes

and loans

Less

allowance

Inventories

10a

Investments-Li

-e

accounts

S and state

....

....

charges
government

obl1gat1ons

Investments-corporate

stock

(attach

schedule)

Investments-corporate

bonds

(attach

schedule).

Investments-land,

buildings,

Less

deprec1at1on

accumulated

Investments-mortgage

13

Investments-other

14

Land, buildings,

(attach

(attach

and equipment

15

Other

assets

16

Total assets (to be completed

Also,

Grants
Deferred

20

Loans from officers,

basis

schedule)

3,377,694

....
....

(attach

97,034,968

1,324,022

1, 724,542

....

.... 682,038

schedule)

....

1,042,504

1,042,504

234,857,654

242,332,070

)
by all filers-see

the
202,205,239

see page 1, item I)

payable

19

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

and accrued

120,059

29,937

4, 137,478

3,034,871

4,257,537

3,064,808

expenses

payable
revenue

,:::; 21

Mortgages

.::i

22

Other

23

Total liabilities

directors,

and other

notes

l1ab1l1t1es (describe

Foundations

(add lines

that

and complete

follow

trustees,
payable

and other

(attach

d1squal1f1ed persons

schedule)

....

17 through

22)

SFAS 117, check here

lines 24 through

....

P'

26 and lines 30 and 31.

,fl

4' 24
u

Unrestricted

,:::; 25

Temporarily

,:::;

Permanently

restricted

Foundations

that

::::!
u..

and complete

lines 27 through

27

Capital

trust

28

Pa1d-1n or capital

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

0
,fl

4)
,fl
,fl

ci

restricted

stock,

do not follow

principal,

surplus,

or current

or land, bldg,

29

Retained

30

Total net assets or fund balances

4)

earnings,

SFAS 117, check here

....

31.

accumulated

income,

funds
and equipment
endowment,

31

Total liabilities

Analysis

or other

Total

net assets

with end-of-year

Enter

amount

balances

increases

Other

Add lines

Decreases

Total

202,205,239

234,857,654

(see page 17 of

in Net Assets or Fund Balances

or fund balances
figure

231, 792,846

funds

(see page 17 of the

and net assets/fund

of Changes

197,947, 702

fund

the Ins truct1ons)

fflOI

231, 792,846

'

1nstruct1ons).

197,947, 702

reported

at beg1nn1ng of year-Part
on prior year's

II,

column

(a), line 30 (must

agree

return)

from Part I, line 27a

not included

net assets

197,947,702
33,845,144

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

1, 2, and 3
not included

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

or fund balances

at end of year (line 4 minus

231,792,846

line 5)-Part

II,

column

(b), line 30.

231,792,846
Form

990-PF

(2010)

Form 990-PF

(2010)

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

Page

Capital

Gains and Losses for Tax on Investment

(b) How acquired

(a) List and describe

2-story

brick

EATON

la

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

warehouse,
or common stock, 200 shs M LC Co)

VANCE

ABSOLUTE

ZAZOVE

LOAN

RETURN

OPPORTUNITIES
CREDIT

ASSOCIATES,

Income
(c) Date acquired

P-P urc hase

D-Donat1on

(mo,

(d) Date sold

(mo, day, yr)

day, yr)

FUND

PORTFOLIO

LLC - SALE OF BONDS

d
e
(e) Gross

sales

Deprec1at1on allowed
(or allowable)

(f)

price

(g) Cost or other basis

plus expense of sale

21,529,573

4,117

,480

2,008,195

(h) Gain or (loss)

(e) plus (f) minus (g)

20,160,556

1,369,017

1,181,085

2,936,395

1,822,970

185,225

d
e

Complete

only for assets

showing

gain 1n column

(h) and owned by the foundation

(j) AdJusted basis

as of12/31/69

(i) F M V as of 12/31/69

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

1,369,017

2,936,395
185,225

c
d
e

Capital

Net short-term

gain net income

capital

or (net capital
gain or (loss)

as defined

If gain, also enter 1n Part I, line 8, column

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

..

rnn

Quahf1cat1on

Under Section

(For optional

use by domestic

private

If section

4940(d)(2)

applies,

Was the foundation

liable for the section
If "Yes," the foundation
does not qualify
1 Enter the appropriate

amount

(c) (see pages

subJect

1222(5)

}
}

13 and 17 of the 1nstruct1ons)

for Reduced Tax on Net Investment

to the section

4,490,637

and (6)

4940(a)

tax on net investment

Income
income)

part blank

amount of any year 1n the base period?

4942 tax on the distributable
under section 4940(e)
Do not complete this part

1n each column

(a)

for each year,

see page 18 of the 1nstruct1ons

(b)

Base period years Calendar

year ( or tax year beg inning in)

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

loss)

Adjusted qualifying d1stnbut1ons

before

making

P-

Yes

No

any entries
(d)

(c)
Net value of nonchantable-use assets

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

2009

19,551,962

155,141,798

0 126026

2008

15 ,4 76 ,965

170,704,588

0 090665

2007

10,080,287

127,673,989

0 078953

2006

8,276,208

76,656,070

0 107965

2005

4,646,986

4 7 ,843,504

0 097129

Total of line 1, column

0 5007 38

Average d1stribut1on ratio for the 5-year base period-d1v1de

the total on line 2 by5,orby
the number of years the foundation
has been 1n existence
1f less than 5 years

0 100148

Enter the net value

203,468,683

Multiply

20,376,982

Enter

Add lines

Enter qual1fy1ng d1stribut1ons

(d).

of noncharitable-use

assets

for 2010

from Part X, line 5.

line 4 by line 3.

1% of net investment

income

(1%

of Part I, line 27b).

5 and 6.
from Part XII,

line 4.

Ifl1ne 8 1s equal to or greater than line 7, check

the Part VI 1nstruct1ons on page 18

the box 1n Part VI,

101,657

line lb,

and complete

20,478,639

18,901,264

that part using a 1% tax rate

Form

See

990-PF

(2010)

Form 990-PF

(2010)

Page

:r.,..,.,,. Excise
la

Tax Based on Investment

Income

(Section

Exempt operating foundations described in section 4940(d)(2),

Date of ruling
instructions)

or determ1nat1on

4940(a),

check here ,...

letter

(attach

4940(b),

4940(e),

or 4948

and enter "N/A" on line 1

copy of letter

if necessary-see

Domestic

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

here,...

foundations
,and

that

enter

meet the section

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

Add lines

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

Tax based on investment

Credits/Payments

Tax paid with appl1cat1on

estimated

tax payments

foreign

and 2009

organ1zat1ons-tax

w1thhold1ng

Total

credits

Enter

any penalty

Tax due. If the total

line 4 from line 3 If zero or less,

for extension

erroneously

and payments

credited

of estimated

tax

Check

If line 7 1s more than the total

or intervene

Did 1t spend

of lines

or d1stnbuted

D 1d the foundation

Enter the amount

attempt

during

by the foundation

on foundation

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

managers

Has the foundation

Did the foundation

Was there

engaged

1n any act1v1t1es that

descnpt1on

or other

have unrelated

1tf1led a tax return

By state

Refunded,...

11

state,

or local

leg1slat1on

for pol1t1cal purposes

leg1slat1on

that conflict

4955)

during

not previously

business

required

gross

d1ssolut1on,

during

been reported

to the IRS?

instrument,

income

of $1,000

or more during

instrument,

the foundation

or substantial

the governing

1n the governing

10

reports

the year?.

contraction

during

No

No

4a

No

as required

as a private

year 2010

No

the year?

4 941

through

4 94 5) s at1s f1ed e 1the r

instrument

so that

no mandatory

d1rect1ons

instrument?

or with which

line 7, has the foundation

of each state

page 2 7 )? If "Yes," complete

T.

1t 1s registered

1s "Yes"to

cla1m1ng status

No

4b

If the answer

for calendar

le

articles

copy of the changes

year?.

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

Is the foundation

No

or

amends

law remain

to the IRS, 1n its governing

If "Yes," attach a conformed

1nstruct1ons)

or 4942(J)(5)

lb

Enter the states

(or designate)

No

tax imposed

Sa

to which

la

the year

,... $ _______

the year for pol1t1cal expenditure

reported

by General Ins truct1on

that effectively

with the state

imposed

managers

have not previously

on Form990-Tforth1s

1n the governing

No

(see page 19 of

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col (c), and Part XV

General

Yes

or did

44 ,8 34

10

of the act1v1t1es and copies of any materials

(section

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

By language

,...

with the act1v1t1es.

s1m1lar instruments?

a l1qu1dat1on, term1nat1on,

overpaid.

of the act1v1t1es.

made any changes,

or bylaws,

If "Yes," attach the statement

6

8
9

the amount

or 1nd1rectly)

(2) 0 n foundation

(1f any) paid by the foundation

If"Yes,"has

1s attached

year?.

Enter the reimbursement

of 1ncorporat1on,

owed

44,834

descnpt1on

in connection

for this

,... $

If "Yes," attach a detailed

4a

1f Form 2220

any national,

directly

(1f any) of tax on pol1t1cal expenditures

Has the foundation

5 and 8, enter

to influence

the year (either

f1le Form 1120-POL

(1) 0 n the foundation

amount

for def1n1t1on)?

248,149

Activities

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

published

45 ,000

1n any pol1t1cal campaign?

more than $100

the 1nstruct1ons

203,315

203,149

6c

here

11

1t part1c1pate

6d

Enter the amount of line 10 to be Credited to 2011 estimated tax ,...

-0-.

6d.

5 and 8 1s more than line 7, enter

the tax year, did the foundation

203,315

6b

to file (Form 8868)

6a through

Regarding

enter

6a

withheld.

for underpayment

Statements

to 2010

at source

oft1me

Add lines

of lines

overpayment

withheld

Overpayment.

During

trusts and taxable foundations only Others enter -0-)

10

Part VII-A

203,315

trusts and taxable foundations only Others enter -0-)

income. Subtract

Exempt

la

2010

Backup

1n Part V, check

1 and 2.

requirements

1% of Part I, line 27b

4940(e)

see page 18 of the instructions)

furnished
by General

operating

or the taxable

Yes

Yes

Sb

Yes

(see page 19 of the

_

a copy of Form 990-PF

Instruction

foundation

to the Attorney

G? If "No," attach explanation.

w1th1n the meaning

year beg1nn1ng 1n 2010

of section

(see 1nstruct1ons

4942(J)(3)

for Part XIV

on

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
(2010)

Part VII-A
11

Statements

Atanyt1m

e during
of section

meaning

12
13

14

15

D 1d the fo undat1on
address

The books

If"Yes,"

directly

attach

acquire

a direct

comply

with the public

entity

w1th1n the

(see page 20 of the 1nstruct1ons).

requirements

insurance

contract

for its annual

returns

before

and exemption

are 1n care of t,,_H_E_A_T_H_E_R_L_O_V_E

_____________________

494 7(a)(1)

nonexempt

the amount

At any time

during

calendar

trusts

interest

year 2010,

or other

ReqardinQ

the year d 1d the foundation

(2) Borrow

money

from,

country?

1n or a signature

or other

for the benefit

(6) Agree

for Form TD F 90-22

1fthe foundation

agreed

extend

credit

after term1nat1on

If any answer
section

them from)

relying

Did the foundation

on a current

engage

that were not corrected

Taxes

on failure

operating

If "Yes,"

Yes

20 __

20 __

If"Yes,"d1d

at any time

of the 10-,

if the foundation

20 __

disaster

of assets)

4942(a)(2)
,

(does

No

I
F
F

Yes

No

Yes

F
I
I

Yes

No

Yes

No

Yes

No
No

available

"No"

).

under the exceptions

assistance

assistance

described

1n Regulations

(see page 20 of the 1nstruct1ons)?.

check

described

1n la,

not apply

lb

No

le

No

here.

other

for years

than excepted

acts,

the foundation

was a private

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

income

(lines

6d

2010?.

20 __

to the year's

Yes

No

20 __

1s not applying

the foundation

"No" and attach

during

1t have excess

by the Comm1ss1oner

4a

4942(J)(3)

1n 2a forwh1ch

20 __

Yes

undistributed

statement-see

the prov1s1ons

income?

of section

(If applying

4942(a)(2)

section

4942(a)(2)

page 20 of the 1nstruct1ons).

are being applied

to any of the years

listed

2b

1n 2a, list the years

here

20

hold more than a 2 % d I rect or ind I rect I nte rest In any bus 1nes s

or d1squal1f1ed persons

the lapse

Check

w1th1n 90 days

disaster

4942)

beg1nn1ng before

20 __

day of the tax year beg1nn1ng 1n 2010?.

1n section

valuation
answer

regarding

(section

No

1t from)

a d 1squa I 1f1ed person?

fall to qualify

regarding

did the foundation

of section

D 1d the foundation
enterprise

listed,

If the prov1s1ons

t,,
3a

t,,

listed

to incorrect

to all years

the first

for tax year(s)

any years

notice

income

defined

list the years

Are there
(relating

before

At the end of tax year 2010,

and 6e, Part XIII)

notice

the

the off1c1al for a period

1n a prior year 1n any of the acts

to distribute

foundation

1f term1nat1ng

did any of the acts

or 1n a current

enter

No

Mav Be Required

(or make any of either

to or to employ

service,

to la(l)-(6),

53 4941(d)-3

O rgan1zat1ons

of government

1s "Yes"

over

applies.

to (or accept

off1c1al? (Exception.

to a government

to make a grant

828-8286

15

1 If "Yes",

with a d 1squa I 1f1ed person?

to a d1squal1f1ed person

or property

Yes

16

or use of a d1squal1f1ed person)?.

to pay money

13

or ind I rectly)

to, or otherwise

or assets

No

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

column, unless an exception

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

any income

no t,,(316)

authority

(4) Pay c ompe ns at1on to, or pay or re I mburs e the ex pens es of, a d 1squa I 1f1ed person?
(5) Transfer

No

12

t,,67220

...

a d1squal1f1ed person?.

(3) Furn1s h goods,

11

here

the year.

Act1v1t1es for Which Form 4720

or leas Ing of property

lend money

during

and f1l1ng requirements

(e 1the r d 1rectly

In the sale or exchange,

1n lieu of Form 1041-Check

have an interest

1n a foreign

File Form 4720 if any item is checked in the "Yes"

( 1) Engage

or accrued

did the foundation

f1nanc1al account

Statements

appl1cat1on?

Telephone

f1l1ng Form 990-PF

received

See page 20 of the 1nstruct1ons for exceptions

name of the foreign country
t,,

17, 2008?

ZIP+4

charitable

of tax-exempt

August

ORG

Section

During

own a controlled

1n any applicable

1nspect1on

t,,WWWCGKFOUNDATION

a bank, securities,

la

or 1nd1rectly,

schedule

or 1nd1rect interest

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

Part VII

(continued)

Activities

Located

and enter

16

512(b)(13)?

Did the fo undat1on

Website

Regarding

the year, did the foundation,

after

holdings

4943(c)(7))

or 2 0-yea r first

had excess business

invest

Did the foundation

make any investment

charitable

that

as a result

to dispose

phase

holdings

Did the foundation

purpose

during

1n 2010

of(l)

(2) the lapse of the 5-year

May 26, 1969,

under section
15-,

the year?.
business

of holdings

period
acquired

Yes

No

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 2010.).

the year any amount

3b
1n a manner

1n a prior year (but after

had not been removed

any purchase

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 2010?

Form

990-PF

No
(2010)

Part VII-B
Sa

During

Statements

(1) Carry

on propaganda,

(2) Influence

If any answer
Regulations

section

O rgan1zat1ons

tax because

53 4945

relying

If the answer

5a(1)-(5),

notice

during

on a personal

Did the foundation,

or other

required

of cruelty

notice

during

etc,

4955),

organ1zat1on

does the foundation

section

Yes

under the exceptions

disaster

assistance
check

No

p- No
1n

(see page 22 of the 1nstruct1ons)?

here.

Sb

No

6b

No

.Jrr-'

from the

P- Yes I

No

53.4945-S(d).

d 1rectly or ind I rectly,

to pay

I
directly

'

Yes

described

contract?.

the year, pay premiums,

p- No
p- No

Yes

for the grant?.

respons1b1l1ty

I
I

p- No

or

assistance

exemption

Yes

P- Yes

or animals?.

fall to qualify

claim

described

sc1ent1f1c, literary,
to children

regarding

by Regulations

(continued)

or to carry

(see page 22 of the 1nstruct1ons).

disaster

the year, rec e 1ve any funds,

benefit

4945(e))?

s1m1lar purposes?

4940(d)(2)?

regarding

5a(4),

1t ma1nta1ned expenditure

If "Yes," attach the statement

premiums

or 1n a current

1s "Yes" to question

D 1d the foundation,

(see section

did any of the transactions

on a current

(section

drive?.

study,

or for the prevention

1s "Yes"to

leg1slat1on

other than rel1g1ous, charitable,

purposes,

May Be Required

to

other than a charitable,

(2), or (3), or section

for any purpose

election

reg1strat1on

a grant to an organ1zat1on

educational

any voter

a grant to an 1nd1v1dual for travel,

509(a)(1),

for Which Form 4720

to influence

of any spec1f1c public

or 1nd1rectly,

(4) Provide

(5) Provide

6a

attempt

(3) Provide

1n section

Activities

pay or incur any amount

or otherwise

the outcome

on, directly

Regarding

the year did the foundation

or 1nd1rectly,

on a personal

benefit

Yes

f7 No

contract?.

If "Yes" to 6b, file Form 8870.

At any time during

7a

receive

any proceeds

Information
About Officers,
and Contractors

l:ffil9111
1

the tax year, was the foundation

If yes, did the foundation

List all officers,

directors,

trustees,

foundation

employees

(a) Name and address of each employee

paid more than $50,000
MOORE

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

MASSEY

1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
CHRIS

CARDIFF

1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
DAN JORJANI
1515 N COURTHOUSE
RD
ARLINGTON,VA
22201
Total number

Trustees,

attributable

transaction?
to the transaction?

Foundation

managers and their compensation

(c) Compensation
(If not paid, enter
-0-)

Managers,

Yes

f7 No

7b

Highly Paid Employees,

(see page 22 of the instructions).

(d) Contributions
to
employee benefit plans
and deferred compensation

(e) Expense account,

other allowances

Data Table

Compensation of five highest-paid

If none, enter "NONE."

LOGAN

Directors,

(b) Title, and average

hours per week
devoted to pos1t1on

(a) Name and address

See Add1t1onal

a party to a proh1b1ted tax shelter

or have any net income

of other employees

(other

than those included on line 1-see

(b) Title, and average

hours per week
devoted to pos1t1on
DIR O F O PE RATIO
40 0

to
(d) Contributions
employee benefit
plans and deferred
compensation

(e) Expense account,

other allowances

165,000

3,410

1,440

PGM DIR HIGHER

EDUC
40 0

155,000

9,683

1,440

PGM DIRECTOR
TALENT
40 0

137,500

3,424

1,440

PGM OFF40 0

130,000

9,683

1,440

127,045

8,876

1,440

PGROFFICER
RESEARCH
40 0
paid over $50,000.

MBM

NS

(c) Compensation

page 23 of the instructions).

,,..

15
Form

990-PF

(2010)

Form 990-PF

(2010)

I Vi il'I ! I W
3

Five highest-paid

independent

(a) Name and address

Total number

of others

iihilf!#.;I

contractors

of each person

Directors,

for professional

Trustees,

Foundation

for professional

of Direct Charitable

Managers,

services (see page 23 of the instructions).

Highly Paid Employees,

If none, enter "NONE".

(b) Type of service

paid more than $50,000

rece1v1ng over $50,000

Summary

(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

Page

Information
About Officers,
and Contractors
(continued)

PROGRAM
PROGRAM

SEE GENERAL
SEE GENERAL

EXPLANATION
EXPLANATION

Expenses

ATTACHMENT

2,541,122

ATTACHMENT

641,323

~1ilia

.... :

Summary

of Proqram-Related

Investments

(see paqe 24 of the instructions)

Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2

A mount

A II other

program-related

investments

See page 24 of the 1nstruct1ons

Total. Add lines

1 through

3.

.... I

0
Form

990-PF

(2010)

Form 990-PF

liifli!i
1

(2010)

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

Average

of monthly

fair market

value

Fair market

Total (add lines

value

Reduction

claimed

for blockage

le

detailed

explanation).

(attach

Acqu1s1t1on

Subtract

Cash deemed

of securities.

cash balances.
of all other

la,

assets

(see page 24 of the 1nstruct1ons).

or other factors

reported

on lines

I le I

applicable

to line 1 assets.

held for charitable

Minimum

investment

act1v1t1es

Enter

1 1/2%

Subtract

assets.

Enter

return.

ofl1ne

3 (for greater

amount,

see page 25

line 4 from line 3 Enter

here and on Part V, line 4

5% of line 5.

Tax on investment

income

Income

tax for 2010

Add lines 2a and 2b.

203,468,683

10,173,434

amount

Recoveries

of amounts

Add lines
Deduction

Distributable

for 2010

from Part VI,

I 2a I
I 2b I

line 5.

203,315

before adJustments
treated

Subtract

line 2c from line 1.

as qual1fy1ng d1stribut1ons.

from distributable

amount

as adJusted

amount

(see page 25 of the 1nstruct1ons).

Subtract

line 6 from line 5 Enter

Qualifying

Distributions

here and on Part XIII,

Program-related

contributions,

gifts,

paid to acquire

A mounts

expenses)

etc -total

investments-total
assets

to accomplish

from Part I, column

charitable,

etc,

9,970,119

la

18,860,977

purposes

(d), line 26.

from Part IX-B.

lb

used (or held for use) directly

1n carrying

out charitable,

etc,

purposes.

40 ,287

set aside for spec1f1c charitable

A mounts

(prior

Su1tab1l1ty test

Cash d1stribut1on

Qualifying

Foundations

Adjusted

income

(see page 25 of the instructions)

paid (1nclud1ng adm1n1strat1ve

Expenses,

9,970,119

line 1.

A mounts

203,315
9,970,119

3 and 4.

10,173,434

2c

Distributable

from Part X, line 6.

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

return

3,098,508

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

M1n1mum investment

206,567,191

Net value of noncharitable-use

l:ffll30

2
3

2a

6,530,000
206,567,191

la and

line 2 from line ld.

92,225,411

ld

of the 1nstruct1ons).

l:ff.lS:a

107,811,780

lb
le

b, and c).

indebtedness

la

IRS approval

test

(attach

distributions.

Enter

that qualify

proJects

the required

Add lines

that satisfy

the

required).
schedule).

la through

under section

4940(e)

3b

Enter

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

for the reduced

line 4

distributions.

Subtract

3b

18,901,264

11ne 5 from 11ne 4.

Note: The amount on line 6 will be used 1n Part V, column

the section 4940(e)
reduction
of tax 1n those years

rate of tax on net investment

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

qualifying

3a

(b), 1n subsequent

18,901,264

years

when calculating

whether

the foundation
Form

qual1f1es for

990-PF

(2010)

Undistributed

Part XIII

Income

(see paqe 26 of the instructions)

(a)
Corpus

Distributable

Undistributed

income,

1fany,

Enter

for 2009

only.

Total

Excess

amount

amount

2007

9,970,119

2006

From 2005.

1f any, to 2010
2,267,221

From 2006.

4,479, 130

From 2007.

3, 779,603

From 2008.

7,054,261

From 2009.

11,912,574

Total of lines

(d)
2010

carryover,

3a through

(c)
2009

as of the end of2010

2008

d1stribut1ons

(b)
prior to 2009

from Part XI, line 7

for 2010

for prior years

Years

29,492, 789

e.

Qua I 1fy 1ng d 1stri but1ons for 2 0 10 from Pa rt

XII, line 4

..... $

18,901,264

a A ppl1ed to 2009,

but not more than

b A ppl1ed to undistributed
(Election
required-see

line 2a

income of prior years

page 26 of the 1nstruct1ons)

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

to 2010

distributable
distributed

e Rema1n1ng amount

Excess

d1stribut1ons

9,970,119

amount.
8,931,145

out of corpus

carryover

applied

to 2010

(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

38,423,934

Subtract

c Enter the amount of prior years' undistributed

income for which a notice of def1c1ency has
been 1ssued, or on wh1c h the s ect1on 4 9 4 2 (a)
tax has been previously
assessed.
line 6c from line 6b Taxable
d Subtract
amount-see
page 27 of the 1nstruct1ons.

income for 2009

Subtract
line
e U nd1stributed
4a from line 2a Taxable amount-see
page 27
of the 1nstruct1ons

Undistributed
income for 2010
lines 4d and 5 from line 1 This
1n 2011
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 page 27
of the 1nstruct1ons).

9
10
a

Excess d1stribut1ons
carryover
from 2005 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
Excess distributions
carryover to 2011.
lines 7 and 8 from line 6a.
Subtract
A nalys1s

2,267,221
36,156,713

of line 9

E x c es s from 2 0 0 6

4,479, 130
3, 779,603

E x c es s from 2 0 0 7

E x c es s from 2 0 0 8

7,054,261

E x c es s from 2 0 0 9

11,912,574

E x c es s from 2 0 1 0

8,931,145
Form

990-PF

(2010)

Foundations

Part XIV
la

b Check
2a

box to 1nd1cate whether

the organ1zat1on

Enter the lesser of the adJusted net

income from Pa rt I or the m1n1mum
1nves tme nt return from Pa rt X for each
year listed.

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
Subtract
line 2d from line 2c

a e 27 of the instructions

ofl1ne

IS a private

operating

and Part VII-A

uest1on 9

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

foundation

described

Tax year

In section

4942(J)(3)

or

P ri or 3 ye a rs

(a) 2010

(b) 2009

4942(J)(5)
(e) Total

(c) 2008

(d) 2007

2a.

Complete
3a, b, or c for the
alternative
test relied upon
a

"Assets"

alternative

test-enter

(1)

Value

(2)

Value of assets qual1fy1ng

under section 4942(J)(3)(B)(1)

of all assets

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

"Support"

alternative

test-enter

(1)

Total support other than gross

investment
income (interest,
d1v1dends, rents, payments
loans (section
on securities
512(a)(5)),
or royalties).

(2)

Support from
and 5 or more
organ1zat1ons
section 4942

(3)

Largest amount of support

from an exempt organ1zat1on

(4)

Gross

I :r.Tili
'.t'
1

see

If the foundation
has received a ruling or determ1nat1on letter that 1t 1s a private
foundation,
and the ruling 1s effective for 2010, enter the date of the ruling.

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

investment

income

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

this part only if the organization

page 27 of the instructions.)

Regarding Foundation Managers:

of the foundation
who have contributed
more than 2% of the total
before the close of any tax year (but only 1f they have contributed
more than $5,000)

had $5,000

or more in

Information

a List any managers

CHARLES

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

G KOCH

b List any managers of the foundation who own 10% or more of the stock of a corporation
(or an equally
ownership of a partnership
or other entity) ofwh1ch the foundation
has a 10% or greater interest

large portion

of the

NONE
2

Information

Regarding

Contribution,

Grant, Gift, Loan, Scholarship,

etc., Programs:

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

a The name, address,

and telephone

number

of the person

to whom appl1cat1ons

should

be addressed

CHARLES G KOCH CHARITABLE

FDN
1515 N COURTHOUSE
ROAD SUITE 200
ARLINGTON,VA
22201
(703) 87 5-1600

b The form 1n which appl1cat1ons

should

be submitted

and 1nformat1on

and materials

they should

include

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

c Any subm1ss1on

deadlines

NONE

d Any restrictions
facto rs

or l1m1tat1ons on awards,

such as by geographical

areas,

charitable

fields,

kinds

of 1nst1tut1ons,

or other

THE FOUNDATION
PRIMARILY
SUPPORTS
RESEARCH AND EDUCATION
PROGRAMS THAT ANALYZE
THE IMPACT
OF FREE
SOCIETIES,
IN PARTICULAR
HOW THEY ADVANCE
THE WELL-BEING
OF MANKIND
BUILDING
ON THIS KNOWLEDGE,
THE
CHARLES G KOCH CHARITABLE
FOUNDATION
FOSTERS THE PARTNERSHIP
OF SCIENTISTS
AND PRACTITIONERS
IN
ORDER TO INTEGRATE
THEORY AND PRACTICE
BY DOING SO, THE FOUNDATION
STRIVES TO DEVELOP
MARKET-BASED
TOOLS THAT ENABLE INDIVIDUALS,
INSTITUTIONS
AND SOCIETIES
TO 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 NOT SUPPOR
Form

990-PF

(2010)

Form 990-PF

(2010)

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

11,192,922

payment

Data Table

.....3b

3,019,339
Form

990-PF

(2010)

Part XVI-A
Enter

gross

Analysis

am ounts

1 Program

of Income-Producing

unless

ser vice

otherwise

1nd1cated

Activities
Unrelated

(a)
Business

revenue

business

income

(b)
code

(c)

A mount

(e)
Related or exempt
function income
(See page 28 of
the 1nstruct1ons
)

Excluded by section 512, 513, or 514

Exclusion

code

(d)
A mount

a
b

c
d

e
f
g Fees and contracts

2 Members

from government

agencies

h1p dues and assessments.

3 Interest on savings and temporary cash investments

4 D1v1dends a nd interest from securities.
5 Net rental I ncome or (loss) from real estate

14

327,064

14

3,811, 180

a Debt-f1na need property.

bNotdebt6

f1na nc ed property.

Net renta I income or (loss) from personal property

7 Other1nves

tment

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

9 Net income
10 Gross

or (loss)

prof1 tor

11 Otherreven

b ___

c ___

d ___

e ___

12 Subtotal
13

income.

(loss)

ue

from special
from sales

..

Line No.

1,628,844

18

4,490,637

events
of inventory.

A dd columns

10,257, 725

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

Total. Add line 12, columns (b), (d), and (e).

(See worksheet
1n line 13 1nstruct1ons on page 28 to verify

Part XVI-B

18

Relationshi

of Activities

. 13 _________

to the Aecom

Explain below how each act1v1ty for which income

the accomplishment
of the organ1zat1on's exempt
page 28 of the 1nstruct1ons)

1_0~,_2_5_7~,7_2_5

calculations

lishment

of Exem

1s reported 1n column
purposes
(other than

t Pur oses

(e) of Part XVI-A

contributed
importantly
to
by prov1d1ng funds for such purposes)
(See

Form

990-PF

(2010)

Form 990-PF

(2010)

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

foundation

to a noncharitable

exempt

organ1zat1on

of

(1)

Cash.

1a(1)

No

(2)

0 ther assets.

1a(2)

No

b Other

transactions

1b(1)

No

1b(2)

No

1b(3)

No

1b(4)

No

lb(S)

No

1b(6)

No

le

No

(1)

Sales

(2)

Purchases

(3)

Rental

(4)

Reimbursement

(5)

Loans

of assets

offac1l1t1es,

exempt

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 value
of the goods, other assets, or services
given by the reporting
foundation
If the foundation
received
less than fair market value
show 1n column (d) the value of the goods, other assets, or services
received
1n any transaction
or sharing arrangement,
(a) Line No

(b) Amount involved

2a Is the foundation
described

b If"Yes,"

d 1rectly

1n section
complete

(c) Name of nonchantable exempt organ1zat1on

or ind I rectly

501(c)

aff1l 1ated with, or re lated to, one or more tax-exempt

of the Code (other

the following

(d) Description of transfers, transactions, and sharing arrangements

than section

501(c)(3))

or 1n section

orga n1zat1ons

(b) Type of organization

(c) Description of relat1onsh1p

this return, 1nclud1ng accompanying

Under pe na lt1es of pe rJury, I dee la re 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 2011-11-15

******
of officer

or trustee

Date

:::c
c
::r.:,

v.i

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

******
Title

Date

-:l)

ii)

'":..-

>,

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

P re pa re r' s
Signature
Firm's

name

MITCHELL

1fself-

employed

K CADDELL

BKD LLP
1551

address

PTIN
Check

,j)

Firm's

Yes

schedule

(a) Name of organization

Signature

.I

5277.

N WATERFRONT

WICHITA,

KS

~r

Firm's

EIN~

Phone

no

PKWY STE 300

672066601

(316)

Form

265-2811

990-PF

(2010)

lefile

GRAPHIC print - DO NOT PROCESS

I As

Filed Data -

DLN:934913190134511

Schedule B

Schedule of Contributors

OMB No 1545-0047

(Form 990, 990-EZ,

or 990-PF)

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

2010

Departrrent of the Treasury

Internal RevenueSer1,1ce

Name of organization

Employer

CHARLES G KOCH CHARITABLE FOUNDATION

Organization

number

I48-0918408

type (check one)

Filers of:
Form 990 or 990-EZ

Form990-PF

identification

Section:

r
r
r

501(c)(

4947( a)( 1) nonexempt charitable trust not treated as a private foundation

527 political organ1zat1on

P" 501(c)(3)

r
r

) ( enter number) organ1zat1on

exempt private foundation

4947( a)( 1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check 1f your organ1zat1on1scovered by the General Rule or a Special Rule.

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

P" For an organ1zat1onfiling Form 990, 990-EZ, or 990-PF that

received, during the year, $5,000 or more ( 1nmoney or

property) from any one contributor Complete Parts I and II

Special Rules

For a section 501 ( c )(3) organ1zat1onfiling Form 990 or 990-EZ, that met the 33 113%support test of the regulations
under sections 509( a)( 1) and 170( b )( 1)(A)(v1), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on ( 1)Form 990, Part V Ill, line 1h, or ( 11)Form 990-EZ, line 1 Complete Parts I and II

For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exc/us,vely for religious, charitable,
sc1ent1f1c,literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and
Ill

For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1onfiling Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exc/us,vely for religious, charitable, etc , purposes, but these contributions did
not aggregate to more than $1,000 If this box 1schecked, enter here the total contributions that were received during
the year for an exc/us,vely religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organ1zat1onbecause 1treceived nonexclus1vely religious, charitable, etc , contributions of $5,000 or more
during the year . . . . . . . . . . . . . . . . . . . . . . . . . ,... $

Caution. An Organ1zat1onthat 1s not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but 1tmust answer" No" on Part IV, line 2 of its Form 990, or check the box on lin Hof its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that 1tdoes not meet the filing requirements of Schedule B ( Form 990,
990-EZ, or 990-PF)
For Paperwork Reduction Pct Notice,
for Form 990, 990-EZ, or 990-PF

see the Instructions

Cat

No 30613X

Schedule

B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page _1_ of _1_ of Part I

Name of organization

Employer

identification

number

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

@ii

Contributors

(a)
No.

( see Instructions)
(b)
Name, address, and ZIP+ 4

Aggregate

(c)
contributions

-- 1
CHARLES
4111

E 37TH

WICHITA,

(a)
No.

G KOCH

KS

STREET

42,034,259

Person
Payroll
Noncash

r
r

(Complete Part II 1f there 1s

a noncash contribution )

67220

(b)
Name, address, and ZIP+ 4

(d)
Type of contribution

Aggregate

(c)
contributions

--

(d)
Type of contribution

Person
Payroll
Noncash

r
r
r

(Complete Part II 1f there 1s

a noncash contribution )

(a)
No.

(b)
Name, address, and ZIP+ 4

Aggregate

(c)
contributions

--

(d)
Type of contribution

Person
Payroll
Noncash

r
r
r

(Complete Part II 1f there 1s

a noncash contribution )

(a)
No.

(b)
Name, address, and ZIP+ 4

Aggregate

(c)
contributions

--

(d)
Type of contribution

Person
Payroll
Noncash

r
r
r

(Complete Part II 1f there 1s

a noncash contribution )

(a)
No.

(b)
Name, address, and ZIP+ 4

Aggregate

(c)
contributions

--

(d)
Type of contribution

Person
Payroll
Noncash

r
r
r

(Complete Part II 1f there 1s

a noncash contribution )

(a)
No.

(b)
Name, address, and ZIP+ 4

Aggregate

(c)
contributions

--

(d)
Type of contribution

Person
Payroll
Noncash

r
r
r

(Complete Part II 1f there 1s

a noncash contribution )

Schedule

B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page _1_

Name of organization

Employer

of _1_

identification

of Part II

number

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

@iii
(a) No.
from
Part I

Noncas h Property

( see Instructions)

Description

(b)
of noncash

property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) No.
from
Part I

Description

(b)
of noncash

property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) No.
from
Part I

Description

(b)
of noncash

property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) No.
from
Part I

Description

(b)
of noncash

property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) No.
from
Part I

Description

(b)
of noncash

property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) No.
from
Part I

Description

(b)
of noncash

property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$
Schedule

B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page _1_

Name of organization

Employer

identification

of _1_

of Part Ill

number

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

Exclusively religious, charitable, etc., individual contributions

to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the follow 1ngline entry )
For organ1zat1onscompleting Part Ill, enter the total of exc/us,vely religious, charitable, etc ,
contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons ) ..,_$
(a) No.
from
Part I

(b)
Purpose of gift

(c)
Use of gift

Description

(d)
of how gift is held

-(e)
Transfer of gift
Transferee's

(a) No.
from
Part I

name, address,

and ZIP+ 4

(b)
Purpose of gift

Relationship

(c)
Use of gift

of transferor

to transferee

Description

(d)
of how gift is held

-(e)
Transfer of gift
Transferee's

(a) No.
from
Part I

name, address,

and ZIP+ 4

(b)
Purpose of gift

Relationship

(c)
Use of gift

of transferor

to transferee

Description

(d)
of how gift is held

-(e)
Transfer of gift
Transferee's

(a) No.
from
Part I

name, address,

and ZIP+ 4

(b)
Purpose of gift

Relationship

(c)
Use of gift

of transferor

to transferee

Description

(d)
of how gift is held

-(e)
Transfer of gift
Transferee's

name, address,

and ZIP+ 4

Relationship

of transferor

Schedule

to transferee

B (Form 990, 990-EZ, or 990-PF) (2010)

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

ACTON INSTITUTE
161 OTTAWA AVENUE NW
SUITE 301
G RA N D RA P IDS, M I 49503

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

25 ,000

ALEXANDER
21WESTPARK
CLINTON,NY

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14,160

ALMA COLLEGE
614WSUPERIORST
ALMA,MI
48801

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

AMERICAN
COUNCIL
OF TRUSTEES
AND ALUMNI
17 26 M STREET NW
WASHINGTON,DC
200364525

NONE

PUBLIC

GENERAL
SUPPORT

OPERATING

5,000

AMERICAN
SPECTATOR
FOUNDATION
1611 NORTH KENT ST
SUITE 901
ARLINGTON,VA
22201

NONE

PUBLIC

GENERAL
SUPPORT

OPERATING

10 ,000

AMERICAN
UNIVERSITY
4400 MASSACHUSETTS
AVENUE
NW
WASHINGTON,DC
200168130

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

AN DREW COLLEGE
501 COLLEGE STREET
CUTHBERT,GA
39840

NONE

PUBLIC

EDUCATIONAL

PROGRAM

ASSOCIATION
OF PRIVATE
ENTERPRISE
EDUATIO N
615 MCCALLIE
AVENUE
CHATTANOOGA,TN
37403

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

22,000

ARKANSAS
TECH UNIVERSITY
1509 NORTH BOULDER AVE
RUSSELLVILLE,AR
72801

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,500

ARTS &SCIENCES
FOUNDATION
INC
103 SOUTH BUILDING
CB 9100
CHAPEL HILL, NC 27599

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

ATHENS STATE UNIVERSITY

FOUNDATION
300 N BEATY ST
ATHENS,AL
356111902

NONE

PUBLIC

EDUCATIONAL

PROGAMS

AZUSA PACIFIC
UNIVERSITY
PO BOX 7000
901 E ALOSTA AVE
AZUSA,CA
917027000

NONE

PUBLIC

EDUCATIONAL

PROGAMS

22,000

BALL STATE UNIVERSITY

2000 UNIVERSITY
AVENUE
MUNCIE,IN
47306

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

16,300

BARTON COLLEGE
PO BOX 5000
WILSON, NC 27893

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

3,360

BAYLOR UNIVERSITY
ONE BEAR PLACE
WACO,TX
76798

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

Total.

HAMILTON

INSTITUTE

13323

......3a

7 ,17 5

10 ,000

2,500

150,000

7 ,000

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

business)
a

Paid dunng

(home or

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

BELOIT COLLEGE
700 COLLEGE STREET
BELO IT, WI 53511

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

32,000

BERRY COLLEGE
PO BOX 495024
MOUNT BERRY,GA

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,600

BETHEL COLLEGE
1001 W MCKINLEY
AVENUE
MESHAWAKA,IN
46545

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,505

BILLO FRIGHTS
INSTITUTE
200 N GLEBE ROAD
SUITE 200
ARLINGTON,VA
22203

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

BOISE STATE UNIVERSITY

FOUNDATION
2225 UNIVERSITY
DRIVE
BOISE, ID 83706

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

BROWN UNIVERSITY
POBOX1844
PROVIDENCE,
RI 02912

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

BUENA VISTA UNIVERSITY

610 W 4TH STREET
STORM LAKE,IA
50588

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

1,000

CAMPBELL
UNIVERSITY
PO BOX 1145
BUI ES CREEK, NC 27506

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,600

CAPITAL
RESEARCH CENTER
1513 16TH ST NW
WASHINGTON,DC
200361480

NONE

PUBLIC

GENERAL
SUPPORT

CHAPMAN
UNIVERSITY
1 UNIVERSITY
DRIVE
ORANGE,CA
92866

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

40 ,000

CHARLESTON
SOUTHERN
UNIVERSITY
9200 UNIVERSITY
BOULEVARD
CHARLESTON,SC
29406

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,200

CHRISTENDOM
COLLEGE
134 CHRISTENDOM
DR
FRONT ROYAL,VA
22630

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,100

CLAREMONT
MCKENNA COLLEGE
400 N CLAREMONT
BLVD
CLAREMONT,CA
91711

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14 ,000

CLEMSON UNIVERSITY
165 SIRRINE HALL
BOX 341301
CLEMSON,SC
296341301

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

CHRISTOPHER
NEWPORT UNIV
EDUCATION
FOUNDATION
1 UNIVERSAL
PLACE
NEWPORT NEWS,VA
23606

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

Total.

301495024

OPERATING

......3a

300,000

7 ,550

116,978

20 ,000

250,000

6,000

11,192,922

Form 990PF

Part XV Line 3 - Grants

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

Rec1p1ent
Name and address
a

Paid dunng

and Contributions

(home or business)

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

COASTAL
CAROLINA
UNIVERSITY
PO BOX 261954
CONWAY,SC
295286054

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,300

COLGATE
UNIVERSITY
13 OAK DRIVE
HAMILTON,NY
13346

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,97 2

COLLEGE OF CHARLESTON
FOUNDATION
66 GEORGE STREET
CHARLESTON,SC
29424

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

29,919

COLLEGE OF NEW JERSEY

FOUNDATION
2000 PENNINGTON
ROAD
TRENTON, NJ 08628

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15 ,310

C O LL E G E O F WI L LI A M & M A RY
PO BOX8795
WI L LI A M BU R G , V A 231878795

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,800

CO LO RA DO COLLEGE
14 E CACHE LA POU DRE ST
COLORADO
SPRINGS,CO
80903

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,000

CRITICAL
REVIEW FOUNDATION
PO BOX 869
HELOTES, TX 78023

NONE

PUBLIC

GENERAL
SUPPORT

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,000

DELAWARE STATE UNIVERSITY

FOUNDATION
1200 NORTH DUPONT HIGHWAY
DOVER,DE
199012277

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,250

DONORS TRUST
109 NORTH HENRY ST
ALEX AND RA I, VA 22314

NONE

PUBLIC

EDUCATIONAL

PROJECT

25 ,000

DUKE UNIVERSITY
81 BEVERLY DRIVE
DURHAM,NC
27707

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,500

DUQUESNE
UNIVERSITY
600 FORBES AVENUE
PITTSBURGH,
PA 15282

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

17 ,000

FOUNDATION
FOR INDIVIDUAL
RIGHTS IN EDUCATION
601 WALNUT STREET
SUITE 510
PHILADELPHIA,PA
19106

NONE

PUBLIC

GENERAL
SUPPORT

FLORIDA GULF COAST

UNIVERSITY
FOUNDATION
1050 FGCU BOULEVARD
SOUTH
FORT MYERS,FL
33965

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

FLORIDA STATE UNIVERSITY

211 WESTCOTT
BUILDING
TALLAHASSEE,FL
323061470

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

CALIFORNIA
STATE UNIVERSITY
EAST BAY
25800 CARLOS BEE BLVD
HAYWARD,CA
94542

Total.

OPERATING

OPERATING

......3a

8,000

17 5,000

36 ,246

350,544

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

FOUNDATION
FOR ECONOMIC
EDU CATION
30 S BROADWAY
IRVINGTONONHUDSON,NY
10533

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,000

FRASER INSTITUTE
1770 BURRARD ST 4TH FLOOR
VANCOUVER,BRITISH
COLUMBIA

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

GEORGE FOX UNIVERSITY

414 N MERIDIAN
STREET
NEWBERG,OR
971322697

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

GEORGE MASON UNIVERSITY

FOUNDATION
4400 UNIVERSITY
DRIVE
FAIRFAX,VA
220304444

NONE

PUBLIC

GENERAL OPERATING
SUPPORT &EDUCATIONAL
PROGRAMS

GEORGE WASHINGTON
UNIVERSITY
805 21ST STREET NW
WASHINGTON,DC
20052

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15 ,000

GEORGIA COLLEGE & STATE

UNIVERSITY
231 W HANCOCK
ST
MILLEDGEVILLE,
GA 31061

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

GEORGIA STATE UNIVERSITY

FOUNDATION
ONE PARK PLACE SOUTH
ATLANTA,GA
30303

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15 ,000

GROVE CITY COLLEGE

100 CAMPUS DRIVE
3010
GROVE CITY,PA
16127

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

32,214

HAMPDEN-SYDNEY
COLLEGE
1 COLLEGE ROAD
HAMPDEN SYDNEY,VA
23943

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

16 ,000

HANOVER
COLLEGE
POBOX108
HANOVER,IN
47243

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,500

HENDERSON
STATE UNIVERSITY
FOUNDATION
1100 HENDERSON
STREET
ARKADELPHIA,AR
719990001

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,515

HILLSDALE
COLLEGE
33 ECO LLEGE STREET
HILLSDALE,MI
49242

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

26 ,000

INDIANA
UNIVERSITY
107 S INDIANA
AVENUE
BLOOMINGTON,IN
474057000

NONE

PUBLIC

REFUND OF UNUSED
FROM 2009 GRANT

INSTITUTE
FOR HUMANE
3301 N FAIRFAX DR
SUITE 440
ARLINGTON,VA
22201

NONE

PUBLIC

GENERAL
SUPPORT

150,000

CA

GEORGIA TECH RESEARCH

505 TENTH STREET
ATLANTA,GA
303320420

Total.

CORP

STUDIES

FUNDS

OPERATING

......3a

6,500

3,667,144

-2 ,4 0 0

2,159,500

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

JACK MILLER CENTER

111 PRESIDENTIAL
BLVD
146
PHILADELPHIA,PA
19004

NONE

PRIVATE

EDUCATIONAL

PROGRAMS

JACKSONVILLE
STATE
UNIVERSITY
FOUNDATION
700 PELHAM ROAD NORTH
JACKSONVILLE,AL
36265

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

JAMES MADISON
PO BOX 37460
TALLAHASSEE,FL

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

JAMES MADISON
UNIVERSITY
FOUNDATION
800 SOUTH MAIN STREET
HARRISONBURG,VA
22807

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

LA SIERRA SCHOOL OF BUSINESS

601 S MAIN STREET
CORONA,CA
91720

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

LAKELAND
POBOX359
S H E BO Y GA N , WI

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

LOYOLA UNIVERSITY
CHICAGO
1032 W SHERIDAN
RD
CHICAGO,
IL 60660

NONE

PUBLIC

REFUND OF UNUSED
FROM 2009 GRANT

LOYOLA UNIVERSITY
NEW
ORLEANS
6363 ST CHARLES AVENUE
NEWORLEANS,LA
70118

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

LOUISIANA
STATE UNIVERSITY
FOUNDATION
3838 WEST LAKESHORE
DRIVE
BATON ROUGE,LA
70803

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,340

MARKET BASED MANAGEMENT

INSTITUTE
4111 EAST 37TH ST N
WICHITA,
KS 67220

NONE

PRIVATE

GENERAL
SUPPORT

MERCER UNIVERSITY
1400 COLEMAN
AVENUE
MACON,GA
31207

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10,500

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15,340

UNIVERSITY
OF MICHIGAN
503 THOMPSON
STREET
ANN ARBOR,MI
48109

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,6 0 7

MICHIGAN
STATE UNIVERSITY
304 SOUTH CASE HALL
EAST LANSING,MI
48825

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,6 50

INSTITUTE
32303

12,705

530820359

LIN DENWOOD
209 W KINGSHIGHWAY
SAINT CHARLES,MO

63301

METROPOLITAN
STATE
DENVER FOUNDATION
1512 LARIMER STREET
SUITE 900
DENVER, CO 802178424

Total.

250,000

COLLEGE

FUNDS

OPERATING

......3a

-1,316

145,000

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

MIDWESTERN
STATE UNIVERSITY
FOUNDATION
3 4 1 0 TA FT BL V D
WICHITA
FALLS, TX 76308

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,800

MILLIGAN
COLLEGE
PO BOX 500
MILLIGAN
COLLEGE,TN

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

3,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

45 ,480

MONTANA
STATE UNIVERSITY
3070 LIN FIELD HALL
BOZEMAN,MT
597170292

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

18,000

MONTCLAIR
STATE UNIVERSITY
FOUNDATION
1 NORMAL AVENUE
MONTCLAIR,
NJ 07043

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,000

MOREHEAD
STATE UNIVERSITY
202 HOWELL-MCDOWELL
BLDG
MOREHEAD,KY
40351

NONE

PRIVATE

GENERAL SUPPORT
RESEARCH

NA TIO NA L REVIEW INSTITUTE

233 PENNSYLVANIA
AVE SE 3RD
FLOOR
WASHINGTON,DC
20003

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

NATIONAL
UNIVERSITY
11255 NORTH TORREY
LA JOLLA,CA
92037

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10,500

NETWORK OF ENLIGHTENED
WOMEN
1210 MASSACHUSETTS
AVE NW
WASHINGTON,DC
20005

NONE

PUBLIC

GENERAL
SUPPORT

NEW YORK UNIVERSITY

19 W 4TH STREET 6FL
NEWYORK,NY
10012

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

NORTH CAROLINA
STATE
UNIVERSITY
CAMPUS BOX 7001
RA LEIGH, NC 276957001

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,000

NORTHEASTERN
STATE
UNIVERSITY
TAHLEQUAH
705 N GRAND
TAHLEQUAH,OK
74464

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,400

NORTHERN ILLINOIS
RESEARCH
FOUNDATION
1425 WEST LINCOLN
HWY
DEKALB, IL 601152828

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

NORTHWEST
OKLAHOMA
STATE
UNIVERSITY
FOUNDATION
709 OKLAHOMA
BLVD
ALVA,OK
73717

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

3,000

NORTHWOOD
UNIVERSITY
CAMPUS
1114WFM
1382
CEDAR HILL, TX 751041204

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,000

37682

MASSACHUSETTS
INSTITUTE
TECHNOLOGY
77 MASSACHUSETTS
AVENUE
CAM BRIDGE, MA 021394301

Total.

PINES

OF

FOR

9,300

RD

-TEXAS

OPERATING

......3a

2,500

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

NORTHWOOD
UNIVERSITY
4000 WHITING
DRIVE
MIDLAND,
MI 48640

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

NOVIM GROUP
2831 GARBER ST
BERKELEY, CA 94705

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

OGLETHORPE
4484 PEACHTREE
RD NE
ATLANTA,GA
30319

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

OHIO UNIVERSITY
PO BOX 869
ATHENS,OH
45701

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

OHIO UNIVERSITY
FOUNDATION
BENTLEY ANNEX 415
ATHENS,OH
45701

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14 ,000

PEPPERDINE
UNIVERSITY
24255
PACIFIC
COAST
MALIBU,CA
902634819

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

18,950

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

NONE

PUBLIC

GENERAL
SUPPORT

PHILLIPS
FOUNDATION
ONE MASSACHUSETTS
AVE NW
SUITE 620
WASHINGTON,DC
20001

NONE

PRIVATE

EDUCATIONAL

PROGRAMS

25 ,000

PHILLIPS
SCHOOL OF BUSINESS
HIGH POINT UNIVERSITY
833 MONTLIEU
AVENUE
HIGH POINT,NC
27262

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

2,000

PRES BYTE RIAN COLLEGE

503 SOUTH BROAD STREET
CLINTON,SC
29325

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

2,200

PROVIDENCE
COLLEGE
SOWA HALL 236
PROVIDENCE,
RI 02918

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,250

REGENT UNIVERSITY
1000 REGENT UNIVERSITY
DR
VIRGINIA
BEACH,VA
234649800

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

RESEARCH FOUNDATION
OF THE
STATE UNIV OF NEW YORK
101 BROAD STREET
PLATTSBURGH,
NY 12901

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

12,000

RHO DES COLLEGE

2000 N PARKWAY
MEMPHIS,TN
38112

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

28,000

ROBERT MORRIS UNIVERSITY

6001 UNIVERSITY
BOULEVARD
MO O N TOWNSHIP,
PA 151081189

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

1,500

Total.

OPERATING

......3a

40 ,000

150,000

25 ,000

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

ROCKFORD COLLEGE
5050 EAST STATE STREET
ROCKFORD,IL
61108

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

ROOSEVELT
430 S MICHIGAN
AVENUE
CHICAGO,
IL 60605

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,950

ROYAL INSTITUTION
FOR ADV OF
LEARNING
855 SHERBROOKE
ST W
MONTREAL,QUEBEC
QC HCA2T7
CA

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

RYAN FOUNDATION
805 BROWER ROAD
WAYNE,PA
19087

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,500

SAGINAW
VALLEY STATE
UNIVERSITY
7400 BAY RD BROWN 342
UNIVERSITY
CENTER,MI

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

4,940

SALISBURY
UNIVERSITY
FOUNDATION
PO BOX 2655
SALISBURY,
MD 218022655

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

12,000

SALVATION
ARMY
615 SLATERS LANE
ALEXANDRIA,VA
22313

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

50 ,000

SAN JOSE STATE UNIVERSITY

ONE WASHINGTON
SQUARE
SANJOSE,CA
95192

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

16,500

SARAH LAWRENCE COLLEGE

1 MEAD WAY
BRONXVILLE,NY
10708

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,000

SETON HALL UNIVERSITY

400 SOUTH ORANGE AVENUE
SOUTH ORANGE,NJ
07079

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10,131

SKIDM O ORE COLLEGE

815 NORTH BROADWAY
SARATOGA
SPRINGS,NY

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

3,800

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

NONE

PU BLC

EDUCATIONAL

PROGRAMS

55 ,000

SOUTHERN
ILLINOIS
UNIVERSITY
FOUNDATION
1235 DOUGLAS
DRIVE
CARBONDALE,IL
629016805

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14,976

SOUTHERN
METHODIST
UNIVERSITY
PO BOX 750333
DALLAS,TX
752750333

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

800

ST CLOUD STATE
FOUNDATION
720 4TH AVENUE
SAINT CLOUD,MN

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,500

Total.

48710

12866

UNIVERSITY
SOUTH
563014498

......3a

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

STJOHN
FISH ER COLLEGE
3690 EAST AVENUE
ROCHESTER,NY
14618

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,000

ST JOHN'S UNIVERSITY
8000 UTOPIA
PARKWAY
QUEENS,NY
11439

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

22,000

ST LAWRENCE
UNIVERSITY
23 ROMO DA DRIVE
CANTON,NY
13617

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

STILLMAN
COLLEGE
PO BOX 1430
TUSCALOOSA,AL
35403

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

STONEHILL
COLLEGE
320 WASHINGTON
ST
EASTON,MA
02357

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

13,494

STUDENTS
FOR LIBERTY
POBOX17321
ARLINGTON,VA
22216

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

SUFFOLK UNIVERSITY
8 ASHBURTON
PL
BOSTON,MA
021082770

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

TEXAS STATE UINVERSITY-SAN

MARCOS
601 UNIVERSITY
DRIVE
SAN MARCOS,TX
78666

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

THE FUND FOR AMERICAN

STU DIES
1706 NEW HAMPSHIRE
AVE
WASHINGTON,DC
20009

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

80 ,000

THE KING'S COLLEGE

350 5TH AVENUE
SUITE 1500
NEWYORK,NY
10118

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

TRINITY
COLLEGE
300 SUMMIT
STREET
HARTFORD,CT
061063100

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,0 5 3

TROY UNIVERSITY
FOUNDATION
INC
216 ADAMS ADMINISTRATION
BLDG
TROY,AL
36082

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

UB FOUNDATION
SERVICES
216 ADAMS ADMINISTRATION
BLDG
TROY,AL
36082

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,960

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,000

ST VINCENT
300 FRASOR PURCHASE
LAT RO BE, PA 15650

ROAD

NW

INC

UNIVERSITY
OF ALABAMA
HUNTSVILLE
320 SPARKMAN
DRIVE NSSTC
4040
HUNTSVILLE,AL
35805

Total.

209,697

......3a

240,000

11,192,922

Form 990PF

Part XV Line 3 - Grants

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

Rec1p1ent
Name and address
business)
a

Paid dunng

and Contributions

(home or

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

UNIVERSITY
OF ALASKA
FAIRBANKS
PO BOX 7 55000
FAIRBANKS,
AK 9977 55000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,500

UNIVERSITY
FOUNDATION
1111 NORTH
TUSCON,AZ

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

512,445

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,855

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

UNIVERSITY
OF CALIFORNIA
LOS ANGELES
3250 SCHOOL OF PUBLIC AFFAIRS
LOS ANGELES,CA
900951656

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,500

UNIVERSITY
OF CALIFORNIA
RIVERSIDE
FOUNDATION
900 UNIVERSITY
AVENUE
RIVERSIDE,
CA 925210211

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15 ,000

UNIVERSITY
OF CENTRAL
ARKANSAS
FOUNDATION
UCRBOX4986
CONWAY,AR
720354986

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

UNIVERSITY
OF COLORADO
FOUNDATION
1305 UNIVERSITY
AVENUE
BOULDER,CO
80302

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

UNIVERSITY
OF DALLAS
1845 E NORTHGATE
DRIVE
IRVING, TX 75062

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

16 ,000

UNIVERSITY
OF DAYTON
300 COLLEGE PARK
DAYTON,OH
45469

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

15 ,000

UNIVERSITY
OF HOUSTON
4381 HARVEST LANE
HOUSTON,TX
772043011

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,3 7 5

UNIVERSITY
OF KENTUCKY
769 WOODLAND
AVE
LEXINGTON,KY
40526

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

2,000

UNIVERSITY
OF LOUISVILLE
2301 S 3RD ST
LOUISVILLE,KY
40292

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

31,0 5 5

UNIVERSITY
OF MAINE - MACHIAS
NINE OBRIEN AVENUE
MACHIAS,ME
046541321

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

OF ARIZONA
CHERRY
85719

AVENUE

UNIVERSITY
OF ARKANSAS
LITTLE ROCK
2801 SOUTH UNIVERSITY
AVE
LITTLE ROCK,AR
722041099
UNIVERSITY
OF CALIFORNIA
DAVIS
ONE SHIELDS AVENUE
DAVIS,CA
95616

UNIVERSITY
OF ILLINOIS
SPRINGFIELD
ONE UNIVERSITY
PLAZA
SPRINGFIELD,
IL 62703

Total.

......3a

5,17 5

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

UNIVERSITY
OF MISSOURI
COLUMBIA
904 VIRGINIA
AVENUE
COLUMBIA,MO
652111230

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14 ,000

UNIVERSITY
OF NORTH CAROLINA
- CHAPEL HILL
103 SOUTH BUILDING
CB 9100
CHAPEL HILL, NC 27599

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF NEBRASKA
OMAHA
6001 DODGE STREET
OMAHA,NE
681820210

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

10 ,000

UNIVERSITY
OF NEVADA RENO
FOUNDATION
1664 N VIRGINIA
STREET
RENO,NV
895570208

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,000

UNIVERSITY
OF NOTRE DAME
400 MAIN BUILDING
NOTRE DAME,IN
46556

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,650

UNIVERSITY
OF OKLAHOMA
729 ELM AVENUE
NORMAN,OK
730190390

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

3,000

UNIVERSITY
OF SAN DIEGO
5998 ALCALA
PARK
SAN DIEGO, CA 92110

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,317

UNIVERSITY
OF SOUTH FLORIDA
FOUNDATION
4202 E FOWLER AVENUE ALC100
TAMPA,FL
33620

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF TEXAS AT EL
PASO
500 W UNIVERSITY
DRIVE
EDINBURG, TX 79968

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,4 7 5

UNIVERSITY
OF TEXAS PAN
AMERICAN
FOUNDATION
1201 W UNIVERSITY
DRIVE
EDINBURG, TX 785392909

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

18,300

UNIVERSITY
OF WASHINGTON
BOX 353330
SEATTLE, WA 981953530

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,000

UNIVERSITY
OF WEST FLORIDA
FOUNDATION
INC
11000 UNIVERSITY
PARKWAY
PENSACOLA,
FL 32514

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

7 ,500

UNIVERSITY
OF WISCONSIN
CLAIRE
105 GARFIELD AVE
EAU CLAIRE,WI
547024004

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,500

UNIVERSITY
OF WISCONSIN
MADISON
500 LINCOLN
DRIVE
MADISON,
WI 53706

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

5,400

UNIVERSITY
OF RICHMOND
28 WESTHAMPTON
WAY
RICHMOND,
VA 23173

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

11,6 7 5

Total.

EAU

......3a

11,192,922

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

a

Paid dunng

(home or business)

and Contributions

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

Paid During the Year or Approved

Foundation
stat us of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

the year

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

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

UTAH STATE UNIVERSITY

1400 0 LD MAIN HI
LOGAN,UT
843221400

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

WAKE FOREST UNIVERSITY

1834 WAKE FOREST ROAD
WI N ST O N SA LE M , N C 27106

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,810

WESLEYAN
4760 FORSYTH ROAD
MACON,GA
31210

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

9,000

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

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

27 2,100

WESTERN KENTUCKY UNIVERSITY

FOUNDATION
1906 COLLEGE HEIGHTS
BLVD
BOWLING GREEN, KY 42101

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

WHITMAN
COLLEGE
345 BOYER AVENUE
WALLA WALLA, WA 99362

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

6,000

WI N ST O N - SA LE M ST A T E
UNIVERSITY
601 MARTIN LUTHER KING DRIVE
WI N ST O N SA LE M , N C 27110

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

8,500

WMU FOUNDATION
1903 W MICHIGAN
AVENUE
KA LAM A ZOO, MI 490085403

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

14 ,090

YESHIVA
UNIVERSITY
500 WEST 185TH STREET
NEWYORK,NY
10033

NONE

PUBLIC

EDUCATIONAL

PROGRAMS

20 ,000

GREATER WICHITA
YMCA
3330 N WOODLAWN
WICHITA,
KS 672202202

NONE

PUBLIC

GENERAL
SUPPORT

Total.

9,851

170,000

OPERATING

......3a

5,000

11,192,922

Form 990PF

Part XV Line 3b - Grants

Rec1p1ent

Name and address

b Approved

for future

(home or business)

and Contributions

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

Approved
Foundation
stat us of
rec1p1ent

for Future

Payment

Purpose of grant or
contribution

A mount

payment

FLORIDA
STATE UNIVERSITY211
WESTCOTT
BUILDING
TALLAHASSEE,FL
323061470

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

1,043,000

GEORGE MASON UNIVERSITY

FOUNDATION4400
UNIVERSITY
DRIVE
FAIRFAX,VA
22030

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

350,500

SUFFOLK UNIVERSITY8
ASHBURTON
PLACE
BOSTON,MA
02108

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

7 5 ,8 39

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

600,000

UTAH STATE UNIVERSITYUTAH

STATE UNIVERSITY
LOGAN,UT
84322

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

250,000

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

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

200,000

CLEMSON
UNIVERSITY165
HA LL
BOX 341301
CLEMSON,SC
296341301

NONE

PUBLIC

EDUCATIONAL
PROGRAMS

500,000

UNIVERSITY
OF ARIZONA
FOUNDATION1111
N CHERRY
PO BOX 210109
TUSCON,AZ
857210109

Total.

AVE

SIRRIE

......3b

3,019,339

lefile

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I As Filed

DLN:934913190134511

Data -

TY 2010 Accounting Fees Schedule

Name:
EIN:
Category

ACCOUNTING

FEES

INVESTMENT
ACCTG
SERVICES
FEES

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

Amount

Net Investment
Income

149,650
36,727

Adjusted Net
Income

Disbursements for
Charitable
Purposes
201,480

36,727

lefile

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TY 2010 Depreciation

I As

Filed

of this document,

Data -

please

select

DLN:93491319013451
landscape

mode

(11"

x 8.5")

when

printing.

Schedule
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
TY 2010

Depreciation

Description
Property

of

Schedule
Date
Acquired

Cost or Other
Basis

Prior Years'
Depreciation

Computation

Method
Life(#

Current Year's
Depreciation
Expense

Rate/
of years)

OFFICE EQUIPMENT

2010-01-01

366,620

94,736

SL

73,364

OFFICE EQUIPMENT

2010-01-01

46,659

3,806

SL

3,806

OFFICE FURNITURE

2010-01-01

270,325

43,423

SL

33,835

UNIMPROVED LAND

1988-05-13

3,377,694

LEASEHOLDIMPROVE

2010-01-01

1,000,652

OFFICE EQUIPMENT

40,286

L
218,268

SL
SL

200, 130
5

10,670

Net Investment
Income

Adjusted
Net
Income

Cost of Goods
Sold Not
Included

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TY 2010 Expenditure Responsibility Statement

Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Grantee's

Name

Grantee's

Address

Grant Date

Grant
Amount

Grant Purpose

Amount
Expended By
Grantee

Any
Diversion By
Grantee?

Dates of Reports By
Grantee

Date of
Verification

Results of Verification

JACK MILLER
CENTER

111 PRESIDENTIAL
BOULEVARD SUITE 1
PHILADELPHIA, PA
19004

2010-06-04

250,000

SUPPORT FOR WEEK-LONG

SUMMER INSTITUTE
PROGRAM CONDUCTED BY
THE CENTER

250,000

NO

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

THE GRANTOR HAS NO REASON TO DOUBT THE

ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

MARKET-BASED
MANAGEMENT
INSTITUTE

4111 E 37TH STREET

N
WICHITA, KS 67220

2010-07-26

145,000

GENERAL OPERATING
SUPPORT

145,000

NO

10/27/2011
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE

ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

THE PHILLIPS
FOUNDATION

ONE MASSACHUSSETS
AVENUE NW SUITE
WASHINGTON, DC
20001

2010-05-26

25,000

SUPPORT FELLOWSHIP
PROGRAM

8,650

NO

12/22/2010
FULL
REPORT OF ALL GRANT
EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE

ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

MOREHEAD STATE
UNNERSITY

202 HOWELLMCDOWELL BLDG

MOREHEAD, KY
40351

2010-11-30

9,300

RESEARCH FELLOWSHIP

1, 750

NO

11/02/2011
FULL
REPORT OF ALL GRANT
EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE

ACCURACY OR RELIABILITY OF THE REPORT
FROM THE GRANTEE, THEREFORE, NO
INDEPENDENT VERIFICATION OF THE REPORTS
WERE MADE

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I As Filed

DLN:934913190134511

Data -

TY 2010 General Explanation Attachment

Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Identifier

SUMMARY OF
DIRECT
CHARITABLE
ACTIVITIES

Return
Reference

Explanation

FORM 990KOCH ASSOCIATES PROGRAM During 2010 the Charles G Koch Charitable Foundation sponsored rrore than
PF, PART IX- 145 1nd1v1duals
to part1c1pate1nthe Koch Associate Program 27 Washington, DC area charitable organ1zat1ons
A
and 23 charitable organ1zat1ons outside of Washington, DC were partners 1nthe program The Koch
Associate Program was established to 1dent1fypotential future leaders and entrepreneurs interested 1nliberty
and help them develop the know ledge, skills, and experience necessary for careers 1nthe nonprofit sector,
1nclud1ngcareers w 1thmarket-oriented think tanks, policy 1nst1tutes,and other educational 1nst1tut1onsFor rrore
1nformat1onon this program, please v1s1tthe Foundation's w ebs1te at www cgkfoundat1on org KOCH
INTERNSHIPPROGRAM During 2010 the Charles G Koch Charitable Foundation sponsored rrore than 67
1nd1v1duals
to part1c1pate1nthe Koch Internship Program The Charles G Koch Charitable Foundation Internship
Program was established to develop the next generation of liberty-minded leaders, educators, and
entrepreneurs Over the course of the program, Interns engage 1nresearch and educational act1v1t1esw h1le
learning and applying Market-Based Management For rrore 1nformat1onon this program, please v1s1tthe
Foundation's w ebs1te at www cgkfoundat1on org

lefile

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TY 2010 Investments

I As Filed

DLN:934913190134511

Data -

- Other Schedule
Name:

CHARLES G KOCH CHARITABLE

FOUNDATION

EIN: 48-0918408
Category/

Item

Listed at Cost or
FMV

End of Year Fair

Market Value

Book Value

6,873,232

7,454,202

FMV

53,295

322,199

EXCELSIOR ABSOLUTE FUND

FMV

52,714

99,039

ELLIOT INTERNATIONAL FUND

FMV

5,000,000

5,060,205

HIGHLAND COMMINGLED FUND

FMV

10,000,000

11,260,169

MPAM FUND

FMV

35,000,000

35,277,446

PILOT TRAVEL CENTERS

FMV

9,860,928

10,000,000

PIMCO FUND

FMV

26,345,344

27,675,757

WEBER STEPHEN PRODUCTS

FMV

24,750,000

25,083,333

OTHER INVESTMENTS

FMV

ZAZOVE FUND

FMV

EATON VANCE FUND

lefile

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I As

Filed

DLN:934913190134511

Data -

TY 2010 Land, Etc. Schedule

Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Category

/ Item

Cost/ Other
Basis

Accumulated
Depreciation

Book Value

OFFICE EQUIPMENT

366,620

168,100

198,520

OFFICE EQUIPMENT

46,659

7,612

39,047

OFFICE FURNITURE

270,325

77,258

193,067

1,000,652

418,398

582,254

40,286

10,670

29,616

LEASEHOLD IMPROVE
OFFICE EQUIPMENT

End of Year Fair

Market Value

lefile

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I As

Filed

DLN:934913190134511

Data -

TY 2010 Legal Fees Schedule

Name:
EIN:
Category

LEGAL

SERVICES

CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

Amount

Net Investment
Income
7,301

Adjusted Net
Income

Disbursements
Charitable
Purposes

for

7 ,876

lefile

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I As Filed

DLN:934913190134511

Data -

TY 2010 Other Expenses Schedule

Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Description

Revenue and Expenses

per Books

Net Investment
Income

Adjusted

Net Income

Disbursements for
Charitable Purposes

52,8 50

52,8 50

9,659

9,659

2,764

2,764

SUPPLIES

47,196

47,196

TELEPHONE

28,215

28,4 56

IN SU RANCE
POSTAGE

& DELIVERY

BANK FEES

MEMBERSHIP

&DUES

AWARDS/INCENTIVES
MISCELLANEOUS

6,498

6,498

10 ,266

10 ,266

65

65

lefile

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TY 2010 Other Income

I As

Filed

DLN:934913190134511

Data -

Schedule
Name:

CHARLES G KOCH CHARITABLE FOUNDATION

EIN: 48-0918408
Description

OTHER INCOME - LAND RENT

OTHER INCOME-INVESTMENTS

Revenue And
Expenses Per Books

Net Investment
Income

540
1,628,304

1,628,304

Adjusted

Net Income

lefile

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I As Filed

DLN:934913190134511

Data -

TY 2010 Other Professional Fees Schedule

Name:
EIN:
Category

PROFESSIONAL
FEES

LAND

MANAGEMENT

MAINTENANCE

WEBSITE

FEES

FEES

KAP
CORPORATE
OTHER

FILING

48-0918408

Amount

CONSULTING

INVESTMENT
FEES

CHARLES G KOCH CHARITABLE FOUNDATION

FEES

PROFESSIONAL

FEES

Net Investment
Income
86,581

Adjusted Net
Income

Disbursements for
Charitable
Purposes
103,082

53,156

53,156

1,494

1,494

72,113

72,113

593,673

578,141

363

410

100,591

100,841

RECRUITING

FEES

12,537

12,537

TEMPORARY

HELP

31,910

31,910

2,797

2,797

10,500

10,500

4,871

4,871

18,719

20 ,240

ADVERTISING

FEES

SPEAKER

FEES

ON-LINE

SERVICE

EQUIPMENT/MA

FEES

INT EN AN CE

lefile

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I As Filed

DLN:934913190134511

Data -

TY 2010 Taxes Schedule

Name:
EIN:
Category

FEDERAL

EXCISE

TAXES

VA BUSINESS

PROPERTY

48-0918408
Amount

Net Investment
Income

Adjusted Net
Income

Disbursements for
Charitable
Purposes

203,316

TAX

REAL ESTATE

CHARLES G KOCH CHARITABLE FOUNDATION

0
78

TAX

24 ,194

78

0
24 ,194

Additional Data

Software
Software

ID:

Version:
EIN:
Name:

Form 990PF Part VIII

compensation
(a) Name

Line 1 - List all officers,

and address

(b) Title,
hours
devoted

CHARLESCHASE KOCH
PO BOX 2256
WICHITA,
KS

DIRECTOR

DIRECTOR

DIRECTOR/
CHAIRMAN

TREASURER

RD SUITE

ASSISTANT
SECRETARY

1 0

SECRETARY
RD SUITE

1 0

22201
VICE
RD SUITE

PRESIDENT

1 0

22201
PRESIDENT/DIRECTOR

N COURTHOUSE

ARLINGTON,VA

22201

RICHARD H FINK

1515
200

672012256

N COURTHOUSE

ARLINGTON,VA

1 0

KEVIN L GENTRY

1515
200

(e) Expense account,

other allowances

1 0

672012256

N COURTHOUSE

ARLINGTON,VA

(d) Contributions
to
employee
benefit
plans
and deferred
compensation

(c) Compensation

(If not paid, enter

-0-)

672012256

BRIAN MENKES

1515
200

and their

1 0

N COURTHOUSE

ARLINGTON,VA

managers

672012256

JOY RAUM

1515
200

foundation

1 0

VONDA HOLLJMAN
PO BOX 2256
WICHITA,
KS

trustees,

672012256

CHARLESG KOCH
PO BOX 2256
WICHITA,
KS

CHARLES G KOCH CHARITABLE FOUNDATION

1 0

ELJZABETHB KOCH
PO BOX 2256
WICHITA,
KS

and average
per week
to pos1t1on

DIRECTOR

ELJZABETHROBINSON KOCH
PO BOX 2256
WICHITA,
KS

directors,

48-0918408

22201

RD SUITE

1 0