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Return of Private Foundation
Form990-PF or Section 4947(a)(1) Nonexempt Charitable Trust

Departmentof theTreasury
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements
2011
InternalRevenue Service

For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011

G Check all that apply r In1t1al return r In1t1al return of a former public charity r Final return
Name of foundation
A mended r return r Address change r Name change A Employer identification number
FRED C & MARYR KOCH FOUNDATIONINC
48-6113560
% HEATHERLOVE
B Telephone number (see page 10 of the instructions)
Number and street (or PO box number 1fmail 1snot delivered to street address) Room/suite
PO BOX2256
(316) 828-8286

''
City or town, state, and ZIP code C If exemption application 1spending, check here ~
WICHITA, KS 672012256
D 1. Foreign organizations, check here ~

H Check type of organ1zat1on P"Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85% test,

'
~
r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation
check here and attach computation

I Fair market value of all assets at end J Accounting method r Cash P"Accrual E If private foundation status was terminated

'
under section 507( b)( l)(A), check here ~
of year (from Part II, col. (c),
!me 16)..,.$ 30,320,124
r Other (specify)
- F If the foundation 1sin a 60-month temnmat1on
(Part I, column (d) must be on cash basis.)

'
under section 507(bH1HBl, check here ~

l:a-11 Analysis of Revenue and Expenses


total of amounts m columns (b), (c), and (d) may not
(The (a) Revenue and
(b) Net investment (c) Adjusted net
(d) Disbursements
for charitable
expenses per
necessanly equal the amounts m column (a) (see page 11 of income income purposes
books
the mstmctwns) ) ( cash basis only)
1 Contributions, gifts, grants, etc, received (attach schedule) 276,000

2 Check ... 1 1fthe foundation 1snot required to attach Sch B


3 Interest on savings and temporary cash investments 268 268

4 D1v1dends and interest from securities. 1,168,613 1,168,613

Sa Gross rents

b Net rental income or (loss)

Q) 6a Net gain or (loss) from sale of assets not on line 10 61,808


; b Gross sales price for all assets on line 6a 1,193,769
:r;
61,808
~ 7 Capital gain net income (from Part IV, line 2)
Ci:: 8 Net short-term capital gain

9 Income mod1f1cat1ons

10a Gross sales less returns and allowances I


b Less Cost of goods sold
1
C Gross profit or (loss) (attach schedule)

11 Other income (attach schedule)

12 Total. Add lines 1 through 11 1,506,689 1,230,689

13 Compensation of officers, directors, trustees, etc 0

14 Other employee salaries and wages


,fl
Q) Pension plans, employee benefits
,fl 15
!::
Legal fees (attach schedule).
t
)(
16a
b Accounting fees (attach schedule). ~ 21,100 1,214 0 15,323
Li.I
Q) C Other professional fees (attach schedule) ~ 16,766 15,583 1,183
>
p
,:::; 17 Interest
'-
t.-: 18 Taxes (attach schedule) (see page 14 of the instructions) ~ 12,139
i:: Deprec1at1on (attach schedule) and depletion
19
E
-:::::: 20 Occupancy
..:r
-:::::: 21 Travel, conferences, and meetings. 2,596 2,596
!::
,:::; 22 Printing and publ1cat1ons 719 719

~ 1,722 1,722
.!::'
23 Other expenses (attach schedule)
-..,
,:::; 24 Total operating and administrative expenses.
'-

t
0
Add lines 13 through 23 55,042 16,797 0 21,543

25 Contributions, gifts, grants paid. 1,984,794 1,984,794

26 Total expenses and disbursements. Add Imes 24 and 25 2,039,836 16,797 0 2,006,337

27 Subtract line 26 from line 12


a Excess of revenue over expenses and disbursements -533,147

b Net investment income (1f negative, enter -0-) 1,213,892

C Adjusted net income (1f negative, enter -0-)


For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions. Cat No 11289X Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 2
Attached schedules and amounts in the description column Beginning of year End of year
l:F-TillU
Balance Sheets should be for end-of-year amounts only (See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value
1 Cash-non-interest-bearing.
2 Savings and temporary cash investments 6,038,752 4,725,372 4,725,372

3 Accounts receivable,.. 24,846

Less allowance for doubtful accounts,.. 0 24,846 24,846

4 Pledges receivable,..
Less allowance for doubtful accounts,..
5 Grants receivable
6 Receivables due from officers, directors, trustees, and other
d1squal1f1ed persons (attach schedule) (see page 15 of the
1nstruct1ons).
7 Other notes and loans receivable (attach schedule),..

Less allowance for doubtful accounts,..


'-""
m
'-""
8 Inventories for sale or use
'-"" 9 Prepaid expenses and deferred charges 0 5,823 5,823
~
10a Investments-Li S and state government obl1gat1ons (attach schedule)
b Investments-corporate stock (attach schedule). 3,718,851 ',!;I 3,718,851 3,744,445

C Investments-corporate bonds (attach schedule).


11 Investments-land, bu1ld1ngs, and equipment basis,..
Less accumulated deprec1at1on (attach schedule),..
12 Investments-mortgage loans
13 Investments-other (attach schedule) 21,152,092 ',!;I 21,902,905 21,767,138

14 Land, bu1ld1ngs, and equipment basis,..


Less accumulated deprec1at1on (attach schedule),..
15 Other assets (describe,.. ) ',!;I 52,500 ',!;I 52,500 ',!;I 52,500

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


1nstruct1ons Also, see page 1, item I) 30,962,195 30,430,297 30,320,124

17 Accounts payable and accrued expenses 8,789 10,038

18 Grants payable
,fl
19 Deferred revenue
4'
-e 20 Loans from officers, directors, trustees, and other d1squal1f1ed persons
.3 Mortgages and other notes payable (attach schedule)
,:::; 21
.::i 22 Other l1ab1l1t1es (describe,.. )

23 Total liabilities (add lines 17 through 22) 8,789 10,038

Foundations that follow SFAS 117, check here ,.. p-


and complete lines 24 through 26 and lines 30 and 31.
,fl
4' 24 Unrestricted 30,953,406 30,420,259
u
~
,:::; 25 Temporarily restricted
-,:::;
26 Permanently restricted
ca
Foundations that do not follow SFAS 117, check here ...
!::
::::l
u.
'-
0
27
and complete lines 27 through 31.
Capital stock, trust principal, or current funds
'
,fl
28 Pa1d-1n or capital surplus, or land, bldg, and equipment fund
4)
,fl 29 Retained earnings, accumulated income, endowment, or other funds
,fl
ci 30 Total net assets or fund balances (see page 1 7 of the
4) 1nstruct1ons). 30,953,406 30,420,259
z
31 Total liabilities and net assets/fund balances (see page 1 7 of
the 1nstruct1ons) 30,962,195 30,430,297

hlfllOI Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beg1nn1ng of year-Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year's return) 1 30,953,406
2 Enter amount from Part I, line 27a 2 -533,147
3 Other increases not included 1n line 2 (1tem1ze),.. 3
4 Add lines 1, 2, and 3 4 30,420,259
5 Decreases not included 1n line 2 (1tem1ze),.. 5
6 Total net assets or fund balances at end of year (line 4 minus line 5 )-Part II, column (b), line 30. 6 30,420,259
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 3
l:F-Till"t Capita Gams an d Losses f or Tax on Investment Income
(b) How acquired
(a) List and describe the k1nd(s) of property sold (e g, real estate, (c) Date acquired (d) Date sold
P-Purchase
2-story brick warehouse, or common stock, 200 shs M LC Co) (mo, day, yr) (mo, day, yr)
D-Donat1on
la ZAZOVE ASSOCIATES, LLC p

b GLEACHER DIVERSIFIED STRATEGIES FUND LTD p

d
e
(f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss)
(e) Gross sales price
(or allowable) plus expense of sale (e) plus (f) minus (g)
a 1,036,414 977,000 59,414
b 157,355 154,961 2,394
C

d
e
Complete only for assets showing gain 1n column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus
(j) AdJusted basis (k) Excess of col (1) col (k), but not less than -0-) or
(i) FM V asof12/31/69 Losses (from col (h))
asof12/31/69 over col (J), 1f any
a 59,414
b 2,394
C

d
e

2 Capital gain net income or (net capital loss) { If gain, also enter 1n Part I, line 7
If (loss), enter -0- 1n Part I, line 7 } 2 61,808
3 Net short-term capital gain or (loss) as defined 1n sections 1222(5) and (6)

If gain, also enter 1n Part I, line 8, column


If (loss), enter -0- 1n Part I, line 8
(c) (see pages 13 and 17 of the 1nstruct1ons)
} 3
..
ifliA"4 Quahf1cat1on Under Section 4940(e) for Reduced Tax on Net Investment 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 foundation liable for the section 4942 tax on the distributable amount of any year 1n the base period7 I Yes P- No
If"Yes," the foundation does not qualify under section 4940(e) Do not complete this part

1 Enter the appropriate amount 1n each column for each year, see page 18 of the 1nstruct1ons before making any entries
(a) (d)
(b) (c)
Base period years Calendar Net value of nonchantable-use assets D1stnbut1onratio
Adjusted qualifying d1stnbut1ons
year (or tax year beginning in) (col (b) d1v1dedby col (c))
2010 1,954,001 31,460,360 0 06211
2009 1,508,261 30,901,951 0 048808
2008 1,637,628 33,807,502 0 04844
2007 1,627,052 35,306,398 0 046084
2006 1,589,777 33,772,998 0 047072

2 Total of line 1, column (d). 2 0 252514


3 Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by
the number of years the foundation has been 1n existence 1f less than 5 years 3 0 050503

4 Enter the net value ofnoncharitable-use assets for 2011 from Part X, line 5. 4 31,454,310

5 Multiply line 4 by line 3.


5 1,588,537

6 Enter 1% of net investment income (1% of Part I, line 27b). 6 12,139

7 Add lines 5 and 6. 7 1,600,676

8 Enter qual1fy1ng d1stribut1ons from Part XII, line 4. 8 2,058,837


If line 8 1s equal to or greater than line 7, check the box 1n Part VI, line 1 b, and complete that part using a 1 % tax rate See
the Part VI 1nstruct1ons on page 18
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) page 4
l:J.fiifJI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948-see page 18 of the instructions)
la Exempt operating foundations described in section 4940(d)(2), check here ,... I and enter "N/A" on line 1
.
Date of ruling or determ1nat1on letter ______ (attach copy of letter if necessary-see
instructions)
b Domestic foundations that meet the section 4940 (e) requirements 1n Part V, check 1 12,139
here,... p-and enter 1% of Part I, line 27b
All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
.
C

2 Tax under section 511 (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-) 2
3 Add lines 1 and 2. 3 12,139
4 Subtitle A (income) tax (domestic section 4947(a)(l) trusts and taxable foundations only Others enter -0-) 4
5 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0-. 5 12,139
6 Credits/Payments
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 17,962
b Exempt foreign organ1zat1ons-tax withheld at source 6b
c Tax paid with appl1cat1on for extension oft1me to file (Form 8868) 6c
d Backup w1thhold1ng erroneously withheld. 6d
7 Total credits and payments Add lines 6a through 6d. 7 17,962
s Enter any penalty for underpayment of estimated tax Check here 1 1f Form 2220 1s attached 8
9 Tax due. If the total ofl1nes 5 and 8 1s more than line 7, enter amount owed.
,... 9
10 Overpayment. If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid. ,... 10 5,823
11 Enter the amount of line 10 to be Credited to 2012 estimated tax,... 5,823 I Refunded,... 11
Part VII-A Statements Regarding Act1v1t1es
la During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did Yes No
1t part1c1pate or intervene 1n any pol1t1cal campa1gn7 la No
b Did 1t spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes (see page 19 of
the 1nstruct1ons for def1n1t1on)7 lb No
If the answer 1s "Yes" to 1a or 1b, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals
published or d1stnbuted by the foundatJOn 1n connection with the act1v1t1es.
c D 1d the foundation file Form 1120-POL for this yea r7. le No
d Enter the amount (1fany) of tax on pol1t1cal expenditures (section 4955) imposed during the year
(1) On the foundation ,... $ ________ (2) On foundation managers ,... $ _______ _
e Enter the reimbursement (1f any) paid by the foundation during the year for pol1t1cal expenditure tax imposed
on foundation managers ,... $ _______ _
2 Has the foundation engaged 1n any act1v1t1es that have not previously been reported to the IRS7 2 No
If "Yes," attach a detailed descnpt1on of the act1v1t1es.
3 Has the foundation made any changes, not previously reported to the IRS, 1n its governing instrument, articles
of 1ncorporat1on, or bylaws, or other s1m1lar 1nstruments7 If "Yes," attach a conformed copy of the changes 3 No
4a Did the foundation have unrelated business gross income of$1,000 or more during the year7. 4a No
b If "Yes," has 1t f1led a tax return on Form 990-T for this yea r7. 4b
5 Was there a l1qu1dat1on, term1nat1on, d1ssolut1on, or substantial contraction during the year7 5 No
If "Yes," attach the statement required by General Instruct/On T.
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) sat1sf1ed either
By language 1n the governing instrument, or
By state leg1slat1on that effectively amends the governing instrument so that no mandatory d1rect1ons
that conflict with the state law remain 1n the governing instrument? 6 Yes
7 D1dthe foundation have at least $5,000 in assets at any time during the year7 If "Yes," complete Part II, col (c), and Part XV 7 Yes
Sa Enter the states to which the foundation reports orw1th which 1t 1s registered (see page 19 of the
1nstruct1ons) ,..._K_s
_________________________________________ _

b If the answer 1s "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G7 If "No," attach explanation. Sb Yes
9 Is the foundation cla1m1ng status as a private operating foundation w1th1n the meaning of section 4942(J)(3)
or 4 9 4 2 (J)(5) for calendar year 2 O 11 or the taxable year beg1nn1 ng In 2 O 11 (see I nstruct1ons for Pa rt XIV on
page 2 7 )7 If "Yes," complete Part XIV 9 No
10 D1dany persons become substantial contributors during the tax year7 If "Yes," attach a schedule /Jstmg their names and addresses 10 No
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 5
l:F-Till'd9~1
Statements Regarding Activities (continued)
11 At any time during the year, did the foundation, directly or 1nd1rectly, own a controlled entity w1th1n the
meaning of section 512(b)(13)7 If"Yes," attach schedule (see page 20 of the 1nstruct1ons). 11 No
12 Did the foundation acquire a direct or 1nd1rect interest 1n any applicable insurance contract before August 17, 20087 12 No
13 Did the foundation comply with the public 1nspect1on requirements for its annual returns and exemption appl1cat1on7 13 Yes
Website address t,,www fmkfoundat1on org

14 The books are 1n care of t,,_H_E_A_T_H_E_R_L_O_V_E


_____________________ Telephone no t,,(316) 828-8286
Located at t,,4111 E 37TH ST N WICHITA KS ZIP +4 t,,.;;..6.;;..7...;c2;..;;2;;..0;;._
_______ _

15 Section 494 7(a)(l) nonexempt charitable trusts f1l1ng Form 990-PF 1n lieu of Form 1041-Check here.
and enter the amount of tax-exempt interest received or accrued during the year. t,, 15

16 At any time during calendar year 2011, did the foundation have an interest 1n or a signature or other authority over IYes I No
a bank, securities, or other f1nanc1al account 1n a foreign country?. 16 I I No
See the 1nstruct1ons for exceptions and f1l1ng requirements for Form TD F 90-22 1 If "Yes", enter the name of the
foreign country t,,
Statements Regarding Act1v1t1es for Which Form 4720 May Be Require d
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No
la During the year did the foundation (either directly or 1nd1rectly)
(1) Engage 1n the sale or exchange, or leasing of property with a d1squal1f1ed person? I Yes F No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1t from)
a d1squal1f1ed person?. I Yes F No
(3) Furnish goods, services, or fac1l1t1es to (or accept them from) a d1squal1f1ed person? F Yes I No
(4) Pay compensation to, or pay or reimburse the expenses of, a d1squal1f1ed person? F Yes I No
(5) Transfer any income or assets to a d1squal1f1ed person (or make any of either available
for the benefit or use of a d1squal1f1ed person)?. I Yes F No
(6) Agree to pay money or property to a government off1c1al7 (Exception. Check "No"
1f the foundation agreed to make a grant to or to employ the off1c1al for a period
after term1nat1on of government service, 1f term1nat1ng w1th1n 90 days ). 1 Yes F No
b If any answer 1s "Yes" to la(l )-(6 ), did any of the acts fail to qualify under the exceptions described 1n Regulations
section 53 4941(d)-3 or 1n a current notice regarding disaster assistance (see page 20 of the 1nstruct1ons)7. lb No
O rgan1zat1ons relying on a current notice regarding disaster assistance check here.
c Did the foundation engage 1n a prior year 1n any of the acts described 1n 1 a, other than excepted acts,
that were not corrected before the first day of the tax year beg1nn1ng 1n 20117. le No
2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined 1n section 4942(J)(3) or4942(J)(5))
a At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beg1nn1ng before 20117. I Yes F No
If"Yes," 11st the years t,, 20 __ , 20 __ , 20 __ , 20 __
b Are there any years listed 1n 2a forwh1ch the foundation 1s not applying the prov1s1ons of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed 1ncome7 (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement-see page 20 of the 1nstruct1ons). 2b
c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, 11st the years here
t,, 20 __ , 20 __ , 20 __ , 20 __
3a Did the foundation hold more than a 2% direct or 1nd1rect interest 1n any business
enterprise at any time during the year7. 1 Yes F No
b If "Yes," did 1t have excess business holdings 1n 2011 as a result of (1) any purchase by the foundation
or d1squal1f1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved
by the Comm1ss1oner under section 4943(c)(7 )) to dispose of holdings acquired by gift or bequest, or (3)
the lapse of the 10-, 15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme
If the foundation had excess busmess holdmgs m 2011.). 3b
4a Did the foundation invest during the year any amount 1n a manner that would Jeopardize its charitable purposes? 4a No
b Did the foundation make any investment 1n 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 beg1nn1ng 1n 20117 4b No
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 6
l:F-Till'dl!l:I
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
Sa During the year did the foundation pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))7 1 Yes [7 No
(2) Influence the outcome of any spec1f1c public election (see section 4955), orto carry
on, directly or 1nd1rectly, any voter reg1strat1on drive 7. 1 Yes [7 No
(3) Provide a grant to an 1nd1v1dual for travel, study, or other s1m1lar purposes? P- Yes 1 No
(4) Provide a grant to an organ1zat1on other than a charitable, etc, organ1zat1on described
1n section 5 O9 (a )(1 ), (2 ), or (3 ), or section 4 9 4 O (d )(2 )7 (see page 2 2 of the 1nstruct1ons ). P- Yes 1 No
(5) Provide for any purpose other than rel1g1ous, charitable, sc1ent1f1c, literary, or
educational purposes, or for the prevention of cruelty to children or animals 7. .1 Yes [7 No
b If any answer 1s "Yes" to 5a(l )-(5 ), did any of the transactions fail to qualify under the exceptions described 1n
Regulations section 53 4945 or 1n a current notice regarding disaster assistance (see page 22 of the 1nstruct1ons)7 Sb No

C
O rgan1zat1ons relying on a current
If the answer 1s "Yes" to question
notice regarding disaster
5a(4 ), does the foundation
assistance
claim exemption
check here.
from the
_,,.'
tax because 1t ma1nta1ned expenditure respons1b1l1ty for the grant?. P- Yes I No
If "Yes," attach the statement required by Regulations sectJOn 53.4945-S(d).
6a Did the foundation, during the year, receive any funds, directly or 1nd1rectly, to pay
premiums on a personal benefit contract?. 1 Yes P- No
b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract?. 6b No
If "Yes" to 6b, file Form 8870.
7a At any time during the tax year, was the foundation a party to a proh1b1ted tax shelter transact1on7 I Yes P- No
b If yes, did the foundation receive any proceeds or have any net income attributable to the transact1on7. 7b
~-,."l'!'!'P.
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
lifliia,.IU and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
(b) Title, and average (c) Compensation (d) Contributions to
(e) Expense account,
(a) Name and address hours per week (If not paid, enter employee benefit plans
other allowances
devoted to pos1t1on -0-) and deferred compensation
See Add1t1onal Data Table

2 Compensation of five highest-paid employees (other than those included on line 1-see page 23 of the instructions).
If none, enter "NONE."
(d) Contributions to
(b) Title, and average
(a) Name and address of each employee employee benefit (e) Expense account,
hours per week (c) Compensation
paid more than $50,000 plans and deferred other allowances
devoted to pos1t1on
compensation

Total number of other employees paid over $50,000.


,,. 0
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) page 7
~- .... -..... Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
lifliia"IU and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

Total number of others rece1v1ng over $50,000 for professional services. ... 0

i:bilf!d.;I Summary of Direct Charitable Activities


List the foundation's four largest direct charitable act1v1t1es
during the tax year Include relevant stat1st1calinformation such as the number of
organizations and other benef1c1aries served, conferences convened, research papers produced, etc Expenses

1SCHOLARSHIP AWARDS 185 INDIVIDUALS ENROLLED IN A COLLEGE OR UNIVERSITY IN THEUS OR 274,500


CANADA WERE AWARDED SCHOARSHIPS EACH FULL TIME STUDENT IS WORKING TOWARD AN
UNDERGRAD DEGREE
2

:r.111:a:11 Summary of Program-Related Investments (see paqe 23 of the instructions)


Describethe two largest program-related investments made by the foundation during the tax year on Imes 1 and 2 A mount
1PROVIDE A LOW-INTEREST LOAN TO GOODWILL INDUSTRIES OF KANSAS TO EXPAND A MISSION- 52,500
BASED SOCIAL ENTERPRISE THAT PROVIDES JOB OPPORTUNITIES FOR INDIVIDUALS WITH SPECIAL
NEEDS
2

All other program-related investments See page 24 of the 1nstruct1ons


3

Total. Add lines 1 throuqh 3. ... I 52,500


Form 990-PF (2011)
Pa e 8
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see paqe 24 of the instructions.)
1 Fair market value of assets not used (or held for use) directly 1n carrying out charitable, etc,
purposes
a Average monthly fair market value of securities. la 26,532,843
b Average of monthly cash balances. lb 5,400,467
C Fair market value of all other assets (see page 24 of the 1nstruct1ons). le 0
d Total (add lines la, b, and c). ld 31,933,310
e Reduction claimed for blockage or other factors reported on lines 1 a and
le (attach detailed explanation). I 1e I
2 Acqu1s1t1on indebtedness applicable to line 1 assets. 2 0
3 Subtract line 2 from line ld. 3 31,933,310
4 Cash deemed held for charitable act1v1t1es Enter 1 1/2% of line 3 (for greater amount, see page 25
of the 1nstruct1ons ). 4 479,000
5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 31,454,310
6 Minimum investment return. Enter 5% of line 5. 6 1,572,716
Distributable Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating
l:J.fiS!u
foundations and certain fore1qn orqarnzat1ons check here,... and do not complete this part.) r
1 M 1n1mum investment return from Part X, line 6. 1 1,572,716
2a Tax on investment income for 2011 from Part VI, line 5. I 2a I 12,139
b Incometaxfor2011 (This does not include the tax from Part VI ). I 2b I
C Add lines 2a and 2b. 2c 12,139
3 Distributable amount before adJustments Subtract line 2c from line 1. 3 1,560,577
4 Recoveries of amounts treated as qual1fy1ng d1stribut1ons. 4
5 Add lines 3 and 4. 5 1,560,577
6 Deduction from distributable amount (see page 25 of the 1nstruct1ons). 6
7 Distributable amount as adJusted Subtract line 6 from line 5 Enter here and on Part XIII,
line 1. 7 1,560,577

:tfll!.+Qualifying Distributions (see page 25 of the instructions)


1 Amounts paid (1nclud1ng adm1n1strat1ve expenses) to accomplish charitable, etc, purposes
a Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. la 2,006,337
b Program-related investments-total from Part IX-B. lb 52,500
2 Amounts paid to acquire assets used (or held for use) directly 1n carrying out charitable, etc,
purposes. 2 0
3 Amounts set aside for spec1f1c charitable proJects that satisfy the
a Su1tab1l1ty test (prior IRS approval required). 3a 0
b Cash d1stribut1on test (attach the required schedule). 3b 0
4 Qualifying distributions. Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 2,058,837
5 Foundations 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 26 of the 1nstruct1ons). 5 12,139
6 Adjusted qualifying distributions. Subtract line 5 from line 4. 6 2,046,698
Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent years when calculating whether the foundation qual1f1es for
the section 4940(e) reduction of tax 1n those years
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 9
:F-Til1:.n
Undistributed Income (see paqe 26 of the instructions)
(a) (b) (c) (d)
Corpus Years prior to 2010 2010 2011
1 Distributable amount for 2011 from Part XI, line 7 1,560,577

2 U nd1stributed income, 1f any, as of the end of 2011


a Enter amount for 2010 only. 584,676
b Total for prior years 2009 , 2008 , 2007
3 Excess d1stribut1ons carryover, 1f any, to 2011
a From 2006. 0
b From 2007. 0
C From 2008. 0
d From 2009. 0
e From 2010. 0
f Total of lines 3a through e. 0
4 Q ual1fy1ng d1stribut1ons for 2011 from Part
XII, line 4 .... $ 2,058,837
a Applied to 2010, but not more than line 2a 584,676

b A ppl1ed to undistributed income of prior years


(Election required-see page 26 of the 1nstruct1ons)
c Treated as d1stribut1ons out of corpus (Election
required-see page 26 of the 1nstruct1ons).
d Applied to 2011 distributable amount. 1,474,161
e Rema1n1ng amount distributed out of corpus 0

5 Excess d1stribut1ons carryover applied to 2011 0 0


(If an amount appears 1n column (d), the
same amount must be shown 1n column (a).)
6 Enter the net total of each column as
indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5 0

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 def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed.
d Subtract line 6c from line 6b Taxable
amount-see page 27 of the 1nstruct1ons.
e U nd1stributed income for 2010 Subtract line
4a from line 2a Taxable amount-see page 27
of the 1nstruct1ons
f U nd1stributed income for 2 O 11 Subtract
lines 4d and 5 from line 1 This amount must
be distributed 1n 2011. 86,416

7 A mounts treated as d1stribut1ons out of


corpus to satisfy requirements imposed by
section 170(b)(l)(F) or4942(g)(3) (see page 27
of the 1nstruct1ons).
8 Excess d1stribut1ons carryover from 2006 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
9 Excess distributions carryover to 2012.
Subtract lines 7 and 8 from line 6a. 0

10 Analysis ofl1ne 9
a Excess from 2 OO7.
b Excess from 2008. 0
C Excess from 2009. 0
d Excess from 2010. 0
e Excess from 2 O 11. 0
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 10
M:ifli:u*M Private 0 Foundations see a e 27 of the instructions and Part VII-A uest1on 9
la If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private operating
foundation, and the ruling 1s effective for 2011, enter the date of the ruling. ...-~-----------------

b Check box to 1nd1cate whether the organ1zat1on IS a private operating foundation described In section r 4942(J)(3) or r 4942(J)(5)
2a Enter the lesser of the adJusted net Tax year Prior 3 years
income from Part I or the m1n1mum (e) Total
(a)2011 (b) 2010 (c) 2009 (d) 2008
investment return from Part X for each
year listed.
b 85% ofl1ne 2a.
C Q ual1fy1ng d1stribut1ons from Part XII,
line 4 for each year listed.
d Amounts included in line 2c not used directly
for active conduct of exempt act1v1t1es.
e Q ual1fy1ng d1stribut1ons made directly
for active conduct of exempt act1v1t1es
Subtract line 2d from line 2c.
3 Complete 3a, b, or c for the
alternative test relied upon
a "Assets" alternative test-enter
(1) Value of all assets
(2) Value of assets qual1fy1ng
under section 4942(J)(3 )(B)(1)
b "Endowment" alternative test- enter 2/3
of m1n1mum investment return shown 1n
Part X, line 6 for each year listed.
C "Support" alternative test-enter
(1) Total support other than gross
investment income (interest,
d1v1dends, rents, payments
on securities loans (section
512(a)(5)), or royalties).
(2) Support from general public
and 5 or more exempt
organ1zat1ons as provided 1n
section 4942(J)(3)(B)(111).
(3) Largest amount of support
from an exempt organ1zat1on
(4) Gross investment income
I :r-Tili
:t'fJ Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year-see page 27 of the instructions.)
1 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 section 507(d)(2))

NONE
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 ... r1fthe foundation only makes contributions to preselected charitable organ1zat1ons and does not accept
unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see page 28 of the 1nstruct1ons) to 1nd1v1duals ororgan1zat1ons
under other cond1t1ons, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom appl1cat1ons should be addressed
FRED MARY KOCH FDN GRANT ADM
PO BOX 2256
WICHITA,KS 67201
(316) 828-6083
b The form 1n which appl1cat1ons should be submitted and 1nformat1on and materials they should include
NONE
c Any subm1ss1on deadlines
NONE
d Any restrictions or l1m1tat1ons on awards, such as by geographical areas, charitable fields, kinds of 1nst1tut1ons, or other
factors
NEW SCHOLARSHIPS LIMITED TO DEPENDENTS OF FULL-TIME EMPLOYEES OF KOCH INDUSTRIES, INC AND ITS
SUBSIDIARIES GRANTS GENERALLY LIMITED TO TAX-EXEMPT PUBLIC CHARITIES IN KANSAS
Form 990-PF (2011)
Form 9 9 O- P F ( 2 O 11 ) Page 11
1:)ffii:tfJ
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent Foundation
show any relat1onsh1p to Purpose of grant or
status of A mount
any foundation manager contribution
Name and address (home or business) rec1p1ent
or substantial contributor
a Paid dunng the year
See Add1t1onal Data Table

Total. ....3a 1,984,794


b Approved for future payment

Total. ....3b
Form 990-PF (2011)
Form 9 9 O - P F ( 2 O 11 ) Page 12
I :F-Til ;i"~!lit~J Ana IYSIS 0 f Income-Pro d ucmg Act1v1t1es
Enter gross amounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(a) (b) (c) (d)
(See page 28 of
1 Program service revenue Business code A mount Exclusion code A mount
the 1nstruct1ons )
a
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 14 268
4 D1v1dends and interest from securities. 14 1,168,613
5 Net rental income or (loss) from real estate
a Debt-financed property.
b Not debt-financed property.
6 Net rental income or (loss) from personal property
7 Other investment income.
8 Gain or ( loss) from sales of assets other than inventory 18 61,808
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory.
11 Other revenue a
b
C

d
e
12 Subtotal Add columns (b), (d), and (e). 1,230,689
13 Total. Add line 12, columns (b), (d), and (e). . 13 ________ ___;;1;;.,.;;;;.2..;;..3...;;.0.,_6'-8;;..;;_9
(See worksheet 1n line 13 1nstruct1ons on page 28 to verify calculations )
Part XVI-B Relationshi of Activities to the Aecom lishment of Exem t Pur oses

..
Line No.
Explain below how each act1v1ty for which income
the accomplishment of the organ1zat1on's exempt
page 28 of the 1nstruct1ons)
1s reported 1n column (e) of Part XVI-A contributed importantly
purposes (other than by prov1d1ng funds for such purposes) (See
to

Form 990-PF (2011)


Form 9 9 O- P F ( 2 O 11 ) Page 13
l:ifll:tf,il Information Regarding Transfers To and Transactions and Relationships With
Noncharitable Exempt Organizations
1 D1dthe organ1zat1ondirectly or indirectly engage in any of the following with any other organization described in section Yes No
SOl(c) of the Code (other than section 501(c)(3) organ1zat1ons)or in section 527, relating to political organ1zat1ons7
a Transfers from the reporting foundation to a noncharitable exempt organ1zat1on of
(1) Cash. 1a(1) No
(2) Other assets. 1a(2) No
b Other transactions
(1) Sales of assets to a noncharitable exempt organ1zat1on. 1b(1) No
(2) Purchases of assets from a noncharitable exempt organ1zat1on. 1b(2) No
(3) Rental of fac1l1t1es, equipment, or other assets. 1b(3) No
(4) Reimbursement arrangements. 1b(4) No
(5) Loans or loan guarantees. lb(S) No
(6) Performance of services or membership or fundra1s1ng sol1c1tat1ons. 1b(6) No
c Sharing of fac1l1t1es, equipment, ma1l1ng lists, other assets, or paid employees. le No
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 foundation If the foundation received less than fair market value
1n any transaction or sharing arrangement, show 1n column (d) the value of the goods, other assets, or services received

(a) Line No (b) Amount involved (c) Name of nonchantable exempt organ1zat1on (d) Description of transfers, transactions, and sharing arrangements

2a Is the foundation directly or 1nd1rectly aff1l1ated with, or related to, one or more tax-exempt organ1zat1ons
described 1n section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3 )) or 1n section 5 2 7 7. .I Yes
b If"Yes," complete the following schedule
(a) Name of organ1zat1on (b) Type of organ1zat1on (c) Description of relat1onsh1p

Under penalties of perJury, I declare that I have examined this return, 1nclud1ng 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 f1duc1ary) 1s
based on all 1nformat1on ofwh1ch preparer has any knowledge
i 2012-11-15
~ ~
****** ******
Signature of officer or trustee Date Title

Date PTIN
~
-:l) Check 1f self-
:::c
C
Preparer's ~ ELIZABETH S HOGAN employed ~r
::r.:, Signature
ii) >,
'":..-
v.i -fC
.::.:,i::o Firm's name ~ BKD LLP Firm's EIN ~

i::f:::.,t,
t ,j) 1551 N WATERFRONT PKWY STE 300
Cl.:i
Firm's address ~ WICHITA, KS 672066601 Phone no (316) 265-2811

May the IRS discuss this return with the preparer shown above7 See 1nstruct1ons ...P-Yes I No

Form 990-PF (2011)


letile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:934913200191121
0MB No 1545-0047
Schedule B Schedule of Contributors
(Form 990, 990-EZ,
or 990-PF)
Departrrent of the Treasury
,... Attach to Form 990, 990-EZ, or 990-PF.
2011
Internal Re1.enueSer1,1ce

Name of organization Employer identification number


FRED C & MARY R KOCH FOUNDATION INC
I48-6113560
Organization type ( check one)

Filers of: Section:

Form 990 or 990-EZ r 501(c)( ) ( enter number) organization

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

r 527 pol1t1calorganization

Form 990-Ff" P" 501(c)(3) exempt private foundation

r 4947( a)( 1) nonexempt charitable trust treated as a private foundation

r 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 1nstruct1ons

General Rule-

P" For an organization f1l1ngForm 990, 990-EZ, or 990-Ff" that received, during the year, $5,000 or more ( 1nmoney or
property) from any one contributor Complete Parts I and II

Special Rules

1
1 For a section 501 ( c )(3) organization f1l1ngForm 990 or 990-EZ, that met the 33 /3% support test of the regulations
under sections 509( a)( 1) and 170( b)( 1)(A)(v1), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (1) Form 990, Part VIII, line 1h, or (11)Form 990-EZ, line 1 Complete Parts I and II

1 For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ngForm 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclus1vely for rel1g1ous,charitable,
sc1ent1f1c,literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and
Ill

1 For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ngForm 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclus1vely for rel1g1ous,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 exclus1vely rel1g1ous,charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organization because 1treceived nonexclus1vely rel1g1ous,charitable, etc , contributions of $5,000 or more
during the year . . . . . . . . . . . . . . . . . . . . . . . . . ,... $

Caution. An Organization that 1snot covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-Ff"), but 1tmust answer "No" on Part IV, line 2 of its Form 990, or check the box 1nthe heading of its
Form 990-EZ, or on line 2 of its Form 990-Ff", to certify that 1tdoes not meet the f1l1ngrequirements of Schedule B ( Form 990,
990-EZ, or 990-Ff")

For Paperwork Reduction Pct Notice, see the Instructions Cat No 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
for Form 990, 990-EZ, or 990-PF
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page _1_ of _1_ of Part I
Name of organization Employer identification number
FRED C & MARY R KOCH FOUNDATION INC
48-6113560

HI Contributors (see Instructions) Use duplicate copies of Part I 1f


add1t1onalspace 1sneeded
(a) (b) (c) (d)
No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

-- 1 Person p
KOCH INDUSTRIES
PO BOX 2256
INC
Payroll r
$ 226,000 Noncash r
WICHITA, KS 672012256 (Complete Part II 1f there 1s
a noncash contribution )

(a) (b) (c) (d)


No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
a noncash contribution )

(a) (b) (c) (d)


No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
a noncash contribution )

(a) (b) (c) (d)


No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
a noncash contribution )

(a) (b) (c) (d)


No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
a noncash contribution )

(a) (b) (c) (d)


No. Name, address, and ZIP+ 4 Aggregate contributions Type of contribution

-- Person r
Payroll r
$ Noncash r
(Complete Part II 1f there 1s
a noncash contribution )

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)


Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page _1_ of _1_ of Part II
Name of organization Employer identification number
FRED C & MARY R KOCH FOUNDATION INC
48-6113560
l\bncash Property (see Instructions) Use duplicate copies of Part II 1f
l:fflill add1t1onalspace 1sneeded

(a) No. (c)


(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)

--

(a) No. (c)


(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)

--

(a) No. (c)


(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)

--

(a) No. (c)


(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)

--

(a) No. (c)


(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)

--

(a) No. (c)


(b) (d)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)

--

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)


Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page _1_ of _1_ of Part Ill
Name of organization Employer identification number
FRED C & MARY R KOCH FOUNDATION INC
48-6113560
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. ( Complete columns (a) through ( e) and the follow 1ng line entry )
For organizations completing Part Ill, enter the total of exclus1vely rel1g1ous,charitable, etc ,
contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons ) .,_ $
Use duplicate copies of Part Ill 1f add1t1onalspace 1s needed
(a) l\b. (b) (c) (d)
from
Part I Purpose of gift Use of gift Description of how gift is held

--

(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

(a) l\b. (b) (c) (d)


from
Part I Purpose of gift Use of gift Description of how gift is held

--

(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

(a) l\b. (b) (c) (d)


from
Part I Purpose of gift Use of gift Description of how gift is held

--

(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

(a) l\b. (b) (c) (d)


from
Part I Purpose of gift Use of gift Description of how gift is held

--

(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)


Additional Data

Software ID:
Software Version:
EIN: 48-6113560
Name: FRED C & MARY R KOCH FOUNDATION INC

Form 990PF - Special Condition Description:


I Special Condition Description
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or A mount
show any relat1onsh1p to status of contribution
Name and address (home or any foundation manager rec1p1ent
business) or substantial contributor

a Paid dunng the year


Bill of Rights Inst1tute200 N Glebe None PU BU C Education Support 184,000
Road
Arl1ngton,VA 22203

Commun1t1es In Schools412 S Main None PU BU C Education Support 15,000


W1ch1ta,KS 67202

Ellis Foundat1onPO Box 54 None PU BU C Education Support 24,000


Fort Scott, KS 66701

Friends U n1vers1ty2100 W None PU BU C Education Support 39,000


U n1vers1ty Street
W1ch1ta,KS 672133397

Gilder Lehrman Institute of None PU BU C Education Support 64,000


American H1story19 West 44th
Street
New York, NY 10036

GreaterW1ch1ta YMCA3330 N None PU BU C Education Support 3,500


Woodlawn
W1ch1ta, KS 67 220

Kansas Council on Economic None PU BU C Education Support 25,000


Educat1on1845 Fairmount
W1ch1ta,KS 672600203

Kansas State U n1vers1ty Foundation None PU BU C Education Support 20,000


2323 Anderson Avenue
Manhattan,KS 665022911

Koch Cultural Trust255 N Roosevelt None PRIVATE O perat1ng Support 148,000


W1ch1ta, KS 67 208

Music Theatre ofW1ch1ta225 W None PU BU C O perat1ng Support 10,500


Douglas
W1ch1ta,KS 67202

Newman Un1vers1ty3100 McCormick None PU BU C Education Support 24,000


A venue
W1ch1ta, KS 67 2132097

Symphony 1n the Flint H1llsPO Box None PU BU C O perat1ng Support 14,904


441
Strong C1ty,KS 668690441

W1ch1ta Center for the Arts9112 None PU BU C O perat1ng Support 52,600


East Central
W1ch1ta, KS 67 206

W1ch1ta State Un1vers1ty1845 None PU BU C Education Support 14,000


Fairmont
W1ch1ta, KS 67 260007 2

W1ch1ta SymphonyCentury II None PU BU C O perat1ng Support 15,000


W1ch1ta,KS 67202

Youth Entrepreneurs ofKansas4111 None PU BU C O perat1ng Support 1,056,790


East 37th Street North
W1ch1ta, KS 67 220

Agarwal Sh1van1C/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Alex BrandonC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Arneson LukeC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Baber KnstenC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Barnett DonC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Basnight Ca1tl1nC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Bassin TroyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Baukal Ca1tlynC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Baukal Chnst1neC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Bergan ZacharyC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

B1tonte EbenC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

B1tonte KendallC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Blank1nsh1p IanC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Bohrn Carol-AnnC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount
show any relat1onsh1p to status of contribution
Name and address (home or any foundation manager rec1p1ent
business) or substantial contributor

a Paid dunng the year

Balmer El1zabethC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Bonorden JamesC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Bose PnyankaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Bourland ConnorC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Boyce MaureenC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Bradley TylerC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Bromley ChelseyC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Campbell KaraC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

CamperTyrekC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Carner El1zabethC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Carner K1mberlyC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

ChandlerChnst1neC/O FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Chang AshleyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Chang GaryC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Childs All1sonC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Clavell1 JasonC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Coble JoshuaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Colven JrW1ll1amC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Cook L1ndseyC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Copeland EthanC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Covelli Curt1sC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Cowart All1sonC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Craws haw TateC /0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Cross Carol1neC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Cross Ph1l1pC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Daniel Ha1leyC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Danielson JeffreyC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Davidson Em1lyC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

DeGarmo Lyd1aC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Denton AndrewC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount
show any relat1onsh1p to status of contribution
Name and address (home or any foundation manager rec1p1ent
business) or substantial contributor

a Paid dunng the year

Dewitt KatherineC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Diehl Kev1nC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Dodson J1IIC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Dolechek DeborahC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Donnelly ErinC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Dort TylerC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Dula JonathonC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Edie HeatherC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Engel Madel1neC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Ewers JacobC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Fareed ShaazC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Farmer Em1lyC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

F1scherAmandaC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Fisher M 1randaC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Fox LynleyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Franssen N1cholasC/O FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Fritsche Ph1l1pC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Fritz Ka1leyC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Garza El1zabethC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Gause HayleeC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Gibson RobertC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Gregory LoganC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Hams HollyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Hams Jr BennyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Hawes Dav1dC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Helfrich JaredC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Henderson LeahC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

H1ghf1II AdamC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Holliman KristaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Hoover CalebC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount
show any relat1onsh1p to status of contribution
Name and address (home or any foundation manager rec1p1ent
business) or substantial contributor

a Paid dunng the year

Housley ManssaC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Howard M1chaelC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Iturbide Rodnguez AdnanaC/0 None Educational Scholarship 1,500


FRED C MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Jamison O l1v1aC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Jansen Natal1eC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Jayakaran JacobC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Jenny MatthewC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Johnson AnnaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Johnson KathenneC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Johnson KellyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Johnson RhettC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Juarez JosephC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Jurgensen AmberC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Kaiser BnannaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Kaiser KatelynC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Kaufmann PeterC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

KellerJordanC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Kimpton KellyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Kohn TaylorC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Korpi KathenneC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Lambert JennaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Lambert Natal1eC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Latta Jenn1ferC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Lee CharleneC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Liberatore AnthonyC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Liddle Dav1dC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Liddle PeterC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Lindwall TylerC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Loomis RyanC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Lukhard Mel1ssaC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount
show any relat1onsh1p to status of contribution
Name and address (home or any foundation manager rec1p1ent
business) or substantial contributor

a Paid dunng the year

Macari RachelC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Malone KyleC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Martin Ka1tl1nC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Martyn MatthewC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Mason ChristaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Massa MariaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

McDonald Em1lyC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

McEachern BrittanyC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Miller MeaganC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Mitchell KaylaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Morgan TessaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Morgan ToriC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Moses HollyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Murphy Christ1naC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Nichols TaylorC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

N1emtschk KelseyC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

N1euwoudt Claud1aC/O FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Nix AnnaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Osborne JoannaC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

O'Sullivan T1erneyC/O FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Palsk1 J1IIC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Papadel1s Efstrat1osC/O FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Pinnell AnneC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Po1nsatte JoannaC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Polasek Erv1nC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Polasek SarahC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Poole Dan1elleC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Porter P1rittaC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Potts Cla1reC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Puetz JacobC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or Amount
show any relat1onsh1p to status of contribution
Name and address (home or any foundation manager rec1p1ent
business) or substantial contributor

a Paid dunng the year

Quinn MollyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Rahman BushraC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

RaJendran Dhev1C/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

RaJendran Sakth1C/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Raman VineetC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Ramseyer Em1lyC/O FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Rasp HaleyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Ratskoff BenJam1nC/O FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Ray Ca1tl1nC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

ReeseToddC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Reese ZacharyC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Reilly MaeganC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Reinecke TenealC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Ric hey P restonC /0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Rohleder JoshuaC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Ruh Ela1neC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Rye RachelC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Schmitt LauraC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Schroeder A myC /0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Schultze BrandonC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Schumann MatthewC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Schwinn JonathanC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Searle PaulC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Selle ChnstopherC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Sementell1 ShelbyC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Slaten AlexandraC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Smith L1ndsayC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Stevens JeannelleC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Stout BryceC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201

Strate Just1nC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA,KS 67201
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent If rec1p1ent 1s an 1nd1v1dual, Foundation Purpose of grant or A mount
show any relat1onsh1p to status of contribution
Name and address (home or business) any foundation manager rec1p1ent
or substantial contributor

a Paid dunng the year

Sun SharonC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Sweigart EricC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Thraen L1nneaC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Treat Mered1thC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Trerotola TylerC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Valdez M1chaelC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Valmont An1queC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Van Cleave KellyC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Vetal1ce N1coleC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Voth AnnaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Waggett JonathanC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Whitt El1zabethC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Wierman ChristopherC/0 FRED C None Educational Scholarship 1,500


MARY R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

W1ll1ams JacobC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

W1ll1ams ThomasC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Wilson AmandaC/0 FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Yerkes Dan1el36 Forest Avenue None Educational Scholarship 1,500


PO BOX 2256
WICHITA, KS 67201

Yerkes M1chaelC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Young Kev1nC/O FRED C MARY R None Educational Scholarship 1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Zeman1ck KristenC/0 FRED C MARY None Educational Scholarship 1,500


R KOCH FOUNDATI
PO BOX 2256
W1ch1ta,KS 67201

Stevens Franc1sC/O FRED C MARY R NONE Educational Scholarship -1,500


KOCH FOUNDATI
PO BOX 2256
WICHITA, KS 67201

Total. .....3a 1,984,794


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TY 2011 Accounting Fees Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Category Amount Net Investment Adjusted Net Disbursements for
Income Income Charitable
Purposes
ACCOUNTING FEES 15,899 11,336

INVESTMENT 1,214 1,214


ACCOUNTING SERVICES

TAX PREPARATION FEES 3,987 3,987


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TY 2011 Depreciation Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Description of Date Cost or Other Prior Years' Computation Rate/ Current Year's Depreciation Net Investment Adjusted Net Cost of Goods Sold Not
Property Acquired Basis Depreciation Method Life(# of Expense Income Income Included
years)
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TY 2011 Expenditure Responsibility Statement

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Grantee's Grantee's Grant Date Grant Grant Purpose Amount Any Dates of Date of Results of Verification
Name Address Amount Expended By Diversion By Reports By Verification
Grantee Grantee? Grantee

KANSAS 255 N 2010-01-22 111,000 GENERAL OPERATING SUPPORT FOR 10,775 NO JULY 11, 2011 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY
CULTURAL ROOSEVELT EDUCATIONAL FOUNDATION - GRANTS OR RELJABIUTY OF THE REPORT FROM THE GRANTEE,
TRUST WICHITA, KS FOR YOUNG VISUAL & PERFORMING THEREFORE, NO INDEPENDENT VERIFICATION OF THE
67208 ARTISTS REPORTS WERE MADE

KANSAS 255 N 2011-01-18 148,000 GENERAL OPERATING SUPPORT FOR 141,862 NO JULY 11, 2011 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY
CULTURAL ROOSEVELT EDUCATIONAL FOUNDATION - GRANTS OR RELJABIUTY OF THE REPORT FROM THE GRANTEE,
TRUST WICHITA, KS FOR YOUNG VISUAL & PERFORMING THEREFORE, NO INDEPENDENT VERIFICATION OF THE
67208 ARTISTS REPORTS WERE MADE
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TY 2011 Investments Corporate


Stock Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Name of Stock End of Year Book End of Year Fair
Value Market Value
KOCH INDUSTRIES, INC.
PREFERRED STOCK 3,718,851 3,744,445
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TY 2011 Investments - Other Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Category/ Item Listed at Cost or Book Value End of Year Fair
FMV Market Value
FIFTH AVENUE GLOBAL EQUITY FD 2,500,000 2,568,524
GLEACHER DIVERSIFIED FUND 86,350 73,170
ZAZOVE BOND FUND 2,660,296 2,699,217
PIMCO EMERGING LOCAL BOND 16,656,259 16,426,227
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TY 2011 Land, Etc. Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Category/ Cost/ Other Accumulated Book End of Year Fair Market
Item Basis Depreciation Value Value
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TY 2011 Other Assets Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Description Beginning of Year - End of Year - Book End of Year - Fair
Book Value Value Market Value

N/R- PROGRAM RELATED INVEST 52,500 52,500 52,500


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TY 2011 Other Expenses Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Description Revenue and Expenses Net Investment Adjusted Net Income Disbursements for
per Books Income Charitable Purposes

INSURANCE 983 983

SUPPLIES 606 606

BANK FEES 44 44
CORPORATE FILING FEES 89 89
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TY 2011 Other Income Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Description Revenue And Net Investment Adjusted Net Income
Expenses Per Books Income

PARTNERSHIP PORTFOLIO INCOME

DIST SHARE OF PARTNERSHIP PASSIVE INCOME


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TY 2011 Other Professional Fees Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Category Amount Net Investment Adjusted Net Disbursements for
Income Income Charitable
Purposes
INVESTMENT FEES 15,583 15,583

PROFESSIONAL FEES 1,183 1,183


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TY 2011 Taxes Schedule

Name: FRED C & MARY R KOCH FOUNDATION INC


EIN: 48-6113560
Category Amount Net Investment Adjusted Net Disbursements for
Income Income Charitable
Purposes
EXCISE TAX 12,139
Form 990PF Part VIII Line 1 - List all officers, directors, trustees, foundation managers and their
compensation
(a) Name and address (b) Title, and average (c) Compensation (d) Contributions to (e) Expense account,
hours per week (If not paid, enter employee benefit other allowances
devoted to pos1t1on -0-) plans
and deferred
compensation

ELJZABETH B KOCH PRESIDENT /DIRECTOR 0 0 0


1 0
PO BOX 2256
WICHITA, KS 67201

HEATHER LOVE TREASURER 0 0 0


1 0
PO BOX 2256
WICHITA, KS 67201

SUSAN ADDINGTON SEC RETA RY/GRANTS 0 0 0


ADMINISTRATOR
PO BOX 2256
5 0
WICHITA, KS 67201

CHARLES G KOCH DIRECTOR 0 0 0


0 25
PO BOX 2256
WICHITA, KS 67201

DAVID H KOCH DIRECTOR 0 0 0


0 25
PO Box 2256
W1ch1ta,KS 67201

RICHARD FINK DIRECTOR 0 0 0


0 25
1515 N COURTHOUSE ROAD 200
ARLINGTON,VA 22201

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