file GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93491319013451, Return of Private Foundation pene ss4s-0082 = 990-PF or Sectin 4947(a)(1) Nonexempt Charitable Trust 2 2010 ‘Treated as a Private Foundation coro Note, The foundaton may be able Hea copy ofthe rtm to say state reporting raters Ina en Sere For calendar year 2010, or tax year beginning 01-01-2010 _, and ending 12-31-2010 check ai hat apply Peintalretuin (intl return ofa former public chanty 1 Final return Foamended return address change [Name change Tame Rae SF Engrave BaTTRERTON Er a aR TF Be TT TTS PA TTT Hn BHT | OTTERS 3 Teetovenonber G28 page 10 fhe macs) ee (316) 828-8286 “capri a aT rcpt aptcaton pein, ct te peceeecai eeeeeee: D 4, Foren organizations, check here r icheck typ ofergoneaton F Sechon 603(eK3)ayernt prvete foundation 2: Forgnomnaatone mesing te 85% te, [section 49470a}4) nonexempt chantabie trust [Other tanable prvate foundation techs ai cpaton FFow market value ofall assets at end | JAccountng method T cash P Accruat | © gmat foudaton sane wasemmatcd |p cfyear trom pri, cl (0) Totnes cepecit) neces es ine toe$. 242,332,070 (tare 1 column fd} mst bean cash bast) 3 oan mc tematon ESWEY Analysis of Revenue and Expenses (7 | qyncincane (@) anaes iorbnesn cares fant ay me copevanvgand | eet nvesment | ceyadused nat | “rere seein nan San (a pe 1 of =o ‘some ene a Donat (omteenean) 7 Conon gs grt ecw tech ao) Ta 2 check [fhe fonfaton mot eco to aach eh 8 3 Interest on savings and temporary cash investments re aie 4 Dividends and interest tom securities... «| za Ta Nat ntl income or (oss) g| fami or dont tom sate faene ot on ine 20 zeae B |b cis ne pres ran ants on ne na4ss207 5 $ | 7 cantatgainnet income (roman iv,tne2) «+ + Te © | gs Netshort-term capital gain. 9 Income mosihentions Lose Cost of goods sold € Gross profit o (loss) (attach schedule) 11 Other ncome otach schedule). ss. «aR Tama 13 Compensation of ofcers, director, tuvteos ate 7 |, [14 Oteremplayee salanes andwages we we aaa cor $ Jas rension plans, employee tenets ss os. 767 e757 & ase Lesat toes cxtacn senesuey. ‘s Ta z J Tare E |e accounting eos (attach schedule). {s 7 Ex J B80 2 ¢ Other professional fees (attach schedule) (s 989,305] 34,650, ‘937,442 B liz tmerest i & | 18 towescarach cate) epg ioe wstcton) PD Er 7 mae E 29° oenrecation (attach schedule) and cepievon «|S En E20 occupancy oe ee eran wraai [2 travel, conferences, and meetings. ss ss a7 S73 E faz prntimgand publications». vv ee wan man E |23 omer expenses (attach schedule) s ae i74 3 24 total operating and adminletrative expences R | addunes a3 throush 23 saaaarl nas of _r60a9 © los contributions, ois, grants paid. 2 we we 10,123,369] 111,096,508 26 _ Total ecendes and daburserents, Aid nes 24 and 25 ‘masa aa of isaeoar 27 Subtract ine 26 fom ine 22 2 Excuse of revenue over expenses and debursements sas. Not investment income (fnepatve, ater -0-) ToT €_ Adjusted net income negative enter -0-) For Privacy Act and Paperwork Reduction Act Notice, sce page 30 of the instructions. Cat Wo 11209% Form 990-PF (2010)Form 990-PF (2010) Page 2 TENIEE] batance sheets Sis rent of yearammuis ony (sce manitone) | —fa) Bk ae | To) Bak Wael Par Raa cat rene ee va Taal Tras Savings and temporary cosh investments os. ss EEE Tae Tar Accounts recevabla Das Less allomance for doubitul accounts P aura nasal nas 4 Pledges recenvable Less allowance for doubtful accounts une Recenvablas dus from ofters, directors, ruses, and other dsqualiied persons (attach schedule) (seepage 35 ofthe 7 Other notes and loans recenable (attach schedule) sg | tase allowance for doubetl accounts P 3] 9 prepeidexpenses and deferedcharpes |. sss sss saa waa wat 0a Investments—U 5 and state government obligations (attach schedule) bb Investinante—corporate stock attach schedule) € Investments—corporate bonds (attachschedule). . ss 11 Investments—Iang,buldings, ang equipment baste 9.37684 Less accumulated depreciation (atch schedule) Pe aarsad sare 6,590,000 i anne cmeden ans eae 13 Investments—other(attach schedule) oss se aaah area aa 14 Land, buldings, and equipment basis iniso Less accumulated depreciation attach schedule) Pe 682.038 s22s02rf) 01a 10504 15. Other assets (describe > 16 Total assets (obe completed by al fiers—s08 the instructions Also, see page 1, tama) 202,205,234 2gasr aenanaaro 27 Accounts payable ang accrued expenses yy sv sana 23337 i done ee Tarr Tose a B20. Loans trom oticers, rectors, trustees, and other desquaited persone B| a1 mortgages and other notes payable (attach sched)... F]22 other liabiities (descnbe ® ) 23 Total abilities (add nes 17 throwgh 22). ss sss sar 3.064 a Foundations that follow SEAS 147, check ere PF _,| and complete nes 24 though 26 and ines 30 and 3. Ss en Blas rermanceniyrestnetsd ee wipe EE | Foundation that donot follow SFAS 337, check here Pe [- | snctcomplete tines 27 hrowoh 28. [27 contal stock, tart principal orcurant funds «6s ea we 2] 28 Peidn orcapitel surplus or an, bldg, and equpment tnd 2/0 Total not assets or fund balances (seepage 17 ofthe oe sore. auizaug 2 34 Total iblities and nt sasts/fund balances (see p49® 17 of [ETEEEE Anatysis of changes in Net Assets or Fund Balances 7 __ Total not easels or hind balances at beuianing OFFeAT=Fare TT, colina a) he 30 must Bares wth end-ofyear figure reported on pnoryears ren) we ee ee ee La 197,947,702 2 uoieiee 23,045,144 3 Othersmcreases not ncluded i ne 2 (itemize) 3 5 Decreases not included i ine 2 (itemize) 5 6 ___Totalnet assets of fund balances at end of year (ne 4 minus ine S)—Pan i column (Wine 20. | 6 Bai7o2e46 Form 990-PF (2010)Form 990-PF (2010) Capital Gains and Losses for Tax on Investment Income Page 3 (a) List and describe the kind(s) of property sold (e g real estate, 2estory orick warshouse, or common stock, 200 sh MLC Co ) [by How acquvred| P—Purchase Ke) Date acqured| (4) Date sold imo yay yr) | (mo, éay. yr) Ta EATON VANCE LOAN OPPORTUNITIES FUND b__ ABSOLUTE RETURN CREDIT PORTFOLIO sienan tanta (1) Depreciation allowed (@) Cost or other basis (hy Gain or (oss) el Sitena (orallowable) plus expense of sale (e) plus (f) minus (9) © 2,008,195| 1,822,979] 105,225 a ‘Complete only for sasets showing goin in column (h) and owned by the foundation en 2/31/69 () Gains (Col (hy gain manus @) Aaqusted basis (ho Excess of col (0) col {k), Bus not lars than -0-) or (PMV 9s 0f12/31/69 Dnata tes Seer titrees Losses (trom col (h)) = 1,369,017 . 2,936,395 Ti gain, also enterin Part ne 7 2 Capital gnin net income of (net capital loss) Illes) enter-O-imParisiine 7 F | ate 3 Net short-term capital gain or (loss) a8 defined in sections 1222(5) and (6) Xe gam, algo enter Part ne 6 column () (S88 pages 13 and 17 ofthe mstrctons) (loss), enter -0- ta Parti, line 8 feces eed : Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subyect to the section 4940(e) tax on net investment income ) 1 section 4940(4)(2) applies, leave this part blank Was the foundation able forthe section 4942 tax on the distributable amount of any yearsn the base period? Tver F no ives, the foundation does not qualify under section 4940(e Do not complete ths part {Enter the appropriate amount in each column for each year, see page 16 of the instructions before making any entries se pono Yrs Calendar 2 9, Dutredion ato repemot year Calendar| pdusted qualinng dstnbutons | Net vale of nondurable use asets inert 2003 15551962 Tes a41798 0 176036 72007 10,080,287 327,673,989 0078953 Total of line 1, column (d). lea 0 500738 Average distribution rato for the 5-year base pertod—divide the total on line 2 by 5, oF by the number of years the foundation has been m existence ifless than 5 years * La 0.100148 4 Enterthe net value of noncharitable-use assets for 2010 from Part X, line S- 4 203,468,683 6 Entera% of net investment income (18 of Part, line 278). ‘ 101,657 8 Enter qualifying distributions fom Part XII, line 4. a Iftine 1s equal to or areater than line 7, check the box in Part VI, line 1b, and complete that part using @ its fax rate See the Part Vi'meteuctions on page 28 Form 990-PF (2010)Form 990-PF (2010) Excise Tax Based on Tavestment Income (Section 4940(a), 4940(b), 4940(e), 0 Page 4 (946—see page 18 of the instructions) 1a. Exonp opratgfoufatons deed scion #4082), ck ve [= and nts WA one 1 Date of ung or determination etter (attach copy of letter if necessary-s0e iratrctions) bb Domestic foundations that mest the section 4940(e) requirements m Part V, cheek a 203,15 ipa ety «Matter donedetandotns eater 2% of te 278 Erempt oem ngpnaatons ete 4S of a, ne 12, () 22a under secon S11 (mest secon 4547()(0 tts an taablefounfations only ters ene 0-) 2 Skits poss 44 Stub Awe) tox (damese sen 4479) 5) stand aad oun ny Ole eer 0) 2 5 Tactnsed on Investment Income, Subtract ine 4 fom ine 3 Ifzereortess,enter-0-. . . . . [s possi © Creits/Payments ‘2 2010 estimated tax payments and 2009 overpayment credited to 2010 | 6a 203,149] bb Exempt foreign orgentations—tax wthheld atsource. . . «eb € Tax paid with aplication for extension of time to fle (Form 8868) f p09 Backup withholding eroneousty withheld... ee = Dee 7 Total ccedits and payments Add lines Ga through6d. . 6 ew ee 240,249 28 Enter any penalty for underpayment of estimated tex Check here [- Form 2220 is attached 2 Tax due. Ifthe total oflines Sand 8 1s more than ine 7, enteramounk owed... = 2 10° Overpayment. Ifline 7 = more than the total oflines 5 and. enter the amount overpaid... ® | a0 wae 11. Enlerthe amount te 1010 be Credited to 2041 estate tx 420 | Refunded [an Statements Regarding Activities 1m Dung the tex year, did the foundation attempt to nfuence any national, state, or local egslation or id Yes [ne se participate or intervene i any poltical campaign? ee Ne bb Didi spend more than $400 during the year (either directly or indirectly) for polticl purposes (eee page 19 of CS No 1 te answers "Yes" to 4a or Sb, attach adetaled descnption ofthe activites and copes of any materials publiehad or distributed bythe foundation in connection with the activites € Did the foundation fle Form 1420-POLfoFRhiE YER? eve ee ae x No 4. Enter the amount (fany) of tax on political expenditures (section 4955) mposed during the year (2) onthe foundation § (2) on foundation managers $ Enter the raimbursement any) por by the foundation during the year for paliicl expenditure tax mpesed an foundation managers $ 2 Has the foundation engaged n any activities that have not previously been reportedtoterns? 2... | 2 No 1 "¥ee,etach adele deserptien ofthe activites 3 Has the foundation made any changes, not previously reported tothe IRS, nt governing instrument articles af mcorporation, or bylaws, or other similar instruments? If Ye,“attach a conformed copy af thechanges . . | 3 No 48 Did the foundation nave unrelated business gross mcome of $1,000 or mare during the yeer?. .. . . s+ [ae No bU-Yes,"has iad a tax retutn on Form 990-TIOFEHE YER? ev ee [Law 5 Was there a hquidaton termination, diesolution, or substantia contraction dunmg the year? ss . US Ne 1 ¥05,“atach the statement requires by General Instruction T 6 Arethe requirements of section 508(¢) (relating to sections 4941 through 4945) satisfied ether "by language the governing instrument, or ‘© by state legelation that effectively amends the governing instrument 20 that no mandatory directions that confi wth the state law remain nthe governing natument? ve vee 7 teounaton hve at as 4,00 aets at any tne ct the yen? 1"e5 compe Pa co (©), nd Fa 7 Yer ‘8 Enter the states to which the foundation reports or mth which i= repistered (eee page 19 ofthe instructions) POC. KS. vA General (or designate of each state ar required by General Instruction G? If°No,"atach explanation » | vee 21s the foundation claiming status as 2 private operating foundation within the meaning of section 49420X3) oF 4942(N5) for calendar year 2010 of the taxable year begining in 2030 (eae instructions for Part XIV on einen ee No 40 01 any pesos acme ietanal otbrs ngthek en? I "es" atch a cc tg ther nas nd see 10 Ne Form 990-PF (2010)Form 990-PF (2010) Page S EAMETON Statements Regarding Activities (continued) 41 Atany time during the year, dié the foundation, directly or indirectly, own & controlled entity within the ‘meaning of section 522(b)(13)? IF Yes.” attach schedule (see page 20 ofthe instructions). ss + + an 12. id the foundation acquire a director inauract interest n any applicable insurance contract before August 17, 2008? | 42 431d the foundation comply with the publi inspection requirements for ite annual returns and exemption application? | 43 | ves: Website address PYNIW CGKFOUNDATION ORG 3\3 44. The books are in care of PHEATHER LOVE Telephone no (316) 828-8286 Located at sill €S7THST WICHITA KS. z1P-44 67220 45 Section 4947(a)(1) nonexempt chantable trusts fling Form 990-PF mn leu of Form 4081 —Check heres. ee and enter the amount of tax-exempt interest received or accrued dung the year... 2. [a5 a bank, sacunties, or otherfinancial account ima foreign country. ss ve ee ee ee ee + LOO Ne See page 20 ofthe instructions for exceptions and fling requirements for Form TD F 90-22 1 If*¥es*, enterthe ame ofthe foreign country ‘Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the “Yes” column, unless an exception appl Yes | no ‘Un During the year did the foundation (ether directly or indirectly) (4) Engage inthe sale of exchange, of leasing of property with # disqualified person? P ves F Wo (2) Borrow money from, lend money to, or otherwise extend credit to (or accept i from) icdisquniined parsensic gets cae as eer eege ete egg faves pena (3) Furnish goods, services, or faciities to (or accept them from) a disqualified person? F ves F No (4) Pay compensation to, or pay or reimburse the expenses of disqualified person? F ves T Wo (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use ofa disqualiied person)? P ves F no (6) Agree to pay money or property toa government official? (Exception. Check "No" ifthe foundation agreed to make a grant to orto employ the ofteial for @ period after termination of government service, terminating within 90 days ). P ver F No bb Ifany answer's "Yes"to 1a(1)-(6), did any ofthe acts fal to qualify under the exceptions described in Regulations section 53 4941(d)-3 oF ma curcent notice regarding disaster assistance (see page 20 of the instructions)’. - | 3b Ne Organszations relying on @ current notice regarding disaster assistance check heres 2 ee 2 2 Did the foundation engage ina prior year im any ofthe acts described in 13, other than excepted acts, that were not corrected before the frst day ofthe tax year beginning in2010%, . se ee ee ee | te Ne 2 Toxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private ‘operating foundation defined in section 4942()(3) 49425) > Atthe and oftax year 2010, did the foundation have any undistributed income (ines 66 and 6e, Part XI11)fortax year(s) beginning before 20107, 2... ee ee ee ve No 1e-Yes,"ust the years B20, 20__, 20__, 20__ 1b Are there any years listed in 2a for which the foundation '= not applying the provisions of saction 49-42(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) te all years listed, answer "Wo" and attach statement—see page 20 ofthe instructions}. 2 ee es 2b € Ifthe provisions of section 4942(a)(2) are being applied to any of the years listed m 2a, ist the years here » 20, 20, 20__, 20__ ‘38 Did the foundation hold more than & 2% director indirect interest in any business lanterprize at any time during the year? Tver F no bb 1F7Ves," id have excess business holdings in 2010 as a result of (4) any purchase by the foundation or aisqualiies 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)) te dispose of holdings acquired by ait or bequest, or (3) the lapse ofthe 20-, 15-, or 20-year first phase holding period? (Use Schedule C, Ferm 4720, to determine 1 the foundation had excess business holdings 2010). 2 2 2 eee ee ee ee ee | Bh Did the foundation make any investment n a prior year (but after December 31, 1969) that could jeopardize its chantable purpose that had not been removed from jeopardy before the fist day ofthe tax year beginning in 20107_| 4b Ne Form 990-PF (2010)Form 990-PF (2010) Page 6 EAMEGIEY statements Regarding Activities for Which Form 4720 May Be Required (continued) ‘Se During the year di the foundation pay or meur any amount to (2) Carry on propaganda, or otherwise attempt to influence legislation (Section 4945(6))? T ves F No (2) Influence the outcome of any specific public election (see section 4955), orto carry fon, directly or indirectly, any voter registration dnve?. 2 ee we ee ee Pen Fite {3) Provide a grant to an individual for travel, study, or other simular purposes? Tver F No (4) Provide a grant to an organization other than a chantable, etc, organization descnbed sn section $09(a)(L), (2), oF (3), oF section 4940(4)(2)? (see page 22 ofthe instructions)... FF Yes [No (5) Provide for any purpose other then religious, charitable, scientific, hterary, or ‘aducational purposes, or for the prevention of erelty to children or animals... ss» 7 Yes FNo bb atany answers "Yes" to 5a(1)-(5), did any ofthe transactions fal to qualify under the exceptions described in Regulations section 53 4945 orina current notice regarding disaster sssistence (see page 22 of the instructions)? No Organizations relying on a current notice regarding disaster assistance check heres ©. es + ee € Ifthe answers "Yes" to question 5a(4), does the foundation claim exemption fom the tox because it maintained expenditure responsibilty for the grant? F ves F no 1F "Yes," attach the statement required by Regulations section 53.4945-5(d) {62 Did the foundation, dung the year, receve any funds, directly or mairacty, to pay premiums ona personal benaht contract?. so ee te ee ee Piven No LF Yes" t0 6, ile Form 8870. 7a ‘Atany time during the tax year, was the foundation a party toa prohibited tax shelter transaction? [7 ¥es FF No Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors. 1_List all officers, directors, trustees, Foundation managers and their compensation (see page 22 of the instructions). (b) Tite, and average | (c) Compensation | (#) Contributions to (a) Name and address hours perweek | Gf not patd, enter | employee benefit plans devoted to position o) and deferred compeneation (e) Expense account other allowances ‘See Additional ate Table Th none, ent nal five highest-paid amployecs (other than these lncluded online dase page 23 of the structions), NONE.” (@) Contnbutions to (b) Title, and average ea houte per weak | (e) Compensation devoted to position (a) Name and aadress of each employee paid more than $50,000 enent | (e) Expense account, plans and deterrea | "other allowances LoGaN MooRE Jor oF OPERATIONS 765,009] 3430} Taso ARLINGTON,VA 22201 RYAN STOWERS paw bin nicHER 155,009] 3,683] Ferry ARLINGTON,VA 22201 foo ARIANNE MASSEY paw birector 137,509] Banal aae0 ARLINGTON,VA 22201 roo CHRIS CARDIFF paw oFF- mem 730,009] 3,683] Ferry ARLINGTON,VA 22201 DAN JORIANL par orricer 327,045] 3876 Ferry ARLINGTON,VA 22201 roo ‘Total number af other employees paid over $50,000... 7 a5 Form 990-PF (2010)Form 990-PF (2010) Page 7 ee =—™———seE=™ 3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE. (@) Name and address of each person paid more than $50,000 (b) Type of service (© Compensation ‘Total number of others receiving over $50,000 for professional serces. EEGEEZN summary of Direct Charitable Activities 2KOCH INTERNSHIP PROGRAM SEE GENERAL EXPLANATION ATTACHMENT 641,323 3 4 [RISSEEY Summary of Program-Related Investments (see page 24 of te nstuchons este theo gest ptaobe-vestras mae bythe unstn Gmg he s yen Ones a? room Allether program related investments See page 24 ofthe instroctions Tot Agsines i ehrough3. ee ° Form 990-PF (2010)Form 990-PF (2010) EEITET. Minimum Investment Return (All domestic foundations must complete ths part. Foreign foundations, See page 24 of the instructions.) 1 Fairmarket value of assets not used (or held or ure) Arey in caring Ov Chania, we urposes a Average monty irmarket value ofsecunties se ee ee ee Lae 107,911,700 i nee ane ie 92225411 €. Favrmarket value ofall other ansats (20e page 24 ofthe nettustons). we ee ee eee Dae 530,000 4. Total (add lines 38,8, and) 7 306,567,191 @Recucton cine forblockaps or athe factors reported on lines 1 and Le attach eetaled explanation we ee ee ees Lt Acquisition indebtedness applicable to ne 4 assets. ° Subtract ine 2fromine 6. ve ee ee ee ee ee ee ee D8 200 567.191 Cath deere held forchantableacthities Enter: 3/2% of line 3 (for areter amount, 288 page 25 eee ee a 3,090,508 5 Wet value of nonchartabla-ise asete. Suiract ine 4 from hne 3 Ener here and on Part V, line 4 5 203,460,603 i raeeee aioe eae er nie ne ef 10,173,434 fa Distributable Amount (see page 25 of the instructions) (Section 4942(})(3) and (j)(5) private operating foundations and certain foreign organizations check here b I and do nat complete this part.) fein etme airs eos Pan olen ees eae |r iearsasa 1 Income ta for 2010 (This does not nce the tax fom Part VE) 3b € Add ines 29 and 26. x 203,315 3 strbutable amount before asjustments Subtract ine 2e fom line 3 397038 5 Ads ines 3 and 5 sa7ai8 6 Deduction rom sstabutabe amount (eee page 25 ofthe instruction). < 7 Distibutable amount as asjsted Subtract ine 6 fom line 5 Enter here and on Part XIE, Wek ee? aa70.39 TERETE quatitying Distributions (see page 25 of the structions) 1 Amounts pai (neluding administrative expenses] to accomplish chavtale, we | pupORee Expenses, contnbutions, gis, ee ~totl fom Part I, column (é)ime26. 0 ee ee ee Lam 18,260977, Programrelated nvestmentstotelfOmPAR KBs sv ee ee ee ee [ c 2. Amounts pid to acqure assets used (or held or use) decty in carymng out chartebe ste, ee 40287 3) Amounts et aside forspeciicchantable projects thot sais the Suttabity test pnor RS approval require. a ° Cash disnbution test (attach therequred schedule). se Lb 0 Qualifying dstibutions, Ad ines 18 though 3b Enter here and on Par, line 8, nd Part xt, ne & [a Tasonaee Foundations that qualdy under section 4940(¢) forthe reduced rate of taxon nt vestinent income Enter 1% of Part line 278 (ane page 26 ofthe nstructonsle wv we eee LS 6 Adjusted quaitying dintibtions.Subtrctine Sfomine Av we ee D8 Tas0r ae the section 4940(e) reduction of tax in those years he amount online 6 wll be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for Form 990-PF (2010)Form 990-PF (2010) Undistributed Income (see page 26 of the mnstructons) Page 9 Distributable amount for 2020 from Part XI, line 7 Undistnbuted income, fany, as of the end of 2010 Enter amount for 2009 only.» 2 s+ Totalfor prior years 2008, 2007, 2006 Excess distributions carryover, fany, to 2020 @ corpus ) Hears priorte 2009 © 2009 @ 2010 From 2006... ss EXIERE pam soo7sec ete 3:79.53 From2008. 1. ss T9257 Total oflines 3a throughe. . se ee Qualifying distributions for 2010 trom Part XII, ines $ 18,501,264 ‘Applied to 2008, but not more than line 22 Applied to undistributed income of prior years (Election required see page 26 af the instructions) Treated 2¢ distributions out of corpus (Election raquired~see page 26 ofthe imstructions). = « Remaining amount distnbuted out of corpus Excess aistributions carryover applied to 2010 (fan amaunt spears in column (4), the ‘Same amount must be shown in column (3)) Enter the net total of each column as indicated below: Corpus Add lines 34, 4c, and 4e Subtract line 5 Prior years" undistnbutes income Subtract line 4bftomline2B eon rie ee ee eo income for which a notice of deficiency has Been issued, oron which the section 4842(a) tax has been previously assessed. ss amount—see page 27 ofthe instructions «+ Undistributed income for 2009 Subtract hme 4a from line 22 Taxable amount~eee page 27 Oftheinstructons ss ss ee ee so Undistnbuted income for 2020 Subtract lines 4d and 5 fromline 1 This amount must peistrbuted in 2010+ vv ve st Amounts traated as distributions out of Section 170(b}(1)(F) or 4942(9)(3) (see page 27 ofthe instructions) Excess distributions carryover from 2005 not applied online 5 or line 7 (see page 27 of the mmstructions)s eet eee ee Excess distributions carryover to 2011. Subtract ines 7 and 8fomine 6... Analysis oftine 9 Excess from 2007.» 3.779.605 Excess from2009. » Tiss Excess from2010._ | 3931.15 Form 990-PF (2010)Form 990-PF (2010) Page 10 EETESVM Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9) 4a Ifthe foundation has received ruling er determination letter that ie a private operating foundation, ana the ruling is effective for 2010, enter the date ofthe ruling. = + = + 1b Check box to indicate whether the organization is a private operating foundation described in section | _4942((3) or F 49425) 2a Enter the lesser of the adjusted net Tex veer Por 3 years income from Part Lor the minimum (e) Tota eee (@)2010 (2008 (©2008, (2007 yearistede ee ee tet A © Qualifring distributions from Part XIE, line 4 foreach yearlisted. {Gracive conductor exempt aces © Qualiying distributions made directly for active conduct of exempt activities 3 Complete 3a, , orc forthe ‘alternative test relied upon 8 “Aesete” alternative tert—enter (2) Value ofaitassets. 2. @) Value of aszete qualifying Under section 49420)(3KB)6) ‘of minimum investment return shown in “Support” alternative test—enter (2) Total support other than gross investment income (interest, dividends, rents, payments fon secunties loans (eection 512(a)(5)) orroyalties). =. (2) Support trom general pubic and 5 or more exempt forgamzations as provided in Section 4942()(3](8)(H)- = + (2) Largest amount of support fom an exempt organization (8) Gross investment income EM] Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year—see page 27 of the instructions.) 1 Taformation Regarding Foundation Managers: ‘8 List any managers ofthe foundation who have contributed more than 2% ofthe total contributions received by the foundation Before the close of ny tax year (but only ifthey have contnbuted more than $5,000) (See section 807 (3)(2) ) List any managers ofthe foundation who own 10% or more ofthe stock of corporation (or an equally large portion of he fonnership of @ partnership or other entity) of which the foundation has 2 10% oF greater interest 2 Information Regarding Contribution, Grant, Git, Loan, Scholarship, ete, Programs: ‘Check here BT ifthe foundation only makes contributions to preselected charitable organizations and does not accept Unsolicited requests for funds Ifthe foundation makes giRs, grants, ete (see page 26 of the instructions) to individuals oF organvzations Under other conditions, complete tems 29,8, ¢) an & 1 The name, addres, and telephone number ofthe person to whom applications shouldbe addressed SSisw countHouse noab SUITE 200 (oaye7ss600 ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION ANO WHICH MEET THE CRITERIA LISTED IN ATTACHMENT 14 Eteanur AnD sUCcINCTLY STATE 1 PROSPECTIVE GRANTEE’ MISSION AND GOALS, SPECIFIC PROJECT FOR WHICH EMAit aboness oF Tie paittanr CONTACT PERSON, AND, 5 CURRENT ANNUAL BUDGET ORAUDITEO FINANCIAL. GonraisurioNs) secuneD fon THe PROJECT BECAUSE THE FOUNDATION GENERALLY ONLT SUPPORTS SECTION 503(¢) exener Faomepenauince meranas in SECTION SOLICKO) ORGANIZATION AND IS CLASSIFIED ASA PUBLIC. © Any submission deadlines: = @ Any restrictions or imitations on awards, such as by geographical areas, charitable falds, kinds of institutions, or other THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE EhARLES G| KOCH CHARITAGLE FOUNDATION FOSTERS THE PARTNERSHIP OF SCIENTISTS AND PRACTITIONERS iN Toots twat ENABLE INDIVIDUALS, INSTITUTIONS AND SOCIETIES TO FROSPCR THE CHARLES G KOCH CHARITABLE Positive SOCIAL CHANGE THe FOUNDATION ENCOURAGES ORGANIZATIONS SEEKING SUPPORT TO FIRGT FAMILIARIZE Foumoution munca sevenac ineiTa Tons ON THE REGUEETSIT CONGTOENE The FoUNOATION PRIWARILY MAKES Form 990-PF (2010)Form 990-PF (2010) Page 14 Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment ‘howany reatonshipte. | FeUm¢#29 | pursoey of grantor Amoune See Adetonal Dafa ble © Roprved for faare payment See Adéivonal Date Toba Total > FRSCR Form 990-PF (2010)Form 990-PF (2010) Z ‘Analysis of Income-Producing Activities Page 42 - lRelated or exempt ia a 5 wm | heten income 1 Program service lurness code] armunt | exctuson code | amount _ | (Ste 9838 28 of . 4 2 mrt on sera and emp cnh vein w ra 4 Dividends and interest rom secures. Ta 1 Debt tmances prover. Bit dabtsnanced property. : 6 trea cone of) om pon my 8 arr (oo sso at tran vey i E08 9 Wet income or (oes) om special evente 40 Gross pratt o ons) Hom sales of avenory. 11 Otherraverue . 4 42 Sibiotal Add columns (8), and) Waa 13 Total. Ads line 12, columns (6), (8), and (e) (See worksheet in line 13 instructions on page 28 to vent) EI_Relationship of Activities to the Accomplishment of Exempt Purposes. Explain below now each activity for which income is reported n column (e) of Part XVI-A contributed importantly the accomplishment of the organization's exempt purposes (other then by providing funds for such purposes) {See Line No. page 28 ofthe structions } mETY T2577 Form 990-PF (2010)Form 990-PF (2010) Page 43, EAMES Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 7 Da the oanaaton duet ordre engoge many ofthe fling wil’ any Oe omanaaton SesrBed Secon je | No S01) ofthe Coe (other tan secon 5063) ogenzatons i section 527 celingto pltealorgencatons? CO ee ee ee lI (2) omersssets. ee ee faet@yl me b other transactions (A) Sales ofassets to 8 nonchantable exempt organization, © ee ve ee ee ee ee es fae] | no (2) Purchases of assets fom a nonchantable exampt organization, ©. ee we ee ew ee fameayl | ne 2) Rental offacities, equipment, or otherassets. 6 we eee faogay] [ne (4) Rembursement arrangements se ee ee ee faoe@nl ne (6) connalocienn puncammuegs 0 ees ali (6) Performance of services or membership or fundraising solettations. ss se ee ew ee we + [aot] [no € Sharing offacities, equipment, mailing lists, other assets, orpaidemployees. © ev ve ee ee ee ee Lae No 4 Ifthe answer to any ofthe above i= “Yes,” complete the following schedule Column (b) should always show the fir market value af the goods, other easels, or services given by the reporting foundation Ifthe foundation received less tha fair market value Im any transaction or sharing arrangement, show n column (a) the value ofthe goods, other assets, or services received (2) ne No | (@) Amount ved _| (6) Name of norsartable exempt omancaton |__(4) Descrpton of andes, tareactog an sharngarangerents Gas the foundation dvactly or indirectly afiiated wih, or elated to one or mare teivexempt organisations descnbed in section $04(c) of the Code (other than section 501(c)(3)) or in section 5277... . . . . . . . Yes Mo b 1f-Yes," complete the folowing schedule () Name of oenaaton Ley rpe otoanaaton () desapton of etwas Under penalties of penuy, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge ang belie, it's true, correct, and complete Declaration of preparer (other than taxpayer or guclay) is based on all information of which preparer has any knowledge 2 Date PrN 3 Check ifs = brosares b MITCHELL CADDELL emotovea eT S | 9, |Siansture 2 |_t2 @ |ZESlrmwsname + BKD LLP Foom's EIN iy 74 S55E W WATERFRONT PRY STE 300 waren > WICHITA, KS 672066601 Phone no (316) 265-2614 Form 990-PF (2010)[efie GRAPHIC print DO NOT PROCESS [As Filed bata] Dun osaoraroorsast Schedule B Schedule of Contributors | Sue 18-0047 (Form 990, 990-2, Seven) > tach Form 980, 990-2, oF 990-F. 2010 Name of organization ‘Employer Identification number 49-0910408 ‘Organization type (check one) Filers of: Section: Form990 or 990-€2 T sone) (enter nunber) organzaton T 4947(a)(1) nonexerpt chartable rust not veated as a private foundation T 527 poltval organzation Form990-FF F 501(c)(3) exempt private foundaton 4947(a)(1) nonexempt chartable trust reated as a prvate foundation 501(¢\3) taxable private foundation ‘Check f your organzation covered by the General Rule or a Special Rule Note. Only @ section 501(¢)7), (8), oF (10) organzaton can check boxes for both the General Rule and @ Special Rule See instructons General Rule— F For an organzaton ting Form 90, $90-£2, or 990-FF that recewed, dusing the year, $5,000 or more (In money or property) fromany one contributor Complete Parts land I Special Rules For 8 section 501(c)(3) organzzation fling Form 60 or 990-E2, that met the 335% support test ofthe regulations Under sections 509(a}(1) and 170(b)(7\A)(u), and received fromany one contrButer, dung the year, a contibuton of the greater of (1) $5,000 or (2) 2% of the amount on 1) Form380, Part Vil, ine Th, or) Form8G0-Ez, ine 1 Complete Parts land F Fora secton 601(¢)(7), (8), oF (10) organzaton fing Form 990, or 960-62, that recenved fromany one contrbutor, dunng the year, aggregate contnbutons of more than $1,000 for use exclusively for relgious, chartabl sctentfc, iterary, or educational purposes, or the prevention of cruety to chidren or animals Complete Parts |, and 0 Fora section 501(c)(7), (8), oF (10) organzaton filng Form 980, or 960-€2, that recerved fromany one contributor, dung the year, contrbutons for use exclusively tor relgous, chartable, etc , purposes, but these contributons did not aggregate to more than $1,000 I ths box checked, enter here the total contributions that were recewed durng the year for an exclusively reigous, chantable, etc, purpose Do not complete any of the pars unless the General Rule apps to ths organgation because & recewed nonexcliswely rebgious, chartable, tc , contrbutons of $5,000 or mere Snotennt eas Caution. An Organzation thats nat covered by the General Rule andlor the Special Rules does not fle Schedule & (Form350, {990-E2, or 860-FF), but e must answer “No” on Part W, ne 2of ts Form860, or check the box on in Hof ts Form980-£2, or on ine 2 of ts Form 990-PF, to certfy that f does not meet the fling requrements of Schedule B (Form 990, {990-E7, oF 860-FF) For Paperwork Reduction At Notice ee the Inirachone at No S05Tax (Form 990, 0.52, or 90.97) (200)‘Schedule & (Form 990, 990-£Z, or 990-PF) (2010) Name of organization Pogo 1 of 1 of Parti ‘Employer Identification number 48-0918408 Contributors (see Instructons) @ Name, address, i) Aggregate contributions @ ‘Type of contribution 4111 € 37TH STREET N 8 42,034,259 Person 7 Payroll Noncash (Complete Part I there 3 noneesh contebuton (a) No. oy Name, address, and ZIP +4 @ Aggregate contributions @ Type of contribution Person 7 Payroll Noneash © Name, address, @ Aggregate contributions @ Type of contribution Person Payroll 7 Noneash (a) No. @ Name, address, and ZIP +4 ) Aggregate contributions @ Type of contribution Person Payroll Noneash o Name, address, and ZIP +4 © ‘Aggregate contributions @ Type of contribution Person Payroll 7 Noneash 3 noneashcontbuton (a) No. @ Name, address, and ZIP + 4 i) Aggregate contributions @ Type of contribution Person Payro 7 Noncash (Complete Part I there 3 noneesh contebuton reese erecta Ieee‘Schedule & (Form 990, 990-£Z, or 990-PF) (2010) Poge 1 of _1_of Parti = Ss — : ; a : Part I sf ee (see instructions) : oe : Part I sf ee (see instructions) : : = : Part 4 re (see instructions) : a : : errr eee‘Schedule & (Form 990, 990-£Z, or 990-PF) (2010) Name of organization Pogo _1_ of 1 of Part Employer Identification number 45-0918408 Exclusively religious, charitable, ete, Individual contributions to section 01(¢)7), (8), oF (10) organizations ‘aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the folowing ine entry ) For organzatons completing Parti enter the total of exclusively relgous, chartabe Contributors of $1,000 oF less for the year (Enter ths formation once See nstructons ) $ ete (a) No. ele © © () pet Purpose of gift Use of itt Description of how gifts held 7 Transfer of git ‘Transferee's name, address, and ZIP +4 Relationship of transferor to transferee Sine. © Cy (s) ney Purpose of gift Use of gift Description of how gift is held i) Transfer of gift Transferee's name, address. and ZIP +4 Relationship of transferor to transferee we oy () @ par Purpose of gift Use of gitt Description of how gifts held e) Transfer of git Transferee's name, address. and ZIP +4 Relationship of transferor to transfer (aye. ) ) (8) et Purpose of gift Use of gitt Description of how git is hel i) Transferee's name, address, and ZIP +4 Transfer of gift Relationship of transferor to transferee ise eceeeaee nr aForm 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient recipient is an nvidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontribution Name and agdress (home or business) | af foundation manager | recipient orsubstential contnbutor 12 Pad during the year 161 OTTAWA AVENUE NW : GRAND RAPIDS, M1 49503, ALEXANDER HAMILTON INSTITUTE | NONE PuaLic EDUCATIONAL PROGRAMS, 14,360 CLINTON, NY 13323, 614 WSUPERIOR ST 1726 M STREET NW AMERICAN SPECTATOR NONE PuBLIC ‘GENERAL OPERATING 10,000 1611 NORTH KENT ST ARLINGTON, VA 22201 AMERICAN UNIVERSITY NONE PusLic EDUCATIONAL PROGRAMS, 10,000 Nw 501 COLLEGE STREET ENTERPRISE EDUATION : CHATTANOOGA, TN 37403 ARKANSAS TECH UNIVERSITY [NONE Puauic EDUCATIONAL PROGRAMS, 8,500 RUSSELLVILLE,AR 72801, ARTS RSCIENCES FOUNDATION [NONE Puauic EDUCATIONAL PROGRAMS, 150,000 103 SOUTH BUILDING CHAPEL HILL,NC 27599 300 N BEATY ST Po 80x 7000 : AZUSA,CA 917027000 2000 UNIVERSITY AVENUE . PO 80x 5000 ONE BEAR PLACE os ee 45,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient recipient is an inavidual, | Foundation Purpose of grant or ‘Amount show any telationship to | status of eontribution ‘Name and address (home or any foundation manager | recipient business) orsubstential contnbutor ‘8 Pad during the year Po 80x 495024 : BETHEL COLLEGE NONE PuBLIc EDUCATIONAL PROGRAMS, 8,505 MESHAWAKA,IN 46545 BILL OF RIGHTS INSTITUTE NONE PuBLIC EDUCATIONAL PROGRAMS, 300,000 Surte 200 FOUNDATION " BoIsE,1D 63706 ‘BROWN UNIVERSITY NONE PuBLic EDUCATIONAL PROGRAMS, 116,978 PROVIDENCE, RI 02912 ‘CAMPBELL UNIVERSITY NONE Puauic EDUCATIONAL PROGRAMS, 13,600 BUIES CREEK,NC 27506 1513 16TH ST NW SUPPORT : 1 UNIVERSITY DRIVE ; University . CHARLESTON, SC 29406 CHRISTENDOM COLLEGE NONE PuaLic EDUCATIONAL PROGRAMS, 5,100 FRONT ROYAL, VA. 22630 400 N CLAREMONT BLVD . CHRISTOPHER NEWPORT UNIV [NONE PuBLic EDUCATIONAL PROGRAMS, 6,000 1 UNIVERSAL PLACE eal 35,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Name and address (home or business) recipient isan inawidual, ‘how any felationship to any foundation manager Foundation Purpose of grant or ‘Amount ‘8 Pad during the year 13 OAK ORIVE COLLEGE OF CHARLESTON 65 GEORGE STREET NONE Pusuic EDUCATIONAL PROGRAMS, 29,919 FOUNDATION TRENTON,N3 08628 COLLEGE OF WILLIAM & MARY WILLIAMBURG,VA 231878795 NONE Pusuic EDUCATIONAL PROGRAMS, 4,800 ‘COLORADO COLLEGE COLORADO SPRINGS,CO 80903 NONE pusuic EDUCATIONAL PROGRAMS, 9,000 Po 80x 868 SUPPORT CALIFORNIA STATE UNIVERSITY - 25600 CARLOS BEE BLVD NONE pusuic EDUCATIONAL PROGRAMS, 7,000 DELAWARE STATE UNIVERSITY 1200 NORTH DUPONT HIGHWAY NONE Pusuic EDUCATIONAL PROGRAMS, 7,250 109 NORTH HENRY ST 81 BEVERLY DRIVE DUQUESHE UNIVERSITY 600 FORBES AVENUE FOUNDATION FOR INDIVIDUAL 601 WALNUT STREET PHILADELPHIA,PA 19106 NONE PuBuic GENERAL OPERATING 475,000 FORT MVERS,FL 33965 211 WESTCOTT BUILOING > 3Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Name and address (home or business) TFrecipent isan indwidual, ‘how any relationship to any foundation manager orsubstential contributor Foundation Purpose of grant or ‘Amount 12 Pad during the year EDUCATION IRVINGTONONHUDSON, NY 10533 FRASER INSTITUTE VANCOUVER, BRITISH COLUMBIA ca NONE PuBLic EDUCATIONAL PROGRAMS, 150,000 414 N MERIDIAN STREET GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE NONE puBLic GENERAL OPERATING PROGRAMS 3,667,144 GEORGE WASHINGTON 805 21ST STREET NW NONE PUBLIC EDUCATIONAL PROGRAMS, 15,000 university MILLEDGEVILLE, GA 31061 (GEORGIA STATE UNIVERSITY ONE PARK PLACE SOUTH NONE PuBLic EDUCATIONAL PROGRAMS, 10,000 505 TENTH STREET 100 CAMPUS DRIVE GROVE CITY,PA 16127 HAMPDEN-SYDNEY COLLEGE HAMPDEN SYDNEY, VA 23943 NONE PuBLIC EDUCATIONAL PROGRAMS, 16,000 HANOVER,IN 47243 HENDERSON STATE UNIVERSITY 1100 HENDERSON STREET NONE uate EDUCATIONAL PROGRAMS, 6515 HILUSDALE COLLEGE HILLSDALE,ME 49242 NONE PuBLIc EDUCATIONAL PROGRAMS, 26,000 INDIANA UNIVERSITY BLOOMINGTON,IN 474057000 NONE PuBLIC REFUND OF UNUSED FUNDS 2,400 INSTITUTE FOR HUMANE STUDIES Suite 440, NONE PuBLIC GENERAL OPERATING 2,159,500 > 38Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Tfrecipient is an ndwidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontribution Name and agdress (home or business)| a" foundation manager | recipient or substantial contnbutor 12 Pad during the year 111 PRESIDENTIAL BLVD : PHILADELPHIA,PA 19004 JACKSONVILLE STATE NONE pusuic EDUCATIONAL PROGRAMS, 6,000 700 PELHAM ROAD NORTH DAMES MADISON INSTITUTE. NONE Pusuic EDUCATIONAL PROGRAMS, 7,500 FounDaTION : HARRISONBURG, VA 22607 601. MAIN STREET PO 60x 359 209 WKINGSHIGHWAY 1032 W SHERIDAN RD FROM 2009 GRANT ORLEANS : NEWORLEANS,LA 70128 LOUISIANA STATE UNIVERSITY | NONE pusuic EDUCATIONAL PROGRAMS, 11340 3838 WEST LAKESHORE DRIVE MARKET BASED MANAGEMENT | NONE PRIVATE | GENERAL OPERATING 445,000 MERCER UNIVERSITY NONE Pusuie EDUCATIONAL PROGRAMS, 10,500 MACON, GA 31207 DENVER FOUNDATION : SUITE 900 503 THOMPSON STREET 304 SOUTH CASE HALL : To ee 45,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient recipient is an nvidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontribution Name and agdress (home or business) | af foundation manager | recipient orsubstential contnbutor 12 Pad during the year FOUNDATION : WICHITA FALLS, Tx 76308 MILLIGAN COLLEGE NONE PuaLic EDUCATIONAL PROGRAMS, 3,000 MILLIGAN COLLEGE,TW_ 37682 TecHNOLOGY ° CAMBRIDGE, MA_021394301 3070 LINFIELD HALL : MONTCLAIR STATE UNIVERSITY [NONE PuBLIC EDUCATIONAL PROGRAMS, 8,000 TNORMAL AVENUE 202 HOWELL-MCDOWELL BLDG RESEARCH 233 PENNSYLVANIA AVE SE 32D : WASHINGTON,DC 20003 NATIONAL UNIVERSITY NONE PuBLic EDUCATIONAL PROGRAMS, 10,500 LA3OLLA,cA 92037 NETWORK OF ENLIGHTENED NONE PuaLic GENERAL OPERATING 2,500 1210 MASSACHUSETTS AVE NW 19. WATH STREET 6FL " NORTH CAROLINA STATE NONE PuBLIc EDUCATIONAL PROGRAMS, 4,000 CAMPUS BOX 7003, NORTHEASTERN STATE NONE PuaLic EDUCATIONAL PROGRAMS, 8,400 UNIVERSITY TAHLEQUAK 705 GRAND. TAHLEQUAH, OK 74466 NORTHERN ILLINOTS RESEARCH [NONE PuaLic EDUCATIONAL PROGRAMS, 5,000 1425 WEST LINCOLN HWY UNIVERSITY FOUNDATION ALVA,OK 73717 NORTHWOOD UNIVERSITY - TEXAS [NONE PuBLic EDUCATIONAL PROGRAMS, 8,000 1114 WeM 1382 To ee 45,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Tfreciprent © an individual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontrbution Name and address (home or business) | af foundation manager | recipient orsubstential contnbutor 12 Pad during the year 4000 WHITING DRIVE 2031 GARBER ST " OGLETHORPE NONE PusLic EDUCATIONAL PROGRAMS, 5,000 ATLANTA,GA 30319 Po 80x 869 : ‘OHIO UNIVERSITY FOUNDATION [NONE PuaLic EDUCATIONAL PROGRAMS, 14,000 ATHENS,OM 45701 PEPPERDINE UNIVERSITY NONE PuBLIC EDUCATIONAL PROGRAMS, 18,950 MAUIBU,cA 902634619 PHILANTHROPY ROUNDTABLE [NONE PuaLic ‘GENERAL OPERATING 25,000 SUITE 503, ONE MASSACHUSETTS AVE NW : WASHINGTON, DC 20002 PHILLIPS SCHOOL OF BUSINESS [NONE PuaLic EDUCATIONAL PROGRAMS, 2,000 833 MONTLIEU AVENUE 503 SOUTH BROAD STREET PROVIDENCE COLLEGE NONE Puauic EDUCATIONAL PROGRAMS, 5250 1000 REGENT UNIVERSITY DR : RESEARCH FOUNDATION OFTHE [NONE PuaLic EDUCATIONAL PROGRAMS, 12,000 101 BROAD STREET 2000 N PARKWAY : 6001 UNIVERSITY BOULEVARD me a a 11,192,922Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Tfrecipient is an ndwidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontribution Name and agdress (home or business)| a" foundation manager | recipient or substantial contnbutor 12 Pad during the year 5050 EAST STATE STREET : 430 S MICHIGAN AVENUE " ROYAL INSTITUTION FOR ADV OF | NONE pusuic EDUCATIONAL PROGRAMS, 6,000 855 SHERBROOKE ST W MONTREAL, QUEBEC QC HCA2T? 805 BROWER ROAD : SAGINAW VALLEY STATE NONE PuBuie EDUCATIONAL PROGRAMS, 4,940 7400 BAY RD BROWN 342, FOUNDATION . SALISBURY, MD 219022655 SALVATION ARMY NONE Pusuic EDUCATIONAL PROGRAMS, 50,000 ALEXANORIA, VA. 22323 SAN JOSE STATE UNIVERSITY [NONE Pusuic EDUCATIONAL PROGRAMS, 16,500 ONE WASHINGTON SQUARE SAN JOSE,CA 95192 SARAH LAWRENCE COLLEGE NONE Pusuic EDUCATIONAL PROGRAMS, 9,000 BRONXVILLE,NY 10708 SETOW HALL UNIVERSITY NONE pusuic EDUCATIONAL PROGRAMS, 10,431 SOUTH ORANGE,N} 07079 815 NORTH BROADWAY ‘SMITHSONIAN INSTITUTE NONE puBic EDUCATIONAL PROGRAMS, 55,000 60 GARDEN STREET SOUTHERN ILLINOIS UNIVERSITY | NONE PuBuic EDUCATIONAL PROGRAMS, 14,976 1235 DOUGLAS ORIVE University DALLAS, Tx 752750333 ST CLOUD STATE UNIVERSITY [NONE Pusuic EDUCATIONAL PROGRAMS, 5,500 720 4TH AVENUE SOUTH To ee 45,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient recipient is an nvidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontribution Name and agdress (home or business) | af foundation manager | recipient orsubstential contnbutor 12 Pad during the year 3690 EAST AVENUE : 8000 UTOPIA PARKWAY " QUEENS, NY 11435 ST LAWRENCE UNIVERSITY NONE PusLic EDUCATIONAL PROGRAMS, 10,000 CANTON,NY 13617 STILLMAN COLLEGE NONE PuaLic EDUCATIONAL PROGRAMS, 7,500 TUSCALOOSA,AL 95403 STONEHILL COLLEGE NONE PuBLic EDUCATIONAL PROGRAMS, 13,496 EASTON,MA 02357 STUDENTS FOR LIBERTY NONE PuaLic EDUCATIONAL PROGRAMS, 20,000 ARLINGTON, VA 22216 SUFFOLK UNIVERSITY NONE Pusuic EDUCATIONAL PROGRAMS, 209,697 BOSTON,MA 021082770 TEXAS STATE UINVERSITY-SAN [NONE PuaLic EDUCATIONAL PROGRAMS, 7,500 602 UNIVERSITY DRIVE stuoles . WASHINGTON,DC 20009 350 STH AVENUE ‘ NEWYORK,NY 10118 300 SUMMIT STREET : Fray university Founoation wONE Puauic | EDUCATIONAL PROGRAMS 240,000 216 abams aoministaation FFRov.au 36082 Us Founoation senvices inc [wone Puatic | EDUCATIONAL PROGRAMS 7360 UMIvEnsiTy OF ALABAMA - wone pustic _|eoUcATIOWAL PROGRAMS @000 Hd spaniovan onve nssre os ee 45,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient ‘Name and address (home or business) recipient is an inéwvidual any foundation manager Foundation Purpose of grant or ‘Amount UNIVERSITY OF ALASKA PO 80x 755000 NONE PuBLIC EDUCATIONAL PROGRAMS, 11,500 FOUNDATION Tuscon,az 85719 UNIVERSITY OF ARKANSAS 2801 SOUTH UNIVERSITY AVE NONE puBLic EDUCATIONAL PROGRAMS, 6.055 Davis DAVIS,CA 95616 Los ANGELES LOS ANGELES,cA so09si656 UNIVERSITY OF CALIFORNIA - 900 UNIVERSITY AVENUE NONE PuBLIC EDUCATIONAL PROGRAMS, 15,000 BouLDER,co 90302 UNIVERSITY OF DALLAS IRVING, Tx_75062 NONE PuBLic EDUCATIONAL PROGRAMS, 16,000 UNIVERSITY OF DAYTON DAYTON,OM 45469, NONE PuBLic EDUCATIONAL PROGRAMS, 15,000 4361 HARVEST LANE SPRINGFIELO SPRINGFIELO, IL 62703 UNIVERSITY OF KENTUCKY LEXINGTON, RY 40526 NONE PuBLic EDUCATIONAL PROGRAMS, 2,000 UNIVERSITY OF LOUISVILLE Louisvitte,ky 40292 NONE PuBLic EDUCATIONAL PROGRAMS, 31,055 NINE OGRIEN AVENUE > 38Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Tfrecipient is an ndwidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of ontribution Name and agdress (home or business)| a" foundation manager | recipient or substantial contnbutor 12 Pad during the year couumala : COLUMBIA, MO 652111230 UNIVERSITY OF NORTH CAROLINA | NONE pusuic EDUCATIONAL PROGRAMS, 5,000 103 SOUTH BUILDING cB 9200 UNIVERSITY OF NEBRASKA NONE PuBuic EDUCATIONAL PROGRAMS, 10,000 6001 DODGE STREET UNIVERSITY OF NEVADA RENO [NONE Pusuie EDUCATIONAL PROGRAMS, 8,000 41664 N VIRGINIA STREET UNIVERSITY OF NOTREOAME [NONE PuBuic EDUCATIONAL PROGRAMS, 9,650 NOTRE DAME,IN 46556 UNIVERSITY OF OKLAHOMA NONE puBuic EDUCATIONAL PROGRAMS, 3,000 NORMAN,OK 730190390 UNIVERSITY OF SAN DIEGO NONE Puuic EDUCATIONAL PROGRAMS, 9.317 SAN DIEGO,CA 92110 UNIVERSITY OF SOUTH FLORIDA | NONE Pusuic EDUCATIONAL PROGRAMS, 5,000 4202 £ FOWLER AVENUE ALC100 PASO : EDINBURG, Tk 79968 UNIVERSITY OF TEXAS PAN NONE pusuic EDUCATIONAL PROGRAMS, 18,300 1201 WUNIVERSITY DRIVE UNIVERSITY OF WASHINGTON [NONE PuBuie EDUCATIONAL PROGRAMS, 7,000 FOUNDATION INC : PENSACOLA,FL 32514 CLAIRE EAU CLAIRE, Wi 547024004 UNIVERSITY OF WISCONSIN NONE puBuic EDUCATIONAL PROGRAMS, 5400 500 LINCOLN DRIVE 26 WESTHAMPTON WAY : To ee 45,492,922,Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment Recipient recipient is an ndwidual, | Foundation Purpose of grant or ‘Amount show any relationship to | status of eontribution Name and agdress (home or business)| any foundation manager | recipient 12 Pad during the year 307 UNIVERSITY BLVD W : 1400 OLD MAIN HI : WAKE FOREST UNIVERSITY NONE pusuie EDUCATIONAL PROGRAMS, 6,610 WINSTON SALEM, NC 27106 WESLEYAN NONE puBuic EDUCATIONAL PROGRAMS, 9,000 MACON,GA 31210 WEST VIRGINIA UNIVERSITY NONE Puuic EDUCATIONAL PROGRAMS, 272,300 (ONE WATERFRONT PLACE 7TH MORGANTOWN, WW 265071650 WESTERN KENTUCKY UNIVERSITY [NONE Pusuic EDUCATIONAL PROGRAMS, 6,000 1906 COLLEGE HEIGHTS BLVD 345 BOYER AVENUE : University . WINSTON SALEM,NC 27110 1903 W MICHIGAN AVENUE . 3330 N WOODLAWN SUPPORT a el 45,492,922,Form 990PF Part XV Line 3b - Grants and Contributions Approved for Future Payment Recipient recipient isan individual, | Foundation Purpose of grant or ‘Amount show eny relationship to | status of ‘contnbution any foundation manager | recipient Name and address (home or business) | #7 foundation manager, fe Aoproved for future payment FLORIDA STATE UNIVERSITY211 [NONE Pusuic EDUCATIONAL 1,043,000, TALLAHASSEE,FL_ 323061470 (GEORGE MASON UNIVERSITY NONE Pusuic EDUCATIONAL 350,500, Rive ASHBURTON PLACE PROGRAMS " FOUNDATION1113 N CHERRY AVE PROGRAMS " TUSCON,AzZ 857210109 STATE UNIVERSITY PROGRAMS FOUNDATIONONE WATERFRONT PROGRAMS 7TH FLOOR HALL PROGRAMS " CLEMSON, SC 296341301 Tole ee hb 3,019,339,RAPHIC print DO NOT PROCESS | As Filed Data - | TY 2010 Accounting Fees Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 DLN: 3491319013451) Category ‘Amount. Net Investment Income ‘Adjusted Net Income Disbursements for Charitable Purposes SERVICES FEESGRAPHIC print - DO NOT PROCESS _| As Fil Data DLN: 93491319013451 Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing. TY 2010 Depreciation Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 TY 2010 Depreciation Schedule Description of ° Coster other ] Prior Years! | Computation Method wate / Net investment | Adjusted Wet] Cost of Goods Property equtred ‘sie Depreciation Lite (of yoars) Income” ncome: oid Not OmiceequiPnewt | 201-001 365500 37% |S OmIcEequiPNewT | 2010-04-01 6653 3,806 | 5 2306 ‘OFFICE EQUIPMENT 70.206 = Z 104670RAPHIC Note TY 2010 Expenditure Responsi int - DO NOT PROCESS As Filed Data ity Statement ‘0 capture the full content of this document, please select landscape mode (11” x 8.5' Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 when printing. 3491319013451 Granted Nanw | Granted Address | Gant bate | amt (Gent Purpore ‘Any ] Dates of Reports By | Dateot Results of Verfcation amount Diya By Grantee veritcationfile GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93491319013451, TY 2010 General Explanation Attachment Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Identifier] Return Explanation Reference SUMMARY OF |FORMG90- | KOCH ASSOCIATES PROGRAM During 2010 the Charles G Koch Chartable Foundation sponsored mre than ORECT PF, PART | 145 ndividuals t participate m the Koch Associate Program 27 Washington, DC area chartable organzations cHarmaate |A and 23 chartable organzatons outside of Washington, D(C w ere partners inthe program The Koch ACTNITES ‘Assooite Programw as establshed to dently potential future leaders and entrepreneurs interested ntberty and help them develop the know ledge, skils, and experince necessary for careers inthe nonprofit sector, Including careers wn market-oriented thnk tanks, poley institutes, and other educatonal msttutlons For mere information on ths program please vist the Foundation’s website at www egktoundation org KOCH INTERNSHIP PROGRAM During 2010 the Charles G Koch Chanttable Foundation sponsored more than 87 individuals to participate m the Koch internship Program The Charles G Koch Chartable Foundation internship Programwas establshed to develop the next generation of iberty-mnded leaders, educators, and entrepreneurs Over the course ofthe program Interns engage n research and educetonal activttes while learning and applying Market-Based Management For more information on ths program please vist the Foundation's webste at www egkfoundation orgRAPHIC print DO NOT PROCESS | As Filed Data - | DLN: TY 2010 Investments - Other Schedule 3491319013451) Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Category/ Item Listed at Cost or] Book Value _| End of Year Fair FMV Market Value ZAZOVE FUND FMV 6,873,232 7,454,202 EATON VANCE FUND FMV 53,295 322,199 EXCELSIOR ABSOLUTE FUND FMV 52,714 99,039 ELLIOT INTERNATIONAL FUND FMV 5,000,000 5,060,205 HIGHLAND COMMINGLED FUND FMV 10,000,000 11,260,169 MPAM FUND FMV 35,000,000 35,277,446 PILOT TRAVEL CENTERS FMV 9,860,928 10,000,000 PIMCO FUND FMV 26,345,344 27,675,757, WEBER STEPHEN PRODUCTS FMV 24,750,000 25,083,333 OTHER INVESTMENTS, FMV 0 0[efile GRAPHIC print — DO NOT PROCESS TAs Filed Data — J TY 2010 Land, Etc. Schedule DLN: Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 3491319013451) Category / Item Cost / Other | Accumulated ] Book Value | End of Year Fair Basis Depreciation Market Value OFFICE EQUIPMENT 366,620 168,100 198,520 OFFICE EQUIPMENT 46,659 7,612 39,047 OFFICE FURNITURE 270,325 7,258 193,067 LEASEHOLD IMPROVE 1,000,652 418,398 582,254 OFFICE EQUIPMENT 40,286 10,670 29,616[efile GRAPHIC print — DO NOT PROCESS TAs Filed Data — J TY 2010 Legal Fees Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 DLN: 3491319013451) Category ‘Amount Net Investment Income ‘Adjusted Net Income Disbursements for Charitable PurposesGRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93491319013451, TY 2010 Other Expenses Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Description Revenue and Expenses] Net Investment | Adjusted Net Income | Disbursements for er Books Income Charitable Purposes TELEPHONE 20,215 28,456 MEMBERSHIP & UES 6.498 6498 AWARDS /INCENTIVES 10,266 10,266 MISCELLANEOUS 65 65[efile GRAPHIC print — DO NOT PROCESS TAs Filed Data — J DLN: TY 2010 Other Income Schedule 3491319013451) Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Description Revenue And [Net Investment | Adjusted Net Income Expenses Per Books IncomeGRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93491319013451, TY 2010 Other Professional Fees Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Category ‘Amount, Net Investment | Adjusted Net | Disbursements for Income Income. Charitable Purposes PROFESSIONAL CONSULTING 26,501 103,082 TAY ESTHENT HANAGEHENT 53,156 534568 ° LAND MAINTENANCE FEES 1494 1494 ° RECRUITING FEES 12,537 12,537 TEMPORARY HELP 31,910 31,910 ADVERTISING FEES 2,797 2797 SPEAKER FEES 10,500 10,500 EQUIPMENT/MAINTENANCE 18,729 20,240GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93491319013451, TY 2010 Taxes Schedule Name: CHARLES G KOCH CHARITABLE FOUNDATION EIN: 48-0918408 Category ‘Amount | Net Investment | Adjusted Net | Disbursements for Income Income Charitable Purposes VA BUSINESS PROPERTY TAX 24,194 24,196Additional Data Software 11 Software Version: 48-0918408, CHARLES G KOCH CHARITABLE FOUNDATION Form 990PF Part VIII Line 4 - List all officers, directors, trustees, foundation managers and their ‘compensation (a) Name and adaress (b) Title, and average | (e) compen: (a) Contributions to. | (e) Expense account outs per week (if not paid, enter | employee benent” | other allowances devoted to position e plans and deterrea PO BOX 2256 bai PO BOX 2256 PO BOX 2256 ae oa oinecvoR ° ° ° aancana o ° ° PO BOX 2256 bad ot ° ° ° 1515 N COURTHOUSE RD SUITE = ARLINGTON, VA 22201