Charles Koch Foundation 480918408 2005 02A51F19Searchable

'
990-PF
Form
Department
ot lhef,easury
InternalRevenue
service
[E~'fENS~O~
~~Jf D
~@OS
Return of Private Foundation

or Section
4947(a)(1) Nonexempt
Charitable Trust
Treated as a Private Foundation
Note: The or amzat,on ma "tJe'able to use a
of this return to sat,s state re
year 2005, or tax year beginning

G Check all that aoolv
I I lmt1al return
For calendar
, 2005, and ending
__
I I Final
I I Amended
return
I I
return
Address
Name of organization
Use the IRS
label.
I,
'
Otherwise,
print
or type.
SeeSpecific
Instructions.
KS
Fair market value of all assets at erd

of year (from Part II, col (c), /me
76
o12
934
501(c~
exempt private foundation
I I Other
taxable
Contnbut1ono1fts.
grants,etc. rece1wd
(attachschedule)
Ch k ..._
if the foundation1snot requiredto
ec .....attachSch B
Interest on savingsand temporarycash investments
D1v1dendsand interest from secunt1es . . .
b Net rental incomeor (loss)

- 3. 5 8 7
6 a Net gam or (loss) from saleof assetsnot on line 10
b Gross salespncefor all
15 , 8 3 0, 218
assetson line 6a
c:
CII
>
CII 7
a:::
LJ
LxJ
30,020
(bl Net investment

income
2 61,
6 71
2 61
6 71
401
7 42
401
7 42
Other income (attach schedule)

Total. Add Imes 1 throuah 11 .
(.)
..... \!\\UV, ,
In
--11 l.UUOJ
-
. - -.
(/)'
_!,:!;;
OliU ~N. U !
17,996.
STMT
17.996.
663.656.
261
295.
NONE
35
541.
NONE
26,537.
Other employee salaries and wages

Pension plans, employee benefits . .
16a Legal fees (attach schedule) ~ T!-17' ~
in
~,vr2:a
- 84 , 47 6 .
Compensationof officers,directors,trustees,etc
:J:15
c:
(d) Disbursements
for charitable
purposes
(cash basis onlv)
(c) AdJusted net

income
REC
r-----:-:-:---:-::--::-t---------r---t-,=!;;!!=;!::~;!;;:===~~f--
UI
If private foundat1a, statuswas terminated
Net short-term capital gain
11
.....-
12~4[;3L_J.
'-------JC==:::;;~~~~~~~==+-
.f_2_14]3l.,.+_____
9 Income mod1f1cat1ons
1 O a Gioss salesless returns
and allowances 1---------+---------+-----------+----------+---------b Less Costof goodssold l~-------+---------+-----------+----------t---------c Gross profit or (loss) (attach schedule)
12
13
14
760.
Capital gain net income (from Part IV, line 2)
tj
828-5552
If exemption
appllcatlon
1s
computat100 .
onvate foundation
(a) Revenue and

expenses per
books
5 a Gross rents . . . . . [- _____

CII
::I
48-0918408
Telephone number(seepage 10 of
the mstructJons)
method
Cash
Accrual
undersectionso?(b)(i)(Al.
checkhere. ~
Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ F If the foundation IS In a 60-month termination
undersection
507(b)(1)(8),
checkhere ~
(Part I, colurm (d) must be on cash basis)
J Accounting
~Analysis
of Revenue and Expenses
(The total of amounts m columns (b), (c), and
(d) may not necessan/y equal the amounts m
column (a) (see page 11 of the mstruct,ons) )
change
pending,
checkhere . . . .
0 1. Fore1gn
organizat1ons,
checkhere
2 Foreignorganizat1ons
meeting
the
85o/o
test,checkhereandattach
67201-2256
lxJ Section
(316)
C
Section 4947(al(1) nonexemot charitable trust
16) ~ $
Room/suite
P.O.
BOX 2256
City or town, state, and ZIP code
WICHITA
I I Name
change
A Employer1denbficationnumber
CHARLES
G. KOCH CHARITABLE
FOUNDATION
Number and street (or PO box number 1fma1l1snot delivered to street address)
H Check type of organization
wrements
L 843.
5. 720.
b Accounting fees (attach scheduleJS.T.M;r'. ~
CII
360.110.
35.465.
>
.::;
17
18
rsJZ.
- 19
~
20
{;'II
"C 21
22
~ 23
I'll 24
183.198.
a
..
-
5.575.
26,279.
t
~
25
26
27
Subtract line 26 from hne 12
)
a
Excess of revenue over expenses and disbursements
b Net investment
t---~~~~~~~t----------+---------+---------
income (1f negative, enter -0-)
620
513.
c Adjusted net income (1f neaallve, enter -0-)

~
~
17.996.
* * STMT
For Privacy Act and Paperwork Reduction Act Notice, see the instructions.
JSA
Form990-PF (2005) (\~
j 5E14102000
16733H
K932
11/15/2006
14:39:08
V05-8
85646
Irr
---------------------
---
Form 990-PF120051
1::1:Tillll
Balance
1
2
3
Sheets
Cash - non-mterest-beanng .
Beammna of vear
Grants receivable
lbl Book Value
lal Book Value
lcl Fair Marl<etValue
16
..
731.
30.995.569.
47.697.
------------....------------------------
Less allowance for doubtful accounts ....
649
30
995
569.
8 6 L007.
Less allowance for doubtful accounts ....

Pledges receivable
End of vear
..
'Savings and temporary cash investments

Accounts receivable .... ________________
Page2
48-0918408
Attached schedulesand amountsin the
descriptioncolumnshouldbe for
end-of-vearamountsonlv !SeeinstructJons
l
86.007.
86.007.
-------------
Receivables due from officers, directors, trustees, and other

d1squahf1edpersons (attach schedule)(seepage15 of the 1nstruct1ons)
Other notes and loans receivable (attach schedule) .... _____

less
... 9
Ill
a,
Ill
Ill
<
allowance for doubtful accounts "'
Inventories for sale or use
------------..
Prepaid expenses and deferred charges .
30,544.
1 O a Investments- US and stategovernmentobhgabons(attachschedule)*~

b Investments - corporate stock (attach schedule)
c Investments - corporate bonds (attach schedule)
Investments- land,buildings,
.... ________
3L377L694.
and equipment basis
Less accumulateddeprec1abon
....
(attachschedule)
- - - - - - - - - - - - - - - - - - Investments - mortgage loans
12
13
Investments - other (attach schedule) .
. STMT. .8.
Land.buildings,and
14
equipment basis
Less accumulateddeprec1at1on
....
(attachschedule)
- - - - - - - - - - - - - - - - - - - STMT_9_)
15
Other assets (descnbe .... _____________
NONE
438.
12.500.000.
2.438.
12
566.775.
11
....
16
Total assets (to be completed by all filers - see page 16 of
17
Accounts payable and accrued expenses
18
Grants payable
19
Deferred revenue
the instructions Also see oaae 1 1temll
Ill
a,
~ 20
21
:J 22
23
lx.J
..
..
Permanently restncted
::::I
Organizations
that do not follow SFAS 117,
check here and complete lines 27 through 31.
c527
Capital stock, trust principal, or current funds
~
a, 28
Paid-in or capitalsurplus,or land,bldg . and equipmentfund
~a,
744.
52
353.
84.016.
1 185
000.
25.000.
1 237
353.
72
000.
788
297.
355.000.
76.012.934.
109
016.
45
672
391.
72.679
281.
45
672
391.
72.679.281.
46
909
744
72,788
....
o
..
Retainedearnings, accumulatedincome,endowment,or otherfunds
30
Total net assets or fund balances (see page 17 of the
31
Total liabilities and net assets/fund balances (see page 17 of
909
355
..
u..
::l29
000.
that follow SFAS 117, check here"'

lines 24 through 26 and lines 30 and 31.
Unrestricted
c:
355
26.937.145.
..
Total liabilities ladd Imes 17 throuah 221
Temporarily restncted
26
471.589.
....-------------------)
Other hab1ht1es(descnbe
; 25
"tl
25
5.070.000.
Loansfrom officers, directors,trustees,and otherd1squahfied

persons
~ 24
..
3.377.694.
26.449.078.
46
Mortgages and other notes payable (attach schedule) .
Organizations
and complete
Ill
..
..
3.377.694.
.. . .
instructions)
.. ..
the instructions)
1@1111
Analysis
297.
of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with
end-of-year
figure reported
..
1
2
3
27,006,890.
..
72
679.281.
5
6
72
679
on prior year's return) .
2 Enter amount from Part I, line 27a

3 Other increases not included 1n line 2 (1tem1ze) "'------------------------------------4 Add lines 1, 2, and 3
5 Decreases not included in line 2 (1tem1ze)"'-- ______________________
---------------6 Total net assets or fund balances at end of ~ear (line 4 minus line 5) - Part II column {b}. line 30 .
**STMT
..
45. 672,
SE 1420 1 000
K932
11/15/2006
14:39:08
V05-8
281.
Form990-PF (2005)
JSA
16733H
391.
85646
~1-llCapital
Gains
and Losses
for Tax on Investment
Income
(b) How
acquired
P-Purttlase
0-Donation
(a) List and describe the kmd(s) of propertysold (e g , real estate,

2-story brick warehouse. or commonstock, 200 shs MLC Co)
1a
b
c
d
SEE PART IV
Page 3
48-0918408
Form 990-PF (2005)
(c) Date
acquired
(mo , day, yr)
~d) Date sold

mo, day,yr)
SCHEDULE
e
(g) Cost or other basis
plus expenseof sale
(f) Depreciation allowed
(e) Gross sales price
(or allowable)
(h) Gain or (loss)

(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i)F M.V as of 12/31/69
(I) Gains (Col (h) gain minus

col (k), but not less than -0-) or
Losses(from col (h})
(kl Excessof col (1)

over col ~). ,f any
U) AdJustedbasis
as of 12/31/69
a
b
c
d
e
If gain, also enter in Part I, line 7
If (loss). enter -0- 1nPart I, line 7
3 Net short-term capital gain or (loss) as defined 1nsections 1222(5) an::I(6)
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the 1nstruct1ons)
2 Capital gain net income or (net capital loss)
.....
If (loss), enter -0- 1nPart I, line 8 ..............................

Qualification
Under Section 4940(e) for Reduced
1:r.1-
...
Tax on Net Investment
}
}3
-84,477.
Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income)
If section 4940(d)(2) applies, leave this part blank
Was the organization liable for the section 4942 tax on the distributable amount of any year 1nthe base perod?. . . .
If "Yes," the organization does not qualify under section 4940(e) Do not complete this part
Yes~
No
1 Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any entries
(a)
Base penod years Calendar year
(or tax year beginning in)
(b)
AdJusted qualifying d1stnbut1ons
2004
2003
2002
2001
2000
2
3
0.08790792073
0.12662425535
0 .11598407797
0.15524636956
0.14856488822
784.
33.959
25.930.498.
28. 571 232.
27.673
813.
33.847
015.
2.985.334.
3.283.430.
808.
3.313
4 296 259.
478.
5.028
... ......
..
.. .
. ..
0.63432751183
. . . . . . . ..
0.12686550237
Total of line 1, column (d) . . . . . . . . . .

.
..
..
. ....
Average d1stribut1on ratio for the 5-year base period - d1v1dethe total on line 2 by 5, or by
the number of years the foundation has been in existence 1fless than 5 years
Enter the net value of noncharitable-use assets for 2005 from Part X, line 5
Multiply line 4 by line 3
Enter 1% of net investment income (1% of Part I, hne 27b)
Add Imes 5 and 6
(d)
D1stnbut1on ratio
(col (bl divided by col (cl)
(c)
Net value of nonchantable-use assets
..........
. . . . . . . . . . . . . . . . . . . ...................
...................
.................
Enter qualifying d1stribut1ons from Part XII, line 4.
4
5
47.843.504.
6 069.690.
6 205.
6
7
6 075
895.
4 64 6 986.
If line 8 1s equal to or greater than line 7, check the box 1n Part VI, hne 1b, and complete that part using a 1% tax rate See the Part VI instructions on page 18
JSA
5E1430 1 000
Form
16733H
K932
11/15/2006
14:39:08
V05-8
85646
990-PF
(2005)
4 8-0
Form 990-PF (2005)
II
1a
Excise Tax Based on Investment
Exempt opf!raMg foundabons descnbed in secbon 4940(d)(2), check here
.....
LJ and enter "N/A" on line 1
. }
Date of ruling letter: _________

(attach copy of ruling letter if necessary- see instructions)
b Domestic orgamzat1ons that meet the section 4940(e) requirements in Part V, check
here ..,..
Page 4
918 4 0 8
Income (Section 4940(a), 49401b , 4940(e), or 4948 - see paQe 18 of the instructions)
.
1
D and enter 1% of Part I, line 27b . . . . . . . . . . . . . ..
12
41 O
12
410.
c All other domestic orgamzabons enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, hne 12. col (b)
Tax under section 511 (domestic section 494 7(a)(1) trusts and taxable foundations only Others enter -0-)
Add Imes 1 and 2
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 -O-
12
- . .
14.848.
1f Form 2220 1sattached
4
5
NONE
410.
Cred1ts/Payments
a 2005 estimated tax payments and 2004 overpayment credited to 2005
Sa
b Exempt foreign orgamzat1ons - tax withheld at source
Sb
NONE
c Tax paid with application for extension of time to file (Form 8868).
Sc
NONE
d Backup withholding erroneously withheld
6d
. . .
Total credits and payments Add Imes 6a through 6d . . .
Enter any penalty for underpayment of estimated tax Check here
Tax due. If the total of Imes 5 and 8 1s more than line 7, enter amount owed
1o
11
848.
..... 9
Overpayment If line 7 1s more than the total of Imes 5 and 8, enter the amount overpaid
Enter the amount of line 10 to be Credited to 2006 estimated tax..,..
2
14
..,..,__1_0-+
_______
Refunded..... 11
4 38.
2_~,4_3_8_.
Statements ReQardinQ Activities

Yes
1 a During the tax year, did the orgamzat1on attempt to influence any national, state, or local leg1slat1onor did
11part1c1pateor intervene in any political campaign? . . .
No
. . . . . . . . . l---'1-"a'--+---1---"x'-
b Did 11spend more than $100 during the year (either directly or indirectly) for poht1calpurposes (see page
19 of the instructions for definition)?
. . . .
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and ccp1es of any matenals
. . . . . . . _ . t-'-1""-b-+----1-=x'-
publtshed or d1stnbuted by the organization m connection with the act1vtt1es
Did the orgamzat1on file Form 1120-POL for this year? ...........
. . . . ,__1_c-+---+-~x'd Enter the amount (1f any) of tax on political expenditures (section 4955) imposed dunng the year
(1) On the organization ..... $
(2) On orgarnzabon managers ..... $ __________
_
e Enter the reimbursement (1f any) paid by the orgamzat1on during the year for poht1calexpenditure tax imposed
on orgamzat1on managers
..,.. $ _________
Has the orgamzat1on engaged in any act1v1t1esthat have not preV1ouslybeen reported to the IRS? . .
If "Yes," attach a detailed descnpt1on of the acttv1ttes
Has the orgamzat1on made any changes, not previously reported to the IRS, in its governing instrument, articles
of mcorporat1on, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes
4a
4a
Did the organization have unrelated business gross income of $1,000 or more dunng the year?
4b
b If "Yes," has 11filed a tax return on Form 990-T for this year? ...........
N/A
x
Was there a liqu1dat1on, termination, d1ssolullon, or substantial contraction dunng the year? ..
If "Yes," attach the statement requ,red by General Instruction T.

6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
By language in the governing instrument, or

By state leg1slat1onthat effectively amends the governing instrument so that no mandatory d1rect1ons
that conflict with the state law remain in the governing instrument?
. . . . . . . . .
Did the orgamzat1on have at least $5,000 in assets at any time dunng the year? lf"Yes," complete Part II, col (c), and Part XV
7
Sa
Enter the states to which the foundation reports or with which 111sregistered (see page 19 of the
instructions) ..,.. DC, KS, __________________________

------------_____ ----------------b If the answer 1s "Yes" to line 7, has the orgamzat1on 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
...
Is the organization claiming status as a private operating foundation w1th1nthe meaning of section 4942(])(3)
x
......... ,-.....c~--Sb
or 4942(])(5) for calendar year 2005 or the taxable year beginning in 2005 (see 1nstruct1onsfor Part XIV on
page 26)? If "Yes," complete Part XIV
Did any persons become substantial contributors dunng the tax year? If "Yes, attach a schedule hstmg the,r names and addresses
10
11
Did the orgamzat1on comply with the public inspection requirements for its annual returns and exemption apphcat1on? ...
11
12
Web site address .....-----WWW. CGKFOUNDATION.

ORG ----------------------------------------------------------------------Telephone no ..,..__
The books are in care of ..,.. _ VONDA HOLLIMAN
Located at ..... 4111
13
_E. _37TH_ST.
_N. _vHCHITA_,_
KS -----------------
ZIP+4 ..... 67220
Section 4947(a)(1) nonexempt charitable trusts fihng Form 990-PF in lieu of Form 1041 Check here .......
and enter the amount of tax-exempt interest received or accrued dunng the year . . . . . . . . . . ..,.., 13
. . . . . . . . .
10
J 3161828-5552
x
x
______
________________
N/A
.......
Form
..,..
990-PF
JSA
5E1440 1 000
16733H
K932
11/15/2006
14:39:08
VOS-8
85646
(2005)
Form 990-PF (2005)
~.m11:Statements
Regarding Activities
48-0918408
for Which Form 4720 May Be Required
Page5
Yes
File For:'jl'l 4720 if any item is checked in the "Yes" column, unless an exception applies.
1a During the year did the organization (either directly or indirectly)
Ci] No
0Yes
(1i Engage in the sale or exchange, or leasing of property with a disqualified person? ..
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1tfrom)
a disqualified person? . . . . . . . . . . . . . . . . . . . . . .
Yes
(3) Furnish goods, services, or fac11it1es

to (or accept them from) a disqualified person?
Yes
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ..
Yes
No
No
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? . .
No
Ci] No
DYes
(6) Agree to pay money or property to a government official? (Exception. Check "No"
1f the organization agreed to make a grant to or to employ the official for a period
after termination of government service, 1f terminating within 90 days ) . . . . . . D
b
Ci] No
Yes
If any answer 1s''Yes" to 1a(l )-(6), did any of the acts fail to qualify under the exceptions descnbed 1nRegulations
section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?. .
Organizations relying on a current notice regarding disaster assistance check here . . . . . . .
.:
1b
1c
c Did the organization engage in a prior year in any of the acts descnbed 1n1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2005?
. . . . .
Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private
operating foundation defined in section 4942(1)(3) or 4942(1)(5))

a At the end of tax year 2005, did the organization have any undistributed income (Imes 6d
D
and 6e, Part XIII) for tax year(s) beginning before 2005? .
Ci] No
Yes
~ ---------------------------------lf"Yes,"listtheyears
b Are there any years listed in 2a for which the organization 1snot applying the prov1s1onsof section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's und1stnbutedincome? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement - see page 20 of the instructions)
. .
2b
NIA
3b
NIA
c If the prov1s1onsof section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
~
3a
----------
---------
---------
---------
Did the organization hold more than a 2% direct or indirect interest in any business
enterprise at any time dunng the year? . . . . . . . . .

b If ''Yes," did 1t have excess business holdings in 2005 as a result of (1) any purchase by the organization
Ci] No
Yes
or d1squahf1edpersons after May 26, 1969, (2) the lapse of the 5-year period (or longer penod approved
by the Comm1ss1onerunder 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 hddings in 2005)
4a
. . . . . . . . . . . . . . . .
Did the organization invest during the year any amount in a manner that would Jeopardizeits charitable purposes? . .
4a
4b
5b
Sb
b Did the organization make any investment in a prior year (but after December 31, 1969) that could Jeopardizeits chantable
purpose that had not been removed from Jeopardy before the first day of the tax year beginning 1n2005?
Sa During the year did the organization pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on
(section 4945(e))?
0Yes
(2) Influence the outcome of any spec1f1cpublic election (see section 4955), or to carry
on, directly or indirectly, any voter reg1strat1ondnve? .
(3) Provide a grant to an md1v1dualfor travel, study, or other similar purposes? . .
0Yes
Ci] No
0Yes
~No
Ci] Yes
0No
Ci] No
(4) Provide a grant to an organization other than a charitable, etc, organization descnbed
in section 509(a)(1), (2), or (3), or section 4940(d)(2)? ...............
(5) Provide for any purpose other than rehg1ous,chantable, sc1ent1fic,literary, or
educational purposes, or for the prevention of cruelty to children or animals? . . .
Yes
b If any answer 1s''Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions descnbed 1n
Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
. . . .
c If the answer 1s"Yes" to question 5a(4), does the organization claim exemption from the
for the grant? ?lj:F; .S.Tf,.TF;t1E.N'.['.
~O. . .
tax because 1t maintained expenditure respons1b11ity
CiJYes
~D
D
No
If "Yes," attach the statement requ,red by Regulations sect1ex153 4945-5(d)
Sa Did the organ1zat1on,during the year, receive any funds, directly or indirectly, to pay
premiums on a personal benefit contract? . . . . . . . . . . . . . . . . . . . D
Yes
on a personal benefit contract? .
b Did the organization, during the year, pay premiums, directly or 1nd1rectly,
If you answered ''Yes" to 6b, also file Form 8870
Ci] No
Form
990-PF
JSA
5E1450 1 000
16733H
K932 11/15/2006
14:39:08
V05-8
85646
(2005)
48-0918408
Form 990-PF (2005)
Page
i:ifil'1hi Information
About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

----.ind Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see page 21 of the instructions).
(b) Title, and average
hours per week
devoted to oos1t1on
(a) Name and address
SEE ATTACHMENTC -------------------
(c) Compensation
(If not paid, enter
-0-1
(d) Contnbu~ons to
employee benefit plans
and deferred comoensa~on
261. 295.
(e) Expense account,

other allowances
NONE
NONE
---------------------------------------------------------------------------------------------------------------2
Compensation of five highest-paid employees (other than those included on line 1 - see page 21 of the instructions).
If none, enter "NONE."
(a) Name and address of each employee paid more than $50,000
(b) Title and average

hours per week
devoted to posrt1on
(c) Compensation
(d) Contnbut1ons to
employee benefit
plans and deferred
com pensat1on
(e) Expense account,

other allowances
NONE
Total number of other employees paid over $50,000 .......................................

~ INONE
3
Five highest-paid independent contractors for professional services - (see page 21 of the instructions). If none, enter
"NONE."
(a) Name and address of each person paid more than $50,000
(c) Compensation
(b) Type of seMce
KOCH INDUSTRIES~_INC. ______________________________

P.O. BOX 2256
WICHITA, KS 67201
_
MANAGEMENTSERVICES
263.151.
---------------------------------------------------------------------------------------------------------
--------------------------------------------------------------------------------------------------------~ INONE
Total number of others rece1v1ngover $50,000 for professional services .............................
ifil&f4iSummary
of Direct Charitable Activities
List the foundation's four largest direct charitable act1VJt1es

dunng the tax year Include relevant sta!Jst1calinfonnallon such as the number
of organ1zat1ons and other benefic1anes served, conferences convened, research papers produced, etc
1_DURING_2005L_THE_FOUNDATION_CONDUCTED AN EDUCATIONAL_____________________
Expenses
_ CONFERENCE_FOCUSING_ON_PHILANTHROPIC GIVING.-----------------------------145.831.
2
Form
990-PF
JSA
5E14601000
16733H
K932 11/15/2006
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V05-8
85646
(2005)
Form 990-PF(2005)
1:..
-=Summary
of Program-Related
Investments
48-0918408
(see page 22 of the instructions)
Page
Amount
Describe the two largest program-related investments made by the foundation dunng the tax year on hnes 1 and 2
1 _NONE-------------------------------------------------------------------2
All other program-related investments See page 22 of the ,nstructrons
3 _NONE--------------------------------------------------------------------Total. Add Imes 1 through 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 22 of the instructions )
::l;Ti.
1
a
b
c
d
e
2
3
4
Fair market value of assets not used (or held for use) directly 1ncarrying out charitable, etc.
purposes
Average monthly fair market value of secunt1es ............
Average of monthly cash balances_ ...................
Fair market value of all other assets (see page 23 of the 1nstruct1ons)
.
Total (add lines 1a, b, ard c) ........................
Reduction claimed for blockage or other factors reported on lines 1a ard
1c (attach detailed explanation) . . . . . . . . . . . . . . . . . . . . . 1 e
Acqu1s1t1on
indebtedness applicable to line 1 assets
...
...................
Subtract line 2 from line 1d .........................................
Cash deemed held for charitable actMt1es Enter 1 112 % of line 3 (for greater amount, see page 23
1a
1b
1c
1d
36,404.363.
7.097.722.
5 070.000.
48 572.085.
2
3
48 572.085.
4
of the instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .....
Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 ..
5
6
Minimum investment return. Enter 5% of line 5 ..............................
1:1.fli:HDistributable Amount (see page 23 of the instructions) (Section 4942{])(3) and (J)(5) private operatng
and do not complete this part)
foundations and certain foreign organizations check here
1
Minimum investment return from Part X, line 6 . . . . .............
. . . . . . . . ......
1
2a Tax on investment income for 2005 from Part VI, line 5 . . . . . . . . 2a
12.410 .
I 2b I
b Income tax for 2005 (This does not include the tax from Part VI) ...
c Add Imes 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .............
2c
Distributable amount before adjustments Subtract line 2c from line 1
3
......... ...... 3
Recoveries of amounts treated as qualifying d1Stribut1ons.........................
4
4
Add Imes 3 and 4 ..............................................
5
5
6
6
Deduction from distributable amount (see page 24 of the instructions) ..................
Distributable amount as adjusted Subtract line 6 from line 5 Enter here ard on Part XIII,
7
7
line 1 .....................................................
5
6
iffEJiiQualifying
a
b
2
3
a
b
4
5
728 581.
47 843.504.
2 392.175.
~n
I
NONE
Distributions
2.392
175.
12 410.
2.379
765 .
2.379
765.
2.379
765.
4 646
986.
(see page 24 of the instructions)
Amounts paid (including adm1nistrat1veexpenses) to accomplish charitable, etc. purposes

Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 ...........
Program-related investments - total from Part IX-8 .......................
Amounts paid to acquire assets used (or held for use) directly 1ncarrying out charitable, etc.
1a
1b
NONE
2
NONE
purposes ...............................
. . . . . . . . . . . . . . . .....
Amounts set aside for spec1f1ccharitable projects that satJSfythe
Su1tab11ity
test (prior IRS approval required) ............................
NONE
. . . . 3a
Cash d1stribut1ontest (attach the required sct'edule) .......................
3b
NONE
Qualifying distributions.Add Imes 1a through 3b Enter here andon PartV, hne8, andPartXIII, hne4 .. . . . . 4
4 646.986.
Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment
income Enter 1% of Part I, line 27b (see page 24 of the 1nstruct1ons)
NIA
.... ...
.. 5
Adjusted qualifying distributions. Subtract line 5 from line 4 . . . .
6
4 646.986.
. . . . . ...
..
Note: The amount on f,ne 6 will be used ,n Part V, colurm (b), ,n subsequent years vhen ca/cu/at,ng w,ether the foundation
quaflfles for the section 4940(e) reduction of tax ,n those years
Form
990-PF
JSA
SE1470 1 000
16733H
K932
11/15/2006
14:39:08
V05-8
85646
(2005)
1:.ffll3jj1
Undistributed
1
Income (see page 24 of the instructions)

(a)
Corpus
Distributable amount for 2005 from Part XI,

line 7
Page 8
48-0918408
Form 990-PF (2005)
.............
(b)
Years pnor to 2004
(c)
2004
(d)
2005
.......
2 379
765.
Und,stnbuted income, 1f any, as of the end of 2004
a Enter amount for 2004 only

b Total for pnor years
.........
NONE
2003
NONE
Excess distnbut1ons carryover, 1f any, to 2005
3.380.679.
2.919
590.
1.893.383.
1. 991 823.
1.297.997.
a From 2000
b From 2001
c From 2002
d From 2003
e From 2004
f
Total of Imes 3a through e
. . .........
Qualifying d1stnbut1ons for 2005
XII, hne4 ~ $
11
483 472.
from Part
4,646,986_
NONE
a Applied to 2004, but not more than line 2a .

b Applied to und1stnbuted income of pnor years
(Election required - see page 25 of the mstruct,ons)
..
c Treated as d1stnbut1ons out of corpus (Election

required - see page 25 of the instructions)
d Applied to 2005 d1stnbutable amount.
2.379.765.
e Remaining amount d1stnbuted out of corpus
..
Excess d1stnbut1ons carryover applied to 2005

(If an amount appears m column (d), the
same amount must be shown m column (a))
Enter the net total of each column as

indicated below:
a Corpus Add Imes 3f, 4c, and 4e Subtract line 5
2.267.221.
13 750
693.
b Pnor years' und1stnbuted income Subtract

line 4b from line 2b
c Enter the amount of pnor years' und1stnbuted
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed . . . . .
..............
NONE
d Subtract line 6c from line 6b Taxable

amount - see page 25 of the instructions
....
NONE
Und,stnbuted
income
for 2004
Subtract line
4a from line 2a Taxable amount - see page
25 of the instructions
...............
Und1stnbuted income for 2005

Subtract
Imes 4d and 5 from line 1 This amount must
be d1stnbuted 1n 2006 .............
Amounts treated as d1stnbut1ons out of
corpus to satisfy requirements imposed by
section 170(b)(1 )(E) or 4942(g)(3) (see page
25 of the instructions) . . .
Excess d1stnbullons carryover from 2000 not
applied on line 5 or line 7 (see page 25 of
the instructions) . . . . . . . . .
Excess distributions
b Excess from 2002
c Excess from 2003

d Excess from 2004
e Excess from 2005
3.380
679.
carryover to 2006.
Subtract Imes 7 and 8 from hne 6a

Analysis of line 9
0
a Excess from 2001
NONE
10.370.014.
......
2 919.590.
1 893.383.
1. 991. 823.
1 297.997.
2.267.221.
Form
990-PF
JSA
5E14801000
16733H
K932
11/15/2006
14:39:08
V05-8
85646
10
(2005)
Form 990-PF
-~
..... ~41111.'
1a
b
2a
48-0918408
(2005)
Page9
Private Operating Foundations (see page 26 of the 1nstruct1onsand Part VII-A, question 9)
If the fouf\dat1on has received a ruling or determination letter that 111sa pnvate operating
foundation, and the ruling 1seffective for 2005, enter the date of the ruling
-.
Check box to indicate whether the orgamzat1on 1s a private operating foundation described in section
Enter the lesser of the
adJusted net income from
Part I or the minimum
investment return from Part
X for each year hsted
85% of line 2a
Qualifying d1stnbut1ons
from Part
NOT APPLICABLE
4942(J)(3) or
I I
4942(J)(5)
Prior 3 years
Tax year
(a) 2005
(b) 2004
(c) 2003
(e) Total
(d) 2002
XII, line 4 for each year listed
Amounts induded 1nlme 2c not

used directly for act,w conduct
of exempt act1\aUes
Qualifying d1stnbuUons made

directly for active conduct of
Subtract
exempt
act1V1tles
line 2d from line 2c.
Complete 3a. b, or c for the

alternat,w test relied upon
"Assets altemauve test - enter
..
(1)
( 2)
b
Value of all assets

Value of assets qualifying
under section
49420)(3)(8)(1).
"Endowment" alternative testenter 2/3 of m,n,mum ,nwstment return shown in Part X.
line 6 for each year listed
"Support allemauve test - enter
(1)
Total support other than

gross investment income
(interest, d1\adends, rents.
payments on secunues
loans (seelion 512(a)(5)),
or royalues)
(2)
from
general
Support
public and 5 or more
exempt organizations as
prov,ded in secuon 4942
OX3)(B)(111)
Largest amount of support from an exempt

erg an 1zat100
(3)
14l
:.r.
1
..
Gross investment income
1.1111119_
.... ~-
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year - see page 26 of the instructions.)
Information
Regarding Foundation Managers:
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only 1fthey have contributed more than $5,000) (See secton 507(d)(2))
CHARLES G. KOCH
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2
Information
Regarding Contribution,
Grant, Gift, Loan, Scholarship, etc., Programs:
Check here~
1f the organization only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds If the organization makes gifts, grants, etc (see page 26 of the instructions) to 1nd1v1dualsor
organizations under other cond1t1ons,complete items 2a, b, c, ard d
a The name, address, and telephone number of the person to whom apphcat1onsshould be addressed
SEE STATEMENT 11
b The form in which applications should be submitted and information and materials they should include
SEE STATEMENT 12
c Any subm1ss1ondeadlines
NONE
d Any restrictions or llm1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons,or other
factors
SEE ATTACHMENTD
JSA
Fonm
SE 1490 1 000
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85646
990-PF
11
(2005)
4 8-0 918 4 08
Supplementary Information (continued)
Grants and Contributions Paid During the Year or Approved for Future Payment
Form 990-PF (2005)
Page
10
1@f:(fj
3
Rec1p1ent
Name and address (tome or business)
If ree1p1entIS an indMdUal,
show any relat,onsh1p

to
any foundat,onmanager
or substantial contnbutor
Foundauon
status of
rec,p,ent
Purpose of grant or
contnbuuon
Amount
a Paid dunng the year
SEE ATTACHMENT E
3,785,950.
..,..3a
Total .
3.785.950.
b Approved for future payrrent
SEE ATTACHMENT E
25,000.
Total .
.... 3b
25 000.
Form 990-PF (2005)
JSA
5E1491 1 000
16733H
K932
11/15/2006
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V05-8
12
85646
---------
Form 990-PF (2005)
l::r.,~-.,Jil'fW
Enter gross amounts unless otherw1seindicated
(a)
PROG.
REL.
Excluded b1 section 512, 513, or 514

(c)
(b)
Business
code
1 Program service revenue
11
Activities
Unrelated business income
Page
48-0918408
Analysis of Income-Producing
ExcluJ1on
co e
Amount
(d)
Amount
(e)
Related or exempt
function income
~ee page 26 of
t e instructions )
INVSTMT
17.996.
b
c
d
e
f
Fees and contracts from government agencies
2 Membership dues and assessments .

3 Interest on savings and temporary cash investments
4 D1v1dendsand interest from secunt1es
...
14
261
14
401,742.
671.
16
-3,587.
5 Net rental income or (loss) from real estate
........
......
Debt-financed property
Not debt-financed property
6 Net rental income or (loss) from personal property

7 Other investment income
.........
18
8 Gain or (loss) from sales of assets other than inventory
-84
4 76.
9 Net income or (loss) from speoal events

1 O Gross profit or (loss) from sales of inventory.
11 Other revenue. a
b
c
d
e
12 Subtotal Add columns (b), (d), and (e) ..
575.350.
17
996.
13 Total. Add hne 12, columns (b), (d), and (e) ......
(See worksheet in line 13 instructions on page 27 to venfy calculations )
l::r.,~AJI
Line No.
...
lA
Relationship
of Activities to the Accomplishment
of Exempt Purposes
Explain below how each act1v1tyfor which income 1s 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 27 of the instructions )
INCOME
FROM LOAN
EDUCATIONAL
IMAX
MADE
FOR PURPOSE
OF PRODUCING
AN
FILM
Fenn
JSA
990-PF
SE 1492 1 000
16733H
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85646
13
(2005)
4 8 - 0 91 8 4 0 8
2005
Information Regarding Transfers To and Transactions

Exempt O raanizat1ons
Page 1 2
and Relationships
With Noncharitable
Did the organization directly or indirectly engage in any of the following with any other organization descnbed in section
No
Yes
50'1(c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to polil1calorganizations?
a Transfers from the reporting organization to a nonchantable exempt organization of
x
x
1a(1l
(1) Cash .
(2) Other assets
..
1al21
b Other transactions
(1) Sales of assets to a noncharitable exempt organization
1bl11
(2) Purchases of assets from a nonchantable exempt organization
1b(2)
(3) Rental of facilities, equipment, or other assets
1b(31
(4) Reimbursement arrangements .
1b(4)
(5) Loans or loan guarantees
1bl51
(6) Performance of services or membership or fundra1singsohc1tat1ons
1b(61
x
x
x
x
x
x
x
1c
c Sharing of fac11it1es,equipment, mailing hsts, other assets, or paid employees
d If the answer to any of the above 1s ''Yes," complete the following schedule Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting organization If the organization received less than fair
market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services
received
(b) Amount involved
(a) Line no
(d) Description of transfers. transactions, and shanng arrangements
(c) Name of nonchantable exempt organization
NIA
NIA
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?
b If "Yes," complete the f oIlowinQscheduIe
(b) Type of organization
(a) Name of organization
..
Yes
[iJ
No
(c) Description of relabonsh1p
Under penalties of periury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and
belief, 1t 1s true, correct, and complete Declaration of preparer (other than taxpayer or fiduciary) 1sbased on all information of which preparer has any knowledge
... ~
Q)
of~~
Signature of officer or trustee
lf-15-o,
~ Trt:.fJ..S..rJ.t:.er
Title
Date
Q)
:::c
c:
. .An. ~
Preparer's
-~:E ~ c5signature
~ ~-~J\
-~ 2'
Cl)
~~
g: F1rm'snameforyours1~
a::::,self-employed), address,
and ZIP code
Date
,,f;.ljfa
Check1f
self-employed ~
~~~ P
1551
N WATERFRONT
WICHITA.
PKWY,
STE
Preparer's SSN or PTIN

(See Signature on page 28
of the instrucbons)
P00248403
EIN ~ 44-0160260
300
67206-6601
KS
Phone no
316-265-2811
Form
990-PF
JSA
5E1493 1 000
16733H
K932
11/15/2006
14:39:08
V05-8
85646
14
(2005)
Schedule B
OMB No 1545-0047
Schedule of Contributors
(Form 990, 990-EZ,

or 990-PF)
~05
Supplementary Information for

line 1 of Form 990, 990-EZ, and 990-PF (see instructions)
Department of the Treasury

Internal Revenue Service
Name of organization
Employer identification number
CHARLES G- KOCH CHARITABLE FOUNDATION

48-0918408
Organization type (check one)
Filers of:
Section:
Form 990 or 990-EZ
Form 990-PF
D 501 (c)( ) (enter number) organization

D 4947(a)(1) nonexempt charitable trust not treated as a private foundation
D 527 pol1t1calorganrzat1on
CiJ501 (c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501 (c)(3) taxable private foundation
Check 1fyour organization 1scovered 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 -
CiJFor organrzat1ons filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (1nmoney or
property) from any one contributor (Complete Parts I and II )
Special Rules -
D
D
For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test under Reguat1ons
sections 1 509(a)-3/1 170A-9(e) 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)
For a section 501(c)(7), (8), or (10) organrzat1on filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
sc1ent1f1c,
literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and Ill)
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, some contributions for use exclusively for religious, charitable, etc. purposes, but these contributions did
not aggregate to more than $1,000 (If this box 1schecked, 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 organ1zat1onbecause it received nonexclus1velyreligious, 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 B (Fon1J90,
990-EZ, or 990-PF), but they must check the box m the headmg of thetr Form 990, Form 990-EZ, or on /me 2 of their Form
990-PF, to certify that they do not meet the filmg requirerrents of Schedule B (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructions
Schedule
for Fonn 990, Fonn 990-EZ, and Fonn 990-PF.
B (Fonn 990, 990-EZ, or 990-PF) (2005)
JSA
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16
Schedule B (Form 990, ~EZ.

Name of organi~tion
or ~PF)
(2005)
Page
Employer
CHARLES G. KOCH CHARITABLE FOUNDATION
of
identification
of Part I
number
48-0918408
UtfHiContributors
(See Specific Instructions
(b)
Name, address, and ZIP + 4
(a)
No.
__ 1_
(c)
Aggregate contributions
CHARLES G. KOCH
4111
E.
WICHITA. KS
(a)
No.
30,020,760.
37TH STREET N.
67220
(c)
(b)
Name, address, and ZIP+ 4
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II 1fthere
a noncash contribution )
IS
(d)
Person
Payroll
Noncash
---
(a)
No.
(b)
(c)
IS
(d)
Person
Payroll
Noncash
---
(b)
(a)
No.
(c)
IS
(d)
Person
Payroll
Noncash
(Complete Part II 1fthere 1s
---
(b)
(a)
No.
(c)
(d)
Person
Payroll
Noncash
(Complete Part II 1fthere 1s
---
(a)
No.
(b)
(c)
(d)
Person
Payroll
Noncash
---
IS
Schedule B (Form 990, 990-EZ, or 990-PF) (2005)
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17

EIN 48-0918408
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12/31/05
PART Vll~B, Question on Line Sc:
ATIACHMENTA
Expenditure Responsibility Statement for the Year 2005
Pursuant to IRC Regulation section 53 4945-5(d)(2), the CHARLES G. KOCH CHARITABLE FOUNDATION
provides the following information:
(i)
Name & Address

of Grantee:
Kansas Cultural Trust

255 N. Roosevelt
Wichita, KS 67208
(11) Date and Amount

of Grant:
September 13, 2004
(111) Purpose of Grant
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.
(1v)
(v)
$27,553 balance of grant funds remaining from original $35,000 grant

received on September 13, 2004
Amounts expended.
Report received from the Kansas Cultural Trust shows the following expenditures:
$27,553 of the remaining September 2004 grant was spent for providing enabling grants to
artists and for professional fees
Diversions:
To the knowledge of this granter foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.
(v1) Date of Reports
On April 24, 2006, the Kansas Cultural Trust submitted a full and complete report of its
expenditures of the September 2004 operating support grant
(vi) Verification:
The granter has no reason to doubt the accuracy or reliability of the report from
the grantee; therefore, no independent verification of the reports were made

EIN 48-0918408
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12/31/05
ATIACHMENTB
PART VII-B, Question on Line Sc:

Expenditure Responsibility Statement for the Year 2005
Pursuant to IRC Regulation section 53.4945-5(d){2), the CHARLES G KOCH CHARITABLE FOUNDATION
provides the following information:
(1) Name & Address

of Grantee:
The Phillips Foundation

One Massachusetts Avenue, NW, Suite 620
Washington, DC 20001
(11) Date and Amount

of Grant
June 20, 2005
(iii) Purpose of Grant
Support for the Journalism Fellowship Program run by the Phillips Foundation
(1v)
(v)
$37,500
Amounts expended:
Report received from The Phillips Foundation shows the following expenditures:
$31, 176 of the June, 2005 grant was spent directly for providing grants through
their Journalism Fellowship Program
Diversions.
To the knowledge of this granter foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.
(v1) Date of Reports.
On July 5, 2006, The Phillips Foundation submitted a full and complete

report of its expenditures of the June 2005 grant
(v1) Verification:
The granter has no reason to doubt the accuracy or rehab1htyof the report from
the grantee, therefore, no independent verification of the reports were made

EIN 48-0918408
SCHEDULE OF INFORMATION FOR 2005 FORM 990 PF
ATTACHMENT C
PART VIII, Line 1 - Officers, Directors,Trustees, Managers, Etc.
{a} Name and Address
(b) Title, and average

hours per week
devoted to ~osition
c} ComQensation
(d) Contributions
to employee
benefit ~lans
(e) Expense
account, other
allowances
Richard Fink
655 15th Street, NW, Suite 445
President I Director
1 hour per week average
Kelly Young
Vice President
111105to 717105
5 hours per week average
Kevin L. Gentry
Vice President
Logan Moore
Secretary
10/12/05 to 12131105
Mark Humphrey
PO Box2256
Wichita, KS 67201
Secretary
111105to 10/12/05
Less than 1 hour per week
Vonda Holliman
PO Box 2256
Wichita, KS 67201
Treasurer
1O hours per week average
Charles G. Koch
P.O Box 2256
Wichita, KS 67201
Director
Elizabeth B. Koch
P 0. Box 2256
Wichita, KS 67201
Director
Elizabeth Robinson Koch

P.O Box 2256
Wichita, KS 67201
Director
Charles Chase Koch

P 0. Box 2256
Wichita, KS 67201
Director
Koch lndustnes, Inc

PO Box 2256
Wichita, KS 67201
Not Applicable
(Payment for management
services of officers above)
232,605
Koch Business Holding, LLC

P.O Box 2256
Wichita, KS 67201
Not Applicable
(Payment for management
services of officers above)
28,690
TOTAL
261,295

EIN 48-0918408
PART XV, LINE 20, INFORMATION REGARDING GRANTS - LIMITATIONS ON AWARDS
ATTACHMENT D
The foundation primarily supports research and education programs that analyze the impact of free soc1et1es,in
particular how they advance the well-being of mankind. Building on this knowledge, the Charles G. Koch Charitable
Foundation fosters the partnership of scientists and practitioners in order to integrate theory and practice.
By doing so, the Foundation strives to develop market-based tools that enable individuals, institutions and societies
to strive and prosper.
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 ind1v1duals
Charles G. Koch Charitable Foundation focuses on a select number of programs where it believes it is best positioned to support
positive social change. The Foundation encourages organizations seeking support to first familiarize themselves with those domains
by examining the Foundation's Areas of Interest In addition, the Foundation places several limitations on the requests it considers
1. The Foundation primarily makes grants to Section 501 (c)(3) public charities. The Charles G. Koch Charitable Foundation
does not support for-profit corporations or individuals.
2. The Foundation discourages grant proposals for capital construction, debt reduction, or general fundraising drives or
events. The Foundation does not make grants intended to support lobbying activities or candidates for political office. The
Foundation rarely funds endowments.
Organizations seeking grants from the Foundation and which meet the aforementioned criteria should submit a short letter (no more
than three pages) outlining their request. The letter should clearly and succinctly state:
1. Prospective grantee's mission and goals;
2. Specific project for which support is being sought,
3 Amount of funding requested;
4 Name, title, address, telephone number, and e-mail address of the primary contact person; and,
5 Current annual budget or audited financial statements
If applicable, please also include a list of other support (e.g , funding, in-kind contributions) secured for the project. Because the
Foundation only supports Section 501 (c)(3) public charities, 1talso reqwres that you submit verification from the IRS that your
organization 1sexempt from federal income tax as a Section 501 (c)(3) organization and is classified as a public charity under Section
509(a) of the Internal Revenue Code The Foundation kindly requests that no materials beyond what are described above be
included Please send all required materials to
Grant Administrator
Charles G. Koch Charitable Foundation
655 15th Street NW, Suite 475
Other Contact Information
Phone 202-393-2354
Fax 202-393-2355
email @ cgkfoundat1on com

EIN 48-0918408
Part XV, Line 3a & b - Grants and Contributions Paid During the Year or Approved for Future Payment
If reap,ent ,s an individual.
Rec1p1ent
Name and address (home or business)
a Paid during
ATTACHMENT E
Foundation
show any relabonsh,p to
status of
Purpose of grant
any foundabon manager
rec1p1ent
or contribution
Amount
or substanbal contnbutor
the year
Acton Business School

Austin, TX
Public
General Operating Support
100,000
The Acton Institute

Grand Rapids, Ml
Public
25,000
Alliance for School Choice

Phoenix, AZ
Public
10,000
8111
of Rights Institute
Arlington, VA
Public
300,000
Center for Excellence in Education

Vienna, VA
Public
Educational and Research

Programs
5,000
Environmental Literacy Council

Washington, DC
Public
50,000
The Federalist Society

Washington, DC
Public
75,000
Milton & Rose D Friedman Foundation

San Francisco, CA
Public
15,000
Fund for American Studies

Washington, DC
Public
30,000
George Mason University Foundation

Fairfax, VA
Public
Educational and Research

Programs
1, 102,500
Goldwater Institute
Phoenix, AZ
Public
Educallonal Programs
43,647
Independence Institute
Golden, CO
Pub he
56,661
lnt'I Foundation for Research 1n Experimental Economics

Arlington, VA
Pub he
380,000
Mackinac Center for Public Polley

Midland, Ml
Public
10,000
Mercatus Center
Arlington, VA
Pub he

Educational Programs
800,000
215,000
Pacific Research Institute

San Francisco, CA
Public
90,000
Philanthropy Roundtable
Washington, DC
Public
25,000
The Phillips Foundation

Washington. DC
Private
37,500
San Jose State University Foundation

San Jose, CA
Public
25,000
Sm1thson1an lnst1tut1on
Cambridge, MA
Pub he
55,000
Texas Public Polley Foundation

Austin, TX
Public
Educational Programs
35,642
Youth Entrepreneurs of Kansas

Wichita, KS
Public
1 of 2
300,000

EIN 48-0918408
Part XV, Line la & b - Grants and Contributions
Paid During the Year or Approved for Future Payment

If reap,enl ,s an 1nd1vidual,
Rec1p1ent
show any relabonsh1p10

any foundabon manager
Name and address (home or business)
Foundation
status of
rec1p1ent
ATIACHMENTE
Purpose of grant
or contnbut1on
Amount
or subslanbal conlnbutor
a Paid dunno the vear:
TOTAL GRANTS PAID TO ORGANIZATIONS
3,785,950
b Approved for future payment

San Jose State University Foundation
San Jose, CA
Pubhe
25,000
TOTAL GRANTS APPROVED FOR FUTURE PAYMENT
2 of2
25,000
FORM 990PF,
48-0918408
PART I - OTHER INCOME

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
INTEREST FROM PROGRAM-RELATED INVESTMENT
TOTALS
16733H
K932 11/15/2006
14:39:08
V05-8
85646
ADJUSTED
NET
INCOME
17,996.
17,996.
17,996.
17,996.
18
STATEMENT 1
FORM 990PF,
48-0918408
PART I - LEGAL FEES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
LEGAL FEES-INVESTMENT
LEGAL FEES-ADMIN
TOTALS
16733H
K932 11/15/2006
14:39:08
V05-8
NET
INVESTMENT
INCOME
1,843.
38,269.
1,843.
40,112.
1,843.
85646
ADJUSTED
NET
INCOME
CHARITABLE
PURPOSES
35,541.
NONE
19
35,541.
STATEMENT 2
FORM 990PF,
48-0918408
PART I - ACCOUNTING FEES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
ACCOUNTING FEES
INVESTMENT ACCTG SERVICES FEES
TAX PREPARATION FEES
26,541.
5,720.
4,783.
5,720.
TOTALS
37,044.
5,720.
16733H
K932 11/15/2006
14:39:08
V05-8
85646
ADJUSTED
NET
INCOME
NET
INVESTMENT
INCOME
CHARITABLE
PURPOSES
23,129.
3,408.
NONE
20
26,537.
STATEMENT 3
48-0918408
FORM 990PF,
PART I - OTHER PROFESSIONAL FEES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
PROFESSIONAL CONSULTING FEES
INVESTMENT MANAGEMENTFEES
GRANT ADMINISTRATION FEES
LAND MAINTENANCE FEES
WEBSITE FEES
OTHER PROFESSIONAL FEES
TOTALS
16733H
K932 11/15/2006
14:39:08
V05-8
NET
INVESTMENT
INCOME
118,201.
30,763.
263,151.
3,715.
2,300.
545.
987.
30,763.
418,675.
35,465.
85646
CHARITABLE
PURPOSES
122,012.
235,553.
3,715.
2,000.
545.
360,110.
21
STATEMENT 4
48-0918408
FORM 990PF,
PART I - TAXES
REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
FEDERAL EXCISE TAX
REAL ESTATE TAXES
TOTALS
16733H
K932 11/15/2006
14:39:08
V05-8
NET
INVESTMENT
INCOME
12,410.
115.
115.
12,525.
115.
85646
22
STATEMENT 5
FORM 990PF,
48-0918408
PART I - OTHER EXPENSES

REVENUE
AND
EXPENSES
PER BOOKS
DESCRIPTION
CHARITABLE
PURPOSES
INSURANCE
7,230.
7,230.
POSTAGE & DELIVERY
4,271.
3,856.
BANK FEES
328.
328.
SUPPLIES
3,558.
5,184.
TELEPHONE
6,222.
5,984.
MEMBERSHIP & DUES
3,630.
3,658.
MISCELLANEOUS
39.
TOTALS
16733H
K932 11/15/2006
14:39:08
39.
25,278.
VOS-8
85646
26,279.
23
STATEMENT 6
48-0918408

FORM 990PF,
PART II
- U.S.
AND STATE OBLIGATIONS
FEDERAL HOME LOAN & STATE BNDS

US OBLIGATIONS TOTAL
16733H
ENDING
FMV
ENDING
BOOK VALUE
DESCRIPTION
K932 11/15/2006
14:39:08
V05-8
85646
12,500,000.
12,566,775.
12,500,000.
12,566,775.
24
STATEMENT 7
48-0918408
FORM 990PF, PART II - OTHER INVESTMENTS

----------------------------------------
ARDEN ENDOWMENTFUND
ZAZOVE CONVERTIBLE BONDS
MESIROW ABSOLUTE RETURN FUND
EXCELSIOR ABSOLUTE FUND
TCW SENIOR BANK/LOAN STRGY
TOTALS
16733H
ENDING
FMV
ENDING
BOOK VALUE
DESCRIPTION
K932 11/15/2006
14:39:08
V05-8
85646
5,000,000.
5,471,589.
5,000,000.
5,000,000.
5,000,000.
5,768,046.
5,375,653.
5,555,303.
5,154,503.
5,083,640.
25,471,589.
26,937,145.
25
STATEMENT 8
48-0918408

FORM 990PF,
PART II
- OTHER ASSETS
'-
NOTES RECEIVABLE - PROGRAM

RELATED INVESTMENTS
TOTALS
167338
ENDING
FMV
ENDING
BOOK VALUE
DESCRIPTION
K932
11/15/2006
14:39:08
V05-8
85646
355,000.
355,000.
355,000.
355,000.
26
STATEMENT
-CHARLES
'
G.
)
KOCH CHARITABLE FOUNDATION
FORM '990PF,
PART VII-B,
48-0918408
LINE SC - EXPENDITURE RESPONSBILITY
STATEMENT
GRANTEE'S NAME:
SEE ATTACHMENTS A & B
GRANTEE'S ADDRESS:
CITY, STATE & ZIP:
GRANT DATE:
GRANT AMOUNT:
GRANT PURPOS~:
AMOUNT EXPENDED:
NO
ANY DIVERSION?
DATES OF REPORTS:
VERIFICATION DATE:
RESULTS OF VERIFICATION:
STATEMENT 10
16733H
K932 11/15/2006
14:39:08
V05-8
85646
27
..
FORM 990PF,
48-0918408
PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
----==========================================================
G~ANT ADMINISTRATOR.
CHARLES KOCH CHARITABLE FOUNDATION

655 15TH ST. NW, SUITE 475
WASHINGTON, DC 20005
202-393-2354
STATEMENT 11
16733H
K932 11/15/2006
14:39:08
V05-8
85646
28
990PF,
48-0918408
PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS
-----=========================-=============================
LETTER EXPLAINING PROJECT AND AMOUNT REQUESTED, PLUS A COPY OF IRS

DETERMINATION LETTER SHOWING EXEMPTION.
STATEMENT 12
16733H
K932 11/15/2006
14:39:08
V05-8
85646
29
FORM 990-PF - PART IV

CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT
INCOME
p
Kind of Property
Gross sale
price less
exnenses of sale
or
D
Descnpt1on
Deprec1at1on
allowed/
allowable
Cost or
other
h,,c,c
FMV
as of
1?n11nq
AdJ basis
as of
1?n11nq
Excess of
FMVover
ad1 basis
IE VAR
ZAZOVE ASSOCIATES, LLC FUND

PROPERTY TYPE: SECURITIES
1,747,725.
1,980,978.
11149240.
~,700,000.
TOTAL GAIN (LOSS)
Date
acquired
Gain
or
(loss)
Date sold
VAR
233,253.
GOLDMANSACHS SHORT DURATION FUND

11466970.
p VAR
CORPORATE BONDS
2,700,000.
p VAR
...............................................
VAR
-317,730.
VAR
-84,477.
JSA
5E1730 1 000
167338
K932 11/15/2006
14:39:08
V05-8
85646
15
Form 8868 (Rev 12-2004)
If you are f1hng for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box .......
.
Note: O~ly complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.
If ou are film for an Automatic 3-Month Extension, com lete onl Part I on a e 1 .
Additional
not automatic
3-Month Extension of Time - Must File Original and One Co
r: -
Name of Exempt Organization
Type or
print
-~~'
CHARLES G KOCH CHARITABLE

FOUNDATION
Number, street, and room or suite no. If a P.O. box, see instructions
Employer Identification number

,-j
48-0918408
For IRS use only
:..'~
Filabythe
extended
due datefor PO BOX 2256
filing the
City, town or post office, state, and ZIP code. For a foreign address,see instructions
returnSee
Instructions WICHITA
KANSAS
67201
~r-'::.,}
-,,~~-.;--;-~
:~
---"~}
I
f~:;~
---
_ :.-L.
Check type of return to be filed (File a se arate application for each return):
Form 990-T(sec. 401(a) or 408(a) trust)
X
Form 990
Form 990-T (trust other than above)
Form 990-BL
Form 1041-A
Form 990-EZ
Form 990-PF
Form 4720
STOP: Do not complete Part II If you were not already granted an automatic 3-month extension
, i:"l' ,_,,_::_._
.,,
Form 5227
Form 6069
Form 8870
on a previously filed Form 8868.
The books are in the care of .,._ __ V_O_N_D_A_H_O_L_L_I_MA_N

_____________________
Telephone No . .,._ (316)

828-5552
FAX No .,._
If the organization does not have an office or place of business in the United States, check this box. . . . . . . . . . . . . . . . .,._
If this 1s for a Group Return, enter the o~nization's
four digit Group Exemption Number (GE.ill-,
If this 1s
and attach a list with the
for the whole group, check this box .,._ LJ. If it is for part of the group, check this box .,._
names and EINs of all members the extension is for.
4
I request an additional 3-month extension of time until _N_O_V_E_M_B_E_R
__ 1_5-'-,
_2_0_0_6
_________
_
5 For calendar year 2005
, or other tax year beginning
~1ng
6 If this tax year 1s for less than 12 months, check reason:
Initial return
Final return --.-LJ-,--c-h_a_n_g_e_rn_a_c_co_u_n_t_rn_g
period
LJ
LJ
Ba
b
LJ
State 1ndetail why you need the extension --------------------------------THE TAXPAYER REQUESTS ADDITIONAL
TIME IN ORDER TO GATHER
FOR A COMPLETE AND ACCURATE RETURN.
THE NECESSARY
If this appl1cat1on 1s for Form 990-BL, 990-PF, 990-T, 4 720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If this application 1s for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated
tax payments made Include any prior year overpayment allowed as a credit and any amount paid
previously with Form 8868 ...........................................
Balance Due. Subtract line 8b from line Ba Include your payment with this form, or, 1f required, deposit
with FTD coupon or, 1f required, by using EFTPS (Electronic Federal Tax Payment System) See
instructions ....................................................
INFORMATION
-'-$
_______
-'--$
_______
Signature and Verification

Underpenaltiesof par1ury,I declarethat I haveexaminedthis form, Includingaccompanying
schedulesand statements,and to the best oJ my knowledgeand belief,
111strue, correct,andcomplete,andthatI amauthorized
to preparethisform,
Date.,._
ID)
(0
Notice
fJ}!{/o
(o
Applicant - To Be Completed by the IRS
We have approved this application. Please attach this form to the organization'sreturn
We have not approved this application. However, we have granted a 10-day grace period from the later of the date shown below or the due
date of the organization's return (including any prior extensions). This grace period is considered to be a valid extension of time for elections
otherwise required to be made on a timely return. Please attach this form to the organization'sreturn.
We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of lime
to file We are not granting a 10-daygrace period
We cannot consider this application because it was filed after the extended due date of the return for which an extensionwas requested
Other
Director
Date
Alternate Mailing Address - Enter the address if you want the copy of this application for an a(Ji~L3-month
returned to an address different than the one entered above
t:N,
Name
Type or
print
BKD, LLP
Number and street (Include suite, room, or apt. no.) or a P.O. box number
1551 NORTH WATERFRONT PARKWAY, SUITE
300
City or town, province or state, and country (Including postal or ZIP code)
WICHITA
JSA
5F8055 1 000
KANSAS
r-
extension
VVo
6 zoo
6
67206
8 (Rev 12-2004)

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'

Return of Private Foundation

year 2005, or tax year beginning

, 2005, and ending

Fair market value of all assets at erd

exempt private foundation

D1v1dendsand interest from secunt1es . . .

b Net rental incomeor (loss)

(bl Net investment

Other income (attach schedule)

Other employee salaries and wages

16a Legal fees (attach schedule) ~ T!-17' ~

(c) AdJusted net

If private foundat1a, statuswas terminated

Net short-term capital gain

Capital gain net income (from Part IV, line 2)

(a) Revenue and

5 a Gross rents . . . . . [- _____

Section 4947(al(1) nonexemot charitable trust

H Check type of organization

b Accounting fees (attach scheduleJS.T.M;r'. ~

Subtract line 26 from hne 12

Excess of revenue over expenses and disbursements

income (1f negative, enter -0-)

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

Form990-PF (2005) (\~

lbl Book Value

lal Book Value

lcl Fair Marl<etValue

Less allowance for doubtful accounts ....

Less allowance for doubtful accounts ....

'Savings and temporary cash investments

Receivables due from officers, directors, trustees, and other

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

allowance for doubtful accounts "'

Inventories for sale or use

Prepaid expenses and deferred charges .

1 O a Investments- US and stategovernmentobhgabons(attachschedule)*~

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

Accounts payable and accrued expenses

the instructions Also see oaae 1 1temll

Capital stock, trust principal, or current funds

Paid-in or capitalsurplus,or land,bldg . and equipmentfund

Retainedearnings, accumulatedincome,endowment,or otherfunds

Total net assets or fund balances (see page 17 of the

Total liabilities and net assets/fund balances (see page 17 of

that follow SFAS 117, check here"'

Total liabilities ladd Imes 17 throuah 221

Loansfrom officers, directors,trustees,and otherd1squahfied

Mortgages and other notes payable (attach schedule) .

of Changes in Net Assets or Fund Balances

on prior year's return) .

2 Enter amount from Part I, line 27a

for Tax on Investment

(a) List and describe the kmd(s) of propertysold (e g , real estate,

Form 990-PF (2005)

~d) Date sold

(f) Depreciation allowed

(e) Gross sales price

(h) Gain or (loss)

(I) Gains (Col (h) gain minus

(kl Excessof col (1)

If (loss), enter -0- 1nPart I, line 8 ..............................

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