Professional Documents
Culture Documents
Form
Department orcneTreasury
or type .
See Specific
Instructions .
ear be ginning
Initial return
Name of organization
X003
OMB No 1545-0052
Final return
g Amended return
Address change
I Name chant
YC_V710YV0
Room/suite
P .O . BOX 2256
City or town, state, and ZIP code
316
828-5552
If exemption application is
,
pending, check here
Dividends
1~
~ st from securities , , ,
,
.tent)'T.
u~ 9
me
or (loss)
d
y
11
10110
L 7V .
212
(d) Disbursements
for charitable
purposes
(cash basis only)
5'1'M'1' ' 1
637 .
212 , 637 .
35 , 615 .
35 , 615 .
243 .
243 .
, , . , , , . , . . ,
-3 , 5 69 .
~q
~P (Dtjest6dA~~ing~
. "0
35 , 159 , 50 4 .
u
Distnb~
ut~i
fir
computation .
. , . . . , . . .
9
Income modifications "
10 a Gross sales less returns
and allowances
b Less Cost of goods sold
c Gross profit or (loss) (attach schedule) . , , .
11
lip
41
)
3 , 579 .
12
13
14
15
25 , 994 .
25 , 787 .
1Q
17
H
C 18
v
252 074 .
, , , , , ,
3 , 579 .
11 , 271 , 324 .
25 , 476 .
23 , 612 .
411 , 190 .
6 , 044 .
2 , 5 69 .
110 .
379 , 613 .
Interest , . , , , , . , , . , . , , . , . , ,
Taxes (attach schedule) (see page 13 of the instructions)
19
20
Occupancy . . ,
21
41 , 543 .
tm 22
e
23
1 , 767 .
1 , 665 .
16 , 316 .
15 , 8870
a 24
25
, , , , , , , , , ,
525
166 .
1 , 044 , 528 .
1 , 569 , 694 .
9 , 701 , 630 .
26
27
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6 4 154 .
V03-8
481 , 361 .
2 , 449 , 528 .
i
6 , 154 .
35 , 108 .
245 , 920 . 1
2 , 930 , 889 .
85646
Form 990-PF(2003)
r
i
linnmg of ear
Book Value
coo .-rr, Hr . .
Cash - non-interest-bearing , , , , , , , , , , , , , , , , , ,
Accounts receivable 1
(b Book Value
21 .301 .726 .
29694_
48-0918408
Pledges receivable
End
28 .768 .053 .
1,838
29 .694
29,694 .
58,336
55 .877
55,877 .
Grants receivable
~,
..
880,880 .
12
(attach schedule)
Investments - mortgage loans
13
14
, , ,
15
16
20
21
"~ 22
ca
a
X24
m 25
m 26
`0 27
28
y 29
0!
z
equipment basis
___________________
Less accumulated depreciation 1
____________________
(attach schedule)
Other assets (describe 1 ___---___----___---_)
17
18
X19
30
355 .000 .
60
auU mica
I i ti uu- i cc
22
22
9 .1
32
469 .
31
5,070,000 .
------------------, , , , , , , , , , , , , , , ,
the instructions
. .
- - . .
- - . .
- - .
26 350 126 .
34 , 196 , 950
22,878,839 .
9,701,630 .
32,580,469 .
32,580,469 .
Form 990-PF (zoo3)
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85646
Form 990-PF
(a) List and describe the kind(s) of property sold (e g ,real estate,
2-story back warehouse, or common stock, 200 shs MLC Co )
acqDred
P- Purchase
n_(mo , day, Yr )
~~T10 , day, yr )
1a
b
c
d
e
(Q Depreciation allowed
(or allowable)
a
b
d
e
Comple te onl y for assets showing gain in column (h and owned b the foundation on 12/31/69
(k) Excess of col (i)
(J) Adjusted basis
(i) F M V as of 12/31169
as of 12/31/69
over coV Q), if any
Enter the appropriate amount m each column for each year, see page 17 of the instructions before making any entries
Base period years Calendar year
2002
2001
2000
1999
1998
(c)
(b)
2
3
X No
3 , 313 , 808
4 , 296 , 259
5 , 028 , 478
3,078,832
3 .320 .358
.
.
.
.
.
28
27
33
33
32
571
673
847
281
.850
col
232 .
813 .
015 .
910 .
.792 .
Distribution ratio
b divided b col c
0
0
0
0
0
.11600000000
.15520000000
.14860000000
.09250000000
.10110000000
0 . 61340000000
0 .12270000000
Enter the net value of nonchantable-use assets for 2003 from Part X, line 5 , , , , , , , , , , 1 41 -
'SA
3 E 1430
1 000
. . . . . . . . . . . . . . . . . . . 1
I -
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I 7 I
2 5,930,498
3,181,672 .
2,459
3 ,184 ,131 .
32547H K932
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85646
" Eiccise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see pac
1 a Exerrfat operating foundations described in section 4940(d)(2), check here NoDate of ruling letter
17 of the instructions'
, , , ,
b Domestic or anizations that meet the section 4940(e) requirements in Part V, check
here
"
c All other domestic organizations enter 2~ of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) , , , , , , ,
Addlines 1and2
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter-0-), , , , , , ,
Tax based on investment income Subtract line 4 from line 3 If zero or less, enter -0-
Credits/Payments
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
, , , , , , , , , , , , , , , ,
6a
17 , 505 .
, , , , , , , , , , , , , , , ,
6b
NONE
c Tax paid with application for extension of time to file (Form 8868) , , , , , , , , , ,
6c
NONE
6d
. . . . ,
2,459
. . . . . . . .C 1111 .T~~
. . . . .
Enter any penalty for underpayment of estimated tax Check here a if Form 2220 is attached
Tax due. Ii the total of lines 5 and 8 is more than line 7, enter amount owed , , , , , , , , , , , , , , , , , , , ,
, , , , , , , , , ,
10
Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid', , . , , , , . , , , . , ,
11
15 , 000 .
046
Refunded
1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did
it participate or intervene in any political campaigns , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page
18 of the instructions for definition) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
If the answer is "Yes" to 7a or 1b, attach a detailed description of the activities and copies of any materials
Yes
No
1a
1b
1c
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(1) On the organization
1$
" $
e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed
on organization managers
1o. $
2
Has the organization engaged m any activities that have not previously been reported to the IRS , , , , , , , , , , . , , , , , , , ,
If "Yes," attach a detailed description of the activities
3
Has the organization 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 , , , , , , , , , , , , , , ,
4 a Did the organization have unrelated business gross income of $1,000 or more during the years , , , , , , , , , , , , , , , , , , , ,
b If "Yes," has it filed a tax return on Form 990-T for this year?
5
, , , , , , , , , , , , , , , , , , , , , , , , , . , , , , , , , , , ,
Was there a liquidation, termination, dissolution, or substantial contraction during the year? , , , , , , , , , , , , , , , , , , , , , ,
4a
4b
N A
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 conflict with the state law remain m the governing instruments , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
Did the organization have at least $5,000 in assets at any time during the year? If "Yes," complete Part 11, co/ (c), and Part XV , , , , ,
7
e a Enter the states to which the foundation reports or with which it is registered (see page 19 0f the
6
7
X
X
Sb
b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No,"attach,explanation , , , , , , , , , , , , , , , , ,
9
Is the organization claiming status as a private operating foundation within the meaning of section 49420(3)
or 4942(j)(5) for calendar year 2003 or the taxable year beginning in 2003 (see instructions for Part XIV on
10
Did any persons become substantial contributors during the tax yeah 1/ "Yes," attach a schedule listing their names and addresses
11
Did the organization comply with the public inspection requirements for it annual returns and exemption applications . . . . . . . . .
12
13
, ,
X
X
10
11
JSA
3 E1440 1 000
32547H K932
85646
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
(1) Engage in the sale or exchange, or leasing of property with a disqualified persons . . . . . . . .
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
El Yes
a disqualified persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons
. . . . . . .
. . . . . . . .
~X
No
Yes
X No
X Yes
No
X Yes
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
Yes
aX No
for the benefit or use of a disqualified person) . . . . . . . . . . . . . . . . . . . . . . . . ,
(6) Agree to pay money or property to a government official? (Exception . Check "No"
if the organization agreed to make a grant to or to employ the official for a period
Yes
after termination of government service, if terminating within 90 days ) . . . . . . . . . . . . .
EZNo
b If 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 page 19 of the instructions)? . . .
Or( anizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . 1 " L .J " .
c Did the organization 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 m 2003
. . . . . . . . . . . . . . . . . . . . . . . .
2
Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private
operating foundation defined in section 4942Q)(3) or 4942Q)(5))
a
At the end of tax year 2003, did the organization have any undistributed income (lines 6d
and 6e, Part XI 11) for tax year(s) beginning before 2003
If"Yes ;'list theyears po. --_-_--_-_ _
Yes
. . . . . . . . . . . . . . . . . . . . . .
-_- . -_.
aX No
b Are there any years listed in 2a for which the organization 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)
c
3a
to all years listed, answer "No" and attach statement - see page 19 of the instructions ) . . . . . . . . . . . . . . . . . . . . .
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
Did the organization hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year's , , , , , , , , , , , , , , , , _ , , , , , , , , , , , , , ,
Yes
a No
b If "Yes," did it have excess business holdings in 2003 as a result of (1) any purchase by the organization
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 organization had excess business holdings in 2003 )
4a
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . . . .
b Did the organization 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 m 2003?
5 a During the year did the organization pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? , , , , , ,
(2) Influence the outcome of any specific public election (see section 4955), or to carry
. . . . . . . . . . .
1:1 Yes
EZ No
Yes
e Yes
X No
eX No
1Z Yes
1 :1 No
F
X]
"~
. . . . . . . . . . . . . . 1
If the answer is "Yes" to question 5a(4), does the organization claim exemption from the
~ No
tax because it maintained expenditure responsibility for the grants . . . . . . . . . . . . . . . . . aX Yes
If "Yes," attach the statement required by Regulations section 53 4945-5(d)
6 a Did the organization, during the year, receive any funds, directly or indirectly, to pay
Yes
premiums on a personal benefit contract? , , , , , , , , , . , . , . , . , . , . , , , , , , , , ,
EZNo
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts , , , , , , , , , , ,
I( you answered "Yes" to 66, also file Form 8870
Form 990-PF (2003)
JSA
3 E 14 50 1 000
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4B-0918408
~ Form 990-PF(2003)
Page
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
List all officers, directors, trustees, foundation managers and their compensation see page 20 of the instructions) :
(b) Title, and average
hours per week
devoted to position
i(c)
(c) Compensation
not paid, enter
_0l
(d) Contribunons
'en.,, to
employee
plans
and deferred combensation
NONE
- - - - - - - - - - - -- -- - - - - - - - - - - - -- - -- - - - - - -
Compensation of five highest-paid employees (other than those included on line 1 - see page 20 of the instructions).
If no ne, enter "NONE."
(a) Name and address of each employee paid more than $50,000
(c) Compensation
(hours P
per week
devoted to position
(d) Contributions to
employee benefit
plans and deferred
compensation
NONE
- - - - - -- - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - -------------------------------------- - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ------------------------------------Total number of other employees paid over $50,000
. 00- 1 NONE
3
Five highest-paid independent contractors for professional services - (see page 20 of the instructions) . If none, enter
"NONE."
(a) Name and address of each person paid more than $50,000
TYLER COWEN
KANSAS
- GRANT MANAGEMENT
140 .289
. . 10. 1 NONE
rises
12,145 .
---------------------------------------------------------------------------3
---------------------------------------------------------------------------4
----------------------------------------------------------------------------
32547H K932
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85646
Page?
48-0918408
o the instructions
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2
SEE ATTACHED
amount
STATEMENT 16
- - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
355
000 .
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc ,
purposes
2
3
4
. . . , . . : . , , , . , . . , . , .
. . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . , . . . . . .
and
, . . . . . . . . . . . . .
1e
5
6
355 , 000 .
1a
1b
1c
1d
772 .913 .
6 .325 .379
2
3
4
5
6
394 .88
IDistributable Amount (see page 23 of the instructions) (Section 4942(j)(3) and (j)(5) private operating
, . . .
, 459 .
, . . .
2c
3
. . . .
. . . .
4c
5
6
7
NONE
94,066 .
94 .066 .
a
b
2
3
4
5
6
Expenses, contributions, gifts, etc - total from Part I, column (d), line 26
Program-related investments - Total from Part IX-B
Amounts paid to acquire assets used (or held for use) directly-in` carrying out charitable, etc ,
purposes
Amounts set aside for specific charitable projects that satisfy the
la
1b
2,930, 89 .
355,000 .
NONE
. . . .
. . . .
. . . .
3a
3b
4
NONE
. . . .
5
6
NONE
3,285,889 .
2,459 .
Note : The amount on line 6 will be used in Part V, column (b), m subsequent years when calculating whether the foundation
qualifies for the section 4940(e) reduction of tax m those years
JSA
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10
Page
48-0918408
(a)
Corpus
(b)
Years pri or to 20 02
I
L
Cc)
2002
(d)
2003
~
~
94 .066 .
line r
Undistributed income, if any, as of the end of 2002
, , , , , , , , , ,
From 1998
, , , , , ,
1 , 784 , 123 .
b From 1999
, , , , , ,
1 506 398 .
d From 2001
2 , 919 , 590 .
e From 2002
, , , , , ,
1 , 893 , 383 .
c From 2000
f
4
I
r
3 , 380 , 679 .
11 , 48 4
XII,line 4~ " $
3,285,889 .
1 , 99 1
1,294,066 .
23 .
NONE
13 , 47 5
, , , ,
NONE
I
I
o f the instructions) . . . . . . . . . . . . . . .
9
10
Analysis of line 9
a
1 , 506 , 398
3 , 380 , 679
. . .
2 , 919 , 590
1 .991 .823
JSA
3E1480 1 000
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11 .691 .873
1 , 893 , 383
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11
1a
b
2a
Page V
48-0918408
'Private Operating Foundations (see page ZS of the instructions and Part VII-A, question 9)
IFihe foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2003, enter the date of the ruling . . .
Check box to indicate whether the organization is a private operating foundation described in section
Tax year
(a) 2003
85% of line 2a
49420(3) or
NOT APPLICABLE
4942(j)(5)
Prior 3 years
(b) 2002
(cj 2001
(d) 2000
(e) Total
. , . .
of exempt activities ,
e
, ,
under section
4942U)(3)(B)(Q .
listed
C
exempt organizations
as provided in section
4942U)(3)(B)(u)
from an exempt
organization
Camw
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year - see page 25 of the instructions .)
G.
KOCH
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
NONE
1 F1 if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds
If t he organization makes gifts, grants etc (see page 25 of the instructions) to individuals or organizations under other conditions complete items 2a, b, c, and d
Check here
d
The name, address, and telephone number of the person to whom applications should be addressed
SEE STATEMENT 2
b The form in which applications should be submitted and information and materials they should include
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors SEE ATTACHED STATEMENT 18
JSA
3E 1490 1 000
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Page 10
JSA
3E1491 2 000
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13
(b)
Business
code
Page 11
48-0918408
Amount
code
PROGRAM INTEREST
Amount
14
3 , 579 .
14
212 , 637 .
14
35 , 615 .
16
243 .
Related or exempt
function
26 of
the instructions
b
c
d
e
f
g
Debt-financed property , , , , , , , , ,
, , , , , , ,
c
d
e
12 Subtotal Add columns (b), (d), and (e) , , , ,
252 , 074 . 1
252, 074 .
Line No .
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See
page 26 of the instructions )
NOT
JSA
3E1492 1 000
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14
~'
Page 1 2
48-0918408
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 m section 527, relating to political organizations
a Transfers from the reporting organization to a nonchantable exempt organization of
(1)Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Other transactions
(1) Sales of assets to a nonchantable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
(2) Purchases of assets from a nonchantable exempt organization
(3) Rental of facilities, equipment, or other assets
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
market value in any transaction or sharing arrangement, show m column (d) the value of the goods, other assets, or services
received
2 a Is the organization 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
, , , , , , , , , , , , , , , , , ,
a Yes a No
Under penalties of penury, 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, correqt, and complete Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge
~/ 6f_~
Signature of officer or trustee
d
Z
C
'^ Preparer's
signature
'
JSA
3E1493 1 000
32547H K932
' BIUh ,
LLP
125 N . MARKET,
11/07/2005
STE .
Schedule B
G.
KOCH
OMB No 1545-0047
Schedule of Contributors
2003
FOUNDATION
An-noiaana
Section :
501(c)(
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 -
51 For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor (Complete Parts I and II )
Special Rules CJ For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations
under sections 509(a)(1)/170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of $5,000 or 2% of the amount on line 1 of these forms (Complete Parts I and II )
CJ For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, il, and III )
LJ For a section 501(c)(7), (8), or (10) organization fling Form 990, or Form 990-EZ, that received from any one contributor,
during the year, some contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did
not aggregate to more than $1,000 (If this box 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 of $5,000 or more
during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " $
Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule 8 (Form 990,
990-EZ, or 990-PF), but they must check the box m the heading of their Form 990, Form 990-EZ, or on line 1 of their Form
990-PF, to certify that they do not meet the filing requirements of Schedule 8 (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructions
for Form 990 and Form 990-EZ
JSA
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Specific Instructions
Page 2
page
If an amount is set aside for a religious, charitable,
etc , purpose, show in column (d) how the amount is
held (e g , whether it is mingled with amounts held for
other purposes) . If the organization transferred the gift
to another organization, show the name and address
of the transferee organization m column (e) and explain
the relationship between the two organizations.
JSA
3 E 7 252 1 000
85646
17
Name 9f organization
CHARLES G .
Page
to
of Part 1
48-0918408
(b)
Name, address, and ZIP + 4
CHARLES G .
4111 E .
WICHITA,
(a)
No.
(c)
Aggregate contributions
KOCH
11,019,250 .
67220
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part 11 if there is
a noncash contribution )
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )
No.
(c)
,ggregate contributions
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )
(a)
No.
(b)
Name, address, and ZIP + 4
,ggregate contributions
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Pan II if there is
a noncash contribution )
No.
(c)
,ggregate contributions
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )
(a)
N o.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
'
(d)
Type of contribution
Person
Payroll
Noncash
JSA
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18
(a)
3,579
STATEMENT 5
(b)
(c)
3,579
STATEMENT 6
25,994
25,476
25,787
23,612
3,703
2,559
1,430
403,498
3,703
2,341
0
0
0
218
7 .330
378,065
411,190
6,044
379,613
'
STATEMENT 7
2,459
110
0
110
2,569
110
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
.
. .
. .
. .
. .. .
. . . .
. .. .
. . .
. . . .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
0
0
0
STATEMENT 8
..
. .
..
..
..
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.. . . . . .
. . . . . . .
.. . . . . .
. .....
.. . ....
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. .
. .
. .
..
..
....
. . . .
....
. . .
. ...
.
.
.
.
11,223
223
792
2,593
1,485
0
0
0
0
0
11,223
162
893
2,593
1,016
16,316
15,887
STATEMENT 9
1,610,532
Market Value
880,880
STATEMENT 10
3,377,694
Program-Related Investment
Notes Receivable
Market Value
5,070,000
STATEMENT 11
355,000
16
STATEMENT 12
58,336
(40,831)
17,505
STATEMENT 13
(u)
April 7, 2003
(iv)
(v)
$112,955
General operating support for the Kansas Cultural Trust, an educational foundation which
provides grants to young visual and performing artists to allow them to take advantage of
key opportunities arising early in their careers
Amounts expended
Report received from the Kansas Cultural Trust shows the following expenditures
$112,955 of the April 2003 grant was spent for providing enabling grants to artists
and for professional fees
Diversions'
To the knowledge of this grantor foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.
On May 4, 2004, the Kansas Cultural Trust submitted a full and complete report of its
expenditures of the April 2003 operating support grant
(vi) Verification :
The grantor has no reason to doubt the accuracy or reliability of the report from
the grantee ; therefore, no independent verification of the reports were made
STATEMENT 14
(u)
April 7, 2003
$300,000
December 17, 2003 $160,000
(iv)
(v)
Grant program support for the Fred C & Mary R Koch Foundation, an educational foundation
which provides grants to tax-exempt public charities in the state of Kansas, in the areas of
human service, higher education, and the cultural arts
Amounts expended .
Report received from the Fred C & Mary R' Koch Foundation shows the following expenditures
$300,000 of the April 2003 grant was spent directly for providing grants
$160,000 of the December 2003 grant was spent directly for providing grants
Diversions'
To the knowledge of this grantor foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.
On May 12, 2004, the Fred C & Mary R. Koch Foundation submitted a full and complete report of
its expenditures of the April 2003 grant and the December 2003 grant .
(vi) Verification:
The grantor has no reason to doubt the accuracy or reliability of the report from
the grantee ; therefore, no independent verification of the reports were made
STATEMENT 75
(u)
May 8, 2003
(iii)
Purpose of Grant
Support for the Journalism Fellowship Program run by the Phillips Foundation
Amounts expended.
Report received from The Phillips Foundation shows the following expenditures
$25,000 of the May 2003 grant was spent directly for providing grants through
their Journalism Fellowship Program .
Diversions.
To the knowledge of this grantor foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.
(iv)
(v)
$25,000
(vi) Verification :
The grantor has no reason to doubt the accuracy or reliability of the report from
the grantee ; therefore, no independent verification of the reports were made.
STATEMENT 16
(ii)
(iii)
Purpose of Loan:
To fund expenses to produce an educational IMAX film titled "We The People, By The People",
to be used solely by and under a contract with Bill of Rights Institute, an organization exempt
under Section 501(c)(3), and a public charity within the meaning of section 509(a)(1) .
Amounts expended :
Report received from Inland Sea Productions shows the following expenditures .
$355,000 of the July 2003 loan was spent directly for production of the IMAX film.
Diversions:
(iv)
(v)
$355,000
(vi) Verification.
The foundation has no reason to doubt the accuracy or reliability of the report from
the borrower; therefore, no independent verification of the reports were made.
STATEMENT 17
(d) Contributions
to employee
( c1 Compensation
benefit plans
Richard Fink
655 15th Street, NW, Suite 445
Washington, DC 20005
President / Director
1 hour per week average
Kelly Young
655 15th Street, NW, Suite 445
Washington, DC 20005
Vice President
18 hours per week average
Alex A Beehler
655 15th Street, NW, Suite 445
Washington, DC 20005
(e) Expense
account, other
allowances
Vice President
10/8/03 to 12/31/03
10 hours per week average
Kevin L Gentry
655 15th Street, NW, Suite 445
Washington, DC 20005
Vice President
1018/03 to 12/31103
17 hours per week average
0 '
Anthony Woodlief
655 15th Street, NW, Suite 445
Washington, DC 20005
Vice President
10/8/03 to 12/31/03
10 hours per week average
Mark Humphrey
P 0 Box 2256
Wichita, KS 67201
Secretary
10/8/03 to 12/31103
Less than 1 hour per week
0 '
Vonda Holliman
P O Box 2256
Wichita, KS 67201
Treasurer
7 hours per week average
Charles G Koch
P O Box 2256
Wichita, KS 67201
Director
Less than 1 hour per week
Elizabeth B . Koch
P O Box 2256
Wichita, KS 67201
Director
Less than 1 hour per week
Director
Less than 1 hour per week
Director
Less than 1 hour per week
Not Applicable
(Payment for management
services of officers above)
119,570
TOTAL
119,570
STATEMENT 18
The foundation primarily supports research and education into free societies, in particular how they advance the wellbeing of mankind . Building on this knowledge, the Charles Koch Foundation fosters the partnership of scientists and
practitioners in order to integrate theory and practice By doing so, the Foundation staves to develop marked-based
tools that enable individuals, institutions and societies to survive and prosper .
Grants from the Foundation are restricted to charitable organizations as defined in section 501(c)(3) of the Internal
Revenue Code The Charles G Koch Charitable Foundation does not make grants to individuals
For grant guidelines, please contact the Foundation via street address, emad, telephone, or fax below Interested
grantees should carefully review the guidelines before submitting proposals or otherwise request support
STATEMENT 19
If recipient is an individual,
Foundation
Recipient
status of
recipient
or substantial contributor
Purpose of grant
or contribution
Amount
Public
25,000
Public
5,000
Public
57,516
Public
71,200
Private
460,000
Public
1,943,400
Public
15,000
7,457
Public
10,000
Public
7,500
Public
1,250
Private
112,955
Mercatus Center
Arlington, VA
Public
27,000
Public
90,000
Private
25,000
Public
14,500
Public
46,750
Public
15,000
~~
2,934,52
CHARLES G .
FORM 990PF,
KOCH CHARITABLE
PART
FOUNDATION
- CONTRIBUTIONS,
48-0918408
RECEIVED
i
DATE
11,019,250 .
CHARLES G . KOCH
4111 E . 37TH STREET NORTH
WICHITA, KS 67220
TOTAL CONTRIBUTION AMOUNTS
32547H K932
DIRECT
PUBLIC
SUPPORT
11/07/2005
85646
-----------11,019,250 .
19
STATEMENT
CHARL~S G .
FORM 990PF,
KOCH CHARITABLE
48-0918408
FOUNDATION
SUITE 445
STATEMENT
32547H K932
85646
20
ae-osieaoe
AMOUNT
------
2,934,528
32547H
K932
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ZZ
STATEMENT
2,934,528 .
48-Q91B409
--------------------------
------------------------------
AMOUNT
--------------------------------
------
FATRFAX, VA
1,Sfi0,000 .
PUBLIC
-----------TOTAL CONTRIBUTIONS APPROVED
32597H
K932
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22
STATEMENT
1,560,000 .