Return of Priva

g90-PF

Form

u~;I ion
I

fl

C7

W/ C5

for calendar

G Check all that a pp ly

Initial return

Final return

Name of organization

Use the IRS

label .
Otherwise,

Amended return

print

P. O.

Room/suite

BOX 2256

KS

H Check typ e of or g anization

(a) Revenue and

expenses per
books

"

"

Id

. ,

check here and attach

STMT

(c) Adjusted net

income

(d) Disbursements
for charitable
purposes
cash basis only)

1.

508 , 082 .
36 , 459 .
243 .

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

Net short-term capital gain , . , . . . . . .
Income modifications " "

18 , 045 .
15 , 917 , 552 .

,N

. . . . . . . . . . . . . . . . . . .

Taxes (attach schedule) (see page 14 of the instructions)

Q 20

Occupancy    , . . . . .   ,

Depreciation (attach schedule) and depletion

**

Travel, conferences, and meetings , , , , , ,

Printing and publications . , . . . . . . . .
Other expenses (attach schedule) $Tk!T,'1 ,

24

361 273 .

25

Add lines 13 through 23 . . . . . . . . . .

Contributions, gifts, grants paid , , , . , , ,

26

Total ex penses and disbursements Add lines 24 and 25

,

5 , 862 .
2 , 538 .
21 , 692 .

10 , 765 .

113 .

NONE
NONE

65 , 251 .
20 , 101 .
313 , 496 .

261 , 264 .
9 , 034 .
30 , 743 .

32 , 002 .
1 , 09 7 603 .
1 , 728 , 027 .
2 , 825 , 630 .

Subtract line 26 from line 12

e Excess of revenue over expenses and disbursements

70 , 595 .
21 , 627 .
336 , 145 .

256 , 217 .
8 , 979 .

Total operating and administrative expenses .

27

STMT 2

q~ alanes and wages , , , , ,

18

~0 21
22
c 23

18 , 045 .
562 , 829 .

361 273 .

on of ~ icers, directors, trustees, etc . .

- -

E 19

13 , 091 , 922

b Net investment income (if negative, enter -0-)

c Adjusted net income (if negative, enter-0-). . ~

JSA

"

-665 , 210 .

,~ 15 Pension plan ~ ployee benefits

a~+, ~aq_JatW5 (a
schedule) . , .STMT . 3 .
~~ b Accounting f
. ttach schedule)STMT . 4 .
r pU"siona~fees (attach scISBW . $ .

"

If private foundation status was terminated

under section 507(b)(1)(A), check here . "

X Accrual

508 , 082 .
36 , 459 .
2 43 .

c Gross profit or (loss) (attach schedule) , . , ,

11
Other income (attach schedule) . . . . . , ,
12 Total Ad d line s 1 throw h 11 .

a
+

"

computation . . . . . . . .

(b) Net investment

income

16 , 019 , 933 .

6 a Net gain of (loss) from sale of assets not on line 10

b Gross sales price for all
7,311,973 .
assets on tine 6a

---~ ~ "

"

__-_-__-__- p If the foundation is in a 60-month termination

(Past 1, column (d) must be on cash basis ~
under section 507(b)(1)(B), check here . 10.

Contribution_s, rtts, grants, etc , received (attach schedule) .

if the foundation is not required to
Check 1
attach Sch B

10 a Gross sates less returns

and allowances
b Less Cost of goods sold

Cash

Other (specify)

3
Interest on sarongs and temporary cash investments
4
Dividends and interest from securities
5 a Gross rents , , , , , , , , , , . , . . , . .
b Net rental income or (loss)
-3 , 573 .

ND
Q~l

"

828-5552

t Foreign organizations, check here

ae% test

Other taxable p rivate foundation

J Accounting method

49 , 176 , 396 .
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and
(d) may not necessarily equal the amounts in
column (a (see page 11 of the instructions) J

7
e
9

the instructions)

2 Foreign organizations meeting the

Section 4947 ( a )( 1 ) nonexem pt charitable trust

Fair market value of all assets at end

of year (from Part 11,C01 (c), line

48-0918408
B Telephone number (seepage 10 of

pending check here

Section 501 ( %3 exem p t p rivate foundation

16) t $

d
~
y

Name change

316

67201 -2256

2004

C If exemption application is
D

WICHITA

,545.0052

OMB No

A Employer identification number

City or town, state, aid ZIP code

Instructions.

Address change

CHARLES G . KOCH CHARITABLE FOUNDATION

Number and street (or P O box number if mad is not delivered to street address)

or type .
See Specific

!1

or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation

Note' The organization ma be able to use a co of this return to sates state re ortmg re wrements
ear 2004, or tax ear beginnin g
, 2004, and ending

Department ottheTreasury
I;dernal Revenue seNice

l~19

For Privacy Act and Paperwork Reduction Act Notice, see the instructions.

30 , 205 .

NONE

1
1

30 , 205 .

NONE

061 162 .
924 , 172 .
985

334 .

990-PF

(2004)

532

624 .

~
**STMT

-0Form

4E1410 2 000

16733H K932

11/09/2005

13 :96 :26

V09-8

85646

Ba lance

Sheets

Attached schedules and amounts in the

description column should be for

Cash - non-interest-bearing , , , , , , , , , , , , , , , , , ,

Savings and temporary cash investments , , , , , , , , , , ,

Accounts ieceivable t -_-____-_-___-_-47L697_

-0918408
Book Value

29 .694

Pledges receivable
Less allowance for doubtful accounts 1
Grants receivable

5
6

2
(c) Fair Market Value
16,649,731 .

Less allowance for doubtful accounts 101

Book Value

End of

47 .697

47,697 .

Receivables due from officers, directors, trustees, and other

disqualified persons (attach schedule) (see page 15 of the instructions)

v,
..
N

Other notes and loans receivable (attach schedule) 1

Inventories for sale or use

Prepaid expenses and deferred charges , , , , , , , , , , , ,

Less allowance for doubtful accounts 001

, , , , , , , , , , , , , , , , , ,

Q 10 a Investments - U S and state government obligations (attach schedule)

b Investments - corporate stock (attach schedule) , $TNg 8, ,
c Investments - corporate bonds (attach schedule) , , , , , , ,
11
Investments - land, buildings,
and equipment basis
! _ _ _ _ _ _ _ _3,377,69 4 .
Less accumulated depreciation
(attach schedule)
------------------12
Investments - mortgage loans , , , , , , , , , , , , , , , ,
13
14

15

Investments - other (attach schedule) , , , , , , $TM

Land, buildings, and
equipment basis
___________________
Less accumulated depreciation
(attach schedule)
____________________
Other assets (describe 1 _ _ _ _ _ - _ - _ - _ _ _ STMT 10

16

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

17

Accounts payable and accrued expenses , , , , , , , , , , ,

18

Grants payable

y 19
20

2 21
J 22

30,544 .
1 .610 .532 .

3 .377 .694

NONE

5,070,000 .
27,023,424 .

the instructions Also see page 1 item I

Deferred revenue

6 .381

000

 ,
, , , , , , , , , , , , , , , , , , , , , ,

Loans from officers, directors, trustees, and other disqualified persons

Mortgages and other notes payable (attach schedule) , , , , ,

Other liabilities (describe 1

_____-_-_-_-_ )

i oiai naotuues aaa ones i i inrou n tc

Organizations that follow SFAS 117, check here " X

and complete lines 24 through 26 and lines 30 and 31 .
X24

Unrestricted, .  ., .  ., . ., . . . ., ., . .

ego 25

Temporarily restricted

pp 26

Permanently restricted

:32 , 580 , 469

, . . . . . . . . . . . . . . . . . . .

" " ~ " " " " " "

Organizations that do not follow SFAS 117,

check here and complete lines 27 through 31 .
o` 27
28
,~,) 29
30

Capital stock, trust principal, or current funds . . . . . . . . .

Paid-in or capital surplus, or land, bldg , and equipment fund
Retained earnings, accumulated income, endowment, or other funds ,
Total net assets or fund balances (see page 17 of the
instructions), .  , .  ., .  ., .  ,

z
31

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

the instructions

" ~

32 , 580 , 469

34 , 196 , 850

46,909 .744 .

Analysis 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 on prior year's return) , . , , , , , , , , , , , . , , , , , , , , , , , , , , , ,

2 Enter amount from Part I, line 27a

3 Other increases not included in line 2 (itemize)
4 Add lines 1, 2, and 3
3 Decreases not included in line 2 (itemize) t

, , , , , , , , , , , , , , . ,

6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b) line 30 . . . . .

JSA
4E1420 2 000

167331H K932

11/09/2005

13 :46 :26 V04-8

85646

32,580 .469 .

Form 990-PF (2ooa)

r
Form

Capital Gains and Losses for Tax on Investment In~

tq"o"' I
(c) Date
acquired
J
aCq Ulfed
a-Purchase
Imo
, day, yr )
D-Donation

(a) List and describe the kind(s) of property sold (e g , real estate,
2-story brick warehouse, or common stock, 200 shs MLC Co )

1a

b
c
d
e

SEE PART

IV

~d Date sold
mo , day, yr

SCHEDULE

(e) Gross sales price

(f) Depreciation allowed

(or allowable)

(g) Cost or other basis

plus expense of sale

(h) Gain or (loss)

(e) plus (f) minus (g)

a
b
c
e
Complete only for assets shown
(i) F M V as of 12/31/69

am in column (h) and owned b

(j) Adjusted basis
as of 12/31/69

the foundation on 12/31/69

(I) Gams (Col (h) gain minus

col (k), but not less than -0-) or
Losses (from col (h))

(k) Excess of col (i)

over col 0), if any

b
d
If gain, also enter in Part I, line 7
~
If (loss), enter -0- in Part I, line 7
} 2
l
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions)
1 3
If ( loss) , enter -0- m Part I, line 8
Qualification Under Section 4940 ( e ) for Reduced Tax on Net Investment Income
2 Capital gam net income or (net capital loss) ~ " ~ ~

-665 , 210 .

(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 distnbutable amount of any year in the base period?. . . . F-]Yes
If "Yes," the organization does not qualify under section 4940(e) Do not complete this part

X No

1 Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any entries
Base period yeaas Calendar year
or tax year beginning in)

(b)
Adjusted qualifying distributions

200 3
2002
200 1
2000
1999

JSA

(c)
Net value of noncharitable-use assets

3 , 283 , 430 .

25

930 498
28 571 232
27 673 813
33,847,015

3 , 313 , 808
4 , 296 259
5,028,478
3,078 .832

.
.
33,281,910 .

.
.
.
.

col

.
.

Distribuaon ratio
b divided b col

0 .12662425535
0 .11598407797
0 .15524636956
0 .14856488822
0 .09250767158

2
3

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

Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by
the number of years the foundation has been m existence if less than 5 years . , , , , , , , ,

Enter the net value of nonchantable-use assets for 2004 from Part X, line 5 . . . . . . . . . . 1 4 I

Multiply line 4 by line 3

Enter 1% of net investment income (1% of Part I, line 27b)

Add lines 5 and 6

Enter qualifying distributions from Part XII, line 4 , , , , , , , , , , , , , , , , , , , , , , , , , 1 8 1

2,985,334 .
If line 8 is equal to or greater than line 7, check the box m Part VI, line 1b, and complete that part using a 1 % tax rate See the Part VI instructions on page 18

4 E 7 430 2 000

, . , . , . . . , . , . , . . . . , .

0 .63892726268

0 . 12778545254

33,959,784 .

4 , 339 , 566 .

5 , 326 .

4 , 344 , 892 .

Form 990-PF

16733H K932

11/09/2005

13 :96 :26

V04-8

85646

(2004)

"

Page 4
18 of the instructions

48-0918408

Excis e Tax Based on Investment Income Section 4940 (a~, 4940 (b) , 4940 (e), or 4948 - see
1 a Exempt operating foundations described in section 4940(d)(2), check here

and enter "NIA" on line 1

Date of ruling letter _ _ - _ - _ _ _ _ (attach copy of ruling letter if necessary - see instructions)
b Domestic organizations that meet the section 4940(e) requirements m Part V, check
here

" F-1 and enter 1 % of Part I, line 27b , , , , . , . , , , , , , , , , , , , , . , , , , , , , , ,

c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, cot (b)

Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)

3
4

Add lines 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 fine 3 If zero or less, enter -0- , , , , , , , , , , , , ,
Credits/Payments

5
6

a 2004 estimated tax payments and 2003 overpayment credited to 2004

, , ,

6a

15 , 000 .

, , , , , , , , , , , ,

6b

NONE

c Tax paid with application for extension of time to file (Form 8868) . . . . . , .

6c

NONE

b Exempt foreign organizations - tax withheld at source

d Backup withholding erroneously withheld

, , , , , , , , , , , , , , , , , ,

6d

Total credits and payments Add lines 6a through 6d " ~

Enter any penalty for underpayment of estimated tax Check here " El "if Form 2220 is attached

000 .

. " . " " . " . " ~ " " . " . " . " " . " .
, , , , , , , , , , ,

Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed

Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid , , , , , , ,

10
11

Enter the amount of line 10 to be Credited to 2005 estimated tax No.

Activities

Statements Re

1a

4-34R-

Refunded

4 .348 .

O'~

During the tax year, did the organization attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaigns , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page

19 of the instructions for definition)

, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
1/ the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed 6y the organization in connection with the activities
c Did the organization file Form 1120 " POL for this years . , . . , . , . . , . . . , . . , . . . , . . . . , . . . . . . . . .
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

1b

1c

(2) On organization managers 1 $

(1) On the organization 1 $

e

Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed
on organization managers

1 $

, , , , , , , , , , , , , ,
Has the organization engaged in any activities that have not previously been reported to the IRS
1/ "Yes," attach a detailed description of the activities
Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments I( "Yes,"attach a conformed copy of the changes , , , , , , , , , ,

4a

Did the organization have unrelated business gross income of $1,000 or more during the years

4a

, , , , , , , , , , , , , , ,

b If "Yes," has it filed a tax return on Form 990-T for this yeah , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

7
ea

No

1a

4b

Was there a liquidation, termination, dissolution, or substantial contraction during the year's , , , , , , , , , , , , , , , , ,
I/ "Yes," attach the statement required by General Instruction T.
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
By language in the governing instrument, or
" By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? , , , , , , , , , , , , , , , , , , , , , , , , , ,

Did the organization have at least $5,000 in assets at any time during the yeah If "Yes," complete Part 11, cot (c), and Part XV
Enter the states to which the foundation reports or with which it is registered (see page 19 of the
instructions) 11. KANSAS_ & DISTRICT OF COLUMBIA
b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? I/ "No," attach explanation , . , . , , , , , , . . ,
9
Is the organization claiming status as a private operating foundation within the meaning of section 4942Q)(3)

6
7

X
X

8b

or 4942(j)(5) for calendar year 2004 or the taxable year beginning m 2004 (see instructions for Part XIV on
page 25)7 I( "Yes," complete Part XIV

, . , , , , . , . , , . , . , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Did any persons become substantial contributors during the tax year? If "Yes,"attach a schedule listing then names and addresses

11

Did the organization comply with the public inspection requirements for its annual returns and exemption application? , , , , ,
Web site address "

10

10
11

WWW . CGKFOilNDATION .ORG

12

The books are in care of 1 _VONDA

HOLLIMAN_-__-___-,_____-_-_--___Telephone no

13

Section 4947(a)(1) nonexempt charitable trusts filing Form 990

.PF in lieu of Form 1041 - Check here

Located at jo. _9111_E .-37TH_ST ._N .1_WICHITAI-KS _-_-_-_-__-_-ZIP+4 .67220________________

and enter the amount of tax-exempt interest received or accrued during the year

aEiaao 2 000
16733H K932

11/09/2005

13 :46 :26

V04-8

85646

. . .
. .
. . N/8 . . . . . . . 00
. " 1 13 "1

Form 990-PF (2004)

6

Form'990-PF (2004)
48-0918408
". ,
Statements Reqardinq Activities for Which Form 4720 Mav Be Required

Page 5
Yes

File Form 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)

(1) Engage in the sale or exchange, or leasing of property with a disqualified persons , , , ,
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons . . .
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons . , , .
(5) Transfer any income or assets to a disqualified person (or make any of either available

, , , ,

Yes

X No

. . . .
. . , ,
. . , ,

Yes
X Yes
X Yes

X No
No
No

Yes
~X No
for the benefit or use of a disqualified person) . , . , , , , . , , , . , , , , , , . , . , , , ,
(6) Agree to pay money or property to a government officials (Exception . Check "No"
if the organization agreed to make a grant to or to employ the official for a period
Yes
~X No
after termination of government service, if terminating within 90 days ) . . . . . . . . . . . . .
b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described m Regulations
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 , , , , , , . , . , , , , 1
c Did the organization engage m a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning m 2004
, , , , , , . , , , , . , , , , , , . ,
2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private
operating foundation defined m section 4942Q)(3) or 4942Q)(5))
a At the end of tax year 2004, did the organization have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2004
. . . . . . . . . . . . . . . . . . . . . .
If"Yes,"list the years llio. __________,_________,_

Yes

Yes

enterprise at any time during the yeah , , , , _ , , , , , , , , , , , , , , , , , , , , , , , , , ,

1b

1c

a No

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement - see page 20 of the instructions ) . . . . . . , . . , . . , . . . . . , .
c If the provisions of 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 m any business

NC

2b

3b
4a

a No

b If "Yes," did it have excess business holdings m 2004 as a result of (1) any purchase by the organization

or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3)
the lapse of the 10-, 15-, or 20-year first phase holding periods (Use Schedule C, Form 4720, to determine

i/ the organization had excess business holdings in 2004 ) . . . . , . . . . . . . . . . . . . . , . . . . . . . . . .

4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . , . ,
b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable

. . . . , . , . , , ,

purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2004
5 a During the year did the organization pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? , , , , , .

0 Yes

X No

Yes
8 Yes

X No
8X No

in section 509(a)(1), (2), or (3), or section 4940(d)(2)7 , , , , , , , , , , , , , , , , , , , , ,

a Yes

~ No

educational purposes, or for the prevention of cruelty to children or animals

E]Yes

X No

(2) Influence the outcome of any specific public election (see section 4955), or to carry

on, directly or indirectly, any voter registration drive?

(3) Provide a grant to an individual for travel, study, or other similar purpose;?* . . . . . . . . . . .
(4) Provide a grant to an organization other than a charitable, etc , organization described
(5) Provide for any purpose other than religious, charitable, scientific, literary, or

, , , , , , , , , ,

b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)
Organizations relying on a current notice regarding disaster assistance check here , , , , , , , . , , , , , ,
If the answer is "Yes" to question 5a(4), does the organization claim exemption from the
tax because it maintained expenditure responsibility for the grants

, , , , . , . , . , , , , . , . ,

1I "Yes, " attach the statement required by Regulations section 53 4945-5(d)

6 a Did the organization, during the year, receive any funds, directly or indirectly, to pay

premiums on a personal benefit contracts , , , , , , , , , , , , , , , , , , , , , , , , . , , , ,

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts
If you answered "Yes" to 6b . also file Form 8870

Yes

~ No

Yes

~X

4b

5b

6b

No

. . . , . . . . . . ,

Form 990-PF (2004)

JSA
4 E 1450 2 000

1673314 K932

~~ " ~ " "

11/09/2005

13 :46 :26 V04-8

85646

'
Form 990-PF(2004)

48-0918408

Page 6

Information About Officers, Directors, Trustees, Founda tion Manag ers, Highly Paid Employees, and Contractors
1~

List all office rs, directors, trustees, foundation managers and their compensation see page 20 of the instructions) .
(b) Title, and average
hours per week
devoted to Dosition

a1 Name and address

SEE ATTACHMENT C

(c) Compensation
(If not paid, enter
-0-)

(d) Contr~buttons to
employee benefit plans
and deferred compensation

361,273 .1

(e) Expense account,

other allowances

NONE

NONE

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 I

hours per week
devoted to position

(c) Compensation

(d)Contributions
employee benefits
plans and deferred
cnmnensation

(e) Expense account,

other allowances

----- -- -------------- - ----------------------------------------------------

----------------------------------------------- --------------------------

-------------------------------------

Total number of other employees paid over $50,000

. 00. 1 NONE
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
KOCH

(b) Type of service

2NbUSZRIES,_INC-_

WICHITA .

KANSAS

MANAGEMENT FEES

(c) Compensation

203 .740 .

----------------------------------------------------------------------------------------------------------------------------------------------------------

Total number of others receiving over $50,000 for professional services

10.

Summary of Direct Charitable Activities

List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number
of organizations and other beneficiaries served, conferences convened, research papers produced, etc

1-DURING_20041_THE_FOUNDATION-CONDUCTED AN EDUCATIONAL ______-______-_____-__

CONFERENCE FOCUSING ON PHILANTHROPIC GIVING .
2

Expenses

263

---------------------------------------------------------------------------3
---------------------------------------------------------------------------4
----------------------------------------------------------------------------

Form 990-PF (2ooa)

JSA
4 E 7 460 2 000

16733H K932

11/09/2005

13 :46 :26 V04-8

85646

Form 990-PF (2004)

Page 7

48-0918408

Summary of Program-Related Investments (see page 22 of the instructions)

Describe the two large st program-related investments made by the foundation during the tax year on lines 1 and 2
1

Amount

NONE
---------------------------------------------------------------------------

--------------------------------------------------------------------------All other program-related investments See page 22 of the instructions

NONE
---------------------------------------------------------------------------

10. ,
.
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 22 of the instructions.)

Total. Add lines 1 throu gh 3

1
a
b
c
d
e
2
3
4
5
6

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc ,
purposes
Average monthly fair market value of securities . . . . . . . . . . , . . . , . . . , . . . . . . . . .
Average of monthly cash balances. . . . . . . . . . . . . , . . . , . . . , . . . , . . . . . . . , .
Fair market value of all other assets (see page 22 of the instructions) . . . , . . . , . . , . . . . . .
Total (add lines I a, b, and c) . , . . , . . . . . . , _ . . . . . . , . , . . . , . , . , . . . . . . . . .
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
. . . . . . . . . , . . . to
Acquisition indebtedness applicable to line 7 assets
Subtract line 2 from line 1d
Cash deemed held for charitable activities Enter 1 1 /2 % of line 3 (for greater amount, see page 23
of the instructions)
Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4
Minimum Investment return . Enter 5% of line 5
Distributable Amount (see page 23 of the instructions) (Section 4942(j)(3) and 0)(5)
foundations and certain foreign organizations check here p.

1
2a

Minimum investment return from Part X, line 6 . . . . . . . . . . . . .

Tax on investment income for 2004 from Part VI, line 5 . . . . . . . .

3
4
5
6
7

2,177,032 .
7,229 .906 .

4 .47

4
5
6
private operating

10

959 .784 .
1

652 .

. . . . . . . . . . . . . . . . . .

Recoveries of amounts treated as qualifying distributions , . , , , . , . , . , . , , , , , , , , , , , , ,

Add lines 3 and 4
Deduction from distnbutable amount (see page 23 of the instructions) . . .
.
. . . . . . .
Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,
linel

11 a
1b
1c;
1d
2
3

. . . . . . . . . . . . . .

2b

Add lines 2a and 2b

.
Distnbutable amount before adjustments Subtract line 2c from line 1

.
.
.
.

and do not complete this part )

. .
2a

b Income tax for 2004 (This does not include the tax from Part VI )

.
.
.
.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2c
3
4
5

87 .337 .

6
687

Qualifying Distributions (see page 23 of the instructions)

1

a
b

2
3

4
5

a
b

Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes

Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 . . . . . . . . . . . . . . . . .
Program-related investments - total from Part IX-B
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,

1a
1b

Suitability test (prior IRS approval required) . .

. . . , . . . , . . . , . . . , . , . . . . . .
Cash distribution test (attach the required schedule) . . . . , . . . , . . . . . . . , . . . , . .
Qualifying distributions. Add lines 1 a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 . .
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 instructions)
~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ . ~ ~
Adjusted qualifying distributions. Subtract line 5 from line 4

3a
3b

purposes . . . .
. . . . . . .
. . . .
. . .
. . . . . . . . . . . . . . . . . . . . .
Amounts set aside for specific charitable projects that satisfy the

. , . .
. . . .
. . . .

5
6
Note : The amount on line 6 will be used in Part V, column (b). in subsequent years when calculating whether the foundation
qualifies for the section 4940(e) reduction of tax in those years

~ ~ ~ .

Form 990-PF (zooa)

JSA
4E74702000

16733H K932

11/09/2005

13 :46 :26

V04-8

85646

Form 990-PF (2004)

Pag e 8

48-0918408

Undistributed Income (see page 24 of the instructions)

Distnbutable amount for 2004 from Part XI,

(a)
Corpus

(b)
Years prior to 2003

(c)
2003

(d)
2004

line? ,,,,,,,,,,,,,,,,,,,,,
2

a Enter amount for 2003 only

3

, , , , , , , , , ,

337 .

NONE

b Total for prior years

NONE

Excess distributions carryover, if any, to 2004

From 1999

1 , 506 , 398 .

b From 2000

, , , , , ,

3 , 380 , 679 .

, , , , ,

2 , 919 , 590 .

d From 2002

, , , , , ,

1 , 893 , 383 .

From 2003

, , , , , ,

Total of lines 3a through e , , , , , , , , , , ,

1 , 991 , 823 .

From 2001

11 , 691 , 873 .

Qualifying distributions for 2004 from Part

X1 1, line 4 " $

2,985,334 .

a Applied to 2003, but not more than line 2a , , ,

NONE

b Applied to undistributed income of prior years

(Election required - see page 24 of the instructions) , ,

NONE

c Treated as distributions out of corpus (Election

required - see page 24 of the instructions) , , ,

NO
1 1 687 , 337 .

d Applied to 2044 distnbutable amount, , , , , ,

e Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2004
(If an amount appears m column (d), the
same amount must be shown in column (a) )
s

1 , 297 , 997 .
NO

NONE

Enter the net total of each column as

indicated below:

Corpus Add lines 3f, 4c, and 4e Subtract line 5

12 , 989 , 870 .

b Prior years' undistributed income Subtract

, , ,
line 4b from line 2b , , , , , , ,
c Enter the amount of prior years' undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed , , , , , , , ,

NONE

NONE

d Subtract line 6c from line 6b Taxable

amount - see page 25 of the instructions
e Undistributed income for 2003 Subtract line
4a from line 2a Taxable amount - see page
25 of the instructions
f

NONE
NONE

Undistributed income for 2004 Subtract

lines 4d and 5 from line 1 This amount must
be distributed m 2005 . . . . . . . . . . . . .
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(E) or 4942(8)(3) (see page
25 of the instructions) , . ,
, . , ,
Excess distributions carryover from 1999
not applied on line 5 or line 7 (see page 25
of the instructions) . . . . . . . . . . . . . . .

9
10

687

Undistributed income, if any, as of the end of 2003

Excess distributions carryover to 2005.

Subtract lines 7 and 8 from line 6a . . . . . . .

Analysis of line 9

a Excess from 2000 . . .

b
c
d
e

Excess from 2001 . . .

Excess from 2002 . . .
Excess from 2003 . . .
Excess from 2004 .

JSA
4 E1480 2 000

~~~~'2v x017

NONE

NO
1 , 506 , 398 .
11 , 483 , 472 .

3 , 380 , 679 .
2 , 919 , 590 .
1 , 893 , 383 .
1 , 991 , 823 .

1,297,997 .

1'1/09/2005

13'46 :26 V04-8

85646

Form 990-PF (2004)

10

Form 990-PF (2004)

FUN',M,
1a
b
2a

Page

48-0918408

Private Operating Foundations (see page 25 of the instructions and Part VII-A, question 9)

If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2004, enter the date of the ruling . , . . . . . . . . ,
Check box to indicate whether the organization is a private operating foundation described in section

Tax year

Enter the lesser of the

adjusted net income from

Part I or the minimum

investment return from Part
X (or each year listed .

85% of line 2a

Qualifying distributions from Part

Prior 3 years

(a) 2004

(b) 2003

(c) 2002

4942(j)(3) or

NOT APPLICABLE

4942(j)(5)

(d) 2001

(e) Total

. , . ,

XII, line 4 for each year listed

Amounts included in line 2c not

used directly for active conduct
of exempt activities .
Qualifying distributions made

directly for active conduct of

exempt activities Subtract
line 2d from line 2c .
Complete 3a, b, or c for the

3
d

alternative test relied upon

'Assets" alternative test- enter

1)

Value of all assets

(2) Value of assets qualifying

under section
49420)(3)(B)(Q .
'Endowment alternative testenter 2/3 of minimum
investment return shown in
Part X, line 6 for each year
listed

"Support' alternative test- enter

(1) Total support other than
gross investment income

(interest, dividends, rents,

payments on securities
loans (section 512(a)(5)),
or royalties),
(2) Support from general
public and 9 or more

exempt organizations
as provided in section
4942U)(3)(B)PQ

(3) Largest amount of support

from an exempt
organization
4

Gross investment income .

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 :

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 ii they have contributed more than $5,000) (See section 507(d)(2) )
CHARLES G .

KOCH

List any managers of the foundation who own 10k 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
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc ., Programs :
Check here

1 E-1 it 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 individuals or organizations under other conditions, complete items 2a, b, c, and d
a

The name, address, and telephone number of the person to whom applications should be addressed

SEE STA'T'EMENT 11
The form in which applications should be submitted and information and materials they should include
LETTER EXPLAINING PROJECT AND AMOUNT REQUESTED, PLUS A COPY OF IRS
DETERMINATION LETTER SHOWING EXEMPTION .
Any submission deadlines
NONE

Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors

SEE ATTACHMENT D

JSA
4 E1490 2 000

16733H K932

11/09/2005

13 :46 :26

V04-8

85646

Form 990-PF (2004)

11

48-0918408

Form 990-PF (2004)

Page 10

Supplementary information (continued)

Form 990-PF (2004)

JSA
4E1491 2 000

16733H K932

11/09/2005

13 :46 :26 V04-8

85646

12

Form 990-PF (2004)

Eater gross amounts unless otherwise indicated

Unrelated business income

a
(b)

Business

1 Program service revenue

a
PROG . REL . INVSTMT

Amount

code

Page 1 1

48-0918408

Analysis of Income-Producing Activities

Excluded by section 512, 513, or 514

(C)
Exclusion

(d)

code
14

Amount

(Relatedo~ exempt
function income
See page 26 of

the instructions

18 , 045 .

b
c
d
e
f
g

Fees and contracts from government agencies

2 Membership dues and assessments , , , , ,

3 Interest on savings and temporary cash investments

14

508 , 082 .

4 Dividends and interest from securities

19

36 , 459 .

16

243 .

1B

-665 , 210 .

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

8 Gam or (loss) from sales of assets other than inventory
9 Net income or (loss) from special events , , ,
1 0 Gross profit or (loss) from sales of inventory . .

11 Other revenue a
b
c
d

12 Subtotal Add columns (b), (d), and (e) , , , , ~-102,381 .

13 Total . Add line 12, columns (b), (d), and (e) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 13
(See worksheet m line 13 instructions on page 26 to verify calculations )

-102,381 .

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No .

JSA
4E1492 2 000

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See
page 27 of the instructions )

Form 990-PF (2004)

16733H K932

11/09/2005

13 :46 :26

V04-8

85646

13

Page 12
48-0918408
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exem p t Or g anizations
Did the organization directly or indirectly engage in any of the following with any other organization described in section
Yes No
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations

Form 990-PF 2004

a Transfers from the reporting organization to a nonchantable exempt organization of

(1)Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1a1
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a ( 2 )
b Other transactions
(1)
(2)
(3)
(4)

Sales of assets to a nonchantable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Purchases of assets from a noncharitable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
Rental of facilities, equipment, or other assets , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
Reimbursement arrangements , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
(5) Loans or loan guarantees , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
(6) Performance of services or membership or fundraising solicitations , , , , , , , , , , , , , , , , , , , , , , , , , ,
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees , , , , , , , , , , , , , , , , , , , , , , ,
d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting 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

2 a

, , 1 b(i )
, , 1b (2 )
, , 1 b (3 )
, , 1 b(4)
, , 1b (5 )
, , 1 b (6 )
, ,
1c

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 Ii "Yes," complete the following schedule
(a) Name of organization

(b) Type of organization

Under penalties of penury, I declare that I have examined this return, including
belief, it is true, correct, and complete Declaration of preparer (other than tam

Signature of-officer or trustee

_M >1
-E Preparer's
T CM 0 sig a ure
0.

Firm's name (or yours if

self-employed), address,
anti ZIP code

BKD,
' 1551

N WATERFRONT

WICHITA .

JSA
4E1493 2 000

16733H K932

LLP

11/09/2005

KS

, , , , , , , , , , , , , , , , , ,

X
X
X
X
X
X
X
X
X

1:1 Yes a No

(c) Description of relationship

schedules and statements, and to the best of my knowledge and

Schedule B

(Form 990, 990-EZ,

of 990-PF)

Supplementary Information for

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

Department of the Treasury

Name of organization

CHARLES G .

1545-0047

200
Employer identification number

KOCH CHARITABLE FOUNDATION

48-0918408

Organization type (check one)

Filers of:

OMB No

Schedule of Contributors

Section :

Form 990 or 990-EZ

501(c)(

) (enter number) organization

D 4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

D 4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. (Note : Only a section 501(c)(7), (8), or (10)
organization can check boxes for both the General Rule and a Special Rule - see instructions )
General Rule -

For organizations fling Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor (Complete Parts I and II )
Special Rules -

For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations
under sections 509(a)(1)/170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of $5,000 or 2% of the amount on line 1 of these forms (Complete Parts I and II )
For a section 501(c)(7), (8), or (10) organization fling Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III )
0 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 is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc , purpose Do not complete any of the Parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc , contributions of $5,000 or more
during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " $
Caution : Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990,
990-EZ, or 990-PF), but they must check the box m the heading of their Form 990, Form 990-EZ, or on !me 2 of their Form
990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, Fonn 990-EZ, and Form 990-PF

Schedule B (Form 990, 990-EZ, or 990-PF) (2004)

JSA
4E1251 7 000

16733H K932

11/09/2005

13 :46 :26 V04-8

85646

16

.EZ or 990
.PF) (2004)
Schedule B (Farm 990, 930

Name of organization

CHARLES

of

G.

of Part I

Employer identification number

KOCH CHARITABLE FOUNDATION

48-0918408

Contributors (See Specific Instructions .)

(a)
No.

(b)
Name, address, and ZIP + 4

CHARLES G .
4111 E .
WICHITA,

(a)
No.

(c)
to contributions

KOCH

37TH STREET N .
KS

16 , 019 , 933 .

(d)
Type of contribution
Person
Payroll
Noncash

(Complete Part II if there is

a noncash contribution )

67220
(b)
Name, address, and ZIP + 4

(c)
contributions

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

(a)

No,

(b)

(c)
contributions

Name, address, and ZIP +4

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

(a)
No.

(b)
Name, address, and ZIP +4

(c)
contributions

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

(a)

No.

(b)

(c)
contributions

Name, address, and ZIP +4

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

(a)
No .

(b)
Name, address, and ZIP + 4

(c)
ate contributions

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

Schedule B (Form 990, 990-EZ or 990-PF) (2004)

JSA
4 E 7 253 1 000

11F~-Aax x932

11/09/2005

13 :46 :26 V04-8

85646

17

CHARLES G. KOCH CHARITABLE FOUNDATION

EIN 48-0918408
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12131104

PART VII-B, Question on Line 5c :

ATTACHMENT A

Expenditure Responsibility Statement for the Year 2004

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

(ii)

Date and Amount

of Grant :

February 18, 2004

$123,855
September 13, 2004 $35,000

(iii)

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 .

Amounts expended :

Report received from the Kansas Cultural Trust shows the following expenditures :
$123,855 of the February 2004 grant was spent for providing enabling grants to artists
and for professional fees and $7,447 of the September 2004 grant was spent for
providing enabling grants to artists and for professional fees .

Diversions :

To the knowledge of this grantor foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.

(iv)

(v)

(vi) Date of Reports :

On May 13, 2005, the Kansas Cultural Trust submitted a full and complete report of its
expenditures of the February 2004 and September 2004 operating support grants.

(vi) Verification :

The grantor has no reason to doubt the accuracy or reliability of the report from
the grantee, therefore, no independent verification of the reports were made .

CHARLES G . KOCH CHARITABLE FOUNDATION

EIN 48-0918408
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12131104

PART VII-B, Question on Line 5c:

ATTACHMENT B

Expenditure Responsibility Statement for the Year 2004

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.

The Phillips Foundation

One Massachusetts Avenue, NW, Suite 620
Washington, DC 20001

(ii)

Date and Amount

of Grant:

May 11, 2004

(iii)

Purpose of Grant

Support for the Journalism Fellowship Program run by the Phillips Foundation

Amounts expended.

Report received from The Phillips Foundation shows the following expenditures .
$12,500 of the May, 2004 grant was spent directly for providing grants through
their Journalism Fellowship Program

(v)

Diversions:

To the knowledge of this grantor foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made.

(vi)

Date of Reports

On May 23, 2005, The Phillips Foundation submitted a full and complete
report of its expenditures of the May 2004 grant

(iv)

(vi) Verification'

$20,000

The grantor has no reason to doubt the accuracy or reliability of the report from
the grantee, therefore, no independent verification of the reports were made

CHARLES G. KOCH CHARITABLE FOUNDATION

EIN 48-0918408
SCHEDULE OF INFORMATION FOR 2004 FORM 990 PF

PART VIII, Line 1 - Officers, Directors,Trustees, Managers, Etc .

Na me and Address

(b) Title, and average

hours per week
devoted to position

ATTACHMENT C I

(d) Contributions
to employee
" ~ c) Compensation
benefit plans

(e) Expense
account, other
allowances

Richard Fink,
655 15th Street, NW, Suite 445
Washington, DC 20005

President / Director
1 hour per week average

Kelly Young
655 15th Street, NW, Suite 445
Washington, DC 20005

Vice President
19 hours per week average

Kevin L Gentry
655 15th Street, NW, Suite 445
Washington, DC 20005

Vice President
20 hours per week average

Anthony Woodlief
655 15th Street, NW, Suite 445
Washington, DC 20005

Vice President
1/1/04 to 6130/04
23 hours per week average

Mark Humphrey
P O Box 2256
Wichita, KS 67201

Secretary
Less than 1 hour per week

Vonda Holliman
P O Box 2256
Wichita, K;> 67201

Treasurer
7 hours per week average

Charles G Koch
P O Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

Elizabeth E3 Koch
P O Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

Elizabeth Robinson Koch

P O Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

Charles Chase Koch

P O Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

Koch Industries, Inc

P O Box 2256
Wichita, KS 67201

Not Applicable
(Payment for management
services of officers above)

353,412

Koch Business Holding, LLC

P O Box 2256
Wichita, KS 67201

Not Applicable
(Payment for management
services of officers above)

7,861

361,273

TOTAL

CHARLES G. KOCH CHARITABLE FOUNDATION

EIN 48-0918408
SCHEDULE OF INFORMATION FOR 2004 FORM 990 PF
PART XV, LINE 2D, INFORMATION REGARDING GRANTS - LIMITATIONS ON AWARDS

ATTACHMENT D

The foundation primarily supports research and education programs that analyze the impact of free societies, 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 individuals .
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, it also requires that you submit verification from the IRS that your
organization is exempt 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 445
Washington, DC 20005
Other Contact Information .
Phone: 202-393-2354
Fax: 202-393-2355
email @ cgkfoundation com

CHARLES G .
FORM 990PF,

KOCH CHARITABLE
PART

FOUNDATION

- CONTRIBUTIONS,

48-0918408

GIFTS AND GRANTS RECEIVED

NAME AND ADDRESS

----------------

DATE

CHARLES G . KOCH
4111 E . 37TH STREET N .
WICHITA, KS 67220

16,019,933_

TOTAL CONTRIBUTION AMOUNTS

16733H K932

DIRECT
PUBLIC
SUPPORT

11/09/2005 13 :46 :26 V04-8

85646

-----------16,019,933 .

18

STATEMENT

CHARLES G .

FORM

990PF,

KOCH CHARITABLE

PART

- OTHER INCOME
REVENUE
AND
EXPENSES
PER BOOKS
---------

DESCRIPTION
INTEREST

FROM PROGRAM-RELATED INVESTMENT

TOTALS

16733H K932

48-0918408

FOUNDATION

11/09/2005

13 :46 :26 V04-8

18,045 .

-------------18,045 .

85646

NET
INVESTMENT
INCOME
-----18,045 .

-------------18,045_

19

STATEMENT

CHARLES G .

FORM 990PF,

KOCH CHARITABLE

PART

- LEGAL FEES
REVENUE
AND
EXPENSES
PER BOOKS
---------

DESCRIPTION

5,862 .

LEGAL FEES-INVESTMENT
LEGAL FEES-ADMIN
TOTALS

16733H K932

48-0918408

FOUNDATION

64,733 .
-------------70,595 .

11/09/2005 13 :46 :26 V04-8

85646

NET
INVESTMENT
INCOME
------

ADJUSTED
NET
INCOME
------

CHARITABLE
PURPOSES
--------

-------------NONE

65,251 .
-------------65,251 .

5,862 .

-------------5,862 .

20

STATEMENT

17

TZ

INaWZ.LVIS

'10T,oz
--------------

saSOd'dnd
lariavi I'~Mo

atqom
--------------

3NODNI
I aN

Calsfif CrV

8-POA 92~ :9V :ET 9002:/60/TT

9t,998

-BE9,z
-------------'8Eg"Z

aKoz)mi
.LmaK.LsaANi

IaN

-LZ9'TZ
--------------680'6T

sriviol
Saaa

SaOIAdaS oioov itqaKIsaAMI

saaa smiiNnooov

-----------

SMOOE 'dad
S3SMadXa

IqOIIdI'dZ)Sa(l

(INV

anNaAaH
Saad ONIINnODOV -

8OV8T60-8V

ZE6X HEEL9T

I I'dVd 'dd066 WHOa

NOII'VGNnOa alErVIDMO HOOM

SaMMO

lNaW31VIS

'96V'ETE
-------------,Gzo,B
-L6L'VOZ

zz

9V998

--------------EOL'E

8-VOA 9Z :9V :ET SOOZ/60/TT ZE6>1 HEEL9T

-------------"gzo,e
-EOL'E
OVL'EOZ

'PL9'OOT
SHSOd~:Md
arIErV,LIUVHZ)

iNaKisaANi

lam

sriviol
s3aa alissax
S3aa a0NVNaLNIVW GNVrl
Saaa NOIILVdlsimiwcrv ILNVHE)
Saad JiNSKaf)VNVK LNaPUSaANI
Saaa ONILrInSNOD 7VNOISSaaO'dd

-----------

SMOOS 'dad
sasNadxa
umv

Noildiuosaci

afimaAa'd

saaa wNoissaao~id 'daHlO -

8op8T60-8p

I I'dVd 'ad066 KdOa

NOIIVGNnOa aqSVIIUVH3 HOOM

"D S371MO

INaNalvis

Ez

8-POA 9Z :9V :ET 90OZ/60/11 ZE6M HEEL91

9D,998

'Ell
--------------

-99L'OT
--------------

SWILOIL

saxvi a.LYLsa 7va-d

XVI asioxa qlq-daGaa

'Ell
-Zgg,OT

----------3MOONI
iNaK.LsaAMI

I IaN

Noi .Ldi,dDsa(i

SMOOEI 'dad
sasiqzdxa
CINV

anmaAaU

saxv,L

8OV8T60-8P

i -Ldvd 'ad066 WUOa

NOIIVGNnOa arIEVIIUVHD HOOM

'D S3qSVHD

LN3NaJVLS

vz

8-VOA 9Z :9V :ET 90OZ/60/TT ZE6X HEEL9T

9TV998

- zoo' ZE
--------------

'EPL'OE

--------------

sriviol
sfloaNvqrla :)sIpq

ZTE,E

Sana '3 dIHsuaEmaK

-L89'Z

aNOHdarIaL

-6D,9'L

sairiddris

-6VE

'6VE

s a ad XNVS

1
*E88 9

7,daAIrIaG I aZ)V.LSOd

'D,gL'6

'DgL'6

-------sasod,z:md
arIEVI I UVHO

ZDNV~MSNI

--------

-----------

smoos dad
sasNadxa
GNV
anNaAa'd

Noildiu0saa

SaSN3dXa 'daHlO - I IUVd

'ad066 MOa

a
80VB160-BV

NOII'VGNnOa ZrIEFNtlIUVHD HDOM

*f) saqwvH:)

9z

LNSNalv.LS

9DI998

aNOlq
---------------

aNom
---------------

aNON

aNON

8-VOA 9Z :9V :El 90OZ/60/TT

u7E6M HEEL9T

srrVlol
-00 ESIn6S

SUZAN qOISIUS
-----------

----------

Emiama

NOI,LdIU0SaC3

anrIVA MOOS
E)Iqi(lNa

MOOIS aIVUOdUOD -

8OP8160-8V

NOIIVGNnO3

II

IUVd

3qgVIIUVHD HDOX

'ad066 WHO3
'D SaqUVHD

IMaKaIVIS

'VZV'EZO'LZ
--------------'TT9'L9Z'S
-C6T'86V'S
-80S,8cz,g
-ZTZ'6LO'TT

9z

9D,998

-BLO'6PP'9Z
--------------'000,000's
'SZ6'VIE'TT

8-POA 9Z :9P :El

SOOZ/60/TT ZE6X HEEL9T

srivio,L
CINna MUnlald a.LnrIOSEV MOUIS3W
(IMOS TISLLdamoo aAOZVZ
GNM IN3XMOGNa NaGaV
aNrla -~Ma IUOHS SHOYS NVNGqOD

----------

-----------

arlqVA XOOS
ONIUM3

NO!ld!UZ)S3(3

SINaKISaANI SaHIO 8OP8T60-8V

moiivamnoa

II IUVd

arievLiuvH :) Hoom

'ad066 MOa
*f) saq-d"z)

OT

INSNalvis

9D,998

LZ

, 000 J SSE
---------------

000, SSE
---------------

, 000, SSE

- 000, SSE

8-VOA 9Z :9V :ET 90OZ160ITT Z~Ml HCCL9T

srlv.LO.L
SIN3WISaAMI GalVqad
wdsoEd - auavAiaoa-d sajON

---------anrIVA >1009

----------NOIldI'dDSaa

DMIGNa

46

SlaSSV -daHlO BOVBT60-8V

II I'dVd 'ad066 KHOd

NOIlVaNnOa a7SVlIUVHD HOON 'D S3q'dVHD

- CHAlkLES G .

FORM 990PF,

KOCH CHARITABLE FOUNDATION

48-0918408

PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

GRANT ADMINISTRATOR
655 15TH STREET NW, SUITE 445
WASHINGTON, D .C . 20005
(202)393-2354

STATEMENT
16733H K932

11/09/2005 13 :46 :26 V04-8

85646

28

11

ZT

INsialyls

9v9se

6Z

oiliErld
000'sl

X'dOddng DbUIVMO WOOD

olmmd
ELG'V

0179nd
Ldoddns Evimsao TiEaNm

000,0S

SWHSOldd 7VNOIIYD[la3

'000'SLZ

uoadfis Eviiyudo Timm

o0olos

Illoddas Wilygado MaNaf)

'000,09

1'90ddfIS DNIMMO MaNZE)

HEEL9T

'D Q 'NOIDNIHM

dIHSNZZIIID TIEIISNOMd E03 31nIIISKI

ZV 'XIN3OHd

YA 'XW,;MIVa

'O'C 'NOISNIHSYM

'O'a 'NOIDNIHSYM
71ONflOO 7,DYH3lIrI MIM-WOKAN3

Di7and
Idoadfis E)NIIYH3do TIMM

ZE6X

X13100S ISITYUG29 IHI

Diriand

,Osz,g

GOOZ/60/IT

Noilywo.3 XIISMINn NOM MOM

9xYgDoldd H:)Ey3s3s MY 7VOILY011M

'000,SL

9Z :9V'ET

alrililskii UlymarIoD

SWHDOdd TIZNOII'Vorla3

OiTmd
'OOS'LLL

S-VOA

YA 'YSSalA
Nonymm Ni 3oorri3om Eoa ~dzw3o

OIrlEfld

YA 'NOIDNITV
SMIXIISSI GIRDIII so MIE

Z)IrlEmd

oiriana

'O'Cl 'NOIDNIHS-IfM

ZSIEMIN3 woild3w

Ix 'Salm aNygo
31MIJIGNI NOIDY aml

------

--------------------------------

------------------------------

--------------------------

INnow

NOUrIEDUSOD UO IfMV 30 3SOdWnd

JINzidiov 130 Sfilyls Noilywoa

smacrv aRv WIN INMIOU

GRY
TICIINYIMS 01 dIHSNOIIVIZH

MA aK DbZl'dnC GlYd SNOMWEIROD aNY SINVW - AX IEVd 'IcIO66 KHO3

SOPST60-SP

NOIlYWO.3 3rISYlIVYHD HOOM 'S 'SMYRO

El

193qalyls

OE

9v9se

Oirma
000'sz

XdOadns ONILY93do WUR30

000,00T

I'doddins fW11Y83do WHIRM

000,0Z

Idoddris ON11YUCIO 7VHaRZD

000, Oz

Idoadfis ONIMICIO VMM

000'sz

I'doadfis 5NIlyg3do 7vaaNZD

000'06

I'doddfis E)NIM3do 7YURK)

GL6

11dociarks DIUMMO rMIRM

sse, GGI

Idoacifis ONIV9340 WdamaO

000, On

SKVdE)O'dd HOW3SMI 'McIdIIS ONIMMO TV-daNIV

HEEL9T

vo 'Snaosy Sol

vo

YDINO;q 'aws

Bq 'Imzzos

cm , Dwolod
NoilMmoa SdITIIHd 7HI

MEmd

*Z),Cl INOIE)NIHSYM
319Y10MO'd MUHINVUHd

Dirland

DiriEmd

YO 100SIONYEA Nys

ZlraIISNI HZ)EYZS7H DIMYd

VA 'VIEMMY
UIN20 HOWZS79 VI(13K

IMAI'da

OiriEnd

NOILASIUROD do ItME) .30 Mama

ZE6-A

UIN30 HOSYMN JN3VOKARZ I AI'dZdO'dd

ZIYAI'dd

iNnowy

SOOZ/60/TT

NoilygoduoD CNYH

OMEnd

--------------------------------

9Z :9V :ET

alruilsai x3laod DISEMa NOSY78

OIIIEnci

------

8-VOA

-----------------------------IIAZICHOU 30 sravis Noilymoa

aw

"

YIIHDI14

Isfildi TIMUTIO SYSMN

za I NolEmimim
z1faiismi MOMS UVID37100,93INI
-------------------------ssuacry aRy MAN INaidi;)u

EOME11111400 TfIIAYISanS 01 dIHSNOIIYrI2E

UYU 3HI DRDMO GlYd SAOMISUINOD GW SlAVED - AX IWd 'Ad066 W03

AOILYMM03 TIENIMHO HOOA 'S SH-7hrHO

PT

LZO'EOT'Z
------------

1143qUYIS

9v9ss

I IE

8-VOA

9Z'9V :ET

GOOZ/60/TT

ZE6'A

IfEEL9T

ciyd sNolinsidiNoz) W101

Z)I'lEnd

XlEfld
0001oz

I'docicins E)Iqilyazao TIURB

VLE' 9T

SK'Amolad TIZNOIlyofIQ3

000 1 qz

Idoadfis E)IqilyHzao TIZIdaNZ9

'0'(3 'NOIDNIHM
U311430 ROSU14 1401lao0bi

Idoacirls SlqilvEaclo TfURB

OYIE[nd

X1 INOSQUWZ)Id

n-rm ly M31 30 AlinlAiNn

X1 '14ilsily
NOIIYGNnoa 7~oillod DIIIEmd Mal

Z)I'lEfld

yo lasor Nvs
NOIlYaMO3 ALISWAIM KVIS 3SOf NYS

------

--------------------------------

------------------------------

---------------- ----------

lAriow.

NonfianiNoo Eo iNYHE) ao zsoauna

INzidion 140 sruyls Noilycmoa

ss3H(]crv QW 34V llqzidloTd

aw
'JOILEDdINOO 7VIINVISBnS 01 dIHSNOLIVIZE

EVV~ ZHI ONIIM(I (IIYd SlqOIlrlEIdlNOO MW SINVED - AX IUYd 'ad066 MOI

BOV8160-BV

NOIIYWO1 379VIIYfHO H0031 'D S3TdVHD

91 1143qalyls

0001SOT'l
------------

000,0S

ZE

9v9sB

-----Mriow

9Z 9P .El

GOOZ/60/11

ZE6-A

HEEL9T

(13AOdddy SNOIDIEMNOD riyloL

Diriend

maans DNiiyHzao wHaNa)

DI7Efld
OOO'SET'T

a-VOA

SKYEDOIld HOWME I TiNOILYON33

YO

3sof ays

Noummoa xima&im aLyis zsoo Nys

YA 'XYaIYi
NOIIYWOJ XIISE3AIWI NOM 3VU03E)

--------------------------------

------------------------------

--------------------------

NOMISIUNOD 'do INYED 30 Md~Md

INzialoaE go sravis Nollymmoli

sMack w XqYN INZIdIOU

w
NOMS1111NOD 7YIINVISEIIS 01 dIHSNOIIY72E
I
INWYd M=3 E03 C]aAO'dddY SNOILMNINOO - AX Md 'R066 M03
SOPS160-0

NOIlYMnOa TIMMID HOON *D HUM

FORM 990-PF - PART IV

CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Kind of Property
Gross sal
price lessex iE

~Fp

Description

Depreciation
allowed/
allowable

Cost or
other
basis

FMV
as of
12131169

Adj basis
as of
12/31/69

BRISTOL MYERS-COMMON STOCK,

PROPERTY TYPE : SECURITIES

937,306 .

Excess of
FMV over
adl basis

30,800

SHARE

Q~

1,610,532 .

MELLON BANK-ZAZOVE ASSOCIATES,

PROPERTY TYPE : SECURITIES
1,373,500 .

1,167 .

Date sold

12/01/2003

01/21/2004

-673,226 .
LLC FUND-

P VAR

1,269,531 .
SOFT BRANDS, INC . -COMMON STOCK,
PROPERTY TYPE : SECURITIES

Date
acquired
Gain
or
(loss)

103,969 .
615

SHAR

03/01/2004

12/16/2004

367 .

Boo .
GOLDMAN SACHS SHORT DURATION FUND-SALE 0
PROPERTY TYPE : SECURITIES
5,096,320 .

5,000,000 .

VAR

P VAR

06/25/2004

-96,320 .

---------TOTAL GAIN(LOSS)

JSA
4E1730 1 000

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16733H K932

11/09/2005 13 :46 :26 V04-8

85646

-665,210 .

is