Sie sind auf Seite 1von 46

efile GRAPHIC

rint - DO NOT PROCESS

For calendar

year

DLN:93491321017774
OMB No 1545-0052

Return of Private Foundation

Form990-PF
Department
oftheTreasury
InternalRevenue
Service

As Filed Data -

or Section

4947(a)(1)

Trust Treated

as Private

Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the
IRS cannot redact the information on the form.
~ Information
about Form 990-PF and its instructions is at www.irs.gov/form990pf.

2013,

or tax year

beginning

01-01-2013

, and ending

Name of foundation
CHARLESKOCH FOUNDATION

2013
Open to Public
Inspection

12-31-2013

A Employer identification

number

48-0918408
% KARAWORTHINGTON
Number and street (or PO box number 1fma1l 1snot delivered to street address)
PO BOX2256
Suite

B Telephone number (see 1nstnuct1ons)

Room/suite

(316) 828-6847

City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS 672012256

r In1t1al return
r Final return
r Address change

r In1t1al return of a former public charity


r A mended return
r Name change
H Check type of organ1zat1on
P"Section 501(c)(3) exempt private foundation
r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation
J Accounting
method
r Cash P"Accrual
I Fair market value of all assets at end
of year (from Part II, col. (c),
r
Other (specify)
!me 16),..$ 442,205,287
G Check a II that apply

C If exemption application 1spending, check here

D 1. Foreign organizations, check here

2. Foreign organizations meeting the 85% test,

check here and attach computation


E If private foundation status was terminated
under section 507( b)( l)(A), check here
F

If the foundation 1sin a 60-month temnmat1on


under section 507( b)( 1)( B), check here

(Part I, column (d) must be on cash basis.)

l:a-11
1
2

Analysis

Contributions,
schedule)

gifts, grants,

1fthe foundation

Check ....
Sch

4'

;
:r;
~

Ci::

on savings

D1v1dends and interest

Sa

Gross

6a
b

Net rental

income

Net gain or (loss)

Net short-term

Income

capital

Gross sales
allowances

less returns

profit or (loss)

(attach

11

Other

income

schedule)

12

Total. Add lines 1 through

(attach

4'

15

!::

16a

Legal fees (attach

t.-:

Other

i::

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

-::::::
!::

,:::;

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

18

Taxes

t
0

(attach

Deprec1at1on

20
21

Travel,

22

Printing

23

Other

schedule).

fees (attach

schedule)
(attach

conferences,

schedule)

(see 1nstruct1ons)

schedule)

and depletion

(attach

schedule)

1,859,115

1,859, 115

400,295

401,085

1,603,303

915,438

144,602

26,430

3,326

gifts, grants

687,865

-159,014

261,064

281,028

10,909

10,909

27,321

43,071

941,868

3, 152, 100

941,868

27, 712,608

27,343,987

paid.

Subtract

28,041

-159,014

4,178,962

27

expenses.

23

Total expenses and disbursements.


25

Add lines 24 and

24,560,508

31,522,949

line 26 from line 12

Excess of revenue over expenses and disbursements

Net investment

Adjusted

For Paperwork

12,716,380

28,041

and meetings.

Total operating and administrative

Contributions,

181,048,911

and publ1cat1ons
expenses

1,857

etc

benefits

26

trustees,

3,378

schedule).

Add lines 13 through

25

5,066, 135

11

and wages

professional

Occupancy

24

3,042,702

5,066, 135

not on line 10

salaries

fees (attach

19

:.....

3,042,702

schedule)

directors,

plans, employee

Accounting

Interest

4,605,686

on line 6a

of officers,

employee

17

4,605,686

and

Pension

:.....

cash investments

Cost of goods sold

Other

>

to attach

mod1f1cat1ons

14

p
,:::;

for charitable
purposes
(cash basis only)

168,331,010

gain

Less

4'

income

(from Part IV, line 2)

Gross

Li.I

(c) Adjusted net


income

or (loss)

)(

(b) Net investment

expenses per
books

from securities.

gain net income

13

(d) Disbursements

(a) Revenue and

(attach

1s not required

Gross sales price for all assets


98, 710, 751
Capital

,fl

received

from sale of assets

Compensation

,fl

(The

rents

10a

etc,

and temporary

and Expenses

Interest

of Revenue

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


necessanly equal the amounts m column (a) (see
mstmctwns) )

'
'
'
'
'

income (1f negative,

net income (1f negative,

149,525,962
11,774,512

enter -0-)

enter -0-)

Reduction Act Notice, see instructions.

Cat

No 11289X

Form

990-PF

(2013)

Page 2
End of year
(b) Book Value
(c) Fair Market Value

Form 9 9 O- P F ( 2 O 1 3 )

l:F-TillU
Balance

Sheets

Cash-non-interest-bearing.

Savings

and temporary

Accounts

Less

Pledges

Less

receivable

allowance

receivable

Grants

Receivables

'-""

accounts

....

due from officers,


(attach

notes and loans receivable


for doubtful

9,310,290

9,310,290

72,101

4,692,913

4,692,913

86,638

262,218

262,218

and other

(attach

schedule)

....

....

for sale or use

expenses

Investments-Li

and deferred

charges

S and state government

obl1gat1ons (attach

stock

(attach

schedule).

Investments-corporate

bonds (attach

schedule).

Investments-land,

bu1ld1ngs, and equipment

Less

deprec1at1on (attach

accumulated

13

Investments-other

14

Land, bu1ld1ngs, and equipment


accumulated

3,377,694

basis ....

schedule)

schedule)

....

schedule)

Other assets

16

Total assets (to be completed

(describe

18

Grants

payable

19

Deferred

20

Loans from officers,

3,377,694

2,455,694

186,067,154

402, 104,406

425, 142,402

8,306

8,306

.... 8,329

schedule)

11,631

....

)
by all filers-see

the
267, 770,453

Also, see page 1, item I)

Accounts

16,635

basis ....

deprec1at1on (attach

17

3,377,694

loans
(attach

15

and accrued

expenses

payable

420,089,291

159,554

170,231

1,938,471

4, 720,670

2,098,025

4,890,901

265,672,428

415, 198,390

265,672,428

415, 198,390

267, 770,453

420,089,291

442,205,287

revenue

Mortgages
Other

77,727,198

(see 1nstruct1ons)

accounts

Investments-mortgage

23

trustees,

schedule)

12

..0 21
,r.:;
..:i 22

directors,

allowance

1nstruct1ons

Q)

333,464

....

for doubtful

Less

Less

e
-

....

Investments-corporate

11

,fl

accounts

Other

Prepaid

10a

333,464

receivable

Inventories

'-"" 8

m
'-"" 9

428,037

4,692,913

....

d1squal1f1ed persons

cash investments

for doubtful

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 )

directors,

trustees,

and other notes payable

l1ab1l1t1es (describe

and other d1squal1f1ed persons

(attach

schedule)

....

Total liabilities (add lines 17 through

22)

Foundations that follow SFAS 117, check here ....

p-

and complete lines 24 through 26 and lines 30 and 31.


,fl

Q)

24

Unrestricted

,r.:;

25

Temporarily

,r.:;

26

Permanently

!::

ca

restricted
restricted

!::

and complete lines 27 through 31.

,__
0 27

Capital

,fl

Pa1d-1n or capital

u..

$,fl
,fl

....

Foundations that do not follow SFAS 117, check here

-::::::

28
29

stock,

Retained

trust

earnings,

principal,

surplus,

or current

or land, bldg,

accumulated

income,

funds
and equipment
endowment,

...:r 30

Total net assets or fund balances (see page 1 7 of the

1nstruct1ons).

31

Total liabilities and net assets/fund

'

fund
or other funds

balances (see page 1 7 of

the 1nstruct1ons)

fflfOI
1

Analysis
Total

of Changes

net assets

with end-of-year

in Net Assets or Fund Balances

or fund balances
figure reported

at beg1nn1ng of year-Part
on prior year's

II, column

(a), line 30 (must agree

return)

Enter amount from Part I, line 27a

Other

Add lines 1, 2, and 3

increases

Decreases

Total

not included

not included

net assets

265,672,428

149,525,962

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

4
5

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

or fund balances

at end of year (line 4 minus line 5)-Part

415,198,390

II, column

(b), line 30

415,198,390
Form 990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

Page

Gams an d Losses f or Tax on Investment

l:F-Till"t Capita

(b) How acquired

(a) List and describe

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


brick warehouse, or common stock, 200 shs MLC Co)

2-story

Income
(d) Date sold

(c) Date acquired

P-Purchase
D-Donat1on

(mo,

day, yr)

(mo,

day, yr)

EFPRP - SHORT TERM

la

EFPRP - LONG TERM

b
c

d
e

(g) Cost or other basis

(f) Deprec1at1on allowed


(or allowable)

(e) Gross sales price

plus expense

(h) Gain or (loss)


(e) plus (f) minus (g)

of sale

79,906,377

74,134,163

18,804,374

19 ,510 ,4 53

5,772,214
-706,079

d
e
Complete

only for assets

showing

gain 1n column

(h) and owned by the foundation

(j) AdJusted basis


asof12/31/69

(i) FM V asof12/31/69

on 12/31/69

(I) Gains (Col (h) gain minus


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

(k) Excess of col (1)


over col (J), 1f any

5,772,214

-706 ,079

b
c

d
e

Capital

Net short-term

gain net income or (net capital


capital

gain or (loss)

as defined

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


1n Part I, line 8

..

ifliA"4

Quahf1cat1on

Under Section

(For optional

use by domestic

private

If section

4940(d)(2)

applies,

If gain, also enter 1n Part I, line 7


If (loss), enter -0- 1n Part I, line 7

1n sections

1222(5)

(c) (see 1nstruct1ons)

4940(e)

foundations

If (loss),

enter -0-

for Reduced Tax on Net Investment

subJect to the section

5,066,135

and (6)

4940(a)

tax on net investment

Income
income)

leave this part blank

Was the foundation liable for the section


If "Yes," the foundation does not qualify

1 Enter the appropriate

loss)

amount

1n each column

(a)

for each year, see page 18 of the 1nstruct1ons

(b)

Base period years Calendar


year (or tax year beginning in)

amount of any year 1n the base period7


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

Adjusted qualifying d1stnbut1ons

before making

P-

Yes

No

any entries
(d)

(c)
Net value of nonchantable-use assets

D1stnbut1onratio
(col (b) d1v1dedby col (c))

2012

17 ,610 ,096

2 16 ,4 3 2, 7 8 8

0 081365

2011

20,955,082

215,815,197

0 097097

2010

18,901,264

2 0 3 ,4 6 8 ,6 8 3

0 092895

2009

19,551,962

155,141,798

0 126026

2008

15,476,965

170,704,588

0 090665

Total of line 1, column

0 488048

Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by
the number of years the foundation has been 1n existence 1f less than 5 years

0 09761

Enter the net value ofnoncharitable-use

245,361,154

Multiply

23,949,702

Enter 1% of net investment

Add lines 5 and 6.

Enter qual1fy1ng d1stribut1ons

from Part XII,

If line 8 1s equal to or greater


the Part VI 1nstruct1ons

than line 7, check the box 1n Part VI, line 1 b, and complete

(d).

assets

for 2013

from Part X, line 5.

line 4 by line 3.

income

(1% of Part I, line 27b).

line 4.

117,745

24,067,447

27,712,608

that part using a 1 % tax rate


Form

See

990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

l:J.fiifJI
Exempt

la

page

Excise Tax Based on Investment


operating

foundations

Income (Section 4940(a),

described

1n section

4940(b),

4940 (d)(2 ), check

4940(e),

here ....

or 4948-see

page 18 of the instructions)


'

and enter "N/A"

on line 1
Date of ruling or determ1nat1on
instructions)

Domestic

foundations

here .... p-and

letter

(attach

that meet the section

4940 (e) requirements

Tax under section


enter -0-)

1n Part V, check

Exempt

494 7(a)(l)

foreign organ1zat1ons

trusts

and taxable

enter 4% of

foundations

only

Others

Subtitle A (income)
enter -0-)

Tax based on investment

Credits/Payments
estimated

section

3
tax (domestic

section

4947(a)(l)

trusts

and taxable

foundations

only

2013

tax payments

Exempt

and 2012

Tax paid with appl1cat1on for extension

Backup w1thhold1ng erroneously

foreign organ1zat1ons-tax

credited

to 2013

Total

Enter any penalty for underpayment

Tax due. If the total ofl1nes

6a

at source

300,000

oft1me to file (Form 8868)

6c

5 5,000

6d

Add lines 6a through

6d.

of estimated

tax

7
Check

here

1f Form 2220

1s attached

Enter the amount

....
....
....

5 and 8 1s more than line 7, enter amount owed.

of line 10 to be Credited to 2014 estimated tax....

Part VII-A
Statements
Regarding Act1v1t1es
la
During the tax year, did the foundation attempt to influence
1t part1c1pate or intervene

state,

357

9
236,898

10

11

or local leg1slat1on or did

Yes

1n any pol1t1cal campa1gn7

Did 1t spend more than $100


the 1nstruct1ons

236,898 Refunded

any national,

355,000

If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid.

11

117,745

6b

withheld.

and payments

overpayment

withheld

Overpayment.

117,745

Others

line 4 from line 3 If zero or less, enter -0-.

income. Subtract

10

117,745

'

enter 2% of line 27b

511 (domestic

Add lines 1 and 2.

if necessary-see

enter 1% of Part I, line 27b

All other domestic foundations


Part I, line 12, col (b)

credits

copy of letter

during the year (either

directly

or 1nd1rectly) for pol1t1cal purposes

No

la

No

lb

No

le

No

No

No

4a

No

(see page 19 of

for def1n1t1on)7

If the answer is "Yes" to la or lb, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals
published

D 1d the foundation

Enter the amount

with the act1v1t1es.

file Form 1120-POL for this yea r7.


(1fany)

(1) On the foundation

by the foundatJOn 1n connection

or d1stnbuted

of tax on pol1t1cal expenditures

Enter the reimbursement

(1f any) paid by the foundation

on foundation

.... $

managers

Has the foundation

engaged

(section

O (2) On foundation

.... $

4955)

imposed

managers

during the year

.... $

during the year for pol1t1cal expenditure

tax imposed

1n any act1v1t1es that have not previously

been reported

to the IRS7

If "Yes," attach a detailed descnpt1on of the act1v1t1es.

Has the foundation


of 1ncorporat1on,

4a
b

made any changes,

Did the foundation

If "Yes,"

have unrelated

If "Yes," attach the statement


Are the requirements

By language

By state

business

gross income

of$1,000

required by General Instruct/On

of section

508(e)

1n the governing

with the state

Did the foundation


Part XV.

Sa

to the IRS, 1n its governing

instrument,

articles

If "Yes," attach a conformed copy of the changes


or more during the year7.

Enter the states

4b

d1ssolut1on, or substantial

(relating

instrument,

leg1slat1on that effectively

that conflict

reported

has 1t filed a tax return on Form 990-T for this year7.

Was there a l1qu1dat1on, term1nat1on,

not previously

or bylaws, or other s1m1lar 1nstruments7

No

4941

through

4945)

sat1sf1ed either

or

law remain 1n the governing

to which the foundation

during the year7

T.

to sections

amends the governing

have at least $5,000

contraction

so that no mandatory

d1rect1ons

instrument?

Yes

Yes

Sb

Yes

at any time during the year7 If "Yes," complete Part II, col. (c), and

1n assets
reports

instrument

orw1th which 1t 1s registered

(see 1nstruct1ons)

... DC, KS,_V_A~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~


b

If the answer 1s "Yes" to line 7, has the foundation


General

(or designate)

Is the foundation

of each state

cla1m1ng status

or 4 9 4 2 (J)(5) for calendar

as required

as a private

furnished
by General

operating

year 2 O 13 or the taxable

a copy of Form 990-PF


Instruction

foundation

to the Attorney

G7 If "No," attach explanation.

w1th1n the meaning

of section

year beg1nn1 ng In 2 O 13 (see I nstruct1ons

4942(J)(3)

for Pa rt XIV )7

If "Yes," complete Part XIV


10

Did any persons


and addresses.

become substantial

9
contributors

No

during the tax year7 If "Yes," attach a schedule l1st1ng their names
10
Form 990-PF

No
(2013)

Form 9 9 O- P F ( 2 O 1 3 )

11

12

of section

Did the foundation

15

comply

directly

attach

or 1nd1rectly, own a controlled

schedule

w1th1n the

(see 1nstruct1ons).

to a donor advised
statement

entity

fund over which the foundation

(see 1nstruct1ons)

with the public 1nspect1on requirements

for its annual returns

and exemption

The books are 1n care of jllrr_K_A_R_A_W_O_R_T_H_I_N_G_T_O_N


__________________
Located

at jllrr4111E 37TH ST N WICHITA KS

Section

494 7(a)(l)

nonexempt

a bank, securities,

trusts

interest

year 2013,

See 1nstruct1ons

for exceptions
jllrr

country

Statements

f1l1ng Form 990-PF

received

or accrued

did the foundation

or other f1nanc1al account

foreign

1n a foreign

and f1l1ng requirements

Regarding

la During the year did the foundation

1n lieu of Form 1041-Check

(3) Furnish goods, services,


(4) Pay compensation

directly

or leasing

have an interest

to, or pay or reimburse

1n or a signature

or other authority

If any answer 1s "Yes" to la(l


53 4941(d)-3

Did the foundation

credit

to (or accept

foundation

notice

income

off1c1al7 (Exception.

regarding

regarding

(section

disaster

disaster

to incorrect

under the exceptions

assistance

If "Yes,"

20 __

20 __

assistance

described

check

by the Comm1ss1oner
the lapse of the 10-,

No

Yes

No

Yes

No

Yes

No

Yes

No

Yes

No

1n Regulations

4942(a)(2)
20 __

(does not apply for years the foundation

20 __

income

No

(lines 6d

1s not applying
undistributed

statement-see

are being applied

Yes

No

20 __
the prov1s1ons of section

1ncome7 (If applying

section

4942(a)(2)
4942(a)(2)

1nstruct1ons).

2b

to any of the years listed

1n 2a, list the years here

20 __
or 1nd1rect interest

1n any business

enterprise

1n 2013

of (1) any purchase

at

holdings

as a result

(2) the lapse of the 5-year

4943(c)(7

)) to dispose

of holdings

Yes

No

by the foundation

period (or longer period approved


acquired

by gift or bequest,

or (3)

15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme

had excess bus mess holdmgs m 2013.).

Did the foundation

invest

Did the foundation

make any investment

charitable

that had not been removed

purpose

le
was a private

1
,

to the year's

after May 26, 1969,


under section

No

acts,

I
business

lb

here.

1n 1 a, other than excepted

have any undistributed

hold more than a 2% direct

or d1squal1f1ed persons

4a

or4942(J)(5))

the foundation

of assets)

answer "No" and attach

did 1t have excess

If the foundation

Yes

(see page 20 of the 1nstruct1ons)7.

any time during the year7.

No

Check "No"

beg1nn1ng before 20137.

1n 2a forwh1ch

valuation

If the prov1s1ons of section

4942)

4942(J)(3)

did the foundation

list the years jllrr 20 __

of, a d1squal1f1ed person?

1f term1nat1ng w1th1n 90 days ).

notice

defined 1n section

for tax year(s)

Did the foundation

before the first day of the tax year beg1nn1ng 1n 20137.

Are there any years listed

jllrr 20

3a

service,

on a current

At the end of tax year 2013,

to all years listed,


c

the expenses

)-(6 ), did any of the acts fail to qualify

on failure to distribute

(relating

Yes

No

1t from)

them from) a d1squal1f1ed person?

engage 1n a prior year 1n any of the acts described

that were not corrected

If "Yes,"

No

May Be Required

applies.

with a d1squal1f1ed person?

extend

to a government

or 1n a current

O rgan1zat1ons relying

and 6e, Part XIII)

I Yes
I

agreed to make a grant to or to employ the off1c1al for a period

after term1nat1on of government

over

'

enter the name of the

or use of a d1squal1f1ed person)?.

1f the foundation

operating

..,..

16
1 If "Yes",

to a d1squal1f1ed person (or make any of either available

(6) Agree to pay money or property

Taxes

Yes

or 1nd1rectly)

of property

or fac1l1t1es to (or accept

any income or assets

for the benefit

13

15

country?

a d1squal1f1ed person?.

No

no jllrr(316) 828-6768

jllrr

for Which Form 4720

(2) Borrow money from, lend money to, or otherwise

section

12

here.

during the year.

for Form TD F 90-22

Activities

(either

(1) Engage 1n the sale or exchange,

appl1cat1on7

Telephone

File Form 4720 if any item is checked in the "Yes" column, unless an exception

(5) Transfer

No

ZIP +4 jllrr.;;..6.;;..7...;c2;..;;2;;..0;;._
_______

charitable

of tax-exempt

At any time during calendar

Part VII-B

11
or a d1squal1f1ed person had

jllrrWWW CHA RLESKO CH FO UN DA TIO N O RG

address

and enter the amount

16

attach

(continued)

Activities

If"Yes,"

make a d1stribut1on

priv11eges7 If"Yes,"

Website

14

512(b)(13)7

Did the foundation


advisory

13

Regarding

At any time during the year, did the foundation,


meaning

Page

I :F-TilI'd9~1 Statements

during the year any amount

3b

1n a manner that would Jeopardize

1n a prior year (but after December


from Jeopardy

31, 1969)

its charitable

4a

purposes?

that could Jeopardize

No

its
4b

before the first day of the tax year beg1nn1ng 1n 20137


Form

990-PF

No
(2013)

Form 9 9 O- P F ( 2 O 1 3 )

I :F-TilI'd!I:I
Sa

Page

Statements

Regarding

During the year did the foundation


(1) Carry on propaganda,

(2) Influence

for Which Form 4720

attempt

to influence

of any spec1f1c public election

or 1nd1rectly, any voter reg1strat1on

(see section

a grant to an 1nd1v1dual for travel,

a grant to an organ1zat1on other than a charitable,


), (2), or (3), or section

purposes,

or for the prevention

etc,

4940(d)(2)7

Regulations

section

53 4945

O rgan1zat1ons relying

or 1n a current

on a current

If the answer 1s "Yes" to question

tax because

6a

Did the foundation,


a personal

of cruelty

notice

regarding

regarding

5a(4 ), does the foundation

during the year, receive

fail to qualify

during the year, pay premiums,

disaster

assistance

assistance

check

sectJOn 53.4945-S(d).

directly

No

I
I

Yes

[7
[7

No

Yes

.1

under the exceptions

[7

Yes

described

No

No

No

1n

(see 1nstruct1ons)7.

here.

claim exemption

any funds, directly

[7

or

or animals 7.

Sb

No

6b

No

.Jrr-'

from the

respons1b1l1ty for the grant?.

required by Regulations

Yes

P- Yes I

sc1ent1f1c, literary,
to children

disaster

organ1zat1on described

P- Yes I

No

No

',!;!

or 1nd1rectly, to pay premiums

on

benefit contract?.

Did the foundation,

notice

1t ma1nta1ned expenditure

If "Yes," attach the statement

(continued)

carry

(see 1nstruct1ons).

If any answer 1s "Yes" to 5a(l )-(5 ), did any of the transactions

orto

or other s1m1lar purposes?

(5) Provide for any purpose other than rel1g1ous, charitable,


educational

4955),

4945(e))7

drive 7.

(4) Provide

509(a)(l

study,

leg1slat1on (section

(3) Provide

1n section

May Be Required

pay or incur any amount to

or otherwise

the outcome

on, directly

Activities

or 1nd1rectly, on a personal

Yes

[7

benefit contract?.

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


At any time during the tax year, was the foundation

7a

If yes, did the foundation

l:ifil*dI
1

receive

any proceeds

Information
About Officers,
and Contractors

List all officers,

directors, trustees,

foundation

a party to a proh1b1ted tax shelter

or have any net income attributable

Directors,

Foundation

managers and their compensation

(b) Title, and average


hours per week
devoted to pos1t1on

(a) Name and address

Trustees,

transact1on7

Yes

f7 No

to the transact1on7.

Managers,

7b

Highly Paid Employees,

(see instructions).

(c) Compensation
(If not paid, enter

(d) Contributions
to
employee benefit plans
and deferred compensation

-0-)

(e) Expense account,


other allowances

See Add1t1onal Data Table

Compensation of five highest-paid

employees

(a) Name and address of each employee


paid more than $50,000
CHARLES

RUGER

1515 N COURTHOUSE
RD STE 200
ARLINGTON,VA
22201
RYAN STOWERS
1515 N COURTHOUSE
RD STE 200
ARLINGTON,VA
22201
DEREK JOHNSON
1515 N COURTHOUSE
RD STE 200
ARLINGTON,VA
22201
ADAM

KISSEL

1515 N COURTHOUSE
RD STE 200
ARLINGTON,VA
22201
BRENNAN

BROWN

1515 N COURTHOUSE
RD STE 200
ARLINGTON,VA
22201
Total number of other employees

(other than those included on line 1-see

(b) Title, and average


hours per week
devoted to pos1t1on

(c) Compensation

instructions).

If none, enter "NONE."

(d) Contributions
to
employee benefit
plans and deferred
compensation

(e) Expense account,


other allowances

PGM OFF HIGHER


EDUC
40 0

100,137

PGM DIR HIGHER


EDUC
40 0

193,348

11,700

PGM OFF HIGHER


EDUC
40 0

94,181

5,650

PGM OFF UNIV


INV EST
40 0

99 ,4 70

6,000

530

PGM OFF ACAD


PROGRAM
40 0

95,765

2,500

1,746

paid over $50,000.

1,17 5

530

1,675

,,..

0
Form

990-PF

(2013)

Form 9 9 O - P F ( 2 O 1 3 )

lifliia"IU
3

page

Information
About Officers,
and Contractors
(continued)

Five highest-paid

independent

(a) Name and address

Total number

of others

i:ifilf!d.;I

of each

rece1v1ng

Summary

Directors,

Trustees,

Foundation

contractors for professional services (see instructions).

person

paid more than

over $50,000

for professional

of Direct Charitable

(b) Type

$50,000

Managers,

If none, enter "NONE".


of service

(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

Expenses

2
3

:r..,;;ii:t1

Summary

of Program-Related

Describe the two largest program-related

Investments

(see instructions)

investments made by the foundation during the tax year on Imes 1 and 2

A mount

All other

program-related

investments

See page 24 of the 1nstruct1ons

Total. Add lines

1 through

Highly Paid Employees,

....
Form

990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

l:ifil!I
1

page

Minimum Investment
see instructions.)

Fair market

value of assets

Return (All domestic foundations

not used (or held for use) directly

1n carrying

must complete this part. Foreign foundations,


out charitable,

etc,

purposes

Average

monthly

Average

of monthly

fair market

la

value of securities.

lb

cash balances.

Fair market

Total (add lines la, b, and c).

Reduction

claimed

for blockage

le (attach

detailed

explanation).

value of all other assets

Acqu1s1t1on indebtedness

Subtract

Cash deemed

or other factors

reported

I 1e

applicable

I
2

to line 1 assets.

held for charitable

act1v1t1es Enter 1 1/2%

of line 3 (for greater

amount,

see

assets. Subtract

line 4 from line 3 Enter here and on Part V, line 4

return. Enter 5% of line 5.

1:1.fiS:d Distributable
1

M 1n1mum investment

2a

Tax on investment

245,361,154
12,268,058

Incometaxfor2013

Add lines 2a and 2b.

from Part VI, line 5.

(This does not include

the tax from Part VI ).

2a
2b

amount

Recoveries

of amounts

Add lines 3 and 4.

Deduction

Distributable

before adJustments
treated

from distributable

Subtract

amount

Distributions

line 6 from line 5 Enter here and on Part XIII,

expenses)

gifts, etc -total

investments-total

paid to acquire

assets

Amounts

to accomplish

from Part I, column

charitable,

etc,

set aside for spec1f1c charitable

Cash d1stribut1on

Qualifying

Foundations
income

Adjusted

test (attach

distributions.
that qualify

1n carrying

out charitable,

la

27,712,608

proJects that satisfy

the required

under section

line 4

3a

0
0

27,712,608

rate of tax on net investment

Enter 1% of Part I, line 27b (see 1nstruct1ons).


Subtract

3b

3b Enter here and on Part V, line 8, and Part XIII,


for the reduced

the

schedule).

4940(e)

lb
etc,

required).

Add lines la through

qualifying distributions.

12,150,313

purposes

(d), line 26.

from Part IX-B.


used (or held for use) directly

Su1tab1l1ty test (prior IRS approval

(see instructions)

paid (1nclud1ng adm1n1strat1ve


contributions,

12,150,313

(see 1nstruct1ons).

Subtract

purposes.

12,150,313

as qual1fy1ng d1stribut1ons.

amount as adJusted

Program-related

117,745

line 2c from line 1.

line 1.

Amounts

12,268,058

117,745

1m1!.+ Qualifying

and

2c

Distributable

foundations

return from Part X, line 6.


income for 2013

3 ,7 3 6 ,464

Amount (see instructions) (Section 4942(])(3) and (J)(S) private operating


certain fore1qn orqan1zat1ons check here..,..
and do not complete this part.)

249,097,618

Minimum investment

Expenses,

Net value of noncharitable-use

Amounts

249,097,618

on lines 1 a and

line 2 from line ld.

2,64 7 ,777

ld

1 7 ,416 ,111

le

(see 1nstruct1ons).

Ins truct10 ns ).

229,033,730

line 5 from line 4.

Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent
the section 4940(e)
reduction of tax 1n those years

117,745

6
years when calculating

whether

27,594,863

the foundation

qual1f1es for

Form 990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

Page 9

Undistributed
:F-Til1:.n

Income

(see instructions)
(a)
Corpus

Distributable

U nd1stributed

Enter amount for 2012

amount for 2013


income,

Excess

d1stribut1ons

2011

carryover,

2010

2009
7,054,261

From 2010.

8,931,145

From 2011.

10,279,637

From 2012.

6,999,545

Total of lines 3a through

4 Q ual1fy1ng d1stribut1ons

45, 177, 162

e.
for 2013

..... $

from Part
27, 712,608

to 2012,

income of prior years


1nstruct1ons).

c Treated as d1stribut1ons out of corpus


required-see
1nstruct1ons).
d Applied

to 2013

distributable

e Rema1n1ng amount
Excess

but not more than line 2a

b A ppl1ed to undistributed
(Election required-see

1fany, to 2013
11,912,574

a Applied

12, 150,313

only.

From 2009.

line 4

(d)
2013

from Part XI, line 7

From 2008.

XII,

(c)
2012

1f any, as of the end of 2013

b Total for prior years

3
a
b
c
d
e
f

(b)
Years prior to 2012

distributed

d1stribut1ons

carryover

(Election
12, 150,313

amount.
15,562,295

out of corpus
applied to 2013

(If an amount appears 1n column (d), the


same amount must be shown 1n column (a).)

Enter the net total of each column as


indicated below:

a Corpus

Add lines 3f, 4c, and 4e Subtract

line 5

60, 739,457

income Subtract
b Prior years' undistributed
line 4b from line 2b.
c Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed.

d Subtract line 6c from line 6b Taxable


-see 1nstruct1ons.

amount

e Undistributed
income for 2012 Subtract
4a from line 2a Taxable amount-see
1nstruct1ons.
f

line
0

U nd1stributed income for 2 O 13 Subtract


lines 4d and 5 from line 1 This amount must
be distributed
1n 2014.

7 A mounts treated as d1stribut1ons out of


corpus to satisfy requirements
imposed by
section 170(b)(l)(F)
or4942(g)(3)
(see
1nstruct1ons).
8 Excess d1stribut1ons carryover from 2008 not
applied on line 5 or line 7 (see 1nstruct1ons).
9 Excess distributions carryover to 2014.
Subtract lines 7 and 8 from line 6a.
10 Analysis ofl1ne 9
11,912,574
a Excess from 2009.
8,931,145
b Excess from 2010.
10,279,637
c Excess from 2 O 11.
6,999,545
d Excess from 2 O 1 2.
15,562,295
e Excess from 2 O 1 3.

7,054,261
53,685, 196

Form 990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

M:ifli:u*M Private
la

Page

Foundations

see instructions

If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private


foundation, and the ruling 1s effective for 2013, enter the date of the ruling.

b Check box to 1nd1cate whether the organ1zat1on IS a private


2a

and Pa rt VII-A

Enter the lesser of the adJusted net


income from Part I or the m1n1mum
investment
return from Part X for each
year listed.

85%

Q ual1fy1ng d1stribut1ons from Part XII,


line 4 for each year listed.

Amounts included 1n 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.

operating

foundation

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

Tax year

In section

4942(J)(3)

or

Prior 3 years

(a)2013

10

uest1on 9

(b)2012

(c) 2011

4942(J)(5)
(e) Total

(d) 2010

ofl1ne 2a.

Complete 3a, b, or c for the


alternative
test relied upon
test-enter
a "Assets" alternative

(1)
(2)
b

"Endowment" alternative testenter 2/3


of m1n1mum investment
return shown 1n
Part X, line 6 for each year listed.
"Support" alternative
test-enter

(1)

Total support other than gross


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

(2)

Support from general public


and 5 or more exempt
organ1zat1ons as provided 1n
section 4942(J)(3)(B)(111).

(3)

Largest amount of support


from an exempt organ1zat1on

(4)

Gross investment

1:r. ....
1
a

Value of all assets.


Value of assets qual1fy1ng
under section 4942(J)(3 )(B)(1)

~ ..

income

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

this part only if the organization


instructions.)

had $5,000

or more in

Information Regarding Foundation Managers:


List any managers of the foundation who have contributed
more than 2% of the total contributions
received by the foundation
more than $5,000)
(See section 507(d)(2))
before the close of any tax year (but only 1fthey have contributed
CHARLES

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) of which the foundation has a 10% or greater interest

large portion

of the

NONE
2

Information

Regarding Contribution,

Grant, Gift, Loan, Scholarship, etc., Programs:

Check here ...


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

a The name, address,

and telephone

number or e-mail

CHARLES KOCH FOUNDATION


1515 N COURTHOUSE
ROAD SUITE
ARLINGTON,VA
22201
(703) 875-1600

address

of the person to whom appl1cat1ons should be addressed

200

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
15
SHOULD SUBMIT A SHORT LETTER (NO MO RE THAN THREE PAGES) 0 UTLINING THEIR REQUEST THE LETTER SHOULD
CLEARLY AND SUCCINCTLY
STATE 1 PROSPECTIVE
GRANTEE'S MISSION AND GOALS, 2 SPECIFIC PROJECT FOR WHICH
SUPPORT IS BEING SOUGHT, 3 AMOUNT OF FUNDING REQUESTED, 4 NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND
EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON, AND, 5 CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL
STATEMENTS
IF APPLICABLE,
PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING, IN-KIND
CONTRIBUTIONS)
SECURED FOR THE PROJECT BECAUSE THE FOUNDATION
GENERALLY ONLY SUPPORTS SECTION 501(C)
(3) PUBLIC CHARITIES,
IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION
FROM THE IRS THAT YOUR ORGANIZATION
IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3)
ORGANIZATION
AND IS CLASSIFIED
AS A PUBLIC
CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE THE FOUNDATION
KINDLY REQUESTS THAT NO

c Any subm1ss1on deadlines


NONE

d Any restrictions

or l1m1tat1ons on awards, such as by geographical

areas, charitable

fields, kinds of 1nst1tut1ons, or other

factors
THE 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 KOCH 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 KOCH 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 KOCH FOUNDATION
DOES NOT SUPPORT FOR-PROFIT
CORPORATIONS
OR
INDIVIDUALS
Form

990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

Page 11

1:)ffii:tfJ
Supplementary

Information
(continued)
3 Grants and Contributions
Paid During the Year or Approved
Rec1p1ent
Name and address

(home or business)

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

for Future

Foundation
status of
rec1p1ent

Payment
Purpose of grant or
contribution

A mount

a Paid dunng the year


See Add1t1onal Data Table

Total.

.....3a

23,096,488

b Approved for future payment


See Add1t1onal Data Table

Total.

.....3b

3,4 59 ,094
Form

990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

I :F-Til;i"~ !lit~J Ana


Enter gross amounts

1 Program service

Page
Of

IYSIS

unless

Income-Pro

otherwise

12

d ucmg Act1v1t1es

1nd1cated

Unrelated
(a)
Business
code

revenue

business

income

(b)
A mount

(e)
Related or exempt
function income
(See
1nstruct1ons )

Excluded by section 512, 513, or 514

(d)

(c)
Exclusion

code

A mount

b
c

d
e

f
g Fees and contracts from government agencies
2 Membership dues and assessments.
3 Interest on savings and temporary cash
investments

4 D1v1dends and interest from securities.


5 Net rental income or (loss) from real estate
a Debt-financed

14

4,605,686

14

3,042,702

property.

b Not debt-financed

property.
6 Net rental income or (loss) from personal
property
investment
income.
8 Gain or (loss) from sales of assets
inventory

18

7 Other

3,378

other than
18

5,066,135

9 Net income or (loss) from special events


10 Gross profit or (loss) from sales of inventory.
11 Other revenue a

b
c

d
e

12 Subtotal

Add columns

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

12,717,901

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


(See worksheet 1n line 13 1nstruct1ons to verify calculations)

Part XVI-B

..

Line No.

Relationshi

of Activities

to the Aecom

lishment

of Exem

t Pur oses

importantly
to
Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed
the accomplishment
of the foundation's
exempt purposes (other than by prov1d1ng funds for such purposes)
(See
1nstruct1ons )

Form 990-PF

(2013)

Form 9 9 O- P F ( 2 O 1 3 )

l:ifll:tf,il
1

13

Page

Information
Regarding Transfers To and Transactions
Noncharitable
Exempt Organizations

and Relationships

With

Did the organ1zat1on directly or 1nd1rectly engage 1n any of the following with any other organ1zat1on described 1n
section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3) orga n1zat1ons) or In section 5 2 7, relat1 ng to pol1t1ca I

No

Yes

organ 1zat1o ns 7

a Transfers

from the reporting

foundation

to a noncharitable

exempt

organ1zat1on of

(1)

Cash.

1a(1)

No

(2)

Other assets.

1a(2)

No

1b(1)

No

1b(2)

No

1b(3)

No

1b(4)

No

lb(S)

No

1b(6)

No

le

No

b Other transactions
(1)

Sales of assets

to a noncharitable

(2)

Purchases

(3)

Rental of fac1l1t1es, equipment,

(4)

Reimbursement

(5)

Loans or loan guarantees.

(6) Performance

of assets

exempt

from a noncharitable

organ1zat1on.
exempt

organ1zat1on.

or other assets.

arrangements.

of services

or membership

c Sharing of fac1l1t1es, equipment,

or fundra1s1ng sol1c1tat1ons.

ma1l1ng lists,

other assets,

or paid employees.

d If the answer to any of the above 1s "Yes,"

complete the following schedule


Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation
If the foundation received less than fair market value
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,"

Sign
Here

directly

1n section

(c) Name of nonchantable exempt organ1zat1on

or 1nd1rectly aff1l1ated with, or related

5 O 1 (c) of the Code (other than section

complete the following schedule


(a) Name of organ1zat1on

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

to, one or more tax-exempt

5 O 1 (c )(3 )) or 1n section

organ1zat1ons

5 2 7 7.

.rYes

(b) Type of organ1zat1on

(c) Description of relat1onsh1p

Under penalties of perJury, I declare that I have examined this return, 1nclud1ng accompanying
schedules and statements,
and to
the best of my knowledge and belief, 1t 1s true, correct, and complete
Declaration
of preparer (other than taxpayer or f1duc1ary) 1s
based on all 1nformat1on ofwh1ch preparer has any knowledge

Paid
Preparer
Use
Only

i 2014-11-15

******
Signature

of officer or trustee

Print/Type
preparer's name
ELIZABETH
S HOGAN

Firm's

name

Firm's address

Date
Pre pa re r's SI g nature

BKD LLP

1551 N WATERFRONT
KS 672066601

IMay
the IRS discuss this returnl
with the prepclrer shown below

******

(see instr )7

Title

Date

Check 1f selfemployed

~r

Firm's
PKWY STE 300

WICHITA,

EIN

Phone no

[7 Yes I

No

PTIN
P00273248

(316)

828-8286
Form 990-PF

(2013)

Form 990PF Part VIII


compensation

Line 1 - List all officers,

(a) Name and address

CHARLES CHASE KOCH

PO BOX 2256
WICHITA,KS

(b) Title, and average


hours per week
devoted to pos1t1on

DIRECTOR

trustees,

foundation

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

managers

and their

(d) Contributions
to
employee benefit
plans
and deferred
compensation

(e) Expense account,


other allowances

0 25
672012256

ELJZABETH B KOCH

PO BOX 2256
WICHITA,KS

directors,

DIRECTOR

0 25
672012256

CHARLES G KOCH

PO BOX 2256
WICHITA,
KS 672012256
HEATHER LOVE

PO BOX 2256
WICHITA,
KS 672012256
BRIAN MENKES

1515 N COURTHOUSE RD SUITE


200
ARLINGTON,VA
22201
RICHARD H FINK

1515 N COURTHOUSE RD SUITE


200
ARLINGTON,VA
22201

DIRECTOR/
CHAIRMAN

0 25
TREASURER

10

SECRETARY

10

PRESIDENT

10

/DIRECTOR

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address


a

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

Paid dunng the year

A WIDER CIRCLE 4808


LANE
SUITE 802
BETHESDA, MD 20814

NONE

PC

GENERAL OPE RATING


SUPPORT

2,500

NONE

PC

GENERAL OPE RATING


SUPPORT

50,000

ADVANCE ARKANSAS INSTITUTE


55 FONTENAY CIRCLE
LITTLE ROCK,AR
72223

NONE

PC

EDUCATIONAL

PROGRAMS

8 3,800

AGO RA INSTITUTE
FOR CIVIC
VIRTUE & THE COMMON GOOD
1300 EAGLE ROAD
SAINT DAVIDS, PA 19087

NONE

PC

EDUCATIONAL

PROGRAMS

12,800

ALBANY STATE UNIVERSITY


FOUNDATION
504 COLLEGE
DRIVE
ALBANY,GA
31705

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

ALEXANDER HAMILTON
INSTITUTE
FOR THE STUDY OF WESTERN
CIVILIZATI
21WESTPARK
CLINTON,NY
13323

NONE

PC

EDUCATIONAL

PROGRAMS

20,000

ALMA COLLEGE 614 WSUPERIOR


ST
ALMA,MI
48801

NONE

PC

EDUCATIONAL

PROGRAMS

2,500

AMERICAN
COUNCIL FOR CAPITAL
FORMATION
CENTER FOR POLICY
RESEARCH
1750 K ST NW
WASHINGTON,
DC 200062302

NONE

PC

GENERAL OPE RATING


SUPPORT

AMERICAN
ENTERPRISE
INSTITUTE
1150 SEVENTEENTH
ST NW
WASHINGTON,
DC 20036

NONE

PC

GENERAL OPE RATING


SUPPORT

910,000

AMERICAN
SPECTATOR
FOUNDATION
1611 N KENT ST
SUITE 901
ARLINGTON,VA
22209

NONE

PC

GENERAL OPE RATING


SUPPORT

10,000

AMERICAN
UNIVERSITY
4400
MASSACHUSETTS
AVE NW
WASHINGTON,
DC 20016

NONE

PC

EDUCATIONAL

AMERICA'S
FUTURE FOUNDATION
1513 16TH STREET NW
WASHINGTON,
DC 20036

NONE

PC

GENERAL OPE RATING


SUPPORT

13,000

ASSOCIATION
OF PRIVATE
ENTERPRISE EDUCATION
313
FLETCHER HALL DEPT 6106
615 MCCALLIE AVENUE
CHATTANOOGA,TN
374032598

NONE

PC

EDUCATIONAL

PROGRAMS

30,000

NONE

PC

EDUCATIONAL

PROGRAMS

2 5,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

ACTON INSTITUTE
AVENUE NW
SUITE 301
GRAND RAPIDS,MI

MOORLAND

161 OTTAWA

495032718

ATLAS ECONOMIC
RESEARCH
FOUNDATION
1201 LSTREET
2ND FLOOR
WASHINGTON,
DC 20005
AUGUSTANA
COLLEGE 2001
SOUTH SUMMIT AVE
SIOUX FALLS, SD 57197
Total.

7 5,000

PROGRAMS

4,500

NW

.....3a

23,096

,488

Form 990PF

Part XV Line 3 - Grants

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

Rec1p1ent
Name and address
business)

and Contributions

(home or

Paid During the Year or Approved


Foundation
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

901

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

NONE

PC

EDUCATIONAL

PROGRAMS

2,000

PO BOX 5000

NONE

PC

EDUCATIONAL

PROGRAMS

10,500

180 SPRING

NONE

PF

GENERAL
SUPPORT

NONE

PC

EDUCATIONAL

PROGRAMS

NONE

PC

EDUCATIONAL

PROGRAMS

4,500

NONE

PC

EDUCATIONAL

PROGRAMS

10,800

NONE

PC

EDUCATIONAL

PROGRAMS

2 2,000

NONE

PC

EDUCATIONAL

PROGRAMS

NONE

PC

EDUCATIONAL

PROGRAMS

BOISE STATE UNIVERSITY


FOUNDATION
2225 UNIVERSITY
DRIVE
BOISE,ID
83706

NONE

PC

EDUCATIONAL

PROGRAMS

14,500

BROOKLYN COLLEGE
FOUNDATION
2900 BEDFORD
AVENUE
11201
BROOKLYN,NY

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

250

NONE

PC

EDUCATIONAL

PROGRAMS

NONE

PC

EDUCATIONAL

PROGRAMS

2,000

NONE

PC

EDUCATIONAL

PROGRAMS

3,000

AZUSA PACIFIC
UNIVERSITY
EALOSTAAVE
PO BOX 7000
AZUSA,CA
917027000
BALL STATE
UNIVERSITY
MUNCIE,IN
BARTON
WILSON,

2000

UNIVERSITY
AVENUE

47306

COLLEGE
NC 27893

BASTIAT SOCIETY
STREET
CHARLESTON,SC

BELO IT COLLEGE
STREET
BELO IT, WI 53511

ONE BEAR

700 COLLEGE

BERRY COLLEGE
2277
BERRY HIGHWAY
MT BERRY,GA
30149

MARTHA

BETHEL COLLEGE
1001
CIRCLE
MISHAWAKA,IN
46545
BILL OF RIGHTS
GLEBE ROAD
SUITE 200
ARLINGTON,VA

OPE RATING

10,000

29403

BAYLOR UNIVERSITY
PLACE
UNIT 97042
WACO, TX 76798

BETHEL

200 N

INSTITUTE

171,500

350,000

22203

BIO LA UNIVERSITY
13800
AVE
LA MIRADA,CA
90639

BROOKLYN LAW SCHOOL


JORALEMON
ST
NEWYORK,NY
11201
BUENA VISTA UNIVERSITY
FOURTH STREET
STORM LAKE,IA
50588

BIO LA

610 W

CALIFORNIA
STATE UNIVERSITY
CHICO
400 WEST FIRST STREET
CHICO,CA
95929

Total.

......3a

7 ,000

100,000

23,096,488

Form 990PF

Part XV Line 3 - Grants

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

Rec1p1ent
Name and address

and Contributions

(home or business)

Paid During the Year or Approved


Foundation
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

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

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

CALIFORNIA
STATE UNIVERSITY
FRESNO FOUNDATION
4910 N
CHESNUT AVE
FRESNO, CA 93726

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,500

CALIFORNIA
STATE UNIVERSITY
NORTHRIDGE
FOUNDATION
18111 NORDHOFF STREET
NO RTHRIDGE, CA 913308381

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

CALVIN COOLIDGE
MEMORIAL
FOUNDATION
INC 43 MESSER
HILL RD
PLYMOUTH,VT
05056

NONE

PC

GENERAL OPE RATING


SUPPORT

2 5,000

CAMPBELL UNIVERSITY
LUNDY
CHAIR OFFICES
PO BOX 1145
BUIES CREEK,NC
27506

NONE

PC

EDUCATIONAL

10,000

CARSON SCHOLARS FUND


CHESAPEAKE AVENUE
SUITE 310
TOWS O N, M D 2 1 2 0 4

305 W

NONE

PC

GENERAL OPE RATING


SUPPORT

CEDARVILLE
UNIVERSITY
NORTH MAIN STREET
CEDARVILLE,OH
45314

251

NONE

PC

EDUCATIONAL

PROGRAMS

3,000

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

CHARLESTON
SOUTHERN
UNIVERSITY
9200 UNIVERSITY
BOULEVARD
CHARLESTON,SC
29406

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

CHESTNUT HILL COLLEGE


GERMANTOWN AVENUE
PHILADELPHIA,PA
19118

NONE

PC

EDUCATIONAL

PROGRAMS

3,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

CHRISTOPHER
NEWPORT
UNIVERSITY
1 UNIVERSITY
PLACE
N E WP O RT N EWS, VA 236062998

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

CLAREMONT
MCKENNA COLLEGE
500 E 9TH ST
CLAREMONT, CA 917116400

NONE

PC

EDUCATIONAL

PROGRAMS

14,000

CLEMSON UNIVERSITY
HALL
CLEMSON,SC
29634

NONE

PC

EDUCATIONAL

PROGRAMS

140,000

NONE

PC

EDUCATIONAL

PROGRAMS

CHAPMAN UNIVERSITY
UNIVERSITY
DRIVE
O RANGE,CA
92866

CHRISTENDOM
COLLEGE
CHRISTENDOM
DR
FRONT ROYAL,VA
22630

9601

134

201 SIKES

COASTAL CAROLINA
UNIVERSITY
PO BOX 261954
CONWAY,SC
295286054
Total.

PROGRAMS

......3a

2 5,000

8,000

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

COLGATE UNIVERSITY
DRIVE
HAMILTON,NY
13346

13 OAK

NONE

PC

EDUCATIONAL

PROGRAMS

2,200

NONE

PC

EDUCATIONAL

PROGRAMS

5 2,000

COLLEGE OF COASTAL GEORGIA


FOUNDATION
ONE COLLEGE
DRIVE
BRUNSWICK,GA
31520

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

COLLEGE OF THE HOLY CROSS


ONE COLLEGE STREET
WORCESTER,MA
01610

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,300

COLLEGE OF WILLIAM AND MA RY


PO BOX 8795
WILLIAMSBURG,
VA 231878795

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,500

COMPETITIVE
ENTERPRISE
INSTITUTE
1899 L STREET NW
FLOOR 12
WASHINGTON,
DC 20036

NONE

PC

GENERAL OPE RATING


SUPPORT

CONCORDIA
COLLEGE NEW YORK
171 WHITE PLAINS ROAD
BRONXVILLE,
NY 10708

NONE

PC

EDUCATIONAL

DAILY CALLER NEWS FOUNDATION


1050 17TH ST NW
SUITE 900
WASHINGTON,
DC 20036

NONE

PC

GENERAL OPE RATING


SUPPORT

DARTMOUTH
DARTMOUTH
HANOVER,NH

NONE

PC

EDUCATIONAL

NONE

PC

GENERAL OPE RATING


SUPPORT

2 5,000

NONE

PC

EDUCATIONAL

PROGRAMS

37 ,000

NONE

PC

EDUCATIONAL

PROGRAMS

23,500

EAST FLORIDA STATE COLLEGE


BUILDING
2 ROOM 140
1519 CLEARLAKE RD
COCOA, FL 32922

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

ELIZABETHTOWN
ALPHA DRIVE
ELIZABETHTOWN,

NONE

PC

EDUCATIONAL

PROGRAMS

3,000

NONE

PC

EDUCATIONAL

PROGRAMS

20,000

COLLEGE OF CHARLESTON
GEORGE STREET
CHARLESTON,SC
29424

66

COLLEGE
COLLEGE
03755

DONORS TRUST
HENRY ST
ALEXANDRIA,VA

109 NORTH

PROGRAMS

6,000

50,000

PROGRAMS

6,000

22314

DUKE UNIVERSITY
324
BLACKWELL ST
SUITE 920
DURHAM, NC 27701
DUQUESNE UNIVERSITY
FORBES AVENUE
PITTSBURGH, PA 15282

600

COLLEGE
PA

ONE

17022

FAYETTEVILLE
STATE UNIVERSITY
1200 MURCHISON
RD
FAYETTEVILLE,
NC 28301
Total.

10,000

......3a

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

FEDERALIST SOCIETY
1015
ST NW
SUITE 425
WASHINGTON,
DC 20036

NONE

PC

GENERAL OPE RATING


SUPPORT

FLORIDA ATLANTIC
UNIVERSITY
777 GLADES RD
BOCA RATON,FL
33431

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

FLORIDA GULF COAST


UNIVERSITY
10501 FGCU
BOULEVARD SOUTH
FORT MYERS,FL
339656565

NONE

PC

EDUCATIONAL

PROGRAMS

36,000

FLORIDA SOUTHERN COLLEGE


111 LAKE HOLLINGSWORTH
DR
LAKELAND,FL
338015698

NONE

PC

EDUCATIONAL

PROGRAMS

400,000

FLORIDA STATE
BELLAMY BLDG
TALLAHASSEE,FL

160

NONE

PC

EDUCATIONAL

PROGRAMS

358,140

FOUNDATION
FOR FREE
ENTERPRISE
61 SOUTH PARAMUS
RD
PA RAMUS, NJ O7 6 5 2

NONE

PC

EDUCATIONAL

PROGRAMS

FREE CONGRESS FOUNDATION


901 N WASHINGTON
STREET
SUITE 207
ALEXANDRIA,VA
22314

NONE

PC

GENERAL OPE RATING


SUPPORT

2 5,000

FREE ENTERPRISE
PO BOX 21569
CHARLESTON,SC

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

GEORGE C MARSHALL INSTITUTE


1601 NORTH KENT ST
SUITE 802
ARLINGTON,VA
22209

NONE

PC

GENERAL OPE RATING


SUPPORT

GEORGE FOX UNIVERSITY


MERIDIAN
STREET
N E WB E RG, 0 R 9 7 1 3 2

NONE

PC

EDUCATIONAL

PROGRAMS

GEORGE MASON UNIVERSITY


FOUNDATION
4400 UNIVERSITY
DR
FAIRFAX,VA
22030

NONE

PC

EDUCATIONAL

PROGRAMS

GEORGE WASHINGTON
UNIVERSITY
805 21ST STREET NW
SUITE 612
WASHINGTON,
DC 20052

NONE

PC

EDUCATIONAL

PROGRAMS

6 2,000

GEORGIA GWINNETT COLLEGE


FOUNDATION
1000 UNIVERSITY
CENTER LANE
LAWRENCEVILLE,GA
30043

NONE

PC

EDUCATIONAL

PROGRAMS

5,500

UNIVERSITY

GENEVA COLLEGE
AVE
BEAVER FALLS,PA

265,000

323062160

FOUNDATION

5,000

29413

FUTURE OF FREEDOM
FOUNDATION
11350
HILL RD
SUITE 800
FAIRFAX,VA
22030

Total.

18TH

RANDOM

3200

COLLEGE

15010

414 N

......3a

7 5,000

7 ,500

10,437,000

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

GEORGIA STATE UNIVERSITY


UNIVERSITY
PLAZA
217 ALUMNI HALL
ATLANTA,GA
30303

NONE

PC

EDUCATIONAL

GLOUCESTER INSTITUTE
NORTH 5TH STREET
RICHMOND,VA
23219

NONE

PC

GENERAL OPE RATING


SUPPORT

10,000

GROVE CITY COLLEGE 100


CAMPUS DRIVE
GROVE CITY,PA
16127

NONE

PC

EDUCATIONAL

PROGRAMS

34,000

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

NONE

PC

EDUCATIONAL

PROGRAMS

14,000

HARVARD UNIVERSITY
95
DUNSTER STREET
CAM BRIDGE, MA 021385926

NONE

PC

EDUCATIONAL

PROGRAMS

40,000

NONE

PC

EDUCATIONAL

PROGRAMS

10,500

HILLSDALE COLLEGE 33 E
COLLEGE STREET
HILLSDALE,MI
49242

NONE

PC

EDUCATIONAL

PROGRAMS

3 2,000

HO PE COLLEGE 100 E 8TH ST


SUITE 280
HOLLAND,MI
49423

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

HOUGHTON COLLEGE 1 WILLARD


AVE
HOUGHTON,NY
14744

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

HOUSTON BAPTIST UNIVERSITY


7502 FONDREN ROAD
HOUSTON,TX
77074

NONE

PC

EDUCATIONAL

PROGRAMS

8,000

ILLINOIS
STATE UNIVERSITY
RESEARCH SPONSORED
PROGRAMS
CAMPUS BOX 3040
NORMAL,IL
617903040

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

INDIANA
UNIVERSITY
INDIANAPOLIS
PO BOX 66057
INDIANAPOLIS,IN
462666057

NONE

PC

EDUCATIONAL

PROGRAMS

92,500

INDIANA
UNIVERSITY
FOUNDATION
PO BOX 500
BLOOMINGTON,IN
47402

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

INSTITUTE
FOR HUMANE
3351 FAIRFAX DR
MSN 1C5
ARLINGTON,VA
22201

NONE

PC

EDUCATIONAL

PROGRAMS

NONE

PC

EDUCATIONAL

PROGRAMS

100

HIGH POINT UNIVERSITY


MONTLIEU AVE
HIGH POINT, NC 27262

833

STUDIES

INSTITUTE
FOR POLITICAL
HISTORY
1 LADUE HILLS DRIVE
STLOUIS,MO
63132
Total.

PROGRAMS

......3a

21,500

4,050,000

9,300

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

INTERNATIONAL
SOCIETY FOR
INDIVIDUAL
LIBERTY 237 KEARNY
ST
SUITE 120
SAN FRANCISCO,CA
94108

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,000

IOWA STATE UNIVERSITY


LINCOLN WAY
AMES,IA
50013

NONE

PC

EDUCATIONAL

PROGRAMS

6,500

2229

JACKSONVILLE
UNIVERSITY
UNIVERSITY
BLVD N
JACKSONVILLE,AL
32211

2800

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

JAMES MADISON INSTITUTE


NORTH DUVAL STREET
TALLAHASSEE,FL
32301

100

NONE

PC

EDUCATIONAL

PROGRAMS

40,000

NONE

PC

EDUCATIONAL

PROGRAMS

18,000

JOHNS HOPKINS UNIVERSITY


3400 NORTH CHARLES STREET
BALTIMORE,MD
21218

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

KENNESAW STATE UNIVERSITY


RESEARCH SERVICE FOUNDATION
1000 CHASTAIN
RD
KENNESAW,GA
30144

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

KENNESAW STATE UNIVERSITY


FOUNDATION
INC 1000
CHASTAIN
RD
KENNESAW,GA
30144

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

KENYON COLLEGE 105 CHASE


AVE
GAMBIER,OH
43022

NONE

PC

EDUCATIONAL

PROGRAMS

13,000

LAKE FOREST COLLEGE


SHERIDAN ROAD
LAKE FOREST,IL
60045

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,500

LAKELAND COLLEGE PO BOX 359


SHEBOYGAN, WI 530820359

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

LEE UNIVERSITY
OCOEE ST
CLEVELAND, TN

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,500

NONE

PC

GENERAL OPE RATING


SUPPORT

NONE

PC

EDUCATIONAL

PROGRAMS

NONE

PC

EDUCATIONAL

PROGRAMS

JAMES MADISON UNIVERSITY


S MAIN ST
HARRISONBURG,VA
22807

1120

555 N

NORTH

37320

LIBERTY ON THE ROCKS


621443
LITTLETON,
CO 80162
LIBERTY SOURCE
MAIN
SUITE 100
LOGAN,UT
84321

PO BOX

255 SOUTH

LIBERTY UNIVERSITY
1971
UNIVERSITY
BLVD
GH1605
LYNCHBURG,VA
24515
Total.

800

......3a

15,000

653,000

8,000

23,096,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

LINDENWOOD
UNIVERSITY
KINGSHIGHWAY
ST CHARLES, MO 63301

NONE

PC

EDUCATIONAL

PROGRAMS

13,500

LIPSCOMB UNIVERSITY
1
UNIVERSITY
PARK DRIVE
SWANG 208
NASHVILLE, TN 37204

NONE

PC

EDUCATIONAL

PROGRAMS

4,400

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

NONE

PC

EDUCATIONAL

PROGRAMS

4 2,000

MANHATTAN
INSTITUTE
POLICY RESEARCH INC
VANDERBILT
AVE
NEWYORK,NY
10017

NONE

PC

GENERAL OPE RATING


SUPPORT

MCGILL UNIVERSITY
853
SHERBROOKE STREET WEST
MONTREAL,QUEBEC
H3A 2T6
CA

NONE

PC

EDUCATIONAL

PROGRAMS

MCKENDREE UNVIERSITY
COLLEGE ROAD
LEBANON,IL
62254

NONE

PC

EDUCATIONAL

PROGRAMS

NONE

PC

EDUCATIONAL

PROGRAMS

15,200

METROPOLITAN
STATE
UNIVERSITY
DENVER
FOUNDATION
PO BOX 173362
DENVER,CO
80217

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

MICHIGAN
STATE UNIVERSITY
842 CHESTNUT RD
EAST LANSING, MI 48824

NONE

PC

EDUCATIONAL

PROGRAMS

22,500

MIDDLE TENNESSEE STATE


UNIVERSITY
FOUNDATION
WOOD-STEGALL
CENTER
PO BOX 109
MURFREESBORO, TN 37132

NONE

PC

EDUCATIONAL

PROGRAMS

MIKEROWEWORKS
FOUNDATION
10960 WILSHIRE BLVD FL 5
LOS ANGELES,CA
90024

NONE

PC

GENERAL OPE RATING


SUPPORT

MILLIKIN
UNIVERSITY
MAIN STREET
DECATUR,IL
62522

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

20,000

NONE

PC

EDUCATIONAL

PROGRAMS

9,000

MERCER UNIVERSITY
COLEMAN AVENUE
MACON, GA 31207

MILLSAPS COLLEGE
STATE STREET
JACKSON,MS
39210

209 S

FOR
52

701

1400

1184WEST

1701

NORTH

MISSISSIPPI
STATE UNIVERSITY
PO BOX 9580
MISSISSIPPI
STATE, MS 39762
MONTANA STATE UNIVERSITY
BOZEMAN
DEPT OF
AGRICULTURAL
ECONOMICS
PO BOX 172920
BOZEMAN,MT
59717
Total.

......3a

198,000

10,000

7 ,000

7 ,000

50,000

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

MONTCLAIR
STATE UNIVERSITY
FOUNDATION
1 NORMAL AVENUE
MONTCLAIR,NJ
07043

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

MOREHEAD STATE UNIVERSITY


322 ALLIE YOUNG HALL
MOREHEAD,KY
40351

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

MOUNT HOLYOKE COLLEGE


COLLEGE ST
SOUTH HADLEY,MA
01075

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

9,000

NONE

PC

GENERAL OPE RATING


SUPPORT

40,000

NETWORK OF ENLIGHTENED
WOMEN 1210 MASSACHUSETTS
AVE NW
SUITE 1201
WASHINGTON,
DC 20005

NONE

PC

GENERAL OPE RATING


SUPPORT

4,000

NEW YORK UNIVERSITY


STREET
NEWYORK,NY
10012

NONE

PC

EDUCATIONAL

PROGRAMS

35,500

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NORTH CAROLINA
STATE
UNIVERSITY
2701 SULLIVAN
DRIVE
SUITE 240
RALEIGH,NC
27695

NONE

PC

EDUCATIONAL

PROGRAMS

18,000

NORTH DAKOTA STATE


UNIVERSITY
1340
ADMINISTRATION
AVENUE
FARGO,ND
58102

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,700

NORTHERN ILLINOIS
UNIVERSITY
1425 WEST LINCOLN HWY
DEKALB,IL
601152828

NONE

PC

EDUCATIONAL

PROGRAMS

4,000

NORTHWEST NAZARENE
UNIVERSITY
623 HOLLY ST
NAMPA,ID
83686

NONE

PC

EDUCATIONAL

PROGRAMS

5,500

NORTHWEST UNIVERSITY
108TH AVENUE NE
PO BOX 579
KIRKLAND, WA 98033

NONE

PC

EDUCATIONAL

PROGRAMS

20,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

50

MURRAY STATE UNIVERSITY


CURRIS CENTER
MURRAY,KY
42071
NATIONAL
ANALYSIS
SUITE 800
DALLAS,TX

102

CENTER FOR POLICY


12770 COIT ROAD
75251

19W4TH

NICHOLLS STATE UNIVERSITY


BOX 2083
THIBODAUX,LA
70310

NORTH PARK UNIVERSITY


WEST FOSTER AVENUE
CHICAGO,IL
60625

3225

5520

NORTHWESTERN
OKLAHOMA
STATE UNIVERSITY
FOUNDATION
2929 E RANDOLPH
ENID,OK
73701
Total.

PO

......3a

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address


a

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

Paid dunng the year

NORTHWESTERN
UNIVERSITY
1801 MAPLE AVE
EVANSTON, IL 60208

NONE

PC

EDUCATIONAL

PROGRAMS

&
OHIO STATE UNIVERSITY
FOUNDATION
154 W 12TH AVE
COLUMBUS,OH
43210

NONE

PC

EDUCATIONAL

PROGRAMS

130,000

OHIO UNIVERSITY
FOUNDATION
PO BOX 869
ATHENS,OH
45701

NONE

PC

EDUCATIONAL

PROGRAMS

50,000

OKLAHOMA
STATE UNIVERSITY
104 BUSINESS BUILDING
STILLWATER,OK
74074

NONE

PC

EDUCATIONAL

PROGRAMS

69 ,000

OXFORD COLLEGE AT EMORY


UNIVERSITY
118 FEW CIRCLE
OXFORD, GA 30054

NONE

PC

EDUCATIONAL

PROGRAMS

11,0 0 0

PACIFIC RESEARCH INSTITUTE


ONE EM BA RCA DERO CENTER
SUITE 350
SAN FRANCISCO,CA
94111

NONE

PC

GENERAL OPE RATING


SUPPORT

PATRICK HENRY COLLEGE


PATRICK HENRY CIRCLE
PURCELLVILLE,VA
20132

NONE

PC

EDUCATIONAL

PROGRAMS

4,000

PENNSYLVANIA
STATE
UNIVERSITY
- UNIVERSITY
PARK
201 OLD MAIN
UNIVERSITY
PARK,PA
16802

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

PROPERTY AND ENVIRONMENT


RESEARCH CENTER 2048
ANALYSIS
DR
SUITE A
BOZEMAN,MT
59718

NONE

PC

EDUCATIONAL

PROGRAMS

2 5,000

PROVIDENCE
CUNNINGHAM
PROVIDENCE,

NONE

PC

EDUCATIONAL

PROGRAMS

9,500

NONE

PC

EDUCATIONAL

PROGRAMS

6,500

RAMAPO COLLEGE FOUNDATION


505 RAMAPO VALLEY RD
MAHWAH, NJ 07430

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,000

REASON FOUNDATION
3415
SOUTH SEPULVEDA
SUITE 400
LOS ANGELES,CA
90034

NONE

PC

GENERAL OPE RATING


SUPPORT

60,000

REN SSE LA ER POLYTECHNIC


INSTITUTE
110 8TH ST
TROY,NY
12180

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

RESEARCH FOUND FOR THE STATE


UNIV OF NEW YORK 735
ANDERSON HILL ROAD
PURCHASE, NY 10577

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

COLLEGE
SQUARE
RI 02918

RADFORD UNIVERSITY
6952
RADFORD,VA
24142

Total.

10

PO BOX

......3a

8,800

50,000

23,096,488

Form 990PF

Part XV Line 3 - Grants

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

Rec1p1ent
Name and address
business)

and Contributions

(home or

Paid During the Year or Approved


Foundation
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year


RO ANO KE COLLEGE
LANE
SLAEM, VA 24153

221 COLLEGE

NONE

PC

EDUCATIONAL

PROGRAMS

1,200

ROBERT MORRIS UNIVERSITY


6001 UNIVERSITY
BOULEVARD
MOO N TOWNSHIP,
PA 151081189

NONE

PC

EDUCATIONAL

PROGRAMS

8,000

ROCKFORD COLLEGE
STATE STREET
ROCKFORD,IL
61108

NONE

PC

EDUCATIONAL

PROGRAMS

14,000

ROGERS STATE UNIVERSITY


FOUNDATION
1701 WEST WILL
ROGERS BOULEVARD
CLAREMORE, 0 K 7 4 0 1 7

NONE

PC

EDUCATIONAL

PROGRAMS

8,000

RUTGERS UNIVERSITY
- CAMDEN
217 NORTH 5TH STREET
CAMDEN,NJ
08102

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,500

RYAN FOUNDATION
ROAD
WAYNE,PA
19087

NONE

PC

EDUCATIONAL

PROGRAMS

2 5,000

NONE

PC

EDUCATIONAL

PROGRAMS

9,500

SALISBURY
UNIVERSITY
1101
CAMDEN AVENUE
SALISBURY,MD
218016860

NONE

PC

EDUCATIONAL

PROGRAMS

2 2,000

SAMFORD UNIVERSITY
800
LAKESHORE DR
BIRMINGHAM,AL
35229

NONE

PC

EDUCATIONAL

PROGRAMS

30,000

SAN DIEGO STATE UNIVERSITY


RESEARCH FOUNDATION
5250
CAMPANILE
DRIVE
SAN DIEGO,CA
92182

NONE

PC

EDUCATIONAL

PROGRAMS

6,200

SARAH LAWRENCE COLLEGE


MEAD WAY
BRONXVILLE,
NY 10708

NONE

PC

EDUCATIONAL

PROGRAMS

11,0 0 0

SEATTLE PACIFIC
UNIVERSITY
3307 3RD AVENUE WEST
SUITE 306
SEATTLE,WA
98119

NONE

PC

EDUCATIONAL

PROGRAMS

5,500

SETON
SOUTH
SOUTH

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

SOCIETY FOR THE DEVELOPMENT


OF AUSTRIAN
ECONOMICS
7708
QUEENS GARDEN
DALLAS,TX
75248

NONE

PC

EDUCATIONAL

PROGRAMS

3,500

SOUTHERN ILLINOIS
UNIVERSITY
- CARBONDALE
1150 DOUGLAS
DRIVE
CARBONDALE,IL
62901

NONE

PC

EDUCATIONAL

PROGRAMS

5,500

5050

EAST

805 BROWER

SAINT FRANCIS UNIVERSITY


BOX 600
LORETTO, PA 15940

Total.

PO

HALL UNIVERSITY
400
ORANGE AVENUE
O RANGE, NJ O7 0 7 9

......3a

23,096,488

Form 990PF

Part XV Line 3 - Grants

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

Rec1p1ent
Name and address

and Contributions

(home or business)

Paid During the Year or Approved


Foundation
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

SOUTHERN ILLINOIS
UNIVERSITY
FOUNDATION
1235 DOUGLAS
DRIVE
MAIL CODE 6805
CARBONDALE,IL
62901

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

SOUTHERN METHODIST
UNIVERSITY
6425 BOAZ LANE
DALLAS,TX
75205

NONE

PC

EDUCATIONAL

PROGRAMS

192,000

SOUTHERN UTAH UNIVERSITY


351 WEST UNIVERSITY
BOULEVARD
CEDARCITY,UT
84720

NONE

PC

EDUCATIONAL

PROGRAMS

18,400

SOUTHERN VIRGINIA
UNIVERSITY
1 UNIVERSITY
HILL DR
BUENA VISTA,VA
24416

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

ST BONAVENTURE
UNIVERSITY
3261 WSTATE ROAD
ST BONAVENTURE,NY
14778

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

ST CLOUD STATE UNIVERSITY


FOUNDATION
720 4TH AVENUE
SOUTH
SAINT CLOUD,MN
563014498

NONE

PC

EDUCATIONAL

PROGRAMS

4,000

NONE

PC

EDUCATIONAL

PROGRAMS

4,500

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

29,500

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

ST VINCENT COLLEGE 300


FRASOR PURCHASE ROAD
LATROBE,PA
15650

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

STATE UNIVERSITY
OF NEW YORK
- PLATTSBURGH
101 BROAD
STREET
PLATTSBURGH,NY
12901

NONE

PC

EDUCATIONAL

PROGRAMS

17,500

STEPHEN F AUSTIN STATE


UNIVERSITY
PO BOX 13004 SFA
STATION
NACOGDOCHES,TX
759623004

NONE

PC

EDUCATIONAL

PROGRAMS

13,500

ST EDWARDS UNIVERSITY
CONGRESS AVE
AUSTIN,TX
78704

3001

ST JOHN FISHER COLLEGE


EAST AVENUE
ROCHESTER,NY
14618

3690

ST JOHN'S UNIVERSITY
UTOPIA PARKWAY
QUEENS,NY
11439

8000

ST LAWRENCE UNIVERSITY
ROMO DA DRIVE
CANTON, NY 13617

23

ST MARY'S COLLEGE OF
MARYLAND FOUNDATION
18952
FISHER RD
SAINT MARYS CITY,MD
20686
ST MICHAEL'S
COLLEGE
WINOOSKI
PARK
CO LC HESTER, VT 05439

Total.

ONE

.....3a

23,096,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year


SUFFOLK UNIVERSITY
8
ASHBURTON
PLACE
BOSTON,MA
021082770

NONE

PC

EDUCATIONAL

PROGRAMS

17 ,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

2 3,000

TEXAS A&M UNIVERSITY


FOUNDATION
401 GEORGE BUSH
DR
77840
COLLEGE STATION,TX

NONE

PC

EDUCATIONAL

PROGRAMS

TEXAS PUBLIC POLICY


FOUNDATION
900 CONGRESS
SUITE 400
AUSTIN,TX
78701

NONE

PC

GENERAL
SUPPORT

NONE

PC

EDUCATIONAL

PROGRAMS

109,000

NONE

PC

EDUCATIONAL

PROGRAMS

215,000

THE COLLEGE OF NEW JERSEY


2000 PENNINGTON
RD
08628
EWING,NJ

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

THE EDUC AT IO NA L REVIEWER


FOUNDATION
PO BOX 4
MECOSTA,MI
49332

NONE

PC

EDUCATIONAL

PROGRAMS

17,900

THE FOUNDATION
FOR
GROSSMONT
& CUYAMACA
COLLEGES
8800 GRO SSMO NT
COLLEGE DRIVE
EL CAJON,CA
92020

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

THE FUND FOR AMERICAN


STUDIES
1706 NEW HAMPSHIRE
AVE NW
WASHINGTON,
DC 20009

NONE

PC

GENERAL
SUPPORT

OPE RATING

26,000

THE HERITAGE FOUNDATION


214
MASSACHUSETTS
AVENUE NE
WASHINGTON,
DC 200024999

NONE

PC

GENERAL
SUPPORT

OPE RATING

300,000

THE JOHN ADAMS CENTER FOR


THE STUDY OF FAITH
PHILOSOPHY
PUBLIC AFFAIRS
2075 NORTH CANYON ROAD
PROVO,UT
84604

NONE

PC

EDUCATIONAL

THE PHILLIPS FOUNDATION


MASSACHUSETTS
AVE NW
SUITE 620
WASHINGTON,
DC 20001

NONE

PF

GENERAL
SUPPORT

NONE

PC

EDUCATIONAL

900 S

SYRACUSE UNIVERSITY
CROUSE AVE
SYRACUSE,NY
13210
TEXAS A&M UNIVERSITY
GEORGE BUSH DR
COLLEGE STATION,TX

401
77843

TEXAS TECH UNIVERSITY


FOUNDATION
BOX 41034
LUBBOCK,TX
794091034
THE CATHOLIC
AMERICA
620
WASHINGTON,

UNIVERSITY
OF
MICHIGAN
AVE NE
DC 20064

TRANSYLVANIA
UNIVERSITY
HAUPT HALL
SECOND FLOOR
LEXINGTON,KY
40508

Total.

AVE

ONE

230,000

4 5,000

OPE RATING

7 ,500

PROGRAMS

5,000

OPE RATING

9,000

PROGRAMS

......3a

23,096

,488

Form 990PF

Part XV Line 3 - Grants

If rec1p1ent 1s an 1nd1v1dual,

Rec1p1ent
Name and address

and Contributions

(home or business)

show any relat1onsh1p to


any foundation manager
contributor
or substantial

Paid During the Year or Approved


Foundation
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year


TRINITY
COLLEGE
300
STREET
HARTFORD,CT
06106

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,500

TRINITY
UNIVERSITY
1 TRINITY
PL
SANANTONIO,TX
78212

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

TROY UNIVERSITY
INC 216 ADAMS
ADMINISTRATION
36082
TROY,AL

NONE

PC

EDUCATIONAL

PROGRAMS

50,000

NONE

PC

EDUCATIONAL

PROGRAMS

6,500

NONE

PC

EDUCATIONAL

PROGRAMS

9,000

UNIVERSITY
OF ALASKA FAIRBANKS
PO BOX 756080
FAIRBANKS,AK
99775

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

UNIVERSITY
OF ARIZONA
FOUNDATION
1111 NORTH
CHERRY AVENUE
PO BOX 210109
TUCSON,AZ
857210109

NONE

PC

EDUCATIONAL

PROGRAMS

40,000

UNIVERSITY
OF ARKANSAS
FOUNDATION
2801 SOUTH
UNIVERSITY
AVE
LITTLE ROCK,AR
72204

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

NONE

PC

EDUCATIONAL

PROGRAMS

40,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

19 ,000

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,700

SUMMIT

FOUNDATION
BUILDING

UNIVERSITY
ENTERPRISES
CORPORATION
5500 UNIVERSITY
PARKWAY
92407
SAN BERNARDINO,CA
UNIVERSITY
OF AKRON
BUCHTEL COMMONS
44325
AKRON,OH

302

UNIVERSITY
OF CENTRAL
ARKANSAS
FOUNDATION
BOX 4986
CONWAY ,AR 7 20354986

UCA

UNIVERSITY
OF COLORADO
COLORADO
SPRINGS
1420
AUSTIN BLUFFS PKWY
COLORADO
SPRINGS,CO
80918
UNIVERSITY
NORTHGATE
IRVING,TX

OF DALLAS
DR

1845

75062

UNIVERSITY
OF DAYTON
COLLEGE PARK
DAYTON,OH
45469
UNIVERSITY
OF DELAWARE
COLLEGE AVE
NEWARK, DE 19716

300

210 S

UNIVERSITY
OF HOUSTON
CALHOUN
ROAD
316 E CULLEN BUILDING
HOUSTON,TX
772042015

4800

NONE

PC

EDUCATIONAL

PROGRAMS

16,000

UNIVERSITY
OF KENTUCKY
ROSE STREET
LEXINGTON,KY
40508

800

NONE

PC

EDUCATIONAL

PROGRAMS

3 3,000

Total.

......3a

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

UNIVERSITY
OF LOUISVILLE
S 3 RD ST
LOUISVILLE,KY
40292

NONE

PC

EDUCATIONAL

PROGRAMS

20,500

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

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF MAINE
5782 WINSLOW HALL
ORONO,ME
04469

NONE

PC

EDUCATIONAL

PROGRAMS

2,600

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

UNIVERSITY
OF MARYLAND COLLEGE PARK OFFICE OF GIFT
ACCEPTANCE
1101 MAIN ADMINISTRATION
BUILDING
COLLEGE PARK,MD
20742

NONE

PC

EDUCATIONAL

PROGRAMS

6,500

UNIVERSITY
OF MISSISSIPPI
FALKNER
UNIVERSITY,MS
38677

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

3 3,000

UNIVERSITY
OF NEBRASKA OMAHA
6001 DODGE STREET
OMAHA,NE
68182

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

UNIVERSITY
OF NEW ORLEANS
FOUNDATION
2021 LAKESHORE
DRIVE
SUITE 420
NEWORLEANS,LA
70122

NONE

PC

EDUCATIONAL

PROGRAMS

2 2,000

UNIVERSITY
OF NORTH CAROLINA
- CHAPEL HILL ARTS SCIENCE
FOUNDATION
209 SOUTH RD
CHAPEL HILL, NC 27599

NONE

PC

EDUCATIONAL

PROGRAMS

UNIVERSITY
OF NORTH CAROLINA
- GREENSBORO
239 CURRY
BUILDING
GREENSBORO,NC
27412

NONE

PC

EDUCATIONAL

PROGRAMS

6,800

UNIVERSITY
OF NORTH CAROLINA
- PEMBROKE PO BOX 1510
PEMBROKE,NC
28372

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF NOTRE DAME
OSHAUGHNESSY
HALL
NOTRE DAME,IN
46556

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

UNIVERSITY
OF PENNSYLVANIA
3451 WALNUT ST
WYN N E WO O D, PA 19104

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF RICHMOND
WESTHAMPTON
WAY
RICHMOND,VA
23173

NONE

PC

EDUCATIONAL

PROGRAMS

15,000

- ORONO

UNIVERSITY
OF MARYLAND
BALTIMORE
COUNTY
1000
HILLTOP CIRCLE
ADM IN BLDG 3RD FLOOR
BALTIMORE,MD
21250

UNIVERSITY
OF MISSOURI
COLUMBIA
904 VIRGINIA
COLUMBIA,MO
65201

Total.

2301

113

AVE

217

28

......3a

115,000

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

5998

NONE

PC

EDUCATIONAL

PROGRAMS

12,500

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

NONE

PC

EDUCATIONAL

PROGRAMS

6,500

UNIVERSITY
OF TENNESSEE
KNOXVILLE
210 STUDENT
SERVICES BUILDING
KNOXVILLE,TN
379960105

NONE

PC

EDUCATIONAL

PROGRAMS

2,000

UNIVERSITY
OF TEXAS ARLINGTON
701 S NEDDERMAN
DRIVE
ARLINGTON,TX
76019

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF TEXAS - AUSTIN
PO BOX 7458
AUSTIN,TX
78713

NONE

PC

EDUCATIONAL

PROGRAMS

7 ,000

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

UNIVERSITY
OF VIRGINIA
C/0
UVA OFFICE OF SPONSORED
PROGRAM
PO BOX 400195
CHARLOTTESVILLE,
VA 22904

NONE

PC

EDUCATIONAL

PROGRAMS

8,000

UNIVERSITY
OF VIRGINIA'S
COLLEGE AT WISE 1 COLLEGE
AVENUE
WISE, VA 24293

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

UNIVERSITY
OF WEST FLORIDA
FOUNDATION
BUILDING
12
11000 UNIVERSITY
PARKWAY
PENSACOLA,FL
32514

NONE

PC

EDUCATIONAL

PROGRAMS

11,0 0 0

UNIVERSITY
OF WISCONSIN
- LA
CROSSE 1725 STATE STREET
LA CROSSE, WI 54601

NONE

PC

EDUCATIONAL

PROGRAMS

12,500

UNIVERSITY
FOUNDATION
AVENUE
MADISON,WI

NONE

PC

EDUCATIONAL

PROGRAMS

11,0 0 0

NONE

PC

EDUCATIONAL

PROGRAMS

6,000

NONE

PC

EDUCATIONAL

PROGRAMS

4 5,000

NONE

PC

EDUCATIONAL

PROGRAMS

UNIVERSITY
OF SAN DIEGO
ALCALA PARK
SAN DIEGO,CA
92110

UNIVERSITY
OF TULSA
SOUTH TUCKER DRIVE
TULSA,OK
74104

UNIVERSITY
BOX 353330
SEATTLE,WA

800

OF WASHINGTON

981953530

OF WISCONSIN
1848 UNIVERSITY

53726

URSINUS COLLEGE
STREET
PO BOX 1000
COLLEGEVILLE,
PA

601 E MAIN

19426

UTAH STATE UNIVERSITY


OLD MAIN HILL
LOGAN,UT
843221400

1400

UTAH STATE UNIVERSITY


FOUNDATION
DEVELOPMENT
OFFICE
1420 OLD MAIN HILL
LOGAN,UT
843221420
Total.

PO

.....3a

100,000

23,096

,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

124 RAYMOND

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

VIRGINIA
TECH 702 UNIVERSITY
CITY BLVD MC 0364
BLACKBURG,VA
24061

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

VMI

NONE

PC

EDUCATIONAL

PROGRAMS

10,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

WASHINGTON
AND LEE
UNIVERSITY
204 WWASHINGTON
STREET
LEXINGTON,VA
24450

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

WEBBER INTERNATIONAL
UNIVERSITY
1201 N SCENIC
BABSON PARK,FL
33827

NONE

PC

EDUCATIONAL

PROGRAMS

4,000

NONE

PC

EDUCATIONAL

PROGRAMS

9,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

WEST TEXAS A&M UNIVERSITY


BOX 60187
CANYON,TX
79016

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

WESTERN CAROLINA
UNIVERSITY
AFIE DEPARTMENT
FO 121
COLLEGE OF BUSINESS
CU LLOWHEE, NC 28723

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

WESTERN KENTUCKY UNIVERSITY


1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN, KY 42101

NONE

PC

EDUCATIONAL

PROGRAMS

12,000

WESTERN MICHIGAN
UNIVERSITY
1903 W MICHIGAN
AVE
KALAMAZOO,MI
49008

NONE

PC

EDUCATIONAL

PROGRAMS

14,550

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

NONE

PC

EDUCATIONAL

PROGRAMS

5,000

VASSAR COLLEGE
AVENUE
POUGHKEEPSIE,NY

RESEARCH

309 LETCHER
LEXINGTON,VA

12604

LABORATORIES
AVE

24450
1834

WAKE FOREST UNIVERSITY


WAKE FOREST ROAD
WINSTON SA LEM, NC 27106

4760

WESLEYAN COLLEGE
FORSYTH ROAD
MACON, GA 31210

WEST LIBERTY UNIVERSITY


RESEARCH CORPORATION
UNIVERSITY
DRIVE
COLLEGE UNION BOX 129
WEST LIBERTY, WV 26074

WHEATON
AVE
WHEATON,

COLLEGE
IL

HWY

208

501 COLLEGE

6 0 18 7 5 5 9 3

WINSTON-SA
LEM STATE
UNIVERSITY
601 MARTIN LUTHER
KING JR DRIVE
WINSTON SA LEM, NC 27110
WINTHROP
UNIVERSITY
OAKLAND AVENUE
ROCK HILL,SC
29733

Total.

701

......3a

23,096,488

Form 990PF

Part XV Line 3 - Grants


Rec1p1ent

Name and address

(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
status of
rec1p1ent

for Future

Purpose of grant or
contribution

Payment
A mount

a Paid dunng the year

WOFFORD COLLEGE 429 N


CHURCH ST
SPARTANBURG, SC 29303

NONE

PC

EDUCATIONAL

YOUNG AMERICANS
FOR LIBERTY
FOUNDATION
PO BOX 2751
ARLINGTON,VA
22202

NONE

PC

GENERAL OPE RATING


SUPPORT

YOUTH ENTREPRENEURS
KANSAS 4111E37THSTN
SUITE 0101
WICHITA,
KS 67220

NONE

PC

GENERAL OPE RATING


SUPPORT

GEORGIA TECH REASEARCH


INSTITUTE
PO BOX 100117
ATLANTA,GA
30384

NONE

PC

RETURNED

GRANT

-28 2

UNIVERSITY
OF AKRON
BUCHTEL COMMONS
AKRON,OH
44325

302

NONE

PC

RETURNED

GRANT

-1

NORTH CAROLINA
STATE
UNIVERSITY
2701 SULLIVAN
DRIVE
SUITE 240
RALEIGH,NC
27695

NONE

PC

RETURNED

GRANT

-1,8 9 8

NATIONAL
UNIVERISTY
11255
NORTH TORREY PINES RD
LA JOLLA,CA
92037

NONE

PC

RETURNED

GRANT

-4 7 3

TRINITY UNIVERSITY
1 TRINITY
PL
SANANTONIO,TX
78212

NONE

PC

RETURNED

GRANT

-2,163

BAYLOR UNIVERSITY
PLACE
UNIT 97042
WACO, TX 76798

NONE

PC

RETURNED

GRANT

-237

NONE

PC

RETURNED

GRANT

-1,0 7 3

OF

ONE BEAR

LIN FIELD COLLEGE 900 SE BAKER


ST
MCMINNVILLE,OR
971286894
Total.

PROGRAMS

.....3a

7 ,500

70,82 5

100,000

23,096,488

letile

I As

GRAPHIC print - DO NOT PROCESS

Filed Data -

Schedule B

DLN:934913210177741
OMB No 1545-0047

Schedule of Contributors

(Form 990, 990-EZ,


or 990-PF)

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


about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions
www.irs.gov/form990.

,... Information

Departrrent of the Treasury


Internal Re1.enueSer1,1ce

Name of the organization

2013

Employer identification

CHARLES KOCH FOUNDATION

Organization

is at

number

I48-0918408

type ( check one)

Filers of:

Section:

r
r
r

Form 990 or 990-EZ

501 ( c )( ) ( enter number) organization


4947( a)( 1) nonexempt charitable trust not treated as a private foundation
527 pol1t1calorganization

P" 501(c)(3)

Form 990-Ff"

r
r

exempt private foundation

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


501(c)(3) taxable private foundation

Check 1fyour organization 1scovered by the General Rule or a Special Rule.


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

P" For an organization

f1l1ngForm 990, 990-EZ, or 990-Ff" that received, during the year, $5,000 or more ( 1nmoney or
property) from any one contributor Complete Parts I and II

Special Rules
1

For a section 501 ( c )( 3) organization f1l1ngForm 990 or 990-EZ that met the 33 13% 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 VIII, line 1h, or (11)Form 990-EZ, line 1 Complete Parts I and II

For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ngForm 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclus1vely for rel1g1ous,charitable,
sc1ent1f1c,literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and
Ill

For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ngForm 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclus1vely for rel1g1ous,charitable, etc , purposes, but these contributions did
not total more than $1, 000 If this box 1schecked, enter here the total contributions that were received during
the year for an exclus1vely rel1g1ous,charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organization because 1treceived nonexclus1vely rel1g1ous,charitable, etc, contributions of $5,000 or more
during the year .

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

Caution. An organization that 1snot covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-Ff"), but 1tmust answer "No" on Part IV, line 2, of its Form 990, or check the box on line Hof its
Form 990-EZ or on its Form 990Ff", Part I, line 2, to certify that 1tdoes not meet the f1l1ngrequirements of Schedule B ( Form 990,
990-EZ, or 990-Ff")
For Paperwork Reduction Pct Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF

Cat No 30613X

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-Ff") (2013)

Page 2

Name of organization

Employer

identification

number

CHARLES KOCH FOUNDATION

..

48-0918408

Contributor

S (seeinstructions) Useduplicate copies of Part I 1fadd1t1onalspace1sneeded

(a)
No.

--

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution

1
CHARLES G KOCH
4111 E 37TH STREET N
WICHITA,

(a)
No.

168,331,010

KS 67 220

Person
Payroll
Noncash

r
r

(Complete Part II for


noncash contributions )

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

Schedule

B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-Ff") (2013)

Page 3

Name of organization

Employer

identification

number

CHARLES KOCH FOUNDATION

48-0918408

1=.,.,.11 l\bncas h Property


(a) l\b.
from
Part I

(see instructions)

Description

Use duplicate copies of Part II 1fadd1t1onalspace 1s needed

(b)
of noncash property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) l\b.
from
Part I

Description

(b)
of noncash property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) l\b.
from
Part I

Description

(b)
of noncash property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) l\b.
from
Part I

Description

(b)
of noncash property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) l\b.
from
Part I

Description

(b)
of noncash property

(c)
FMV (or estimate)

given

(see instructions)

(d)
Date received

-$

(a) l\b.
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-Ff") (2013)

Page 4

Name of organization

Employer

identification

number

CHARLES KOCH FOUNDATION

48-0918408

Exclusively religious, charitable, etc., individual contributions


to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the follow 1ngline entry
For organizations completing Part Ill, enter the total of exclus1vely rel1g1ous,charitable, etc ,
contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons) ,...
$
Use duplicate copies of Part Ill if add1t1onalspace 1sneeded
(a) l\b.
from
Part I

(b) Purpose of gift

(c) Use of gift

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

(a) l\b.
from
Part I

name, address,

and ZIP 4

(b) Purpose of gift

of gift
Relationship

(c) Use of gift

of transferor

to transferee

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

(a) l\b.
from
Part I

name, address,

and ZIP 4

(b) Purpose of gift

of gift
Relationship

(c) Use of gift

of transferor

to transferee

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

(a) l\b.
from
Part I

name, address,

and ZIP 4

(b) Purpose of gift

of gift
Relationship

(c) Use of gift

of transferor

to transferee

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

name, address,

and ZIP 4

of gift
Relationship

of transferor

Schedule

to transferee

B (Form 990, 990-EZ, or 990-PF) (2013)

lefile

GRAPHIC

print

- DO NOT PROCESS

TY 2013 Accounting

I As

Filed

DLN:934913210177741

Data -

Fees Schedule
Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Category

ACCOUNTING

FEES

Amount

Net Investment
Income
28,041

Adjusted Net
Income

Disbursements
Charitable
Purposes

for

28,041

lefile

GRAPHIC print - DO NOT PROCESS

Note: To capture

the full content

I As

Filed Data -

of this document,

please

I
select

DLN:93491321017774
landscape

mode (11" x 8.5")

when printing.

TY 2013 Depreciation Schedule


Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Description
Property

of

Date
Acquired

OFFICE EQUIPMENT

2011-01-01

UNIMPROVED LAND

1988-05-13

Cost or Other
Basis

16,635
3,377,694

Prior Years'
Depreciation

5,003

Computation

Method
Life(#

SL
L

Current Year's
Depreciation
Expense

Rate/
of years)

3,326

Net Investment
Income

Adjusted
Net
Income

Cost of Goods
Sold Not
Included

lefile

GRAPHIC print - DO NOT PROCESS

Note: To capture

the full content

I As

Filed Data -

of this document,

please

select

DLN:93491321017774
landscape

mode (11" x 8.5")

when printing.

TY 2013 Expenditure Responsibility Statement


Name:

CHARLES KOCH 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

THE PHILLJPS
FOUNDATION

ONE
MASSACHUSSETS
AVENUE NW SUITE
WASHINGTON, DC
20001

2012-12-17

25,000

TO SUPPORT THE ROBERT


NOVAK JOURNALJSM
FELLOWSHIP PROGRAM

25,000

NO

11/06/2014
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE


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

BASTIAT
SOCIETY

180 SPRING STREET


CHARLESTON, SC
29403

2013-09-24

10,000

EXPENSE GRANT TO THREE OF


BASTIAT'S LOCAL CHAPTERS TO
HOST A SPOTLJGHT PROGRAM
FOR THEIR MEMBERS

10,000

NO

11/11/2014
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES

THE GRANTOR HAS NO REASON TO DOUBT THE


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

lefile

GRAPHIC

print

- DO NOT PROCESS

TY 2013 Investments

I As

Filed

DLN:934913210177741

Data -

- Land Schedule
Name:

CHARLES KOCH FOUNDATION

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

GRAPHIC

print

- DO NOT PROCESS

TY 2013 Investments

Filed

DLN:934913210177741

Data -

- Other Schedule
Name:
EIN:

Category/

I As

Item

CHARLES KOCH FOUNDATION

48-0918408
Listed at Cost or
FMV

Book Value

End of Year Fair


Market Value

FMV

49,689,725

63,172,251

EFPRP

FMV

292,414,681

301,970,151

BRIDGEWATER

FMV

60,000,000

60,000,000

ELLIOT INTERNATIONAL

FUND

lefile

GRAPHIC

print

- DO NOT PROCESS

I As

Filed

DLN:934913210177741

Data -

TY 2013 Land, Etc. Schedule


Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Category

/ Item

OFFICE EQUIPMENT

Cost/ Other
Basis

16,635

Accumulated
Depreciation

8,329

Book Value

8,306

End of Year Fair


Market Value

lefile

GRAPHIC print - DO NOT PROCESS

I As Filed

DLN:934913210177741

Data -

TY 2013 Other Expenses Schedule


Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Description

INSURANCE
& DELIVERY

POSTAGE

BANK FEES
SUPPLIES

& DUES

A WA RDS/INCENTIVES
GIFTS
LICENSE

FEES

INTERNET
MISCELLANEOUS

Net Investment
Income

Adjusted

Net Income

Disbursements for
Charitable Purposes

14 ,093

21,560

3,973

3,973

20

20

622

622

4,043

TELEPHONE
MEMBERSHIP

Revenue and Expenses


per Books

4,043

257

257

80

80

1,676

1,676

750

750

1,106

1,106

701

8,984

lefile

GRAPHIC

print

- DO NOT PROCESS

I As

Filed

DLN:934913210177741

Data -

TY 2013 Other Income Schedule


Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Description

OTHER INCOME

- LAND RENT

OTHER INCOME

- MISCELLANEOUS

OTHER INCOME-INVESTMENTS

Revenue And
Expenses Per Books

540

Adjusted

Net Investment
Income

540

1,5 21
1,317

1,317

Net Income

lefile

GRAPHIC print - DO NOT PROCESS

I As Filed

DLN:934913210177741

Data -

TY 2013 Other Professional Fees Schedule


Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Category

PROFESSIONAL
FEES
WEBSITE

CONSULTING

CORPORATE

ON-LINE

FILING

FEES

FEES

FEES

PRODUCTION

SPEAKERS

FEES

MANAGEMENT

SERVICE

ADVERTISING
VIDEO

FEES

PROFESSIONAL

INVESTMENT
FEES

Net Investment
Income

335,379

FEES

1,050

Adjusted Net
Income

Disbursements for
Charitable
Purposes
335,379

22,6 50

FEES

LAND MAINTENANCE

OTHER

Amount

22,6 50
1,050

723

723

53,5 36

53,5 36

914,388
5,776

914,388
5,776

2 3 2 ,8 51

2 3 2 ,8 51

19,950

19,950

17 ,000

17 ,000

lefile

GRAPHIC print - DO NOT PROCESS

I As Filed

DLN:934913210177741

Data -

TY 2013 Taxes Schedule


Name:

CHARLES KOCH FOUNDATION

EIN: 48-0918408
Category

FEDERAL EXCISE TAX


VA BUSINESS
K-1 FOREIGN

PROPERTY TAX
TAXES PAID

Amount

Net Investment
Income

118,102
70
26 ,4 30

26 ,4 30

Adjusted Net
Income

Disbursements for
Charitable
Purposes

Das könnte Ihnen auch gefallen