Cause IQ organization profile

Charles Koch Foundation

Form 990s | Financials | Vendors | Personnel | Peers

Charles Koch Foundation is a private foundation based in Arlington, VA that was founded in 2014. As of 2018 they had $153 million in revenue and $728 million in assets.

The Charles Koch Foundation was established in 1980 by Charles G. Koch in order to advance social progress and well-being through the study and advancement of economic freedom.

EIN:

48-0918408

City:

Arlington

State:

Virginia

Metro:

Washington-Arlington-Alexandria, DC-VA-MD-WV

Website:

charleskochfoundation.org

Phone:

703.875.1770

Facebook:

facebook.com/ckochfoundation

Twitter:

@ckochfoundation

Founded:

2014

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$153,738,446

Assets:

$728,800,065

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for Charles Koch Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jan 21, 2020	990PF	View PDF
2017-12	Feb 21, 2019	990PF	View PDF
2016-12	Jan 18, 2018	990PF	View PDF
2015-12	Apr 12, 2017	990PF	View PDF
2014-12	Feb 10, 2016	990PF	View PDF
...and three more Form 990 PDFs

Financials for Charles Koch Foundation

Field	2017	2016	% Change
Total grants, contributions, etc.	$135,153,238	$102,204,022	32.2%
Investment income and dividends	$11,111,628	$10,718,714	3.7%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$8,328,759	$21,589,060	-61.4%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$-855,179	$13,676,437	-106.3%
Total revenues	$153,738,446	$148,188,233	3.7%

Field	2017	2016	% Change
Compensation of current officers, etc.	$297,207	$280,436	6.0%
Non-officer salaries and wages	$4,531,968	$4,078,763	11.1%
Pension/retirement accruals and contributions	$531,046	$829,378	-36.0%
Legal fees	$77,648	$18,868	311.5%
Accounting fees	$141,642	$44,162	220.7%
Other fee-for-service	$1,686,196	$1,225,921	37.5%
Interest	$2,318,788	$1,867,180	24.2%
Depreciation, amortization, etc.	$0	$0
Occupancy	$17,212	$0	999%
Travel	$1,154,159	$1,209,479	-4.6%
Office expenses
Grants to all govts., orgs., and individuals	$88,308,139	$80,192,363	10.1%
All other expenses	$8,671,855	$6,299,222	37.7%
Total expenses	$107,768,300	$96,091,778	12.2%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$12,911,358	$3,607,208	257.9%
Savings, short-term investments, etc.	$64,764,274	$60,990,727	6.2%
Accounts receivable	$4,900,771	$1,919,911	155.3%
Pledges and grants receivable	$0	$1,919,911	-100%
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$187,746	$135,162	38.9%
Investments in government obligations	$0	$0
Investments in corporate stock	$0	$0
Investments in corporate bonds	$0	$0
Investments in land, buildings, and equipment	$355,213	$355,213
Investments in mortgage loans	$0	$0
Other types of investments	$645,680,703	$617,998,467	4.5%
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$355,213	$0	999%
Total assets	$728,800,065	$685,006,688	6.4%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$9,294,498	$929,058	900.4%
Grants payable	$13,337,041	$4,782,968	178.8%
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$22,631,539	$5,712,026	296.2%

Field	2017	2016	% Change
Unrestricted net assets	$679,294,662	$634,453,067	7.1%
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Charles Koch Foundation

Vendor	Services	Amount paid	Date
WordPress	Content management system software		2020-06-16
█████	Marketing software		2019-10-05
█████████ ████████	Software		2019-10-05
██████████	CRM software		2019-10-05
███ ███	Tax accounting		2019-01-28
████ ██████████ ███	Investment Management Services	$256,858	2017-12-01
████ ███	Commun and Marketing	$183,200	2017-12-01
████████ █████	Commun and Marketing	$222,926	2017-12-01
...and 12 more vendors

Personnel at Charles Koch Foundation

Name	Title	Compensation	Most recent data
William Ruger	Vice President of Research	$0	Dec. 31, 2017
Brian Hooks	President and Director	$0	Dec. 31, 2017
███████ █████	Director Educ Partnership	$147,510	Dec. 31, 2017
███████ █████	Director University Investment	$208,760	Dec. 31, 2017
█████ ██████	PGM Officer University Investment	$165,210	Dec. 31, 2017
████ ███████	Vice President Higher Education	$265,839	Dec. 31, 2017

Peer private foundations

	Name	Type	Revenue	Location
1	Fund Ii Foundation	501(c)(3)	$41 million	Austin, TX
2	David and Lucile Packard Foundation	501(c)(3)	$355 million	Los Altos, CA
3	John Templeton Foundation	501(c)(3)	$232 million	West Conshohocken, PA
4	Andrew W. Mellon Foundation	501(c)(3)	$483 million	New York, NY
5	Charles H Dater Foundation	501(c)(3)	$62 million	Cincinnati, OH
6	Margaret A Cargill Foundation	501(c)(3)	$96 million	Eden Prairie, MN
7	Heising Simons Foundation	501(c)(3)	$179 million	Los Altos, CA
8	The Grove Foundation	501(c)(3)	$51 million	Los Altos, CA
9	Rippleworks	501(c)(3)	$296 million	Redwood City, CA
10	Sherman Fairchild Foundation	501(c)(3)	$48 million	Chevy Chase, MD
11	Robert B Daugherty Foundation	501(c)(3)	$55 million	Omaha, NE
12	Terry Foundation	501(c)(3)	$50 million	Houston, TX
13	Foellinger Foundation	501(c)(3)	$66 million	Fort Wayne, IN
14	M J Murdock Charitable Trust	501(c)(3)	$115 million	Vancouver, WA
15	Deerbrook Charitable Trust	501(c)(3)	$40 million	Woodbridge, NJ
16	Saul Zaentz Charitable Foundation	501(c)(3)	$38 million	Glenview, IL
17	The Lawrence Ellison Foundation	501(c)(3)	$48 million	Walnut Creek, CA
18	Robert A Welch Foundation	501(c)(3)	$56 million	Houston, TX
19	Matan B'seter Foundation	501(c)(3)	$289 million	New York, NY
20	Foundation for A Just Society (FJS)	501(c)(3)	$125 million	New York, NY
21	Richard King Mellon Foundation	501(c)(3)	$181 million	Ligonier, PA
22	Horace W Goldsmith Foundation	501(c)(3)	$60 million	New York, NY
23	George Gund Foundation	501(c)(3)	$76 million	Cleveland, OH
24	Kiplinger Foundation	501(c)(3)	$52 million	Washington, DC
25	The Leona M and Harry B Helmsley Charitable Trust	501(c)(3)	$191 million	New York, NY

Also explore

Want more details?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Request a demo and see Cause IQ in action!

What is Cause IQ?

Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients.

For example, our data and tools help companies prospect for private foundations, qualify inbound opportunities like Charles Koch Foundation, benchmark clients to other private foundations, and enrich existing CRM information.

Already a customer?

Log in to see a complete profile, including all key personnel, Form 990 PDF downloads, vendors, and organization reports.

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?

Get a demo

Cause IQ organization profile

Charles Koch Foundation

Form 990s for Charles Koch Foundation

Financials for Charles Koch Foundation

Vendors for Charles Koch Foundation

Personnel at Charles Koch Foundation

Peer private foundations

Also explore

Want more details?

What is Cause IQ?

Already a customer?

Nonprofits

Product

Customers

About

Email newsletter