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  • KochCharitableFnd 990 08

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    Private Foundation or section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation. Foundation may be able to use a copy of thts return to satIsfy state reporting requirements.

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    KochCharitableFnd_990_08

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    Private Foundation or section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation. Foundation may be able to use a copy of thts return to satIsfy state reporting requirements.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    206 views39 pages

    KochCharitableFnd 990 08

    Uploaded by

    brookewilliams
    Private Foundation or section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation. Foundation may be able to use a copy of thts return to satIsfy state reporting requirements.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 39
    [site GRAPHIC print DO NOT PROCESS [As Filed bata~[ DIN; 9349132006135] com990-PF Return of Private Foundation ee neers Ss or Section 4947(4)(1) Nonexemot Charitable Trust : 2008 ‘Treated as a Private Foundation es Note: The foundston may be able fo ue copy of th eum to satel sate poring regurements Treasury Internal Revenue Sennce For calendar year 2008 , or tax year beginning 01-01-2008 and ending 12-31-2008 sae a nn gg ce Va es ag Penge ee vesthe ins | nsies6 ON cuntTHaeFouoaton es, 00s oxnerwize, 1 Tekh nmber Ge he nnn bernie, saad ee FD Be Fa ST ST cortype. | "> S0K2258 (16) 926-5552 see Spee Inetructions | OU oon, aa, wae FE {€evempton appa mpeg, cack he» eee eee D 4. Foren organgatons, check here: mee itcheck ype ofergansaton PF’ Secton 503 (cK) arent povat foundation 2. fomgnopsnantons mesg 8 ty F section 4947(2)(1) nonexempt chantable trust_[” Other taxable pnvate foundation Lau omaieseentdtctenies ‘I Fair market value of all assets at end | JAccounting method TF cash PM Accrual eels sorting ee te or Cee ase J other (specif) Ff the foundation 1s n a 60-month terminator inetopee 144.910050 (eat eau) musi ben ath bese) 2s eet man te r EEGET Analysis of Revenue and Expenses (7 ] (ay never m (@) Oebursements once sure Gams (eh ay mot rreverveard | wynermesment | (e)Asuted net | “orchrtade structions) ) - (cash basis ony) 1 Gonrbitons, of aan a, eve (Rad eto) ea 2 cmc te fan ot ee tach SB Se Gree rents Net rental income or toss) gg | 62. Net gninar (oss) tamale ofassets natn ine 10 0 z oc fora B | 2 capesigrinnat income (romPaniv,ine2) «=» Ty | 8 Netshort-term capital gain « 9 Income mositeatons Less Cost of goods cod €-Grous prot or (oa) (attach sched) 13 Compensetion of officers, directors, wustess, ete q & | see ecetees (tach schedule) : B | Accounting tos (attach schedule - ‘ls mz aa J Ta @ | © Other profesional fees (tach achedula) [aoa ae Ter E |a7 rnterest & [re tases attach schedule) eee the mstuctons). - Ta = E |} 19 Depreciation (attach schedule) and depletion - 85,827] & o = 630,322] 680,935 E [a3 otherexpenses (attach schedule). s 50.59 0554 S [24 Total operating and administrative expenses. B | rdsines iz twougb23 ee saree mags fase © las contributions, ois, grants paid... se ee 6,393,321 7,719,403 26 _ Total expenses and sbursement: Ad es 4 25 seam aa fear Net lnvetinent income (if negative, enter -0-) Eo €_Ahated net icone (negative, enter -0-) For Privacy Act and Paperwork Reduction Act Notice, see the instructions: Cat No 11285 Form 990-PF (2008) Form 990-PF (2008) Page 2 DENIER] batance sheets Sit vent yearammsony tose manione) | —fay bk ae | To) Bak Wael Fae Waa T Castononmierestbeamg.s sr re sa] 55 3058 Lass allowance for doubt accounts mse za mae 4 Pledges recenvable Less allowance for doubt acount B Recevables due om oticer, rectors, tustes, and ether disqualified persons attach schedule (see the 7 othernotes and loans racewabla attach schedule) sp| eee allowance fr coubtut secounts s00. Investments 5 and state governmantobhaaton (attach schedule} bb Investmants—corporate stock attach schedule) ev ss €. tnvestments—corpomnte bonds (atach schedule). vss 11, Investments—land, bung ond equpment basis _agr7e08 Less. accumulated depreciation attach schedule) sane sare smo Speen 13 Investmentsmother attach schedule) Fs vs le aaa TROT Ceo Less accumulated deprecintion (attach schedule) 106279 cooxley soi e010 15 other assets (descnbe® ) a7 16 Total aunt (0 be completed by al flee—aee the 7s Recon nie ae ncereed iene as a3 B| 20 Loans trom otcers, rectors, trustees, and other sisqulies persons B21 mortgages and other notes payable (atach schedule)... SF} 22 other habiities (describe ) 23_Toalibltes (ad nes 17 through 22) vv ww sss aon save Foundations that fellow SFAS 137, check here BFF 3] and.complete ines 24 tvough 26 and tines 30 and 31 Blas unrestricted. ee Glas Temporanlyresincted ss ee 2 ee =| and complete ines 27 tough 3. | 29 Retained earings, accumulated income, endowment, or ther funds 8|s0 Total net assets o und balances (cee the instructions) ima] aoa 231 Tota abities and net asets/tund balances (se the instructions) rane. risa [AMEE Anaiysis of changes in Net Assets or Fund Balances vith and-otyant hue reported on onervanrt etn) os eee ee ee ee Ld 180,020,651 oo ene ceurrerre ia ae 9934,009 3 oOtherincreases not included nine 2 (itemize) 3 3 Decreases not included ne 2 (tem) > 5 6 ___Totolnat assets orfund balances at end of year line 4 mus ine S)-Par Hi columa@ine30_ 6 170p08,642 Form 990-PF (2008) Form 990-PF (2008) Z TEV] 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 brick warehouse, or common stock, 200 shz MLC Co ) P—Purchase [by How acquvrea| fc) Date acqueed| (4) Date sola imo éayeyr) | (mo, éay. yr) Ta See Adaivonal Data Table (e) Gross sales price (Depreciation allowed (@) Cost or other basis (orallowabie) (hy Gain or (oss) (6) plus (f) minus (9) See Additional Date Table ‘Complete only for assets showing goin in columa (h) and owned by the foundation on 12/31/69 (EMV as 0f 12/51/69 G) Adjusted baste as of 12/31/69 (ko Excees of eo! (1) over cal (),ifany () Gains (Col (h) gain minus «01 (k), Bus not lees than -0-) or Losses (from col (h)) : MEEMINY_gualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(e) tax on net investment income ) f section 4940(4)(2) applies, leave this part blank \Vias the foundation liable forthe saction 4942 tax on the distributable amount of any yearn the bare period? T ves F No Yes," the foundation does not qualify under section 4940(e) Do not complete ths part 1LEnter the appropriate amount in each column for each year, 8 the instructions before making any entries se onod Jers Cloner 9 9, oevesion nto screams rearcaenter, | paused quoting dstrbatons | Wet vate of ronduntabiewse sels cot aE 2008 8,276,208 76,556,070 0.107965, 2005 4,646,986 47,043,504 0.097129, 2003 3,203,430 25,930,498) 0126626 Total ine 1, column (8). 2 0.490579 themumber of years the foundation fas been imevstenceiflese than Syems, sy | 3 oogs736 4 Enterthe net value of nonchantable-use azsets for 2008 from Part X, ine 5. 4 170,704,588 6 Enters ofnet investment income (14% of Part, line 270). ‘ $6,262 7 Adaines 5 and 6. 2 17,070,261 8 Enter quahtyng éstnibutions from Part XI, line 4, * 15,476,965 Iftine 1s equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using @ its fax rate See Form 990-PF (2008) Form 990-PF (2008) Excise Tax Based on Tavestment Income (Section 4940(a), 4940(b), 4940(e), 0 (948—see the instructions) Page 4 Exempt operating founfatons desebed msec 4540(4)(2), check here Be [~ and ener "WA" on ne 1 Date of ruling letter {attach copy of ruling letter if necessary-see instructions) Domestic foundations that meet the section 4940(e) requirements in Part V, check a 112,525 here De [rand enter 1% of Part,line27B 0 we Ab other domes fouratons enter 23 of ne 278 Exempt frean erganzatons enter 4% of Part Lhe 12 eo!

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