Beruflich Dokumente
Kultur Dokumente
For calendar
year
DLN:93491321017774
OMB No 1545-0052
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
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
l:a-11
1
2
Analysis
Contributions,
schedule)
gifts, grants,
1fthe foundation
Check ....
Sch
4'
;
:r;
~
Ci::
on savings
Sa
Gross
6a
b
Net rental
income
Net short-term
Income
capital
Gross sales
allowances
less returns
profit or (loss)
(attach
11
Other
income
schedule)
12
(attach
4'
15
!::
16a
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
24,560,508
31,522,949
Net investment
Adjusted
For Paperwork
12,716,380
28,041
and meetings.
Contributions,
181,048,911
and publ1cat1ons
expenses
1,857
etc
benefits
26
trustees,
3,378
schedule).
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
Other
>
to attach
mod1f1cat1ons
14
p
,:::;
for charitable
purposes
(cash basis only)
168,331,010
gain
Less
4'
income
Gross
Li.I
or (loss)
)(
expenses per
books
from securities.
13
(d) Disbursements
(attach
1s not required
,fl
received
Compensation
,fl
(The
rents
10a
etc,
and temporary
and Expenses
Interest
of Revenue
'
'
'
'
'
149,525,962
11,774,512
enter -0-)
enter -0-)
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
....
9,310,290
9,310,290
72,101
4,692,913
4,692,913
86,638
262,218
262,218
and other
(attach
schedule)
....
....
expenses
Investments-Li
and deferred
charges
obl1gat1ons (attach
stock
(attach
schedule).
Investments-corporate
bonds (attach
schedule).
Investments-land,
Less
deprec1at1on (attach
accumulated
13
Investments-other
14
3,377,694
basis ....
schedule)
schedule)
....
schedule)
Other assets
16
(describe
18
Grants
payable
19
Deferred
20
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
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
directors,
trustees,
l1ab1l1t1es (describe
(attach
schedule)
....
22)
p-
Q)
24
Unrestricted
,r.:;
25
Temporarily
,r.:;
26
Permanently
!::
ca
restricted
restricted
!::
,__
0 27
Capital
,fl
Pa1d-1n or capital
u..
$,fl
,fl
....
-::::::
28
29
stock,
Retained
trust
earnings,
principal,
surplus,
or current
or land, bldg,
accumulated
income,
funds
and equipment
endowment,
...:r 30
1nstruct1ons).
31
'
fund
or other funds
the 1nstruct1ons)
fflfOI
1
Analysis
Total
of Changes
net assets
with end-of-year
or fund balances
figure reported
at beg1nn1ng of year-Part
on prior year's
II, column
return)
Other
increases
Decreases
Total
not included
not included
net assets
265,672,428
149,525,962
4
5
or fund balances
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
l:F-Till"t Capita
2-story
Income
(d) Date sold
P-Purchase
D-Donat1on
(mo,
day, yr)
(mo,
day, yr)
la
b
c
d
e
plus expense
of sale
79,906,377
74,134,163
18,804,374
19 ,510 ,4 53
5,772,214
-706,079
d
e
Complete
showing
gain 1n column
(i) FM V asof12/31/69
on 12/31/69
5,772,214
-706 ,079
b
c
d
e
Capital
Net short-term
gain or (loss)
as defined
..
ifliA"4
Quahf1cat1on
Under Section
(For optional
use by domestic
private
If section
4940(d)(2)
applies,
1n sections
1222(5)
4940(e)
foundations
If (loss),
enter -0-
5,066,135
and (6)
4940(a)
Income
income)
loss)
amount
1n each column
(a)
(b)
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
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
245,361,154
Multiply
23,949,702
than line 7, check the box 1n Part VI, line 1 b, and complete
(d).
assets
for 2013
line 4 by line 3.
income
line 4.
117,745
24,067,447
27,712,608
See
990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
l:J.fiifJI
Exempt
la
page
foundations
described
1n section
4940(b),
4940(e),
here ....
or 4948-see
on line 1
Date of ruling or determ1nat1on
instructions)
Domestic
foundations
letter
(attach
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-)
Credits/Payments
estimated
section
3
tax (domestic
section
4947(a)(l)
trusts
and taxable
foundations
only
2013
tax payments
Exempt
and 2012
foreign organ1zat1ons-tax
credited
to 2013
Total
6a
at source
300,000
6c
5 5,000
6d
6d.
of estimated
tax
7
Check
here
1f Form 2220
1s attached
....
....
....
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
Yes
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
income. Subtract
10
117,745
'
511 (domestic
if necessary-see
credits
copy of letter
directly
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
or d1stnbuted
on foundation
.... $
managers
engaged
(section
O (2) On foundation
.... $
4955)
imposed
managers
.... $
tax imposed
been reported
to the IRS7
4a
b
If "Yes,"
have unrelated
By language
By state
business
gross income
of$1,000
of section
508(e)
1n the governing
Sa
instrument,
articles
4b
d1ssolut1on, or substantial
(relating
instrument,
that conflict
reported
not previously
No
4941
through
4945)
sat1sf1ed either
or
T.
to sections
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
(see 1nstruct1ons)
(or designate)
Is the foundation
of each state
cla1m1ng status
as required
as a private
furnished
by General
operating
foundation
to the Attorney
of section
4942(J)(3)
for Pa rt XIV )7
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
15
comply
directly
attach
schedule
w1th1n the
(see 1nstruct1ons).
to a donor advised
statement
entity
(see 1nstruct1ons)
and exemption
Section
494 7(a)(l)
nonexempt
a bank, securities,
trusts
interest
year 2013,
See 1nstruct1ons
for exceptions
jllrr
country
Statements
received
or accrued
foreign
1n a foreign
Regarding
directly
or leasing
have an interest
1n or a signature
or other authority
credit
to (or accept
foundation
notice
income
off1c1al7 (Exception.
regarding
regarding
(section
disaster
disaster
to incorrect
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 __
20 __
income
No
(lines 6d
1s not applying
undistributed
statement-see
Yes
No
20 __
the prov1s1ons of section
section
4942(a)(2)
4942(a)(2)
1nstruct1ons).
2b
20 __
or 1nd1rect interest
1n any business
enterprise
1n 2013
at
holdings
as a result
4943(c)(7
)) to dispose
of holdings
Yes
No
by the foundation
by gift or bequest,
or (3)
15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme
invest
charitable
purpose
le
was a private
1
,
to the year's
No
acts,
I
business
lb
here.
or d1squal1f1ed persons
4a
or4942(J)(5))
the foundation
of assets)
If the foundation
Yes
No
Check "No"
1n 2a forwh1ch
valuation
4942)
4942(J)(3)
notice
defined 1n section
jllrr 20
3a
service,
on a current
the expenses
on failure to distribute
(relating
Yes
No
1t from)
If "Yes,"
No
May Be Required
applies.
extend
to a government
or 1n a current
O rgan1zat1ons relying
I Yes
I
over
'
1f the foundation
operating
..,..
16
1 If "Yes",
Taxes
Yes
or 1nd1rectly)
of property
13
15
country?
a d1squal1f1ed person?.
No
no jllrr(316) 828-6768
jllrr
section
12
here.
Activities
(either
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
Part VII-B
11
or a d1squal1f1ed person had
address
16
attach
(continued)
Activities
If"Yes,"
make a d1stribut1on
priv11eges7 If"Yes,"
Website
14
512(b)(13)7
13
Regarding
Page
I :F-TilI'd9~1 Statements
3b
31, 1969)
its charitable
4a
purposes?
No
its
4b
990-PF
No
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
I :F-TilI'd!I:I
Sa
Page
Statements
Regarding
(2) Influence
attempt
to influence
(see section
purposes,
etc,
4940(d)(2)7
Regulations
section
53 4945
O rgan1zat1ons relying
or 1n a current
on a current
tax because
6a
of cruelty
notice
regarding
regarding
fail to qualify
disaster
assistance
assistance
check
sectJOn 53.4945-S(d).
directly
No
I
I
Yes
[7
[7
No
Yes
.1
[7
Yes
described
No
No
No
1n
(see 1nstruct1ons)7.
here.
claim exemption
[7
or
or animals 7.
Sb
No
6b
No
.Jrr-'
from the
required by Regulations
Yes
P- Yes I
sc1ent1f1c, literary,
to children
disaster
organ1zat1on described
P- Yes I
No
No
',!;!
on
benefit contract?.
notice
1t ma1nta1ned expenditure
(continued)
carry
(see 1nstruct1ons).
orto
4955),
4945(e))7
drive 7.
(4) Provide
509(a)(l
study,
leg1slat1on (section
(3) Provide
1n section
May Be Required
or otherwise
the outcome
on, directly
Activities
or 1nd1rectly, on a personal
Yes
[7
benefit contract?.
7a
l:ifil*dI
1
receive
any proceeds
Information
About Officers,
and Contractors
directors, trustees,
foundation
Directors,
Foundation
Trustees,
transact1on7
Yes
f7 No
to the transact1on7.
Managers,
7b
(see instructions).
(c) Compensation
(If not paid, enter
(d) Contributions
to
employee benefit plans
and deferred compensation
-0-)
employees
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
(c) Compensation
instructions).
(d) Contributions
to
employee benefit
plans and deferred
compensation
100,137
193,348
11,700
94,181
5,650
99 ,4 70
6,000
530
95,765
2,500
1,746
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
Total number
of others
i:ifilf!d.;I
of each
rece1v1ng
Summary
Directors,
Trustees,
Foundation
person
over $50,000
for professional
of Direct Charitable
(b) Type
$50,000
Managers,
(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
Investments
(see instructions)
investments made by the foundation during the tax year on Imes 1 and 2
A mount
All other
program-related
investments
1 through
....
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
1n carrying
etc,
purposes
Average
monthly
Average
of monthly
fair market
la
value of securities.
lb
cash balances.
Fair market
Reduction
claimed
for blockage
le (attach
detailed
explanation).
Acqu1s1t1on indebtedness
Subtract
Cash deemed
or other factors
reported
I 1e
applicable
I
2
to line 1 assets.
amount,
see
assets. Subtract
1:1.fiS:d Distributable
1
M 1n1mum investment
2a
Tax on investment
245,361,154
12,268,058
Incometaxfor2013
2a
2b
amount
Recoveries
of amounts
Deduction
Distributable
before adJustments
treated
from distributable
Subtract
amount
Distributions
expenses)
investments-total
paid to acquire
assets
Amounts
to accomplish
charitable,
etc,
Cash d1stribut1on
Qualifying
Foundations
income
Adjusted
test (attach
distributions.
that qualify
1n carrying
out charitable,
la
27,712,608
the required
under section
line 4
3a
0
0
27,712,608
3b
the
schedule).
4940(e)
lb
etc,
required).
qualifying distributions.
12,150,313
purposes
(see instructions)
12,150,313
(see 1nstruct1ons).
Subtract
purposes.
12,150,313
as qual1fy1ng d1stribut1ons.
amount as adJusted
Program-related
117,745
line 1.
Amounts
12,268,058
117,745
1m1!.+ Qualifying
and
2c
Distributable
foundations
3 ,7 3 6 ,464
249,097,618
Minimum investment
Expenses,
Amounts
249,097,618
on lines 1 a and
2,64 7 ,777
ld
1 7 ,416 ,111
le
(see 1nstruct1ons).
Ins truct10 ns ).
229,033,730
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
Excess
d1stribut1ons
2011
carryover,
2010
2009
7,054,261
From 2010.
8,931,145
From 2011.
10,279,637
From 2012.
6,999,545
4 Q ual1fy1ng d1stribut1ons
e.
for 2013
..... $
from Part
27, 712,608
to 2012,
to 2013
distributable
e Rema1n1ng amount
Excess
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 2008.
XII,
(c)
2012
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
a Corpus
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.
amount
e Undistributed
income for 2012 Subtract
4a from line 2a Taxable amount-see
1nstruct1ons.
f
line
0
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
and Pa rt VII-A
85%
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.
(1)
(2)
b
(1)
(2)
(3)
(4)
Gross investment
1:r. ....
1
a
~ ..
income
Supplementary
Information
(Complete
assets at any time during the year-see
had $5,000
or more in
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,
and telephone
number or e-mail
address
200
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
d Any restrictions
areas, charitable
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
Total.
.....3a
23,096,488
Total.
.....3b
3,4 59 ,094
Form
990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
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 )
(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
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
b
c
d
e
12 Subtotal
Add columns
12,717,901
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
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)
(4)
Reimbursement
(5)
(6) Performance
of assets
exempt
from a noncharitable
organ1zat1on.
exempt
organ1zat1on.
or other assets.
arrangements.
of services
or membership
or fundra1s1ng sol1c1tat1ons.
ma1l1ng lists,
other assets,
or paid employees.
(a) Line No
2a Is the foundation
described
b If "Yes,"
Sign
Here
directly
1n section
5 O 1 (c )(3 )) or 1n section
organ1zat1ons
5 2 7 7.
.rYes
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)
PO BOX 2256
WICHITA,KS
DIRECTOR
trustees,
foundation
(c) Compensation
(If not paid, enter
-0-)
managers
and their
(d) Contributions
to
employee benefit
plans
and deferred
compensation
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
DIRECTOR/
CHAIRMAN
0 25
TREASURER
10
SECRETARY
10
PRESIDENT
10
/DIRECTOR
Form 990PF
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
NONE
PC
2,500
NONE
PC
50,000
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
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
NONE
PC
EDUCATIONAL
PROGRAMS
2,500
AMERICAN
COUNCIL FOR CAPITAL
FORMATION
CENTER FOR POLICY
RESEARCH
1750 K ST NW
WASHINGTON,
DC 200062302
NONE
PC
AMERICAN
ENTERPRISE
INSTITUTE
1150 SEVENTEENTH
ST NW
WASHINGTON,
DC 20036
NONE
PC
910,000
AMERICAN
SPECTATOR
FOUNDATION
1611 N KENT ST
SUITE 901
ARLINGTON,VA
22209
NONE
PC
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
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
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
Rec1p1ent
Name and address
business)
and Contributions
(home or
for Future
Purpose of grant or
contribution
Payment
A mount
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
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
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
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
Rec1p1ent
Name and address
and Contributions
(home or business)
for Future
Purpose of grant or
contribution
Payment
A mount
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
2 5,000
CAMPBELL UNIVERSITY
LUNDY
CHAIR OFFICES
PO BOX 1145
BUIES CREEK,NC
27506
NONE
PC
EDUCATIONAL
10,000
305 W
NONE
PC
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
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
COLGATE UNIVERSITY
DRIVE
HAMILTON,NY
13346
13 OAK
NONE
PC
EDUCATIONAL
PROGRAMS
2,200
NONE
PC
EDUCATIONAL
PROGRAMS
5 2,000
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
7 ,300
NONE
PC
EDUCATIONAL
PROGRAMS
7 ,500
COMPETITIVE
ENTERPRISE
INSTITUTE
1899 L STREET NW
FLOOR 12
WASHINGTON,
DC 20036
NONE
PC
CONCORDIA
COLLEGE NEW YORK
171 WHITE PLAINS ROAD
BRONXVILLE,
NY 10708
NONE
PC
EDUCATIONAL
NONE
PC
DARTMOUTH
DARTMOUTH
HANOVER,NH
NONE
PC
EDUCATIONAL
NONE
PC
2 5,000
NONE
PC
EDUCATIONAL
PROGRAMS
37 ,000
NONE
PC
EDUCATIONAL
PROGRAMS
23,500
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
FEDERALIST SOCIETY
1015
ST NW
SUITE 425
WASHINGTON,
DC 20036
NONE
PC
FLORIDA ATLANTIC
UNIVERSITY
777 GLADES RD
BOCA RATON,FL
33431
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
36,000
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
NONE
PC
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
NONE
PC
NONE
PC
EDUCATIONAL
PROGRAMS
NONE
PC
EDUCATIONAL
PROGRAMS
GEORGE WASHINGTON
UNIVERSITY
805 21ST STREET NW
SUITE 612
WASHINGTON,
DC 20052
NONE
PC
EDUCATIONAL
PROGRAMS
6 2,000
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
NONE
PC
EDUCATIONAL
GLOUCESTER INSTITUTE
NORTH 5TH STREET
RICHMOND,VA
23219
NONE
PC
10,000
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
NONE
PC
EDUCATIONAL
PROGRAMS
10,000
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
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
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
INTERNATIONAL
SOCIETY FOR
INDIVIDUAL
LIBERTY 237 KEARNY
ST
SUITE 120
SAN FRANCISCO,CA
94108
NONE
PC
EDUCATIONAL
PROGRAMS
7 ,000
NONE
PC
EDUCATIONAL
PROGRAMS
6,500
2229
JACKSONVILLE
UNIVERSITY
UNIVERSITY
BLVD N
JACKSONVILLE,AL
32211
2800
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
100
NONE
PC
EDUCATIONAL
PROGRAMS
40,000
NONE
PC
EDUCATIONAL
PROGRAMS
18,000
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
15,000
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
13,000
NONE
PC
EDUCATIONAL
PROGRAMS
7 ,500
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
LEE UNIVERSITY
OCOEE ST
CLEVELAND, TN
NONE
PC
EDUCATIONAL
PROGRAMS
7 ,500
NONE
PC
NONE
PC
EDUCATIONAL
PROGRAMS
NONE
PC
EDUCATIONAL
PROGRAMS
1120
555 N
NORTH
37320
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
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
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
NONE
PC
EDUCATIONAL
PROGRAMS
MIKEROWEWORKS
FOUNDATION
10960 WILSHIRE BLVD FL 5
LOS ANGELES,CA
90024
NONE
PC
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
MONTCLAIR
STATE UNIVERSITY
FOUNDATION
1 NORMAL AVENUE
MONTCLAIR,NJ
07043
NONE
PC
EDUCATIONAL
PROGRAMS
15,000
NONE
PC
EDUCATIONAL
PROGRAMS
15,000
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
9,000
NONE
PC
40,000
NETWORK OF ENLIGHTENED
WOMEN 1210 MASSACHUSETTS
AVE NW
SUITE 1201
WASHINGTON,
DC 20005
NONE
PC
4,000
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
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
102
19W4TH
3225
5520
NORTHWESTERN
OKLAHOMA
STATE UNIVERSITY
FOUNDATION
2929 E RANDOLPH
ENID,OK
73701
Total.
PO
......3a
23,096
,488
Form 990PF
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
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
NONE
PC
EDUCATIONAL
PROGRAMS
11,0 0 0
NONE
PC
NONE
PC
EDUCATIONAL
PROGRAMS
4,000
PENNSYLVANIA
STATE
UNIVERSITY
- UNIVERSITY
PARK
201 OLD MAIN
UNIVERSITY
PARK,PA
16802
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
2 5,000
PROVIDENCE
CUNNINGHAM
PROVIDENCE,
NONE
PC
EDUCATIONAL
PROGRAMS
9,500
NONE
PC
EDUCATIONAL
PROGRAMS
6,500
NONE
PC
EDUCATIONAL
PROGRAMS
7 ,000
REASON FOUNDATION
3415
SOUTH SEPULVEDA
SUITE 400
LOS ANGELES,CA
90034
NONE
PC
60,000
NONE
PC
EDUCATIONAL
PROGRAMS
10,000
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
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
Rec1p1ent
Name and address
business)
and Contributions
(home or
for Future
Purpose of grant or
contribution
Payment
A mount
221 COLLEGE
NONE
PC
EDUCATIONAL
PROGRAMS
1,200
NONE
PC
EDUCATIONAL
PROGRAMS
8,000
ROCKFORD COLLEGE
STATE STREET
ROCKFORD,IL
61108
NONE
PC
EDUCATIONAL
PROGRAMS
14,000
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
NONE
PC
EDUCATIONAL
PROGRAMS
6,200
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
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
Total.
PO
HALL UNIVERSITY
400
ORANGE AVENUE
O RANGE, NJ O7 0 7 9
......3a
23,096,488
Form 990PF
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
Rec1p1ent
Name and address
and Contributions
(home or business)
for Future
Purpose of grant or
contribution
Payment
A mount
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
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
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
NONE
PC
EDUCATIONAL
PROGRAMS
10,000
STATE UNIVERSITY
OF NEW YORK
- PLATTSBURGH
101 BROAD
STREET
PLATTSBURGH,NY
12901
NONE
PC
EDUCATIONAL
PROGRAMS
17,500
NONE
PC
EDUCATIONAL
PROGRAMS
13,500
ST EDWARDS UNIVERSITY
CONGRESS AVE
AUSTIN,TX
78704
3001
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
NONE
PC
EDUCATIONAL
PROGRAMS
17 ,000
NONE
PC
EDUCATIONAL
PROGRAMS
5,000
NONE
PC
EDUCATIONAL
PROGRAMS
2 3,000
NONE
PC
EDUCATIONAL
PROGRAMS
NONE
PC
GENERAL
SUPPORT
NONE
PC
EDUCATIONAL
PROGRAMS
109,000
NONE
PC
EDUCATIONAL
PROGRAMS
215,000
NONE
PC
EDUCATIONAL
PROGRAMS
15,000
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
NONE
PC
GENERAL
SUPPORT
OPE RATING
26,000
NONE
PC
GENERAL
SUPPORT
OPE RATING
300,000
NONE
PC
EDUCATIONAL
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
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
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
and Contributions
(home or business)
for Future
Purpose of grant or
contribution
Payment
A mount
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
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
1400
PO
.....3a
100,000
23,096
,488
Form 990PF
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
contributor
or substantial
for Future
Purpose of grant or
contribution
Payment
A mount
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
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
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
4760
WESLEYAN COLLEGE
FORSYTH ROAD
MACON, GA 31210
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
(home or business)
and Contributions
If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor
for Future
Purpose of grant or
contribution
Payment
A mount
NONE
PC
EDUCATIONAL
YOUNG AMERICANS
FOR LIBERTY
FOUNDATION
PO BOX 2751
ARLINGTON,VA
22202
NONE
PC
YOUTH ENTREPRENEURS
KANSAS 4111E37THSTN
SUITE 0101
WICHITA,
KS 67220
NONE
PC
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
PROGRAMS
.....3a
7 ,500
70,82 5
100,000
23,096,488
letile
I As
Filed Data -
Schedule B
DLN:934913210177741
OMB No 1545-0047
Schedule of Contributors
,... Information
2013
Employer identification
Organization
is at
number
I48-0918408
Filers of:
Section:
r
r
r
P" 501(c)(3)
Form 990-Ff"
r
r
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
Page 2
Name of organization
Employer
identification
number
..
48-0918408
Contributor
(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
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
Schedule
Page 3
Name of organization
Employer
identification
number
48-0918408
(see instructions)
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
-$
(a) l\b.
from
Part I
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
Schedule
Page 4
Name of organization
Employer
identification
number
48-0918408
(d) Description
--
(e) Transfer
Transferee's
(a) l\b.
from
Part I
name, address,
and ZIP 4
of gift
Relationship
of transferor
to transferee
(d) Description
--
(e) Transfer
Transferee's
(a) l\b.
from
Part I
name, address,
and ZIP 4
of gift
Relationship
of transferor
to transferee
(d) Description
--
(e) Transfer
Transferee's
(a) l\b.
from
Part I
name, address,
and ZIP 4
of gift
Relationship
of transferor
to transferee
(d) Description
--
(e) Transfer
Transferee's
name, address,
and ZIP 4
of gift
Relationship
of transferor
Schedule
to transferee
lefile
GRAPHIC
- DO NOT PROCESS
TY 2013 Accounting
I As
Filed
DLN:934913210177741
Data -
Fees Schedule
Name:
EIN: 48-0918408
Category
ACCOUNTING
FEES
Amount
Net Investment
Income
28,041
Adjusted Net
Income
Disbursements
Charitable
Purposes
for
28,041
lefile
Note: To capture
I As
Filed Data -
of this document,
please
I
select
DLN:93491321017774
landscape
when printing.
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
Note: To capture
I As
Filed Data -
of this document,
please
select
DLN:93491321017774
landscape
when printing.
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
25,000
NO
11/06/2014
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES
BASTIAT
SOCIETY
2013-09-24
10,000
10,000
NO
11/11/2014
FULL AND
COMPLETE REPORT OF
ALL EXPENDITURES
lefile
GRAPHIC
- DO NOT PROCESS
TY 2013 Investments
I As
Filed
DLN:934913210177741
Data -
- Land Schedule
Name:
EIN: 48-0918408
Category/
UNIMPROVED LAND
Item
Cost/Other
Basis
3,377,694
Accumulated
Depreciation
Book Value
3,377,694
lefile
GRAPHIC
- DO NOT PROCESS
TY 2013 Investments
Filed
DLN:934913210177741
Data -
- Other Schedule
Name:
EIN:
Category/
I As
Item
48-0918408
Listed at Cost or
FMV
Book 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
- DO NOT PROCESS
I As
Filed
DLN:934913210177741
Data -
EIN: 48-0918408
Category
/ Item
OFFICE EQUIPMENT
Cost/ Other
Basis
16,635
Accumulated
Depreciation
8,329
Book Value
8,306
lefile
I As Filed
DLN:934913210177741
Data -
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
4,043
257
257
80
80
1,676
1,676
750
750
1,106
1,106
701
8,984
lefile
GRAPHIC
- DO NOT PROCESS
I As
Filed
DLN:934913210177741
Data -
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
I As Filed
DLN:934913210177741
Data -
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
I As Filed
DLN:934913210177741
Data -
EIN: 48-0918408
Category
PROPERTY TAX
TAXES PAID
Amount
Net Investment
Income
118,102
70
26 ,4 30
26 ,4 30
Adjusted Net
Income
Disbursements for
Charitable
Purposes