Charles Koch Foundation 480918408 2008 058A292ESearchable

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913200061391

Form990-PF Return of Private Foundation OMB No 1545-0052

',!;! or Section 4947(a)(1) Nonexempt Charitable Trust

Treated as a Private Foundation 2008 De pa rtme nt of the Treasury

Note: The foundatton may be able to use a copy of this retum to satisfy state reportmg reqwrements

Internal Revenue Se rv 1c e

For calendar year 2008, or tax year beginning 01-01-2008 and ending 12-31-2008

G Check all that apply r In1t1al return r Final return r A mended return r Address change r Name change

Name of foundation A Employer identification number Use the IRS CHARLES G KOCH CHARITABLE FOUNDATION

label. 48-0918408

Otherwise, B Telephone number (see the instructions) print Number and street (or PO box number 1f mail 1s not delivered to street address) Room/

PO BOX 2256 suite or type. (316) 828-5552

See Specific

' Instruct ions. City or town, state, and ZIP code C If exemption application 1s pending, check here ~

WICHITA, KS 672012256 D 1. Foreign organ1zat1ons, check here ~ ' H Check type oforgan1zat1on P" Section 501(c)(3) exempt private foundation 2. Foreign organ1zat1ons meeting the 85% test,

~ ' r Section 4947(a)(1) nonexempt charitable trust r Other taxable private foundation check here and attach computation

I Fair market value of all assets at end J Accounting method r Cash P" Accrual E If private foundation status was terminated under section 507(b)(l)(A), check here ~ ' of year (from Part II, col. (c), r Other (specify) - F If the foundation 1s in a 60-month termination ltne 16) .... $ 144,918,458 (Part I, column (d) must be on cash basts.} under section 507(b)(l)(B), check here ~ ' l:F.Till Analysis of Revenue and Expenses (The (a) Revenue and

( d) D1sbu rsements total of amounts m columns (b), (c), and (d) may not (b) Net investment (c) Adjusted net for charitable

expenses per necessanly equal the amounts m column (a) (see the books

income income purposes mstructtons) ) ( cash basis only)

1 Contributions, gifts, grants, etc, received (attach schedule) 1,086,805

2 Check .... 1 1f the foundation 1s not required to attach Sch B

3 Interest on savings and temporary cash investments 2, 190, 196 2, 190, 196

4 D1v1dends and interest from securities. 544, 179 544, 179

Sa Gross rents

b Net rental income or (loss)

$ 6a Net gain or (loss) from sale of assets not on line 10 3, 100,687

; b Gross sales price for all assets on line 6a 39,296,414 :r; ~ 7 Capital gain net income (from Part IV, line 2) 3, 100,687

Ci:: 8 Net short-term capital gain

9 Income mod 1f1c at1ons

10a Gross sales less returns and allowances I b Less Cost of goods sold ·I c Gross profit or (loss) (attach schedule)

11 Other income (attach schedule) ',!;! 34,109 34,109

12 Total. Add lines 1 through 11 6,955,976 5,869,171

13 Compensation of officers, directors, trustees, etc 0

14 Other employee salaries and wages 3,881,400 3,881,400 ,fl $ 15 Pension plans, employee benefits 823, 726 822, 736 ,fl

!:: 16a Legal fees (attach schedule). t

)( b Accounting fees (attach schedule). ',!;! 147,560 10,755 0 105,965 Li.J $ c >

Other professional fees (attach schedule) ',!;! 1,410,213 232,086 1, 112, 167

p 17 Interest ,:::;

:.....

t.-: 18 Taxes (attach schedule) (see the 1nstruct1ons). ',!;! 112,620 95

i:: 19 Deprec1at1on (attach schedule) and depletion ',!;! 85,827

E -:::::: ...:r 20 Occupancy 690,322 680,915

-:::::: 21 Travel, conferences, and meetings. 817,900 817,900 !:: ,:::; 22 Printing and publ1cat1ons 136, 178 135,925

!::' 23 Other expenses (attach schedule) ',!;! 390,918 200,554 -..... ,:::; :..... 24 Total operating and administrative expenses.

t A d d I Ines 1 3 through 2 3 8,496,664 242,936 0 7, 757,562 0

Contributions, gifts, grants paid. 8,393,321 7, 719,403 25

26 Total expenses and disbursements. Add Imes 24 and 25 16,889,985 242,936 0 15,476,965

27 Subtract line 26 from line 12

a Excess of revenue over expenses and disbursements -9,934,009

b Net investment income (1f negative, enter -0-) 5,626,235

c Adjusted net income (1f negative, enter -0-)

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat No 11289X Form 990-PF (2008)

Form 990-PF (2008) Page 2

l:F.Tilll Attached schedules and amounts in the description column Beginning of year End of year Balance Sheets should be for end-of-year amounts only (See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash-non-interest-bearing. 3,905 3,036 3,036

2 Savings and temporary cash investments 76,883,461 51,282,072 51,286,890

3 Accounts receivable .... 122, 746

Less allowance for doubtful accounts .... 78,683 122, 746 122, 746

4 Pledges rec e 1va ble ....

Less allowance for doubtful accounts ....

5 Grants receivable

6 Receivables due from officers, directors, trustees, and other

d1squal1f1ed persons (attach schedule) (see the

1nstruct1ons).

7 Other notes and loans receivable (attach schedule) ....

'-"" Less allowance for doubtful accounts ....

m '-""

8 Inventories for sale or use

'-"" 9 Pre pa 1d ex pens es and deferred charges 20,088 68,023 68,023 ~

10a Investments-Li S and state government obl1gat1ons (attach schedule)

b Investments-corporate stock (attach schedule) •

c Investments-corporate bonds (attach schedule).

11 Investments-land, buildings, and equipment basis .... 3,377,694

Less accumulated deprec1at1on (attach schedule) .... 3,377,694 ~ 3,377,694 6,530,000

12 Investments-mortgage loans

13 Investments-other (attach schedule) 99,764,933 ~ 115,045,983 85,306,443

14 Land, buildings, and equipment basis .... 1, 707,599

Less accumulated deprec1at1on (attach schedule) .... 106,279 62,626 ~ 1,601,320 1,601,320

15 Other assets (describe .... ) 177,500

16 Total assets (to be completed by all filers-see the

1nstruct1ons Also, see page 1, item I) 180,368,890 171,500,874 144, 918,458

17 Accounts payable and accrued expenses 44,255 648,331

18 Grants payable 295,984 757,901

,fl 19 4'

Deferred revenue

e 20 Loans from officers, directors, trustees, and other d1squal1f1ed persons -.3 21 Mortgages and other notes payable (attach schedule) ,:::;

.::i 22 Other l1ab1l1t1es (describe .... )

23 Total liabilities (add lines 17 through 22) 340,239 1,406,232

Foundations that follow SFAS 117, check here .... P' ,fl

4' and complete lines 24 through 26 and lines 30 and 31. u !:: 24 Unrestricted • ,:::;

,:::; 25 Temporarily restricted ca -:::::: !::

26 Permanently restricted 180,028,651 170,094,642

~ Foundations that do not follow SFAS 117, check here u.. .... ' ,__ and complete lines 27 through 31. 0 ,fl 27 Capital stock, trust principal, or current funds $

Pa1d-1n or capital surplus, or land, bldg, and equipment fund ,fl 28 ,fl

...:r 29 Retained earnings, accumulated income, endowment, or other funds

$ 30 Total net assets or fund balances (see the 1nstruct1ons) 180,028,651 170,094,642 z 31 Total liabilities and net assets/fund balances (see the 1nstruct1ons) 180,368,890 171,500,874

•ffl•OI Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beg1nn1ng of year-Part II, column (a), line 30 (must agree

with end-of-year figure reported on prior year's return) 1 180,028,651

2 Enter amount from Part I, line 27a 2 -9,934,009

3 Other increases not included 1n line 2 (1tem1ze) .... 3

4 Add lines 1, 2, and 3 4 170,094,642

5 Decreases not included 1n line 2 (1tem1ze) .... 5

6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 170,094,642

Form 990-PF (2008)

Form 990-PF (2008) Page 3 .:r. ........ Capital Gains and Losses for Tax on Investment Income

(a) List and describe the k1nd(s) of property sold (e g, real estate, (b) How acquired

(c) Date acquired (d) Date sold P-P urc hase

2-story brick warehouse, or common stock, 200 shs M LC Co) D-Donat1on

(mo, day, yr) (mo, day, yr)

la See Add1t1onal Data Table

b

c

d

e

(e) Gross sales price (f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss)

(or allowable) plus expense of sale (e) plus (f) minus (g)

a See Add1t1onal Data Table

b

c

d

e

Complete only for assets showing gain 1n column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(j) AdJusted basis (k) Excess of col (1) col (k), but not less than -0-) or (i) F M V as of 12/31/69

as of12/31/69 over col (J), 1f any Losses (from col (h))

a See Add1t1onal Data Table

b

c

d

e

{ If gain, also enter 1n Part I, line 7 } 2 Capital gain net income or (net capital loss) If (loss), enter -0- 1n Part I, line 7 2 3,100,687

3 Net short-term capital gain or (loss) as defined 1n sections 1222(5) and (6)

If gain, also enter 1n Part I, line 8, column (c) (see the 1nstruct1ons) If (loss), enter -0- } 1n Part I, line 8 3 .. •rnn Quahf1cat1on Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subJect to the section 4940(a) tax on net investment income)

If section 4940(d)(2) applies, leave this part blank

Was the foundation liable for the section 4942 tax on the distributable amount of any year 1n the base period? If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part

1 Enter the appropriate amount 1n each column for each year, see the 1nstruct1ons before making any entries

(a) (b) (c) Base period years Calendar Adjusted qualifying d1stnbut1ons Net value of nonchantable-use assets

year ( or tax year beg inning in) (col

2007 10,080,287 127,673,989

2006 8,276,208 76,656,070

2005 4,646,986 4 7 ,843,504

2004 2,985,334 33,959,784

2003 3,283,430 25 ,9 30 ,498

2 Total of line 1, column (d). 2

3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by5,orby the number of years the foundation has been 1n existence 1f less than 5 years 3

4 Enter the net value of noncharitable-use assets for 2008 from Part X, line 5. 4

5 Multiply line 4 by line 3. 5

6 Enter 1% of net investment income (1% of Part I, line 27b). 6

7 Add lines 5 and 6. 7

8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8

I Yes P- No

(d) D1stnbut1on ratio

( b) d 1v1ded by col (c))

0 078953

0 107965

0 097129

0 087908

0 126624

0 498579

0 099716

170,704,588

17,021,979

56 ,262

17,078,241

15 ,4 76 ,965

Ifl1ne 8 1s equal to or greater than line 7, check the box 1n Part VI, line lb, and complete that part using a 1% tax rate See the Pa rt VI Ins truct1ons

Form 990-PF (2008)

Form 990-PF (2008)

•:r.,..,.,,. Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 see the instructions)

la Exempt operating foundations described in section 4940(d)(2), check here ,... I and enter "N/A" on line 1 '

Date of ruling letter (attach copy of ruling letter if necessary-see instructions)

b Domestic foundations that meet the section 4940(e) requirements 1n Part V, check

here,... ,and enter 1% of Part I, line 27b

c

2

3

4

5

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

Tax under section 511 (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-)

Add lines 1 and 2.

Subtitle A (income) tax (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-)

Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0-.

6 Credits/Payments

.

a 2008 estimated tax payments and 2007 overpayment credited to 2008 6a 100,297

b Exempt foreign organ1zat1ons-tax withheld at source

c Tax paid with appl1cat1on for extension oft1me to file (Form 8868)

d Backup w1thhold1ng erroneously withheld.

7 Total credits and payments Add lines 6a through 6d.

6b

6c

6d

8 Enter any penalty for underpayment of estimated tax Check here p- 1f Form 2220 1s attached ~ 9 Tax due. If the total of lines 5 and 8 1s more than line 7, enter amount owed . ,...

10

11

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

Enter the amount of line 10 to be Credited to 2009 estimated tax,... O I Refunded,...

Part VII-A Statements ReqardinQ Act1v1t1es la During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did

1t part1c1pate or intervene 1n any pol1t1cal campaign?

b Did 1t spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes (see

the 1nstruct1ons for def1n1t1on)?

If the answer is "Yes" to la or lb, attach a detailed descnpt1on of the act1v1t1es and copies of any materials

published or d1stnbuted by the foundation in connection with the act1v1t1es.

c D 1d the foundation f1 le Form 1120-POL for this year?.

d Enter the amount (1f any) of tax on pol1t1cal expenditures (section 4955) imposed during the year

(1) 0 n the foundation ,... $ (2) 0 n foundation managers ,... $ --------

1

2

3

4

5

7

8

9

10

11

e Enter the reimbursement (1f any) paid by the foundation during the year for pol1t1cal expenditure tax imposed

on foundation managers ,... $ ________ _

2 Has the foundation engaged 1n any act1v1t1es that have not previously been reported to the IRS?

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

3 Has the foundation made any changes, not previously reported to the IRS, 1n its governing instrument, articles

of 1ncorporat1on, or bylaws, or other s1m1lar instruments? If "Yes," attach a conformed copy of the changes

4a Did the foundation have unrelated business gross income of $1,000 or more during the year?.

b If"Yes,"has 1tf1led a tax return on Form990-Tforth1s year?.

5 Was there a l1qu1dat1on, term1nat1on, d1ssolut1on, or substantial contraction during the year?

If "Yes," attach the statement required by General Ins truct1on T.

6 A re the req u1re me nts of s ect1on 5 0 8 (e) (re lat1ng to s ect1ons 4 941 through 4 94 5) s at1s f1ed e 1the r

7

• By language 1n the governing instrument, or

• By state leg1slat1on that effectively amends the governing instrument so that no mandatory d1rect1ons

that conflict with the state law remain 1n the governing instrument?

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

Sa Enter the states to which the foundation reports or with which 1t 1s registered (see the

1nstruct1ons) ,..._D_C~,_K_S~,_V_A ________________________________________ _

b If the answer 1s "Yes"to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation.

9 Is the foundation cla1m1ng status as a private operating foundation w1th1n the meaning of section 4942(J)(3)

or 4942(J)(5) for calendar year 2008 or the taxable year beg1nn1ng 1n 2008 (see 1nstruct1ons for Part XIV)?

If "Yes," complete Part XIV

10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule /Jstmg their names and addresses

Page 4

112,525

112,525

112,525

100,297

12,228

Yes No

la No

lb No

le No

2 No

3 No

4a No

4b

5 No

6 Yes

7 Yes

Sb Yes

9 No

10 No

Form 990-PF (2008)

Part VII-A Activities Continued 11 At any time during the year, did the foundation, directly or 1nd1rectly, own a controlled entity w1th1n the

meaning of section 512(b)(13)? If"Yes," attach schedule (see page 20 of the 1nstruct1ons) 11a No

12 13

Did the foundation acquire a direct or 1nd1rect interest 1n any applicable insurance contract?. 1121 I No

Did the foundation comply with the public 1nspect1on requirements for its annual returns and exemption appl1cat1on?. 13 Yes

Web site address ~WWWCGKFOUNDATION ORG

14 The books are 1n care of ~_V_O_N_D_A_H_O_L_L_I_M_A_N ____________________ Telephone no ~(316) 828-5552

Located at ~4111 E 37TH ST N WICHITA KS ZIP+4 ~_6_7_2_2_0 ________ _

15 Section 494 7(a)(1) nonexempt charitable trusts f1l1ng Form 990-PF 1n lieu of Form 1041-Check here.

and enter the amount of tax-exempt interest received or accrued during the year. ~ 15

Part VII-B Statements Reaardina Act1v1t1es for Which Form 4720 Mav Be Reau1red File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

la During the year d 1d the foundation (e 1the r d 1rectly or ind I rectly)

( 1) Engage In the sale or exchange, or leas Ing of property with a d 1s qua I 1f1ed person?

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1t from)

a d1squal1f1ed person?.

(3) Furn1s h goods, s e rv 1c es, or fac 1l 1t1es to (or accept them from) a d 1s qua I 1f1ed person?

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

I Yes

I Yes

P-Yes

P-Yes

p- No

p- No

' No

' No

(5) Transfer any income or assets to a d1squal1f1ed person (or make any of either available

for the benefit or use of a d1squal1f1ed person)?. I Yes P- No

(6) Agree to pay money or property to a government off1c1al? (Exception. Check "No"

1fthe foundation agreed to make a grant to or to employ the off1c1al for a period

after term1nat1on of government service, 1f term1nat1ng w1th1n 90 days ). I Yes P- No

b If any answer 1s "Yes" to la(l)-(6), did any of the acts fall to qualify under the exceptions described 1n Regulations

section 53 4941(d)-3 or 1n a current notice regarding disaster assistance (see the 1nstruct1ons)?.

O rgan1zat1ons relying on a current notice regarding disaster assistance check here.

c Did the foundation engage 1n a prior year 1n any of the acts described 1n la, other than excepted acts,

that were not corrected before the first day of the tax year beg1nn1ng 1n 2008?.

2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined 1n section 4942(J)(3) or 4942(J)(5))

a At the end of tax year 2008, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beg1nn1ng before 2008?. I Yes P- No

If "Yes," list the years~ 20 __ , 20 __ , 20 __ , 20 __

b Are there any years listed 1n 2a forwh1ch the foundation 1s not applying the prov1s1ons of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement-see the 1nstruct1ons).

c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, list the years here

~ 20 20 __ , 20 __ , 20 __

3a D 1d the foundation hold more than a 2 % d I rect or ind I rect I nte rest In any bus 1nes s

enterprise at any time during the year?. I Yes P- No

b If "Yes," did 1t have excess business holdings 1n 2008 as a result of (1) any purchase by the foundation

or d1squal1f1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved

by the Comm1ss1oner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3)

the lapse of the 10-, 15-, or 2 0-yea r first phase hold 1ng pe nod? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2008.).

4a Did the foundation invest during the year any amount 1n a manner that would Jeopardize its charitable purposes?

b Did the foundation make any investment 1n a prior year (but after December 31, 1969) that could Jeopardize its

charitable purpose that had not been removed from Jeopardy before the first day of the tax year beg1nn1ng 1n 2008?

~' Yes No

lb No

le No

2b

3b

4a No

4b No

Form 990-PF (2008)

Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required Continued Sa During the year did the foundation pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))? I Yes p- No

(2) Influence the outcome of any spec1f1c public election (see section 4955), or to carry

on, directly or 1nd1rectly, any voter reg1strat1on drive?. I Yes p- No

(3) Provide a grant to an 1nd1v1dual for travel, study, or other s1m1lar purposes? I Yes p- No

(4) Provide a grant to an organ1zat1on other than a charitable, etc, organ1zat1on described

1n section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see 1nstruct1ons). P-Yes ' No

(5) Provide for any purpose other than rel1g1ous, charitable, sc1ent1f1c, literary, or

educational purposes, or for the prevention of cruelty to children or animals?. ·I Yes p- No

b If any answer 1s "Yes"to 5a(1)-(5), did any of the transactions fall to qualify under the exceptions described 1n

Regulations section 53 4945 or 1n a current notice regarding disaster assistance (see the 1nstruct1ons)?. Sb No

O rgan1zat1ons relying on a current notice regarding disaster assistance check here. ..... ' c If the answer 1s "Yes" to question 5a(4), does the foundation claim exemption from the

tax because 1t ma1nta1ned expenditure respons1b1l1ty for the grant?. P-Yes I No

If "Yes," attach the statement required by Regulations section 53.4945-S(d).

6a D 1d the foundation, during the year, rec e 1ve any funds, d 1rectly or ind I rectly, to pay

premiums on a personal benefit contract?. I Yes f7 No

b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract?. 6b No

If you answered "Yes" to 6b, also file Form 8870.

7a At any time during the tax year, was the foundation a party to a proh1b1ted tax shelter transaction? I Yes f7 No

b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? • 7b

l:ffil9111 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see the instructions).

(b) Title, and average (c) Compensation (d) Contributions to (e) Expense account,

(a) Name and address hours per week (If not paid, enter employee benefit plans other allowances

devoted to pos1t1on -0-) and deferred compensation

See Add1t1onal Data Table

2 Compensation of five highest-paid employees (other than those included on line 1-see the instructions). If none, enter "NONE."

(b) Title and average (d) Contributions to

(a) Name and address of each employee hours per week (c) Compensation

employee benefit (e) Expense account, paid more than $50,000

devoted to pos1t1on plans and deferred other allowances

compensation

CLAIRE KITTLE PGM OFFICER 154,026 10 ,4 35 1,990

1515 N COURTHOUSE ROAD STE 200 TALENT

ARLINGTON,VA 22201 40 0

RYAN STOWERS PGM OFFICER HIGHR 125,000 16,139 2,830

1515 N COURTHOUSE ROAD STE 200 ED


LOGAN MOORE DIR O F O PE RATIO N S 185,270 10,724 2,710

1515 N COURTHOUSE ROAD STE 200 40 0

ARLINGTON,VA 22201

CHRIS CARDIFF PGM OFFICER- MBM 120,000 17,357 2,830

1515 N COURTHOUSE ROAD STE 200 40 0

ARLINGTON,VA 22201

MATT BROWN PGM OFFICER 172,575 14 ,696 2,830

1515 N COURTHOUSE ROAD STE 200 ACADEMIC


Total number of other employees pa 1d over$ 5 0 ,0 0 0. ,... 13

Form 990-PF (2008)

Form 990-PF (2008) Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

ljljljQUW and Contractors Continued 3 Five highest-paid independent contractors for professional services-(see the instructions). If none, enter

"NONE."

(a) Name and address of each person paid more than $50,000 (b) Type of service

Total number of others rece1v1ng over $50,000 for professional services.

iihilf!#.;I Summary of Direct Charitable Activities

List the foundation's four largest direct charitable act1v1t1es during the tax year Include relevant stat1st1cal information such as the number of organizations and other benef1c1aries served, conferences convened, research papers produced, etc

1KOCH ASSOCIATES PROGRAM SEE GENERAL EXPLANATION ATTACHMENT

2KOCH INTERNSHIP PROGRAM SEE GENERAL EXPLANATION ATTACHMENT

3

4

•:.r., .. ••--==-:• Summary of Program-Related Investments (see the instructions) Describe the two largest program-related investments made by the foundation during the tax year on Imes 1 and 2

1

2

A II other program-related investments See the 1nstruct1ons

3

Total Add lines 1 through 3. .....

(c) Compensation

..... 2

Expenses

4,383,360

459,886

A mount

I Form 990-PF (2008)

Form 990-PF (2008) Page 8 lilfil!I Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,

see paqe 24 of the instructions.) 1 Fair market value of assets not used (or held for use) directly 1n carrying out charitable, etc,

purposes

a Average monthly fair market value of securities. la 94,023,584

b Average of monthly cash balances. lb 72,750,566

c Fair market value of all other assets (see the 1nstruct1ons). le 6,530,000

d Total (add lines la, b, and c). ld 17 3,304,150

e Reduction claimed for blockage or other factors reported on lines la and

le (attach detailed explanation). I le I 2 Acqu1s1t1on indebtedness applicable to line 1 assets. 2 0

3 Subtract line 2 from line ld. 3 17 3,304,150

4 Cash deemed held for charitable act1v1t1es Enter 1 1/2% ofl1ne 3 (for greater amount, see the

1nstruct1ons). 4 2,599,562

5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 170,704,588

6 Minimum investment return. Enter 5% of line 5. 6 8,535,229

•ilfil31 Distributable Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating foundations and certain fore1qn orqan1zat1ons check here ,.. r and do not complete this part.)

1 M1n1mum investment return from Part X, line 6. 1 8,535,229

2a Tax on investment income for 2008 from Part VI, line 5. I 2a I 112,525

b Income tax for 2008 (T h Is does not I n c I u de the tax from P a rt V I ) • I 2b I c Add lines 2a and 2b. 2c 112,525

3 Distributable amount before adJustments Subtract line 2c from line 1. 3 8,422,704

4 Recoveries of amounts treated as qual1fy1ng d1stribut1ons. 4

5 Add lines 3 and 4. 5 8,422,704

6 Deduction from distributable amount (see the 1nstruct1ons). 6

7 Distributable amount as adJusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1. 7 8,422,704

lilfil30 Qualifying Distributions (see page 25 of the instructions)

1

a

b

2

3

a

b

4

5

6

A mounts paid (1nclud1ng adm1n1strat1ve expenses) to accomplish charitable, etc, purposes

Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. la 15 ,4 76 ,965

Program-related investments-total from Part IX-B. lb 0

A mounts paid to acquire assets used (or held for use) directly 1n carrying out charitable, etc,

purposes. 2 0

A mounts set aside for spec1f1c charitable proJects that satisfy the

Su1tab1l1ty test (prior IRS approval required). 3a 0

Cash d1stribut1on test (attach the required schedule). 3b 0

Qualifying distributions. Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 15 ,4 76 ,965

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b (see page 26 of the 1nstruct1ons) 5

Adjusted qualifying distributions. Subtract 11 ne 5 from 11 ne 4. 6 15 ,4 76 ,965

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years.

Form 990-PF (2008)

Part XIII Undistributed Income (see paqe 26 of the instructions) (a) (b) (c) (d)

Corpus Years prior to 2007 2007 2008

1 Distributable amount for 2008 from Part XI, line 7 8,422, 704

2 Undistributed income, 1fany, as of the end of2007

a Enter amount for 2007 only.

b Total for prior years 20 __ , 20 __ , 20 --3 Excess d1stribut1ons carryover, 1f any, to 2008

a From 2003. 1,991,823

b From 2004. 1,297,997

c From 2005. 2,267,221

d From 2006. 4,479, 130

e From 2007. 3, 779,603

f Total of lines 3a through e. 13,815, 774

4 Qua I 1fy 1ng d 1s tri but1ons for 2 0 0 8 from Pa rt

XII, line 4 ..... $ 15,476,965

a A ppl1ed to 2007, but not more than line 2a

b A ppl1ed to undistributed income of prior years (Election required-see the 1nstruct1ons).

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

d A ppl1ed to 2008 distributable amount. 8,422, 704

e Rema1n1ng amount distributed out of corpus 7,054,261

5 Excess d1stribut1ons carryover applied to 2008

(If an amount appears in column (d), the same amount must be shown in column (a).)

6 Enter the net total of each column as indicated below:

a Corpus Add lines 3f, 4c, and 4e Subtract line 5 20,870,035

b Prior years' undistributed income Subtract I In e 4 b from I In e 2 b •

c Enter the amount of prior years' undistributed income for which a notice of def1c1ency has been 1s sued, or on wh1c h the s ect1on 4 9 4 2 (a) tax has been previously assessed.

d Subtract line 6c from line 6b Taxable amount-see the 1nstruct1ons •

e U nd1stributed income for 2006 Subtract line 4a from line 2a Taxable amount-see the 1nstruct1ons •

f U nd1stributed income for 2008 Subtract lines 4d and 5 from line 1 This amount must be distributed 1n 2008 • 0

7 A mounts treated as d1stribut1ons out of corpus to satisfy requirements imposed by section 170(b)(l)(F) or4942(g)(3) (see the 1nstruct1ons).

8 Excess d1stribut1ons carryover from 2002 not applied on line 5 or line 7 (see page 27 of the 1nstruct1ons). 1,991,823

9 Excess distributions carryover to 2008. Subtract lines 7 and 8 from line 6a. 18,878,212

10 A nalys1s of line 9

a From 2004. 1,297,997

b From 2005. 2,267,221

c From 2006. 4,479, 130

d From 2007. 3, 779,603

e From 2008. 7,054,261

Form 990-PF (2008)

Part XIV Foundations see the instructions and Part VII-A uest1on 9 la If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private operating

foundation, and the ruling 1s effective for 2008, enter the date of the ruling. ...-~------------------

b Check box to 1nd1cate whether the organ1zat1on IS a private operating foundation described In section r 4942(J)(3) or r 4942(J)(5)

2a Enter the lesser of the adJusted net Tax year P ri or 3 ye a rs income from Pa rt I or the m1 n1mum (e) Total

1nves tme nt return from Pa rt X for each (a) 2008 (b) 2007 (c) 2006 (d) 2005

year listed.

b 85% ofl1ne 2a.

c Qua l1fy Ing d 1s tribut1ons from Pa rt XI I, line 4 for each year listed.

d Amounts included in line 2c not used directly for active conduct of exempt act1v1t1es .

e Q ual1fy1ng d1stribut1ons made directly for active conduct of exempt act1v1t1es Subtract line 2d from line 2c

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

a "Assets" alternative test-enter

(1) Value of all assets • 144, 918,458 189,275, 926 114,099,226 76,012,934 524,306,544

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

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

c "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 )(8)(111).

(3) Largest amount of support from an exempt organ1zat1on

(4) Gross investment income

I :r.Tili •'.t'• Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year-see the instructions.)

1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation

before the close of any tax year (but only 1f they have contributed more than $5,000) (See section 507 (d)(2))

CHARLES G KOCH

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

NONE

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

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

a The name, address, and telephone number of the person to whom appl1cat1ons should be addressed


b The form 1n which appl1cat1ons should be submitted and 1nformat1on and materials they should include


c Any subm1ss1on deadlines


d Any restrictions or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other facto rs


Form 990-PF (2008)

Form 990-PF (2008) Page 11 •ffii:W Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment

Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation

show any relat1onsh1p to Purpose of grant or any foundation manager

stat us of contribution

A mount

Name and address (home or business) or substantial contributor

rec1p1ent

a Paid dunng the year


Total. ...... 3a 7,931,403

b Approved for future payment


Total. ...... 3b 757,901

Form 990-PF (2008)

Part XVI-A Analysis of Income-Producing Activities

Enter gross am ounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514 (e)

1 Program ser vice revenue

a

b

c

d

e

f

g Fees and contracts from government agencies

2 Members h1 p dues and assessments.

vings and temporary cash investments 3 Interest on sa

4 D1v1dends a

5 Net rental I

nd interest from securities.

ncome or (loss) from real estate

need property. a Debt-f1na

bNotdebt-

6 Net renta I inc

7 Other1nves

8 Gain or ( loss)

9 Net income

f1 na nc ed property.

ome or (loss) from personal property

tment income.

from sales of assets other than inventory

or (loss) from special events

10 Gross prof1 tor (loss) from sales of inventory. PARTNERSHIP SHARE OF

11 Otherreven ue aINCOME

b ___ _

c ___ _

d ___ _

e ___ _

12 Subtotal A dd columns (b), (d), and (e).

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

(a) Business code

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

Related or exempt

(b) (c) (d) function income

A mount Exclusion code A mount (See the 1nstruct1ons)

14 2, 190, 196

14 544, 179

18 3, 100,687

34,109

5,869,171

. 13 __________ 5~,8_6_9~,1_7_1

Part XVI-B Relationshi of Activities to the Aecom lishment of Exem t Pur oses

Line No. Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed importantly to .. the accomplishment of the organ1zat1on's exempt purposes (other than by prov1d1ng funds for such purposes) (See the 1nstruct1ons )

Form 990-PF (2008)

Form 990-PF (2008)

l:hii!W•I Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Page 13

1 Did the organization directly or indirectly engage in any of the following with any other organ1zat1on described in section

SOl(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes No

a Transfers from the reporting organ1zat1on to a noncharitable exempt organ1zat1on of

(1) Cash.

(2) 0 ther assets.

b Other transactions

(1) Sales of assets to a noncharitable exempt organ1zat1on.

(2) Purchases of assets from a noncharitable exempt organ1zat1on.

(3) Rental offac1l1t1es, equipment, or other assets.

(4) Reimbursement arrangements.

(5) Loans or loan guarantees.

(6) Performance of services or membership or fundra1s1ng sol1c1tat1ons.

c Sharing offac1l1t1es, equipment, ma1l1ng lists, other assets, or paid employees.

1a(1)

1a(2)

1b(1)

1b(2)

1b(3)

1b(4)

lb(S)

1b(6)

le

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 organ1zat1on 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

No

No

No

No

No

No

No

No

No

(a) Line No (b) Amount involved (c) Name of nonchantable exempt organ1zat1on (d) Description of transfers, transactions, and sharing arrangements

2a Is the foundation d 1rectly or ind I rectly aff1l 1ated with, or re lated to, one or more tax-exempt orga n1zat1ons

described 1n section 501(c) of the Code (other than section 501(c)(3)) or 1n section 5277. .I Yes

b If"Yes," complete the following schedule

(a) Name of organization (b) Type of organization (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

~ ****** i 2009-11-16

~ ****** Signature of officer or trustee Date Title

~ Date P re pa re r' s S S N or

-:l) Check 1fself- PTIN :::c ~ AMANDA A COLEMAN employed ~r (See Signature 1n

c Pre pa re r's the ::r.:, ii) >, Signature 1nstruct1ons) v.i '":..-

-fC .::.:,i::o i::f:::. ,t, Firm's name (or yours ~ BKD LLP EI N ~ t ,j)

o.:i 1f self-employed), address, and ZIP code 1551 N WATERFRONT PKWY STE 300

Phone no (316) 265-2811

WICHITA, KS 672066601

Form 990-PF (2008)


Schedule B Schedule of Contributors OMB No 1545-0047

(Form 990, 990-EZ, or 990-PF) Departrrent of the Treasury Internal Revenue Ser1,1ce

,... Attach to Form 990, 990-EZ, and 990-PF. ,... See separate instructions. 2008

Name of organization CHARLES G KOCH CHARITABLE FOUNDATION I

Employer identification number

48-0918408

Organization type (check one)

Filers of: Section:

Form 990 or 990-EZ r 501(c)( ) ( enter number) organ1zat1on

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

r 527 political organ1zat1on

Form990-PF P" 501(c)(3) exempt private foundation

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

r 501(c)(3) taxable private foundation

Check 1f your organ1zat1on 1s covered by the General Ru le or a Special Ru le. ( Note. Only a section 501 (c)(l), (8), or (10) orgamzat1on can check boxes for both the General Rule and a Special Rule See 1nstruct1ons )

General Rule-

P" For organ1zat1ons filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more ( 1n money or property) from any one contributor Complete Parts I and II

Special Rules-

I For a section 501 ( c )(3) organ1zat1on filing Form 990, or Form 990-EZ, that met the 331/3% support test of the regulations under sections 509( a)( 1 )/170( b )( 1 )(A)(v1), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on Form 990, Part VIII, line 1 h or 2% of the amount on Form 990-EZ, line 1 Complete Parts I and II

I For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1on filing Form 990, or Form 990-EZ, that received from any one contributor, during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, sc1ent1f1c, literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and Ill

I For a section 501 ( c )(7), ( 8), or ( 10) organ1zat1on filing Form 990, or Form 990-EZ, that received from any one contributor, during the year, some contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did not aggregate to more than $1,000 ( If this box 1s checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc, purpose Do not complete any of the parts unless the General Rule applies to this organ1zat1on because 1t received nonexclus1vely religious, charitable, etc , contributions of $5,000 or more during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . ,... $

Caution. Organ1zat1ons that are not covered by the General Rule and/or the Special Rules do not file Schedule B ( Form 990, 990-EZ, or 990-PF), but they must answer" No" on Part IV, line 2 of their Form 990, or check the box 1n the heading of their Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B ( Form 990, 990-EZ, or 990-PF)

For Paperwork Reduction Pct Notice, see the Instructions for Form 990 These instructions will be issued separately

Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part I

Name of organization Employer identification number CHARLES G KOCH CHARITABLE FOUNDATION

48-0918408

•@ii Contributors ( see Instructions)

(a) (b) (c) (d) No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

1 Person p --

CHARLES G KOCH Payroll r 4111 E 37TH STREET N

$ 98,663 Noncash r WICHITA, KS 67220 (Complete Part II 1f there 1s

a noncash contribution )


2 Person r --

KOCH INDUSTRIES INC Payroll r 4111 E 37TH STREET N

$ 988, 142 Noncash p

WICHITA, KS 67220 (Complete Part II 1f there 1s a noncash contribution )


-- Person r Payroll r

$ Noncash r (Complete Part II 1f there 1s a noncash contribution )










Schedule B (Form 990, 990-EZ, or 990-PF) (2008)

Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part II


48-0918408

•@iii Noncas h Property ( see Instructions)

(a) No. (b)

(c) (d)

from Description of noncash property given

FMV (or estimate) Date received

Part I (see instructions)

2 --LEASEHOLD IMPROVEMENTS FOR ARLINGTON, VIRGINIA OFFICE SPACE

$ 988, 142 2008-12-19

(a) No. (b)

(c) (d)




--

$

(a) No. (b)

(c) (d)




--

$

(a) No. (b)

(c) (d)

from Description of noncash property given FMV (or estimate) Date received


--

$

(a) No. (b)

(c) (d)

from Description of noncash property given FMV (or estimate) Date received


--

$

(a) No. (b)

(c) (d)




--

$


Schedule B (Form 990, 990-EZ, or 990-PF) (2008) Page _1_ of _1_ of Part Ill


(a) No. from Part I

--

(a) No. from Part I

--

(a) No. from Part I

--

(a) No. from Part I

--

48-0918408

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the follow 1ng line entry ) For organ1zat1ons completing Part Ill, enter the total of exc/us,vely religious, charitable, etc , contributions of $1,000 or less for the year ( Enter this 1nformat1on once See 1nstruct1ons ) ..,_ $

(b) (c) (d) Purpose of gift Use of gift Description of how gift is held

(e) Transfer of gift

Transferee's name, address, and ZIP 4 Relationship of transferor to transferee











Additional Data

Software ID: 08000068

Software Version: 08-8.1

EIN: 48-0918408

Name: CHARLES G KOCH CHARITABLE FOUNDATION

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Lines a - d

(b) How (c) Date

(a) List and describe the k1nd(s) of property sold (e g, real estate, ac q u1red ac q u1red

(d) Date sold 2-story brick warehouse, or common stock, 200 shs M LC Co) P-P urc hase

(mo, day, yr) (mo, day, yr)

D-Donat1on

ZAZOVE ASSOCIATES, LLC (ST) p

ZAZOVE ASSOCIATES, LLC (LT) p

EATON VANCE LOAN OPPORTUNITIES p

MORGAN STANLEY p

ARDEN ENDOWMENT ADVISERS p

EXCELSIOR ABSOLUTE RETURN FUND p

VICTORY CAPITAL- ABSOLUTE RETURN CREDIT p

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Lines e - h

(e) Gross sales price (f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss)

(or allowable) plus expense of sale (e) plus (f) minus (g)

1,166,446 1,399,27 3 -232,827

2,213,139 2,234,682 -21,543

2,498,57 2 2,682,698 -184,126

24,661,969 23,558,204 1,103,765

6,789,600 5,000,000 1,789,600

1,556,634 1,320,870 235,764

410,054 410,054

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Lines i - I

Complete only for assets showing gain 1n column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(j) AdJusted basis (k) Excess of col (1) col (k), but not less than -0-) or (i) F M V as of 12/31/69

as of12/31/69 over col (J), 1f any Losses (from col (h))

-232,827

-21,543

-184,126

1,103,765

1,789,600

235,764

410,054

Form 990PF PartVIII Line 1 - List all officers, directors, trustees, foundation managers and their compensation

(d) Contributions to (b) Title, and average (c) Compensation employee benefit

(e) Expense account, (a) Name and address hours per week (If not paid, enter plans

devoted to pos1t1on -0-) and deferred other allowances

compensation

CHARLES CHASE KOCH DIRECTOR

0 0 0 PO BOX 2256 1 0 WICHITA, KS 672012256

ELIZABETH ROBINSON KOCH DIRECTOR

0 0 0 PO BOX 2256 1 0 WICHITA, KS 672012256

ELIZABETH B KOCH DIRECTOR

0 0 0 PO BOX 2256 1 0 WICHITA, KS 672012256

CHARLES G KOCH DIRECTOR/

PO BOX 2256 CHAIRMAN 0 0 0

WICHITA, KS 672012256 1 0

VONDA HOLLIMAN TREASURER

0 0 0 PO BOX 2256 1 0 WICHITA, KS 672012256

JOY RAUM ASSISTANT

1515 N COURTHOUSE RD SUITE SECRETARY 0 0 0 200 1 0 ARLINGTON,VA 22201

LOGAN MOORE SECRETARY

1515 N COURTHOUSE RD SUITE THROUGH 9-7-08 0 0 0 200 1 0 ARLINGTON,VA 22201

BRIAN MENKES SECRETARY FROM 9-

1515 N COURTHOUSE RD SUITE 8-08 0 0 0 200 1 0 ARLINGTON,VA 22201

KEVIN L GENTRY VICE PRESIDENT

0 0 0 600 14TH STREET NW SUITE 800 1 0 WASHINGTON,DC 20005

RICHARD H FINK

1515 N COURTHOUSE RD SUITE PRESIDENT/DIRECTOR 0 0 0

200 10 0

ARLINGTON,VA 22201

Form 990PF Part XV Line 2a - 2d - Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:


GRANT ADMINISTRATOR


ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN STATEMENT 18 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE 1 PROSPECTIVE GRANTEE'S MISSION AND GOALS, 2 SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT, 3 AMOUNT OF FUNDING REQUESTED, 4 NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON, AND, 5 CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT BECAUSE THE FOUNDATION ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3)0RGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE THE FOUNDATION KINDLY REQUEST THAT NO MATERIALS BE


NONE


THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF MANKIND BUILDING ON THIS KNOWLEDGE, THE CHARLES G KOCH CHARITABLE FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS IN ORDER TO INTEGRATE THEORY AND PRACTICE BY DOING SO, THE FOUNDATION STRIVES TO DEVELOP MARKET-BASED TOOLS THAT ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO STRIVE AND PROSPER THE CHARLES G KOCH CHARITABLE FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED TO SUPPORT POSITIVE SOCIAL CHANGE THE FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRST FAMILIARIZE THEMSELVES WITH THOSE DOMAINS BY EXAMINING THE FOUNDATION'S AREAS OF INTEREST IN ADDITION, THE FOUNDATION PLACES SEVERAL LIMITATIONS ON THE REQUESTS IT CONSIDERS 1 THE FOUNDATION PRIMARILY MAKES GRANTS TO SECTION 501(C)(3) PUBLIC CHARITIES THE CHARLES G KOCH CHARITABLE FOUNDATION DOES


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


ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN STATEMENT 18 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE 1 PROSPECTIVE GRANTEE'S MISSION AND GOALS, 2 SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT, 3 AMOUNT OF FUNDING REQUESTED, 4 NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON, AND, 5 CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E G, FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT BECAUSE THE FOUNDATION ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3)0RGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE THE FOUNDATION KINDLY REQUEST THAT NO MATERIALS BE


NONE


THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF MANKIND BUILDING ON THIS KNOWLEDGE, THE

CHARLES G KOCH CHARITABLE FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS IN ORDER TO INTEGRATE THEORY AND PRACTICE BY DOING SO, THE FOUNDATION STRIVES TO DEVELOP MARKET-BASED TOOLS THAT ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO STRIVE AND PROSPER THE CHARLES G KOCH

CHARITABLE FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS WHERE IT BELIEVES IT IS BEST POSITIONED TO SUPPORT POSITIVE SOCIAL CHANGE THE FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRST

FAMILIARIZE THEMSELVES WITH THOSE DOMAINS BY EXAMINING THE FOUNDATION'S AREAS OF INTEREST IN ADDITION, THE FOUNDATION PLACES SEVERAL LIMITATIONS ON THE REQUESTS IT CONSIDERS 1 THE FOUNDATION

PRIMARILY MAKES GRANTS TO SECTION 501(C)(3) PUBLIC CHARITIES THE CHARLES G KOCH CHARITABLE FOUNDATION DOES

Form 990PF Part XV Line 3a - Grants and Contributions Paid During the Year


show any relat1onsh1p to stat us of

Purpose of grant or A mount

any foundation manager rec1p1ent

contribution Name and address (home or business) or substantial contributor


APPALACHIAN STATE 219 COLLEGE STREET NONE PUBLIC EDUCATION PROGRAMS 17 ,000 BOONE,NC 28608

ASSOCIATION OF PRIVATE ENTERPRISE IN EDUCATION

NONE PUBLIC EDUCATION PROGRAMS 18,500 USA G RA N D RA P IDS, M I 49501

ATLAS ECONOMIC RESEARCH FOUNDATION 2000 NOTH 14TH STREET SUITE NONE PUBLIC EDUCATION PROGRAMS 35 ,000 550 ARLINGTON,VA 22201

AUBURN UNIVERSITY 661 ROOSEVELT DR NONE PUBLIC EDUCATION PROGRAMS 300,000 AUBURN,AL 36832

BELOIT COLLEGE 700 COLLEGE ST NONE PUBLIC EDUCATION PROGRAMS 31,000 BELO IT, WI 53511

BERRY COLLEGE 22 77 MARTHA BERRY HWY NW NONE PUBLIC EDUCATION PROGRAMS 10 ,800 MOUNT BERRY,GA 30149

BILLO FRIGHTS INSTITUTE 200 N GLEBE RD 200 NONE PUBLIC EDUCATION PROGRAM 300,000 ARLINGTON,VA 22203

BROWN UNIVERSITY 115 WATERMAN STREET NONE PUBLIC EDUCATION PROGRAMS 136,050 PROVIDENCE, RI 02912

BUCKEYE INSTITUTE FOR PUBLIC POLICY

NONE PUBLIC GENERAL OPERATING

12 ,613 88EBROADST SUPPORT COLUMBUS,OH 43215

CATO INSTITUTE GENERAL OPERATING

1000 MASSACHUSETTS AVE NW NONE PUBLIC SUPPORT

10 ,000 WASHINGTON,DC 20001

CASE WESTERN RESERVE UNIVERSITY

NONE PUBLIC EDUCATION AND RESEARCH

25 ,000 11118 BELLFLOWER RD PRO GA MS CLEVELAND,OH 44106

CLEMSON UNIVERSITY 51 N CHERRY ST NONE PUBLIC EDUCATION PROGAMS 130,116 CLEMSON,SC 29634

COLLEGE OF CHARLESTON FOUNDATION

NONE PUBLIC EDUCATION PROGRAMS 19,745 66 GEORGE STREET CHARLESTON,SC 29424

COMMONWEALTH FOUNDATION GENERAL OPERATING

225 STATE ST NONE PUBLIC SUPPORT

9,371 HARRISBURG, PA 17101

CRITICAL REVIEW FOUNDATION INC

NONE PUBLIC EDUCATION PROGRAMS 8,500 9639 REQUA RD HELOTES, TX 78023

Total. ...... 3a 7,931,403








DARTMOUTH UNIVERSITY 1 RO PE FERRY RD NONE PUBLIC EDUCATION PROGRAMS 22,000 HANOVER,NH 03755

DUQUESNE UNIVERSITY 1801 BLVD OF THE ALLIES NONE PUBLIC EDUCATION PROGRAMS 18,000 PITTSBURG, PA 15219

THE FEDERALIST SOCIETY STUDENT LEADERSHIP

1015 18TH ST NW NONE PUBLIC PROGRAM

7 5 ,000 WASHINGTON,DC 20036

FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S NONE PUBLIC EDUCATION PROGRAMS 16 ,000 FORT MYERS,FL 33965

FOUNDATION FOR INDIVIDUAL RIGHTS


300,000 601 WALNUT STREET SUITE 510 SUPPORT PHILADELPHIA,PA 19106

FRASER INSTITUTE 301-815 1 ST SW

NONE PUBLIC RESEARCH SUPPORT 150,000 CALGARY,ALBERTA CA

FREEDOM FEST GENERAL OPERATING

POBOX1213 NONE PUBLIC SUPPORT

5,000 MARSHILL,NC 28754

FUND FOR AMERICAN STUDIES GENERAL OPERATING

1706 NEW HAMPSHIRE AVE NW NONE PUBLIC SUPPORT

3,000 WASHINGTON,DC 20009

GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE NONE PUBLIC EDUCATION PROGRAMS 91,500 FAIRFAX,VA 22030

GEORGE MASON UNIVERSITY GENERAL OPERATIONAL

FOUNDATION NONE PUBLIC SUPPORT AND EDUCATION 2,781,500

4400 UNIVERSITY DRIVE FAIRFAX,VA 22030

PROGRAMS

GROVE CITY COLLEGE lOOCAMPUSDR NONE PUBLIC EDUCATION PROGRAMS 46 ,600 GROVE CITY,PA 16127

HAMPDEN-SYDNEY COLLEGE POBOX667 NONE PUBLIC EDUCATION PROGRAMS 18,500 HAMPDENSYDNEY,VA 23943

HILLSDALE COLLEGE 33 EAST COLLEGE ST NONE PUBLIC EDUCATION PROGRAMS 33,000 HILLSDALE,MI 49242

INSTITUTE FOR HUMANE STUDIES GENERAL OPERATING

3301 FAIRFAX DR NONE PUBLIC SUPPORT

1,169,000 ARLINGTON,VA 22201

JACK MILLER CENTER 485 EAST HALF DAY ROAD SUITE

NONE PRIVATE EDUCATION PROGRAMS 212,000 200 BUFFALO GROVE,IL 60089

Total. ...... 3a 7,931,403








JAMES MADISON INSTITUTE GENERAL OPERATING

2017 DELTA BLVD NONE PUBLIC SUPPORT

39 ,462 TALLAHASSEE,FL 32303

JO H N WILLI AM PO PE CENTER 200 WEST MORGAN STREET NONE PUBLIC RESEARCH SUPPORT 15 ,000 RA LEIGH, NC 27601

THE KING'S COLLEGE 350 FIFTH AVE SUITE 1500 NONE PUBLIC EDUCATION PROGRAMS 12,000 NEWYORK,NY 10118

LOYOLA UNIVERSITY 6363 STREET CHARLES AVENUE NONE PUBLIC EDUCATION PROGRAMS 7 5 ,000 NEWORLEANS,LA 70118

MERCATUS CENTER 3301 FAIRFAX DRIVE NONE PUBLIC EDUCATION PROGRAMS 1,050,000 ARLINGTON,VA 22201

MERCER UNIVERSITY 1550 COLLEGE ST NONE PUBLIC EDUCATION PROGRAMS 16 ,000 MACON,GA 31207

METROPOLITAN STATE COLLEGE OF DENVER

NONE PUBLIC EDUCATION PROGRAMS 17 ,000 1006 W 11TH AVE DENVER, CO 80213

MICHIGAN STATE UNIVERSITY 55 KELLOGG NONE PUBLIC EDUCATION PROGRAMS 15,360 LANSING,MI 48906

MONTANA STATE PO BOX 172230 NONE PUBLIC EDUCATION PROGRAMS 24,000 BOZEMAN,MT 59717

NATIONAL TAXPAYERS UNION FOUNDATION


5,000 108 NA LFRED ST SUPPORT ALEXANDRIA,VA 22314

NEW YORK STATE UNIVERSITY 33 WEST 42ND STREET NONE PUBLIC EDUCATION PROGRAMS 26 ,000 NEWYORK,NY 10036

NORTHERN MICHIGAN UNIVERSITY

NONE PUBLIC EDUCATION PROGRAMS 1,000 1401 PRESQUE ISLE AVE MARQUETTE,MI 49855

NORTHWESTERN UNIVERSITY 633 CLARK STREET NONE PUBLIC EDUCATION PROGRAMS 200,000 EVANSTON,IL 60208

PENNSYLVANIA STATE UNIVERSITY

NONE PUBLIC EDUCATION PROGRAMS 18,000 2010LDMAIN UNIVERSITY PARK,PA 16802

RHO DES COLLEGE 2000 N PARKWAY NONE PUBLIC EDUCATION PROGRAMS 15,300 MEMPHIS,TN 38112

Total. ...... 3a 7,931,403








ST CLOUD STATE UNIVERSITY 7204THAVES NONE PUBLIC EDUCATION PROGRAMS 4,000 ST CLOUD,MN 56301

ST LAWRENCE UNIVERSITY 23 ROMO DA DR NONE PUBLIC EDUCATION PROGRAMS 4,000 CANTON,NY 13617

SUFFOLK UNIVERSITY 700 UNIVERSITY AVENUE SUITE

NONE PUBLIC EDUCATION PROGRAMS 97 ,2 36 403 SYRACUSE, NY 13244

THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY

NONE PUBLIC EDUCATION PROGRAMS 15 ,000 I WASHINGTON SQUARE SANJOSE,CA 95112

TOWSON UNIVERSITY FOUNDATION

NONE PUBLIC EDUCATION PROGRAMS 4,650 8000 YORK ROAD TOWSON, MD 21252

TRINITY COLLEGE 300 SUMMIT STREET NONE PUBLIC EDUCATION PROGRAMS 20 ,000 HARTFORT,CT 06067

UNIVERSITY OF ALASKA FAIRBANKS

NONE PUBLIC EDUCATION PROGRAMS 15,500 3352 COLLEGE RD FAIRBANKS,AK 99709

UNIVERSITY OF KANSAS 700 VERMONT ST NONE PUBLIC EDUCATION PROGRAMS 25 ,000 LAWRENCE, KS 66045

UNIVERSITY OF MISSOURI 813 VIRGINIA AVE NONE PUBLIC EDUCATION PROGRAMS 17,500 COLUMBIA,MO 65211

UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD NONE PUBLIC EDUCATION PROGRAMS 30 ,000 HOUSTON,TX 77092

UTAH STATE UNIVERSITY 131 OLD MAIN HILL NONE PUBLIC EDUCATION PROGRAMS 74 ,000 LOGAN,UT 84322

UTAH STATE UNIVERSITY INSTITUTE FOR POLITICAL ECON

NONE PUBLIC EDUCATION PROGRAMS 15 ,000 131 OLD MAIN HILL LOGAN,UT 84322

UNIVERSITY OF TEXAS- PAN AMERICA

NONE PUBLIC EDUCATION PROGRAMS 20 ,600 1201 W UNIVERSITY DRIVE EDINBURG, TX 78539

WEST VIRGINIA UNIVERSITY FOUNDATION

NONE PUBLIC EDUCATION PROGRAMS 55 ,000 I WATERFRONT PI MORGANTOWN,WV 26501

Total. ..... 3a 7,931,403

Form 990PF Part XV Line 3b - Grants and Contributions Approved for Future Payment






b Approved for future payment

ATLAS ECONOMIC RESEARCH FOUNDATION2000 N 14TH STREET


25 ,000 SUITE 550 SUPPORT ARLINGTON,VA 22201

BUCKEYE INSTITUTE FOR PUBLIC GENERAL OPERATING

POLICY88 E BROAD ST NONE PUBLIC SUPPORT

8,052 COLUMBUS,OH 43215

COM MO NWEA L TH FO UN DA TIO N225 GENERAL OPERATING

STATE STREET SUITE 302 NONE PUBLIC SUPPORT

14 ,828 HARRISBURG, PA 17101

JAMES MADISON INSTITUTE2017 GENERAL OPERATING

DELTA BLVD NONE PUBLIC SUPPORT

10 ,0 21 TALLAHASSEE,FL 32303

MERCATUS CENTER3301 FAIRFAX EDUCATIONAL

DR NONE PUBLIC PROGRAMS

600,000 ARLINGTON,VA 22201

UTAH STATE UNIVERSITY5305 OLD EDUCATIONAL

MAIN HILL NONE PUBLIC PROGRAMS

100,000 LOGAN,UT 84322

Total. ..... 3b 757,901

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data -

TY 2008 Accounting Fees Schedule

Category

ACCOUNTING FEES

INVESTMENT ACCTG SERVICES FEES

TAX PREPARATION FEES


EIN: 48-0918408

Net Investment Adjusted Net Amount Income Income

133,420

10,755 10,755

3,385

DLN:934913200061391

Disbursements for Charitable Purposes

102,580

3,385

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2008 Depreciation Schedule

Description of Property

OFFICE EQUIPMENT

OFFICE FURNITURE

OFFICE FURNITURE

BASE SORTER

TRAINING PROGRAM

PAN ABOARD

ADVENTURE PROGRAM

VIDEO EQUIPMENT

FOLDING TABLE

OFFICE DESK

LATERAL FILE

FIBER CABLE

VOICE DATA CABLES

MINIBLINDS

CYLINDER DOOR LOCK

CARPET

ARCHITECH SERVICE

CONSTRUCTION

DOOR & FRAME

VOICE DATA CABLES

TABLES

DESK & CHAIRS

DISHWASHER

2 REFRIGERATORS

6 STORAGE CABINETS

7 BOOKSHELVES

3 BENCHES FOR LOBB

2 ORANGE CHAIRS

SIGN FOR LOBBY

2 WOODEN CHAIRS

2 TABELS

WORKSTATIONS & CHA

SIGN FOR FRONT LOB

WORKSTATION NAME T

3 LATERAL FILING C

3 TABLES

CAMERA FOR KAP

VIDEO CONFERENCING

WIRELESS SURVEY EQ

PORTABLE AUDIO SYS

VIDEO CONFERENCING

VIDEO CONF EQUIPME

7 FOLDING CHAIRS

22 TABLES FOR KAP

59 AUDITORIUM CHAI

AUDITORIUM TABLES

32 CLASSROOM CHAIR

SEMINAR TABLES

PERMIT FEES SPACE

RENOVATION OFFICE

UNIMPROVED LAND

Date Acquired

2006-06-01

2006-06-01

2007-04-30

2007-06-25

2007-06-30

2007-07-31

2007-08-31

2007-09-30

2007-10-30

2007-10-31

2007-12-31

2007-03-15

2007-06-27

2007-07-31

2007-08-16

2007-06-27

2007-07-06

2007-07-13

2007-12-19

2007-06-04

2008-07-11

2008-07-25

2008-08-31

2008-08-31

2008-09-29

2008-09-29

2008-10-06

2008-10-06

2008-10-16

2008-10-31

2008-11-06

2008-11-13

2008-11-14

2008-11-14

2008-11-21

2008-03-31

2008-03-31

2008-05-15

2008-05-31

2008-06-26

2008-10-01

2008-11-01

2008-06-17

2008-07-25

2008-10-10

2008-10-20

2008-11-02

2008-11-21

2008-05-09

2008-12-13

1988-05-13


EIN: 48-0918408

Cost or Other Prior Years' Rate/ Computation Method Basis Depreciation Life(# of years)

1,307 404 SL

3,878 388 SL

525 23 SL

523 52 SL

1,125 113 SL

1,452 121 SL

1,490 99 SL

1,069 53 SL

583 19 SL

503 17 SL

620 0 SL

7,308 2,810 SL

921 251 SL

556 132 SL

580 110 SL

5,500 1,500 SL

7,279 1,986 SL

41,022 11,190 SL

2,948 0 SL

3,888 1,183 SL

6,857 SL

97,218 SL

751 SL

1,825 SL

2,092 SL

1, 171 SL

2,942 SL

1,772 SL

1,316 SL

878 SL

742 SL

104,350 SL

1,316 SL

2,108 SL

1,627 SL

859 SL

805 SL

17,456 SL

6,977 SL

4,446 SL

320, 146 SL

10,094 SL

1,094 SLA

5,231 SL

10,636 SL

16,021 SL

3,068 SL

3,270 SL

12,510 SL

988, 142 SL

3,377,694 L

Current Year's Net Investment

Depreciation Expense

Income

5 261

15 259

15 35

5 105

5

5 290

5

5 214

5

5 101

5 124

2 3,372

1 502

1 318

1 331

1 3,001

1 3,971

1 22,380

1 2,080

1 2,028

5 686

10 4,051

5 50

5 122

5 105

5 59

5 147

5 89

5 44

5 29

5 25

10 1,739

5 44

5 70

5 27

5 129

5 121

5 2,327

5 814

5 445

5 16,007

5 336

10 55

10 218

5 532

15 178

15 34

15 18

5 1,668

5 16,469

DLN:93491320006139

Adjusted Net Cost of Goods Sold Not Income Included


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2008 Expenditure Responsibility Statement

Grantee's Grantee's Grant Date

Name Address

485 HALF DAY

JACK MILLER ROAD SUITE 200

CENTER BUFFALO

2008-12-22

GROVE, IL 60089


EIN: 48-0918408

Grant Amount

Any Diversion Grant Purpose Expended By

Amount Grantee

By Grantee?

SUPPORT FOR TWO SUMMER 212,000 INSTITUTE PROGRAMS RUN BY 0 NO

THE JACK MILLER CENTER

Dates of Date of

Reports By Results of Verification Grantee

Verification

5/ 5/09 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE,

INTERIM THEREFORE, NO INDEPENDENT VERIFICATION OF THE

REPORT 2008 REPORTS WERE MADE

lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - DLN:934913200061391

TY 2008 General Explanation Attachment

Identifier

SUMMARY OF DIRECT CHARITABLE ACTIVITIES

Return Reference

FORM 990-PF, PART IXA


EIN: 48-0918408

Explanation

KOCH ASSOCIATES PROGRAM During 2008 the Charles G Koch Charitable Foundation sponsored 1 47 1nd1v1duals who part1c1pated 1n the Koch Associate Program 32 Washington, DC area charitable organ1zat1ons and 7 charitable organ1zat1ons outside of Washington, DC were partners 1n the program The Koch Associate Program was established to 1dent1fy up-and-coming leaders and entrepreneurs interested 1n liberty and help them develop the know ledge, sk1l ls, and experience necessary for careers 1n the nonprofit sector, 1nclud1ng careers w 1th market-oriented think tanks, policy 1nst1tutes, and other educational 1nst1tut1ons For more 1nformat1on on this program, please v1s1t the Foundation's w ebs1te at www cgkfoundat1on org KOCH INTERNSHIP PROGRAM During 2008 the Charles G Koch Charitable Foundation sponsored 47 1nd1v1duals who part1c1pated 1n the Koch Internship Program The Charles G Koch Charitable Foundation Internship Program was established to develop the next generation of I 1berty-minded leaders, educators, and entrepreneurs Over the course of the program, Inter ns engage 1n research and educational act1v1t1es w h1le learning and applying Market-Based Management For more 1nformat1on on this program, please v1s1t the Foundation's w ebs1te at www cgkfoundat1on org


TY 2008 Investments - Land Schedule

Category/ Item


EIN: 48-0918408

Cost/Other Accumulated Book Value Basis Depreciation

DLN:934913200061391

End of Year Fair Market Value

UNIMPROVED LAND 3,377,694 3,377,694


TY 2008 Investments - Other Schedule


EIN: 48-0918408

Category/ Item Listed at Cost or Book Value FMV

ZAZOVE ASSOC CONVERTIBLE BONDS FMV 6,115,765

MESIROW ABSOLUTE RETURN FUND FMV 10,193,867

EXCELSIOR ABSOLUTE FUND FMV 3,679,130

TCW SR SEC FLOAT RATE LOAN FD FMV 5,000,000

THIRTEEN PARTNERS, LTD SHARES FMV 5,000,000

HIGHLAND COMMINGLED LOAN FUND FMV 10,000,000

MELLON CF GLOBAL ALPHA I FMV 34,143,095

EATON VANCE LOAN OP FUND FMV 20,517,302

ABSOLUTE RETURN CREDIT PORTFOL FMV 20,396,824


4,834,538

10,082,491

3,665,372

4,171,045

4,919,535

6,683,193

20,920,407

9,612,285

20,417,577


TY 2008 Land, Etc. Schedule

Category / Item

OFFICE EQUIPMENT

OFFICE FURNITURE

OFFICE FURNITURE

BASE SORTER

TRAINING PROGRAM

PANABOARD

ADVENTURE PROGRAM

VIDEO EQUIPMENT

FOLDING TABLE

OFFICE DESK

LATERAL FILE

FIBER CABLE

VOICE DATA CABLES

MINIBLINDS

CYLINDER DOOR LOCK

CARPET

ARCHITECH. SERVICE

CONSTRUCTION

DOOR & FRAME

VOICE DATA CABLES

TABLES

DESK & CHAIRS

DISHWASHER

2 REFRIGERATORS

6 STORAGE CABINETS

7 BOOKSHELVES

3 BENCHES FOR LOBB3

2 ORANGE CHAIRS

SIGN FOR LOBBY

2 WOODEN CHAIRS


EIN: 48-0918408

Cost/ Other Accumulated Book Value Basis Depreciation

1,307 665 642

3,878 647 3,231

525 58 467

523 157 366

1,452 411 1,041

1,069 267 802

503 118 385

620 124 496

7,308 6,182 1,126

921 753 168

556 450 106

580 441 139

5,500 4,501 999

7,279 5,957 1,322

41,022 33,570 7,452

2,948 2,080 868

3,888 3,211 677

6,857 686 6,171

97,218 4,051 93,167

751 50 701

1,825 122 1,703

2,092 105 1,987

1,171 59 1,112

2,942 147 2,795

1,772 89 1,683

1,316 44 1,272

878 29 849


Category / Item Cost/ Other Accumulated Book Value End of Year Fair Basis Depreciation Market Value

2 TABELS 742 25 717

WORKSTATIONS & CHA 104,350 1,739 102,611

SIGN FOR FRONT LOB 1,316 44 1,272

WORKSTATION NAME T 2,108 70 2,038

3 LATERAL FILING C 1,627 27 1,600

3 TABLES 859 129 730

CAMERA FOR KAP 805 121 684

VIDEO CONFERENCING 17,456 2,327 15,129

WIRELESS SURVEY EQ 6,977 814 6,163

PORTABLE AUDIO SYS 4,446 445 4,001

VIDEO CONFERENCINGH 320,146 16,007 304,139

VIDEO CONF EQUIPME 10,094 336 9,758

7 FOLDING CHAIRS 1,094 55 1,039

22 TABLES FOR KAP 5,231 218 5,013

59 AUDITORIUM CHAI 10,636 532 10,104

AUDITORIUM TABLES 16,021 178 15,843

32 CLASSROOM CHAIR 3,068 34 3,034

SEMINAR TABLES 3,270 18 3,252

PERMIT FEES SPACE 12,510 1,668 10,842

RENOVATION OFFICE 988,142 16,469 971,673


TY 2008 Other Expenses Schedule


EIN: 48-0918408

DLN:934913200061391

Description Revenue and Expenses Net Investment

Adjusted Net Income Disbursements for

per Books Income Charitable Purposes

IN SU RANCE 33,694 33,694

POSTAGE & DELIVERY 25,156 25 ,269

BANK FEES 3,7 58 3,7 58

SUPPLIES 56,566 56,566

TELEPHONE 32,066 19 ,089

MEMBERSHIP &DUES 6,760 6,760

AWARDS/INCENTIVES 53,607 53,607

WRITEDOWN OF ASSET VALUE 179,311 1,811


TY 2008 Other Income Schedule

Description

PASSIVE PARTNERSHIP INCOME


EIN: 48-0918408

Revenue And Net Investment Expenses Per Books Income

34,109 34,109

Adjusted Net Income


TY 2008 Other Professional Fees Schedule

Category

PROFESSIONAL CONSULTING FEES

INVESTMENT MANAGEMENT FEES

LAND MAINTENANCE FEES

WEBSITE FEES

OTHER PROFESSIONAL FEES-A DMIN

RECRUITING FEES

TEMP HELP

CORPORATE FILING &AGENT FEES

ADVERTISING FEES

SPEAKER FEES

ON-LINE SERVICE FEES

KAP PARTICIPATION FEES

EQUIPMENT/MA INT EN AN CE


EIN: 48-0918408


192,053

230,663 230,663

1,423 1,423

24,544

115,977

34,859

89,372

40

65 ,323

62,7 50

31,697

548,423

13,089

DLN:934913200061391


191,228

27,334

115,977

34,859

91,713

40

65 ,323

62,7 50

31,697

478,157

13,089


TY 2008 Taxes Schedule

Category

FEDERAL EXCISE TAX

REAL ESTATE TAXES


EIN: 48-0918408


112,525

95 95

DLN:934913200061391


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