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OMB No. 1545-0052Return of Private FoundationForm 990-PF or Section 4947(a)(1) Trust Treated as Private Foundation
I Do not enter social security numbers on this form as it may be made public. À¾µ¹Department of the TreasuryInternal Revenue Service I Information about Form 990-PF and its separate instructions is at www.irs.gov/form990pf. Open to Public Inspection
For calendar year 2015 or tax year beginning , 2015, and ending , 20Name of foundation A Employer identification number
Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions)
City or town, state or province, country, and ZIP or foreign postal code
C If exemption application ispending, check here Im m m m m m m m
G Check all that apply: Initial return Initial return of a former public charity ID 1. Foreign organizations, check here m m2. Foreign organizations meeting the
85% test, check here and attach
computation
Final return
Address change
Amended return
Name change Im m m m m m m m mH Check type of organization: Section 501(c)(3) exempt private foundation
E If private foundation status was terminated
under section 507(b)(1)(A), check here ISection 4947(a)(1) nonexempt charitable trust Other taxable private foundation mI Fair market value of all assets at J Accounting method: Cash Accrual F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here Iend of year (from Part II, col. (c), line Other (specify) mI16) $ (Part I, column (d) must be on cash basis.)
(d) Disbursementsfor charitable
purposes(cash basis only)
Analysis of Revenue and Expenses (The Part I (a) Revenue andexpenses per
books
(b) Net investmentincome
(c) Adjusted netincome
total of amounts in columns (b), (c), and (d)may not necessarily equal the amounts incolumn (a) (see instructions).)
1 Contributions, gifts, grants, etc., received (attach schedule) mif the foundation is not required toattach Sch. BICheck2 m m m m m m m m m m
3 Interest on savings and temporary cash investments m4 Dividends and interest from securities m m m m5a Gross rents m m m m m m m m m m m m m m m m m
b Net rental income or (loss)
6a Net gain or (loss) from sale of assets not on line 10b Gross sales price for all
assets on line 6a
7 Capital gain net income (from Part IV, line 2) m8 Net short-term capital gain m m m m m m m m m m9 Income modifications m m m m m m m m m m m m
a Gross sales less returns10and allowances m m m m m
b Less: Cost of goods sold mc Gross profit or (loss) (attach schedule) m m m m
11 Other income (attach schedule) m m m m m m m12 Total. Add lines 1 through 11 m m m m m m m m
Reven
ue
13 Compensation of officers, directors, trustees, etc. m m14 Other employee salaries and wages m m m m m15 Pension plans, employee benefits m m m m m m16 a Legal fees (attach schedule) m m m m m m m m m
b Accounting fees (attach schedule) m m m m m mc Other professional fees (attach schedule) m m m
17 Interest m m m m m m m m m m m m m m m m m m m18 Taxes (attach schedule) (see instructions) m m m19 Depreciation (attach schedule) and depletion m20 Occupancy m m m m m m m m m m m m m m m m m21 Travel, conferences, and meetings m m m m m m22 Printing and publications m m m m m m m m m m23 Other expenses (attach schedule) m m m m m m24 Total operating and administrative expenses.
Add lines 13 through 23 m m m m m m m m m m m25 Contributions, gifts, grants paid m m m m m m m26 Total expenses and disbursements. Add lines 24 and 25
Op
era
tin
g a
nd
Ad
min
istr
ati
ve E
xp
en
ses
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements m mb Net investment income (if negative, enter -0-)
c Adjusted net income (if negative, enter -0-) m mJSA For Paperwork Reduction Act Notice, see instructions. Form 990-PF (2015)5E1410 1.000
CHARLES KOCH FOUNDATION 48-0918408
1320 N. COURTHOUSE RD., SUITE 500 (703) 875-1658
ARLINGTON, VA 22201
XX
X
620,361,534.
98,457,094.
4,932,581. 4,932,581.6,214,751. 6,214,751.
-12,762,345.
0.
4,156,402. 1,108,558.ATCH 1100,998,483. 12,255,890.
548,536. 548,536.3,315,005. 3,103,284.
736,538. 727,467.7,269. 7,269.ATCH 2
32,503. 10,036.ATCH 31,529,482. 740,408. 713,149.[4]
702,105. 700,935. 1,170.ATCH 541,576. 41,576.[6]
135,910. 146,588.992,893. 948,140.59,330. 59,330.
3,721,458. 2,070,152. 162,276.ATCH 7
11,822,605. 3,553,071. 6,427,245.38,238,377. 44,132,322.50,060,982. 3,553,071. 0. 50,559,567.
50,937,501.8,702,819.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 3
Form 990-PF (2015) Page 2Attached schedules and amounts in thedescription column should be for end-of-yearamounts only. (See instructions.)
Beginning of year End of yearBalance Sheets Part II
(a) Book Value (b) Book Value (c) Fair Market Value
1 Cash - non-interest-bearing m m m m m m m m m m m m m m m m m m2 Savings and temporary cash investments m m m m m m m m m m m
I3 Accounts receivable
ILess: allowance for doubtful accounts
I4 Pledges receivable
ILess: allowance for doubtful accounts
5 Grants receivable m m m m m m m m m m m m m m m m m m m m m m m6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions) m m m mI7 Other notes and loans receivable (attach schedule)
ILess: allowance for doubtful accounts
8 Inventories for sale or use m m m m m m m m m m m m m m m m m m m9 Prepaid expenses and deferred charges m m m m m m m m m m m m
10a Investments - U.S. and state government obligations (attach schedule) m mb Investments - corporate stock (attach schedule) m m m m m m m mc Investments - corporate bonds (attach schedule) m m m m m m m m
11 Investments - land, buildings, Iand equipment: basisLess: accumulated depreciation I(attach schedule)
12 Investments - mortgage loans m m m m m m m m m m m m m m m m m13 Investments - other (attach schedule) m m m m m m m m m m m m m
Land, buildings, and14 Iequipment: basisLess: accumulated depreciation I(attach schedule)
I15 Other assets (describe )
16 Total assets (to be completed by all filers - see the
instructions. Also, see page 1, item I) m m m m m m m m m m m m m
Assets
17 Accounts payable and accrued expenses m m m m m m m m m m m18 Grants payable m m m m m m m m m m m m m m m m m m m m m m m m19 Deferred revenue m m m m m m m m m m m m m m m m m m m m m m m20 Loans from officers, directors, trustees, and other disqualified persons m m21 Mortgages and other notes payable (attach schedule) m m m m m
I22 Other liabilities (describe )
23 Total liabilities (add lines 17 through 22) m m m m m m m m m m m
Lia
bili
ties
IFoundations that follow SFAS 117, check hereand complete lines 24 through 26 and lines 30 and 31.
m24 Unrestricted m m m m m m m m m m m m m m m m m m m m m m m m m25 Temporarily restricted m m m m m m m m m m m m m m m m m m m m26 Permanently restricted m m m m m m m m m m m m m m m m m m m m
IFoundations that do not follow SFAS 117,check here and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds m m m m m m m m m28 Paid-in or capital surplus, or land, bldg., and equipment fund m m m m m m29 Retained earnings, accumulated income, endowment, or other funds m m30 Total net assets or fund balances (see instructions) m m m m m m31 Total liabilities and net assets/fund balances (see
instructions) m m m m m m m m m m m m m m m m m m m m m m m m mNet
Assets
or
Fu
nd
Bala
nces
Analysis of Changes in Net Assets or Fund Balances Part III 1
2
3
4
5
6
Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior year's return) 1
2
3
4
5
6
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mEnter amount from Part I, line 27a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
IOther increases not included in line 2 (itemize)
Add lines 1, 2, and 3 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIDecreases not included in line 2 (itemize)
Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 m m m mForm 990-PF (2015)
JSA
5E1420 1.000
6,396,490. 21,124,451. 21,126,569.4,986,943.
4,193,188. 4,986,943. 4,986,943.
365,341. 242,652. 242,652.
2,455,694. ATCH 82,455,694. 2,455,694. 2,455,694.
522,518,490. 553,010,834. 591,549,676.ATCH 9ATCH
4,979.
535,934,182. 581,820,574. 620,361,534.584,789. 1,652,826.
7,651,546. 1,532,400.
8,236,335. 3,185,226.X
527,697,847. 578,635,348.
527,697,847. 578,635,348.
535,934,182. 581,820,574.
527,697,847.50,937,501.
578,635,348.
578,635,348.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 4
Form 990-PF (2015) Page 3
Capital Gains and Losses for Tax on Investment Income Part IV (b) How (c) Date
acquired(mo., day, yr.)
(a) List and describe the kind(s) of property sold (e.g., real estate, (d) Date sold(mo., day, yr.)
acquiredP - Purchase2-story brick warehouse; or common stock, 200 shs. MLC Co.)D - Donation
1a
b
c
d
e
(g) Cost or other basis(f) Depreciation allowed (h) Gain or (loss)(e) Gross sales price
plus expense of sale(or allowable) (e) plus (f) minus (g)
a
b
c
d
eComplete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or(j) Adjusted basis (k) Excess of col. (i)(i) F.M.V. as of 12/31/69 Losses (from col. (h))as of 12/31/69 over col. (j), if any
a
b
c
d
e
If gain, also enter in Part I, line 72 Capital gain net income or (net capital loss) $ & 2If (loss), enter -0- in Part I, line 7
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in &Part I, line 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income Part V
(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 in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
Yes No
1 Enter the appropriate amount in each column for each year; see the instructions before making any entries.(a) (d)(b) (c)
Base period years Distribution ratioAdjusted qualifying distributions Net value of noncharitable-use assetsCalendar year (or tax year beginning in) (col. (b) divided by col. (c))
2014
2013
2012
2011
2010
22 Total of line 1, column (d) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the
3number of years the foundation has been in existence if less than 5 years m m m m m m m m m m m44 Enter the net value of noncharitable-use assets for 2015 from Part X, line 5 m m m m m m m m m m55 Multiply line 4 by line 3 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m66 Enter 1% of net investment income (1% of Part I, line 27b) m m m m m m m m m m m m m m m m m m m77 Add lines 5 and 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m88 Enter qualifying distributions from Part XII, line 4 m m m m m m m m m m m m m m m m m m m m m m m m
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See thePart VI instructions.
JSA Form 990-PF (2015)5E1430 1.000
SEE PART IV SCHEDULE
-12,762,345.
0.
X
36,085,910. 383,114,182. 0.09419127,594,863. 245,361,154. 0.11246617,610,096. 216,432,788. 0.08136520,955,082. 215,815,197. 0.09709718,901,264. 203,468,683. 0.092895
0.478014
0.095603
475,703,307.
45,478,663.
87,028.
45,565,691.
50,559,567.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 5
Form 990-PF (2015) Page 4Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) Part VI
7I1a Exempt operating foundations described in section 4940(d)(2), check here and enter "N/A" on line 1. m m mDate of ruling or determination letter: (attach copy of letter if necessary - see instructions)
*b Domestic foundations that meet the section 4940(e) requirements in Part V, check 18Ihere and enter 1% of Part I, line 27b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mc All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of
Part I, line 12, col. (b).9
22 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) m m m33 Add lines 1 and 2 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m44 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) m m m55 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- m m m m m m m m m m m m m
6 Credits/Payments:
6aa 2015 estimated tax payments and 2014 overpayment credited to 2015 m m m m6bb Exempt foreign organizations - tax withheld at source m m m m m m m m m m m m m6cc Tax paid with application for extension of time to file (Form 8868) m m m m m m m6dd Backup withholding erroneously withheld m m m m m m m m m m m m m m m m m m
77 Total credits and payments. Add lines 6a through 6d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m88 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached m m m m m m m
I 99 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed m m m m m m m m m m m m m m m mI 1010 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid m m m m m m m m m m
I I11 Enter the amount of line 10 to be: Credited to 2016 estimated tax Refunded 11
Statements Regarding Activities Part VII-A
Yes No1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it
participate or intervene in any political campaign? 1am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see
Instructions for the definition)? 1bm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
1cc Did the foundation file Form 1120-POL for this year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m md Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
I I$(1) On the foundation. (2) On foundation managers. $
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on
I $foundation managers.
22 Has the foundation engaged in any activities that have not previously been reported to the IRS? m m m m m m m m m m m m m m m mIf "Yes," attach a detailed description of the activities.
3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of
incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 3m m m m m m m m m m m m4a4a Did the foundation have unrelated business gross income of $1,000 or more during the year? m m m m m m m m m m m m m m m m m4bb If "Yes," has it filed a tax return on Form 990-T for this year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m55 Was there a liquidation, termination, dissolution, or substantial contraction during the year?m m m m m m m m m m m m m m m m m m
If "Yes," attach the statement required by General Instruction T.
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
% By language in the governing instrument, or
% By state legislation that effectively amends the governing instrument so that no mandatory directions that
6conflict with the state law remain in the governing instrument? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m77 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
I8a Enter the states to which the foundation reports or with which it is registered (see instructions)
b If the answer is "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 8bm m m m m m m m m m m m m m m m m9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or
4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)? If "Yes,"
complete Part XIV 9m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their
names and addresses 10m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mForm 990-PF (2015)
JSA
5E1440 1.000
87,028.X
87,028.0.
87,028.
275,642.
200,000.1,802.
477,444.
390,416.390,416.
X
X
X
0. 0.
0.X
XX
X
XX
KS,VA,
X
X
XATCH 10
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 6
Form 990-PF (2015) Page 5
Statements Regarding Activities (continued) Part VII-A Yes No
11
12
13
11
12
13
14
15
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the foundation make a distribution to a donor advised fund over which the foundation or a disqualified
person had advisory privileges? If "Yes," attach statement (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m mDid the foundation comply with the public inspection requirements for its annual returns and exemption application?
IWebsite address
I IThe books are in care of Telephone no.
I ILocated at ZIP+4
ISection 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here m m m m m m m m m m m mI 15and enter the amount of tax-exempt interest received or accrued during the year m m m m m m m m m m m m m m m m m m
Yes No16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority
over a bank, securities, or other financial account in a foreign country? 16
1b
1c
2b
3b
4a
4b
m m m m m m m m m m m m m m m m m m m m m m m m m m m m mSee the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes," enter the name of
the foreign country IStatements Regarding Activities for Which Form 4720 May Be Required Part VII-B
Yes NoFile Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
1
2
3
4
a
b
c
a
b
c
a
b
a
b
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? Yes Nom m m m m m m m m(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a
disqualified person? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? Yes Nom m m m m m m m m(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes Nom m m m m m m m m m(5) Transfer any income or assets to a disqualified person (or make any of either available for
the benefit or use of a disqualified person)? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m(6) Agree to pay money or property to a government official? (Exception. Check "No" if the
foundation agreed to make a grant to or to employ the official for a period after
termination of government service, if terminating within 90 days.) Yes Nom m m m m m m m m m m m m m m m mIf any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? m m m m m m m m m m m m m m m m m mIOrganizations relying on a current notice regarding disaster assistance check here m m m m m m m m m m m m m m m m
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that
were not corrected before the first day of the tax year beginning in 2015? m m m m m m m m m m m m m m m m m m m m m m m m m m mTaxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
At the end of tax year 2015, did the foundation have any undistributed income (lines 6d and
6e, Part XIII) for tax year(s) beginning before 2015? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m mIIf "Yes," list the years , , ,
Are there any years listed in 2a for which the foundation is not applying the provisions 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 instructions.) m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
I , , ,
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise
at any time during the year? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mIf "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation or
disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the
Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of
the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the
foundation had excess business holdings in 2015.) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDid the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
Did the foundation make any investment in 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 beginning in 2015?
Form 990-PF (2015)
JSA
5E1450 1.000
ATCH 11 XATCH 12
XATCH 13X
WWW.CHARLESKOCHFOUNDATION.ORGGUY BARKWILL 703-875-1658
1320 N COURTHOUSE ARLINGTON, VA 22201
X
X
XX
X
X
X
X
X
X
X
X
X
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 7
Form 990-PF (2015) Page 6
Statements Regarding Activities for Which Form 4720 May Be Required (continued) Part VII-B 5a During the year did the foundation pay or incur any amount to:
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? Yes Nom m m m m m(2) Influence the outcome of any specific public election (see section 4955); or to carry on,
directly or indirectly, any voter registration drive? Yes Nom m m m m m m m m m m m m m m m m m m m m m m mYes No(3) Provide a grant to an individual for travel, study, or other similar purposes? m m m m m m m m m m m
(4) Provide a grant to an organization other than a charitable, etc., organization described in
Yes Nosection 4945(d)(4)(A)? (see instructions)m m m m m m m m m m m m m m m m m m m m m m m m m m m m(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational
purposes, or for the prevention of cruelty to children or animals? Yes Nom m m m m m m m m m m m m m m mb If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? 5b
6b
7b
m m m m m m m m m m m mIOrganizations relying on a current notice regarding disaster assistance check here m m m m m m m m m m m m m m m m m m
c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax
Yes Nobecause it maintained expenditure responsibility for the grant? m m m m m m m m m m m m m m m m m m mIf "Yes," attach the statement required by Regulations section 53.4945-5(d).
6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
on a personal benefit contract? Yes Nom m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mb Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If "Yes" to 6b, file Form 8870.
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
m m m m m m m m m m7a Yes Nom m
b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? m m m m m m m m m mInformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors
Part VIII
1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).(b) Title, and average
hours per weekdevoted to position
(c) Compensation(If not paid,
enter -0-)
(d) Contributions toemployee benefit plans
and deferred compensation
(e) Expense account,other allowances
(a) Name and address
2 Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter"NONE."
(d) Contributions toemployee benefit
plans and deferredcompensation
(b) Title, and averagehours per week
devoted to position
(e) Expense account,other allowances(a) Name and address of each employee paid more than $50,000 (c) Compensation
ITotal number of other employees paid over $50,000 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mForm 990-PF (2015)
JSA
5E1460 1.000
X
XX
X
X
X
ATCH 14 X
XX
X
ATCH 15 493,169. 29,275. 26,092.
ATCH 16 735,305. 37,741. 52,975.
19
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 8
Form 990-PF (2015) Page 7
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors (continued)
Part VIII
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE."
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ITotal number of others receiving over $50,000 for professional services m m m m m m m m m m m m m m m m m m m m m mSummary of Direct Charitable Activities Part IX-A
List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number oforganizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Summary of Program-Related Investments (see instructions) Part IX-B AmountDescribe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
1
2
All other program-related investments. See instructions.
3
ITotal. Add lines 1 through 3 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mForm 990-PF (2015)
JSA
5E1465 1.000
ATCH 17 1,060,405.
1
NONE
NONE
NONENONE
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 9
Form 990-PF (2015) Page 8
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
Part X
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
Average monthly fair market value of securities
Average of monthly cash balances
Fair market value of all other assets (see instructions)
Total (add lines 1a, b, and c)
1a
1b
1c
1d
e
a
b
c
d
Acquisition indebtedness applicable to line 1 assets
Subtract line 2 from line 1d
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Reduction claimed for blockage or other factors reported on lines 1a and
1e1c (attach detailed explanation)
2
3
4
5
6
m m m m m m m m m m m m m m m m m m m m2
3
4
m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Cash deemed held for charitable activities. Enter 1 1/2 % of line 3 (for greater amount, see
instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
Minimum investment return. Enter 5% of line 56 m m m m m m m m m m m m m m m m m m m m m m m m m m m m mDistributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations Part XI
Iand certain foreign organizations check here and do not complete this part.)
11 Minimum investment return from Part X, line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m2a
2b2 a Tax on investment income for 2015 from Part VI, line 5 m m m m m m m
b Income tax for 2015. (This does not include the tax from Part VI.) m m2c
3
c Add lines 2a and 2b m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m3 Distributable amount before adjustments. Subtract line 2c from line 1 m m m m m m m m m m m m m m m m m
4
5
6
7
4 Recoveries of amounts treated as qualifying distributions m m m m m m m m m m m m m m m m m m m m m m m m5 Add lines 3 and 4 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m6 Deduction from distributable amount (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
line 1 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mQualifying Distributions (see instructions) Part XII
1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26
Program-related investments - total from Part IX-B
purposes
Amounts set aside for specific charitable projects that satisfy the:
Suitability test (prior IRS approval required)
Cash distribution test (attach the required schedule)
a
b
1a
1b
2
m m m m m m m m m m m m m m m m2
m m m m m m m m m m m m m m m m m m m m m m m m m m m mAmounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
3m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
a
b
3a
3b
4
5
6
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m4
5
m m m m m m m m m m m m m m m m m m m m m m m m m m mQualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
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 instructions)
Adjusted qualifying distributions. Subtract line 5 from line 46m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m mNote. 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 (2015)
JSA
5E1470 1.000
401,330,055.78,969,688.2,647,777.
482,947,520.
482,947,520.
7,244,213.475,703,307.23,785,165.
23,785,165.87,028.
87,028.23,698,137.
132,743.23,830,880.
23,830,880.
50,559,567.
50,559,567.
87,028.50,472,539.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 10
Form 990-PF (2015) Page 9
Undistributed Income (see instructions) Part XIII (a)
Corpus(b)
Years prior to 2014(c)
2014(d)
20151 Distributable amount for 2015 from Part XI,
line 7 m m m m m m m m m m m m m m m m m m m m mUndistributed income, if any, as of the end of 2015:2
a Enter amount for 2014 only m m m m m m m m m m mTotal for prior years: 20 ,20b ,20
3 Excess distributions carryover, if any, to 2015:
a From 2010 m m m m m mb From 2011 m m m m m mc From 2012 m m m m m md From 2013 m m m m m me From 2014 m m m m m mf Total of lines 3a through e m m m m m m m m m m m
4 Qualifying distributions for 2015 from Part XII,
Iline 4: $
a Applied to 2014, but not more than line 2a m m mb Applied to undistributed income of prior years
(Election required - see instructions) m m m m m m mc Treated as distributions out of corpus (Election
required - see instructions) m m m m m m m m m m md Applied to 2015 distributable amount m m m m m me Remaining amount distributed out of corpus m m m
5 Excess distributions carryover applied to 2015 m(If an amount appears in column (d), the sameamount must be shown in column (a).)
6 Enter the net total of each column asindicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years' undistributed income. Subtract
line 4b from line 2b m m m m m m m m m m m m m m mc Enter the amount of prior years' undistributed
income for which a notice of deficiency hasbeen issued, or on which the section 4942(a)tax has been previously assessed m m m m m m m m
d Subtract line 6c from line 6b. Taxableamount - see instructions m m m m m m m m m m m m
e Undistributed income for 2014. Subtract line4a from line 2a. Taxable amount - seeinstructions m m m m m m m m m m m m m m m m m m
f Undistributed income for 2015. Subtract lines
4d and 5 from line 1. This amount must bedistributed in 2016 m m m m m m m m m m m m m m m
7 Amounts treated as distributions out of corpus
to satisfy requirements imposed by section
170(b)(1)(F) or 4942(g)(3) (Election may be
required - see instructions) m m m m m m m m m m m8 Excess distributions carryover from 2010 not
applied on line 5 or line 7 (see instructions) m m m9 Excess distributions carryover to 2016.
Subtract lines 7 and 8 from line 6a m m m m m m m10 Analysis of line 9:
a Excess from 2011 m m mb Excess from 2012 m m mc Excess from 2013 m m md Excess from 2014 m m me Excess from 2015 m m m
Form 990-PF (2015)
JSA
5E1480 1.000
23,830,880.
13 12 11
8,931,145.10,279,637.6,999,545.
15,562,295.17,158,457.
58,931,079.
50,559,567.
23,830,880.26,728,687.
85,659,766.
8,931,145.
76,728,621.
10,279,637.6,999,545.
15,562,295.17,158,457.26,728,687.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 11
Form 990-PF (2015) Page 10
Private Operating Foundations (see instructions and Part VII-A, question 9) Part XIV
1 a If the foundation has received a ruling or determination letter that it is a private operating
Ifoundation, and the ruling is effective for 2015, enter the date of the ruling m m m m m m m m m m m m m mb Check box to indicate whether the foundation is a private operating foundation described in section 4942(j)(3) or 4942(j)(5)
Tax year Prior 3 years2 a Enter the lesser of the ad-
justed net income from PartI or the minimum investmentreturn from Part X for eachyear listed
(e) Total(a) 2015 (b) 2014 (c) 2013 (d) 2012
m m m m m m m mb 85% of line 2a m m m m m mc Qualifying distributions from Part
XII, line 4 for each year listed md Amounts included in line 2c not
used directly for active conduct
of exempt activities m m m m me Qualifying distributions made
directly for active conduct of
exempt activities. Subtract line
2d from line 2c m m m m m m3 Complete 3a, b, or c for the
alternative test relied upon:
a "Assets" alternative test - enter:
(1) Value of all assets m m mValue of assets qualifying(2)under section
4942(j)(3)(B)(i) m m m m mb "Endowment" alternative test-
enter 2/3 of minimum invest-
ment return shown in Part X,
line 6 for each year listed m m mc "Support" alternative test - enter:
Total support other than
gross investment income
(interest, dividends, rents,
payments on securities
loans (section 512(a)(5)),
or royalties)
(1)
m m m m m m(2) Support from general
public and 5 or more
exempt organizations as provided in section 4942
(j)(3)(B)(iii) m m m m m mLargest amount of sup-
port from an exempt organization
(3)
m m m m m mGross investment income(4) m
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets atany time during the year - see instructions.)
Part XV
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 foundationbefore the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:2
ICheck here if the foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations underother conditions, complete items 2a, b, c, and d.
a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or otherfactors:
JSA Form 990-PF (2015)5E1490 1.000
NOT APPLICABLE
CHARLES G. KOCH
NONE
ATCH 18
ATCH 19
NONE
ATCH 20
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 12
Form 990-PF (2015) Page 11
Supplementary Information (continued) Part XV 3 Grants and Contributions Paid During the Year or Approved for Future Payment
If recipient is an individual,show any relationship toany foundation manageror substantial contributor
Foundationstatus ofrecipient
Recipient Purpose of grant orcontribution
AmountName and address (home or business)
a Paid during the year
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3a
b Approved for future payment
ITotal m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3b
Form 990-PF (2015)JSA5E1491 1.000
ATCH 21
44,132,322.
ATCH 22
483,800.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 13
Form 990-PF (2015) Page 12Analysis of Income-Producing Activities Part XVI-A
(e)Related or exemptfunction income
(See instructions.)
Unrelated business income Excluded by section 512, 513, or 514Enter gross amounts unless otherwise indicated.
(a)
Business code
(b)
Amount
(d)
Amount(c)
Exclusion code1 Program service revenue:
a
b
c
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments m m m m mm3 Interest on savings and temporary cash investments
4 Dividends and interest from securities m m m m5 Net rental income or (loss) from real estate:
a Debt-financed property m m m m m m m m m mm m m m m m m mb Not debt-financed property
6 Net rental income or (loss) from personal property m mm m m m m m m m m mOther investment income7
8 Gain or (loss) from sales of assets other than inventory
m m m9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory m m11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) m m m m13 Total. Add line 12, columns (b), (d), and (e) 13m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(See worksheet in line 13 instructions to verify calculations.)
Relationship of Activities to the Accomplishment of Exempt Purposes Part XVI-B
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the
accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions.)
Line No.
L
Form 990-PF (2015)JSA
5E1492 1.000
14 4,932,581.14 6,214,751. 38.
16 720.
18 -12,762,345.
ATCH 23 -1,460,074. 5,482,975. 132,743.
-1,460,074. 3,868,682. 132,781.2,541,389.
4 IRC SECTION 103 TAX-EXEMPT INTEREST.11B RETURN OF UNUSED GRANT FUNDS
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 14
Form 990-PF (2015) Page 13
Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations
Part XVII
1 Did the organization directly or indirectly engage in any of the following with any other organization described
in section 501(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 foundation to a noncharitable exempt organization of:
(1) Cash 1a(1)
1a(2)
1b(1)
1b(2)
1b(3)
1b(4)
1b(5)
1b(6)
1c
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(2) Other assets m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
b
c
d
Other transactions:
(1) Sales of assets to a noncharitable exempt organization m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(2) Purchases of assets from a noncharitable exempt organization m m m m m m m m m m m m m m m m m m m m m m m m m m m(3) Rental of facilities, equipment, or other assets m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(4) Reimbursement arrangements m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(5) Loans or loan guarantees m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m(6) Performance of services or membership or fundraising solicitations m m m m m m m m m m m m m m m m m m m m m m m mSharing of facilities, equipment, mailing lists, other assets, or paid employees m m m m m m m m m m m m m m m m m m m mIf the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market
value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line no. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? Yes Nom m m m m m m m m m m m mb If "Yes," complete the following schedule.
(a) Name of organization (b) Type of organization (c) Description of relationship
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Sign
Here
May the IRS discuss this return
with the preparer shown belowM MSignature of officer or trustee Date Title (see instructions)? Yes No
Print/Type preparer's name Preparer's signature Date PTINCheck
self-employed
ifPaid
Preparer
Use OnlyII
IFirm's name
Firm's address
Firm's EIN
Phone no.
Form 990-PF (2015)
JSA
5E1493 1.000
X X
X X X X X X X
N/A N/A
X
X
STEVEN L WEBB P00235405BKD, LLP 44-01602601551 N WATERFRONT PKWY, STE 300WICHITA, KS 67206-6601 316-265-2811
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 15
Form 8868 (Rev. 1-2014) Page 2
%%
IIf you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box m m m m m m m mNote. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.
If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).
Additional (Not Automatic) 3-Month Extension of Time. Only file the original (no copies needed). Part II Enter filer's identifying number, see instructions
Employer identification number (EIN) orName of exempt organization or other filer, see instructions.
Type orprint
Social security number (SSN)Number, street, and room or suite no. If a P.O. box, see instructions.File by thedue date forfiling yourreturn. Seeinstructions.
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
Enter the Return code for the return that this application is for (file a separate application for each return) m m m m m m m m m m m mApplication
Is For
Return
Code
Application
Is For
Return
Code
Form 990 or Form 990-EZ
Form 990-BL
Form 4720 (individual)
Form 990-PF
Form 990-T (sec. 401(a) or 408(a) trust)
Form 990-T (trust other than above)
01
02
03
04
05
06
Form 1041-A
Form 4720 (other than individual)
Form 5227
Form 6069
Form 8870
08
09
10
11
12
STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.
% IThe books are in the care of .
.I ITelephone No. Fax No..
%%
IIf the organization does not have an office or place of business in the United States, check this box
If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN)
m m m m m m m m m m m m m m m. If this is
I Ifor the whole group, check this box . If it is for part of the group, check this box and attach am m m m m m m m m m m m mlist with the names and EINs of all members the extension is for.
4
5
6
7
I request an additional 3-month extension of time until , 20 .
For calendar year , or other tax year beginning , 20 , and ending , 20 .
If the tax year entered in line 5 is for less than 12 months, check reason: Initial return Final return
Change in accounting period
State in detail why you need the extension
8a
b
c
If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions. 8a
8b
8c
$
$
$
If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made. Include any prior year overpayment allowed as a credit and any
amount paid previously with Form 8868.
Balance Due. Subtract line 8b from line 8a. Include your payment with this form, if required, by using EFTPS
(Electronic Federal Tax Payment System). See instructions.
Signature and Verification must be completed for Part II only.Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of myknowledge and belief, it is true, correct, and complete, and that I am authorized to prepare this form.
I I ISignature Title Date
Form 8868 (Rev. 1-2014)
JSA
5F8055 1.000
X
CHARLES KOCH FOUNDATION 48-0918408
P.O. BOX 2256
WICHITA, KS 67201-22560 4
DUSTIN PERRY 4111 E. 37TH ST. N. WICHITA, KS 67220703 875-1658
11/15 162015
ADDITIONAL TIME IS REQUIRED TO ACCUMULATE THEINFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN.
475,642.
475,642.
0.
16733H K932 8/2/2016 9:04:57 AM V 15-6.1F 85646 PAGE 1
FORM 990-PF - PART IVCAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
PDate Date soldorKind of Property Description
acquiredDGross sale Depreciation Excess of GainCost or FMV Adj. basisprice less allowed/ FMV over orother as of as of
expenses of sale basis 12/31/69 12/31/69 adj basis (loss)allowable
JSA5E1730 1.000
EFPRP INVESTMENTS - PASS-THRU ENTITY-12762345.
TOTAL GAIN(LOSS) ................................................ -12762345.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 16
OMB No. 1545-0047Schedule B
À¾µ¹Schedule of Contributors
(Form 990, 990-EZ,or 990-PF)Department of the TreasuryInternal Revenue Service
I Attach to Form 990, Form 990-EZ, or Form 990-PF.
I Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
Name of the organization Employer identification number
Organization type (check one):
Filers of:
Form 990 or 990-EZ
Section:
501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Form 990-PF
Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See
instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000
or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a
contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the
regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line
13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1)
$5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one
contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific,
literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one
contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such
contributions totaled more than $1,000. If this box is 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 organization because it received nonexclusively religious, charitable, etc., contributions
totaling $5,000 or more during the year I $m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mCaution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its
Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
JSA
5E1251 2.000
CHARLES KOCH FOUNDATION48-0918408
X
X
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 17
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)JSA
5E1253 2.000
CHARLES KOCH FOUNDATION48-0918408
1 KC 2009 FAMILY TRUST X
4111 E. 37TH STREET N. 10,000,000.
WICHITA, KS 67220
2 KE 2009 FAMILY TRUST X
4111 E. 37TH STREET N. 10,000,000.
WICHITA, KS 67220
3 CHARLES G. KOCH 1997 TRUST X
4111 E. 37TH STREET N. 50,000,000.
WICHITA, KS 67220
4 CHARLES G. KOCH X
4111 E. 37TH STREET N. 30,594.
WICHITA, KS 67220
5 GEORGE GIBBS III X
4111 E. 37TH STREET N. 300,000.
WICHITA, KS 67220
6 KC 2009 GIFT TRUST X
4111 E. 37TH STREET N. 14,000,000.
WICHITA, KS 67220
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 18
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II fornoncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)JSA
5E1253 2.000
CHARLES KOCH FOUNDATION48-0918408
7 KE 2009 GIFT TRUST X
4111 E. 37TH STREET N. 14,000,000.
WICHITA, KS 67220
8 DONALD SWORTWOOD X
4111 E. 37TH STREET N. 125,000.
WICHITA, KS 67220
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 19
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 3Name of organization Employer identification number
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. Part II
(a) No.fromPart I
(c)FMV (or estimate)
(see instructions)
(b)Description of noncash property given
(d)Date received
$
(a) No.fromPart I
(c)FMV (or estimate)
(see instructions)
(b)Description of noncash property given
(d)Date received
$
(a) No.fromPart I
(c)FMV (or estimate)
(see instructions)
(b)Description of noncash property given
(d)Date received
$
(a) No.fromPart I
(c)FMV (or estimate)
(see instructions)
(b)Description of noncash property given
(d)Date received
$
(a) No.fromPart I
(c)FMV (or estimate)
(see instructions)
(b)Description of noncash property given
(d)Date received
$
(a) No.fromPart I
(c)FMV (or estimate)
(see instructions)
(b)Description of noncash property given
(d)Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)JSA
5E1254 2.000
CHARLES KOCH FOUNDATION48-0918408
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 20
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 4Name of organization Employer identification number
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and
Part III
the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
I $contributions of $1,000 or less for the year. (Enter this information once. See instructions.)Use duplicate copies of Part III if additional space is needed.
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No.fromPart I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)JSA5E1255 3.000
CHARLES KOCH FOUNDATION48-0918408
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 21
ATTACHMENT 1
FORM 990PF, PART I - OTHER INCOME
REVENUEAND NET
EXPENSES INVESTMENTDESCRIPTION PER BOOKS INCOMEOTHER INCOME - EXPENSE REIMBURSEMENTS 23,911.OTHER INCOME - LAND RENT 720. 720.OTHER INCOME - CONSULTING SERVICES 2,850.OTHER INCOME - MISCELLANEOUS 861.OTHER INCOME - GRANT RECOVERIES 132,743.OTHER INCOME - EXCISE TAX RECOVERIES 154,646.OTHER INCOME - INVESTMENTS 1,665. 1,665.EFPRP INVESTMENTS - OTHER INCOME 5,299,042. 1,106,173.EFPRP INVESTMENTS - TAX EXEMPT INCOME 38.EFPRP INVESTMENTS - UNRELATED LOSS -1,460,074.
TOTALS 4,156,402. 1,108,558.
ATTACHMENT 116733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 22
ATTACHMENT 2
FORM 990PF, PART I - LEGAL FEES
REVENUEAND NET ADJUSTED
EXPENSES INVESTMENT NET CHARITABLEDESCRIPTION PER BOOKS INCOME INCOME PURPOSES
LEGAL FEES 7,269. 7,269.
TOTALS 7,269. 7,269.
ATTACHMENT 216733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 23
ATTACHMENT 3
FORM 990PF, PART I - ACCOUNTING FEES
REVENUEAND NET ADJUSTED
EXPENSES INVESTMENT NET CHARITABLEDESCRIPTION PER BOOKS INCOME INCOME PURPOSES
ACCOUNTING FEES 32,503. 10,036.
TOTALS 32,503. 10,036.
ATTACHMENT 316733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 24
ATTACHMENT 4
FORM 990PF, PART I - OTHER PROFESSIONAL FEES
REVENUEAND NET
EXPENSES INVESTMENT CHARITABLEDESCRIPTION PER BOOKS INCOME PURPOSES
PROFESSIONAL CONSULTING FEES 301,580. 231,912.WEBSITE FEES 550. 550.LAND MAINTENANCE FEES 1,048. 1,048.CORPORATE FILING FEES 1,245. 1,245.OTHER PROFESSIONAL FEES 305,107. 303,232.INVESTMENT MANAGEMENT FEES 739,360. 739,360.ON-LINE SERVICE FEES 12,197. 12,197.ADVERTISING FEES 6,510. 6,510.VIDEO PRODUCTION FEES 32,460. 28,761.SPEAKERS 27,708. 27,025.RECRUITING 15,665. 15,665.TRAINING 85,100. 85,100.TEMP HELP 952. 952.
TOTALS 1,529,482. 740,408. 713,149.
ATTACHMENT 416733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 25
ATTACHMENT 5
FORM 990PF, PART I - INTEREST EXPENSE
REVENUEAND NET
EXPENSES INVESTMENT CHARITABLEDESCRIPTION PER BOOKS INCOME PURPOSES
INTEREST 1,170. 1,170.EFPRP INVESTMENT INTEREST EXP 700,935. 700,935.
TOTALS 702,105. 700,935. 1,170.
ATTACHMENT 516733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 26
ATTACHMENT 6
FORM 990PF, PART I - TAXES
REVENUEAND NET
EXPENSES INVESTMENTDESCRIPTION PER BOOKS INCOME
VA BUSINESS PROPERTY TAX 540. 540.EFPRP INVESTMENT FOREIGN TAXES 41,036. 41,036.
TOTALS 41,576. 41,576.
ATTACHMENT 616733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 27
ATTACHMENT 7
FORM 990PF, PART I - OTHER EXPENSES
REVENUEAND NET
EXPENSES INVESTMENT CHARITABLEDESCRIPTION PER BOOKS INCOME PURPOSESINSURANCE 97,197. 97,197.POSTAGE & DELIVERY 9,745. 9,723.BANK FEES 7,532. 7,532.SUPPLIES 8,459. 8,457.TELEPHONE 18,876. 18,876.MEMBERSHIP & DUES 1,175. 975.AWARDS/INCENTIVES 4,703. 4,703.GIFTS 3,640. 3,640.LICENSE FEES 93. 93.INTERNET 1,845. 1,845.MISCELLANEOUS 173.UNREIMBURSED EXPENSES 9,226. 9,226.EFPRP NON INVEST EXPENSES 1,480,824. 9.EFPRP INVESTMENT EXPENSES 2,070,152. 2,070,152.LOSS ON DISPOSAL OF ASSETS 7,818.
TOTALS 3,721,458. 2,070,152. 162,276.
ATTACHMENT 716733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 28
INVESTMENTS - LAND, BUILDINGS, EQUIPMENT ATTACHMENT 8
FIXED ASSET DETAIL ACCUMULATED DEPRECIATION DETAIL
METHOD/ BEGINNING ENDING BEGINNING ENDING
ASSET DESCRIPTION CLASS BALANCE ADDITIONS DISPOSALS BALANCE BALANCE ADDITIONS DISPOSALS BALANCE
UNIMPROVED LAND L 2,455,694. 2,455,694.
TOTALS 2,455,694. 2,455,694.
ATTACHMENT 8
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 29
ATTACHMENT 9
FORM 990PF, PART II - OTHER INVESTMENTS
BEGINNING ENDING ENDINGDESCRIPTION BOOK VALUE BOOK VALUE FMV
ELLIOT INTERNATIONAL FUND 49,689,725. 49,689,725. 69,396,514.EFPRP 412,828,765. 443,321,109. 462,153,162.BAIH 60,000,000. 60,000,000. 60,000,000.
TOTALS 522,518,490. 553,010,834. 591,549,676.
ATTACHMENT 916733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 30
FORM 990PF, PART VII-A, LINE 10 - NEW SUBSTANTIAL CONTRIBUTORS ATTACHMENT 10
NAME AND ADDRESS
KC 2009 FAMILY TRUST4111 E. 37TH STREET N.WICHITA, KS 67220
KE 2009 FAMILY TRUST4111 E. 37TH STREET N.WICHITA, KS 67220
KC 2009 GIFT TRUST4111 E. 37TH STREET N.WICHITA, KS 67220
KE 2009 GIFT TRUST4111 E. 37TH STREET N.WICHITA, KS 67220
ATTACHMENT 1016733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 31
ATTACHMENT 11
FORM 990PF, PART VII-A, LINE 11A-TRANSFERS FROM CONTROLLED ENTITY STATEMENT
TOTAL AMOUNT 17,500,000.
CONTROLLED ENTITY'S NAME: EFPRP INVESTMENTS, LLCCONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET NORTHSECOND LINE ADDRESS: WICHITA, KS 67220EIN: 45-5579068TRANSFER AMOUNT: 17,500,000.EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY:
WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 32
ATTACHMENT 12
FORM 990PF, PART VII-A, LINE 11A-TRANSFERS TO CONTROLLED ENTITY STATEMENT
TOTAL AMOUNT 55,000,000.
CONTROLLED ENTITY'S NAME: EFPRP INVESTMENTS, LLCCONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET NORTHCITY, STATE & ZIP: WICHITA, KS 67220EIN: 45-5579068TRANSFER AMOUNT: 55,000,000.EXPLANATION OF TRANSFER TO CONTROLLED ENTITY:
CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 33
ATTACHMENT 13
FORM 990PF, PART VII-A -DISTRIBUTION TO A DONOR ADVISED FUND
THE FOUNDATION'S DISTRIBUTION TO A DONOR ADVISED FUND WAS TREATED ASA QUALIFYING DISTRIBUTION, AND THE DISTRIBUTION'S PURPOSE FULFILLS APURPOSE DESCRIBED IN IRC SECTION 170(C)(2)(B) AS A RESULT OF THEDISTRIBUTEE ORGANIZATION BEING AN ORGANIZATION DESCRIBED IN IRCSECTIONS 501(C)(3) AND 170(B)(1)(A)(VI).
ATTACHMENT 1316733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 34
ATTACHMENT 14
FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT
GRANTEE'S NAME: BASTIAT SOCIETYGRANTEE'S ADDRESS: 180 SPRING STREETCITY, STATE & ZIP: CHARLESTON, SC 29403GRANT DATE: 08/07/2015GRANT AMOUNT: 20,000.GRANT PURPOSE: MENTORSHIP PROGRAMAMOUNT EXPENDED: 16,000.ANY DIVERSION? NODATES OF REPORTS: 3/2/16 PARTIAL REPORT OF ALL EXPENDITURES TO DATEVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: ENCOUNTER FOR EDUCATION AND CULTURE, INCGRANTEE'S ADDRESS: 900 BROADWAY, SUITE 601CITY, STATE & ZIP: NEW YORK, NY 10003GRANT DATE: 02/24/2015GRANT AMOUNT: 75,000.GRANT PURPOSE: BOOK PROMOTIONS AND LAUNCHESAMOUNT EXPENDED: 75,000.ANY DIVERSION? NODATES OF REPORTS: 3/9/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: JOHN WILLIAM POPE CIVITAS INSTITUTE, INCGRANTEE'S ADDRESS: 100 S HARRINGTON STCITY, STATE & ZIP: RALEIGH, NC 27603GRANT DATE: 02/17/2015GRANT AMOUNT: 2,500.GRANT PURPOSE: EDUCATIONAL CONFERENCEAMOUNT EXPENDED: 2,500.ANY DIVERSION? NODATES OF REPORTS: 8/1/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: KING'S COLLEGE LONDONGRANTEE'S ADDRESS: STRANDCITY, STATE & ZIP: LONDONFOREIGN COUNTRY: UNITED KINGDOM WC2R 2LSGRANT DATE: 10/29/2014
CONT'D ON NEXT PAGE
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 35
ATTACHMENT 14 (CONT'D)
FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT
GRANT AMOUNT: 10,000.GRANT PURPOSE: EDUCATIONAL RESEARCHAMOUNT EXPENDED: 10,000.ANY DIVERSION? NODATES OF REPORTS: 11/19/15 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: LINCOLN NETWORKGRANTEE'S ADDRESS: 1742 BRADDOCK COURTCITY, STATE & ZIP: SAN JOSE, CA 95125GRANT DATE: 08/01/2015GRANT AMOUNT: 250,000.GRANT PURPOSE: GENERAL OPERATING SUPPORT - MAINTAIN OPERATIONS AND
CONTRACTOR WAGESAMOUNT EXPENDED: 250,000.ANY DIVERSION? NODATES OF REPORTS: 3/2/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: LUDWIG-MAXIMILIANS-UNIVERSITAT MUNCHENGRANTEE'S ADDRESS: MAXVORSTADT, PROFESSOR-HUBER-PLATZCITY, STATE & ZIP: 80539 MUNCHENFOREIGN COUNTRY: GERMANYGRANT DATE: 10/23/2015GRANT AMOUNT: 5,000.GRANT PURPOSE: GENERAL OPERATING SUPPORTAMOUNT EXPENDED: 5,000.ANY DIVERSION? NODATES OF REPORTS: 8/31/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: UNIVERSITY OF MANCHESTERGRANTEE'S ADDRESS: OXFORD ROADCITY, STATE & ZIP: MANCHESTERFOREIGN COUNTRY: UNITED KINGDOM M13 9PLGRANT DATE: 03/09/2015GRANT AMOUNT: 5,000.GRANT PURPOSE: EDUCATIONAL PURPOSES
CONT'D ON NEXT PAGE
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 36
ATTACHMENT 14 (CONT'D)
FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT
AMOUNT EXPENDED: 5,000.ANY DIVERSION? NODATES OF REPORTS: 8/26/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: JOHN WILLIAM POPE CENTER FOR HIGHER EDGRANTEE'S ADDRESS: 353 E. SIX FORKS ROAD, SUITE 200CITY, STATE & ZIP: RALEIGH, NC 27609GRANT DATE: 02/02/2014GRANT AMOUNT: 10,000.GRANT PURPOSE: EDUCATIONAL CONFERENCEAMOUNT EXPENDED: 10,000.ANY DIVERSION? NODATES OF REPORTS: 11/10/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: EMERGENT ORDER, LLCGRANTEE'S ADDRESS: 3820 SOUTH CONGRESS AVE, BLDG 2CITY, STATE & ZIP: AUSTIN, TX 78704GRANT DATE: 10/14/2014GRANT AMOUNT: 500,000.GRANT PURPOSE: MEDIA FELLOWSHIP PROGRAMAMOUNT EXPENDED: 500,000.ANY DIVERSION? NODATES OF REPORTS: 10/10/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: WALDEN UNIVERSITYGRANTEE'S ADDRESS: 100 S WASHINGTON AVE, 4900CITY, STATE & ZIP: MINNEAPOLIS, MN 55401GRANT DATE: 02/13/2015GRANT AMOUNT: 5,000.GRANT PURPOSE: DISSERTATION GRANTAMOUNT EXPENDED: 5,000.ANY DIVERSION? NODATES OF REPORTS: 11/10/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 37
ATTACHMENT 14 (CONT'D)
FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT
REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
GRANTEE'S NAME: LINCOLN NETWORKGRANTEE'S ADDRESS: 1742 BRADDOCK COURTCITY, STATE & ZIP: SAN JOSE, CA 95125GRANT DATE: 11/12/2014GRANT AMOUNT: 180,000.GRANT PURPOSE: EDUCATION AND NETWORKING EVENTAMOUNT EXPENDED: 180,000.ANY DIVERSION? NODATES OF REPORTS: 11/14/16 FULL AND COMPLETE REPORT OF ALL EXPENDITURESVERIFICATION DATE:RESULTS OF VERIFICATION:
THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OFTHE REPORTS WERE MADE.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 38
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 15
CONTRIBUTIONS EXPENSE ACCTTITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER
NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
CHARLES CHASE KOCH DIRECTOR 0. 0. 0.P.O. BOX 2256 .25WICHITA, KS 67201-2256
ELIZABETH B KOCH DIRECTOR 0. 0. 0.P.O. BOX 2256 .25WICHITA, KS 67201-2256
CHARLES G KOCH DIRECTOR/ CHAIRMAN 0. 0. 0.P.O. BOX 2256 .25WICHITA, KS 67201-2256
BRIAN MENKES SECRETARY 0. 0. 0.1.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
RICHARD H FINK DIRECTOR 0. 0. 0.1.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
DALE GIBBENS DIRECTOR 0. 0. 0.1.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
ATTACHMENT 1516733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 39
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 15 (CONT'D)
CONTRIBUTIONS EXPENSE ACCTTITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER
NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
DUSTIN PERRY TREASURER 0. 0. 0.P.O. BOX 2256 1.00WICHITA, KS 67201-2256
BRIAN HOOKS PRESIDENT / DIRECTOR 255,061. 14,875. 11,050.30.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
WILLIAM RUGER VICE PRESIDENT OF RESEARCH 0. 0. 0.1.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
KEVIN GENTRY VICE PRESIDENT 0. 0. 0.1.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
RYAN STOWERS VP HIGHER EDUCATION 238,108. 14,400. 15,042.50.001320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
GRAND TOTALS 493,169. 29,275. 26,092.
ATTACHMENT 1516733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 40
990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEESATTACHMENT 16
TITLE AND AVERAGE CONTRIBUTIONS EXPENSE ACCTHOURS PER WEEK TO EMPLOYEE AND OTHER
NAME AND ADDRESS DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
CHARLES RUGER DIRECTOR UNIV INVEST 162,823. 3,013. 2,799.1320 N. COURTHOUSE RD, 50.00SUITE 500ARLINGTON, VA 22201
DEBI GHATE DIRECTOR ACAD INVEST 151,864. 8,963. 5,050.1320 N. COURTHOUSE RD, 50.00SUITE 500ARLINGTON, VA 22201
BRENNAN BROWN ASSOC DIR UNIV INVES 144,433. 8,825. 15,042.1320 N COURTHOUSE RD, 50.00SUITE 500ARLINGTON, VA 22201
JOHN HARDIN DIR UNIV RELATIONS 138,580. 8,450. 15,042.1320 N. COURTHOUSE RD, 50.00SUITE 500ARLINGTON, VA 22201
BRETT HINKEY PGM OFF UNIV INVEST 137,605. 8,490. 15,042.1320 N. COURTHOUSE RD, 50.00SUITE 500ARLINGTON, VA 22201
TOTAL COMPENSATION 735,305. 37,741. 52,975.
ATTACHMENT 1616733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 41
990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS
ATTACHMENT 17
NAME AND ADDRESS TYPE OF SERVICE COMPENSATION
1888 MANAGEMENT LLC INVESTMENT MGMT SVCS 481,724.4111 E 37TH ST NWICHITA, KS 67220
PRAIRIE CAPITAL MANAGEMENT LLC INVESTMENT MGMT SVCS 84,527.4900 MAIN ST, STE 700KANSAS CITY, MO 64112
MEDIASPEAK STRATEGIES LLC COMMUNICATIONS&MKTG 202,500.1455 PENNSYLVANIA AVENUE NW, SUITE 800WASHINGTON, DC 20004
PRG WASHINGTON DC INC MULTIMEDIA PRODUCT 186,550.9590 LYNN BUFF COURT, SUITE 16LAUREL, MD 20723
BURSON-MARSTELLER LLC MEDIA SERVICES 105,104.230 PARK AVENUE SOUTHNEW YORK, NY 10003
TOTAL COMPENSATION 1,060,405.
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ATTACHMENT 18
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
CHARLES KOCH FOUNDATION1320 N. COURTHOUSE RD. SUITE 500ARLINGTON, VA 22201703-875-1658
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ATTACHMENT 19
990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS
ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THECRITERIA LISTED IN ATTACHMENT 20 SHOULD SUBMIT A SHORT LETTER (NO MORETHAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLYAND 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 STATEMENTSIF 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 FROMTHE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS ASECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITYUNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATIONKINDLY REQUESTS THAT NO MATERIALS BEYOND WHAT ARE DESCRIBED ABOVE BEINCLUDED.
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ATTACHMENT 20
990PF, PART XV - RESTRICTIONS OR LIMITATIONS ON AWARDS
THE CHARLES KOCH FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMSTHAT SUPPORT SOCIAL PROGRESS, WELL-BEING, AND LONG-TERM PROSPERITY.THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THATANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCETHE WELL-BEING OF SOCIETY. THE FOUNDATION GENERALLY SUPPORTS ONLYINTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIESAND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITEDSTATES. GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLYNOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BECONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUALGRANT PROGRAM. THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOROVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILARINSTITUTIONS. OVERHEAD INCLUDES, BUT IS NOT LIMITED TO,INSUFFICIENTLY SPECIFIED AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS(E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BEDEDICATED TO GRANT ADMINISTRATION.)
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
1889 INSTITUTE NONE 214,000.GENERAL OPERATING SUPPORT
1401 N. LINCOLN BLVD. PC
SUITE 350
OKLAHOMA CITY, OK 73104
ACTON INSTITUTE NONE 150,000.GENERAL OPERATING SUPPORT
98 E. FULTON STREET PC
GRAND RAPIDS, MI 49503
ADVANCE ARKANSAS INSTITUTE NONE 22,000.GENERAL OPERATING SUPPORT
55 FONTENAY CIRCLE PC
LITTLE ROCK, AR 72223
AGORA INSTITUTE FOR CIVIC VIRTUE & THE COMMON GOOD NONE 17,200.GENERAL OPERATING SUPPORT
FOWLER HALL PC
1300 EAGLE ROAD
SAINT DAVIDS, PA 19087
AMERICAN COUNCIL FOR CAPITAL FORMATION CENTER FOR NONE 50,000.GENERAL OPERATING SUPPORT
1001 CONNECTICUT AVENUE NW PC
SUITE 620
WASHINGTON, DC 20036
AMERICAN ENTERPRISE INSTITUTE NONE 10,000.GENERAL OPERATING SUPPORT
1150 17TH STREET, N.W. PC
WASHINGTON, DC 20036
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
AMERICAN FOREIGN POLICY COUNCIL NONE 40,000.GENERAL OPERATING SUPPORT
509 C STREET NE PC
WASHINGTON, DC 20002
AMERICAN IDEAS INSTITUTE NONE 95,000.GENERAL OPERATING SUPPORT
910 17TH STREET, NW PC
SUITE 410
WASHINGTON, DC 20006-2626
AMERICAN LEGISLATIVE EXCHANGE COUNCIL NONE 350,000.GENERAL OPERATING SUPPORT
2900 CRYSTAL DRIVE PC
6TH FLOOR
ARLINGTON, VA 22202
AMERICAN UNIVERSITY NONE 15,500.GENERAL OPERATING SUPPORT
4400 MASSACHUSETTS AVE NW PC
WASHINGTON, DC 20016
AMERICAS FUTURE FOUNDATION NONE 5,000.GENERAL OPERATING SUPPORT
1513 16TH ST NW PC
WASHINGTON, DC 20036
ANDREW COLLEGE NONE 3,300.GENERAL OPERATING SUPPORT
501 COLLEGE ST PC
CUTHBERT, GA 39840
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
APPALACHIAN STATE UNIVERSITY NONE 2,000.GENERAL OPERATING SUPPORT
287 RIVERS ST PC
BOONE, NC 28608
ARIZONA STATE UNIVERSITY FOUNDATION NONE 917,227.GENERAL OPERATING SUPPORT
P.O. BOX 2260 PC
TEMPE, AZ 85280-2260
ASSOCIATION OF PRIVATE ENTERPRISE EDUCATION NONE 50,000.GENERAL OPERATING SUPPORT
313 FLETCHER HALL, DEPT. 6106 PC
615 MCCALLIE AVE.
CHATTANOOGA, TN 37403-2598
ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY NONE 25,000.GENERAL OPERATING SUPPORT
300 E. UNIVERSITY DRIVE PC
TEMPE, AZ 85281-2033
ATLAS ECONOMIC RESEARCH FOUNDATION NONE 30,000.GENERAL OPERATING SUPPORT
1201 L STREET NW PC
WASHINGTON, DC 20005
AUSTIN INSTITUTE FOR THE STUDY OF FAMILY AND CULTU NONE 40,000.GENERAL OPERATING SUPPORT
1611 WEST AVE PC
AUSTIN, TX 78701
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
AZUSA PACIFIC UNIVERSITY NONE 18,000.GENERAL OPERATING SUPPORT
901 E ALOSTA AVE PC
AZUSA, CA 91702
BALDWIN-WALLACE UNIVERSITY NONE 4,500.GENERAL OPERATING SUPPORT
275 EASTLAND RD PC
BEREA, OH 44017
BALL STATE UNIVERSITY NONE 20,000.GENERAL OPERATING SUPPORT
2000 W UNIVERSITY AVE PC
MUNCIE, IN 47306
BARTON COLLEGE NONE 7,000.GENERAL OPERATING SUPPORT
200 ATLANTIC CHRISTIAN COL DR NE PC
WILSON, NC 27893
BASTIAT SOCIETY NONE 20,000.GENERAL OPERATING SUPPORT
180 SPRING STREET PF
CHARLESTON, SC 29403
BAYLOR UNIVERSITY NONE 253,500.GENERAL OPERATING SUPPORT
1301 S UNIVERSITY PARKS DR PC
WACO, TX 76798
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
BELOIT COLLEGE NONE 7,000.GENERAL OPERATING SUPPORT
700 COLLEGE ST PC
BELOIT, WI 53511
BERRY COLLEGE NONE 8,600.GENERAL OPERATING SUPPORT
2277 MARTHA BERRY HIGHWAY NW PC
MT BERRY, GA 30149
BETHEL COLLEGE NONE 8,500.GENERAL OPERATING SUPPORT
300 27TH ST PC
NORTH NEWTON, KS 67117
BILL OF RIGHTS INSTITUTE NONE 805,000.GENERAL OPERATING SUPPORT
200 NORTH GLEBE ROAD PC
SUITE 200
ARLINGTON, VA 22203
BIOLA UNIVERSITY NONE 36,760.GENERAL OPERATING SUPPORT
13800 BIOLA AVE PC
LA MIRADA, CA 90639
BOISE STATE UNIVERSITY FOUNDATION NONE 9,000.GENERAL OPERATING SUPPORT
2225 UNIVERSITY DRIVE PC
BOISE, ID 83706
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
BOSTON COLLEGE NONE 5,000.GENERAL OPERATING SUPPORT
140 COMMONWEALTH AVENUE PC
CHESTNUT HILL, MA 02467
BOWLING GREEN STATE UNIVERSITY FOUNDATION NONE 11,000.GENERAL OPERATING SUPPORT
333 SHANZEL HALL PC
BOWLING GREEN, OH 43403
BRIGHAM YOUNG UNIVERSITY NONE 2,000.GENERAL OPERATING SUPPORT
BRIGHAM YOUNG UNIVERSITY PC
PROVO, UT 84602
BROOKFIELD ACADEMY NONE 8,000.GENERAL OPERATING SUPPORT
3462 N BROOKFIELD RD PC
BROOKFIELD, WI 53045
BROOKINGS INSTITUTION NONE 280,000.GENERAL OPERATING SUPPORT
1775 MASSACHUSETTS AVE, NW PC
WASHINGTON, DC 20036
BROWN UNIVERSITY NONE 377,674.GENERAL OPERATING SUPPORT
PO BOX 1893 PC
PROVIDENCE, RI 02918
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
BRYAN COLLEGE NONE 4,800.GENERAL OPERATING SUPPORT
721 BRYAN DR PC
DAYTON, TN 37321
CALIFORNIA STATE UNIVERSITY - CHICO NONE 2,832.GENERAL OPERATING SUPPORT
400 W 1ST ST PC
CHICO, CA 95929
CALIFORNIA STATE UNIVERSITY - FRESNO FOUNDATION NONE 15,000.GENERAL OPERATING SUPPORT
4910 N. CHESTNUT PC
FRESNO, CA 93726-1852
CALVIN COOLIDGE PRESIDENTIAL FOUNDATION NONE 40,000.GENERAL OPERATING SUPPORT
CALVIN COOLIDGE PRESIDENTIAL FOUNDATION, INC PC
P.O. BOX 97
PLYMOUTH, VT 05056
CARROLL COLLEGE NONE 9,600.GENERAL OPERATING SUPPORT
1601 N BENTON AVE PC
HELENA, MT 59625
CARSON SCHOLARS FUND NONE 25,000.GENERAL OPERATING SUPPORT
305 W. CHESAPEAKE AVENUE PC
SUITE 310
TOWSON, MD 21204
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
CATHOLIC UNIVERSITY OF AMERICA NONE 212,500.GENERAL OPERATING SUPPORT
620 MICHIGAN AVE NE PC
WASHINGTON, DC 20064
CATO INSTITUTE NONE 2,170,000.GENERAL OPERATING SUPPORT
1000 MASSACHUSETTS AVE, NW PC
WASHINGTON, DC 20001-5403
CEDARVILLE UNIVERSITY NONE 23,500.GENERAL OPERATING SUPPORT
251 N MAIN ST PC
CEDARVILLE, OH 45314
CENTER FOR ENVIRONMENTAL SCIENCE ACCURACY AND RELI NONE 25,000.GENERAL OPERATING SUPPORT
49197?ROAD 426 PC
SUITE C
OAKHURST, CA 93644
CENTER FOR NEIGHBORHOOD ENTERPRISE NONE 3,040.GENERAL OPERATING SUPPORT
1625 K ST NW PC
#1200
WASHINGTON, DC 20006
CENTER FOR THE NATIONAL INTEREST NONE 50,000.GENERAL OPERATING SUPPORT
1025 CONNECTICUT AVENUE NW PC
SUITE 1200
WASHINGTON, DC 20036
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
CENTER FOR THE STUDY OF GOVERNMENT AND THE I NONE 12,500.GENERAL OPERATING SUPPORT
1420 AUSTIN BLUFFS PARKWAY PC
COLORADO SPRINGS, CO 80918
CENTRAL CAROLINA COMMUNITY COLLEGE FOUNDATION NONE 5,000.GENERAL OPERATING SUPPORT
1105 KELLY DR PC
SANFORD, NC 27330
CHAPMAN UNIVERSITY NONE 45,000.GENERAL OPERATING SUPPORT
1 UNIVERSITY DR PC
ORANGE, CA 92866
CHARLESTON SOUTHERN UNIVERSITY NONE 9,800.GENERAL OPERATING SUPPORT
9200 UNIVERSITY BLVD PC
NORTH CHARLESTON, SC 29406
CHESTNUT HILL COLLEGE NONE 3,500.GENERAL OPERATING SUPPORT
9601 GERMANTOWN AVE PC
PHILADELPHIA, PA 19118
CHRISTOPHER NEWPORT UNIVERSITY NONE 22,000.GENERAL OPERATING SUPPORT
1 AVENUE OF THE ARTS PC
NEWPORT NEWS, VA 23606
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
CLAREMONT GRADUATE UNIVERSITY NONE 75,000.GENERAL OPERATING SUPPORT
150 E 10TH ST PC
CLAREMONT, CA 91711
CLAREMONT MCKENNA COLLEGE NONE 27,000.GENERAL OPERATING SUPPORT
888 COLUMBIA AVE PC
CLAREMONT, CA 91711
CLEMSON UNIVERSITY NONE 234,940.GENERAL OPERATING SUPPORT
201 SIKES HALL PC
CLEMSON, SC 29634
COLLEGE OF CHARLESTON FOUNDATION NONE 8,000.GENERAL OPERATING SUPPORT
66 GEORGE ST. PC
CHARLESTON, SC 29424
COLLEGE OF SAINT ROSE NONE 3,150.GENERAL OPERATING SUPPORT
432 WESTERN AVE PC
ALBANY, NY 12203
COLLEGE OF THE SEQUOIAS FOUNDATION NONE 6,000.GENERAL OPERATING SUPPORT
915 S. MOONEY BLVD. PC
VISALIA, CA 93277-2214
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
COLUMBIA UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
116TH ST & BROADWAY PC
NEW YORK, NY 10027
COMPETITIVE ENTERPRISE INSTITUTE NONE 10,000.GENERAL OPERATING SUPPORT
1899 L ST NW PC
12TH FLOOR
WASHINGTON, DC 20036
CONCORDIA UNIVERSITY WISCONSIN NONE 7,000.GENERAL OPERATING SUPPORT
12800 N LAKE SHORE DR PC
MEQUON, WI 53097
CORBAN UNIVERSITY NONE 8,000.GENERAL OPERATING SUPPORT
5000 DEER PARK DR SE PC
SALEM, OR 97317
CORNELL LAW SCHOOL NONE 8,000.GENERAL OPERATING SUPPORT
MYRON TAYLOR HALL PC
ITHACA, NY 14853-4901
CORNELL UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
DAY HALL LOBBY PC
CORNELL UNIVERSITY
ITHACA, NY 14853
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
CREIGHTON UNIVERSITY NONE 294,000.GENERAL OPERATING SUPPORT
2500 CALIFORNIA PLAZA PC
OMAHA, NE 68102
CTC FOUNDATION NONE 50,000.GENERAL OPERATING SUPPORT
1225 SOUTH CLARK STREET SO I
SUITE 500
ARLINGTON, VA 22202-4376
DAILY CALLER NEWS FOUNDATION NONE 590,000.GENERAL OPERATING SUPPORT
1050 17TH ST. NW PC
SUITE 900
WASHINGTON, DC 20036
DARTMOUTH COLLEGE NONE 2,000.GENERAL OPERATING SUPPORT
DARTMOUTH COLLEGE PC
HANOVER, NH 03755
DONORS TRUST NONE 115,000.GENERAL OPERATING SUPPORT
1800 DIAGONAL STREET PC
SUITE 280
ALEXANDRIA, VA 22314
EAST CAROLINA UNIVERSITY NONE 11,113.GENERAL OPERATING SUPPORT
1001 E 5TH ST PC
GREENVILLE, NC 27858
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
EASTERN FLORIDA STATE COLLEGE NONE 12,000.GENERAL OPERATING SUPPORT
3865 N WICKHAM RD PC
MELBOURNE, FL 32935
EMORY UNIVERSITY NONE 11,000.GENERAL OPERATING SUPPORT
201 DOWMAN DR PC
ATLANTA, GA 30322
ENCOUNTER FOR EDUCATION AND CULTURE, INC. NONE 75,000.GENERAL OPERATING SUPPORT
900 BROADWAY PF
SUITE 601
NEW YORK, NY 10003
ENERGY INNOVATION REFORM PROJECT NONE 50,000.GENERAL OPERATING SUPPORT
2433 N KENMORE STREET PC
ARLINGTON, VA 22207
FEDERALIST SOCIETY NONE 365,000.GENERAL OPERATING SUPPORT
1776 I STREET, NW PC
SUITE 300
WASHINGTON, DC 20006
FLEX YOUR RIGHTS FOUNDATION NONE 10,000.GENERAL OPERATING SUPPORT
8730 GEORGIA AVE. PC
STE. 300
SILVER SPRING, MD 20910
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
FLORIDA ATLANTIC UNIVERSITY FOUNDATION NONE 8,000.GENERAL OPERATING SUPPORT
777 GLADES ROAD PC
AD 295
BOCA RATON, FL 33431
FLORIDA GULF COAST UNIVERSITY NONE 27,900.GENERAL OPERATING SUPPORT
10501 FGCU BLVD S PC
FORT MYERS, FL 33965
FLORIDA STATE UNIVERSITY NONE 4,500.GENERAL OPERATING SUPPORT
600 W COLLEGE AVE PC
TALLAHASSEE, FL 32306
FLORIDA STATE UNIVERSITY FOUNDATION NONE 42,000.GENERAL OPERATING SUPPORT
2010 LEVY AVE PC
#300
TALLAHASSEE, FL 32310
FOUNDATION FOR CONSTITUTIONAL GOVERNMENT NONE 75,000.GENERAL OPERATING SUPPORT
350 WEST 42ND STREET PC
SUITE 37C
NEW YORK, NY 10036
FOUNDATION FOR FREE ENTERPRISE NONE 5,000.GENERAL OPERATING SUPPORT
61 SOUTH PARAMUS RD. PC
PARAMUS, NJ 07652
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
FOUNDATION FOR I RIGHTS IN EDUCATION NONE 370,000.GENERAL OPERATING SUPPORT
510 WALNUT ST. PC
SUITE 1250
PHILADELPHIA, PA 19106
FRASIER INSTITUTE NONE 26,000.GENERAL OPERATING SUPPORT
1770 BURRARD ST. FLOOR 4 PC
VANCOUVER
CANADA V6J
FREEDOM TRUST NONE 25,000.GENERAL OPERATING SUPPORT
130 GREEN LANE PC
GREENSBURG, PA 15601
FRONTIERS OF FREEDOM INSTITUTE NONE 85,000.GENERAL OPERATING SUPPORT
4094 MAJESTIC BLVD. PC
#380
FAIRFAX, VA 22033
FUTURE OF FREEDOM FOUNDATION NONE 10,000.GENERAL OPERATING SUPPORT
11350 RANDOM HILLS ROAD PC
SUITE 800
FAIRFAX, VA 22030
GANNON UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
109 UNIVERSITY SQUARE PC
ERIE, PA 16501
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
GEORGE C. MARSHALL INSTITUTE NONE 125,000.GENERAL OPERATING SUPPORT
1601 N KENT ST PC
#802
ARLINGTON, VA 22209
GEORGE FOX UNIVERSITY NONE 11,300.GENERAL OPERATING SUPPORT
414 N MERIDIAN ST PC
NEWBERG, OR 97132
GEORGE MASON UNIVERSITY FOUNDATION NONE 13,269,401.GENERAL OPERATING SUPPORT
4400 UNIVERSITY DRIVE PC
FAIRFAX, VA 22030
GEORGE WASHINGTON UNIVERSITY NONE 417,335.GENERAL OPERATING SUPPORT
2121 I ST NW PC
WASHINGTON, DC 20052
GEORGETOWN UNIVERSITY NONE 657,000.GENERAL OPERATING SUPPORT
3700 O ST NW PC
WASHINGTON, DC 20057
GEORGIA COLLEGE AND STATE UNIVERSITY NONE 10,000.GENERAL OPERATING SUPPORT
231 W HANCOCK ST PC
MILLEDGEVILLE, GA 31061
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
GEORGIA GWINNETT COLLEGE FOUNDATION NONE 12,000.GENERAL OPERATING SUPPORT
1000 UNIVERSITY CENTER LANE PC
BUILDING B, SUITE 2000
LAWRENCEVILLE, GA 30043
GEORGIA JUSTICE PROJECT NONE 10,000.GENERAL OPERATING SUPPORT
438 EDGEWOOD AVE SE PC
ATLANTA, GA 30312
GEORGIA PUBLIC POLICY FOUNDATION NONE 4,000.GENERAL OPERATING SUPPORT
3200 COBB GALLERIA PKWY PC
#214
ATLANTA, GA 30339
GEORGIA STATE UNIVERSITY FOUNDATION NONE 50,800.GENERAL OPERATING SUPPORT
P. O. BOX 2668 PC
ATLANTA, GA 30301-2668
GLOUCESTER INSTITUTE NONE 10,000.GENERAL OPERATING SUPPORT
6496 ALLMONDSVILLE RD PC
GLOUCESTER, VA 23061
GREEN FOR ALL NONE 5,000.GENERAL OPERATING SUPPORT
1611 TELEGRAPH AVENUE PC
SUITE 600
OAKLAND, CA 94612
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
GREENLEE SCHOOL OF JOURNALISM & COMMUNICATION NONE 5,500.GENERAL OPERATING SUPPORT
101 HAMILTON HALL PC
AMES, IA 50011
GROVE CITY COLLEGE NONE 48,075.GENERAL OPERATING SUPPORT
100 CAMPUS DR PC
GROVE CITY, PA 16127
GUSTAVUS ADOLPHUS COLLEGE NONE 6,000.GENERAL OPERATING SUPPORT
800 W COLLEGE AVE PC
ST PETER, MN 56082
HAMPDEN-SYDNEY COLLEGE NONE 30,000.GENERAL OPERATING SUPPORT
1 COLLEGE RD PC
FARMVILLE, VA 23943
HARVARD UNIVERSITY NONE 115,000.GENERAL OPERATING SUPPORT
MASSACHUSETTS HALL PC
CAMBRIDGE, MA 02138
HIGH POINT UNIVERSITY NONE 3,300.GENERAL OPERATING SUPPORT
1 UNIVERSITY PARKWAY PC
HIGH POINT, NC 27268
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
HILLSDALE COLLEGE NONE 39,140.GENERAL OPERATING SUPPORT
33 E COLLEGE ST PC
HILLSDALE, MI 49242
HOLLINS UNIVERSITY NONE 2,100.GENERAL OPERATING SUPPORT
7916 WILLIAMSON RD PC
ROANOKE, VA 24019
HOLY SPIRIT INTERNATIONAL NONE 15,000.GENERAL OPERATING SUPPORT
840 E KAIBAB TRAIL DRIVE PC
MERIDIAN, ID 83646
HOPE COLLEGE NONE 31,500.GENERAL OPERATING SUPPORT
141 E 12TH ST PC
HOLLAND, MI 49423
HOUGHTON COLLEGE NONE 19,000.GENERAL OPERATING SUPPORT
1 WILLARD AVE PC
HOUGHTON, NY 14744
HOUSTON BAPTIST UNIVERSITY NONE 7,500.GENERAL OPERATING SUPPORT
7502 FONDREN RD PC
HOUSTON, TX 77074
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
ILLINOIS STATE UNIVERSITY NONE 45,000.GENERAL OPERATING SUPPORT
100 N UNIVERSITY ST PC
NORMAL, IL 61761
INDIANA UNIVERSITY NONE 215,000.GENERAL OPERATING SUPPORT
107 S INDIANA AVE PC
BLOOMINGTON, IN 47405
INDIANA UNIVERSITY FOUNDATION NONE 16,000.GENERAL OPERATING SUPPORT
1500 N. STATE ROAD 46 BYPASS PC
BLOOMINGTON, IN 47408
INSTITUTE FOR FAITH, WORK, AND ECONOMICS NONE 52,500.GENERAL OPERATING SUPPORT
8400 WESTPARK DR PC
#100
MCLEAN, VA 22102
INSTITUTE FOR HUMANE STUDIES NONE 4,428,000.GENERAL OPERATING SUPPORT
3434 WASHINGTON BLVD. PC
MS 1C5
ARLINGTON, VA 22201
INSTITUTE FOR RESPONSIBLE CITIZENSHIP NONE 20,000.GENERAL OPERATING SUPPORT
1227 25TH ST NW PC
#600
WASHINGTON, DC 20037
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
INTERNATIONAL SOCIETY FOR I LIBERTY NONE 9,000.GENERAL OPERATING SUPPORT
237 KEARNY ST. PC
#120
SAN FRANCISCO, CA 94108-5174
IOWA STATE UNIVERSITY NONE 1,652.GENERAL OPERATING SUPPORT
2229 LINCOLN WAY PC
AMES, IA 50014-7164
JACKSONVILLE STATE UNIVERSITY FOUNDATION NONE 9,000.GENERAL OPERATING SUPPORT
ROCK HOUSE PC
700 PELHAM ROAD NORTH
JACKSONVILLE, AL 36265
JACKSONVILLE UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
2800 UNIVERSITY BLVD N PC
JACKSONVILLE, FL 32211
JAMES MADISON INSTITUTE NONE 65,000.GENERAL OPERATING SUPPORT
100 N DUVAL ST PC
TALLAHASSEE, FL 32301
JAMES SPRUNT COMMUNITY COLLEGE NONE 18,000.GENERAL OPERATING SUPPORT
133 JAMES SPRUNT DR PC
KENANSVILLE, NC 28349
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
JAMES WILSON INSTITUTE NONE 10,000.GENERAL OPERATING SUPPORT
1730 RHODE ISLAND AVE. NW. PC
SUITE 212
WASHINGTON, DC 20036
JOHN WILLIAM POPE CIVITAS INSTITUTE, INC. NONE 2,500.GENERAL OPERATING SUPPORT
100 S HARRINGTON ST. PF
RALEIGH, NC 27603
JOHNS HOPKINS UNIVERSITY NONE 10,000.GENERAL OPERATING SUPPORT
3400 N. CHARLES STREET PC
BALTIMORE, MD 21218
JOHNSON AND WALES UNIVERSITY - CHARLOTTE NONE 170,000.GENERAL OPERATING SUPPORT
801 W TRADE ST PC
CHARLOTTE, NC 28202
JUDSON UNIVERSITY NONE 8,500.GENERAL OPERATING SUPPORT
1151 N STATE ST PC
ELGIN, IL 60123
KENNESAW STATE UNIVERSITY FOUNDATION, INC. NONE 18,000.GENERAL OPERATING SUPPORT
3391 TOWN POINT DRIVE PC
SUITE 4530/MAIL DROP 9101
KENNESAW, GA 30144
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
KENYON COLLEGE NONE 15,500.GENERAL OPERATING SUPPORT
103 COLLEGE RD PC
GAMBIER, OH 43022
KING'S COLLEGE LONDON NONE 10,000.GENERAL OPERATING SUPPORT
STRAND NC
LONDON
UNITED KINGDOM WC2R 2LS
LA SIERRA UNIVERSITY NONE 15,000.GENERAL OPERATING SUPPORT
4500 RIVERWALK PKWY PC
RIVERSIDE, CA 92505
LAKE FOREST COLLEGE NONE 10,000.GENERAL OPERATING SUPPORT
555 N SHERIDAN RD PC
LAKE FOREST, IL 60045
LAKELAND COLLEGE NONE 3,000.GENERAL OPERATING SUPPORT
W3718 SOUTH DR PC
PLYMOUTH, WI 53073
LEADERSHIP PROGRAM OF THE ROCKIES NONE 1,500.GENERAL OPERATING SUPPORT
1777 S HARRISON ST PC
#807
DENVER, CO 80210
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
LEE UNIVERSITY NONE 7,500.GENERAL OPERATING SUPPORT
1120 N OCOEE ST PC
CLEVELAND, TN 37311
LINCOLN NETWORK NONE 250,000.GENERAL OPERATING SUPPORT
1742 BRADDOCK COURT NC
SAN JOSE, CA 95125
LONG ISLAND UNIVERSITY NONE 18,000.GENERAL OPERATING SUPPORT
720 NORTHERN BLVD PC
BROOKVILLE, NY 11548
LOYOLA UNIVERSITY - NEW ORLEANS NONE 24,000.GENERAL OPERATING SUPPORT
6363 ST CHARLES AVE PC
NEW ORLEANS, LA 70118
LSU FOUNDATION NONE 12,000.GENERAL OPERATING SUPPORT
3838 W LAKESHORE DR PC
BATON ROUGE, LA 70808
LUDWIG-MAXIMILIANS-UNIVERSITAT MUNCHEN NONE 5,000.GENERAL OPERATING SUPPORT
MAXVORSTADT, PROFESSOR-HUBER-PLATZ NC
8059 MUNCHEN
GERMANY
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
MALONE UNIVERSITY NONE 10,480.GENERAL OPERATING SUPPORT
2600 CLEVELAND AVE NW PC
CANTON, OH 44709
MANHATTAN INSTITUTE FOR POLICY RESEARCH, INC. NONE 35,000.GENERAL OPERATING SUPPORT
52 VANDERBILT AVE PC
#201
NEW YORK, NY 10017
MANHATTANVILLE COLLEGE NONE 12,000.GENERAL OPERATING SUPPORT
2900 PURCHASE ST PC
PURCHASE, NY 10577
MASSACHUSETTS INSTITUTE OF TECHNOLOGY NONE 11,000.GENERAL OPERATING SUPPORT
77 MASSACHUSETTS AVE PC
CAMBRIDGE, MA 02139
MCGILL UNIVERSITY NONE 126,400.GENERAL OPERATING SUPPORT
845 RUE SHERBROOKE O PC
MONTREAL
CANADA QCH3AOG4
MCKENDREE UNIVERSITY NONE 8,000.GENERAL OPERATING SUPPORT
701 COLLEGE RD PC
LEBANON, IL 62254
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
MERCER UNIVERSITY NONE 3,024.GENERAL OPERATING SUPPORT
1501 MERCER UNIVERSITY DR PC
MACON, GA 31207
METHODIST UNIVERSITY NONE 10,000.GENERAL OPERATING SUPPORT
5400 RAMSEY ST PC
FAYETTEVILLE, NC 28311
METROPOLITAN STATE UNIVERSITY DENVER FOUNDATION NONE 20,000.GENERAL OPERATING SUPPORT
STUDENT SUCCESS BUILDING PC
890 AURARIA PKWY #410
DENVER, CO 80204
MICHIGAN STATE UNIVERSITY NONE 24,000.GENERAL OPERATING SUPPORT
220 TROWBRIDGE RD PC
EAST LANSING, MI 48824
MIDDLE TENNESSEE STATE UNIVERSITY FOUNDATION NONE 9,000.GENERAL OPERATING SUPPORT
BOX 109 PC
WOOD STEGALL CENTER MIDDLE TENNESSEE STATE UNIVERS
MURFREESBORO, TN 37132
MILLIKIN UNIVERSITY NONE 13,000.GENERAL OPERATING SUPPORT
1184 W MAIN ST PC
DECATUR, IL 62522
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
MISSISSIPPI INDUSTRIAL HERITAGE MUSEUM NONE 12,000.GENERAL OPERATING SUPPORT
402 19TH AVE PC
MERIDIAN, MS 39301
MISSISSIPPI STATE UNIVERSITY NONE 177,335.GENERAL OPERATING SUPPORT
75 B. S. HOOD RD PC
MISSISSIPPI STATE UNIV, MS 39762
MOUNT HOLYOKE COLLEGE NONE 6,055.GENERAL OPERATING SUPPORT
50 COLLEGE ST PC
SOUTH HADLEY, MA 01075
MOUNTAIN STATES LEGAL FOUNDATION NONE 25,000.GENERAL OPERATING SUPPORT
2596 SOUTH LEWIS WAY PC
LAKEWOOD, CO 80227
MURRAY STATE UNIVERSITY NONE 12,000.GENERAL OPERATING SUPPORT
102 CURRIS CENTER PC
MURRAY, KY 42071
NATIONAL ASSOCIATION OF SCHOLARS NONE 60,000.GENERAL OPERATING SUPPORT
8 W 38TH ST PC
SUITE 503
NEW YORK, NY 10018
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
NETWORK OF ENLIGHTENED WOMEN NONE 14,000.GENERAL OPERATING SUPPORT
ATTN: KARIN AGNESS PC
1513 16TH STREET, NW
WASHINGTON, DC 20036
NEW YORK UNIVERSITY NONE 95,000.GENERAL OPERATING SUPPORT
70 WASHINGTON SQUARE SOUTH PC
NEW YORK, NY 10012
NORTH CAROLINA COUNCIL ON ECONOMIC EDUCATION NONE 8,600.GENERAL OPERATING SUPPORT
809 SPRING FOREST RD PC
#900
RALEIGH, NC 27609
NORTH CAROLINA STATE UNIVERSITY NONE 13,031.GENERAL OPERATING SUPPORT
4102 NELSON HALL PC
2801 FOUNDERS DRIVE
RALEIGH, NC 27695-7229
NORTH PARK UNIVERSITY NONE 20,000.GENERAL OPERATING SUPPORT
3225 W FOSTER AVE PC
CHICAGO, IL 60625
NORTHERN ILLINOIS UNIVERSITY NONE 25,000.GENERAL OPERATING SUPPORT
231 N ANNIE GLIDDEN RD PC
DEKALB, IL 60115
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
NORTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION NONE 10,000.GENERAL OPERATING SUPPORT
709 OKLAHOMA BLVD PC
ALVA, OK 73717
NOTRE DAME COLLEGE NONE 23,000.GENERAL OPERATING SUPPORT
4545 COLLEGE RD PC
SOUTH EUCLID, OH 44121
OGLETHORPE UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
4484 PEACHTREE RD PC
ATLANTA, GA 30319
OHIO CHRISTIAN UNIVERSITY NONE 6,000.GENERAL OPERATING SUPPORT
1476 LANCASTER PIKE PC
CIRCLEVILLE, OH 43113
OHIO UNIVERSITY FOUNDATION NONE 60,000.GENERAL OPERATING SUPPORT
104 MCGUFFEY HALL PC
ATHENS, OH 45701
OKLAHOMA COUNCIL OF PUBLIC AFFAIRS NONE 51,000.GENERAL OPERATING SUPPORT
1401 N LINCOLN BLVD PC
OKLAHOMA CITY, OK 73104
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
OKLAHOMA STATE UNIVERSITY FOUNDATION NONE 137,000.GENERAL OPERATING SUPPORT
400 S MONROE ST PC
STILLWATER, OK 74074
PACIFIC RESEARCH INSTITUTE NONE 50,000.GENERAL OPERATING SUPPORT
101 MONTGOMERY ST PC
#1300
SAN FRANCISCO, CA 94104
PATRICK HENRY COLLEGE NONE 19,400.GENERAL OPERATING SUPPORT
10 PATRICK HENRY CIR PC
PURCELLVILLE, VA 20132
PEPPERDINE UNIVERSITY NONE 14,000.GENERAL OPERATING SUPPORT
24255 PACIFIC COAST HWY PC
MALIBU, CA 90263
POLICE FOUNDATION NONE 44,000.GENERAL OPERATING SUPPORT
1201 CONNECTICUT AVE NW PC
#200
WASHINGTON, DC 20036
PRESBYTERIAN COLLEGE NONE 6,500.GENERAL OPERATING SUPPORT
503 S BROAD ST PC
CLINTON, SC 29325
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
PRISON ENTREPRENEURSHIP PROGRAM NONE 5,000.GENERAL OPERATING SUPPORT
P.O. BOX 926274 PC
HOUSTON, TX 77292-6274
PRISON UNIVERSITY PROJECT NONE 5,000.GENERAL OPERATING SUPPORT
P.O. BOX 492 PC
SAN QUENTIN, CA 94964
PROJECT LIBERTY INC NONE 25,000.GENERAL OPERATING SUPPORT
1800 DIAGONAL ROAD PC
SUITE 280
ALEXANDRIA, VA 22314
PROPERTY AND ENVIRONMENT RESEARCH CENTER NONE 150,000.GENERAL OPERATING SUPPORT
2048 ANALYSIS DR PC
STE A
BOZEMAN, MT 59718
PROVIDENCE COLLEGE NONE 867.GENERAL OPERATING SUPPORT
1 CUNNINGHAM SQUARE PC
PROVIDENCE, RI 02918
PURDUE RESEARCH FOUNDATION NONE 624,000.GENERAL OPERATING SUPPORT
1281 WIN HENTSCHEL BLVD PC
WEST LAFAYETTE, IN 47906
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
PURDUE UNIVERSITY NONE 46,000.GENERAL OPERATING SUPPORT
610 PURDUE MALL PC
WEST LAFAYETTE, IN 47907
RADFORD UNIVERSITY NONE 10,000.GENERAL OPERATING SUPPORT
801 EAST MAIN ST. PC
RADFORD, VA 24142
RAMAPO COLLEGE FOUNDATION NONE 11,300.GENERAL OPERATING SUPPORT
505 RAMAPO VALLEY RD. PC
MAHWAH, NJ 07430
REASON FOUNDATION NONE 110,000.GENERAL OPERATING SUPPORT
1747 CONNECTICUT AVENUE, NW PC
WASHINGTON, DC 20009
REASON, IISM, FREEDOM INSTIUTE NONE 10,000.GENERAL OPERATING SUPPORT
9400 SOUTH DAMEN AVENUE PC
CHICAGO, IL 60643
REGENT UNIVERSITY NONE 25,000.GENERAL OPERATING SUPPORT
1000 REGENT UNIVERSITY DR PC
VIRGINIA BEACH, VA 23464
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NE NONE 30,610.GENERAL OPERATING SUPPORT
P.O. BOX 9 PC
ALBANY, NY 12201-0009
RESOURCES FIRST FOUNDAITON NONE 50,000.GENERAL OPERATING SUPPORT
74 LUNT ROAD PC
SUITE 302
FALMOUTH, ME 04105
RIO GRANDE FOUNDATION NONE 30,000.GENERAL OPERATING SUPPORT
P.O. BOX 40336 PC
ALBUQUERQUE, NM 87196
ROANOKE COLLEGE NONE 2,200.GENERAL OPERATING SUPPORT
221 COLLEGE LANE PC
SALEM, VA 24153
ROCHESTER INSTITUTE OF TECHNOLOGY NONE 5,500.GENERAL OPERATING SUPPORT
1 LOMB MEMORIAL DR PC
ROCHESTER, NY 14623
ROCKFORD UNIVERSITY NONE 12,000.GENERAL OPERATING SUPPORT
5050 E STATE ST PC
ROCKFORD, IL 61108
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
ROGERS STATE UNIVERSITY FOUNDATION NONE 6,500.GENERAL OPERATING SUPPORT
1701 W WILL ROGERS BLVD PC
CLAREMORE, OK 74017
ROSE-HULMAN INSTITUTE OF TECHNOLOGY NONE 8,000.GENERAL OPERATING SUPPORT
5500 WABASH AVE PC
TERRE HAUTE, IN 47803
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY NONE 4,074.GENERAL OPERATING SUPPORT
55 COMMERCIAL AVE PC
NEW BRUNSWICK, NJ 08901
SAINT FRANCIS UNIVERSITY NONE 8,000.GENERAL OPERATING SUPPORT
117 EVERGREEN DRIVE PC
LORETTO, PA 15940
SAMFORD UNIVERSITY NONE 15,000.GENERAL OPERATING SUPPORT
800 LAKESHORE DR PC
BIRMINGHAM, AL 35229
SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION NONE 66,500.GENERAL OPERATING SUPPORT
5250 CAMPANILE DRIVE PC
SAN DIEGO, CA 92182
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
SAN FRANCISCO COMMUNITY FUND NONE 50,000.GENERAL OPERATING SUPPORT
335 POWELL PC
14TH FLOOR
SAN FRANCISCO, CA 94109
SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION NONE 54,000.GENERAL OPERATING SUPPORT
210 N. 4TH STREET PC
FOURTH FLOOR
SARAH LAWRENCE COLLEGE NONE 15,000.GENERAL OPERATING SUPPORT
1 MEAD WAY PC
BRONXVILLE, NY 10708
SEATTLE PACIFIC UNIVERSITY NONE 8,000.GENERAL OPERATING SUPPORT
3307 3RD AVE W PC
SEATTLE, WA 98119
SETON HALL UNIVERSITY NONE 10,105.GENERAL OPERATING SUPPORT
400 S ORANGE AVE PC
SOUTH ORANGE, NJ 07079
SHASTA COLLEGE FOUNDATION NONE 10,000.GENERAL OPERATING SUPPORT
PO BOX 496006 PC
REDDING, CA 96049
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
SOUTHERN ILLINOIS UNIVERSITY - CARBONDALE NONE 50,979.GENERAL OPERATING SUPPORT
1263 LINCOLN DR PC
CARBONDALE, IL 62901
SOUTHERN ILLINOIS UNIVERSITY FOUNDATION NONE 9,000.GENERAL OPERATING SUPPORT
COLYER HALL PC
1235 DOUGLAS DRIVE
CARBONDALE, IL 62901-6899
SOUTHERN METHODIST UNIVERSITY NONE 636,000.GENERAL OPERATING SUPPORT
PO BOX 750100 PC
DALLAS, TX 75275-0100
SOUTHERN UNIVERSITY AT NEW ORLEANS FOUNDATION NONE 10,100.GENERAL OPERATING SUPPORT
6400 PRESS DRIVE PC
NEW ORLEANS, LA 70126
ST BONAVENTURE UNIVERSITY NONE 8,000.GENERAL OPERATING SUPPORT
3261 W STATE RD PC
ST BONAVENTURE, NY 14778
ST CLOUD STATE UNIVERSITY FOUNDATION NONE 8,000.GENERAL OPERATING SUPPORT
720 FOURTH AVENUE SOUTH PC
ST. CLOUD, MN 56301-4498
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
ST JOHNS UNIVERSITY NONE 39,000.GENERAL OPERATING SUPPORT
8000 UTOPIA PARKWAY PC
QUEENS, NY 11439
ST VINCENT COLLEGE NONE 15,000.GENERAL OPERATING SUPPORT
300 FRASER PURCHASE RD PC
LATROBE, PA 15650
ST. AMBROSE UNIVERSITY NONE 9,000.GENERAL OPERATING SUPPORT
518 LOCUST ST PC
DAVENPORT, IA 52803
ST. EDWARDS UNIVERSITY NONE 5,250.GENERAL OPERATING SUPPORT
3001 S CONGRESS AVE PC
AUSTIN, TX 78704
ST. LAWRENCE UNIVERSITY NONE 16,000.GENERAL OPERATING SUPPORT
23 ROMODA DR PC
CANTON, NY 13617
STANFORD UNIVERSITY NONE 75,000.GENERAL OPERATING SUPPORT
450 SERRA MALL PC
STANFORD, CA 94305
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
STEPHEN F AUSTIN STATE UNIVERSITY NONE 15,049.GENERAL OPERATING SUPPORT
1936 NORTH ST PC
NACOGDOCHES, TX 75962
STONEHILL COLLEGE NONE 2,000.GENERAL OPERATING SUPPORT
320 WASHINGTON ST PC
NORTH EASTON, MA 02357
STRATA POLICY NONE 310,000.GENERAL OPERATING SUPPORT
255 S MAIN ST PC
#100
LOGAN, UT 84321
STUDENTS FOR LIBERTY NONE 55,000.GENERAL OPERATING SUPPORT
1101 17TH STREET NW PC
SUITE 810
WASHINGTON, DC 20036
SUFFOLK UNIVERSITY NONE 9,000.GENERAL OPERATING SUPPORT
8 ASHBURTON PL PC
BOSTON, MA 02108
SUSQUEHANNA UNIVERSITY NONE 8,700.GENERAL OPERATING SUPPORT
514 UNIVERSITY AVE PC
SELINSGROVE, PA 17870
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
TALIESIN NEXUS NONE 230,000.GENERAL OPERATING SUPPORT
3328 OAKHURST AVE. PC
APT. 204
LOS ANGELES, CA 90034
TEXAS A&M UNIVERSITY NONE 35,500.GENERAL OPERATING SUPPORT
400 BIZZELL ST PC
COLLEGE STATION, TX 77840
TEXAS A&M UNIVERSITY FOUNDATION NONE 147,361.GENERAL OPERATING SUPPORT
401 GEORGE BUSH DR. PC
COLLEGE STATION, TX 77840
TEXAS PUBLIC POLICY FOUNDATION NONE 175,375.GENERAL OPERATING SUPPORT
901 CONGRESS AVE PC
AUSTIN, TX 78701
TEXAS STATE UNIVERSITY - SAN MARCOS NONE 1,500.GENERAL OPERATING SUPPORT
601 UNIVERSITY DR PC
SAN MARCOS, TX 78666
TEXAS TECH UNIVERSITY - FOUNDATION NONE 2,034,500.GENERAL OPERATING SUPPORT
INSTITUTIONAL ADVANCEMENT PC
BOX 41081
LUBBOCK, TX 79409-1081
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSI NONE 5,000.GENERAL OPERATING SUPPORT
1860 VAN HISE HALL PC
1220 LINDEN DR.
MADISON, WI 53706
THE BOARD OF TRUSTEES OF ILLINOIS STATE UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
1200 COMPTROLLERS OFFICE PC
NORMAL, IL 61790-1200
THE BOARD OF TRUSTEES OF SOUTHERN ILLINOIS UNIVERS NONE 9,500.GENERAL OPERATING SUPPORT
1400 DOUGLAS DRIVE PC
MAILCODE 6801
CARBONDALE, IL 62901
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI NONE 5,000.GENERAL OPERATING SUPPORT
352 HENRY ADMINISTRATION BUILDING, MC-350 PC
506 S. WRIGHT ST.
URBANA, IL 61801
THE CENTER FOR NATIONAL INTEREST NONE 340,000.GENERAL OPERATING SUPPORT
1025 CONNECTICUT AVENUE NW PC
SUITE 1200
WASHINGTON, DC 20036
THE CITADEL FOUNDATION NONE 1,500.GENERAL OPERATING SUPPORT
171 MOULTRIE ST PC
CHARLESTON, SC 29409
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
THE COLLEGE OF NEW JERSEY NONE 14,000.GENERAL OPERATING SUPPORT
2000 PENNINGTON RD PC
EWING TOWNSHIP, NJ 08628
THE FUND FOR AMERICAN STUDIES NONE 10,000.GENERAL OPERATING SUPPORT
1706 NEW HAMPSHIRE AVE NW PC
WASHINGTON, DC 20009
THE KINGS COLLEGE NONE 18,670.GENERAL OPERATING SUPPORT
56 BROADWAY PC
NEW YORK, NY 10004
THE TRUSTEES OF PRINCETON UNIVERSITY NONE 60,000.GENERAL OPERATING SUPPORT
1 NASSAU ST PC
PRINCETON, NJ 08544
THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY NONE 2,500.GENERAL OPERATING SUPPORT
9035 GOLDEN SUNSET LN PC
SPRINGFIELD, VA 22153
TOMORROWS CURES TODAY FOUNDATION NONE 45,000.GENERAL OPERATING SUPPORT
1747 PENNSYLVANIA AVENUE NW PC
SUITE 1000
WASHINGTON, DC 20003
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
TOWSON UNIVERSITY FOUNDATION NONE 6,000.GENERAL OPERATING SUPPORT
8000 YORK ROAD PC
TOWSON, MD 21252-0001
TRINITY COLLEGE NONE 10,000.GENERAL OPERATING SUPPORT
300 SUMMIT ST PC
HARTFORD, CT 06106
TRUSTEES UNIVERSITY OF PENNSYLVANIA NONE 5,000.GENERAL OPERATING SUPPORT
1 COLLEGE HALL ROOM 211 PC
PHILADELPHIA, PA 19104-6303
TUSKEGEE UNIVERSITY NONE 525.GENERAL OPERATING SUPPORT
1200 W MONTGOMERY RD PC
TUSKEGEE, AL 36088
UNIVERSITY ENTERPRISES CORPORATION NONE 9,200.GENERAL OPERATING SUPPORT
5500 UNIVERSITY PARKWAY PC
SAN BERNARDINO, CA 92407-2393
UNIVERSITY FOUNDATION OF CSU CHICO NONE 15,000.GENERAL OPERATING SUPPORT
KENDALL HALL 114 PC
CALIFORNIA STATE UNIVERSITY, CHICO
CHICO, CA 95929-0156
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF ALABAMA-TUSCALOOSA NONE 10,000.GENERAL OPERATING SUPPORT
THE UNIVERSITY OF ALABAMA PC
TUSCALOOSA, AL 35487
UNIVERSITY OF ARIZONA FOUNDATION NONE 116,600.GENERAL OPERATING SUPPORT
1111 N. CHERRY AVENUE PC
P.O. BOX 210109
TUCSON, AZ 85721-0109
UNIVERSITY OF CALIFORNIA - IRVINE NONE 5,000.GENERAL OPERATING SUPPORT
510 ALDRICH HALL PC
IRVINE, CA 92697-1900
UNIVERSITY OF CHICAGO NONE 455,000.GENERAL OPERATING SUPPORT
5801 SOUTH ELLIS AVENUE PC
CHICAGO, IL 60637
UNIVERSITY OF DAYTON NONE 15,000.GENERAL OPERATING SUPPORT
300 COLLEGE PARK PC
DAYTON, OH 45469
UNIVERSITY OF GEORGIA NONE 11,800.GENERAL OPERATING SUPPORT
BALDWIN HALL 415 PC
ATHENS, GA 30602
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF GEORGIA FOUNDATION NONE 106,500.GENERAL OPERATING SUPPORT
394 SOUTH MILLEDGE AVE. PC
MILLEDGE CENTRE, SUITE 100
ATHENS, GA 30602-5582
UNIVERSITY OF HOUSTON NONE 17,500.GENERAL OPERATING SUPPORT
4800 CALHOUN RD. PC
HOUSTON, TX 77004
UNIVERSITY OF KENTUCKY NONE 28,000.GENERAL OPERATING SUPPORT
105 MAIN BUILDING PC
LEXINGTON, KY 40506-0032
UNIVERSITY OF LOUISVILLE NONE 620,800.GENERAL OPERATING SUPPORT
2301 S 3RD ST PC
LOUISVILLE, KY 40292
UNIVERSITY OF MANCHESTER NONE 5,000.GENERAL OPERATING SUPPORT
OXFORD ROAD NC
MANCHESTER
UNITED KINGDOM M13 9PL
UNIVERSITY OF MARY NONE 2,400.GENERAL OPERATING SUPPORT
7500 UNIVERSITY DR PC
BISMARCK, ND 58504
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF MARY HARDIN-BAYLOR NONE 6,000.GENERAL OPERATING SUPPORT
900 COLLEGE ST PC
BELTON, TX 76513
UNIVERSITY OF MARYLAND - BALTIMORE COUNTY NONE 2,000.GENERAL OPERATING SUPPORT
1000 HILLTOP CIR PC
BALTIMORE, MD 21250
UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION NONE 58,383.GENERAL OPERATING SUPPORT
4603 CALVERT RD PC
COLLEGE PARK, MD 20740
UNIVERSITY OF MICHIGAN NONE 74,000.GENERAL OPERATING SUPPORT
500 S STATE ST PC
ANN ARBOR, MI 48109
UNIVERSITY OF MINNESOTA - DULUTH NONE 14,600.GENERAL OPERATING SUPPORT
1049 UNIVERSITY DR PC
DULUTH, MN 55812
UNIVERSITY OF MISSOURI - COLUMBIA NONE 11,118.GENERAL OPERATING SUPPORT
104 JESSE HALL PC
COLUMBIA, MO 65211
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF NEBRASKA - OMAHA NONE 10,000.GENERAL OPERATING SUPPORT
6001 DODGE ST PC
OMAHA, NE 68182
UNIVERSITY OF NEW HAVEN NONE 11,000.GENERAL OPERATING SUPPORT
300 BOSTON POST RD PC
WEST HAVEN, CT 06516
UNIVERSITY OF NEW ORLEANS FOUNDATION NONE 26,500.GENERAL OPERATING SUPPORT
2021 LAKESHORE DR PC
NEW ORLEANS, LA 70122
UNIVERSITY OF NORTH CAROLINA NONE 131,900.GENERAL OPERATING SUPPORT
UNC-CHAPEL HILL SUITE 3100 PC
CB# 2100
CHAPEL HILL, NC 27599-2100
UNIVERSITY OF NORTH TEXAS NONE 4,000.GENERAL OPERATING SUPPORT
1155 UNION CIR PC
DENTON, TX 76203
UNIVERSITY OF NOTRE DAME NONE 120,000.GENERAL OPERATING SUPPORT
405 MAIN BUILDING PC
UNIVERSITY OF NOTRE DAME
NOTRE DAME, ID 46556
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF PENNSYLVANIA NONE 5,000.GENERAL OPERATING SUPPORT
UNIVERSITY OF PENNSYLVANIA PC
PHILADELPHIA, PA 19104
UNIVERSITY OF PITTSBURGH NONE 1,500.GENERAL OPERATING SUPPORT
4200 FIFTH AVE PC
PITTSBURGH, PA 15260
UNIVERSITY OF RICHMOND NONE 17,000.GENERAL OPERATING SUPPORT
28 WESTHAMPTON WAY PC
RICHMOND, VA 23173
UNIVERSITY OF SAN DIEGO NONE 23,000.GENERAL OPERATING SUPPORT
5998 ALCALA PARK PC
SAN DIEGO, CA 92110
UNIVERSITY OF SOUTH ALABAMA NONE 6,995.GENERAL OPERATING SUPPORT
307 N UNIVERSITY BLVD PC
#130
MOBILE, AL 36608
UNIVERSITY OF TAMPA NONE 7,000.GENERAL OPERATING SUPPORT
401 W KENNEDY BLVD PC
TAMPA, FL 33606
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF TENNESSEE - KNOXVILLE NONE 15,000.GENERAL OPERATING SUPPORT
1001 MCCLUNG TOWER PC
KNOXVILLE, TN 37996
UNIVERSITY OF TEXAS - ARLINGTON NONE 5,000.GENERAL OPERATING SUPPORT
701 S NEDDERMAN DR PC
ARLINGTON, TX 76019
UNIVERSITY OF TEXAS - AUSTIN NONE 1,360,000.GENERAL OPERATING SUPPORT
MAIN BUILDING (MAI) PC
AUSTIN, TX 78705
UNIVERSITY OF TEXAS PAN AMERICAN FOUNDATION NONE 10,000.GENERAL OPERATING SUPPORT
1201 W. UNIVERSITY DRIVE PC
EDINBURG, TX 78539
UNIVERSITY OF VIRGINIA NONE 8,600.GENERAL OPERATING SUPPORT
P.O. BOX 400229 PC
CHARLOTTESVILLE, VA 22904-4229
UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATIO NONE 5,000.GENERAL OPERATING SUPPORT
1 COLLEGE AVENUE PC
WISE, VA 24293
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
UNIVERSITY OF WISCONSIN - LA CROSSE NONE 20,000.GENERAL OPERATING SUPPORT
1725 STATE ST PC
LA CROSSE, WI 54601
UNIVERSITY OF WISCONSIN FOUNDATION NONE 172,658.GENERAL OPERATING SUPPORT
1848 UNIVERSITY AVE PC
MADISON, WI 53726
UTAH STATE UNIVERSITY NONE 1,000,000.GENERAL OPERATING SUPPORT
OLD MAIN HILL PC
LOGAN, UT 84322
VERA INSTITUTE OF JUSTICE NONE 5,000.GENERAL OPERATING SUPPORT
233 BROADWAY PC
12TH FLOOR
NEW YORK, NY 10279
VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 45,735.GENERAL OPERATING SUPPORT
300 NEW JERSEY AVE NW PC
#900
WASHINGTON, DC 20001
VIRGINIA MILITARY INSTITUTE FOUNDATION NONE 28,000.GENERAL OPERATING SUPPORT
304 LETCHER AVE PC
LEXINGTON, VA 24450
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
VIRGINIA TECH NONE 8,400.GENERAL OPERATING SUPPORT
800 WASHINGTON STREET, SW PC
BLACKSBURG, VA 24061
WAKE FOREST UNIVERSITY NONE 10,000.GENERAL OPERATING SUPPORT
1834 WAKE FOREST RD PC
WINSTON-SALEM, NC 27109
WALDEN UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
100 S WASHINGTON AVE NC
#900
MINNEAPOLIS, MN 55401
WASHINGTON COLLEGE NONE 18,000.GENERAL OPERATING SUPPORT
300 WASHINGTON AVE PC
CHESTERTOWN, MD 21620
WAYNESBURG UNIVERSITY NONE 6,000.GENERAL OPERATING SUPPORT
51 W COLLEGE ST PC
WAYNESBURG, PA 15370
WEBBER INTERNATIONAL UNIVERSITY NONE 6,600.GENERAL OPERATING SUPPORT
1201 N SCENIC HWY PC
BABSON PARK, FL 33827
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
WELLESLEY COLLEGE NONE 7,000.GENERAL OPERATING SUPPORT
106 CENTRAL ST PC
WELLESLEY, MA 02481
WESLEYAN COLLEGE NONE 7,700.GENERAL OPERATING SUPPORT
4760 FORSYTH RD PC
MACON, GA 31210
WEST TEXAS A&M UNIVERSITY NONE 15,500.GENERAL OPERATING SUPPORT
2501 4TH AVE PC
CANYON, TX 79016
WEST VIRGINIA UNIVERSITY NONE 258,625.GENERAL OPERATING SUPPORT
P.O. BOX 6878 PC
MORGANTOWN, WV 26506-6205
WESTERN KENTUCKY UNIVERSITY NONE 14,000.GENERAL OPERATING SUPPORT
1906 COLLEGE HEIGHTS BLVD PC
BOWLING GREEN, KY 42101
WESTERN MICHIGAN UNIVERSITY NONE 33,771.GENERAL OPERATING SUPPORT
1903 W MICHIGAN AVE PC
KALAMAZOO, MI 49008
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
WINSTON-SALEM STATE UNIVERSITY NONE 11,800.GENERAL OPERATING SUPPORT
601 S MARTIN LUTHER KING JR DR PC
WINSTON-SALEM, NC 27110
YALE UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
PO BOX 208?232? PC
NEW HAVEN, CT 06520-8232
YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE 280,000.GENERAL OPERATING SUPPORT
PO BOX 2751 PC
ARLINGTON, VA 22201
A. ADIGUN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. AHMED NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. BACA NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
A. BROPHY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. BUTCHER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. DEMITRASZEK NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. DUNETZ NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. ELLIS NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. GARRETSON NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
A. GUERNSEY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. HERN NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. HUDNALL NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. HUMPHREY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. KEEN NONE 5,250.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. KERSEY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
A. KLOSNER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. MURCIA NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. NIX NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. OSBORN NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. PATRO NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. ROONEY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
A. SANCHEZ-OLVERA NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. SCHAEFER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. WEAVER NONE 8,700.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. WHITE NONE 6,000.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
A. WHITE NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
AMERICAN CONSERVATIVE UNION FOUNDATION NONE 3,000.EDUCATIONAL PROGRAMS
1331 H ST NW PC
SUITE 500
WASHINGTON, DC 20005
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI NONE 42,513.EDUCATIONAL PROGRAMS
1730 M STREET NW PC
SUITE 600
WASHINGTON, DC 20036
AMERICAN ENTERPRISE INSTITUTE NONE 13,257.EDUCATIONAL PROGRAMS
1150 SEVENTEENTH ST. NW PC
WASHINGTON, DC 20036
AMERICAN LEGISLATIVE EXCHANGE COUNCILL NONE 99,114.EDUCATIONAL PROGRAMS
2900 CRYSTAL DRIVE, 6TH FLOOR PC
ARLINGTON, VA 22202
AMERICAN SPECTATOR FOUNDATION NONE 4,800.EDUCATIONAL PROGRAMS
1611 N. KENT ST. PC
SUITE 901
ARLINGTON, VA 22209
AMERICANS FOR PROSPERITY FOUNDATION NONE 130,528.EDUCATIONAL PROGRAMS
1310 N. COURTHOUSE RD. PC
SUITE 700
ARLINGTON, VA 22201
AMERICAS FUTURE FOUNDATION NONE 18,940.EDUCATIONAL PROGRAMS
1513 16TH STREET NW PC
WASHINGTON, DC 20036
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
ATLAS ECONOMIC RESEARCH FOUNDATION NONE 52,426.EDUCATIONAL PROGRAMS
1201 L STREET NW PC
FLOOR 2
WASHINGTON, DC 20005
AYN RAND INSTITUTE NONE 4,800.EDUCATIONAL PROGRAMS
2121 ALTON PARKWAY PC
SUITE 250
IRVINE, CA 92606
B. ASHLEY NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. BEDFORD NONE 5,250.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. DESNOES NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. KAAHUI NONE 625.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
B. LE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. LIU NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. POELLOT NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. WALSH NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
B. WILSON NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
BILL OF RIGHTS INSTITUTE NONE 57,610.EDUCATIONAL PROGRAMS
200 N. GLEBE ROAD PC
SUITE 200
ARLINGTON, VA 22203
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
C. BULMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. BUTLER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. CREWS NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. GARBER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. GROVER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. KATEBI NONE 750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
C. KONIECZNY NONE 3,150.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. NYRUD NONE 5,300.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. WHITE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
C. YOUNG NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
CAPITAL RESEARCH CENTER NONE 14,400.EDUCATIONAL PROGRAMS
1513 16TH STREET NW PC
WASHINGTON, DC 20036
CATO INSTITUTE NONE 48,670.EDUCATIONAL PROGRAMS
1000 MASSACHUSETTS AVENUE NW PC
WASHINGTON, DC 20001
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
CAUSE OF ACTION NONE 17,876.EDUCATIONAL PROGRAMS
1919 PENNSYLVANIA AVE. NW PC
SUITE 650
WASHINGTON, DC 20006
CENTER FOR COMPETITIVE POLITICS NONE 12,468.EDUCATIONAL PROGRAMS
124 WEST STREET S. PC
SUITE 201
ALEXANDRIA, VA 22314
CHRISTIAN LEGAL SOCIETY NONE 9,600.EDUCATIONAL PROGRAMS
8001 BRADDOCK ROAD PC
SUITE 302
SPRINGFIELD, VA 22151
COMMITTEE FOR A CONSTRUCTIVE TOMORROW NONE 13,876.EDUCATIONAL PROGRAMS
PO BOX 65722 PC
WASHINGTON, DC 20035
COMPETITIVE ENTERPRISE INSTITUTE NONE 19,200.EDUCATIONAL PROGRAMS
1899 L STREET NW PC
FLOOR 12
WASHINGTON, DC 20005
D. AISYAH NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
D. BRUGGERS NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. BUTLER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. CAKERT NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. ELEK NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. FLEMMING NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. GREENBERG NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
D. HYLAND NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. KENDRICK NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. LEWIS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. PITTMAN NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. TAKASH NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. TAUZIN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
D. WHITE NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
D. YOUNG NONE 4,650.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
DAILY CALLER NEWS FOUNDATION NONE 20,302.EDUCATIONAL PROGRAMS
1050 17TH ST. NW PC
SUITE 900
WASHINGTON, DC 20036
E. DUNKS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
E. GARCIA NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
E. GREENE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
E. MONTEALEGRE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
E. RHORICK NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
F. AUBERT NONE 4,013.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
F. MCGRATH NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
FEDERALIST SOCIETY NONE 2,400.EDUCATIONAL PROGRAMS
1776 I STREET, NW PC
SUITE 300
WASHINGTON, DC 20006
FIRST AMENDMENT PARTNERSHIP NONE 4,800.EDUCATIONAL PROGRAMS
1730 M STREET NW NC
SUITE 909
WASHINGTON, DC 20036
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
FRANKLIN CENTER FOR GOVERNMENT AND PUBLIC INTEGRIT NONE 28,276.EDUCATIONAL PROGRAMS
107 S. WEST STREET PC
SUITE 718
ALEXANDRIA, VA 22314
FREE MARKET ENVIRONMENTAL LAW CLINIC NONE 2,997.EDUCATIONAL PROGRAMS
9033 BROOK FORD ROAD PC
BURKE, VA 22015
G. DEESE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
G. FITTON NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
G. SISCO NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
GEORGE WASHINGTON UNIVERSITY NONE 4,116.EDUCATIONAL PROGRAMS
2121 I ST NW PC
WASHINGTON, DC 20052
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
H. RUCKER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
H. THOMS NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
I. DAILY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
I. DUARTE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
I. GLINSKI NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
INSTITUTE FOR ENERGY RESEARCH NONE 66,404.EDUCATIONAL PROGRAMS
1155 15TH STREET NW PC
#900
WASHINGTON, DC 20005
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
INSTITUTE FOR FAITH, WORK, AND ECONOMICS NONE 21,064.EDUCATIONAL PROGRAMS
8400 WESTPARK DRIVE PC
SUITE 100
MCLEAN, VA 22102
INSTITUTE FOR HUMANE STUDIES NONE 144,182.EDUCATIONAL PROGRAMS
3434 WASHINGTON BLVD. PC
ARLINGTON, VA 22201
INSTITUTE FOR JUSTICE NONE 4,800.EDUCATIONAL PROGRAMS
901 N. GLEBE ROAD PC
SUITE 900
ARLINGTON, VA 22203
INSTITUTE TO REDUCE SPENDING, INC. NONE 36,598.EDUCATIONAL PROGRAMS
P.O. BOX 1031 PC
ALEXANDRIA, VA 22313
J. AMBROSIO NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. AMMONS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. BARACH NONE 5,250.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. CALCATERRA NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. COPELAND NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. DAVIS NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. DELMORE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. EVANS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. FOGELL NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. GILL NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. GOQUIOLAY NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. GRANT NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HAGLUND NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HAMMOND NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. HARRIS NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HAUENSCHILD NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HAUSER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HINTLIAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HITT NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. HUGHES NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. JARES NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. JAYE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. KAST NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. KHAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. KOHLHEPP NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. LATSHAW NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. LINDLEY NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. LOCKWOOD NONE 625.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. MATT NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. MEYER NONE 625.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. REECE NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. REED NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. REED III NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. RICHARDS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. SALMON NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. SHAW NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. SIMIONENKO NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
J. WHITE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
J. WREN NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. BALINT NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. CONNOLLY NONE 5,250.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. ELSAYED NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. GARTHUS NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. HILLMAN NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
K. MARTIN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. STAUDT NONE 5,250.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. TOTH NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
K. WOLTZ NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
L. MALLOY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
L. PETERSON NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
L. PLUMER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
L. SUN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
LADIES OF LIBERTY ALLIANCE NONE 3,469.EDUCATIONAL PROGRAMS
911 M STREET NW PC
SUITE A
WASHINGTON, DC 20001
LEADERSHIP INSTITUTE NONE 39,979.EDUCATIONAL PROGRAMS
1101 NORTH HIGHLAND STREET PC
ARLINGTON, VA 22201
M. ARNOLD NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. COX NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
M. FELDMANN NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. GAETSKAYA NONE 8,700.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. GARLAND NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. HAYMOND NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. KOSLOFF NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. LOVETRO JR NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
M. MANOVICH NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. OWEN NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. SALAZAR NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. SHINDLER NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. SY JR NONE 5,300.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
M. WASSERMAN NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
M. WEAST NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
MANHATTAN INSTITUTE FOR POLICY RESEARCH NONE 21,362.EDUCATIONAL PROGRAMS
52 VANDERBILT AVENUE PC
3RD FLOOR
NEW YORK, NY 10017
MARIJUANA POLICY PROJECT FOUNDATION NONE 4,800.EDUCATIONAL PROGRAMS
2370 CHAMPLAIN STREET NW PC
SUITE 12
WASHINGTON, DC 20009
N. BRINKMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. GOODMAN NONE 7,950.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. HOLVIK NONE 5,300.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
N. ISHANKULOV NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. JARMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. KELLEY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. MIGNANELLI NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. MILLER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
N. VATANSHOEVA NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
N. WEINRICH NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
NATIONAL REVIEW INSTITUTE NONE 11,626.EDUCATIONAL PROGRAMS
215 LEXINGTON AVENUE PC
NEW YORK, NY 10016
NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION NONE 22,060.EDUCATIONAL PROGRAMS
8001 BRADDOCK ROAD PC
SUITE 600
SPRINGFIELD, VA 22150
NATIONAL TAXPAYERS UNION FOUNDATION NONE 41,626.EDUCATIONAL PROGRAMS
25 MASSACHUSETTS AVE NW PC
SUITE 140
WASHINGTON, DC 20001
NETWORK OF ENLIGHTENED WOMEN NONE 13,533.EDUCATIONAL PROGRAMS
6501 DEAN ROAD PC
INDIANAPOLIS, IN 46220
P. BEST NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
P. GLAZMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
P. HOLLAND NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
P. KUNZE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
P. LICHLYTER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
P. ORTIZ ALATORRE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
P. SCHLOSSER NONE 3,125.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
PACIFIC LEGAL FOUNDATION NONE 28,812.EDUCATIONAL PROGRAMS
930 G STREET PC
SACRAMENTO, CA 95814
PRISON FELLOWSHIP MINISTRIES NONE 14,400.EDUCATIONAL PROGRAMS
44180 RIVERSIDE PARKWAY PC
LANSDOWNE, VA 20176
R. BROWN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. COOK NONE 2,520.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. DOOGAN NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. FRODSHAM NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
R. GANGAN NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. HALPERIN NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. HARVEY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. ORR NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. RIEBE NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
R. TAYLOR NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
R. THOMAS NONE 3,150.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
REASON FOUNDATION NONE 12,926.EDUCATIONAL PROGRAMS
5737 MESMER AVENUE PC
LOS ANGELES, CA 90230
S. ARUMUGAM NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. BHARGAVA NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. HOLDEMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. HOSTETTER NONE 5,250.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
S. LI NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. LI NONE 750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. MEINER NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. SALZMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. SAUNDERS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. SIMUNEK NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
S. STROSKO NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. TONGE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
S. VELIMIROVIC NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
STATE POLICY NETWORK NONE 11,738.EDUCATIONAL PROGRAMS
1655 NORTH FORT MEYER DRIVE PC
SUITE 360
ARLINGTON, VA 22209
STUDENTS FOR LIBERTY NONE 30,107.EDUCATIONAL PROGRAMS
1101 17TH STREET NW PC
SUITE 810
WASHINGTON, DC 20036
SUNSHINE REVIEW DBA STATE BUDGET SOLUTIONS NONE 13,826.EDUCATIONAL PROGRAMS
3901 COURTLAND CIRCLE PC
ALEXANDRIA, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
T. BOGGS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. FISHER NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. JIMAH NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. MABIKACHECHE NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. MARKATOS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. MCNEAL NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
T. MURPHY NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. PROCHAZKA NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. SIMONS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. TULLIS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
T. WORTHINGTON NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
TAX FOUNDATION NONE 4,800.EDUCATIONAL PROGRAMS
1325 G STREET NW PC
SUITE 950
WASHINGTON, DC 20005
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
TECHFREEDOM NONE 34,676.EDUCATIONAL PROGRAMS
110 MARYLAND AVE NE PC
WASHINGTON, DC 20002
THE CENTER ON NATIONAL LABOR POLICY, INC. NONE 9,600.EDUCATIONAL PROGRAMS
5211 PORT ROYAL ROAD PC
SUITE 610
NORTH SPRINGFIELD, VA 22151
THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY S NONE 12,676.EDUCATIONAL PROGRAMS
1776 I STREET NW PC
SUITE 425
WASHINGTON, DC 20036
THE FUND FOR AMERICAN STUDIES NONE 9,600.EDUCATIONAL PROGRAMS
1706 NEW HAMPSHIRE AVE. NW PC
WASHINGTON, DC 20009
THE HERITAGE FOUNDATION NONE 3,480.EDUCATIONAL PROGRAMS
214 MASSACHUSETTS AVENUE NE PC
WASHINGTON, DC 20002
THE JACK KEMP FOUNDATION NONE 4,800.EDUCATIONAL PROGRAMS
1200 NEW HAMPSHIRE AVENUE NW PC
SUITE 800
WASHINGTON, DC 20036
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
V. COLLINS NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
V. RATIU NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 27,962.EDUCATIONAL PROGRAMS
300 NEW JERSEY AVENUE NW PC
SUITE 900
WASHINGTON, DC 20001
W. BRADY NONE 5,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
W. STINSON NONE 4,200.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
W. WATT NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
W. WEITZEL NONE 3,150.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
Y. LIU NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
Y. MAO NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
Y. PING NONE 4,500.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
Y. WANG NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
YOUNG AMERICANS FOR LIBERTY NONE 46,200.EDUCATIONAL PROGRAMS
3030 CLARENDON BLVD PC
SUITE 200
ARLINGTON, VA 22201
ATTACHMENT 21
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FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 21 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
Z. PRUITT NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
Z. SILVERMAN NONE 3,750.EDUCATIONAL PROGRAMS
1320 N. COURTHOUSE RD, SUITE 500 I
ARLINGTON, VA 22201
TOTAL CONTRIBUTIONS PAID 44,132,322.
ATTACHMENT 21
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FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 22
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
AGORA INSTITUTE FOR CIVIC VIRTUE & THE COMMON GOOD NONE 7,700.GENERAL OPERATING SUPPORT
FOWLER HALL PC
1300 EAGLE ROAD
SAINT DAVIDS, PA 19087
BAYLOR UNIVERSITY NONE 5,000.GENERAL OPERATING SUPPORT
1301 S UNIVERSITY PARKS DR PC
WACO, TX 76798
CHAPMAN UNIVERSITY NONE 29,000.GENERAL OPERATING SUPPORT
1 UNIVERSITY DR PC
ORANGE, CA 92866
CITY COLLEGE FUND NONE 15,000.GENERAL OPERATING SUPPORT
160 CONVENT AVENUE PC
SHEPARD HALL ROOM 166
NEW YORK, NY 10031
CLEARY UNIVERSITY NONE 22,000.GENERAL OPERATING SUPPORT
2793 PLYMOUTH RD PC
ANN ARBOR, MI 48105
INDIANA UNIVERSITY FOUNDATION NONE 5,000.GENERAL OPERATING SUPPORT
1500 N. STATE ROAD 46 BYPASS PC
BLOOMINGTON, IN 47408
ATTACHMENT 22
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FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 22 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
LINDENWOOD UNIVERSITY NONE 197,100.GENERAL OPERATING SUPPORT
209 S KINGSHIGHWAY ST PC
ST CHARLES, MO 63301
OPERATION NEW HOPE NONE 2,500.GENERAL OPERATING SUPPORT
1830 MAIN ST N PC
JACKSONVILLE, FL 32206
PRESIDENT AND FELLOWS OF HARVARD COLLEGE NONE 10,000.GENERAL OPERATING SUPPORT
PO BOX 415649 PC
BOSTON, MA 02241-5649
R STREET INSTITUTE NONE 25,000.GENERAL OPERATING SUPPORT
1050 17TH STREET NORTHWEST PC
#1150
WASHINGTON, DC 20036
RESEARCH FOUNDATION OF CUNY NONE 7,900.GENERAL OPERATING SUPPORT
230 WEST 41ST ST PC
7TH FL
NEW YORK, NY 10036
SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION NONE 1,000.GENERAL OPERATING SUPPORT
5250 CAMPANILE DRIVE PC
SAN DIEGO, CA 92182
ATTACHMENT 22
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FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 22 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
SOCIETY FOR THE DEVELOPMENT OF AUSTRIAN ECONOMICS NONE 3,900.GENERAL OPERATING SUPPORT
HAMPDEN-SYDNEY COLLEGE PC
DEPARTMENT OF ECONOMICS
HAMPDEN SYDNEY, VA 23943
SOUTHERN ILLINOIS UNIVERSITY - CARBONDALE NONE 1,500.GENERAL OPERATING SUPPORT
1263 LINCOLN DR PC
CARBONDALE, IL 62901
STUDENTS FOR LIBERTY NONE 100,000.GENERAL OPERATING SUPPORT
1101 17TH STREET NW PC
SUITE 810
WASHINGTON, DC 20036
TEXAS PUBLIC POLICY FOUNDATION NONE 4,200.GENERAL OPERATING SUPPORT
901 CONGRESS AVE PC
AUSTIN, TX 78701
UNIVERSITY OF ARIZONA FOUNDATION NONE 14,000.GENERAL OPERATING SUPPORT
1111 N. CHERRY AVENUE PC
P.O. BOX 210109
TUCSON, AZ 85721-0109
UNIVERSITY OF NOTRE DAME NONE 5,000.GENERAL OPERATING SUPPORT
405 MAIN BUILDING PC
UNIVERSITY OF NOTRE DAME
NOTRE DAME, ID 46556
ATTACHMENT 22
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FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 22 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
WESTERN CAROLINA UNIVERSITY NONE 18,000.GENERAL OPERATING SUPPORT
1 UNIVERSITY WAY PC
CULLOWHEE, NC 28723
YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE 10,000.GENERAL OPERATING SUPPORT
PO BOX 2751 PC
ARLINGTON, VA 22202
TOTAL CONTRIBUTIONS APPROVED 483,800.
ATTACHMENT 22
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FORM 990-PF, PART XVI-A - ANALYSIS OF OTHER REVENUEATTACHMENT 23
BUSINESS EXCLUSION RELATED OR EXEMPTDESCRIPTION CODE AMOUNT CODE AMOUNT FUNCTION INCOME
EXPENSE REIMBURSEMENTS 01 23,911.CONSULTING SERVICES 01 2,850.MISCELLANEOUS INCOME 01 861.EXCISE TAX RECOVERIES 01 154,646.OTHER INVESTMENT INCOME 18 1,665.GRANT RECOVERIES 132,743.EFPRP - OTHER INVESTMENT INCOME/(LOSS) 01 5,299,042.EFPRP - UNRELATED INCOME 523000 -1,460,074. 01
TOTALS -1,460,074. 5,482,975. 132,743.
ATTACHMENT 2316733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 145
Exempt Organization Business Income Tax Return OMB No. 1545-0687
Form 990-T (and proxy tax under section 6033(e))For calendar year 2015 or other tax year beginning , 2015, and ending , 20 . À¾µ¹I Information about Form 990-T and its instructions is available at www.irs.gov/form990t.Department of the Treasury
Open to Public Inspection for501(c)(3) Organizations OnlyInternal Revenue Service I Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
D Employer identification number(Employees' trust, see instructions.)
Name of organization ( Check box if name changed and see instructions.)A Check box ifaddress changed
B Exempt under section
Printor
Type
Number, street, and room or suite no. If a P.O. box, see instructions.501( )( )
E Unrelated business activity codes(See instructions.)
408(e) 220(e)
408A 530(a)
City or town, state or province, country, and ZIP or foreign postal code529(a)
C Book value of all assetsat end of year IF Group exemption number (See instructions.)
IG Check organization type 501(c) corporation 501(c) trust 401(a) trust Other trust
IH Describe the organization's primary unrelated business activity.
II During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? Yes Nom m m m m m mIIf "Yes," enter the name and identifying number of the parent corporation.
I IJ The books are in care of Telephone number
(A) Income (B) Expenses (C) NetUnrelated Trade or Business Income Part I 1
2
3
4
5
6
7
8
9
10
11
12
13
a
b
a
b
c
Gross receipts or sales
Less returns and allowances
Cost of goods sold (Schedule A, line 7)
Gross profit. Subtract line 2 from line 1c
Capital gain net income (attach Schedule D)
Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797)
Capital loss deduction for trusts
Income (loss) from partnerships and S corporations (attach statement)
Rent income (Schedule C)
Unrelated debt-financed income (Schedule E)
Ic Balance 1c
2
3
4a
4b
4c
5
6
7
8
9
10
11
12
13
m m m m m m m m m m mm m m m m m m m m m
m m m m m m m mm mm m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m mm m m m m m m
Interest, annuities, royalties, and rents from controlled organizations (Schedule F)
Investment income of a section 501(c)(7), (9), or (17) organization (Schedule G)
Exploited exempt activity income (Schedule I)
Advertising income (Schedule J)
Other income (See instructions; attach schedule)
Total. Combine lines 3 through 12
m m m m m m mm m m m m m m m m m m m m m
m m m m m mm m m m m m m m m m m m mDeductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, Part II deductions must be directly connected with the unrelated business income.)
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
Compensation of officers, directors, and trustees (Schedule K)
Salaries and wages
Repairs and maintenance
Bad debts
Interest (attach schedule)
Taxes and licenses
Charitable contributions (See instructions for limitation rules)
Depreciation (attach Form 4562)
Less depreciation claimed on Schedule A and elsewhere on return
Depletion
Contributions to deferred compensation plans
Employee benefit programs
Excess exempt expenses (Schedule I)
Excess readership costs (Schedule J)
Other deductions (attach schedule)
Total deductions. Add lines 14 through 28
14
15
16
17
18
19
20
22b
23
24
25
26
27
28
29
30
31
32
33
34
m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m
21
22a
m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mUnrelated business taxable income before net operating loss deduction. Subtract line 29 from line 13
Net operating loss deduction (limited to the amount on line 30)
Unrelated business taxable income before specific deduction. Subtract line 31 from line 30
Specific deduction (Generally $1,000, but see line 33 instructions for exceptions)
m m m m m m m m m m m m m m m m m m m m m m m m mm m m m m m m m m m m
m m m m m m m m m m m m m m m mUnrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line 32,
enter the smaller of zero or line 32 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mFor Paperwork Reduction Act Notice, see instructions. Form 990-T (2015)5X2740 1.000 JSA
X
CHARLES KOCH FOUNDATIONX 48-0918408C 3
1320 N. COURTHOUSE RD., SUITE 500
ARLINGTON, VA 22201
581,820,574. X
ATTACHMENT 1X
GUY BARKWILL 703-875-1658
0.
0.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 147
Form 990-T (2015) Page 2
Tax Computation Part III
Organizations Taxable as Corporations. See instructions for tax computation. Controlled group35
Imembers (sections 1561 and 1563) check here See instructions and:
a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order):
$ $ $(1) (2) (3)
$b Enter organization's share of: (1) Additional 5% tax (not more than $11,750) m m m m m m m$(2) Additional 3% tax (not more than $100,000) m m m m m m m m m m m m m m m m m m m m
I 35cc Income tax on the amount on line 34 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m36 Trusts Taxable at Trust Rates. See instructions for tax computation. Income tax on
I 36Tax rate schedule or Schedule D (Form 1041)the amount on line 34 from: m m m m m m m m m m m mI 3737 Proxy tax. See instructions m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
38
39
Alternative minimum tax38 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m39 Total. Add lines 37 and 38 to line 35c or 36, whichever applies m m m m m m m m m m m m m m m m m m m m m m m m m m
Tax and Payments Part IV 40aa40 Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116) m m m m m40bb Other credits (see instructions) m m m m m m m m m m m m m m m m m m m m m m m m m m m40cc General business credit. Attach Form 3800 (see instructions) m m m m m m m m m m m m40dd Credit for prior year minimum tax (attach Form 8801 or 8827) m m m m m m m m m m m m
40ee Total credits. Add lines 40a through 40d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m41 Subtract line 40e from line 39 41m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m42 Other taxes. Check if from: Form 4255 Form 8611 Form 8697 Form 8866 Other (attach schedule) 42m
4343 Total tax. Add lines 41 and 42 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m44a44 a Payments: A 2014 overpayment credited to 2015 m m m m m m m m m m m m m m m m m44bb 2015 estimated tax payments m m m m m m m m m m m m m m m m m m m m m m m m m m m44cc Tax deposited with Form 8868 m m m m m m m m m m m m m m m m m m m m m m m m m m m44dd Foreign organizations: Tax paid or withheld at source (see instructions) m m m m m m m44ee Backup withholding (see instructions) m m m m m m m m m m m m m m m m m m m m m m m44ff Credit for small employer health insurance premiums (Attach Form 8941) m m m m m m
g Other credits and payments: Form 2439
Other I 44gForm 4136 Total
4545 Total payments. Add lines 44a through 44g m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 4646 Estimated tax penalty (see instructions). Check if Form 2220 is attached m m m m m m m m m m m m m m m m m m
I 4747 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed m m m m m m m m m m m m m m m m mI 4848 Overpayment. If line 45 is larger than the total of lines 43 and 46, enter amount overpaid m m m m m m m m m m m m
I I49 Enter the amount of line 48 you want: Credited to 2016 estimated tax Refunded 49
Statements Regarding Certain Activities and Other Information (see instructions) Part V Yes No1 At any time during the 2015 calendar year, did the organization have an interest in or a signature or other authority over a financial
account (bank, securities, or other) in a foreign country? If YES, the organization may have to file FinCEN Form 114, Report of Foreign
IBank and Financial Accounts. If YES, enter the name of the foreign country here
2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?
If YES, see instructions for other forms the organization may have to file.m m m m
I3 Enter the amount of tax-exempt interest received or accrued during the tax year $
ISchedule A - Cost of Goods Sold. Enter method of inventory valuation
1 Inventory at beginning of year 1 6 Inventory at end of year 6m m m m m m m m m m2 Purchases 2 7 Cost of goods sold. Subtract linem m m m m m m m m m3 Cost of labor 3 6 from line 5. Enter here and inm m m m m m m m m4 a Additional section 263A costs Part I, line 2 7m m m m m m m m m m m m m m m
Yes No(attach schedule) 4a 8 Do the rules of section 263A (with respect tom m m m m m m4b property produced or acquired for resale) applyb Other costs (attach schedule) mm5 Total. Add lines 1 through 4b to the organization?5 m m m m m m m m m m m m m m m m m m m m
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
SignMay the IRS discuss this return
with the preparer shown belowMMHere(see instructions)?Signature of officer Date Title Yes No
Print/Type preparer's name Preparer's signature Date PTINCheck if
Paidself-employed
Preparer II IFirm's name
Firm's address
Firm's EINUse Only
Phone no.
Form 990-T (2015)
JSA
5X2741 1.000
0.
X X
X
X
STEVEN L WEBB P00235405BKD, LLP 44-01602601551 N WATERFRONT PKWY, STE 300 316-265-2811WICHITA, KS 67206-6601
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 148
Form 990-T (2015) Page 3Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property)
(see instructions)
1. Description of property
(1)
(2)
(3)
(4)
2. Rent received or accrued
(a) From personal property (if the percentage of rentfor personal property is more than 10% but not
more than 50%)
(b) From real and personal property (if thepercentage of rent for personal property exceeds50% or if the rent is based on profit or income)
3(a) Deductions directly connected with the incomein columns 2(a) and 2(b) (attach schedule)
(1)
(2)
(3)
(4)
Total Total(b) Total deductions.Enter here and on page 1,Part I, line 6, column (B)
(c) Total income. Add totals of columns 2(a) and 2(b). Enter
here and on page 1, Part I, line 6, column (A) I Im m m m mSchedule E - Unrelated Debt-Financed Income (see instructions)
3. Deductions directly connected with or allocable todebt-financed property2. Gross income from or
allocable to debt-financedproperty
1. Description of debt-financed property(a) Straight line depreciation
(attach schedule)(b) Other deductions
(attach schedule)
(1)
(2)
(3)
(4)
4. Amount of averageacquisition debt on or
allocable to debt-financedproperty (attach schedule)
5. Average adjusted basisof or allocable to
debt-financed property(attach schedule)
6. Column4 divided
by column 5
8. Allocable deductions(column 6 x total of columns
3(a) and 3(b))
7. Gross income reportable(column 2 x column 6)
(1)
(2)
(3)
(4)
%
%
%
%
Enter here and on page 1,Part I, line 7, column (A).
Enter here and on page 1,Part I, line 7, column (B).
ITotals m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mITotal dividends-received deductions included in column 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m
Schedule F - Interest, Annuities, Royalties, and Rents From Controlled Organizations (see instructions)
Exempt Controlled Organizations
1. Name of controlled
organization
2. Employer
identification number
5. Part of column 4 that is
included in the controlling
organization's gross income
6. Deductions directly
connected with income
in column 5
3. Net unrelated income
(loss) (see instructions)
4. Total of specified
payments made
(1)
(2)
(3)
(4)
Nonexempt Controlled Organizations10. Part of column 9 that isincluded in the controlling
organization's gross income
11. Deductions directlyconnected with income in
column 10
8. Net unrelated income
(loss) (see instructions)
9. Total of specified
payments made7. Taxable Income
(1)
(2)
(3)
(4)
Add columns 5 and 10. Enter here and on page 1, Part I, line 8, column (A).
Add columns 6 and 11. Enter here and on page 1, Part I, line 8, column (B).
ITotals m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mForm 990-T (2015)JSA
5X2742 1.000
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 149
Form 990-T (2015) Page 4
Investment Income of a Section 501(c)(7), (9), or (17) Organization (see instructions)Schedule G - 3. Deductions
directly connected(attach schedule)
5. Total deductionsand set-asides (col. 3
plus col. 4)
4. Set-asides(attach schedule)1. Description of income 2. Amount of income
(1)
(2)
(3)
(4)
Enter here and on page 1, Part I, line 9, column (A).
Enter here and on page 1, Part I, line 9, column (B).
ITotals m m m m m m m m m m m mSchedule I - Exploited Exempt Activity Income, Other Than Advertising Income (see instructions)
4. Net income (loss)from unrelated tradeor business (column2 minus column 3).If a gain, computecols. 5 through 7.
3. Expensesdirectly
connected withproduction of
unrelatedbusiness income
7. Excess exemptexpenses
(column 6 minuscolumn 5, but not
more thancolumn 4).
2. Grossunrelated
business incomefrom trade or
business
5. Gross incomefrom activity thatis not unrelatedbusiness income
6. Expensesattributable to
column 51. Description of exploited activity
(1)
(2)
(3)
(4)
Enter here and onpage 1, Part I,
line 10, col. (A).
Enter here and onpage 1, Part I,
line 10, col. (B).
Enter here andon page 1,
Part II, line 26.
ITotals m m m m m m m m m m m mSchedule J - Advertising Income (see instructions)
Income From Periodicals Reported on a Consolidated Basis Part I
7. Excess readership
costs (column 6
minus column 5, but
not more than
column 4).
4. Advertising
gain or (loss) (col.
2 minus col. 3). If
a gain, compute
cols. 5 through 7.
2. Grossadvertising
income
3. Direct
advertising costs
5. Circulation
income
6. Readership
costs1. Name of periodical
(1)
(2)
(3)
(4)
ITotals (carry to Part II, line (5)) m mIncome From Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in columns Part II 2 through 7 on a line-by-line basis.)
7. Excess readership
costs (column 6
minus column 5, but
not more than
column 4).
4. Advertising
gain or (loss) (col.
2 minus col. 3). If
a gain, compute
cols. 5 through 7.
2. Gross
advertising
income
3. Direct
advertising costs
5. Circulation
income
6. Readership
costs1. Name of periodical
(1)
(2)
(3)
(4)
ITotals from Part I m m m m m m mEnter here and on
page 1, Part I,line 11, col. (A).
Enter here and onpage 1, Part I,
line 11, col. (B).
Enter here andon page 1,
Part II, line 27.
ITotals, Part II (lines 1-5) m m m mSchedule K - Compensation of Officers, Directors, and Trustees (see instructions)
3. Percent oftime devoted to
business
4. Compensation attributable tounrelated business
1. Name 2. Title
(1) %
(2) %
(3) %
(4) %
ITotal. Enter here and on page 1, Part II, line 14 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mForm 990-T (2015)JSA
5X2743 1.000
ATCH 2
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 150
ATTACHMENT 1
ORGANIZATION'S PRIMARY UNRELATED BUSINESS ACTIVITY.
FORM 990-T IS BEING FILED IN ORDER TO ATTACH FORMS 926. THE TAXPAYERDOES NOT MEET THE THRESHOLD FOR FILE THE 990-T FOR UNRELATED BUSINESSINCOME.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 151
ATTACHMENT 2
SCHD. K, FORM 990-T, COMPENSATION OF OFFICERS, DIRECTORS, & TRUSTEES
BUSINESSNAME AND ADDRESS TITLE PERCENT COMPENSATION
CHARLES CHASE KOCH DIRECTOR 0 0.P.O. BOX 2256WICHITA, KS 67201-2256
ELIZABETH B KOCH DIRECTOR 0 0.P.O. BOX 2256WICHITA, KS 67201-2256
CHARLES G KOCH DIRECTOR/ CHAIRMAN 0 0.P.O. BOX 2256WICHITA, KS 67201-2256
BRIAN MENKES SECRETARY 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
RICHARD H FINK DIRECTOR 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
DALE GIBBENS DIRECTOR 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
DUSTIN PERRY TREASURER 0 0.P.O. BOX 2256WICHITA, KS 67201-2256
BRIAN HOOKS PRESIDENT / DIRECTOR 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
WILLIAM RUGER VICE PRESIDENT OF RESEARCH 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
KEVIN GENTRY VICE PRESIDENT 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 152
ATTACHMENT 2 (CONT'D)
SCHD. K, FORM 990-T, COMPENSATION OF OFFICERS, DIRECTORS, & TRUSTEES
BUSINESSNAME AND ADDRESS TITLE PERCENT COMPENSATION
RYAN STOWERS VP HIGHER EDUCATION 0 0.1320 N. COURTHOUSE RD., SUITE 500ARLINGTON, VA 22201
TOTAL COMPENSATION 0.
16733H K932 11/15/2016 4:17:47 PM V 15-7F 85646 PAGE 153